THE ST JOE COMMUNITY FOUNDATION INC: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
THE ST JOE COMMUNITY FOUNDATION INC (EIN 59-3576402)
Tax period
2016-01-01 to 2016-12-31
Filed
2018-01-10
IRS object ID
201800109349100700
Schema version
2016v3.0
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)
Return2018-01-10T10:07:11-06:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN721396621PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CARR RIGGS & INGRAM LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1500 GRAND BOULEVARD SUITE 210AddressLine1Txt
CityMIRAMAR BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32550ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN593576402EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ST JOE COMMUNITY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSTJOBusinessNameControlTxt
Phone8502317402PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1133 SOUTH WATERSOUND PARKWAYAddressLine1Txt
CityWATERSOUNDCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32461ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJANET PIEPULPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone8502317402PhoneNum
Signature2018-01-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTIMOTHY D FULMERPreparerPersonNm
PTINP00173708PTIN
Phone8508373141PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address98.173.19.151IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-01-09IPDt
IP Tm16:40:56IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id0ABDAC626E7AAA23C2FD5FC73C767D0ED2247941AtSubmissionCreationDeviceId
At Submission Filing Device Id0ABDAC626E7AAA23C2FD5FC73C767D0ED2247941AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,218,472FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$5,441DividendsRevAndExpnssAmt
Dividends Net Invst Incm$5,441DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,925,429OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,930,870TotalRevAndExpnssAmt
Total Net Invst Incm$5,441TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$1,651LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$1,919OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$1,850TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$0TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$188PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$0PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$91,480OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$36OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$101,588TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$36TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,217,202ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,217,202ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,318,790TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$36TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,217,202TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$612,080ExcessRevenueOverExpensesAmt
Net Investment Income$5,405NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$3,606,392SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$4,218,472SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$4,218,472SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$3,606,392TotalAssetsBOYAmt
Total Assets EOY$4,218,472TotalAssetsEOYAmt
Total Assets EOYFMV$4,218,472TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$3,606,392RetainedEarningBOYAmt
Retained Earning EOY$4,218,472RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,606,392TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,218,472TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,606,392TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,218,472TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,606,392TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$612,080ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$4,218,472SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,218,472TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,027,747AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,194,404NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.321734DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,097,979AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,446,988NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.448706DistributionYr2Rt
Adjusted Qlfy Distri Yr3$892,266AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,735,869NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.514017DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,798,926AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,469,356NetVlNoncharitableAssetsYr4Amt
Distribution Yr41.224296DistributionYr4Rt
Adjusted Qlfy Distri Yr5$79,073AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,481,354NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.053379DistributionYr5Rt
Total Distribution2.562132TotalDistributionRt
Average Distribution0.512426AverageDistributionRt
Net Vl Noncharitable Assets$3,882,970NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,989,735AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$54NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,989,789AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,217,202QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$108InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$108SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$108TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$108TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.JOEFOUNDATION.COMWebsiteAddressTxt
Individual With BooksJANET PIEPULIndividualWithBooksNm
Phone8502317402PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1133 S WATERSOUND PKWYAddressLine1Txt
CityWATERSOUNDCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32461ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KEN BORICK
133 S WATERSOUND PKWYWATERSOUNDFL32461BOARD MEMBER1.00$0$0$0
JORGE GONZALEZ
133 S WATERSOUND PKWYWATERSOUNDFL32461BOARD MEMBER1.00$0$0$0
RHEA GOFF
133 S WATERSOUND PKWYWATERSOUNDFL32461BOARD MEMBER1.00$0$0$0
JANET PIEPUL
133 S WATERSOUND PKWYWATERSOUNDFL32461EXECUTIVE DIRECTOR1.00$0$0$0
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

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,942,102AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,942,102TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,942,102AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$59,132CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,882,970NetVlNoncharitableAssetsAmt
Minimum Investment Return$194,149MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$194,149MinimumInvestmentReturnAmt
Tax Based On Investment Income$108TaxBasedOnInvestmentIncomeAmt
Total Tax$108TotalTaxAmt
Distributable Before Adj$194,041DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$194,041DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$194,041DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,217,202ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,217,202QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,217,202AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$194,041DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$5,005ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,725,458ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$805,473ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$975,630ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$868,027ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$4,379,593TotalExcessDistributionCyovAmt
Qualifying Distributions$1,217,202QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$194,041AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,023,161RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$5,402,754TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$5,005ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$5,397,749ExcessDistriCyovToNextYrAmt
Excess From Year4$1,725,458ExcessFromYear4Amt
Excess From Year3$805,473ExcessFromYear3Amt
Excess From Year2$975,630ExcessFromYear2Amt
Excess From Year1$868,027ExcessFromYear1Amt
Excess From Current Year$1,023,161ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (72 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
A HAND UP INTERNATIONAL
1507 EAST 9TH STREETLYNN HAVENFL32444NONEPCCULTURAL ARTS$5,500
ADVOCATES FOR CHILDREN
P O BOX 1521PANAMA CITYFL32402NONEPCHEALTHCARE$1,000
AIR FORCE ASSOCIATION EDUCATION FOUNDATION
P O BOX 176SHALIMARFL32579NONEPCEDUCATION$7,500
AMERICAN CANCER SOCIETY
4001 WEST 23RD STREET SUITE CPANAMA CITYFL32405NONEPCHEALTHCARE$10,000
AMERICAN RED CROSS
430 EAST 15TH STREETPANAMA CITYFL32405NONEPCHEALTHCARE$5,000
ANCHORAGE CHILDREN'S HOME
2121 LISENBY AVENUEPANAMA CITYFL32401NONEPCHEALTHCARE$10,500
BAY COUNTY AUDUBON SOCIETY
P O BOX 1182PANAMA CITYFL32402NONEPCENVIRONMENT$4,000
BAY EDUCATION FOUNDATION
1311 BALBOA AVENUEPANAMA CITYFL32401NONEPCEDUCATION/HEALTHCARE$69,945
BAY LAW ENFORCEMENT ASSISTANCE FOUNDATION INC
3421 N HWY 77PANAMA CITYFL32405NONEPCHEALTHCARE$5,000
BIG BROTHERS BIG SISTERS
1149 CREIGHTON ROAD SUITE 1PENSACOLAFL32504NONEPCHEALTHCARE$4,000
BLUE THUNDER BAND BOOSTERS
P O BOX 19707PANAMA CITY BEACHFL32417NONEPCEDUCATION$300
BOYS & GIRLS CLUB OF BAY COUNTY
P O BOX 914PANAMA CITYFL32402NONEPCEDUCATION$27,000
BOY SCOUTS OF AMERICA GULF COAST COUNCIL
9440 UNIVERSITY PARKWAYPENSACOLAFL32514NONEPCENVIRONMENT$10,000
CANCER FREEZE
P O BOX 92FLORALAAL36442NONEPCHEALTHCARE$4,000
CARING & SHARING OF SOUTH WALTON
112 LYNN DRIVESANTA ROSA BEACHFL32459NONEPCHEALTHCARE$5,000
CATHOLIC CHARITIES OF NORTHWEST FLORIDA
3128 EAST 11TH STREETPANAMA CITYFL32401NONEPCEDUCATION$10,000
CHILDREN'S VOLUNTEER HEALTH NETWORK
P O BOX 2142SANTA ROSA BEACHFL32459NONEPCHEALTHCARE$10,000
COVENANT HOSPICE INC
5041 NORTH 12TH AVENUEPENSACOLAFL32504NONEPCHEALTHCARE$5,000
EMERALD COAST BUSINESS WOMEN'S ASSOCIATION
653 WEST 23RD STREET SUITE 209PANAMA CITYFL32405NONEPCCULTURAL ARTS$2,000
EMERALD COAST THEATRE COMPANY
P O BOX 9175MIRAMAR BEACHFL32459NONEPCHANNIS - 01/04/18 10:55AM WORKSHEET PRIVATE FOUNDATION$7,000
EUCHEEANNA OLD SCHOOL HOUSE COMMUNITY CENTER
301 MCKINNON BRIDGE ROADPONCE DE LEONFL32455NONEPCHANNIS - 11/30/17 04:36PM WORKSHEET GRANTS AND CONTRIBUTIONS PAID$5,400
FIRST UNITED METHODIST CHURCH
P O BOX 9DEFUNIAK SPRINGSFL32435NONEPCHANNIS - 11/30/17 04:36PM WORKSHEET GRANTS AND CONTRIBUTIONS PAID$10,000
FLORIDA STATE UNIVERSITY FOUNDATION
2010 LEVY AVENUETALLAHASSEEFL32306NONEPCEDUCATION$60,000
FLORIOPOLIS
1125 BECK AVENUEPANAMA CITYFL32401NONEPCCULTURAL ARTS$7,500
FLOWERSVIEW INDUSTRIAL INC
261 FLOWERSVIEW BOULEVARDLAUREL HILLFL32567NONEPCCULTURAL ARTS$10,000
FREEPORT AREA YOUTH SPORTS ASSOCIATION
560 WATERVIEW COVEFREEPORTFL32439NONEPCHEALTHCARE$4,000
FRIENDS OF FLORIDA STATE PARKS INC
3802 EHRLICH ROAD SUITE 306TAMPAFL33624NONEPCENVIRONMENT$8,222
GIRLS INC
1100 FOUNTAIN AVENUEPANAMA CITYFL32401NONEPCEDUCATION$10,000
GIRL SCOUTS OF FLORIDA PANHANDLE
1515 ST ANDREWS BOULEVARDPANAMA CITYFL32405NONEPCCULTURAL ARTS$9,300
GRITS & GRACE INC
P O BOX 62DEFUNIAK SPRINGSFL32435NONEPCCULTURAL ARTS$4,000
GULF SOUTH SOCCER CLUB
P O BOX 1535SANTA ROSA BEACHFL32459NONEPCHEALTHCARE$5,000
GULF COAST STATE COLLEGE FOUNDATION
5230 WEST HIGHWAY 98PANAMA CITYFL32401NONEPCEDUCATION$8,000
HISTORIC ST ANDREWS WATERFRONT PARTNERSHIP
1134 BECK AVENUEPANAMA CITYFL32401NONEPCCULTURAL ARTS$3,000
JUNIOR LEAGUE OF PANAMA CITY
PO BOX 311PANAMA CITYFL30402NONEPCHEALTHCARE$6,000
JUVENILE DIABETES RESEARCH FOUNDATION
752 TRIPLE G ROADDEFUNIAK SPRINGSFL32433NONEPCHEALTHCARE$5,000
KALEIDOSCOPE THEATRE
P O BOX 526LYNN HAVENFL32444NONEPCCULTURAL ARTS$10,000
KINDRED SPIRIT THERAPY MINIS
5411 HILTON ROAD NORTHBAKERFL32531NONEPCHEALTHCARE$4,000
LET THE GREEN BE SEEN CHARITIES WALTON COUNTY SHERIFF'S OFFICE
133 SHERIFFS DRIVESANTA ROSA BEACHFL32459NONEPCCULTURAL ARTS$1,000
MUSCULAR DYSTROPHY ASSOCIATION
1574 B VILLAGE SQUARE BOULEVARDTALLAHASSEEFL32309NONEPCHEALTHCARE$10,000
MUSCOGEE NATION OF FLORIDA
278 CHURCH ROADBRUCEFL32455NONEPCHEALTHCARE$4,000
NEMOURS CHILDREN'S SPECIALTY CARE
5153 N 9TH AVENUEPENSACOLAFL32504NONEPCHEALTHCARE$20,000
NOKUSE EDUCATION INC
4956 STATE HIGHWAY 20 EASTFREEPORTFL32459NONEPCEDUCATION/ENVIRONMENT$142,885
NORTHWEST FLORIDA BALLET
310 PERRY AVENUE SEFORT WALTON BEACHFL32548NONEPCCULTURAL ARTS$20,000
NORTHWEST FLORIDA GUARDIAN AD LITEM
19 IOWA DRIVE NEFORT WALTON BEACHFL32548NONEPCHEALTHCARE$7,500
PANAMA CITY DOWNTOWN IMPROVEMENT BOARD
413 HARRISON AVENUEPANAMA CITYFL32401NONEPCCULTURAL ARTS$5,000
PANAMA CITY MUSIC ASSOCIATION
P O BOX 27744PANAMA CITYFL32411NONEPCCULTURAL ARTS$3,000
PANAMA CITY POPS ORCHESTRA
PO BOX 744PANAMA CITYFL32402NONEPCCULTURAL ARTS$15,000
PANAMA CITY RESCUE MISSION
609 ALLEN AVENUEPANAMA CITYFL32401NONEPCHEALTHCARE$5,000
PYRAMID INC
524 HARISON AVENUEPANAMA CITYFL32401NONEPCCULTURAL ARTS$4,000
ROSEMARY BEACH FOUNDATION
PO BOX 611306ROSEMARY BEACHFL32461NONEPFEDUCATION$5,000
ROTARY YOUTH CAMP OF NORTH FLORIDA
PO BOX 10426TALLAHASSEEFL32302NONEPCHEALTHCARE$5,000
SACRED HEART FOUNDATION
PO BOX 2700PENSACOLAFL32513NONEPCHEALTHCARE$300,000
SALVATION ARMY
1424 NE EXPRESSWAY N EATLANTAGA30329NONEPCHEALTHCARE$13,750
SEASIDE SCHOOL FOUNDATION
PO BOX 4825SANTA ROSA BEACHFL32459NONEPCEDUCATION$5,000
SECOND CHANCE OF NORTHWEST FLORIDA
819 EAST 11TH STREET BUILDING 4PANAMA CITYFL32401NONEPCHEALTHCARE$4,800
SINFONIA GULF COAST
36468 EMERALD COAST PARKWAY SUITEDESTINFL32541NONEPCCULTURAL ARTS$35,00011102
SOUTH WALTON COMMUNITY COUNCIL
P O BOX 1661SANTA ROSA BEACHFL32459NONEPCENVIRONMENT$1,500
SOUTH WALTON HIGH SCHOOL BAND PARENT ASSOCIATION INC
149 SEACREST DRIVESEACRESTFL32461NONEPCCULTURAL ARTS$7,500
SPECIAL OLYMPICS FLORIDA
1978-B LEWIS TURNER BLVDFORT WALTON BEACHFL32478NONEPCHEALTHCARE$2,500
ST ANDREW BAY CENTER
1804 CAROLINA AVENUELYNN HAVENFL32444NONEPCHANNIS - 01/04/18 10:13AM WORKSHEET PRIVATE FOUNDATION$1,000
ST ANDREW CHRISTIAN CARE CENTER
3101-A WEST HIGHWAY 98PANAMA CITYFL32401NONEPCHEALTHCARE$25,000
ST ANDREW COMMUNITY MEDICAL CENTER
3101-B WEST HIGHWAY 98PANAMA CITYFL32401NONEPCHEALTHCARE$20,000
TAYLOR HAUGEN FOUNDATION
P O BOX 5201NICEVILLEFL32578NONEPFHEALTHCARE$5,000
TOM P HANEY EDUCATION FOUNDATION
3016 HIGHWAY 77PANAMA CITYFL32405NONEPCEDUCATION$10,000
UNIVERSITY ACADEMY PARENT TEACHER ORGANIZATION
1980 DISCOVERY LOOPPANAMA CITYFL32405NONEPCEDUCATION$10,000
WALTON COUNTY CHAMBER OF COMMERCE FOUNDATION
63 SOUTH CENTRE TRAILSANTA ROSA BEACHFL32459NONEPCCULTURAL ARTS/HEALTHCARE$24,000
WALTON COUNTY CITIZENS ADVISORY COUNCIL ON AGING
PO BOX 648DEFUNIAK SPRINGSFL32435NONEPCHEALTHCARE$15,000
WIDOWED PERSONS SERVICE GRIEF AND LOSS SUPPORT GROUP
P O BOX 2084PANAMA CITYFL32401NONEPCHEALTHCARE$10,000
WOMEN'S CIVIC CLUB OF PANAMA CITY BEACH
P O BOX 9759PANAMA CITY BEACHFL32417NONEPCCULTURAL ARTS$1,500
USO OFFICE
1701 STATE ROAD 85 NORTH SUITE 11EGLIN AIR FORCE BASEFL32542NONEPCHEALTHCARE$1,500
WALTON EDUCATION FOUNDATION
145 PARK STREET SUITE 5DEFUNIAK SPRINGSFL32435NONEPCEDUCATION/HEALTHCARE$84,600
YOUTH ENRICHMENT SERVICES
1500 FOUNTAIN AVENUEPANAMA CITYFL32405NONEPCEDUCATION$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,217,202TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SACRED HEART FOUNDATION
PO BOX 2700PENSACOLAFL32513NONEPCHEALTHCARE$300,000
NOKUSE EDUCATION INC
4956 STATE HIGHWAY 20 EASTFREEPORTFL32459NONEPCENVIRONMENT$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$350,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Program Service Rev Part VII ProgramServiceRevPartVIIGrp

FieldValueIRS element (for citing)
DescFEE ASSESSMENTDesc
Related Or Exempt Function Incm$1,925,429RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,441ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$5,441ExclusionAmt
Related Or Exempt Function Incm$1,925,429RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,930,870TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number1ALineNumberTxt
Relationship StatementTHE FEE ASSESSMENT IS AN AMOUNT COLLECTED ON THE SALE OF ALL HOMES. THIS MONEY IS THEN CONTRIBUTED TO ORGANIZATIONS IN THE COUNTIES FROM WHICH IT CAME. EXAMPLES INCLUDE PROVIDING MONEY TO LOCAL SCHOOLS AND PROVIDING SUPPORT TO IMPROVE LIVING CONDITIONS FOR PEOPLE IN THESE COUNTIES. THE FEE ASSESSMENT IS MADE TO SUPPORT THE CHARITABLE PURPOSES OF THE FOUNDATION AND DOES NOT CONSTITUTE NET INVESTMENT INCOME.RelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$4,500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Legal Fees$1,651LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$36$36$0
DUES & SUBSCRIPTIONS$39$0$0
LICENSES & FEES$144$0$0
MANAGEMENT FEES$87,727$0$0
OFFICE SUPPLIES$609$0$0
PROFESSIONAL DEVELOPMENT$1,782$0$0
INSURANCE$1,143$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescFEE ASSESSMENTDesc
Revenue And Expenses Per Books$1,925,429RevenueAndExpensesPerBooksAmt
Adjusted Net Income$1,925,429AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
WEBSITE DESIGN$1,800$0$0
COMMUNICATION CONSULTANT$119$0$0

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