Civic Intelligence

The Ceres Foundation Inc

990PF • Fiscal year 2010 • EIN 58-2479387

Jan 01, 2010 to Dec 31, 2010 • Filed on Mar 24, 2011

328 East Bay Street29401
Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

Higher debt load relative to assets than 7% of similar nonprofits.

2010 filings • $25M-$50M nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

63rd percentile

$60,000

Higher top officer pay than 63% of similar nonprofits.

2010 filings • $25M-$50M nonprofits • Source year 2010

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$26,877,455

No earlier filing loaded for comparison.

Net Assets

$26,850,422

No earlier filing loaded for comparison.

Liabilities

$27,033

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$1,844,016

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2010: $26,877,455Liabilities 2010: $27,033Net Assets 2010: $26,850,4222010Assets 2011: $26,856,263Liabilities 2011: $1,316Net Assets 2011: $26,854,9472011Assets 2012: $27,372,456Liabilities 2012: $1,316Net Assets 2012: $27,371,1402012Assets 2013: $28,333,785Liabilities 2013: $254,880Net Assets 2013: $28,078,9052013Assets 2014: $29,239,555Liabilities 2014: $368,508Net Assets 2014: $28,871,0472014Assets 2015: $30,572,332Liabilities 2015: $448,661Net Assets 2015: $30,123,6712015Assets 2016: $28,899,541Liabilities 2016: $419,386Net Assets 2016: $28,480,1552016Assets 2017: $28,829,706Liabilities 2017: $302,261Net Assets 2017: $28,527,4452017Assets 2018: $28,417,459Liabilities 2018: $299,208Net Assets 2018: $28,118,2512018Assets 2019: $28,001,874Liabilities 2019: $200,410Net Assets 2019: $27,801,4642019Assets 2020: $27,278,213Liabilities 2020: $3,467Net Assets 2020: $27,274,7462020Assets 2021: $27,950,946Liabilities 2021: $3,855Net Assets 2021: $27,947,0912021Assets 2022: $27,946,564Liabilities 2022: $3,899Net Assets 2022: $27,942,6652022Assets 2023: $26,763,419Liabilities 2023: $5,665Net Assets 2023: $26,757,7542023Assets 2024: $27,248,151Liabilities 2024: $8,297Net Assets 2024: $27,239,8542024

Highlighted filing

2010

Assets$26,877,455
Liabilities$27,033
Net Assets$26,850,422

Operations Trend

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $1,844,0162010Expenses 2011: $1,933,0702011Expenses 2012: $1,637,9172012Revenue 2013: $2,358,046Expenses 2013: $1,650,275Net Income 2013: $707,7712013Revenue 2014: $2,682,388Expenses 2014: $1,890,246Net Income 2014: $792,1422014Revenue 2015: $3,113,200Expenses 2015: $1,860,576Net Income 2015: $1,252,6242015Revenue 2016: $223,856Expenses 2016: $1,867,372Net Income 2016: -$1,643,5162016Revenue 2017: $1,882,785Expenses 2017: $1,835,495Net Income 2017: $47,2902017Revenue 2018: $1,616,624Expenses 2018: $2,025,818Net Income 2018: -$409,1942018Revenue 2019: $1,440,251Expenses 2019: $1,757,038Net Income 2019: -$316,7872019Revenue 2020: $1,082,599Expenses 2020: $1,609,317Net Income 2020: -$526,7182020Revenue 2021: $2,452,070Expenses 2021: $1,779,725Net Income 2021: $672,3452021Revenue 2022: $1,792,822Expenses 2022: $1,797,248Net Income 2022: -$4,4262022Revenue 2023: $678,307Expenses 2023: $1,863,218Net Income 2023: -$1,184,9112023Revenue 2024: $2,326,736Expenses 2024: $1,844,636Net Income 2024: $482,1002024

Highlighted filing

2010

Revenue-
Expenses$1,844,016
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2010 to Dec 31, 2010
Signed
Mar 24, 2011
Return Version
2010v3.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN L GAVELExecutive DirectorPT$60,000-$60,000
DIANE D TERNIPresident/Director-$0--
FRANK GAVEL JRVice President/Director-$0--
LINDA GAVEL WEBBVice President/Director-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCOASTAL CONSERVATION LEAGUELOCAL FOOD DISTRIBUTION CENTER FUNDOTHER PUBLIC CHARITYCHARLESTON, SC, US$400,000
Paid GrantFENNELL ELEMENTARY SCHOOLSCHOOL IMPORVEMENTS PER PROPOSALOTHER PUBLIC CHARITYYEMASSEE, SC, US$50,000
Paid GrantINTERNATIONAL MEDICAL CORPSHAITI RELIEFOTHER PUBLIC CHARITYSANTA MONICA, CA, US$50,000
Paid GrantANN'S PLACEGENERAL FUNDOTHER PUBLIC CHARITYDANBURY, CT, US$30,000
Paid GrantAUDUBON SCGENERAL FUNDOTHER PUBLIC CHARITYHARLEYVILLE, SC, US$30,000
Paid GrantSOUTH CAROLINA AQUARIUMGENERAL FUNDOTHER PUBLIC CHARITYCHARLESTON, SC, US$30,000
Paid GrantAMERICAN RED CROSS ROANOKE VALLEYEMERGENCY COMMUNICATION PROJECTPUBLIC CHARITYROANOKE, VA, US$25,000
Paid GrantBLUE RIDGE AUTISM & ACHIEVEMENT CENTERCAPITAL IMPROVEMENTS FUNDOTHER PUBLIC CHARITYROANOKE, VA, US$25,000
Paid GrantCENTER IN THE SQUARERENOVATION PROJECTOTHER PUBLIC CHARITYROANOKE, VA, US$25,000
Paid GrantCHARLESTON AREA THERAPEUTIC RIDING INCPURCHASE GREEN BELT PROPERTYOTHER PUBLIC CHARITYJOHNS ISLAND, SC, US$25,000
Paid GrantNATIONAL D-DAY MEMORIALGENERAL FUNDOTHER PUBLIC CHARITYBEDFORD, VA, US$25,000
Paid GrantOPERA ROANOKEPERFORMANCEOTHER PUBLIC CHARITYROANOKE, VA, US$25,000
Paid GrantSMART BEGINNINGSGENERAL FUNDOTHER PUBLIC CHARITYROANOKE, VA, US$25,000
Paid GrantDANBURY HOSPITAL DEVELOPMENT FUNDGENERAL FUNDOTHER PUBLIC CHARITYDANBURY, CT, US$20,000
Paid GrantFAIRFIELD COUNTY COMMUNITY FOUNDATIONIN MEMORY OF A. BISSETOTHER PUBLIC CHARITYNORWALK, CT, US$20,000
Paid GrantGIBBES MUSEUM OF ARTONLINE CATALOGUEOTHER PUBLIC CHARITYCHARLESTON, SC, US$20,000
Paid GrantMICHAEL C CARLOS MUSEUMBOOK PUBLICATIONOTHER PUBLIC CHARITYATLANTA, GA, US$20,000
Paid GrantRUMSEY HALL SCHOOLGENERAL FUNDOTHER PUBLIC CHARITYWASHINGTON DEPOT, CT, US$20,000
Paid GrantSOUTHERN ENVIRONMENTAL LAW CENTERCHARLESTON OFFICE FUNDOTHER PUBLIC CHARITYCHARLOTTESVILLE, VA, US$20,000
Paid GrantWESTMINSTER SCHOOLGENERAL FUNDOTHER PUBLIC CHARITYSIMSBURY, CT, US$20,000
Paid GrantVALLEY CONSERVATION COUNCILGENERAL FUNDOTHER PUBLIC CHARITYSTAUNTON, VA, US$15,000
Paid GrantABILITY BEYOND DISABILITYGENERAL FUNDPUBLIC CHARITYBETHEL, CT, US$11,000
Paid GrantBEAUFORT MARINE INSTITUTECROQUET TOURNAMENTOTHER PUBLIC CHARITYSEABROOK, SC, US$10,000
Paid GrantBOYS FARM INCGENERAL FUNDOTHER PUBLIC CHARITYNEWBERRY, SC, US$10,000
Paid GrantFOOD ALLERGY AND ANAPHYLAXIS NETWORKGENERAL FUNDOTHER PUBLIC CHARITYNEW YORK, NY, US$10,000
Paid GrantFRIENDS OF CAROLINE HOSPICEGENERAL FUNDOTHER PUBLIC CHARITYPORT ROYAL, SC, US$10,000
Paid GrantLITERACY VOLUNTEERS OF ROANOKE VALLEYGENERAL FUNDOTHER PUBLIC CHARITYROANOKE, VA, US$10,000
Paid GrantQUALITY DEER MANAGEMENT ASSOCIATIONGENERAL FUNDOTHER PUBLIC CHARITYBOGART, GA, US$10,000
Paid GrantREGIONAL HOSPICE OF WESTERN CTGENERAL FUNDOTHER PUBLIC CHARITYDANBURY, CT, US$10,000
Paid GrantVIRGINIA WESTERN EDUCATION FOUNDATIONSCHOLARSHIP FUNDOTHER PUBLIC CHARITYROANOKE, VA, US$10,000
Paid GrantLOWCOUNTRY EARTH FORCEOPERATIONS FUNDOTHER PUBLIC CHARITYCHARLESTON, SC, US$7,000
Paid GrantRACHEL'S CHALLENGESTRAIGHT STREETOTHER PUBLIC CHARITYROANOKE, VA, US$7,000
Paid GrantTRIDENT LITERACY ASSOCIATIONTC DRAYTON CENTEROTHER PUBLIC CHARITYNORTH CHARLESTON, SC, US$7,000
Paid GrantDANBURY HOSPITAL DEVELOPMENT FUNDGOLF TOUNAMENTOTHER PUBLIC CHARITYDANBURY, CT, US$6,000
Paid GrantAMERICA'S SECOND HARVESTGENERAL FUNDPUBLIC CHARITYCHICAGO, IL, US$5,000
Paid GrantAMOS HOUSEGENERAL FUNDPUBLIC CHARITYDANBURY, CT, US$5,000
Paid GrantBEAUFORT MEMORIAL HOSPITAL FOUNDATIONGENERAL FUNDOTHER PUBLIC CHARITYBEAUFORT, SC, US$5,000
Paid GrantBOYS AND GIRLS CLUB OF THE LOWCOUNTRYGENERAL FUNDOTHER PUBLIC CHARITYBEAUFORT, SC, US$5,000
Paid GrantTHE CHAPIN SCHOOLGENERAL FUNDOTHER PUBLIC CHARITYNEW YORK, NY, US$5,000
Paid GrantCHARLESTON HORTICULTURAL SOCIETYCHALLENGE/GENERAL FUNDOTHER PUBLIC CHARITYCHARLESTON, SC, US$5,000
Paid GrantCYSTIC FIBROSIS FOUNDATION - IOWA CHAPTERGENERAL FUNDOTHER PUBLIC CHARITYWEST DES MOINES, IA, US$5,000
Paid GrantDANBURY REGIONAL CHILD ADVOCACY CENTERGENERAL FUNDOTHER PUBLIC CHARITYDANBURY, CT, US$5,000
Paid GrantDOROTHY DAY HOSPITALITY HOUSEGENERAL FUNDOTHER PUBLIC CHARITYDANBURY, CT, US$5,000
Paid GrantGREATER NEW HAVEN COMMUNITYVETERANS GOLF TOURNAMENTOTHER PUBLIC CHARITYNEW HAVEN, CT, US$5,000
Paid GrantHISTORY FLIGHT INCGENERAL FUNDOTHER PUBLIC CHARITYMARATHON, FL, US$5,000
Paid GrantKEVIN'S COMMUNITY CENTERGENERAL FUNDOTHER PUBLIC CHARITYNEWTOWN, CT, US$5,000
Paid GrantLITERACY VOLUNTEERS OF AMERICA- LOWCOUNTRYGENERAL FUNDOTHER PUBLIC CHARITYBLUFFTON, SC, US$5,000
Paid GrantREGIONAL YMCA OF WESTERN CONNECTICUTGENERAL FUNDOTHER PUBLIC CHARITYBROOKFIELD, CT, US$5,000
Paid GrantSAFE HAVEN OF GREATER WATERBURYCHILDREN'S COUSELINGOTHER PUBLIC CHARITYWATERBURY, CT, US$5,000
Paid GrantSIMPLY SMILESGENERAL FUNDOTHER PUBLIC CHARITYWESTPORT, CT, US$5,000
Paid GrantVOICE FOR JOANIEGENERAL FUNDOTHER PUBLIC CHARITYNEW MILFORD, CT, US$5,000
Paid GrantWATER MISSIONS INTERNATIONALGENERAL FUNDOTHER PUBLIC CHARITYCHARLESTON, SC, US$5,000
Paid GrantWOUNDED WARRIORSGENERAL FUNDOTHER PUBLIC CHARITYJACKSONVILLE, FL, US$5,000
Paid GrantBARRIER ISLANDS FREE MEDICAL CLINICGENERAL FUND/ HONOR B. KUNESOTHER PUBLIC CHARITYKIAWAH ISLAND, SC, US$3,000
Paid GrantLIGHTHOUSE CHURCHGENERAL FUNDOTHER PUBLIC CHARITYMT PLEASANT, SC, US$3,000
Paid GrantWEST END CENTERLEAPOTHER PUBLIC CHARITYROANOKE, VA, US$3,000
Paid GrantBEST PETS INCGENERAL FUNDOTHER PUBLIC CHARITYDENVER, CO, US$2,500
Paid GrantCAPE CARESGENERAL FUNDOTHER PUBLIC CHARITYEAST ORLEANS, MA, US$2,500
Paid GrantCHANNEL 3 KIDSGENERAL FUNDOTHER PUBLIC CHARITYANDOVER, CT, US$2,500
Paid GrantCHILDREN'S ADVENTURE CENTERGENERAL FUNDOTHER PUBLIC CHARITYSANDY HOOK, CT, US$2,500
Paid GrantCONNECTICUT BURNS CARE FOUNDATION INCGENERAL FUNDOTHER PUBLIC CHARITYMILFORD, CT, US$2,500
Paid GrantCONNECTICUT CHILDREN'S MEDICAL CENTER FOUNDATION INCGENERAL FUNDOTHER PUBLIC CHARITYHARTOFRD, CT, US$2,500
Paid GrantCYRENIUS H BOOTH LIBRARYGENERAL FUNDOTHER PUBLIC CHARITYNEWTOWN, CT, US$2,500
Paid GrantJUVENILE DIABETES RESEARCH FOUNDATION GEORGIA CHAPTERSUPPORT B. KLUMOKOTHER PUBLIC CHARITYNEW YORK, NY, US$2,500
Paid GrantLITERACY VOLUNTEERS OF AMERICA- DANBURYGENERAL FUNDOTHER PUBLIC CHARITYDANBURY, CT, US$2,500
Paid GrantROANOKE VALLEY SPCA INCCALENDAR FUNDRAISER/ELSAOTHER PUBLIC CHARITYROANOKE, VA, US$2,500
Paid GrantRENEWAL HOUSEGENERAL FUNDOTHER PUBLIC CHARITYDANBURY, CT, US$2,500
Paid GrantUNIVERSITY OF CT MASTER GARDENERGENERAL FUNDOTHER PUBLIC CHARITYSTORRS, CT, US$2,500
Paid GrantVISITING NURSES ASSOCIATION OF NEWTOWN INCGENERAL FUNDOTHER PUBLIC CHARITYNEWTOWN, CT, US$2,500
Paid GrantFAITH FOOD PANTRYGENERAL FUNDOTHER PUBLIC CHARITYNEWTOWN, CT, US$2,000
Paid GrantSHELDON TOWNSHIP FIRE DISTRICTGENERAL FUNDOTHER PUBLIC CHARITYSHELDON, SC, US$2,000
Paid GrantST HELENA'S EPISCOPAL CHURCHGENERAL FUNDOTHER PUBLIC CHARITYBEAUFORT, SC, US$2,000
Paid GrantUNIVERSITY OF VA ART HISTORY DEPARTMENTPUBLICATION COST OF BOOKOTHER PUBLIC CHARITYCHARLOTTESVILLE, VA, US$1,500
Paid GrantAMERICAN HEART ASSOCIATIONGENERAL FUNDPUBLIC CHARITYCOLUMBIA, SC, US$1,000
Paid GrantAMVETSGENERAL FUNDPUBLIC CHARITYLANHAM, MD, US$1,000
Paid GrantBEAUFORT COUNTY ANIMAL SHELTERGENERAL FUNDOTHER PUBLIC CHARITYBEAUFORT, SC, US$1,000
Paid GrantCAMP WILDWOODGENERAL FUNDOTHER PUBLIC CHARITYHAMPTON, SC, US$1,000
Paid GrantCAROLINA YOUTH DEVELOPMENT CENTERGENERAL FUNDOTHER PUBLIC CHARITYNORTH CHARLESTON, SC, US$1,000
Paid GrantCHUCKTOWN SQUASHGENERAL FUNDOTHER PUBLIC CHARITYSULLIVANS ISLAND, SC, US$1,000
Paid GrantCONNIE MAXWELL CHILDREN'S HOMEGENERAL FUNDOTHER PUBLIC CHARITYGREENWOOD, SC, US$1,000
Paid GrantDISABLED AMERICAN VETERANSGENERAL FUNDOTHER PUBLIC CHARITYCOLD SPRING, KY, US$1,000
Paid GrantETV ENDOWMENT OF SCGENERAL FUNDOTHER PUBLIC CHARITYSPARTANBURG, SC, US$1,000
Paid GrantFAMILIES HELPING FAMILIES (PALMETTO PROJECT)GENERAL FUNDOTHER PUBLIC CHARITYCHARLESTON, SC, US$1,000
Paid GrantFRESH AIR FUNDGENERAL FUNDOTHER PUBLIC CHARITYNEW YORK, NY, US$1,000
Paid GrantFRIENDS OF THE BEAUFORT COUNTY LIBRARYGENERAL FUNDOTHER PUBLIC CHARITYBEAUFORT, SC, US$1,000
Paid GrantGEORGIA PUBLIC BROADCASTINGGENERAL FUNDOTHER PUBLIC CHARITYATLANTA, GA, US$1,000
Paid GrantGOOD NEIGHBOR MEDICAL CLINICGENERAL FUNDOTHER PUBLIC CHARITYBEAUFORT, SC, US$1,000
Paid GrantHABITAT FOR HUMANITY INTERNATIONALGENERAL FUNDOTHER PUBLIC CHARITYAMERICUS, GA, US$1,000
Paid GrantHISTORIC BEAUFORT FOUNDATIONGENERAL FUNDOTHER PUBLIC CHARITYBEAUFORT, SC, US$1,000
Paid GrantHUMANE ASSOCIATION OF THE LOWCOUNTRYGENERAL FUNDOTHER PUBLIC CHARITYBEAUFORT, SC, US$1,000
Paid GrantMADDGENERAL FUNDOTHER PUBLIC CHARITYIRVING, TX, US$1,000
Paid GrantOXFAM AMERICAGENERAL FUNDOTHER PUBLIC CHARITYBOSTON, MA, US$1,000
Paid GrantPARALYZED VETERANS OF AMERICAGENERAL FUNDOTHER PUBLIC CHARITYWASHINGTON, DC, US$1,000
Paid GrantREMOTE AREA MEDICAL FOUNDATIONGENERAL FUNDOTHER PUBLIC CHARITYKNOXVILLE, TN, US$1,000
Paid GrantSALVATION ARMYGENERAL FUNDOTHER PUBLIC CHARITYNORTH CHARLESTON, SC, US$1,000
Paid GrantST JUDE CHILDREN'S HOSPITALGENERAL FUNDOTHER PUBLIC CHARITYMEMPHIS, TN, US$1,000
Paid GrantTOYS FOR TOTSGENERAL FUNDOTHER PUBLIC CHARITYTRIANGLE, VA, US$1,000
Paid GrantUNICEFGENERAL FUNDOTHER PUBLIC CHARITYNEW YORK, NY, US$1,000
Paid GrantUSOGENERAL FUNDOTHER PUBLIC CHARITYARLINGTON, VA, US$1,000
Paid GrantVETERANS OF FOREIGN WARSGENERAL FUNDOTHER PUBLIC CHARITYKANSAS CITY, MO, US$1,000
Filing and Contact Details

Filer

EIN
58-2479387
Raw XML AppendixShowing 400 of 1,636 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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DepreciationSchedule/Depreciation/NetInvestmentIncome200
DepreciationSchedule/Depreciation/NetInvestmentIncome210
DepreciationSchedule/Depreciation/NetInvestmentIncome220
DepreciationSchedule/Depreciation/PriorYearsDepreciation0241948
DepreciationSchedule/Depreciation/PriorYearsDepreciation14387
DepreciationSchedule/Depreciation/PriorYearsDepreciation253267
DepreciationSchedule/Depreciation/PriorYearsDepreciation36237
DepreciationSchedule/Depreciation/PriorYearsDepreciation41043
DepreciationSchedule/Depreciation/PriorYearsDepreciation52282
DepreciationSchedule/Depreciation/PriorYearsDepreciation63174
DepreciationSchedule/Depreciation/PriorYearsDepreciation757
DepreciationSchedule/Depreciation/PriorYearsDepreciation83636
DepreciationSchedule/Depreciation/PriorYearsDepreciation911594
DepreciationSchedule/Depreciation/PriorYearsDepreciation102680
DepreciationSchedule/Depreciation/PriorYearsDepreciation115372
DepreciationSchedule/Depreciation/PriorYearsDepreciation127575
DepreciationSchedule/Depreciation/PriorYearsDepreciation135096
DepreciationSchedule/Depreciation/PriorYearsDepreciation14205
DepreciationSchedule/Depreciation/PriorYearsDepreciation151510
DepreciationSchedule/Depreciation/PriorYearsDepreciation16122
DepreciationSchedule/Depreciation/PriorYearsDepreciation17341
DepreciationSchedule/Depreciation/PriorYearsDepreciation18104
DepreciationSchedule/Depreciation/PriorYearsDepreciation1979
DepreciationSchedule/Depreciation/PriorYearsDepreciation20164
DepreciationSchedule/Depreciation/Rate00.000000000000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue03283206
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV03383649
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0RAYMOND JAMES - CORPORATE BONDS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue012026821
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV015737490
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0RAYMOND JAMES - CORPORATE STOCK
InvestmentsGovtObligationsSch/StateLocalSecuritiesEOYBookVal00
InvestmentsGovtObligationsSch/StateLocalSecuritiesEOYFMV00
InvestmentsGovtObligationsSch/USGovtSecuritiesEOYBookValue04192033
InvestmentsGovtObligationsSch/USGovtSecuritiesEOYFMV01206012
InvestmentsOtherSchedule2/InvestmentsOther/BookValue034119
InvestmentsOtherSchedule2/InvestmentsOther/BookValue12831699
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0RAYMOND JAMES - MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1RAYMOND JAMES - ASSET BACKED SECURITIES
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV038873
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV12757576
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV1AT COST
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount0268568
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount0809683
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount0271612
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionAmount05207
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount01355070
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome00
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA01355070
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss015104
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm0809683
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps060000
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss01209000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionRevAndExpnss054062
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm0268568
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss0268568
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-488946
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice09426990
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm0271612
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss0271612
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblPrps04500
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnss097087
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss0809683
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome01067109
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss05207
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps00
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm09612
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss012786
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm0287961
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss01844016
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome01355070
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses01355070
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps0191304
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm0287961
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss0635016
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblPrps06148
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnss06148
IRS990PF/BalanceSheets/AccumDeprecLandBldgAndEquip0405755
IRS990PF/BalanceSheets/CashBOY06003
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY02018284
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY03283206
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV03383649
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY011186258
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY012026821
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV015737490
IRS990PF/BalanceSheets/InvestmentsGovtObligBOY04603860
IRS990PF/BalanceSheets/InvestmentsGovtObligEOY04192033
IRS990PF/BalanceSheets/InvestmentsGovtObligEOYFMV01206012
IRS990PF/BalanceSheets/InvestmentsOtherBOY04548581
IRS990PF/BalanceSheets/InvestmentsOtherEOY02865818
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV02796449
IRS990PF/BalanceSheets/LandBuildingAndEquipmentBasis02310818
IRS990PF/BalanceSheets/LandBuildingAndEquipmentBOY01959125
IRS990PF/BalanceSheets/LandBuildingAndEquipmentEOY01905063
IRS990PF/BalanceSheets/LandBuildingAndEquipmentEOYFMV01905063
IRS990PF/BalanceSheets/OrgThatFollowSFAS1170X
IRS990PF/BalanceSheets/OtherAssetsBOY0612000
IRS990PF/BalanceSheets/OtherAssetsEOY0612000
IRS990PF/BalanceSheets/OtherAssetsEOYFMV0612000
IRS990PF/BalanceSheets/OtherLiabilitiesBOY016416
IRS990PF/BalanceSheets/OtherLiabilitiesEOY027033
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY02308203
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY01992514
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV01992514
IRS990PF/BalanceSheets/TotalAssetsBOY027242314
IRS990PF/BalanceSheets/TotalAssetsEOY026877455
IRS990PF/BalanceSheets/TotalAssetsEOYFMV027633177
IRS990PF/BalanceSheets/TotalLiabilitiesBOY016416
IRS990PF/BalanceSheets/TotalLiabilitiesEOY027033
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY027242314
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY026877455
IRS990PF/BalanceSheets/TotalNetAssetsBOY027225898
IRS990PF/BalanceSheets/TotalNetAssetsEOY026850422
IRS990PF/BalanceSheets/UnrestrictedBOY027225898
IRS990PF/BalanceSheets/UnrestrictedEOY026850422
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0809683
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis02993800
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis11520420
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis2881483
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis32371604
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis4850000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0RAYMOND JAMES #7137 SHORT TERM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1RAYMOND JAMES #7137 LONG TERM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2RAYMOND JAMES #5170 SHORT TERM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3RAYMOND JAMES #5170 LONG TERM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4US TREAS SEC STRIPPED INT PMT
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5CAPITAL GAIN DISTRIBUTIONS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0622820
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1219248
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss243762
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss3-81584
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss40
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss55437
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses0622820
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1219248
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses243762
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses3-81584
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses40
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses55437
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice03616620
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice11739668
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice2925245
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice32290020
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice4850000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice55437
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired2P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired3P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired4P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired5P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-488946
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases0113470
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal026850422
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY027225898
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY026850422
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted01302909
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj01302909
IRS990PF/DistributableAmount/DistributableAmountBeforeDed01302909
IRS990PF/DistributableAmount/MinimumInvestmentReturn01313580
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome010671
IRS990PF/DistributableAmount/TotalTax010671
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear013158
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment023829
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax010671
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment013158
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal010671
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome010671
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments023829
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY027633177
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets026671681
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances01933989
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities024737692
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable0400075
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn01313580
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets026271606
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets026671681
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHghstPaidCntrct/BusinessName/BusinessNameLine10EAGLE ASSET MANAGEMENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHghstPaidCntrct/Compensation0261168
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHghstPaidCntrct/TypeOfService0INVESTMENT MANAGEMENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHghstPaidCntrct/USAddress/AddressLine10880 CARILLON PARKWAY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHghstPaidCntrct/USAddress/City0ST PETERSBURG
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHghstPaidCntrct/USAddress/State0FL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHghstPaidCntrct/USAddress/ZIPCode033733
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition04.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition130.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition22.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition31.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation160000
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$27.2$0.01$27.2$2.33$1.84$0.48
2023Detailed filing. Detailed filing data is available for this year.$26.8$0.01$26.8$0.68$1.86$1.18
2022Detailed filing. Detailed filing data is available for this year.$27.9$0.00$27.9$1.79$1.80$0.00
2021Detailed filing. Detailed filing data is available for this year.$28.0$0.00$27.9$2.45$1.78$0.67
2020Detailed filing. Detailed filing data is available for this year.$27.3$0.00$27.3$1.08$1.61$0.53
2019Detailed filing. Detailed filing data is available for this year.$28.0$0.20$27.8$1.44$1.76$0.32
2018Detailed filing. Detailed filing data is available for this year.$28.4$0.30$28.1$1.62$2.03$0.41
2017Detailed filing. Detailed filing data is available for this year.$28.8$0.30$28.5$1.88$1.84$0.05
2016Detailed filing. Detailed filing data is available for this year.$28.9$0.42$28.5$0.22$1.87$1.64
2015Detailed filing. Detailed filing data is available for this year.$30.6$0.45$30.1$3.11$1.86$1.25
2014Detailed filing. Detailed filing data is available for this year.$29.2$0.37$28.9$2.68$1.89$0.79
2013Detailed filing. Detailed filing data is available for this year.$28.3$0.25$28.1$2.36$1.65$0.71
2012Detailed filing. Detailed filing data is available for this year.$27.4$0.00$27.4$1.64
2011Detailed filing. Detailed filing data is available for this year.$26.9$0.00$26.9$1.93
2010Detailed filing. Detailed filing data is available for this year.$26.9$0.03$26.9$1.84