Civic Intelligence

Herman E & Margaret E Gottfried Charitable Fund

990PF • Fiscal year 2020 • EIN 27-7046870

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 29, 2021

Organization Profile
PO Box 1908Orlando, FL 32802-1908

(404) 813-2219

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

33rd percentile

-4.7%

Higher net margin than 33% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$31,363

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 26.8% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

$1,871,063

No earlier filing loaded for comparison.

Net Assets

$1,871,063

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin33rd percentile

Revenue

$117,069

No earlier filing loaded for comparison.

Expenses

$122,537

No earlier filing loaded for comparison.

Net Income

-$5,468

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0Assets 2020: $1,871,063Liabilities 2020: $0Net Assets 2020: $1,871,0632020Assets 2021: $1,901,920Liabilities 2021: $0Net Assets 2021: $1,901,9202021Assets 2022: $1,894,475Liabilities 2022: $0Net Assets 2022: $1,894,4752022Assets 2023: $1,844,120Liabilities 2023: $0Net Assets 2023: $1,844,1202023Assets 2024: $1,933,214Liabilities 2024: $0Net Assets 2024: $1,933,2142024

Highlighted filing

2020

Assets$1,871,063
Liabilities$0
Net Assets$1,871,063
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100KRevenue 2020: $117,069Expenses 2020: $122,537Net Income 2020: -$5,4682020Revenue 2021: $168,306Expenses 2021: $129,921Net Income 2021: $38,3852021Revenue 2022: $124,599Expenses 2022: $140,571Net Income 2022: -$15,9722022Revenue 2023: $74,714Expenses 2023: $126,623Net Income 2023: -$51,9092023Revenue 2024: $206,476Expenses 2024: $117,137Net Income 2024: $89,3392024

Highlighted filing

2020

Revenue$117,069
Expenses$122,537
Net Income-$5,468
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 29, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRUIST BANK FKA SUNTRUST BANKTrustee-$31,363-$31,363
Filing and Contact Details

Filer

Filer Name
Herman E & Margaret E Gottfried Char
EIN
27-7046870
Phone
4048132219
Address
PO BOX 1908, ORLANDO, FL 32802-1908

Signing Officer

Name
Truist Bank Fka Suntrust Bank
Title
SVP
Phone
4048132219
Signed
2021-04-29
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
40 WESTMINSTER ST STE 800, PROVIDENCE, RI 02903
Preparer
Richard Raleigh
Phone
4014573839
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37931142103 WAL-MART STORES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3892826C839 VISA INC CL A COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3964128K868 NEUBERGER BERMAN HIG
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4092206C755 VANGUARD MTG BACKED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4102079K107 ALPHABET INC CL C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt42060505104 BANK OF AMERICA CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt43097023105 BOEING CO COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt44142339100 CARLISLE COS INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt45254687106 WALT DISNEY CO COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt46464288273 ISHARES TR MSCI SMAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4758933Y105 MERCK AND INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt48174610105 CITIZENS FINANCIAL G
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4902079K305 ALPHABET INC CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5000724F101 ADOBE SYSTEMS INC CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt51023135106 AMAZON INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt52038222105 APPLIED MATLS INC CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5320030N101 COMCAST CORP COM CL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5446120E602 INTUITIVE SURGICAL I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt55742718109 PROCTER & GAMBLE CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt56892356106 TRACTOR SUPPLY CO CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5765339F101 NEXTERA ENERGY INC C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt58277902235 EATON VANCE ATLANTA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5922052L104 CORTEVA INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt60031162100 AMGEN INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt61101137107 BOSTON SCIENTIFIC CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt62438516106 HONEYWELL INTL INC C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt63580135101 MCDONALDS CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6467066G104 NVIDIA CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt65723787107 PIONEER NATURAL RESO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt66806857108 SCHLUMBERGER LTD COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt67G47791101 INGERSOLL-RAND PLC C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6826614N102 DUPONT DE NEMOURS IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt69166764100 CHEVRON CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7026875P101 EOG RESOURCES INC CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt71278865100 ECOLAB INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7266987V109 NOVARTIS AG ADR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7379466L302 SALESFORCE COM INC C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt74907818108 UNION PACIFIC CORP C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7591324P102 UNITEDHEALTH GROUP I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7692343V104 VERIZON COMMUNICATIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7757636Q104 MASTERCARD INC CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt78084670702 BERKSHIRE HATHAWAY I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt79256210105 DODGE & COX INCOME F
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt80412295107 HARDING LOEVNER INTL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt81464287499 ISHARES RUSSELL MIDC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt82921075438 VAN ECK EMERGING MAR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt83957663677 WESTERN ASSET CORE B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8409250J734 BLACKROCK EVENT DRIV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8530254T676 FPA CRESCENT FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8638147N293 GOLDMAN SACHS GQG PA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8747103C183 JANUS HENDERSON SMAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8874316J540 MUZINICH CREDIT OPPO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0102387
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1208929
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt296088
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt334296
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt48789
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt510666
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt695293
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt796154
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt863067
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt926803
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1057039
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11318872
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1237152
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1352793
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1459848
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1531439
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt16176548
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt044005
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt072651
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0413
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0117069
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02500
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt072651
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt015681
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt015681
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt031363
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt086765
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt086765
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt043893
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt044005
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-5468
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01633131
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0413
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0413
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0100971
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0305
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01909
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0104946
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt015986
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0122537
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0116957
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0117069
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt018181
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt015986
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt035772
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02016-07-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12018-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22019-12-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32016-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42019-12-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52019-12-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62019-12-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72019-12-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82016-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92020-01-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102012-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112019-12-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122019-12-16

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,871,063
Liabilities
$0
Net assets
$1,871,063
Revenue
$117,069
Expenses
$122,537
Net income
-$5,468
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.21$0.12$0.09
2023Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.07$0.13$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.12$0.14$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.17$0.13$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.12$0.12$0.01