JAMES J MARKS FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- JAMES J MARKS FOUNDATION INC (EIN 31-1587406)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-03-03
- IRS object ID
- 201720629349100107
- Schema version
- 2016v3.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-03-03T16:38:34-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 592922169 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SALTMARSH CLEAVELAND & GUND | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 NORTH 12TH AVENUE | AddressLine1Txt |
| City | PENSACOLA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311587406 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES J MARKS FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAME | BusinessNameControlTxt |
| Phone | 8504298640 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 E MAIN STREET SUITE A | AddressLine1Txt |
| City | PENSACOLA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 325026096 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES MARKS JR | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 8504298640 | PhoneNum |
| Signature | 2017-02-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELIZABETH S VARHALLA CPA | PreparerPersonNm |
| PTIN | P01289668 | PTIN |
| Phone | 8504358300 | PhoneNum |
| Preparation | 2017-02-23 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 70.169.168.131 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-02-23 | IPDt |
| IP Tm | 10:12:52 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9002F34287371AB458B4D96F7FDF5E9A1929A29C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $546,810 | 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 | $8,500 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,500 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $16,708 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $388,046 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $16,708 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $25,208 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $25,208 | 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 |
| Accounting Fees Rev And Expnss | $2,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,860 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,873 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,160 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,842 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,962 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,873 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $31,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $31,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $42,212 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,873 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $31,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$17,004 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $23,335 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2 | CashBOYAmt |
| Cash EOY | $2 | CashEOYAmt |
| Cash EOYFMV | $2 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $16,886 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,334 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,334 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $322,132 | CorporateStockBOYAmt |
| Corporate Stock EOY | $324,126 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $371,312 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $139,899 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $127,453 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $121,405 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $43,757 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $43,757 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $43,757 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $43,757 | LandBldgInvestmentsEOYFMVAmt |
| Total Assets BOY | $522,676 | TotalAssetsBOYAmt |
| Total Assets EOY | $505,672 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $546,810 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,350,000 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,350,000 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$827,324 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$844,328 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $522,676 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $505,672 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $522,676 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $505,672 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $522,676 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$17,004 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $505,672 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $505,672 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $387,377 | $371,338 | $16,039 | $16,039 |
| CAPITAL GAINS DIVIDENDS | P | $669 | $669 | $669 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $16,708 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $36,750 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $550,082 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.066808 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $38,300 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $582,158 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.065790 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $53,175 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $558,787 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.095161 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $35,492 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $523,168 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.067841 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $39,625 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $547,999 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.072309 | DistributionYr5Rt |
| Total Distribution | 0.367909 | TotalDistributionRt |
| Average Distribution | 0.073582 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $482,466 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $35,501 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $233 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $35,734 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $31,250 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $467 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $467 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $467 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $365 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $365 | TotalPaymentsAndCreditsAmt |
| Tax Due | $102 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | ELIZABETH VARHALLA CPA | IndividualWithBooksNm |
| Phone | 8504358300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 NORTH 12TH AVE | AddressLine1Txt |
| City | PENSACOLA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32501 | 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 | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| NEAL NASH | ||||||||
| 120 E MAIN STREET SUITE A | PENSACOLA | FL | 32501 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| LIANNA NASH | ||||||||
| 120 E MAIN STREET SUITE A | PENSACOLA | FL | 32501 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JAMES J MARKS JR | ||||||||
| 120 E MAIN STREET SUITE A | PENSACOLA | FL | 32501 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| STEPHANIE MARKS | ||||||||
| 120 E MAIN STREET SUITE A | PENSACOLA | FL | 32501 | DIRECTOR | 0.00 | $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 | $485,545 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,268 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $489,813 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $489,813 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,347 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $482,466 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $24,123 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $24,123 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $467 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $467 | TotalTaxAmt |
| Distributable Before Adj | $23,656 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $23,656 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $23,656 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $31,250 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $31,250 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $31,250 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $23,656 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $13,387 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $10,626 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $26,667 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $10,328 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $9,913 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $70,921 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $31,250 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $23,656 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,594 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $78,515 | 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 | $13,387 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $65,128 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $10,626 | ExcessFromYear4Amt |
| Excess From Year3 | $26,667 | ExcessFromYear3Amt |
| Excess From Year2 | $10,328 | ExcessFromYear2Amt |
| Excess From Year1 | $9,913 | ExcessFromYear1Amt |
| Excess From Current Year | $7,594 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | NEAL NASH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 E MAIN STREET SUITE A | AddressLine1Txt |
| City | PENSACOLA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8504298640 | RecipientPhoneNum |
| Form And Info And Materials | NO PREDETERMINED FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||||
| 5401 CORPORATE WOODS DRIVE | PENSACOLA | FL | 32504 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 |
| BOY SCOUTS OF AMERICA | |||||||
| 9440 UNIVERSITY PARKWAY | PENSACOLA | FL | 32514 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $250 |
| CHILDRENS HOME SOCIETY | |||||||
| 1300 N PALAFOX STREET 103 | PENSACOLA | FL | 32501 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 |
| COVENANT HOSPICE | |||||||
| 10075 HILLVIEW DRIVE | PENSACOLA | FL | 32503 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $2,000 |
| FAVOR HOUSE | |||||||
| 120 E MAIN STREET STE A | PENSACOLA | FL | 32502 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 |
| GULF COAST KIDS HOUSE | |||||||
| 3401 N 12TH AVE | PENSACOLA | FL | 32503 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 |
| HUMANE SOCIETY | |||||||
| 120 E MAIN STREET STE A | PENSACOLA | FL | 32502 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $2,000 |
| IMPACT 100 | |||||||
| PO BOX 13304 | PENSACOLA | FL | 32591 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $3,000 |
| PACE TEMPLE CME CHURCH | |||||||
| 2912 W GADSDEN STREET | PENSACOLA | FL | 32505 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 |
| PANHANDLE CHARITABLE OPEN | |||||||
| 6847A N 9TH AVENUE | PENSACOLA | FL | 32504 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $2,500 |
| PATHWAYS FOR CHANGE | |||||||
| 120 E MAIN STREET STE A | PENSACOLA | FL | 32502 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $2,500 |
| PENSACOLA CHILDRENS CHORUS | |||||||
| 6 E CHASE STREET | PENSACOLA | FL | 32502 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $5,000 |
| PENSACOLA MUSEUM OF ART | |||||||
| 407 S JEFFERSON STREET | PENSACOLA | FL | 32502 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 |
| SOCIETY OF DEBUTANTE CHARITY COTILLION | |||||||
| PO BOX 2274 | PENSACOLA | FL | 32504 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $2,000 |
| ST ANDREWS ANTIOCHIAN ORTHODOX CHURCH | |||||||
| 120 E MAIN STREET STE A | PENSACOLA | FL | 32502 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $5,000 |
| YMCA OF NORTHWEST FLORIDA | |||||||
| 415B N TARRAGONA STREET | PENSACOLA | FL | 32502 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $31,250 | 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 | $8,500 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $16,708 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $25,208 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $25,208 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 3 | LineNumberTxt |
| Relationship Statement | TO PROVIDE CURRENT FUNDS TO MEET OPERATING COSTS OF THE FOUNDATION. | RelationshipStatementTxt |
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 | $2,100 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | WHITNEY TRUST | BondNm |
| EOY Book Value | $127,453 | EOYBookValueAmt |
| EOYFMV | $121,405 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | WHITNEY TRUST | StockNm |
| EOY Book Value | $324,126 | EOYBookValueAmt |
| EOYFMV | $371,312 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LAWN CARE | $1,800 | $0 | $0 |
| MISCELLANEOUS | $42 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TRUSTEE FEES | CategoryTxt |
| Amt | $4,860 | Amt |
| Net Investment Income | $1,873 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAXES AND LICENSES | $2,100 | $0 | $0 |
| FOREIGN TAXES | $60 | $0 | $0 |