Civic Intelligence

Mcgregor Family Charitable Trust C/O Nbt Financial Group

990PF • Fiscal year 2012 • EIN 20-7341100

Jan 01, 2012 to Dec 31, 2012 • Filed on May 07, 2013

160 Main Street13421
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$377,680

Flat from 2012

Net Assets

$377,680

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2012

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$19,118

Flat from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $377,209Liabilities 2010: $0Net Assets 2010: $377,2092010Assets 2011: $384,115Liabilities 2011: $0Net Assets 2011: $384,1152011Assets 2012: $377,680Liabilities 2012: $0Net Assets 2012: $377,6802012Assets 2012: $377,680Liabilities 2012: $12012Assets 2013: $372,633Liabilities 2013: $0Net Assets 2013: $372,6332013Assets 2014: $391,687Liabilities 2014: $0Net Assets 2014: $391,6872014Assets 2015: $386,798Liabilities 2015: $0Net Assets 2015: $386,7982015Assets 2016: $383,881Liabilities 2016: $0Net Assets 2016: $383,8812016Assets 2017: $376,616Liabilities 2017: $0Net Assets 2017: $376,6162017Assets 2018: $373,151Liabilities 2018: $0Net Assets 2018: $373,1512018Assets 2019: $411,436Liabilities 2019: $0Net Assets 2019: $411,4362019Assets 2020: $381,584Liabilities 2020: $0Net Assets 2020: $381,5842020Assets 2021: $366,330Liabilities 2021: $0Net Assets 2021: $366,3302021Assets 2022: $342,281Liabilities 2022: $0Net Assets 2022: $342,2812022Assets 2023: $331,943Liabilities 2023: $0Net Assets 2023: $331,9432023Assets 2024: $325,339Liabilities 2024: $0Net Assets 2024: $325,3392024

Highlighted filing

2012

Assets$377,680
Liabilities$0
Net Assets$377,680

Operations Trend

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

$100K$50K$0-$50KExpenses 2010: $11,0142010Expenses 2011: $20,0582011Expenses 2012: $19,1182012Revenue 2012: $12,683Expenses 2012: $19,118Net Income 2012: -$6,4352012Revenue 2013: $13,846Expenses 2013: $18,893Net Income 2013: -$5,0472013Revenue 2014: $43,920Expenses 2014: $26,439Net Income 2014: $17,4812014Revenue 2015: $22,534Expenses 2015: $27,509Net Income 2015: -$4,9752015Revenue 2016: $24,607Expenses 2016: $27,630Net Income 2016: -$3,0232016Revenue 2017: $20,441Expenses 2017: $27,706Net Income 2017: -$7,2652017Revenue 2018: $24,151Expenses 2018: $27,616Net Income 2018: -$3,4652018Revenue 2019: $69,554Expenses 2019: $31,269Net Income 2019: $38,2852019Revenue 2020: $14,442Expenses 2020: $44,294Net Income 2020: -$29,8522020Revenue 2021: $28,232Expenses 2021: $43,486Net Income 2021: -$15,2542021Revenue 2022: $9,851Expenses 2022: $33,900Net Income 2022: -$24,0492022Revenue 2023: $12,613Expenses 2023: $22,951Net Income 2023: -$10,3382023Revenue 2024: $21,213Expenses 2024: $27,817Net Income 2024: -$6,6042024

Highlighted filing

2012

Revenue-
Expenses$19,118
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 7, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARRY SHAY VP ALLIANCE BANKTrustee-$0--
JAMES HOYTrustee-$0--
PATRICK J POWERSTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCOMMUNITY MEMORIAL HOSPITAL OF HAMILTONGRANTHOSPITALHAMILTON, NY, US$4,324
Paid GrantHAMILTON CENTRAL SCHOOLGRANTSCHOOLHAMILTON, NY, US$4,323
Paid GrantSHERBURNE-EARLVILLE CENTRAL SCHOOLGRANTSCHOOLSHERBURNE, NY, US$4,323
Paid GrantSOUTHERN MADISON COUNTY VOLUNTEER AMBULANCE CORPGRANTOTHER CHARITYHAMILTON, NY, US$2,594
Paid GrantPOOLVILLE UNITED METHODIST CHURCHGRANTCHURCHNORTH NORWICH, NY, US$1,729
Filing and Contact Details

Filer

EIN
20-7341100
Raw XML Appendix350 raw XML fields

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

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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0BARRY SHAY VP ALLIANCE BANK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1JAMES HOY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2PATRICK J POWERS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12POOLVILLE UNITED METHODIST CHURCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13SHERBURNE-EARLVILLE CENTRAL SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14SOUTHERN MADISON COUNTY VOLUNTEER AMBULANCE CORP
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1147 WEST KENDRICK STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12PO BOX 249
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1315 THOMAS STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine14PO BOX 453
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0HAMILTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1HAMILTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2NORTH NORWICH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3SHERBURNE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4HAMILTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode013346
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode113346
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode213346
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode313460
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode413346
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear017293
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear03123
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear1015995
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted019549
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions019118
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY016426
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear015995
OtherExpensesSchedule/OtherExpenses/Description0NYS FILING FEE
OtherExpensesSchedule/OtherExpenses/Description1US TREASURY
OtherExpensesSchedule/OtherExpenses/Description2FOREIGN TAX PAID ON DIVIDENDS
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps0100
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps1236
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps230
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome0100
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome1236
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome230
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0100
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks1236
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks230
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount01459
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0TRUSTEE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps01459
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome01459
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0207341100
ReturnHeader/Filer/Name/BusinessNameLine10MCGREGOR FAMILY CHARITABLE TRUST
ReturnHeader/Filer/Name/BusinessNameLine20C/O ALLIANCE BANK TRUST DEPARTMENT
ReturnHeader/Filer/NameControl0MCGR
ReturnHeader/Filer/Phone03154757595
ReturnHeader/Filer/USAddress/AddressLine10160 MAIN STREET
ReturnHeader/Filer/USAddress/City0ONEIDA
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode013421
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-05-07
ReturnHeader/Officer/Name0BARRY SHAY-VICE PRESIDENT
ReturnHeader/Officer/Phone03153369220
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02013-05-07
ReturnHeader/PreparerFirm/EIN0132550103
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10D'ARCANGELO & CO LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10200 EAST GARDEN STREET
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0ROME
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0134424300
ReturnHeader/Preparer/Name0PATRICK J POWERS CPA
ReturnHeader/Preparer/Phone03153369220
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-13T08:03:26-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$0.21$0.28$0.07
2023Detailed filing. Detailed filing data is available for this year.$3.32$0.00$3.32$0.13$0.23$0.10
2022Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$0.10$0.34$0.24
2021Detailed filing. Detailed filing data is available for this year.$3.66$0.00$3.66$0.28$0.43$0.15
2020Detailed filing. Detailed filing data is available for this year.$3.82$0.00$3.82$0.14$0.44$0.30
2019Detailed filing. Detailed filing data is available for this year.$4.11$0.00$4.11$0.70$0.31$0.38
2018Detailed filing. Detailed filing data is available for this year.$3.73$0.00$3.73$0.24$0.28$0.03
2017Detailed filing. Detailed filing data is available for this year.$3.77$0.00$3.77$0.20$0.28$0.07
2016Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$0.25$0.28$0.03
2015Detailed filing. Detailed filing data is available for this year.$3.87$0.00$3.87$0.23$0.28$0.05
2014Detailed filing. Detailed filing data is available for this year.$3.92$0.00$3.92$0.44$0.26$0.17
2013Detailed filing. Detailed filing data is available for this year.$3.73$0.00$3.73$0.14$0.19$0.05
2012Detailed filing. Detailed filing data is available for this year.$3.78$0.00$3.78$0.19
2012Summary only. Only limited summary data is available for this year.$3.78$0.00$0.13$0.19$0.06
2011Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$0.20
2010Detailed filing. Detailed filing data is available for this year.$3.77$0.00$3.77$0.11