Civic Intelligence

David and Candace Weir Foundation

990PF • Fiscal year 2019 • EIN 13-3797919

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 15, 2020

Organization Profile
PO Box 10879Albany, NY 12201

(518) 301-1679

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

Higher debt load relative to assets than 16% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

15th percentile

0.00x

Higher debt load relative to revenue than 15% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Source year 2019

Net Margin

93rd percentile

68%

Higher net margin than 93% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

16th percentile

$0

Higher top officer pay than 16% of similar nonprofits.

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

2019 filings • $25M-$50M nonprofits • Source year 2019

Asset Growth

87th percentile

24%

Faster asset growth than 87% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

98th percentile

468%

Faster revenue growth than 98% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$32,867,876

Up $6,423,105 (+24%) from 2018

Net Assets

Up

$32,859,122

Up $6,435,736 (+24%) from 2018

Liabilities

Down

$8,754

Down $12,631 (-59%) from 2018

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin93rd percentile

Revenue

Up

$9,407,976

Up $7,752,262 (+468%) from 2018

Expenses

Up

$2,972,240

Up $1,438,358 (+94%) from 2018

Net Income

Up

$6,435,736

Up $6,313,904 (+5182%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

$80M$60M$40M$20M$0Assets 2011: $17,019,082Liabilities 2011: $02011Assets 2012: $20,035,689Liabilities 2012: $02012Assets 2013: $20,166,070Liabilities 2013: $0Net Assets 2013: $20,166,0702013Assets 2014: $23,545,313Liabilities 2014: $0Net Assets 2014: $23,545,3132014Assets 2015: $24,542,317Liabilities 2015: $0Net Assets 2015: $24,542,3172015Assets 2016: $26,070,922Liabilities 2016: $1,250Net Assets 2016: $26,069,6722016Assets 2018: $26,444,771Liabilities 2018: $21,385Net Assets 2018: $26,423,3862018Assets 2019: $32,867,876Liabilities 2019: $8,754Net Assets 2019: $32,859,1222019Assets 2020: $41,564,441Liabilities 2020: $8,754Net Assets 2020: $41,555,6872020Assets 2021: $48,538,119Liabilities 2021: $15,633Net Assets 2021: $48,522,4862021Assets 2022: $56,021,943Liabilities 2022: $15,633Net Assets 2022: $56,006,3102022Assets 2023: $68,322,944Liabilities 2023: $15,633Net Assets 2023: $68,307,3112023Assets 2024: $67,986,952Liabilities 2024: $15,633Net Assets 2024: $67,971,3192024

Highlighted filing

2019

Assets$32,867,876
Liabilities$8,754
Net Assets$32,859,122
Open 2019 Filing

Operations Trend

Revenue Growth98th percentile

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2011: $6,363,891Expenses 2011: $983,983Net Income 2011: $5,379,9082011Revenue 2012: $4,879,778Expenses 2012: $1,011,682Net Income 2012: $3,868,0962012Revenue 2013: $3,920,972Expenses 2013: $1,841,957Net Income 2013: $2,079,0152013Revenue 2014: $6,088,791Expenses 2014: $1,824,162Net Income 2014: $4,264,6292014Revenue 2015: $2,247,689Expenses 2015: $1,250,685Net Income 2015: $997,0042015Revenue 2016: $3,206,326Expenses 2016: $1,678,971Net Income 2016: $1,527,3552016Revenue 2018: $1,655,714Expenses 2018: $1,533,882Net Income 2018: $121,8322018Revenue 2019: $9,407,976Expenses 2019: $2,972,240Net Income 2019: $6,435,7362019Revenue 2020: $9,902,189Expenses 2020: $1,205,624Net Income 2020: $8,696,5652020Revenue 2021: $12,048,784Expenses 2021: $2,474,366Net Income 2021: $9,574,4182021Revenue 2022: $8,622,836Expenses 2022: $3,746,631Net Income 2022: $4,876,2052022Revenue 2023: $16,690,010Expenses 2023: $4,389,009Net Income 2023: $12,301,0012023Revenue 2024: $6,061,702Expenses 2024: $6,397,694Net Income 2024: -$335,9922024

Highlighted filing

2019

Revenue$9,407,976
Expenses$2,972,240
Net Income$6,435,736
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 15, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay16th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Candace K WeirTrustee-$0--
Meredith PrimeTrustee-$0--
Amelia F WeirTrustee-$0--
Filing and Contact Details

Filer

Filer Name
David and Candace Weir Foundation
EIN
13-3797919
In Care Of
% DAVID AND CANDACE WEIR FOUND
Phone
5183011679
Address
PO Box 10879, Albany, NY 12201

Signing Officer

Name
Candace K Weir
Title
Trustee
Phone
5183011679
Signed
2020-07-15
Discuss with paid preparer
Yes

Preparer

Firm
Independent Family Office LLC
Address
677 Broadway 7th Floor, Albany, NY 12207
Preparer
Dawn C Doherty
Phone
5184528050
Raw XML AppendixShowing 400 of 1,419 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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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13-20354
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14-67130
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1512988
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt16-14335
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt17-9294
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt18-166299
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt19383457
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt20258321
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-46422
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1696093
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21030604
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3187772
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt422632
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5130415
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6129481
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-37101
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-116564
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9958619
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10103748
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11-29032
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12316699
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13-20354
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14-67130
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1512988
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16-14335
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt17-9294
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt18-166299
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt19383457
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt20258321
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0315835
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1989673
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21271604
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3857706
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4445000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5303544
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6513233
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt756699
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8164644
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt91017959
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10493904
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1151486
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12956318
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13280288
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14113242
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt15307864
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt16477680
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt174286
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1875376
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt19391576
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt20267721
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/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc080,000 SHS EMCORE CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1100,000 SHS R1 RCM INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2100,000 SHS RC1 RCM INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc340,000 SHS ULTRA CLEAN HLDGS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4100,000 SHS AEROHIVE NETWORKS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc510,300 SHS FABRINET
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc620,000 SHS ICHOR HOLDINGS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc75,000 SHS MODINE MANUFACTURING
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc815,000 SHS MODINE MANUFACTURING
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc92,000 SHS INTUITIVE SURGICAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1060,000 SHS NEOPHOTONICS CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1112,000 SHS PITNEY BOWES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1240,000 SHS FINISAR CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1320,000 SHS COHU INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1420,000 SHS CASA SYSTEMS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc153,900 SHS AMERICAN WOODMARK CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc166,100 SHS AMERICAN WOODMARK CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc172,661 SHS J JILL GROUP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1847,339 J JILL GROUP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1910,000 SHS JABIL INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2010,000 SHS JABIL INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-11-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-11-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32019-08-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42019-11-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52019-09-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62019-09-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72019-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82019-09-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92019-11-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102019-06-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112019-09-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122019-09-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132019-06-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142019-06-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152019-06-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162019-06-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172019-06-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182019-11-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192019-06-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt03780444
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt06435736
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt032859122
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt026423386
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt032859122
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01982018
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01982018
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01982018
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02022787
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt040769
IRS990PF/DistributableAmountGrp/TotalTaxAmt040769
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0868
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0105
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt041742
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt040769
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0868
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt040769
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt040769
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt041742
IRS990PF/FMVAssetsEOYAmt049282068
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt021385
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt08754
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt01000
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt01000
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt01000
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt01000
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt017201669
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt017201669
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt015597725
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt015850344
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt019150978
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt010127880
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt010447837
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt023561395
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt09221717
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt015657453
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0718166
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt06568695
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt06568695
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt026444771
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt032867876
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt049282068
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt021385
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt08754
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt026444771
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt032867876
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt026423386
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt032859122
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt041071814
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02253653
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt018720459
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0616077
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt020097702
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02022787
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt040455737
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt041071814
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
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/PersonNm0Candace K Weir
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Meredith Prime
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Amelia F Weir
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO Box 10879
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO Box 10879
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO Box 10879
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Albany
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Albany
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Albany

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$32,867,876
Liabilities
$8,754
Net assets
$32,859,122
Revenue
$9,407,976
Expenses
$2,972,240
Net income
$6,435,736
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$68.0$0.02$68.0$6.06$6.40$0.34
2023Detailed filing. Detailed filing data is available for this year.$68.3$0.02$68.3$16.7$4.39$12.3
2022Detailed filing. Detailed filing data is available for this year.$56.0$0.02$56.0$8.62$3.75$4.88
2021Detailed filing. Detailed filing data is available for this year.$48.5$0.02$48.5$12.0$2.47$9.57
2020Detailed filing. Detailed filing data is available for this year.$41.6$0.01$41.6$9.90$1.21$8.70
2019Detailed filing. Detailed filing data is available for this year.$32.9$0.01$32.9$9.41$2.97$6.44
2018Detailed filing. Detailed filing data is available for this year.$26.4$0.02$26.4$1.66$1.53$0.12
2016Detailed filing. Detailed filing data is available for this year.$26.1$0.00$26.1$3.21$1.68$1.53
2015Detailed filing. Detailed filing data is available for this year.$24.5$0.00$24.5$2.25$1.25$1.00
2014Detailed filing. Detailed filing data is available for this year.$23.5$0.00$23.5$6.09$1.82$4.26
2013Detailed filing. Detailed filing data is available for this year.$20.2$0.00$20.2$3.92$1.84$2.08
2012Summary only. Only limited summary data is available for this year.$20.0$0.00$4.88$1.01$3.87
2011Summary only. Only limited summary data is available for this year.$17.0$0.00$6.36$0.98$5.38