Civic Intelligence

Jane & Arthur Bratton Charitable Trust

EIN 27-3285079 • 501(c)3 • Buffalo, NY

Profile

To support non profit organizations as designated in the trust document.

PO Box 1504Buffalo, NY 14240

n/A

Siviq Scores

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

Liabilities / Assets

87th percentile

0.00x

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

NTEE T22 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

87th percentile

0.00x

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

NTEE T22 • $500k-$1M nonprofits • Source year 2024

Net Margin

70th percentile

34%

Higher net margin than 70% of similar nonprofits.

NTEE T22 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

NTEE T22 • $500k-$1M nonprofits • Source year 2024

Asset Growth

64th percentile

2.7%

Faster asset growth than 64% of similar nonprofits.

NTEE T22 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

74th percentile

121%

Faster revenue growth than 74% of similar nonprofits.

NTEE T22 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$730,832

Up $19,034 (+2.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$730,832

Up $19,034 (+2.7%) from 2023

Operations
Liabilities / Revenue87th percentileNet Margin70th percentile

Revenue

Up

$57,765

Up $31,571 (+121%) from 2023

Expenses

Up

$38,339

Up $6,373 (+20%) from 2023

Net Income

Up

$19,426

Up $25,198 (+437%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth64th percentile

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

$800K$600K$400K$200K$0Assets 2020: $665,234Liabilities 2020: $0Net Assets 2020: $665,2342020Assets 2021: $686,239Liabilities 2021: $0Net Assets 2021: $686,2392021Assets 2022: $717,697Liabilities 2022: $0Net Assets 2022: $717,6972022Assets 2023: $711,798Liabilities 2023: $0Net Assets 2023: $711,7982023Assets 2024: $730,832Liabilities 2024: $0Net Assets 2024: $730,8322024

Highlighted filing

2024

Assets$730,832
Liabilities$0
Net Assets$730,832
Open 2024 Filing

Operations Trend

Revenue Growth74th percentile

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

$60K$40K$20K$0-$20KRevenue 2020: $54,303Expenses 2020: $20,804Net Income 2020: $33,4992020Revenue 2021: $42,269Expenses 2021: $20,910Net Income 2021: $21,3592021Revenue 2022: $56,304Expenses 2022: $24,205Net Income 2022: $32,0992022Revenue 2023: $26,194Expenses 2023: $31,966Net Income 2023: -$5,7722023Revenue 2024: $57,765Expenses 2024: $38,339Net Income 2024: $19,4262024

Highlighted filing

2024

Revenue$57,765
Expenses$38,339
Net Income$19,426
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$730,832
Liabilities
$0
Net assets
$730,832
Revenue
$57,765
Expenses
$38,339
Net income
$19,426
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.31$0.00$7.31$0.58$0.38$0.19
2023Detailed filing. Detailed filing data is available for this year.$7.12$0.00$7.12$0.26$0.32$0.06
2022Detailed filing. Detailed filing data is available for this year.$7.18$0.00$7.18$0.56$0.24$0.32
2021Detailed filing. Detailed filing data is available for this year.$6.86$0.00$6.86$0.42$0.21$0.21
2020Detailed filing. Detailed filing data is available for this year.$6.65$0.00$6.65$0.54$0.21$0.33
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.1
Gross Receipts
$269,614
Mission and Program Overview

Mission

To support non profit organizations as designated in the trust document.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$711,797$730,832▲ $19,035
Investments Other Securities$667,775$605,782▼ $61,993
Savings and Temporary Cash Investments$44,022$125,050▲ $81,028
Total Assets$711,797$730,832▲ $19,035
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$711,797$730,832▲ $19,035
Total Liabilities and Net Assets / Fund Balance$711,797$730,832▲ $19,035
Compensation and Service Providers
Top Officer Pay87th percentile

Board Members and Trustees

NameTitle
-Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$57,765
Other Revenue
$0
Change in Net Assets
$19,426
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$26,763
Salaries, Compensation, and Employee Benefits$10,078
Other Expenses$1,498
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$26,763--$26,763
Current Officers, Directors, Trustees, and Key Employees-$10,078-$10,078
Fees for Services Accounting-$875-$875
All Other Expenses-$623-$623
Total Functional Expenses$26,763$11,576$0$38,339
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1A

“M&T BANK is the sole trustee.”

Explanation for Form 990, Page 6, Part VI, Line 6

“The organization is governed by the trust document, through which M&T BANK is the trustee.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 7B

“Decisions are made by the trustee and are subject to fiduciary responsibility as described in trust document.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“N/A”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“N/A”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“Trustee reviews Form 990 and consults with Tax Team if there are any questions/concerns.”

FORM 990, PAGE 6, PART VI, LINE 15A

“The only compensation involves the payment of trustee fees to M&T BANK”

FORM 990, PAGE 6, PART VI, LINE 15B

“The only compensation is in the form of trustee fees paid to M&T BANK”

Form 990, Page 6, Part VI, Line 19

“All documents are made available upon request.”

Form 990, Page 7, Part VII, Section A

“M&t bank, fiduciary trustee, hours as needed.”

Filing and Contact Details

Filer

Filer Name
Jane & Arthur Bratton Charitable Trust
EIN
27-3285079
Phone
2393975002
Address
PO BOX 1504, BUFFALO, NY 14240

Signing Officer

Name
Manufacturers Traders Trust Co
Title
SVP
Phone
2393975002
Signed
2025-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kelly Kimball
Formed
2010
Legal Domicile
Vt
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
155 N WACKER DR, CHICAGO, IL 60606
Preparer
Sandra Murphy
Phone
3128792000
Supplemental Narrative

Additional Explanations

Lines 2 & 3

“The organization meets with the supported organizations to discuss investement needs and goals.”

Explanation for Form 990, Part XI, Line 9

“ROC Adj from PY -126.39, ROC Adj 2024 -88.36, 2023 Trans Posted in 2024 847.39, 2024 Trans Posted in 2025 -1,020.50, Adj to Income -0.40, Rounding -3.54”

Raw XML Appendix325 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION MEETS WITH THE SUPPORTED ORGANIZATIONS TO DISCUSS INVESTEMENT NEEDS AND GOALS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1M&T BANK is the sole trustee.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The organization is governed by the trust document, through which M&T BANK is the trustee.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Decisions are made by the trustee and are subject to fiduciary responsibility as described in trust document.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Trustee reviews Form 990 and consults with Tax Team if there are any questions/concerns.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7The only compensation involves the payment of trustee fees to M&T BANK
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8The only compensation is in the form of trustee fees paid to M&T BANK
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9All documents are made available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10M&T BANK, FIDUCIARY TRUSTEE, HOURS AS NEEDED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11ROC Adj from PY -126.39, ROC Adj 2024 -88.36, 2023 Trans Posted in 2024 847.39, 2024 Trans Posted in 2025 -1,020.50, Adj to Income -0.40, Rounding -3.54
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0LINES 2 & 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PAGE 6, PART VI, LINE 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10FORM 990, PAGE 7, PART VII, SECTION A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MANUFACTURERS TRADERS TRUST CO
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JANE & ARTHUR BRATTON CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0BRAT
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ReturnHeader/Filer/PhoneNum02393975002
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ReturnHeader/PreparerPersonGrp/PhoneNum03128792000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SANDRA MURPHY
ReturnHeader/ReturnTs02025-05-14T10:01:30-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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