Civic Intelligence

A M Kleeman Scholarship Fund

990PF • Fiscal year 2021 • EIN 13-3586537

Jun 01, 2020 to May 31, 2021 • Filed on Aug 09, 2021

Organization Profile
Orange Bk And Trust CO Dolson AveMiddletown, NY 10940

(845) 341-5039

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

87th percentile

54%

Higher net margin than 87% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

50th percentile

3.9%

Faster asset growth than 50% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

54th percentile

8.7%

Faster revenue growth than 54% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$255,202

Up $9,554 (+3.9%) from 2020

Net Assets

Up

$255,202

Up $9,554 (+3.9%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin87th percentile

Revenue

Up

$17,779

Up $1,422 (+8.7%) from 2020

Expenses

Down

$8,226

Down $1,355 (-14%) from 2020

Net Income

Up

$9,553

Up $2,777 (+41%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$300K$200K$100K$0Assets 2012: $222,013Liabilities 2012: $0Net Assets 2012: $222,0132012Assets 2013: $222,431Liabilities 2013: $12013Assets 2014: $223,496Liabilities 2014: $1Net Assets 2014: $223,4962014Assets 2015: $244,337Liabilities 2015: $0Net Assets 2015: $244,3372015Assets 2016: $240,402Liabilities 2016: $1Net Assets 2016: $240,4022016Assets 2018: $239,485Liabilities 2018: $0Net Assets 2018: $239,4852018Assets 2019: $238,871Liabilities 2019: $02019Assets 2020: $245,648Liabilities 2020: $0Net Assets 2020: $245,6482020Assets 2021: $255,202Liabilities 2021: $0Net Assets 2021: $255,2022021Assets 2024: $218,564Liabilities 2024: $12024Assets 2025: $214,769Liabilities 2025: $0Net Assets 2025: $214,7692025

Highlighted filing

2021

Assets$255,202
Liabilities$0
Net Assets$255,202
Open 2021 Filing

Operations Trend

Revenue Growth54th percentile

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

$30K$20K$10K$0-$10K-$20KExpenses 2012: $7,3752012Revenue 2013: $6,213Expenses 2013: $5,797Net Income 2013: $4162013Revenue 2014: $5,084Expenses 2014: $4,019Net Income 2014: $1,0652014Revenue 2015: $25,474Expenses 2015: $4,633Net Income 2015: $20,8412015Revenue 2016: $977Expenses 2016: $4,912Net Income 2016: -$3,9352016Revenue 2018: $5,991Expenses 2018: $6,590Net Income 2018: -$5992018Revenue 2019: $1Expenses 2019: $0Net Income 2019: $12019Revenue 2020: $16,357Expenses 2020: $9,581Net Income 2020: $6,7762020Revenue 2021: $17,779Expenses 2021: $8,226Net Income 2021: $9,5532021Revenue 2024: $2,694Expenses 2024: $15,606Net Income 2024: -$12,9122024Revenue 2025: $11,686Expenses 2025: $15,481Net Income 2025: -$3,7952025

Highlighted filing

2021

Revenue$17,779
Expenses$8,226
Net Income$9,553
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Aug 9, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Am Kleeman Scholarship Fund
EIN
13-3586537
Phone
8453415039
Address
ORANGE BK AND TRUST CO DOLSON AVE, MIDDLETOWN, NY 10940

Signing Officer

Name
Michael Palanza
Title
V Prestrustee
Phone
8453415025
Signed
2021-08-09
Discuss with paid preparer
Yes

Preparer

Firm
Robert Connoly Tax Consultant
Address
16 OAK RIDGE ROAD, MIDDLETOWN, NY 10940
Preparer
Robert L Connoly
Phone
8453437577
Raw XML Appendix309 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
AccountingFeesSchedule/AccountingFeesDetail/Amt0450
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ROBERT CONNOLY TAX CONSULTANT
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0450
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt028053
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt055151
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0616 shares of T. ROWE PRICE INDEX 500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0631
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1422
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28492
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt327322
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4160709
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt55542
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt67223
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt72863
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0SPDR SER TR PORTFOLIO SP500 GW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1SPDR SER TR PORTFOLIO SP500 VI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2SPDR SER TR PORTFOLIO SM ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3SPDR SER TR PORTFOLIO INTERMED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4SPDR SER TR PORTFILIO S/T
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5SPDR INDEX SH FDS PORTFOLIO DEVEL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6SPDR INDEX SH FDS PORTFOLIO EMG MK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7SPDR SER TR PORTFOLIO Md ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0896
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1603
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt211828
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt328086
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4161076
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt57239
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt68297
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt74691
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/BusinessCd0523000
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/UnrelatedBusinessTaxblIncmAmt04889
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/BusinessCd0230000
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/UnrelatedBusinessTaxblIncmAmt0263
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/BusinessCd0523000
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/UnrelatedBusinessTaxblIncmAmt08
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt05160
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt05160
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0450
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0450
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt012882
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt04000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt04000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt04889
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt04889
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt09553
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0116080
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt08
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt08
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt012882
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt013804
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt03525
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt03525
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0251
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt04000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt03975
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt08226
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt017779
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt017779
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt03975
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt04226
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12020-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22020-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32020-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42020-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52013-06-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62015-04-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72015-04-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt047031
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt114631
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2438
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3497
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4459
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt525945
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt64940
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt79257
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01849
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt111
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt269
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3215
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt488
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5173
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt63164
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt77049
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01849
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt111
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt269
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3215
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt488
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5173
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt63164
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt77049
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt048880
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt114642
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2507
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3712
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4547
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt526118
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt68104
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt716306
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc01322 SH SPDR INTERMED.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1396 SH SPDR INTERMED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc215 SH SPDR MD ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc317 SH SPDR MD ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc419 SH SERIES SM ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc525K LINCOLN NAT C0RP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc686.593 SH TR PRICE INDEX 500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7162.496 SH TR PRICE INDEX 500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-01-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12021-01-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22020-09-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32001-01-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42020-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52020-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62020-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72021-01-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt012882
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt02232
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt09553
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0255202
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0245649
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0255202
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0192
IRS990PF/DistributableAmountGrp/TotalTaxAmt0192
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0192
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0192
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0192
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0192
IRS990PF/FMVAssetsEOYAmt0291812
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0238871
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt042250
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt028053
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt055151
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0186877
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0213204
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0222716
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt06778
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0255202
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt016522
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt013945
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt013945
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0245649
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0255202
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0291812
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0245649
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0255202
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0245649
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0255202
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0001.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0ORANGE BANK & TRUST CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0212 DOLSON AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MIDDLETOWN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd010940
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt04000
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt04000
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt04000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
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/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0212 DOLSON AVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MIDDLETOWN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd010940
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0ORANGE BANK & TRUST CO
IRS990PF/StatementsRegardingActyGrp/PhoneNum08453415039
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0FORMAL APPLICATION WITH PERSONAL INFO AND COLLEGE TO BE ATTENDING.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0DR RAYMOND BRYANT SUPERINDENT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08459873050
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 595
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0WARWICK
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd010990
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0MUST BE GRADUATE STUDENT OF CENTRAL DISTRICT 1, TOWNS OF WARWICK CHESTER, NY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0APPLICATIONS ARE ACCEPTED ANYTIME.
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0VARIN SAWH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1JACQUELIENE TORRES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt020 DARIN RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 534
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WARWICK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PINE ISLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010990
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110919
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt04000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt04000
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04000
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt04000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03425
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1100
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0FIDUCIARY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1FILING FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03425
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1100
TaxesSchedule/TaxesDetail/Amt0251
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL PALANZA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0V PRESTRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08453415025
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AM KLEEMAN SCHOLARSHIP FUND
ReturnHeader/Filer/BusinessNameControlTxt0AMKL
ReturnHeader/Filer/EIN0133586537
ReturnHeader/Filer/PhoneNum08453415039
ReturnHeader/Filer/USAddress/AddressLine1Txt0ORANGE BK AND TRUST CO DOLSON AVE
ReturnHeader/Filer/USAddress/CityNm0MIDDLETOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010940
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROBERT CONNOLY TAX CONSULTANT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016 OAK RIDGE ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MIDDLETOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010940
ReturnHeader/PreparerPersonGrp/PhoneNum08453437577
ReturnHeader/PreparerPersonGrp/PreparationDt02021-08-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert L Connoly
ReturnHeader/ReturnTs02021-08-09T05:38:34-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02020-06-01
ReturnHeader/TaxPeriodEndDt02021-05-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$255,202
Liabilities
$0
Net assets
$255,202
Revenue
$17,779
Expenses
$8,226
Net income
$9,553
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.12$0.15$0.04
2024Detailed filing. Detailed filing data is available for this year.$2.19$0.00$0.03$0.16$0.13
2021Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$0.18$0.08$0.10
2020Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.16$0.10$0.07
2019Summary only. Only limited summary data is available for this year.$2.39$0.00$0.00$0.00$0.00
2018Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$0.06$0.07$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.40$0.00$2.40$0.01$0.05$0.04
2015Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.25$0.05$0.21
2014Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.05$0.04$0.01
2013Detailed filing. Detailed filing data is available for this year.$2.22$0.00$0.06$0.06$0.00
2012Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.07