Civic Intelligence

Carl & Lilly Thrift Charitable Trust

990PF • Fiscal year 2017 • EIN 76-6204243

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 30, 2018

Organization Profile
P O Box 23559St Petersburg, FL 33742

(804) 344-4548

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

10th percentile

-43%

Higher net margin than 10% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

64th percentile

$18,686

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 27.7% of source-year revenue.

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

20th percentile

-5.8%

Faster asset growth than 20% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2015 to 2017

Revenue Growth

19th percentile

-13%

Faster revenue growth than 19% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$784,024

Down $99,940 (-11%) from 2015

Net Assets

$784,024

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin10th percentile

Revenue

Down

$67,499

Down $21,492 (-24%) from 2015

Expenses

Up

$96,542

Up $75,735 (+364%) from 2015

Net Income

Down

-$29,043

Down $97,227 (-143%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$1.0M$500K$0Assets 2011: $975,744Liabilities 2011: $49,5452011Assets 2012: $940,515Liabilities 2012: $50,4702012Assets 2013: $909,338Liabilities 2013: $55,0102013Assets 2014: $868,624Liabilities 2014: $54,6552014Assets 2015: $883,964Liabilities 2015: $02015Assets 2017: $784,024Liabilities 2017: $0Net Assets 2017: $784,0242017Assets 2018: $751,886Liabilities 2018: $0Net Assets 2018: $751,8862018Assets 2019: $808,320Liabilities 2019: $0Net Assets 2019: $808,3202019Assets 2020: $751,992Liabilities 2020: $0Net Assets 2020: $751,9922020Assets 2021: $810,103Liabilities 2021: $0Net Assets 2021: $810,1032021Assets 2022: $724,892Liabilities 2022: $0Net Assets 2022: $724,8922022Assets 2023: $684,156Liabilities 2023: $0Net Assets 2023: $684,1562023Assets 2024: $689,181Liabilities 2024: $0Net Assets 2024: $689,1812024

Highlighted filing

2017

Assets$784,024
Liabilities$0
Net Assets$784,024
Open 2017 Filing

Operations Trend

Revenue Growth19th percentile

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

$200K$100K$0-$100KRevenue 2011: $158,925Expenses 2011: $69,957Net Income 2011: $88,9682011Revenue 2012: $27,935Expenses 2012: $70,820Net Income 2012: -$42,8852012Revenue 2013: $35,979Expenses 2013: $75,084Net Income 2013: -$39,1052013Revenue 2014: $32,858Expenses 2014: $75,568Net Income 2014: -$42,7102014Revenue 2015: $88,991Expenses 2015: $20,807Net Income 2015: $68,1842015Revenue 2017: $67,499Expenses 2017: $96,542Net Income 2017: -$29,0432017Revenue 2018: $52,280Expenses 2018: $90,572Net Income 2018: -$38,2922018Revenue 2019: $143,008Expenses 2019: $87,253Net Income 2019: $55,7552019Revenue 2020: $40,996Expenses 2020: $98,286Net Income 2020: -$57,2902020Revenue 2021: $149,185Expenses 2021: $93,746Net Income 2021: $55,4392021Revenue 2022: $13,552Expenses 2022: $100,399Net Income 2022: -$86,8472022Revenue 2023: $41,776Expenses 2023: $83,841Net Income 2023: -$42,0652023Revenue 2024: $101,401Expenses 2024: $96,096Net Income 2024: $5,3052024

Highlighted filing

2017

Revenue$67,499
Expenses$96,542
Net Income-$29,043
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 30, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RAYMOND JAMES TRUST N ATrustee-$18,686-$18,686
Filing and Contact Details

Filer

Filer Name
Carl & Lilly Thrift Charitable Trust
EIN
76-6204243
Address
P O BOX 23559, ST PETERSBURG, FL 33742

Signing Officer

Name
Joe Weaver
Title
Trustee
Signed
2018-04-30
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
2100 EAST CARY STREET SUITE 201, RICHMOND, VA 23223
Preparer
Joseph B Hull
Phone
8043444548
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt019
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt111
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt253
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3269
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt423746
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt53622
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt65701
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt712800
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt84488
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt94525
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1013751
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1126248
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0.333 HILTON WORLDWIDE HLDGS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1.4031 PARK HOTELS RESORTS INC REIT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2.75 NATIONAL GRID PLC SPONSORED ADR NE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc38. ADVANSIX INCORPORATED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4100. BOEING CO INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5100. HILTON GRAND VACATIONS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6216. PARK HOTELS RESORTS INC REIT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7550. BANK OF AMERICA CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc830. HOME DEPOT INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc950. JP MORGAN CHASE & CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10265. QUALCOMM INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11140. RAYTHEON COMPANY COM NEW
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-01-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-03-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-08-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-08-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52017-08-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62017-08-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72017-08-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82017-08-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92017-08-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102017-08-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112017-10-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt038498
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-29043
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0503
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0123
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0784527
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0813447
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0784024
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt052437
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt052437
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt052437
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt052946
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0509
IRS990PF/DistributableAmountGrp/TotalTaxAmt0509
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0509
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0509
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0509
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0509
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt01119788
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0813447
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0784024
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0800650
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0767360
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01103124
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt012797
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt016664
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt016664
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0813447
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0784024
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01119788
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0813447
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0784024
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0813447
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0784024
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01075036
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt015141
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01059895
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt016126
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt052946
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01058910
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01075036
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt018686
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0RAYMOND JAMES TRUST N A
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0P O BOX 23559
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0ST PETERSBURG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd033742
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt047260
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt047769
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt080009
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt08216
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.044631
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.080823
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.008438
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0509
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01058910
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0989925
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0973690
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt081910
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.089261
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt081401
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt081910
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0509
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt081910
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0P O BOX 23559
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ST PETERSBURG
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd033742
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0RAYMOND JAMES TRUST N A
IRS990PF/StatementsRegardingActyGrp/PhoneNum09548281298
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt014269
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt114269
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt214269
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt314269
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt414269
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNRESTRICTED GRANT

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Filings

Displayed year

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

Open filing
Assets
$784,024
Liabilities
$0
Net assets
$784,024
Revenue
$67,499
Expenses
$96,542
Net income
-$29,043
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.89$0.00$6.89$1.01$0.96$0.05
2023Detailed filing. Detailed filing data is available for this year.$6.84$0.00$6.84$0.42$0.84$0.42
2022Detailed filing. Detailed filing data is available for this year.$7.25$0.00$7.25$0.14$1.00$0.87
2021Detailed filing. Detailed filing data is available for this year.$8.10$0.00$8.10$1.49$0.94$0.55
2020Detailed filing. Detailed filing data is available for this year.$7.52$0.00$7.52$0.41$0.98$0.57
2019Detailed filing. Detailed filing data is available for this year.$8.08$0.00$8.08$1.43$0.87$0.56
2018Detailed filing. Detailed filing data is available for this year.$7.52$0.00$7.52$0.52$0.91$0.38
2017Detailed filing. Detailed filing data is available for this year.$7.84$0.00$7.84$0.67$0.97$0.29
2015Summary only. Only limited summary data is available for this year.$8.84$0.00$0.89$0.21$0.68
2014Summary only. Only limited summary data is available for this year.$8.69$0.55$0.33$0.76$0.43
2013Summary only. Only limited summary data is available for this year.$9.09$0.55$0.36$0.75$0.39
2012Summary only. Only limited summary data is available for this year.$9.41$0.50$0.28$0.71$0.43
2011Summary only. Only limited summary data is available for this year.$9.76$0.50$1.59$0.70$0.89