Liabilities / Assets
31st percentile
Tied with the lowest-debt nonprofits in its peer group.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
31st percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
29th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
94th percentile
Higher net margin than 94% of similar nonprofits.
Top Officer Pay
52nd percentile
Higher top officer pay than 52% of similar nonprofits.
Top officer pay equals 10.2% of source-year revenue.
Asset Growth
66th percentile
Faster asset growth than 66% of similar nonprofits.
Revenue Growth
14th percentile
Faster revenue growth than 14% of similar nonprofits.
Assets
Up$2,523,160
Up $137,730 (+5.8%) from 2021
Net Assets
Up$2,523,160
Up $137,730 (+5.8%) from 2021
Liabilities
Flat$0
Flat from 2021
Revenue
Down$176,351
Down $152,183 (-46%) from 2021
Expenses
Down$28,543
Down $98,705 (-78%) from 2021
Net Income
Down$147,808
Down $53,478 (-27%) from 2021
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| RAYMOND JAMES TRUST N A | Trustee | - | $17,943 | - | $17,943 |
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| AccountingFeesSchedule/AccountingFeesDetail/Amt | 0 | 1000 |
| AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt | 0 | TAX PREPARATION FEE (NON-ALLOC |
| AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt | 0 | 1000 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 0 | TARGET CORPORATION NOTES 4% |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 1 | ESCROW LEHMAN BROTHERS 3.95% |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 2 | 525ESC6J3 LEHMAN BROS HLDGS |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 0 | 11938 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 0 | 199180 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 1 | 216276 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 2 | 586564 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 3 | 282053 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 4 | 50030 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 5 | 167580 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 6 | 409925 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 7 | 23241 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 8 | 24674 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 9 | 453886 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 0 | 189174 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 1 | 170119 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 2 | 564637 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 3 | 166451 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 4 | 66319 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 5 | 133845 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 6 | 326168 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 7 | 18695 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 8 | 23257 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 9 | 515352 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 0 | BLACKROCK EQUITY DIVIDEND FUND |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 1 | IVY ASSET STRATEGY FUND CL A |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 2 | PIMCO ALL ASSET ALL AUTHORITY |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 3 | RUSSELL LIFEPOINTS CONSERVATIV |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 4 | FIRST EAGLE SOGEN GLOBAL FUND |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 5 | MARKETFIELD FD CL I N/L |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 6 | RUSSELL LIFEPOINTS CONSV STRAT |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 7 | IVY ASSET STRATEGY FUND CLASS |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 8 | RUSSELL LIFEPOINTS MODERATE ST |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 9 | MF FUND CLASS I |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 10 | 782493506 FIXED INCOME II FUND |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 11 | 782478200 RUSSELL INVT CO |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 12 | 09251M504 BLACKROCK EQUITY DIV |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 13 | 72201M438 PIMCO FDS |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 14 | 89156Y308 CROMWELL MARKETFIELD |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 15 | 92647K549 VICTORY PORTFOLIOS |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 16 | 466001864 IVY FDS INC |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 17 | 782478101 RUSSELL INVT CO |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 18 | 09260B556 BLACKROCK FDS V |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 19 | 32008F606 FIRST EAGLE FDS |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 0 | BLACKROCK INFLATION PROTECTED |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 1 | RUSSELL SHORT DURATION BOND FU |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 2 | VICTORY FLOATING RATE FUND CLA |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 3 | ESCROW LEHMAN BROTHERS 3.95% 1 |
| IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt | 0 | 57121 |
| IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd | 0 | 14 |
| IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt | 0 | 119230 |
| IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd | 0 | 18 |
| IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt | 0 | 176351 |
| IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt | 0 | 176351 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt | 0 | 1000 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt | 0 | 1000 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt | 0 | 119230 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt | 0 | 4486 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt | 0 | 13457 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt | 0 | 17943 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt | 0 | 5000 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt | 0 | 5000 |
| IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt | 0 | 56368 |
| IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt | 0 | 57121 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt | 0 | 147808 |
| IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt | 0 | 119230 |
| IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt | 0 | 119230 |
| IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt | 0 | 162060 |
| IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt | 0 | 81 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt | 0 | 4600 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt | 0 | 10486 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt | 0 | 13538 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt | 0 | 28543 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt | 0 | 175598 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt | 0 | 176351 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt | 0 | 5486 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt | 0 | 13538 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt | 0 | 23543 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt | 0 | 0 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 0 | 119230 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 0 | P |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 0 | CAPITAL GAIN DIVIDENDS |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt | 0 | 119230 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt | 0 | 147808 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt | 0 | 10909 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt | 0 | 831 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt | 0 | 2534069 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt | 0 | 2385430 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt | 0 | 2523160 |
| IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt | 0 | 0 |
| IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt | 0 | 118498 |
| IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt | 0 | 118498 |
| IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt | 0 | 118498 |
| IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt | 0 | 120751 |
| IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt | 0 | 0 |
| IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt | 0 | 2253 |
| IRS990PF/DistributableAmountGrp/TotalTaxAmt | 0 | 2253 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt | 0 | 351 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt | 0 | 2604 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt | 0 | 2253 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt | 0 | 351 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt | 0 | 2253 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt | 0 | 2253 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt | 0 | 2604 |
| IRS990PF/FMVAssetsEOYAmt | 0 | 2295706 |
| IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt | 0 | 0 |
| IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt | 0 | 0 |
| IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt | 0 | 2385430 |
| IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt | 0 | 2523160 |
| IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt | 0 | 11938 |
| IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt | 0 | 1895421 |
| IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt | 0 | 2413409 |
| IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt | 0 | 2174017 |
| IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind | 0 | X |
| IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt | 0 | 391408 |
| IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt | 0 | 0 |
| IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt | 0 | 0 |
| IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt | 0 | 98601 |
| IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt | 0 | 109751 |
| IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt | 0 | 109751 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt | 0 | 2385430 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt | 0 | 2523160 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt | 0 | 2295706 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt | 0 | 0 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt | 0 | 2385430 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt | 0 | 2523160 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt | 0 | 2385430 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt | 0 | 2523160 |
| IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt | 0 | 0 |
| IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt | 0 | 2451804 |
| IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt | 0 | 99808 |
| IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt | 0 | 2351996 |
| IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt | 0 | 36777 |
| IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt | 0 | 0 |
| IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt | 0 | 120751 |
| IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt | 0 | 2415027 |
| IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt | 0 | 0 |
| IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt | 0 | 2451804 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt | 0 | NONE |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt | 0 | NONE |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt | 0 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt | 0 | 17943 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm | 0 | RAYMOND JAMES TRUST N A |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt | 0 | TRUSTEE |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt | 0 | P O BOX 23559 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm | 0 | ST PETERSBURG |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd | 0 | FL |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd | 0 | 33742 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt | 0 | 0 |
| IRS990PF/Organization501c3ExemptPFInd | 0 | X |
| IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt | 0 | 0 |
| IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt | 0 | 10486 |
| IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt | 0 | 0 |
| IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt | 0 | 10486 |
| IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt | 0 | 0 |
| IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd | 0 | true |
| IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd | 0 | true |
| IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd | 0 | true |
| IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd | 0 | true |
| IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt | 0 | 880 CARILLON PKWY |
| IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm | 0 | ST PETERSBURG |
| IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd | 0 | FL |
| IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd | 0 | 33716 |
| IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd | 0 | KY |
| IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt | 0 | RAYMOND JAMES TRUST NA |
| IRS990PF/StatementsRegardingActyGrp/PhoneNum | 0 | 7275672300 |
| IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd | 0 | true |
| IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd | 0 | false |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 0 | 5000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt | 0 | GENERAL SUPPORT |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt | 0 | INTO THE AWKWARD |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt | 0 | PC |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt | 0 | NONE |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt | 0 | 2131 N COLLINS ST STE 433 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm | 0 | ARLINGTON |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd | 0 | TX |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd | 0 | 76011 |
| IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd | 0 | X |
| IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt | 0 | 5000 |
| IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd | 0 | false |
| IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd | 0 | false |
| IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd | 0 | false |
| IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd | 0 | false |
| IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd | 0 | false |
| IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd | 0 | false |
| IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd | 0 | false |
| IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd | 0 | false |
| IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd | 0 | false |
| IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd | 0 | false |
| IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt | 0 | 10486 |
| IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt | 0 | 0 |
| IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt | 0 | 0 |
| IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt | 0 | 0 |
| IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt | 0 | 118498 |
| IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt | 0 | 108012 |
| IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt | 0 | 0 |
| IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt | 0 | 4652 |
| IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt | 0 | 147333 |
| IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt | 0 | 0 |
| IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt | 0 | 0 |
| IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt | 0 | 108012 |
| IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt | 0 | 0 |
| IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt | 0 | 43973 |
| IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt | 0 | 0 |
| IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt | 0 | 0 |
| IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt | 0 | 4652 |
| IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt | 0 | 39321 |
| IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt | 0 | 0 |
| IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt | 0 | 0 |
| IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt | 0 | 0 |
| IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt | 0 | 10486 |
| IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt | 0 | 0 |
| IRS990PF/UndistributedIncomeGrp/Taxable1Amt | 0 | 0 |
| IRS990PF/UndistributedIncomeGrp/Taxable2Amt | 0 | 0 |
| IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt | 0 | 43973 |
| IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt | 0 | 151985 |
| IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt | 0 | 0 |
| IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt | 0 | 0 |
| IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt | 0 | 0 |
| IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt | 0 | 0 |
| OtherDecreasesSchedule/OtherDecreasesDetail/Amt | 0 | 1443 |
| OtherDecreasesSchedule/OtherDecreasesDetail/Amt | 1 | 9466 |
| OtherDecreasesSchedule/OtherDecreasesDetail/Desc | 0 | MUTUAL FUND SUBTRACTION |
| OtherDecreasesSchedule/OtherDecreasesDetail/Desc | 1 | FIDELITY DEPOSIT |
| OtherIncreasesSchedule/OtherIncreasesDetail/Amt | 0 | 24 |
| OtherIncreasesSchedule/OtherIncreasesDetail/Amt | 1 | 804 |
| OtherIncreasesSchedule/OtherIncreasesDetail/Amt | 2 | 3 |
| OtherIncreasesSchedule/OtherIncreasesDetail/Desc | 0 | PARTNERSHIP CASH RECEIVED |
| OtherIncreasesSchedule/OtherIncreasesDetail/Desc | 1 | MUTUAL FUND ADDITION |
| OtherIncreasesSchedule/OtherIncreasesDetail/Desc | 2 | ROUNDING |
| TaxesSchedule/TaxesDetail/Amt | 0 | 42 |
| TaxesSchedule/TaxesDetail/Amt | 1 | 1915 |
| TaxesSchedule/TaxesDetail/Amt | 2 | 2604 |
| TaxesSchedule/TaxesDetail/Amt | 3 | 39 |
| TaxesSchedule/TaxesDetail/CategoryTxt | 0 | FOREIGN TAXES |
| TaxesSchedule/TaxesDetail/CategoryTxt | 1 | FEDERAL TAX PAYMENT - PRIOR YE |
| TaxesSchedule/TaxesDetail/CategoryTxt | 2 | FEDERAL ESTIMATES - PRINCIPAL |
| TaxesSchedule/TaxesDetail/CategoryTxt | 3 | FOREIGN TAXES ON NONQUALIFIED |
| TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt | 0 | 0 |
| TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt | 1 | 0 |
| TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt | 2 | 0 |
| TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt | 3 | 0 |
| TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt | 0 | 42 |
| TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt | 1 | 0 |
| TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt | 2 | 0 |
| TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt | 3 | 39 |
| ReturnHeader/BuildTS | 0 | 2023-04-26 12:10:37Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | JOE WEAVER |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TRUSTEE |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 7275672300 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2023-05-05 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | RICHARD BARKER CHARITABLE FOUNDATION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | RICH |
| ReturnHeader/Filer/EIN | 0 | 616239545 |
| ReturnHeader/Filer/PhoneNum | 0 | 7275672300 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | P O BOX 23559 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | ST PETERSBURG |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | FL |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 33742 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | false |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | PRICEWATERHOUSECOOPERS LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 301 GRANT ST 45TH FLOOR |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | PITTSBURGH |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | PA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 15219 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 4123556000 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2023-05-05 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | LAURA STROBEL |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2023-05-10T10:30:36-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990PF |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2022-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2022-12-31 |
| ReturnHeader/TaxYr | 0 | 2022 |
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Displayed year
2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.