Civic Intelligence

Francis J & Elizabeth Brisson Macksey Charitable Trust

990PF • Fiscal year 2017 • EIN 01-6180488

Mar 01, 2016 to Feb 28, 2017 • Filed on Jul 14, 2017

Organization Profile
C/O Richard Runyon 185 N Broad StNorwich, NY 13815

(607) 336-5927

Siviq Scores

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

Liabilities / Assets

84th percentile

0.00x

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

2017 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

84th percentile

0.00x

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

2017 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2017

Net Margin

23rd percentile

-54%

Higher net margin than 23% of similar nonprofits.

2017 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

86th percentile

$4,777

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 4.4% of source-year revenue.

2017 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2017

Asset Growth

27th percentile

-2.5%

Faster asset growth than 27% of similar nonprofits.

2017 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

33rd percentile

-9.4%

Faster revenue growth than 33% of similar nonprofits.

2017 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets84th percentile

Assets

Down

$2,294,010

Down $58,801 (-2.5%) from 2016

Net Assets

Down

$2,294,010

Down $58,801 (-2.5%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin23rd percentile

Revenue

Down

$109,488

Down $11,327 (-9.4%) from 2016

Expenses

Down

$168,289

Down $7,208 (-4.1%) from 2016

Net Income

Down

-$58,801

Down $4,119 (-7.5%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,524,772Liabilities 2011: $0Net Assets 2011: $2,524,7722011Assets 2012: $2,543,493Liabilities 2012: $0Net Assets 2012: $2,543,4932012Assets 2013: $2,473,506Liabilities 2013: $0Net Assets 2013: $2,473,5062013Assets 2014: $2,427,314Liabilities 2014: $0Net Assets 2014: $2,427,3142014Assets 2015: $2,407,493Liabilities 2015: $0Net Assets 2015: $2,407,4932015Assets 2016: $2,352,811Liabilities 2016: $0Net Assets 2016: $2,352,8112016Assets 2017: $2,294,010Liabilities 2017: $0Net Assets 2017: $2,294,0102017Assets 2018: $2,246,693Liabilities 2018: $0Net Assets 2018: $2,246,6932018Assets 2019: $2,279,759Liabilities 2019: $0Net Assets 2019: $2,279,7592019Assets 2020: $2,286,195Liabilities 2020: $0Net Assets 2020: $2,286,1952020Assets 2021: $2,296,546Liabilities 2021: $0Net Assets 2021: $2,296,5462021Assets 2022: $2,381,186Liabilities 2022: $0Net Assets 2022: $2,381,1862022Assets 2023: $2,346,826Liabilities 2023: $0Net Assets 2023: $2,346,8262023Assets 2024: $2,337,327Liabilities 2024: $0Net Assets 2024: $2,337,3272024Assets 2025: $2,397,433Liabilities 2025: $0Net Assets 2025: $2,397,4332025

Highlighted filing

2017

Assets$2,294,010
Liabilities$0
Net Assets$2,294,010
Open 2017 Filing

Operations Trend

Revenue Growth33rd percentile

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

$300K$200K$100K$0-$100KExpenses 2011: $140,9762011Expenses 2012: $129,2262012Revenue 2013: $101,109Expenses 2013: $152,809Net Income 2013: -$51,7002013Revenue 2014: $119,086Expenses 2014: $165,278Net Income 2014: -$46,1922014Revenue 2015: $150,092Expenses 2015: $169,913Net Income 2015: -$19,8212015Revenue 2016: $120,815Expenses 2016: $175,497Net Income 2016: -$54,6822016Revenue 2017: $109,488Expenses 2017: $168,289Net Income 2017: -$58,8012017Revenue 2018: $133,335Expenses 2018: $183,309Net Income 2018: -$49,9742018Revenue 2019: $204,545Expenses 2019: $171,061Net Income 2019: $33,4842019Revenue 2020: $195,075Expenses 2020: $188,639Net Income 2020: $6,4362020Revenue 2021: $204,207Expenses 2021: $193,695Net Income 2021: $10,5122021Revenue 2022: $289,765Expenses 2022: $205,125Net Income 2022: $84,6402022Revenue 2023: $155,891Expenses 2023: $190,251Net Income 2023: -$34,3602023Revenue 2024: $164,654Expenses 2024: $174,153Net Income 2024: -$9,4992024Revenue 2025: $241,865Expenses 2025: $181,759Net Income 2025: $60,1062025

Highlighted filing

2017

Revenue$109,488
Expenses$168,289
Net Income-$58,801
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2016 to Feb 28, 2017
Signed
Jul 14, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD M RUNYONCo-Trustee-$4,777-$4,777
THOMAS C EMERSONCo-Trustee-$4,777-$4,777
Filing and Contact Details

Filer

Filer Name
Francis J & Elizabeth Brisson Macksey
EIN
01-6180488
Phone
6073365927
Address
C/O RICHARD RUNYON 185 N BROAD ST, NORWICH, NY 13815

Signing Officer

Name
Richard M Runyon
Title
Co-TRUSTEE
Signed
2017-07-14
Discuss with paid preparer
Yes

Preparer

Firm
Piaker & Lyons PC
Address
PO Box 190 5862 County Rd 32, Norwich, NY 13815
Preparer
Roy E Fuller CPA
Phone
6073368908
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt013993
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt013993
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblAmt022
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt022
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01055
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01797
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0147722
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt019825
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0168289
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0109488
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0109488
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt06389
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt019825
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt026956
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12016-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt016823
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1309088
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0522
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt129068
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0522
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt129068
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt017345
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1338156
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt029590
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0522
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-58801
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02294010
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02352811
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02294010
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0129922
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0129922
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0129922
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0130819
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0897
IRS990PF/DistributableAmountGrp/TotalTaxAmt0897
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt08
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0742
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0897
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0897
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0897
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0163
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0742
IRS990PF/FMVAssetsEOYAmt02715854
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt02352811
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt02294010
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt074984
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt074984
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt080455
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02047571
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01989297
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02398359
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt085738
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt071961
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt073931
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt052044
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt065294
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt065294
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02352811
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02294010
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02715854
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02352811
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02294010
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02352811
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02294010
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt092474
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt092474
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt097815
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02656229
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0103319
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02552910
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt039843
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0130819
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02616386
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02656229
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt04777
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt14777
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0RICHARD M RUNYON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1THOMAS C EMERSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Co-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Co-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0185 NORTH BROAD ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt135 WEST MAIN STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NORWICH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1NORWICH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd013815
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd113815
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0138475
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0139372
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0154174
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0148900
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0145541
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0133001
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0121646
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.052926
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.05887
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.05470
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.05621
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.04862
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.04623
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0897
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02616386
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02618752
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02722252
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02589290
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02735347
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02631431
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0147722
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.264630
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0146825
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0147722
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0897
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0147722
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0185 NORTH BROAD ST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NORWICH

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,294,010
Liabilities
$0
Net assets
$2,294,010
Revenue
$109,488
Expenses
$168,289
Net income
-$58,801
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$0.24$0.18$0.06
2024Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.16$0.17$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$0.16$0.19$0.03
2022Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.29$0.21$0.08
2021Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.20$0.19$0.01
2020Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.29$0.00$2.29$0.20$0.19$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.28$0.00$2.28$0.20$0.17$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.25$0.00$2.25$0.13$0.18$0.05
2017Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.11$0.17$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.35$0.00$2.35$0.12$0.18$0.05
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.41$0.00$2.41$0.15$0.17$0.02
2014Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.12$0.17$0.05
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.47$0.00$2.47$0.10$0.15$0.05
2012Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.13
2011Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.14