Civic Intelligence

William B Dickinson Educational Trust

990 • Fiscal year 2019 • EIN 83-6795710

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 27, 2020

Organization ProfileWWW.WBDTRUST.COM
C/O Michael Reid 2 Longwood DriveSaratoga Springs, NY 12866

(518) 458-7445

Siviq Scores

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

Liabilities / Assets

67th percentile

0.00x

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

2019 filings • NTEE T • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

62nd percentile

0.00x

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

2019 filings • NTEE T • $5M-$10M nonprofits • Source year 2019

Net Margin

94th percentile

97%

Higher net margin than 94% of similar nonprofits.

2019 filings • NTEE T • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

75th percentile

$13,500

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

2019 filings • NTEE T • $5M-$10M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

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

Source year 2019

Revenue Growth

Score unavailable

No value available

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

Source year 2019

Balance Sheet
Liabilities / Assets67th percentile

Assets

$4,163,883

No earlier filing loaded for comparison.

Net Assets

$4,163,883

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin94th percentile

Revenue

$4,060,153

No earlier filing loaded for comparison.

Expenses

$125,070

No earlier filing loaded for comparison.

Net Income

$3,935,083

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.

$6.0M$4.0M$2.0M$0Assets 2019: $4,163,883Liabilities 2019: $0Net Assets 2019: $4,163,8832019Assets 2020: $4,110,713Liabilities 2020: $0Net Assets 2020: $4,110,7132020Assets 2021: $4,524,285Liabilities 2021: $0Net Assets 2021: $4,524,2852021Assets 2022: $4,107,886Liabilities 2022: $0Net Assets 2022: $4,107,8862022Assets 2023: $4,164,086Liabilities 2023: $0Net Assets 2023: $4,164,0862023Assets 2024: $4,465,618Liabilities 2024: $0Net Assets 2024: $4,465,6182024

Highlighted filing

2019

Assets$4,163,883
Liabilities$0
Net Assets$4,163,883
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2019: $4,060,153Expenses 2019: $125,070Net Income 2019: $3,935,0832019Revenue 2020: $130,549Expenses 2020: $143,148Net Income 2020: -$12,5992020Revenue 2021: $128,937Expenses 2021: $149,641Net Income 2021: -$20,7042021Revenue 2022: $155,522Expenses 2022: $151,544Net Income 2022: $3,9782022Revenue 2023: $177,368Expenses 2023: $161,012Net Income 2023: $16,3562023Revenue 2024: $181,101Expenses 2024: $168,220Net Income 2024: $12,8812024

Highlighted filing

2019

Revenue$4,060,153
Expenses$125,070
Net Income$3,935,083
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 27, 2020
Return Version
2019v5.0
Gross Receipts
$5,173,637
Mission and Program Overview

Mission

To help support the chemistry & music dept's at the 2 universities attended by dr dickinson by providing funds for fellowships per the terms of the trust setup upon his passing in 2019

Provide annual monetary gifts to the 2 colleges attended by dr dickinson to fund fellowship awards upon his passing in 2019

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities-$4,128,233-
Savings and Temporary Cash Investments-$35,650-
Total Assets$0$4,163,883▲ $4,163,883
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions-$4,163,883-
Total Net Assets Fund Balance$0$4,163,883▲ $4,163,883
Total Liabilities and Net Assets / Fund Balance$0$4,163,883▲ $4,163,883
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Michael C ReidTrusteePT$13,500$13,500

Highest Paid Contractors

ContractorServicesLocationCompensation
None---
Revenue and Support

Revenue Composition

Contributions and Grants
$3,953,924
Program Service Revenue
$0
Investment Income
$106,229
Other Revenue
$0
All Other Contributions
$3,953,924
Change in Net Assets
$3,935,083
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$100,000
Salaries, Compensation, and Employee Benefits$13,500
Other Expenses$11,570
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$100,000--$100,000
Current Officers, Directors, Trustees, and Key Employees-$13,500-$13,500
Fees for Service Investment Mgmnt Fees$10,222--$10,222
Other Expenses-$600-$600
Interest$376--$376
Office Expenses-$312-$312
Total Functional Expenses$110,598$14,472$0$125,070
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Univ of Wisconsin MadisonMadison, WI501c3Fellowship Award$60,000
Emory UniversityAtlanta, GA501c3Fellowship Award$40,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI Line 11B

“SEE SCHED O”

Part VI Line 18

“Michael c reid, trustee, 2 longwood dr, saratoga springs, ny 120866”

Part VI Line 19

“SEE SCHED O”

PART VI(B)LINE#11B

“The form 990 is prepared by an independent accountant. After the form is”

PART VI(B)LINE#11B

“Completed, the trustee reviews the form and schedules to make sure all”

PART VI(B)LINE#11B

“Answers have been completed as required before signing & approving it”

PART VI(B)LINE#12C

“The trustee signs an annual conflict of interest form which is available on”

PART VI(B)LINE#12C

“The trust's website. The trustee also uses an independent accountant that”

PART VI(B)LINE#12C

“Verifies all the information and records of the trust during the”

PART VI(B)LINE#12C

“Preparation of form 990 and schedules.”

PART VI(C)LINE#19

“The trustee's governing documents are available on the ny charities bureau”

PART VI(C)LINE#19

“Website. All future updates to these documents will be uploaded to ny and”

PART VI(C)LINE#19

“Updated to their website. The conflict of interest policy is available on”

PART VI(C)LINE#19

“The trust's website www.wbdtrust.com. The annual form 990 and char500 will”

PART VI(C)LINE#19

“Be sent to the ny charities bureau and uploaded for public viewing.”

Filing and Contact Details

Filer

Filer Name
William B Dickinson Educational Trust
EIN
83-6795710
In Care Of
% MICHAEL REID
Phone
5184587445
Address
C/O MICHAEL REID 2 LONGWOOD DRIVE, Saratoga Springs, NY 12866

Signing Officer

Name
Michael Reid
Title
Trustee
Phone
5184587445
Signed
2020-06-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael C Reid
Formed
2019
Legal Domicile
Ny
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Preparer
Patrick Martin
Phone
5188838978
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1OF GOVERNING DOCUMENTS; ASSIGNED A PERSON TO COORDINATE SELECTION
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2OF AWARD RECIPIENTS AND MANNER OF MAKING THE AWARDS. THE TRUSTEE
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3DOES NOT MAKE THESE DECISIONS AS THE UNIVERSITIES HAVE THEIR OWN
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt4FORMS AND SELECTION COMMITTEES TO DO SO. EACH UNIVERSITY HAS
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt6TRUSTEE IS DIRECTED WHEN TO SEND THE AWARD MONEY WHICH IS BASED
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt7ON EARNINGS OF THE TRUST. TRUSTEE IS DIRECTED WHO TO MAKE CHECKS
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt8PAYABLE TO AND MAILING ADDRESS. TRUSTEE SIGNS A GIFTING LETTER
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt9INDICATING THE AMOUNT. THE TRUSTEE HAS MULTIPLE CONTACTS AT EACH
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt10UNIVERSITY AND THEY CORRESPOND ON A REGULAR BASIS BY PHONE &
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt11EMAIL.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt12BOTH UNIVERSITIES ARE ATTENTIVE SUPPORTED ORGANIZATIONS TO WHICH
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt13THE TRUSTEE IS RESPONSIVE. EACH UNIVERSITY IS SPECIFICALLY
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt14LISTED IN THE TRUST DOCUMENT. THEY ARE THE ONLY SCHOOLS RECEIVING
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt15GIFTS AND THE TRUST ALSO SPECIFICALLY MENTIONS THE DEPARTMENTS
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt16THAT CAN RECEIVE MONEY. THE TRUSTEE HAS NO ABILITY TO PROVIDE
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt17SUPPORT TO ANY OTHER DEPARTMENT, SCHOOL OR ORGANIZATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt18SEE PART VI
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt19SEE PART VI
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc5(D)#2-#3
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc12PART V (D) #8
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc13PART IV (D)#8
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc15(D)#8
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc17(D)#8
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc18Part IV Sec D Line 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc19Part IV Sec D Line 3
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IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt04045614
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt0129912
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IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt03915702
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt00
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IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt03984930
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0139473
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IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt04045614
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt00
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt160000
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1UNIV OF WISCONSIN MADISON
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IRS990ScheduleI/RecipientTable/CashGrantAmt140000
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IRS990ScheduleI/RecipientTable/IRCSectionDesc1501C3
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FELLOWSHIP AWARD
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1FELLOWSHIP AWARD
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0UNIV OF WISCONSIN MADISON
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1EMORY UNIVERSITY
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IRS990ScheduleI/RecipientTable/RecipientEIN1580566256
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0333 EAST CAMPUS MALL
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1201 DOWMAN DR
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MADISON
IRS990ScheduleI/RecipientTable/USAddress/CityNm1ATLANTA
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IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1GA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd053715
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd130322
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE TRUST MONITORS THE USE OF GRANT FUNDS BY REQUESTING THE NAME
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt1AND AMOUNT OF EACH FELLOWSHIP RECIPIENT ANNUALLY FROM BOTH SCHOOLS
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt2THE INFORMATION IS PROVIDED TO THE TRUSTEE BY EMAIL OR REGULAR
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt3MAIL LETTER
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I 2
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc1PART I 2
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc2PART I 2
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc3PART I 2
IRS990ScheduleI/Total501c3OrgCnt02
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SEE SCHED O
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MICHAEL C REID, TRUSTEE, 2 LONGWOOD DR, SARATOGA SPRINGS, NY 120866
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SEE SCHED O
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTANT. AFTER THE FORM IS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMPLETED, THE TRUSTEE REVIEWS THE FORM AND SCHEDULES TO MAKE SURE ALL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ANSWERS HAVE BEEN COMPLETED AS REQUIRED BEFORE SIGNING & APPROVING IT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE TRUSTEE SIGNS AN ANNUAL CONFLICT OF INTEREST FORM WHICH IS AVAILABLE ON
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE TRUST'S WEBSITE. THE TRUSTEE ALSO USES AN INDEPENDENT ACCOUNTANT THAT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8VERIFIES ALL THE INFORMATION AND RECORDS OF THE TRUST DURING THE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9PREPARATION OF FORM 990 AND SCHEDULES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10THE TRUSTEE'S GOVERNING DOCUMENTS ARE AVAILABLE ON THE NY CHARITIES BUREAU
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11WEBSITE. ALL FUTURE UPDATES TO THESE DOCUMENTS WILL BE UPLOADED TO NY AND
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12UPDATED TO THEIR WEBSITE. THE CONFLICT OF INTEREST POLICY IS AVAILABLE ON
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13THE TRUST'S WEBSITE WWW.WBDTRUST.COM. THE ANNUAL FORM 990 AND CHAR500 WILL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14BE SENT TO THE NY CHARITIES BUREAU AND UPLOADED FOR PUBLIC VIEWING.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part VI Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part VI Line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part VI Line 19
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART VI(B)LINE#11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5PART VI(B)LINE#11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6PART VI(B)LINE#12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7PART VI(B)LINE#12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8PART VI(B)LINE#12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9PART VI(B)LINE#12C
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13PART VI(C)LINE#19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14PART VI(C)LINE#19
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsEOYAmt04163883
IRS990/TotalAssetsGrp/BOYAmt00
IRS990/TotalAssetsGrp/EOYAmt04163883
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt03953924
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt014472
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0110598
IRS990/TotalFunctionalExpensesGrp/TotalAmt0125070
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,163,883
Liabilities
$0
Net assets
$4,163,883
Revenue
$4,060,153
Expenses
$125,070
Net income
$3,935,083
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.47$0.00$4.47$0.18$0.17$0.01
2023Detailed filing. Detailed filing data is available for this year.$4.16$0.00$4.16$0.18$0.16$0.02
2022Detailed filing. Detailed filing data is available for this year.$4.11$0.00$4.11$0.16$0.15$0.00
2021Detailed filing. Detailed filing data is available for this year.$4.52$0.00$4.52$0.13$0.15$0.02
2020Detailed filing. Detailed filing data is available for this year.$4.11$0.00$4.11$0.13$0.14$0.01
2019Detailed filing. Detailed filing data is available for this year.$4.16$0.00$4.16$4.06$0.13$3.94