Civic Intelligence

The Raether Family Charitable Trust

990T • Fiscal year 2024 • EIN 13-6855420

Dec 01, 2023 to Nov 30, 2024 • Filed on Oct 15, 2025

Organization Profile
CO Ey Llp 700 NW 1st Ave Ste 1500Miami, FL 33136

(212) 773-1262

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2011: $37,661,428Liabilities 2011: $0Net Assets 2011: $37,661,4282011Assets 2012: $36,283,243Liabilities 2012: $58,780Net Assets 2012: $36,224,4632012Assets 2013: $32,970,382Liabilities 2013: $58,780Net Assets 2013: $32,911,6022013Assets 2014: $36,780,303Liabilities 2014: $0Net Assets 2014: $36,780,3032014Assets 2015: $32,365,452Liabilities 2015: $0Net Assets 2015: $32,365,4522015Assets 2019: $27,460,601Liabilities 2019: $0Net Assets 2019: $27,460,6012019Assets 2020: $31,199,712Liabilities 2020: $0Net Assets 2020: $31,199,7122020Assets 2021: $51,858,010Liabilities 2021: $0Net Assets 2021: $51,858,0102021Assets 2022: $50,330,091Liabilities 2022: $0Net Assets 2022: $50,330,0912022Assets 2023: $43,509,248Liabilities 2023: $0Net Assets 2023: $43,509,2482023Assets 2024: $38,457,258Liabilities 2024: $0Net Assets 2024: $38,457,2582024

Latest loaded filing

2024

Assets$38,457,258
Liabilities$0
Net Assets$38,457,258
Open 2024 Filing

Operations Trend

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

$30M$20M$10M$0-$10MExpenses 2011: $2,159,8192011Expenses 2012: $4,074,9972012Expenses 2013: $6,829,5012013Revenue 2014: $12,406,344Expenses 2014: $8,537,643Net Income 2014: $3,868,7012014Revenue 2015: $4,430,750Expenses 2015: $8,845,601Net Income 2015: -$4,414,8512015Revenue 2019: $8,808,465Expenses 2019: $8,156,115Net Income 2019: $652,3502019Revenue 2020: $8,668,881Expenses 2020: $4,929,770Net Income 2020: $3,739,1112020Revenue 2021: $28,246,620Expenses 2021: $7,588,322Net Income 2021: $20,658,2982021Revenue 2022: $6,295,518Expenses 2022: $7,823,437Net Income 2022: -$1,527,9192022Revenue 2023: $2,832,737Expenses 2023: $9,653,580Net Income 2023: -$6,820,8432023Revenue 2024: $4,194,832Expenses 2024: $9,246,822Net Income 2024: -$5,051,9902024

Latest loaded filing

2024

Revenue$4,194,832
Expenses$9,246,822
Net Income-$5,051,990
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2023 to Nov 30, 2024
Signed
Oct 15, 2025
Return Version
2023v8.0
Filing and Contact Details

Filer

Filer Name
The Raether Family Charitable Trust
EIN
13-6855420
Phone
2127731262
Address
CO EY LLP 700 NW 1ST AVE STE 1500, MIAMI, FL 33136

Signing Officer

Name
Paul Raether
Title
Officer
Phone
2127731262
Signed
2025-10-15
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
ONE MANHATTAN WEST, NEW YORK, NY 10001-8604
Preparer
Jessica Perna
Phone
2127733000
Raw XML Appendix128 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.

Path#Value
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IRS1041ScheduleD/TotalCapitalGainOrLossGrp/TotalNetGainOrLossAmt028667
IRS1041ScheduleD/TxiLessGainPlusDiffOfSmllAmt0470
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IRS1041ScheduleI/AdjustedTotalIncomeAmt01470
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IRS1041ScheduleI/AltTaxNetOperatingLossDedAmt025438
IRS1041ScheduleI/NetOperatingLossDeductionAmt026794
IRS1041ScheduleI/PassiveActivityAmt00
IRS990T/AddressChangeInd0X
IRS990T/AvlblPre2018NOLCarryoverAmt025796
IRS990T/BooksInCareOfDetail/PersonNm0JESSICA PERNA
IRS990T/BooksInCareOfDetail/PhoneNum02127731262
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0C/O EY LLP 700 NW 1ST AVE STE 1500
IRS990T/BooksInCareOfDetail/USAddress/CityNm0MIAMI
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IRS990T/NetOperatingLossDeductionAmt025796
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OtherTaxesAmt00
IRS990T/OverpaymentSection/AppliedToESTaxAmt012571
IRS990T/OverpaymentSection/OverpaymentAmt012571
IRS990T/OverpaymentSection/RefundAmt00
IRS990T/PaidTaxLiabilityAmt00
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IRS990TScheduleA/NetOperatingLossDeductionAmt0998
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IRS990TScheduleA/TotalAllocableDeductionsAmt00
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IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
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IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-134
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt028264
IRS990TScheduleA/TotUnrltTrdBusIncmAmt028264
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0PARTNERSHIP INVESTMENTS
IRS990TScheduleA/UBIBeforeNOLDedAmt028264
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt027266
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableTrustAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt012571
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt0470
IRS990T/TotalUBTIBeforeNOLSpecificAmt027266
IRS990T/TotalUBTIBeforeSection199AAmt01470
IRS990T/TotalUBTIComputedAmt027266
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL RAETHER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02127731262
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE RAETHER FAMILY CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0RAET
ReturnHeader/Filer/EIN0136855420
ReturnHeader/Filer/PhoneNum02127731262
ReturnHeader/Filer/USAddress/AddressLine1Txt0CO EY LLP 700 NW 1ST AVE STE 1500
ReturnHeader/Filer/USAddress/CityNm0MIAMI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033136
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE MANHATTAN WEST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0100018604
ReturnHeader/PreparerPersonGrp/PhoneNum02127733000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JESSICA PERNA
ReturnHeader/ReturnTs02025-10-15T03:03:29-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02023-12-01
ReturnHeader/TaxPeriodEndDt02024-11-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$38.5$0.00$38.5$4.19$9.25$5.05
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$43.5$0.00$43.5$2.83$9.65$6.82
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$50.3$0.00$50.3$6.30$7.82$1.53
2021Detailed filing. Detailed filing data is available for this year.$51.9$0.00$51.9$28.2$7.59$20.7
2020Detailed filing. Detailed filing data is available for this year.$31.2$0.00$31.2$8.67$4.93$3.74
2019Detailed filing. Detailed filing data is available for this year.$27.5$0.00$27.5$8.81$8.16$0.65
2015Detailed filing. Detailed filing data is available for this year.$32.4$0.00$32.4$4.43$8.85$4.41
2014Detailed filing. Detailed filing data is available for this year.$36.8$0.00$36.8$12.4$8.54$3.87
2013Detailed filing. Detailed filing data is available for this year.$33.0$0.06$32.9$6.83
2012Detailed filing. Detailed filing data is available for this year.$36.3$0.06$36.2$4.07
2011Detailed filing. Detailed filing data is available for this year.$37.7$0.00$37.7$2.16