Civic Intelligence

Drayton Bernhard Trust

990PF • Fiscal year 2012 • EIN 31-1473531

Jul 01, 2011 to Jun 30, 2012 • Filed on Oct 03, 2012

Organization Profile
4424 NW American Lane Suite 10132055
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

28th percentile

-9.5%

Faster asset growth than 28% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$118,287

Down $12,436 (-9.5%) from 2011

Net Assets

Down

$118,287

Down $12,436 (-9.5%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$15,362

Up $5,735 (+60%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150K$100K$50K$0Assets 2011: $130,723Liabilities 2011: $0Net Assets 2011: $130,7232011Assets 2012: $118,287Liabilities 2012: $0Net Assets 2012: $118,2872012Assets 2013: $114,616Liabilities 2013: $0Net Assets 2013: $114,6162013

Highlighted filing

2012

Assets$118,287
Liabilities$0
Net Assets$118,287
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20K$15K$10K$5.0K$0Expenses 2011: $9,6272011Expenses 2012: $15,3622012Expenses 2013: $12,6622013

Highlighted filing

2012

Revenue-
Expenses$15,362
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Oct 3, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN W BURNS IIITrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCOLUMBIA COUNTY PUBLICPROCUREMENT OF LIBRARY MATERIALS-LAKE CITY, FL, US$13,048
Filing and Contact Details

Filer

EIN
31-1473531
Raw XML Appendix287 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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AccountingFeesSchedule/AccountingFees/Amount0925
AccountingFeesSchedule/AccountingFees/Category0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome0925
CompensationExplanation/Compensation/PersonName0JOHN W BURNS III
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue0106246
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV0118962
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0AXA INVESTMENTS
InvestmentsOtherSchedule2/InvestmentsOther/BookValue02649
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0POWERSHARES BD COMMODITY INDEX K-1
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV02649
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount02433
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount0486
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount07
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount02926
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA02926
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncm0925
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm0925
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss0925
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome0172
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm0486
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss013048
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncm02433
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss02433
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-12436
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0500
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncm07
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm07
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss07
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss0486
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome0612
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCGAdjNetIncm09
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncm01352
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss01377
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm012
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss012
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjustedNetIncome02449
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm02277
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps013048
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss015362
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses02926
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss02314
IRS990PF/BalanceSheets/CashBOY048
IRS990PF/BalanceSheets/CashEOY053
IRS990PF/BalanceSheets/CashEOYFMV053
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0104704
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0106246
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV0118962
IRS990PF/BalanceSheets/InvestmentsOtherBOY02623
IRS990PF/BalanceSheets/InvestmentsOtherEOY02649
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV02649
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/RetainedEarningsBOY0130723
IRS990PF/BalanceSheets/RetainedEarningsEOY0118287
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY023348
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY09339
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV09339
IRS990PF/BalanceSheets/TotalAssetsBOY0130723
IRS990PF/BalanceSheets/TotalAssetsEOY0118287
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0131003
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0130723
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0118287
IRS990PF/BalanceSheets/TotalNetAssetsBOY0130723
IRS990PF/BalanceSheets/TotalNetAssetsEOY0118287
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0486
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis014
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02011-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12011-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22010-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32011-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired42010-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02011-12-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12011-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22011-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32011-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42011-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0SPDR GOLD TRUST GOLD ETF
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1POWERSHARES K1
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2POWERSHARES K1
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3POWERSHARES K1 6781 GAIN
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4POWERSHARES K1 6781 GAIN
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss015
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss242
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss38
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss413
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses015
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses242
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses38
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses413
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice015
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice142
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice313
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired2P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired3P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired4P
IRS990PF/CapitalGainsAndLosses/NetShortTermCapitalGainOrLoss09
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-12436
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0118287
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0130723
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0118287
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted06766
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj06766
IRS990PF/DistributableAmount/DistributableAmountBeforeDed06766
IRS990PF/DistributableAmount/MinimumInvestmentReturn06772
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome06
IRS990PF/DistributableAmount/TotalTax06
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax06
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal06
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome06
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue06
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0131003
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0137510
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances015691
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0121819
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable02063
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn06772
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0135447
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0137510
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition02.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JOHN W BURNS III
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10PO BOX 3658
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0LAKE CITY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0FL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode032056
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct011953
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets011947
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.088204
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.048663
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.064871
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.163476
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.075807
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0135447
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10141318
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20138135
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30179268
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40260160
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50327050
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome06
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions013048
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear106877
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear208961
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3029306
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4019722
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.352817
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions013042
IRS990PF/QualifyingDistributions/ExpensesAndContributions013048
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm06
IRS990PF/QualifyingDistributions/QualifyingDistributions013048
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10ODOM MOSES & COMPANY LLP
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber03867524621
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine104424 NW AMERICAN LANE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine20SUITE 101
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0LAKE CITY
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0FL
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode032055
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0FL
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SummaryOfDirectCharitableActy/Description10THE DRAYTON BERNHARD TRUST WAS ESTABLISHED UNDER THE LAST WILL AND TESTAMENT OF DRAYTON DEWITT BERNHARD TO PROVIDE FUNDS TO BE USED EXCLUSIVELY FOR THE PROCUREMENT OF LIBRARY MATERIALS FOR THE COLUMBIA COUNTY PUBLIC LIBRARY. THE PURPOSE OF THE TRUST IS TO ENCOURAGE LITERACY AND INCREASE THE KNOWLEDGE AND PLEASURE OF ALL WHO MAY CHOOSE TO VISIT OR JOIN THE COLUMBIA COUNTY PUBLIC LIBRARY. UNDER THE TERMS OF THE WILL, THE TRUST IS TO TERMINATE MAY 4, 2015, AT WHICH TIME THE REMAINING TRUST ASSETS ARE TO BE DISTRIBUTED TO THE COLUMBIA COUNTY PUBLIC LIBRARY.
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0TRUST INCOME AND CORPUS ARE TO BE GIVEN TO THE COLUMBIA COUNTY PUBLIC LIBRARY FOR THE PROCUREMENT OF LIBRARY MATERIALS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount013048
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0PROCUREMENT OF LIBRARY MATERIALS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10COLUMBIA COUNTY PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine20LIBRARY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10308 N COLUMBIA STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0LAKE CITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode032024
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear013048
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear06006
IRS990PF/UndistributedIncome/AppliedToYear107042
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted06766
IRS990PF/UndistributedIncome/QualifyingDistributions013048
IRS990PF/UndistributedIncome/UndistributedIncomeCY0760
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear07042
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome01352
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount01352
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount125
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category1POWERSHARES K-1 PORTFOLIO EXP
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome01352
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome125
TaxesSchedule/Taxes/Amount012
TaxesSchedule/Taxes/Category0FOREIGN TAX PAID
TaxesSchedule/Taxes/NetInvestmentIncome012
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0311473531
ReturnHeader/Filer/Name/BusinessNameLine10DRAYTON BERNHARD TRUST
ReturnHeader/Filer/NameControl0DRAY
ReturnHeader/Filer/Phone03867525866
ReturnHeader/Filer/USAddress/AddressLine104424 NW AMERICAN LANE SUITE 101
ReturnHeader/Filer/USAddress/City0LAKE CITY
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode032055
ReturnHeader/Officer/DateSigned02012-10-03
ReturnHeader/Officer/Name0JOHN W BURNS III
ReturnHeader/Officer/Phone03867525866
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02012-10-04
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10ODOM MOSES & CO LLP CPAS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine104424 NW AMERICAN LN STE 101
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0LAKE CITY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0FL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode032055
ReturnHeader/Preparer/Name0PATRICIA B STUART CPA
ReturnHeader/Preparer/Phone03867524621
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-07-01
ReturnHeader/TaxPeriodEndDate02012-06-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-10-09T06:21:19-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$118,287
Liabilities
$0
Net assets
$118,287
Revenue
-
Expenses
$15,362
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2013Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.13
2012Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.15
2011Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.10