David Gotterer Charitable Trust

990PF • Fiscal year 2021 • EIN 13-3389544

Dec 01, 2020 to Nov 30, 2021 • Filed on Nov 18, 2022

Organization Profile

20155 Boca West Drive Ste C606Boca Raton, FL 33434

(561) 350-0800

Siviq Scores

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

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

-79%

Higher net margin than 10% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • <$500k nonprofits • Source year 2021

-0.6%

Faster asset growth than 39% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2020 to 2021

Balance Sheet

Liabilities / Assets57th percentile

Assets

Down

$46,299

Down $270 (-0.6%) from 2020

Net Assets

$46,299

No earlier filing loaded for comparison.

Liabilities

Flat

Flat from 2020

Revenue And Expenses

Liabilities / Revenue57th percentile Net Margin10th percentile

Revenue

$2,373

Up $4,035 (+243%) from 2020

Expenses

Down

$4,251

Down $3,156 (-43%) from 2020

Net Income

-$1,878

Up $7,191 (+79%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

Highlighted filing

2021

Assets$46,299

Liabilities$0

Net Assets$46,299

Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2021

Revenue$2,373

Expenses$4,251

Net Income-$1,878

Open 2021 Filing

Jump To

Filing Snapshot

Filing Period: Dec 1, 2020 to Nov 30, 2021
Signed: Nov 18, 2022
Return Version: 2020v4.0

Compensation and Service Providers

Top Officer Pay78th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
DAVID GOTTERER	Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: David Gotterer Charitable Trust
EIN: 13-3389544
In Care Of: % david gotterer
Phone: 5613500800
Address: 20155 Boca West Drive Ste C606, Boca Raton, FL 33434

Signing Officer

Name: David Gotterer
Title: trustee
Phone: 5613500800
Signed: 2022-11-18

Raw XML Appendix269 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.

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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	2	18151
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	0	5304
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	1	8489
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	2	15290
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	telephone data sys
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	1	blackrock high yield fund
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	2	agnc invt corp
IRS990PF/AddressChangeInd	0	X
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IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt	0	160
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	26
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt	0	2373
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	4040
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	4251
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	4002
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	211
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IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	-1878
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt	0	21
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt	0	1629
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	0
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	56
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt	0	56
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt	0	0
IRS990PF/FMVAssetsEOYAmt	0	34179
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt	0	46569
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt	0	46299
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt	0	1927
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IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt	0	5096
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt	0	44642
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt	0	41203
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt	0	29083
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	46569
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	46299
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	34179
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	46569
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	46299
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	46569
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	46299
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt	0	0
IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	0
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	0.000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	DAVID GOTTERER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	0	20155 boca west drive Ste C606
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IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt	0	4040
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	4	333 sw 4th ave
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
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IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	4040
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	21
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	return of capital
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	1629
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	net gain sale assets
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	25
TaxesSchedule/TaxesDetail/Amt	0	26
TaxesSchedule/TaxesDetail/CategoryTxt	0	excise
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	0
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	DAVID GOTTERER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	5613500800
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2022-11-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	David Gotterer Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt	0	DAVI
ReturnHeader/Filer/EIN	0	133389544
ReturnHeader/Filer/InCareOfNm	0	% david gotterer
ReturnHeader/Filer/PhoneNum	0	5613500800
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	20155 Boca West Drive Ste C606
ReturnHeader/Filer/USAddress/CityNm	0	Boca Raton
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	FL
ReturnHeader/Filer/USAddress/ZIPCd	0	33434
ReturnHeader/ReturnTs	0	2022-11-18T16:38:54-06:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	DAVID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	GOTTERER
ReturnHeader/TaxPeriodBeginDt	0	2020-12-01
ReturnHeader/TaxPeriodEndDt	0	2021-11-30
ReturnHeader/TaxYr	0	2020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $46,299
Liabilities: $0
Net assets: $46,299
Revenue: $2,373
Expenses: $4,251
Net income: -$1,878

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$0.00	$0.00	$0.00	$0.01	$0.17	$0.16
2024Detailed filing. Detailed filing data is available for this year.
2023Detailed filing. Detailed filing data is available for this year.	$0.41	$0.00		$0.02	$0.05	$0.03
2022Import issue. A filing source exists for this year, but detailed import did not complete cleanly.	$0.44	$0.00	$0.44	$0.02	$0.05	$0.02
2021Detailed filing. Detailed filing data is available for this year.	$0.46	$0.00	$0.46	$0.02	$0.04	$0.02
2020Summary only. Only limited summary data is available for this year.	$0.47	$0.00		$0.02	$0.07	$0.09
2019Summary only. Only limited summary data is available for this year.	$0.56	$0.00		$0.04	$0.07	$0.10
2015Summary only. Only limited summary data is available for this year.	$0.91	$0.00		$0.09	$0.15	$0.06
2014Summary only. Only limited summary data is available for this year.	$0.97	$0.00		$0.08	$0.11	$0.03
2013Summary only. Only limited summary data is available for this year.	$1.00	$0.00		$0.06	$0.12	$0.06
2012Summary only. Only limited summary data is available for this year.	$1.05	$0.00		$0.08	$0.18	$0.10
2011Summary only. Only limited summary data is available for this year.	$1.15	$0.00		$0.06	$0.17	$0.11