Civic Intelligence

The Jean and Graham Devoe Williford Charitable Trust

990T • Fiscal year 2021 • EIN 20-6971005

Aug 01, 2020 to Jul 31, 2021 • Filed on Dec 15, 2021

Organization Profile
102 Gallia Drive Unit 2Lakeway, TX 78734

(903) 389-9637

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2011: $3,629,787Liabilities 2011: $02011Assets 2012: $4,226,447Liabilities 2012: $02012Assets 2013: $4,425,496Liabilities 2013: $02013Assets 2014: $8,805,919Liabilities 2014: $7,6502014Assets 2015: $12,817,516Liabilities 2015: $7,6502015Assets 2018: $11,681,968Liabilities 2018: $0Net Assets 2018: $11,681,9682018Assets 2019: $11,345,573Liabilities 2019: $0Net Assets 2019: $11,345,5732019Assets 2020: $11,001,145Liabilities 2020: $0Net Assets 2020: $11,001,1452020Assets 2021: $10,933,629Liabilities 2021: $0Net Assets 2021: $10,933,6292021Assets 2022: $11,026,821Liabilities 2022: $0Net Assets 2022: $11,026,8212022Assets 2023: $10,913,351Liabilities 2023: $0Net Assets 2023: $10,913,3512023Assets 2024: $11,017,591Liabilities 2024: $0Net Assets 2024: $11,017,5912024

Latest loaded filing

2024

Assets$11,017,591
Liabilities$0
Net Assets$11,017,591
Open 2024 Filing

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $765,357Expenses 2011: $439,184Net Income 2011: $326,1732011Revenue 2012: $970,334Expenses 2012: $373,674Net Income 2012: $596,6602012Revenue 2013: $731,230Expenses 2013: $531,946Net Income 2013: $199,2842013Revenue 2014: $4,881,193Expenses 2014: $506,913Net Income 2014: $4,374,2802014Revenue 2015: $4,502,420Expenses 2015: $490,823Net Income 2015: $4,011,5972015Revenue 2018: $229,105Expenses 2018: $399,986Net Income 2018: -$170,8812018Revenue 2019: $382,826Expenses 2019: $464,642Net Income 2019: -$81,8162019Revenue 2020: $99,971Expenses 2020: $433,208Net Income 2020: -$333,2372020Revenue 2021: $403,931Expenses 2021: $471,447Net Income 2021: -$67,5162021Revenue 2022: $512,695Expenses 2022: $420,309Net Income 2022: $92,3862022Revenue 2023: $289,802Expenses 2023: $400,423Net Income 2023: -$110,6212023Revenue 2024: $795,252Expenses 2024: $754,237Net Income 2024: $41,0152024

Latest loaded filing

2024

Revenue$795,252
Expenses$754,237
Net Income$41,015
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2020 to Jul 31, 2021
Signed
Dec 15, 2021
Return Version
2020v1.3
Filing and Contact Details

Filer

Filer Name
The Jean and Graham Devoe Williford
EIN
20-6971005
In Care Of
% STEPHANIE THOMPSON
Phone
9033899637
Address
102 Gallia Drive Unit 2, Lakeway, TX 78734

Signing Officer

Name
John Williford
Title
Trustee
Phone
7134994600
Signed
2021-12-15
Discuss with paid preparer
Yes

Preparer

Firm
Forvis Llp
Address
2700 Post Oak Blvd Ste 1500, HOUSTON, TX 77056
Preparer
Amanda Maya
Phone
7134994600
Raw XML Appendix89 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
IRS1041ScheduleD/CapitalGainDistributionsAmt02056
IRS1041ScheduleD/DiffOfSmallerAmt00
IRS1041ScheduleD/DiffOfSmllrPlusSmllrOfCalcAmt00
IRS1041ScheduleD/DisposeInvestmentQOFInd0false
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/NetLongTermGainOrLossGrp/TotalForYearAmt02056
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/TotalNetGainOrLossAmt02056
IRS1041ScheduleD/GainLessIncludedAmt02056
IRS1041ScheduleD/GainPlusDividendsAmt02056
IRS1041ScheduleD/NetIncomeMinusSmallerAmt02056
IRS1041ScheduleD/NetLTCapitalGainOrLossAmt02056
IRS1041ScheduleD/NetSmallerAmt00
IRS1041ScheduleD/NetTimesPercentAmt00
IRS1041ScheduleD/SmallerGainAmt02056
IRS1041ScheduleD/SmallerOfCalcAmt00
IRS1041ScheduleD/SmallerTaxableIncmOrAllowedAmt00
IRS1041ScheduleD/SmallerTaxableIncomeOrNetAmt00
IRS1041ScheduleD/SmallerTimesPercentAmt00
IRS1041ScheduleD/SmllrTxblIncmOrOthAllowedAmt00
IRS1041ScheduleD/SmllrTxiOrAllwLessSmllrAmt00
IRS1041ScheduleD/TaxableIncomeAmt00
IRS1041ScheduleD/TaxAmt00
IRS1041ScheduleD/TaxOnTaxableIncomeAmt00
IRS1041ScheduleD/TaxPlusTimePercentAmt00
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetLongTermGainOrLossGrp/TotalForYearAmt02056
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/TotalNetGainOrLossAmt02056
IRS1041ScheduleD/TxiLessGainPlusDiffOfSmllAmt00
IRS4562/BusinessOrActivityTxt0GENERAL DEPRECIATION
IRS4562/MACRSDedForAstInSrvcBfrPYAmt0400
IRS4562/OtherDepreciationAmt013008
IRS4562/TotalDepreciationAmt013408
IRS990T/BalanceDueAmt00
IRS990T/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0STEPHANIE THOMPSON
IRS990T/BooksInCareOfDetail/PhoneNum09033899637
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0102 GALLIA DRIVE UNIT 2
IRS990T/BooksInCareOfDetail/USAddress/CityNm0LAKEWAY
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd078734
IRS990T/BookValueAssetsEOYAmt010933629
IRS990T/ChangeInMethodOfAccountingInd0false
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form1041ScheduleDInd0X
IRS990T/ItmzdSupplementalInfoGrp/ExplanationTxt0THE TAXPAYER DOES NOT HAVE ANY ACTIVITIES GENERATING UNRELATED
IRS990T/ItmzdSupplementalInfoGrp/LineNum0LINE 1
IRS990T/ItmzdSupplementalInfoGrp/PartNum0FORM 990-T, part I
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/PriorYearOverpaymentCreditAmt00
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableCorporationAmt00
IRS990T/TaxableTrustAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalPaymentsAmt00
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN WILLIFORD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07134994600
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-12-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Jean and Graham Devoe Williford
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0JEAN
ReturnHeader/Filer/EIN0206971005
ReturnHeader/Filer/InCareOfNm0% STEPHANIE THOMPSON
ReturnHeader/Filer/PhoneNum09033899637
ReturnHeader/Filer/USAddress/AddressLine1Txt0102 Gallia Drive Unit 2
ReturnHeader/Filer/USAddress/CityNm0Lakeway
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078734
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0440160260
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FORVIS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02700 Post Oak Blvd Ste 1500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077056
ReturnHeader/PreparerPersonGrp/PhoneNum07134994600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMANDA MAYA
ReturnHeader/ReturnTs02022-06-15T16:15:50-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WILLIFORD
ReturnHeader/TaxPeriodBeginDt02020-08-01
ReturnHeader/TaxPeriodEndDt02021-07-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
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Liabilities
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Net assets
-
Revenue
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Expenses
-
Net income
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Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.0$0.00$11.0$0.80$0.75$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.9$0.00$10.9$0.29$0.40$0.11
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.0$0.00$11.0$0.51$0.42$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.9$0.00$10.9$0.40$0.47$0.07
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.0$0.00$11.0$0.10$0.43$0.33
2019Detailed filing. Detailed filing data is available for this year.$11.3$0.00$11.3$0.38$0.46$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.7$0.00$11.7$0.23$0.40$0.17
2015Summary only. Only limited summary data is available for this year.$12.8$0.01$4.50$0.49$4.01
2014Summary only. Only limited summary data is available for this year.$8.81$0.01$4.88$0.51$4.37
2013Summary only. Only limited summary data is available for this year.$4.43$0.00$0.73$0.53$0.20
2012Summary only. Only limited summary data is available for this year.$4.23$0.00$0.97$0.37$0.60
2011Summary only. Only limited summary data is available for this year.$3.63$0.00$0.77$0.44$0.33