Walter B & Patricia M Gladstone Andes Scholarship Fund

990PF • Fiscal year 2015 • EIN 16-1541848

Dec 01, 2014 to Nov 30, 2015 • Filed on Mar 20, 2016

Organization Profile

P O Box 389Walton, NY 13856

(607) 746-9515

Siviq Scores

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

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • NTEE T20Z • <$500k nonprofits • Source year 2015

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • NTEE T20Z • <$500k nonprofits • Source year 2015

44%

Higher net margin than 77% of similar nonprofits.

2015 filings • NTEE T20Z • <$500k nonprofits • Source year 2015

$455

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 4.7% of source-year revenue.

2015 filings • NTEE T20Z • <$500k nonprofits • Source year 2015

3.4%

Faster asset growth than 74% of similar nonprofits.

2015 filings • NTEE T20Z • <$500k nonprofits • Annualized from 2014 to 2015

45%

Faster revenue growth than 76% of similar nonprofits.

2015 filings • NTEE T20Z • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet

Liabilities / Assets87th percentile

Assets

$131,716

Up $4,329 (+3.4%) from 2014

Net Assets

$131,716

No earlier filing loaded for comparison.

Liabilities

Down

Down $1 (-100%) from 2014

Revenue And Expenses

Liabilities / Revenue86th percentile Net Margin77th percentile

Revenue

$9,761

Up $3,036 (+45%) from 2014

Expenses

$5,432

Up $288 (+5.6%) from 2014

Net Income

$4,329

Up $2,748 (+174%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

Highlighted filing

2015

Assets$131,716

Liabilities$0

Net Assets$131,716

Open 2015 Filing

Operations Trend

Revenue Growth76th percentile

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

Highlighted filing

2015

Revenue$9,761

Expenses$5,432

Net Income$4,329

Open 2015 Filing

Jump To

Filing Snapshot

Filing Period: Dec 1, 2014 to Nov 30, 2015
Signed: Mar 20, 2016
Return Version: 2014v6.0

Compensation and Service Providers

Top Officer Pay96th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
NATL BANK OF DELAWARE COUNTY	Trustee	-	$455	-	$455

Filing and Contact Details

Filer

Filer Name: Walter B & Patricia M Gladstone
EIN: 16-1541848
Address: P O BOX 389, WALTON, NY 13856

Signing Officer

Name: Paul Wood
Title: Trust Officer
Signed: 2016-03-20

Preparer

Firm: Creative Tax Planning Associates Inc
Address: 118 MAIN ST, DELHI, NY 13753
Preparer: Thomas F Kelley CPA
Phone: 6077469515

Raw XML Appendix238 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt	0	TAX PREPARATION FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt	0	337
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt	0	38
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt	0	2012-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	0	FHLB 2.55% CALLED
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt	0	5000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	0	5000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt	0	PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt	0	2015-10
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	7058+ SH VANGUARD GNMA PORTFOLIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	1	1,512+ SH VANGUARD WINDSOR II
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	2	65 SPDR BARCLAYS ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	0	2010
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	1	40400
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	2	77991
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	3	8000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	0	SPDR BARCLAY ETF (RECLASS FROM 2014)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	1	VANGUARD WINDSOR II (RECLASS FROM 20
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	2	VANGUARD GNMA FD ADM (RECLASS FROM 2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	3	GOLDMAN SACHS 6 MO CD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	0	1726
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	1	55395
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	2	75380
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	3	8000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	0	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	1	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	2	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	3	AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt	0	3971
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd	0	14
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IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	3766
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt	0	410
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt	0	45
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	4000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	4000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt	0	2000
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	3971
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	8766
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt	0	24
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt	0	24
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	3766
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	7585
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt	0	93
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	602
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	5256
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	176
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	5432
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	7761
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	9761
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	176
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	1432
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt	0	3766
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	4329
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	131716
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	127387
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	131716
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	7004
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	7004
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	7004
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	7156
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	152
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	152
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	152
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt	0	152
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	152
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt	0	152
IRS990PF/FMVAssetsEOYAmt	0	143816
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt	0	114555
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt	0	118321
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt	0	120401
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt	0	128401
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt	0	140501
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IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt	0	13395
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt	0	1986
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt	0	3315
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	127387
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	143816
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	127387
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	131716
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	127387
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	131716
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt	0	5000
IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	145300
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	2651
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	69916
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	2180
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	72733
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	7156
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	143120
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	145300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	0.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	455
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	NATL BANK OF DELAWARE COUNTY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	0	PO BOX 389
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	WALTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	0	13856
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd	0	true
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt	0	5256
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt	0	5256
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt	0	5256
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
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IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY1Yr	0	2013
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	true
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm	0	NATL BANK OF DELAWARE COUNTY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	PO BOX 389
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	WALTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	13856
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	6078654126
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	INCOME CONTRIBUTED TO ANDES CENTRAL SCHOOL FOR ANNUAL SCHOLARSHIPS.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt	0	5256
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt	0	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	4000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	ANDES CENTRAL SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	85 DELAWARE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	ANDES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	13731
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	4000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	5256
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	7004
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	5256
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	1634
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	7004
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	6890
TaxesSchedule/TaxesDetail/Amt	0	50
TaxesSchedule/TaxesDetail/Amt	1	93
TaxesSchedule/TaxesDetail/Amt	2	459
TaxesSchedule/TaxesDetail/CategoryTxt	0	NY STATE FILING FEES 11/30/14
TaxesSchedule/TaxesDetail/CategoryTxt	1	FORM 990PF
TaxesSchedule/TaxesDetail/CategoryTxt	2	EXCISE TAX DUE 11/30/14
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	50
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	459
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	93
ReturnHeader/BuildTS	0	2016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	PAUL WOOD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2016-03-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	WALTER B & PATRICIA M GLADSTONE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt	0	ANDES SCHOLARSHIP FUND
ReturnHeader/Filer/BusinessNameControlTxt	0	WALT
ReturnHeader/Filer/EIN	0	161541848
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	P O BOX 389
ReturnHeader/Filer/USAddress/CityNm	0	WALTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	NY
ReturnHeader/Filer/USAddress/ZIPCd	0	13856
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	010754392
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	CREATIVE TAX PLANNING ASSOCIATES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	118 MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	DELHI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	13753
ReturnHeader/PreparerPersonGrp/PhoneNum	0	6077469515
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2016-03-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	THOMAS F KELLEY CPA
ReturnHeader/ReturnTs	0	2016-04-04T08:59:30-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2014-12-01
ReturnHeader/TaxPeriodEndDt	0	2015-11-30
ReturnHeader/TaxYr	0	2014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing

Assets: $131,716
Liabilities: $0
Net assets: $131,716
Revenue: $9,761
Expenses: $5,432
Net income: $4,329

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$1.42	$0.00	$1.42	$0.08	$0.09	$0.01
2023Summary only. Only limited summary data is available for this year.	$1.45	$0.00		$0.09	$0.04	$0.05
2022Detailed filing. Detailed filing data is available for this year.	$1.39	$0.00	$1.39	$0.04	$0.11	$0.07
2021Detailed filing. Detailed filing data is available for this year.	$1.47	$0.00	$1.47	$0.14	$0.12	$0.01
2020Detailed filing. Detailed filing data is available for this year.	$1.45	$0.00	$1.45	$0.07	$0.09	$0.02
2019Detailed filing. Detailed filing data is available for this year.	$1.48	$0.00	$1.48	$0.15	$0.14	$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.47	$0.00	$1.47	$0.16	$0.09	$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.40	$0.00	$1.40	$0.05	$0.09	$0.04
2016Detailed filing. Detailed filing data is available for this year.	$1.43	$0.00	$1.43	$0.17	$0.05	$0.12
2015Detailed filing. Detailed filing data is available for this year.	$1.32	$0.00	$1.32	$0.10	$0.05	$0.04
2014Summary only. Only limited summary data is available for this year.	$1.27	$0.00		$0.07	$0.05	$0.02
2013Summary only. Only limited summary data is available for this year.	$1.26	$0.00		$0.06	$0.05	$0.01
2012Summary only. Only limited summary data is available for this year.	$1.25	$0.00		$0.06	$0.05	$0.01
2011Summary only. Only limited summary data is available for this year.	$1.24	$0.00		$0.11	$0.05	$0.06