Civic Intelligence

Harold C Burns Scholarship Fund 18-254270

990PF • Fiscal year 2018 • EIN 16-6245166

Sep 01, 2017 to Aug 31, 2018 • Filed on Dec 13, 2018

Organization Profile
52 S Broad StNorwich, NY 13815

(607) 337-6191

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$54,262

Flat from 2018

Net Assets

Flat

$54,262

Flat from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses

Revenue

Flat

$4,815

Flat from 2018

Expenses

Flat

$2,452

Flat from 2018

Net Income

Flat

$2,363

Flat from 2018

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2011: $62,756Liabilities 2011: $0Net Assets 2011: $62,7562011Assets 2012: $61,526Liabilities 2012: $12012Assets 2013: $60,908Liabilities 2013: $0Net Assets 2013: $60,9082013Assets 2014: $61,706Liabilities 2014: $0Net Assets 2014: $61,7062014Assets 2015: $54,549Liabilities 2015: $0Net Assets 2015: $54,5492015Assets 2017: $51,900Liabilities 2017: $0Net Assets 2017: $51,9002017Assets 2018: $54,262Liabilities 2018: $0Net Assets 2018: $54,2622018Assets 2018: $54,262Liabilities 2018: $0Net Assets 2018: $54,2622018Assets 2019: $51,236Liabilities 2019: $0Net Assets 2019: $51,2362019Assets 2020: $50,136Liabilities 2020: $0Net Assets 2020: $50,1362020Assets 2021: $50,878Liabilities 2021: $0Net Assets 2021: $50,8782021Assets 2022: $49,806Liabilities 2022: $0Net Assets 2022: $49,8062022Assets 2023: $47,533Liabilities 2023: $0Net Assets 2023: $47,5332023Assets 2024: $46,022Liabilities 2024: $0Net Assets 2024: $46,0222024Assets 2025: $48,068Liabilities 2025: $0Net Assets 2025: $48,0682025

Highlighted filing

2018

Assets$54,262
Liabilities$0
Net Assets$54,262
Open 2018 Filing

Operations Trend

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

$15K$10K$5.0K$0-$5.0K-$10KExpenses 2011: $3,8422011Revenue 2012: $2,829Expenses 2012: $4,059Net Income 2012: -$1,2302012Expenses 2013: $4,0712013Revenue 2014: $1,966Expenses 2014: $1,168Net Income 2014: $7982014Revenue 2015: $5,503Expenses 2015: $12,660Net Income 2015: -$7,1572015Revenue 2017: $1,927Expenses 2017: $5,086Net Income 2017: -$3,1592017Revenue 2018: $4,815Expenses 2018: $2,452Net Income 2018: $2,3632018Revenue 2018: $4,815Expenses 2018: $2,452Net Income 2018: $2,3632018Revenue 2019: $2,746Expenses 2019: $5,773Net Income 2019: -$3,0272019Revenue 2020: $2,030Expenses 2020: $3,132Net Income 2020: -$1,1022020Revenue 2021: $6,183Expenses 2021: $5,440Net Income 2021: $7432021Revenue 2022: $2,734Expenses 2022: $3,805Net Income 2022: -$1,0712022Revenue 2023: $2,738Expenses 2023: $5,015Net Income 2023: -$2,2772023Revenue 2024: $2,419Expenses 2024: $3,931Net Income 2024: -$1,5122024Revenue 2025: $6,298Expenses 2025: $4,249Net Income 2025: $2,0492025

Highlighted filing

2018

Revenue$4,815
Expenses$2,452
Net Income$2,363
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
Dec 13, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
NBT BANK NATrustee-$855-$855
Filing and Contact Details

Filer

Filer Name
Harold C Burns Scholarship Fund
EIN
16-6245166
Phone
6073376191
Address
52 S BROAD ST, NORWICH, NY 13815

Signing Officer

Name
Timothy J Handy
Title
Senior VP
Phone
6073376191
Signed
2018-12-13
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
1850 N CENTRAL AVE STE 700, PHOENIX, AZ 85004
Preparer
Jeffrey E Kuhlin
Phone
4123556000
Raw XML Appendix381 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
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/AddressLine1Txt0241 MAIN ST STE 200
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BUFFALO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd014203
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0NBT BANK NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum07165663033
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01494
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CATHOLIC UNIVERSITY OF AMERICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0620 MICHIGAN AVE NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Washington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd020064
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01494
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/AppliedToCurrentYearAmt0307
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01494
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03426
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/QualifyingDistributionsAmt01801
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt03119
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01494
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ROUNDING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt050
TaxesSchedule/TaxesDetail/Amt05
TaxesSchedule/TaxesDetail/Amt128
TaxesSchedule/TaxesDetail/Amt214
TaxesSchedule/TaxesDetail/Amt36
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/CategoryTxt3FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt30
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt214
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt36
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TIMOTHY J HANDY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SENIOR VP
ReturnHeader/BusinessOfficerGrp/PhoneNum06073376191
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-12-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HAROLD C BURNS SCHOLARSHIP FUND
ReturnHeader/Filer/BusinessNameControlTxt0HARO
ReturnHeader/Filer/EIN0166245166
ReturnHeader/Filer/PhoneNum06073376191
ReturnHeader/Filer/USAddress/AddressLine1Txt052 S BROAD ST
ReturnHeader/Filer/USAddress/CityNm0NORWICH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd013815
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A0B131A3F715A72C02D654370889121067E78AD9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03E9AD28387D373D0BE36E631ED064E54D1DCDFAA
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0155.201.188.33
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0134008324
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRICEWATERHOUSECOOPERS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01850 N CENTRAL AVE STE 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHOENIX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085004
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02018-12-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY E KUHLIN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-01-10T09:00:14-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-09-01
ReturnHeader/TaxPeriodEndDt02018-08-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$54,262
Liabilities
$0
Net assets
$54,262
Revenue
$4,815
Expenses
$2,452
Net income
$2,363
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$48.1$0.00$48.1$6.30$4.25$2.05
2024Detailed filing. Detailed filing data is available for this year.$46.0$0.00$46.0$2.42$3.93$1.51
2023Detailed filing. Detailed filing data is available for this year.$47.5$0.00$47.5$2.74$5.02$2.28
2022Detailed filing. Detailed filing data is available for this year.$49.8$0.00$49.8$2.73$3.81$1.07
2021Detailed filing. Detailed filing data is available for this year.$50.9$0.00$50.9$6.18$5.44$0.74
2020Detailed filing. Detailed filing data is available for this year.$50.1$0.00$50.1$2.03$3.13$1.10
2019Detailed filing. Detailed filing data is available for this year.$51.2$0.00$51.2$2.75$5.77$3.03
2018Detailed filing. Detailed filing data is available for this year.$54.3$0.00$54.3$4.82$2.45$2.36
2018Detailed filing. Detailed filing data is available for this year.$54.3$0.00$54.3$4.82$2.45$2.36
2017Detailed filing. Detailed filing data is available for this year.$51.9$0.00$51.9$1.93$5.09$3.16
2015Detailed filing. Detailed filing data is available for this year.$54.5$0.00$54.5$5.50$12.7$7.16
2014Detailed filing. Detailed filing data is available for this year.$61.7$0.00$61.7$1.97$1.17$0.80
2013Detailed filing. Detailed filing data is available for this year.$60.9$0.00$60.9$4.07
2012Summary only. Only limited summary data is available for this year.$61.5$0.00$2.83$4.06$1.23
2011Detailed filing. Detailed filing data is available for this year.$62.8$0.00$62.8$3.84