Civic Intelligence

The Provident Foundation Trust

990PF • Fiscal year 2015 • EIN 20-0097388

Mar 01, 2014 to Feb 28, 2015 • Filed on Jul 25, 2015

Organization Profile
3500 Sunrise Hwy Ste 100 Bldg 200Great River, NY 11739

(631) 321-8000

Siviq Scores

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

Liabilities / Assets

86th percentile

0.00x

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

2015 filings • NTEE T20 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

86th percentile

0.00x

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

2015 filings • NTEE T20 • <$500k nonprofits • Source year 2015

Net Margin

81st percentile

67%

Higher net margin than 81% of similar nonprofits.

2015 filings • NTEE T20 • <$500k nonprofits • Source year 2015

Top Officer Pay

90th percentile

$0

Higher top officer pay than 90% of similar nonprofits.

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

2015 filings • NTEE T20 • <$500k nonprofits • Source year 2015

Asset Growth

81st percentile

18%

Faster asset growth than 81% of similar nonprofits.

2015 filings • NTEE T20 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

84th percentile

98%

Faster revenue growth than 84% of similar nonprofits.

2015 filings • NTEE T20 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$322,581

Up $49,747 (+18%) from 2014

Net Assets

Up

$322,581

Up $49,747 (+18%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin81st percentile

Revenue

Up

$73,862

Up $36,530 (+98%) from 2014

Expenses

Up

$24,115

Up $10,834 (+82%) from 2014

Net Income

Up

$49,747

Up $25,696 (+107%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

$800K$600K$400K$200K$0Assets 2011: $225,662Liabilities 2011: $0Net Assets 2011: $225,6622011Assets 2012: $246,358Liabilities 2012: $0Net Assets 2012: $246,3582012Assets 2013: $248,783Liabilities 2013: $0Net Assets 2013: $248,7832013Assets 2014: $272,834Liabilities 2014: $0Net Assets 2014: $272,8342014Assets 2015: $322,581Liabilities 2015: $0Net Assets 2015: $322,5812015Assets 2016: $300,296Liabilities 2016: $0Net Assets 2016: $300,2962016Assets 2018: $355,469Liabilities 2018: $1,6812018Assets 2019: $417,057Liabilities 2019: $0Net Assets 2019: $417,0572019Assets 2020: $408,634Liabilities 2020: $0Net Assets 2020: $408,6342020Assets 2021: $407,108Liabilities 2021: $0Net Assets 2021: $407,1082021Assets 2022: $430,399Liabilities 2022: $0Net Assets 2022: $430,3992022Assets 2023: $565,348Liabilities 2023: $0Net Assets 2023: $565,3482023Assets 2024: $621,973Liabilities 2024: $0Net Assets 2024: $621,9732024Assets 2025: $645,193Liabilities 2025: $0Net Assets 2025: $645,1932025

Highlighted filing

2015

Assets$322,581
Liabilities$0
Net Assets$322,581
Open 2015 Filing

Operations Trend

Revenue Growth84th percentile

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

$200K$150K$100K$50K$0-$50KExpenses 2011: $3,1362011Expenses 2012: $11,8952012Expenses 2013: $13,0522013Revenue 2014: $37,332Expenses 2014: $13,281Net Income 2014: $24,0512014Revenue 2015: $73,862Expenses 2015: $24,115Net Income 2015: $49,7472015Revenue 2016: $11,127Expenses 2016: $33,412Net Income 2016: -$22,2852016Revenue 2018: $61,310Expenses 2018: $22,135Net Income 2018: $39,1752018Revenue 2019: $87,409Expenses 2019: $25,821Net Income 2019: $61,5882019Revenue 2020: $4,893Expenses 2020: $13,316Net Income 2020: -$8,4232020Revenue 2021: $29,086Expenses 2021: $30,612Net Income 2021: -$1,5262021Revenue 2022: $128,936Expenses 2022: $29,921Net Income 2022: $99,0152022Revenue 2023: $172,897Expenses 2023: $39,857Net Income 2023: $133,0402023Revenue 2024: $100,273Expenses 2024: $43,634Net Income 2024: $56,6392024Revenue 2025: $76,437Expenses 2025: $53,221Net Income 2025: $23,2162025

Highlighted filing

2015

Revenue$73,862
Expenses$24,115
Net Income$49,747
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2014 to Feb 28, 2015
Signed
Jul 25, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
COLLEEN D COVEChairperson/Trustee-$0--
ROBERT E DOWLERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Provident Foundation Trust
EIN
20-0097388
Phone
6313218000
Address
3500 SUNRISE HWY STE 100 BLDG 200, GREAT RIVER, NY 11739

Signing Officer

Name
Robert Dowler
Title
Trustee
Phone
6313218000
Signed
2015-07-25
Discuss with paid preparer
Yes

Preparer

Firm
Giambalvo Stalzer & Company Cpas Pc
Address
3500 SUNRISE HWY STE 100 BLG 200, GREAT RIVER, NY 11739
Preparer
Robert Giambalvo
Phone
6313218000
Raw XML Appendix273 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
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt03025
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01512
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01513
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0266352
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0390854
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0MARKETABLE SECURITIES
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt015888
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt035
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt015923
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt015923
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01512
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01513
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03025
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt019155
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt019155
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt057939
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt015888
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt015888
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt049747
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt035
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt035
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt012765
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01645
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01645
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0290
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt020667
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt03158
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt024115
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt015923
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt073862
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01512
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt03158
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt04960
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt049747
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0322581
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0272834
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0322581
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt020806
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt020806
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt020806
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt021061
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0255
IRS990PF/DistributableAmountGrp/TotalTaxAmt0255
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0255
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0255
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0255
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0255
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt0447083
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt022796
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt056229
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt056229
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0250038
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0266352
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0390854
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0272834
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0322581
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0447083
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0272834
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0322581
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0272834
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0322581
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0272834
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0322581
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0427636
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt027076
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0400560
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt06415
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt021061
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0421221
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0427636
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0COLLEEN D COVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ROBERT E DOWLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CHAIRPERSON/TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt082 EDINBURGH LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt182 EDINBURGH LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MADISON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1MADISON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd006443
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd106443
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.000000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd01
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt020667
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt020667
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt020667
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0GIAMBALVO STALZER COMPANY CPA'S
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt03500 SUNRISE HWY BLG 200 STE 100
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0GREAT RIVER
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd011739
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CT
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06313218000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0COLLEEN D COVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt019155
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO FUND CHURCH ACTIVITIES RELATED TO THE BERNIER FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0NORTH MADISON CONGREGATIONAL CHURCH - BERNIER FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0RELIGIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01271 DURHAM ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MADISON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd006443
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt019155
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt04355
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt016312
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt020806
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt020667
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt016451
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt016312
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FOREIGN TAXES WITHHELD
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt030
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11615
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt030
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11615
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0290
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT DOWLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06313218000
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-07-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE PROVIDENT FOUNDATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0PROV
ReturnHeader/Filer/EIN0200097388
ReturnHeader/Filer/PhoneNum06313218000
ReturnHeader/Filer/USAddress/AddressLine1Txt03500 SUNRISE HWY STE 100 BLDG 200
ReturnHeader/Filer/USAddress/CityNm0GREAT RIVER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011739
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0113425754
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GIAMBALVO STALZER & COMPANY CPAS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03500 SUNRISE HWY STE 100 BLG 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREAT RIVER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011739
ReturnHeader/PreparerPersonGrp/PhoneNum06313218000
ReturnHeader/PreparerPersonGrp/PreparationDt02015-07-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT GIAMBALVO
ReturnHeader/ReturnTs02015-09-15T14:11:40-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-03-01
ReturnHeader/TaxPeriodEndDt02015-02-28
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$322,581
Liabilities
$0
Net assets
$322,581
Revenue
$73,862
Expenses
$24,115
Net income
$49,747
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.45$0.00$6.45$0.76$0.53$0.23
2024Detailed filing. Detailed filing data is available for this year.$6.22$0.00$6.22$1.00$0.44$0.57
2023Detailed filing. Detailed filing data is available for this year.$5.65$0.00$5.65$1.73$0.40$1.33
2022Detailed filing. Detailed filing data is available for this year.$4.30$0.00$4.30$1.29$0.30$0.99
2021Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$0.29$0.31$0.02
2020Detailed filing. Detailed filing data is available for this year.$4.09$0.00$4.09$0.05$0.13$0.08
2019Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$0.87$0.26$0.62
2018Summary only. Only limited summary data is available for this year.$3.55$0.02$0.61$0.22$0.39
2016Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.11$0.33$0.22
2015Detailed filing. Detailed filing data is available for this year.$3.23$0.00$3.23$0.74$0.24$0.50
2014Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.37$0.13$0.24
2013Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$0.13
2012Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.12
2011Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.03