Civic Intelligence

Charles Williams Trust

990PF • Fiscal year 2020 • EIN 23-2417678

Oct 01, 2019 to Sep 30, 2020 • Filed on Feb 23, 2020

Organization Profile
121 South Broad St 20th FloorPhiladelphia, PA 19107-4533

(215) 569-3535

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$12,008

Up $8 (+0.1%) from 2019

Net Assets

Up

$12,008

Up $8 (+0.1%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses

Revenue

Down

$8

Down $21 (-72%) from 2019

Expenses

Down

$0

Down $4 (-100%) from 2019

Net Income

Down

$8

Down $17 (-68%) from 2019

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2011: $21,179Liabilities 2011: $02011Assets 2012: $18,944Liabilities 2012: $02012Assets 2013: $16,829Liabilities 2013: $02013Assets 2014: $16,503Liabilities 2014: $02014Assets 2015: $17,959Liabilities 2015: $0Net Assets 2015: $17,9592015Assets 2016: $18,463Liabilities 2016: $0Net Assets 2016: $18,4632016Assets 2017: $16,826Liabilities 2017: $0Net Assets 2017: $16,8262017Assets 2018: $11,975Liabilities 2018: $0Net Assets 2018: $11,9752018Assets 2019: $12,000Liabilities 2019: $0Net Assets 2019: $12,0002019Assets 2020: $12,008Liabilities 2020: $0Net Assets 2020: $12,0082020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2020

Assets$12,008
Liabilities$0
Net Assets$12,008
Open 2020 Filing

Operations Trend

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

$20K$10K$0-$10K-$20KRevenue 2011: $1,387Expenses 2011: $3,650Net Income 2011: -$2,2632011Revenue 2012: $1,543Expenses 2012: $3,778Net Income 2012: -$2,2352012Revenue 2013: $1,162Expenses 2013: $3,277Net Income 2013: -$2,1152013Revenue 2014: $1,174Expenses 2014: $1,500Net Income 2014: -$3262014Revenue 2015: $3,832Expenses 2015: $3,334Net Income 2015: $4982015Revenue 2016: $1,054Expenses 2016: $550Net Income 2016: $5042016Revenue 2017: $6,383Expenses 2017: $8,020Net Income 2017: -$1,6372017Revenue 2018: $909Expenses 2018: $5,760Net Income 2018: -$4,8512018Revenue 2019: $29Expenses 2019: $4Net Income 2019: $252019Revenue 2020: $8Expenses 2020: $0Net Income 2020: $82020Revenue 2021: $1Expenses 2021: $12,009Net Income 2021: -$12,0082021

Highlighted filing

2020

Revenue$8
Expenses$0
Net Income$8
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Feb 23, 2020
Return Version
2019v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHLEEN M O'CONNELLTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Charles Williams Trust
EIN
23-2417678
Phone
2155693535
Address
121 SOUTH BROAD ST 20TH FLOOR, PHILADELPHIA, PA 19107-4533

Signing Officer

Name
KATHLEEN M O'CONNELL
Title
Trustee
Phone
2155693535
Signed
2020-02-23
Discuss with paid preparer
Yes

Preparer

Firm
Schubert Gallagher Tyler & Mulcahey
Address
121 SOUTH BROAD ST 20TH FLOOR, PHILADELPHIA, PA 19107
Preparer
KATHLEEN M O'CONNELL
Phone
2155870119
Raw XML Appendix195 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.

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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0true
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0HARRY JJ BELLWOAR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02155693535
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHLEEN M O'CONNELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02155693535
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARLES WILLIAMS TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0232417678
ReturnHeader/Filer/PhoneNum02155693535
ReturnHeader/Filer/USAddress/AddressLine1Txt0121 SOUTH BROAD ST 20TH FLOOR
ReturnHeader/Filer/USAddress/CityNm0PHILADELPHIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0191074533
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0231601164
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHUBERT GALLAGHER TYLER & MULCAHEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0121 SOUTH BROAD ST 20TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHILADELPHIA
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019107
ReturnHeader/PreparerPersonGrp/PhoneNum02155870119
ReturnHeader/PreparerPersonGrp/PreparationDt02021-02-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHLEEN M O'CONNELL
ReturnHeader/ReturnTs02021-02-23T14:46:34-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-10-01
ReturnHeader/TaxPeriodEndDt02020-09-30
ReturnHeader/TaxYr02019

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
$12,008
Liabilities
$0
Net assets
$12,008
Revenue
$8
Expenses
$0
Net income
$8
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$12.0$12.0
2020Detailed filing. Detailed filing data is available for this year.$12.0$0.00$12.0$0.01$0.00$0.01
2019Detailed filing. Detailed filing data is available for this year.$12.0$0.00$12.0$0.03$0.00$0.03
2018Detailed filing. Detailed filing data is available for this year.$12.0$0.00$12.0$0.91$5.76$4.85
2017Detailed filing. Detailed filing data is available for this year.$16.8$0.00$16.8$6.38$8.02$1.64
2016Detailed filing. Detailed filing data is available for this year.$18.5$0.00$18.5$1.05$0.55$0.50
2015Detailed filing. Detailed filing data is available for this year.$18.0$0.00$18.0$3.83$3.33$0.50
2014Summary only. Only limited summary data is available for this year.$16.5$0.00$1.17$1.50$0.33
2013Summary only. Only limited summary data is available for this year.$16.8$0.00$1.16$3.28$2.12
2012Summary only. Only limited summary data is available for this year.$18.9$0.00$1.54$3.78$2.24
2011Summary only. Only limited summary data is available for this year.$21.2$0.00$1.39$3.65$2.26