THE ST JOE COMMUNITY FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE ST JOE COMMUNITY FOUNDATION INC (EIN 59-3576402)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-09-10
- IRS object ID
- 201542539349100104
- 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
- Accounting Fees Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-09-10T11:19:50-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 721396621 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARR RIGGS & INGRAM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 GRAND BOULEVARD SUITE 210 | AddressLine1Txt |
| City | MIRAMAR BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32550 | 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 | 593576402 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ST JOE COMMUNITY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STJO | BusinessNameControlTxt |
| Phone | 8502317430 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 133 SOUTH WATERSOUND PARKWAY | AddressLine1Txt |
| City | WATERSOUND | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32413 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEN BORICK | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8502317430 | PhoneNum |
| Signature | 2015-08-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHEN RIGGS IV | PreparerPersonNm |
| PTIN | P01411212 | PTIN |
| Phone | 8508373141 | PhoneNum |
| 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 | $2,893,012 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $665 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $665 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,875,576 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,876,241 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $665 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $736 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,535 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,942 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $469 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,552 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $0 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $117,403 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $20,473 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $131,637 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,473 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,097,979 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,097,979 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,229,616 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,473 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,097,979 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $646,625 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,246,387 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,893,012 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,893,012 | SavAndTempCashInvstEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $16,422 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $16,422 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $2,246,387 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,893,012 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,893,012 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,246,387 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,893,012 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,246,387 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,893,012 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,246,387 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,893,012 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,246,387 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $646,625 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,893,012 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,893,012 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $892,266 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,735,869 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.514017 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,798,926 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,469,356 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.224296 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $79,073 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,481,354 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053379 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $894,905 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $875,549 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.022107 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $838,968 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,093,586 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.767171 | DistributionYr5Rt |
| Total Distribution | 3.580970 | TotalDistributionRt |
| Average Distribution | 0.716194 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,446,988 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,752,518 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,752,518 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,097,979 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.STJCF.COM | WebsiteAddressTxt |
| Individual With Books | JANET GREENO | IndividualWithBooksNm |
| Phone | 8502317432 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 133 S WATERSOUND PKWY | AddressLine1Txt |
| City | WATERSOUND | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32413 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | Yes (1) | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| KEN BORICK | ||||||||
| 133 S WATERSOUND PKWY | WATERSOUND | FL | 32413 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| JORGE GONZALEZ | ||||||||
| 133 S WATERSOUND PKWY | WATERSOUND | FL | 32413 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| PARK BRADY | ||||||||
| 133 S WATERSOUND PKWY | WATERSOUND | FL | 32413 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| JANET GREENO | ||||||||
| 133 S WATERSOUND PKWY | WATERSOUND | FL | 32413 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| RHEA GOFF | ||||||||
| 133 S WATERSOUND PKWY | WATERSOUND | FL | 32413 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| 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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,407,764 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $76,488 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,484,252 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,484,252 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $37,264 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,446,988 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $122,349 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $122,349 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $122,349 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $122,349 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $122,349 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,097,979 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,097,979 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,097,979 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $122,349 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $784,634 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $851,378 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,005 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,725,458 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $805,473 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,171,948 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,097,979 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $122,349 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $975,630 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,147,578 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $784,634 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,362,944 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $851,378 | ExcessFromYear4Amt |
| Excess From Year3 | $5,005 | ExcessFromYear3Amt |
| Excess From Year2 | $1,725,458 | ExcessFromYear2Amt |
| Excess From Year1 | $805,473 | ExcessFromYear1Amt |
| Excess From Current Year | $975,630 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (54 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| EGLIN AIR FORCE ASSOCIATION AEROSPACE EDUCATION FOUNDATION | ||||||||
| P O BOX 176 | SHALIMAR | FL | 32579 | NONE | PC | EDUCATION | $5,000 | |
| AMERICAN RED CROSS | ||||||||
| 430 EAST 15TH STREET | PANAMA CITY | FL | 32405 | NONE | PC | HEALTHCARE | $1,500 | |
| ARNOLD HIGH SCHOOL BAND BOOSTERS | ||||||||
| P O BOX 19707 | PANAMA CITY BEACH | FL | 32407 | NONE | PC | EDUCATION | $300 | |
| BADGER BOOSTER CLUB | ||||||||
| 4441 RAPTOR CIRCLE | PANAMA CITY | FL | 32403 | NONE | PC | COMMUNITY OUTREACH | $5,000 | |
| BAY AREA FOOD BANK | ||||||||
| 5709 INDUSTRIAL BOULEVARD | MILTON | FL | 32583 | NONE | PC | HEALTHCARE | $3,414 | |
| BAY ARTS ALLIANCE | ||||||||
| P O BOX 1153 | PANAMA CITY | FL | 32402 | NONE | PC | CULTURAL ARTS | $5,000 | |
| BAY COUNTY AUDUBON SOCIETY | ||||||||
| P O BOX 1182 | PANAMA CITY | FL | 32402 | NONE | PC | ENVIRONMENT | $3,500 | |
| BAY COUNTY SCHOOL DISTRICT | ||||||||
| 1650 JUNE AVENUE | PANAMA CITY | FL | 32405 | NONE | PC | EDUCATION | $3,411 | |
| BEACH CARE SERVICES INC | ||||||||
| 6816 THOMAS DRIVE | PANAMA CITY BEACH | FL | 32408 | NONE | PC | HEALTHCARE | $5,000 | |
| BOYS & GIRLS CLUB OF PANAMA CITY | ||||||||
| P O BOX 914 | PANAMA CITY | FL | 32402 | NONE | PC | COMMUNITY OUTREACH | $800 | |
| BOYS & GIRLS CLUB OF THE EMERALD COAST | ||||||||
| 923 DENTON BOULEVARD | FORT WALTON BEACH | FL | 32547 | NONE | PC | HEALTHCARE | $15,000 | |
| BREAKFAST POINT ACADEMY | ||||||||
| 601 N RICHARD JACKSON BOULEVARD | PANAMA CITY BEACH | FL | 32407 | NONE | PC | EDUCATION | $10,000 | |
| CHILDREN IN CRISIS INC | ||||||||
| 1000 LUKES WAY03 WEST 15TH STREET | FORT WALTON BEACH | FL | 32547 | NONE | PC | HEALTHCARE | $5,000 | SUITE A |
| CHILDREN'S VOLUNTEER HEALTH NETWORK | ||||||||
| P O BOX 2142 | SANTA ROSA BEACH | FL | 32459 | NONE | PC | HEALTHCARE | $10,000 | |
| CHOCTAWHATCHEE BASIN ALLIANCE | ||||||||
| 109 GREENWAY TRAIL | SANTA ROSA BEACH | FL | 32459 | NONE | PC | EDUCATION | $20,000 | |
| COVENANT HOSPICE INC | ||||||||
| 5041 NORTH 12TH AVENUE | PENSACOLA | FL | 32504 | NONE | PC | HEALTHCARE | $2,500 | |
| CUB SCOUT PACK 323 | ||||||||
| 11826 SAND DUNE DRIVE | PANAMA CITY BEACH | FL | 32407 | NONE | PC | CULTURAL ARTS | $390 | |
| EMERALD COAST MIDDLE SCHOOL | ||||||||
| 4019 HIGHWAY 98 EAST | SANTA ROSA BEACH | FL | 32459 | NONE | PC | EDUCATION | $8,743 | |
| EMERALD COAST SCIENCE CENTER | ||||||||
| 139 BROOKS STREET SE | FORT WALTON BEACH | FL | 32548 | NONE | PC | EDUCATION | $12,960 | |
| EMERALD COAST THEATRE COMPANY | ||||||||
| P O BOX 9175 | MIRAMAR BEACH | FL | 32459 | NONE | PC | CULTURAL ARTS | $3,000 | |
| FLORIDA STATE UNIVERSITY FOUNDATION | ||||||||
| 2010 LEVY AVENUE | TALLAHASSEE | FL | 32306 | NONE | PC | EDUCATION | $62,500 | |
| GIRL SCOUTS OF FLORIDA PANHANDLE | ||||||||
| 1515 ST ANDREWS BOULEVARD | PANAMA CITY | FL | 32405 | NONE | PC | ENVIRONMENT | $20,000 | |
| GRITS & GRACE INC | ||||||||
| P O BOX 62 | DEFUNIAK SPRINGS | FL | 32435 | NONE | PC | EDUCATION | $3,000 | |
| GULF COAST CHILDREN'S ADVOCACY CENTER | ||||||||
| 210 EAST 11TH STREET | PANAMA CITY | FL | 32401 | NONE | PC | COMMUNITY OUTREACH | $7,500 | |
| GULF COAST STATE COLLEGE FOUNDATION | ||||||||
| 5230 WEST HIGHWAY 98 | PANAMA CITY | FL | 32401 | NONE | PC | EDUCATION | $9,000 | |
| HABITAT FOR HUMANITY OF BAY COUNTY | ||||||||
| P O BOX 408 | PANAMA CITY | FL | 32402 | NONE | PC | COMMUNITY OUTREACH | $500 | |
| HABITAT FOR HUMANITY OF WALTON COUNTY | ||||||||
| P O BOX 506 | FREEPORT | FL | 32439 | NONE | PC | COMMUNITY OUTREACH | $9,923 | |
| HUMANE SOCIETY OF THE UNITED STATES | ||||||||
| 2100 L STREET NW | WASHINGTON | DC | 20037 | NONE | PC | ENVIRONMENT | $150,000 | |
| INSTITUTE OF DIVING | ||||||||
| 17314 PANAMA CITY BEACH PARKWAY | PANAMA CITY BEACH | FL | 32413 | NONE | PC | CULTURAL ARTS | $1,000 | |
| MEXICO BEACH COMMUNITY GARDEN | ||||||||
| P O BOX 13382 | MEXICO BEACH | FL | 32410 | NONE | PC | COMMUNITY OUTREACH | $1,000 | |
| MORALE WELFARE & RECREATION | ||||||||
| 101 VERNON AVENUE | PANAMA CITY BEACH | FL | 324077018 | NONE | PC | CULTURAL ARTS | $1,000 | |
| NORTHWEST FLORIDA BALLET | ||||||||
| 310 PERRY AVENUE SE | FORT WALTON BEACH | FL | 32548 | NONE | PC | CULTURAL ARTS | $10,788 | |
| NORTHWEST FLORIDA GUARDIAN AD LITEM | ||||||||
| P O BOX 2017 | SANTA ROSA BEACH | FL | 32459 | NONE | PC | EDUCATION | $6,000 | |
| PANAMA CITY LIBRARY FOUNDATION | ||||||||
| 12500 HUTCHISON BOULEVARD | PANAMA CITY BEACH | FL | 32407 | NONE | PC | EDUCATION | $4,000 | |
| PANAMA CITY POPS ORCHESTRA | ||||||||
| PO BOX 744 | PANAMA CITY | FL | 32402 | NONE | PC | CULTURAL ARTS | $30,000 | |
| PANAMA CITY RESCUE MISSION | ||||||||
| P O BOX 2359 PANAMA CITY FL 32402 | PANAMA CITY | FL | 32402 | NONE | PC | EDUCATION | $4,000 | |
| PCB ROTARIANS AT WORK | ||||||||
| P O BOX 9279 | PANAMA CITY BEACH | FL | 32417 | NONE | PC | CULTURAL ARTS | $2,500 | |
| ROSEMARY BEACH FOUNDATION | ||||||||
| PO BOX 611306 | ROSEMARY BEACH | FL | 32461 | NONE | PF | CULTURAL ARTS | $2,500 | |
| ROTARY YOUTH CAMP OF NORTH FLORIDA | ||||||||
| 521 EAST COLLEGE AVENUE | TALLAHASSEE | FL | 32301 | NONE | PC | HEALTHCARE | $8,500 | |
| RUTHERFORD GIRLS BASKETBALL BOOSTER | ||||||||
| 1000 SCHOOL AVENUE | PANAMA CITY | FL | 32401 | NONE | PC | EDUCATION | $4,100 | |
| SACRED HEART FOUNDATION | ||||||||
| 7700 US HIGHWAY 98 WEST SUITE 300 | SANTA ROSA BEACH | FL | 32459 | NONE | PC | HEALTHCARE | $300,000 | |
| SCIENCE & DISCOVERY CENTER OF NWFL | ||||||||
| 308 AIRPORT ROAD | PANAMA CITY | FL | 32405 | NONE | PC | EDUCATION | $25,000 | |
| SINFONIA GULF COAST | ||||||||
| P O BOX 6326 | DESTIN | FL | 32550 | NONE | PC | EDUCATION | $30,000 | |
| TAYLOR HAUGEN FOUNDATION | ||||||||
| P O BOX 101 | VALPARAISO | FL | 32580 | NONE | PF | HEALTHCARE | $5,000 | |
| THE SEASIDE SCHOOL FOUNDATION | ||||||||
| P O BOX 4610 | SANTA ROSA BEACH | FL | 32459 | NONE | PC | EDUCATION | $20,000 | |
| UNIVERSITY OF SOUTH FLORIDA FOUNDATION | ||||||||
| 4202 EAST FOWLER AVENUE TVB100 | TAMPA | FL | 336206870 | NONE | PC | ENVIRONMENT | $215,000 | |
| WALLER ELEMENTARY SCHOOL | ||||||||
| 11332 HIGHWAY 388 | YOUNGSTOWN | FL | 32446 | NONE | PC | EDUCATION | $2,250 | |
| WALTON HIGH SCHOOL AFROTC | ||||||||
| 449 WALTON ROAD | DEFUNIAK SPRINGS | FL | 32433 | NONE | PC | EDUCATION | $750 | |
| WALTON COUNTY ATHLETIC LEAGUE INC | ||||||||
| 62 LAKE HOLLEY CIRCLE | DEFUNIAK SPRINGS | FL | 32433 | NONE | PC | HEALTHCARE | $5,000 | |
| WALTON COUNTY EDUCATION FOUNDATION | ||||||||
| 145 PARK STREET SUTIE 5 | DEFUNIAK SPRINGS | FL | 32435 | NONE | PC | EDUCATION | $28,800 | |
| WALTON COUNTY SCHOOL DISTRICT | ||||||||
| 145 PARK STREET SUTIE 4 | DEFUNIAK SPRINGS | FL | 32435 | NONE | PC | EDUCATION | $1,350 | |
| WALTON COUNTY SHERIFF'S OFFICE | ||||||||
| 752 TRIPLE G ROAD | DEFUNIAK SPRINGS | FL | 32433 | NONE | PC | CULTURAL ARTS | $2,000 | |
| WILDLIFE FOUNDATION OF FLORIDA | ||||||||
| P O BOX 11010 | TALLAHASSEE | FL | 32302 | NONE | PC | ENVIRONMENT | $3,000 | |
| WOMEN'S CIVIC CLUB OF PANAMA CITY BEACH | ||||||||
| P O BOX 9759 | PANAMA CITY BEACH | FL | 32417 | NONE | PC | CULTURAL ARTS | $1,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,097,979 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEE ASSESSMENT | Desc |
| Related Or Exempt Function Incm | $1,875,576 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $665 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $665 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,875,576 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,876,241 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1A | THE 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. |
| 11A | MISCELLANEOUS INCOME RELATED TO THE ORGANIZATION'S EXEMPT PURPOSE. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $9,535 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $736 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVERTISING | $4,935 | $0 | $0 |
| BANK CHARGES | $20,473 | $20,473 | $0 |
| DUES & SUBSCRIPTIONS | $4 | $0 | $0 |
| LICENSES & FEES | $306 | $0 | $0 |
| MANAGEMENT FEES | $89,375 | $0 | $0 |
| OFFICE SUPPLIES | $566 | $0 | $0 |
| PROFESSIONAL DEVELOPMENT | $1,744 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEE ASSESSMENT | Desc |
| Revenue And Expenses Per Books | $1,875,576 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $1,875,576 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WEBSITE DESIGN | CategoryTxt |
| Amt | $1,942 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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