Civic Intelligence

Tuw William B Anderson (Pf)

990PF • Fiscal year 2011 • EIN 73-6338781

Jan 01, 2011 to Dec 31, 2011 • Filed on Apr 03, 2012

One M T Plaza 8th Floor14203
Siviq Scores

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

Liabilities / Assets

84th percentile

0.00x

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

2011 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

88th percentile

$13,214

Higher top officer pay than 88% of similar nonprofits.

2011 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2011

Asset Growth

46th percentile

-1.0%

Faster asset growth than 46% of similar nonprofits.

2011 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$1,314,275

Down $12,630 (-1.0%) from 2010

Net Assets

Down

$1,314,275

Down $12,630 (-1.0%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$66,163

Down $16,624 (-20%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,326,905Liabilities 2010: $0Net Assets 2010: $1,326,9052010Assets 2011: $1,314,275Liabilities 2011: $0Net Assets 2011: $1,314,2752011Assets 2012: $1,288,755Liabilities 2012: $0Net Assets 2012: $1,288,7552012Assets 2013: $1,263,412Liabilities 2013: $0Net Assets 2013: $1,263,4122013Assets 2014: $1,293,747Liabilities 2014: $0Net Assets 2014: $1,293,7472014Assets 2015: $1,241,206Liabilities 2015: $0Net Assets 2015: $1,241,2062015Assets 2016: $1,299,783Liabilities 2016: $0Net Assets 2016: $1,299,7832016Assets 2017: $1,295,830Liabilities 2017: $0Net Assets 2017: $1,295,8302017Assets 2018: $1,408,663Liabilities 2018: $0Net Assets 2018: $1,408,6632018Assets 2019: $1,566,425Liabilities 2019: $0Net Assets 2019: $1,566,4252019Assets 2020: $1,515,152Liabilities 2020: $0Net Assets 2020: $1,515,1522020Assets 2021: $1,544,104Liabilities 2021: $0Net Assets 2021: $1,544,1042021Assets 2022: $1,531,705Liabilities 2022: $0Net Assets 2022: $1,531,7052022Assets 2023: $1,512,507Liabilities 2023: $0Net Assets 2023: $1,512,5072023Assets 2024: $1,519,509Liabilities 2024: $0Net Assets 2024: $1,519,5092024

Highlighted filing

2011

Assets$1,314,275
Liabilities$0
Net Assets$1,314,275

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2010: $82,7872010Expenses 2011: $66,1632011Expenses 2012: $60,8462012Revenue 2013: $66,669Expenses 2013: $92,001Net Income 2013: -$25,3322013Revenue 2014: $129,339Expenses 2014: $99,001Net Income 2014: $30,3382014Revenue 2015: $44,785Expenses 2015: $103,085Net Income 2015: -$58,3002015Revenue 2016: $161,191Expenses 2016: $96,585Net Income 2016: $64,6062016Revenue 2017: $104,117Expenses 2017: $107,349Net Income 2017: -$3,2322017Revenue 2018: $219,780Expenses 2018: $104,543Net Income 2018: $115,2372018Revenue 2019: $270,413Expenses 2019: $112,717Net Income 2019: $157,6962019Revenue 2020: $63,011Expenses 2020: $114,736Net Income 2020: -$51,7252020Revenue 2021: $109,834Expenses 2021: $80,400Net Income 2021: $29,4342021Revenue 2022: $108,053Expenses 2022: $119,360Net Income 2022: -$11,3072022Revenue 2023: $93,562Expenses 2023: $111,858Net Income 2023: -$18,2962023Revenue 2024: $114,535Expenses 2024: $106,576Net Income 2024: $7,9592024

Highlighted filing

2011

Revenue-
Expenses$66,163
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Apr 3, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MANUFACTURERS AND TRADERS TRUSTTrustee-$13,214-$13,214
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantDERRY PRESBYTERIAN CHURCHRELIGIOUSN/AHERSHEY, PA, US$52,163
Filing and Contact Details

Filer

EIN
73-6338781
Raw XML AppendixShowing 400 of 426 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
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue019584
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue118690
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue23804
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue322385
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue419810
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue522120
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue617938
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue724032
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue814668
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue99754
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1021126
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1116317
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1223388
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1320385
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1420997
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1519278
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue169420
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1717115
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1820287
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1922432
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2016479
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2120190
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2216432
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2323136
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2418882
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2521765
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue266141
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2721669
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2824072
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue293920
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue308721
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV098314
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV120432
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV27413
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV32780
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV418080
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV51316
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV632337
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV729148
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV821232
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV95752
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1010746
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1128287
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1233904
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1318188
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1445970
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1519674
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1628080
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1725210
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1824505
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1922066
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2019905
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2116230
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2220013
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2332820
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2425680
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2521957
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV268024
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2719292
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2816026
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV296463
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3019620
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13M - CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2ALTRIA GROUP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5CITIGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6COLGATE PALMOLIVE CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8DOMINION RESOURCES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9DOW CHEMICAL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10GENERAL ELECTRIC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11GENERAL MILLS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12EXXON
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14INTERNATIONAL BUSINESS MACHINE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16LAUDER ESTEE CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17MCCORMICK & CO NON VOTING
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18MERCK & CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19MICROSOFT & CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22PROCTOR & GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24ROCKWELL AUTOMATION
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock25UNITED PARCEL SERVICE CL B
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock26VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock27WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock28ZIMMER HLDGS INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock29KRAFT
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock30PHILIP MORRIS INT'L
InvestmentsOtherSchedule2/InvestmentsOther/BookValue0322587
InvestmentsOtherSchedule2/InvestmentsOther/BookValue1128666
InvestmentsOtherSchedule2/InvestmentsOther/BookValue272184
InvestmentsOtherSchedule2/InvestmentsOther/BookValue353576
InvestmentsOtherSchedule2/InvestmentsOther/BookValue442940
InvestmentsOtherSchedule2/InvestmentsOther/BookValue579252
InvestmentsOtherSchedule2/InvestmentsOther/BookValue650000
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0FEDERATED TOTAL RETURN
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1MTB US GOVT BD #822
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem2BRIDGEWAY ULTRA
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem3CRM MID CAP
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem4DODGE & COX
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem5HARBOR CAP APPRE
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem6HARBOR INT'L FD
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem7RIDGEWORTH SEIX FLOATING RATE
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV0345840
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV1140489
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV256108
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV351885
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV452293
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV584346
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV647685
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV1AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV2AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV3AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV4AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV5AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV6AT COST
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount043456
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount010076
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount053532
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA053532
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm010076
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm013214
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss013214
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps052163
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss052163
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm043325
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss043456
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-12631
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice083093
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss010076
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome039905
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCGAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm0282
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss0786
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps052163
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm013496
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss066163
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome053401
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses053532
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm013496
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss014000
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncm00
IRS990PF/BalanceSheets/AccountsReceivableEOY00
IRS990PF/BalanceSheets/AccountsReceivableEOYFMV00
IRS990PF/BalanceSheets/AllwncForDbtflAcctOtherRcvbl00
IRS990PF/BalanceSheets/CapitalStockBOY01326905
IRS990PF/BalanceSheets/CapitalStockEOY01314275
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0552471
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0544937
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV0699464
IRS990PF/BalanceSheets/InvestmentsOtherBOY0759561
IRS990PF/BalanceSheets/InvestmentsOtherEOY0749205
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV0778646
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY014873
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY020133
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV020133
IRS990PF/BalanceSheets/TotalAssetsBOY01326905
IRS990PF/BalanceSheets/TotalAssetsEOY01314275
IRS990PF/BalanceSheets/TotalAssetsEOYFMV01498243
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY01326905
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY01314275
IRS990PF/BalanceSheets/TotalNetAssetsBOY01326905
IRS990PF/BalanceSheets/TotalNetAssetsEOY01314275
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome010076
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis059421
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis16060
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis27536
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02008-03-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12005-09-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22005-07-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02011-02-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12011-06-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22011-09-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0438.886 DODGE & COX STOCK FUND #005-005
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1200. HARBOR CAPITAL APPRECIATION FUND #12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2200. ESTEE LAUDER COMPANIES INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0-8629
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss11904
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss211858
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses0-8629
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses11904
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses211858
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice050792
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice17964
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice219394
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-12631
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases01
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal01314275
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY01326905
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY01314275
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted073125
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj073125
IRS990PF/DistributableAmount/DistributableAmountBeforeDed073125
IRS990PF/DistributableAmount/MinimumInvestmentReturn073923
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0798
IRS990PF/DistributableAmount/TotalTax0798
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0540
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0798
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0798
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0798
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue0258
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidWithExtension00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0540
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY01498243
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets01500982
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances09350
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities01491632
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable022515
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn073923
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets01478467
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets01500982
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation013214
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0MANUFACTURERS AND TRADERS TRUST
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10ONE MT PLAZA 8TH FLR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0BUFFALO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0NY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode014203
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct068147
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets067748
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.045823
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.050565
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.049908
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.051754
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.053234
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.023654
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets01478467
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear101375485
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear201246969
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear301471820
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear401680720
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear501571571
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0399
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions052163
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1069551
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2062234
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3076172
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4089472
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5037174
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.229115
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions052163
IRS990PF/QualifyingDistributions/AmountsPaidAcqCharitableAssets00
IRS990PF/QualifyingDistributions/AmountsSetAsideCashDistriTest00
IRS990PF/QualifyingDistributions/AmountsSetAsideSuitabilityTest00
IRS990PF/QualifyingDistributions/ExpensesAndContributions052163
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm00
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions052163
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10MANUFACTURERS AND TRADERS TRUST CO
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber07168425506
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10ONE M AND T PLAZA 8TH FLR
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0BUFFALO
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0NY
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode014203
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0PA
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount052163
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0RELIGIOUS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10DERRY PRESBYTERIAN CHURCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10248 EAST DERRY ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0HERSHEY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode017033
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear052163
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear052163
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted073125
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear101317
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear20459
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear303420
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear406650
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus011846
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY011846
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/ExcessFromCurrentYear00
IRS990PF/UndistributedIncome/ExcessFromYear100
IRS990PF/UndistributedIncome/ExcessFromYear200
IRS990PF/UndistributedIncome/ExcessFromYear300
IRS990PF/UndistributedIncome/ExcessFromYear400
IRS990PF/UndistributedIncome/PriorYear102009
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions052163
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover011846
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY09116
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherIncreasesSchedule/OtherIncreases/Amount01
OtherIncreasesSchedule/OtherIncreases/Description0ROUNDING
TaxesSchedule/Taxes/Amount0504
TaxesSchedule/Taxes/Amount1282
TaxesSchedule/Taxes/Category0FEDERAL ESTIMATED TAX DEPOSITS
TaxesSchedule/Taxes/Category1FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/NetInvestmentIncome00
TaxesSchedule/Taxes/NetInvestmentIncome1282
ReturnHeader/BuildTS02016-02-24 21:20:13Z

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.11$0.11$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.09$0.11$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.11$0.12$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.11$0.08$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.06$0.11$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.27$0.11$0.16
2018Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.22$0.10$0.12
2017Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.10$0.11$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.16$0.10$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.04$0.10$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.13$0.10$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.07$0.09$0.03
2012Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.06
2011Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.07
2010Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.08