Civic Intelligence

Ta J G Marshallcharities

EIN 16-6023853 • Norwich, NY

C/O Nbt Bank Na 52 S Broad StNorwich, NY 13815
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

84th percentile

36%

Higher net margin than 84% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

85th percentile

$3,657

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 13.0% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

65th percentile

5.0%

Faster asset growth than 65% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

70th percentile

17%

Faster revenue growth than 70% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$213,031

Up $10,063 (+5.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$213,031

Up $10,063 (+5.0%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin84th percentile

Revenue

Up

$28,184

Up $4,176 (+17%) from 2023

Expenses

Up

$18,102

Up $119 (+0.7%) from 2023

Net Income

Up

$10,082

Up $4,057 (+67%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth65th percentile

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

$300K$200K$100K$0Assets 2010: $230,186Liabilities 2010: $0Net Assets 2010: $230,1862010Assets 2011: $229,125Liabilities 2011: $0Net Assets 2011: $229,1252011Assets 2012: $226,414Liabilities 2012: $0Net Assets 2012: $226,4142012Assets 2013: $217,678Liabilities 2013: $0Net Assets 2013: $217,6782013Assets 2014: $208,568Liabilities 2014: $0Net Assets 2014: $208,5682014Assets 2015: $200,853Liabilities 2015: $0Net Assets 2015: $200,8532015Assets 2016: $200,707Liabilities 2016: $0Net Assets 2016: $200,7072016Assets 2018: $197,998Liabilities 2018: $0Net Assets 2018: $197,9982018Assets 2019: $191,276Liabilities 2019: $0Net Assets 2019: $191,2762019Assets 2020: $196,130Liabilities 2020: $0Net Assets 2020: $196,1302020Assets 2021: $207,652Liabilities 2021: $0Net Assets 2021: $207,6522021Assets 2022: $196,897Liabilities 2022: $0Net Assets 2022: $196,8972022Assets 2023: $202,968Liabilities 2023: $0Net Assets 2023: $202,9682023Assets 2024: $213,031Liabilities 2024: $0Net Assets 2024: $213,0312024

Highlighted filing

2024

Assets$213,031
Liabilities$0
Net Assets$213,031
Open 2024 Filing

Operations Trend

Revenue Growth70th percentile

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

$30K$20K$10K$0-$10K-$20KExpenses 2010: $11,6632010Expenses 2011: $11,7052011Expenses 2012: $12,0502012Revenue 2013: $3,914Expenses 2013: $12,472Net Income 2013: -$8,5582013Revenue 2014: $6,392Expenses 2014: $15,502Net Income 2014: -$9,1102014Revenue 2015: $14,650Expenses 2015: $22,368Net Income 2015: -$7,7182015Revenue 2016: $7,203Expenses 2016: $7,356Net Income 2016: -$1532016Revenue 2018: $21,761Expenses 2018: $21,204Net Income 2018: $5572018Revenue 2019: $10,357Expenses 2019: $17,661Net Income 2019: -$7,3042019Revenue 2020: $25,468Expenses 2020: $19,538Net Income 2020: $5,9302020Revenue 2021: $28,725Expenses 2021: $17,186Net Income 2021: $11,5392021Revenue 2022: $9,121Expenses 2022: $19,800Net Income 2022: -$10,6792022Revenue 2023: $24,008Expenses 2023: $17,983Net Income 2023: $6,0252023Revenue 2024: $28,184Expenses 2024: $18,102Net Income 2024: $10,0822024

Highlighted filing

2024

Revenue$28,184
Expenses$18,102
Net Income$10,082
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$213,031
Liabilities
$0
Net assets
$213,031
Revenue
$28,184
Expenses
$18,102
Net income
$10,082
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.28$0.18$0.10
2023Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.24$0.18$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.09$0.20$0.11
2021Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.29$0.17$0.12
2020Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.25$0.20$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.10$0.18$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.22$0.21$0.01
2016Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.07$0.07$0.00
2015Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.15$0.22$0.08
2014Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.06$0.16$0.09
2013Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.04$0.12$0.09
2012Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.12
2011Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.12
2010Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 2, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NBT BANK NATrustee-$3,657-$3,657
Filing and Contact Details

Filer

Filer Name
Ta J G Marshallcharities
EIN
16-6023853
Phone
6073376136
Address
C/O NBT BANK NA 52 S BROAD ST, NORWICH, NY 13815

Signing Officer

Name
Nbt Bank Na
Title
Trustee
Phone
6073376136
Signed
2025-05-02
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
4300 E CAMELBACK ROAD STE 475, PHOENIX, AZ 85018
Preparer
Jeffrey E Kuhlin
Phone
4123556000
Raw XML AppendixShowing 400 of 582 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
AccountingFeesSchedule/AccountingFeesDetail/Amt0730
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEE (NON-ALLOC
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0730
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt02166
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt13168
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt23294
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt34753
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt43819
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt56916
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt65445
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt71822
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8667
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt91893
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt102926
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt113163
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt123088
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt132277
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt142448
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt152225
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt161302
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt171790
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt182041
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt195114
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt202929
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt215467
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt227154
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt235863
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt244627
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt25669
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt267054
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt276080
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt283704
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt292418
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt302628
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt09614
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12916
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt27965
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt310360
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt48716
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt510757
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt64511
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt710787
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt86170
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt97247
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt108456
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt118383
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt127646
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1311294
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt145268
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt152277
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt161806
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt173431
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt185726
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt199892
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt202262
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt217901
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2210538
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt236913
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt246687
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt25952
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt269069
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt276356
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt285459
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt292280
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt302529
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ABBOTT LABS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1BAXTER INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2BOEING CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4COCA COLA CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5EXXONMOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8LOWES COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11PROCTOR & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12SYSCO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13WAL MART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15AT&T INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16DOW INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17DUPONT DE NEMOURS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18GOLDMAN SACHS GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19INTL. BUSINESS MACHINES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20T ROWE PRICE GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21VISA INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24SALESFORCE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25ALPHABET INC CI C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26CATERPILLAR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27DEERE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28PALO ALTO NETWORKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29UNION PAC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30UNITEDHEALTH GROUP INC.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt06170
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13298
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt317000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt420971
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt521000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt61550
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt76000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0DODGE & COX GLOBAL BOND FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1NOVARTIS AG SPONS ADR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2FIDELITY INFLATION PROTECTED B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3DODGE & COX INCOME FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4FIDELITY US BOND INDEX INSTL P
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5FEDERATED INSTITUTIONAL HIGH Y
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6SCHLUMBERGER LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7PIMCO INCOME FUND INSTL CLASS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8LOOMIS SAYLES BOND FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt05973
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt17298
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt27653
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt316631
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt420628
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt521227
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6959
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt75989
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt08764
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt019420
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt028184
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt028184
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0730
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0730
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt019420
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0365
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt03292
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt03657
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt013023
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt013023
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt08755
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt08764
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt010082
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt037768
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt019420
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt024785
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0100
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0100
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt098
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0592
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt014218
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt03390
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt018102
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt028175
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt028184
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01195
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt03390
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt05079
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02010-04-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12010-10-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22010-04-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32022-07-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42010-04-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52022-07-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62010-04-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72023-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82010-04-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92024-07-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102023-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112020-05-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122010-10-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132010-04-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142010-10-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152010-04-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162023-09-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172010-04-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0273
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1405
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2267
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt31318
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4633
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5774
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt6820
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt74500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt8679
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt92000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt102029
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11589
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12405
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13267
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt14757
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt15516
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt161661
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt17455
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0361
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11678
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21868
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3983
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4999
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5246
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt62231
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7770
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8-2
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10521
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt111916
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt122258
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt132180
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14970
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt15547
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt161921
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0361
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11678
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21868
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3983
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4999
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5246
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt62231
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7770
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-2
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10521
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt111916
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt122258
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt132180
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14970
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15547
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt161921
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0634
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12083
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt22135
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt32301
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt41632
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt51020
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt63051
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt74500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt81449
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt91998
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt102002
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt111110
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt122321
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt132525
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt142937
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt151486
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt162208
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt172376
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc010. COCA COLA CO COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc110. J P MORGAN CHASE & CO COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc210. LOWES COS INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc35. MICROSOFT CORP COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc410. PROCTER & GAMBLE CO COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc55. QUALCOMM INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc645. WAL MART STORES INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7390.286 LOOMIS SAYLES BOND FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc825. CISCO SYS INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9194.932 FIDELITY US BOND INDEX INSTL PREMIUM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10195.312 FIDELITY US BOND INDEX INSTL PREMIUM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc115. INTL BUSINESS MACHINES CORP COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1210. J P MORGAN CHASE & CO COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1310. LOWES COS INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1410. MCDONALDS CORP COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1515. MERCK & CO INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc165. MICROSOFT CORP COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1725. WAL MART STORES INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-07-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-07-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-07-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32024-07-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42024-07-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52024-07-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62024-07-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72024-07-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82024-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92024-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102024-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112024-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122024-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132024-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142024-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152024-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162024-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172024-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt019420
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt010082
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0212
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0193
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0213243
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0202968
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0213031
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt015125
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt015125
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt015125
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt015470
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0345
IRS990PF/DistributableAmountGrp/TotalTaxAmt0345
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0288
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0345
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0345
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0345
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt057
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0288
IRS990PF/FMVAssetsEOYAmt0310658
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0202968
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0213031
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0118728
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0108910
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0204168
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt075218
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt083989
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt086358
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt09022
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt020132
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt020132
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0202968
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0213031
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0310658
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0202968
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0213031
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0202968
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0213031
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0314105
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt09184
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0304921
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt04712
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt015470
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0309393
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0314105
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt03657
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0NBT BANK NA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt052 SOUTH BROAD STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NORWICH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd013815
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization4947a1TrtdPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt014218
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt014218
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.