Civic Intelligence

Rex L and Edna Irene Mickle Charitable Trust

990PF • Fiscal year 2015 • EIN 16-6521142

Apr 01, 2014 to Mar 31, 2015 • Filed on Jul 17, 2015

Organization Profile
C/O Nbt Bank Na 52 S Broad StreetNorwich, NY 13815

(607) 337-6191

Siviq Scores

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

Liabilities / Assets

76th percentile

0.00x

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

2015 filings • NTEE T • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

75th percentile

0.00x

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

2015 filings • NTEE T • $1M-$5M nonprofits • Source year 2015

Net Margin

35th percentile

-19%

Higher net margin than 35% of similar nonprofits.

2015 filings • NTEE T • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

83rd percentile

$14,255

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 12.4% of source-year revenue.

2015 filings • NTEE T • $1M-$5M nonprofits • Source year 2015

Asset Growth

46th percentile

-1.2%

Faster asset growth than 46% of similar nonprofits.

2015 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

42nd percentile

-16%

Faster revenue growth than 42% of similar nonprofits.

2015 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets76th percentile

Assets

Down

$1,766,051

Down $22,004 (-1.2%) from 2014

Net Assets

Down

$1,766,051

Down $22,004 (-1.2%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin35th percentile

Revenue

Down

$114,880

Down $21,225 (-16%) from 2014

Expenses

Up

$136,582

Up $14,395 (+12%) from 2014

Net Income

Down

-$21,702

Down $35,620 (-256%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,754,895Liabilities 2011: $0Net Assets 2011: $1,754,8952011Assets 2012: $1,808,668Liabilities 2012: $12012Assets 2013: $1,774,137Liabilities 2013: $0Net Assets 2013: $1,774,1372013Assets 2014: $1,788,055Liabilities 2014: $0Net Assets 2014: $1,788,0552014Assets 2015: $1,766,051Liabilities 2015: $0Net Assets 2015: $1,766,0512015Assets 2016: $1,742,070Liabilities 2016: $0Net Assets 2016: $1,742,0702016Assets 2017: $1,767,454Liabilities 2017: $0Net Assets 2017: $1,767,4542017Assets 2018: $1,731,183Liabilities 2018: $0Net Assets 2018: $1,731,1832018Assets 2019: $1,798,353Liabilities 2019: $0Net Assets 2019: $1,798,3532019Assets 2020: $1,760,031Liabilities 2020: $0Net Assets 2020: $1,760,0312020Assets 2021: $1,790,494Liabilities 2021: $0Net Assets 2021: $1,790,4942021Assets 2022: $1,945,036Liabilities 2022: $0Net Assets 2022: $1,945,0362022Assets 2023: $1,856,737Liabilities 2023: $0Net Assets 2023: $1,856,7372023Assets 2024: $1,875,383Liabilities 2024: $0Net Assets 2024: $1,875,3832024Assets 2025: $1,830,776Liabilities 2025: $0Net Assets 2025: $1,830,7762025

Highlighted filing

2015

Assets$1,766,051
Liabilities$0
Net Assets$1,766,051
Open 2015 Filing

Operations Trend

Revenue Growth42nd percentile

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

$400K$200K$0-$200KExpenses 2011: $101,9922011Revenue 2012: $166,201Expenses 2012: $112,428Net Income 2012: $53,7732012Expenses 2013: $120,5512013Revenue 2014: $136,105Expenses 2014: $122,187Net Income 2014: $13,9182014Revenue 2015: $114,880Expenses 2015: $136,582Net Income 2015: -$21,7022015Revenue 2016: $110,247Expenses 2016: $145,287Net Income 2016: -$35,0402016Revenue 2017: $164,610Expenses 2017: $139,006Net Income 2017: $25,6042017Revenue 2018: $108,046Expenses 2018: $143,881Net Income 2018: -$35,8352018Revenue 2019: $227,445Expenses 2019: $157,036Net Income 2019: $70,4092019Revenue 2020: $126,894Expenses 2020: $163,711Net Income 2020: -$36,8172020Revenue 2021: $191,087Expenses 2021: $160,165Net Income 2021: $30,9222021Revenue 2022: $323,848Expenses 2022: $168,476Net Income 2022: $155,3722022Revenue 2023: $105,907Expenses 2023: $194,206Net Income 2023: -$88,2992023Revenue 2024: $201,182Expenses 2024: $166,047Net Income 2024: $35,1352024Revenue 2025: $115,570Expenses 2025: $175,407Net Income 2025: -$59,8372025

Highlighted filing

2015

Revenue$114,880
Expenses$136,582
Net Income-$21,702
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2014 to Mar 31, 2015
Signed
Jul 17, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NBT BANK NACo Trustee-$14,255-$14,255
THOMAS C EMERSON ESQCo Trustee-$1,895-$1,895
JAMES A HOYCo Trustee-$1,895-$1,895
Filing and Contact Details

Filer

Filer Name
Rex L and Edna Irene Mickle Charitable Trust
EIN
16-6521142
Phone
6073376191
Address
C/O NBT BANK NA 52 S BROAD STREET, NORWICH, NY 13815

Signing Officer

Name
Timothy J Handy
Title
Senior VP
Phone
6073376191
Signed
2015-07-17
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
99 WOOD AVE SOUTH, ISELIN, NJ 08830
Preparer
Louis J Derose
Phone
7327679100
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42006-04-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52006-04-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62012-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72010-05-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82010-02-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt014396
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt115653
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt217995
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt317048
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt425315
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt51294
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt65
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt774719
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt819720
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt924966
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt103086
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1111875
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt010267
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14264
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt213881
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt312280
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt42642
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt51208
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt63
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7281
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8280
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt934
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt103161
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt118270
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt122860
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt010267
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14264
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt213881
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt312280
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt42642
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt51208
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt63
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7281
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8280
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt934
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt103161
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt118270
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt024663
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt119917
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt231876
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt329328
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt427957
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt52502
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt68
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt775000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt820000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt925000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt106247
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1120145
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0100. SPDR S&P MIDCAP 400 ETF TRUST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1500. ORACLE CORP COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2125. SPDR S&P MIDCAP 400 ETF TRUST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3750. TECHNOLOGY SELECT SECT SPDR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4750. XYLEM INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc583. CDK GLOBAL HOLDINGS LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6.3333 CDK GLOBAL HOLDINGS LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc775000. JPMORGAN CHASE V-M 1.444% 9/01/15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc820000. MORGAN STANLEY 4.200% 11/20/14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc925000. MORGAN STANLEY MTN 4.100% 1/26/15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10100. CONOCOPHILLIPS COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11250. PRICE T ROWE GROUP INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02014-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12014-07-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22014-07-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32014-07-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42014-07-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52014-10-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62014-10-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72014-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82014-11-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92015-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102015-03-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112015-03-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt059431
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-21702
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0302
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01766353
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01788055
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01766051
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0122723
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0122723
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0122723
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0124909
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02186
IRS990PF/DistributableAmountGrp/TotalTaxAmt02186
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02128
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02186
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02186
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02186
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt058
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02128
IRS990PF/FMVAssetsEOYAmt02507997
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01788055
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01777414
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0-11363
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0-11363
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0286904
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0167500
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0174362
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0910785
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0868516
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01421928
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0175000
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0370000
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0376627
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0402633
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0371398
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0546443
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-11363
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt012733
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01788055
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01766051
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02507997
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01788055
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01766051
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01788055
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01766051
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02536215
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt035250
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02500965
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt038043
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0124909
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02498172
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02536215
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt014255
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt11895
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt21895
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0NBT BANK NA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1THOMAS C EMERSON ESQ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JAMES A HOY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CO TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CO TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2CO TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt052 SOUTH BROAD ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt135 WEST MAIN STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2911 NORTH MACEWEN DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NORWICH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1NORWICH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2OSPREY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd013815
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd113815

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,766,051
Liabilities
$0
Net assets
$1,766,051
Revenue
$114,880
Expenses
$136,582
Net income
-$21,702
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.12$0.18$0.06
2024Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.20$0.17$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.11$0.19$0.09
2022Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.32$0.17$0.16
2021Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.19$0.16$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.13$0.16$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.23$0.16$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.11$0.14$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.16$0.14$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.11$0.15$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.11$0.14$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.14$0.12$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.12
2012Summary only. Only limited summary data is available for this year.$1.81$0.00$0.17$0.11$0.05
2011Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.10