Civic Intelligence

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

990PF • Fiscal year 2023 • EIN 84-6261346

Jan 01, 2023 to Dec 31, 2023 • Filed on May 01, 2024

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

24th percentile

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

21st percentile

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Net Margin

10th percentile

-77%

Higher net margin than 10% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Asset Growth

22nd percentile

-3.5%

Faster asset growth than 22% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

7th percentile

-60%

Faster revenue growth than 7% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$7,713,651

Down $277,332 (-3.5%) from 2022

Net Assets

Down

$7,713,651

Down $277,332 (-3.5%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin10th percentile

Revenue

Down

$359,280

Down $536,337 (-60%) from 2022

Expenses

Up

$636,612

Up $42,471 (+7.1%) from 2022

Net Income

Down

-$277,332

Down $578,808 (-192%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth22nd 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

2023

Assets$7,713,651
Liabilities$0
Net Assets$7,713,651
Open 2023 Filing

Operations Trend

Revenue Growth7th 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

2023

Revenue$359,280
Expenses$636,612
Net Income-$277,332
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 1, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay32nd 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
Leigh J Cason
Title
Assistant VP & Trust Officer
Phone
3036942190
Signed
2024-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Amg National Trust Bank
Address
6295 GREENWOOD PLAZA BLVD, GREENWOOD VILLAGE, CO 80111-4908
Preparer
Shane L Smith CPA
Phone
3036942190
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29AMG 0139-OCCIDENTAL PETROLEUM CORP COMMON STOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30AMG 0139-OCCIDENTAL PETROLEUM WT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31AMG 0139-PFIZER COMMON STOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32AMG 0139-PHILIP MORRIS INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33AMG 0139-SALESFORCE.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34AMG 0139-SIMON PROPERTY GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35AMG 0139-TRUIST FINANCIAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36AMG 0139-VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37AMG 0139-PARAMOUNT GOLBAL CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38AMG 0139-WARNER BROS. DISCOVERY INC. COM SER A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39AMG 0139-WILLIS TOWERS WATSON PLC
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0225663
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0124016
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt09601
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0359280
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0359280
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0480
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02720
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03200
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0124016
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0558000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0558000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0225663
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0225663
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-277332
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02208447
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt09601
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0124016
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0286547
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt056007
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt056007
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt04405
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt019405
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0558480
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt063132
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0636612
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0349679
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0359280
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0480
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt063132
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt078612
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0532590
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1944798
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt21447
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3268169
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4337427
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt042056
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-32581
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-18479
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt476816
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt556204
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt042056
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-32581
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-18479
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt476816
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt556204
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0574646
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1912217
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21447
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3249690
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4414243
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt556204
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/PropertyDesc0AMG 0120 - PUBLICLY TRADED SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1AMG 0120 - PUBLICLY TRADED LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2AMG 0120 - PUBLICLY TRADED LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3AMG 0139 - PUBLICLY TRADED SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4AMG 0139 - PUBLICLY TRADED LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0124016
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-277332
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt07713651
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt07990983
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt07713651
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0423364
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0423364
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0423364
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0427347
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03983
IRS990PF/DistributableAmountGrp/TotalTaxAmt03983
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt012980
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt016963
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03983
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt012980
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03983
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03983
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt016963
IRS990PF/FMVAssetsEOYAmt08728432
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt0896
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt0896
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt0896
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt08776333
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt08776333
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt06792257
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt06502547
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt07388552
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0806757
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0899292
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01028068
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-785350
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-1062682
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0391969
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0310916
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0310916
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt07990983
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt07713651
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt08728432
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt07990983
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt07713651
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt07990983
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt07713651
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt08677088
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0519655
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt08157433
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0130156
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0427347
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt08546932
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt08677088
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/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0558480
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0558480
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

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,713,651
Liabilities
$0
Net assets
$7,713,651
Revenue
$359,280
Expenses
$636,612
Net income
-$277,332
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
2023Detailed filing. Detailed filing data is available for this year.$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
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