Civic Intelligence

Joseph and Inez E Carbone Foundation Tr

990PF • Fiscal year 2018 • EIN 16-1475079

Jan 01, 2018 to Dec 31, 2018 • Filed on Feb 13, 2019

291 Genesee StreetUtica, NY 13501

(315) 724-2145

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.00x

Higher debt load relative to assets than 72% of similar nonprofits.

2018 filings • NTEE T • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

72nd percentile

0.00x

Higher debt load relative to revenue than 72% of similar nonprofits.

2018 filings • NTEE T • $1M-$5M nonprofits • Source year 2018

Net Margin

35th percentile

-12%

Higher net margin than 35% of similar nonprofits.

2018 filings • NTEE T • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • NTEE T • $1M-$5M nonprofits • Source year 2018

Asset Growth

46th percentile

-0.9%

Faster asset growth than 46% of similar nonprofits.

2018 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

45th percentile

-1.5%

Faster revenue growth than 45% of similar nonprofits.

2018 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Down

$1,905,424

Down $17,965 (-0.9%) from 2017

Net Assets

Down

$1,905,411

Down $16,018 (-0.8%) from 2017

Liabilities

Down

$13

Down $1,947 (-99%) from 2017

Revenue

Down

$129,645

Down $2,018 (-1.5%) from 2017

Expenses

Up

$145,663

Up $10,670 (+7.9%) from 2017

Net Income

Down

-$16,018

Down $12,688 (-381%) from 2017

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,112,812Liabilities 2010: $0Net Assets 2010: $1,112,8122010Assets 2011: $1,125,186Liabilities 2011: $0Net Assets 2011: $1,125,1862011Assets 2012: $1,203,875Liabilities 2012: $0Net Assets 2012: $1,203,8752012Assets 2013: $1,209,348Liabilities 2013: $0Net Assets 2013: $1,209,3482013Assets 2014: $1,210,614Liabilities 2014: $5,500Net Assets 2014: $1,205,1142014Assets 2015: $1,451,922Liabilities 2015: $1,253Net Assets 2015: $1,450,6692015Assets 2016: $1,925,773Liabilities 2016: $1,014Net Assets 2016: $1,924,7592016Assets 2017: $1,923,389Liabilities 2017: $1,960Net Assets 2017: $1,921,4292017Assets 2018: $1,905,424Liabilities 2018: $13Net Assets 2018: $1,905,4112018Assets 2019: $2,010,287Liabilities 2019: $969Net Assets 2019: $2,009,3182019Assets 2020: $2,112,944Liabilities 2020: $1,517Net Assets 2020: $2,111,4272020Assets 2021: $2,141,548Liabilities 2021: $250Net Assets 2021: $2,141,2982021Assets 2022: $1,932,198Liabilities 2022: $250Net Assets 2022: $1,931,9482022Assets 2023: $1,806,310Liabilities 2023: $18,130Net Assets 2023: $1,788,1802023Assets 2024: $1,735,850Liabilities 2024: $14,400Net Assets 2024: $1,721,4502024

Highlighted filing

2018

Assets$1,905,424
Liabilities$13
Net Assets$1,905,411

Operations Trend

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

$600K$400K$200K$0-$200K-$400KExpenses 2010: $45,7342010Expenses 2011: $71,7402011Expenses 2012: $71,5452012Revenue 2013: $69,903Expenses 2013: $64,430Net Income 2013: $5,4732013Revenue 2014: $95,509Expenses 2014: $99,743Net Income 2014: -$4,2342014Revenue 2015: $414,562Expenses 2015: $169,007Net Income 2015: $245,5552015Revenue 2016: $569,257Expenses 2016: $95,167Net Income 2016: $474,0902016Revenue 2017: $131,663Expenses 2017: $134,993Net Income 2017: -$3,3302017Revenue 2018: $129,645Expenses 2018: $145,663Net Income 2018: -$16,0182018Revenue 2019: $296,859Expenses 2019: $192,952Net Income 2019: $103,9072019Revenue 2020: $333,478Expenses 2020: $231,369Net Income 2020: $102,1092020Revenue 2021: $273,723Expenses 2021: $243,852Net Income 2021: $29,8712021Revenue 2022: $45,800Expenses 2022: $255,150Net Income 2022: -$209,3502022Revenue 2023: $118,869Expenses 2023: $262,637Net Income 2023: -$143,7682023Revenue 2024: $185,256Expenses 2024: $251,986Net Income 2024: -$66,7302024

Highlighted filing

2018

Revenue$129,645
Expenses$145,663
Net Income-$16,018
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Feb 13, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ENESSA M CARBONETrustee-$0--
ALEXANDER E CARBONETrustee-$0--
JOSEPH A CARBONETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Joseph and Inez E Carbone Foundation
EIN
16-1475079
Phone
3157242145
Address
291 GENESEE STREET, UTICA, NY 13501

Signing Officer

Name
Alexander E Carbone
Title
Trustee
Phone
3157242145
Signed
2019-02-13
Discuss with paid preparer
Yes

Preparer

Firm
Fitzgerald Depietro & Wojnas Cpas Pc
Address
291 GENESEE STREET, UTICA, NY 13501
Preparer
Michael J Depietro
Phone
3157242145
Raw XML AppendixShowing 400 of 929 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/GrossSalesPriceAmt18268997
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt19140593
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt20140475
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt217787
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2213237
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt236609
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2433
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc010 SHARES CARTERS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1150 SHARES ISHARES CORE MSCI EAFE ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2150 SHARES ISHARES CORE MSCI EMERGING ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3105 SHARES ISHARES RUSSELL 2000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc425 SHARES LKQ CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc570 SHARES CATERPILLAR INC.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc635 SHARES PRAXAIR INC.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc770 SHARES UNION PACIFIC CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8130 SHARES FACTSET RESEARCH SYS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9210 SHARES XYLEM INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1025 SHARES ISHARES RUSSELL 2000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1115 SHARES ISHARES RUSSELL 2000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12ORACLE CORP BOND SALE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13240 SHARES CARTERS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14480 SHARES HAIN CELESTIAL GROUP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1575 SHARES VANGUARD ST COR BD ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16125 SHARES MCCORMICK AND CO INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17255 SHARES EQT CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc184550 SHARES ISHARES CORE MSCI EAFE ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc192875 SHARES ISHARES CORE MSCI EMERGING ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20960 SHARES ISHARES RUSSELL 2000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21135 SHARES EAGLE MATERIALS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22550 SHARES LKQ CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2386 SHARES DELL TECHNOLOGIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc240.7167 SHARES DELL TECHNOLOGIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-08-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-11-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22018-11-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32018-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42018-12-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52018-02-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62018-02-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72018-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82018-04-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92018-04-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102018-06-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112018-06-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122018-08-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132018-08-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142018-08-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152018-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162018-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172018-11-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182018-11-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192018-11-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202018-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212018-12-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt222018-12-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt232018-12-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt242018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt065451
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-16018
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01905411
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01921429
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01905411
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0116298
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0116298
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0116298
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0118054
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01756
IRS990PF/DistributableAmountGrp/TotalTaxAmt01756
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0237
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt07
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01756
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0237
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01756
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01756
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02000
IRS990PF/FMVAssetsEOYAmt02151921
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt01960
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt013
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0184161
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt074505
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt074505
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0195253
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0209801
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0207978
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01412186
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01542231
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01790017
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt063152
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt024986
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt024986
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01923389
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01905424
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02151921
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt01960
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt013
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01923389
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01905424
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01921429
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01905411
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt01921429
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt01905411
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt068637
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt053901
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt054435
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02397031
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0142847
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02254184
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt035955
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0118054
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02361076
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02397031
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ENESSA M CARBONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ALEXANDER E CARBONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JOSEPH A CARBONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt018 WESTWOOD LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt142 HOFFMAN ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2202 STONEGATE RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NEW HARTFORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1NEW HARTFORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2NEW HARTFORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd013413
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd113413
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd213413
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0136480
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0137358
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0116600
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt081000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0153980
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt074973
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt052760
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.057804
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.052199
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.048603
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.097885
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.050152
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.040180
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0878
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02361076
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02233762
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01666577
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01573067
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01494909
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01313079
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0126700
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.289019
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0126700
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0126700
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0126700
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ENESSA CARBONE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0291 GENESEE STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0UTICA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd013501
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.74$0.01$1.72$0.19$0.25$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.81$0.02$1.79$0.12$0.26$0.14
2022Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.05$0.26$0.21
2021Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.27$0.24$0.03
2020Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$0.33$0.23$0.10
2019Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.30$0.19$0.10
2018Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.13$0.15$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.13$0.13$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.92$0.57$0.10$0.47
2015Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.41$0.17$0.25
2014Detailed filing. Detailed filing data is available for this year.$1.21$0.01$1.21$0.10$0.10$0.00
2013Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.07$0.06$0.01
2012Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.07
2011Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.07
2010Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.05