Civic Intelligence

The Dick and Bernice Ramsey Charitable Fund Inc

990PF • Fiscal year 2018 • EIN 46-4822368

Oct 01, 2017 to Sep 30, 2018 • Filed on Feb 07, 2019

Organization Profile
C/O Joslyn 16 Brookview TerraceMadison, CT 06443-2036

(203) 245-9141

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

11th percentile

-38%

Higher net margin than 11% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

$1,074,176

No earlier filing loaded for comparison.

Net Assets

$1,074,176

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin11th percentile

Revenue

$55,267

No earlier filing loaded for comparison.

Expenses

$76,152

No earlier filing loaded for comparison.

Net Income

-$20,885

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.5M$1.0M$500K$0Assets 2018: $1,074,176Liabilities 2018: $0Net Assets 2018: $1,074,1762018Assets 2019: $1,155,043Liabilities 2019: $0Net Assets 2019: $1,155,0432019Assets 2020: $1,165,786Liabilities 2020: $0Net Assets 2020: $1,165,7862020Assets 2021: $1,283,727Liabilities 2021: $12021Assets 2022: $1,077,888Liabilities 2022: $0Net Assets 2022: $1,077,8882022Assets 2023: $1,144,930Liabilities 2023: $12023Assets 2024: $1,343,166Liabilities 2024: $12024Assets 2025: $1,360,046Liabilities 2025: $0Net Assets 2025: $1,360,0462025

Highlighted filing

2018

Assets$1,074,176
Liabilities$0
Net Assets$1,074,176
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50KRevenue 2018: $55,267Expenses 2018: $76,152Net Income 2018: -$20,8852018Revenue 2019: $127,797Expenses 2019: $53,967Net Income 2019: $73,8302019Revenue 2020: $79,729Expenses 2020: $74,174Net Income 2020: $5,5552020Revenue 2021: $36,607Expenses 2021: $79,493Net Income 2021: -$42,8862021Revenue 2022: $73,705Expenses 2022: $81,048Net Income 2022: -$7,3432022Revenue 2023: $52,455Expenses 2023: $79,323Net Income 2023: -$26,8682023Revenue 2024: $76,604Expenses 2024: $80,264Net Income 2024: -$3,6602024Revenue 2025: $89,849Expenses 2025: $89,983Net Income 2025: -$1342025

Highlighted filing

2018

Revenue$55,267
Expenses$76,152
Net Income-$20,885
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Feb 7, 2019
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRUCE JOSLYNChairman-$0--
MARY L JOSLYNVicechairman-$0--
ROBERT F COHN ESQDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Dick and Bernice Ramsey
EIN
46-4822368
Phone
2032459141
Address
C/O JOSLYN 16 BROOKVIEW TERRACE, MADISON, CT 06443-2036

Signing Officer

Name
Bruce Joslyn
Title
Chairman
Phone
2032459141
Signed
2019-02-07
Discuss with paid preparer
Yes

Preparer

Firm
William C Sherman CPA Pc
Address
10 WILLOW BROOK DR, CHESHIRE, CT 06410-2606
Preparer
William C Sherman
Phone
2032722998
Raw XML Appendix359 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/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum02032459141
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010644
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110643
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210643
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt310643
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt410643
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0ORGANIZATION GENERAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1ORGANIZATION GENERAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2ORGANIZATION GENERAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3ORGANIZATION GENERAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4ORGANIZATION GENERAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0THE CONNECTICUT FOOD BANK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1THE AMERICAN BIBLE SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2SMILE TRAIN INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3FIRST CONGREGATIONAL CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4THE SALVATION ARMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02 RESEARCH PARKWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1101 NO INDEPENDENCE MALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt241 MADISON AVE 28TH FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31166 BOSTON POST ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4855 ASYLUM AVENUE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3WESTBROOK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4HARTFORD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210010
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd406105
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt053216
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/AppliedToCurrentYearAmt051081
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt051081
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0626
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt010216
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt09590
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0626
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt060671
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt09590
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt010216
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0626
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0COHN ZANGARI, ET AL; LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/CategoryTxt1IRS USER FEE
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt05205
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt1600
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt05205
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt1600
OtherIncreasesSchedule/OtherIncreasesDetail/Amt041582
OtherIncreasesSchedule/OtherIncreasesDetail/Amt163
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED APPRECIATION OF INVESTMENTS
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1TAX VS. BOOK BASIS OF INVESTMENTS SOLD
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt014959
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt014959
TaxesSchedule/TaxesDetail/Amt0522
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX ON 2017 RETURN
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRUCE JOSLYN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum02032459141
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-02-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE DICK AND BERNICE RAMSEY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0DICK
ReturnHeader/Filer/EIN0464822368
ReturnHeader/Filer/PhoneNum02032459141
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O JOSLYN 16 BROOKVIEW TERRACE
ReturnHeader/Filer/USAddress/CityNm0MADISON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd0064432036
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02B6FD1F6A83E0AA75325130ADB04A95A0ACADC8E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02B6FD1F6A83E0AA75325130ADB04A95A0ACADC8E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt032.215.81.185
ReturnHeader/FilingSecurityInformation/IPDt02019-02-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm011:37:40
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464554631
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WILLIAM C SHERMAN CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010 WILLOW BROOK DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHESHIRE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0064102606
ReturnHeader/PreparerPersonGrp/PhoneNum02032722998
ReturnHeader/PreparerPersonGrp/PreparationDt02019-02-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM C SHERMAN
ReturnHeader/ReturnTs02019-02-13T11:37:40-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-10-01
ReturnHeader/TaxPeriodEndDt02018-09-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,074,176
Liabilities
$0
Net assets
$1,074,176
Revenue
$55,267
Expenses
$76,152
Net income
-$20,885
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.09$0.09$0.00
2024Summary only. Only limited summary data is available for this year.$1.34$0.00$0.08$0.08$0.00
2023Summary only. Only limited summary data is available for this year.$1.14$0.00$0.05$0.08$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.07$0.08$0.01
2021Summary only. Only limited summary data is available for this year.$1.28$0.00$0.04$0.08$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.08$0.07$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.13$0.05$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.06$0.08$0.02