Cetera Inc | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Cetera Inc. Data shown is extracted from Form 990-PF filings.
EIN: 82-4878828
Foundation Overview
Based in St Petersburg, FL, Cetera Inc has awarded 2 grants totaling $1,249,493 to organizations in Maryland and Florida. Individual grants range from $49,278 to $1,200,215, with a median award of $624,746.5.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
2 total grants. Insufficient data for reliable pattern analysis. Foundation may be highly selective or recently established.
Geographic Focus
50% of grants are awarded in Maryland, with additional funding distributed across 1 other locations. The foundation balances regional focus with broader geographic diversity. Within Maryland, funding concentrates in Baltimore (100%).
Funding Trajectory
Insufficient data to determine funding trend patterns.
Program Areas
Highly focused on general purposes with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into Cetera Inc's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| The Annie E Casey Foundation | $1,200,215 | Baltimore, MD, US | Contribution | 2023 |
| Suncoast Voices | $49,278 | Largo, FL, US | Contribution | 2023 |
Foundations Similar to Cetera Inc
Discover 5 foundations with comparable assets ($68,212-$246,622), similar grant patterns, and geographic focus in FL that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
Vineland Family Foundation
EIN: 87-6920537 | 8 grants awarded |
$200,159
(≈ Similar) |
$411,397.5
median grant |
Miami Beach, FL
Same state |
|
|
Lr Foundation
EIN: 93-2326341 | 9 grants awarded |
$246,622
(↑ Larger) |
$600,000
median grant |
Miami, FL
Same state |
|
|
Frank And Carol Morsani Foundation Inc
EIN: 59-3543872 | 4 grants awarded |
$68,212
(↓ Smaller) |
$750,000
median grant |
Tampa, FL
Same state |
|
|
Miller Cooper & Co Ltd Charitable
EIN: 36-3851204 | 10 grants awarded |
$172,836
(≈ Similar) |
$338,076.5
median grant |
Deerfield, IL |
|
|
Chiang J Li Md Family Foundation Inc
EIN: 81-0956574 | 22 grants awarded |
$172,798
(≈ Similar) |
$350,000
median grant |
Boston, MA |
|
Related Foundation Resources in FL:
Contact Information
Official contact details for Cetera Inc as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 82-4878828 |
| Website | http://www.ceterafl.org/ |
| Address |
Key People (7)
Board members, trustees, and key staff who oversee Cetera Inc's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Chair | Dee Menzer |
|---|---|
| Vice President/treasurer | Kurt Bennett |
| Secretary | Ronicka Hamilton |
| Executive Director | Dr Jamie Bennett |
| Director | Cynthia Mcguigan |
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for Cetera Inc is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.
Research Applications
Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.