Civic Intelligence

Clarence L and Maynarda L Moore Education Fund Tr

990PF • Fiscal year 2017 • EIN 27-6030602

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 27, 2018

Organization Profile
Cnb Tr CO 72 S Main StCanandaigua, NY 14424

(585) 393-6113

Siviq Scores

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

Liabilities / Assets

88th percentile

0.00x

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

2017 filings • NTEE T22 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

88th percentile

0.00x

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

2017 filings • NTEE T22 • <$500k nonprofits • Source year 2017

Net Margin

31st percentile

-41%

Higher net margin than 31% of similar nonprofits.

2017 filings • NTEE T22 • <$500k nonprofits • Source year 2017

Top Officer Pay

96th percentile

$3,931

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 22.6% of source-year revenue.

2017 filings • NTEE T22 • <$500k nonprofits • Source year 2017

Asset Growth

46th percentile

-2.5%

Faster asset growth than 46% of similar nonprofits.

2017 filings • NTEE T22 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

65th percentile

51%

Faster revenue growth than 65% of similar nonprofits.

2017 filings • NTEE T22 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets88th percentile

Assets

Down

$279,770

Down $7,281 (-2.5%) from 2016

Net Assets

Down

$279,770

Down $7,281 (-2.5%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin31st percentile

Revenue

Up

$17,372

Up $5,890 (+51%) from 2016

Expenses

Down

$24,569

Down $9,396 (-28%) from 2016

Net Income

Up

-$7,197

Up $15,286 (+68%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$400K$300K$200K$100K$0Assets 2011: $340,670Liabilities 2011: $0Net Assets 2011: $340,6702011Assets 2013: $310,267Liabilities 2013: $0Net Assets 2013: $310,2672013Assets 2015: $309,540Liabilities 2015: $0Net Assets 2015: $309,5402015Assets 2016: $287,051Liabilities 2016: $0Net Assets 2016: $287,0512016Assets 2017: $279,770Liabilities 2017: $0Net Assets 2017: $279,7702017Assets 2018: $280,527Liabilities 2018: $0Net Assets 2018: $280,5272018Assets 2019: $278,818Liabilities 2019: $0Net Assets 2019: $278,8182019Assets 2020: $260,174Liabilities 2020: $0Net Assets 2020: $260,1742020Assets 2021: $253,983Liabilities 2021: $0Net Assets 2021: $253,9832021Assets 2022: $244,754Liabilities 2022: $0Net Assets 2022: $244,7542022Assets 2023: $261,324Liabilities 2023: $0Net Assets 2023: $261,3242023Assets 2024: $260,161Liabilities 2024: $0Net Assets 2024: $260,1612024

Highlighted filing

2017

Assets$279,770
Liabilities$0
Net Assets$279,770
Open 2017 Filing

Operations Trend

Revenue Growth65th percentile

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

$40K$20K$0-$20K-$40KExpenses 2011: $7,9962011Revenue 2013: $16,709Expenses 2013: $36,387Net Income 2013: -$19,6782013Revenue 2015: $12,747Expenses 2015: $4,502Net Income 2015: $8,2452015Revenue 2016: $11,482Expenses 2016: $33,965Net Income 2016: -$22,4832016Revenue 2017: $17,372Expenses 2017: $24,569Net Income 2017: -$7,1972017Revenue 2018: $13,475Expenses 2018: $12,694Net Income 2018: $7812018Revenue 2019: $10,760Expenses 2019: $12,486Net Income 2019: -$1,7262019Revenue 2020: $8,439Expenses 2020: $27,135Net Income 2020: -$18,6962020Revenue 2021: $19,720Expenses 2021: $25,338Net Income 2021: -$5,6182021Revenue 2022: $9,676Expenses 2022: $18,246Net Income 2022: -$8,5702022Revenue 2023: $32,286Expenses 2023: $14,928Net Income 2023: $17,3582023Revenue 2024: $14,741Expenses 2024: $15,808Net Income 2024: -$1,0672024

Highlighted filing

2017

Revenue$17,372
Expenses$24,569
Net Income-$7,197
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 27, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$3,931-$3,931
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCANISIUS COLLEGE FOR JONAH BURTONSCHOLARSHIP AWARD RECIPIENTPCBUFFALO, NY, US$8,000
Paid GrantCORNING CC FOR TAYLOR SUTRUKSCHOLARSHIP AWARD RECIPIENTPCCORNING, NY, US$1,250
Paid GrantCORNING CC FOR ZACHARY HAMILTONSCHOLARSHIP AWARD RECIPIENTPCCORNING, NY, US$1,250
Paid GrantWELLS COLLEGE FOR AMANDA HARRISSCHOLARSHIP AWARD RECIPIENTPCAURORA, NY, US$1,250
Paid GrantCAZENOVIA COLLEGE FOR JENNA STILESSCHOLARSHIP AWARD RECIPIENTPCCAZENOVIA, NY, US$1,250
Paid GrantRIT FOR MAKAYLA MITCHELLSCHOLARSHIP AWARD RECIPIENTPCROCHESTER, NY, US$1,250
Paid GrantALFRED UNIVERISTY FOR EMILY PIERCESCHOLARSHIP AWARD RECIPIENTPCALFRED, NY, US$1,250
Paid GrantLOCK HAVEN UNIV FOR CHELSEA WOODSCHOLARSHIP AWARD RECIPIENTPCLOCK HAVEN, PA, US$1,250
Paid GrantCORNING CC FOR ELIZABETH JORISSCHOLARSHIP AWARD RECIPIENTPCCORNING, NY, US$500
Paid GrantCORNING CC FOR KASANDRA WEBBSCHOLARSHIP AWARD RECIPIENTPCCORNING, NY, US$500
Paid GrantCORNING CC FOR KAITLYN WHITESCHOLARSHIP AWARD RECIPIENTPCCORNING, NY, US$500
Paid GrantCORNING CC FOR MORGAN POVOSKISCHOLARSHIP AWARD RECIPIENTPCCORNING, NY, US$500
Paid Grant-SCHOLARSHIP AWARD RECIPIENTPCCORNING, NY, US$500
Filing and Contact Details

Filer

Filer Name
Clarence L & Maynarda Moore Educ Fund Tr
EIN
27-6030602
Phone
5853936113
Address
CNB TR CO 72 S MAIN ST, CANANDAIGUA, NY 14424

Signing Officer

Name
Mary Beth Uhlen
Title
Vice President
Phone
5853936113
Signed
2018-04-27
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
4131 PARKLAKE AVE STE 500, Raleigh, NC 27516
Preparer
John G Mitchell
Phone
9199612991
Raw XML AppendixShowing 400 of 593 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt104163
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt112459
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt127864
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13591
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14927
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt154233
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc061.994 DFA INTERNATIONAL REAL ESTATE SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc162.889 DFA INFLATION-PROTECTED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2551.994 DFA US VECTOR EQUITY PORT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3313.245 DFA US CORE EQUITY 2 PORT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc491.743 DFA SHORT-TERM GOVT PORTFOLIO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc594.041 DFA EMERGING MARKETS VALUE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6128.293 DFA ONE-YEAR FIXED INCOME
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7103.346 DFA EMERGING MARKETS SMALL CAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8174.629 DFA INTERNATIONAL SMALL COMPANY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9132.173 DFA TWO-YEAR GLOBAL FIXED INCOME
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10183.877 DFA INTERNATIONAL SMALL CAP VALUE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1185.824 DFA EMERGING MARKETS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12209.661 DFA US LARGE CAP VALUE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1316.785 DFA REAL ESTATE SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1484.239 DFA FIVE-YEAR GLOBAL FIXED INCOME
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15220.941 DFA INTERNATIONAL VALUE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52017-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62017-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72017-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82017-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92017-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102017-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112017-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122017-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132017-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142017-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152017-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt011030
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-7197
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt093
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt09
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0279863
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0287051
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0279770
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt015754
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt015754
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt015754
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt015911
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0157
IRS990PF/DistributableAmountGrp/TotalTaxAmt0157
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0121
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0157
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0157
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0157
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt036
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0121
IRS990PF/FMVAssetsEOYAmt0329667
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0287051
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0279770
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt030000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt029672
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0254913
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0212469
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0262694
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt032138
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt037301
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt037301
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0287051
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0279770
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0329667
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0287051
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0279770
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0287051
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0279770
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0323072
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt034780
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0288292
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt04846
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt015911
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0318226
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0323072
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0Canandaigua Nat'l Bank & Trust
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt03931
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt072 South Main Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Canandaigua
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd014424
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt020588
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt020745
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt031800
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt02646
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt017978
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt034605
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt019181
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.064695
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.102357
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.008568
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.052128
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.102751
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.057673
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0157
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0318226
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0310678
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0308829
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0344883
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0336784
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0332580
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt022908
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.323477
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt022751
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt022908
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0157
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt022908
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
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/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
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/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt072 SOUTH MAIN STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CANANDAIGUA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd014424
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Canandaigua National Bk and Tr Co
IRS990PF/StatementsRegardingActyGrp/PhoneNum05853936113
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt41250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt51250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt61250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt71250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt81250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt91250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt108000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt121250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP AWARD RECIPIENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCHOLARSHIP AWARD RECIPIENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SCHOLARSHIP AWARD RECIPIENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3SCHOLARSHIP AWARD RECIPIENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4SCHOLARSHIP AWARD RECIPIENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5SCHOLARSHIP AWARD RECIPIENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6SCHOLARSHIP AWARD RECIPIENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7SCHOLARSHIP AWARD RECIPIENT

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$279,770
Liabilities
$0
Net assets
$279,770
Revenue
$17,372
Expenses
$24,569
Net income
-$7,197
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$0.15$0.16$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.61$0.00$2.61$0.32$0.15$0.17
2022Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$0.10$0.18$0.09
2021Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.20$0.25$0.06
2020Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$0.08$0.27$0.19
2019Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$0.11$0.12$0.02
2018Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.13$0.13$0.01
2017Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$0.17$0.25$0.07
2016Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.11$0.34$0.22
2015Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.13$0.05$0.08
2013Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.17$0.36$0.20
2011Detailed filing. Detailed filing data is available for this year.$3.41$0.00$3.41$0.08