Civic Intelligence

William B Dickinson Educational Trust

990 • Fiscal year 2022 • EIN 83-6795710

Jan 01, 2022 to Dec 31, 2022 • Filed on Mar 18, 2023

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

71st percentile

0.00x

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

2022 filings • NTEE T • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

67th percentile

0.00x

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

2022 filings • NTEE T • $1M-$5M nonprofits • Source year 2022

Net Margin

51st percentile

2.6%

Higher net margin than 51% of similar nonprofits.

2022 filings • NTEE T • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

86th percentile

$28,000

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 18.0% of source-year revenue.

2022 filings • NTEE T • $1M-$5M nonprofits • Source year 2022

Asset Growth

25th percentile

-9.2%

Faster asset growth than 25% of similar nonprofits.

2022 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

72nd percentile

21%

Faster revenue growth than 72% of similar nonprofits.

2022 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets71st percentile

Assets

Down

$4,107,886

Down $416,399 (-9.2%) from 2021

Net Assets

Down

$4,107,886

Down $416,399 (-9.2%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin51st percentile

Revenue

Up

$155,522

Up $26,585 (+21%) from 2021

Expenses

Up

$151,544

Up $1,903 (+1.3%) from 2021

Net Income

Up

$3,978

Up $24,682 (+119%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

2022

Assets$4,107,886
Liabilities$0
Net Assets$4,107,886
Open 2022 Filing

Operations Trend

Revenue Growth72nd percentile

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

2022

Revenue$155,522
Expenses$151,544
Net Income$3,978
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Mar 18, 2023
Return Version
2022v4.1
Gross Receipts
$509,819
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$3,974,554$3,828,555▼ $145,999
Savings and Temporary Cash Investments$549,731$279,331▼ $270,400
Total Assets$4,524,285$4,107,886▼ $416,399
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,524,285$4,107,886▼ $416,399
Total Net Assets Fund Balance$4,524,285$4,107,886▼ $416,399
Total Liabilities and Net Assets / Fund Balance$4,524,285$4,107,886▼ $416,399
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Michael C ReidTrusteePT$28,000$28,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$154,395
Other Revenue
$1,127
Change in Net Assets
$3,978
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$122,000
Salaries, Compensation, and Employee Benefits$28,000
Other Expenses$1,544
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$122,000--$122,000
Current Officers, Directors, Trustees, and Key Employees-$28,000-$28,000
Office Expenses-$794-$794
Fees for Services Accounting-$500-$500
Other Expenses-$250-$250
Total Functional Expenses$122,000$29,544$0$151,544
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Univ of Wisconsin MadisonMadison, WI501c3Fellowship Award$73,000
Emory UniversityAtlanta, GA501c3Fellowship Award$49,000
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 sch o for partv1(b)#11b”

Part VI Line 19

“SEE SCH 0”

PART VI(B)#11B

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

PART VI(B)#11B

“Completed, the trustee reviews the form and schedules for accuracy and”

PART VI(B)#11B

“Completeness. Once satisfied, the trustee approves and signs the e-file”

PART VI(B)#11B

“AUTHORIZATION.”

PART VI(B)#12C

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

PART VI(B)#12C

“Available on the trust's website.”

PART VI(C)#19

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

PART VI(C)#19

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

PART VI(C)#19

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

PART VI(C)#19

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

PART VI(C)#19

“Are updated every year to the ny charities bureau 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
2023-03-18
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/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 PARTICIPATE IN THESE DECISIONS AS THE UNIVERSITIES HAVE
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt4THEIR OWN FORMS AND SELECTION PROCESS TO DO SO. EACH UNIVERSITY
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt5HAS CREATED 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/EMAIL.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt11THE TRUSTEE IS RESPONSIVE. EACH UNIVERSITY IS SPECIFICALLY LISTED
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt12AND THE TRUST ALSO SPECIFICALLY MENTIONS THE DEPARTMENTS THAT ARE
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt13TO RECEIVE MONEY. THE TRUSTEE HAS NO AUTHORITY TO PROVIDE SUPPORT
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt14TO ANY OTHER DEPARTMENT, SCHOOL OR ORGANIZATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV(D)2&3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV(D)2&3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART IV(D)2&3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3PART IV(D)2&3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc4PART IV(D)2&3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc5PART IV(D)2&3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc6PART IV(D)2&3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc7PART IV(D)2&3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc8PART IV(D)2&3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc9PART IV(D)2&3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc10PART IV(D)2&3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc11PART V(D)#8
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc12PART V(D)#8
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc13PART V(D)#8
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc14PART V(D)#8
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IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt0357400
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt0282089
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt03884018
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt04093615
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt063621
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt065636
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt04177797
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt04310068
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IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0150852
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
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IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0150852
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0EMORY UNIVERSITY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1UNIV OF WISCONSIN MADISON
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IRS990ScheduleI/RecipientTable/CashGrantAmt149000
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
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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 MAIL
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART 1 2
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc1PART 1 2
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc2PART 1 2
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SEE SCH O FOR PARTV1(B)#11B
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SEE SCH 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTANT. AFTER THE FORM IS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPLETED, THE TRUSTEE REVIEWS THE FORM AND SCHEDULES FOR ACCURACY AND
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMPLETENESS. ONCE SATISFIED, THE TRUSTEE APPROVES AND SIGNS THE E-FILE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5AUTHORIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE TRUSTEE SIGNS AN ANNUAL CONFLICT OF INTEREST FORM WHICH IS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7AVAILABLE ON THE TRUST'S WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8THE TRUSTEE'S GOVERNING DOCUMENTS ARE AVAILABLE ON THE NY CHARITIES BUREAU
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9WEBSITE. ALL FUTURE UPDATES TO THESE DOCUMENTS WILL BE UPLOADED TO NY AND
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10AVAILABLE ON THEIR WEBSITE. THE CONFLICT OF INTEREST POLICY IS AVAILABLE ON
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11THE TRUST'S WEBSITE WWW.WBDTRUST.COM. THE ANNUAL FORM 990 AND NY CHAR500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12ARE UPDATED EVERY YEAR TO THE NY CHARITIES BUREAU FOR PUBLIC VIEWING.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part VI Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part VI Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI(B)#11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART VI(B)#11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART VI(B)#11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5PART VI(B)#11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6PART VI(B)#12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7PART VI(B)#12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8PART VI(C)#19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9PART VI(C)#19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10PART VI(C)#19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11PART VI(C)#19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12PART VI(C)#19
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt04107886
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IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt029544
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0122000
IRS990/TotalFunctionalExpensesGrp/TotalAmt0151544
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalProgramServiceExpensesAmt0122000
IRS990/TotalReportableCompFromOrgAmt028000
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0155522
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0155522
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IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0SARATOGA SPRINGS
IRS990/USAddress/StateAbbreviationCd0NY

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,107,886
Liabilities
$0
Net assets
$4,107,886
Revenue
$155,522
Expenses
$151,544
Net income
$3,978
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