ELIZABETH ROBBINS WARD CHARITABLE TR: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- ELIZABETH ROBBINS WARD CHARITABLE TR (EIN 59-7083244)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-04-12
- IRS object ID
- 201511029349100501
- Schema version
- 2014v5.0
- 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
- Form 990-PF
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-04-12T07:43:25-07:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 2015-03-10 | 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 | 2015-04-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $362,160 | 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 | $9,394 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,394 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $23,135 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $47,595 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $23,135 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $32,529 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $32,529 | 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 |
| Taxes Rev And Expnss | $319 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $16 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $16 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,535 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $616 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $600 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $21,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $21,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $22,785 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $616 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $21,850 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $9,744 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $31,913 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $49,045 | CashBOYAmt |
| Cash EOY | $55,529 | CashEOYAmt |
| Cash EOYFMV | $55,529 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,069 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,633 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,633 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $481 | AcctRcvblAmt |
| Acct Rcvbl EOY | $481 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $481 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $268,630 | CorporateStockBOYAmt |
| Corporate Stock EOY | $270,559 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $304,517 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $319,744 | TotalAssetsBOYAmt |
| Total Assets EOY | $328,202 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $362,160 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $422 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $422 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $319,322 | CapitalStockBOYAmt |
| Capital Stock EOY | $328,202 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $319,322 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $328,202 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $319,744 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $328,202 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $319,322 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $9,744 | ExcessRevenueOverExpensesAmt |
| Subtotal | $329,066 | SubtotalAmt |
| Other Decreases | $864 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $328,202 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 300 SHS ALTRIA GROUP INC | P | 2001-12-05 | 2014-02-04 | $10,109 | $0 | $3,360 | $6,749 | $0 | $0 | $0 | $6,749 |
| 158 SHS CHEVRON CORP | P | 1997-10-31 | 2014-11-14 | $18,022 | $0 | $5,803 | $12,219 | $0 | $0 | $0 | $12,219 |
| 300 SHS JPMORGAN CHASE | P | 2008-04-03 | 2014-11-10 | $18,275 | $0 | $14,129 | $4,146 | $0 | $0 | $0 | $4,146 |
| 21 SHS LSI CORPORATION | P | 2002-06-04 | 2014-05-06 | $234 | $0 | $320 | -$86 | $0 | $0 | $0 | -$86 |
| 44 SHS SOLUTIA INC | P | 1997-09-08 | 2014-07-14 | $0 | $0 | $848 | -$848 | $0 | $0 | $0 | -$848 |
| LONG TERM CAPITAL GAIN DISTRIBUTIONS | P | 2001-01-01 | 2014-12-31 | $955 | $0 | $0 | $955 | $0 | $0 | $0 | $955 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $23,135 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $14,350 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $333,496 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043029 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $13,850 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $298,349 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046422 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $7,529 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $266,973 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.028201 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $14,190 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $235,027 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.060376 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $12,125 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $212,628 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.057024 | DistributionYr5Rt |
| Total Distribution | 0.235052 | TotalDistributionRt |
| Average Distribution | 0.047010 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $319,302 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $15,010 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $319 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $15,329 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $21,850 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $319 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $319 | SubtotalAmt |
| Tax Based On Investment Income | $319 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $800 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$800 | OriginalReturnOverpaymentAmt |
| Overpayment | $481 | OverpaymentAmt |
| Applied To ES Tax | $481 | 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 | $21,850 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $322,172 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,992 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $324,164 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $324,164 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,862 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $319,302 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $15,965 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $15,965 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $319 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $319 | TotalTaxAmt |
| Distributable Before Adj | $15,646 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $15,646 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $15,646 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $21,850 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $21,850 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $319 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $21,531 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $15,646 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $14,955 | UndistributedIncomePYAmt |
| Qualifying Distributions | $21,850 | QualifyingDistributionsAmt |
| Applied To Year1 | $14,955 | AppliedToYear1Amt |
| Remaining Distri From Corpus | $6,895 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $6,895 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $6,895 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $8,751 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| LORD'S TEMPLE OF REFUGE | ||||||
| PO BOX 1213 | AUGUSTINE | FL | 32085 | PUBLIC | PROGRAMSRELIGIOUS | $1,000 |
| ST AUGUSTINE SOCIETYST FRANCIS | ||||||
| PO BOX 1775 | AUGUSTINE | FL | 32085 | PUBLIC | SHELTERHOMELESS | $2,000 |
| ST GERARD CAMPUS | ||||||
| PO BOX 4382 | AUGUSTINE | FL | 32085 | PUBLIC | JUVENILESPREGNANT | $1,000 |
| MILL CREEK CONG JEHOVAH | ||||||
| 2924 SR 16 | ST AUGUSTINE | FL | 32092 | PUBLIC | PROGRAMSRELIGOUS | $500 |
| WOMENS EXCHANGE | ||||||
| 143 ST GEORGE STREET | AUGUSTINE | FL | 32084 | PUBLIC | SUPPORTMUSEUM | $1,750 |
| XIMENEZ-FATIO HOUSE | ||||||
| 28 CADIZ STREET | AUGUSTINE | FL | 32084 | PUBLIC | SUPPORTMUSEUM | $750 |
| ALPHA OMEGA MIRACLE HOME | ||||||
| 1835 US 1 S STE 119-235 | ST AUGUSTINE | FL | 32084 | PUBLIC | JUVENILESPREGNANT | $1,500 |
| TIME FOR FREEDOM | ||||||
| PO BOX 819 | OCALA | FL | 34478 | PUBLIC | REHABPRISONER | $500 |
| SAFE PET RESCUE | ||||||
| PO Box 840215 | ST AUGUSTINE | FL | 32085 | PUBLIC | SUPPORTDOG & CAT | $2,000 |
| LIMELIGHT THEATRE OF ST AUGUSTINE | ||||||
| 11 OLD MISSION AVE | ST AUGUSTINE | FL | 32084 | PUBLIC | SUPPORTPROGRAM | $500 |
| BOY SCOUTS OF AMERICA | ||||||
| 521 EDGWOOD AV S | JACKSONVILLE | FL | 32205 | PUBLIC | YOUTHSUPPORT | $500 |
| CHRIST THE KING ANGLECAN CHURCH | ||||||
| 6900 US 1 SOUTH | ST AUGUSTINE | FL | 32086 | PUBLIC | YOUTHSUPPORT | $500 |
| LEARN TO READ SJC | ||||||
| PO BOX 860355 | ST AUGUSTINE | FL | 32086 | PUBLIC | PROGRAMSUPPORT | $500 |
| ST AUGUSTINE LIONS CLUB | ||||||
| P O BOX 86024 | ST AUGUSTINE | FL | 32086 | PUBLIC | PROGRAMSUPPORT | $500 |
| SALVATION ARMY SJC | ||||||
| P O BOX 4410 | ST AUGUSTINE | FL | 32085 | PUBLIC | PROGRAMSUPPORT | $1,500 |
| HAVEN HORSE RANCH | ||||||
| 7333 CR 208 | ST AUGUSTINE | FL | 32092 | PUBLIC | PROGRAMSUPPORT | $750 |
| CHASE & RESCORLA FOUNDATION | ||||||
| 2465 US 1 SOUTH PMB 72 | ST AUGUSTINE | FL | 32086 | PUBLIC | SCHOLARSHIPSUPPORT | $500 |
| ST AUGUSTINE HISTORICAL SOCIETY | ||||||
| 271 CHARLOTTE STREET | ST AUGUSTINE | FL | 32084 | PUBLIC | SUPPORTPROGRAM | $500 |
| KIDS BRIDGEINC | ||||||
| 238 SAN MARCO BLVD | ST AUGUSTINE | FL | 32084 | PUBLIC | PROGRAMSUPPORT | $500 |
| YOUTH CRISIS CENTER INC | ||||||
| 307 ANASTASIA BLVD | ST AUGUSTINE | FL | 32080 | PUBLIC | YOUTHSUPPORT | $750 |
| CATHEDERAL PARRISH EARLY ED CENTER | ||||||
| 10 SEBASTIAN AVE | ST AUGUSTINE | FL | 32084 | PUBLIC | YOUTHSUPPORT | $750 |
| CHAPEL SCHOOL INC | ||||||
| 3375 HWY US 1 NORTH | ST AUGUSTINE | FL | 32086 | PUBLIC | YOUTHSUPPORT | $1,000 |
| ST JOHNS COUNTY EDUCATION FND | ||||||
| 40 ORANGE ST | ST AUGUSTINE | FL | 32084 | PUBLIC | YOUTHSUPPORT | $500 |
| LIGHTNER MEUSEUM | ||||||
| 75 KING ST | ST AUGUSTINE | FL | 32084 | PUBLIC | MUSEUMSUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $21,250 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,394 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $23,135 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $32,529 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $32,529 | 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 | $277 |
| AT & T INC | $24,148 | $20,154 |
| BRISTOL-MYERS SQUIBB CO | $15,434 | $11,806 |
| CHEVRON CORP | $5,509 | $16,827 |
| DISNEY (WALT) CO | $12,502 | $37,676 |
| EXXON MOBIL CORP | $11,388 | $27,735 |
| FRONTIER COMMUNICATIONS CO | $511 | $460 |
| GENERAL ELECTRIC | $34,300 | $20,216 |
| JOHNSON & JOHNSON COM | $13,230 | $20,914 |
| KRAFT FOODS | $1,210 | $4,324 |
| MERCK AND CO | $10,157 | $11,358 |
| MONDELEZ INTL | $2,239 | $7,519 |
| PFIZER INC | $18,240 | $18,690 |
| PHILIP MORRIS INTL INC | $5,106 | $16,290 |
| PROCTOR & GAMBLE CO | $9,700 | $11,386 |
| WELLS FARGO (WACHOVIA) | $26,667 | $5,427 |
| 3M COMPANY | $16,233 | $32,864 |
| BLACKROCK EQ | $12,930 | $7,825 |
| BLACKROCK CREDIT ALLCT | $15,301 | $10,349 |
| BLACKROCK EQUITY | $16,000 | $19,475 |
| JOHN HANCOCK BANK AND T.O. | $6,187 | $2,945 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY BASIS ADJUSTMENT | Desc |
| Amt | $864 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $16 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $16 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $319 | Amt |
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