Civic Intelligence

Howard & Ethel B Ross Tua 2

EIN 59-7109127 • 501(c)3 • Clearwater, FL

Profile

It is a "Supporting Organization"

PO Box 2918Clearwater, FL 33757

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

86th percentile

41%

Higher net margin than 86% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

52nd percentile

$64,497

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 16.1% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

50th percentile

3.5%

Faster asset growth than 50% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

83rd percentile

49%

Faster revenue growth than 83% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$4,626,200

Down $70,733 (-1.5%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$4,626,200

Down $70,733 (-1.5%) from 2022

Operations
Liabilities / Revenue20th percentileNet Margin86th percentile

Revenue

Down

$122,239

Down $295,283 (-71%) from 2022

Expenses

Down

$192,972

Down $5,301 (-2.7%) from 2022

Net Income

Down

-$70,733

Down $289,982 (-132%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth50th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2011: $3,385,710Liabilities 2011: $0Net Assets 2011: $3,385,7102011Assets 2012: $3,417,590Liabilities 2012: $0Net Assets 2012: $3,417,5902012Assets 2013: $4,159,107Liabilities 2013: $0Net Assets 2013: $4,159,1072013Assets 2014: $4,159,629Liabilities 2014: $0Net Assets 2014: $4,159,6292014Assets 2015: $4,191,077Liabilities 2015: $0Net Assets 2015: $4,191,0772015Assets 2016: $4,106,467Liabilities 2016: $0Net Assets 2016: $4,106,4672016Assets 2017: $4,303,253Liabilities 2017: $0Net Assets 2017: $4,303,2532017Assets 2018: $4,348,474Liabilities 2018: $0Net Assets 2018: $4,348,4742018Assets 2019: $4,345,967Liabilities 2019: $0Net Assets 2019: $4,345,9672019Assets 2020: $4,240,350Liabilities 2020: $0Net Assets 2020: $4,240,3502020Assets 2021: $4,477,684Liabilities 2021: $0Net Assets 2021: $4,477,6842021Assets 2022: $4,696,933Liabilities 2022: $0Net Assets 2022: $4,696,9332022Assets 2023: $4,626,200Liabilities 2023: $0Net Assets 2023: $4,626,2002023

Highlighted filing

2023

Assets$4,626,200
Liabilities$0
Net Assets$4,626,200
Open 2023 Filing

Operations Trend

Revenue Growth83rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $176,506Expenses 2011: $158,813Net Income 2011: $17,6932011Revenue 2012: $191,894Expenses 2012: $160,014Net Income 2012: $31,8802012Revenue 2013: $900,385Expenses 2013: $158,868Net Income 2013: $741,5172013Revenue 2014: $187,154Expenses 2014: $186,632Net Income 2014: $5222014Revenue 2015: $206,956Expenses 2015: $175,508Net Income 2015: $31,4482015Revenue 2016: $90,441Expenses 2016: $175,051Net Income 2016: -$84,6102016Revenue 2017: $367,156Expenses 2017: $170,370Net Income 2017: $196,7862017Revenue 2018: $236,568Expenses 2018: $191,347Net Income 2018: $45,2212018Revenue 2019: $189,863Expenses 2019: $192,370Net Income 2019: -$2,5072019Revenue 2020: $84,371Expenses 2020: $189,988Net Income 2020: -$105,6172020Revenue 2021: $429,904Expenses 2021: $192,570Net Income 2021: $237,3342021Revenue 2022: $417,522Expenses 2022: $198,273Net Income 2022: $219,2492022Revenue 2023: $122,239Expenses 2023: $192,972Net Income 2023: -$70,7332023

Highlighted filing

2023

Revenue$122,239
Expenses$192,972
Net Income-$70,733
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$4,626,200
Liabilities
$0
Net assets
$4,626,200
Revenue
$122,239
Expenses
$192,972
Net income
-$70,733
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$4.63$0.00$4.63$0.12$0.19$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.70$0.00$4.70$0.42$0.20$0.22
2021Summary only. Only limited summary data is available for this year.$4.48$0.00$4.48$0.43$0.19$0.24
2020Summary only. Only limited summary data is available for this year.$4.24$0.00$4.24$0.08$0.19$0.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.35$0.00$4.35$0.19$0.19$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.35$0.00$4.35$0.24$0.19$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.30$0.00$4.30$0.37$0.17$0.20
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.11$0.00$4.11$0.09$0.18$0.08
2015Detailed filing. Detailed filing data is available for this year.$4.19$0.00$4.19$0.21$0.18$0.03
2014Summary only. Only limited summary data is available for this year.$4.16$0.00$4.16$0.19$0.19$0.00
2013Detailed filing. Detailed filing data is available for this year.$4.16$0.00$4.16$0.90$0.16$0.74
2012Summary only. Only limited summary data is available for this year.$3.42$0.00$3.42$0.19$0.16$0.03
2011Summary only. Only limited summary data is available for this year.$3.39$0.00$3.39$0.18$0.16$0.02
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2016 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 20, 2017
Return Version
2016v3.0
Gross Receipts
$1,924,657
Mission and Program Overview

Mission

It is a "Supporting Organization"

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$4,191,077$4,106,467▼ $84,610
Investments in Publicly Traded Securities$3,970,129$3,831,373▼ $138,756
Savings and Temporary Cash Investments$220,947$275,094▲ $54,147
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$4,191,077$4,106,467▼ $84,610
Other Assets Total$1$0▼ $1
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,191,077$4,106,467▼ $84,610
Total Liabilities and Net Assets / Fund Balance$4,191,077$4,106,467▼ $84,610
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleBaseTotal
Regions Bank Trust DepartmentCo-Trustee$43,168$43,168
Harry B JamiesonCo-Trustee$43,167$43,167

Highest Paid Contractors

ContractorServicesLocationCompensation
None---
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$90,441
Other Revenue
$0
Change in Net Assets
$-84,610
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$86,335
Grants and Similar Amounts Paid$66,805
Other Expenses$21,911
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$43,168$43,167-$86,335
Grants to Domestic Orgs$66,805--$66,805
Fees for Service Investment Mgmnt Fees$6,567$6,567-$13,134
Travel$1,573$1,572-$3,145
Fees for Services Accounting$1,250$1,250-$2,500
Other Expenses$310$309-$619
Total Functional Expenses$120,930$54,121$0$175,051
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Julliard SchoolNew York City, NY-To Provide Scollarship Aid to Students of the Piano$66,805
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“Form 990 is Prepared by one of the Organization's Trustees, and Reviewed and Signed by the Account Administrator of the Organization's Other Trustee prior to filing.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“All Financial Actions of the Trust are audited periodically by Regions Bank Internal & Independent Auditors, as well as by representatives of the Office of the Comptroller of the Currency”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“All of the Organization's Governing, Financial and Tax Related Documents are available for Inspection, During Normal Business Hours, at the Clearwater, Florida, (Countryside Branch) Offices of the Trust Department of the Organization's Corporate Trustee, Regions Bank Trust Department.”

Filing and Contact Details

Filer

Filer Name
Howard & Ethel B Ross TUA 2
EIN
59-7109127
Phone
7277998410
Address
PO Box 2918, Clearwater, FL 33757

Signing Officer

Name
Rita Peterman
Title
Trust Officer
Signed
2017-04-20
Discuss with paid preparer
Yes

Organization Details

Formed
1998
Legal Domicile
Fl
Voting Board Members
2
Independent Board Members
0
Employees
0

Preparer

Firm
Davidson Jamieson & Cristini PL
Address
1956 Bayshore Blvd, Dunedin, FL 34698
Preparer
Harry B Jamieson
Phone
7277345437
Raw XML Appendix357 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0It is a "Supporting Organization"
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Regions Bank Trust Department
IRS990/BooksInCareOfDetail/PhoneNum07277998410
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 2918
IRS990/BooksInCareOfDetail/USAddress/CityNm0Clearwater
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0337572918
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt04191077
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt04106467
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt043167
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt043168
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt086335
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0None
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt066805
IRS990/CYInvestmentIncomeAmt090441
IRS990/CYOtherExpensesAmt021911
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-84610
IRS990/CYSalariesCompEmpBnftPaidAmt086335
IRS990/CYTotalExpensesAmt0175051
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt090441
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0All Net "Ordinary Income" generated by the Organization's Endowment Fund Assets is distributed to the Julliard School, New York City, NY, for use by that organization to provide Scholarships to worthy and needy students of the Piano and Composition for the Piano.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt0120930
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01250
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt01250
IRS990/FeesForServicesAccountingGrp/TotalAmt02500
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt06567
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt06567
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt013134
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/PersonNm0Harry B Jamieson
IRS990/Form990PartVIISectionAGrp/PersonNm1Regions Bank Trust Department
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt043167
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt143168
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/TitleTxt0Co-Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Co-Trustee
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01998
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0-25232
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantAmt066805
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt066805
IRS990/GrantsToDomesticOrgsGrp/TotalAmt066805
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01808984
IRS990/GrossReceiptsAmt01924657
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0115673
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0115673
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03970129
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03831373
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0FL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01834216
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0It is a "Supporting Organization"
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt04191077
IRS990/NetAssetsOrFundBalancesEOYAmt04106467
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-25232
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-25232
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt01
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Foreign Tax Withholding
IRS990/OtherExpensesGrp/Desc1Miscelleneous Admin Expense
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01256
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1309
IRS990/OtherExpensesGrp/ProgramServicesAmt01257
IRS990/OtherExpensesGrp/ProgramServicesAmt1310
IRS990/OtherExpensesGrp/TotalAmt02513
IRS990/OtherExpensesGrp/TotalAmt1619
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0Regions Bank Trust Department
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt061069
IRS990/PYInvestmentIncomeAmt0206956
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt027603
IRS990/PYRevenuesLessExpensesAmt031448
IRS990/PYSalariesCompEmpBnftPaidAmt086836
IRS990/PYTotalExpensesAmt0175508
IRS990/PYTotalRevenueAmt0206956
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-84610
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0220947
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0275094
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Julliard School
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IRS990ScheduleI/RecipientTable/CashGrantAmt066805
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0To Provide Scollarship Aid to Students of the Piano
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0The Julliard School
IRS990ScheduleI/RecipientTable/RecipientEIN0131624067
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt060 Kennedy Center Plaza
IRS990ScheduleI/RecipientTable/USAddress/CityNm0New York City
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NY
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd001123
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Regular Correspondence and Site Visits to meet Scholarship Recipients and Review their Progress.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used
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IRS990ScheduleI/TotalOtherOrgCnt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990 is Prepared by one of the Organization's Trustees, and Reviewed and Signed by the Account Administrator of the Organization's Other Trustee prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1All Financial Actions of the Trust are audited periodically by Regions Bank Internal & Independent Auditors, as well as by representatives of the Office of the Comptroller of the Currency
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2All of the Organization's Governing, Financial and Tax Related Documents are available for Inspection, During Normal Business Hours, at the Clearwater, Florida, (Countryside Branch) Offices of the Trust Department of the Organization's Corporate Trustee, Regions Bank Trust Department.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0120930
IRS990/TotalFunctionalExpensesGrp/TotalAmt0175051
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IRS990/TotalProgramServiceExpensesAmt0120930
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt086335
IRS990/TotalRevenueGrp/ExclusionAmt0115673
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-25232
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt090441
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04191077
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04106467
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/ManagementAndGeneralAmt01572
IRS990/TravelGrp/ProgramServicesAmt01573
IRS990/TravelGrp/TotalAmt03145
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO Box 2918
IRS990/USAddress/CityNm0Clearwater
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd0337572918
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Rita Peterman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trust Officer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Howard & Ethel B Ross TUA 2
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt030-9748-00-2
ReturnHeader/Filer/BusinessNameControlTxt0HOWA
ReturnHeader/Filer/EIN0597109127
ReturnHeader/Filer/PhoneNum07277998410
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 2918
ReturnHeader/Filer/USAddress/CityNm0Clearwater
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033757
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Davidson Jamieson & Cristini PL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01956 Bayshore Blvd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Dunedin
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034698
ReturnHeader/PreparerPersonGrp/PhoneNum07277345437
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Harry B Jamieson
ReturnHeader/ReturnTs02017-04-20T05:13:55-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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