Civic Intelligence

Katharine Bontecou Memorial Charitable Trust

EIN 14-6199874 • Sunset Beach, NC

Susan Aubin 620 Eastwood Park RdSunset Beach, NC 28468
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

83rd percentile

0.11x

Higher debt load relative to assets than 83% of similar nonprofits.

NTEE T21 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

94th percentile

1.99x

Higher debt load relative to revenue than 94% of similar nonprofits.

NTEE T21 • <$500k nonprofits • Source year 2025

Net Margin

14th percentile

-172%

Higher net margin than 14% of similar nonprofits.

NTEE T21 • <$500k nonprofits • Source year 2025

Top Officer Pay

96th percentile

$1,521

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 6.1% of source-year revenue.

NTEE T21 • <$500k nonprofits • Source year 2025

Asset Growth

67th percentile

1.5%

Faster asset growth than 67% of similar nonprofits.

NTEE T21 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

13th percentile

-84%

Faster revenue growth than 13% of similar nonprofits.

NTEE T21 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$450,055

Up $49,653 (+12%) from 2023

Liabilities

Flat

$50,000

Flat from 2023

Net Assets

$400,055

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue94th percentileNet Margin14th percentile

Revenue

Down

$25,122

Down $2,498 (-9.0%) from 2023

Expenses

Up

$68,267

Up $3,201 (+4.9%) from 2023

Net Income

Down

-$43,145

Down $5,699 (-15%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth67th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2011: $498,724Liabilities 2011: $13,2002011Assets 2012: $495,126Liabilities 2012: $13,3002012Assets 2013: $493,597Liabilities 2013: $13,400Net Assets 2013: $480,1972013Assets 2014: $485,696Liabilities 2014: $13,400Net Assets 2014: $472,2962014Assets 2015: $484,179Liabilities 2015: $16,000Net Assets 2015: $468,1792015Assets 2016: $478,000Liabilities 2016: $20,000Net Assets 2016: $458,0002016Assets 2017: $465,221Liabilities 2017: $20,000Net Assets 2017: $445,2212017Assets 2018: $453,222Liabilities 2018: $25,000Net Assets 2018: $428,2222018Assets 2019: $437,472Liabilities 2019: $35,0002019Assets 2020: $413,382Liabilities 2020: $37,500Net Assets 2020: $375,8822020Assets 2021: $444,520Liabilities 2021: $50,000Net Assets 2021: $394,5202021Assets 2022: $437,848Liabilities 2022: $50,000Net Assets 2022: $387,8482022Assets 2023: $400,402Liabilities 2023: $50,0002023Assets 2025: $450,055Liabilities 2025: $50,000Net Assets 2025: $400,0552025

Highlighted filing

2025

Assets$450,055
Liabilities$50,000
Net Assets$400,055
Open 2025 Filing

Operations Trend

Revenue Growth13th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2011: $10,467Expenses 2011: $25,223Net Income 2011: -$14,7562011Revenue 2012: $21,453Expenses 2012: $25,151Net Income 2012: -$3,6982012Expenses 2013: $26,3752013Revenue 2014: $18,986Expenses 2014: $26,887Net Income 2014: -$7,9012014Revenue 2015: $19,449Expenses 2015: $23,566Net Income 2015: -$4,1172015Revenue 2016: $18,431Expenses 2016: $28,610Net Income 2016: -$10,1792016Revenue 2017: $18,866Expenses 2017: $31,645Net Income 2017: -$12,7792017Revenue 2018: $19,892Expenses 2018: $36,891Net Income 2018: -$16,9992018Revenue 2019: $21,591Expenses 2019: $47,341Net Income 2019: -$25,7502019Revenue 2020: $21,200Expenses 2020: $47,790Net Income 2020: -$26,5902020Revenue 2021: $80,152Expenses 2021: $61,514Net Income 2021: $18,6382021Revenue 2022: $58,900Expenses 2022: $65,572Net Income 2022: -$6,6722022Revenue 2023: $27,620Expenses 2023: $65,066Net Income 2023: -$37,4462023Revenue 2025: $25,122Expenses 2025: $68,267Net Income 2025: -$43,1452025

Highlighted filing

2025

Revenue$25,122
Expenses$68,267
Net Income-$43,145
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$450,055
Liabilities
$50,000
Net assets
$400,055
Revenue
$25,122
Expenses
$68,267
Net income
-$43,145
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.50$0.50$4.00$0.25$0.68$0.43
2023Summary only. Only limited summary data is available for this year.$4.00$0.50$0.28$0.65$0.37
2022Detailed filing. Detailed filing data is available for this year.$4.38$0.50$3.88$0.59$0.66$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.45$0.50$3.95$0.80$0.62$0.19
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.13$0.38$3.76$0.21$0.48$0.27
2019Summary only. Only limited summary data is available for this year.$4.37$0.35$0.22$0.47$0.26
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.53$0.25$4.28$0.20$0.37$0.17
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.65$0.20$4.45$0.19$0.32$0.13
2016Detailed filing. Detailed filing data is available for this year.$4.78$0.20$4.58$0.18$0.29$0.10
2015Detailed filing. Detailed filing data is available for this year.$4.84$0.16$4.68$0.19$0.24$0.04
2014Detailed filing. Detailed filing data is available for this year.$4.86$0.13$4.72$0.19$0.27$0.08
2013Detailed filing. Detailed filing data is available for this year.$4.94$0.13$4.80$0.26
2012Summary only. Only limited summary data is available for this year.$4.95$0.13$0.21$0.25$0.04
2011Summary only. Only limited summary data is available for this year.$4.99$0.13$0.10$0.25$0.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2024 to Aug 31, 2025
Signed
Dec 28, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN MILLERTrusteePT$1,521-$1,521
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantHARLEM VALLEY RAIL TRAIL ASSOCIATIONCHARITABLENONEMILLERTON, NY, US$23,000
Paid GrantDUTCHESS LAND CONSERVANCYCHARITABLENONEMILLBROOK, NY, US$16,000
Paid GrantSOUTH KINGSTOWN LAND TRUSTCHARITABLENONEWAKEFIELD, RI, US$7,000
Paid GrantMILLBROOK EDUCATION FOUNDATIONCHARITABLENONEMILLBROOK, NY, US$2,500
Paid GrantBERKSHIRE TACONIC COMMUNITY FOUNDATIONCHARITABLENONEGREAT BARRINGTON, MA, US$1,500
Filing and Contact Details

Filer

Filer Name
Katharine Bontecou Memorial Charitable Trust
EIN
14-6199874
Phone
8456773494
Address
SUSAN AUBIN 620 EASTWOOD PARK RD, SUNSET BEACH, NC 28468

Signing Officer

Name
Susan Miller
Title
Trustee
Phone
8456773494
Signed
2025-12-28
Discuss with paid preparer
Yes

Preparer

Firm
Arthur Freehill CPA Pc
Address
PO BOX 1617, PLEASANT VALLEY, NY 12569
Preparer
Arthur M Freehill CPA
Phone
8456352389
Raw XML Appendix305 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/AccountingFeesDetail/AdjustedNetIncomeAmt01350
AccountingFeesSchedule/AccountingFeesDetail/Amt01350
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ARTHUR FREEHILL CPA PC TAX PREPARATION
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01350
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01350
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0BANK OF MILLBROOK TRUST DEPARTMENT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt050000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt048132
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0357019
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt01245969
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0BANK OF MILLBROOK TRUST DEPARTMENT
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt025122
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt025122
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt025122
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt01350
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01350
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01350
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01350
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt06855
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt01521
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt01521
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt01521
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt01521
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt050000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt050000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt025122
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt025122
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt025122
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-43145
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt06855
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt013151
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt013151
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt013151
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt013151
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt01995
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt01995
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01995
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01995
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt025122
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt018267
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt068267
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt018267
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt068267
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt025122
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt025122
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt018267
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt018267
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt018267
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt018267
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-43145
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0400055
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0443200
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0400055
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt062405
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt062405
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt062405
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt062500
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt095
IRS990PF/DistributableAmountGrp/TotalTaxAmt095
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt095
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt095
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt095
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt095
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/FMVAssetsEOYAmt01337137
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt050000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt050000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt050000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt048132
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0296431
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0357019
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01245969
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0443200
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0400055
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt096769
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt043036
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt043036
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0443200
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0450055
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01337137
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt050000
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0443200
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0450055
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0443200
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0400055
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01269042
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt061083
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01207959
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt019036
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt062500
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01250006
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01269042
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt01521
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SUSAN MILLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0620-13D EASTWOOD PARK ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SUNSET BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd028468
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt068267
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt068267
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0620-13D EASTWOOD PARK ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SUNSET BEACH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd028468
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0SUSAN AUBIN
IRS990PF/StatementsRegardingActyGrp/PhoneNum08456773494
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt17000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt216000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt32500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt423000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BERKSHIRE TACONIC COMMUNITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SOUTH KINGSTOWN LAND TRUST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2DUTCHESS LAND CONSERVANCY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3MILLBROOK EDUCATION FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4HARLEM VALLEY RAIL TRAIL ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0271 MAIN STREET SUITE 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1313 MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2ROUTE 44
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 453
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41 JOHN STREET PO BOX 356
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0GREAT BARRINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WAKEFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MILLBROOK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MILLBROOK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4MILLERTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1RI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0012301972
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102879
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd212545
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd312545
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd412546
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt050000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt062405
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt062405
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt06673
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt011224
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt023759
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt05862
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt06673
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt011224
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt068267
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt05862
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt023759
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt017897
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NYS FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0250
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt013151
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt013151
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BANK OF MILLBROOK INVESTMENT MANAGEMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt013151
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt013151
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt01995
TaxesSchedule/TaxesDetail/Amt01995
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt01995
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01995
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN MILLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08456773494
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KATHARINE BONTECOU MEMORIAL CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0KATH
ReturnHeader/Filer/EIN0146199874
ReturnHeader/Filer/PhoneNum08456773494
ReturnHeader/Filer/USAddress/AddressLine1Txt0SUSAN AUBIN 620 EASTWOOD PARK RD
ReturnHeader/Filer/USAddress/CityNm0SUNSET BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028468
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0262722051
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ARTHUR FREEHILL CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1617
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PLEASANT VALLEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012569
ReturnHeader/PreparerPersonGrp/PhoneNum08456352389
ReturnHeader/PreparerPersonGrp/PreparationDt02026-01-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ARTHUR M FREEHILL CPA
ReturnHeader/ReturnTs02026-01-11T08:26:59-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-09-01
ReturnHeader/TaxPeriodEndDt02025-08-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.