Civic Intelligence

Charitable Trust UW John a Baker

990PF • Fiscal year 2018 • EIN 52-6034233

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 02, 2019

Organization Profile
PO Box 1908Orlando, FL 32802-1908

(404) 813-4694

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

36th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Net Margin

9th percentile

-47%

Higher net margin than 9% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

92nd percentile

$13,616

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 44.7% of source-year revenue.

2018 filings • $500k-$1M nonprofits • Source year 2018

Asset Growth

33rd percentile

-2.7%

Faster asset growth than 33% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2015 to 2018

Revenue Growth

25th percentile

-9.0%

Faster revenue growth than 25% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2015 to 2018

Balance Sheet
Liabilities / Assets36th percentile

Assets

Down

$671,758

Down $58,064 (-8.0%) from 2015

Net Assets

$671,758

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin9th percentile

Revenue

Down

$30,471

Down $9,901 (-25%) from 2015

Expenses

Up

$44,730

Up $29,467 (+193%) from 2015

Net Income

Down

-$14,259

Down $39,368 (-157%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$800K$600K$400K$200K$0Assets 2011: $618,656Liabilities 2011: $02011Assets 2012: $640,244Liabilities 2012: $02012Assets 2013: $665,418Liabilities 2013: $02013Assets 2014: $705,138Liabilities 2014: $02014Assets 2015: $729,822Liabilities 2015: $02015Assets 2018: $671,758Liabilities 2018: $0Net Assets 2018: $671,7582018Assets 2019: $657,023Liabilities 2019: $0Net Assets 2019: $657,0232019Assets 2020: $672,792Liabilities 2020: $0Net Assets 2020: $672,7922020Assets 2021: $765,010Liabilities 2021: $0Net Assets 2021: $765,0102021Assets 2022: $751,163Liabilities 2022: $0Net Assets 2022: $751,1632022Assets 2023: $693,041Liabilities 2023: $0Net Assets 2023: $693,0412023Assets 2024: $699,694Liabilities 2024: $0Net Assets 2024: $699,6942024

Highlighted filing

2018

Assets$671,758
Liabilities$0
Net Assets$671,758
Open 2018 Filing

Operations Trend

Revenue Growth25th percentile

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

$150K$100K$50K$0-$50K-$100KRevenue 2011: $63,501Expenses 2011: $38,390Net Income 2011: $25,1112011Revenue 2012: $59,047Expenses 2012: $37,459Net Income 2012: $21,5882012Revenue 2013: $63,768Expenses 2013: $38,594Net Income 2013: $25,1742013Revenue 2014: $68,372Expenses 2014: $28,451Net Income 2014: $39,9212014Revenue 2015: $40,372Expenses 2015: $15,263Net Income 2015: $25,1092015Revenue 2018: $30,471Expenses 2018: $44,730Net Income 2018: -$14,2592018Revenue 2019: $29,911Expenses 2019: $54,058Net Income 2019: -$24,1472019Revenue 2020: $60,376Expenses 2020: $44,179Net Income 2020: $16,1972020Revenue 2021: $140,669Expenses 2021: $46,986Net Income 2021: $93,6832021Revenue 2022: $34,718Expenses 2022: $50,399Net Income 2022: -$15,6812022Revenue 2023: -$16,272Expenses 2023: $41,848Net Income 2023: -$58,1202023Revenue 2024: $49,122Expenses 2024: $44,707Net Income 2024: $4,4152024

Highlighted filing

2018

Revenue$30,471
Expenses$44,730
Net Income-$14,259
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 2, 2019
Return Version
2018v3.0
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$13,616-$13,616
Filing and Contact Details

Filer

Filer Name
Baker John a Charitable Trust
EIN
52-6034233
Phone
4048134694
Address
PO BOX 1908, ORLANDO, FL 32802-1908

Signing Officer

Name
Suntrust Bank
Title
Trustee
Phone
4048134694
Signed
2019-04-02
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Shawn P Hanlon
Phone
4123556000
Raw XML AppendixShowing 400 of 580 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.

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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEE (NON-ALLOC
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt02500
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0periodic market values and/or the applicable fee agreement. It is not
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0The compensation reported in column (c) is calculated based on
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0determined on an hourly basis and the reference to one hour per week is an estimate only. Corporate trustee services include, but are not limited to, administrative services such as fiduciary accounting, custody of assets, complying with tax filing requirements, complying with distribution provisions, and complying with federal and state laws applicable to private foundations, plus asset management services such as creating asset allocation strategies, investments reporting and reallocating and rebalancing of portfolios as necessary.
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5141
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt61058
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7538
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt889
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-687
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10179
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11238
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt122764
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1318
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14-41
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16-972
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt17-65
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt18257
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1915
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt20-1166
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21-7
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt22408
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt23-7
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02308
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt17820
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt24984
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt313666
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4551
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt51277
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt67732
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt77986
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8316
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt98763
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10361
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt111290
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt127554
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13172
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14429
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt152633
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt16389
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1718349
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt18954
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt19829
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt20284
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2113236
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt221217
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt23743
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt24204
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc076.005 EDGEWOOD GROWTH FUND-INS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1274.883 CAMBIAR INTL EQUITY FUND-INS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2218.986 JOHCM INTERNATIONAL SEL-I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc31017.59 BRANDES INTL S/C EQUITY-I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc441.028 BRANDES INTL S/C EQUITY-I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc538.219 EATON VANCE ATLANTA CAP SMID-CAP-I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc61323.955 FEDERATED STRATEGIC VALUE-I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc729. ISHARES TR S&P 500 INDEX ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc814.643 JOHN HANCOCK III DISCIPLINED VALUE-I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9755.395 ABBEY CAP FUTURES STRAT-I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1010.368 T ROWE PRICE DIVRSFD SMALLCAP GROWTH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1165.728 VAN ECK EMERGING MARKETS-I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12215.459 EDGEWOOD GROWTH FUND-INS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc137.427 JOHCM INTERNATIONAL SEL-I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1441.29 DOUBLELINE TOTAL RETURN BD-I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1571.763 EATON VANCE ATLANTA CAP SMID-CAP-I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1642.936 EATON VANCE FLTG-RT-I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17294. ISHARES TR MSCI SMALL CAP INDEX ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1839. ISHARES TREASURY BOND ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1936.812 JOHN HANCOCK III DISCIPLINED VALUE-I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2010.346 NUVEEN SMALL CAP VALUE-I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc211173.419 ABBEY CAP FUTURES STRAT-I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22107.848 ABBEY CAP FUTURES STRAT-I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2318.978 T RWE PR QM US S/C GR EQ-I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc249.956 VANGUARD MTG BACKED SECS INDEX-S
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc25CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22018-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32018-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42018-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52018-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62018-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72018-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82018-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92018-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102018-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112018-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122018-08-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132018-08-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142018-08-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152018-08-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162018-08-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172018-08-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182018-08-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192018-08-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202018-08-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212018-08-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt222018-08-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt232018-08-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt242018-08-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt016166
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-14259
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0406
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0671759
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0685612
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0671758
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt037908
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt037908
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt037908
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt038141
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0233
IRS990PF/DistributableAmountGrp/TotalTaxAmt0233
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt010
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0243
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0233
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt010
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0233
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0233
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0243
IRS990PF/FMVAssetsEOYAmt0691534
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0685612
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0671758
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0-8088
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0-8088
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0649868
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0651271
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0671047
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt035744
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt028575
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt028575
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0685612
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0671758
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0691534
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0685612
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0671758
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0685612
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0671758
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0774426
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt031041
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0743385
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt011616
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt038141
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0762810
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0774426
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0SUNTRUST BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt013616
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 1908
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0ORLANDO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0328021908
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt029134
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt029367
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt038014
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt030058
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt08037
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt026515
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt036901
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.038193
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.051255
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.042456
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.010872
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.035032
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.051348
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0233
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0762810
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0741661
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0707977
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0739234
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0756879
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0718652
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt037082
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.190963

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$671,758
Liabilities
$0
Net assets
$671,758
Revenue
$30,471
Expenses
$44,730
Net income
-$14,259
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.00$0.00$7.00$0.49$0.45$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.93$0.00$6.93$0.16$0.42$0.58
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.51$0.00$7.51$0.35$0.50$0.16
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.65$0.00$7.65$1.41$0.47$0.94
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.73$0.00$6.73$0.60$0.44$0.16
2019Detailed filing. Detailed filing data is available for this year.$6.57$0.00$6.57$0.30$0.54$0.24
2018Detailed filing. Detailed filing data is available for this year.$6.72$0.00$6.72$0.30$0.45$0.14
2015Summary only. Only limited summary data is available for this year.$7.30$0.00$0.40$0.15$0.25
2014Summary only. Only limited summary data is available for this year.$7.05$0.00$0.68$0.28$0.40
2013Summary only. Only limited summary data is available for this year.$6.65$0.00$0.64$0.39$0.25
2012Summary only. Only limited summary data is available for this year.$6.40$0.00$0.59$0.37$0.22
2011Summary only. Only limited summary data is available for this year.$6.19$0.00$0.64$0.38$0.25