Civic Intelligence

Annette Weuthrick Charitable Trust

990PF • Fiscal year 2020 • EIN 65-6138942

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization Profile
5745 SW 75th St 363Gainesville, FL 32608

(352) 448-4500

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

3rd percentile

-328%

Higher net margin than 3% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

65th percentile

$13,524

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 30.1% of source-year revenue.

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

8th percentile

-16%

Faster asset growth than 8% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

28th percentile

-22%

Faster revenue growth than 28% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$801,447

Down $147,584 (-16%) from 2019

Net Assets

Down

$801,447

Down $147,584 (-16%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin3rd percentile

Revenue

Down

$44,944

Down $12,628 (-22%) from 2019

Expenses

Up

$192,528

Up $113,402 (+143%) from 2019

Net Income

Down

-$147,584

Down $126,030 (-585%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$1.0M$500K$0Assets 2011: $873,837Liabilities 2011: $02011Assets 2012: $891,256Liabilities 2012: $02012Assets 2013: $907,207Liabilities 2013: $0Net Assets 2013: $907,2072013Assets 2014: $940,099Liabilities 2014: $0Net Assets 2014: $940,0992014Assets 2015: $973,200Liabilities 2015: $0Net Assets 2015: $973,2002015Assets 2017: $955,539Liabilities 2017: $0Net Assets 2017: $955,5392017Assets 2018: $970,585Liabilities 2018: $0Net Assets 2018: $970,5852018Assets 2019: $949,031Liabilities 2019: $0Net Assets 2019: $949,0312019Assets 2020: $801,447Liabilities 2020: $0Net Assets 2020: $801,4472020Assets 2021: $806,267Liabilities 2021: $0Net Assets 2021: $806,2672021Assets 2022: $687,010Liabilities 2022: $0Net Assets 2022: $687,0102022Assets 2023: $654,542Liabilities 2023: $12023Assets 2024: $593,987Liabilities 2024: $0Net Assets 2024: $593,9872024

Highlighted filing

2020

Assets$801,447
Liabilities$0
Net Assets$801,447
Open 2020 Filing

Operations Trend

Revenue Growth28th percentile

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

$200K$100K$0-$100K-$200KRevenue 2011: $74,918Expenses 2011: $37,607Net Income 2011: $37,3112011Revenue 2012: $65,172Expenses 2012: $47,753Net Income 2012: $17,4192012Revenue 2013: $55,306Expenses 2013: $39,355Net Income 2013: $15,9512013Revenue 2014: $97,515Expenses 2014: $64,623Net Income 2014: $32,8922014Revenue 2015: $80,290Expenses 2015: $47,189Net Income 2015: $33,1012015Revenue 2017: $63,336Expenses 2017: $81,138Net Income 2017: -$17,8022017Revenue 2018: $77,268Expenses 2018: $62,222Net Income 2018: $15,0462018Revenue 2019: $57,572Expenses 2019: $79,126Net Income 2019: -$21,5542019Revenue 2020: $44,944Expenses 2020: $192,528Net Income 2020: -$147,5842020Revenue 2021: $104,652Expenses 2021: $99,832Net Income 2021: $4,8202021Revenue 2022: -$39,146Expenses 2022: $80,111Net Income 2022: -$119,2572022Revenue 2023: $47,293Expenses 2023: $79,761Net Income 2023: -$32,4682023Revenue 2024: $58,713Expenses 2024: $119,268Net Income 2024: -$60,5552024

Highlighted filing

2020

Revenue$44,944
Expenses$192,528
Net Income-$147,584
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARILYN A CANGRO BELOTrusteePT$13,524-$13,524
Filing and Contact Details

Filer

Filer Name
Annette Weuthrick Charitable Trust
EIN
65-6138942
Phone
3524484500
Address
5745 SW 75TH ST 363, GAINESVILLE, FL 32608

Signing Officer

Name
Marilyn a Cangro Belo
Title
Executive Director
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
William R Cranshaw CPA
Address
398 E Dania Beach Blvd Ste 388, Dania, FL 33004
Preparer
William R Cranshaw
Phone
3052792233
Raw XML Appendix359 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/Amt02650
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION AND ACCOUNTING
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0663
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0STRATEGIC ADVISERS INCOME OPPORT FD
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1STRATEGIC ADVISERS CORE INCOME FD
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2STRATEGIC ADVISERS SHORT DURATION FD
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3EATON VANCE GLOBAL MACRO FD
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4PIMCO MORTGAGE OPPOR FD
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt05077
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1222673
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt235039
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt34573
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt413712
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt05448
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1235619
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt235193
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt34762
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt413851
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt037805
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12233
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt297028
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt34672
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4202502
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt54709
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt610616
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt717255
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt83751
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt94982
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1013049
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1111328
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt053834
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12935
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2122928
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt34690
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4286345
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt55091
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt612648
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt722078
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt84424
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt96295
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1015520
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1113171
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0STRATEGIC ADVISERS EMERGING MARKETS FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1STRATEGIC ADVISERS SMALL-MID CAP FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2STRATEGIC ADVISERS INTERNATIONAL FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3FIDELITY GROWTH COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4STRATEGIC ADVISERS LARGE CAP FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5COHEN & STEERS REALTY SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6DFA EMERGING MARKETS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7OAKMARK FUND INVESTOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8WCM FOCUSED INTL GROWTH FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9JP MORGAN SMALL CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10JPMORGAN VALUE ADV FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11TRANSAMERICAN INTL EQUITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01679
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt120729
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt21687
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt324143
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt427315
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt515428
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ISHARES TR RUS 1000 GRW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1ISHARES RUSSELL 2000 ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2ISHARES TR MSIC USA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3VANGUARD MID-CAP VALUE INDEX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4VANGUARD INDEX FDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5ISHARES U S REAL ESTATE EFT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01929
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt128037
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt21935
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt329145
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt431763
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt517130
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt021374
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt023570
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt044944
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt044944
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0663
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02650
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt023570
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt03380
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt013524
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0167500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0167500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt021374
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt021374
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-147584
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0584319
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt023570
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt032047
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt08412
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt08412
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0442
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0442
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0167500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt012897
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0192528
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt044944
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt044944
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt012897
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt025028
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02011-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12019-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0560749
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt04547
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt119023
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt04547
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt119023
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0565296
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt119023
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1MUTUAL FUNDS-CAPITAL GAIN DISPOSITIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt023570
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-147584
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0801447
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0949031
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0801447
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt049369
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt049369
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt049369
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt049814
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0445
IRS990PF/DistributableAmountGrp/TotalTaxAmt0445
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0445
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0445
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0445
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0445
IRS990PF/FMVAssetsEOYAmt0974233
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0970585
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0949031
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0366900
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0281074
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0294873
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0541741
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0409930
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0549959
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt090981
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0109939
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-21554
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-147584
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt040390
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt019462
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt019462
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0949031
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0801447
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0974233
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0949031
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0801447
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0949031
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0801447
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01011443
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt029926
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0981517
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt015172
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt049814
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0996271
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01011443
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt06.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt013524
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARILYN A CANGRO BELO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt08709 SW 42ND PLACE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0GAINESVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd032608
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0167500
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0167500
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0167500
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt05745 SW 75 ST 363
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0GAINESVILLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd032608
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MARILYN A CANGRO BELO
IRS990PF/StatementsRegardingActyGrp/PhoneNum03524484500
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt020000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt170000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt310000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt455000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt55000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt65000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6PUBLIC CHARITY
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/RecipientPersonNm0GAINESVILLE ORCHESTRA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1CATHOLIC CHARITIES GAINESVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2ST FRANCIS HOUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3MIAMI RESCUE MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4PACE CENTER FOR GIRLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5LIFE SKILLS YMCA OF NORTH FLORIDA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6LADIES OF LOVE ST FRANCIS CATHOLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt010022 SW 48TH PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11701 NE 9TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2413 S MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt33553 NW 50TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41010 SE 4TH AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt55201 NW 34TH BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt64100 NW 115TH TER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0GAINESVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1GAINESVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2GAINESVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MIAMI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4GAINESVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5GAINESVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6GAINESVILLE
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/ZIPCd032608
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd132609
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd232601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd333142
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd432601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd532605
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd632606
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0167500
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/AppliedToCurrentYearAmt049369
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt037869
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt049369
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt080262
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt080262
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0167500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt080262
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt080262
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt037869
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt08412
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt08412
TaxesSchedule/TaxesDetail/Amt0442
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0442
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARILYN A CANGRO BELO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANNETTE WEUTHRICK CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ANNE
ReturnHeader/Filer/EIN0656138942
ReturnHeader/Filer/PhoneNum03524484500
ReturnHeader/Filer/USAddress/AddressLine1Txt05745 SW 75TH ST 363
ReturnHeader/Filer/USAddress/CityNm0GAINESVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032608
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0William R Cranshaw CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0398 E Dania Beach Blvd Ste 388
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Dania
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033004
ReturnHeader/PreparerPersonGrp/PhoneNum03052792233
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM R CRANSHAW
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-11-15T09:50:05-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARILYN A CANGRO
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BELO
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$801,447
Liabilities
$0
Net assets
$801,447
Revenue
$44,944
Expenses
$192,528
Net income
-$147,584
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.94$0.00$5.94$0.59$1.19$0.61
2023Summary only. Only limited summary data is available for this year.$6.55$0.00$0.47$0.80$0.32
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.87$0.00$6.87$0.39$0.80$1.19
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.06$0.00$8.06$1.05$1.00$0.05
2020Detailed filing. Detailed filing data is available for this year.$8.01$0.00$8.01$0.45$1.93$1.48
2019Detailed filing. Detailed filing data is available for this year.$9.49$0.00$9.49$0.58$0.79$0.22
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.71$0.00$9.71$0.77$0.62$0.15
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.56$0.00$9.56$0.63$0.81$0.18
2015Detailed filing. Detailed filing data is available for this year.$9.73$0.00$9.73$0.80$0.47$0.33
2014Detailed filing. Detailed filing data is available for this year.$9.40$0.00$9.40$0.98$0.65$0.33
2013Detailed filing. Detailed filing data is available for this year.$9.07$0.00$9.07$0.55$0.39$0.16
2012Summary only. Only limited summary data is available for this year.$8.91$0.00$0.65$0.48$0.17
2011Summary only. Only limited summary data is available for this year.$8.74$0.00$0.75$0.38$0.37
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • $500k-$1M nonprofits