Civic Intelligence

Loren Mcpherson Charitable Trust 008164

990PF • Fiscal year 2019 • EIN 16-6474318

May 01, 2018 to Apr 30, 2019 • Filed on Jul 31, 2019

Organization Profile
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

80th percentile

0.00x

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

2019 filings • NTEE B82 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

79th percentile

0.00x

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

2019 filings • NTEE B82 • <$500k nonprofits • Source year 2019

Net Margin

14th percentile

-56%

Higher net margin than 14% of similar nonprofits.

2019 filings • NTEE B82 • <$500k nonprofits • Source year 2019

Top Officer Pay

95th percentile

$5,095

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 29.0% of source-year revenue.

2019 filings • NTEE B82 • <$500k nonprofits • Source year 2019

Asset Growth

34th percentile

-2.5%

Faster asset growth than 34% of similar nonprofits.

2019 filings • NTEE B82 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

71st percentile

24%

Faster revenue growth than 71% of similar nonprofits.

2019 filings • NTEE B82 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets80th percentile

Assets

Down

$378,234

Down $9,829 (-2.5%) from 2018

Net Assets

Down

$378,234

Down $9,829 (-2.5%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin14th percentile

Revenue

Up

$17,563

Up $3,440 (+24%) from 2018

Expenses

Down

$27,338

Down $695 (-2.5%) from 2018

Net Income

Up

-$9,775

Up $4,135 (+30%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$600K$400K$200K$0Assets 2011: $340,244Liabilities 2011: $0Net Assets 2011: $340,2442011Assets 2012: $338,604Liabilities 2012: $0Net Assets 2012: $338,6042012Assets 2013: $328,783Liabilities 2013: $0Net Assets 2013: $328,7832013Assets 2014: $341,996Liabilities 2014: $0Net Assets 2014: $341,9962014Assets 2015: $349,431Liabilities 2015: $0Net Assets 2015: $349,4312015Assets 2016: $339,613Liabilities 2016: $0Net Assets 2016: $339,6132016Assets 2017: $401,974Liabilities 2017: $0Net Assets 2017: $401,9742017Assets 2018: $388,063Liabilities 2018: $0Net Assets 2018: $388,0632018Assets 2019: $378,234Liabilities 2019: $0Net Assets 2019: $378,2342019Assets 2020: $381,636Liabilities 2020: $0Net Assets 2020: $381,6362020Assets 2021: $371,112Liabilities 2021: $0Net Assets 2021: $371,1122021Assets 2022: $372,406Liabilities 2022: $0Net Assets 2022: $372,4062022Assets 2023: $354,403Liabilities 2023: $0Net Assets 2023: $354,4032023Assets 2024: $346,044Liabilities 2024: $0Net Assets 2024: $346,0442024Assets 2025: $340,732Liabilities 2025: $0Net Assets 2025: $340,7322025

Highlighted filing

2019

Assets$378,234
Liabilities$0
Net Assets$378,234
Open 2019 Filing

Operations Trend

Revenue Growth71st percentile

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

$100K$50K$0-$50KExpenses 2011: $20,0022011Expenses 2012: $21,7572012Expenses 2013: $22,0152013Revenue 2014: $36,013Expenses 2014: $22,759Net Income 2014: $13,2542014Revenue 2015: $29,960Expenses 2015: $22,478Net Income 2015: $7,4822015Revenue 2016: $17,739Expenses 2016: $27,442Net Income 2016: -$9,7032016Revenue 2017: $88,843Expenses 2017: $23,881Net Income 2017: $64,9622017Revenue 2018: $14,123Expenses 2018: $28,033Net Income 2018: -$13,9102018Revenue 2019: $17,563Expenses 2019: $27,338Net Income 2019: -$9,7752019Revenue 2020: $29,672Expenses 2020: $26,320Net Income 2020: $3,3522020Revenue 2021: $15,415Expenses 2021: $25,947Net Income 2021: -$10,5322021Revenue 2022: $28,378Expenses 2022: $27,045Net Income 2022: $1,3332022Revenue 2023: $10,076Expenses 2023: $28,083Net Income 2023: -$18,0072023Revenue 2024: $16,158Expenses 2024: $24,511Net Income 2024: -$8,3532024Revenue 2025: $19,429Expenses 2025: $24,738Net Income 2025: -$5,3092025

Highlighted filing

2019

Revenue$17,563
Expenses$27,338
Net Income-$9,775
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2018 to Apr 30, 2019
Signed
Jul 31, 2019
Return Version
2018v3.0
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NBT BANK NATrustee-$5,095-$5,095
Filing and Contact Details

Filer

Filer Name
Loren Mcpherson Charitable Trust
EIN
16-6474318
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
2019-07-31
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 556 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
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0AMERICAN BEACON LARGE CAP VALU
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1VANGUARD INSTITUTIONAL INDEX F
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2DIAMOND HILL SMALL MID CAP FUN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3DFA US MICRO CAP PORTFOLIO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4DFA US SMALL CAP VALUE PORTFOL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0DODGE & COX INCOME FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1LOOMIS SAYLES BOND FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2VANGUARD S/T INFL PROT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3VANGUARD TOTAL BOND MARKET IND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4FEDERATED INSTITUTIONAL HIGH Y
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5TEMPLETON GLOBAL BOND FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6PRIMECAP ODYSSEY GROWTH FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt058119
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12050
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt210401
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt39518
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt41965
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt518765
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt616002
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt711449
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt827924
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt923618
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1011104
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt117466
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1220168
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1323346
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1420480
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1512021
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1610867
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1769539
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt188253
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1912019
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0DODGE & COX INCOME FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1DFA US S/C VALUE PORT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2DODGE & COX INTL STOCK FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3OPPENHEIMER INTL GROWTH FD-Y
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4LAZARD EMERG MKTS PORTF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5DIAMOND HILL SMALL/MID CAP-I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6VANGUARD TOTAL BD MKT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7DFA U.S.MICRO CAP PORT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8LOOMIS SAYLES BD FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9BLACKROCK HIGH YIELD BD PORT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10LAZARD GI LIST INFRA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11VANGUARD S/T INFL PROT-ADM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12PRIMECAP ODYSSEY GROWTH FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13AMERICAN BEACON LARGE CAP VALU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14VANGUARD INSTITUTIONAL INDEX F
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15DFA EMERGING MKTS PORTFOLIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16CREDIT SUISSE COMMODITY RETURN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17DFA GLOBAL REAL ESTATE SECURIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18DFA INTERNATIONAL SMALL COMPAN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19DODGE & COX INTL STOCK FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20OPPENHEIMER INTERNATIONAL GROW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21DFA EMERGING MKTS PORTFOLIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22LAZARD EMERGING MARKETS PORTFO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23FLEXSHARES MSTAR GLBL UPSTRM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24DFA GLOBAL REAL ESTATE SECURIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25LAZARD GLOBAL LISTED INFASTRUC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26VANGUARD TOTAL BOND MARKET
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27TEMPLETON GLOBAL BOND FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28FEDERATED INSTITUTIONAL HIGH Y
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt059637
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11961
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt211645
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt312524
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt42112
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt517390
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt615873
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt715150
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt827388
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt929816
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1012715
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt117409
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1225152
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1326615
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1423173
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1513032
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1611150
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1769285
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt187485
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1911732
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
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt011681
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt04599
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0FEDERAL TAX REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt01283
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt017563
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt017563
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0730
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0730
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt04599
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0509
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt04585
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt05095
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt021107
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt021107
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt011681
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt011681
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-9775
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt014932
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt04599
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt011389
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0100
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0100
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01283
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0306
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0306
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt022446
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt04891
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt027338
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt016280
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt017563
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01339
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt04891
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt06231
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02017-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12014-07-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22017-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32017-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42014-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52017-05-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62016-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72017-05-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82017-05-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92017-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102010-04-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112014-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122017-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132014-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142015-05-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152017-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0751
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt153
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2201
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3299
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt455
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5327
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt6323
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt7619
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt81631
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt9324
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt10436
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11294
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12347
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13540
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt14636
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt15308
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt16223
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt171897
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt18432
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt19637
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-2
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt344
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-2
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt526
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt613
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt754
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9-8
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1055
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt117
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12-32
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13-70
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1477
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt15100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt16-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt17-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt18-4
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt19166
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt204257
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-2
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt344
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-2
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt526
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt613
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt754
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-8
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1055
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt117
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12-32
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13-70
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1477
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt17-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt18-4
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt19166
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0733
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt157
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2199
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3343
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt453
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5353
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6336
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7673
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt81610
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9316
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10491
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11301
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12315
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13470
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14713
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt15408
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt16202
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt171871
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt18428
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt19803
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc026.656 AMERICAN BEACON LARGE CAP VALUE FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12.663 DFA U.S. MICRO CAP PORTFOLIO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc211.003 DFA INTERNATIONAL SMALL COMPANY PORTFOLIO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc312.083 DFA EMERGING MKTS PORTFOLIO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc41.516 DFA U.S. SMALL CAP VALUE PORTFOLIO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc530.9 DFA GLOBAL REAL ESTATE SECURITIES PORTFOLIO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc615.03 DIAMOND HILL SMALL-MID CAP FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc715.988 DODGE & COX INTL STOCK FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8117.545 DODGE & COX INCOME FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc932.258 FEDERATED INSTITUTIONAL HIGH YIELD BOND FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1015. FLEXSHARES MSTAR GLBL UPSTRM NAT RES IDX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1119.992 LAZARD GLOBAL LISTED INFRASTRUCTURE FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1217.722 LAZARD EMERGING MARKETS PORTFOLIO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1334.837 LOOMIS SAYLES BOND FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1417.577 OPPENHEIMER INTERNATIONAL GROWTH FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1510.2 PRIMECAP ODYSSEY GROWTH FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1617.696 TEMPLETON GLBL BD ADV
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17175.839 VANGUARD TOTAL BOND MARKET INDEX INSTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1817.472 VANGUARD S/T INFL PROT-ADM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc193.015 VANGUARD #94 INSTITUTIONAL INDEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-04-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-04-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-04-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32019-04-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42019-04-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52019-04-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62019-04-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72019-04-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82019-04-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92019-04-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102019-04-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112019-04-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122019-04-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132019-04-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142019-04-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152019-04-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162019-04-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172019-04-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182019-04-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192019-04-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt04599
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-9775
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt055
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0378289
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0388063
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0378234
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt020132
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt020132
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt020132
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt020246
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0114
IRS990PF/DistributableAmountGrp/TotalTaxAmt0114
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt070
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0184
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0114
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt070
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0114
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0114
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0184
IRS990PF/FMVAssetsEOYAmt0404404
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0388063
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0378234
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt066893
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0199502
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0118576
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0375074
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0401244
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt03092
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt03160
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt03160
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0388063
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0378234
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0404404
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0388063
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0378234
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0388063
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0378234
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0411091
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt06176
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0404915
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt06166
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt020246
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0404925
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0411091
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt05095
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0NBT BANK NA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt052 S BROAD STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NORWICH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd013815
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt019205
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt019319
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt020053
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt019221
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt021775
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt018185
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt018800
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.047429
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.0471
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.047264
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.053809
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.042513
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.046459
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0114
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0404925
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0425753
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0406677
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0404670
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0427748
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0404655
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt022446
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.237145
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt022332
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$378,234
Liabilities
$0
Net assets
$378,234
Revenue
$17,563
Expenses
$27,338
Net income
-$9,775
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.41$0.00$3.41$0.19$0.25$0.05
2024Detailed filing. Detailed filing data is available for this year.$3.46$0.00$3.46$0.16$0.25$0.08
2023Detailed filing. Detailed filing data is available for this year.$3.54$0.00$3.54$0.10$0.28$0.18
2022Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.72$0.28$0.27$0.01
2021Detailed filing. Detailed filing data is available for this year.$3.71$0.00$3.71$0.15$0.26$0.11
2020Detailed filing. Detailed filing data is available for this year.$3.82$0.00$3.82$0.30$0.26$0.03
2019Detailed filing. Detailed filing data is available for this year.$3.78$0.00$3.78$0.18$0.27$0.10
2018Detailed filing. Detailed filing data is available for this year.$3.88$0.00$3.88$0.14$0.28$0.14
2017Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$0.89$0.24$0.65
2016Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$0.18$0.27$0.10
2015Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$0.30$0.22$0.07
2014Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$0.36$0.23$0.13
2013Detailed filing. Detailed filing data is available for this year.$3.29$0.00$3.29$0.22
2012Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.22
2011Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$0.20
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • NTEE B82 • <$500k nonprofits