Civic Intelligence

Grace K Kell Tuw Tr

990PF • Fiscal year 2014 • EIN 16-6538525

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 23, 2015

Organization Profile
1100 Wehrle Drive 2nd FloorBuffalo, NY 14221

(716) 842-5506

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.00x

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

2014 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

82nd percentile

0.00x

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

2014 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2014

Net Margin

33rd percentile

-14%

Higher net margin than 33% of similar nonprofits.

2014 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

90th percentile

$20,489

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 17.0% of source-year revenue.

2014 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2014

Asset Growth

36th percentile

-0.9%

Faster asset growth than 36% of similar nonprofits.

2014 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

33rd percentile

-14%

Faster revenue growth than 33% of similar nonprofits.

2014 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Down

$1,875,907

Down $16,845 (-0.9%) from 2013

Net Assets

Down

$1,875,907

Down $16,845 (-0.9%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin33rd percentile

Revenue

Down

$120,735

Down $19,770 (-14%) from 2013

Expenses

Up

$137,335

Up $14,241 (+12%) from 2013

Net Income

Down

-$16,600

Down $34,011 (-195%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,701,127Liabilities 2010: $0Net Assets 2010: $1,701,1272010Assets 2011: $1,908,177Liabilities 2011: $0Net Assets 2011: $1,908,1772011Assets 2012: $1,875,379Liabilities 2012: $0Net Assets 2012: $1,875,3792012Assets 2013: $1,892,752Liabilities 2013: $0Net Assets 2013: $1,892,7522013Assets 2014: $1,875,907Liabilities 2014: $0Net Assets 2014: $1,875,9072014Assets 2015: $1,813,768Liabilities 2015: $0Net Assets 2015: $1,813,7682015Assets 2016: $1,757,720Liabilities 2016: $0Net Assets 2016: $1,757,7202016Assets 2017: $1,790,579Liabilities 2017: $0Net Assets 2017: $1,790,5792017Assets 2018: $1,756,692Liabilities 2018: $0Net Assets 2018: $1,756,6922018Assets 2019: $1,746,173Liabilities 2019: $0Net Assets 2019: $1,746,1732019Assets 2020: $2,443,493Liabilities 2020: $0Net Assets 2020: $2,443,4932020Assets 2021: $2,481,125Liabilities 2021: $0Net Assets 2021: $2,481,1252021Assets 2022: $2,429,978Liabilities 2022: $0Net Assets 2022: $2,429,9782022Assets 2023: $2,379,304Liabilities 2023: $0Net Assets 2023: $2,379,3042023Assets 2024: $2,405,918Liabilities 2024: $0Net Assets 2024: $2,405,9182024

Highlighted filing

2014

Assets$1,875,907
Liabilities$0
Net Assets$1,875,907
Open 2014 Filing

Operations Trend

Revenue Growth33rd percentile

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

$1.0M$500K$0-$500KExpenses 2010: $117,9582010Expenses 2011: $122,8512011Expenses 2012: $127,2512012Revenue 2013: $140,505Expenses 2013: $123,094Net Income 2013: $17,4112013Revenue 2014: $120,735Expenses 2014: $137,335Net Income 2014: -$16,6002014Revenue 2015: $71,786Expenses 2015: $133,855Net Income 2015: -$62,0692015Revenue 2016: $72,897Expenses 2016: $128,939Net Income 2016: -$56,0422016Revenue 2017: $165,776Expenses 2017: $132,390Net Income 2017: $33,3862017Revenue 2018: $115,605Expenses 2018: $149,527Net Income 2018: -$33,9222018Revenue 2019: $123,149Expenses 2019: $133,282Net Income 2019: -$10,1332019Revenue 2020: $852,315Expenses 2020: $155,601Net Income 2020: $696,7142020Revenue 2021: $218,390Expenses 2021: $180,460Net Income 2021: $37,9302021Revenue 2022: $96,062Expenses 2022: $147,334Net Income 2022: -$51,2722022Revenue 2023: $92,148Expenses 2023: $142,448Net Income 2023: -$50,3002023Revenue 2024: $164,108Expenses 2024: $132,308Net Income 2024: $31,8002024

Highlighted filing

2014

Revenue$120,735
Expenses$137,335
Net Income-$16,600
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 23, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MANUFACTURERS AND TRADERS TRUST COTrustee-$20,489-$20,489
Filing and Contact Details

Filer

Filer Name
Kell Grace K Tua
EIN
16-6538525
Phone
7168425506
Address
1100 WEHRLE DRIVE 2ND FLOOR, BUFFALO, NY 14221

Signing Officer

Name
M T Trust Company
Title
Vice President
Phone
7168425506
Signed
2015-04-23
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
2100 EAST CARY STREET SUITE 201, RICHMOND, VA 23223
Preparer
Michele L Dore Ea
Phone
8043444548
Raw XML AppendixShowing 400 of 593 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.

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt15-1777
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1634
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt171
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1850720
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-1625
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2176
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3329
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt412532
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-336
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-1607
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-99
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt812
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9396
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-296
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11191
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12286
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt136443
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14-483
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15-1777
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1634
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt171
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt025826
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11101
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt258737
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt34188
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt438209
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt51595
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt662191
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt71630
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt81919
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt91298
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt103224
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1125000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1223500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1326016
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1419587
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1541950
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt163005
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt17950
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc02386.83 WELLS FARGO INTERNATIONAL BOND INST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1101.777 WELLS FARGO INTERNATIONAL BOND INST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23684.897 WILLIAM BLAIR MID CAP GROWTH FD CL-I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3237.751 BRIDGEWAY ULTRA-SMALL COMP MARKET FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc42169.09 BRIDGEWAY ULTRA-SMALL COMP MARKET FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc591.118 LAZARD EMRG MARKETS EQUITY FD CL-I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc64248.05 MFS EMERGING MARKETS DEBT FUND - I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7111.353 MFS EMERGING MARKETS DEBT FUND - I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8131.062 MFS EMERGING MARKETS DEBT FUND - I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc938.483 T ROWE PRICE DIVIDEND GROWTH FD #58
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10153.465 WELLS FARGO ADV EMRG MKT CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc112289.377 PIMCO FDS TOTAL RETURN FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc122142.206 PIMCO FDS TOTAL RETURN FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13943.298 ARTISAN MID CAP VALUE FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc141800.247 PIMCO FDS TOTAL RETURN FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc153838.08 PIMCO FDS TOTAL RETURN FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16274.915 PIMCO FDS TOTAL RETURN FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1786.945 PIMCO FDS TOTAL RETURN FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02014-02-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12014-02-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22014-02-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32014-02-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42014-02-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52014-02-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62014-02-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72014-02-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82014-02-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92014-02-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102014-02-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112014-05-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122014-06-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132014-09-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142014-09-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152014-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162014-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172014-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt064898
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-16600
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0245
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01876152
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01892752
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01875907
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0111030
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0111030
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0111030
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0112027
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0997
IRS990PF/DistributableAmountGrp/TotalTaxAmt0997
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02320
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0997
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01323
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt0823
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0997
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0997
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02320
IRS990PF/FMVAssetsEOYAmt02245912
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01892752
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01875907
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01880101
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01853565
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt02223570
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt012651
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt022342
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt022342
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01892752
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01875907
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02245912
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01892752
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01875907
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01892752
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01875907
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02274663
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt026415
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02248248
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt034120
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0112027
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02240543
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02274663
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt020489
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MANUFACTURERS AND TRADERS TRUST CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01100 WEHRLE DRIVE 2ND FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0AMHERST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd014221
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0110006
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0111003
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0101952
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt095765
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0102439
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt096937
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt082228
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.049098
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.047998
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.048177
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.050897
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.050537
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.047879
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0997
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02240543
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02124082
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01987786
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02012670
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01918148
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01717428
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0113175
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.245488
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0112178
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0113175
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0997
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0113175
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,875,907
Liabilities
$0
Net assets
$1,875,907
Revenue
$120,735
Expenses
$137,335
Net income
-$16,600
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$0.16$0.13$0.03
2023Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.09$0.14$0.05
2022Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.10$0.15$0.05
2021Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$0.22$0.18$0.04
2020Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.85$0.16$0.70
2019Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.12$0.13$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.12$0.15$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.17$0.13$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.07$0.13$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.07$0.13$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.12$0.14$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.14$0.12$0.02
2012Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.13
2011Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.12
2010Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.12