2026-04-04T16:32:54-07:00 2025-11-30 204853179 John Sundeman CPA PA PO Box 3443 St Augustine FL 32085 990PF 2024-12-01 597214278 MOELLER WILLIAM E & MARY E CHARTIABLE TRUST MOEL 9048242881 PO BOX 3443 SAINT AUGUSTINE FL 320853443 JOHN SUNDEMAN TRUSTEE 9048242881 2026-04-04 true true John Sundeman P00446128 9048242881 2026-04-04 2024 2025-03-06 01:10:19Z X 4283028 X X 177322 177322 100639 2803959 100639 0 0 1973 1973 279934 279934 0 36000 18000 18000 30000 15000 15000 5063 2532 2531 0 8183 4092 4091 0 3338 0 310 155 155 0 82894 39779 39777 184250 184250 267144 39779 224027 12790 240155 0 64736 70945 70945 0 0 3832928 3850874 3747099 0 459363 451336 451336 0 16986 13648 13648 4374013 4386803 4283028 0 0 0 0 0 X 4374013 4386803 4374013 4386803 4374013 4386803 4374013 12790 4386803 4386803 SECURITIES MERRILL LYNCH RECORD HOLDER P 2025-01-01 2025-11-30 1973093 0 1876816 96277 0 0 0 96277 SECURITIES MERRILL LYNCH RECORD HOLDER P 2024-01-01 2025-11-30 828977 0 826504 2473 0 0 0 2473 SECURITIES MERRILL LYNCH RECORD HOLDER P 2024-01-01 2025-11-30 1889 0 0 1889 0 0 0 1889 100639 96277 3338 0 3338 0 3338 16986 16986 -16986 13648 13648 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 224027 3791919 48164 459363 4299446 0 4299446 64492 4234954 211748 211748 3338 3338 208410 208410 208410 224027 224027 208410 0 0 0 194107 243282 437389 224027 0 224027 208410 208410 453006 0 0 0 0 0 453006 0 0 0 228979 224027 NONE NONE X SAFE PET RESCUE INC PO BOX 840215 ST AUGUSTINE FL 32080 PUBLIC SUPPORTFOR PROGRAMS 10000 ALPHA-OMEGA MIRACLE HOME 1797 OLD MOULTRIE RD STE 107 ST AUGUSTINE FL 32084 PUBLIC SUPPORT FOR PROGRAMS 51250 HARVEY MUDD COLLEGE 301 PLATT BLVD CLAREMONT CA 91711 PUBLIC SUPPORTFOR PROGRAMS 50000 CATHEDRAL PARISH EARLY EDUCATION CENTER 10 SEBASTIAN AVE SAINT AUGUSTINE FL 32084 PUBLIC SUPPORT FOR PROGRAMS 5000 ZION MISSIONARY BAPTIST CHURCH 96 EVERGREEN AVE SAING AUGUSTINE FL 32084 PUBLIC SUPPORTFOR PROGRAMS 10500 LEARN TO READ OF ST JOHNS COUNTY INC 70 SOUTH DIXIE HWY SAINT AUGUSTINE FL 32084 PUBLIC SUPPORTFORPROGRAMS 5000 SISTERS OF ST JOSEPH 241 SAINT GEORGE STREET SAINT AUGUSTINE FL 32084 PUBLIC SUPPORTFORPROGRAMS 2500 FICPA SCHOLARSHIP FOUNDATION 135 W CENTRAL BLVD STE 1140 ORLANDO FL 32801 PUBLIC SUPPORT FORPROGRAMS 5000 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 5000 ST FRANCIS HOUSE 70 WASHINGTON STREET SAINT AUGUSTINE FL 32084 PUBLIC SUPPORTFORPROGRAMS 10000 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 PORT IN THE STORM YOUTH 1375 ARAPAHO AVE ST AUGUSTINE FL 32084 PUBLIC SUPPORTFORPROGRAMS 5000 ST AUGUSTINE HISTORICAL 271 CHARLOTTE STEET ST AUGUSTINE FL 32084 PUBLIC SUPPORTFOR PROGRAMS 2500 184250 14 177322 18 100639 FORM 1065 K-1 16 1973 279934 279934 8 N/A false false false false false false false false false false AGNC INVT CORP 152943 146860 ALTRIA GROUP 39588 37766 AMCOR PLC REG 53528 49075 AMERIS PREFERRED DEPOSIT 221140 221140 AMN ELEC POWER CO 20894 20670 AT&T INC 48969 42673 BANK OF AMERICA CORP 197939 214600 BHP GROUP LTD 30235 29281 BLUE OWL CAP INC 25055 19350 BLUE OWL CAPITAL CORP 25177 21072 BP PLC 25699 26173 BRISTOL-MEYERS SQUIBB CO 69368 59040 CHEVRON CORP 339850 301504 CITIZENS FINL GROUP 20741 21640 CLOROZ CO DEL COM 30064 25906 COCA COLA COM 22355 23033 COMCAST CORP NEW CL A 20296 13078 CONAGRA BRANDS INC 25022 14726 CONOCOPHILLIPS 56387 50997 CROWN CASTLE INV 42518 31948 DEVON ENERGY CORP NEW 24972 22236 DOMINION ENERGY 25000 25736 DOW INC REG 108061 52828 EASTMAN CHEMICAL CO 51728 35386 EDISON INTL CALIF 43173 46346 ENERGY INC 20977 20966 EVERSOURCE ENERGY COM 25217 22169 EXXON MOBILE CORP 296405 437714 FEDEX CORP 50022 54033 FIFTH THIRD BANK 97433 94526 GENERAL MILLS 31515 24622 HASBORO INC 20098 20237 HP INC 99852 76483 HUNTSMAN CORP 25366 12400 INTL BUSINESS MACHINES 23447 24686 INTRPUBLIC GRP OF CO 25490 19656 KENVUE INC 25106 17784 KEURIG DR PEPPER INC 20263 18972 KEYCORP 31481 29776 KIMBERLY CLARK 38289 31645 KINDER MORGAN INC 70873 68983 KRAFT HEINZ CO 108310 79974 ML PREFERRED DEPOSIT 100538 100538 MONDELEZ INTERNATIONAL 20924 21301 NEXTERA ENERGY INC 13348 172580 NORTEL NETWORKS CORP 16492 0 ONE GAS INC 20737 20935 PEPSICO INC 147114 140262 PFIZER INC 183791 108752 PNC FINCL SERVICES GROUP 19414 18118 PRINICIPAL FINANCIL GRP 50581 49620 PROCTOR & GAMMBLE CO 65571 58523 PRUDENTIAL FINANCIAL INC 26206 25980 PUBLIC SVC ENTERPRISE GRP 25125 25474 REGIONS FINL CORP 27074 27995 PLB LIMITED 42257 41495 STARWOOD PPTY TR INC 50309 45116 TRUIST FINL CORP 44376 44408 UNITED PARCEL SVC CL B 129518 102974 US BANCORP 51530 49785 VERIZON COMMUNICATIONS COM 19380 17882 WEC ENERGY GROUP INC 24750 25215 WILLIAMS COMPANIES 26560 27418 FRANKLIN INCOME 13010 15031 JANUS HENDERSON GLOBAL 8 7 ML ADJ 1415 0 128 SAN MARCO AVENUE, LLC 451336 451336 FEDERAL EXCISE TAX DEPOSIT 16986 13648 13648 FROM FORM 1065 K-1 1973 1973 EXCISE TAX 3338