Civic Intelligence

J D Carroll Trust #43Q028011

990PF • Fiscal year 2016 • EIN 59-6166899

Jan 01, 2016 to Dec 31, 2016 • Filed on May 11, 2017

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.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

4th percentile

-221%

Higher net margin than 4% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

82nd percentile

$7,516

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 78.8% of source-year revenue.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

36th percentile

-4.4%

Faster asset growth than 36% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

4th percentile

-81%

Faster revenue growth than 4% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$457,312

Down $21,189 (-4.4%) from 2015

Net Assets

Down

$457,312

Down $21,189 (-4.4%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin4th percentile

Revenue

Down

$9,544

Down $40,662 (-81%) from 2015

Expenses

Down

$30,648

Down $1,451 (-4.5%) from 2015

Net Income

Down

-$21,104

Down $39,211 (-217%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth36th 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

2016

Assets$457,312
Liabilities$0
Net Assets$457,312
Open 2016 Filing

Operations Trend

Revenue Growth4th 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

2016

Revenue$9,544
Expenses$30,648
Net Income-$21,104
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 11, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SYNOVUS TRUST COMPANYTrustee-$7,516-$7,516
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
2017-05-11
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 Appendix358 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/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt014
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt014
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0269246
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1188052
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0EQUITY FUNDS
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
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IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt011684
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt011684
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-21104
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt064868
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-2203
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt05796
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt063
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt063
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt0105
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0314
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0419
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt023894
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt011747
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt08738
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt07484
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt159587
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-1697
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-4671
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAIN DISTRIBUTIONS
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IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-21104
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0520
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0435
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0457832
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0457312
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt024059
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt024059
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt024059
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt024117
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt058
IRS990PF/DistributableAmountGrp/TotalTaxAmt058
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0441
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt058
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0383
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt0383
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0441
IRS990PF/FMVAssetsEOYAmt0487034
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0470859
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0478501
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IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt07642
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IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt014
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0489682
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0489682
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt07345
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt024117
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0482337
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0489682
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01096
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11534
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2438
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt44382
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt510078
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
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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/TotalGrantOrContriPdDurYrAmt021910
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/AppliedToCurrentYearAmt01984
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt021910
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt024059
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt023894
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt022075
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt021910
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0520
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02016 INCOME ITEMS RECEIVED IN 2017
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt063
OtherIncomeSchedule2/OtherIncomeDetail/Desc0NONDIVIDEND DISTRIBUTIONS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt063
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt063
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0435
OtherIncreasesSchedule/OtherIncreasesDetail/Desc02015 INCOME ITEMS THAT WERE RECEIVED IN 2016
TaxesSchedule/TaxesDetail/Amt059
TaxesSchedule/TaxesDetail/Amt1360
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID ON DIVIDENDS
TaxesSchedule/TaxesDetail/CategoryTxt12016 ESTIMATED TAX PAYMENTS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt015
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt190
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt044
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1270
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SANDRA REED
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0RELATIONSHIP MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum08504368459
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-11
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/FilingSecurityInformation/AtSubmissionCreationDeviceId06C9B1A35775087DBDB8A6D25ECA509C7F6C27838
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02A32FC57D4E7B8A224A02C97D83424658EC6B272
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.15.212.97
ReturnHeader/FilingSecurityInformation/IPDt02017-05-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm012:04:45
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/PreparationDt02017-05-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GLENN SCHARF CPA
ReturnHeader/ReturnTs02017-05-15T10:37:48-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$457,312
Liabilities
$0
Net assets
$457,312
Revenue
$9,544
Expenses
$30,648
Net income
-$21,104
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