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ELIZABETH ROBBINS WARD CHARITABLE TR: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
ELIZABETH ROBBINS WARD CHARITABLE TR (EIN 59-7083244)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-02-25
IRS object ID
201720569349100402
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)
Return2017-02-25T13:28:20-08:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

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 Begin2016-01-01TaxPeriodBeginDt

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
Signature2017-02-20SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN SUNDEMANPreparerPersonNm
Phone9048242881PhoneNum
Preparation2017-02-25PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address108.86.102.118IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-02-25IPDt
IP Tm13:28:17IPTm
IP TimezonePSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id865C6868CA1AE2B6961FE18DD6BEE7A2F816B8C1AtSubmissionCreationDeviceId
At Submission Filing Device Id5593085BDA56C5A8E68D6D604D265CA5BBB9203CAtSubmissionFilingDeviceId
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$381,372FMVAssetsEOYAmt
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$11,494DividendsRevAndExpnssAmt
Dividends Net Invst Incm$11,494DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$11,494TotalRevAndExpnssAmt
Total Net Invst Incm$11,494TotalNetInvstIncmAmt
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$2,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,000AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,000AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$99TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$3,299TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,600TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,600TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$15,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$15,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$18,299TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,600TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$16,600TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$6,805ExcessRevenueOverExpensesAmt
Net Investment Income$9,894NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$56,761CashBOYAmt
Cash EOY$52,685CashEOYAmt
Cash EOYFMV$52,685CashEOYFMVAmt
Sav And Temp Cash Invst BOY$2,414SavAndTempCashInvstBOYAmt
Acct Rcvbl BOY$747AcctRcvblBOYAmt
Corporate Stock BOY$270,559CorporateStockBOYAmt
Corporate Stock EOY$256,378CorporateStockEOYAmt
Corporate Stock EOYFMV$328,039CorporateStockEOYFMVAmt
Other Assets EOY$648OtherAssetsEOYAmt
Other Assets EOYFMV$648OtherAssetsEOYFMVAmt
Total Assets BOY$330,481TotalAssetsBOYAmt
Total Assets EOY$309,711TotalAssetsEOYAmt
Total Assets EOYFMV$381,372TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$330,481CapitalStockBOYAmt
Capital Stock EOY$309,711CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$330,481TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$309,711TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$330,481TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$309,711TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$330,481TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$6,805ExcessRevenueOverExpensesAmt
Subtotal$323,676SubtotalAmt
Other Decreases$13,965OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$309,711TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$10,100AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$359,906NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.028063DistributionYr1Rt
Adjusted Qlfy Distri Yr2$21,531AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$319,302NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.067431DistributionYr2Rt
Adjusted Qlfy Distri Yr3$14,350AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$333,496NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.043029DistributionYr3Rt
Adjusted Qlfy Distri Yr4$13,850AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$298,349NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.046422DistributionYr4Rt
Adjusted Qlfy Distri Yr5$7,529AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$266,973NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.028201DistributionYr5Rt
Total Distribution0.213146TotalDistributionRt
Average Distribution0.042629AverageDistributionRt
Net Vl Noncharitable Assets$371,113NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$15,820AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$99NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$15,919AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$16,600QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$99InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$99SubtotalAmt
Tax Based On Investment Income$99TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$747EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$747TotalPaymentsAndCreditsAmt
Original Return Overpayment-$747OriginalReturnOverpaymentAmt
Overpayment$648OverpaymentAmt
Applied To ES Tax$648AppliedToESTaxAmt

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$16,600Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$316,220AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$60,544AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$376,764TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$376,764AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,651CashDeemedCharitableAmt
Net Vl Noncharitable Assets$371,113NetVlNoncharitableAssetsAmt
Minimum Investment Return$18,556MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$18,556MinimumInvestmentReturnAmt
Tax Based On Investment Income$99TaxBasedOnInvestmentIncomeAmt
Total Tax$99TotalTaxAmt
Distributable Before Adj$18,457DistributableBeforeAdjAmt
Distributable Before Ded$18,457DistributableBeforeDedAmt
Distributable As Adjusted$18,457DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$16,600ExpensesAndContributionsAmt
Qualifying Distributions$16,600QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$99PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$16,501AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$18,457DistributableAsAdjustedAmt
Undistributed Income PY$16,393UndistributedIncomePYAmt
Qualifying Distributions$16,600QualifyingDistributionsAmt
Applied To Year1$16,393AppliedToYear1Amt
Remaining Distri From Corpus$207RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$207ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$207ExcessDistributionCyovAppCYAmt
Undistributed Income CY$18,250UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ST AUGUSTINE SOCIETYST FRANCIS
PO BOX 1775AUGUSTINEFL32085PUBLICSHELTERHOMELESS$500
ALPHA OMEGA MIRACLE HOME
1835 US 1 S STE 119-235ST AUGUSTINEFL32084PUBLICJUVENILESPREGNANT$500
SALVATION ARMY SJC
P O BOX 4410ST AUGUSTINEFL32085PUBLICSUPPORTPROGRAM$500
DIAMONDS IN THE ROUGH FARM
4411 RUES LANDINGSAINT AUGUSTINEFL32092PUBLICSUPPORTPROGRAM$500
BAYMEADOWS CONGREGATIONJEHOVAH'S WITNESSES
2240 ST JOHNS BLUFF RD SOUTHJacksonvilleFL32246PUBLICSUPPORTPROGRAM$500
ZION MISION BAPTIST CHURCH
96EVERGREEN AVESaint AugustineFL32084PUBLICSUPPORTPROGRAM$2,500
LORD'S TEMPLE CITY OF REFUGE
140 GILMORE STREETHastingsFL32145PUBLICSUPPORTPROGRAM$2,500
HARVEY MUDD COLLEGE
301 PLATT BLVDClaremontCA91711PUBLICSUPPORTPROGRAM$7,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$15,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11,494ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$11,494ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$11,494TotalIncomeProducingActyAmt

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$24,149$25,519
BRISTOL-MYERS SQUIBB CO$15,435$11,689
CHEVRON CORP$5,511$17,655
DISNEY (WALT) CO$12,502$41,688
EXXON MOBIL CORP$11,388$27,078
FRONTIER COMMUNICATIONS CO$456$233
GENERAL ELECTRIC$34,300$25,280
JOHNSON & JOHNSON COM$13,230$23,042
KRAFT FOODS$1,210$6,025
MERCK AND CO$10,157$11,774
MONDELEZ INTL$2,239$9,176
PFIZER INC$18,240$19,488
PHILIP MORRIS INTL INC$5,106$18,298
PROCTOR & GAMBLE CO$9,700$10,510
WELLS FARGO (WACHOVIA)$26,667$5,456
3M COMPANY$16,233$35,714
BLACKROCK GL OPPS EQ$12,422$6,896
BLACKROCK EQUITY$15,997$17,595
JOHN HANCOCK BANK AND T.O.$6,187$4,534
BLACKROCK CREDIT ALLCT$15,249$10,389

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
LOSS ON EXCHANGE OF ALCATEL LUCENT$13,359
BASIS ADJ. - NON DIVIDEND DISTRIBUTONS$606

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$99Amt

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