Civic Intelligence

L Caroline Underwood Historical Museum Trust

EIN 16-6510492 • Keuka Park, NY

PO Box 87Keuka Park, NY 14478
Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

Higher debt load relative to assets than 25% of similar nonprofits.

NTEE A • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.01x

Higher debt load relative to revenue than 25% of similar nonprofits.

NTEE A • $1M-$5M nonprofits • Source year 2024

Net Margin

96th percentile

88%

Higher net margin than 96% of similar nonprofits.

NTEE A • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

NTEE A • $1M-$5M nonprofits • Source year 2024

Asset Growth

87th percentile

46%

Faster asset growth than 87% of similar nonprofits.

NTEE A • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

98th percentile

899%

Faster revenue growth than 98% of similar nonprofits.

NTEE A • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$1,563,636

Up $490,610 (+46%) from 2023

Liabilities

Up

$3,200

Up $3,200 from 2023

Net Assets

Up

$1,560,436

Up $487,410 (+45%) from 2023

Operations
Liabilities / Revenue25th percentileNet Margin96th percentile

Revenue

Up

$538,622

Up $484,729 (+899%) from 2023

Expenses

Up

$62,122

Up $2,319 (+3.9%) from 2023

Net Income

Up

$476,500

Up $482,410 (+8163%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth87th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,030,750Liabilities 2011: $02011Assets 2012: $1,012,460Liabilities 2012: $02012Assets 2013: $1,043,079Liabilities 2013: $02013Assets 2014: $921,059Liabilities 2014: $02014Assets 2015: $1,043,807Liabilities 2015: $02015Assets 2019: $1,033,018Liabilities 2019: $02019Assets 2020: $1,050,329Liabilities 2020: $0Net Assets 2020: $1,050,3292020Assets 2021: $1,062,356Liabilities 2021: $0Net Assets 2021: $1,062,3562021Assets 2022: $1,080,183Liabilities 2022: $0Net Assets 2022: $1,080,1832022Assets 2023: $1,073,026Liabilities 2023: $0Net Assets 2023: $1,073,0262023Assets 2024: $1,563,636Liabilities 2024: $3,200Net Assets 2024: $1,560,4362024

Highlighted filing

2024

Assets$1,563,636
Liabilities$3,200
Net Assets$1,560,436
Open 2024 Filing

Operations Trend

Revenue Growth98th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $66,169Expenses 2011: $58,069Net Income 2011: $8,1002011Revenue 2012: $35,039Expenses 2012: $52,992Net Income 2012: -$17,9532012Revenue 2013: $85,009Expenses 2013: $55,730Net Income 2013: $29,2792013Revenue 2014: $92,840Expenses 2014: $57,609Net Income 2014: $35,2312014Revenue 2015: $62,800Expenses 2015: $59,592Net Income 2015: $3,2082015Revenue 2019: $74,240Expenses 2019: $53,983Net Income 2019: $20,2572019Revenue 2020: $77,974Expenses 2020: $60,663Net Income 2020: $17,3112020Revenue 2021: $95,966Expenses 2021: $54,698Net Income 2021: $41,2682021Revenue 2022: $58,842Expenses 2022: $61,544Net Income 2022: -$2,7022022Revenue 2023: $53,893Expenses 2023: $59,803Net Income 2023: -$5,9102023Revenue 2024: $538,622Expenses 2024: $62,122Net Income 2024: $476,5002024

Highlighted filing

2024

Revenue$538,622
Expenses$62,122
Net Income$476,500
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
$1,563,636
Liabilities
$3,200
Net assets
$1,560,436
Revenue
$538,622
Expenses
$62,122
Net income
$476,500
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.56$0.00$1.56$0.54$0.06$0.48
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$0.00$1.07$0.05$0.06$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.06$0.06$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.10$0.05$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.05$0.00$1.05$0.08$0.06$0.02
2019Summary only. Only limited summary data is available for this year.$1.03$0.00$0.07$0.05$0.02
2015Summary only. Only limited summary data is available for this year.$1.04$0.00$0.06$0.06$0.00
2014Summary only. Only limited summary data is available for this year.$0.92$0.00$0.09$0.06$0.04
2013Summary only. Only limited summary data is available for this year.$1.04$0.00$0.09$0.06$0.03
2012Summary only. Only limited summary data is available for this year.$1.01$0.00$0.04$0.05$0.02
2011Summary only. Only limited summary data is available for this year.$1.03$0.00$0.07$0.06$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 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay39th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Philip L BaileyTrustee-$0--
Filing and Contact Details

Filer

Filer Name
L Caroline Underwood Historical Museum Trust
EIN
16-6510492
Address
PO Box 87, Keuka Park, NY 14478

Signing Officer

Name
Philip L Bailey
Title
Trustee
Phone
3155362847
Signed
2023-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Edward Kennedy CPA
Address
350 Elm St, Penn Yan, NY 14527
Preparer
Kevin P Hines EA
Phone
3155363335
Raw XML Appendix355 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
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt02003-01-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt12013-08-15
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt22022-12-26
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt00
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt10
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt20
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt0SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt1SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt2M
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt0144500
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt17951
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt210910
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt03705
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt1204
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt2389
DepreciationSchedule/DepreciationPropertyGrp/LifeRt039
DepreciationSchedule/DepreciationPropertyGrp/LifeRt139
DepreciationSchedule/DepreciationPropertyGrp/LifeRt27
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt00
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt10
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt20
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt070241
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt11708
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt20
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0Museum Building
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc1Garage Floor Carriage House
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc2Water Heater
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AccumulatedDepreciationAmt00
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0Publicly traded securities LT
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt038899
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt034646
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0Purchase
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt00
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0-4253
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0Canandaigua National Brokerage
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0418248
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0370040
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0439125
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt160934
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0518524
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt160934
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Canandaigua National Brokerage
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1Vanguard
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/RelatedOrExemptFunctionIncmAmt021744
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt021744
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt021744
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt021744
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt031351
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt010000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt04298
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt021744
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt021744
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt021744
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-2702
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt065997
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt027098
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt045653
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt06174
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt06174
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt042258
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt042258
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt07442
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt07442
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01372
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt021744
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt048432
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt07442
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt061544
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt053095
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt058842
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt048432
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt07442
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt061544
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt031351
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt031351
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt031351
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Capital Gain Distributions
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt031351
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-2702
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt09642
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt030171
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01089825
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01062356
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01080183
IRS990PF/DistributableAmountGrp/Sect4942j3j5FndtnAndFrgnOrgInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0315
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt0950
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0635
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0315
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0635
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0635
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0950
IRS990PF/FMVAssetsEOYAmt01029781
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IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt019369
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0422671
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0439125
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0500059
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0579458
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt075858
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0157451
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt085502
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt081593
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt01062356
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt01080183
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt073682
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt060914
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt060914
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01062356
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01080183
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01029781
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01062356
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01080183
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01062356
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01080183
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0994543
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt064069
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0930474
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt014918
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt048981
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0979625
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0994543
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Philip L Bailey
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt05756 East Bluff Drive
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Penn Yan
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd014527
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt048432
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IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/TotalAmt088987
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IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year2Amt019411
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year3Amt025878
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IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/TotalAmt075638
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year1Amt018661
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year2Amt016499
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year3Amt021996
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/CurrentYearAmt048432
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/TotalAmt0181022
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year1Amt040461
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year2Amt049447
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year3Amt042682
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/CurrentYearAmt048432
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/TotalAmt0181022
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year1Amt040461
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year2Amt049447
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year3Amt042682
IRS990PF/PrivateOperatingFoundationsGrp/Section4942j3Ind0X
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IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/TotalAmt0139181
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year1Amt038280
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year2Amt034546
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year3Amt033701
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt004
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt108
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0Interestdividend and gain on sale is used for exempt purpos
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1Interestdividend and gain on sale is used for exempt purpos
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/IndividualWithBooksNm0Philip L Bailey
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0By purchasing museum services from Yates County Genealogical and Historical Society the trust contributed to the exempt activities of that organization
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LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt20
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LandEtcSchedule2/LandEtcGrp/BookValueAmt16039
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2625
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TaxesSchedule/TaxesDetail/Amt0795
TaxesSchedule/TaxesDetail/Amt1250
TaxesSchedule/TaxesDetail/Amt2327
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Tax 990
TaxesSchedule/TaxesDetail/CategoryTxt1NY Tax
TaxesSchedule/TaxesDetail/CategoryTxt2Foreign Tax
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum03155362847
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0L Caroline Underwood Historical Museum Trust
ReturnHeader/Filer/BusinessNameControlTxt0LCAR
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ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 87
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Edward Kennedy CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0350 Elm St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Penn Yan
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014527
ReturnHeader/PreparerPersonGrp/PhoneNum03155363335
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kevin P Hines EA
ReturnHeader/ReturnTs02023-11-15T16:40:51-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Philip
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Bailey
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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