Civic Intelligence

Elizabeth Raymond Ambler Trust

990PF • Fiscal year 2017 • EIN 06-6473263

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

Organization Profile
PO Box 7266Wilton, CT 06897-7266

(646) 503-2606

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Net Margin

5th percentile

-93%

Higher net margin than 5% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

33rd percentile

$36,053

Higher top officer pay than 33% of similar nonprofits.

Top officer pay equals 14.6% of source-year revenue.

2017 filings • $5M-$10M nonprofits • Source year 2017

Asset Growth

19th percentile

-3.6%

Faster asset growth than 19% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$6,226,576

Down $229,866 (-3.6%) from 2016

Net Assets

Down

$6,226,576

Down $229,866 (-3.6%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin5th percentile

Revenue

Up

$246,560

Up $309,200 (+494%) from 2016

Expenses

Down

$476,426

Down $50,290 (-9.5%) from 2016

Net Income

Up

-$229,866

Up $359,490 (+61%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $7,270,307Liabilities 2010: $0Net Assets 2010: $7,270,3072010Assets 2011: $7,241,958Liabilities 2011: $0Net Assets 2011: $7,241,9582011Assets 2012: $6,944,446Liabilities 2012: $0Net Assets 2012: $6,944,4462012Assets 2013: $6,836,268Liabilities 2013: $02013Assets 2014: $7,383,657Liabilities 2014: $1Net Assets 2014: $7,383,6572014Assets 2015: $7,045,798Liabilities 2015: $1Net Assets 2015: $7,045,7982015Assets 2016: $6,456,442Liabilities 2016: $0Net Assets 2016: $6,456,4422016Assets 2017: $6,226,576Liabilities 2017: $0Net Assets 2017: $6,226,5762017Assets 2019: $5,953,824Liabilities 2019: $1Net Assets 2019: $5,953,8242019Assets 2020: $5,586,876Liabilities 2020: $1Net Assets 2020: $5,586,8762020Assets 2021: $5,469,946Liabilities 2021: $1Net Assets 2021: $5,469,9462021Assets 2022: $5,135,143Liabilities 2022: $1Net Assets 2022: $5,135,1432022Assets 2023: $4,869,788Liabilities 2023: $12023Assets 2024: $4,719,171Liabilities 2024: $0Net Assets 2024: $4,719,1712024

Highlighted filing

2017

Assets$6,226,576
Liabilities$0
Net Assets$6,226,576
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500K-$1.0MExpenses 2010: $659,9392010Expenses 2011: $478,8602011Expenses 2012: $583,5632012Revenue 2013: $350,510Expenses 2013: $458,688Net Income 2013: -$108,1782013Revenue 2014: $1,063,401Expenses 2014: $516,011Net Income 2014: $547,3902014Revenue 2015: $255,944Expenses 2015: $593,803Net Income 2015: -$337,8592015Revenue 2016: -$62,640Expenses 2016: $526,716Net Income 2016: -$589,3562016Revenue 2017: $246,560Expenses 2017: $476,426Net Income 2017: -$229,8662017Revenue 2019: $305,334Expenses 2019: $460,098Net Income 2019: -$154,7642019Revenue 2020: $331,200Expenses 2020: $698,148Net Income 2020: -$366,9482020Revenue 2021: $519,756Expenses 2021: $636,686Net Income 2021: -$116,9302021Revenue 2022: $274,101Expenses 2022: $608,904Net Income 2022: -$334,8032022Revenue 2023: $327,972Expenses 2023: $593,327Net Income 2023: -$265,3552023Revenue 2024: $372,911Expenses 2024: $523,528Net Income 2024: -$150,6172024

Highlighted filing

2017

Revenue$246,560
Expenses$476,426
Net Income-$229,866
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Reverend William L SachsTrusteePT$36,053-$36,053
Dr David F CluneTrusteePT$36,053-$36,053
David K CluneTrusteePT$36,053-$36,053
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantAmbler FarmRestoration of the farmhouse, phase IIINon-profitWilton, CT, US$70,000
Paid GrantCommunity Nursery SchoolFamilies without funds for preschoolNon-profitWilton, CT, US$8,600
Paid GrantDomestic Violence Crisis CenterFamily Justice Project-victims of intimate partner violenceNon-profitStamford, CT, US$7,500
Paid GrantPerson to PersonEmergency assistance-low income families in lower Fairfield CountyNon-profitDarien, CT, US$7,500
Paid Grant-Scholarship - George Washington UniversityN/ABrooklyn, NY, US$7,000
Paid Grant-Scholarship - George Washington UniversityN/ABrooklyn, NY, US$7,000
Paid GrantA Better Chance of Wilton IncTrip to Arlington Cemetary-put wreaths on headstonesNon-profitWilton, CT, US$5,521
Paid GrantWilton Candlelight Concerts IncHoliday ConcertsNon-profitWilton, CT, US$5,000
Paid GrantHuman Services Council IncChildren & families subjected to abuseNon-profitNorwalk, CT, US$5,000
Paid GrantEarthplace - Harbor WatchWater quality monitoringNon-profitWestport, CT, US$5,000
Paid GrantWoodcock Nature CenterEnhancing the visitor experienceNon-profitWilton, CT, US$5,000
Paid GrantCenter for Interfaith ReconciliationFunding SpeakersNon-profitRichmond, VA, US$5,000
Paid GrantVirginia Theological SeminarySecond three years program for recent seminary graduatesNon-profitAlexandria, VA, US$5,000
Paid Grant-Scholarship - University of NHN/AWilton, CT, US$5,000
Paid GrantKeystone House IncTransportation for Recovery-Vehicle Purchase and 1 Year InsuranceNon-profitNorwalk, CT, US$5,000
Paid GrantGlobal Aids Interfaith AllianceOrphan Care and Education ProjectNon-profitSan Rafael, CA, US$5,000
Paid Grant-Scholarship - University of New HampshireN/AWilton, CT, US$5,000
Paid Grant-Scholarship - Univ of New HampshireN/AWilton, CT, US$5,000
Paid GrantBethel Historical SocietyMuseum in the Streets-School children, residents and visitors to BethelNon-profitBethel, CT, US$4,600
Paid GrantFriends of Weir FarmVistors of Weir FarmNon-profitWilton, CT, US$4,500
Paid Grant-Scholarship - George Washington UniversityN/AWilton, CT, US$4,000
Paid Grant-Scholarship - University of CTN/AWilton, CT, US$4,000
Paid Grant-Scholarship - Eastern Carolina UniversityN/ANorwalk, CT, US$4,000
Paid Grant-Scholarship - Wagner CollegeN/ANorwalk, CT, US$4,000
Paid Grant-Scholarship - Norwalk Community CollegeN/ANorwalk, CT, US$4,000
Paid GrantDomus Kids IncLions Den-out of school programLion's Den Out of School Time ProgramNon-profitStamford, CT, US$4,000
Paid Grant-Scholarship - Marymount CollegeN/ANorwalk, CT, US$4,000
Paid Grant-Scholarship - Marymount CollegeN/ANorwalk, CT, US$4,000
Paid Grant-Scholarship - University of MA-AmherstN/AWilton, CT, US$4,000
Paid Grant-Scholarship - University of CTN/ANorwalk, CT, US$4,000
Paid Grant-Scholarship - University of CTN/AWilton, CT, US$4,000
Paid Grant-Scholarship - Wagner CollegeN/ANorwalk, CT, US$4,000
Paid Grant-Scholarship - George Washington UniversityN/AWilton, CT, US$4,000
Paid Grant-Scholarship - East Carolina UniversityN/ANorwalk, CT, US$4,000
Paid Grant-Scholarship - Univ of ConnecticutN/ANorwalk, CT, US$4,000
Paid Grant-Scholarship - Connecticut CollegeN/ANorwalk, CT, US$3,500
Paid GrantFamily Rentry IncYouth program-Youth impacted by parental incarcerationNon-profitBridgeport, CT, US$3,000
Paid GrantFamily & Children's AgencyASPIRE after school programNon-profitNorwalk, CT, US$3,000
Paid Grant-Scholarship - American UniversityN/ANorwalk, CT, US$3,000
Paid Grant-Scholarship - American UniversityN/ANorwalk, CT, US$3,000
Paid GrantKEYS-Kids Empowered by SupportMusic for LifeNon-profitNew Canaan, CT, US$3,000
Paid Grant-Scholarship - American UniversityN/ANorwalk, CT, US$3,000
Paid GrantWilton Historical SocietyDr. Seuss ExhibitNon-profitWilton, CT, US$2,500
Paid Grant-Scholarship - Franklin & Marshall CollegeN/AWilton, CT, US$2,500
Paid GrantCovenant to Care for ChildrenBasic, essential goods for childrenNon-profitHartford, CT, US$2,500
Paid GrantNorwalk Grassroots Tennis & Education IncNGTE Summer Education & Enrichment CampNon-profitNorwalk, CT, US$2,500
Paid GrantOperation FuelEmergency energy assistanceNon-profitHartford, CT, US$2,500
Paid GrantOperation Hope of Fairfield IncShelter for men, women and childrenNon-profitFairfield, CT, US$2,500
Paid GrantWilton Land Conservation TrustStewardship of a Sensitive Pollinator HabitatNon-profitWilton, CT, US$2,000
Paid Grant-Scholarship - Quinnipiac CollegeN/ANorwalk, CT, US$2,000
Paid Grant-Scholarship - Keene State CollegeN/ANorwalk, CT, US$2,000
Paid Grant-Scholarship - NY UniversityN/ANorwalk, CT, US$2,000
Paid Grant-Scholarship - Roger Williams UniverstiyN/ANew York, NY, US$2,000
Paid Grant-Scholarship - Western CT State UniversityN/ANorwalk, CT, US$2,000
Paid Grant-Scholarship - Amherst CollegeN/ARockaway Beach, NY, US$2,000
Paid Grant-Scholarship - University of BridgeportN/ANorwalk, CT, US$2,000
Paid GrantNorwalk Youth SymphonyNYS Scholarship FundNon-profitNorwalk, CT, US$2,000
Paid Grant-Scholarship - Keene State UniversityN/ANorwalk, CT, US$2,000
Paid Grant-Scholarship - Western CT State UniversityN/ANorwalk, CT, US$2,000
Paid GrantNeighborhood Studios of Fairfield CountyChildren with special needs-arts education programNon-profitBridgeport, CT, US$1,500
Paid Grant-Scholarship - University of CTN/ANorwalk, CT, US$1,500
Paid Grant-Scholarship - Norwich UniversityN/ANorwalk, CT, US$1,500
Paid Grant-Scholarship - American UniversityN/AWilton, CT, US$1,500
Paid Grant-Scholarship - Univ of ConnecticutN/ANorwalk, CT, US$1,500
Paid GrantTown of Wilton Parks and RecScholarship - Jon DerkwahN/AWilton, CT, US$950
Paid Grant-Rusty Hurd ScholarshipN/AWilton, CT, US$500
Paid Grant-Rusty Hurd ScholarshipN/AWilton, CT, US$500
Paid Grant-Rusty Hurd ScholarshipN/AWilton, CT, US$500
Filing and Contact Details

Filer

Filer Name
Elizabeth Raymond Ambler Trust
EIN
06-6473263
Phone
6465032606
Address
PO Box 7266, Wilton, CT 06897-7266

Signing Officer

Name
William Sachs
Title
Trustee
Phone
6465032606
Signed
2018-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Capossela Cohen LLC
Address
368 Center Street, Southport, CT 06890
Preparer
Nathaniel S Yordon CPA
Phone
2032547000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46170sh Dassault Systems
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47167sh Sap Se
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48508sh Taiwan Semiconductor
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49737sh Air Liquide
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50470sh Fuchs Petrolub
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5165sh Kubota Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52340sh Symrise Ag
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53107sh Tenaris Sa
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54201sh Grupo Financiero Banorte
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5555sh Hdfc Bank Ltd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56315sh Infineon Technologies
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5790sh Weibo Corp
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt00
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt10
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt01720000
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt150000
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt0Land - 333 Hurlbutt Road Wilton, CT
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt1Land - 6 Acres
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt01720000
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt150000
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt060370
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt059458
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt0125753
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt0979
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0246560
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0246560
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02463
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02464
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04927
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt059458
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt081120
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt027039
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0108159
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0305671
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0305671
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt060370
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt060370
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-229866
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt0125753
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt0125753
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0471220
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt01229
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt01229
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt059458
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0199184
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0125753
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt010862
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt01207
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt012069
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt02334
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01001
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt03335
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0979
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0979
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt021600
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt07064
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt028664
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt07372
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt012372
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0424050
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt047376
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0476426
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0246560
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0246560
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0118379
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt047376
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0170755
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt044204
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1320826
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt229138
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt317594
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01551
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11996
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt22617
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3957
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt452337
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01551
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11996
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt22617
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3957
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt452337
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt045755
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1322822
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt231755
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt318551
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt452337
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Davenport & Co LLC #8206-8959
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Davenport & Co LLC #8206-8959
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Davenport & Co LLC #5512-6048
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3Davenport & Co LLC #5512-6048
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4Capital Gains Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt059458
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-229866
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt06226576
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt06456442
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt06226576
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0356930
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0356930
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0356930
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0360914
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03984
IRS990PF/DistributableAmountGrp/TotalTaxAmt03984
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0717
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt04701
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03984
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0717
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03984
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03984
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt04701
IRS990PF/FMVAssetsEOYAmt07465635
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt07675503
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt07675503
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt054762
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0113696
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0113696
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt04309428
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt04025763
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt04519761
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt01770000
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt07344
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt07344
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt01770000
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt01770000
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt02515061
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt03025
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt02915
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt02915
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-1219061
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-1448927
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0319227
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0314202
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0314202
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt06456442
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt06226576
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt07465635
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt06456442
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt06226576
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt06456442
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt06226576
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt07328208
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0254631
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04558516
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0109923
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt02515061
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0360914
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt07218285
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt050000
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt07328208
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt036053
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt136053
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt236053
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Reverend William L Sachs
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Dr David F Clune
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2David K Clune
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt06000 Grove Avenue
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt144 Middlebrook Farm Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt287 Ridgefield Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Richmond
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Wilton
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Wilton
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd023226
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd106897
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd206897
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0441023
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0443015
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0460908
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0490159
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0446540
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0355429
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0480999
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.061098
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.065314
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.067697
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.058634
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.047780
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.066067
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01992
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt07218285
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt07056786
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt07240491
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt07615782
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt07438850

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$6,226,576
Liabilities
$0
Net assets
$6,226,576
Revenue
$246,560
Expenses
$476,426
Net income
-$229,866
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.72$0.00$4.72$0.37$0.52$0.15
2023Detailed filing. Detailed filing data is available for this year.$4.87$0.00$0.33$0.59$0.27
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.14$0.00$5.14$0.27$0.61$0.33
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.47$0.00$5.47$0.52$0.64$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.59$0.00$5.59$0.33$0.70$0.37
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.95$0.00$5.95$0.31$0.46$0.15
2018Import issue. A filing source exists for this year, but detailed import did not complete cleanly.
2017Detailed filing. Detailed filing data is available for this year.$6.23$0.00$6.23$0.25$0.48$0.23
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.46$0.00$6.46$0.06$0.53$0.59
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.05$0.00$7.05$0.26$0.59$0.34
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$7.38$0.00$7.38$1.06$0.52$0.55
2013Summary only. Only limited summary data is available for this year.$6.84$0.00$0.35$0.46$0.11
2012Detailed filing. Detailed filing data is available for this year.$6.94$0.00$6.94$0.58
2011Detailed filing. Detailed filing data is available for this year.$7.24$0.00$7.24$0.48
2010Detailed filing. Detailed filing data is available for this year.$7.27$0.00$7.27$0.66