Civic Intelligence

Lillian E Bunker Private Foundation

EIN 03-6106036 • Winter Haven, FL

154 Avenue H SEWinter Haven, FL 33880
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

61st percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

13th percentile

-73%

Higher net margin than 13% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

<$500k nonprofits • Source year 2022

Asset Growth

11th percentile

-95%

Faster asset growth than 11% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

26th percentile

-29%

Faster revenue growth than 26% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$19,454

Down $357,878 (-95%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$19,454

Down $357,878 (-95%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin13th percentile

Revenue

Down

$25,545

Down $10,245 (-29%) from 2023

Expenses

Down

$44,251

Down $216 (-0.5%) from 2023

Net Income

Down

-$18,706

Down $10,029 (-116%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth11th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2010: $518,506Liabilities 2010: $0Net Assets 2010: $518,5062010Assets 2011: $497,855Liabilities 2011: $0Net Assets 2011: $497,8552011Assets 2012: $476,180Liabilities 2012: $12012Assets 2013: $439,190Liabilities 2013: $0Net Assets 2013: $439,1902013Assets 2014: $494,415Liabilities 2014: $5,648Net Assets 2014: $488,7672014Assets 2015: $487,699Liabilities 2015: $9,569Net Assets 2015: $478,1302015Assets 2016: $453,302Liabilities 2016: $12,271Net Assets 2016: $441,0312016Assets 2017: $468,427Liabilities 2017: $6,528Net Assets 2017: $461,8992017Assets 2018: $460,050Liabilities 2018: $0Net Assets 2018: $460,0502018Assets 2019: $444,463Liabilities 2019: $0Net Assets 2019: $444,4632019Assets 2020: $415,500Liabilities 2020: $0Net Assets 2020: $415,5002020Assets 2021: $395,951Liabilities 2021: $0Net Assets 2021: $395,9512021Assets 2022: $393,509Liabilities 2022: $7,500Net Assets 2022: $386,0092022Assets 2023: $377,332Liabilities 2023: $0Net Assets 2023: $377,3322023Assets 2024: $19,454Liabilities 2024: $0Net Assets 2024: $19,4542024

Highlighted filing

2024

Assets$19,454
Liabilities$0
Net Assets$19,454
Open 2024 Filing

Operations Trend

Revenue Growth26th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KExpenses 2010: $31,6422010Expenses 2011: $34,8822011Revenue 2012: $38,022Expenses 2012: $59,697Net Income 2012: -$21,6752012Revenue 2013: $363Expenses 2013: $37,353Net Income 2013: -$36,9902013Revenue 2014: $63,586Expenses 2014: $24,422Net Income 2014: $39,1642014Revenue 2015: $21,984Expenses 2015: $32,621Net Income 2015: -$10,6372015Revenue 2016: $9,592Expenses 2016: $46,691Net Income 2016: -$37,0992016Revenue 2017: $61,025Expenses 2017: $40,157Net Income 2017: $20,8682017Revenue 2018: $34,806Expenses 2018: $36,655Net Income 2018: -$1,8492018Revenue 2019: $22,124Expenses 2019: $37,711Net Income 2019: -$15,5872019Revenue 2020: $4,844Expenses 2020: $33,807Net Income 2020: -$28,9632020Revenue 2021: $23,815Expenses 2021: $43,364Net Income 2021: -$19,5492021Revenue 2022: $34,673Expenses 2022: $44,615Net Income 2022: -$9,9422022Revenue 2023: $35,790Expenses 2023: $44,467Net Income 2023: -$8,6772023Revenue 2024: $25,545Expenses 2024: $44,251Net Income 2024: -$18,7062024

Highlighted filing

2024

Revenue$25,545
Expenses$44,251
Net Income-$18,706
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,454
Liabilities
$0
Net assets
$19,454
Revenue
$25,545
Expenses
$44,251
Net income
-$18,706
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.26$0.44$0.19
2023Detailed filing. Detailed filing data is available for this year.$3.77$0.00$3.77$0.36$0.44$0.09
2022Detailed filing. Detailed filing data is available for this year.$3.94$0.08$3.86$0.35$0.45$0.10
2021Detailed filing. Detailed filing data is available for this year.$3.96$0.00$3.96$0.24$0.43$0.20
2020Detailed filing. Detailed filing data is available for this year.$4.16$0.00$4.16$0.05$0.34$0.29
2019Detailed filing. Detailed filing data is available for this year.$4.44$0.00$4.44$0.22$0.38$0.16
2018Detailed filing. Detailed filing data is available for this year.$4.60$0.00$4.60$0.35$0.37$0.02
2017Detailed filing. Detailed filing data is available for this year.$4.68$0.07$4.62$0.61$0.40$0.21
2016Detailed filing. Detailed filing data is available for this year.$4.53$0.12$4.41$0.10$0.47$0.37
2015Detailed filing. Detailed filing data is available for this year.$4.88$0.10$4.78$0.22$0.33$0.11
2014Detailed filing. Detailed filing data is available for this year.$4.94$0.06$4.89$0.64$0.24$0.39
2013Detailed filing. Detailed filing data is available for this year.$4.39$0.00$4.39$0.00$0.37$0.37
2012Summary only. Only limited summary data is available for this year.$4.76$0.00$0.38$0.60$0.22
2011Detailed filing. Detailed filing data is available for this year.$4.98$0.00$4.98$0.35
2010Detailed filing. Detailed filing data is available for this year.$5.19$0.00$5.19$0.32
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVEN R WRIGHTTrustee-$0--
DAVID WRIGHTTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Lillian E Bunker Private Foundation
EIN
03-6106036
Phone
8632996815
Address
154 AVENUE H SE, WINTER HAVEN, FL 33880

Signing Officer

Name
Steven R Wright
Title
Trustee
Phone
8632996815
Signed
2025-11-17
Raw XML Appendix324 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
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt45000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt55000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt66000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt72000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0ASSISTING PROGRAMS FOR LOCAL YOUTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1FOR THE CHURCH'S MINISTRY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2PROGRAMS FOR LOW INCOME FAMILIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3ASSISTANCE FOR THE UNDERPRIVILEDGED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4PROGRAM ASSISTANCE FIRST RESPONDERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5FOR FL SHERIFF'S YOUTH VILLA BARTOW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6TO SUPPORT THE PROGRAMS FOR THE KIDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7SUPPORT OF SCHOLARSHIP PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NON-PROFIT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1NON-PROFIT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2NON-PROFIT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3NON-PROFIT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4NON-PROFIT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5NON-PROFIT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6NON-PROFIT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7NON-PROFIT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0BOYS GIRLS CLUBS OF POLK COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1FIRST UNITED METHODIST CHURCH BRT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2PROJECT LOVE OF ELOISE INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3SAMARITAN'S PURSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4TUNNEL TO TOWERS FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5BARTOW YOUTH VILLA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6BERKLEY CHARTER SCHOOL INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7UNIVERSITY OF FLORIDA
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/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 763
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1455 S BROADWAY AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 2285
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 3000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt42361 HYLAN BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt53350 STATE ROAD 60 EAST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt65240 BERKLEY RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7PO BOX 114025
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LAKELAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BARTOW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2EAGLE LAKE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3BOONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4STATEN ISLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5BARTOW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6AUBURNDALE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7GAINESVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd033802
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd133830
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd233839
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd328607
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd410306
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd533830
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd633823
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd7326114025
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt035870
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/AppliedToCurrentYearAmt0209
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt035661
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt035847
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt035870
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt035638
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt035661
LiquidationExplanationStmt/ExplanationTxt0DURING 2024, THE LILLIAN E BUNKER PRIVATE FOUNDATION MADE A DISTRIBUTION OF SECURITIES IN SUBSTANTIAL CONTRACTION OF THE PRIVATE FOUNDATION TO: RECIPIENT'S NAME AND ADDRESS: RUTH A WILSON PRIVATE FOUNDATION 154 AVENUE H, SE WINTER HAVEN, FL 33880 EIN 59-7160404 ASSETS DISTRIBUTED: STOCKS & SECURITIES 766,850 FMV THESE DISTRIBUTIONS DO NOT CONSTITUTE A FINAL DISTRIBUTION OF THE FOUNDATION'S ASSETS.
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0339172
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ASSETS MERGED WITH 59-7160404
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt091
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt091
TaxesSchedule/TaxesDetail/Amt0249
TaxesSchedule/TaxesDetail/Amt166
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt066
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN R WRIGHT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08632996815
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LILLIAN E BUNKER PRIVATE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LILL
ReturnHeader/Filer/EIN0036106036
ReturnHeader/Filer/PhoneNum08632996815
ReturnHeader/Filer/USAddress/AddressLine1Txt0154 AVENUE H SE
ReturnHeader/Filer/USAddress/CityNm0WINTER HAVEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033880
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02025-11-17T15:10:39-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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