Civic Intelligence

J D Carroll Trust #43Q028011

990PF • Fiscal year 2014 • EIN 59-6166899

Jan 01, 2014 to Dec 31, 2014 • Filed on May 08, 2015

Organization Profile
125 West Romana St No 224Pensacola, FL 32502

(850) 436-8459

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.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

89th percentile

43%

Higher net margin than 89% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

82nd percentile

$8,081

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 14.7% of source-year revenue.

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

60th percentile

5.6%

Faster asset growth than 60% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

93rd percentile

111%

Faster revenue growth than 93% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$460,530

Up $24,315 (+5.6%) from 2013

Net Assets

Up

$460,530

Up $24,315 (+5.6%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin89th percentile

Revenue

Up

$54,881

Up $28,811 (+111%) from 2013

Expenses

Up

$31,180

Up $1,672 (+5.7%) from 2013

Net Income

Up

$23,701

Up $27,139 (+789%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$600K$400K$200K$0Assets 2010: $430,373Liabilities 2010: $0Net Assets 2010: $430,3732010Assets 2011: $430,672Liabilities 2011: $0Net Assets 2011: $430,6722011Assets 2012: $439,268Liabilities 2012: $0Net Assets 2012: $439,2682012Assets 2013: $436,215Liabilities 2013: $0Net Assets 2013: $436,2152013Assets 2014: $460,530Liabilities 2014: $0Net Assets 2014: $460,5302014Assets 2015: $478,501Liabilities 2015: $0Net Assets 2015: $478,5012015Assets 2016: $457,312Liabilities 2016: $0Net Assets 2016: $457,3122016Assets 2017: $459,380Liabilities 2017: $0Net Assets 2017: $459,3802017Assets 2018: $466,366Liabilities 2018: $0Net Assets 2018: $466,3662018Assets 2019: $460,659Liabilities 2019: $0Net Assets 2019: $460,6592019Assets 2020: $456,168Liabilities 2020: $0Net Assets 2020: $456,1682020Assets 2021: $464,601Liabilities 2021: $0Net Assets 2021: $464,6012021Assets 2022: $479,016Liabilities 2022: $0Net Assets 2022: $479,0162022Assets 2023: $474,598Liabilities 2023: $0Net Assets 2023: $474,5982023Assets 2024: $482,136Liabilities 2024: $0Net Assets 2024: $482,1362024

Highlighted filing

2014

Assets$460,530
Liabilities$0
Net Assets$460,530
Open 2014 Filing

Operations Trend

Revenue Growth93rd percentile

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

$60K$40K$20K$0-$20K-$40KExpenses 2010: $17,0422010Expenses 2011: $35,0332011Expenses 2012: $23,8482012Revenue 2013: $26,070Expenses 2013: $29,508Net Income 2013: -$3,4382013Revenue 2014: $54,881Expenses 2014: $31,180Net Income 2014: $23,7012014Revenue 2015: $50,206Expenses 2015: $32,099Net Income 2015: $18,1072015Revenue 2016: $9,544Expenses 2016: $30,648Net Income 2016: -$21,1042016Revenue 2017: $33,249Expenses 2017: $31,304Net Income 2017: $1,9452017Revenue 2018: $39,766Expenses 2018: $32,642Net Income 2018: $7,1242018Revenue 2019: $11,622Expenses 2019: $17,451Net Income 2019: -$5,8292019Revenue 2020: $31,565Expenses 2020: $34,752Net Income 2020: -$3,1872020Revenue 2021: $27,625Expenses 2021: $16,647Net Income 2021: $10,9782021Revenue 2022: $37,473Expenses 2022: $23,198Net Income 2022: $14,2752022Revenue 2023: $22,569Expenses 2023: $27,038Net Income 2023: -$4,4692023Revenue 2024: $32,800Expenses 2024: $25,199Net Income 2024: $7,6012024

Highlighted filing

2014

Revenue$54,881
Expenses$31,180
Net Income$23,701
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 8, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SYNOVUS TRUST COMPANYTrustee-$8,081-$8,081
Filing and Contact Details

Filer

Filer Name
J D CARROLL TRUST #43Q028011
EIN
59-6166899
Phone
8504368459
Address
125 WEST ROMANA ST NO 224, PENSACOLA, FL 32502

Signing Officer

Name
Sandra Reed
Title
Relationship Manager
Phone
8504368459
Signed
2015-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Saltmarsh Cleaveland & Gund
Address
34 WALTER MARTIN ROAD, FORT WALTON BEACH, FL 32548
Preparer
Glenn Scharf CPA
Phone
8502436713
Raw XML Appendix351 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/AccountingFeesDetail/CategoryTxt0TAX PREP FEE
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0806
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt019120
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt019120
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0272151
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1169245
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0EQUITY FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1FIXED INCOME FUNDS
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1167501
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt013120
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt041703
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt058
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0806
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0806
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt02020
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt08081
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt021961
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt013120
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt013120
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt023701
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0155173
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt041703
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt048688
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt058
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt074
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0332
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt024812
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt06135
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt031180
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt054823
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt054881
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02851
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt06135
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt09219
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt06450
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1107020
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-78
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt118423
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt223358
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-78
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt118423
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt223358
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAIN DISTRIBUTION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt041703
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt023701
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0302
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0916
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0460832
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0436215
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0460530
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt025682
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt025682
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt025682
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt026169
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0487
IRS990PF/DistributableAmountGrp/TotalTaxAmt0487
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0400
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0487
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0487
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0487
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt087
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0400
IRS990PF/FMVAssetsEOYAmt0516639
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0436215
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0460530
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt014
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt014
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0431824
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0441396
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0497505
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0436215
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0516639
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0436215
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0460530
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0436215
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0460530
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt04391
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt019120
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt019120
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0531358
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0531358
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt07970
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt026169
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0523388
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0531358
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt08081
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SYNOVUS TRUST COMPANY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0125 WEST ROMANA STREET SUITE 224
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PENSACOLA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd032502
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.045838
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.038462
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.061072
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.025067
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.052073
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.222512
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt024325
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt024812
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IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
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IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0SYNOVUS TRUST COMPANY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PENSACOLA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd032502
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum08504368459
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01098
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11538
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2439
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt34392
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt44392
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt510102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt04-H CLUB OF ESCAMBIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1EMORY UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2FIRST METHODIST CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3PENSACOLA JUNIOR COLLEGE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4UNIVERSITY OF W FLORIDA FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5VASHTI CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0BENEFICIARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1BENEFICIARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2BENEFICIARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3BENEFICIARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4BENEFICIARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5BENEFICIARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03740 STEFANI RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1ROOM 305 ADMIN BUILDING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt26 E WRIGHT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31000 COLLEGE BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41100 UNIVERSITY PKWY RM 129
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51815 E CLAY STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CANTONMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ATLANTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2PENSACOLA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3PENSACOLA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4PENSACOLA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5THOMASVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd032533
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd130322
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd232501
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd332504
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd432514
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd531792
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt021961
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02851
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt021961
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt025682
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt024812
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt022831
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt021961
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0302
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02014 INCOME ITEMS THAT WERE RECEIVED IN 2015
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt058
OtherIncomeSchedule2/OtherIncomeDetail/Desc0NONDIVIDEND DISTRIBUTIONS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt058
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0916
OtherIncreasesSchedule/OtherIncreasesDetail/Desc02013 INCOME ITEMS RECEIVED IN 2014
TaxesSchedule/TaxesDetail/Amt098
TaxesSchedule/TaxesDetail/Amt1234
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID ON DIVIDENDS
TaxesSchedule/TaxesDetail/CategoryTxt12014 ESTIMATED TAX PAYMENTS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt025
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt074
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SANDRA REED
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0RELATIONSHIP MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum08504368459
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0J D CARROLL TRUST #43Q028011
ReturnHeader/Filer/BusinessNameControlTxt0JDCA
ReturnHeader/Filer/EIN0596166899
ReturnHeader/Filer/PhoneNum08504368459
ReturnHeader/Filer/USAddress/AddressLine1Txt0125 WEST ROMANA ST NO 224
ReturnHeader/Filer/USAddress/CityNm0PENSACOLA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032502
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0592922169
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SALTMARSH CLEAVELAND & GUND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt034 WALTER MARTIN ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT WALTON BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032548
ReturnHeader/PreparerPersonGrp/PhoneNum08502436713
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GLENN SCHARF CPA
ReturnHeader/ReturnTs02015-05-12T15:27:03-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$460,530
Liabilities
$0
Net assets
$460,530
Revenue
$54,881
Expenses
$31,180
Net income
$23,701
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.82$0.00$4.82$0.33$0.25$0.08
2023Detailed filing. Detailed filing data is available for this year.$4.75$0.00$4.75$0.23$0.27$0.04
2022Detailed filing. Detailed filing data is available for this year.$4.79$0.00$4.79$0.37$0.23$0.14
2021Detailed filing. Detailed filing data is available for this year.$4.65$0.00$4.65$0.28$0.17$0.11
2020Detailed filing. Detailed filing data is available for this year.$4.56$0.00$4.56$0.32$0.35$0.03
2019Detailed filing. Detailed filing data is available for this year.$4.61$0.00$4.61$0.12$0.17$0.06
2018Detailed filing. Detailed filing data is available for this year.$4.66$0.00$4.66$0.40$0.33$0.07
2017Detailed filing. Detailed filing data is available for this year.$4.59$0.00$4.59$0.33$0.31$0.02
2016Detailed filing. Detailed filing data is available for this year.$4.57$0.00$4.57$0.10$0.31$0.21
2015Detailed filing. Detailed filing data is available for this year.$4.79$0.00$4.79$0.50$0.32$0.18
2014Detailed filing. Detailed filing data is available for this year.$4.61$0.00$4.61$0.55$0.31$0.24
2013Detailed filing. Detailed filing data is available for this year.$4.36$0.00$4.36$0.26$0.30$0.03
2012Detailed filing. Detailed filing data is available for this year.$4.39$0.00$4.39$0.24
2011Detailed filing. Detailed filing data is available for this year.$4.31$0.00$4.31$0.35
2010Detailed filing. Detailed filing data is available for this year.$4.30$0.00$4.30$0.17