Civic Intelligence

A H Currie-Bell Tuw 15110-1120003761

EIN 11-6048270 • 4947(a)1 • New Orleans, LA

Profile

The purpose of the a h currie-bell tuw is to provide support to the southold historical society.

701 Poydras Street Ste 3100New Orleans, LA 70139-7727

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

15th percentile

-27%

Higher net margin than 15% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

62nd percentile

$7,334

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 34.0% of source-year revenue.

$500k-$1M nonprofits • Source year 2024

Asset Growth

38th percentile

-1.1%

Faster asset growth than 38% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

75th percentile

38%

Faster revenue growth than 75% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Down

$511,675

Down $5,769 (-1.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$511,675

Down $5,769 (-1.1%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin15th percentile

Revenue

Up

$21,591

Up $5,941 (+38%) from 2023

Expenses

Down

$27,387

Down $133 (-0.5%) from 2023

Net Income

Up

-$5,796

Up $6,074 (+51%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth38th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2021: $539,764Liabilities 2021: $0Net Assets 2021: $539,7642021Assets 2022: $529,370Liabilities 2022: $0Net Assets 2022: $529,3702022Assets 2023: $517,444Liabilities 2023: $0Net Assets 2023: $517,4442023Assets 2024: $511,675Liabilities 2024: $0Net Assets 2024: $511,6752024

Highlighted filing

2024

Assets$511,675
Liabilities$0
Net Assets$511,675
Open 2024 Filing

Operations Trend

Revenue Growth75th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40K$20K$0-$20KRevenue 2021: $27,618Expenses 2021: $25,343Net Income 2021: $2,2752021Revenue 2022: $18,134Expenses 2022: $28,596Net Income 2022: -$10,4622022Revenue 2023: $15,650Expenses 2023: $27,520Net Income 2023: -$11,8702023Revenue 2024: $21,591Expenses 2024: $27,387Net Income 2024: -$5,7962024

Highlighted filing

2024

Revenue$21,591
Expenses$27,387
Net Income-$5,796
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$511,675
Liabilities
$0
Net assets
$511,675
Revenue
$21,591
Expenses
$27,387
Net income
-$5,796
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.12$0.00$5.12$0.22$0.27$0.06
2023Detailed filing. Detailed filing data is available for this year.$5.17$0.00$5.17$0.16$0.28$0.12
2022Detailed filing. Detailed filing data is available for this year.$5.29$0.00$5.29$0.18$0.29$0.10
2021Detailed filing. Detailed filing data is available for this year.$5.40$0.00$5.40$0.28$0.25$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 21, 2025
Return Version
2024v5.1
Gross Receipts
$89,824
Mission and Program Overview

Mission

The purpose of the a h currie-bell tuw is to provide support to the southold historical society.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$517,444$511,675▼ $5,769
Investments in Publicly Traded Securities$492,641$497,430▲ $4,789
Savings and Temporary Cash Investments$24,803$14,245▼ $10,558
Total Assets$517,444$511,675▼ $5,769
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$517,444$511,675▼ $5,769
Total Liabilities and Net Assets / Fund Balance$517,444$511,675▼ $5,769
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleBaseTotal
Hancock Whitney BankTrustee$7,334$7,334
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$21,066
Other Revenue
$525
Change in Net Assets
$-5,796
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$18,095
Salaries, Compensation, and Employee Benefits$7,334
Other Expenses$1,958
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$18,095--$18,095
Current Officers, Directors, Trustees, and Key Employees-$7,334-$7,334
Fees for Services Accounting-$1,650-$1,650
All Other Expenses-$308-$308
Total Functional Expenses$18,095$9,292$0$27,387
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Southold Historical SocietySouthold, NY-To Provide Support to the Southold Historical Society$18,095
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
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

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“Hancock whitney bank as trustee and as governing body adheres to the trust document to fulfill the purpose of the trust. Discussions / actions with the southold hostorical society are documented.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“There are no other committees with authority to act on behalf of hancock whitney bank, the trustee and governing body.”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“Hancock whitney bank, the sole trustee, reviews the completed form 990 prior to filing with the irs.”

Form 990, Page 6, Part VI, Line 19

“The governing documents are made available upon request.”

Filing and Contact Details

Filer

Filer Name
A H Currie-bell Tuw 15110-1120003761
EIN
11-6048270
Phone
5045867421
Address
701 POYDRAS STREET STE 3100, NEW ORLEANS, LA 70139-7727

Signing Officer

Name
Hancock Whitney Bank
Title
VP Trust Office
Phone
5045867421
Signed
2025-04-21
Discuss with paid preparer
Yes

Organization Details

Formed
1964
Legal Domicile
Ny
Voting Board Members
1
Independent Board Members
1
Employees
0

Preparer

Firm
Kpmg Llp
Address
ONE FINANCIAL PLZ STE 2300, PROVIDENCE, RI 02903-2485
Preparer
Lyle J Mohler
Phone
8662974127
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Mututal fund timing difference $27”

Raw XML Appendix385 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.

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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt068233
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IRS990/MiscellaneousRevenueGrp/ExclusionAmt0525
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IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
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IRS990/QuidProQuoContributionsInd0false
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGANIZATION IS A CHARITABLE TRUST ("TRUST") ESTABLISHED BY THE WILL OF ANN HALLOCK CURRIE-BELL DATED AUGUST 13, 1962.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1PER THE TERMS OF THE DOCUMENT, NET INCOME OF THE TRUST IS TO BE PAID AT LEAST SEMI-ANNUALLY TO THE SOUTHOLD HISTORICAL SOCIETY.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE TRUST HAS BEEN CONTINUALLY SUPPORTING THE SOUTHOLD HISTORICAL SOCIETY SINCE THE TRUST'S INCEPTION AND THIS DEMONSTRATES A HISTORIC AND CONTINUING RELATIONSHIP WITH THE SOUTHOLD HISTORICAL SOCIETY OVER THE MANY YEARS OF THE TRUST'S EXISTENCE. IN ACCORDANCE WITH TREASURY REGULATION SECTION 1.509(a)-4(i)(1)(ii) THE ORGANIZATION HAS MET THE REQUIREMENTS OF THE RESPONSIVENESS TEST.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3THE TRUST WAS CREATED PRIOR TO NOVEMBER 20, 1970 AND DID NOT RECEIVE ANY GRANT, CONTRIBUTION, BEQUEST OR OTHER TRANSFER ON OR AFTER THAT DATE.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt4ALL OF THE UNEXPIRED INTERESTS IN THE TRUST ARE DEVOTED TO PURPOSES DESCRIBED IN 170(C)(1) OR (C)(2)(B) AND A DEDUCTION WAS ALLOWED WITH RESPECT TO SUCH INTERESTS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt5THE TRUST IS REQUIRED BY ITS GOVERNING DOCUMENT TO DISTRIBUTE ALL OF ITS NET INCOME CURRENTLY TO A DESIGNATED CHARITABLE BENEFICIARY.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt6THE TRUSTEE DOES NOT HAVE DISCRETION TO VARY EITHER THE CHARITABLE BENEFICIARY OR THE AMOUNTS PAYABLE TO THE CHARITABLE BENEFICIARY.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt7NONE OF THE TRUSTEES WOULD BE DISQUALIFIED PERSONS, OTHER THAN FOUNDATION MANAGERS, WITH RESPECT TO THE TRUST IF SUCH TRUST WERE TREATED AS A PRIVATE FOUNDATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINES 2 AND 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION D, LINES 2 AND 3 CONT
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART IV, SECTION D, LINES 2 AND 3 CONT
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3PART V, LINE 1
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc4PART V, LINE 1 CONT
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc5PART V, LINE 1 CONT
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc6PART V, LINE 1 CONT
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc7PART V, LINE 1 CONT
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IRS990ScheduleA/SupportSumAmt018095
IRS990ScheduleA/TrustIntegralPartTestInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt018095
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO PROVIDE SUPPORT TO THE SOUTHOLD HISTORICAL SOCIETY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SOUTHOLD HISTORICAL SOCIETY
IRS990ScheduleI/RecipientTable/RecipientEIN0116023750
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt054325 MAIN ROAD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SOUTHOLD
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NY
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd0119714646
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS A CHARITABLE TRUST. GRANTS ARE MADE IN ACCORDANCE WITH THE TRUST DOCUMENT FOR PURPOSES SPECIFIED IN THE TRUST DOCUMENT.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0HANCOCK WHITNEY BANK AS TRUSTEE AND AS GOVERNING BODY ADHERES TO THE TRUST DOCUMENT TO FULFILL THE PURPOSE OF THE TRUST. DISCUSSIONS / ACTIONS WITH THE SOUTHOLD HOSTORICAL SOCIETY ARE DOCUMENTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE ARE NO OTHER COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF HANCOCK WHITNEY BANK, THE TRUSTEE AND GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2HANCOCK WHITNEY BANK, THE SOLE TRUSTEE, REVIEWS THE COMPLETED FORM 990 PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MUTUTAL FUND TIMING DIFFERENCE $27
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SOUTHOLD HISTROCIAL SOCIETY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0116023750
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO CREATE AND PROMOTE INTEREST AND KNOWLEDGE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt052325 MAIN ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SOUTHOLD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd0119714646
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IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
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IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
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IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
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IRS990ScheduleR/TransferToOtherOrgInd0false
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0517444
IRS990/TotalAssetsEOYAmt0511675
IRS990/TotalAssetsGrp/BOYAmt0517444
IRS990/TotalAssetsGrp/EOYAmt0511675
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt09292
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt018095
IRS990/TotalFunctionalExpensesGrp/TotalAmt027387
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0517444
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0511675
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt018095
IRS990/TotalReportableCompFromOrgAmt07334
IRS990/TotalRevenueGrp/ExclusionAmt015732
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt021591
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0517444
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0511675
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0701 POYDRAS STE 3100
IRS990/USAddress/CityNm0NEW ORLEANS
IRS990/USAddress/StateAbbreviationCd0LA
IRS990/USAddress/ZIPCd0701397727
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HANCOCK WHITNEY BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP TRUST OFFICE
ReturnHeader/BusinessOfficerGrp/PhoneNum05045867421
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0A H CURRIE-BELL TUW 15110-1120003761
ReturnHeader/Filer/BusinessNameControlTxt0BELL
ReturnHeader/Filer/EIN0116048270
ReturnHeader/Filer/PhoneNum05045867421
ReturnHeader/Filer/USAddress/AddressLine1Txt0701 POYDRAS STREET STE 3100
ReturnHeader/Filer/USAddress/CityNm0NEW ORLEANS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd0701397727
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0135565207
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KPMG LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE FINANCIAL PLZ STE 2300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PROVIDENCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0029032485
ReturnHeader/PreparerPersonGrp/PhoneNum08662974127
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LYLE J MOHLER
ReturnHeader/ReturnTs02025-04-21T15:01:35-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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