JEAN GAULIN FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- JEAN GAULIN FOUNDATION (EIN 06-6519973)
- Tax period
- 2012-12-01 to 2013-11-30
- Filed
- 2014-05-29
- IRS object ID
- 201411499349100311
- Schema version
- 2012v2.3
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-29T14:51:22-05:00 | Timestamp |
| Tax Period End Date | 2013-11-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10001 REUNION PLACE SUITE 400 | AddressLine1 |
| City | SAN ANTONIO | City |
| State | TX | State |
| ZIP Code | 782164137 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-12-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 066519973 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jean Gaulin Foundation | BusinessNameLine1 |
| Business Name Line2 | (Formerly Gaulin Foundation Andree & Jean) | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % JEAN GAULIN | InCareOfName |
| Name Control | JEAN | NameControl |
| Phone | 2104100298 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28 Porto Mar | AddressLine1 |
| Address Line2 | Unit 303 Suite | AddressLine2 |
| City | Palm Coast | City |
| State | FL | State |
| ZIP Code | 321375369 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jean Gaulin | Name |
| Title | trustee | Title |
| Date Signed | 2014-05-15 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Patricia Quintana-Perron CPA | Name |
| Phone | 2103419400 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 3419685 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 486911 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 136846 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 136846 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 507411 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 713225 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 507411 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 115 | NetSTCGAdjNetIncm |
| Total Revenue And Expenses | 1131168 | TotalRevenueAndExpenses |
| Total Net Investment Income | 644257 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 115 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 8200 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 6150 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 2050 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 25577 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 25577 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 12460 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 1102 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 100 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 75 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 25 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 46337 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 32904 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 2075 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 145000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 145000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 191337 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 32904 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 147075 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 939831 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 611353 | NetInvestmentIncome |
| Adjusted Net Income | 115 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 461677 | CashBOY |
| Savings And Temp Cash Invst EOY | 571186 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 571186 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 660021 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 657926 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1273287 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 572326 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 536572 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 561579 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 627048 | InvestmentsOtherBOY |
| Investments Other EOY | 1015188 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 1013633 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 2321072 | TotalAssetsBOY |
| Total Assets EOY | 2780872 | TotalAssetsEOY |
| Total Assets EOYFMV | 3419685 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 2321072 | RetainedEarningsBOY |
| Retained Earnings EOY | 2780872 | RetainedEarningsEOY |
| Total Net Assets BOY | 2321072 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2780872 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2321072 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2780872 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2321072 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 939831 | ExcessOfRevenueOverExpenses |
| Subtotal | 3260903 | Subtotal |
| Other Decreases | 480031 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 2780872 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| PUBLICALLY TRADED SECURITIES PROPERTY - LT | P | 704155 | 197407 | 506748 | 506748 |
| PUBLICALLY TRADED SECURITIES PROPERTY - ST | P | 8522 | 8407 | 115 | 115 |
| CAPITAL GAIN DIVIDENDS | P | 548 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 507411 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 115 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 137922 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2936360 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.04697 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 256616 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 5827230 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.044037 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 232232 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 5172227 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.0449 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 268029 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 4608919 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.058154 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 301104 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 5468264 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.055064 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.249125 | TotalDistributionRatio |
| Average Distribution Ratio | 0.049825 | AverageDistributionRatio |
| Net Noncharitable Assets | 3031590 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 151049 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 6114 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 157163 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 147075 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 12227 | InvestmentIncomeExciseTax |
| Subtotal | 12227 | Subtotal |
| Tax Based On Investment Income | 12227 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 10360 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 10360 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 2 | PenaltyForUnderpayment |
| Tax Due | 1869 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | true | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | CA | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEAN GAULIN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 2104100298 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28 PORTO MAR UNIT 303 | AddressLine1 |
| City | Palm Coast | City |
| State | FL | State |
| ZIP Code | 32137 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| MATHIEU GAULIN | ||||||
| 28 Porto Mar | Palm Coast | FL | 321375369 | TRUSTEE | 3.0 | 0 |
| JEAN GAULIN | ||||||
| 28 Porto Mar | Palm Coast | FL | 321375369 | TRUSTEE | 3.0 | 0 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 2738465 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 339291 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 3077756 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 3077756 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 46166 | CashDeemedCharitable |
| Net Noncharitable Assets | 3031590 | NetNoncharitableAssets |
| Minimum Investment Return | 151580 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 151580 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 12227 | TaxBasedOnInvestmentIncome |
| Total Tax | 12227 | TotalTax |
| Distributable Amount Before Adj | 139353 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 139353 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 139353 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 147075 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 147075 | QualifyingDistributions |
| Adj Qualifying Distributions | 147075 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 139353 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 132455 | UndistributedIncomePriorYear |
| Prior Year1 | 2010 | PriorYear1 |
| Prior Year2 | 2009 | PriorYear2 |
| Prior Year3 | 2008 | PriorYear3 |
| Excess Distri Carryover Year2 | 0 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 147075 | QualifyingDistributions |
| Applied To Year1 | 132455 | AppliedToYear1 |
| Applied To Current Year | 14620 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Undistributed Income CY | 124733 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
| Excess From Current Year | 0 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (6 entries)
| Address Line1RecipientUSAddress/AddressLine1 | Address Line2RecipientUSAddress/AddressLine2 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | Province Or StateRecipientForeignAddress/ProvinceOrState | CountryRecipientForeignAddress/Country | Postal CodeRecipientForeignAddress/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FRIENDS OF POLYTECHNIQUE | ||||||||||||
| C/O SUSAN LQ FLAHERTY | 17251 I STREET NW STE 300 | WASHINGTON | DC | 20006 | PUBLIC CHARITY | GENERAL CHARITABLE CONTRIBUTION | $80,000 | |||||
| Trustees of Tufts College | ||||||||||||
| 200 Boston Ave | Medford | MA | 021554243 | Public Charity | General Charitable Contribution | $5,000 | ||||||
| THE GREATER BOSTON FOOD BANK | ||||||||||||
| 70 S BAY AVENUE | BOSTON | MA | 02118 | PUBLIC CHARITY | General Charitable Contribution | $10,000 | ||||||
| ATLANTIC SALMON FEDERATION | ||||||||||||
| PO BOX 807 | CALAIS | ME | 04619 | PUBLIC CHARITY | General Charitable Contribution | $5,000 | ||||||
| FONDATION PERE SABLON | ||||||||||||
| PUBLIC CHARITY | GENERAL CHARITABLE CONTRIBUTION | $40,000 | 4265 AVENUE PAPINEAU | MONTREAL | QUEBEC | CA | H2H 1T3 | |||||
| FRIENDS OF UNIVERSITY OF MONTREAL | ||||||||||||
| PUBLIC CHARITY | GENERAL CHARITABLE CONTRIBUTION | $5,000 | CP 6128 SUCCURSALE CENTRE-VILLE | MONTREAL | QUEBEC | CA | H3C 3J7 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 145000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments | |
| Int On Savings And Temp Cash Invst | IntOnSavingsAndTempCashInvst |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $136,846 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $507,411 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $644,257 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 644257 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c | X | Organization501c |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | Jean R Gaulin | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28 Porto Mar Unit 303 | AddressLine1 |
| City | Palm Coast | City |
| State | FL | State |
| ZIP Code | 32137 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 486911 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | 18,600 shares of BRP @ $26.178/share | NoncashPropertyDescription |
| Fair Market Value | 486911 | FairMarketValue |
| Date Received | 2013-10-01 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $8,200 | Amount |
| Net Investment Income | 6150 | NetInvestmentIncome |
| Disbursements Charitable Prps | 2050 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | CORPORATE BONDS | NameOfBond |
| EOY Book Value | 536572 | EOYBookValue |
| EOYFMV | 561579 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| COMMON EQUITY HOLDINGS | 519154 | 1135652 |
| PREFERRED SECURITIES | 138772 | 137635 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|
| MUTUAL FUNDS | 989946 | 986455 |
| ASSET BACKED SECURITIES | 25242 | 27178 |
Land Etc Schedule2 LandEtcSchedule2
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN FROM CONTRIBUTED ASSET | Description |
| Amount | $480,031 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS EXPENSES | Description |
| Revenue And Expenses Per Books | 100 | RevenueAndExpensesPerBooks |
| Net Investment Income | 75 | NetInvestmentIncome |
| Disbursements Charitable Prps | 25 | DisbursementsCharitablePrps |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Other Income From US Oil Fund | Description |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | Category |
| Amount | $25,577 | Amount |
| Net Investment Income | 25577 | NetInvestmentIncome |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | Jean R Gaulin | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28 Porto Mar Unit 303 | AddressLine1 |
| City | Palm Coast | City |
| State | FL | State |
| ZIP Code | 32137 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| FOREIGN TAXES | $1,017 | 1017 |
| TAX ON INVESTMENT INCOME | $11,358 | |
| FRANCHISE TAX & ATTORNEY GEN. | $85 | 85 |