Civic Intelligence

Arthur Vining Davis Foundation #3

990PF • Fiscal year 2014 • EIN 59-6159693

Jan 01, 2014 to Dec 31, 2014 • Filed on Sep 09, 2016

Organization Profile

View Organization Page

225 Water Street Suite 1510Jacksonville, FL 32202

(904) 359-0670

Siviq Scores

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

Liabilities / Assets

18th percentile

0.02x

Higher debt load relative to assets than 18% of similar nonprofits.

2014 filings • $100M-$250M nonprofits • Source year 2014

Liabilities / Revenue

29th percentile

0.20x

Higher debt load relative to revenue than 29% of similar nonprofits.

2014 filings • $100M-$250M nonprofits • Source year 2014

Net Margin

79th percentile

25%

Higher net margin than 79% of similar nonprofits.

2014 filings • $100M-$250M nonprofits • Source year 2014

Top Officer Pay

25th percentile

$213,861

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

2014 filings • $100M-$250M nonprofits • Source year 2014

Asset Growth

28th percentile

0.8%

Faster asset growth than 28% of similar nonprofits.

2014 filings • $100M-$250M nonprofits • Annualized from 2013 to 2014

Revenue Growth

97th percentile

174%

Faster revenue growth than 97% of similar nonprofits.

2014 filings • $100M-$250M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$156,184,286

Up $1,177,847 (+0.8%) from 2013

Net Assets

$153,758,386

No earlier filing loaded for comparison.

Liabilities

Up

$2,425,900

Up $48,075 (+2.0%) from 2013

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin79th percentile

Revenue

Up

$12,430,140

Up $7,890,843 (+174%) from 2013

Expenses

Up

$9,282,795

Up $730,741 (+8.5%) from 2013

Net Income

Up

$3,147,345

Up $7,160,102 (+178%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$300M$200M$100M$0Assets 2011: $133,190,337Liabilities 2011: $1,301,7402011Assets 2012: $139,469,854Liabilities 2012: $1,404,0042012Assets 2013: $155,006,439Liabilities 2013: $2,377,8252013Assets 2014: $156,184,286Liabilities 2014: $2,425,900Net Assets 2014: $153,758,3862014Assets 2015: $149,285,262Liabilities 2015: $234,420Net Assets 2015: $149,050,8422015Assets 2016: $153,493,729Liabilities 2016: $21,941Net Assets 2016: $153,471,7882016Assets 2017: $175,806,765Liabilities 2017: $59,361Net Assets 2017: $175,747,4042017Assets 2018: $157,830,324Liabilities 2018: $784,856Net Assets 2018: $157,045,4682018Assets 2019: $180,090,375Liabilities 2019: $22,080Net Assets 2019: $180,068,2952019Assets 2020: $197,226,335Liabilities 2020: $5,192,749Net Assets 2020: $192,033,5862020Assets 2021: $217,344,352Liabilities 2021: $6,541,826Net Assets 2021: $210,802,5262021Assets 2022: $174,765,219Liabilities 2022: $3,415,395Net Assets 2022: $171,349,8242022Assets 2023: $185,190,690Liabilities 2023: $1,584,058Net Assets 2023: $183,606,6322023Assets 2024: $193,352,499Liabilities 2024: $4,282,782Net Assets 2024: $189,069,7172024

Highlighted filing

2014

Assets$156,184,286
Liabilities$2,425,900
Net Assets$153,758,386
Open 2014 Filing

Operations Trend

Revenue Growth97th percentile

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

$30M$20M$10M$0-$10MRevenue 2011: $9,683,590Expenses 2011: $7,323,585Net Income 2011: $2,360,0052011Revenue 2012: $12,701,077Expenses 2012: $7,500,153Net Income 2012: $5,200,9242012Revenue 2013: $4,539,297Expenses 2013: $8,552,054Net Income 2013: -$4,012,7572013Revenue 2014: $12,430,140Expenses 2014: $9,282,795Net Income 2014: $3,147,3452014Revenue 2015: $13,907,910Expenses 2015: $5,245,145Net Income 2015: $8,662,7652015Revenue 2016: $1,755,615Expenses 2016: $4,237,073Net Income 2016: -$2,481,4582016Revenue 2017: $15,784,684Expenses 2017: $3,305,424Net Income 2017: $12,479,2602017Revenue 2018: $5,738,370Expenses 2018: $9,489,293Net Income 2018: -$3,750,9232018Revenue 2019: $6,699,112Expenses 2019: $8,278,205Net Income 2019: -$1,579,0932019Revenue 2020: $15,951,912Expenses 2020: $13,983,632Net Income 2020: $1,968,2802020Revenue 2021: $23,035,809Expenses 2021: $10,938,964Net Income 2021: $12,096,8452021Revenue 2022: $10,831,385Expenses 2022: $10,817,574Net Income 2022: $13,8112022Revenue 2023: $11,097,110Expenses 2023: $9,208,762Net Income 2023: $1,888,3482023Revenue 2024: $8,221,709Expenses 2024: $9,110,815Net Income 2024: -$889,1062024

Highlighted filing

2014

Revenue$12,430,140
Expenses$9,282,795
Net Income$3,147,345
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Sep 9, 2016
Return Version
2014v6.0
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dr Nancy CablePresidentPT$166,005$47,856$213,861
JH Dow DavisChairmanPT$0--
Serena Davis HallTrustee-$0--
Maynard K DavisTrustee-$0--
Dorothy Davis KeeTrustee-$0--
Hilary RosenthalTrustee-$0--
Jonathan P DavisTrustee-$0--
Tamara DavisTrustee-$0--
William Given KeeTrustee-$0--
Dorothy Given KeeTrustee - Term Ended 10/2014-$0--
SunTrust Banks IncCorporate Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Arthur Vining Davis Foundation #3
EIN
59-6159693
Phone
9043590670
Address
225 Water Street Suite 1510, Jacksonville, FL 32202

Signing Officer

Name
Nancy J Cable
Title
President
Phone
9043590670
Signed
2016-09-09
Discuss with paid preparer
Yes

Preparer

Firm
Batts Morrison Wales & Lee PA
Address
801 North Orange Avenue Suite 800, Orlando, FL 32801
Preparer
Michele M Wales
Phone
4077706000
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IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt062009
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt0353160
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt0353160
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0147658
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0147658
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt075615
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0493960
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0569575
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt0185121
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt0185121
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt038165
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt049901
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0166141
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt08542042
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0581678
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt09282795
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt012430140
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt012430140
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01260022
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0581678
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01919775
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0139292
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0139292
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt030873193
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt08224334
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt08224334
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt039097527
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly traded securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt08224334
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt03147345
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt02017573
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0155775959
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0152628614
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0153758386
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt07594375
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt07594375
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt07594375
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt07712860
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0118485
IRS990PF/DistributableAmountGrp/TotalTaxAmt0118485
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt095175
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0118485
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0118485
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0118485
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt040410
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt078075
IRS990PF/FMVAssetsEOYAmt0156184286
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0189000
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0180402
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0180402
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt010346056
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt09331176
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt09331176
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0109580880
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0110045835
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0110045835
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt02362000
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt02443000
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0311875
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0229261
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0229261
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt017642433
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt019173721
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt019173721
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt015825
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0-17100
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt014337
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt014337
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02028327
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02029952
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt02029952
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0155006439
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0156184286
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0156184286
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt02377825
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt02425900
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0155006439
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0156184286
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0152628614
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0153758386
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0152628614
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0153758386
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt014907868
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt015179602
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt015179602
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0156606297
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01714944
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0154662092
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02349094
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0229261
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt07712860
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0154257203
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0156606297
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt025.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt125.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt225.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt325.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt091138
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt181674
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt277799
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt368796
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt031006
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt132862
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt228005
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt325241
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0Jane M Estes
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1William C Keator
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm2Cheryl A Tupper
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm3Doreen Flippin
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0CFO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1VP for Programs (Edu
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt2VP for Programs (Rel
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt3VP for Administratio
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt0225 Water Street Suite 1510
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt1225 Water Street Suite 1510
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt2225 Water Street Suite 1510
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt3225 Water Street Suite 1510
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0Jacksonville
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm1Jacksonville
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm2Jacksonville
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm3Jacksonville
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd2FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd3FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd032202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd132202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd232202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd332202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0SunTrust Banks Inc
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1Legg Mason Inc
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0434394
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt159567
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0Investment Mgt
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1Investment Mgt
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0303 Peachtree Street 15th Floor
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt1100 International Drive
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0Atlanta
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1Baltimore
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0GA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd030308
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd121202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt925.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt103.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt9166005
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$156,184,286
Liabilities
$2,425,900
Net assets
$153,758,386
Revenue
$12,430,140
Expenses
$9,282,795
Net income
$3,147,345
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$193$4.28$189$8.22$9.11$0.89
2023Detailed filing. Detailed filing data is available for this year.$185$1.58$184$11.1$9.21$1.89
2022Detailed filing. Detailed filing data is available for this year.$175$3.42$171$10.8$10.8$0.01
2021Detailed filing. Detailed filing data is available for this year.$217$6.54$211$23.0$10.9$12.1
2020Detailed filing. Detailed filing data is available for this year.$197$5.19$192$16.0$14.0$1.97
2019Detailed filing. Detailed filing data is available for this year.$180$0.02$180$6.70$8.28$1.58
2018Detailed filing. Detailed filing data is available for this year.$158$0.78$157$5.74$9.49$3.75
2017Detailed filing. Detailed filing data is available for this year.$176$0.06$176$15.8$3.31$12.5
2016Detailed filing. Detailed filing data is available for this year.$153$0.02$153$1.76$4.24$2.48
2015Detailed filing. Detailed filing data is available for this year.$149$0.23$149$13.9$5.25$8.66
2014Detailed filing. Detailed filing data is available for this year.$156$2.43$154$12.4$9.28$3.15
2013Summary only. Only limited summary data is available for this year.$155$2.38$4.54$8.55$4.01
2012Summary only. Only limited summary data is available for this year.$139$1.40$12.7$7.50$5.20
2011Summary only. Only limited summary data is available for this year.$133$1.30$9.68$7.32$2.36