Civic Intelligence

Staheli Foundation

990PF • Fiscal year 2017 • EIN 31-1551307

Oct 01, 2016 to Sep 30, 2017 • Filed on Aug 13, 2018

Organization Profile
403 Del Mar DriveSt George, UT 84790

(303) 694-2190

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

100th percentile

2555%

Higher net margin than 100% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

13th percentile

-7.3%

Faster asset growth than 13% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$1,832,725

Down $144,284 (-7.3%) from 2016

Net Assets

Down

$1,832,725

Down $144,284 (-7.3%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$5,647

Down $116,586 (-105%) from 2016

Expenses

Up

$138,637

Up $102,301 (+282%) from 2016

Net Income

Down

-$144,284

Down $218,887 (-293%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,003,017Liabilities 2010: $0Net Assets 2010: $2,003,0172010Assets 2011: $1,990,696Liabilities 2011: $0Net Assets 2011: $1,990,6962011Assets 2012: $1,905,044Liabilities 2012: $31,000Net Assets 2012: $1,874,0442012Assets 2013: $1,817,897Liabilities 2013: $0Net Assets 2013: $1,817,8972013Assets 2014: $1,912,565Liabilities 2014: $0Net Assets 2014: $1,912,5652014Assets 2016: $1,977,009Liabilities 2016: $0Net Assets 2016: $1,977,0092016Assets 2017: $1,832,725Liabilities 2017: $0Net Assets 2017: $1,832,7252017Assets 2018: $1,869,429Liabilities 2018: $0Net Assets 2018: $1,869,4292018Assets 2019: $1,801,278Liabilities 2019: $0Net Assets 2019: $1,801,2782019Assets 2020: $1,775,637Liabilities 2020: $0Net Assets 2020: $1,775,6372020Assets 2021: $1,819,936Liabilities 2021: $0Net Assets 2021: $1,819,9362021Assets 2022: $1,936,888Liabilities 2022: $0Net Assets 2022: $1,936,8882022

Highlighted filing

2017

Assets$1,832,725
Liabilities$0
Net Assets$1,832,725
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100K-$200KExpenses 2010: $104,9582010Expenses 2011: $115,6892011Expenses 2012: $111,5892012Expenses 2013: $122,5852013Revenue 2014: $206,930Expenses 2014: $112,262Net Income 2014: $94,6682014Revenue 2016: $110,939Expenses 2016: $36,336Net Income 2016: $74,6032016Revenue 2017: -$5,647Expenses 2017: $138,637Net Income 2017: -$144,2842017Revenue 2018: $164,898Expenses 2018: $128,194Net Income 2018: $36,7042018Revenue 2019: $93,229Expenses 2019: $161,380Net Income 2019: -$68,1512019Revenue 2020: $107,800Expenses 2020: $133,441Net Income 2020: -$25,6412020Revenue 2021: $188,022Expenses 2021: $143,723Net Income 2021: $44,2992021Revenue 2022: $205,261Expenses 2022: $88,309Net Income 2022: $116,9522022

Highlighted filing

2017

Revenue-$5,647
Expenses$138,637
Net Income-$144,284
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Aug 13, 2018
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AFTON STAHELIDirector/President-$0--
GAYE PRICEDirector-$0--
TODD STAHELIDirector-$0--
SHARMAINE BARONEDirector-$0--
SHANNON WHITEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Staheli Foundation
EIN
31-1551307
Phone
3036942190
Address
403 DEL MAR DRIVE, ST GEORGE, UT 84790

Signing Officer

Name
Afton Staheli
Title
Director & Secretary
Phone
3036942190
Signed
2018-08-13
Discuss with paid preparer
Yes

Preparer

Firm
Amg National Trust Bank
Address
6295 GREENWOOD PLAZA BLVD, GREENWOOD VILLAGE, CO 80111-4908
Preparer
Mary Kaye Johnston CPA
Phone
3036942190
Raw XML AppendixShowing 400 of 515 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt05295
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION & ACCOUNTING
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01324
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt03971
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt00
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt10
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2106830
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt331955
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt423360
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt538218
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt672399
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt744154
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt851634
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt933546
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1029501
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11176032
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1242188
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt13100155
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1432443
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt15130021
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt160
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1739437
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt180
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1921691
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt21129630
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2297625
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt23324286
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2462980
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2538803
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2622840
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2796616
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt00
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2104079
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt330601
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt420669
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt561216
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6101066
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt767824
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt850400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt958978
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1037167
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11198235
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1249385
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1398134
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1453432
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt15156817
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt160
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1743867
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt180
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1922118
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt21167720
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2284369
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt23323513
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2475737
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2550685
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2627038
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt27114339
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0AMG 3780 - ASTON FAIRPOINT ASTON RIVER RD SMALL CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1AMG 3780 - ASTON FAIRPOINT MID CAP FUND CL I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AMG 3780 - BLACKROCK STRATEGIC INCOME OPPORTUNITIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3AMG 3780 - BUFFALO MID CAP FUND # 1446
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4AMG 3780 - BUFFALO SMALL CAP FUND #1444
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5AMG 3780 - DIAMOND HILL LARGE CAP FUND-A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6AMG 3780 - DODGE & COX INTL STOCK FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7AMG 3780 - DODGE & COX STOCK FUND #145
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8AMG 3780 - FPA NEW INCOME INC FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9AMG 3780 - HARBOR MID CAP VALUE FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10AMG 3780 - HARBOR SMALL CAP GROWTH INV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11AMG 3780 - ISHARES MSCI ACWI EX US INDEX FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12AMG 3780 - ISHARES MSCI EMU
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13AMG 3780 - ISHARES COHEN & STEERS RLTY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14AMG 3780 - JENSEN PORTFOLIO CL I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15AMG 3780 - LONGLEAF PARTNERS INTERNATIONAL FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16AMG 3780 - MARSICO FOCUS FUND #40
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17AMG 3780 - ROYCE PREMIER FUND (INV CL) #265
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18AMG 3780 - SCOUT INTERNATIONAL FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19AMG 3780 - SCOUT UNCONSTRAINED BOND-Y
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20AMG 3780 - T ROWE PRICE INTERNATIONAL BOND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21AMG 3780 - T ROWE PRICE INTERNATIONAL DISCOVERY FUND #38
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22AMG 3780 - VANGUARD ENERGY FUND INVESTOR SHS #51
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23AMG 3780 - VANGUARD SHORT TERM INVESTMENT GRADE ADMIRAL CL FUND #0539
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24AMG 3780 - WILLIAM BLAIR INTL GROWTH-I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25AMG 3780 - AMG FAIRPOINTE MID CAP FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26AMG 3780 - AMG RIVER ROAD SMALL CAP VALUE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27AMG 3780 - CAUSEWAY INTERNATIONAL VALUE INV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt00
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt20
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt40
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt50
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt60
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt70
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt80
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt90
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt100
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt110
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt120
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt130
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0AMG 4903 - BP PRUDHOE BAY ROYALTY TRUST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1AMG 4903 - CHESAPEAKE GRANITE WASH TRUST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2AMG 4903 - DORCHESTER MINERALS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3AMG 4903 - ECA MARCELLUS TRUST I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4AMG 4903 - ENDURO ROYALTY TRUST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5AMG 4903 - HUGOTON ROYALTY TRUST TEXAS UNIT BEN INT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6AMG 4903 - MV OIL TRUST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7AMG 4903 - PERMIAN BASIN ROYALTY TRUST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8AMG 4903 - SABINE ROYALTY TRUST - SBI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9AMG 4903 - SAN JUAN BASIN ROYALTY TRUST -UBI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10AMG 4903 - SANDRIDGE PERMIAN TRUST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11AMG 4903 - SANDRIDGE MISSISSIPIAN TRUST I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12AMG 4903 - SANDRIDGE MISSISSIPIAN TRUST II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13AMG 4903 - VOC ENERGY TRUST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt00
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt20
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt30
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt40
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt50
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt60
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt70
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt80
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt90
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt100
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt110
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt120
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt130
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt035831
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-42723
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt07
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt01238
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd015
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0-5647
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0-5647
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01324
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt03971
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt05295
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0123700
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0123700
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt035831
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt035831
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-144284
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0236149
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt07
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt07
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-42723
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt027073
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0230
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0230
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0840
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt01238
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01238
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt05802
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt05802
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt03000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0125254
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt010003
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0138637
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt037076
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0-5647
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01554
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt010003
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt014937
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt023542
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1204776
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt250554
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01326
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-29214
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-37238
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt322403
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01326
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-29214
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-37238
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt322403
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt024868
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1175562
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt213316
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt322403
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0AMG 3780-PUBLICLY TRADED SECURITIES SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1AMG 3780-PUBLICLY TRADED SECURITIES LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2AMG 4903-PUBLICLY TRADED SECURITIES LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-42723
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-144284
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01832725
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01977009
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01832725
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt096726
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt096726
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt096726
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt096997
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0271
IRS990PF/DistributableAmountGrp/TotalTaxAmt0271
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt03234
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03505
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0271
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt03234
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0271
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0271
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03505
IRS990PF/FMVAssetsEOYAmt02083770
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt0266
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt0216
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt0266
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt0266
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01830922
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01746344
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01997389
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt050552
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01977009
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01832725
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt095319
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt086115
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt086115
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01977009
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01832725
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02083770
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01977009
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01832725
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01977009
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01832725
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01969478
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt070282
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01899196
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt029542
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt096997
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01939936
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01969478
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0AFTON STAHELI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1GAYE PRICE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2TODD STAHELI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3SHARMAINE BARONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4SHANNON WHITE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR/PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0403 DEL MAR DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt13542 SUGAR LEO ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt23473 SUGAR LEO ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt317 SPOONWOOD ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4143 CHESTNUT HILL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0ST GEORGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1ST GEORGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2ST GEORGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3WILTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4WILTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0UT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1UT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2UT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd084790
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd184790
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd284790
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd306897
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd406897
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt094106
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt094377
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt026088
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0151759
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0102715
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0112692
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt097163
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.048510
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.013862
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.073003
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.047102
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.056781
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.051804
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0271
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01939936
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01881967
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02078815
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02180689
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01984681
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01875577
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0125254
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.242552
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0124983
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0125254
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0271
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0125254
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0AMG NATIONAL TRUST BANK
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt06295 GREENWOOD PLAZA BLVD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0GREENWOOD VILLAGE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0801114908
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,832,725
Liabilities
$0
Net assets
$1,832,725
Revenue
-$5,647
Expenses
$138,637
Net income
-$144,284
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.94$0.00$1.94$0.21$0.09$0.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.82$0.00$1.82$0.19$0.14$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.11$0.13$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.80$0.00$1.80$0.09$0.16$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.16$0.13$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.01$0.14$0.14
2016Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.11$0.04$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.21$0.11$0.09
2013Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.12
2012Detailed filing. Detailed filing data is available for this year.$1.91$0.03$1.87$0.11
2011Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.12
2010Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.10