Civic Intelligence

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

990PF • Fiscal year 2017 • EIN 84-6261346

Jan 01, 2017 to Dec 31, 2017 • Filed on May 12, 2018

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

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Net Margin

12th percentile

-28%

Higher net margin than 12% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

36th percentile

$57,279

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 13.7% of source-year revenue.

2017 filings • $5M-$10M nonprofits • Source year 2017

Asset Growth

28th percentile

-1.5%

Faster asset growth than 28% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

98th percentile

596%

Faster revenue growth than 98% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$7,749,497

Down $118,902 (-1.5%) from 2016

Net Assets

Down

$7,749,497

Down $118,902 (-1.5%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin12th percentile

Revenue

Up

$418,166

Up $358,043 (+596%) from 2016

Expenses

Up

$537,068

Up $26,485 (+5.2%) from 2016

Net Income

Up

-$118,902

Up $331,558 (+74%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth28th 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

2017

Assets$7,749,497
Liabilities$0
Net Assets$7,749,497
Open 2017 Filing

Operations Trend

Revenue Growth98th 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

2017

Revenue$418,166
Expenses$537,068
Net Income-$118,902
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 12, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay36th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMG NATIONAL TRUST BANKTrustee-$57,279-$57,279
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
2018-05-12
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/StockNm26AMG 0139-MARKEL CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27AMG 0139-ORACLE CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28AMG 0139-QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29AMG 0139-HENRY SCHEIN INC COMMON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30AMG 0139-SCLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31AMG 0139-SOUTHWESTERN ENERGY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32AMG 0139-TARGET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33AMG 0139-EATON CORP PLC
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0405789
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt06114
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0FEDERAL TAX REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt06263
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0418166
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0418166
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02257
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02258
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04515
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0405789
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt057279
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt057279
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0475000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0475000
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-118902
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02437028
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt06114
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0405789
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0345978
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt06263
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0274
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0274
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0477257
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt059811
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0537068
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0405789
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0418166
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02257
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt059811
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt062068
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt030120
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11599633
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2142583
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3258903
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt02288
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt131191
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-7061
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt393935
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4126
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5627
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6284683
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt02288
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt131191
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-7061
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt393935
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4126
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5627
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6284683
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt032408
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11630824
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2135522
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3352838
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4126
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5627
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6284683
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 0120-PUBLICLY TRADED SECURITIES SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1AMG 0120-PUBLICLY TRADED SECURITIES LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2AMG 0139-PUBLICLY TRADED SECURITIES SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3AMG 0139-PUBLICLY TRADED SECURITIES LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4AMG 0139-CLASS ACTION INCOME-PFIZER COMMON STOCK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5AMG 0139-CLASS ACTION INCOME-SPRINT NEXTEL CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0405789
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-118902
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt07749497
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt07868399
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt07749497
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0441033
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0441033
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0441033
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0444493
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03460
IRS990PF/DistributableAmountGrp/TotalTaxAmt03460
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01740
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt05200
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03460
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01740
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03460
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03460
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt05200
IRS990PF/FMVAssetsEOYAmt09133954
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt0545
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt0150
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt0545
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt0545
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt08776333
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt08776333
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt022239
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt010117
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt010117
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt06762932
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt06635478
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt07606968
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0768600
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0650746
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01063713
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-907934
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-1026836
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0314478
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0452611
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0452611
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt07868399
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt07749497
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt09133954
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt07868399
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt07749497
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt07868399
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt07749497
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt09025234
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0477732
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt08547502
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0135379
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0444493
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt08889855
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt09025234
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt057279
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0AMG NATIONAL TRUST BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt06295 GREENWOOD PLAZA BLVD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0GREENWOOD VILLAGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0801114908
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0453738
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0457198
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0451411
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0473447
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0499050
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0422983
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0442285
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.051040
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.053931
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.052359
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.051165
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.045889
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.051854
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt03460
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt08889855
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt08370211

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$7,749,497
Liabilities
$0
Net assets
$7,749,497
Revenue
$418,166
Expenses
$537,068
Net income
-$118,902
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
2017Detailed filing. Detailed filing data is available for this year.$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
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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