Civic Intelligence

Jane E Deline Foundation

990PF • Fiscal year 2016 • EIN 61-1739748

Jan 01, 2016 to Dec 31, 2016 • Filed on May 11, 2017

Organization Profile
137 Main Ave 2nd FloorWatertown, NY 13601

(315) 788-6700

Siviq Scores

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

Liabilities / Assets

75th percentile

0.00x

Higher debt load relative to assets than 75% of similar nonprofits.

2016 filings • NTEE T • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

75th percentile

0.00x

Higher debt load relative to revenue than 75% of similar nonprofits.

2016 filings • NTEE T • $1M-$5M nonprofits • Source year 2016

Net Margin

81st percentile

68%

Higher net margin than 81% of similar nonprofits.

2016 filings • NTEE T • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

77th percentile

$1,028

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

2016 filings • NTEE T • $1M-$5M nonprofits • Source year 2016

Asset Growth

78th percentile

12%

Faster asset growth than 78% of similar nonprofits.

2016 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

12th percentile

-73%

Faster revenue growth than 12% of similar nonprofits.

2016 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$4,407,903

Up $464,278 (+12%) from 2015

Net Assets

Up

$4,406,729

Up $465,099 (+12%) from 2015

Liabilities

Down

$1,174

Down $821 (-41%) from 2015

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin81st percentile

Revenue

Down

$682,675

Down $1,820,098 (-73%) from 2015

Expenses

Up

$217,576

Up $125,062 (+135%) from 2015

Net Income

Down

$465,099

Down $1,945,160 (-81%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2014: $1,531,371Liabilities 2014: $02014Assets 2015: $3,943,625Liabilities 2015: $1,995Net Assets 2015: $3,941,6302015Assets 2016: $4,407,903Liabilities 2016: $1,174Net Assets 2016: $4,406,7292016Assets 2017: $4,300,780Liabilities 2017: $458Net Assets 2017: $4,300,3222017Assets 2018: $4,261,550Liabilities 2018: $2,002Net Assets 2018: $4,259,5482018Assets 2019: $4,252,731Liabilities 2019: $2,774Net Assets 2019: $4,249,9572019Assets 2020: $4,104,983Liabilities 2020: $1,685Net Assets 2020: $4,103,2982020Assets 2021: $4,162,280Liabilities 2021: $6,452Net Assets 2021: $4,155,8282021Assets 2022: $4,349,708Liabilities 2022: $3,100Net Assets 2022: $4,346,6082022Assets 2023: $6,915,901Liabilities 2023: $5,741Net Assets 2023: $6,910,1602023Assets 2024: $6,704,475Liabilities 2024: $9,680Net Assets 2024: $6,694,7952024

Highlighted filing

2016

Assets$4,407,903
Liabilities$1,174
Net Assets$4,406,729
Open 2016 Filing

Operations Trend

Revenue Growth12th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2014: $1,646,688Expenses 2014: $115,317Net Income 2014: $1,531,3712014Revenue 2015: $2,502,773Expenses 2015: $92,514Net Income 2015: $2,410,2592015Revenue 2016: $682,675Expenses 2016: $217,576Net Income 2016: $465,0992016Revenue 2017: $199,842Expenses 2017: $306,249Net Income 2017: -$106,4072017Revenue 2018: $218,804Expenses 2018: $259,578Net Income 2018: -$40,7742018Revenue 2019: $239,605Expenses 2019: $249,196Net Income 2019: -$9,5912019Revenue 2020: $115,507Expenses 2020: $262,166Net Income 2020: -$146,6592020Revenue 2021: $314,961Expenses 2021: $262,431Net Income 2021: $52,5302021Revenue 2022: $470,426Expenses 2022: $279,646Net Income 2022: $190,7802022Revenue 2023: $2,967,202Expenses 2023: $403,650Net Income 2023: $2,563,5522023Revenue 2024: $237,032Expenses 2024: $452,397Net Income 2024: -$215,3652024

Highlighted filing

2016

Revenue$682,675
Expenses$217,576
Net Income$465,099
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 11, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN WHEELERTrustee-$1,028-$1,028
THOMAS R COLLIGANTrustee-$1,028-$1,028
RICHARD E POULSENTrustee-$1,028-$1,028
WILLIAM G HARTMANTrustee-$1,028-$1,028
CATHERINE BURNS QUENCERTrustee-$1,028-$1,028
Filing and Contact Details

Filer

Filer Name
Jane E Deline Foundation
EIN
61-1739748
Phone
3157886700
Address
137 MAIN AVE 2ND FLOOR, WATERTOWN, NY 13601

Signing Officer

Name
Catherine Burns Quencer
Title
Trustee
Phone
3157886700
Signed
2017-05-11
Discuss with paid preparer
Yes

Preparer

Firm
BOWERS & COMPANY CPA'S PLLC
Address
120 MADISON ST - 1700 AXA TOWER II, SYRACUSE, NY 13202
Preparer
Nathaniel J Carroll
Phone
3152341100
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt26132
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2738837
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0500 SHARES AT&T
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc150,000 BEAL BK USA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc275,000 BEAL BK USA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3300 SHARES EPR PROPERTIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4250 SHARES EPR PROPERTIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5200 SHARES JOHNSON & JOHSNON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6600 SHARES JOHNSON CNTRLS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7333 SHARES KRAFT HEINZ
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc81,000 SHARES PROCTOR & GAMBLE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9RBC-PUTS & CALLS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10RBC-PUTS & CALLS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11RBC-PUTS & CALLS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12RBC-PUTS & CALLS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13RBC-PUTS & CALLS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14RBC-PUTS & CALLS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15RBC-PUTS & CALLS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16RBC-PUTS & CALLS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17RBC-PUTS & CALLS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18RBC-PUTS & CALLS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19RBC-PUTS & CALLS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20.10 ADIENT PLC ORDINARY SHARES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2125,000 SHARES ALLY BK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2250,000 AMERICAN EXPRESS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2350,000 BMW BK NORTH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2450,000 CAPITAL ONE BK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc25.42 JOHNSON CNTRLS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc26PROCEEDS/COST BASIS ADJUSTMENTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc27CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-04-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22016-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32016-04-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42016-07-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52016-08-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62016-09-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72016-08-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82016-07-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92016-01-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102016-09-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112016-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122016-01-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132016-01-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142016-07-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152016-01-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162016-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172016-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182016-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192016-01-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202016-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212016-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt222016-08-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt232016-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt242016-09-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt252016-09-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt262016-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt090057
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0465099
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04406729
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03941630
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04406729
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0203395
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0203395
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0203395
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0206569
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03174
IRS990PF/DistributableAmountGrp/TotalTaxAmt03174
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03174
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03174
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03174
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01174
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02000
IRS990PF/FMVAssetsEOYAmt04370419
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0726406
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0408107
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0408107
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03214790
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt03999046
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03961562
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt02429
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0750
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0750
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt01995
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt01174
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03943625
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt04407903
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt04370419
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt01995
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt01174
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03943625
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt04407903
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03941630
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt04406729
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt03941630
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt04406729
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt04194291
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0502147
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03692144
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt062914
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0206569
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt04131377
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04194291
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt01028
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt11028
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt21028
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt31028
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt41028
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOHN WHEELER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1THOMAS R COLLIGAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2RICHARD E POULSEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3WILLIAM G HARTMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4CATHERINE BURNS QUENCER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0417 LACHENAUER DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt18520 BRAEBURN DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 437
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3926 GOTHAM STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4137 MAIN AVE 2ND FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0WATERTOWN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1ANNANDALE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2HENDEERSON HARBOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3WATERTOWN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4WATERTOWN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd013601
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd122003
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd213651
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd313601
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd413601
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0247110
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0248697
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt075000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0115000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.059813
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.038470
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.081155
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01587
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt04131377
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01949565
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01417040
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0162837
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.119625
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0162837
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0162837
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0162837
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt02
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0ASSISTANCE TO CHARITABLE, RELIGIOUS, AND SCIENTIFIC INSTITUTIONS, AS WELL AS FOR LITERARY AND/OR EDUCATIONAL PORPOSES.
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0CATHERINE BURNS QUENCER
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0137 MAIN AVE 2ND FLOOR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WATERTOWN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd013601
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd01
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,407,903
Liabilities
$1,174
Net assets
$4,406,729
Revenue
$682,675
Expenses
$217,576
Net income
$465,099
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.70$0.01$6.69$0.24$0.45$0.22
2023Detailed filing. Detailed filing data is available for this year.$6.92$0.01$6.91$2.97$0.40$2.56
2022Detailed filing. Detailed filing data is available for this year.$4.35$0.00$4.35$0.47$0.28$0.19
2021Detailed filing. Detailed filing data is available for this year.$4.16$0.01$4.16$0.31$0.26$0.05
2020Detailed filing. Detailed filing data is available for this year.$4.10$0.00$4.10$0.12$0.26$0.15
2019Detailed filing. Detailed filing data is available for this year.$4.25$0.00$4.25$0.24$0.25$0.01
2018Detailed filing. Detailed filing data is available for this year.$4.26$0.00$4.26$0.22$0.26$0.04
2017Detailed filing. Detailed filing data is available for this year.$4.30$0.00$4.30$0.20$0.31$0.11
2016Detailed filing. Detailed filing data is available for this year.$4.41$0.00$4.41$0.68$0.22$0.47
2015Detailed filing. Detailed filing data is available for this year.$3.94$0.00$3.94$2.50$0.09$2.41
2014Summary only. Only limited summary data is available for this year.$1.53$0.00$1.65$0.12$1.53