Civic Intelligence

James J Mccann Trust UW C/0 John J Gartland Jr & Wm J Gardner

990PF • Fiscal year 2011 • EIN 14-6050628

Jan 01, 2011 to Dec 31, 2011 • Filed on May 10, 2012

Organization Profile
35 Market Street12601
Siviq Scores

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

Liabilities / Assets

37th percentile

0.10x

Higher debt load relative to assets than 37% of similar nonprofits.

2011 filings • $25M-$50M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

67th percentile

$66,987

Higher top officer pay than 67% of similar nonprofits.

2011 filings • $25M-$50M nonprofits • Source year 2011

Asset Growth

30th percentile

-1.2%

Faster asset growth than 30% of similar nonprofits.

2011 filings • $25M-$50M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets37th percentile

Assets

Down

$28,008,658

Down $328,584 (-1.2%) from 2010

Net Assets

Down

$25,309,093

Down $753,818 (-2.9%) from 2010

Liabilities

Up

$2,699,565

Up $425,234 (+19%) from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$2,021,343

Up $114,870 (+6.0%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$40M$30M$20M$10M$0Assets 2010: $28,337,242Liabilities 2010: $2,274,331Net Assets 2010: $26,062,9112010Assets 2011: $28,008,658Liabilities 2011: $2,699,565Net Assets 2011: $25,309,0932011Assets 2012: $27,953,518Liabilities 2012: $2,612,614Net Assets 2012: $25,340,9042012Assets 2013: $28,478,384Liabilities 2013: $1,554,274Net Assets 2013: $26,924,1102013Assets 2014: $28,462,589Liabilities 2014: $1,478,2912014Assets 2015: $26,683,772Liabilities 2015: $1,196,134Net Assets 2015: $25,487,6382015Assets 2016: $26,837,855Liabilities 2016: $945,409Net Assets 2016: $25,892,4462016Assets 2017: $28,111,328Liabilities 2017: $2,656,081Net Assets 2017: $25,455,2472017Assets 2018: $25,661,938Liabilities 2018: $2,347,407Net Assets 2018: $23,314,5312018Assets 2019: $28,408,073Liabilities 2019: $2,066,529Net Assets 2019: $26,341,5442019Assets 2020: $28,801,187Liabilities 2020: $1,795,527Net Assets 2020: $27,005,6602020Assets 2021: $31,538,512Liabilities 2021: $1,416,313Net Assets 2021: $30,122,1992021Assets 2022: $26,692,628Liabilities 2022: $1,179,439Net Assets 2022: $25,513,1892022Assets 2023: $28,462,408Liabilities 2023: $921,488Net Assets 2023: $27,540,9202023Assets 2024: $29,447,581Liabilities 2024: $942,134Net Assets 2024: $28,505,4472024

Highlighted filing

2011

Assets$28,008,658
Liabilities$2,699,565
Net Assets$25,309,093
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,906,4732010Expenses 2011: $2,021,3432011Expenses 2012: $2,127,7002012Revenue 2013: $1,320,341Expenses 2013: $2,095,359Net Income 2013: -$775,0182013Revenue 2014: $1,621,357Expenses 2014: $1,721,974Net Income 2014: -$100,6172014Revenue 2015: $2,067,536Expenses 2015: $1,877,961Net Income 2015: $189,5752015Revenue 2016: $1,467,417Expenses 2016: $1,769,874Net Income 2016: -$302,4572016Revenue 2017: $1,807,516Expenses 2017: $1,543,661Net Income 2017: $263,8552017Revenue 2018: $1,477,375Expenses 2018: $1,804,869Net Income 2018: -$327,4942018Revenue 2019: $1,476,913Expenses 2019: $1,610,038Net Income 2019: -$133,1252019Revenue 2020: $1,543,792Expenses 2020: $2,316,861Net Income 2020: -$773,0692020Revenue 2021: $1,324,177Expenses 2021: $1,558,424Net Income 2021: -$234,2472021Revenue 2022: $920,841Expenses 2022: $1,756,593Net Income 2022: -$835,7522022Revenue 2023: $1,503,886Expenses 2023: $1,493,013Net Income 2023: $10,8732023Revenue 2024: $2,400,175Expenses 2024: $2,588,216Net Income 2024: -$188,0412024

Highlighted filing

2011

Revenue-
Expenses$2,021,343
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 10, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Richard V CorballyTrustee-$66,987-$66,987
Michael G GartlandTrustee-$66,986-$66,986
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-See Attachment 4N/ASee Attachment, NY, US$1,498,556
Filing and Contact Details

Filer

EIN
14-6050628
Raw XML Appendix399 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/AccountingFees/AdjustedNetIncome00
AccountingFeesSchedule/AccountingFees/Amount019029
AccountingFeesSchedule/AccountingFees/Category0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps09514
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome09515
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue03214542
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue17818241
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV03214542
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV17818241
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0SEE ATTACHMENT #3
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1SEE ATTACHMENT #1
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue03636092
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue15201430
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV03636092
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV15201430
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0SEE ATTACHMENT #2
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1SEE ATTACHMENT #1
InvestmentsGovtObligationsSch/USGovtSecuritiesEOYBookValue05381273
InvestmentsGovtObligationsSch/USGovtSecuritiesEOYFMV05381273
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/RelatedOrExemptFunctionIncome01116439
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/RelatedOrExemptFunctionIncome053066
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome01169505
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA01169505
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps09514
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm09515
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss019029
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome01119642
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm053066
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps066986
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm066987
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss0133973
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps01498556
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss01498556
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncm01116439
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm01116439
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss01116439
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-851838
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice02446011
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss053066
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome0821496
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCGAdjNetIncm03203
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblPrps03720
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncm03720
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnss07440
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblPrps038323
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncm038323
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnss076646
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps016896
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm0206596
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss0223492
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps019000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncm019000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss038000
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps03867
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm03868
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss024207
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjustedNetIncome01119642
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps01656862
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm0348009
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss02021343
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome01169505
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses01169505
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps0158306
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm0348009
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss0522787
IRS990PF/BalanceSheets/AccountsPayableBOY030589
IRS990PF/BalanceSheets/AccountsPayableEOY022873
IRS990PF/BalanceSheets/AccountsReceivable0171329
IRS990PF/BalanceSheets/AccountsReceivableBOY0171418
IRS990PF/BalanceSheets/AccountsReceivableEOY0171329
IRS990PF/BalanceSheets/AccountsReceivableEOYFMV0171329
IRS990PF/BalanceSheets/CashBOY0111341
IRS990PF/BalanceSheets/CashEOY0141754
IRS990PF/BalanceSheets/CashEOYFMV0141754
IRS990PF/BalanceSheets/GrantsPayableBOY02241061
IRS990PF/BalanceSheets/GrantsPayableEOY02676692
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY015744679
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY011032783
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV011032783
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY08588658
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY08837522
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV08837522
IRS990PF/BalanceSheets/InvestmentsGovtObligBOY0894270
IRS990PF/BalanceSheets/InvestmentsGovtObligEOY05381273
IRS990PF/BalanceSheets/InvestmentsGovtObligEOYFMV05381273
IRS990PF/BalanceSheets/OrgThatFollowSFAS1170X
IRS990PF/BalanceSheets/OtherLiabilitiesBOY02681
IRS990PF/BalanceSheets/OtherNotesAndLoansRcvblBOY01843562
IRS990PF/BalanceSheets/OtherNotesAndLoansRcvblEOY01846464
IRS990PF/BalanceSheets/OtherNotesAndLoansRcvblEOYFMV01846464
IRS990PF/BalanceSheets/OtherNotesAndLoansReceivable01846464
IRS990PF/BalanceSheets/PrepaidExpensesEOY07570
IRS990PF/BalanceSheets/PrepaidExpensesEOYFMV07570
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY0983314
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY0589963
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV0589963
IRS990PF/BalanceSheets/TotalAssetsBOY028337242
IRS990PF/BalanceSheets/TotalAssetsEOY028008658
IRS990PF/BalanceSheets/TotalAssetsEOYFMV028008658
IRS990PF/BalanceSheets/TotalLiabilitiesBOY02274331
IRS990PF/BalanceSheets/TotalLiabilitiesEOY02699565
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY028337242
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY028008658
IRS990PF/BalanceSheets/TotalNetAssetsBOY026062911
IRS990PF/BalanceSheets/TotalNetAssetsEOY025309093
IRS990PF/BalanceSheets/UnrestrictedBOY026062911
IRS990PF/BalanceSheets/UnrestrictedEOY025309093
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome053066
IRS990PF/CapitalGainsAndLosses/NetShortTermCapitalGainOrLoss03203
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-851838
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases0446344
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases0544364
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal025755437
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY026062911
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY025309093
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted01344115
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj01344115
IRS990PF/DistributableAmount/DistributableAmountBeforeDed01344115
IRS990PF/DistributableAmount/MinimumInvestmentReturn01360545
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome016430
IRS990PF/DistributableAmount/TotalTax016430
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear07570
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment024000
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Form2220Attached0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax016430
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment07570
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal016430
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome016430
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments024000
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY028008658
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets027625280
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0989956
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities024787604
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable0414379
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets01847720
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn01360545
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets027210901
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets027625280
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHighestPaidEmpl/AverageHoursPerWeek040.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHighestPaidEmpl/Compensation076646
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHighestPaidEmpl/Name0Maureen Breslin
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHighestPaidEmpl/Title0Manager
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHighestPaidEmpl/USAddress/AddressLine1035 Market Street
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHighestPaidEmpl/USAddress/City0Poughkeepsie
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHighestPaidEmpl/USAddress/State0NY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHighestPaidEmpl/USAddress/ZIPCode012601
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation066987
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation166986
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0Richard V Corbally
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1Michael G Gartland
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1035 Market Street
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1135 Market Street
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0Poughkeepsie
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1Poughkeepsie
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0NY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1NY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode012601
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode112601
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct01747073
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets01738858
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.06390
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.05845
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.05379
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.10684
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.05507
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.04537
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets027210901
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear1027336128
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear2025814063
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear3028291181
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear4032541186
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear5031826769
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome08215
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions01656862
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear101597811
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear201388473
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear303022486
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear401791991
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear501444059
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.31951
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions01656862
IRS990PF/QualifyingDistributions/ExpensesAndContributions01656862
IRS990PF/QualifyingDistributions/QualifyingDistributions01656862
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/LineNumber04 & 8
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement0Interest, Dividends, and Capital Gains/Losses on trust corpus held for charitable distribution.
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10Michael G Gartland
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber08454523085
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1035 Market Street
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0Poughkeepsie
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0NY
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode012601
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/Form990TFiled0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0NY
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0http://mccannfoundation.com/
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/ExcessBusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/MaintExpendResponsibility0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProceedsOrNetIncome0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TrFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0Application should state amount and purpose of request.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0Michael G Gartland
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber08454523085
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine1035 Market Street
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0Poughkeepsie
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0NY
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode012601
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0n/a
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0n/a
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount01498556
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0See Attachment 4
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0See Attachment 4
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10See Attachment 4
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0See Attachment
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode012601
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear01498556
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear01344115
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted01344115
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear10231923
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear20116080
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear301627735
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4063704
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear02352189
IRS990PF/UndistributedIncome/ExcessFromCurrentYear0312747
IRS990PF/UndistributedIncome/ExcessFromYear10231923
IRS990PF/UndistributedIncome/ExcessFromYear20116080
IRS990PF/UndistributedIncome/ExcessFromYear301627735
IRS990PF/UndistributedIncome/ExcessFromYear4063704
IRS990PF/UndistributedIncome/QualifyingDistributions01656862
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus0312747
IRS990PF/UndistributedIncome/TotalCorpus02352189
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover02039442
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherDecreasesSchedule/OtherDecreases/Amount0435631
OtherDecreasesSchedule/OtherDecreases/Amount110713
OtherDecreasesSchedule/OtherDecreases/Description0Grant Expense recognized under FASB 116
OtherDecreasesSchedule/OtherDecreases/Description1Decrease in accrued investment income
OtherExpensesSchedule/OtherExpenses/Description0Telephone
OtherExpensesSchedule/OtherExpenses/Description1Postage and Delivery
OtherExpensesSchedule/OtherExpenses/Description2Office Expense
OtherExpensesSchedule/OtherExpenses/Description3Insurance
OtherExpensesSchedule/OtherExpenses/Description4Foreign Tax Withheld
OtherExpensesSchedule/OtherExpenses/Description5Equipment Rental
OtherExpensesSchedule/OtherExpenses/Description6Dues and Subsriptions
OtherExpensesSchedule/OtherExpenses/Description7Custodial Fees
OtherExpensesSchedule/OtherExpenses/Description8Cleaning
OtherExpensesSchedule/OtherExpenses/Description9Bond Amortization/Accretion
OtherExpensesSchedule/OtherExpenses/Description10Bank Service Charges
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps01221
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps1132
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps26478
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps36193
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps41961
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps5549
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps6326
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps736
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome01221
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome1132
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome26478
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome36194
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome41818
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome51961
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome6550
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome7131802
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome8327
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome956077
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome1036
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks02442
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks1264
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks212956
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks312387
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks41818
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks53922
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks61099
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks7131802
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks8653
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks956077
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks1072
OtherIncreasesSchedule/OtherIncreases/Amount0529746
OtherIncreasesSchedule/OtherIncreases/Amount16902
OtherIncreasesSchedule/OtherIncreases/Amount27716
OtherIncreasesSchedule/OtherIncreases/Description0Unrealized G/L on investments
OtherIncreasesSchedule/OtherIncreases/Description1Increase in Interest Receivable
OtherIncreasesSchedule/OtherIncreases/Description2DECREASE IN A/P
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/BalanceDue0140330
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/BalanceDue11706134
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/BorrowersName/Individual0SAINT PETERS CEMETERY
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/BorrowersName/Individual1SAINT PETERS CEMETERY
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/DateOfNote01994-11
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/DescOfLenderConsideration0CASH
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/InterestRate00.0000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/InterestRate15.0000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/OriginalAmountOfLoan02000000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/PurposeOfLoan0CONST. OF MAUSOLEUMS
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/RepaymentTerms05% INTEREST
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/SecurityProvidedByBorrower0NONE
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome00
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount038000
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0OUTSIDE SERVICES
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps019000
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome019000
TaxesSchedule/Taxes/Amount0213
TaxesSchedule/Taxes/Amount16772
TaxesSchedule/Taxes/Amount2750
TaxesSchedule/Taxes/Amount316472
TaxesSchedule/Taxes/Category0Property Tax
TaxesSchedule/Taxes/Category1Payroll Taxes
TaxesSchedule/Taxes/Category2New York Filing Fee
TaxesSchedule/Taxes/Category3Federal Excise Tax
TaxesSchedule/Taxes/DisbursementsCharitablePrps0106
TaxesSchedule/Taxes/DisbursementsCharitablePrps13386
TaxesSchedule/Taxes/DisbursementsCharitablePrps2375
TaxesSchedule/Taxes/NetInvestmentIncome0107
TaxesSchedule/Taxes/NetInvestmentIncome13386
TaxesSchedule/Taxes/NetInvestmentIncome2375
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0146050628
ReturnHeader/Filer/Name/BusinessNameLine10James J McCann Charitable Trust
ReturnHeader/Filer/NameControl0JAME
ReturnHeader/Filer/Phone08454523085
ReturnHeader/Filer/USAddress/AddressLine1035 Market Street
ReturnHeader/Filer/USAddress/City0Poughkeepsie
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode012601
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-05-10
ReturnHeader/Officer/Name0Michael G Gartland
ReturnHeader/Officer/Title0Trustee
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Pangia & Company CPAs LLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine102 Jefferson Plaza Suite 101
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Poughkeepsie
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode012601
ReturnHeader/Preparer/Name0Vincent C PangiaCPA
ReturnHeader/Preparer/Phone08454544610
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-05-11T08:21:21-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,008,658
Liabilities
$2,699,565
Net assets
$25,309,093
Revenue
-
Expenses
$2,021,343
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$29.4$0.94$28.5$2.40$2.59$0.19
2023Detailed filing. Detailed filing data is available for this year.$28.5$0.92$27.5$1.50$1.49$0.01
2022Detailed filing. Detailed filing data is available for this year.$26.7$1.18$25.5$0.92$1.76$0.84
2021Detailed filing. Detailed filing data is available for this year.$31.5$1.42$30.1$1.32$1.56$0.23
2020Detailed filing. Detailed filing data is available for this year.$28.8$1.80$27.0$1.54$2.32$0.77
2019Detailed filing. Detailed filing data is available for this year.$28.4$2.07$26.3$1.48$1.61$0.13
2018Detailed filing. Detailed filing data is available for this year.$25.7$2.35$23.3$1.48$1.80$0.33
2017Detailed filing. Detailed filing data is available for this year.$28.1$2.66$25.5$1.81$1.54$0.26
2016Detailed filing. Detailed filing data is available for this year.$26.8$0.95$25.9$1.47$1.77$0.30
2015Detailed filing. Detailed filing data is available for this year.$26.7$1.20$25.5$2.07$1.88$0.19
2014Summary only. Only limited summary data is available for this year.$28.5$1.48$1.62$1.72$0.10
2013Detailed filing. Detailed filing data is available for this year.$28.5$1.55$26.9$1.32$2.10$0.78
2012Detailed filing. Detailed filing data is available for this year.$28.0$2.61$25.3$2.13
2011Detailed filing. Detailed filing data is available for this year.$28.0$2.70$25.3$2.02
2010Detailed filing. Detailed filing data is available for this year.$28.3$2.27$26.1$1.91