Civic Intelligence

John T Funk Jr Tw Charitable

990PF • Fiscal year 2019 • EIN 25-6351121

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 02, 2020

Organization Profile
285 Delaware Avenue 3rd FloorBuffalo, NY 14202

(814) 847-5601

Siviq Scores

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

Liabilities / Assets

79th percentile

0.00x

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

2019 filings • NTEE T20 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

78th percentile

0.00x

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

2019 filings • NTEE T20 • <$500k nonprofits • Source year 2019

Net Margin

27th percentile

-69%

Higher net margin than 27% of similar nonprofits.

2019 filings • NTEE T20 • <$500k nonprofits • Source year 2019

Top Officer Pay

96th percentile

$4,933

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 56.3% of source-year revenue.

2019 filings • NTEE T20 • <$500k nonprofits • Source year 2019

Asset Growth

43rd percentile

-3.1%

Faster asset growth than 43% of similar nonprofits.

2019 filings • NTEE T20 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

25th percentile

-45%

Faster revenue growth than 25% of similar nonprofits.

2019 filings • NTEE T20 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets79th percentile

Assets

Down

$188,074

Down $6,052 (-3.1%) from 2018

Net Assets

Down

$188,074

Down $6,052 (-3.1%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin27th percentile

Revenue

Down

$8,758

Down $7,206 (-45%) from 2018

Expenses

Up

$14,844

Up $110 (+0.7%) from 2018

Net Income

Down

-$6,086

Down $7,316 (-595%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$300K$200K$100K$0Assets 2010: $184,956Liabilities 2010: $0Net Assets 2010: $184,9562010Assets 2011: $178,139Liabilities 2011: $0Net Assets 2011: $178,1392011Assets 2012: $176,909Liabilities 2012: $0Net Assets 2012: $176,9092012Assets 2013: $179,429Liabilities 2013: $0Net Assets 2013: $179,4292013Assets 2014: $200,295Liabilities 2014: $0Net Assets 2014: $200,2952014Assets 2015: $204,815Liabilities 2015: $0Net Assets 2015: $204,8152015Assets 2016: $193,762Liabilities 2016: $0Net Assets 2016: $193,7622016Assets 2017: $192,948Liabilities 2017: $0Net Assets 2017: $192,9482017Assets 2018: $194,126Liabilities 2018: $0Net Assets 2018: $194,1262018Assets 2019: $188,074Liabilities 2019: $0Net Assets 2019: $188,0742019Assets 2020: $178,431Liabilities 2020: $0Net Assets 2020: $178,4312020Assets 2021: $182,328Liabilities 2021: $0Net Assets 2021: $182,3282021Assets 2022: $177,750Liabilities 2022: $0Net Assets 2022: $177,7502022Assets 2023: $175,509Liabilities 2023: $0Net Assets 2023: $175,5092023Assets 2024: $178,131Liabilities 2024: $0Net Assets 2024: $178,1312024

Highlighted filing

2019

Assets$188,074
Liabilities$0
Net Assets$188,074
Open 2019 Filing

Operations Trend

Revenue Growth25th percentile

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

$40K$20K$0-$20KExpenses 2010: $13,5292010Expenses 2011: $14,4282011Expenses 2012: $13,0032012Revenue 2013: $16,594Expenses 2013: $14,050Net Income 2013: $2,5442013Revenue 2014: $36,230Expenses 2014: $15,362Net Income 2014: $20,8682014Revenue 2015: $20,193Expenses 2015: $15,670Net Income 2015: $4,5232015Revenue 2016: $3,376Expenses 2016: $14,431Net Income 2016: -$11,0552016Revenue 2017: $15,155Expenses 2017: $15,970Net Income 2017: -$8152017Revenue 2018: $15,964Expenses 2018: $14,734Net Income 2018: $1,2302018Revenue 2019: $8,758Expenses 2019: $14,844Net Income 2019: -$6,0862019Revenue 2020: $4,775Expenses 2020: $14,453Net Income 2020: -$9,6782020Revenue 2021: $19,292Expenses 2021: $15,358Net Income 2021: $3,9342021Revenue 2022: $11,506Expenses 2022: $16,062Net Income 2022: -$4,5562022Revenue 2023: $8,911Expenses 2023: $11,107Net Income 2023: -$2,1962023Revenue 2024: $14,746Expenses 2024: $11,919Net Income 2024: $2,8272024

Highlighted filing

2019

Revenue$8,758
Expenses$14,844
Net Income-$6,086
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 2, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteeFT$4,933-$4,933
Filing and Contact Details

Filer

Filer Name
Funk John T Jr Tw Charitable
EIN
25-6351121
Phone
8148475601
Address
285 DELAWARE AVENUE 3RD FLOOR, BUFFALO, NY 14202

Signing Officer

Name
M T Trust Company
Title
Vice President
Phone
8148475601
Signed
2020-04-02
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
2100 E CARY ST SUITE 201, RICHMOND, VA 23223
Preparer
Eric W Coursey
Phone
8043444548
Raw XML AppendixShowing 400 of 570 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/GainsMinusExcessOrLossesAmt3-174
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt484
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5258
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt61169
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7162
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8110
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt974
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1019
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1166
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12192
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1355
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14540
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1634
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1758
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1826
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1956
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt20252
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt217
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt22137
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2372
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt03799
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11398
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2878
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt315799
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4312
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt51051
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt64744
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7760
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt82280
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt93969
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10403
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11834
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt121454
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13791
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt144575
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt152015
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt16428
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt17495
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt18622
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt19967
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt201565
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21258
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt221057
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt231713
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0385.734 AQR STYLE PREMIA ALT LV CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc155.607 LSV VALUE EQUITY FUND STRATEGY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc282.287 FEDERATED TOTAL RETURN BOND CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc31457.445 FEDERATED TOTAL RETURN BOND CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc419.822 WCM FOCUSED INTL GROWTH FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc57. ISHARES RUSSELL 1000 GROWTH ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc630. ISHARES RUSSELL 1000 GROWTH ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc75. ISHARES RUSSELL 1000 GROWTH ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc815. ISHARES RUSSELL 1000 GROWTH ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc971. ISHARES EDGE MSCI MIN VOL USA ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc107. ISHARES EDGE MSCI MIN VOL USA ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1114. ISHARES EDGE MSCI MIN VOL USA ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1223. ISHARES EDGE MSCI MIN VOL USA ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc139. ISHARE EDGE MSCI USA QLTY FACTOR ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1451. ISHARE EDGE MSCI USA QLTY FACTOR ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1534. ISHARES CORE MSCI EAFE ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc167. ISHARES CORE MSCI EAFE ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1710. ISHARES CORE MSCI EMERGING
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1855.437 WILMINGTON GLOBAL ALPHA EQUITIES FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1984.789 WILMINGTON GLOBAL ALPHA EQUITIES FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2070.022 WILMINGTON LARGE-CAP STRATEGY FUND-I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2117.623 WILMINGTON REAL ASSET FUND-I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22125.833 WILMINGTON INTERNATIONAL FUND-I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23180.506 WILMINGTON BROAD MARKET BOND FUND -I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc24CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-07-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-06-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32019-06-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42019-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52019-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62019-05-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72019-05-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82019-05-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92019-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102019-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112019-05-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122019-11-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132019-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142019-08-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152019-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162019-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172019-05-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182019-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192019-05-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202019-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212019-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt222019-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt232019-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt04319
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-6086
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0154
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0188
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0188228
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0194126
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0188074
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt09696
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt09696
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt09696
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt09771
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt075
IRS990PF/DistributableAmountGrp/TotalTaxAmt075
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt076
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0220
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt075
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0145
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt069
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt075
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt075
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0220
IRS990PF/FMVAssetsEOYAmt0206849
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0194126
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0188074
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0185176
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0183649
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0202424
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt08950
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt04425
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt04425
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0194126
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0188074
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0206849
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0194126
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0188074
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0194126
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0188074
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0198389
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt07446
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0190943
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02976
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt09771
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0195413
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0198389
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt040
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0M AND T TRUST COMPANY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt04933
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0285 Delaware Avenue 3rd Floor
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BUFFALO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd014202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt010192
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt010230
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt09500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt010762
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt010861
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt010697
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt011280
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.052158
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.047458
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.053363
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.056198
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.05159
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.052183
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt038
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0195413
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0200177
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0201675
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0193263
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0207345
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0216162
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt09500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.260792
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt09500
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt09500
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt09500
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00

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Filings

Displayed year

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

Open filing
Assets
$188,074
Liabilities
$0
Net assets
$188,074
Revenue
$8,758
Expenses
$14,844
Net income
-$6,086
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.15$0.12$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.09$0.11$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.12$0.16$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.19$0.15$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.05$0.14$0.10
2019Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.09$0.15$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.16$0.15$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.15$0.16$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.03$0.14$0.11
2015Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.20$0.16$0.05
2014Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.36$0.15$0.21
2013Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.17$0.14$0.03
2012Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.13
2011Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.14
2010Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.14