Civic Intelligence

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

990PF • Fiscal year 2020 • EIN 14-6050628

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 21, 2021

Organization Profile
35 Market StreetPoughkeepsie, NY 12601

(845) 452-3085

Siviq Scores

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

Liabilities / Assets

39th percentile

0.06x

Higher debt load relative to assets than 39% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

80th percentile

1.16x

Higher debt load relative to revenue than 80% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Source year 2020

Net Margin

10th percentile

-50%

Higher net margin than 10% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

22nd percentile

$46,984

Higher top officer pay than 22% of similar nonprofits.

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

2020 filings • $25M-$50M nonprofits • Source year 2020

Asset Growth

34th percentile

1.4%

Faster asset growth than 34% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

58th percentile

4.5%

Faster revenue growth than 58% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$28,801,187

Up $393,114 (+1.4%) from 2019

Net Assets

Up

$27,005,660

Up $664,116 (+2.5%) from 2019

Liabilities

Down

$1,795,527

Down $271,002 (-13%) from 2019

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin10th percentile

Revenue

Up

$1,543,792

Up $66,879 (+4.5%) from 2019

Expenses

Up

$2,316,861

Up $706,823 (+44%) from 2019

Net Income

Down

-$773,069

Down $639,944 (-481%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth34th 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

2020

Assets$28,801,187
Liabilities$1,795,527
Net Assets$27,005,660
Open 2020 Filing

Operations Trend

Revenue Growth58th percentile

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

2020

Revenue$1,543,792
Expenses$2,316,861
Net Income-$773,069
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 21, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay22nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICK GARTLANDVice President-$46,984-$46,984
RICHARD V CORBALLYPresident-$46,983-$46,983
Filing and Contact Details

Filer

Filer Name
James J Mccann Charitable Trust
EIN
14-6050628
Phone
8454523085
Address
35 MARKET STREET, POUGHKEEPSIE, NY 12601

Signing Officer

Name
John B Corbally
Title
Trustee
Phone
8454523085
Signed
2021-10-21
Discuss with paid preparer
Yes

Preparer

Firm
Prager Metis Cpas LLC
Address
510 HAIGHT AVENUE, POUGHKEEPSIE, NY 12603
Preparer
Parul Patel
Phone
8454737774
Raw XML AppendixShowing 400 of 784 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/GainsMinusExcessOrLossesAmt11290
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12-30318
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt138022
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt141
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt157832
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1679290
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt172531
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1861276
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt190
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt20-49
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt211550
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt22-1094
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt23-436
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt24-458
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt25-253
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt26106703
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt27466227
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2810055
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt297398
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3018216
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0453549
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1780738
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21678
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt314735
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt45091
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt54920
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt68428
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt71026160
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt81129766
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt98215
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1035273
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt116292
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1222832
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13794788
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt146
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1516661
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt16159732
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt17225260
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt18595430
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1912690
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt208954
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2136367
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2216328
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt235347
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2411632
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt258259
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt261168568
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt272333935
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2811234
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2914197
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3018216
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0ML 68 ST COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1ML 68 LT COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CARRIER GLOBAL CORP REG
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3NEXTERA ENERGY INC SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4TRAVELERS COS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5RAYTHEON TECHNOLOGIES CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6UNITED TECHS CORP COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7ML 69 ST COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8ML 69 LT COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9WATSON PHARMACEUT 3.25%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10CAP ONE FINCL CO 4.75%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11GOLDMAN SACHS GRO 5.25%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12BNY 58 ST COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13BNY 58 LT COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14VIATRIS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15WISDOMTREE SMALLCAP DVD FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16WISDOMTREE SMALLCAP DVD FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17MS 80 ST COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18MS 80 LT COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19FHLMC 15G G18684 3000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20FHLMC 30G G08705 3000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21FHLMC 30G G08721 3000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22FHLMC 30G G60713 3500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23FNMA POOL AL3967 4500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc24FNMA POOL BC4714 3000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc25FNMA POOL MA2896 3500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc26MS 81 ST COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc27MS 81 LT COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc28NORTHROP GRUMMAN CP (HLDG CO)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc29US BANCORP COM NEW
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc30CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-05-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-04-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22020-04-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32020-05-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42020-01-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52020-02-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62020-05-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72020-05-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82020-11-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92020-04-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102020-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112020-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122020-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132020-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142020-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152020-12-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162020-12-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172020-12-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182020-09-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192020-11-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0828693
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt057742
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-773069
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01675201
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt027005660
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt026103528
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt027005660
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01391338
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01391338
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01391338
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01408440
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt017102
IRS990PF/DistributableAmountGrp/TotalTaxAmt017102
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt022547
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0351
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt040000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt017102
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt022547
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt017102
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt017102
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt040000
IRS990PF/FMVAssetsEOYAmt028801187
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt09544
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt025004
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt040060
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt064391
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt064391
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt04898096
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt04375223
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt04375223
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt017609939
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt019802417
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt019802417
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt02281277
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt01770523
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt026103528
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt027005660
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt071692
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt055001
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt055001
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt01005925
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt01956311
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt01005925
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt01005925
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0481839
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0805879
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0805879
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt028394349
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt028801187
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt028801187
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt02290821
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt01795527
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt028394349
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt028801187
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt026103528
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt027005660
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt03336412
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt02692351
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt02692351
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt028597769
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt052226
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt026357219
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0428967
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt02188324
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01408440
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt028168802
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt028597769
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt046984
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt146983
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PATRICK GARTLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1RICHARD V CORBALLY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt035 MARKET STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt135 MARKET STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0POUGHKEEPSIE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1POUGHKEEPSIE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd012601
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd112601
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt02003401
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt02003401
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt02003401
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt03
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt14
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt27
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt38
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0INVESTMENT INCOME GENERATED IS USED FOR PURPOSES OF CHARITABLE DISTRIB
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1INVESTMENT INCOME GENERATED IS USED FOR PURPOSES OF CHARITABLE DISTRIB
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt2INVESTMENT INCOME GENERATED IS USED FOR PURPOSES OF CHARITABLE DISTRIB

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,801,187
Liabilities
$1,795,527
Net assets
$27,005,660
Revenue
$1,543,792
Expenses
$2,316,861
Net income
-$773,069
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
Peer Organizations

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