Civic Intelligence

The Sam & Freda Davis 1993 Charitable Trust C/O Amg National Trust

990PF • Fiscal year 2014 • EIN 84-6261346

Jan 01, 2014 to Dec 31, 2014 • Filed on May 15, 2015

Organization Profile
6295 Greenwood Plaza BlvdGreenwood Village, CO 80111-4908

(303) 694-2190

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

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

2014 filings • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

19th percentile

0.00x

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

2014 filings • $5M-$10M nonprofits • Source year 2014

Net Margin

85th percentile

41%

Higher net margin than 85% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

26th percentile

$0

Higher top officer pay than 26% of similar nonprofits.

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

2014 filings • $5M-$10M nonprofits • Source year 2014

Asset Growth

60th percentile

4.9%

Faster asset growth than 60% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

93rd percentile

132%

Faster revenue growth than 93% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$8,439,278

Up $394,322 (+4.9%) from 2013

Net Assets

Up

$8,439,278

Up $394,322 (+4.9%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin85th percentile

Revenue

Up

$967,848

Up $551,184 (+132%) from 2013

Expenses

Up

$573,526

Up $82,502 (+17%) from 2013

Net Income

Up

$394,322

Up $468,682 (+630%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$10M$5.0M$0Assets 2010: $8,526,144Liabilities 2010: $0Net Assets 2010: $8,526,1442010Assets 2011: $8,201,232Liabilities 2011: $12011Assets 2012: $8,119,316Liabilities 2012: $0Net Assets 2012: $8,119,3162012Assets 2013: $8,044,956Liabilities 2013: $0Net Assets 2013: $8,044,9562013Assets 2014: $8,439,278Liabilities 2014: $0Net Assets 2014: $8,439,2782014Assets 2015: $8,325,833Liabilities 2015: $6,974Net Assets 2015: $8,318,8592015Assets 2016: $7,868,399Liabilities 2016: $0Net Assets 2016: $7,868,3992016Assets 2017: $7,749,497Liabilities 2017: $0Net Assets 2017: $7,749,4972017Assets 2018: $7,841,151Liabilities 2018: $0Net Assets 2018: $7,841,1512018Assets 2019: $7,727,468Liabilities 2019: $0Net Assets 2019: $7,727,4682019Assets 2020: $7,392,861Liabilities 2020: $0Net Assets 2020: $7,392,8612020Assets 2021: $7,709,507Liabilities 2021: $0Net Assets 2021: $7,709,5072021Assets 2022: $7,990,983Liabilities 2022: $0Net Assets 2022: $7,990,9832022Assets 2023: $7,713,651Liabilities 2023: $0Net Assets 2023: $7,713,6512023Assets 2024: $7,853,767Liabilities 2024: $0Net Assets 2024: $7,853,7672024

Highlighted filing

2014

Assets$8,439,278
Liabilities$0
Net Assets$8,439,278
Open 2014 Filing

Operations Trend

Revenue Growth93rd percentile

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

$1.0M$500K$0-$500KExpenses 2010: $430,4042010Revenue 2011: $166,482Expenses 2011: $491,394Net Income 2011: -$324,9122011Expenses 2012: $506,7052012Revenue 2013: $416,664Expenses 2013: $491,024Net Income 2013: -$74,3602013Revenue 2014: $967,848Expenses 2014: $573,526Net Income 2014: $394,3222014Revenue 2015: $446,865Expenses 2015: $567,284Net Income 2015: -$120,4192015Revenue 2016: $60,123Expenses 2016: $510,583Net Income 2016: -$450,4602016Revenue 2017: $418,166Expenses 2017: $537,068Net Income 2017: -$118,9022017Revenue 2018: $637,552Expenses 2018: $545,898Net Income 2018: $91,6542018Revenue 2019: $423,020Expenses 2019: $536,703Net Income 2019: -$113,6832019Revenue 2020: $177,439Expenses 2020: $512,046Net Income 2020: -$334,6072020Revenue 2021: $850,155Expenses 2021: $533,509Net Income 2021: $316,6462021Revenue 2022: $895,617Expenses 2022: $594,141Net Income 2022: $301,4762022Revenue 2023: $359,280Expenses 2023: $636,612Net Income 2023: -$277,3322023Revenue 2024: $617,719Expenses 2024: $477,603Net Income 2024: $140,1162024

Highlighted filing

2014

Revenue$967,848
Expenses$573,526
Net Income$394,322
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 15, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay26th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMG NATIONAL TRUST BANKTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Sam & Freda Davis 1993 Charitable
EIN
84-6261346
Phone
3036942190
Address
6295 GREENWOOD PLAZA BLVD, GREENWOOD VILLAGE, CO 80111-4908

Signing Officer

Name
Amg National Trust Bank Trustee
Title
VP & Trust Officer
Phone
3036942190
Signed
2015-05-15
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
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2734087
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2839259
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2918805
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3020011
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3129466
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3346010
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3427733
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3545389
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3722638
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0AMG 0139-AMGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1AMG 0139-BAKER HUGHES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AMG 0139-BANK OF NEW YORK MELLON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3AMG 0139-BECTON DICKINSON & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4AMG 0139-CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5AMG 0139-CITIGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6AMG 0139-COCA-COLA CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7AMG 0139-COCA-COLA CO FEMSA SAB-SP ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8AMG 0139-COSTCO WHOLESALE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9AMG 0139-DEVON ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10AMG 0139-EMERSON ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11AMG 0139-FREEPORT MCMORAN COPPER & GOLD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12AMG 0139-GAP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13AMG 0139-GENERAL ELEC CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14AMG 0139-GILEAD SCIENCES INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15AMG 0139-GOLDMAN SACHS GROUP INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16AMG 0139-HALLIBURTON COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17AMG 0139-HALYARD HEALTH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18AMG 0139-HEWLETT-PACKARD CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19AMG 0139-INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20AMG 0139-IBM CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21AMG 0139-JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22AMG 0139-JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23AMG 0139-KEY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24AMG 0139-KIMBERLY-CLARK CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27AMG 0139-ORACLE CORPORATION
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29AMG 0139-QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30AMG 0139-RAYTHEON CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31AMG 0139-SCHLUMBERGER LIMITED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32AMG 0139-SOUTHWESTERN ENERGY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33AMG 0139-3M COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34AMG 0139-TRAVELERS COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35AMG 0139-VOYA FINANCIAL,INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36AMG 0139-AXIS CAPITAL HOLDINGS LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37AMG 0139-TRANSOCEAN LTD
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3AMG 0200-ECA MARCELLUS TRUST I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4AMG 0200-ENDURO ROYALTY TRUST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5AMG 0200-HUGOTON ROYALTY TRUST TEXAS UNIT BEN INT
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8AMG 0200-SABINE ROYALTY TRUST-SBI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9AMG 0200-SAN JUAN BASIN ROYALTY TR-UBI
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13AMG 0200-VOC ENERGY TRUST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt032332
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15918
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt23038
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt43437
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt524009
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt84115
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt133637
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt142285
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
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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
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0140299
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0777073
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt031853
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt018623
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd015
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0967848
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0967848
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02050
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02050
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04100
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0777073
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0497000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0497000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0140299
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0140299
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0394322
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt04030502
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt015986
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt031853
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0777073
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0888005
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt018623
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt018623
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt061926
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt061926
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt010500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0499050
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt063976
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0573526
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0951981
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0967848
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02050
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt063976
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt076526
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0275946
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12376250
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2148569
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3429861
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4180
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt522623
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt014640
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1337315
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt216405
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3261986
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-6264
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6153015
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt014640
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1337315
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt216405
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3261986
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-6264
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6153015
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0290586
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12713565
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2164974
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3691847
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4156
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt516359
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6153015
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/PropertyDesc0AMG NATIONAL TRUST BANK 0120

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,439,278
Liabilities
$0
Net assets
$8,439,278
Revenue
$967,848
Expenses
$573,526
Net income
$394,322
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.85$0.00$7.85$0.62$0.48$0.14
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.71$0.00$7.71$0.36$0.64$0.28
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.99$0.00$7.99$0.90$0.59$0.30
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.71$0.00$7.71$0.85$0.53$0.32
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.39$0.00$7.39$0.18$0.51$0.33
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.73$0.00$7.73$0.42$0.54$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.84$0.00$7.84$0.64$0.55$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.75$0.00$7.75$0.42$0.54$0.12
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.87$0.00$7.87$0.06$0.51$0.45
2015Detailed filing. Detailed filing data is available for this year.$8.33$0.01$8.32$0.45$0.57$0.12
2014Detailed filing. Detailed filing data is available for this year.$8.44$0.00$8.44$0.97$0.57$0.39
2013Detailed filing. Detailed filing data is available for this year.$8.04$0.00$8.04$0.42$0.49$0.07
2012Detailed filing. Detailed filing data is available for this year.$8.12$0.00$8.12$0.51
2011Summary only. Only limited summary data is available for this year.$8.20$0.00$0.17$0.49$0.32
2010Detailed filing. Detailed filing data is available for this year.$8.53$0.00$8.53$0.43