Civic Intelligence

J D Carroll Trust #43Q028011

990PF • Fiscal year 2015 • EIN 59-6166899

Jan 01, 2015 to Dec 31, 2015 • Filed on May 02, 2016

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.

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

87th percentile

36%

Higher net margin than 87% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

82nd percentile

$7,780

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 15.5% of source-year revenue.

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

58th percentile

3.9%

Faster asset growth than 58% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

35th percentile

-8.5%

Faster revenue growth than 35% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$478,501

Up $17,971 (+3.9%) from 2014

Net Assets

Up

$478,501

Up $17,971 (+3.9%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin87th percentile

Revenue

Down

$50,206

Down $4,675 (-8.5%) from 2014

Expenses

Up

$32,099

Up $919 (+2.9%) from 2014

Net Income

Down

$18,107

Down $5,594 (-24%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth58th 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

2015

Assets$478,501
Liabilities$0
Net Assets$478,501
Open 2015 Filing

Operations Trend

Revenue Growth35th 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

2015

Revenue$50,206
Expenses$32,099
Net Income$18,107
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 2, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SYNOVUS TRUST COMPANYTrustee-$7,780-$7,780
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantVASHTI CENTEREDUCATIONEXEMPTTHOMASVILLE, GA, US$10,502
Paid GrantPENSACOLA JUNIOR COLLEGE FOUNDATIONEDUCATIONEXEMPTPENSACOLA, FL, US$4,566
Paid GrantUNIVERSITY OF W FLORIDA FOUNDATIONEDUCATIONEXEMPTPENSACOLA, FL, US$4,566
Paid GrantEMORY UNIVERSITYEDUCATIONEXEMPTATLANTA, GA, US$1,598
Paid Grant4-H CLUB OF ESCAMBIAEDUCATIONEXEMPTCANTONMENT, FL, US$1,142
Paid GrantFIRST METHODIST CHURCHRELIGIOUSEXEMPTPENSACOLA, FL, US$457
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
2016-05-02
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 Appendix356 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/DisbursementsCharitablePrpsAmt0802
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt07642
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt07642
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0266814
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1204045
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0EQUITY FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1FIXED INCOME FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0276697
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1195614
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt011920
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt038284
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt02
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0802
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0802
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt01945
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt05835
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt07780
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt022831
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt022831
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt011920
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt011920
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt018107
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0190828
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt038284
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt043857
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt0172
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0514
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0686
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt025750
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt06349
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt032099
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt050206
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt050206
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02919
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt06349
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt09268
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt017542
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1135002
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0602
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt128568
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt29114
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0602
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAIN DISTRIBUTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt038284
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt018107
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0438
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0302
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0478939
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0460530
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0478501
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt024829
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt024829
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt024829
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt025268
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0439
IRS990PF/DistributableAmountGrp/TotalTaxAmt0439
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt081
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0520
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0439
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt081
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0439
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0439
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0520
IRS990PF/FMVAssetsEOYAmt0479953
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0460530
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0478501
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt014
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0441396
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0470859
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IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0460530
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0478501
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0479953
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0460530
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0478501
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0460530
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0478501
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt019120
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IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt07642
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0513049
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0513049
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt07696
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt025268
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0505353
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0513049
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt07780
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SYNOVUS TRUST COMPANY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PENSACOLA
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IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
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IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
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
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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/Amt01142
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11598
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2457
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt34566
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt44566
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt510502
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2RELIGIOUS
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/TotalGrantOrContriPdDurYrAmt022831
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/AppliedToCurrentYearAmt02919
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt022831
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt024829
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt025750
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt021910
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt022831
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0438
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02015 INCOME ITEMS RECEIVED IN 2016
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt02
OtherIncomeSchedule2/OtherIncomeDetail/Desc0NONDIVIDEND DISTRIBUTIONS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt02
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0302
OtherIncreasesSchedule/OtherIncreasesDetail/Desc02014 INCOME ITEMS THAT WERE RECEIVED IN 2015
TaxesSchedule/TaxesDetail/Amt079
TaxesSchedule/TaxesDetail/Amt1520
TaxesSchedule/TaxesDetail/Amt287
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID ON DIVIDENDS
TaxesSchedule/TaxesDetail/CategoryTxt12015 ESTIMATED TAX PAYMENTS
TaxesSchedule/TaxesDetail/CategoryTxt22014 TAX PAYMENT
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt020
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt1130
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt222
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt059
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1390
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt265
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SANDRA REED
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0RELATIONSHIP MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum08504368459
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-02
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/PreparationDt02016-05-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GLENN SCHARF CPA
ReturnHeader/ReturnTs02016-05-06T09:05:15-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$478,501
Liabilities
$0
Net assets
$478,501
Revenue
$50,206
Expenses
$32,099
Net income
$18,107
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