Civic Intelligence

A H Burnett Foundation

990PF • Fiscal year 2023 • EIN 20-3624633

Jul 01, 2022 to Jun 30, 2023 • Filed on Aug 12, 2023

Organization Profile
PO Box 140788Gainesville, FL 32614

(352) 406-8910

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

21st percentile

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Net Margin

4th percentile

-230%

Higher net margin than 4% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

38th percentile

$37,386

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 20.7% of source-year revenue.

2023 filings • $5M-$10M nonprofits • Source year 2023

Asset Growth

16th percentile

-5.2%

Faster asset growth than 16% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

9th percentile

-48%

Faster revenue growth than 9% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$7,380,764

Down $407,855 (-5.2%) from 2022

Net Assets

Down

$7,380,764

Down $407,855 (-5.2%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin4th percentile

Revenue

Down

$180,762

Down $168,736 (-48%) from 2022

Expenses

Up

$596,833

Up $259,289 (+77%) from 2022

Net Income

Down

-$416,071

Down $428,025 (-3581%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2012: $7,364,743Liabilities 2012: $02012Assets 2013: $7,446,305Liabilities 2013: $4,7792013Assets 2014: $7,899,949Liabilities 2014: $4962014Assets 2015: $7,636,458Liabilities 2015: $1,2842015Assets 2016: $7,673,686Liabilities 2016: $02016Assets 2018: $7,671,997Liabilities 2018: $0Net Assets 2018: $7,671,9972018Assets 2019: $7,804,686Liabilities 2019: $0Net Assets 2019: $7,804,6862019Assets 2020: $7,733,012Liabilities 2020: $0Net Assets 2020: $7,733,0122020Assets 2021: $7,776,665Liabilities 2021: $0Net Assets 2021: $7,776,6652021Assets 2022: $7,788,619Liabilities 2022: $0Net Assets 2022: $7,788,6192022Assets 2023: $7,380,764Liabilities 2023: $0Net Assets 2023: $7,380,7642023Assets 2024: $7,101,864Liabilities 2024: $0Net Assets 2024: $7,101,8642024Assets 2025: $6,965,490Liabilities 2025: $0Net Assets 2025: $6,965,4902025

Highlighted filing

2023

Assets$7,380,764
Liabilities$0
Net Assets$7,380,764
Open 2023 Filing

Operations Trend

Revenue Growth9th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2012: $152,648Expenses 2012: $524,210Net Income 2012: -$371,5622012Revenue 2013: $579,548Expenses 2013: $502,765Net Income 2013: $76,7832013Revenue 2014: $990,605Expenses 2014: $534,888Net Income 2014: $455,7172014Revenue 2015: $535,494Expenses 2015: $799,773Net Income 2015: -$264,2792015Revenue 2016: $265,359Expenses 2016: $226,847Net Income 2016: $38,5122016Revenue 2018: $317,389Expenses 2018: $1,252,285Net Income 2018: -$934,8962018Revenue 2019: $397,879Expenses 2019: $263,637Net Income 2019: $134,2422019Revenue 2020: $347,237Expenses 2020: $417,704Net Income 2020: -$70,4672020Revenue 2021: $363,205Expenses 2021: $318,189Net Income 2021: $45,0162021Revenue 2022: $349,498Expenses 2022: $337,544Net Income 2022: $11,9542022Revenue 2023: $180,762Expenses 2023: $596,833Net Income 2023: -$416,0712023Revenue 2024: $237,773Expenses 2024: $529,353Net Income 2024: -$291,5802024Revenue 2025: $285,382Expenses 2025: $436,505Net Income 2025: -$151,1232025

Highlighted filing

2023

Revenue$180,762
Expenses$596,833
Net Income-$416,071
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Aug 12, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mary Ellen BurnettCo-TrusteePT$37,386-$37,386
Janet JonesCo-TrusteePT$34,386-$34,386
H John FeldmanCo-TrusteePT$34,386-$34,386
Filing and Contact Details

Filer

Filer Name
A H Burnett Foundation
EIN
20-3624633
Phone
3524068910
Address
PO Box 140788, Gainesville, FL 32614

Signing Officer

Name
Mary Ellen Burnett
Title
Co-Trustee
Signed
2023-08-12
Discuss with paid preparer
Yes

Preparer

Firm
Mark Farner CPA PA
Address
10935 SE 177th Place Suite 401, Summerfield, FL 34491
Preparer
Mark Farner CPA
Phone
3523473131
Raw XML Appendix347 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
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt02000
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Accounting Fee CPA
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt02000
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt02391010
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt138490
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt05633766
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt154307
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Corporate Stock - see schedule
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1Vanguard World Fd Intl Growth Fd
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt097717
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt098544
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt04560000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Certificates of Deposit - see schedule
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt04440228
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0162998
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt08108
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IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0Interest - Tax Refund
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0596833
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0180762
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0109135
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Wells Fargo Clearing - see schedule atta
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Wells Fargo Clearing - cap gain dist
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02022-12-31
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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0596881
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt09803039
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0156693
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt010289529
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt118.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt218.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt234386
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Mary Ellen Burnett
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Janet Jones
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2H John Feldman
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Co-Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Co-Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Co-Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO Box 140788
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO Box 140910
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2601 Jennings Ave
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Gainesville
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Gainesville
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Eustis
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0326140788
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Mary Ellen Burnett
IRS990PF/StatementsRegardingActyGrp/PhoneNum03524068910
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt020000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt315000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt450000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5175000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt62500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt7200000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Cancer research.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Agriculture program scholarship endowment.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Library book endowment.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Library endowment.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Library capital improvements.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5Construction of ball fields.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6Unrestricted.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7Establish endowment for scholarship fund.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0University of Florida Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1University of Florida Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2University of Florida Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3University of Florida Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4University of Florida Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5University of Florida Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6Lake Sumter Childrens' Advocacy Cen
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7University of Florida Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO Box 14425
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO Box 14425
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO Box 14425
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO Box 14425
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO Box 14425
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5PO Box 14425
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6300 S Canal Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7PO Box 14425
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Gainesville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Gainesville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Gainesville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Gainesville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Gainesville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Gainesville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Leesburg
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Gainesville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd032604
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd132604
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd232604
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd332604
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd432604
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd532604
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd634748
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd732604
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0482500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0512020
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0512020
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0314635
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0314635
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt079615
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt079615
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0591635
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt079615
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0394250
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0314635
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal Fee
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0977
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0977
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Other Investment Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Interest - Tax Refund
OtherIncomeSchedule2/OtherIncomeDetail/Desc1Tax Refund
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0153
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt13560
OtherIncreasesSchedule/OtherIncreasesDetail/Amt08216
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Adjustment to Cost of Investments
TaxesSchedule/TaxesDetail/Amt04858
TaxesSchedule/TaxesDetail/Amt1330
TaxesSchedule/TaxesDetail/CategoryTxt02022 Excise Tax - Estimated Tax Payments
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign Tax Paid
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0330
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Mary Ellen Burnett
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Co-Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0A H Burnett Foundation
ReturnHeader/Filer/BusinessNameControlTxt0AHBU
ReturnHeader/Filer/EIN0203624633
ReturnHeader/Filer/PhoneNum03524068910
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 140788
ReturnHeader/Filer/USAddress/CityNm0Gainesville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032614
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0593624882
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Mark Farner CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010935 SE 177th Place Suite 401
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Summerfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034491
ReturnHeader/PreparerPersonGrp/PhoneNum03523473131
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mark Farner CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-08-12T06:01:30-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Mary Ellen
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Burnett
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,380,764
Liabilities
$0
Net assets
$7,380,764
Revenue
$180,762
Expenses
$596,833
Net income
-$416,071
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.97$0.00$6.97$0.29$0.44$0.15
2024Detailed filing. Detailed filing data is available for this year.$7.10$0.00$7.10$0.24$0.53$0.29
2023Detailed filing. Detailed filing data is available for this year.$7.38$0.00$7.38$0.18$0.60$0.42
2022Detailed filing. Detailed filing data is available for this year.$7.79$0.00$7.79$0.35$0.34$0.01
2021Detailed filing. Detailed filing data is available for this year.$7.78$0.00$7.78$0.36$0.32$0.05
2020Detailed filing. Detailed filing data is available for this year.$7.73$0.00$7.73$0.35$0.42$0.07
2019Detailed filing. Detailed filing data is available for this year.$7.80$0.00$7.80$0.40$0.26$0.13
2018Detailed filing. Detailed filing data is available for this year.$7.67$0.00$7.67$0.32$1.25$0.93
2016Summary only. Only limited summary data is available for this year.$7.67$0.00$0.27$0.23$0.04
2015Summary only. Only limited summary data is available for this year.$7.64$0.00$0.54$0.80$0.26
2014Summary only. Only limited summary data is available for this year.$7.90$0.00$0.99$0.53$0.46
2013Summary only. Only limited summary data is available for this year.$7.45$0.00$0.58$0.50$0.08
2012Summary only. Only limited summary data is available for this year.$7.36$0.00$0.15$0.52$0.37