Civic Intelligence

William B Wilcox Charitable Trust 3455000423

990PF • Fiscal year 2022 • EIN 59-7169510

Jan 01, 2022 to Dec 31, 2022 • Filed on Apr 19, 2023

Organization Profile
715 South Ft Harrison AvenueClearwater, FL 33757-2918

(727) 469-4555

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

5th percentile

-201%

Higher net margin than 5% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

32nd percentile

-4.6%

Faster asset growth than 32% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

3rd percentile

-88%

Faster revenue growth than 3% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$1,270,344

Down $61,658 (-4.6%) from 2021

Net Assets

Down

$1,270,344

Down $61,658 (-4.6%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin5th percentile

Revenue

Down

$30,610

Down $217,120 (-88%) from 2021

Expenses

Down

$92,268

Down $4,230 (-4.4%) from 2021

Net Income

Down

-$61,658

Down $212,890 (-141%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,108,607Liabilities 2011: $02011Assets 2012: $1,064,710Liabilities 2012: $02012Assets 2013: $1,025,540Liabilities 2013: $0Net Assets 2013: $1,025,5402013Assets 2014: $1,041,559Liabilities 2014: $0Net Assets 2014: $1,041,5592014Assets 2015: $1,019,680Liabilities 2015: $0Net Assets 2015: $1,019,6802015Assets 2016: $973,211Liabilities 2016: $0Net Assets 2016: $973,2112016Assets 2017: $931,783Liabilities 2017: $0Net Assets 2017: $931,7832017Assets 2018: $967,698Liabilities 2018: $0Net Assets 2018: $967,6982018Assets 2019: $1,000,597Liabilities 2019: $0Net Assets 2019: $1,000,5972019Assets 2020: $1,180,770Liabilities 2020: $0Net Assets 2020: $1,180,7702020Assets 2021: $1,332,002Liabilities 2021: $0Net Assets 2021: $1,332,0022021Assets 2022: $1,270,344Liabilities 2022: $0Net Assets 2022: $1,270,3442022Assets 2023: $1,271,642Liabilities 2023: $0Net Assets 2023: $1,271,6422023Assets 2024: $1,300,484Liabilities 2024: $0Net Assets 2024: $1,300,4842024

Highlighted filing

2022

Assets$1,270,344
Liabilities$0
Net Assets$1,270,344
Open 2022 Filing

Operations Trend

Revenue Growth3rd percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $26,165Expenses 2011: $125,431Net Income 2011: -$99,2662011Revenue 2012: $38,794Expenses 2012: $82,691Net Income 2012: -$43,8972012Revenue 2013: $50,354Expenses 2013: $89,524Net Income 2013: -$39,1702013Revenue 2014: $56,341Expenses 2014: $40,322Net Income 2014: $16,0192014Revenue 2015: $63,029Expenses 2015: $84,908Net Income 2015: -$21,8792015Revenue 2016: $38,935Expenses 2016: $85,404Net Income 2016: -$46,4692016Revenue 2017: $41,735Expenses 2017: $83,163Net Income 2017: -$41,4282017Revenue 2018: $140,444Expenses 2018: $104,529Net Income 2018: $35,9152018Revenue 2019: $121,179Expenses 2019: $88,280Net Income 2019: $32,8992019Revenue 2020: $271,170Expenses 2020: $90,997Net Income 2020: $180,1732020Revenue 2021: $247,730Expenses 2021: $96,498Net Income 2021: $151,2322021Revenue 2022: $30,610Expenses 2022: $92,268Net Income 2022: -$61,6582022Revenue 2023: $43,628Expenses 2023: $43,461Net Income 2023: $1672023Revenue 2024: $75,004Expenses 2024: $45,478Net Income 2024: $29,5262024

Highlighted filing

2022

Revenue$30,610
Expenses$92,268
Net Income-$61,658
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 19, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
William B Wilcox Charitable Trust
EIN
59-7169510
Phone
7274694555
Address
715 SOUTH FT HARRISON AVENUE, CLEARWATER, FL 33757-2918

Signing Officer

Name
Martha Evans Vice President
Title
Trustee
Phone
7274694539
Signed
2023-04-19

Preparer

Firm
Dja Suncoast
Address
1956 BAYSHORE BLVD, DUNEDIN, FL 34698
Preparer
Harry Jamieson
Phone
7277345437
Raw XML Appendix289 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
AccountingFeesSchedule/AccountingFeesDetail/Amt02850
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREP & ACCTG FEES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0SEE ATTACH SCHEDULES - ST
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1SEE ATTACHED SCHEDULES - LT
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt0129065
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt1155978
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt0108966
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt1169851
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0-20099
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt113873
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0SEE ATTACHED SCHEDULES
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0407325
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0356005
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0662675
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0679555
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0SEE ATTACHED SCHEDULES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0189892
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0SEE ATTACHED SCHEDS (OTHER INVEST)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0196599
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt028630
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt08206
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0-6226
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt036836
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0-6226
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt030610
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02280
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02850
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02850
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt028630
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt08206
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt015328
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt019160
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt019160
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt067525
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt067525
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt028630
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt028630
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt028630
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-61658
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0287023
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01980
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt014826
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0315
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt01934
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02418
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt028630
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt087067
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt022010
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt092268
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt036836
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt030610
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt019542
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt022010
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt024743
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt08206
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-61658
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01270344
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01332002
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01270344
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt068920
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt068920
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt068920
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt069126
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0206
IRS990PF/DistributableAmountGrp/TotalTaxAmt0206
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0153
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0359
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0206
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0153
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0206
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0206
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0359
IRS990PF/FMVAssetsEOYAmt01242611
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0367165
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0407325
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0356005
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0686751
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0662675
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0679555
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt01332002
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt01270344
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0207001
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0189892
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0196599
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt071085
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt010452
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt010452
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01332002
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01270344
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01242611
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01332002
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01270344
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01332002
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01270344
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01403583
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt040769
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01362814
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt021054
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt069126
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01382529
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01403583
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0MARTHA EVANS VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine2Txt0REGIONS BANK PRIVATE WEALTH MGMNT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0715 SOUTH FT HARRISON AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CLEARWATER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd033757
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt087067
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt087067
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0715 SOUTH FT HARRISON AVENUE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CLEARWATER
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd033757
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MARTHA EVANS VICE PRESIDENT
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine2Txt0REGIONS BANK PRIVATE WEALTH MGMNT
IRS990PF/StatementsRegardingActyGrp/PhoneNum07274694555
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt013505
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt113505
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt213505
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt313505
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt413505
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0PEACE MEMORIAL PRESBYTERIAN CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1TABERNACLE PRESBYTERIAN CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2INDIANA UNIVERSITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3TRI-STATE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4PHI MU HOSE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0RELIGIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1RELIGIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2EDUCTIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0110 SO FT HARRISON AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1418 EAST 34TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31 UNIVERSITY AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt43558 HABERSHAM AT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0NORTHLAKE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CLEARWATER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1INDIANAPOLIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BLOOMINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3ANGOLA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4TUCKER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd033756
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd146201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd247402
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd346703
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd430084
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt067525
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/AppliedToCurrentYearAmt068920
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt068920
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt016489
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt022584
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt018248
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt035893
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt013929
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt013929
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0111361
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt018147
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt016489
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt022584
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt018248
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt035893
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt087067
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt018147
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0125290
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0107143
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2ADR FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0314
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11
TaxesSchedule/TaxesDetail/Amt0320
TaxesSchedule/TaxesDetail/Amt187
TaxesSchedule/TaxesDetail/Amt22011
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES W/H
TaxesSchedule/TaxesDetail/CategoryTxt12021 FEDTAX BAL DUE (NET OF REFU
TaxesSchedule/TaxesDetail/CategoryTxt22022 FED TAX ESTIMATES
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MARTHA EVANS VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07274694539
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM B WILCOX CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt03455000423
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0597169510
ReturnHeader/Filer/PhoneNum07274694555
ReturnHeader/Filer/USAddress/AddressLine1Txt0715 SOUTH FT HARRISON AVENUE
ReturnHeader/Filer/USAddress/CityNm0CLEARWATER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0337572918
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0845007209
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DJA SUNCOAST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01956 BAYSHORE BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DUNEDIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034698
ReturnHeader/PreparerPersonGrp/PhoneNum07277345437
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HARRY JAMIESON
ReturnHeader/ReturnTs02023-05-04T11:51:09-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHRISTOPHER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CAMBRIDGE
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,270,344
Liabilities
$0
Net assets
$1,270,344
Revenue
$30,610
Expenses
$92,268
Net income
-$61,658
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.08$0.05$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.04$0.04$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.03$0.09$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.25$0.10$0.15
2020Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.27$0.09$0.18
2019Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.12$0.09$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.14$0.10$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.04$0.08$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.04$0.09$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.06$0.08$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.06$0.04$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.05$0.09$0.04
2012Summary only. Only limited summary data is available for this year.$1.06$0.00$0.04$0.08$0.04
2011Summary only. Only limited summary data is available for this year.$1.11$0.00$0.03$0.13$0.10