JOHN AND GAYE PATTON CHARITABLE FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- JOHN AND GAYE PATTON CHARITABLE FOUNDATION INC (EIN 27-1890638)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-03-04
- IRS object ID
- 201340639349100604
- Schema version
- 2012v2.0
- 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
- Depreciation Schedule
- Expln Of Non Filing With AG Stmt
- Investments Other Schedule2
- Land Etc Schedule2
- Loans From Officers Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-03-04T13:26:47-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593584250 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSAN M SURBER PA CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 124 E MIRACLE STRIP PARKWAY SUITE 2 | AddressLine1 |
| City | MARY ESTHER | City |
| State | FL | State |
| ZIP Code | 325691990 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271890638 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JOHN AND GAYE PATTON CHARITABLE | BusinessNameLine1 |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JOHN | NameControl |
| Phone | 8502678467 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 205 VILLAGE BEACH ROAD WEST | AddressLine1 |
| City | SANTA ROSA BEACH | City |
| State | FL | State |
| ZIP Code | 32459 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CONNIE MONSOUR | Name |
| Title | DIRECTOR/PRESIDENT | Title |
| Phone | 4787491724 | Phone |
| Date Signed | 2013-02-09 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SUSAN M SURBER | Name |
| PTIN | P00237217 | PTIN |
| Phone | 8502444108 | Phone |
| Date Prepared | 2013-02-09 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | 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 | 311371 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 9984 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 9984 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 286 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 81472 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 286 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 10270 | TotalRevenueAndExpenses |
| Total Net Investment Income | 10270 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 0 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 1500 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 250 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 1250 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 485 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 300 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 185 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 1535 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 1535 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 0 | OtherProfFeesAdjNetIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 80 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 80 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 165 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Deprec And Depletion Adj Net Incm | 165 | DeprecAndDepletionAdjNetIncm |
| Trav Conf Meeting Rev And Expnss | 2821 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 705 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Adj Net Incm | 0 | TravConfMeetingAdjNetIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 2116 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 156 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 6742 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 2870 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 165 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 3551 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 7249 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 7249 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 13991 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 2870 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 165 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 10800 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -3721 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 7400 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 12689 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 2239 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 2239 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses EOY | 1526 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 1526 | PrepaidExpensesEOYFMV |
| Investments Other BOY | 299893 | InvestmentsOtherBOY |
| Investments Other EOY | 300183 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 307082 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 827 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 303 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 689 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 524 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 524 | LandBuildingAndEquipmentEOYFMV |
| Total Assets BOY | 313271 | TotalAssetsBOY |
| Total Assets EOY | 304472 | TotalAssetsEOY |
| Total Assets EOYFMV | 311371 | TotalAssetsEOYFMV |
| Loans From Officers BOY | 7961 | LoansFromOfficersBOY |
| Loans From Officers EOY | 4461 | LoansFromOfficersEOY |
| Other Liabilities BOY | 1578 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 0 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 9539 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4461 | 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 | 303732 | RetainedEarningsBOY |
| Retained Earnings EOY | 300011 | RetainedEarningsEOY |
| Total Net Assets BOY | 303732 | TotalNetAssetsBOY |
| Total Net Assets EOY | 300011 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 313271 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 304472 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 303732 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -3721 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 300011 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 300011 | 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 |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 26509 | 25391 | 1118 | 1118 |
| PUBLICLY TRADED SECURITIES | P | 52827 | 55795 | -2968 | -2968 |
| CAPITAL GAINS DIVIDENDS | P | 2136 | 2136 | 2136 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 286 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 4027 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 301950 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.013337 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 0 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 13037 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.000000 | DistributionRatioYear2 |
| Total Distribution Ratio | 0.013337 | TotalDistributionRatio |
| Average Distribution Ratio | 0.006669 | AverageDistributionRatio |
| Net Noncharitable Assets | 304163 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 2028 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 74 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 2102 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 10800 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 74 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 74 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 74 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1600 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1600 | TotalCreditsAndPayments |
| Overpayment | 1526 | Overpayment |
| Amount Credited To Next Year | 80 | AmountCreditedToNextYear |
| Amount To Be Refunded | 1446 | AmountToBeRefunded |
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 | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| Form990 PF Filed With AG | 0 | 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 | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN AND GAYE PATTON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 8502678467 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 205 VILLAGE BEACH RD W | AddressLine1 |
| City | SANTA ROSA BEACH | City |
| State | FL | State |
| ZIP Code | 32459 | 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 | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| 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 |
|---|---|---|---|---|---|---|---|---|
| CONNIE K MONSOUR | ||||||||
| 205 VILLAGE BEACH ROAD WEST | SANTA ROSA BEACH | FL | 32459 | DIRECTOR/PRESIDENT | 10.00 | 1500 | 0 | 0 |
| GAYE S PATTON | ||||||||
| 205 VILLAGE BEACH ROAD WEST | SANTA ROSA BEACH | FL | 32459 | DIRECTOR/VICE-PRESIDENT | 3.00 | 0 | 0 | 0 |
| JOHN M PATTON MD | ||||||||
| 205 VILLAGE BEACH ROAD WEST | SANTA ROSA BEACH | FL | 32459 | DIRECTOR/SECRETARY-TREASUR | 10.00 | 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 | 302492 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 6303 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 308795 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 308795 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 4632 | CashDeemedCharitable |
| Net Noncharitable Assets | 304163 | NetNoncharitableAssets |
| Minimum Investment Return | 15208 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 15208 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 74 | TaxBasedOnInvestmentIncome |
| Total Tax | 74 | TotalTax |
| Distributable Amount Before Adj | 15134 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 15134 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 15134 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 10800 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 10800 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 74 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 10726 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 15134 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 7899 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 10800 | QualifyingDistributions |
| Applied To Year1 | 7899 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 2901 | 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 |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 12233 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GAYE S PATTON | ContributingManager |
| Contributing Manager | JOHN M PATTON MD | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | THE JOHN AND GAYE PATTON CHARITABLE | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 205 VILLAGE BEACH ROAD WEST | AddressLine1 |
| City | SANTA ROSA BEACH | City |
| State | FL | State |
| ZIP Code | 32459 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 4787491724 | RecipientPhoneNumber |
| Form And Info And Materials | NO SPECIFIC FORMAT OR FORMAL GRANT PROPOSAL PROCESS HAS BEEN ESTABLISHED. | FormAndInfoAndMaterials |
| Submission Deadlines | N/A | SubmissionDeadlines |
| Restrictions On Awards | N/A | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (4 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| ALAQUA ANIMAL REFUGE INC | ||||||
| 959 WHITFIELD ROAD | FREEPORT | FL | 32439 | PUBLIC CHARITY 501(C | ANIMAL RESCUE | $1,500 |
| COFFEEN LAND TRUST INC | ||||||
| 146 COFFEEN HILL ROAD | SANTA ROSA BEACH | FL | 32459 | PUBLIC CHARITY 501(C | MAINTENANCE/SUPPORT OF NATURE PRESERVE | $2,000 |
| MIAMI BOOK FAIR - MIAMI-DADE COLLEGE | ||||||
| 401 NE SECOND AVE STE 4102 | MIAMI | FL | 33132 | PUBLIC CHARITY 501(C | ADVANCEMENT OF LITERARY ARTS | $3,000 |
| MISCELLANEOUS DONEES | ||||||
| C/O 205 VILLAGE BEACH RD | SANTA ROSA BEACH | FL | 32439 | PUBLIC CHARITY 501(C | EDUCATIONAL/OTHER | $749 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 7249 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 01 | ExclusionCode |
| Exclusion | $9,984 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 01 | ExclusionCode |
| Exclusion | $286 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $10,270 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 10270 | TotalPartXVIA |
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 FEES | Category |
| Amount | $485 | Amount |
| Net Investment Income | 300 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 185 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Property | COMPUTER | DescriptionOfProperty |
| Date Acquired | 2011-03-11 | DateAcquired |
| Cost Or Other Basis | 827 | CostOrOtherBasis |
| Prior Years Depreciation | 138 | PriorYearsDepreciation |
| Computation Method | SL | ComputationMethod |
| Life | 5.000000000000 | Life |
| Current Year Expense | 165 | CurrentYearExpense |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 165 | AdjustedNetIncome |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Statement | THE ORGANIZATION DOES NOT INTEND TO SOLICIT CONTRIBUTIONS BY ANY MEANS OR HAVE FUNDS SOLICITED ON ITS BEHALF (FL STATUTE TITLE XXXIII, SEC. 496.401(1)(A)) | Statement |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PUBLICLY TRADED STOCK | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 300183 | BookValue |
| EOYFMV | 307082 | EOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | COMPUTER | CategoryOrItem |
| Cost Or Other Basis | 827 | CostOrOtherBasis |
| Accumulated Depreciation | 303 | AccumulatedDepreciation |
| Book Value | 524 | BookValue |
| EOYFMV | 524 | EOYFMV |
Loans From Officers Schedule LoansFromOfficersSchedule
Loans From Officer LoansFromOfficer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lenders Name | JOHN AND GAYE PATTON | LendersName |
| Lenders Title | DIRECTORS | LendersTitle |
| Original Amount Of Loan | 7961 | OriginalAmountOfLoan |
| Balance Due | 4461 | BalanceDue |
| Interest Rate | 0.000000000000 | InterestRate |
| Security Provided By Borrower | N/A | SecurityProvidedByBorrower |
| Purpose Of Loan | START-UP EXPENSES | PurposeOfLoan |
| Desc Of Lender Consideration | N/A | DescOfLenderConsideration |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| BANK FEES | 95 | 0 | 0 | 0 |
| LICENSES & FEES | 61 | 0 | 0 | 0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | EXCISE TAXES PAYABLE | Description |
| BOY Book Value | 1578 | BOYBookValue |
| EOY Book Value | 0 | EOYBookValue |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKERAGE FEES | Category |
| Amount | $1,535 | Amount |
| Net Investment Income | 1535 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | Category |
| Amount | $80 | Amount |
| Net Investment Income | 80 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |