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Amity Charitable Trust Fund FY2020 filing

Tax-deductible

New Haven, CT501(c)(3) EIN 06-6070867Revenue $118K in FY2020Latest return filed Nov 12, 2025

On file with the IRSPo Box 8626, 06531-0626 · New Haven, CTTax-exempt since Nov 1964Publicly supported — 509(a)(2)

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The Amity Charitable Trust fund's mission is to award scholarships to college students and to disburse funds to various community and civic organizations.

501(c)(3) charity; gifts are tax-deductible.
70¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $100K a year · 33% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
70%
of spending
Fine: 70% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Cash reserves
14 mo
of spending, in cash
Plus $2.6M in investments, Pt X · Ln 11–13
Looks good: 14.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $322
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
5
of 5 voting members
Looks good: 5 of 5 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$118K
Spent
$153K
To programs
70%
Net assets
$2.8M
By yearFY2020–FY2024
Revenue
$118K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$118K
FY2021$193K
FY2022$316K
FY2023$382K
FY2024$484K
Expenses
$153K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$153K
FY2021$182K
FY2022$208K
FY2023$220K
FY2024$232K
Net assets
$2.8M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$2.8M
FY2021$3.3M
FY2022$2.7M
FY2023$3.1M
FY2024$3.4M

From the FY2020 Form 990 · see the original

990 PDF Claim
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Nov 1964.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

70 cents of each dollar spent went to programs.

Program services 70% · $107K Management & general 30% · $46K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? Claim to add context

Who runs it and what they're paid

5 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Amity Charitable Trust Fund executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Awards scholarships to college students and disburses funds to community and civic organizations.

Questions for Amity Charitable Trust Fund

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2 programs · $107K · in their own filed words · FY2020
01

Scholarships Awarded

Encourages & enables students to begin their college education

$59Kprogram expense
02

Worthy Projects

Grants made to various community charitable and civic organizations in furtherance of their exempt activities

$48Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2023
Friends of Jimmy Miller INCFY2023$250
Amazonsmile FoundationFY2023$72
Total grants receivedfrom 2 funders$322
Grants paid · 9 grants · $495K · 2020–2024
Unitemized GrantFY2024$110,900
Unitemized GrantFY2023$106,400
Umps Care Charities INCMD · FY2023$7,500
Unitemized GrantFY2022$101,050
Umps Care Charities INCMD · FY2022$7,500
Unitemized GrantFY2021$86,450
The Children's Center of Hamden INCCT · FY2021$9,500
Unitemized GrantFY2020$56,460
The Children's Center of Hamden INCCT · FY2020$9,500

By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$118K
Ln 12
Gifts and grantsLn 1h$53K
Investment incomeLn 3$42K
Other incomeLn 4–11$23K
Money outPt IX
$153K
Ln 25
Programscol B$107K
Managementcol C$46K
Owns and owesPt X
$2.8M
net assets · Ln 32
Cash and savingsLn 1–2$182K
Total assetsLn 16$2.8M
LiabilitiesLn 26$0
PeoplePt VI, VII
5
listed · VII A
PaidVII A0
Voting boardVI 1a5
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$53K
Investment incomeLn 3$42K
Other incomeLn 4–11$23K
Gains on assetsLn 7−$7K
Total revenueLn 12$118K
Assets in detailPt X, end of year
CashLn 1$7K
SavingsLn 2$175K
Cash and savings togetherLn 1–2$182K
InvestmentsLn 11–13$2.6M
Total assetsLn 16$2.8M
LiabilitiesLn 26$0
Net assetsLn 32$2.8M
OperationsPt I, VI
EmployeesI 50
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$249K$182K
InvestmentsLn 11–13$2.2M$2.6M
Total assetsLn 16$2.4M$2.8M
LiabilitiesLn 26$0$0
Net assetsLn 32$2.4M$2.8M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$46K$46K
Grants to domestic individualsLn 2$56K$56K
Legal feesLn 11b$1K$1K
Accounting feesLn 11c$18K$18K
Investment management feesLn 11f$19K$19K
Other fees for servicesLn 11g$8K$4K$4K
Office expensesLn 13$2K$2K
InsuranceLn 23$2K$2K
Total functional expensesLn 25$153K$107K$46K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 LatestFiled with the IRS Nov 12, 2025 $484K$232K$252K$3.4M 990 PDF
FY2023Filed with the IRS Jul 31, 2024 $382K$220K$162K$3.1M 990 PDF
FY2022Filed with the IRS Nov 15, 2023 $316K$208K$107K$2.7M 990 PDF
FY2021Filed with the IRS Jul 26, 2022 $193K$182K$11K$3.3M 990 PDF
FY2020 ViewingFiled with the IRS Oct 27, 2021 $118K$153K−$35K$2.8M 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $118,148 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $114,195$52,854
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $125,213$41,807
I-11 Other revenuePrior year $76,508$23,487
I-12 Total revenuePrior year $315,916$118,148
I-13 Grants and similar amounts paidPrior year $98,613$102,802
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $45,870$49,999
I-18 Total expensesPrior year $144,483$152,801
I-19 Revenue less expensesPrior year $171,433−$34,653
Part VI · Governance 5 of 5 board members independent, 4 to look at
VI-1a Voting members of the governing body5
VI-1b Independent voting members5
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $118,148 across 6 lines filed
VIII-1f All other contributions, gifts and grants$52,854
VIII-1h Total contributions, gifts and grants$52,854
VIII-3 Investment incomeExcluded from tax $49,033$49,033
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$7,226−$7,226
VIII-8 Net income from fundraising eventsExcluded from tax $23,487$23,487
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $65,294$118,148
Part IX · Statement of functional expenses $152,801 across 8 lines filed
IX-1 Grants to domestic organizationsPrograms $46,342$46,342
IX-2 Grants to domestic individualsPrograms $56,460$56,460
IX-11b Legal feesManagement $1,424$1,424
IX-11c Accounting feesManagement $17,950$17,950
IX-11f Investment management feesManagement $18,760$18,760
IX-11g Other fees for servicesPrograms $3,900 · Management $3,900$7,800
IX-13 Office expensesManagement $2,218$2,218
IX-23 InsuranceManagement $1,847$1,847
IX-25 Total functional expensesPrograms $106,702 · Management $46,099 · Fundraising $0$152,801
Part X · Balance sheet $2,819,839 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $7,273$7,429
X-2 Savings and temporary cash investmentsStart of year $241,535$174,854
X-11 Publicly traded securitiesStart of year $2,189,390$2,637,556
X-16 Total assetsStart of year $2,438,198$2,819,839
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $291,520$312,575
X-28 Net assets with donor restrictionsStart of year $2,146,678$2,507,264
X-32 Total net assets or fund balancesStart of year $2,438,198$2,819,839
X-33 Total liabilities and net assetsStart of year $2,438,198$2,819,839
Part XI · Reconciliation of net assets $2,819,839 net assets at year end
XI-1 Total revenue$118,148
XI-2 Total expenses$152,801
XI-3 Revenue less expenses−$34,653
XI-4 Net assets at start of year$2,438,198
XI-9 Other changes in net assets$416,294
XI-10 Net assets at end of year$2,819,839

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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