Frank J & Cecelia F Annelli Trust

Dallas, TX
Tax-exempt since Nov. 1995
EIN: 06-6401037

Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism, and Grantmaking Foundations N.E.C. (NTEE)

Donations to this organization are tax deductible.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$50,839

Expenses

$34,806

Net Income

$16,033

Net Assets

$477,577

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,832	27.2%
Sales of Assets	$37,007	72.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$28,475	81.8%
Compensation of Officers*	$7,704	22.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$477,577
Total Liabilities	$0
Net Assets	$477,577

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$7,704	$0

990-PF

Filed on April 24, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2023

Revenue

$15,656

Expenses

$26,065

Net Income

-$10,409

Net Assets

$462,026

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,329	78.7%
Sales of Assets	$2,006	12.8%
Other Income	$1,321	8.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,384	78.2%
Compensation of Officers*	$7,152	27.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$462,026
Total Liabilities	$0
Net Assets	$462,026

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$7,152	$0

990-PF

Filed on April 24, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

-$11,228

Expenses

$36,832

Net Income

-$48,060

Net Assets

$472,624

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,749
Sales of Assets	-$20,977
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$28,335	76.9%
Compensation of Officers*	$7,871	21.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$472,624
Total Liabilities	$0
Net Assets	$472,624

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$7,871	$0

990-PF

Filed on April 26, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$109,535

Expenses

$36,045

Net Income

$73,490

Net Assets

$520,676

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,492	9.6%
Sales of Assets	$99,043	90.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$29,039	80.6%
Compensation of Officers*	$8,389	23.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$520,676
Total Liabilities	$0
Net Assets	$520,676

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$8,389	$0

990-PF

Filed on May 3, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$39,841

Expenses

$32,966

Net Income

$6,875

Net Assets

$446,632

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$8,574	21.5%
Sales of Assets	$31,267	78.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,834	81.4%
Compensation of Officers*	$7,129	21.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$446,633
Total Liabilities	$1
Net Assets	$446,632

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$7,129	$0

990-PF

Filed on April 15, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$29,721

Expenses

$25,464

Net Income

$4,257

Net Assets

$439,738

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,459	38.6%
Sales of Assets	$18,262	61.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,906	78.2%
Compensation of Officers*	$6,970	27.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$439,739
Total Liabilities	$1
Net Assets	$439,738

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$6,970	$0

990-PF

Filed on April 23, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$41,753

Expenses

$33,962

Net Income

$7,791

Net Assets

$439,868

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,672	23.2%
Sales of Assets	$32,081	76.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$27,815	81.9%
Compensation of Officers*	$7,126	21.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$439,868
Total Liabilities	$0
Net Assets	$439,868

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$7,126	$0

990-PF

Filed on April 29, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$46,405

Expenses

$29,093

Net Income

$17,312

Net Assets

$431,421

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,625	20.7%
Sales of Assets	$36,733	79.2%
Other Income	$47	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,763	81.7%
Compensation of Officers*	$6,913	23.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$431,421
Total Liabilities	$0
Net Assets	$431,421

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$6,913	$0

990-PF

Filed on April 19, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$7,589

Expenses

$23,723

Net Income

-$16,134

Net Assets

$421,957

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,523	> 100%
Sales of Assets	-$1,934
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,834	83.6%
Compensation of Officers*	$4,024	17.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$421,957
Total Liabilities	$0
Net Assets	$421,957

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$4,024	$0

990-PF

Filed on April 24, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$17,771

Expenses

$27,679

Net Income

-$9,908

Net Assets

$440,754

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,938	61.5%
Sales of Assets	$6,833	38.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,891	82.7%
Compensation of Officers*	$6,958	25.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$440,754
Total Liabilities	$0
Net Assets	$440,754

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$6,958	$0

990-PF

Filed on April 12, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$17,225

Expenses

$26,836

Net Income

-$9,611

Net Assets

$451,995

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,851	57.2%
Sales of Assets	$7,374	42.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,117	82.4%
Compensation of Officers*	$7,167	26.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$451,995
Total Liabilities	$0
Net Assets	$451,995

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$7,167	$0

990-PF

Filed on April 29, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$20,270

Expenses

$26,819

Net Income

-$6,549

Net Assets

$452,993

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,028	54.4%
Sales of Assets	$9,331	46.0%
Other Income	-$89

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,764	81.2%
Compensation of Officers*	$7,101	26.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$452,993
Total Liabilities	$0
Net Assets	$452,993

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$32,309

Expenses

$25,878

Net Income

$6,431

Net Assets

$458,484

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,954	40.1%
Sales of Assets	$19,468	60.3%
Other Income	-$113

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,529	79.3%
Compensation of Officers*	$6,801	26.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$458,484
Total Liabilities	$0
Net Assets	$458,484

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$37,193

Expenses

$24,030

Net Income

$13,163

Net Assets

$452,277

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,944	37.5%
Sales of Assets	$23,430	63.0%
Other Income	-$181

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,237	80.1%
Compensation of Officers*	$6,819	28.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$452,277
Total Liabilities	$0
Net Assets	$452,277

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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Raw filing data. Includes EINs and summary financials as structured data.
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Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Frank J & Cecelia F Annelli Trust

Organization summary

Type of Nonprofit

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

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2005

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2004

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Fiscal Year Ending Dec.
2001