Civic Intelligence

Raeburn J Wharton Charitable Trust

990PF • Fiscal year 2017 • EIN 16-6296590

Jan 01, 2017 to Dec 31, 2017 • Filed on Mar 28, 2018

Organization Profile
C/O Nbt Bank Na52 South Broad StNorwich, NY 13815

(607) 337-6068

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

4th percentile

-134%

Higher net margin than 4% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

60th percentile

$9,742

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 52.7% of source-year revenue.

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

22nd percentile

-4.7%

Faster asset growth than 22% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

12th percentile

-25%

Faster revenue growth than 12% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$514,333

Down $25,302 (-4.7%) from 2016

Net Assets

Down

$514,333

Down $25,302 (-4.7%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin4th percentile

Revenue

Down

$18,483

Down $6,084 (-25%) from 2016

Expenses

Up

$43,261

Up $6,062 (+16%) from 2016

Net Income

Down

-$24,778

Down $12,146 (-96%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$800K$600K$400K$200K$0Assets 2010: $610,782Liabilities 2010: $0Net Assets 2010: $610,7822010Assets 2011: $588,696Liabilities 2011: $0Net Assets 2011: $588,6962011Assets 2012: $598,444Liabilities 2012: $0Net Assets 2012: $598,4442012Assets 2013: $574,963Liabilities 2013: $0Net Assets 2013: $574,9632013Assets 2014: $567,482Liabilities 2014: $0Net Assets 2014: $567,4822014Assets 2015: $552,285Liabilities 2015: $0Net Assets 2015: $552,2852015Assets 2016: $539,635Liabilities 2016: $0Net Assets 2016: $539,6352016Assets 2017: $514,333Liabilities 2017: $0Net Assets 2017: $514,3332017Assets 2018: $515,931Liabilities 2018: $0Net Assets 2018: $515,9312018Assets 2019: $494,047Liabilities 2019: $0Net Assets 2019: $494,0472019Assets 2020: $493,625Liabilities 2020: $0Net Assets 2020: $493,6252020Assets 2021: $507,889Liabilities 2021: $0Net Assets 2021: $507,8892021Assets 2022: $473,701Liabilities 2022: $0Net Assets 2022: $473,7012022Assets 2023: $456,364Liabilities 2023: $0Net Assets 2023: $456,3642023Assets 2024: $448,002Liabilities 2024: $0Net Assets 2024: $448,0022024

Highlighted filing

2017

Assets$514,333
Liabilities$0
Net Assets$514,333
Open 2017 Filing

Operations Trend

Revenue Growth12th percentile

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

$100K$50K$0-$50KExpenses 2010: $31,5502010Expenses 2011: $40,4292011Expenses 2012: $41,8382012Revenue 2013: $23,064Expenses 2013: $37,453Net Income 2013: -$14,3892013Revenue 2014: $40,179Expenses 2014: $47,660Net Income 2014: -$7,4812014Revenue 2015: $23,603Expenses 2015: $39,029Net Income 2015: -$15,4262015Revenue 2016: $24,567Expenses 2016: $37,199Net Income 2016: -$12,6322016Revenue 2017: $18,483Expenses 2017: $43,261Net Income 2017: -$24,7782017Revenue 2018: $47,148Expenses 2018: $45,436Net Income 2018: $1,7122018Revenue 2019: $22,663Expenses 2019: $44,641Net Income 2019: -$21,9782019Revenue 2020: $38,010Expenses 2020: $38,215Net Income 2020: -$2052020Revenue 2021: $56,337Expenses 2021: $42,002Net Income 2021: $14,3352021Revenue 2022: $22,721Expenses 2022: $56,732Net Income 2022: -$34,0112022Revenue 2023: $23,013Expenses 2023: $40,419Net Income 2023: -$17,4062023Revenue 2024: $30,731Expenses 2024: $39,097Net Income 2024: -$8,3662024

Highlighted filing

2017

Revenue$18,483
Expenses$43,261
Net Income-$24,778
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Mar 28, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NBT BANK NATrustee-$9,742-$9,742
Filing and Contact Details

Filer

Filer Name
Ta Raeburn J Wharton-charitable Tr
EIN
16-6296590
Phone
6073376068
Address
C/O NBT BANK NA52 SOUTH BROAD ST, NORWICH, NY 13815

Signing Officer

Name
Timothy J Handy
Title
Senior VP
Phone
6073376068
Signed
2018-03-28
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 Appendix364 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
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt030648
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1105480
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt277345
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt36336
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4128416
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt59238
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt612916
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt764589
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt825239
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt920767
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1024091
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0VANGUARD HIGH YIELD CORP FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1VANGUARD TOTAL BOND MKT INDEX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2VANGUARD INSTITUTIONAL INDEX F
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3VANGUARD SMALL-CAP INDEX ADM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4VANGUARD DEVELOPED MARKETS IND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5VANGUARD MID-CAP INDEX FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6VANGUARD SHORT TERM INFLATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7DFA EMERGING MARKETS PORT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8DFA GLOBAL REAL ESTATE SEC POR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9TEMPLETON GLOBAL BOND FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10DFA COMMODITY STRATEGY PORT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt032436
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1109421
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2198315
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt316036
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4150117
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt531650
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt612765
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt777543
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt829781
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt919045
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1018650
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
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt017107
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01376
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt018483
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt018483
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01376
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0974
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt08768
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt09742
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt032732
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt032732
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt017107
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt017107
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-24778
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt022236
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01376
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt09350
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/TaxesNetInvstIncmAmt0365
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0687
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt033806
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt09133
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt043261
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt018483
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt018483
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01074
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt09133
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt010529
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt020860
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01140
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1236
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01140
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt022000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc01974.865 DFA GLOBAL REAL ESTATE SECURITIES PORTFOLIO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-12-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01376
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-24778
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0891
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0367
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0515224
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0539635
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0514333
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt033694
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt033694
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt033694
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt033788
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt094
IRS990PF/DistributableAmountGrp/TotalTaxAmt094
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt096
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0307
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt094
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0213
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt0117
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt094
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt094
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0307
IRS990PF/FMVAssetsEOYAmt0705027
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0539635
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0514333
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0526421
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0505065
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0695759
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt013214
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt09268
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt09268
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0539635
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0514333
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0705027
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0539635
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0514333
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0539635
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0514333
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0686048
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt07549
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0678499
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt010291
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt033788
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0675757
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0686048
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt09742
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0NBT BANK NA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt052 SOUTH BROAD STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NORWICH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd013815
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt032203
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt032297
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt028229
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt029633
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt038087
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt028392
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt032887
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.047655
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.044631
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.044613
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.054717
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.042605
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.051709
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt094
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0675757
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0632498
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0664226
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0696069
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0666400
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0636004
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt033806
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.238275
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt033712
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt033806
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt094
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt033806
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
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/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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/PhoneNum07165663032
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NA
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt032732
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNRESTRICTED - GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Albany Medical Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt043 NEW SCOTLAND AVE A-11
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Albany
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0122083478
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt032732
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/AppliedToCurrentYearAmt06889
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt026917
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt033694
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/QualifyingDistributionsAmt033806
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt026805
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt026917
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0496
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1395
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0TEMPLETON GLOBAL ASSET ADJ
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1MF TIMING DIFFERENCE SUBTRACTION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0367
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0MF TIMING DIFFERENCE ADDITION
TaxesSchedule/TaxesDetail/Amt015
TaxesSchedule/TaxesDetail/Amt1307
TaxesSchedule/TaxesDetail/Amt2255
TaxesSchedule/TaxesDetail/Amt3110
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/NetInvestmentIncomeAmt2255
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt3110
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TIMOTHY J HANDY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SENIOR VP
ReturnHeader/BusinessOfficerGrp/PhoneNum06073376068
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TA RAEBURN J WHARTON-CHARITABLE TR
ReturnHeader/Filer/BusinessNameControlTxt0WHAR
ReturnHeader/Filer/EIN0166296590
ReturnHeader/Filer/PhoneNum06073376068
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O NBT BANK NA52 SOUTH BROAD ST
ReturnHeader/Filer/USAddress/CityNm0NORWICH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd013815
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0AEB781229864BE90CF0DA9EDE6A8BFB924D37163
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04DE22CDCBB3D8303407641B08135F19ECE10C0A4
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0155.201.188.13
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/PreparationDt02018-03-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY E KUHLIN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-05-04T13:00:40-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$514,333
Liabilities
$0
Net assets
$514,333
Revenue
$18,483
Expenses
$43,261
Net income
-$24,778
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.48$0.00$4.48$0.31$0.39$0.08
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.56$0.00$4.56$0.23$0.40$0.17
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.74$0.00$4.74$0.23$0.57$0.34
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.08$0.00$5.08$0.56$0.42$0.14
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.94$0.00$4.94$0.38$0.38$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.94$0.00$4.94$0.23$0.45$0.22
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.16$0.00$5.16$0.47$0.45$0.02
2017Detailed filing. Detailed filing data is available for this year.$5.14$0.00$5.14$0.18$0.43$0.25
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.40$0.00$5.40$0.25$0.37$0.13
2015Detailed filing. Detailed filing data is available for this year.$5.52$0.00$5.52$0.24$0.39$0.15
2014Detailed filing. Detailed filing data is available for this year.$5.67$0.00$5.67$0.40$0.48$0.07
2013Detailed filing. Detailed filing data is available for this year.$5.75$0.00$5.75$0.23$0.37$0.14
2012Detailed filing. Detailed filing data is available for this year.$5.98$0.00$5.98$0.42
2011Detailed filing. Detailed filing data is available for this year.$5.89$0.00$5.89$0.40
2010Detailed filing. Detailed filing data is available for this year.$6.11$0.00$6.11$0.32