Frank J & Cecelia F Annelli Trust is a 501(c)(3) organization based in Dallas, Texas, registered in 1995, with $54,481 in FY2025 revenue. CharityIndex grades it C+.
Revenue (FY2025)
$54K
▲ 7.2% vs prior year
Philanthropy median: $168K
Expenses (FY2025)
$35K
Net assets
$497K
Employees
—
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Frank J & Cecelia F Annelli Trust— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Frank J & Cecelia F Annelli Trust: 172 mo reserves · +36% margin earns a B+ on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Frank J & Cecelia F Annelli Trust— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Frank J & Cecelia F Annelli Trust: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
Show this grade on your website
A live seal — it updates automatically when the grade changes and links donors to this verified profile.
Revenue grew from $17K (FY2014) to $54K (FY2025) across 12 reported years.
Financial snapshot
Operating margin
36.2%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$497K
Total liabilities
$0
Net assets
$497K
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2025 | $54,481▲7.2% | $34,768▼0.1% | $497,431▲4.2% | $497,431▲4.2% | 990PF |
| 2024 | $50,839▲225% | $34,806▲33.5% | $477,577▲3.4% | $477,577▲3.4% | 990PF |
| 2023 | $15,656▲239% | $26,065▼29.2% | $462,026▼2.2% | $462,026▼2.2% | 990PF |
| 2022 | -$11,228▼110% | $36,832▲2.2% | $472,624▼9.2% | $472,624▼9.2% | 990PF |
| 2021 | $109,535▲175% | $36,045▲9.3% | $520,676▲16.6% | $520,676▲16.6% | 990PF |
| 2020 | $39,841▲34.0% | $32,966▲29.5% | $446,633▲1.6% | $446,633▲1.6% | 990PF |
| 2019 | $29,721▼28.8% | $25,464▼25.0% | $439,739 | $439,739 | 990PF |
| 2018 | $41,753▼10.0% | $33,962▲16.7% | $439,868▲2.0% | $439,868▲2.0% | 990PF |
| 2017 | $46,405▲511% | $29,093▲22.6% | $431,421▲2.2% | $431,421▲2.2% | 990PF |
| 2016 | $7,589▼57.3% | $23,723▼14.3% | $421,957▼4.3% | $421,957▼4.3% | 990PF |
| 2015 | $17,771▲3.2% | $27,679▲3.1% | $440,754▼2.5% | $440,754▼2.5% | 990PF |
| 2014 | $17,225 | $26,836 | $451,995 | $451,995 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Explore more
Data for Frank J & Cecelia F Annelli Trust (EIN 06-6401037) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.