Civic Intelligence

Trust Uwo Jessie S Burkett

EIN 16-6092636 • Delhi, NY

124 Main StreetDelhi, NY 13753
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

75th percentile

21%

Higher net margin than 75% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$3,029

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 18.2% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

60th percentile

1.9%

Faster asset growth than 60% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

91st percentile

106%

Faster revenue growth than 91% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$181,269

Up $3,316 (+1.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$181,269

Up $3,316 (+1.9%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin75th percentile

Revenue

Up

$16,647

Up $8,581 (+106%) from 2023

Expenses

Up

$13,184

Up $349 (+2.7%) from 2023

Net Income

Up

$3,463

Up $8,232 (+173%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth60th percentile

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

$200K$150K$100K$50K$0Assets 2011: $176,589Liabilities 2011: $12011Assets 2012: $177,819Liabilities 2012: $12012Assets 2013: $172,224Liabilities 2013: $0Net Assets 2013: $172,2242013Assets 2014: $170,582Liabilities 2014: $0Net Assets 2014: $170,5822014Assets 2015: $173,974Liabilities 2015: $0Net Assets 2015: $173,9742015Assets 2016: $172,410Liabilities 2016: $0Net Assets 2016: $172,4102016Assets 2017: $170,624Liabilities 2017: $0Net Assets 2017: $170,6242017Assets 2018: $173,413Liabilities 2018: $0Net Assets 2018: $173,4132018Assets 2019: $170,638Liabilities 2019: $0Net Assets 2019: $170,6382019Assets 2020: $174,377Liabilities 2020: $0Net Assets 2020: $174,3772020Assets 2021: $187,720Liabilities 2021: $0Net Assets 2021: $187,7202021Assets 2022: $182,919Liabilities 2022: $0Net Assets 2022: $182,9192022Assets 2023: $177,953Liabilities 2023: $0Net Assets 2023: $177,9532023Assets 2024: $181,269Liabilities 2024: $0Net Assets 2024: $181,2692024

Highlighted filing

2024

Assets$181,269
Liabilities$0
Net Assets$181,269
Open 2024 Filing

Operations Trend

Revenue Growth91st percentile

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

$30K$20K$10K$0-$10KRevenue 2011: $5,871Expenses 2011: $7,053Net Income 2011: -$1,1822011Revenue 2012: $10,975Expenses 2012: $9,746Net Income 2012: $1,2292012Revenue 2013: $7,436Expenses 2013: $13,031Net Income 2013: -$5,5952013Revenue 2014: $11,690Expenses 2014: $13,373Net Income 2014: -$1,6832014Revenue 2015: $18,397Expenses 2015: $15,004Net Income 2015: $3,3932015Revenue 2016: $9,409Expenses 2016: $10,972Net Income 2016: -$1,5632016Revenue 2017: $9,339Expenses 2017: $10,927Net Income 2017: -$1,5882017Revenue 2018: $12,923Expenses 2018: $10,129Net Income 2018: $2,7942018Revenue 2019: $7,195Expenses 2019: $10,210Net Income 2019: -$3,0152019Revenue 2020: $13,471Expenses 2020: $9,176Net Income 2020: $4,2952020Revenue 2021: $22,210Expenses 2021: $10,438Net Income 2021: $11,7722021Revenue 2022: $9,075Expenses 2022: $13,856Net Income 2022: -$4,7812022Revenue 2023: $8,066Expenses 2023: $12,835Net Income 2023: -$4,7692023Revenue 2024: $16,647Expenses 2024: $13,184Net Income 2024: $3,4632024

Highlighted filing

2024

Revenue$16,647
Expenses$13,184
Net Income$3,463
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$181,269
Liabilities
$0
Net assets
$181,269
Revenue
$16,647
Expenses
$13,184
Net income
$3,463
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.81$0.00$1.81$0.17$0.13$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.78$0.00$1.78$0.08$0.13$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.83$0.00$1.83$0.09$0.14$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.22$0.10$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.74$0.00$1.74$0.13$0.09$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.71$0.00$1.71$0.07$0.10$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.73$0.00$1.73$0.13$0.10$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.71$0.00$1.71$0.09$0.11$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.72$0.00$1.72$0.09$0.11$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.18$0.15$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.12$0.13$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.07$0.13$0.06
2012Summary only. Only limited summary data is available for this year.$1.78$0.00$0.11$0.10$0.01
2011Summary only. Only limited summary data is available for this year.$1.77$0.00$0.06$0.07$0.01
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 4, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteePT$3,345-$3,345
Filing and Contact Details

Filer

Filer Name
Tuw Jessie S Burkett Fbo Jessie S Burkett
EIN
16-6092636
Phone
8554133544
Address
124 MAIN STREET, DELHI, NY 13753

Signing Officer

Name
Kim Oliver
Title
Sr Tr Officer
Phone
8554133544
Signed
2022-05-04
Discuss with paid preparer
Yes

Preparer

Firm
Trust Processing Solutions
Address
P O BOX 894, MILFORD, OH 45150-0894
Preparer
Doug Hart
Phone
5137748805
Raw XML Appendix373 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
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0INVESCO SENIOR FLOATING RATE C
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1BLACKROCK INC FD A
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2DODGE & COX INCOME
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3PIMCO DIVERSIFIED INCOME FUND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4VANGUARD TOTAL BOND INDEX FD A
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt021413
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt123334
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt221500
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt323536
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt418500
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt021323
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt122562
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt222925
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt323223
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt419672
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt03617
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt14015
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt22268
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt32037
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt43067
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt52328
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt62891
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt74660
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt82570
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt95561
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt103418
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt026933
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt119126
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt214249
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt316062
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt45505
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt54990
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt66407
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt76888
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt85568
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt97911
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt105965
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ISHARES MORNINGSTAR GROWTH ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ISHARES MORNINGSTAR US EQUITY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2S&P ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3VANGUARD SMALL CAP GROWTH ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4INVESCO DISCOVERY MID CAP GROW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5ALGER CAPITAL APPRECIATION INS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6AMERICAN CENTURY SUSTAINABLE E
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7CARILLON EAGLE MID CAP GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8THE GROWTH FD OF AMERICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9MFS GROWTH FUND CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10VALUE LINE SMALL CAP OPPORTUNI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt08017
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt16000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt27000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt35000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt48006
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt55000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0STATE BK OF INDIA CD US 2.35%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1GOLDMAN SACHS BK CD 1.8% 11/21
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2MORGAN STANLEY PR CD 1.45% 4/3
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3TEXAS EXCHANGE BK CD CALL 5/5/
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4ENERBANK USA CD 0.55% 9/25/25
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5JPMORGAN CHASE CD CALL 4/16/21
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt08012
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt16080
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt27090
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt34943
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt47839
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt54873
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt02176
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt019439
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0595
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt022210
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt022210
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt019439
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt03011
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0335
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt03345
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt06900
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt06900
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt02176
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt02176
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt011772
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt061095
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0595
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0595
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt019439
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt021875
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0100
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0100
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt093
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt010011
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0335
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt010438
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt022210
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt022210
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03111
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0335
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt03538
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12021-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt035653
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt16003
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt015434
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-66
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt24071
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt34071
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt015434
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-66
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt051087
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt15937
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc02. CHARLES SCHWAB #7566-0019
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11. CHARLES SCHWAB #7566-0019
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt019439
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt011772
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01571
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0187720
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0174377
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0187720
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt012903
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt012903
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt012903
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt013207
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0304
IRS990PF/DistributableAmountGrp/TotalTaxAmt0304
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0304
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0304
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0304
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0304
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt0272128
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0174377
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0187720
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0108283
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0109705
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt036432
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0119604
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0133148
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt039023
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt038837
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt041229
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt03982
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt03982
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0174377
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0187720
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0272128
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0174377
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0187720
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0174377
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0187720
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0268163
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0268163
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt04022
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt013207
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0264141
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0268163
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0DELAWARE NATIONAL BANK OF DELHI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt03345
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0124 MAIN STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0DELHI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd013753
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt010011
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt010011
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0124 MAIN STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0DELHI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd013753
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0DELAWARE NATIONAL BANK OF DEHLI
IRS990PF/StatementsRegardingActyGrp/PhoneNum08554133544
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03450
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13450
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0JESSIE S BURKETT SCHOLARSHIP FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1COLLEGE FOUNDATION DELHI INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0DELHI CENTRAL SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt1ATTN JOEL SMITH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0ATTN MICHAEL NADEAU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1454 DELHI DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DELHI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1DELHI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0137531230
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1137534450
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt06900
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/AppliedToCurrentYearAmt02934
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt07077
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt012903
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010011
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt09969
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt07077
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER NON-ALLOCABLE EXPENSE -
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01571
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0TIMING & BOOK VALUE ADJUSTMENTS
TaxesSchedule/TaxesDetail/Amt093
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KIM OLIVER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SR TR OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum08554133544
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TUW JESSIE S BURKETT FBO JESSIE S BURKETT
ReturnHeader/Filer/BusinessNameControlTxt0BURK
ReturnHeader/Filer/EIN0166092636
ReturnHeader/Filer/PhoneNum08554133544
ReturnHeader/Filer/USAddress/AddressLine1Txt0124 MAIN STREET
ReturnHeader/Filer/USAddress/CityNm0DELHI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd013753
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010604131
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TRUST PROCESSING SOLUTIONS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0P O BOX 894
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0451500894
ReturnHeader/PreparerPersonGrp/PhoneNum05137748805
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOUG HART
ReturnHeader/ReturnTs02022-05-09T12:00:26-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KIM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0OLIVER
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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