Civic Intelligence

Katharine Bontecou Memorial Charitable Trust

990PF • Fiscal year 2013 • EIN 14-6199874

Sep 01, 2012 to Aug 31, 2013 • Filed on Jan 13, 2014

Organization Profile
Milleraubin PO Box C12545
Siviq Scores

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

Liabilities / Assets

91st percentile

0.03x

Higher debt load relative to assets than 91% of similar nonprofits.

2013 filings • NTEE T21 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

90th percentile

$1,183

Higher top officer pay than 90% of similar nonprofits.

2013 filings • NTEE T • <$500k nonprofits • Source year 2013

Asset Growth

54th percentile

-0.3%

Faster asset growth than 54% of similar nonprofits.

2013 filings • NTEE T21 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets91st percentile

Assets

Down

$493,597

Down $1,529 (-0.3%) from 2012

Net Assets

$480,197

No earlier filing loaded for comparison.

Liabilities

Up

$13,400

Up $100 (+0.8%) from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$26,375

Up $1,224 (+4.9%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$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

2013

Assets$493,597
Liabilities$13,400
Net Assets$480,197
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2013

Revenue-
Expenses$26,375
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2012 to Aug 31, 2013
Signed
Jan 13, 2014
Return Version
2012v2.0
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN MILLERTrusteePT$1,183-$1,183
SHIRLEY SHEA DEJARNETTETrusteePT$1,183-$1,183
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSOUTH KINGSTOWN LAND TRUSTCHARITABLENONEWAKEFIELD, RI, US$6,000
Paid GrantDUTCHESS LAND CONSERVANCYCHARITABLENONEMILLBROOK, NY, US$3,600
Paid GrantMILLBROOK EDUCATION FOUNDATIONCHARITABLENONEMILLBROOK, NY, US$2,600
Paid GrantBERKSHIRE TACONIC COMMUNITY FOUNDATIONCHARITABLENONEGREAT BARRINGTON, MA, US$1,200
Filing and Contact Details

Filer

EIN
14-6199874
Raw XML Appendix357 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFees/AdjustedNetIncome0975
AccountingFeesSchedule/AccountingFees/Amount0975
AccountingFeesSchedule/AccountingFees/Category0ANDRE MOGLIA & CO CPA PC TAX PREPARATION
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps0975
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome0975
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis052147
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired02011-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold02013-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice056689
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired0Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name0500 SHS IBOXX INVESTMENT CORP BOND ETF
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/PurchaserName/Business/BusinessNameLine10UBS FINANCIAL SERVICES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet04542
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue0105517
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV0109471
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0COMMERCE TRUST CO.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue0320702
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV0463406
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0COMMERCE TRUST CO.
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount020196
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/RelatedOrExemptFunctionIncome04542
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount08
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount020204
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome04542
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA024746
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncm0975
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps0975
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm0975
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss0975
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome07229
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm04542
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncm02366
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps02366
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm02366
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss02366
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps013400
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss013400
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncm020196
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm020196
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss020196
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-1629
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice056689
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncm08
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm08
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss08
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncm01250
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblPrps01250
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncm01250
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnss01250
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss04542
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome011771
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncm0100
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps0100
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm0100
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss0100
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncm08188
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps08188
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncm08188
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss08188
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncm096
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps096
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm096
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss096
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjustedNetIncome020204
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm012975
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps026375
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm012975
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss026375
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome024746
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses024746
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm012975
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps012975
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm012975
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss012975
IRS990PF/BalanceSheets/AccountsPayableBOY013300
IRS990PF/BalanceSheets/AccountsPayableEOY013400
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY0124581
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY0105517
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV0109471
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0310819
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0320702
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV0463406
IRS990PF/BalanceSheets/InvestmentsOtherBOY011931
IRS990PF/BalanceSheets/OrgThatFollowSFAS1170X
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY047795
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY067378
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV067378
IRS990PF/BalanceSheets/TotalAssetsBOY0495126
IRS990PF/BalanceSheets/TotalAssetsEOY0493597
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0640255
IRS990PF/BalanceSheets/TotalLiabilitiesBOY013300
IRS990PF/BalanceSheets/TotalLiabilitiesEOY013400
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0495126
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0493597
IRS990PF/BalanceSheets/TotalNetAssetsBOY0481826
IRS990PF/BalanceSheets/TotalNetAssetsEOY0480197
IRS990PF/BalanceSheets/UnrestrictedBOY0481826
IRS990PF/BalanceSheets/UnrestrictedEOY0480197
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome04542
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/AdjustedBasisAsOf12316900
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis052147
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02011-08-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02013-08-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation00
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0500SHS IBOXX INVESTMENT CORP BOND ETF
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis00
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf12316900
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss04542
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses04542
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice056689
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-1629
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0480197
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0481826
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0480197
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted032557
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj032557
IRS990PF/DistributableAmount/DistributableAmountBeforeDed032557
IRS990PF/DistributableAmount/MinimumInvestmentReturn032675
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0118
IRS990PF/DistributableAmount/TotalTax0118
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0118
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0118
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0118
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue0118
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidOriginalReturn00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0640255
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0663452
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances042231
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0621221
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable09952
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn032675
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0653500
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0663452
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition05.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition15.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation01183
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation11183
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0SUSAN MILLER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1SHIRLEY SHEA DEJARNETTE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10110CHURCH ST
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine113386 PIPERFIFE COURT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0MILLBROOK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1KESWICK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0NY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1VA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode012545
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode122947
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct026291
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets026173
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.040050
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.041903
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.042394
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.042154
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.023349
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.050448
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0653500
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10597925
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20593807
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30536510
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40479474
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50648507
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0118
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions026375
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1025055
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2025174
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3022616
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4011195
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5032716
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.200248
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions026257
IRS990PF/QualifyingDistributions/ExpensesAndContributions026375
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm0118
IRS990PF/QualifyingDistributions/QualifyingDistributions026375
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/LineNumber08
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement0GAIN ON SALE OF PUBLICLY TRADED SECURITIES
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10MILLER & AUBIN ATTORNEYS AT LAW
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber08456773494
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10110 CHURCH STREET
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0MILLBROOK
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0NY
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode012545
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0NY
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/ContributingManager0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount01200
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount16000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount23600
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount32600
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10BERKSHIRE TACONIC COMMUNITY FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11SOUTH KINGSTOWN LAND TRUST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12DUTCHESS LAND CONSERVANCY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13MILLBROOK EDUCATION FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10271 MAIN STREET SUITE 3
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11313 MAIN STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12ROUTE 44
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13PO BOX 453
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0GREAT BARRINGTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1WAKEFIELD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2MILLBROOK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3MILLBROOK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1RI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode0012301972
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode102879
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode212545
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode312545
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/ShareholderManager0NONE
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear013400
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted032557
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1025151
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2025223
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3022616
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4011225
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear50673
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear50673
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0110590
IRS990PF/UndistributedIncome/ExcessFromCurrentYear026375
IRS990PF/UndistributedIncome/ExcessFromYear1025151
IRS990PF/UndistributedIncome/ExcessFromYear2025223
IRS990PF/UndistributedIncome/ExcessFromYear3022616
IRS990PF/UndistributedIncome/ExcessFromYear4011225
IRS990PF/UndistributedIncome/QualifyingDistributions026375
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus026375
IRS990PF/UndistributedIncome/TaxableAmount2029800
IRS990PF/UndistributedIncome/TotalCorpus0111263
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover084888
IRS990PF/UndistributedIncome/UndistributedIncomeCY032557
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear029800
LegalFeesSchedule/LegalFees/AdjustedNetIncome01250
LegalFeesSchedule/LegalFees/Amount01250
LegalFeesSchedule/LegalFees/Category0MILLER & AUBIN LEGAL
LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps01250
LegalFeesSchedule/LegalFees/NetInvestmentIncome01250
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome0100
OtherExpensesSchedule/OtherExpenses/Description0NYS FILING FEE
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps0100
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome0100
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0100
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome06029
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome12159
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount06029
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount12159
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0DEJARNETTE INVESTMENT ADVISORS INVESTMENT MANAGEMENT
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category1COMMERCE TRUST COMPANY TRUSTEE FEE
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps06029
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps12159
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome06029
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome12159
TaxesSchedule/Taxes/AdjustedNetIncome096
TaxesSchedule/Taxes/Amount096
TaxesSchedule/Taxes/Category0FEDERAL INCOME TAX
TaxesSchedule/Taxes/DisbursementsCharitablePrps096
TaxesSchedule/Taxes/NetInvestmentIncome096
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/Filer/EIN0146199874
ReturnHeader/Filer/Name/BusinessNameLine10KATHARINE BONTECOU MEMORIAL CHARITABLE TRUST
ReturnHeader/Filer/NameControl0KATH
ReturnHeader/Filer/Phone08456773494
ReturnHeader/Filer/USAddress/AddressLine10MILLERAUBIN PO BOX C
ReturnHeader/Filer/USAddress/City0MILLBROOK
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode012545
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02014-01-13
ReturnHeader/Officer/Name0SUSAN MILLER
ReturnHeader/Officer/Phone08456773494
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10AE MOGLIA CPA PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10798 ROUTE 9 STE G
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0FISHKILL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode012524
ReturnHeader/Preparer/Name0ARTHUR FREEHILL CPA
ReturnHeader/Preparer/Phone08456352389
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-09-01
ReturnHeader/TaxPeriodEndDate02013-08-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02014-01-15T11:40:27-08:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$493,597
Liabilities
$13,400
Net assets
$480,197
Revenue
-
Expenses
$26,375
Net income
-
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