2025-04-12T13:48:57-07:00 2024-11-30 204853179 John Sundeman CPA PA PO Box 3443 St Augustine FL 32085 990PF 2023-12-01 597214278 MOELLER WILLIAM E & MARY E CHARTIABLE TRUST MOEL 9048242881 PO BOX 3443 SAINT AUGUSTINE FL 320853443 JOHN SUNDEMAN TRUSTEE 9048242881 2025-04-12 true true John Sundeman P00446128 9048242881 2025-04-12 2023 2025-03-06 01:10:19Z X 4490495 X X 196431 196431 390303 1715377 390303 0 0 3903 3903 590637 590637 0 36000 18000 18000 21500 10750 10750 4399 2199 2200 831 415 416 7129 3564 3565 0 7713 0 1300 650 650 402 201 201 0 79274 35779 35782 207500 207500 286774 35779 243282 303863 554858 0 52285 64736 64736 0 0 3550206 3832928 3949410 0 462960 459363 459363 0 4699 16986 16986 4070150 4374013 4490495 0 0 0 0 0 X 4070150 4374013 4070150 4374013 4070150 4374013 4070150 303863 4374013 4374013 SECURITIES MERRILL LYNCH RECORD HOLDER P 2024-01-01 2024-11-30 630938 0 527254 103684 0 0 0 103684 SECURITIES MERRILL LYNCH RECORD HOLDER P 2023-01-01 2024-11-30 1008069 0 742852 265217 0 0 0 265217 SECURITIES MERRILL LYNCH RECORD HOLDER P 2023-01-01 2024-11-30 76370 0 54968 21402 0 0 0 21402 390303 103684 7713 0 7713 0 7713 24699 24699 -24699 16986 16986 false false false false false false false true true FL true false false false false true N/A JOHN SUNDEMAN CPA 9048242881 1 SEBASTIAN AVENUE ST AUGUSTINE FL 320843280 false false false true true false false false false false false false false false false false false false false false false false false false JOHN SUNDEMAN PO BOX 2196 ST AUGUSTINE FL 32085 TRUSTEE 20.00 36000 0 0 NONE 0 NONE 0 GRANTS AND CONTRIBUTIONS TO 501(C)(3) ORGANIZATIONS -- SEE PART XIV FOR DETAIL LISTING AND -- PAGE 1 COLUMN (d), LINE 26 FOR THE EXPENSE TOTAL 243282 3838321 47831 462660 4348812 0 4348812 65232 4283580 214179 214179 7713 7713 206466 206466 206466 243282 243282 206466 0 0 0 144854 255719 400573 243282 0 243282 206466 206466 437389 0 0 0 0 0 437389 0 0 0 194107 243282 NONE NONE X SAFE PET RESCUE INC PO BOX 840215 ST AUGUSTINE FL 32080 PUBLIC SUPPORTFOR PROGRAMS 25000 ALPHA-OMEGA MIRACLE HOME 1797 OLD MOULTRIE RD STE 107 ST AUGUSTINE FL 32084 PUBLIC SUPPORT FOR PROGRAMS 20000 HARVEY MUDD COLLEGE 301 PLATT BLVD CLAREMONT CA 91711 PUBLIC SUPPORTFOR PROGRAMS 75000 CATHEDRAL PARISH EARLY EDUCATION CENTER 10 SEBASTIAN AVE SAINT AUGUSTINE FL 32084 PUBLIC SUPPORT FOR PROGRAMS 10000 THE WOMAN'S EXCHANGE OF ST AUGUSTINE 143 ST GEORGE STREET SAINT AUGUSTINE FL 32084 PUBLIC SUPPORTFOR PROGRAMS 5000 ZION MISSIONARY BAPTIST CHURCH 96 EVERGREEN AVE SAING AUGUSTINE FL 32084 PUBLIC SUPPORTFOR PROGRAMS 5000 LEARN TO READ OF ST JOHNS COUNTY INC 70 SOUTH DIXIE HWY SAINT AUGUSTINE FL 32084 PUBLIC SUPPORTFORPROGRAMS 10000 SISTERS OF ST JOSEPH 241 SAINT GEORGE STREET SAINT AUGUSTINE FL 32084 PUBLIC SUPPORTFORPROGRAMS 1500 FICPA SCHOLARSHIP FOUNDATION 135 W CENTRAL BLVD STE 1140 ORLANDO FL 32801 PUBLIC SUPPORT FORPROGRAMS 2500 THE LORD'S TEMPLE CITY OF REFUGE MINISTRIES P O BOX 1213 HASTINGS FL 321451213 PUBLIC SUPPORTFORPROGRAMS 10000 ST GERARD CAMPUS P O BOX 4382 SAINT AUGUSTINE FL 32085 PUBLIC SUPPORTFOR PROGRAMS 10000 ST FRANCIS HOUSE 70 WASHINGTON STREET SAINT AUGUSTINE FL 32084 PUBLIC SUPPORTFORPROGRAMS 20000 BAYMEADOWS CONGREGATION OF JEHOVAH'S WITNESS 2240 ST JOHNS BLUFF RD SOUTH JACKSONVILLE FL 32246 PUBLIC SUPPORTFORPROGRAMS 2500 FIRST UMC OF ST AUGUSTINE 118 KING STREET SAINT AUGUSTINE FL 32084 PUBLIC SUPPORTFORPROGRAMS 10000 JACKET ATHLETIC BOOSTERS 19 OLD MISSION AVE ST AUGUSTINE FL 32084 PUBLIC SUPPORTFOR PROGRAMS 1000 207500 14 196431 18 390303 FORM 1065 K-1 16 3903 590637 590637 8 N/A false false false false false false false false false false ABBVIE INC SHS 20103 18659 ADVANCE AUTO PARTS INC 25268 8683 AGNC INVT CORP 152943 135240 ALLIANCEBERNSTEIN HLDG 20371 20674 ALLIANT ENERGY 25017 26291 AMERIS PREFERRED INVESTMENTS 213259 213259 ANNALY CAPITAL MGMT INC 153463 149475 ARCHER DANIELS MIDLD 25187 24024 AT&T INC 434197 416880 BANK OF AMERICA CORP 197939 190040 BHP GROUP LTD 30234 28168 BLUE OWL CAPITAL CORP 25177 24352 BRISTOL-MEYERS SQUIBB CO 69368 71064 CHEVRON CORP 309736 291474 CISCO SYSTEMS 20117 22500 CITIGROUP INC COM NEW 30068 31891 COMCAST CORP NEW CL A 20296 21163 CONAGRA BRANDS INC 25022 22729 CONSOLIDATED EDISON INC 24953 23136 CROWN CASTLE INV 43471 37187 CVS HEALTH CORP 25197 25137 DARDEN RESTAURANTS 25086 26440 DEVON ENERGY CORP NEW 24972 22770 DOW INC REG 74630 59241 EXXON MOBIL CORP 266429 412860 FIFTH THIRD BANK 45394 48300 FORD MOTOR CO 89423 81527 GILEAD SCIENCES INC COM 25072 26385 HUNTSMAN CORP 25366 23300 INTRPUBLIC GRP OF CO 25490 24648 LINCOLN NTL CORP IND NPV 20338 22390 KRAFT (THE) HEINZ CO SHS 57803 47957 ML BANK DEPOSIT PROGRAM 650407 650407 NEXTERA ENERGY INC SHS 13348 157340 NORTEL NETWORKS CORP 16492 0 ONEMAIN HOLDINGS INC 25195 28388 PEPSICO INC 29753 26969 PFIZER INC 183791 110737 PHILIP MORRIS INTL INC 30165 33930 PLAIN ALL AMERN PIPL LP 25107 25018 PNC FINCL SERVICES GROUP 25058 29417 PROCTOR & GAMMBLE CO 20136 23304 PUBLIC SVC ENTERPRISE GRP 25246 29233 SIXTH STR SPECIALTY 25054 25024 STARWOOD PPTY TR INC 25073 25157 TRUIST FINL CORP 24955 27416 TTEC HOLDINGS INC REG 25088 14349 UNITED PARCEL SERVICE 29720 31216 VICI PPTYS INC 25111 27229 XCEL ENERGY INC 25043 27936 AMERICAN CAP IN BLDR 11974 17285 FRANKLIN UTILITIES 11805 26534 FRANKLIN INCOME 13010 14671 JANUS HENDERSON GLOBAL 8 6 128 SAN MARCO AVENUE, LLC 459363 459363 FEDERAL EXCISE TAX DEPOSIT 4699 16986 16986 FROM FORM 1065 K-1 3903 3903 EXCISE TAX 7713