Civic Intelligence

Alfred R Bethke Family Charitable Raymond James Trust Na

990 • Fiscal year 2013 • EIN 41-6165048

Jan 01, 2013 to Dec 31, 2013 • Filed on May 01, 2014

Organization ProfileN/A
PO Box 1440733733-4407

(866) 756-7269

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

12th percentile

0.00x

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

14th percentile

0.00x

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

56th percentile

4.8%

Higher net margin than 56% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

41st percentile

$16,746

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 26.6% of source-year revenue.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

76th percentile

13%

Faster asset growth than 76% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

78th percentile

24%

Faster revenue growth than 78% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$1,594,595

Up $187,963 (+13%) from 2012

Net Assets

Up

$1,594,595

Up $187,963 (+13%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin56th percentile

Revenue

Up

$62,980

Up $12,097 (+24%) from 2012

Expenses

Down

$59,948

Down $1,491 (-2.4%) from 2012

Net Income

Up

$3,032

Up $13,588 (+129%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,331,183Liabilities 2011: $0Net Assets 2011: $1,331,1832011Assets 2012: $1,406,632Liabilities 2012: $0Net Assets 2012: $1,406,6322012Assets 2013: $1,594,595Liabilities 2013: $0Net Assets 2013: $1,594,5952013Assets 2014: $1,682,593Liabilities 2014: $0Net Assets 2014: $1,682,5932014Assets 2015: $1,594,360Liabilities 2015: $0Net Assets 2015: $1,594,3602015Assets 2016: $1,718,794Liabilities 2016: $0Net Assets 2016: $1,718,7942016Assets 2019: $1,094,190Liabilities 2019: $02019Assets 2020: $1,030,174Liabilities 2020: $0Net Assets 2020: $1,030,1742020Assets 2021: $1,145,405Liabilities 2021: $0Net Assets 2021: $1,145,4052021Assets 2022: $1,062,858Liabilities 2022: $0Net Assets 2022: $1,062,8582022Assets 2023: $1,060,789Liabilities 2023: $0Net Assets 2023: $1,060,7892023Assets 2024: $1,014,307Liabilities 2024: $0Net Assets 2024: $1,014,3072024

Highlighted filing

2013

Assets$1,594,595
Liabilities$0
Net Assets$1,594,595
Open 2013 Filing

Operations Trend

Revenue Growth78th percentile

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

$200K$100K$0-$100KRevenue 2011: $48,930Expenses 2011: $55,672Net Income 2011: -$6,7422011Revenue 2012: $50,883Expenses 2012: $61,439Net Income 2012: -$10,5562012Revenue 2013: $62,980Expenses 2013: $59,948Net Income 2013: $3,0322013Revenue 2014: $71,039Expenses 2014: $66,988Net Income 2014: $4,0512014Revenue 2015: $27,511Expenses 2015: $68,931Net Income 2015: -$41,4202015Revenue 2016: $47,811Expenses 2016: $63,690Net Income 2016: -$15,8792016Revenue 2019: $102,267Expenses 2019: $109,385Net Income 2019: -$7,1182019Revenue 2020: $159,509Expenses 2020: $117,782Net Income 2020: $41,7272020Revenue 2021: $127,940Expenses 2021: $117,246Net Income 2021: $10,6942021Revenue 2022: $54,360Expenses 2022: $136,797Net Income 2022: -$82,4372022Revenue 2023: $124,115Expenses 2023: $125,399Net Income 2023: -$1,2842023Revenue 2024: $81,252Expenses 2024: $127,873Net Income 2024: -$46,6212024

Highlighted filing

2013

Revenue$62,980
Expenses$59,948
Net Income$3,032
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 1, 2014
Return Version
2013v3.1
Gross Receipts
$415,088
Mission and Program Overview

Mission

Annual distributions to organizations in part iii as per trust agreement

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,406,632$1,594,595▲ $187,963
Investments in Publicly Traded Securities$1,285,825$1,501,631▲ $215,806
Savings and Temporary Cash Investments$120,807$92,964▼ $27,843
Total Assets$1,406,632$1,594,595▲ $187,963
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,406,632$1,594,595▲ $187,963
Total Liabilities and Net Assets / Fund Balance$1,406,632$1,594,595▲ $187,963
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleOtherTotal
Raymond James Trust CompanyTrustee$16,746$16,746
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$62,980
Other Revenue
$0
Change in Net Assets
$3,032
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$39,813
Other Expenses$20,135
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$39,813--$39,813
Fees for Services Legal-$2,375-$2,375
Fees for Services Accounting-$612-$612
Other Expenses-$25-$25
Total Functional Expenses$39,813$20,135$0$59,948
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
39-0901176---$19,907
39-1047548---$9,953
90-0058470---$9,953
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“No review will be conducted”

Form 990, Page 6, Part VI, Line 19

“Information available upon request”

Filing and Contact Details

Filer

EIN
41-6165048
Phone
8667567269

Signing Officer

Name
Raymond James Trust Na
Title
Trustee
Phone
8667567269
Signed
2014-05-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Raymond James Trust Na
Legal Domicile
Mn
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Preparer
Suzanne Demuth
Phone
2187366965
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Increase in value of assets 184,931”

Raw XML Appendix288 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0ANNUAL DISTRIBUTIONS TO ORGANIZATIONS IN PART III AS PER TRUST AGREEMENT
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine10RAYMOND JAMES TRUST NA
IRS990/BooksInCareOfDetail/PhoneNum08667567269
IRS990/BooksInCareOfDetail/USAddress/AddressLine10550 W WASHINGTON BLVE SUITE 1050
IRS990/BooksInCareOfDetail/USAddress/City0CHICAGO
IRS990/BooksInCareOfDetail/USAddress/State0IL
IRS990/BooksInCareOfDetail/USAddress/ZIPCode060661
IRS990/BusinessRlnWithFamMemInd0false
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IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt039813
IRS990/CYInvestmentIncomeAmt062980
IRS990/CYOtherExpensesAmt020135
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt03032
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt059948
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt062980
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0ST PETERS LUTHERAN CHURCH OF WEYAUWEHA, WI (UNRESTRICTED)
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt019907
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0612
IRS990/FeesForServicesAccountingGrp/TotalAmt0612
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt02375
IRS990/FeesForServicesLegalGrp/TotalAmt02375
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt016746
IRS990/Form990PartVIISectionAGrp/PersonNm0RAYMOND JAMES TRUST COMPANY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt04637
IRS990/GainOrLossGrp/SecuritiesAmt011905
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantAmt019907
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt039813
IRS990/GrantsToDomesticOrgsGrp/TotalAmt039813
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt04637
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0364013
IRS990/GrossReceiptsAmt0415088
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt046438
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt046438
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01285825
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01501631
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0352108
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0ANNUAL DISTRIBUTIONS TO ORGANIZATIONS IN PART III AS PER TRUST AGREEMENT
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01406632
IRS990/NetAssetsOrFundBalancesEOYAmt01594595
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt016542
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt016542
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0184931
IRS990/OtherExpensesGrp/Desc0TRUSTEE FEES
IRS990/OtherExpensesGrp/Desc1FOREIGN TAXES
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt016746
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1377
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt225
IRS990/OtherExpensesGrp/TotalAmt016746
IRS990/OtherExpensesGrp/TotalAmt1377
IRS990/OtherExpensesGrp/TotalAmt225
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0RAYMOND JAMES TRUST NA
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0WEYAUWEGA PARENT-TEACHER ORGANIZATION OF UNION HIGH SCHOOL - WEYAUWEGA, WI (SCHOLARSHIPS)
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt09953
IRS990/ProgSrvcAccomActy2Grp/GrantAmt09953
IRS990/ProgSrvcAccomActy3Grp/Desc0ZION EVANGELICAL LUTHERAN CHURCH - FREMONT, WI (UNRESTRICTED)
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt09953
IRS990/ProgSrvcAccomActy3Grp/GrantAmt09953
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt042057
IRS990/PYInvestmentIncomeAmt050883
IRS990/PYOtherExpensesAmt019382
IRS990/PYRevenuesLessExpensesAmt0-10556
IRS990/PYTotalExpensesAmt061439
IRS990/PYTotalRevenueAmt050883
IRS990/ReconcilationRevenueExpnssAmt03032
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01406632
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01594595
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0120807
IRS990/SavingsAndTempCashInvstGrp/EOYAmt092964
IRS990ScheduleA/CertificationInd0X
IRS990ScheduleA/Contribution35ControlledInd0false
IRS990ScheduleA/ContributionControllerInd0false
IRS990ScheduleA/ContributionFamilyInd0false
IRS990ScheduleA/SupportedOrganizationsTotalCnt03
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0390901176
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1391047548
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2900058470
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd1true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd2true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc111A
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc21
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt019907
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt19953
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt29953
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10ST PETERS LUTHERAN CHURCH
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine11WEYAUWEGA PARENT-TEACHER ORGANIZATION
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine12ZION EVANGELICAL LUTHERAN CHURCH
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd1true
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd2true
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd1true
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd2true
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt039813
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt09953
IRS990ScheduleI/RecipientTable/CashGrantAmt19953
IRS990ScheduleI/RecipientTable/CashGrantAmt219907
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10WEYAUWEGA PARENT-TEACHER ORG
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine11ZION EVANGELICAL LUTHERAN CHURCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine12ST PETER'S LUTHERAN CHURCH
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine21ZION EVANGELICAL LUTHERAN CHURCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine22ST PETER'S LUTHERAN CHURCH
IRS990ScheduleI/RecipientTable/RecipientEIN0391047548
IRS990ScheduleI/RecipientTable/RecipientEIN1900058470
IRS990ScheduleI/RecipientTable/RecipientEIN2390901176
IRS990ScheduleI/RecipientTable/USAddress/AddressLine10500 EAST ANN ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine11PO BOX 75
IRS990ScheduleI/RecipientTable/USAddress/AddressLine12312 WEST MAIN ST
IRS990ScheduleI/RecipientTable/USAddress/City0WEYAUWEGA
IRS990ScheduleI/RecipientTable/USAddress/City1READFIELD
IRS990ScheduleI/RecipientTable/USAddress/City2WEYAUWEGA
IRS990ScheduleI/RecipientTable/USAddress/State0WI
IRS990ScheduleI/RecipientTable/USAddress/State1WI
IRS990ScheduleI/RecipientTable/USAddress/State2WI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode054983
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode154969
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode254983
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO REVIEW WILL BE CONDUCTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INFORMATION AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INCREASE IN VALUE OF ASSETS 184,931
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MN
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
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IRS990/TerminateOperationsInd0false
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IRS990/TotalCompGreaterThan150KInd0false
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IRS990/TotalFunctionalExpensesGrp/TotalAmt059948
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10PO BOX 14407
IRS990/USAddress/City0ST PETERSBURG
IRS990/USAddress/State0FL
IRS990/USAddress/ZIPCode0337334407
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RAYMOND JAMES TRUST NA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08667567269
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine10ALFRED R BETHKE FAMILY CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine20RAYMOND JAMES TRUST NA
ReturnHeader/Filer/BusinessNameControlTxt0ALFR
ReturnHeader/Filer/EIN0416165048
ReturnHeader/Filer/PhoneNum08667567269
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 14407
ReturnHeader/Filer/USAddress/City0ST PETERSBURG
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode0337334407
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10RICHARD H PICKETT LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10115 N COURT ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0FERGUS FALLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0565372106
ReturnHeader/PreparerPersonGrp/PhoneNum02187366965
ReturnHeader/PreparerPersonGrp/PreparationDt02014-04-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUZANNE DEMUTH
ReturnHeader/ReturnTs02014-04-30T11:23:35-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,594,595
Liabilities
$0
Net assets
$1,594,595
Revenue
$62,980
Expenses
$59,948
Net income
$3,032
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.08$0.13$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.12$0.13$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.05$0.14$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.13$0.12$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.16$0.12$0.04
2019Summary only. Only limited summary data is available for this year.$1.09$0.00$0.10$0.11$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.05$0.06$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.03$0.07$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.07$0.07$0.00
2013Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.06$0.06$0.00
2012Summary only. Only limited summary data is available for this year.$1.41$0.00$1.41$0.05$0.06$0.01
2011Summary only. Only limited summary data is available for this year.$1.33$0.00$1.33$0.05$0.06$0.01