JOHN AND GAYE PATTON CHARITABLE FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- JOHN AND GAYE PATTON CHARITABLE FOUNDATION INC (EIN 27-1890638)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201923189349100002
- Schema version
- 2018v3.1
- 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
- Form 990-PF
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Land Etc Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-14T03:50:26-08:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Susan M Surber PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5000 Big Island Dr Unit 317 | AddressLine1Txt |
| City | Jacksonville | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32246 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271890638 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JOHN AND GAYE PATTON CHARITABLE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 8502678467 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 205 VILLAGE BEACH ROAD WEST | AddressLine1Txt |
| City | SANTA ROSA BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32459 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GAYE PATTON | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 8502678467 | PhoneNum |
| Signature | 2019-11-10 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUSAN M SURBER | PreparerPersonNm |
| PTIN | P00237217 | PTIN |
| Phone | 8506879811 | PhoneNum |
| Preparation | 2019-11-10 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 76.106.185.172 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-14 | IPDt |
| IP Tm | 03:50:09 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A1541AA6C2D4838475E4BADCC19C6A2A6C987B0C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A1541AA6C2D4838475E4BADCC19C6A2A6C987B0C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $312,439 | 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 |
| Dividends Rev And Expnss | $11,292 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,292 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$3,532 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $56,503 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $916 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $7,760 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,292 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $916 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $375 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $200 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $175 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,729 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,729 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $187 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $241 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $61 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $2,593 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,929 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $175 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $13,093 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,929 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,675 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,333 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,363 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $916 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,982 | CashBOYAmt |
| Cash EOY | $24,630 | CashEOYAmt |
| Cash EOYFMV | $24,630 | CashEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Prepaid Expenses BOY | $0 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $0 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $0 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $254,790 | CorporateStockBOYAmt |
| Corporate Stock EOY | $235,196 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $287,809 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land Bldg Equip Cost Or Other Bss | $827 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $827 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $265,772 | TotalAssetsBOYAmt |
| Total Assets EOY | $259,826 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $312,439 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $40 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $79 | AccountsPayableEOYAmt |
| Loans From Officers BOY | $51 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $51 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $91 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $130 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $265,681 | RetainedEarningBOYAmt |
| Retained Earning EOY | $259,696 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $265,681 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $259,696 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $265,772 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $259,826 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $265,681 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,333 | ExcessRevenueOverExpensesAmt |
| Subtotal | $260,348 | SubtotalAmt |
| Other Decreases | $652 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $259,696 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - SHORT-TERM | P | 2018-01-01 | 2018-09-05 | $9,022 | $0 | $8,106 | $916 | $0 | $0 | $0 | $916 |
| PUBLICLY TRADED SECURITIES - LONG-TERM | P | 2015-01-01 | 2018-12-31 | $47,481 | $0 | $51,929 | -$4,448 | $0 | $0 | $0 | -$4,448 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$3,532 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $916 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $17,647 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $325,529 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054210 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $17,754 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $307,401 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.057755 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $17,554 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $328,146 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053494 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $15,841 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $346,955 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045657 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $15,159 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $327,136 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046339 | DistributionYr5Rt |
| Total Distribution | 0.257455 | TotalDistributionRt |
| Average Distribution | 0.051491 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $338,409 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $17,425 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $94 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $17,519 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $10,675 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $187 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $187 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $187 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $108 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $108 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $108 | OriginalReturnTaxPaidAmt |
| Tax Due | $79 | 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 | Yes (true) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | false | 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 |
| Individual With Books | JOHN AND GAYE PATTON | IndividualWithBooksNm |
| Phone | 8502678467 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 205 VILLAGE ROAD W | AddressLine1Txt |
| City | SANTA ROSA BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32459 | 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 | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| GAYE S PATTON | ||||||||
| 205 VILLAGE ROAD WEST | SANTA ROSA BEACH | FL | 32459 | DIRECTOR/PRESIDENT | 3.00 | $0 | $0 | $0 |
| JOHN M PATTON MD | ||||||||
| 205 VILLAGE ROAD WEST | SANTA ROSA BEACH | FL | 32459 | DIRECTOR/SEC/TREAS | 3.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $329,909 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,653 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $343,562 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $343,562 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,153 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $338,409 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $16,920 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $16,920 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $187 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $187 | TotalTaxAmt |
| Distributable Before Adj | $16,733 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $16,733 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $16,733 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,675 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $10,675 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $10,675 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $16,733 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $8,832 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,675 | QualifyingDistributionsAmt |
| Applied To Year1 | $8,832 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,843 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $14,890 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN M PATTON MD | ContributingManagerNm |
| Contributing Manager | GAYE S PATTON | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOHN AND GAYE PATTON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 205 VILLAGE BEACH ROAD W | AddressLine1Txt |
| City | SANTA ROSA BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32459 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Info And Materials | NO SPECIFIC FORMAT OR FORMAL GRANT PROPOSAL PROCESS HAS BEEN ESTABLISHED. | FormAndInfoAndMaterialsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALAQUA ANIMAL REFUGE INC | ||||||
| 959 WHITFIELD ROAD | FREEPORT | FL | 32439 | 501(C)(3) | ANIMAL RESCUE | $2,500 |
| CHOCTAWHATCHEE BASIN ALLIANCE | ||||||
| 109 GREENWAY TRAIL | SANTA ROSA BEACH | FL | 32459 | 501(C)(3) | ENVIRONMENTAL | $1,000 |
| SOUTHERN FESTIVAL OF BOOKS-HUMANITIES TENNESSEE | ||||||
| 807 MAIN STREET SUITE B | NASHVILLE | TN | 37206 | 501(C)(3) | EDUCATIONAL | $1,000 |
| MIAMI BOOK FESTIVAL-MIAMI DADE COLLEGE | ||||||
| 300 NE SECOND AVE-7TH FL | MIAMI | FL | 33132 | 501(C)(3) | EDUCATIONAL | $5,000 |
| UNIVERSITY OF SO CAROLINA | ||||||
| 514 MAIN STREET | COLUMBIA | SC | 29208 | 501(C)(3) | OPEN BOOK AUTHORREADING SERIES | $1,000 |
| (no name) | ||||||
| $0 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,292 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$3,532 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $7,760 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,760 | 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 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - SHORT-TERM | 2018-01 | Purchased | 2018-09 | $9,022 | $8,106 | $916 |
| PUBLICLY TRADED SECURITIES - LONG-TERM | 2015-01 | Purchased | 2018-12 | $47,481 | $51,929 | -$4,448 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | EXPLANATION CONCERNING PART VII-A, LINE 8B | FormAndLineReferenceDesc |
| Medium Explanation | THE ORGANIZATION DOES NOT INTEND TO SOLICIT CONTRIBUTIONS BY ANYTHE ORGANIZATION DOES NOT INTEND TO SOLICIT CONTRIBUTIONS BY ANYTHE ORGANIZATION DOES NOT INTEND TO SOLICIT CONTRIBUTIONS BY ANY | MediumExplanationTxt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | COMPUTER | CategoryOrItemTxt |
| Cost Or Other Basis | $827 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $827 | AccumulatedDepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT TO SECURITIES FMV | Desc |
| Amt | $652 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LICENSES & FEES | Desc |
| Revenue And Expenses Per Books | $61 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HOMRICH BERG BROKER FEES | CategoryTxt |
| Amt | $1,729 | Amt |
| Net Investment Income | $1,729 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| EXCISE TAXES | $187 |
| FOREIGN TAXES PAID |