Civic Intelligence

Charles Harwood UW FBO Cheshire Academy

EIN 13-6901255 • 501(c)3 • New York, NY

Profile

The primary exempt purpose of the foundation is to support schoolchaplain.

66 Hudson BoulevardNew York, NY 10001

n/A

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

81st percentile

31%

Higher net margin than 81% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

49th percentile

$51,401

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 13.6% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

51st percentile

4.0%

Faster asset growth than 51% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

96th percentile

241%

Faster revenue growth than 96% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$2,989,871

Up $114,769 (+4.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$2,989,871

Up $114,769 (+4.0%) from 2023

Revenue

Up

$377,854

Up $267,060 (+241%) from 2023

Expenses

Up

$261,735

Up $27,878 (+12%) from 2023

Net Income

Up

$116,119

Up $239,182 (+194%) from 2023

Trend Graphs

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,911,580Liabilities 2011: $0Net Assets 2011: $2,911,5802011Assets 2012: $2,786,159Liabilities 2012: $0Net Assets 2012: $2,786,1592012Assets 2013: $2,825,866Liabilities 2013: $0Net Assets 2013: $2,825,8662013Assets 2014: $2,859,159Liabilities 2014: $0Net Assets 2014: $2,859,1592014Assets 2015: $2,771,817Liabilities 2015: $0Net Assets 2015: $2,771,8172015Assets 2016: $2,607,039Liabilities 2016: $0Net Assets 2016: $2,607,0392016Assets 2017: $2,582,573Liabilities 2017: $0Net Assets 2017: $2,582,5732017Assets 2019: $2,520,533Liabilities 2019: $0Net Assets 2019: $2,520,5332019Assets 2020: $2,798,865Liabilities 2020: $0Net Assets 2020: $2,798,8652020Assets 2021: $3,033,798Liabilities 2021: $0Net Assets 2021: $3,033,7982021Assets 2022: $2,997,989Liabilities 2022: $0Net Assets 2022: $2,997,9892022Assets 2023: $2,875,102Liabilities 2023: $0Net Assets 2023: $2,875,1022023Assets 2024: $2,989,871Liabilities 2024: $0Net Assets 2024: $2,989,8712024

Highlighted filing

2024

Assets$2,989,871
Liabilities$0
Net Assets$2,989,871

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $54,100Expenses 2011: $211,133Net Income 2011: -$157,0332011Revenue 2012: $71,647Expenses 2012: $197,068Net Income 2012: -$125,4212012Revenue 2013: $238,200Expenses 2013: $198,493Net Income 2013: $39,7072013Revenue 2014: $251,020Expenses 2014: $217,727Net Income 2014: $33,2932014Revenue 2015: $129,825Expenses 2015: $217,167Net Income 2015: -$87,3422015Revenue 2016: $51,681Expenses 2016: $216,459Net Income 2016: -$164,7782016Revenue 2017: $181,196Expenses 2017: $205,662Net Income 2017: -$24,4662017Revenue 2019: $163,961Expenses 2019: $226,002Net Income 2019: -$62,0412019Revenue 2020: $322,264Expenses 2020: $239,628Net Income 2020: $82,6362020Revenue 2021: $507,878Expenses 2021: $270,123Net Income 2021: $237,7552021Revenue 2022: $255,242Expenses 2022: $291,726Net Income 2022: -$36,4842022Revenue 2023: $110,794Expenses 2023: $233,857Net Income 2023: -$123,0632023Revenue 2024: $377,854Expenses 2024: $261,735Net Income 2024: $116,1192024

Highlighted filing

2024

Revenue$377,854
Expenses$261,735
Net Income$116,119

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 30, 2025
Return Version
2024v5.1
Gross Receipts
$1,273,196
Mission and Program Overview

Mission

The primary exempt purpose of the foundation is to support schoolchaplain.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$2,875,102$2,989,871▲ $114,769
Investments in Publicly Traded Securities$2,821,244$2,943,067▲ $121,823
Savings and Temporary Cash Investments$53,858$46,804▼ $7,054
Total Assets$2,875,102$2,989,871▲ $114,769
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,875,102$2,989,871▲ $114,769
Total Liabilities and Net Assets / Fund Balance$2,875,102$2,989,871▲ $114,769
Compensation and Service Providers

Employees

NameTitleBaseTotal
-Trustee$51,401$51,401
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$377,834
Other Revenue
$20
Change in Net Assets
$116,119
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$208,986
Salaries, Compensation, and Employee Benefits$51,400
Other Expenses$1,349
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$208,986--$208,986
Current Officers, Directors, Trustees, and Key Employees$10,280$41,120-$51,400
Other Expenses-$250-$250
Total Functional Expenses$219,266$42,469$0$261,735
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Cheshire AcademyCheshire, CT501(c)(3)Program Support$208,986
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

Hsbc bank usa is the sole trustee of the charles harwood uw fbo cheshire academy.

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

Hsbc bank usa is the sole trustee of the charles harwood uw fbo cheshire academy, there are no committees that have authority to act on behalf of the governing body.

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

The trustee reviews the completed form 990 provided by their tax preparer prior to filing.

Form 990, Page 6, Part VI, Line 19

Charles harwood uw fbo cheshire academy makes its governing documents and tax documents available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Charles Harwood Uw Fbo Cheshire Academy
EIN
13-6901255
Phone
2125250561
Address
66 HUDSON BOULEVARD, NEW YORK, NY 10001

Signing Officer

Name
For Hsbc Bank USA
Title
VP
Phone
2125250561
Signed
2025-04-30
Discuss with paid preparer
Yes

Organization Details

Formed
1987
Legal Domicile
Ny
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Deloitte Tax Llp
Address
330 RUSH ALLEY SUITE 800, COLUMBUS, OH 43215-3932
Preparer
Kelly Neugebauer
Phone
3124869399
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

COST BASIS ADJUSTMENT

Raw XML Appendix396 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/IRPDocumentCnt00
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0895342
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IRS990/NetUnrelatedBusTxblIncmAmt00
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IRS990/OperateHospitalInd0false
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IRS990/RelatedEntityInd0true
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0IN ADDITION TO THE DISTRIBUTIONS MADE TO CHESHIRE ACADEMY, THERE IS AN OUTSTANDING SECURED LOAN OWED BY THE ACADEMY TO THE TRUST. ACCORDINGLY, EACH YEAR THE TRUSTEE REQUESTS FINANCIAL STATEMENTS AND OTHER SUPPORTING DOCUMENTS FROM THE ACADEMY TO REVIEW THEIR FINANCIAL STATUS AND MEETS WITH THE ACADEMY'S CFO TO DISCUSS THESE.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE TRUSTEES MEET REGULARLY WITH OFFICERS OF THE BENEFICIARY ORGANIZATION(S) TO DISCUSS WITH THEM THE AMOUNT OF SUPPORT TO BE RECEIVED, THE SUPPORTING ORGANIZATIONS FINANCES AND BALANCE SHEET, AND TO FIELD ANY QUESTIONS THEY MAY HAVE.
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PROGRAM SUPPORT
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt0ATTN MATTHEW PIECHOTA BUSINESS MANAGER
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt010 MAIN STREET
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0HSBC BANK USA HAS PROCEDURES IN PLACE TO MONITOR THE USE OF GRANT FUNDS AND ARE AVAILABLE FOR REVIEW.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0HSBC BANK USA IS THE SOLE TRUSTEE OF THE CHARLES HARWOOD UW FBO CHESHIRE ACADEMY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1HSBC BANK USA IS THE SOLE TRUSTEE OF THE CHARLES HARWOOD UW FBO CHESHIRE ACADEMY, THERE ARE NO COMMITTEES THAT HAVE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TRUSTEE REVIEWS THE COMPLETED FORM 990 PROVIDED BY THEIR TAX PREPARER PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CHARLES HARWOOD UW FBO CHESHIRE ACADEMY MAKES ITS GOVERNING DOCUMENTS AND TAX DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COST BASIS ADJUSTMENT
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/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0FUND PROGRAMS THAT SUPPORT THE OVERALL MISSIO
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0377854
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FOR HSBC BANK USA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP
ReturnHeader/BusinessOfficerGrp/PhoneNum02125250561
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARLES HARWOOD UW FBO CHESHIRE ACADEMY
ReturnHeader/Filer/BusinessNameControlTxt0HARW
ReturnHeader/Filer/EIN0136901255
ReturnHeader/Filer/PhoneNum02125250561
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861065772
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DELOITTE TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0330 RUSH ALLEY SUITE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLUMBUS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0432153932
ReturnHeader/PreparerPersonGrp/PhoneNum03124869399
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KELLY NEUGEBAUER
ReturnHeader/ReturnTs02025-04-30T07:01:20-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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