FRIENDS OF RAYMOND JAMES INC: Form 990EZ, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- FRIENDS OF RAYMOND JAMES INC (EIN 05-0540150)
- Tax period
- 2009-10-01 to 2010-09-30
- Filed
- 2011-01-04
- IRS object ID
- 201120129349200957
- Schema version
- 2009v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-01-04T11:39:42-07:00 | Timestamp |
| Tax Period End Date | 2010-09-30 | TaxPeriodEndDate |
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2009-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 050540150 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIENDS OF RAYMOND JAMES INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FRIE | NameControl |
| Phone | 7275674046 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Dept 12G00 | AddressLine1 |
| Address Line2 | 880 Carillon Parkway | AddressLine2 |
| City | St Petersburg | City |
| State | FL | State |
| ZIP Code | 33716 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Elizabeth Eriksen | Name |
| Title | Treasurer | Title |
| Phone | 7275674046 | Phone |
| Date Signed | 2011-01-03 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Schedule B Not Required | X | ScheduleBNotRequired |
| Organization501c | X | Organization501c |
| Gross Receipts | 85321 | GrossReceipts |
| Contributions Gifts Grants Etc | 42203 | ContributionsGiftsGrantsEtc |
| Program Service Revenue | 0 | ProgramServiceRevenue |
| Membership Dues | 0 | MembershipDues |
| Investment Income | 0 | InvestmentIncome |
| Gross Amount From Sale Of Assets | 0 | GrossAmountFromSaleOfAssets |
| Cost Other Basis And Sales Expenses | 0 | CostOtherBasisAndSalesExpenses |
| Gain Or Loss From Sale Of Assets | 0 | GainOrLossFromSaleOfAssets |
| Special Events Gross Revenue | 43118 | SpecialEventsGrossRevenue |
| Special Events Direct Expenses | 33215 | SpecialEventsDirectExpenses |
| Special Events Net Income Loss | 9903 | SpecialEventsNetIncomeLoss |
| Gross Sales Of Inventory | 0 | GrossSalesOfInventory |
| Cost Of Goods Sold | 0 | CostOfGoodsSold |
| Gro Profit Loss Sales Of Inventory | 0 | GroProfitLossSalesOfInventory |
| Other Revenue Total | 0 | OtherRevenueTotal |
| Total Revenue | 52106 | TotalRevenue |
| Grants And Similar Amounts Paid | 36479 | GrantsAndSimilarAmountsPaid |
| Benefits Paid To Or For Members | 0 | BenefitsPaidToOrForMembers |
| Salaries Other Comp Empl Benefits | 0 | SalariesOtherCompEmplBenefits |
| Fees And Oth Pymt To Ind Contractors | 1190 | FeesAndOthPymtToIndContractors |
| Occupancy Rent Utilities And Maint | 647 | OccupancyRentUtilitiesAndMaint |
| Printing Publications Postage | 1408 | PrintingPublicationsPostage |
| Other Expenses Total | 0 | OtherExpensesTotal |
| Total Expenses | 39724 | TotalExpenses |
| Excess Or Deficit For Year | 12382 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 36130 | NetAssetsOrFundBalancesBOY |
| Other Changes In Net Assets | 110 | OtherChangesInNetAssets |
| Net Assets Or Fund Balances EOY | 48622 | NetAssetsOrFundBalancesEOY |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34983 | BOY |
| EOY | 47475 | EOY |
Land And Buildings LandAndBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1147 | BOY |
| EOY | 1147 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36130 | BOY |
| EOY | 48622 | EOY |
Sum Of Total Liabilities SumOfTotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36130 | BOY |
| EOY | 48622 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | Providing financial assistance to Raymond James employees who experience a tragedy or disaster. | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Service Accom | Temporary Financial Aid Programs: During the 2009 fiscal year, $36478.64 was provided to individuals providing proof of a temporary financial need due to tragedy or disaster. There were 24 disbursements to 21 recipients ranging in dollar value from $500 to $4800. | DescriptionProgramServiceAccom |
| Grants And Allocations | 0 | GrantsAndAllocations |
| Program Service Expenses | 0 | ProgramServiceExpenses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 0 | TotalProgramServiceExpenses |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (3 entries)
| Address Line1AddressUS/AddressLine1 | Address Line2AddressUS/AddressLine2 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|---|
| Denise Watson | |||||||||
| Dept 12G00 | 880 Carillon Parkway | St Petersburg | FL | 33716 | Secretary | 5 | 0 | 0 | 0 |
| Elizabeth Eriksen | |||||||||
| Dept 12G00 | 880 Carillon Parkway | St Petersburg | FL | 33716 | Treasurer | 10 | 0 | 0 | 0 |
| Ronald Hartz | |||||||||
| Dept 12G00 | 880 Carillon Parkway | St Petersburg | FL | 33716 | President | 5 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | 0 | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | 0 | OrganizationHadUBI |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtc |
| Direct Indirect Political Expend | 0 | DirectIndirectPoliticalExpend |
| Did Org File Form1120 POL This Year | 0 | DidOrgFileForm1120POLThisYear |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficers |
| Tax Imposed Under IRC4911 | 0 | TaxImposedUnderIRC4911 |
| Tax Imposed Under IRC4912 | 0 | TaxImposedUnderIRC4912 |
| Tax Imposed Under IRC4955 | 0 | TaxImposedUnderIRC4955 |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTrans |
| Amount Of Tax Imposed On Org Mgr | 0 | AmountOfTaxImposedOnOrgMgr |
| Amount Of Tax Reimbursed By Org | 0 | AmountOfTaxReimbursedByOrg |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Elizabeth Eriksen | NamePerson |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 880 Carillon Parkway | AddressLine1 |
| Address Line2 | Dept 12G00 | AddressLine2 |
| City | St Petersburg | City |
| State | FL | State |
| ZIP Code | 33716 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7275674046 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Foreign Office | 0 | ForeignOffice |
| Maintain Any Donor Advised Funds | 0 | MaintainAnyDonorAdvisedFunds |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Engage Political Cmpgn Activities | 0 | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | 0 | EngageInLobbyingActivities |
| Operating School | 0 | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | 0 | TrnsfrsExemptNonCharRelatedOrg |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 27432 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 30556 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 29916 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 17545 | CurrentTaxYearMinus1Year |
| Current Tax Year | 42203 | CurrentTaxYear |
| Total | 147652 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 57333 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 51679 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 72672 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 60672 | CurrentTaxYearMinus1Year |
| Current Tax Year | 43118 | CurrentTaxYear |
| Total | 285474 | Total |
Gross Receipts From Non UBI GrossReceiptsFromNonUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
Tax Rev Levied For Org Benefit509 TaxRevLeviedForOrgBenefit509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
Value Of Svcs Fclts Furnishd By Govt ValueOfSvcsFcltsFurnishdByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 84765 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 82235 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 102588 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 78217 | CurrentTaxYearMinus1Year |
| Current Tax Year | 85321 | CurrentTaxYear |
| Total | 433126 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 433126 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 111 | CurrentTaxYear |
| Total | 111 | Total |
Post1975 UBTI Post1975UBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 568 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 814 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 461 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 1843 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 568 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 814 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 461 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 111 | CurrentTaxYear |
| Total | 1954 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 85333 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 83049 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 103049 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 78217 | CurrentTaxYearMinus1Year |
| Current Tax Year | 85432 | CurrentTaxYear |
| Total | 435080 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99551 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.99541 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00449 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00459 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Annual auction and golf tournament | NameOfEvent1 |
| Gross Receipts Event1 | 85431 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 42203 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 43228 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 0 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 3901 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 0 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 20751 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 0 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 8563 | OtherDirectExpensesEvent1 |
| Food And Beverage Other Events | 0 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 0 | EntertainmentOtherEvents |
| Gross Receipts Total | 85431 | GrossReceiptsTotal |
| Charitable Contributions Total | 42203 | CharitableContributionsTotal |
| Gross Revenue Total Events | 43228 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 0 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 3901 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 0 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 20751 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 0 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 8563 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 33215 | DirectExpenseSummaryEvents |
| Net Income Summary | 10013 | NetIncomeSummary |
Comments