Civic Intelligence

Clara a March Trust UW U B Foundation Mrarch Medical Scholars

990PF • Fiscal year 2016 • EIN 16-6119078

Jan 01, 2016 to Dec 31, 2016 • Filed on May 02, 2017

Organization Profile
78 Bryant StreetBuffalo, NY 14209

(716) 883-7800

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

14th percentile

-37%

Higher net margin than 14% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

43rd percentile

$1,234

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 1.6% of source-year revenue.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

64th percentile

4.8%

Faster asset growth than 64% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

89th percentile

52%

Faster revenue growth than 89% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$1,759,385

Up $80,587 (+4.8%) from 2015

Net Assets

$1,759,385

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin14th percentile

Revenue

Up

$75,408

Up $25,762 (+52%) from 2015

Expenses

Up

$103,125

Up $13,460 (+15%) from 2015

Net Income

Up

-$27,717

Up $12,302 (+31%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,227,954Liabilities 2011: $02011Assets 2012: $1,685,908Liabilities 2012: $02012Assets 2013: $1,853,306Liabilities 2013: $02013Assets 2014: $1,798,054Liabilities 2014: $02014Assets 2015: $1,678,798Liabilities 2015: $02015Assets 2016: $1,759,385Liabilities 2016: $0Net Assets 2016: $1,759,3852016Assets 2019: $1,725,125Liabilities 2019: $02019Assets 2020: $1,732,192Liabilities 2020: $0Net Assets 2020: $1,732,1922020Assets 2021: $1,919,702Liabilities 2021: $0Net Assets 2021: $1,919,7022021Assets 2022: $1,650,333Liabilities 2022: $0Net Assets 2022: $1,650,3332022Assets 2023: $1,750,403Liabilities 2023: $0Net Assets 2023: $1,750,4032023Assets 2024: $1,793,611Liabilities 2024: $0Net Assets 2024: $1,793,6112024

Highlighted filing

2016

Assets$1,759,385
Liabilities$0
Net Assets$1,759,385
Open 2016 Filing

Operations Trend

Revenue Growth89th percentile

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

$400K$200K$0-$200KRevenue 2011: $49,858Expenses 2011: $65,403Net Income 2011: -$15,5452011Revenue 2012: $374,619Expenses 2012: $17,991Net Income 2012: $356,6282012Revenue 2013: $94,979Expenses 2013: $149,783Net Income 2013: -$54,8042013Revenue 2014: $105,555Expenses 2014: $90,342Net Income 2014: $15,2132014Revenue 2015: $49,646Expenses 2015: $89,665Net Income 2015: -$40,0192015Revenue 2016: $75,408Expenses 2016: $103,125Net Income 2016: -$27,7172016Revenue 2019: $65,832Expenses 2019: $109,674Net Income 2019: -$43,8422019Revenue 2020: $46,636Expenses 2020: $101,569Net Income 2020: -$54,9332020Revenue 2021: $162,876Expenses 2021: $91,786Net Income 2021: $71,0902021Revenue 2022: $85,893Expenses 2022: $123,843Net Income 2022: -$37,9502022Revenue 2023: $59,234Expenses 2023: $104,307Net Income 2023: -$45,0732023Revenue 2024: $132,510Expenses 2024: $104,486Net Income 2024: $28,0242024

Highlighted filing

2016

Revenue$75,408
Expenses$103,125
Net Income-$27,717
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 2, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TIMOTHY A MCCARTHYTrustee-$1,234-$1,234
BRIAN E KEATINGTrustee-$1,234-$1,234
ROBERT STEVENSONTrustee-$1,233-$1,233
Filing and Contact Details

Filer

Filer Name
Trust Uw Clara a March
EIN
16-6119078
Phone
7168837800
Address
78 BRYANT STREET, BUFFALO, NY 14209

Signing Officer

Name
Timothy Mc Carthy
Title
Trustee
Phone
7168837800
Signed
2017-05-02
Discuss with paid preparer
Yes

Preparer

Firm
Chiampou Travis Besaw & Kershner Llp
Address
45 BRYANT WOODS NORTH, AMHERST, NY 14228
Preparer
Cheryl Jankowski
Phone
7166302400
Raw XML Appendix344 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
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0725
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0725
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0MARKETABLE SECURITIES
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0578355
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0578355
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt01163991
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt01163991
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0MARKETABLE SECURITIES
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt075408
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt015402
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02825
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt021723
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0392
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1154112
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-4
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt133500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt29265
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-4
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt133500
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0388
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CHARLES SCHWAB - ST, SEE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CHARLES SCHWAB - LT, SEE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CHARLES SCHWAB - CAPITAL GAIN DISTRIBUTION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt042761
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-27717
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0108304
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01759385
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01678798
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01759385
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt084262
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt084262
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt084262
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt084827
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0565
IRS990PF/DistributableAmountGrp/TotalTaxAmt0565
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt042
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0565
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt042
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0607
IRS990PF/FMVAssetsEOYAmt01759385
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IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0597502
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0578355
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0760
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0760
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0760
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01678798
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01759385
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01678798
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01759385
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01678798
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01678798
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01759385
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01722385
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt029632
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01691993
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt025836
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0760
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt084827
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01696549
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01722385
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt01234
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt11234
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt21233
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0TIMOTHY A MCCARTHY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1BRIAN E KEATING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ROBERT STEVENSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt078 BRYANT STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1210 MORRIS AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt287 NOTTINGHAM TERRACE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BUFFALO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BUFFALO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2BUFFALO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NY
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
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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/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/IndividualWithBooksNm0TIMOTHY MCCARTHY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt078 BRYANT STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BUFFALO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd014209
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum07168837800
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt081402
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP AND LOANS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0STATE UNIVERSITY OF NEW YORK AT BUFFALO SCHOOL OF MEDICINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0SCHOOL-PUBLIC CHARIT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0103 CENTER FOR TOMORROW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BUFFALO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd014260
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt081402
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02825
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt081402
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt084262
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt084227
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt081437
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt081402
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0760
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0JEWELRY
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0760
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0760
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK SERVICE CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1NYS FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1250
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0261
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0261
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1250
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0108304
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN/LOSS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt015402
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt015402
TaxesSchedule/TaxesDetail/Amt0660
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0660
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TIMOTHY MC CARTHY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07168837800
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRUST UW CLARA A MARCH
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MARCH MEDICAL SCHOLARSHIPS
ReturnHeader/Filer/BusinessNameControlTxt0TRUS
ReturnHeader/Filer/EIN0166119078
ReturnHeader/Filer/PhoneNum07168837800
ReturnHeader/Filer/USAddress/AddressLine1Txt078 BRYANT STREET
ReturnHeader/Filer/USAddress/CityNm0BUFFALO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014209
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0486D77D0A1DC5E28AE9783A5DFEB8686C08428C9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BB6FE852E5E4C0BF12F7E927ACED4A9D467AE7D0
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.45.217.66
ReturnHeader/FilingSecurityInformation/IPDt02017-05-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm008:44:10
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161468002
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHIAMPOU TRAVIS BESAW & KERSHNER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt045 BRYANT WOODS NORTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AMHERST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014228
ReturnHeader/PreparerPersonGrp/PhoneNum07166302400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHERYL JANKOWSKI
ReturnHeader/ReturnTs02017-05-08T12:43:03-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,759,385
Liabilities
$0
Net assets
$1,759,385
Revenue
$75,408
Expenses
$103,125
Net income
-$27,717
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.13$0.10$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.06$0.10$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.09$0.12$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.16$0.09$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.05$0.10$0.05
2019Summary only. Only limited summary data is available for this year.$1.73$0.00$0.07$0.11$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.08$0.10$0.03
2015Summary only. Only limited summary data is available for this year.$1.68$0.00$0.05$0.09$0.04
2014Summary only. Only limited summary data is available for this year.$1.80$0.00$0.11$0.09$0.02
2013Summary only. Only limited summary data is available for this year.$1.85$0.00$0.09$0.15$0.05
2012Summary only. Only limited summary data is available for this year.$1.69$0.00$0.37$0.02$0.36
2011Summary only. Only limited summary data is available for this year.$1.23$0.00$0.05$0.07$0.02