Civic Intelligence

The William E & Ann L Swan Foundation

990PF • Fiscal year 2016 • EIN 51-0516197

Jan 01, 2016 to Dec 31, 2016 • Filed on May 09, 2017

Organization Profile
5175 Lexor LaneClarence, NY 14031

(716) 741-3024

Siviq Scores

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

Liabilities / Assets

85th percentile

0.00x

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

2016 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

86th percentile

0.00x

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

2016 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2016

Net Margin

27th percentile

-103%

Higher net margin than 27% of similar nonprofits.

2016 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2016

Asset Growth

43rd percentile

-3.1%

Faster asset growth than 43% of similar nonprofits.

2016 filings • NTEE T22 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

41st percentile

-29%

Faster revenue growth than 41% of similar nonprofits.

2016 filings • NTEE T22 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets85th percentile

Assets

Down

$809,303

Down $25,986 (-3.1%) from 2015

Net Assets

Down

$809,303

Down $25,986 (-3.1%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin27th percentile

Revenue

Down

$25,160

Down $10,476 (-29%) from 2015

Expenses

Down

$51,146

Down $8,771 (-15%) from 2015

Net Income

Down

-$25,986

Down $1,705 (-7.0%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $894,285Liabilities 2011: $02011Assets 2012: $879,588Liabilities 2012: $0Net Assets 2012: $879,5882012Assets 2013: $875,275Liabilities 2013: $0Net Assets 2013: $875,2752013Assets 2014: $859,570Liabilities 2014: $0Net Assets 2014: $859,5702014Assets 2015: $835,289Liabilities 2015: $0Net Assets 2015: $835,2892015Assets 2016: $809,303Liabilities 2016: $0Net Assets 2016: $809,3032016Assets 2017: $795,436Liabilities 2017: $0Net Assets 2017: $795,4362017Assets 2018: $761,502Liabilities 2018: $0Net Assets 2018: $761,5022018Assets 2019: $769,951Liabilities 2019: $0Net Assets 2019: $769,9512019Assets 2020: $763,847Liabilities 2020: $0Net Assets 2020: $763,8472020Assets 2021: $3,613,391Liabilities 2021: $25,000Net Assets 2021: $3,588,3912021Assets 2022: $2,033,099Liabilities 2022: $0Net Assets 2022: $2,033,0992022Assets 2023: $658,984Liabilities 2023: $0Net Assets 2023: $658,9842023Assets 2024: $360,270Liabilities 2024: $0Net Assets 2024: $360,2702024

Highlighted filing

2016

Assets$809,303
Liabilities$0
Net Assets$809,303
Open 2016 Filing

Operations Trend

Revenue Growth41st percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $27,985Expenses 2011: $48,844Net Income 2011: -$20,8592011Expenses 2012: $50,8052012Revenue 2013: $53,511Expenses 2013: $57,824Net Income 2013: -$4,3132013Revenue 2014: $45,650Expenses 2014: $61,355Net Income 2014: -$15,7052014Revenue 2015: $35,636Expenses 2015: $59,917Net Income 2015: -$24,2812015Revenue 2016: $25,160Expenses 2016: $51,146Net Income 2016: -$25,9862016Revenue 2017: $40,874Expenses 2017: $54,741Net Income 2017: -$13,8672017Revenue 2018: $69,236Expenses 2018: $101,276Net Income 2018: -$32,0402018Revenue 2019: $80,292Expenses 2019: $71,843Net Income 2019: $8,4492019Revenue 2020: $48,135Expenses 2020: $54,239Net Income 2020: -$6,1042020Revenue 2021: $5,028,093Expenses 2021: $110,090Net Income 2021: $4,918,0032021Revenue 2022: $2,109,204Expenses 2022: $3,664,496Net Income 2022: -$1,555,2922022Revenue 2023: $14,752Expenses 2023: $1,360,807Net Income 2023: -$1,346,0552023Revenue 2024: $24,142Expenses 2024: $322,856Net Income 2024: -$298,7142024

Highlighted filing

2016

Revenue$25,160
Expenses$51,146
Net Income-$25,986
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 9, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANN L SWANTrustee-$0--
J MICHAEL FETTERTrustee-$0--
PAULINE KALENIKTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The William E & Ann L Swan Foundation
EIN
51-0516197
Phone
7167413024
Address
5175 LEXOR LANE, CLARENCE, NY 14031

Signing Officer

Name
Ann Swan
Title
Trustee
Phone
7167413024
Signed
2017-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Dopkins & Company Llp
Address
200 INTERNATIONAL DR, BUFFALO, NY 14221-5794
Preparer
Teresa M Majors
Phone
7166348800
Raw XML AppendixShowing 400 of 575 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/Amt01950
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0DOPKINS & COMPANY, LLP
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01950
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm011,281.63 SHS VANGUARD TL BOND MKT (VBTLX)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm12193.055 SHS VANGUARD SHORT TERM INVMT GRADE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm21513.498 SHS VANGUARD INFLATION PROCTED SEC ADM CL (VAIPX)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm34787.052 SHS PIMCO COMMODITIES PLUS STRATEGY INSTL (PCLIX)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm44042.133 SHS RIDGEWORTH FLOATING RATE INC FD (SAMBX)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0119536
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt123583
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt239121
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt342525
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt436332
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0120149
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt123312
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt238564
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt330829
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt435328
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt01762
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt119778
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt225504
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt32227
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt46227
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt59874
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt617723
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt718867
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt824160
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt933316
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1035093
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11177671
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1257150
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt130
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt140
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1520340
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1628626
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1719298
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1820747
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1914083
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt02250
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt119785
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt223061
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt32161
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt46314
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt514936
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt615282
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt718435
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt865322
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt976056
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1042904
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11329707
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1255906
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt130
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt140
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1537921
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1629233
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1719983
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1840835
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1913253
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm010 SHS ISHARES CORE S&P 500 ETF (IVV)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1390 ISHARES TRUST FLOATING RATE BD ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2430 SHS ISHARES TRUST CORE MSCI EAFE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm320 SHS ISHARES CORE U.S. AGGREGATE BOND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4175 SHS SPDR INDEX SHS FDS DJ WILSHIRE INTL (RWX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5160 SHS SPDR TR DJ WILSHIRE REIT (RWR)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6360 SHS ISHARES INC CORE MSCI EMERGING MKTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7375 VANGUARD MALVERN FDS SHORT TERM INFLATION PROTECTED SECS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8475 SHS ISHARES CORE S&P SMALL-CAP ETF (IJR)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9460 SHS ISHARES CORE S&P MID-CAP ETF (IJH)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101550 SHS SCHWAB STRATEGIC TR INTL EQ ETF (SCHF)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111475 SHS S&P 500 ETF TR UNIT SER 1 (SPY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm123060 SHS KEYCORP NEW, KEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm136,000 SHS FIRST NIAGARA FINL GROUP INC NEW (FNFG)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1475 SHS SCHWAB STRATEGIC TR US AGGREGATE BD ETF (SCHZ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm151815.261 SHS DFA US MICRO CAP PRTF INSTL (DFSCX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm161220.578 DIMENSIONAL EMERGING MKTS VAL PRTF INSTL (DFEVX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm171157.072 SHS DFA INTERNATIONAL SMALL COMPANY PORT (DFISX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm181163.71 SHS DFA LARGE CAP VALUE (DFLVX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19790.751 SHS DFA INTERNATIONAL VALUE PRTF INSTL
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt023335
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01824
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt025160
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt025160
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01950
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01950
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01824
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt046000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt046000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt023335
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt023335
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-25986
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt070545
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01824
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt020905
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt02008
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt02008
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0297
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01188
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt046000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt04255
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt051146
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt025160
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt025160
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt04255
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt05146
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02015-12-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12016-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22013-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32013-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42013-11-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52014-05-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62012-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72011-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt03353
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1549
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt26104
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt33523
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt43804
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt53362
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt63890
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt714431
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt810191
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt9464
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1019050
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0526
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2190
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3744
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt42
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-316
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt679
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-9
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt84076
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9-40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10-6579
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt113152
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0526
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2190
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3744
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt42
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-316
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt679
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-9
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt84076
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-6579
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt113152
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt03879
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1548
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt26294
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt34267
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt43806
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt53046
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt63969
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt714422
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt814267
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9424
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1012471
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt113152
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0188.003 SHS DFA US MICRO CAP PRTF INSTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc149.389 SHS VANGUARD TOTAL BOND MARKET INDEX ADMIRAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2331.833 SHS DFA US MICRO CAP PRTF INSTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc320 SHS ISHARES CORE S&P 500 ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc475 SHS ISHARES TRUST FLOATING RATE BD ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5367.91 SHS RIDGEWORTH FLOATING RATE INCOME FDI
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc675 SHS SCHWAB STRATEGIC TR US AGGREGATE BD ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc71300.746 SHS VANGUARD TOTAL BOND MARKET INDEX ADMIRAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8686.605 SHS DFA MICRO CAP PRTF INSTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc951.252 SHS RIDGEWORTH FLOATING RATE INCOME FD I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc101020 SHS KEYCORP NEW, KEY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-11-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-08-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22016-06-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32016-06-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42016-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52016-04-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62016-06-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72016-08-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82016-11-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92016-04-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102016-08-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01824
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-25986
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0809303
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0835289
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0809303
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt050071
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt050071
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt050071
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt050489
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0418
IRS990PF/DistributableAmountGrp/TotalTaxAmt0418
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0418
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0418
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0418
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0418
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt01077286
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0835289
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0809303
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt05010
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt013800
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt013800
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0242980
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0261097
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0248182
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0585031
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0532446
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0813344
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt02268
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt01960
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt01960
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0835289
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0809303
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01077286
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0835289
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0809303
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0835289
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0809303
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01025165
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt08472
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01016693
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt015377
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt050489
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01009788
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01025165
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ANN L SWAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1J MICHAEL FETTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2PAULINE KALENIK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt05175 LEXOR LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt125 BROAD BENT COURT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt234 RADCLIFFE ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CLARENCE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1EAST AMHERST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2BUFFALO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd014031
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd114051
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd214214
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt051226
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt051435
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt054500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt056000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt053000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt046000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt043750
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.050729
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.052367
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.052455
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.052421
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.049680
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.046720
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0209
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01009788
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01040725
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01067582
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01011041
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0925923
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0936437
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt046000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.253643
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt046000
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt046000
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt046000
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/IndividualWithBooksNm0ANN SWAN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt05175 LEXOR LANE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CLARENCE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd014031
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum07167413024
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0ANN L SWAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt33000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt45000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt53000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt62500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt75000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt83000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt92500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt105000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt115000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CHARITABLE

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$809,303
Liabilities
$0
Net assets
$809,303
Revenue
$25,160
Expenses
$51,146
Net income
-$25,986
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.02$0.32$0.30
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.66$0.00$0.66$0.01$1.36$1.35
2022Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$2.11$3.66$1.56
2021Detailed filing. Detailed filing data is available for this year.$3.61$0.03$3.59$5.03$0.11$4.92
2020Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.05$0.05$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.08$0.07$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.07$0.10$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.04$0.05$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.03$0.05$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.04$0.06$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.05$0.06$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.05$0.06$0.00
2012Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.05
2011Summary only. Only limited summary data is available for this year.$0.89$0.00$0.03$0.05$0.02