Civic Intelligence

Otto a Shults Foundation

990PF • Fiscal year 2012 • EIN 16-6042842

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 30, 2013

One M T Plaza 8th Floor14203
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

35th percentile

0.00x

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

2012 filings • $500k-$1M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

92nd percentile

$11,271

Higher top officer pay than 92% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Source year 2012

Asset Growth

42nd percentile

-0.9%

Faster asset growth than 42% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$896,137

Down $8,288 (-0.9%) from 2011

Net Assets

Down

$896,137

Down $8,288 (-0.9%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$51,486

Down $4,128 (-7.4%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2010: $932,333Liabilities 2010: $0Net Assets 2010: $932,3332010Assets 2011: $904,425Liabilities 2011: $0Net Assets 2011: $904,4252011Assets 2012: $896,137Liabilities 2012: $0Net Assets 2012: $896,1372012Assets 2013: $868,241Liabilities 2013: $0Net Assets 2013: $868,2412013Assets 2014: $888,362Liabilities 2014: $0Net Assets 2014: $888,3622014Assets 2015: $1,018,980Liabilities 2015: $0Net Assets 2015: $1,018,9802015Assets 2016: $958,535Liabilities 2016: $0Net Assets 2016: $958,5352016Assets 2017: $952,140Liabilities 2017: $0Net Assets 2017: $952,1402017Assets 2019: $924,986Liabilities 2019: $0Net Assets 2019: $924,9862019Assets 2020: $886,377Liabilities 2020: $12020Assets 2021: $918,805Liabilities 2021: $0Net Assets 2021: $918,8052021Assets 2022: $885,147Liabilities 2022: $0Net Assets 2022: $885,1472022Assets 2023: $850,762Liabilities 2023: $12023

Highlighted filing

2012

Assets$896,137
Liabilities$0
Net Assets$896,137

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KExpenses 2010: $68,7562010Expenses 2011: $55,6142011Expenses 2012: $51,4862012Revenue 2013: $38,891Expenses 2013: $67,501Net Income 2013: -$28,6102013Revenue 2014: $89,043Expenses 2014: $68,921Net Income 2014: $20,1222014Revenue 2015: $200,751Expenses 2015: $70,016Net Income 2015: $130,7352015Revenue 2016: -$6,974Expenses 2016: $53,472Net Income 2016: -$60,4462016Revenue 2017: $56,914Expenses 2017: $63,308Net Income 2017: -$6,3942017Revenue 2019: $28,689Expenses 2019: $65,480Net Income 2019: -$36,7912019Revenue 2020: $26,578Expenses 2020: $65,327Net Income 2020: -$38,7492020Revenue 2021: $100,721Expenses 2021: $69,036Net Income 2021: $31,6852021Revenue 2022: $40,893Expenses 2022: $73,507Net Income 2022: -$32,6142022Revenue 2023: $29,966Expenses 2023: $64,008Net Income 2023: -$34,0422023

Highlighted filing

2012

Revenue-
Expenses$51,486
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 30, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MANUFACTURERS AND TRADERS TRUST COTrustee-$11,271-$11,271
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantNAZARETH COLLEGE OF ROCHESTERCHARITABLE UNRESTRICTEDNON PROFIT ORGAN.ROCHESTER, NY, US$9,922
Paid GrantST BERNARDS SCH THEOLOGY & MINISTRYCHARITABLE UNRESTRICTEDNON PROFIT ORGAN.ROCHESTER, NY, US$7,938
Paid GrantST JOHN FISHER COLLEGECHARITABLE UNRESTRICTEDNON PROFIT ORGANROCHESTER, NY, US$7,938
Paid GrantTHE UNIVERSITY OF ROCHESTERCHARITABLE- UNRESTRICTEDNON PROFITROCHESTER, NY, US$1,984
Paid GrantAQUINAS INSTITUTE OF ROCHESTERCHARITABLE UNRESTRICTEDNON PROFIT ORGAN.ROCHESTER, NY, US$1,984
Paid GrantOFFICE OF SOCIAL MINISTRYCHARITABLE UNRESTRICTEDNON PROFIT ORGAN.ROCHESTER, NY, US$1,984
Paid GrantST JOSEPHS CHURCHCHARITABLE UNRESTRICTEDNON PROFIT ORGAN.WAYLAND, NY, US$1,984
Paid GrantMCQUAID JESUIT HIGH SCHOOLCHARITABLE UNRESTRICTEDNON PROFIT ORGAN.ROCHESTER, NY, US$1,984
Paid GrantST THOMAS MORE CHURCHCHARITABLE UNRESTRICTEDNON PROFIT ORGAN.ROCHESTER, NY, US$1,984
Paid GrantUNITED WAY OF GREATER ROCHESTERCHARITABLE UNRESTRICTEDNON PROFIT ORGAN.ROCHESTER, NY, US$1,984
Filing and Contact Details

Filer

EIN
16-6042842
Raw XML AppendixShowing 400 of 561 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
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue08976
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue114835
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue28238
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue314006
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue41646
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue55757
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue68833
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue710991
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue815848
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue99788
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1011354
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV012933
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV117525
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV221628
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV321750
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV416200
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV517310
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV68396
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV713928
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV823762
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV913672
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1013686
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0AMERN EXPRESS CO COM
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2CHEVRONTEXACO CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3COCA COLA CO COM
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4EXPRESS SCRIPTS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6GENERAL ELECTRIC COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock73M CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8PROCTER & GAMBLE CO COM
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9WELLS FARGO CO ATTCHD RTS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11CONOCOPHILLIPS
InvestmentsOtherSchedule2/InvestmentsOther/BookValue026802
InvestmentsOtherSchedule2/InvestmentsOther/BookValue160000
InvestmentsOtherSchedule2/InvestmentsOther/BookValue237000
InvestmentsOtherSchedule2/InvestmentsOther/BookValue322880
InvestmentsOtherSchedule2/InvestmentsOther/BookValue421500
InvestmentsOtherSchedule2/InvestmentsOther/BookValue532500
InvestmentsOtherSchedule2/InvestmentsOther/BookValue622221
InvestmentsOtherSchedule2/InvestmentsOther/BookValue711743
InvestmentsOtherSchedule2/InvestmentsOther/BookValue811553
InvestmentsOtherSchedule2/InvestmentsOther/BookValue910365
InvestmentsOtherSchedule2/InvestmentsOther/BookValue1035629
InvestmentsOtherSchedule2/InvestmentsOther/BookValue1135715
InvestmentsOtherSchedule2/InvestmentsOther/BookValue1240438
InvestmentsOtherSchedule2/InvestmentsOther/BookValue139875
InvestmentsOtherSchedule2/InvestmentsOther/BookValue14106090
InvestmentsOtherSchedule2/InvestmentsOther/BookValue1551849
InvestmentsOtherSchedule2/InvestmentsOther/BookValue1622610
InvestmentsOtherSchedule2/InvestmentsOther/BookValue1720010
InvestmentsOtherSchedule2/InvestmentsOther/BookValue1825000
InvestmentsOtherSchedule2/InvestmentsOther/BookValue1921801
InvestmentsOtherSchedule2/InvestmentsOther/BookValue2043610
InvestmentsOtherSchedule2/InvestmentsOther/BookValue2136905
InvestmentsOtherSchedule2/InvestmentsOther/BookValue2220000
InvestmentsOtherSchedule2/InvestmentsOther/BookValue2343149
InvestmentsOtherSchedule2/InvestmentsOther/BookValue2410000
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0DREYFUS INT'L
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1MTB INTER TERM BD #220
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem2MTB SHORT TERM #518
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem3CALIFORNIA INVESTM'T TR
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem4MTB LARGE CAP FD #327
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem5MTB SMALL CAP FD # 555
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem6VANGUARD INSTIT #94
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem7MTB INTERN'L FD # 270
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem8RIDGEWORTH SEIX
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem9MTB INCOME FD #143
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem10CRM MID CAP
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem11T ROWE PRICE
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem12ALPHA DYNAMIC DIVIDEND
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem13HARBOR INT'L
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem14LAZARD EMER
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem15LITMAN GREGORY MASTERS
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem16ISHARES MSCI
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem17ISHARES RUSSELL 1000 VALUE
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem18MFS EMERGING MARKETS
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem19WELLS FARGO INTL BD FD
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem20ARTIO GLOBAL HIGH INC FD
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem21ALPINE GLOBAL PREMIER FD
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem22CBRE CLARION GLOBAL
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem23WILMINGTON BROAD MARKET
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem24WILMINGTON INTERMEDIATE
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem25WILMINGTON SHORT TERM
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem26FEDERATED STRATEGIC
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem27FORWARD SELECT
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem28SHELTON S&P
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem29WILMINGTON LARGE CAP VALUE
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem30WILMINGTON SMALL CAP GRWTH
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem31MAINSTAY EPOCH
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem32WILMINGTON MULTI MNGR
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem33FRANKLIN INCOME
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV028173
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV168465
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV237614
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV331178
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV410991
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV531254
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV619361
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV710289
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV817058
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV918205
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV1038357
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV1138604
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV1241115
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV1312846
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV14108095
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV1555834
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV1623722
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV1719426
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV1825322
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV1922968
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV2038098
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV2126775
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV2220025
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV2334640
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV2410091
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV1AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV2AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV3AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV4AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV5AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV6AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV7AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV8AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV9AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV10AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV11AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV12AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV13AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV14AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV15AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV16AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV17AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV18AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV19AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV20AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV21AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV22AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV23AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV24AT COST
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount026603
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount015293
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount043927
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA043927
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm015293
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm011271
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss011271
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps039686
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss039686
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm026359
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss026603
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-7559
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0140333
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss015293
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome031893
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCGAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm0100
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss0100
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncm01885
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss02031
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm0273
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss0429
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps039686
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm011644
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss051486
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome043537
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses043927
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm011644
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss011800
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncm00
IRS990PF/BalanceSheets/AccountsReceivableEOY00
IRS990PF/BalanceSheets/AccountsReceivableEOYFMV00
IRS990PF/BalanceSheets/AllwncForDbtflAcctOtherRcvbl00
IRS990PF/BalanceSheets/CapitalStockBOY0904425
IRS990PF/BalanceSheets/CapitalStockEOY0896137
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0111619
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0110272
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV0180790
IRS990PF/BalanceSheets/InvestmentsGovtObligBOY025251
IRS990PF/BalanceSheets/InvestmentsOtherBOY0747681
IRS990PF/BalanceSheets/InvestmentsOtherEOY0779245
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV0788506
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY019874
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY06620
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV06620
IRS990PF/BalanceSheets/TotalAssetsBOY0904425
IRS990PF/BalanceSheets/TotalAssetsEOY0896137
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0975916
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0904425
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0896137
IRS990PF/BalanceSheets/TotalNetAssetsBOY0904425
IRS990PF/BalanceSheets/TotalNetAssetsEOY0896137
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome015293
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis011927
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis125251
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis22795
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis31024
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis47597
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis5323
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis635256
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis718001
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis822866
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02011-01-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12002-08-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22010-06-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32000-08-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired42007-12-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired52000-08-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired62007-12-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired72007-03-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired82006-01-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-06-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12012-07-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22012-09-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32012-10-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42012-10-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52012-10-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62012-10-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold72012-10-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold82012-10-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset02129. ALPINE GLBL PREMIER PROPERTIES FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset125000. FHLMC 5.125% 7/15/12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2509. ALPINE GLBL PREMIER PROPERTIES FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset350. CONOCOPHILLIPS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4524.934 T ROWE PRICE LRG CAP GROWTH FD INST
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset525. PHILLIPS 66
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset61260.391 CRM MID-CAP VALUE CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset71413.761 WILMINGTON LARGE CAP VALUE FUND -I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset82319.109 WILMINGTON INTERMEDIATE-TERM BOND -I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss01848
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1-251
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2756
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss31864
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss42403
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss5845
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss62732
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss7-3001
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss82134
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses01848
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1-251
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses2756
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses31864
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses42403
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses5845
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses62732
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses7-3001
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses82134
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice013775
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice125000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice23551
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice32888
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice410000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice51168
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice637988
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice715000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice825000
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-7559
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases0729
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0896866
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0904425
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0896137
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted047481
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj047481
IRS990PF/DistributableAmount/DistributableAmountBeforeDed047481
IRS990PF/DistributableAmount/MinimumInvestmentReturn048119
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0638
IRS990PF/DistributableAmount/TotalTax0638
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0312
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0638
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0638
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0638
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue0326
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidWithExtension00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0312
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0975916
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0977026
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances00
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0977026
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable014655
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn048119
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0962371
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0977026
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation011271
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0MANUFACTURERS AND TRADERS TRUST CO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10ONE M AND T PLAZA 8TH FLOOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0BUFFALO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0NY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode014203
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions039686
IRS990PF/QualifyingDistributions/AmountsPaidAcqCharitableAssets00
IRS990PF/QualifyingDistributions/AmountsSetAsideCashDistriTest00
IRS990PF/QualifyingDistributions/AmountsSetAsideSuitabilityTest00
IRS990PF/QualifyingDistributions/ExpensesAndContributions039686
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm00
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions039686
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10M AND T BANK
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber07168425506
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10ONE M AND T PLAZA 8TH FLOOR
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0BUFFALO
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0NY
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode014203
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0NY
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount01984
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount19922
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount27938
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount31984
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount41984
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount57938
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount61984
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount71984
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount81984
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount91984
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0CHARITABLE- UNRESTRICTED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1CHARITABLE UNRESTRICTED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2CHARITABLE UNRESTRICTED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3CHARITABLE UNRESTRICTED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4CHARITABLE UNRESTRICTED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5CHARITABLE UNRESTRICTED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6CHARITABLE UNRESTRICTED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7CHARITABLE UNRESTRICTED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution8CHARITABLE UNRESTRICTED

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$0.85$0.00$0.03$0.06$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.89$0.00$0.89$0.04$0.07$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.92$0.00$0.92$0.10$0.07$0.03
2020Summary only. Only limited summary data is available for this year.$0.89$0.00$0.03$0.07$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.03$0.07$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.95$0.00$0.95$0.06$0.06$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$0.00$0.96$0.01$0.05$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.20$0.07$0.13
2014Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.09$0.07$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.04$0.07$0.03
2012Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.05
2011Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.06
2010Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.07
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2012 filings • $500k-$1M nonprofits