THE ST JOE COMMUNITY FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- THE ST JOE COMMUNITY FOUNDATION INC (EIN 59-3576402)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-15
- IRS object ID
- 201203209349100515
- Schema version
- 2011v1.2
- 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
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-15T08:53:21-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 721396621 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARR RIGGS & INGRAM LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 GRAND BOULEVARD SUITE 210 | AddressLine1 |
| City | MIRAMAR BEACH | City |
| State | FL | State |
| ZIP Code | 32550 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593576402 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ST JOE COMMUNITY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | STJO | NameControl |
| Phone | 8502317430 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 133 SOUTH WATERSOUND PARKWAY | AddressLine1 |
| City | WATERSOUND | City |
| State | FL | State |
| ZIP Code | 32413 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KEN BORICK | Name |
| Title | TRUSTEE | Title |
| Phone | 8502317430 | Phone |
| Date Signed | 2012-11-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TIMOTHY D FULMER | Name |
| PTIN | P00173708 | PTIN |
| Phone | 8508373141 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1929048 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 24573 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 2113 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 2113 | InterestOnSavingsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -38818 | NetGainSaleAssetsRevAndExpnss |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 1012817 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 0 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 1000685 | TotalRevenueAndExpenses |
| Total Net Investment Income | 2113 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Rev And Expnss | 54692 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 0 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 0 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 4040 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Net Invst Incm | 0 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 0 | PensionEmplBnftDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 10425 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 4331 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 2645 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Occupancy Rev And Expnss | 1200 | OccupancyRevAndExpnss |
| Occupancy Net Invst Incm | 0 | OccupancyNetInvstIncm |
| Occupancy Dsbrs Chrtbl Prps | 0 | OccupancyDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 624 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 0 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 21723 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 13790 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 99680 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 13790 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 79073 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 79073 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 178753 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 13790 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 79073 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 821932 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 0 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 1065244 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1926944 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1926944 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses BOY | 555 | PrepaidExpensesBOY |
| Land Building And Equipment Basis | 50537 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 48433 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 43568 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 2104 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 2104 | LandBuildingAndEquipmentEOYFMV |
| Total Assets BOY | 1109367 | TotalAssetsBOY |
| Total Assets EOY | 1929048 | TotalAssetsEOY |
| Total Assets EOYFMV | 1929048 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 2251 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 0 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 2251 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 1107116 | RetainedEarningsBOY |
| Retained Earnings EOY | 1929048 | RetainedEarningsEOY |
| Total Net Assets BOY | 1107116 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1929048 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1109367 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1929048 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1107116 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 821932 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1929048 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1929048 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 894905 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 875549 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 1.022107 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 838968 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1093586 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.767171 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 839450 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1130016 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.742866 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1006000 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1247747 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.806253 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 983836 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1538409 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.639515 | DistributionRatioYear5 |
| Total Distribution Ratio | 3.977912 | TotalDistributionRatio |
| Average Distribution Ratio | 0.795582 | AverageDistributionRatio |
| Net Noncharitable Assets | 1481354 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1178539 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 0 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1178539 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 79073 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 0 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 0 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 0 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 0 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | FL | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | WWW.STJCF.COM | WebsiteAddress |
| Books In Care Of Person Name | JANET GREENO | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 8502317432 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 133 S WATERSOUND PKWY | AddressLine1 |
| City | WATERSOUND | City |
| State | FL | State |
| ZIP Code | 32413 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 1 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 1 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 |
| NEAL WADE | ||||||||
| 133 S WATERSOUND PKWY | WATERSOUND | FL | 32413 | BOARD MEMBER | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1503913 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1503913 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1503913 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 22559 | CashDeemedCharitable |
| Net Noncharitable Assets | 1481354 | NetNoncharitableAssets |
| Minimum Investment Return | 74068 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 74068 | MinimumInvestmentReturn |
| Total Tax | 0 | TotalTax |
| Distributable Amount Before Adj | 74068 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 74068 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 74068 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 79073 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 79073 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 79073 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 74068 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 890158 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 944496 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 783500 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 784634 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 851378 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 4254166 | TotalExcessDistriCarryover |
| Qualifying Distributions | 79073 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 74068 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 5005 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 4259171 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 890158 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 3369013 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 944496 | ExcessFromYear4 |
| Excess From Year3 | 783500 | ExcessFromYear3 |
| Excess From Year2 | 784634 | ExcessFromYear2 |
| Excess From Year1 | 851378 | ExcessFromYear1 |
| Excess From Current Year | 5005 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (13 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| JUNIOR MUSEUM OF BAY COUNTY | |||||||
| 1731 JENKS AVE | PANAMA CITY | FL | 32405 | NONE | PUBLIC CHARITY | SUPPORT EDUCATION | $25,000 |
| JAMES G DELMAUROMICHAEL J FOX FOUNDATION FOR PARKINSON'S FOUNDATION | |||||||
| 61 SOUTH GREEN TURTLE LANE | ROSEMARY BEACH | FL | 32461 | NONE | PRIVATE FOUNDATION | SUPPORT EDUCATION | $2,500 |
| ARNOLD HIGH SCHOOL BLUE THUNDER BAND BOOSTERS | |||||||
| PO BOX 19707 | PANAMA CITY | FL | 32417 | NONE | PRIVATE FOUNDATION | SUPPORT EDUCATION | $5,000 |
| GULF COAST CHILDREN'S ADVOCACY CENTER | |||||||
| 210 EAST ELEVENTH STREET | PANAMA CITY | FL | 32401 | NONE | PUBLIC CHARITY | SUPPORT EDUCATION | $5,000 |
| THE ROSEMARY BEACH FOUNDATION | |||||||
| PO BOX 611306 | ROSEMARY BEACH | FL | 32461 | NONE | PRIVATE FOUNDATION | SUPPORT EDUCATION | $1,000 |
| SEASIDE NEIGHBORHOOD SCHOOL | |||||||
| 10 SMOLIAN CIRCLE | SANTA ROSA BEACH | FL | 32459 | NONE | CHARTER SCHOOL | SUPPORT EDUCATION | $5,000 |
| FLORIDA STATE UNIVERSITY | |||||||
| 600 W COLLEGE AVENUE | TALLAHASSEE | FL | 32306 | NONE | PUBLIC UNIVERSITY | SUPPORT EDUCATION | $2,500 |
| GULF COAST CHILDREN'S ADVOCACY CENTER | |||||||
| 210 EAST ELEVENTH STREET | PANAMA CITY | FL | 32401 | NONE | PUBLIC CHARITY | COMMUNITY OUTREACH | $8,191 |
| ANCHORAGE CHILDREN'S HOME | |||||||
| 2121 LISENBY AVENUE | PANAMA CITY | FL | 32405 | NONE | PUBLIC CHARITY | COMMUNITY OUTREACH | $8,191 |
| BOYS & GIRLS CLUB OF BAY COUNTY | |||||||
| 451 MAGNOLIA AVENUE | PANAMA CITY | FL | 32401 | NONE | PUBLIC CHARITY | COMMUNITY OUTREACH | $8,191 |
| JUNIOR SERVICE LEAGUE OF PANAMA CITY | |||||||
| 309 W 5TH STREET STE B C | PANAMA CITY | FL | 32401 | NONE | PUBLIC CHARITY | COMMUNITY OUTREACH | $2,500 |
| PANAMA CITY BEACH RESORT ROTARY CLUB | |||||||
| PO BOX 9279 | PANAMA CITY | FL | 32417 | NONE | PUBLIC CHARITY | COMMUNITY OUTREACH | $1,000 |
| SALVATION ARMY | |||||||
| 1824 W 15TH STREET | PANAMA CITY | FL | 32401 | NONE | PUBLIC CHARITY | COMMUNITY DEVELOPMENT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 79073 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Program Service Revenue Part VII ProgramServiceRevenuePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FEE ASSESSMENT | Description |
| Related Or Exempt Function Income | 1012731 | RelatedOrExemptFunctionIncome |
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $2,113 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 43 | ExclusionCode |
| Exclusion | -$38,818 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Related Or Exempt Function Income | 86 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | -$36,705 | ExclusionAmount |
| Related Or Exempt Function Income | 1012817 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 976112 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (2 entries)
| Line NumberLineNumber | Relationship StatementRelationshipStatement |
|---|---|
| 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 Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | Category |
| Amount | $10,425 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation (33 entries)
| Description Of PropertyDescriptionOfProperty | Date AcquiredDateAcquired | Cost Or Other BasisCostOrOtherBasis | Prior Years DepreciationPriorYearsDepreciation | Computation MethodComputationMethod | LifeLife | Current Year ExpenseCurrentYearExpense | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|---|---|---|---|
| COMPUTER | 2004-02-13 | 1842 | 1842 | SL | 5.000000000000 | 0 | 0 |
| CAMERA | 2004-04-02 | 549 | 549 | SL | 5.000000000000 | 0 | 0 |
| COMPUTER | 2004-08-12 | 985 | 985 | SL | 5.000000000000 | 0 | 0 |
| COMPUTER HUTCH | 2005-08-11 | 1386 | 1064 | SL | 7.000000000000 | 198 | 0 |
| COMPUTER HUTCH | 2005-08-11 | 1042 | 802 | SL | 7.000000000000 | 149 | 0 |
| CONFIGURATION DESK | 2005-08-11 | 1616 | 1242 | SL | 7.000000000000 | 231 | 0 |
| DECORATIVE DESK | 2005-08-11 | 924 | 709 | SL | 7.000000000000 | 132 | 0 |
| COMPUTER CREDENZA | 2005-08-11 | 1386 | 1064 | SL | 7.000000000000 | 198 | 0 |
| MAP SIDE TABLE | 2005-08-18 | 524 | 403 | SL | 7.000000000000 | 75 | 0 |
| COPPER TOP TABLE | 2005-08-18 | 363 | 278 | SL | 7.000000000000 | 52 | 0 |
| CHECKERS CHAIR | 2005-08-18 | 807 | 619 | SL | 7.000000000000 | 115 | 0 |
| CAMDEN TRESTLE TABLE | 2005-08-19 | 599 | 460 | SL | 7.000000000000 | 86 | 0 |
| CAMDEN HUTCH | 2005-08-19 | 465 | 356 | SL | 7.000000000000 | 66 | 0 |
| CAMDEN SIDEBOARD | 2005-08-19 | 599 | 460 | SL | 7.000000000000 | 86 | 0 |
| CAMELBACK ARMCHAIR (2) | 2005-08-19 | 265 | 204 | SL | 7.000000000000 | 38 | 0 |
| CAMELBACK SIDE CHAIRS | 2005-08-19 | 580 | 446 | SL | 7.000000000000 | 83 | 0 |
| CAMELBACK SIDE CHAIR (4) | 2005-08-19 | 416 | 318 | SL | 7.000000000000 | 59 | 0 |
| LOGAN X-BACK ARM CHAIR (2) | 2005-08-19 | 396 | 305 | SL | 7.000000000000 | 57 | 0 |
| LAMP W/ SHADE | 2005-08-19 | 70 | 54 | SL | 7.000000000000 | 10 | 0 |
| TRAVEL DRIVE 1G | 2005-10-14 | 86 | 86 | SL | 5.000000000000 | 0 | 0 |
| LASERJET PRINTER | 2005-10-14 | 5288 | 5288 | SL | 5.000000000000 | 0 | 0 |
| IP PHONE | 2005-10-14 | 412 | 411 | SL | 5.000000000000 | 0 | 0 |
| FILE CABINET | 2005-11-07 | 767 | 567 | SL | 7.000000000000 | 110 | 0 |
| STORAGE CABINET | 2005-11-07 | 130 | 97 | SL | 7.000000000000 | 19 | 0 |
| FILE CABINET | 2005-11-07 | 360 | 264 | SL | 7.000000000000 | 51 | 0 |
| SAFE | 2005-11-07 | 372 | 274 | SL | 7.000000000000 | 53 | 0 |
| OFFICE CHAIR | 2005-11-21 | 1218 | 899 | SL | 7.000000000000 | 174 | 0 |
| CALCULATOR | 2005-11-28 | 41 | 41 | SL | 5.000000000000 | 0 | 0 |
| LEASEHOLD IMPROVEMENT | 2005-12-16 | 44416 | 5597 | SL | 40.000000000000 | 0 | 0 |
| SIGN | 2006-02-10 | 363 | 255 | SL | 7.000000000000 | 52 | 0 |
| SOFTWARE | 2006-03-20 | 25656 | 25656 | SL | 3.000000000000 | 0 | 0 |
| ART PRINTS | 2006-03-21 | 3700 | 2512 | SL | 7.000000000000 | 529 | 0 |
| GLASS TOP FOR TABLE | 2006-03-31 | 157 | 105 | SL | 7.000000000000 | 22 | 0 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DISPOSAL OF ASSETS | Name |
| How Acquired | PURCHASED | HowAcquired |
| Basis | 47243 | Basis |
| Sales Expense | 0 | SalesExpense |
| Total Net | -38818 | TotalNet |
| Accumulated Depreciation | 8425 | AccumulatedDepreciation |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc (30 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Accumulated DepreciationAccumulatedDepreciation | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|---|
| CAMERA | 549 | 549 | 0 | 0 |
| COMPUTER HUTCH | 1386 | 1262 | 124 | 124 |
| COMPUTER HUTCH | 1042 | 951 | 91 | 91 |
| CONFIGURATION DESK | 1616 | 1473 | 143 | 143 |
| DECORATIVE DESK | 924 | 841 | 83 | 83 |
| COMPUTER CREDENZA | 1386 | 1262 | 124 | 124 |
| MAP SIDE TABLE | 524 | 478 | 46 | 46 |
| COPPER TOP TABLE | 363 | 330 | 33 | 33 |
| CHECKERS CHAIR | 807 | 734 | 73 | 73 |
| CAMDEN TRESTLE TABLE | 599 | 546 | 53 | 53 |
| CAMDEN HUTCH | 465 | 422 | 43 | 43 |
| CAMDEN SIDEBOARD | 599 | 546 | 53 | 53 |
| CAMELBACK ARMCHAIR (2) | 265 | 242 | 23 | 23 |
| CAMELBACK SIDE CHAIRS | 580 | 529 | 51 | 51 |
| CAMELBACK SIDE CHAIR (4) | 416 | 377 | 39 | 39 |
| LOGAN X-BACK ARM CHAIR (2) | 396 | 362 | 34 | 34 |
| LAMP W/ SHADE | 70 | 64 | 6 | 6 |
| TRAVEL DRIVE 1G | 86 | 86 | 0 | 0 |
| LASERJET PRINTER | 5288 | 5288 | 0 | 0 |
| IP PHONE | 412 | 411 | 1 | 1 |
| FILE CABINET | 767 | 677 | 90 | 90 |
| STORAGE CABINET | 130 | 116 | 14 | 14 |
| FILE CABINET | 360 | 315 | 45 | 45 |
| SAFE | 372 | 327 | 45 | 45 |
| OFFICE CHAIR | 1218 | 1073 | 145 | 145 |
| CALCULATOR | 41 | 41 | 0 | 0 |
| SIGN | 363 | 307 | 56 | 56 |
| SOFTWARE | 25656 | 25656 | 0 | 0 |
| ART PRINTS | 3700 | 3041 | 659 | 659 |
| GLASS TOP FOR TABLE | 157 | 127 | 30 | 30 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (6 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| BANK CHARGES | 13790 | 13790 | 0 |
| DUES & SUBSCRIPTIONS | 1120 | 0 | 0 |
| INSURANCE | 916 | 0 | 0 |
| OFFICE SUPPLIES | 5268 | 0 | 0 |
| MEALS & ENTERTAINMENT | 73 | 0 | 0 |
| MISCELLANEOUS EXPENSE | 556 | 0 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|
| FEE ASSESSMENT | 1012731 | 1012731 |
| OTHER INCOME | 86 | 86 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SECURITY DEPOSIT | Description |
| BOY Book Value | 2251 | BOYBookValue |
| EOY Book Value | 0 | EOYBookValue |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAXES | Category |
| Amount | $4,331 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments