Diana E Banks Testamentary Trust

EIN 87-6690328 • New Paltz, NY

58 Forest Glen RdNew Paltz, NY 12561

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

0.00x

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

$1M-$5M nonprofits • Source year 2024

0.00x

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

$1M-$5M nonprofits • Source year 2024

-26%

Higher net margin than 15% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

$11,714

Higher top officer pay than 51% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

-1.0%

Faster asset growth than 34% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

-78%

Faster revenue growth than 3% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet

Liabilities / Assets32nd percentile

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Down

$2,440,027

Down $25,875 (-1.0%) from 2023

Liabilities

Flat

Flat from 2023

Net Assets

Down

$2,440,027

Down $25,875 (-1.0%) from 2023

Operations

Liabilities / Revenue33rd percentile Net Margin15th percentile

Revenue

Down

$98,059

Down $340,644 (-78%) from 2023

Expenses

Down

$123,934

Down $19,671 (-14%) from 2023

Net Income

Down

-$25,875

Down $320,973 (-109%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth34th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

Latest loaded filing

2024

Assets$2,440,027

Liabilities$0

Net Assets$2,440,027

Open 2024 Filing

Operations Trend

Revenue Growth3rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

Latest loaded filing

2024

Revenue$98,059

Expenses$123,934

Net Income-$25,875

Open 2024 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: -
Liabilities: -
Net assets: -
Revenue: -
Expenses: -
Net income: -

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.	$2.44	$0.00	$2.44	$0.10	$0.12	$0.03
2023Detailed filing. Detailed filing data is available for this year.	$2.47	$0.00	$2.47	$0.44	$0.14	$0.30
2022Detailed filing. Detailed filing data is available for this year.	$2.11	$0.00	$2.11	$2.12	$0.01	$2.11

Latest Filing Detail

Jump To

Filing Snapshot

Filing Period: Jan 1, 2025 to Dec 31, 2025
Signed: Feb 21, 2026
Return Version: 2025v4.0

Compensation and Service Providers

Top Officer Pay51st percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
HOWARD FOSTER	Trustee	-	$11,714	-	$11,714

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	SAUGERTIES ANIMAL WELFARE FUND INC	ANIMAL SHELTER	-	KINGSTON, NY, US	$124,601

Filing and Contact Details

Filer

Filer Name: Diana E Banks Testamentary Trust
EIN: 87-6690328
Phone: 8452558527
Address: 58 FOREST GLEN RD, NEW PALTZ, NY 12561

Signing Officer

Name: Howard Foster
Title: Trustee
Phone: 8452558527
Signed: 2026-02-21
Discuss with paid preparer: Yes

Preparer

Firm: Wayne E Sauer CPA
Address: 179 HURLEY RD, SALT POINT, NY 12578
Preparer: Wayne E Sauer
Phone: 8452244770

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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ReturnHeader/BuildTS	0	2025-03-06 01:10:19Z
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ReturnHeader/ReturnTs	0	2026-02-27T08:54:42-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2025-01-01
ReturnHeader/TaxPeriodEndDt	0	2025-12-31
ReturnHeader/TaxYr	0	2025

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