JOHN AND GAYE PATTON CHARITABLE FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- JOHN AND GAYE PATTON CHARITABLE FOUNDATION INC (EIN 27-1890638)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-03-09
- IRS object ID
- 201200699349100700
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Expln Of Non Filing With AG Stmt
- Investments Other Schedule2
- Land Etc Schedule2
- Loans From Officers Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-03-09T10:51:14-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 | 2011-01-01 | 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 | 2012-03-08 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SUSAN M SURBER | Name |
| PTIN | P00237217 | PTIN |
| Phone | 8502444108 | Phone |
| Date Prepared | 2012-03-08 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 302835 | 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 | 8153 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 8153 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 8427 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 317778 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 154275 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 16580 | TotalRevenueAndExpenses |
| Total Net Investment Income | 162428 | 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 | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 1524 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 1524 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 0 | OtherProfFeesAdjNetIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 7 | InterestRevAndExpnss |
| Interest Net Invst Incm | 0 | InterestNetInvstIncm |
| Interest Adj Net Incm | 0 | InterestAdjNetIncm |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1578 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 1578 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 138 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 138 | DeprecAndDepletionNetInvstIncm |
| Deprec And Depletion Adj Net Incm | 0 | DeprecAndDepletionAdjNetIncm |
| Trav Conf Meeting Rev And Expnss | 1248 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 312 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Adj Net Incm | 0 | TravConfMeetingAdjNetIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 936 | TravConfMeetingDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 6480 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 3802 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 2186 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 2600 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 2600 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 9080 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 3802 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 4786 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 7500 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 158626 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 6981 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 12689 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 12689 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 291734 | InvestmentsOtherBOY |
| Investments Other EOY | 299893 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 289457 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 827 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 138 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 0 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 689 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 689 | LandBuildingAndEquipmentEOYFMV |
| Total Assets BOY | 298715 | TotalAssetsBOY |
| Total Assets EOY | 313271 | TotalAssetsEOY |
| Total Assets EOYFMV | 302835 | TotalAssetsEOYFMV |
| Loans From Officers BOY | 7961 | LoansFromOfficersBOY |
| Loans From Officers EOY | 7961 | LoansFromOfficersEOY |
| Other Liabilities BOY | 1472 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 1578 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 9433 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 9539 | 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 | 289282 | RetainedEarningsBOY |
| Retained Earnings EOY | 303732 | RetainedEarningsEOY |
| Total Net Assets BOY | 289282 | TotalNetAssetsBOY |
| Total Net Assets EOY | 303732 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 298715 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 313271 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 289282 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 7500 | ExcessOfRevenueOverExpenses |
| Other Increases | 6950 | OtherIncreases |
| Subtotal | 303732 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 303732 | 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 | D | 200934 | 42301 | 158633 | 158633 |
| PUBLICLY TRADED SECURITIES | P | 114510 | 121202 | -6692 | -6692 |
| CAPITAL GAINS DIVIDENDS | P | 2334 | 2334 | 2334 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 154275 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 0 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 13037 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.0 | DistributionRatioYear1 |
| Total Distribution Ratio | 0.0 | TotalDistributionRatio |
| Average Distribution Ratio | 0.0 | AverageDistributionRatio |
| Net Noncharitable Assets | 301950 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 0 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1586 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1586 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 5613 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1586 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1586 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1586 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Tax Due | 1586 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 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 ROAD WEST | 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 | 301415 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 5133 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 306548 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 306548 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 4598 | CashDeemedCharitable |
| Net Noncharitable Assets | 301950 | NetNoncharitableAssets |
| Minimum Investment Return | 15098 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 15098 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1586 | TaxBasedOnInvestmentIncome |
| Total Tax | 1586 | TotalTax |
| Distributable Amount Before Adj | 13512 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 13512 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 13512 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 4786 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 827 | AmountsPaidAcqCharitableAssets |
| Qualifying Distributions | 5613 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1586 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 4027 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 13512 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 5613 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 5613 | 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 | 7899 | 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 (2 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 | $1,600 |
| COFFEEN LAND TRUST INC | ||||||
| 146 COFFEEN HILL ROAD | SANTA ROSA BEACH | FL | 32459 | PUBLIC CHARITY 501(C | MAINTENANCE/SUPPORT OF NATURE PRESERVE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 2600 | 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 | $8,153 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 01 | ExclusionCode |
| Exclusion | $8,427 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $16,580 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 16580 | 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 | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | 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 |
| Computation Method | SL | ComputationMethod |
| Life | 5.000000000000 | Life |
| Current Year Expense | 138 | CurrentYearExpense |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 138 | 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 | 299893 | BookValue |
| EOYFMV | 289457 | 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 | 138 | AccumulatedDepreciation |
| Book Value | 689 | BookValue |
| EOYFMV | 0 | 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 |
| Balance Due | 7961 | BalanceDue |
| Purpose Of Loan | START-UP EXPENSES | PurposeOfLoan |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED LOSSES ON MARKETABLE SECURITIES | Description |
| Amount | $6,950 | Amount |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | EXCISE TAXES PAYABLE | Description |
| BOY Book Value | 1472 | BOYBookValue |
| EOY Book Value | 1578 | EOYBookValue |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKERAGE FEES | Category |
| Amount | $1,524 | Amount |
| Net Investment Income | 1524 | 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 | $1,578 | Amount |
| Net Investment Income | 1578 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |