Civic Intelligence

Katherine H Keiser Trust

990PF • Fiscal year 2013 • EIN 23-6877150

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 25, 2014

Organization Profile
1100 Wehrle Drive 2nd Floor14221

(716) 842-5506

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

30th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

47th percentile

2.1%

Higher net margin than 47% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

54th percentile

$16,507

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 15.5% of source-year revenue.

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

43rd percentile

0.2%

Faster asset growth than 43% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$1,288,390

Up $2,138 (+0.2%) from 2012

Net Assets

Up

$1,288,390

Up $2,138 (+0.2%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin47th percentile

Revenue

$106,249

No earlier filing loaded for comparison.

Expenses

Up

$104,067

Up $41,756 (+67%) from 2012

Net Income

$2,182

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$1.5M$1.0M$500K$0Assets 2010: $1,259,938Liabilities 2010: $0Net Assets 2010: $1,259,9382010Assets 2011: $1,293,712Liabilities 2011: $0Net Assets 2011: $1,293,7122011Assets 2012: $1,286,252Liabilities 2012: $0Net Assets 2012: $1,286,2522012Assets 2013: $1,288,390Liabilities 2013: $0Net Assets 2013: $1,288,3902013Assets 2014: $1,293,315Liabilities 2014: $0Net Assets 2014: $1,293,3152014Assets 2015: $1,378,822Liabilities 2015: $0Net Assets 2015: $1,378,8222015Assets 2016: $1,396,255Liabilities 2016: $0Net Assets 2016: $1,396,2552016Assets 2017: $1,379,135Liabilities 2017: $0Net Assets 2017: $1,379,1352017Assets 2018: $1,424,635Liabilities 2018: $0Net Assets 2018: $1,424,6352018Assets 2019: $1,420,291Liabilities 2019: $0Net Assets 2019: $1,420,2912019Assets 2020: $1,390,678Liabilities 2020: $0Net Assets 2020: $1,390,6782020Assets 2021: $1,434,511Liabilities 2021: $0Net Assets 2021: $1,434,5112021Assets 2022: $1,393,564Liabilities 2022: $0Net Assets 2022: $1,393,5642022Assets 2023: $1,349,388Liabilities 2023: $0Net Assets 2023: $1,349,3882023Assets 2024: $1,349,125Liabilities 2024: $0Net Assets 2024: $1,349,1252024

Highlighted filing

2013

Assets$1,288,390
Liabilities$0
Net Assets$1,288,390
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100KExpenses 2010: $72,3822010Expenses 2011: $78,4872011Expenses 2012: $62,3112012Revenue 2013: $106,249Expenses 2013: $104,067Net Income 2013: $2,1822013Revenue 2014: $94,912Expenses 2014: $89,830Net Income 2014: $5,0822014Revenue 2015: $157,301Expenses 2015: $71,720Net Income 2015: $85,5812015Revenue 2016: $94,072Expenses 2016: $76,090Net Income 2016: $17,9822016Revenue 2017: $71,261Expenses 2017: $87,631Net Income 2017: -$16,3702017Revenue 2018: $144,086Expenses 2018: $98,568Net Income 2018: $45,5182018Revenue 2019: $96,347Expenses 2019: $100,755Net Income 2019: -$4,4082019Revenue 2020: $69,996Expenses 2020: $99,852Net Income 2020: -$29,8562020Revenue 2021: $147,968Expenses 2021: $103,880Net Income 2021: $44,0882021Revenue 2022: $70,973Expenses 2022: $111,696Net Income 2022: -$40,7232022Revenue 2023: $52,137Expenses 2023: $95,732Net Income 2023: -$43,5952023Revenue 2024: $94,778Expenses 2024: $93,549Net Income 2024: $1,2292024

Highlighted filing

2013

Revenue$106,249
Expenses$104,067
Net Income$2,182
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Apr 25, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
M AND T TRUST COMPANYTrustee-$16,507-$16,507
Filing and Contact Details

Filer

EIN
23-6877150
Phone
7168425506

Signing Officer

Name
M T Trust Company
Title
Asst. V.P.
Phone
7168425506
Signed
2014-04-25
Discuss with paid preparer
Yes

Preparer

Preparer
Michele L Dore Ea
Phone
8047273150
Raw XML AppendixShowing 400 of 595 raw XML fields

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1513
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1622920
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt172465
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt188031
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt19-1047
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2021875
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt06070
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-9
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3127
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-6
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-39
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-5772
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt73425
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt86
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9561
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-92
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11152
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt127773
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt134292
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14-651
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1513
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1622920
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt172465
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt188031
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt19-1047
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt028983
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt187
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21382
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt310118
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4187
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt54063
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt614247
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt710071
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt838
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt914990
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt102629
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt113082
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1216244
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1331172
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1423088
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1556
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1664685
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1711205
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1834810
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1912553
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0751.057 RS GLOBAL NATURAL RESOURCES FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12.249 RS GLOBAL NATURAL RESOURCES FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2116.548 VANGUARD INT-TRM BOND CL SGNL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3853.098 VANGUARD INT-TRM BOND CL SGNL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc416.439 WELLS FARGO INTERNATIONAL BOND INST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5356.696 WELLS FARGO INTERNATIONAL BOND INST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6516.026 GUINNESS ATKINSON CHINA HONG KONG FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc71712.759 FEDERATED STRATEGIC VALUE DIV CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc86.428 FEDERATED STRATEGIC VALUE DIV CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc91355.322 FEDERATED TOTAL RETURN BOND CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10237.683 FEDERATED TOTAL RETURN BOND CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11124.579 FORWARD SELECT INCOME FUND CL-INST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12226.147 HARBOR INTERNATIONAL FUND #11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13444. ISHARES HIGH DIVIDEND ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc141142.418 LAZARD EMRG MARKETS EQUITY FD CL-I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc151.432 LOOMIS SAYLES SM CAP VALUE FUND CL-I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc161642.172 LOOMIS SAYLES SM CAP VALUE FUND CL-I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17575.781 MAINSTAY EPOCH GLBL EQTY YD FD CL-I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18910.537 CRM MID-CAP VALUE CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19232. WISDOMTREE EMRG MKTS EQ INC ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02013-04-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12013-04-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22013-04-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32013-04-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42013-04-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52013-04-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62013-06-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72013-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82013-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92013-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102013-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112013-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122013-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132013-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142013-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152013-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162013-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172013-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182013-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192013-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt070099
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt02182
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt044
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01288434
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01286252
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01288390
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt070507
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt070507
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt070507
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt071400
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0893
IRS990PF/DistributableAmountGrp/TotalTaxAmt0893
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0800
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0893
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0893
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0893
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt093
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0800
IRS990PF/FMVAssetsEOYAmt01544748
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01286252
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01288390
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01241754
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01244237
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01500595
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt044498
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt044153
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt044153
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01286252
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01288390
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01544748
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01286252
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01288390
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01286252
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01288390
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01449749
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt023874
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01425875
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt021746
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt071400
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01428003
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01449749
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt016507
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0M AND T TRUST COMPANY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine101100 WEHRLE DRIVE 2ND FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0BUFFALO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode014221
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt061527
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt062420
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt045918
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt062232
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt057355
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt050706
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt061476
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.043086
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.034209
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.046339
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.045099
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.04456
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.045223
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0893
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01428003
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01342294
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01342958
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01271766
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01137938
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01359395
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt086576
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.21543

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,288,390
Liabilities
$0
Net assets
$1,288,390
Revenue
$106,249
Expenses
$104,067
Net income
$2,182
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.09$0.09$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.05$0.10$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.07$0.11$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.15$0.10$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.07$0.10$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.10$0.10$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.14$0.10$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.07$0.09$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.09$0.08$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.16$0.07$0.09
2014Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.09$0.09$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.11$0.10$0.00
2012Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.06
2011Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.08
2010Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.07