Civic Intelligence

George and Wendy David Fund

990T • Fiscal year 2024 • EIN 30-6407520

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 13, 2025

Organization Profile
CO Rtx 8 Farm Springs Rd 3rd FloFarmington, CT 06032-2569

(860) 728-7680

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 2014: $10,622,335Liabilities 2014: $0Net Assets 2014: $10,622,3352014Assets 2015: $9,116,749Liabilities 2015: $35,000Net Assets 2015: $9,081,7492015Assets 2019: $8,613,933Liabilities 2019: $0Net Assets 2019: $8,613,9332019Assets 2020: $9,060,272Liabilities 2020: $7,155Net Assets 2020: $9,053,1172020Assets 2021: $7,481,828Liabilities 2021: $0Net Assets 2021: $7,481,8282021Assets 2022: $4,474,418Liabilities 2022: $0Net Assets 2022: $4,474,4182022Assets 2023: $3,540,849Liabilities 2023: $0Net Assets 2023: $3,540,8492023Assets 2024: $2,082,239Liabilities 2024: $0Net Assets 2024: $2,082,2392024

Latest loaded filing

2024

Assets$2,082,239
Liabilities$0
Net Assets$2,082,239
Open 2024 Filing

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2014: $171,693Expenses 2014: $691,130Net Income 2014: -$519,4372014Revenue 2015: -$227,942Expenses 2015: $583,702Net Income 2015: -$811,6442015Revenue 2019: $323,766Expenses 2019: $1,859,894Net Income 2019: -$1,536,1282019Revenue 2020: $626,326Expenses 2020: $1,003,735Net Income 2020: -$377,4092020Revenue 2021: $1,228,318Expenses 2021: $2,089,158Net Income 2021: -$860,8402021Revenue 2022: $336,026Expenses 2022: $1,431,363Net Income 2022: -$1,095,3372022Revenue 2023: $274,913Expenses 2023: $1,595,187Net Income 2023: -$1,320,2742023Revenue 2024: $347,779Expenses 2024: $1,595,050Net Income 2024: -$1,247,2712024

Latest loaded filing

2024

Revenue$347,779
Expenses$1,595,050
Net Income-$1,247,271
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Filing and Contact Details

Filer

Filer Name
George and Wendy David Fund
EIN
30-6407520
Phone
8607287680
Address
CO RTX 8 FARM SPRINGS RD 3RD FLO, FARMINGTON, CT 06032-2569

Signing Officer

Name
George Al David
Title
Trustee
Phone
8607287680
Signed
2025-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Harperwhitfield Pc
Address
314 FARMINGTON AVENUE, FARMINGTON, CT 06032
Preparer
W Scott Goetjen CPA
Phone
8606779188
Raw XML Appendix82 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/AvlblPre2018NOLCarryoverAmt07
IRS990T/BooksInCareOfDetail/PersonNm0MR GEORGE AL DAVID
IRS990T/BooksInCareOfDetail/PhoneNum08607287680
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0C/O RTX 8 FARMS SPRINGS RD 3RD FL
IRS990T/BooksInCareOfDetail/USAddress/CityNm0FARMINGTON
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd0060322569
IRS990T/BookValueAssetsEOYAmt02082239
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/NetOperatingLossDeductionAmt00
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OtherTaxesAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt037
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd0900001
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/PrincipalBusinessActivityCd0900001
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0FROM PASS THRU PARTNERSHIPS
IRS990TScheduleA/UBIBeforeNOLDedAmt00
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableTrustAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TaxRateScheduleInd0X
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIComputedAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GEORGE AL DAVID
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08607287680
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GEORGE AND WENDY DAVID FUND
ReturnHeader/Filer/BusinessNameControlTxt0GEOR
ReturnHeader/Filer/EIN0306407520
ReturnHeader/Filer/PhoneNum08607287680
ReturnHeader/Filer/USAddress/AddressLine1Txt0CO RTX 8 FARM SPRINGS RD 3RD FLO
ReturnHeader/Filer/USAddress/CityNm0FARMINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd0060322569
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061071692
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HARPERWHITFIELD PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0314 FARMINGTON AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FARMINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006032
ReturnHeader/PreparerPersonGrp/PhoneNum08606779188
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0W SCOTT GOETJEN CPA
ReturnHeader/ReturnTs02025-11-14T14:09:01-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
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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.$2.08$0.00$2.08$0.35$1.60$1.25
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.54$0.00$3.54$0.27$1.60$1.32
2022Detailed filing. Detailed filing data is available for this year.$4.47$0.00$4.47$0.34$1.43$1.10
2021Detailed filing. Detailed filing data is available for this year.$7.48$0.00$7.48$1.23$2.09$0.86
2020Detailed filing. Detailed filing data is available for this year.$9.06$0.01$9.05$0.63$1.00$0.38
2019Detailed filing. Detailed filing data is available for this year.$8.61$0.00$8.61$0.32$1.86$1.54
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.12$0.04$9.08$0.23$0.58$0.81
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.6$0.00$10.6$0.17$0.69$0.52