Civic Intelligence

Arthur Vining Davis Foundation #3

990PF • Fiscal year 2015 • EIN 59-6159693

Jan 01, 2015 to Dec 31, 2015 • Filed on Oct 31, 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

11th percentile

0.00x

Higher debt load relative to assets than 11% of similar nonprofits.

2015 filings • $100M-$250M nonprofits • Source year 2015

Liabilities / Revenue

12th percentile

0.02x

Higher debt load relative to revenue than 12% of similar nonprofits.

2015 filings • $100M-$250M nonprofits • Source year 2015

Net Margin

94th percentile

62%

Higher net margin than 94% of similar nonprofits.

2015 filings • $100M-$250M nonprofits • Source year 2015

Top Officer Pay

61st percentile

$453,297

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

2015 filings • $100M-$250M nonprofits • Source year 2015

Asset Growth

16th percentile

-4.4%

Faster asset growth than 16% of similar nonprofits.

2015 filings • $100M-$250M nonprofits • Annualized from 2014 to 2015

Revenue Growth

75th percentile

12%

Faster revenue growth than 75% of similar nonprofits.

2015 filings • $100M-$250M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets11th percentile

Assets

Down

$149,285,262

Down $6,899,024 (-4.4%) from 2014

Net Assets

Down

$149,050,842

Down $4,707,544 (-3.1%) from 2014

Liabilities

Down

$234,420

Down $2,191,480 (-90%) from 2014

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin94th percentile

Revenue

Up

$13,907,910

Up $1,477,770 (+12%) from 2014

Expenses

Down

$5,245,145

Down $4,037,650 (-43%) from 2014

Net Income

Up

$8,662,765

Up $5,515,420 (+175%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth16th 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

2015

Assets$149,285,262
Liabilities$234,420
Net Assets$149,050,842
Open 2015 Filing

Operations Trend

Revenue Growth75th 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

2015

Revenue$13,907,910
Expenses$5,245,145
Net Income$8,662,765
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Oct 31, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SunTrust Banks IncCorporate Trustee/Investment Manager-$453,297-$453,297
Dr Nancy CablePresidentPT$173,565$44,842$218,407
JH Dow DavisChairmanPT$0--
Caleb N DavisTrustee-$0--
Dr Christopher DavisTrustee-$0--
Haley T DavisTrustee-$0--
Tamara DavisTrustee-$0--
Serena Davis HallTrustee-$0--
Dorothy Davis KeeTrustee-$0--
Dr William Given KeeTrustee-$0--
Dr Jonathan T HoweTrustee-$0--
Alicia JaworskiTrustee-$0--
Maynard K DavisTrustee-$0--
Hilary RosenthalTrustee (Term Ended 02/15)-$0--
Jonathan P DavisTrustee (Term Ended 02/15)-$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
2016-10-31
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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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0Form 990-PF, Part VIII, Line 1, Column b - Corporate Trustee Avrg Hrs/Wk
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0As Corporate Trustee, SunTrust Banks, Inc. provides administrative services such as acting as investment manager for the Foundation. These services require numerous individual bank employees' involvement in the activities of the Foundation and thus cannot be quantified on an hourly basis. Therefore, the Trustee's fees are not based upon an hourly basis but are calculated based upon factors such as the market value of the account and in accordance with the Trustee's agreement with the Foundation.
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt028012
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt011024428
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0332219
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0294643
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0626862
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt05477878
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt03034878
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt02205434
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt02205434
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt08662765
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0102970634
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt015505
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0610448
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0610448
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt015505
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0135124
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0135124
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt011024428
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt013503449
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt066922
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt066922
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt0362227
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt0321868
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0160627
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0160627
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt067600
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt067600
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt087797
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt049880
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0137677
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt0145756
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt0145756
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt031062
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt038831
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0434413
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt06971484
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0404461
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt05245145
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt013907910
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt013907910
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01493606
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0404461
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt02210267
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0149462
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0137501
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt091946206
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt011024428
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt011024428
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0102970634
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly traded securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt011024428
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt08662765
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt013370309
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0162421151
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0153758386
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0149050842
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt07307495
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt07307495
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt07307495
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt07577564
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0270069
IRS990PF/DistributableAmountGrp/TotalTaxAmt0270069
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt01781
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0206100
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0270069
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0270069
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0270069
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt065750
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0206100
IRS990PF/FMVAssetsEOYAmt0149285262
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt061779
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt061779
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt09331176
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt06948063
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt06948063
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0110045835
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0104888826
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0104888826
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt02443000
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0229261
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0128392
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0128392
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt019173721
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt025182795
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt025182795
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0-17100
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0234420
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt014337
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt052320
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt052320
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02210354
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01449243
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01449243
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0156184286
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0149285262
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0149285262
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt02425900
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0234420
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0156184286
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0149285262
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0153758386
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0149050842
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0153758386
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0149050842
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt015179602
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt010573844
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt010573844
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0153859171
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01980853
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0151878318
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02307888
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt07577564
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0151551283
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0153859171
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt025.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt125.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt225.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt316.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt080755
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt176051
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt246306
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt356032
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt026987
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt125195
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt216796
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0Cheryl A Tupper
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1Doreen Flippin
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm2Tom Torretta
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm3Nance Spiak
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0VP for Programs (Rel
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1VP for Administratio
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt2Chief Information Of
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt3CFO
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/BusinessNameLine1Txt0Legg Mason Inc
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt049880
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0Investment Mgt
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0100 International Drive
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0Baltimore
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd021202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt101.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt110.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt120.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1325.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt143.00

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$149,285,262
Liabilities
$234,420
Net assets
$149,050,842
Revenue
$13,907,910
Expenses
$5,245,145
Net income
$8,662,765
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