Civic Intelligence

Bentley Fund C/O Carol Adams

990PF • Fiscal year 2015 • EIN 14-6018200

Jan 01, 2015 to Dec 31, 2015 • Filed on Apr 28, 2016

Organization Profile
223 Creamery RoadRoxbury, NY 12474

(607) 326-4442

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

93rd percentile

65%

Higher net margin than 93% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

45th percentile

$8,424

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 3.0% of source-year revenue.

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

83rd percentile

17%

Faster asset growth than 83% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

99th percentile

952%

Faster revenue growth than 99% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$1,240,964

Up $183,577 (+17%) from 2014

Net Assets

Up

$1,240,964

Up $183,577 (+17%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin93rd percentile

Revenue

Up

$282,302

Up $255,465 (+952%) from 2014

Expenses

Up

$98,784

Up $4,140 (+4.4%) from 2014

Net Income

Up

$183,518

Up $251,325 (+371%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$1.5M$1.0M$500K$0Assets 2010: $1,342,058Liabilities 2010: $0Net Assets 2010: $1,342,0582010Assets 2011: $1,245,384Liabilities 2011: $0Net Assets 2011: $1,245,3842011Assets 2012: $1,182,367Liabilities 2012: $0Net Assets 2012: $1,182,3672012Assets 2013: $1,125,194Liabilities 2013: $0Net Assets 2013: $1,125,1942013Assets 2014: $1,057,387Liabilities 2014: $0Net Assets 2014: $1,057,3872014Assets 2015: $1,240,964Liabilities 2015: $0Net Assets 2015: $1,240,9642015Assets 2016: $1,141,146Liabilities 2016: $5,000Net Assets 2016: $1,136,1462016Assets 2017: $1,103,101Liabilities 2017: $1,765Net Assets 2017: $1,101,3362017Assets 2018: $1,280,673Liabilities 2018: $0Net Assets 2018: $1,280,6732018Assets 2019: $1,323,300Liabilities 2019: $0Net Assets 2019: $1,323,3002019Assets 2020: $1,286,134Liabilities 2020: $0Net Assets 2020: $1,286,1342020Assets 2021: $1,243,296Liabilities 2021: $0Net Assets 2021: $1,243,2962021Assets 2022: $1,321,149Liabilities 2022: $0Net Assets 2022: $1,321,1492022Assets 2023: $1,271,643Liabilities 2023: $0Net Assets 2023: $1,271,6432023Assets 2024: $1,211,428Liabilities 2024: $0Net Assets 2024: $1,211,4282024

Highlighted filing

2015

Assets$1,240,964
Liabilities$0
Net Assets$1,240,964
Open 2015 Filing

Operations Trend

Revenue Growth99th percentile

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

$300K$200K$100K$0-$100KExpenses 2010: $81,8622010Expenses 2011: $84,6462011Expenses 2012: $77,0952012Revenue 2013: $22,495Expenses 2013: $79,668Net Income 2013: -$57,1732013Revenue 2014: $26,837Expenses 2014: $94,644Net Income 2014: -$67,8072014Revenue 2015: $282,302Expenses 2015: $98,784Net Income 2015: $183,5182015Revenue 2016: -$9,681Expenses 2016: $85,071Net Income 2016: -$94,7522016Revenue 2017: $42,851Expenses 2017: $77,661Net Income 2017: -$34,8102017Revenue 2018: $256,440Expenses 2018: $77,768Net Income 2018: $178,6722018Revenue 2019: $127,226Expenses 2019: $82,935Net Income 2019: $44,2912019Revenue 2020: $48,815Expenses 2020: $86,348Net Income 2020: -$37,5332020Revenue 2021: $43,944Expenses 2021: $86,782Net Income 2021: -$42,8382021Revenue 2022: $175,364Expenses 2022: $97,511Net Income 2022: $77,8532022Revenue 2023: $34,465Expenses 2023: $83,971Net Income 2023: -$49,5062023Revenue 2024: $29,223Expenses 2024: $89,438Net Income 2024: -$60,2152024

Highlighted filing

2015

Revenue$282,302
Expenses$98,784
Net Income$183,518
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Apr 28, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROL ADAMSDirectorPT$8,424-$8,424
JON ADAMSDirector-$0--
DANIEL ADAMSDirector-$0--
Filing and Contact Details

Filer

Filer Name
Bentley Fund
EIN
14-6018200
Phone
6073264442
Address
223 CREAMERY ROAD, ROXBURY, NY 12474

Signing Officer

Name
Carol Adams
Title
Director
Phone
8454737774
Signed
2016-04-28

Preparer

Firm
D'ARCANGELO & CO LLP
Address
510 HAIGHT AVE, POUGHKEEPSIE, NY 12603
Preparer
John J Cina
Phone
8454737774
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt021064
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt125760
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-8539
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-939
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt410780
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-4401
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt73130
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt825062
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt911968
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10106594
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1127067
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1210980
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13-868
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14-23699
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1520974
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt165987
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1728216
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt144685
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt389260
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt414154
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt518329
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt633149
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt74066
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt821087
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt929916
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1086151
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1136137
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12168359
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1387324
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1434580
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1522760
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1624551
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1784293
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1868136
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1989816
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/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc00.8695 SHS BANCO SANTANDER SA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11275 SHS SPDR S&P HOMEBUILDERS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20.1941 SHS BANCO SANTANDER SA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3360 SHS SPDR S&P MIDCAP 400
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc40.0227 SHS BANCO SANTANDER SA ADR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5425 SHS SPDR S&P OIL & GAS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6500 SHS VANGUARD FTSE DEV MARKETS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7850 SHS SPDR S&P REGIONAL BANKING
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8500 SHS CHORUS LIMITED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9250 SHS VANGUARD ENERGY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10220 SHS ISHARES CORE S&P MID CAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11785 SHS VANGUARD SMALL CAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12340 SHS ISHARES CORE S&P SMALL CAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13510 SHS ISHARES NASDAQ BIOTECH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14635 SHS ISHARES RUSSELL 2000 GROWTH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15255 SHS ISHARES TRANS AVG
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16340 SHS ISHARES US BASIC MATERIALS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc172000 SHS MARITOR INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc181700 SHS SELECT SECTOR IND SPDR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc191650 SHS SPDR FUND MATERIALS SELECT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc202800 SHS SPDR S&P BANK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02015-05-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12015-08-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22015-11-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32015-08-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42015-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52015-08-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62015-08-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72015-08-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82015-08-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92015-08-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102015-08-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112015-08-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122015-08-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132015-08-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142015-08-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152015-08-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162015-08-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172015-08-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182015-08-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192015-08-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202015-08-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0259123
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-939
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0183518
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt059
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01240964
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01057387
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01240964
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt068386
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt068386
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt068386
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt073492
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt05106
IRS990PF/DistributableAmountGrp/TotalTaxAmt05106
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0193
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt05106
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt05106
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt05106
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt04913
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0193
IRS990PF/FMVAssetsEOYAmt01323994
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt02202
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt0456
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt02202
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt02202
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0966850
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01192444
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01275474
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt032691
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt032691
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt032691
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt032691
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt057390
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt013627
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt013627
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01057387
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01240964
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01323994
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01057387
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01240964
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01057387
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01240964
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt01057387
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt01240964
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01492228
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0261182
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01198544
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt022383
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt032502
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt073492
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01469845
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01492228
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt08424
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/PersonNm0CAROL ADAMS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JON ADAMS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DANIEL ADAMS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0223 CREAMERY ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1223 CREAMERY ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2223 CREAMERY ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0ROXBURY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1ROXBURY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2ROXBURY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd012474
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd112474
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd212474
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt070395
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt072948
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt070756
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt065191
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt059192
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt066081
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt064276
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.047893
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.046983
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.044503
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.049845
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.050014
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.048122
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,240,964
Liabilities
$0
Net assets
$1,240,964
Revenue
$282,302
Expenses
$98,784
Net income
$183,518
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.03$0.09$0.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.27$0.00$1.27$0.03$0.08$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.32$0.00$1.32$0.18$0.10$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.24$0.00$1.24$0.04$0.09$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.05$0.09$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.32$0.00$1.32$0.13$0.08$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.28$0.00$1.28$0.26$0.08$0.18
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.10$0.00$1.10$0.04$0.08$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.14$0.01$1.14$0.01$0.09$0.09
2015Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.28$0.10$0.18
2014Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.03$0.09$0.07
2013Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.02$0.08$0.06
2012Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.08
2011Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.08
2010Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.08