Civic Intelligence

Hazel L Wilbur Charitable Trust

990PF • Fiscal year 2019 • EIN 16-6429714

Dec 01, 2018 to Nov 30, 2019 • Filed on Jan 07, 2020

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

(607) 337-6191

Siviq Scores

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

Liabilities / Assets

76th percentile

0.00x

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

2019 filings • NTEE T • <$500k nonprofits • Source year 2019

Liabilities / Revenue

75th percentile

0.00x

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

2019 filings • NTEE T • <$500k nonprofits • Source year 2019

Net Margin

29th percentile

-37%

Higher net margin than 29% of similar nonprofits.

2019 filings • NTEE T • <$500k nonprofits • Source year 2019

Top Officer Pay

96th percentile

$8,399

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 29.2% of source-year revenue.

2019 filings • NTEE T • <$500k nonprofits • Source year 2019

Asset Growth

46th percentile

-2.2%

Faster asset growth than 46% of similar nonprofits.

2019 filings • NTEE T • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

44th percentile

-9.6%

Faster revenue growth than 44% of similar nonprofits.

2019 filings • NTEE T • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$465,468

Down $10,597 (-2.2%) from 2018

Net Assets

Down

$465,468

Down $10,597 (-2.2%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$28,797

Down $3,048 (-9.6%) from 2018

Expenses

Down

$39,322

Down $3,207 (-7.5%) from 2018

Net Income

Up

-$10,525

Up $159 (+1.5%) from 2018

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $512,919Liabilities 2011: $0Net Assets 2011: $512,9192011Assets 2012: $494,243Liabilities 2012: $0Net Assets 2012: $494,2432012Assets 2013: $512,079Liabilities 2013: $0Net Assets 2013: $512,0792013Assets 2014: $507,669Liabilities 2014: $0Net Assets 2014: $507,6692014Assets 2015: $505,364Liabilities 2015: $0Net Assets 2015: $505,3642015Assets 2017: $486,694Liabilities 2017: $0Net Assets 2017: $486,6942017Assets 2018: $476,065Liabilities 2018: $0Net Assets 2018: $476,0652018Assets 2019: $465,468Liabilities 2019: $0Net Assets 2019: $465,4682019Assets 2020: $462,723Liabilities 2020: $0Net Assets 2020: $462,7232020Assets 2021: $497,839Liabilities 2021: $0Net Assets 2021: $497,8392021Assets 2022: $478,380Liabilities 2022: $0Net Assets 2022: $478,3802022Assets 2023: $485,166Liabilities 2023: $0Net Assets 2023: $485,1662023Assets 2024: $474,234Liabilities 2024: $0Net Assets 2024: $474,2342024

Highlighted filing

2019

Assets$465,468
Liabilities$0
Net Assets$465,468

Operations Trend

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

$100K$50K$0-$50KExpenses 2011: $30,7342011Expenses 2012: $36,2872012Expenses 2013: $35,0202013Revenue 2014: $31,345Expenses 2014: $35,755Net Income 2014: -$4,4102014Revenue 2015: $37,389Expenses 2015: $39,694Net Income 2015: -$2,3052015Revenue 2017: $33,496Expenses 2017: $40,235Net Income 2017: -$6,7392017Revenue 2018: $31,845Expenses 2018: $42,529Net Income 2018: -$10,6842018Revenue 2019: $28,797Expenses 2019: $39,322Net Income 2019: -$10,5252019Revenue 2020: $38,402Expenses 2020: $41,067Net Income 2020: -$2,6652020Revenue 2021: $77,209Expenses 2021: $42,087Net Income 2021: $35,1222021Revenue 2022: $27,952Expenses 2022: $47,244Net Income 2022: -$19,2922022Revenue 2023: $49,519Expenses 2023: $42,696Net Income 2023: $6,8232023Revenue 2024: $35,274Expenses 2024: $46,173Net Income 2024: -$10,8992024

Highlighted filing

2019

Revenue$28,797
Expenses$39,322
Net Income-$10,525
Jump To
Filing Snapshot
Filing Period
Dec 1, 2018 to Nov 30, 2019
Signed
Jan 7, 2020
Return Version
2018v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
NBT BANK NATrustee-$8,399-$8,399
Filing and Contact Details

Filer

Filer Name
Hazel L Wilbur Charitable Trust
EIN
16-6429714
Phone
6073376191
Address
C/O NBT BANK NA 52 S BROAD ST, NORWICH, NY 13815

Signing Officer

Name
Timothy J Handy
Title
Senior VP
Phone
6073376191
Signed
2020-01-07
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
1850 N CENTRAL AVE STE 700, PHOENIX, AZ 85004
Preparer
Jeffrey E Kuhlin
Phone
4123556000
Raw XML AppendixShowing 400 of 693 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/EOYBookValueAmt01273
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt16770
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt25945
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt33176
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt47077
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt52635
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt61247
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt72817
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt82152
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt92582
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt101618
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt111374
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt124091
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt133412
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt141001
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt152649
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt16765
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt172300
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt181071
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt193185
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt203839
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt211234
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt225184
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt232302
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt243334
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt252841
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt262149
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt271213
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt284749
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt294181
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt304931
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt315216
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt323717
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt332379
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt343115
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt351292
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt366925
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt374318
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt03125
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt114954
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt213140
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt311369
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt417855
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt55433
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt65859
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt715138
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt86588
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt96875
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt103709
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt116103
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1211015
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt137504
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1420044
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt155955
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt163650
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1710440
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt182811
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt194681
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2011669
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt213089
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt225857
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2310433
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2414664
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt255778
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt263764
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt274400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt288421
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2911494
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt305633
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt315337
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt328974
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt336004
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt344729
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt353314
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt367911
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt374544
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0TARGET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ABBOTT LABS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2CISCO SYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3DISNEY WALT CO NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4HONEYWELL INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6EXXONMOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10UNITED TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12BERKSHIRE HATHAWAY INC -CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13US BANCORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16WAL MART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17DANAHER CORP DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18ALPHABET INC CLASS C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19SPDR S&P REGIONAL BANKING ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20PRUDENTIAL FINL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22T ROWE PRICE GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24ALPHABET INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25LOWES COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27CVS HEALTH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28UNION PAC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29ORACLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31STATE STREET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32ISHARES DJ US TELCOM SECTOR ET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33ISHARES NASDAQ BIOTECH ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34MATERIALS SELECT SPDR FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35UTILITIES SELECT SECTOR SPDR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36VANECK VECTORS AGRIBUSINESS ET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37VANGUARD REIT ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38GENERAL DYNAMICS CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt07000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt15000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt210000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt354000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt414719
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt524275
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt645560
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt743245
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt830361
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt923000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt106000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1112000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1217000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt136000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt143692
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt153707
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt165090
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1717000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1814500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0DFA U.S. SMALL CAP VALUE PORTF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1DFA INTERNATIONAL SMALL COMPAN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2LAZARD GI LIST INFRA-INST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3VANGUARD TOTAL BOND MARKET
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4LOOMIS SAYLES BD FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5DODGE & COX INTERNATIONAL STK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6FEDERATED TOT RTN BOND FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7BLACKROCK HIGH YIELD BOND PORT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8DODGE & COX INCOME FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9LAZARD EMERGING MKTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10DIAMOND HILL SMALL /MID CAP-I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11DFA U.S. MICRO CAP PORT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12DFA GLOBAL REAL ESTATE SEC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13DFA EMERGING MKTS PORT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14VANGUARD S/T INFL PROT-ADM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15TEMPLETON GLOBAL BOND FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16MEDTRONIC PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17NOVARTIS AG SPONS ADR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18SCHLUMBERGER LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19FEDERATED INSTITUTIONAL HIGH Y
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20FIDELITY EMERGING MKTS INDEX F
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt05996
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14312
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt210825
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt355204
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt413155
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt533361
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt649467
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt749530
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt839937
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt924746
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt108077
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1111462
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1217330
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt135210
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt145570
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt158492
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt161810
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1718214
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1814514
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
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt017155
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt011642
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt028797
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt028797
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0730
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0730
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt011642
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0840
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt07559
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt08399
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt029544
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt029544
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt017136
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt017155
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-10525
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt054881
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt011642
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt020888
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/TaxesNetInvstIncmAmt0331
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0549
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt031214
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt07890
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt039322
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt028778
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt028797
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01670
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt07890
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt09778
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02014-01-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12011-04-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22007-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32010-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42010-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52010-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62015-12-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72011-06-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82008-07-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt020000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11333
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt22592
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt313
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4582
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5581
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt61669
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt7791
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt8683
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt9500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1014495
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-2791
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt195
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt24513
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3916
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt410
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt51854
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt61856
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-174
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8587
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9693
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10540
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1165
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt123478
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-2791
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt195
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt24513
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3916
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt410
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt51854
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt61856
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-174
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8587
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9693
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10540
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1165
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt017209
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt195
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt25846
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt33508
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt423
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt52436
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt62437
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt71495
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt81378
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt91376
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt101040
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1114560
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc02427.184 BLACKROCK HIGH YIELD BOND PORTFOLIO INSTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1. MERCK & CO INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc250. LOWES COS INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc375. WELLS FARGO & CO NEW COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4.4 ALCON INC ORD SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc52. ALPHABET INC CL C
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc62. ALPHABET INC CL A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc715. ISHARES NASDAQ BIOTECH ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc825. ORACLE CORP COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc925. US BANCORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1018. ALCON INC ORD SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11830.597 LAZARD EMERGING MARKETS PORTFOLIO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-12-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-03-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-04-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32019-04-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42019-04-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52019-10-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62019-10-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72019-10-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82019-10-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92019-10-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102019-10-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112019-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt011642
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-10525
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt072
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0465540
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0476065
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0465468
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt032545
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt032545
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt032545
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt032963
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0418
IRS990PF/DistributableAmountGrp/TotalTaxAmt0418
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0240
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0418
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0418
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0418
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0178
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0240
IRS990PF/FMVAssetsEOYAmt0682735
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0476065
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0465468
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0120154
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0120059
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0302263
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0335657
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0342149
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0377212
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt020254
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt03260
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt03260
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0476065
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0465468
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0682735
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0476065
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0465468
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0476065
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0465468
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0669298
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt029177
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0640121
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt010039
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt032963
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0659259
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0669298
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt08399
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0NBT BANK NA

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.74$0.00$4.74$0.35$0.46$0.11
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.85$0.00$4.85$0.50$0.43$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.78$0.00$4.78$0.28$0.47$0.19
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.98$0.00$4.98$0.77$0.42$0.35
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.63$0.00$4.63$0.38$0.41$0.03
2019Detailed filing. Detailed filing data is available for this year.$4.65$0.00$4.65$0.29$0.39$0.11
2018Detailed filing. Detailed filing data is available for this year.$4.76$0.00$4.76$0.32$0.43$0.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.87$0.00$4.87$0.33$0.40$0.07
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.05$0.00$5.05$0.37$0.40$0.02
2014Detailed filing. Detailed filing data is available for this year.$5.08$0.00$5.08$0.31$0.36$0.04
2013Detailed filing. Detailed filing data is available for this year.$5.12$0.00$5.12$0.35
2012Detailed filing. Detailed filing data is available for this year.$4.94$0.00$4.94$0.36
2011Detailed filing. Detailed filing data is available for this year.$5.13$0.00$5.13$0.31