ELIZABETH ROBBINS WARD CHARITABLE TR: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- ELIZABETH ROBBINS WARD CHARITABLE TR (EIN 59-7083244)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-12
- IRS object ID
- 201611339349100531
- Schema version
- 2015v2.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-12T07:33:09-07:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | John Sundeman CPA PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 3443 | AddressLine1Txt |
| City | St Augustine | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32085 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 597083244 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WARD ELIZABETH ROBBINS CHARITABLE TR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WARD | BusinessNameControlTxt |
| Phone | 9048242881 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3443 | AddressLine1Txt |
| City | SAINT AUGUSTINE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 320853443 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN SUNDEMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9048242881 | PhoneNum |
| Signature | 2016-02-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN SUNDEMAN | PreparerPersonNm |
| Phone | 9048242881 | PhoneNum |
| Preparation | 2016-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $363,952 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $13,045 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,045 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,138 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,138 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,138 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $14,183 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,183 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,200 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $600 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $600 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $950 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $253 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $1 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $2,404 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,551 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $600 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,904 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,551 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,100 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,279 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,632 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $55,529 | CashBOYAmt |
| Cash EOY | $56,761 | CashEOYAmt |
| Cash EOYFMV | $56,761 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,633 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,414 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,414 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $747 | AcctRcvblAmt |
| Acct Rcvbl BOY | $481 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $747 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $747 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $270,559 | CorporateStockBOYAmt |
| Corporate Stock EOY | $270,559 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $304,030 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $328,202 | TotalAssetsBOYAmt |
| Total Assets EOY | $330,481 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $363,952 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $328,202 | CapitalStockBOYAmt |
| Capital Stock EOY | $330,481 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $328,202 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $330,481 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $328,202 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $330,481 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $328,202 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,279 | ExcessRevenueOverExpensesAmt |
| Subtotal | $330,481 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $330,481 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 69 SHARES KRAFT FOOD GROUP INC | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2007-03-30 | AcquiredDt |
| Sold | 2015-07-06 | SoldDt |
| Gross Sales Price | $1,138 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $0 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,138 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $1,138 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,138 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $21,531 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $319,302 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.067431 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $14,350 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $333,496 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043029 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $13,850 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $298,349 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046422 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $7,529 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $266,973 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.028201 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $14,190 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $235,027 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.060376 | DistributionYr5Rt |
| Total Distribution | 0.245459 | TotalDistributionRt |
| Average Distribution | 0.049092 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $359,906 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $17,669 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $126 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $17,795 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $10,100 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $253 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $253 | SubtotalAmt |
| Tax Based On Investment Income | $253 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,000 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$1,000 | OriginalReturnOverpaymentAmt |
| Overpayment | $747 | OverpaymentAmt |
| Applied To ES Tax | $747 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN SUNDEMAN CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9048242881 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 SEBASTIAN AVE | AddressLine1Txt |
| City | ST AUGUSTINE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 320843280 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN SUNDEMAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2196 | AddressLine1Txt |
| City | ST AUGUSTINE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32085 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $1,200 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CONTRIBUTIONS TO 501(C)(3) ORGANIZATIONS - SEE PAGE 11 - PART XVAND PAGE 1 COLUMN (d) | Description1Txt |
| Expenses1 | $10,100 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $305,315 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $60,072 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $365,387 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $365,387 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,481 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $359,906 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $17,995 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $17,995 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $253 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $253 | TotalTaxAmt |
| Distributable Before Adj | $17,742 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $17,742 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $17,742 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,100 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $10,100 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $10,100 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $17,742 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $8,751 | UndistributedIncomePYAmt |
| Qualifying Distributions | $10,100 | QualifyingDistributionsAmt |
| Applied To Year1 | $8,751 | AppliedToYear1Amt |
| Remaining Distri From Corpus | $1,349 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $1,349 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,349 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $16,393 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ST AUGUSTINE SOCIETYST FRANCIS | ||||||
| PO BOX 1775 | AUGUSTINE | FL | 32085 | PUBLIC | SHELTERHOMELESS | $500 |
| WOMENS EXCHANGE | ||||||
| 143 ST GEORGE STREET | AUGUSTINE | FL | 32084 | PUBLIC | SUPPORTMUSEUM | $750 |
| XIMENEZ-FATIO HOUSE | ||||||
| 28 CADIZ STREET | AUGUSTINE | FL | 32084 | PUBLIC | SUPPORTMUSEUM | $500 |
| ALPHA OMEGA MIRACLE HOME | ||||||
| 1835 US 1 S STE 119-235 | ST AUGUSTINE | FL | 32084 | PUBLIC | JUVENILESPREGNANT | $1,500 |
| SAFE PET RESCUE | ||||||
| PO Box 840215 | ST AUGUSTINE | FL | 32085 | PUBLIC | SUPPORTDOG & CAT | $750 |
| BOY SCOUTS OF AMERICA | ||||||
| 521 EDGWOOD AV S | JACKSONVILLE | FL | 32205 | PUBLIC | SUPPORTYOUTH | $500 |
| SALVATION ARMY SJC | ||||||
| P O BOX 4410 | ST AUGUSTINE | FL | 32085 | PUBLIC | SUPPORTPROGRAM | $500 |
| ST AUGUSTINE HISTORICAL SOCIETY | ||||||
| 271 CHARLOTTE STREET | ST AUGUSTINE | FL | 32084 | PUBLIC | SUPPORTPROGRAM | $2,500 |
| CATHEDERAL PARRISH EARLY ED CENTER | ||||||
| 10 SEBASTIAN AVE | ST AUGUSTINE | FL | 32084 | PUBLIC | SUPPORTYOUTH | $500 |
| CATHOLIC CHARITIES | ||||||
| 3940 LEWIS SPEEDWAY | SAINT AUGUSTINE | FL | 32084 | PUBLIC | SUPPORTPROGRAM | $500 |
| UNIVERSITY OF N FLA FOUNDATION | ||||||
| 1 UNF DRIVE | JACKSONVILLE | FL | 32224 | PUBLIC | SUPPORTEDUCATION | $500 |
| DIAMONDS IN THE ROUGH FARM | ||||||
| 4411 RUES LANDING | SAINT AUGUSTINE | FL | 32092 | PUBLIC | SUPPORTPROGRAM | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,045 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,138 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $14,183 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,183 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (21 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALCATEL-LUCENT ADS | $13,567 | $298 |
| AT & T INC | $24,148 | $20,646 |
| BRISTOL-MYERS SQUIBB CO | $15,434 | $13,758 |
| CHEVRON CORP | $5,509 | $13,494 |
| DISNEY (WALT) CO | $12,502 | $42,032 |
| EXXON MOBIL CORP | $11,388 | $23,385 |
| FRONTIER COMMUNICATIONS CO | $485 | $322 |
| GENERAL ELECTRIC | $34,300 | $24,920 |
| JOHNSON & JOHNSON COM | $13,230 | $20,544 |
| KRAFT FOODS | $1,210 | $5,020 |
| MERCK AND CO | $10,157 | $10,564 |
| MONDELEZ INTL | $2,239 | $9,282 |
| PFIZER INC | $18,240 | $19,368 |
| PHILIP MORRIS INTL INC | $5,106 | $17,582 |
| PROCTOR & GAMBLE CO | $9,700 | $9,926 |
| WELLS FARGO (WACHOVIA) | $26,667 | $5,381 |
| 3M COMPANY | $16,234 | $30,130 |
| BLACKROCK EQ | $12,955 | $7,605 |
| BLACKROCK EQUITY | $15,997 | $16,383 |
| JOHN HANCOCK BANK AND T.O. | $6,187 | $3,504 |
| BLACKROCK CREDIT ALLCT | $15,304 | $9,886 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $1 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $253 | Amt |
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