Civic Intelligence

L M Brown Tr FBO Lois M Brown Scholarship Fund 01283

990PF • Fiscal year 2011 • EIN 14-6083274

Jan 01, 2011 to Dec 31, 2011 • Filed on Apr 14, 2012

One M T Plaza 8th Floor14203
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$54,908

Flat from 2011

Net Assets

$54,908

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2011

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$3,802

Flat from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2010: $57,531Liabilities 2010: $0Net Assets 2010: $57,5312010Assets 2011: $54,908Liabilities 2011: $0Net Assets 2011: $54,9082011Assets 2011: $54,908Liabilities 2011: $12011Assets 2012: $52,601Liabilities 2012: $0Net Assets 2012: $52,6012012Assets 2013: $55,026Liabilities 2013: $0Net Assets 2013: $55,0262013Assets 2014: $56,000Liabilities 2014: $0Net Assets 2014: $56,0002014Assets 2015: $56,667Liabilities 2015: $0Net Assets 2015: $56,6672015Assets 2016: $53,684Liabilities 2016: $0Net Assets 2016: $53,6842016Assets 2017: $55,488Liabilities 2017: $0Net Assets 2017: $55,4882017Assets 2018: $54,959Liabilities 2018: $0Net Assets 2018: $54,9592018Assets 2019: $54,171Liabilities 2019: $0Net Assets 2019: $54,1712019Assets 2020: $53,232Liabilities 2020: $0Net Assets 2020: $53,2322020Assets 2021: $54,805Liabilities 2021: $0Net Assets 2021: $54,8052021Assets 2022: $53,286Liabilities 2022: $0Net Assets 2022: $53,2862022Assets 2023: $51,695Liabilities 2023: $0Net Assets 2023: $51,6952023Assets 2024: $52,578Liabilities 2024: $0Net Assets 2024: $52,5782024

Highlighted filing

2011

Assets$54,908
Liabilities$0
Net Assets$54,908

Operations Trend

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

$10K$5.0K$0-$5.0KExpenses 2010: $3,6072010Expenses 2011: $3,8022011Revenue 2011: $1,179Expenses 2011: $3,802Net Income 2011: -$2,6232011Expenses 2012: $4,3972012Revenue 2013: $6,064Expenses 2013: $3,624Net Income 2013: $2,4402013Revenue 2014: $4,841Expenses 2014: $3,855Net Income 2014: $9862014Revenue 2015: $4,490Expenses 2015: $3,826Net Income 2015: $6642015Revenue 2016: $723Expenses 2016: $3,708Net Income 2016: -$2,9852016Revenue 2017: $5,392Expenses 2017: $3,590Net Income 2017: $1,8022017Revenue 2018: $3,390Expenses 2018: $3,908Net Income 2018: -$5182018Revenue 2019: $2,897Expenses 2019: $3,695Net Income 2019: -$7982019Revenue 2020: $2,784Expenses 2020: $3,729Net Income 2020: -$9452020Revenue 2021: $5,451Expenses 2021: $3,867Net Income 2021: $1,5842021Revenue 2022: $2,788Expenses 2022: $4,299Net Income 2022: -$1,5112022Revenue 2023: $2,031Expenses 2023: $3,602Net Income 2023: -$1,5712023Revenue 2024: $4,455Expenses 2024: $3,516Net Income 2024: $9392024

Highlighted filing

2011

Revenue-
Expenses$3,802
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Apr 14, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MANUFACTURERS AND TRADERS TRUST COTrustee-$862-$862
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantLANSINGBURGH HIGH SCHOOLSCHOLARSHIPSNON PROFITTROY, NY, US$2,834
Filing and Contact Details

Filer

EIN
14-6083274
Raw XML AppendixShowing 400 of 760 raw XML fields

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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired402011-02-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired412010-11-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired422011-02-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired432011-10-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired442009-04-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired452006-10-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired462011-10-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired472009-04-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired482007-08-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired492011-10-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired502006-10-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired512007-12-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired522005-11-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired532011-02-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02011-02-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12011-02-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22011-02-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32011-02-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42011-02-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52011-02-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62011-02-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold72011-02-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold82011-02-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold92011-02-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold102011-02-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold112011-02-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold122011-02-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold132011-02-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold142011-04-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold152011-04-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold162011-04-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold172011-04-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold182011-04-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold192011-04-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold202011-04-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold212011-04-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold222011-04-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold232011-04-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold242011-04-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold252011-04-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold262011-10-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold272011-10-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold282011-10-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold292011-10-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold302011-10-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold312011-10-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold322011-10-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold332011-10-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold342011-10-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold352011-10-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold362011-10-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold372011-10-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold382011-11-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold392011-11-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold402011-11-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold412011-11-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold422011-11-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold432011-11-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold442011-11-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold452011-11-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold462011-11-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold472011-11-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold482011-11-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold492011-11-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold502011-11-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold512011-11-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold522011-11-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold532011-11-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset039.249 LSV VALUE EQUITY FUND STRATEGY
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset118. ALPINE GLOBAL PREMIER PPTYS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset25.693 HARBOR FD INTL FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset324. ING CLARION GLOBAL R/E INCOME FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset48.912 T. ROWE PRICE INST LGE-CAP GROWTH
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset514.064 MTB SM CAP GRWTH-INST I-FD #555
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset617.168 MTB MID CAP GRWTH-INST I-FD #401
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset719.95 MTB LGE CAP VAL-INST I #327
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset837.455 MTB LGE CAP GRWTH-INST I #299
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset939.571 MTB INTL EQ-INST I-FD #270
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset103.627 MASTERS SELECT INTERNATIONAL FD #306
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset112.868 MORGAN STANLEY FOCUS GROWTH CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1258.585 RIDGEWORTH SEIX FLT RATE HI INC CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset13.9573 ALPINE GLOBAL PREMIER PPTYS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset145.673 LSV VALUE EQUITY FUND STRATEGY
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1522. ALPINE GLOBAL PREMIER PPTYS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset16.699 GUINNESS ATKINSON CHINA & HONG KONG
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset171.172 GUINNESS ATKINSON - GLBL ENERGY FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset18.383 HARBOR FD INTL FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1918. ING CLARION GLOBAL R/E INCOME FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset205.911 LAZARD EMRG-MKTS EQ PORTFOLIO CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset213.999 MTB SM CAP GRWTH-INST I-FD #555
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset222.241 MTB MID CAP GRWTH-INST I-FD #401
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset232.473 MTB LGE CAP VAL-INST I #327
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset241.537 MASTERS SELECT INTERNATIONAL FD #306
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset252.427 RS GLOBAL NATURAL RESOURCES CL Y
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset264.546 DWS FLOATING RATE CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset277.456 DREYFUS INTERNATIONAL BOND CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset284.855 DREYFUS INTERNATIONAL BOND CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset295.279 FEDERATED ULTRA SHORT BOND CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset303.081 T. ROWE PRICE INST LGE-CAP GROWTH
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset31.355 T. ROWE PRICE INST LGE-CAP GROWTH
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset327.731 MFS EMERGING MARKETS DEBT FD-CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3354.384 MTB SH TERM CORP BD-INST I-#518
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset34108.309 MTB INCOME FUND-INST I-FD #143
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset352.95 MAINSTAY EPOCH GLOBAL EQ YIELD CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset361.285 MORGAN STANLEY FOCUS GROWTH CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3711.621 RIDGEWORTH SEIX FLT RATE HI INC CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3897.018 LSV VALUE EQUITY FUND STRATEGY
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3922. ALPINE GLOBAL PREMIER PPTYS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset402.622 ARTIO GLOBAL HIGH INCOME CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4118. CBRE CLARION GLBL REAL ESTATE INCOME
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset421.125 GUINNESS ATKINSON CHINA & HONG KONG
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset433.948 HARBOR FD INTL FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset444.221 HARBOR FD INTL FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4539.032 T. ROWE PRICE INST LGE-CAP GROWTH
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4614.817 LITMAN GREGORY MSTR SLCT INT'L CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset479.266 LITMAN GREGORY MSTR SLCT INT'L CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset485.873 MTB SM CAP GRWTH-INST I-FD #555
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset493.448 MTB MID CAP GRWTH-INST I-FD #401
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5064.073 MTB LGE CAP VAL-INST I #327
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5181.416 MTB LGE CAP GRWTH-INST I #299
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset52211.136 MTB INTL EQ-INST I-FD #270
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset531.352 RS GLOBAL NATURAL RESOURCES CL Y
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss097
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1-7
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2138

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$52.6$0.00$52.6$4.46$3.52$0.94
2023Detailed filing. Detailed filing data is available for this year.$51.7$0.00$51.7$2.03$3.60$1.57
2022Detailed filing. Detailed filing data is available for this year.$53.3$0.00$53.3$2.79$4.30$1.51
2021Detailed filing. Detailed filing data is available for this year.$54.8$0.00$54.8$5.45$3.87$1.58
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$53.2$0.00$53.2$2.78$3.73$0.95
2019Detailed filing. Detailed filing data is available for this year.$54.2$0.00$54.2$2.90$3.70$0.80
2018Detailed filing. Detailed filing data is available for this year.$55.0$0.00$55.0$3.39$3.91$0.52
2017Detailed filing. Detailed filing data is available for this year.$55.5$0.00$55.5$5.39$3.59$1.80
2016Detailed filing. Detailed filing data is available for this year.$53.7$0.00$53.7$0.72$3.71$2.99
2015Detailed filing. Detailed filing data is available for this year.$56.7$0.00$56.7$4.49$3.83$0.66
2014Detailed filing. Detailed filing data is available for this year.$56.0$0.00$56.0$4.84$3.86$0.99
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$55.0$0.00$55.0$6.06$3.62$2.44
2012Detailed filing. Detailed filing data is available for this year.$52.6$0.00$52.6$4.40
2011Detailed filing. Detailed filing data is available for this year.$54.9$0.00$54.9$3.80
2011Summary only. Only limited summary data is available for this year.$54.9$0.00$1.18$3.80$2.62
2010Detailed filing. Detailed filing data is available for this year.$57.5$0.00$57.5$3.61