Civic Intelligence

William B Dickinson Educational Trust

990 • Fiscal year 2020 • EIN 83-6795710

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 11, 2021

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

74th percentile

0.00x

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

2020 filings • NTEE T • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

71st percentile

0.00x

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

2020 filings • NTEE T • $1M-$5M nonprofits • Source year 2020

Net Margin

42nd percentile

-9.7%

Higher net margin than 42% of similar nonprofits.

2020 filings • NTEE T • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

84th percentile

$18,000

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 13.8% of source-year revenue.

2020 filings • NTEE T • $1M-$5M nonprofits • Source year 2020

Asset Growth

42nd percentile

-1.3%

Faster asset growth than 42% of similar nonprofits.

2020 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

3rd percentile

-97%

Faster revenue growth than 3% of similar nonprofits.

2020 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Down

$4,110,713

Down $53,170 (-1.3%) from 2019

Net Assets

Down

$4,110,713

Down $53,170 (-1.3%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$130,549

Down $3,929,604 (-97%) from 2019

Expenses

Up

$143,148

Up $18,078 (+14%) from 2019

Net Income

Down

-$12,599

Down $3,947,682 (-100%) from 2019

Historical Trend

Balance Sheet Trend

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

2020

Assets$4,110,713
Liabilities$0
Net Assets$4,110,713

Operations Trend

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

2020

Revenue$130,549
Expenses$143,148
Net Income-$12,599
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 11, 2021
Return Version
2020v4.0
Gross Receipts
$1,196,285
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$3,927,844▼ $200,389
Savings and Temporary Cash Investments$35,650$182,869▲ $147,219
Total Assets$4,163,883$4,110,713▼ $53,170
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,163,883$4,110,713▼ $53,170
Total Net Assets Fund Balance$4,163,883$4,110,713▼ $53,170
Total Liabilities and Net Assets / Fund Balance$4,163,883$4,110,713▼ $53,170
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Michael C ReidTrusteePT$18,000$18,000
Revenue and Support

Revenue Composition

Contributions and Grants
$5,343
Program Service Revenue
$0
Investment Income
$125,206
Other Revenue
$0
All Other Contributions
$5,343
Change in Net Assets
$-12,599
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$110,000
Salaries, Compensation, and Employee Benefits$18,000
Other Expenses$15,148
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$110,000--$110,000
Current Officers, Directors, Trustees, and Key Employees-$18,000-$18,000
Fees for Service Investment Mgmnt Fees$13,645--$13,645
Fees for Services Accounting-$675-$675
Office Expenses-$578-$578
Other Expenses-$250-$250
Total Functional Expenses$123,645$19,503$0$143,148
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Univ of Wisconsin MadisonMadison, WI501c3Fellowship Award$65,000
Emory UniversityAtlanta, GA501c3Fellowship Award$45,000
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 12866

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
2021-04-11
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
Raw XML AppendixShowing 400 of 446 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0PROVIDE ANNUAL MONETARY GIFTS TO THE 2 COLLEGES ATTENDED BY DR DICKINSON TO FUND FELLOWSHIP AWARDS UPON HIS PASSING IN 2019
IRS990/AllOtherContributionsAmt05343
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/PersonNm0MICHAEL C REID
IRS990/BooksInCareOfDetail/PhoneNum05184587445
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02 LONGWOOD DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0SARATOGA SPRINGS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd012866
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt018000
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt018000
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt05343
IRS990/CYGrantsAndSimilarPaidAmt0110000
IRS990/CYInvestmentIncomeAmt0125206
IRS990/CYOtherExpensesAmt015148
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-12599
IRS990/CYSalariesCompEmpBnftPaidAmt018000
IRS990/CYTotalExpensesAmt0143148
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0130549
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0UNIVERSITY OF WISCONSIN MADISON FELLOWSHIP GRANT
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt065000
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0675
IRS990/FeesForServicesAccountingGrp/TotalAmt0675
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt013645
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt013645
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt030.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0MICHAEL C REID
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt018000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr02019
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt01711
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt065000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0110000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0110000
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01067447
IRS990/GrossReceiptsAmt01196285
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/RelatedOrExemptFuncIncomeAmt07278
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt07278
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0116217
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0116217
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04128233
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03927844
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01065736
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO 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
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt04163883
IRS990/NetAssetsOrFundBalancesEOYAmt04110713
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt01711
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01711
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-40571
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt04163883
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt04110713
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0578
IRS990/OfficeExpensesGrp/TotalAmt0578
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0NYS FILING FEE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0250
IRS990/OtherExpensesGrp/TotalAmt0250
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0MICHAEL C REID
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0EMORY UNIVERSITY FELLOWSHIP GRANT
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt045000
IRS990/ProgSrvcAccomActy2Grp/GrantAmt045000
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt03953924
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0100000
IRS990/PYInvestmentIncomeAmt0106229
IRS990/PYOtherExpensesAmt011570
IRS990/PYRevenuesLessExpensesAmt03935083
IRS990/PYSalariesCompEmpBnftPaidAmt013500
IRS990/PYTotalExpensesAmt0125070
IRS990/PYTotalRevenueAmt04060153
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-12599
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt035650
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0182869
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt0125881
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt0106230
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt0715
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt0615
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt0125881
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt0105515
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt013645
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt010222
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt0111621
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt096008
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt096008
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt0139473
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt0139473
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt081607
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt0139473
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistriAppDistributableAmt025973
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt0139473
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt0113500
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt0129503
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt0103530
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt0113500
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt0103530
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt0103530
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt0113500
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt019503
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt0110000
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt0139473
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt00.788683
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt0110000
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt0129503
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0BOTH UNIVERSITIES RECEIVING ANNUAL SUPPORT HAVE: BEEN SENT A COPY
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
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt5CREATED ITS OWN FELLOWSHIPS IN THE NAME OF DR.DICKINSON. THE
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
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV (D)#2-#3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1(D)#2-#3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2(D)#2-#3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3(D)#2-#3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc4(D)#2-#3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc5(D)#2-#3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc6(D)#2-#3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc7(D)#2-#3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc8(D)#2-#3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc9(D)#2-#3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc10(D)#2-#3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc11(D)#2-#3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc12PART V (D) #8
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc13PART V (D) #8
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc14(D)#8
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc15(D)#8
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc16(D)#8
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc17(D)#8
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc18Part IV Sec D Line 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc19Part IV Sec D Line 3
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd0false
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt04045614
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt0129912
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt03915702
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt060684
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt03984930
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0139473
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt04045614
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0139473
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt02
IRS990ScheduleA/SupportedOrganizationsTotalCnt02
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0580566256
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1396006492
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd1true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd12
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt045000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt165000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0EMORY UNIVERSITY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1UNIV OF WISCONSIN MADISON
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0110000
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt065000
IRS990ScheduleI/RecipientTable/CashGrantAmt145000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
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
IRS990ScheduleI/RecipientTable/RecipientEIN0396006492
IRS990ScheduleI/RecipientTable/RecipientEIN1580566256
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0333 EAST CAMPUS MALL
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1201 DOWMAN DR
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MADISON
IRS990ScheduleI/RecipientTable/USAddress/CityNm1ATLANTA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WI
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 12866
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART VI(B)LINE#11B
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10PART VI(C)LINE#19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11PART VI(C)LINE#19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12PART VI(C)LINE#19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13PART VI(C)LINE#19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14PART VI(C)LINE#19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt04163883
IRS990/TotalAssetsEOYAmt04110713
IRS990/TotalAssetsGrp/BOYAmt04163883
IRS990/TotalAssetsGrp/EOYAmt04110713
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt05343
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt019503
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0123645
IRS990/TotalFunctionalExpensesGrp/TotalAmt0143148
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04163883
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04110713

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings