Civic Intelligence

Grab-Aauw Charitable Trust

990EZ • Fiscal year 2020 • EIN 46-3176882

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 16, 2021

Organization ProfileN/A
494 East AveRochester, NY 14607

(585) 244-8890

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.01x

Higher debt load relative to assets than 62% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

99th percentile

10.06x

Higher debt load relative to revenue than 99% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

4th percentile

-250%

Higher net margin than 4% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

8th percentile

-53%

Faster asset growth than 8% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

2nd percentile

-99%

Faster revenue growth than 2% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Down

$182,895

Down $209,507 (-53%) from 2019

Net Assets

$180,882

No earlier filing loaded for comparison.

Liabilities

Up

$2,013

Up $5,010 (+167%) from 2019

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin4th percentile

Revenue

Down

$200

Down $21,194 (-99%) from 2019

Expenses

Down

$699

Down $32,109 (-98%) from 2019

Net Income

Up

-$499

Up $10,915 (+96%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$600K$400K$200K$0-$200KAssets 2014: $316,158Liabilities 2014: $10,4432014Assets 2015: $493,187Liabilities 2015: $1,881Net Assets 2015: $491,3062015Assets 2016: $464,806Liabilities 2016: $2,628Net Assets 2016: $462,1782016Assets 2017: $428,754Liabilities 2017: $2,144Net Assets 2017: $426,6102017Assets 2018: $391,431Liabilities 2018: $2,013Net Assets 2018: $389,4182018Assets 2019: $392,402Liabilities 2019: -$2,9972019Assets 2020: $182,895Liabilities 2020: $2,013Net Assets 2020: $180,8822020Assets 2021: $209,184Liabilities 2021: $2,013Net Assets 2021: $207,1712021Assets 2022: $0Net Assets 2022: $02022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2020

Assets$182,895
Liabilities$2,013
Net Assets$180,882
Open 2020 Filing

Operations Trend

Revenue Growth2nd percentile

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

$200K$100K$0-$100KRevenue 2014: $12,079Expenses 2014: $36,143Net Income 2014: -$24,0642014Revenue 2015: $109,788Expenses 2015: $107,266Net Income 2015: $2,5222015Revenue 2016: $95,114Expenses 2016: $135,285Net Income 2016: -$40,1712016Revenue 2017: $97,647Expenses 2017: $160,312Net Income 2017: -$62,6652017Revenue 2018: $102,188Expenses 2018: $128,237Net Income 2018: -$26,0492018Revenue 2019: $21,394Expenses 2019: $32,808Net Income 2019: -$11,4142019Revenue 2020: $200Expenses 2020: $699Net Income 2020: -$4992020Revenue 2021: $02021Revenue 2022: $02022Revenue 2023: $0Expenses 2023: $0Net Income 2023: $02023

Highlighted filing

2020

Revenue$200
Expenses$699
Net Income-$499
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 16, 2021
Return Version
2020v4.0
Gross Receipts
$200
Mission and Program Overview

Mission

To benefit, support, and further the charitable activities of the Greater Rochester Area Branch, American Association of University Women.

To further charitable activities of GRAB-AAUW Branch

Program Services

DescriptionGrantsExpenses
To relieve GRAB-AAUW of the responsibility to manage, rent, and maintain the Perkins Mansion for the furtherance of charitable activities by the branch for the benefit of the Greater Rochester Area, allowing the branch to focus on service to the community.--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Marilyn TedeschiTrusteePT$0--
Mildred DeWittTrustee-$0--
Melody CofieldTrustee-$0--
Governance and Compliance

Governance Explanations

Schedule A, Part VI

“The organization is supported by contributions from members of supporting organizations, and by members of the public. The organization was unable to perform fundraising activities in 2020 due to the impact of Covid-19.”

Filing and Contact Details

Filer

Filer Name
GRAB-AAUW Charitable Trust
EIN
46-3176882
Phone
5852448890
Address
494 East Ave, Rochester, NY 14607

Signing Officer

Name
Marilyn Tedeschi
Title
President
Signed
2021-11-16
Discuss with paid preparer
Yes

Preparer

Firm
Morgan N Hopkins
Address
100 Photikon Dr, Fairport, NY 14450
Preparer
Morgan Hopkins CPA
Phone
5185930209
Supplemental Narrative

Additional Explanations

Other Assets.1005

“Accounts Receivable - Beginning $4550 Accounts Receivable - Ending $4550”

Other Assets.1011

“Prepaid Expenses and Deferred Charges - Beginning $17 Prepaid Expenses and Deferred Charges - Ending $17”

Other Assets.1

“RACF Endowment Account - Beginning $161237 RACF Endowment Account - Ending $147238”

Other Assets.2

“Due from the Perkins Mansion - Beginning $0 Due from the Perkins Mansion - Ending $9095”

Total Liabilities.1

“Security Deposits - Beginning $2013 Security Deposits - Ending $2013”

Total Liabilities.2

“Due to the Perkins Mansion, Inc. - Beginning $4590 Due to the Perkins Mansion, Inc. - Ending $0”

Raw XML Appendix153 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Marilyn Tedeschi
IRS990EZ/BooksInCareOfDetail/PhoneNum05852448890
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0494 East Ave
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Rochester
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd014607
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt025880
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt021995
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0200
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-499
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0699
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0191684
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0182895
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0200
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0185081
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0180882
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0185081
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0180882
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Marilyn Tedeschi
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Mildred DeWitt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Melody Cofield
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0165804
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0160900
IRS990EZ/OtherChangesInNetAssetsAmt0-3700
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To further charitable activities of GRAB-AAUW Branch
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To relieve GRAB-AAUW of the responsibility to manage, rent, and maintain the Perkins Mansion for the furtherance of charitable activities by the branch for the benefit of the Greater Rochester Area, allowing the branch to focus on service to the community.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NY
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt06603
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02013
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0699
IRS990EZ/TotalRevenueAmt0200
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0200
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02543
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt015335
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt030069
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt026304
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt074451
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt09250
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt085849
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt066409
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt071104
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0232612
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.24250
IRS990ScheduleA/PublicSupportTotal170Amt074451
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0200
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02543
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt015335
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt030069
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt026304
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt074451
IRS990ScheduleA/TotalSupportAmt0307063
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Accounts Receivable - Beginning $4550 Accounts Receivable - Ending $4550
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Prepaid Expenses and Deferred Charges - Beginning $17 Prepaid Expenses and Deferred Charges - Ending $17
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2RACF Endowment Account - Beginning $161237 RACF Endowment Account - Ending $147238
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Due from the Perkins Mansion - Beginning $0 Due from the Perkins Mansion - Ending $9095
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Security Deposits - Beginning $2013 Security Deposits - Ending $2013
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Due to the Perkins Mansion, Inc. - Beginning $4590 Due to the Perkins Mansion, Inc. - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6The organization is supported by contributions from members of supporting organizations, and by members of the public. The organization was unable to perform fundraising activities in 2020 due to the impact of Covid-19.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Assets.1011
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Assets.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Total Liabilities.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Total Liabilities.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Schedule A, Part VI
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Marilyn Tedeschi
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GRAB-AAUW Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0GRAB
ReturnHeader/Filer/EIN0463176882
ReturnHeader/Filer/PhoneNum05852448890
ReturnHeader/Filer/USAddress/AddressLine1Txt0494 East Ave
ReturnHeader/Filer/USAddress/CityNm0Rochester
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014607
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0054760061
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Morgan N Hopkins
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 Photikon Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fairport
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014450
ReturnHeader/PreparerPersonGrp/PhoneNum05185930209
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Morgan Hopkins CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-11-15T17:48:25-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Marilyn
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Tedeschi
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$182,895
Liabilities
$2,013
Net assets
$180,882
Revenue
$200
Expenses
$699
Net income
-$499
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.00$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.09$0.02$2.07$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.83$0.02$1.81$0.00$0.01$0.00
2019Summary only. Only limited summary data is available for this year.$3.92$0.03$0.21$0.33$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.91$0.02$3.89$1.02$1.28$0.26
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.29$0.02$4.27$0.98$1.60$0.63
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.65$0.03$4.62$0.95$1.35$0.40
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.93$0.02$4.91$1.10$1.07$0.03
2014Summary only. Only limited summary data is available for this year.$3.16$0.10$0.12$0.36$0.24