Civic Intelligence

Larry E Williams & Joyce M Williams Private Foundation Inc.

990T • Fiscal year 2020 • EIN 30-0085441

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization Profile
300 Park Avenue NorthWinter Park, FL 32789-3878

(407) 645-4700

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.

$6.0M$4.0M$2.0M$0Assets 2013: $2,276,738Liabilities 2013: $265,519Net Assets 2013: $2,011,2192013Assets 2014: $2,075,230Liabilities 2014: $11,450Net Assets 2014: $2,063,7802014Assets 2020: $4,150,306Liabilities 2020: $1,307,028Net Assets 2020: $2,843,2782020Assets 2021: $4,604,737Liabilities 2021: $1,232,399Net Assets 2021: $3,372,3382021Assets 2022: $4,038,851Liabilities 2022: $610,519Net Assets 2022: $3,428,3322022Assets 2023: $4,560,377Liabilities 2023: $478,290Net Assets 2023: $4,082,0872023Assets 2024: $4,737,488Liabilities 2024: $14,531Net Assets 2024: $4,722,9572024

Latest loaded filing

2024

Assets$4,737,488
Liabilities$14,531
Net Assets$4,722,957
Open 2024 Filing

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2013: -$17,389Expenses 2013: $109,319Net Income 2013: -$126,7082013Revenue 2014: $189,049Expenses 2014: $132,513Net Income 2014: $56,5362014Revenue 2020: $303,445Expenses 2020: $182,043Net Income 2020: $121,4022020Revenue 2021: $386,408Expenses 2021: $243,897Net Income 2021: $142,5112021Revenue 2022: $245,898Expenses 2022: $180,011Net Income 2022: $65,8872022Revenue 2023: $227,537Expenses 2023: $248,467Net Income 2023: -$20,9302023Revenue 2024: $473,769Expenses 2024: $378,019Net Income 2024: $95,7502024

Latest loaded filing

2024

Revenue$473,769
Expenses$378,019
Net Income$95,750
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v1.1
Filing and Contact Details

Filer

Filer Name
Larry E & Joyce M Williams
EIN
30-0085441
Phone
4076454700
Address
300 PARK AVENUE NORTH, WINTER PARK, FL 32789-3878

Signing Officer

Name
Michael Borcheck
Title
Director
Phone
4076454700
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Carr Riggs & Ingram LLC
Address
1031 W MORSE BLVD SUITE 200, WINTER PARK, FL 32789
Preparer
James E Gase CPA
Phone
4076447455
Raw XML Appendix99 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
IRS990T/BooksInCareOfDetail/PersonNm0MARILYN MAPLES
IRS990T/BooksInCareOfDetail/PhoneNum04076454700
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0300 N PARK AVENUE STE 200
IRS990T/BooksInCareOfDetail/USAddress/CityNm0WINTER PARK
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd032789
IRS990T/BookValueAssetsEOYAmt04150306
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
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IRS990TScheduleA/TotUnrltTrdBusIncmAmt089018
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt013324
IRS990TScheduleA/TradeOrBusinessDesc0INVESTMENT IN VARIOUS PARTNERSHIPS
IRS990TScheduleA/UBIBeforeNOLDedAmt075694
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt075694
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AllocableDeductionAmt013324
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAcquisitionAdjBasisPct00.84100
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAcquisitionDebtAmt0604403
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAdjustedBasisAmt0718684
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/GrossIncomeAmt0105848
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/GrossIncomeReportableAmt089018
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/OtherDebtFinancedDeductionAmt012317
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/StraightLineDepreciationDedAmt03526
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/TotalDebtFinancedDeductionAmt015843
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/AddressLine1Txt01121 N ORANGE AVE
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/CityNm0WINTER PARK
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/StateAbbreviationCd0FL
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/ZIPCd032789
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIBeforeNOLSpecificAmt075694
IRS990T/TotalUBTIComputedAmt075694
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL BORCHECK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04076454700
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LARRY E & JOYCE M WILLIAMS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PRIVATE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0LARR
ReturnHeader/Filer/EIN0300085441
ReturnHeader/Filer/PhoneNum04076454700
ReturnHeader/Filer/USAddress/AddressLine1Txt0300 PARK AVENUE NORTH
ReturnHeader/Filer/USAddress/CityNm0WINTER PARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0327893878
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0721396621
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARR RIGGS & INGRAM LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01031 W MORSE BLVD SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WINTER PARK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032789
ReturnHeader/PreparerPersonGrp/PhoneNum04076447455
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES E GASE CPA
ReturnHeader/ReturnTs02021-11-15T12:16:03-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MICHAEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BORCHECK
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.74$0.01$4.72$0.47$0.38$0.10
2023Detailed filing. Detailed filing data is available for this year.$4.56$0.48$4.08$0.23$0.25$0.02
2022Detailed filing. Detailed filing data is available for this year.$4.04$0.61$3.43$0.25$0.18$0.07
2021Detailed filing. Detailed filing data is available for this year.$4.60$1.23$3.37$0.39$0.24$0.14
2020Detailed filing. Detailed filing data is available for this year.$4.15$1.31$2.84$0.30$0.18$0.12
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.
2014Detailed filing. Detailed filing data is available for this year.$2.08$0.01$2.06$0.19$0.13$0.06
2013Detailed filing. Detailed filing data is available for this year.$2.28$0.27$2.01$0.02$0.11$0.13