Civic Intelligence

Robert M Mylchreest Charitable Trust

EIN 35-7384534 • Syracuse, NY

Pub. 78 EligibleNTEE X22
211 W Jefferson StSyracuse, NY 13202
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

NTEE X • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

32nd percentile

0.00x

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

NTEE X • $1M-$5M nonprofits • Source year 2024

Net Margin

51st percentile

8.8%

Higher net margin than 51% of similar nonprofits.

NTEE X • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

62nd percentile

$0

Higher top officer pay than 62% of similar nonprofits.

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

NTEE X • $1M-$5M nonprofits • Source year 2024

Asset Growth

41st percentile

0.7%

Faster asset growth than 41% of similar nonprofits.

NTEE X • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

1st percentile

-93%

Faster revenue growth than 1% of similar nonprofits.

NTEE X • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$1,461,163

Up $10,696 (+0.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,461,163

Up $10,696 (+0.7%) from 2023

Revenue

Down

$108,827

Down $1,462,058 (-93%) from 2023

Expenses

Down

$99,271

Down $21,147 (-18%) from 2023

Net Income

Down

$9,556

Down $1,440,911 (-99%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2023: $1,450,467Liabilities 2023: $0Net Assets 2023: $1,450,4672023Assets 2024: $1,461,163Liabilities 2024: $0Net Assets 2024: $1,461,1632024

Highlighted filing

2024

Assets$1,461,163
Liabilities$0
Net Assets$1,461,163

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0Revenue 2023: $1,570,885Expenses 2023: $120,418Net Income 2023: $1,450,4672023Revenue 2024: $108,827Expenses 2024: $99,271Net Income 2024: $9,5562024

Highlighted filing

2024

Revenue$108,827
Expenses$99,271
Net Income$9,556

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 16, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WENDY LOUGNOT TRUSTEETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Robert M Mylchreest Charitable Trust
EIN
35-7384534
Phone
3152147294
Address
211 W JEFFERSON ST, SYRACUSE, NY 13202

Signing Officer

Name
Wendy Lougnot
Title
Trustee
Phone
3152147294
Signed
2025-03-16
Discuss with paid preparer
Yes

Preparer

Firm
Daley Lacombe & Charette Pc
Address
116 FAYETTE ST, MANLIUS, NY 13104
Preparer
M Paul Mahalick CPA
Phone
3156924033
Raw XML Appendix307 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Janney #9057 - Equities - SEE PDF ATTACHMENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1Janney #9057 - Mutual Funds & ETFs - SEE PDF ATTACHMENT
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt078019
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt019652
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt019652
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt139
OtherIncomeSchedule2/OtherIncomeDetail/Desc0TAX-EXEMPT DIVIDENDS
OtherIncomeSchedule2/OtherIncomeDetail/Desc1JANNEY #9057-CAPITAL GAIN DISTRIBUTIONS
OtherIncomeSchedule2/OtherIncomeDetail/Desc2JANNEY #9057 - STOCK SALES
OtherIncomeSchedule2/OtherIncomeDetail/Desc3UNREALIZED GAIN/LOSS
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt04368
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt145647
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt211796
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt3273
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0890
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1250
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0EXPENSE PAID BY TRUST - FED TAX
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1EXPENSE PAID BY TRUST - NYS TAX
TaxesSchedule/TaxesDetail/Amt05890
TaxesSchedule/TaxesDetail/Amt1250
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
TaxesSchedule/TaxesDetail/CategoryTxt1NYS TAX
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WENDY LOUGNOT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03152147294
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERT M MYLCHREEST CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0357384534
ReturnHeader/Filer/PhoneNum03152147294
ReturnHeader/Filer/USAddress/AddressLine1Txt0211 W JEFFERSON ST
ReturnHeader/Filer/USAddress/CityNm0SYRACUSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd013202
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161184209
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DALEY LACOMBE & CHARETTE PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0116 FAYETTE ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MANLIUS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd013104
ReturnHeader/PreparerPersonGrp/PhoneNum03156924033
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0M PAUL MAHALICK CPA
ReturnHeader/ReturnTs02025-09-24T04:25:28-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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