Civic Intelligence

The Nicholas Charitable Trust 001183

990PF • Fiscal year 2015 • EIN 14-6197843

Jan 01, 2015 to Dec 31, 2015 • Filed on May 04, 2016

Organization Profile
C/O Nbt Bank Na 52 S Broad StNorwich, NY 13815

(607) 337-6497

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

14th percentile

-35%

Higher net margin than 14% of similar nonprofits.

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

Top Officer Pay

49th percentile

$22,110

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 21.3% of source-year revenue.

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

Asset Growth

39th percentile

-1.7%

Faster asset growth than 39% of similar nonprofits.

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

Revenue Growth

24th percentile

-13%

Faster revenue growth than 24% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$2,044,142

Down $36,280 (-1.7%) from 2014

Net Assets

Down

$2,044,142

Down $36,280 (-1.7%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin14th percentile

Revenue

Down

$103,805

Down $15,756 (-13%) from 2014

Expenses

Up

$139,961

Up $2,419 (+1.8%) from 2014

Net Income

Down

-$36,156

Down $18,175 (-101%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,174,989Liabilities 2010: $0Net Assets 2010: $2,174,9892010Assets 2011: $2,142,116Liabilities 2011: $0Net Assets 2011: $2,142,1162011Assets 2012: $2,149,573Liabilities 2012: $0Net Assets 2012: $2,149,5732012Assets 2013: $2,098,403Liabilities 2013: $0Net Assets 2013: $2,098,4032013Assets 2014: $2,080,422Liabilities 2014: $0Net Assets 2014: $2,080,4222014Assets 2015: $2,044,142Liabilities 2015: $0Net Assets 2015: $2,044,1422015Assets 2016: $1,998,694Liabilities 2016: $0Net Assets 2016: $1,998,6942016Assets 2017: $1,955,155Liabilities 2017: $0Net Assets 2017: $1,955,1552017Assets 2018: $1,909,538Liabilities 2018: $0Net Assets 2018: $1,909,5382018Assets 2019: $1,939,706Liabilities 2019: $0Net Assets 2019: $1,939,7062019Assets 2020: $1,903,214Liabilities 2020: $0Net Assets 2020: $1,903,2142020Assets 2021: $1,957,404Liabilities 2021: $0Net Assets 2021: $1,957,4042021Assets 2022: $1,879,250Liabilities 2022: $0Net Assets 2022: $1,879,2502022Assets 2023: $1,875,439Liabilities 2023: $0Net Assets 2023: $1,875,4392023Assets 2024: $1,881,723Liabilities 2024: $0Net Assets 2024: $1,881,7232024

Highlighted filing

2015

Assets$2,044,142
Liabilities$0
Net Assets$2,044,142
Open 2015 Filing

Operations Trend

Revenue Growth24th percentile

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

$200K$100K$0-$100KExpenses 2010: $71,7722010Expenses 2011: $111,4902011Expenses 2012: $130,8202012Revenue 2013: $86,638Expenses 2013: $137,808Net Income 2013: -$51,1702013Revenue 2014: $119,561Expenses 2014: $137,542Net Income 2014: -$17,9812014Revenue 2015: $103,805Expenses 2015: $139,961Net Income 2015: -$36,1562015Revenue 2016: $74,669Expenses 2016: $120,185Net Income 2016: -$45,5162016Revenue 2017: $91,905Expenses 2017: $135,475Net Income 2017: -$43,5702017Revenue 2018: $90,695Expenses 2018: $136,050Net Income 2018: -$45,3552018Revenue 2019: $157,496Expenses 2019: $126,651Net Income 2019: $30,8452019Revenue 2020: $97,854Expenses 2020: $129,347Net Income 2020: -$31,4932020Revenue 2021: $186,458Expenses 2021: $134,063Net Income 2021: $52,3952021Revenue 2022: $72,074Expenses 2022: $152,554Net Income 2022: -$80,4802022Revenue 2023: $131,391Expenses 2023: $134,996Net Income 2023: -$3,6052023Revenue 2024: $139,638Expenses 2024: $133,282Net Income 2024: $6,3562024

Highlighted filing

2015

Revenue$103,805
Expenses$139,961
Net Income-$36,156
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 4, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$22,110-$22,110
Filing and Contact Details

Filer

Filer Name
The Nicholas Charitable Trust 001183
EIN
14-6197843
Phone
6073376497
Address
C/O NBT BANK NA 52 S BROAD ST, NORWICH, NY 13815

Signing Officer

Name
Timothy J Handy
Title
Senior VP
Phone
6073376497
Signed
2016-05-04
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
99 WOOD AVE SOUTH, ISELIN, NJ 08830
Preparer
Diego Restrepo
Phone
7327679100
Raw XML AppendixShowing 400 of 687 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/GrossSalesPriceAmt212
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt324
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt412
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt568
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt671
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt720
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt850
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt920
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1051
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1113
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1211
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1313
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1411
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1514
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1611
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1714
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1853
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1914
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2010
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2114
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2211
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2315
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2411000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2511000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt265000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt275000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt285000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2910000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc011.67 GNMA PL #354721 6.500% 12/15/23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc123.41 GNMA II PL #003075 6.000% 4/20/16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc211.74 GNMA PL #354721 6.500% 12/15/23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc323.55 GNMA II PL #003075 6.000% 4/20/16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc411.84 GNMA PL #354721 6.500% 12/15/23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc568.18 GNMA II PL #003075 6.000% 4/20/16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc671.45 GNMA PL #354721 6.500% 12/15/23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc719.89 GNMA II PL #003075 6.000% 4/20/16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc850.02 GNMA PL #354721 6.500% 12/15/23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc919.87 GNMA II PL #003075 6.000% 4/20/16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1050.79 GNMA PL #354721 6.500% 12/15/23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1113.39 GNMA II PL #003075 6.000% 4/20/16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1210.57 GNMA PL #354721 6.500% 12/15/23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1313.47 GNMA II PL #003075 6.000% 4/20/16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1410.67 GNMA PL #354721 6.500% 12/15/23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1513.55 GNMA II PL #003075 6.000% 4/20/16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1610.69 GNMA PL #354721 6.500% 12/15/23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1713.62 GNMA II PL #003075 6.000% 4/20/16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1852.93 GNMA PL #354721 6.500% 12/15/23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1913.86 GNMA II PL #003075 6.000% 4/20/16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2010.48 GNMA PL #354721 6.500% 12/15/23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2113.78 GNMA II PL #003075 6.000% 4/20/16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2210.55 GNMA PL #354721 6.500% 12/15/23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2314.58 GNMA II PL #003075 6.000% 4/20/16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc24828.313 DODGE & COX INCOME FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc251031.895 FEDERATED TOTAL RETURN BOND FUND #328
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc26181.159 HARTFORD MIDCAP FUND-Y
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc27144.342 T ROWE PRICE DIVIDEND GROWTH FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2859.2 VANGUARD MORGAN GROWTH FD-AD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc29938.967 VANGUARD GNMA FUND ADM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc30CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02015-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12015-01-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22015-02-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32015-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42015-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52015-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62015-04-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72015-04-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82015-05-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92015-05-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102015-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112015-06-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122015-07-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132015-07-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142015-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152015-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162015-09-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172015-09-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182015-10-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192015-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202015-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212015-11-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt222015-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt232015-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt242015-12-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt252015-12-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt262015-12-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt272015-12-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt282015-12-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt292015-12-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt047169
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-36156
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt02515
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt02391
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02046657
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02080422
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02044142
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0112387
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0112387
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0112387
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0113224
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0837
IRS990PF/DistributableAmountGrp/TotalTaxAmt0837
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0151
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0988
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0837
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0151
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0837
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0837
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0988
IRS990PF/FMVAssetsEOYAmt02156667
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt02080337
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt02044142
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01004
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0744
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0744
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt052003
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt052003
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt050599
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt02001993
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01960020
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt02073776
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt085
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt023814
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt030174
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt030174
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02080422
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02044142
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02156667
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02080422
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02044142
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02080422
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02044142
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt01608
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt01201
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt01374
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02298958
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt034492
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02264466
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt034484
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0113224
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02264474
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02298958
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0NBT BANK NA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt022110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt052 SOUTH BROAD STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NORWICH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd013815
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt096501
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt097338
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0115217
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0115203
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0111144
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt089940
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt054735
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.042615
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.049548
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.050364
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.048567
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.039809
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.024787
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0837
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02264474
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02325343
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02287422
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02288445
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02259294
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02208193
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0118542
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.213075
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0117705
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0118542
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0837
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0118542
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,044,142
Liabilities
$0
Net assets
$2,044,142
Revenue
$103,805
Expenses
$139,961
Net income
-$36,156
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.14$0.13$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.13$0.13$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.07$0.15$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.19$0.13$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.10$0.13$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.16$0.13$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.09$0.14$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.09$0.14$0.04
2016Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.07$0.12$0.05
2015Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.10$0.14$0.04
2014Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.12$0.14$0.02
2013Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.09$0.14$0.05
2012Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.13
2011Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.11
2010Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.07