William R Courtney And Valerie M Courtney Foundation

  • St Peterbsurg, FL
  • Tax exemption issued: March 2021
  • EIN: 84-4016285

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Organizations with gross receipts of less than $50,000 can file the form 990-N postcard filing, which doesn’t include financial details. All Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$94,638
Expenses
$157,221
Net Income
-$62,583
Net Assets
$1,730,742
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $9,612
10.2%
Dividends $44,837
47.4%
Sales of Assets $41,304
43.6%
Other Income -$1,115
Notable Expenses Percent of Total Expenses
Charitable Disbursements $115,746
73.6%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,732,308
Total Liabilities $1,566
Net Assets $1,730,742
Compensation
Key Employees and Officers Compensation Other
Heather J Courtney (Director) $0 $0

Document Links

990-PF
Filed on Nov. 17, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$58,506
Expenses
$99,684
Net Income
-$41,178
Net Assets
$1,787,471
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $11,106
19.0%
Dividends $38,279
65.4%
Sales of Assets $11,326
19.4%
Other Income -$2,205
Notable Expenses Percent of Total Expenses
Charitable Disbursements $63,229
63.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,792,975
Total Liabilities $5,504
Net Assets $1,787,471
Compensation
Key Employees and Officers Compensation Other
Heather J Courtney (Director) $0 $0

Document Links

990-PF
Filed on Dec. 20, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$18,683
Expenses
$180,544
Net Income
-$161,861
Net Assets
$1,843,428
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $3,924
21.0%
Dividends $38,070
> 100%
Sales of Assets -$20,113
Other Income -$3,198
Notable Expenses Percent of Total Expenses
Charitable Disbursements $145,958
80.8%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,903,744
Total Liabilities $60,316
Net Assets $1,843,428
Compensation
Key Employees and Officers Compensation Other
Heather J Courtney (Director) $0 $0

Document Links

990-PF
Filed on Nov. 14, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$132,529
Expenses
$149,451
Net Income
-$16,922
Net Assets
$1,987,748
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $3,146
2.4%
Dividends $37,824
28.5%
Sales of Assets $95,744
72.2%
Other Income -$4,185
Notable Expenses Percent of Total Expenses
Charitable Disbursements $110,994
74.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,045,848
Total Liabilities $58,100
Net Assets $1,987,748
Compensation
Key Employees and Officers Compensation Other
Heather J Courtney (Director) $0 $0

Document Links

990-PF
Filed on Nov. 14, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,102,996
Expenses
$116,911
Net Income
$1,986,085
Net Assets
$1,995,769
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $2,002,142
95.2%
Interest Revenue $1,010
0.0%
Dividends $39,281
1.9%
Sales of Assets $66,744
3.2%
Other Income -$6,181
Notable Expenses Percent of Total Expenses
Charitable Disbursements $87,064
74.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,020,769
Total Liabilities $25,000
Net Assets $1,995,769
Compensation
Key Employees and Officers Compensation Other
Heather J Courtney (Director) $0 $0

Document Links

990-PF
Filed on Nov. 1, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1
Expenses
$0
Net Income
$1
Net Assets
$1
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $0
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1
Total Liabilities $0
Net Assets $1

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains financial information from tax returns processed by the IRS since the 2012 calendar years, as well as data extracted from digital filings. IRS summary data also includes limited older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits for nonprofit organizations that spent $750,000 or more in federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Most organizations that have been recognized as tax exempt by the IRS have to file the Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file the Form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard," which does not contain financial details. Churches are not required to file Form 990.

Nonprofit Explorer has organizations that are claiming tax exemption in any of the 27 subsections of the 501(c) section of the tax code. Taxable trusts and private foundations that are required to file a form 990PF are also included.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes Employer Identification Numbers and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Contact Us

About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated