Civic Intelligence

Walter B & Patricia M Gladstone Andes Scholarship Fund

990PF • Fiscal year 2016 • EIN 16-1541848

Dec 01, 2015 to Nov 30, 2016 • Filed on Aug 15, 2017

c/o WAYNE BANK 717 MAIN STHonesdale, PA 18431

(570) 253-8506

Siviq Scores

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

Liabilities / Assets

89th percentile

0.00x

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

2016 filings • NTEE T20Z • <$500k nonprofits • Source year 2016

Liabilities / Revenue

83rd percentile

0.00x

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

2016 filings • NTEE T • <$500k nonprofits • Source year 2016

Net Margin

86th percentile

68%

Higher net margin than 86% of similar nonprofits.

2016 filings • NTEE T20Z • <$500k nonprofits • Source year 2016

Top Officer Pay

95th percentile

$385

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 2.2% of source-year revenue.

2016 filings • NTEE T20Z • <$500k nonprofits • Source year 2016

Asset Growth

81st percentile

8.9%

Faster asset growth than 81% of similar nonprofits.

2016 filings • NTEE T20Z • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

83rd percentile

76%

Faster revenue growth than 83% of similar nonprofits.

2016 filings • NTEE T • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$143,412

Up $11,696 (+8.9%) from 2015

Net Assets

Up

$143,412

Up $11,696 (+8.9%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$17,148

Up $7,387 (+76%) from 2015

Expenses

Up

$5,452

Up $20 (+0.4%) from 2015

Net Income

Up

$11,696

Up $7,367 (+170%) from 2015

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $124,384Liabilities 2011: $02011Assets 2012: $125,161Liabilities 2012: $02012Assets 2013: $125,806Liabilities 2013: $02013Assets 2014: $127,387Liabilities 2014: $12014Assets 2015: $131,716Liabilities 2015: $0Net Assets 2015: $131,7162015Assets 2016: $143,412Liabilities 2016: $0Net Assets 2016: $143,4122016Assets 2017: $139,679Liabilities 2017: $0Net Assets 2017: $139,6792017Assets 2018: $146,633Liabilities 2018: $0Net Assets 2018: $146,6332018Assets 2019: $147,616Liabilities 2019: $0Net Assets 2019: $147,6162019Assets 2020: $145,414Liabilities 2020: $0Net Assets 2020: $145,4142020Assets 2021: $146,744Liabilities 2021: $0Net Assets 2021: $146,7442021Assets 2022: $139,267Liabilities 2022: $0Net Assets 2022: $139,2672022Assets 2023: $144,509Liabilities 2023: $12023Assets 2025: $141,820Liabilities 2025: $0Net Assets 2025: $141,8202025

Highlighted filing

2016

Assets$143,412
Liabilities$0
Net Assets$143,412

Operations Trend

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

$20K$10K$0-$10KRevenue 2011: $10,524Expenses 2011: $4,761Net Income 2011: $5,7632011Revenue 2012: $5,851Expenses 2012: $5,074Net Income 2012: $7772012Revenue 2013: $5,721Expenses 2013: $5,076Net Income 2013: $6452013Revenue 2014: $6,725Expenses 2014: $5,144Net Income 2014: $1,5812014Revenue 2015: $9,761Expenses 2015: $5,432Net Income 2015: $4,3292015Revenue 2016: $17,148Expenses 2016: $5,452Net Income 2016: $11,6962016Revenue 2017: $5,364Expenses 2017: $9,097Net Income 2017: -$3,7332017Revenue 2018: $16,103Expenses 2018: $9,146Net Income 2018: $6,9572018Revenue 2019: $14,922Expenses 2019: $13,884Net Income 2019: $1,0382019Revenue 2020: $6,618Expenses 2020: $8,785Net Income 2020: -$2,1672020Revenue 2021: $13,632Expenses 2021: $12,199Net Income 2021: $1,4332021Revenue 2022: $3,826Expenses 2022: $11,265Net Income 2022: -$7,4392022Revenue 2023: $9,048Expenses 2023: $3,792Net Income 2023: $5,2562023Revenue 2025: $8,151Expenses 2025: $8,691Net Income 2025: -$5402025

Highlighted filing

2016

Revenue$17,148
Expenses$5,452
Net Income$11,696
Jump To
Filing Snapshot
Filing Period
Dec 1, 2015 to Nov 30, 2016
Signed
Aug 15, 2017
Return Version
2015v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
NATL BANK OF DELAWARE COUNTYTrustee-$385-$385
WAYNE BANKTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Walter B & Patricia M Gladstone
EIN
16-1541848
Phone
5702538506
Address
c/o WAYNE BANK 717 MAIN ST, HONESDALE, PA 18431

Signing Officer

Name
Wayne Bank
Title
Trustee
Signed
2017-08-15
Discuss with paid preparer
Yes

Preparer

Firm
Brian T Kelly CPA & Associates LLC
Address
32-34 North Scott Street, Carbondale, PA 18407
Preparer
Brian T Kelly CPA
Phone
5702822800
Raw XML Appendix298 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/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt0375
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX RETURN PREP
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0375
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
CashDeemedCharitableExplnStmt/ShortExplanationTxt0LARGER CASH BALALNCE NECESSARY TO MAKE REQUIRED DISTRIBUTIONS AND PAY REASONABLE ADMINISTRATIVE EXPENSES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt015000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt121000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt215000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt314000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt410000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt517000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt619000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt74300
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt86000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt97000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt104300
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0SPDR BARCLAYS ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1VANGUARD WINDSOR II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2VANGUARD GNMA ADMIRAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3GOLDMAN SACHS CD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4AMERICAN CENURY EQUITY INSTL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5DODGE & COX INCOME FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6AMERICAN FUNDS EUROPACIFIC GROWTH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7LOOMIS SAYLES BOND INSTL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8PRUDENTIAL SHORT TERM CORP CL Z
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9T ROWE PRICE BLUE CHIP GR I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10VANGUARD REIT INDEX FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11VANGUARD INFLATION PROT ADM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12VANGUARD MIDCAP INDEX FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13VANGUARD SMALL CAP INDEX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt014682
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt121075
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt214624
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt313101
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt49695
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt516742
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt619026
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt73879
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt85875
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt97052
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt104431
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
IRS990PF/AddressChangeInd0X
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt03071
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt014025
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt052
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt017148
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt017148
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0375
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0375
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt03404
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt014025
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0192
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0193
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0385
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt04000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt04000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt03071
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt03071
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt03071
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt011696
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0142426
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt052
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt052
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt052
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt014025
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt016955
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt0281
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt050
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt050
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0642
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt03404
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt04617
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0193
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt05452
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt017148
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt017148
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0617
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0193
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01452
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12013-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0128401
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0281
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt113744
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0281
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt113744
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0281
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1142145
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt014025
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0281
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt011696
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0143412
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0131716
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0143412
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt06431
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt06431
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt06431
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt06770
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0339
IRS990PF/DistributableAmountGrp/TotalTaxAmt0339
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt0500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0339
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0161
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt0161
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0339
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0339
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0500
IRS990PF/FMVAssetsEOYAmt0140994
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0118321
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0118321
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt03315
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt010812
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt010812
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0128401
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0132600
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0130182
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt013395
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt025091
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0131716
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0143412
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0140994
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0131716
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0143412
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0131716
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0143412
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0142406
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt07064
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0135342
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt07004
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt06770
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0135402
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0142406
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0385
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0NATL BANK OF DELAWARE COUNTY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1WAYNE BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 389
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1717 MAIN ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0WALTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1HONESDALE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd013856
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd118431
IRS990PF/Organization501c3ExemptPFInd0X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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0245 MAIN ST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ONEONTA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd013820
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0COMMUNITY BANK NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum06074334124
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0DISTRIBUTE INCOME TO ANDES CENTRAL SCHOOL FOR THE PURPOSE OF MAKING ANNUAL SCHOLARSHIPS
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt04617
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt04000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO AWARD SCHOLARSHIPS FOR COLLEGE TUITION & FEES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ANDES CENTRAL SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt085 DELAWARE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ANDES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd013731
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt04000
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/AppliedToYear1Amt04617
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt06431
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt01634
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04617
IRS990PF/UndistributedIncomeGrp/Taxable1Amt01634
IRS990PF/UndistributedIncomeGrp/Taxable2Amt02387
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt01634
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt06431
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt07004
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NYS FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt050
TaxesSchedule/TaxesDetail/Amt0642
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WAYNE BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WALTER B & PATRICIA M GLADSTONE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ANDES SCHOLARSHIP FUND
ReturnHeader/Filer/BusinessNameControlTxt0WALT
ReturnHeader/Filer/EIN0161541848
ReturnHeader/Filer/PhoneNum05702538506
ReturnHeader/Filer/USAddress/AddressLine1Txt0c/o WAYNE BANK 717 MAIN ST
ReturnHeader/Filer/USAddress/CityNm0HONESDALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd018431
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BRIAN T KELLY CPA & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt032-34 North Scott Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Carbondale
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd018407
ReturnHeader/PreparerPersonGrp/PhoneNum05702822800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Brian T Kelly CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-08-23T07:39:50-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-12-01
ReturnHeader/TaxPeriodEndDt02016-11-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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