Civic Intelligence

Arthur Vining Davis Foundation #3

990PF • Fiscal year 2017 • EIN 59-6159693

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 03, 2018

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

7th percentile

0.00x

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

2017 filings • $100M-$250M nonprofits • Source year 2017

Liabilities / Revenue

8th percentile

0.00x

Higher debt load relative to revenue than 8% of similar nonprofits.

2017 filings • $100M-$250M nonprofits • Source year 2017

Net Margin

97th percentile

79%

Higher net margin than 97% of similar nonprofits.

2017 filings • $100M-$250M nonprofits • Source year 2017

Top Officer Pay

64th percentile

$485,402

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 3.1% of source-year revenue.

2017 filings • $100M-$250M nonprofits • Source year 2017

Asset Growth

81st percentile

15%

Faster asset growth than 81% of similar nonprofits.

2017 filings • $100M-$250M nonprofits • Annualized from 2016 to 2017

Revenue Growth

99th percentile

799%

Faster revenue growth than 99% of similar nonprofits.

2017 filings • $100M-$250M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$175,806,765

Up $22,313,036 (+15%) from 2016

Net Assets

Up

$175,747,404

Up $22,275,616 (+15%) from 2016

Liabilities

Up

$59,361

Up $37,420 (+171%) from 2016

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin97th percentile

Revenue

Up

$15,784,684

Up $14,029,069 (+799%) from 2016

Expenses

Down

$3,305,424

Down $931,649 (-22%) from 2016

Net Income

Up

$12,479,260

Up $14,960,718 (+603%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth81st 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

2017

Assets$175,806,765
Liabilities$59,361
Net Assets$175,747,404
Open 2017 Filing

Operations Trend

Revenue Growth99th 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

2017

Revenue$15,784,684
Expenses$3,305,424
Net Income$12,479,260
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 3, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SunTrust Banks IncCorporate Trustee/Investme-$485,402-$485,402
Dr Nancy CablePresidentPT$183,393$49,779$233,172
JH Dow DavisChairmanPT$0--
Caleb N DavisTrustee-$0--
Dr Christopher DavisTrustee (Term Ended 02/18)-$0--
Serena Davis HallTrustee-$0--
Dr William Given KeeTrustee-$0--
Alicia JaworskiTrustee-$0--
John L Kee IIITrustee-$0--
Amanda DavisTrustee-$0--
Eric DavisTrustee-$0--
Meg Davis MaidenTrustee (Term Began 05/18)-$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
CFO
Phone
9043590670
Signed
2018-10-03
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/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt015784684
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt024296
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt06074
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt030370
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt012764726
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0353284
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0315511
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0668795
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01248000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01248000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt02476558
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt02476558
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt012479260
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt080854884
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt026649
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0528749
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0528749
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt026649
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt05929
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt05929
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt012764726
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt015318031
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt065069
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt065069
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt0273912
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt0273912
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0153287
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt023679
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0176966
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt010446
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt014651
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt087705
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt038670
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0126375
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt0175526
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt0175526
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblAmt024307
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt024307
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt028534
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt051865
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0378162
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02541016
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0462448
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt03305424
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt015780479
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt015784684
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01293016
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0462448
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt02057424
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0101167
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0105364
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt068090158
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt012764726
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt012764726
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt080854884
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly traded securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt012764726
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt012479260
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt09796356
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0175747404
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0153471788
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0175747404
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt07827007
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt07822802
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt07827007
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt08129163
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt04205
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0306361
IRS990PF/DistributableAmountGrp/TotalTaxAmt0306361
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0247000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt059361
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0306361
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0306361
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0306361
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0306361
IRS990PF/FMVAssetsEOYAmt0175806765
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt069659
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt018006
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt018006
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt06515315
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt06730977
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt06730977
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0109943383
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0129397967
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0129397967
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt098321
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0102605
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0102605
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt025681878
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt027691038
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt027691038
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt021941
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt059361
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt07347
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt03150
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt03150
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01373631
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02055520
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt02055520
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0153493729
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0175806765
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0175806765
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt021941
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt059361
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0153493729
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0175806765
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0153471788
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0175747404
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0153471788
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0175747404
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt09804195
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt09807502
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt09807502
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0165059149
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01614248
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0163444901
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02475887
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt08129163
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0162583262
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0165059149
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt025.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt125.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt219.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt38.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt080291
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt174508
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt248898
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt324414
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt028042
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt129252
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt218768
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt335887
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0Adora Gross
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1Timothy Michel
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm2Ann Bryan
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm3Nance Spiak
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0VP for Administratio
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1Chief Financial Offi
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt2Special Projects Man
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt3Interim Chief Financ
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/CompensationAmt038670
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

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$175,806,765
Liabilities
$59,361
Net assets
$175,747,404
Revenue
$15,784,684
Expenses
$3,305,424
Net income
$12,479,260
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