Civic Intelligence

The Amity Charitable Trust Fund

990 • Fiscal year 2020 • EIN 06-6070867

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 23, 2021

PO Box 8626New Haven, CT 06531

(203) 627-5994

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

12th percentile

-29%

Higher net margin than 12% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

67th percentile

16%

Faster asset growth than 67% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

5th percentile

-63%

Faster revenue growth than 5% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Up

$2,819,839

Up $381,641 (+16%) from 2019

Net Assets

Up

$2,819,839

Up $381,641 (+16%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$118,148

Down $197,768 (-63%) from 2019

Expenses

Up

$152,801

Up $8,318 (+5.8%) from 2019

Net Income

Down

-$34,653

Down $206,086 (-120%) from 2019

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2012: $1,249,595Liabilities 2012: $0Net Assets 2012: $1,249,5952012Assets 2013: $1,445,320Liabilities 2013: $0Net Assets 2013: $1,445,3202013Assets 2014: $1,733,794Liabilities 2014: $0Net Assets 2014: $1,733,7942014Assets 2015: $1,700,032Liabilities 2015: $0Net Assets 2015: $1,700,0322015Assets 2016: $1,783,010Liabilities 2016: $0Net Assets 2016: $1,783,0102016Assets 2017: $2,027,392Liabilities 2017: $129Net Assets 2017: $2,027,2632017Assets 2018: $2,002,611Liabilities 2018: $0Net Assets 2018: $2,002,6112018Assets 2019: $2,438,198Liabilities 2019: $0Net Assets 2019: $2,438,1982019Assets 2020: $2,819,839Liabilities 2020: $0Net Assets 2020: $2,819,8392020Assets 2021: $3,259,743Liabilities 2021: $0Net Assets 2021: $3,259,7432021Assets 2022: $2,747,079Liabilities 2022: $0Net Assets 2022: $2,747,0792022Assets 2023: $3,100,710Liabilities 2023: $0Net Assets 2023: $3,100,7102023Assets 2024: $3,446,026Liabilities 2024: $0Net Assets 2024: $3,446,0262024

Highlighted filing

2020

Assets$2,819,839
Liabilities$0
Net Assets$2,819,839

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2012: $178,805Expenses 2012: $107,698Net Income 2012: $71,1072012Revenue 2013: $241,933Expenses 2013: $111,868Net Income 2013: $130,0652013Revenue 2014: $183,639Expenses 2014: $135,916Net Income 2014: $47,7232014Revenue 2015: $192,425Expenses 2015: $146,950Net Income 2015: $45,4752015Revenue 2016: $189,115Expenses 2016: $159,451Net Income 2016: $29,6642016Revenue 2017: $205,383Expenses 2017: $130,235Net Income 2017: $75,1482017Revenue 2018: $353,866Expenses 2018: $165,373Net Income 2018: $188,4932018Revenue 2019: $315,916Expenses 2019: $144,483Net Income 2019: $171,4332019Revenue 2020: $118,148Expenses 2020: $152,801Net Income 2020: -$34,6532020Revenue 2021: $192,968Expenses 2021: $182,221Net Income 2021: $10,7472021Revenue 2022: $315,747Expenses 2022: $208,311Net Income 2022: $107,4362022Revenue 2023: $381,891Expenses 2023: $219,663Net Income 2023: $162,2282023Revenue 2024: $484,171Expenses 2024: $232,075Net Income 2024: $252,0962024

Highlighted filing

2020

Revenue$118,148
Expenses$152,801
Net Income-$34,653
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 23, 2021
Return Version
2020v4.1
Gross Receipts
$690,054
Mission and Program Overview

Mission

The amity charitable trust fund's mission is to award scholarships to college students and to disburse funds to various community and civic organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,189,390$2,637,556▲ $448,166
Savings and Temporary Cash Investments$241,535$174,854▼ $66,681
Cash and Non-Interest-Bearing Accounts$7,273$7,429▲ $156
Total Assets$2,438,198$2,819,839▲ $381,641
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$2,146,678$2,507,264▲ $360,586
Net Assets Without Donor Restrictions$291,520$312,575▲ $21,055
Total Net Assets Fund Balance$2,438,198$2,819,839▲ $381,641
Total Liabilities and Net Assets / Fund Balance$2,438,198$2,819,839▲ $381,641
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$52,854
Program Service Revenue
$0
Investment Income
$41,807
Other Revenue
$23,487
All Other Contributions
$52,854
Change in Net Assets
$-34,653

Audited Revenue Reconciliation

Revenue per Audited Statements
$99,388
Revenue Not Reported on Financial Statements
$18,760
Revenue Not Reported on Form 990
$416,294
Total Revenue per Audited Statements
$515,682
Total Revenue per Form 990
$118,148
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$102,802
Other Expenses$49,999
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$56,460--$56,460
Grants to Domestic Orgs$46,342--$46,342
Fees for Service Investment Mgmnt Fees-$18,760-$18,760
Fees for Services Accounting-$17,950-$17,950
Fees for Services Other$3,900$3,900-$7,800
Office Expenses-$2,218-$2,218
Insurance-$1,847-$1,847
Fees for Services Legal-$1,424-$1,424
Total Functional Expenses$106,702$46,099$0$152,801

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$152,801
Expenses per Audited Statements$134,041
Total Expenses per Audited Statements$134,041
Expenses Not Reported on Financial Statements$18,760
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
CHILDREN'S CENTER OF HAMDENHamden, CT-To Support the Public Charity.$9,500
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$71,280
Fundraising Direct Expenses$47,793
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$61,395$61,395-$61,395
Wine Tasting----
Total Events$71,280$71,280$47,793$23,487
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The amity charitable trust fund's administrator reviews the annual form 990 before it is filed. The 990 is available to the trustees after it is filed.

Form 990, Part VI, Section B, Line 15

The organization does not have any compensated employees.

Form 990, Part VI, Section C, Line 18

Form 990 is made available for public inspection by contacting the trust's administrator, michael maddelena, at po box 8626, new haven, ct 06531.

Form 990, Part VI, Section C, Line 19

The organization's financial statements and governing documents are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
The Amity Charitable Trust Fund
EIN
06-6070867
Phone
2036275994
Address
PO BOX 8626, NEW HAVEN, CT 06531

Signing Officer

Name
Pascal Panza
Title
President
Phone
2036275994
Signed
2021-10-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Pascal Panza
Formed
1961
Legal Domicile
Ct
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
T M Byxbee Company Pc
Address
P O BOX 187169, HAMDEN, CT 06518
Preparer
Pamela J Matocha
Phone
2032814933
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Unrealized gains 416,294.

Form 990, Part XII, Line 2C

There have been no changes in this process from the prior year.

Financial Statement Notes

PART X, LINE 2:

Management is not aware of any uncertain tax positions taken by the trust as defined in fasb accounting standards codification topic 740.

Raw XML AppendixShowing 400 of 401 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE AMITY CHARITABLE TRUST FUND'S MISSION IS TO AWARD SCHOLARSHIPS TO COLLEGE STUDENTS AND TO DISBURSE FUNDS TO VARIOUS COMMUNITY AND CIVIC ORGANIZATIONS.
IRS990/AllOtherContributionsAmt052854
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum02036275994
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 8626
IRS990/BooksInCareOfDetail/USAddress/CityNm0NEW HAVEN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd006531
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt07273
IRS990/CashNonInterestBearingGrp/EOYAmt07429
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt052854
IRS990/CYGrantsAndSimilarPaidAmt0102802
IRS990/CYInvestmentIncomeAmt041807
IRS990/CYOtherExpensesAmt049999
IRS990/CYOtherRevenueAmt023487
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-34653
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0152801
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0118148
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0SCHOLARSHIPS AWARDED - ENCOURAGES & ENABLES STUDENTS TO BEGIN THEIR COLLEGE EDUCATION
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt02146678
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt02507264
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt058602
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt017950
IRS990/FeesForServicesAccountingGrp/TotalAmt017950
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt01424
IRS990/FeesForServicesLegalGrp/TotalAmt01424
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt03900
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt03900
IRS990/FeesForServicesOtherGrp/TotalAmt07800
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt018760
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt018760
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0WILLIAM PARISI III
IRS990/Form990PartVIISectionAGrp/PersonNm1PASCAL PANZA
IRS990/Form990PartVIISectionAGrp/PersonNm2ROBERT PISCITELLI
IRS990/Form990PartVIISectionAGrp/PersonNm3PRISCO PANZA
IRS990/Form990PartVIISectionAGrp/PersonNm4JOSEPH PALMUCCI
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01961
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt047793
IRS990/FundraisingGrossIncomeAmt071280
IRS990/GainOrLossGrp/SecuritiesAmt0-7226
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantAmt056460
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt056460
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt056460
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt046342
IRS990/GrantsToDomesticOrgsGrp/TotalAmt046342
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0516887
IRS990/GrossReceiptsAmt0690054
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt01847
IRS990/InsuranceGrp/TotalAmt01847
IRS990/InvestmentIncomeGrp/ExclusionAmt049033
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt049033
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02189390
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02637556
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0524113
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE AMITY CHARITABLE TRUST FUND'S MISSION IS TO AWARD SCHOLARSHIPS TO COLLEGE STUDENTS AND TO DISBURSE FUNDS TO VARIOUS COMMUNITY AND CIVIC ORGANIZATIONS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02438198
IRS990/NetAssetsOrFundBalancesEOYAmt02819839
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-7226
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-7226
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt023487
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt023487
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0291520
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0312575
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02218
IRS990/OfficeExpensesGrp/TotalAmt02218
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0416294
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0PASCAL PANZA
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0WORTHY PROJECTS - GRANTS MADE TO VARIOUS COMMUNITY CHARITABLE AND CIVIC ORGANIZATIONS IN FURTHERANCE OF THEIR EXEMPT ACTIVITIES
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt048100
IRS990/ProgSrvcAccomActy2Grp/GrantAmt046342
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0114195
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt098613
IRS990/PYInvestmentIncomeAmt0125213
IRS990/PYOtherExpensesAmt045870
IRS990/PYOtherRevenueAmt076508
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0171433
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0144483
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0315916
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-34653
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0241535
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0174854
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt052854
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0114195
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0131633
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt073601
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt079977
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0452260
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt049033
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt049019
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt050249
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt039638
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt036457
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0224396
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt049033
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt049019
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt050249
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt039638
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt036457
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0224396
IRS990ScheduleA/InvestmentIncomeCYPct00.33160
IRS990ScheduleA/InvestmentIncomePYPct00.31060
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.66840
IRS990ScheduleA/PublicSupportPY509Pct00.68940
IRS990ScheduleA/PublicSupportTotal509Amt0452260
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt052854
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0114195
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0131633
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt073601
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt079977
IRS990ScheduleA/Total509Grp/TotalAmt0452260
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0101887
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0163214
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0181882
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0113239
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0116434
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0676656
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt018760
IRS990ScheduleD/ExpensesSubtotalAmt0134041
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt018760
IRS990ScheduleD/InvestmentExpensesNotIncldAmt018760
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0416294
IRS990ScheduleD/RevenueNotReportedAmt0416294
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt018760
IRS990ScheduleD/RevenueSubtotalAmt099388
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT IS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS TAKEN BY THE TRUST AS DEFINED IN FASB ACCOUNTING STANDARDS CODIFICATION TOPIC 740.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0152801
IRS990ScheduleD/TotalRevenuePerForm990Amt0118148
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0515682
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0134041
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt047793
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0WINE TASTING
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt061395
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt09885
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt071280
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt061395
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt09885
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt071280
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt023487
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt024385
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt024385
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt023408
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt023408
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt056460
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0COLLEGE SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt037
IRS990ScheduleI/RecipientTable/CashGrantAmt09500
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO SUPPORT THE PUBLIC CHARITY.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CHILDREN'S CENTER OF HAMDEN
IRS990ScheduleI/RecipientTable/RecipientEIN0061580427
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01400 WHITNEY AVENUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0HAMDEN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CT
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd006517
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE SCHOLARSHIP COMMITTEE REVIEWS THE LIST OF QUALIFIED SCHOLARSHIP CANDIDATES AND DETERMINES THE SELECTION OF AWARD RECIPIENTS BASED UPON SUCH FACTORS AS SAT SCORES, GPA, HIGH SCHOOL RANK, AND COLLEGE AND CAREER ASPIRATIONS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE AMITY CHARITABLE TRUST FUND'S ADMINISTRATOR REVIEWS THE ANNUAL FORM 990 BEFORE IT IS FILED. THE 990 IS AVAILABLE TO THE TRUSTEES AFTER IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DOES NOT HAVE ANY COMPENSATED EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 IS MADE AVAILABLE FOR PUBLIC INSPECTION BY CONTACTING THE TRUST'S ADMINISTRATOR, MICHAEL MADDELENA, AT PO BOX 8626, NEW HAVEN, CT 06531.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UNREALIZED GAINS 416,294.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THERE HAVE BEEN NO CHANGES IN THIS PROCESS FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CT
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02438198
IRS990/TotalAssetsEOYAmt02819839
IRS990/TotalAssetsGrp/BOYAmt02438198
IRS990/TotalAssetsGrp/EOYAmt02819839
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt052854
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt046099
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0106702
IRS990/TotalFunctionalExpensesGrp/TotalAmt0152801
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02438198
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02819839
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0106702
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt065294
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0118148
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02438198
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02819839
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 8626
IRS990/USAddress/CityNm0NEW HAVEN
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd006531
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PASCAL PANZA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02036275994
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE AMITY CHARITABLE TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0AMIT
ReturnHeader/Filer/EIN0066070867
ReturnHeader/Filer/PhoneNum02036275994
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 8626
ReturnHeader/Filer/USAddress/CityNm0NEW HAVEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006531
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061386456
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0T M BYXBEE COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0P O BOX 187169
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HAMDEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006518
ReturnHeader/PreparerPersonGrp/PhoneNum02032814933
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAMELA J MATOCHA
ReturnHeader/ReturnTs02021-10-27T09:30:53-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PASCAL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PANZA
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.45$0.48$0.23$0.25
2023Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.38$0.22$0.16
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.75$0.00$2.75$0.32$0.21$0.11
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.26$0.00$3.26$0.19$0.18$0.01
2020Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$0.12$0.15$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.44$0.00$2.44$0.32$0.14$0.17
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.00$0.00$2.00$0.35$0.17$0.19
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.03$0.00$2.03$0.21$0.13$0.08
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.78$0.00$1.78$0.19$0.16$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.19$0.15$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.18$0.14$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.45$0.00$1.45$0.24$0.11$0.13
2012Summary only. Only limited summary data is available for this year.$1.25$0.00$1.25$0.18$0.11$0.07
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • $1M-$5M nonprofits