ELIZABETH ROBBINS WARD CHARITABLE TR: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ELIZABETH ROBBINS WARD CHARITABLE TR (EIN 59-7083244)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-04-15
- IRS object ID
- 201421059349100102
- Schema version
- 2013v3.1
- 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 | 2014-04-15T05:46:19-07:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | John Sundeman CPA PA | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 3443 | AddressLine1 |
| City | St Augustine | City |
| State | FL | State |
| ZIP Code | 32085 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | SAINT AUGUSTINE | City |
| State | FL | State |
| ZIP Code | 320853443 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN SUNDEMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9048242881 | PhoneNum |
| Signature | 2014-02-20 | 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 | 2014-04-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $365,249 | 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 | $8,924 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,924 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $27,901 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $64,950 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $27,901 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $36,825 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $36,825 | 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 | $722 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $127 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $127 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $2,049 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $727 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $600 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $13,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $13,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $15,799 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $727 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $14,350 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $21,026 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $36,098 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $12,054 | CashBOYAmt |
| Cash EOY | $49,045 | CashEOYAmt |
| Cash EOYFMV | $49,045 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,921 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,069 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,069 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $284,423 | CorporateStockBOYAmt |
| Corporate Stock EOY | $268,630 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $314,135 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $298,398 | TotalAssetsBOYAmt |
| Total Assets EOY | $319,744 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $365,249 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $102 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $422 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $102 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $422 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $298,296 | CapitalStockBOYAmt |
| Capital Stock EOY | $319,322 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $298,296 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $319,322 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $298,398 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $319,744 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $298,296 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $21,026 | ExcessRevenueOverExpensesAmt |
| Subtotal | $319,322 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $319,322 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 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 WAL-MART STORES, INC. | P | 1999-04-19 | 2013-08-27 | $21,474 | $0 | $2,700 | $18,774 | $0 | $0 | $0 | $18,774 |
| 720 SHS PFIZER INC | P | 2001-12-05 | 2013-02-01 | $19,568 | $0 | $18,228 | $1,340 | $0 | $0 | $0 | $1,340 |
| 197 SHS PFIZER INC | P | 2009-10-19 | 2013-02-01 | $5,354 | $0 | $3,450 | $1,904 | $0 | $0 | $0 | $1,904 |
| 275 SHS HESS CORP | P | 2012-07-20 | 2013-02-01 | $18,428 | $0 | $12,671 | $5,757 | $0 | $0 | $0 | $5,757 |
| LONG TERM CAPITAL GAIN DISTRIBUTIONS | P | 2001-01-01 | 2013-12-31 | $126 | $0 | $0 | $126 | $0 | $0 | $0 | $126 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $27,901 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $5,757 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $13,850 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $298,349 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046422 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $7,529 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $266,973 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.028201 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $14,190 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $235,027 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.060376 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $12,125 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $212,628 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.057024 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $14,975 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $270,572 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.055346 | DistributionYr5Rt |
| Total Distribution | 0.247369 | TotalDistributionRt |
| Average Distribution | 0.049474 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $333,496 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $16,499 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $361 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $16,860 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $14,350 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $722 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $722 | SubtotalAmt |
| Tax Based On Investment Income | $722 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $300 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $300 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $300 | OriginalReturnTaxPaidAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $422 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | ST AUGUSTINE | City |
| State | FL | State |
| ZIP Code | 320843280 | ZIPCode |
| 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 | AddressLine1 |
| City | ST AUGUSTINE | City |
| State | FL | State |
| ZIP Code | 32085 | ZIPCode |
| 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 | $14,350 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $336,489 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,086 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $338,575 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $338,575 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,079 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $333,496 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $16,675 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $16,675 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $722 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $722 | TotalTaxAmt |
| Distributable Before Adj | $15,953 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $15,953 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $15,953 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $14,350 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $14,350 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $14,350 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $15,953 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $13,352 | UndistributedIncomePYAmt |
| Qualifying Distributions | $14,350 | QualifyingDistributionsAmt |
| Applied To Year1 | $13,352 | AppliedToYear1Amt |
| Remaining Distri From Corpus | $998 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $998 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $998 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $14,955 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| LORD'S TEMPLE OF REFUGE | ||||||
| PO BOX 1213 | AUGUSTINE | FL | 32085 | PUBLIC | PROGRAMSRELIGIOUS | $500 |
| ST AUGUSTINE SOCIETYST FRANCIS | ||||||
| PO BOX 1775 | AUGUSTINE | FL | 32085 | PUBLIC | SHELTERHOMELESS | $500 |
| ST GERARD CAMPUS | ||||||
| PO BOX 4382 | AUGUSTINE | FL | 32085 | PUBLIC | JUVENILESPREGNANT | $750 |
| 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 | $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 | $1,000 |
| TIME FOR FREEDOM | ||||||
| PO BOX 819 | OCALA | FL | 34478 | PUBLIC | REHABPRISONER | $250 |
| SAFE PET RESCUE | ||||||
| PO Box 840215 | ST AUGUSTINE | FL | 32085 | PUBLIC | SUPPORTDOG & CAT | $500 |
| ASSN OF SMALL FOUNDATONS | ||||||
| P O BOX 247 | WINOOSKI | VT | 05454 | PUBLIC | SUPPORTPROGRAM | $750 |
| BOY SCOUTS OF AMERICA | ||||||
| 521 EDGWOOD AV S | JACKSONVILLE | FL | 32205 | PUBLIC | YOUTHSUPPORT | $500 |
| MEMORIAL LUTHEREN CHURCH | ||||||
| 3375 HWY 1 SOUTH | ST AUGUSTINE | FL | 32086 | PUBLIC | YOUTHSUPPORT | $4,000 |
| 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 | $750 |
| LIMELIGHT THEATRE OF ST AUGUSITNE | ||||||
| 11 OLD MISSION AVE | ST AUGUSTINE | FL | 32084 | PUBLIC | THEATRESUPPORT | $500 |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $13,750 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,924 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $27,901 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $36,825 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $36,825 | 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 (23 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALCATEL-LUCENT ADS | $13,567 | $343 |
| ALTRIA GROUP INC | $3,360 | $11,517 |
| AT & T INC | $24,148 | $21,096 |
| BRISTOL-MYERS SQUIBB CO | $15,434 | $10,630 |
| CHEVRON CORP | $11,313 | $38,472 |
| DISNEY (WALT) CO | $12,502 | $30,560 |
| EXXON MOBIL CORP | $11,388 | $30,360 |
| FRONTIER COMMUNICATIONS CO | $535 | $321 |
| GENERAL ELECTRIC | $34,300 | $22,424 |
| JOHNSON & JOHNSON COM | $13,230 | $18,318 |
| JP MORGAN CHASE & CO | $14,129 | $17,544 |
| KRAFT FOODS | $1,210 | $3,720 |
| LSI CORPORATION | $320 | $232 |
| MERCK AND CO | $10,157 | $10,010 |
| MONDELEZ INTL | $2,239 | $7,307 |
| PHILIP MORRIS INTL INC | $5,106 | $17,426 |
| SOLUTIA INC | $848 | |
| WELLS FARGO (WACHOVIA) | $26,667 | $4,495 |
| 3M COMPANY | $16,233 | $28,050 |
| BLACKROCK EQ | $13,716 | $8,916 |
| BLACKROCK CREDIT ALLCT | $15,301 | $10,462 |
| BLACKROCK EQUITY | $15,997 | $18,987 |
| JOHN HANCOCK BANK AND T.O. | $6,930 | $2,945 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $127 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $127 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $722 | Amt |
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