Civic Intelligence

Ronald & Ann Williams Charitable Foundation C/O Richard Newton

990T • Fiscal year 2021 • EIN 91-2154616

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 18, 2022

Organization Profile
200 Brannan St Apt 143San Francisco, CA 94107

(650) 465-6666

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.

$100M$50M$0Assets 2011: $28,277,463Liabilities 2011: $02011Assets 2012: $28,437,775Liabilities 2012: $02012Assets 2013: $28,776,408Liabilities 2013: $0Net Assets 2013: $28,776,4082013Assets 2014: $29,273,972Liabilities 2014: $02014Assets 2015: $29,572,977Liabilities 2015: $0Net Assets 2015: $29,572,9772015Assets 2016: $60,904,149Liabilities 2016: $416,390Net Assets 2016: $60,487,7592016Assets 2017: $78,029,319Liabilities 2017: $493,035Net Assets 2017: $77,536,2842017Assets 2018: $75,978,876Liabilities 2018: $441,632Net Assets 2018: $75,537,2442018Assets 2019: $83,508,402Liabilities 2019: $661,906Net Assets 2019: $82,846,4962019Assets 2020: $84,399,197Liabilities 2020: $693,988Net Assets 2020: $83,705,2092020Assets 2021: $94,441,052Liabilities 2021: $2,369,939Net Assets 2021: $92,071,1132021Assets 2022: $80,639,740Liabilities 2022: $2,580,822Net Assets 2022: $78,058,9182022Assets 2023: $87,319,604Liabilities 2023: $5,315,1622023Assets 2024: $85,991,671Liabilities 2024: $945,746Net Assets 2024: $85,045,9252024

Latest loaded filing

2024

Assets$85,991,671
Liabilities$945,746
Net Assets$85,045,925
Open 2024 Filing

Operations Trend

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

$30M$20M$10M$0-$10MRevenue 2011: $2,566,892Expenses 2011: $2,049,176Net Income 2011: $517,7162011Revenue 2012: $2,550,248Expenses 2012: $2,089,984Net Income 2012: $460,2642012Revenue 2013: $3,007,798Expenses 2013: $2,577,508Net Income 2013: $430,2902013Revenue 2014: $3,215,647Expenses 2014: $2,718,083Net Income 2014: $497,5642014Revenue 2015: $3,220,954Expenses 2015: $2,921,949Net Income 2015: $299,0052015Revenue 2016: $18,194,365Expenses 2016: $2,937,830Net Income 2016: $15,256,5352016Revenue 2017: $18,067,694Expenses 2017: $2,970,043Net Income 2017: $15,097,6512017Revenue 2018: $5,969,564Expenses 2018: $3,189,616Net Income 2018: $2,779,9482018Revenue 2019: $6,573,550Expenses 2019: $4,518,380Net Income 2019: $2,055,1702019Revenue 2020: $4,041,910Expenses 2020: $5,278,194Net Income 2020: -$1,236,2842020Revenue 2021: $23,018,732Expenses 2021: $5,273,641Net Income 2021: $17,745,0912021Revenue 2022: $6,596,729Expenses 2022: $5,518,584Net Income 2022: $1,078,1452022Revenue 2023: $6,023,725Expenses 2023: $4,512,355Net Income 2023: $1,511,3702023Revenue 2024: $10,536,635Expenses 2024: $6,219,795Net Income 2024: $4,316,8402024

Latest loaded filing

2024

Revenue$10,536,635
Expenses$6,219,795
Net Income$4,316,840
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 18, 2022
Return Version
2021v4.3
Filing and Contact Details

Filer

Filer Name
Ronald & Ann Williams Charitable
EIN
91-2154616
Phone
6504656666
Address
200 BRANNAN ST APT 143, SAN FRANCISCO, CA 94107

Signing Officer

Name
Andrew Robin
Title
Secretary & Director
Phone
6502690887
Signed
2022-11-18
Discuss with paid preparer
Yes

Preparer

Firm
Wheeler Accountants Llp
Address
1475 SARATOGA AVE STE 100, SAN JOSE, CA 95129-4951
Preparer
Michael J Bryant CPA
Phone
4082521800
Raw XML Appendix74 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/AddressChangeInd0X
IRS990T/BooksInCareOfDetail/PersonNm0ANDREW ROBIN
IRS990T/BooksInCareOfDetail/PhoneNum06504656666
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0200 BRANNAN ST APT 143
IRS990T/BooksInCareOfDetail/USAddress/CityNm0SAN FRANCISCO
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd094107
IRS990T/BookValueAssetsEOYAmt094441052
IRS990T/ChangeInMethodOfAccountingInd0false
IRS990T/EstimatedTaxPaymentsAmt0200000
IRS990T/ExtsnRequestIncomeTaxPaidAmt02997250
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form2220AttachedInd0X
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/NetOperatingLossDeductionAmt00
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/AppliedToESTaxAmt0210
IRS990T/OverpaymentSection/OverpaymentAmt0210
IRS990TScheduleA/OtherIncomeAmt015225000
IRS990TScheduleA/PrincipalBusinessActivityCd0531190
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt015225000
IRS990TScheduleA/TotUnrltTrdBusIncmAmt015225000
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0UNRELATED BUSINESS ACTIVITY
IRS990TScheduleA/UBIBeforeNOLDedAmt015225000
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt015225000
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableCorporationAmt03197040
IRS990T/TaxableTrustAmt00
IRS990T/TaxLessCreditsAmt03197040
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt03197250
IRS990T/TotalTaxAmt03197040
IRS990T/TotalTaxComputationAmt03197040
IRS990T/TotalUBTIAmt015224000
IRS990T/TotalUBTIBeforeNOLSpecificAmt015225000
IRS990T/TotalUBTIBeforeSection199AAmt015225000
IRS990T/TotalUBTIComputedAmt015225000
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDREW ROBIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY & DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06502690887
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RONALD & ANN WILLIAMS CHARITABLE
ReturnHeader/Filer/BusinessNameControlTxt0RONA
ReturnHeader/Filer/EIN0912154616
ReturnHeader/Filer/PhoneNum06504656666
ReturnHeader/Filer/USAddress/AddressLine1Txt0200 BRANNAN ST APT 143
ReturnHeader/Filer/USAddress/CityNm0SAN FRANCISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094107
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261508234
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WHEELER ACCOUNTANTS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01475 SARATOGA AVE STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN JOSE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0951294951
ReturnHeader/PreparerPersonGrp/PhoneNum04082521800
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL J BRYANT CPA
ReturnHeader/ReturnTs02022-11-18T19:12:34-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ANDREW
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ROBIN
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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
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Revenue
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Expenses
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Net income
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Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$86.0$0.95$85.0$10.5$6.22$4.32
2023Summary only. Only limited summary data is available for this year.$87.3$5.32$6.02$4.51$1.51
2022Detailed filing. Detailed filing data is available for this year.$80.6$2.58$78.1$6.60$5.52$1.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$94.4$2.37$92.1$23.0$5.27$17.7
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.$84.4$0.69$83.7$4.04$5.28$1.24
2019Detailed filing. Detailed filing data is available for this year.$83.5$0.66$82.8$6.57$4.52$2.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$76.0$0.44$75.5$5.97$3.19$2.78
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$78.0$0.49$77.5$18.1$2.97$15.1
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$60.9$0.42$60.5$18.2$2.94$15.3
2015Detailed filing. Detailed filing data is available for this year.$29.6$0.00$29.6$3.22$2.92$0.30
2014Summary only. Only limited summary data is available for this year.$29.3$0.00$3.22$2.72$0.50
2013Detailed filing. Detailed filing data is available for this year.$28.8$0.00$28.8$3.01$2.58$0.43
2012Summary only. Only limited summary data is available for this year.$28.4$0.00$2.55$2.09$0.46
2011Summary only. Only limited summary data is available for this year.$28.3$0.00$2.57$2.05$0.52