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ELIZABETH ROBBINS WARD CHARITABLE TR: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
ELIZABETH ROBBINS WARD CHARITABLE TR (EIN 59-7083244)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-15
IRS object ID
201801359349101335
Schema version
2017v2.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2018-05-15T08:03:03-07:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1John Sundeman CPA PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 3443AddressLine1Txt
CitySt AugustineCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32085ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN597083244EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WARD ELIZABETH ROBBINS CHARITABLE TRBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWARDBusinessNameControlTxt
Phone9048242881PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 3443AddressLine1Txt
CitySAINT AUGUSTINECityNm
State AbbreviationFLStateAbbreviationCd
ZIP320853443ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN SUNDEMANPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone9048242881PhoneNum
Signature2018-02-23SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN SUNDEMANPreparerPersonNm
PTINP00446128PTIN
Phone9048242881PhoneNum
Preparation2018-05-15PreparationDt
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$381,935FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$13,820DividendsRevAndExpnssAmt
Dividends Net Invst Incm$13,820DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$13,820TotalRevAndExpnssAmt
Total Net Invst Incm$13,820TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$1,200CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$600CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$600CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$975AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$488AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$487AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$127TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$2,302TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,088TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,087TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$21,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$21,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$23,302TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,088TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$22,087TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$9,482ExcessRevenueOverExpensesAmt
Net Investment Income$12,732NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$52,685CashBOYAmt
Cash EOY$43,314CashEOYAmt
Cash EOYFMV$43,314CashEOYFMVAmt
Corporate Stock BOY$256,378CorporateStockBOYAmt
Corporate Stock EOY$255,404CorporateStockEOYAmt
Corporate Stock EOYFMV$338,100CorporateStockEOYFMVAmt
Other Assets BOY$648OtherAssetsBOYAmt
Other Assets EOY$521OtherAssetsEOYAmt
Other Assets EOYFMV$521OtherAssetsEOYFMVAmt
Total Assets BOY$309,711TotalAssetsBOYAmt
Total Assets EOY$299,239TotalAssetsEOYAmt
Total Assets EOYFMV$381,935TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$309,711CapitalStockBOYAmt
Capital Stock EOY$299,239CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$309,711TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$299,239TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$309,711TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$299,239TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$309,711TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$9,482ExcessRevenueOverExpensesAmt
Subtotal$300,229SubtotalAmt
Other Decreases$990OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$299,239TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$16,501AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$371,113NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.044464DistributionYr1Rt
Adjusted Qlfy Distri Yr2$10,100AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$359,906NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.028063DistributionYr2Rt
Adjusted Qlfy Distri Yr3$21,531AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$319,302NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.067431DistributionYr3Rt
Adjusted Qlfy Distri Yr4$14,350AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$333,496NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.043029DistributionYr4Rt
Adjusted Qlfy Distri Yr5$13,850AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$298,349NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.046422DistributionYr5Rt
Total Distribution0.229409TotalDistributionRt
Average Distribution0.045882AverageDistributionRt
Net Vl Noncharitable Assets$378,676NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$17,374AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$127NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$17,501AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$22,087QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$127InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$127SubtotalAmt
Tax Based On Investment Income$127TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$648EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$648TotalPaymentsAndCreditsAmt
Original Return Overpayment-$648OriginalReturnOverpaymentAmt
Overpayment$521OverpaymentAmt
Applied To ES Tax$521AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1JOHN SUNDEMAN CPABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9048242881PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11 SEBASTIAN AVEAddressLine1Txt
CityST AUGUSTINECityNm
State AbbreviationFLStateAbbreviationCd
ZIP320843280ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (true)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonJOHN SUNDEMANPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 3443AddressLine1Txt
CityST AUGUSTINECityNm
State AbbreviationFLStateAbbreviationCd
ZIP32085ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos2.00AverageHrsPerWkDevotedToPosRt
Compensation$1,200CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1CONTRIBUTIONS TO 501(C)(3) ORGANIZATIONS - SEE PAGE 11 - PART XVAND PAGE 1 COLUMN (d)Description1Txt
Expenses1$21,000Expenses1Amt
Expenses2$0Expenses2Amt
Expenses3$0Expenses3Amt
Expenses4$0Expenses4Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$333,869AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$50,574AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$384,443TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$384,443AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,767CashDeemedCharitableAmt
Net Vl Noncharitable Assets$378,676NetVlNoncharitableAssetsAmt
Minimum Investment Return$18,934MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$18,934MinimumInvestmentReturnAmt
Tax Based On Investment Income$127TaxBasedOnInvestmentIncomeAmt
Total Tax$127TotalTaxAmt
Distributable Before Adj$18,807DistributableBeforeAdjAmt
Distributable Before Ded$18,807DistributableBeforeDedAmt
Distributable As Adjusted$18,807DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$22,087ExpensesAndContributionsAmt
Qualifying Distributions$22,087QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$127PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$21,960AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$18,807DistributableAsAdjustedAmt
Undistributed Income PY$18,250UndistributedIncomePYAmt
Qualifying Distributions$22,087QualifyingDistributionsAmt
Applied To Year1$18,250AppliedToYear1Amt
Remaining Distri From Corpus$3,837RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$3,837ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$3,837ExcessDistributionCyovAppCYAmt
Undistributed Income CY$14,970UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ST AUGUSTINE SOCIETYST FRANCIS
PO BOX 1775AUGUSTINEFL32085PUBLICSHELTERHOMELESS$1,500
ALPHA OMEGA MIRACLE HOME
1797 OLD MOULTRIE ROAD STE 107ST AUGUSTINEFL32084PUBLICJUVENILESPREGNANT$1,500
SALVATION ARMY SJC
1425 OLD DIXIE HWYST AUGUSTINEFL32084PUBLICSUPPORTPROGRAM$1,500
DIAMONDS IN THE ROUGH FARM
4411 RUES LANDING ROADSAINT AUGUSTINEFL32092PUBLICSUPPORTPROGRAM$500
BAYMEADOWS CONGREGATIONJEHOVAH'S WITNESSES
2240 ST JOHNS BLUFF RD SOUTHJacksonvilleFL32246PUBLICSUPPORTPROGRAM$500
CATHEDERAL PARISH SCHOOL
529 ST GEARGE STREETSaint AugustineFL32084PUBLICSUPPORTPROGRAM$500
HARVEY MUDD COLLEGE
301 PLATT BLVDClaremontCA91711PUBLICSUPPORTPROGRAM$7,500
BOY SCOUTS OF AMERICA
521 EDGWOOD AVENUE SJACKSONVILLEFL32205PUBLICSUPPORTPROGRAM$500
UNF COGGIN COLLEGE OF BUSINESS
1 UNF DRIVE BLDG 42JACKSONVILLEFL32224PUBLICSUPPORTPROGRAM$2,000
FIRST UNITED METHODIST CHURCH
118 KING STREETST AUGUSTINEFL32084PUBLICSUPPORTPROGRAM$2,500
ST AUGUSTINE LIONS CLUB
235 STATE RD 207 UNIT 3B BOX 206ST AUGUSTINEFL32084PUBLICSUPPORTPROGRAM$500
ST GERARD CAMPUS
1405 U S 1 SOUTHST AUGUSTINEFL32084PUBLICSUPPORTPROGRAM$500
BREAD OF HEAVEN SOUP KITCHEN
P O BOX 1213HASTINGSFL32145PUBLICSUPPORTPROGRAM$1,000
RODENHEAVER FOUNDATION
P O BOX 5PALATKAFL32178PUBLICSUPPORTPROGRAM$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$21,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$13,820ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$13,820ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$13,820TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (20 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AT & T INC$24,148$23,328
BRISTOL-MYERS SQUIBB CO$15,434$12,256
CHEVRON CORP$5,510$18,778
DISNEY (WALT) CO$12,502$43,004
EXXON MOBIL CORP$11,388$25,092
FRONTIER COMMUNICATIONS CO$371$27
GENERAL ELECTRIC$34,300$13,960
JOHNSON & JOHNSON COM$13,230$27,944
KRAFT FOODS$1,044$5,365
MERCK AND CO$10,157$11,254
MONDELEZ INTL$2,129$8,860
PFIZER INC$18,239$21,732
PHILIP MORRIS INTL INC$5,106$21,130
PROCTOR & GAMBLE CO$9,700$11,486
WELLS FARGO (WACHOVIA)$26,667$6,007
3M COMPANY$16,234$47,074
BLACKROCK ENHANCED$11,857$7,458
BLACKROCK EQUITY$15,998$17,759
JOHN HANCOCK BANK AND T.O.$6,188$4,917
BLACKROCK CREDIT ALLCT$15,202$10,669

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (3 entries)

DescDescAmtAmt
BASIS ADJ. - NON DIVIDEND DISTRIBUTONS$918
BASIS ADJUSTMENT SALE OF FRONTIER COMMUNICATIONS$58
FOREIGN TAX PAID$14

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$127Amt

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