Civic Intelligence

The Alice Harris Charitable Remainder Tr

990PF • Fiscal year 2022 • EIN 41-6569414

Jan 01, 2022 to Dec 31, 2022 • Filed on Apr 11, 2023

Organization Profile
14 Partridge RoadDelmar, NY 12054

(518) 464-9958

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2022 filings • NTEE B82 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

53rd percentile

0.00x

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

2022 filings • NTEE B82 • $1M-$5M nonprofits • Source year 2022

Net Margin

21st percentile

-46%

Higher net margin than 21% of similar nonprofits.

2022 filings • NTEE B82 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

64th percentile

$9,091

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 13.2% of source-year revenue.

2022 filings • NTEE B82 • $1M-$5M nonprofits • Source year 2022

Asset Growth

8th percentile

-18%

Faster asset growth than 8% of similar nonprofits.

2022 filings • NTEE B82 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

11th percentile

-79%

Faster revenue growth than 11% of similar nonprofits.

2022 filings • NTEE B82 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$1,282,474

Down $289,167 (-18%) from 2021

Net Assets

Down

$1,282,474

Down $289,167 (-18%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin21st percentile

Revenue

Down

$69,014

Down $257,654 (-79%) from 2021

Expenses

Down

$101,025

Down $77,787 (-44%) from 2021

Net Income

Down

-$32,011

Down $179,867 (-122%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,581,942Liabilities 2011: $02011Assets 2012: $1,457,128Liabilities 2012: $02012Assets 2013: $1,715,283Liabilities 2013: $02013Assets 2014: $1,725,777Liabilities 2014: $5,0002014Assets 2015: $1,625,380Liabilities 2015: $02015Assets 2019: $1,550,947Liabilities 2019: $02019Assets 2020: $1,547,679Liabilities 2020: $0Net Assets 2020: $1,547,6792020Assets 2021: $1,571,641Liabilities 2021: $0Net Assets 2021: $1,571,6412021Assets 2022: $1,282,474Liabilities 2022: $0Net Assets 2022: $1,282,4742022Assets 2023: $1,367,533Liabilities 2023: $0Net Assets 2023: $1,367,5332023Assets 2024: $1,437,554Liabilities 2024: $0Net Assets 2024: $1,437,5542024

Highlighted filing

2022

Assets$1,282,474
Liabilities$0
Net Assets$1,282,474
Open 2022 Filing

Operations Trend

Revenue Growth11th percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2011: $55,686Expenses 2011: $73,330Net Income 2011: -$17,6442011Revenue 2012: $64,354Expenses 2012: $83,103Net Income 2012: -$18,7492012Revenue 2013: $104,458Expenses 2013: $92,586Net Income 2013: $11,8722013Revenue 2014: $89,515Expenses 2014: $84,021Net Income 2014: $5,4942014Revenue 2015: $77,467Expenses 2015: $87,926Net Income 2015: -$10,4592015Revenue 2019: $66,507Expenses 2019: $111,785Net Income 2019: -$45,2782019Revenue 2020: $15,471Expenses 2020: $84,944Net Income 2020: -$69,4732020Revenue 2021: $326,668Expenses 2021: $178,812Net Income 2021: $147,8562021Revenue 2022: $69,014Expenses 2022: $101,025Net Income 2022: -$32,0112022Revenue 2023: $56,568Expenses 2023: $90,951Net Income 2023: -$34,3832023Revenue 2024: $106,755Expenses 2024: $90,900Net Income 2024: $15,8552024

Highlighted filing

2022

Revenue$69,014
Expenses$101,025
Net Income-$32,011
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 11, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT A BOSMANTrustee-$9,091-$9,091
Filing and Contact Details

Filer

Filer Name
Alice Harris
EIN
41-6569414
Phone
5184649958
Address
14 PARTRIDGE ROAD, DELMAR, NY 12054

Signing Officer

Name
Robert a Bosman
Title
Trustee
Phone
5184649958
Signed
2023-04-11

Preparer

Firm
Scott Stackrow & Company Pc
Address
314 HOOSICK ST, TROY, NY 12180-2073
Preparer
David P Pietrafesa
Phone
5182749081
Raw XML Appendix303 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/EOYFMVAmt01251964
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt069014
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt031629
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-32011
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt015091
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt033025
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02021-02-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12021-02-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22021-02-04
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt026022
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt132639
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt22854
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt39194
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt421281
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt514229
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt622785
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt744386
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-899
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-3630
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-175
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-1632
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-899
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-3630
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-175
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-1632
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-1669
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-3673
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-4093
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt71748
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt025123
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt129009
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0INVESCO DIVERSIFIED DIVIDEND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1BLACKROCK EQUITY DIVIDEND FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2FIRST EAGLE GLOBAL FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3JOHN HANCOCK BOND FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4JOHN HANCOCK BALANCE D FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5JPMORGAN GROWTH ADVANTAGE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6PGIM TOTAL RETURN BOND FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02022-12-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12022-12-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22022-12-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32022-12-09
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt037385
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-32011
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0257156
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01539630
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01571641
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01282474
IRS990PF/DistributableAmountGrp/Sect4942j3j5FndtnAndFrgnOrgInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt034
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0710
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0710
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0710
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0744
IRS990PF/FMVAssetsEOYAmt01282474
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01571641
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01282474
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt018505
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt030510
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt030510
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01553136
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01251964
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01251964
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01571641
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01282474
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01282474
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01571641
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01282474
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01571641
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01282474
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01439585
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt024508
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01415077
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt021594
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt070900
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01417991
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01439585
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt09091
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROBERT A BOSMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt014 PARTRIDGE ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0DELMAR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd012054
IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt083091
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IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year2Amt033431
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IRS990PF/PrivateOperatingFoundationsGrp/Section4942j3Ind0X
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IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year2Amt026221
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year3Amt044338
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/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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/IndividualWithBooksNm0ROBERT A BOSMAN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt014 PARTRIDGE ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0DELMAR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd012054
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum05184649958
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0true
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0PROVIDE COLLEGE SCHOLARSHIPS TO SENIORS AT HADLEY-LUZERNE HIGN SCHOOL, LAKE LUZERNE, NY
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt068000
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0AS PER GUIDANCE OFFICE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0GUIDANCE DEP HADLEY LUZERNE HS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05186962378
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0LAKE STREET
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0LAZERNE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd012186
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0RECEIPIENTS MUST BE ENROLLED IN AN ACCREDIATED COLLEGE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0MARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt068000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd012186
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt068000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt083091
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt083091
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt083091
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt03500
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt03500
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0257156
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0CHANGE IN VALUE OF ASSETS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLAENOUS EXPENSE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt017934
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BROKERAGE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt017934
TaxesSchedule/TaxesDetail/Amt0250
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0250
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT A BOSMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05184649958
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALICE HARRIS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE REMAINDER TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ALIC
ReturnHeader/Filer/EIN0416569414
ReturnHeader/Filer/PhoneNum05184649958
ReturnHeader/Filer/USAddress/AddressLine1Txt014 PARTRIDGE ROAD
ReturnHeader/Filer/USAddress/CityNm0DELMAR
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012054
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0141637151
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCOTT STACKROW & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0314 HOOSICK ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TROY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0121802073
ReturnHeader/PreparerPersonGrp/PhoneNum05182749081
ReturnHeader/PreparerPersonGrp/PreparationDt02023-04-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID P PIETRAFESA
ReturnHeader/ReturnTs02023-04-18T11:16:49-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BOSMAN
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,282,474
Liabilities
$0
Net assets
$1,282,474
Revenue
$69,014
Expenses
$101,025
Net income
-$32,011
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.11$0.09$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.06$0.09$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.07$0.10$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.33$0.18$0.15
2020Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.02$0.08$0.07
2019Summary only. Only limited summary data is available for this year.$1.55$0.00$0.07$0.11$0.05
2015Summary only. Only limited summary data is available for this year.$1.63$0.00$0.08$0.09$0.01
2014Summary only. Only limited summary data is available for this year.$1.73$0.01$0.09$0.08$0.01
2013Summary only. Only limited summary data is available for this year.$1.72$0.00$0.10$0.09$0.01
2012Summary only. Only limited summary data is available for this year.$1.46$0.00$0.06$0.08$0.02
2011Summary only. Only limited summary data is available for this year.$1.58$0.00$0.06$0.07$0.02