Civic Intelligence

Alice Nason Ross Charitable Trust Tw 314122102

990PF • Fiscal year 2011 • EIN 23-7875403

Jan 01, 2011 to Dec 31, 2011 • Filed on Apr 18, 2012

One M T Plaza 8th Floor14203
Siviq Scores

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

Liabilities / Assets

83rd percentile

0.00x

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

2011 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

88th percentile

$5,902

Higher top officer pay than 88% of similar nonprofits.

2011 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2011

Asset Growth

34th percentile

-3.7%

Faster asset growth than 34% of similar nonprofits.

2011 filings • NTEE T20 • $500k-$1M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$556,385

Down $21,392 (-3.7%) from 2010

Net Assets

Down

$556,385

Down $21,392 (-3.7%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$38,417

Down $5,847 (-13%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $577,777Liabilities 2010: $0Net Assets 2010: $577,7772010Assets 2011: $556,385Liabilities 2011: $0Net Assets 2011: $556,3852011Assets 2012: $543,415Liabilities 2012: $0Net Assets 2012: $543,4152012Assets 2013: $571,352Liabilities 2013: $0Net Assets 2013: $571,3522013Assets 2014: $573,840Liabilities 2014: $0Net Assets 2014: $573,8402014Assets 2015: $574,062Liabilities 2015: $0Net Assets 2015: $574,0622015Assets 2016: $551,353Liabilities 2016: $0Net Assets 2016: $551,3532016Assets 2017: $540,474Liabilities 2017: $0Net Assets 2017: $540,4742017Assets 2018: $534,944Liabilities 2018: $0Net Assets 2018: $534,9442018Assets 2019: $518,890Liabilities 2019: $0Net Assets 2019: $518,8902019Assets 2021: $495,550Liabilities 2021: $0Net Assets 2021: $495,5502021

Highlighted filing

2011

Assets$556,385
Liabilities$0
Net Assets$556,385

Operations Trend

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

$100K$50K$0-$50KExpenses 2010: $44,2642010Expenses 2011: $38,4172011Expenses 2012: $35,4132012Revenue 2013: $66,154Expenses 2013: $38,108Net Income 2013: $28,0462013Revenue 2014: $45,422Expenses 2014: $42,930Net Income 2014: $2,4922014Revenue 2015: $40,769Expenses 2015: $40,485Net Income 2015: $2842015Revenue 2016: $14,427Expenses 2016: $36,974Net Income 2016: -$22,5472016Revenue 2017: $28,982Expenses 2017: $39,564Net Income 2017: -$10,5822017Revenue 2018: $35,818Expenses 2018: $41,212Net Income 2018: -$5,3942018Revenue 2019: $21,006Expenses 2019: $37,251Net Income 2019: -$16,2452019Revenue 2021: $21,505Expenses 2021: $37,857Net Income 2021: -$16,3522021

Highlighted filing

2011

Revenue-
Expenses$38,417
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Apr 18, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
M AND T TRUST COTrustee-$5,902-$5,902
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantNASON HOSPITALUNRESTRICTED GENERAL PURPOSESOPERATING FOUNDATIONROARING SPRING, PA, US$12,000
Paid GrantTRINITY UNITED METHODIST CHURCHUNRESTRICTED GENERAL PURPOSESNON PROFITROARING SPRING, PA, US$5,700
Paid GrantROARING SPRING BOROUGHUNRESTRICTED GENERAL PURPOSENON-PROFITROARING SPRING, PA, US$5,000
Paid GrantGARVER MEMORIAL YMCAUNRESTRICTED GENERAL PURPOSENON-PROFITROARING SPRING, PA, US$3,000
Paid GrantFRIENDSHIP VOLUNTEERUNRESTRICTED GENERAL PURPOSEDNON PROFITROARING SPRINGS, PA, US$3,000
Paid GrantMORRISON'S COVE MEMORIALGENERALN/AMARTINSBURG, PA, US$2,600
Paid GrantHOME NURSING AGENCYUNRESTRICTED GENERAL PURPOSESNON-PROFITALTOONA, PA, US$200
Filing and Contact Details

Filer

EIN
23-7875403
Raw XML AppendixShowing 400 of 587 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
InvestmentsOtherSchedule2/InvestmentsOther/BookValue077384
InvestmentsOtherSchedule2/InvestmentsOther/BookValue122995
InvestmentsOtherSchedule2/InvestmentsOther/BookValue223410
InvestmentsOtherSchedule2/InvestmentsOther/BookValue37266
InvestmentsOtherSchedule2/InvestmentsOther/BookValue410691
InvestmentsOtherSchedule2/InvestmentsOther/BookValue522032
InvestmentsOtherSchedule2/InvestmentsOther/BookValue610439
InvestmentsOtherSchedule2/InvestmentsOther/BookValue711293
InvestmentsOtherSchedule2/InvestmentsOther/BookValue810066
InvestmentsOtherSchedule2/InvestmentsOther/BookValue923851
InvestmentsOtherSchedule2/InvestmentsOther/BookValue103919
InvestmentsOtherSchedule2/InvestmentsOther/BookValue1116136
InvestmentsOtherSchedule2/InvestmentsOther/BookValue12118409
InvestmentsOtherSchedule2/InvestmentsOther/BookValue1322183
InvestmentsOtherSchedule2/InvestmentsOther/BookValue142538
InvestmentsOtherSchedule2/InvestmentsOther/BookValue1527326
InvestmentsOtherSchedule2/InvestmentsOther/BookValue1617978
InvestmentsOtherSchedule2/InvestmentsOther/BookValue1710175
InvestmentsOtherSchedule2/InvestmentsOther/BookValue188730
InvestmentsOtherSchedule2/InvestmentsOther/BookValue1912299
InvestmentsOtherSchedule2/InvestmentsOther/BookValue205130
InvestmentsOtherSchedule2/InvestmentsOther/BookValue218322
InvestmentsOtherSchedule2/InvestmentsOther/BookValue2222959
InvestmentsOtherSchedule2/InvestmentsOther/BookValue233903
InvestmentsOtherSchedule2/InvestmentsOther/BookValue241035
InvestmentsOtherSchedule2/InvestmentsOther/BookValue257948
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0MTB SHORT TERM CORP BOND #518
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1MTB LARGE CAP VALUE #327
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem2MTB INTERNATIONAL EQUITY #270
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem3T ROWE PRICE INSTIT LG CAP
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem4MTB MID CAP GROWTH #401
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem5HARBOR CAPITAL APPREC
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem6MTB LARGE CAP GROWTH #299
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem7MTB SMALL CAP GRWTH #555
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem8HARBOR INTERNATIONAL #11
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem9LAZARD EMERGING MKTS
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem10MASTERS SELECT INTL FUND
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem11GOLDMAN SACHS HIGH YIELD
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem12RIDGEWORTH SEIX
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem13GUINNESS ATKINSON CHINA & HK
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem14MORGAN STANLEY INST FD TR-INTL
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem15MTB INCOME-INST I FD #143
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem16LSV VALUE EQUITY FD
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem17ALPINE GLOBAL PREM PROP FD
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem18ING CLARION GLOB RE INCOME FD
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem19ISHARES MSCI EAFE INDEX FD
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem20ISHARES RUSSELL 1000 GROWTH
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem21ISHARES RUSSELL 1000 VALUE
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem22DREYFUS INTERNATIONAL BOND
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem23MFS EMERGING MAKTS DEBT FD
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem24ARTIO GLOBAL HIGH INCOME FD
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem25MAINSTAY EPOCK GLOBAL EQ YLD
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem26RS GLOBAL NATURAL RESOUCES
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem27SPDR S&P DIVIDEND ETF
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem28DWS FLOATING RATE PLUS INST
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem29FEDERATED ULTRA SHORT BOND-INS
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem30GUINNESS ATKINSON GLOBAL ENERG
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem31CBRE CLARION GLOBAL RE INCOME
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem32LITMAN GREGORY MASTERS INTL
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV078423
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV121831
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV222487
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV311449
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV414846
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV522994
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV610702
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV716286
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV811432
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV925240
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV104267
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV1115184
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV12127546
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV1322400
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV143493
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV1528476
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV1618102
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV179013
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV188948
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV1911852
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV205279
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV218350
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV2222933
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV233955
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV241751
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV259467
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV1AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV2AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV3AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV4AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV5AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV6AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV7AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV8AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV9AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV10AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV11AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV12AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV13AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV14AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV15AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV16AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV17AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV18AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV19AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV20AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV21AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV22AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV23AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV24AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV25AT COST
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount015515
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount01611
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount017126
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA017126
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm01611
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm05902
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss05902
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps031500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss031500
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm014710
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss015515
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-21291
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0101744
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss01611
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome010188
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCGAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm0231
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss01015
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps031500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm06133
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss038417
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome016321
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses017126
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm06133
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss06917
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncm00
IRS990PF/BalanceSheets/AccountsReceivableEOY00
IRS990PF/BalanceSheets/AccountsReceivableEOYFMV00
IRS990PF/BalanceSheets/AllwncForDbtflAcctOtherRcvbl00
IRS990PF/BalanceSheets/CapitalStockBOY0577777
IRS990PF/BalanceSheets/CapitalStockEOY0556385
IRS990PF/BalanceSheets/InvestmentsOtherBOY0556924
IRS990PF/BalanceSheets/InvestmentsOtherEOY0508417
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV0536706
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY020853
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY047968
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV047968
IRS990PF/BalanceSheets/TotalAssetsBOY0577777
IRS990PF/BalanceSheets/TotalAssetsEOY0556385
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0584674
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0577777
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0556385
IRS990PF/BalanceSheets/TotalNetAssetsBOY0577777
IRS990PF/BalanceSheets/TotalNetAssetsEOY0556385
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome01611
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis02063
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis11221
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis29785
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis3396
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis43945
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis56231
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis64541
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis72072
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis82390
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis9535
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis109560
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis11862
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis125269
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis134838
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1414394
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1519014
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis16544
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1712473
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02009-04-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12009-04-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22009-04-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32009-08-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired42010-12-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired52010-06-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired62009-04-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired72008-01-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired82007-06-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired92010-12-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired102007-08-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired112003-11-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired122008-02-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired132006-10-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired142007-05-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired152008-01-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired162009-01-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired172010-12-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired182007-08-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02011-02-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12011-12-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22011-12-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32011-12-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42011-12-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52011-12-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62011-12-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold72011-12-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold82011-12-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold92011-12-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold102011-12-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold112011-12-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold122011-12-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold132011-12-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold142011-12-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold152011-12-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold162011-12-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold172011-12-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold182011-12-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0.0127 ALPINE GLOBAL PREMIER PPTYS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1596. ALPINE GLOBAL PREMIER PPTYS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2302. CBRE CLARION GLBL REAL ESTATE INCOME
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3848.636 LSV VALUE EQUITY FUND STRATEGY
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset437.603 ARTIO GLOBAL HIGH INCOME CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5253.69 DREYFUS INTERNATIONAL BOND CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6110.269 HARBOR INTERNATIONAL FUND #11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset7321.426 T. ROWE PRICE INST LGE-CAP GROWTH
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset896.606 LITMAN GREGORY MSTR SLCT INT'L CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset9165.723 MFS EMERGING MARKETS DEBT FD-CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1026.951 MTB SM CAP GRWTH-INST I-FD #555
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset11962.695 MTB SH TERM CORP BD-INST I-#518
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1267.528 MTB MID CAP GRWTH-INST I-FD #401
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset13399.475 MTB LGE CAP VAL-INST I #327
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset14481.85 MTB LGE CAP GRWTH-INST I #299
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset151219.663 MTB INTL EQ-INST I-FD #270
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset162078.082 MTB INCOME FUND-INST I-FD #143
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1714.651 MORGAN STANLEY FOCUS GROWTH CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset181307.487 RIDGEWORTH SEIX FLT RATE HI INC CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss01066
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1814
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss21375
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss3-40
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss4223
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss5-533
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss6586
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss7-870
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss811
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss9-116
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss10231
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1160
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss12-1430
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss13-1118
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss14-5112
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss151455
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss16-35
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss17-1189
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses01066
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1814
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses21375
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses3-40
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses4223
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses5-533
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses6586
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses7-870
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses811
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses9-116
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses10231
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1160
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses12-1430
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses13-1118
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses14-5112
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses151455
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses16-35
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses17-1189
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice03129
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice12035
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice211160
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice3356
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice44168
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice55698
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice65127
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice71202
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice82401
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice9419
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice109791
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice11922
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice123839
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice133720
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice149282
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1520469
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice16509
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1711284
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-21291
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases0101
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0556486
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0577777
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0556385
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted031102
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj031102
IRS990PF/DistributableAmount/DistributableAmountBeforeDed031102
IRS990PF/DistributableAmount/MinimumInvestmentReturn031306
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0204
IRS990PF/DistributableAmount/TotalTax0204
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear0102
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded086
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0392
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0204
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment0188
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0204
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0204
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidWithExtension00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0392
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0584674
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0635646
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances025857
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0609789
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable09535
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn031306
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0626111
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0635646
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation05902
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0M AND T TRUST CO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10ONE M T PLAZA 8TH FLOOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0BUFFALO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0NY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode014203
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct034259
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets034157
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.054555
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.061458
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.046999
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.0636
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.046859
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.053857
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0626111
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10611928
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20553200
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30626336
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40711409
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50685633
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0102
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions031500
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1037608
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2026000
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3039835
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4033336
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5036926
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.272773
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions031500
IRS990PF/QualifyingDistributions/AmountsPaidAcqCharitableAssets00
IRS990PF/QualifyingDistributions/AmountsSetAsideCashDistriTest00
IRS990PF/QualifyingDistributions/AmountsSetAsideSuitabilityTest00
IRS990PF/QualifyingDistributions/ExpensesAndContributions031500
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm00
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions031500
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10MANUFACTURERS AND TRADERS TRUST CO
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber07168425506
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10ONE M T PLAZA 8TH FLOOR
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0BUFFALO
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0NY
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode014203
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2011 filings • $500k-$1M nonprofits