The Dick and Bernice Ramsey Charitable Fund Inc

990PF • Fiscal year 2021 • EIN 46-4822368

Oct 01, 2020 to Sep 30, 2021 • Filed on Oct 22, 2021

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.

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

-117%

Higher net margin than 4% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

10%

Faster asset growth than 57% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

-54%

Faster revenue growth than 6% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet

Liabilities / Assets31st percentile

Assets

Flat

$1,283,727

Flat from 2021

Net Assets

$1,283,727

No earlier filing loaded for comparison.

Liabilities

Down

Down $1 (-100%) from 2021

Revenue And Expenses

Liabilities / Revenue30th percentile Net Margin4th percentile

Revenue

Flat

$36,607

Flat from 2021

Expenses

Flat

$79,493

Flat from 2021

Net Income

Flat

-$42,886

Flat from 2021

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

Highlighted filing

2021

Assets$1,283,727

Liabilities$0

Net Assets$1,283,727

Open 2021 Filing

Operations Trend

Revenue Growth6th percentile

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

Highlighted filing

2021

Revenue$36,607

Expenses$79,493

Net Income-$42,886

Open 2021 Filing

Jump To

Filing Snapshot

Filing Period: Oct 1, 2020 to Sep 30, 2021
Signed: Oct 22, 2021
Return Version: 2020v4.0

Compensation and Service Providers

Top Officer Pay46th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
BRUCE JOSLYN	Chairman	-	$0	-	-
MARY L JOSLYN	Vicechairman	-	$0	-	-
ROBERT F COHN ESQ	Director	-	$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: 2021-10-22
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

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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	1	22424
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	2	28654
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	3	27300
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	4	37238
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	5	312339
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	6	140954
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	7	96078
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	8	19835
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	9	186390
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	10	31658
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	11	28436
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	12	85969
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	3	27300
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	4	37238
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	5	312339
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	6	140954
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	10	31658
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	11	28436
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	12	85969
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	APPLE INC STOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	1	BLACKROCK ENHANCED CAP & INC FUND
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	3	DWS GLOBAL HIGH INCOME FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	4	FIRST EAGLE GLOBAL FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	5	OAKMARK EQUITY & INCOME FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	6	PIMCO CORPORATE & INCOME OPPORTUNITY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	7	PIMCO DYNAMIC INCOME FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	8	PIMCO INCOME FUND INSTITUTIONAL CL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	9	PIMCO RAE PLUS FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	10	T ROWE PRICE CAPITAL APPRECIATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	11	T ROWE PRICE US LARGE CAP CORE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	12	VANGUARD 500 INDEX FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	13	VANGUARD DIVIDEND APPRECIATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	14	VANGUARD DIVIDEND GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	15	VANGUARD HIGH DIVIDEND YIELD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	16	VANGUARD S&P500 INDEX ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	17	VANGUARD WELLESLEY INCOME FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	18	VOYA GLOBAL PERSPECTIVES
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IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt	0	22103
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt	0	41738
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt	0	1300
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	16972
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	58289
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	58289
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	18047
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	18047
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	267638
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt	0	23
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt	0	23
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	16972
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	17447
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt	0	1565
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt	0	1565
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt	0	19160
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt	0	19160
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	59589
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	79493
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	36607
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	36607
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	1300
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	19160
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	21204
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	0	2019-10-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	1	2019-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	2	2016-05-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	3	2019-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	4	2013-03-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	5	2013-02-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	6	2016-05-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	7	2015-01-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	8	2016-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	0	15830
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	1	1447
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	2	23590
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	3	7496
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	4	39265
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	5	44520
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	6	8016
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	7	16795
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	8	24055
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	9	26664
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	10	1735
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	12	9
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	2	24815
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	3	7447
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	4	37570
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	5	42174
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	6	7601
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	7	14916
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	9	22961
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	1	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	2	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	3	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	4	D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	5	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	6	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	7	D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	8	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	9	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	10	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	11	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	12	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	0	1000 SH BLACKROCK ENHANCED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	1	25.061 SH FIRST EAGLE GLOBAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	2	434.660 SH FIRST EAGLE GLOBAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	3	258.652 SH OAKMARK EQUIY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	4	1304.953 SH OAKMARK EQUITY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	5	1464.876 SH OAKMARK EQUITY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	6	1271.02 SH PIMCO RAE PLUS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	7	2494.279 SH PIMCO RAE PLUS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	8	3471.725 SH PIMCO RAE PLUS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	9	935.765 PIMCO DYNAMIC INCOME
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	10	69.463 SH VANGUARD HIGH DIVIDEND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	11	1988.819 SH VANGUARD HIGH DIVIDEND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	12	.595 SH PIMCO CORPORATE & INCOME
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	0	2020-10-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	1	2020-10-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	2	2020-10-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	3	2020-10-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	4	2020-10-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	5	2020-10-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	6	2020-10-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	7	2020-10-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	8	2020-10-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	9	2020-10-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	10	2020-10-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	11	2020-10-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	12	2021-06-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt	0	16972
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt	0	-514
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	-42886
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt	0	160827
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	1283727
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	1165786
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	1283727
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	60381
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	60381
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	60381
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	60624
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	243
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	243
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt	0	77
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt	0	320
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	243
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt	0	77
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt	0	243
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	243
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt	0	320
IRS990PF/FMVAssetsEOYAmt	0	1283727
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt	0	1096174
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt	0	1062623
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt	0	1062623
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt	0	1165786
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt	0	1283727
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt	0	69612
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt	0	221104
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt	0	221104
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	1165786
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	1283727
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	1283727
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	1165786
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	1283727
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	1165786
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	1283727
IRS990PF/MethodOfAccountingAccrualInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	1230938
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	227399
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	1003539
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	18464
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	60624
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	1212474
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	1230938
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	1.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	1	000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	2	000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	BRUCE JOSLYN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	MARY L JOSLYN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	ROBERT F COHN ESQ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	CHAIRMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	VICECHAIRMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	2	DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	0	16 BROOKVIEW TERRACE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	1	16 BROOKVIEW TERRACE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	2	59 ELM STREET SUITE 400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	MADISON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	1	MADISON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	2	NEW HAVEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	1	CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	2	CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	0	064432036
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	1	064432036
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	2	06510
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt	0	59589
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt	0	59589
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt	0	59589
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm	0	BRUCE JOSLYN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	16 BROOKVIEW TERRACE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	MADISON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	CT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	064432036
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	CT
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	2032459141
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt	0	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	11658
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	11658
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	11658
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	3	11658
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	4	11657
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	ORGANIZATION GENERAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	ORGANIZATION GENERAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	ORGANIZATION GENERAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	3	ORGANIZATION GENERAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	4	ORGANIZATION GENERAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	THE CONNECTICUT FOOD BANK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	THE AMERICAN BIBLE SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	2	FIRST CONGREGATIONAL CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	3	THE SALVATION ARMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	4	SMILE TRAIN INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	3	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	4	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	2 RESEARCH PARKWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	101 NO INDEPENDENCE MALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	1166 BOSTON POST ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	855 ASYLUM AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	4	633 3RD AVENUE 9TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	WALLINGFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	WESTBROOK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	HARTFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	4	NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	4	NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	06492
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	191062155
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	06498
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	06105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	4	10017
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	58289
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	58930
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	659
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	60381
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	59589
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	1451
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	659
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	FEE REIMBURSEMENTS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	1565
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	1565
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	159764
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	1	1063
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	UNREALIZED APPRECIATION OF INVESTMENTS
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	1	TAX VS. BOOK BASIS DIFFERENCES OF INVESTMENTS SOLD
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	19160
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	19160
TaxesSchedule/TaxesDetail/Amt	0	424
TaxesSchedule/TaxesDetail/Amt	1	320
TaxesSchedule/TaxesDetail/CategoryTxt	0	EXCISE TAX ON 2019 PY RETURN
TaxesSchedule/TaxesDetail/CategoryTxt	1	EXCISE TAX ESTIMATED PAYMENTS FO
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	BRUCE JOSLYN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	2032459141
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2021-10-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	THE DICK AND BERNICE RAMSEY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt	0	CHARITABLE FUND INC
ReturnHeader/Filer/BusinessNameControlTxt	0	DICK
ReturnHeader/Filer/EIN	0	464822368
ReturnHeader/Filer/PhoneNum	0	2032459141
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	C/O JOSLYN 16 BROOKVIEW TERRACE
ReturnHeader/Filer/USAddress/CityNm	0	MADISON

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $1,283,727
Liabilities: $0
Net assets: $1,283,727
Revenue: $36,607
Expenses: $79,493
Net income: -$42,886

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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
2021Detailed filing. Detailed filing data is available for this year.	$1.28	$0.00	$1.28	$0.04	$0.08	$0.04
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