Civic Intelligence

Saint Basil Academy Trust

990 • Fiscal year 2018 • EIN 27-6582209

Jan 01, 2018 to Dec 31, 2018 • Filed on May 15, 2019

Organization ProfileN/A
PO Box 12765Roanoke, VA 24028

(540) 344-9246

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

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

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

7th percentile

0.00x

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

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

4th percentile

-68%

Higher net margin than 4% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

23rd percentile

$40,032

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 18.3% of source-year revenue.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

13th percentile

-8.3%

Faster asset growth than 13% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

1st percentile

-85%

Faster revenue growth than 1% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets7th percentile

Assets

Down

$6,654,605

Down $602,192 (-8.3%) from 2017

Net Assets

Down

$6,654,605

Down $602,192 (-8.3%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin4th percentile

Revenue

Down

$218,351

Down $1,197,789 (-85%) from 2017

Expenses

Up

$366,243

Up $50,393 (+16%) from 2017

Net Income

Down

-$147,892

Down $1,248,182 (-113%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

$10M$5.0M$0Assets 2017: $7,256,797Liabilities 2017: $0Net Assets 2017: $7,256,7972017Assets 2018: $6,654,605Liabilities 2018: $0Net Assets 2018: $6,654,6052018Assets 2019: $7,773,981Liabilities 2019: $0Net Assets 2019: $7,773,9812019Assets 2020: $7,238,903Liabilities 2020: $0Net Assets 2020: $7,238,9032020Assets 2021: $8,344,796Liabilities 2021: $0Net Assets 2021: $8,344,7962021Assets 2022: $7,926,790Liabilities 2022: $0Net Assets 2022: $7,926,7902022Assets 2023: $7,921,031Liabilities 2023: $0Net Assets 2023: $7,921,0312023Assets 2024: $8,459,258Liabilities 2024: $0Net Assets 2024: $8,459,2582024

Highlighted filing

2018

Assets$6,654,605
Liabilities$0
Net Assets$6,654,605
Open 2018 Filing

Operations Trend

Revenue Growth1st percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2017: $1,416,140Expenses 2017: $315,850Net Income 2017: $1,100,2902017Revenue 2018: $218,351Expenses 2018: $366,243Net Income 2018: -$147,8922018Revenue 2019: $1,867,039Expenses 2019: $363,522Net Income 2019: $1,503,5172019Revenue 2020: $123,007Expenses 2020: $378,190Net Income 2020: -$255,1832020Revenue 2021: $701,461Expenses 2021: $386,640Net Income 2021: $314,8212021Revenue 2022: $640,782Expenses 2022: $346,340Net Income 2022: $294,4422022Revenue 2023: $368,531Expenses 2023: $459,022Net Income 2023: -$90,4912023Revenue 2024: $592,102Expenses 2024: $472,766Net Income 2024: $119,3362024

Highlighted filing

2018

Revenue$218,351
Expenses$366,243
Net Income-$147,892
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 15, 2019
Return Version
2018v3.1
Gross Receipts
$472,903
Mission and Program Overview

Mission

THE PRINCIPAL PURPOSE OF THE SAINT BASIL ACADEMY TRUST IS TO MAKE DISTRIBUTIONS OF INCOME TO SAINT BASIL ACADEMY, AN ORTHODOX HOME SERVING CHILDREN IN NEED LOCATED AT 79 SAINT BASIL ROAD, GARRISON, NEW YORK 10524, FOR AN EXEMPT FUNCTION AS DEFINED IN SECTION 501(c)(3) OF THE INTERNAL REVENUE CODE.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$7,256,797$6,654,605▼ $602,192
Investments in Publicly Traded Securities$6,461,686$5,953,233▼ $508,453
Savings and Temporary Cash Investments$795,111$701,372▼ $93,739
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$7,256,797$6,654,605▼ $602,192
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$7,256,797$6,654,605▼ $602,192
Total Liabilities and Net Assets / Fund Balance$7,256,797$6,654,605▼ $602,192
Compensation and Service Providers
Top Officer Pay23rd percentile

Employees

NameTitleFull / Part TimeOtherTotal
Frank B HancockTrusteePT$40,032$40,032
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$218,351
Other Revenue
$0
Change in Net Assets
$-147,892
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$260,000
Other Expenses$66,211
Salaries, Compensation, and Employee Benefits$40,032
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$260,000--$260,000
Fees for Service Investment Mgmnt Fees-$66,211-$66,211
Current Officers, Directors, Trustees, and Key Employees$20,016$20,016-$40,032
Total Functional Expenses$280,016$86,227$0$366,243
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Saint Basil AcademyGarrison, NY501(c)(3)General support$260,000
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
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

Form 990, Part VI, Line 11B: Form 990 Review Process

“The form 990 will be reviewed by the trustee prior to filing.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Saint Basil Academy Trust
EIN
27-6582209
Phone
5403449246
Address
PO BOX 12765, ROANOKE, VA 24028

Signing Officer

Name
Frank B Hancock
Title
Trustee
Signed
2019-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Frank B Hancock
Legal Domicile
Va
Voting Board Members
1
Independent Board Members
1
Employees
0

Preparer

Firm
Foti Flynn Lowen & Co PC
Address
PO Box 12765, Roanoke, VA 24028-2765
Preparer
David P Booth CPA
Phone
5403449246
Raw XML AppendixShowing 400 of 410 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE PRINCIPAL PURPOSE OF THE SAINT BASIL ACADEMY TRUST IS TO MAKE DISTRIBUTIONS OF INCOME TO SAINT BASIL ACADEMY, AN ORTHODOX HOME SERVING CHILDREN IN NEED LOCATED AT 79 SAINT BASIL ROAD, GARRISON, NEW YORK 10524, FOR AN EXEMPT FUNCTION AS DEFINED IN SECTION 501(c)(3) OF THE INTERNAL REVENUE CODE.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0FRANK B HANCOCK
IRS990/BooksInCareOfDetail/PhoneNum05403449246
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 12765
IRS990/BooksInCareOfDetail/USAddress/CityNm0ROANOKE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd024028
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt020016
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt020016
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt040032
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0260000
IRS990/CYInvestmentIncomeAmt0218351
IRS990/CYOtherExpensesAmt066211
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-147892
IRS990/CYSalariesCompEmpBnftPaidAmt040032
IRS990/CYTotalExpensesAmt0366243
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0218351
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0DISTRIBUTIONS TO SAINT BASIL ACADEMY (THE SUPPORTED ORGANIZATION). THE SUPPORTED ORGANIZATION IS A NATIONAL NOT-FOR-PROFIT PHILANTHROPIC CENTER OF THE GREEK ORTHODOX ARCHDIOCESE OF AMERICA WHICH PROVIDES LOVE, SHELTER, FOOD, EDUCATION, PROTECTION AND A HOME FOR HER ORPHANS, CHILDREN OF CHRONOCIALLY ILL OR DESTITUTE PARENTS OR CHILDREN FROM BROKEN HOMES.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt0280016
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt066211
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt066211
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt040032
IRS990/Form990PartVIISectionAGrp/PersonNm0FRANK B HANCOCK
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt010690
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt0260000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0260000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0260000
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0265242
IRS990/GrossReceiptsAmt0472903
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0207661
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0207661
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt06461686
IRS990/InvestmentsPubTradedSecGrp/EOYAmt05953233
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0VA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0254552
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0THE PRINCIPAL PURPOSE OF THE SAINT BASIL ACADEMY TRUST IS TO MAKE DISTRIBUTIONS OF INCOME TO SAINT BASIL ACADEMY, AN ORTHODOX HOME SERVING CHILDREN IN NEED LOCATED AT 79 SAINT BASIL ROAD, GARRISON, NEW YORK 10524, FOR AN EXEMPT FUNCTION AS DEFINED IN SECTION 501(c)(3) OF THE INTERNAL REVENUE CODE.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt07256797
IRS990/NetAssetsOrFundBalancesEOYAmt06654605
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt010690
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt010690
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-454300
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0FRANK B HANCOCK
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0200000
IRS990/PYInvestmentIncomeAmt01416140
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt070819
IRS990/PYRevenuesLessExpensesAmt01100290
IRS990/PYSalariesCompEmpBnftPaidAmt045031
IRS990/PYTotalExpensesAmt0315850
IRS990/PYTotalRevenueAmt01416140
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-147892
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt07256797
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt06654605
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0795111
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0701372
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt0207661
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt0189353
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt0207661
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt0189353
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt0106243
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt0114125
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt0101418
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt075228
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt075228
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt0242678
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt0242678
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt063944
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt0242678
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistriAppDistributableAmt0242678
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt015883
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt0242678
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt0260000
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt01439
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt01439
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt01439
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt015883
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt0260000
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt0242678
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt01.00000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt0260000
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt0260000
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE TRUSTEE MAINTAINED A WORKING RELATIONSHIP WITH THE SUPPORTED ORGANIZATION BY:- HOLDING TELEPHONIC OR VIDEOCONFERENCING MEETINGS, AT LEAST QUARTERLY, WITH THE FOLLOWING OFFICERS OF THE SUPPORTED CHARITY: THE EXECUTIVE DIRECTOR, THE PRESIDENT OF THE BOARD OF TRUSTEES, AND THE ASSISTANT TREASURER. DURING THESE MEETINGS, THE TRUSTEE AND THE SUPPORTED CHARITY'S REPRESENTATIVES DISCUSSED THE PROJECTED NEEDS OF THE SUPPORTED CHARITY AND WAYS IN WHICH THE SUPPORTED CHARITY WOULD LIKE THE TRUSTEE TO USE THE INCOME OF THE SUPPORTING TRUST AND INVEST ITS ASSETS.- COMMUNICATED REGULARLY WITH THE SAME OFFICERS OF THE SUPPORTED CHARITY IDENTIFIED ABOVE REGARDING THE INVESTMENTS OF THE SUPPORTING TRUST AND PLANS FOR DISTRIBUTIONS.- PROVIDED THE EXECUTIVE DIRECTOR OF THE SUPPORTED CHARITY WITH MONTHLY INVESTMENTS STATEMENTS OF ALL OF THE SUPPORTING TRUST'S ACCOUNTS AND AN ANNUAL ACCOUNTING STATEMENT FOR ALL OF THE SUPPORTING TRUST'S ACCOUNTS.- HIRED AND CONTINUE TO EMPLOY THE INVESTMENT ADVISORS THAT ARE RECOMMENDED BY THE SUPPORTED CHARITY TO SERVE AS REGISTERED INVESTMENT ADVISORS AND BROKER DEALERS TO ASSIST THE TRUSTEE IN RENDERING SERVICES AS THE INVESTMENT ADVISOR TO THE TRUSTEE WITH RESPECT TO MARKETABLE ASSETS HELD BY THE TRUSTEE.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1SEE ABOVE
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section D, Line 2: Organizaiton Maintained A Relationship with Supported Orgs.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Part IV, Section D, Line 3: Role The Organization's Supported Orgs. Played
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt07164882
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt07039257
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt0604280
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt0567217
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt06560602
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt06472040
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt0107473
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt0105589
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt07057409
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt06933668
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0247009
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0242678
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt07164882
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt07039257
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0247009
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0242678
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0131671150
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0260000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SAINT BASIL ACADEMY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0260000
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt0260000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0General support
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SAINT BASIL ACADEMY
IRS990ScheduleI/RecipientTable/RecipientEIN0131671150
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt079 SAINT BASIL ROAD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0GARRISON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NY
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd010524
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 WILL BE REVIEWED BY THE TRUSTEE PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0VA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt07256797
IRS990/TotalAssetsEOYAmt06654605
IRS990/TotalAssetsGrp/BOYAmt07256797
IRS990/TotalAssetsGrp/EOYAmt06654605
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt086227
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0280016
IRS990/TotalFunctionalExpensesGrp/TotalAmt0366243
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt07256797
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt06654605
IRS990/TotalOtherCompensationAmt040032
IRS990/TotalProgramServiceExpensesAmt0280016
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0218351
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0218351
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt07256797
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt06654605
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 12765
IRS990/USAddress/CityNm0ROANOKE
IRS990/USAddress/StateAbbreviationCd0VA
IRS990/USAddress/ZIPCd024028
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FRANK B HANCOCK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAINT BASIL ACADEMY TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SAIN
ReturnHeader/Filer/EIN0276582209
ReturnHeader/Filer/PhoneNum05403449246
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 12765
ReturnHeader/Filer/USAddress/CityNm0ROANOKE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd024028
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0208087076
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foti Flynn Lowen & Co PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 12765

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,654,605
Liabilities
$0
Net assets
$6,654,605
Revenue
$218,351
Expenses
$366,243
Net income
-$147,892
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.46$0.00$8.46$0.59$0.47$0.12
2023Detailed filing. Detailed filing data is available for this year.$7.92$0.00$7.92$0.37$0.46$0.09
2022Detailed filing. Detailed filing data is available for this year.$7.93$0.00$7.93$0.64$0.35$0.29
2021Detailed filing. Detailed filing data is available for this year.$8.34$0.00$8.34$0.70$0.39$0.31
2020Detailed filing. Detailed filing data is available for this year.$7.24$0.00$7.24$0.12$0.38$0.26
2019Detailed filing. Detailed filing data is available for this year.$7.77$0.00$7.77$1.87$0.36$1.50
2018Detailed filing. Detailed filing data is available for this year.$6.65$0.00$6.65$0.22$0.37$0.15
2017Detailed filing. Detailed filing data is available for this year.$7.26$0.00$7.26$1.42$0.32$1.10