Civic Intelligence

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

990PF • Fiscal year 2020 • EIN 84-6261346

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 07, 2021

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

23rd percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

21st percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Net Margin

4th percentile

-189%

Higher net margin than 4% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

31st percentile

$0

Higher top officer pay than 31% of similar nonprofits.

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Asset Growth

16th percentile

-4.3%

Faster asset growth than 16% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

8th percentile

-58%

Faster revenue growth than 8% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Assets

Down

$7,392,861

Down $334,607 (-4.3%) from 2019

Net Assets

Down

$7,392,861

Down $334,607 (-4.3%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$177,439

Down $245,581 (-58%) from 2019

Expenses

Down

$512,046

Down $24,657 (-4.6%) from 2019

Net Income

Down

-$334,607

Down $220,924 (-194%) from 2019

Historical Trend

Balance Sheet Trend

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

2020

Assets$7,392,861
Liabilities$0
Net Assets$7,392,861

Operations Trend

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

2020

Revenue$177,439
Expenses$512,046
Net Income-$334,607
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 7, 2021
Return Version
2020v4.1
Compensation and Service Providers

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
Jessica S Urbanksi
Title
Trust Officer
Phone
3036942190
Signed
2021-11-07
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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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04850
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt033805
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0450000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0450000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0139994
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0139994
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-334607
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01976960
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt03640
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt033805
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0115466
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt054654
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt054654
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt042
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02542
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0451213
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt058333
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0512046
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0173799
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0177439
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01213
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt058333
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt062046
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt061432
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1793970
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2586337
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3501416
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt03867
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-5646
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-10720
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-15079
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt461383
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt03867
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-5646
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-10720
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-15079
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt461383
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt065299
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1788324
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2575617
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3486337
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt461383
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0AMG 0120 - PUBLICLY TRADED -SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1AMG 0120 - PUBLICLY TRADED -LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2AMG 0139 - PUBLICLY TRADED -SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3AMG 0139 - PUBLICLY TRADED -LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt033805
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-334607
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt07392861
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt07727468
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt07392861
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0408360
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0408360
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0408360
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0409965
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01605
IRS990PF/DistributableAmountGrp/TotalTaxAmt01605
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt04523
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt06128
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01605
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt04523
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01605
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01605
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt06128
IRS990PF/FMVAssetsEOYAmt09354563
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt08776333
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt08776333
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt06616367
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt06289807
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt08038927
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0855533
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0828125
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01040707
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-1048865
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-1383472
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0255568
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0274929
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0274929
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt07727468
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt07392861
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt09354563
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt07727468
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt07392861
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt07727468
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt07392861
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt08324164
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0387247
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt07936917
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0124862
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0409965
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt08199302
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt08324164
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
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/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0451213
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0451213
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0451213
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/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0AMG NATIONAL TRUST BANK
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt06295 GREENWOOD PLAZA BLVD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0GREENWOOD VILLAGE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0801114908
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CO
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum03036942190
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01

Document Assets

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Filings

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
2020Detailed filing. Detailed filing data is available for this year.$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
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