HELEN M SCHIFFNER SCHOLARSHIP FUND: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HELEN M SCHIFFNER SCHOLARSHIP FUND (EIN 25-6641691)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-11
- IRS object ID
- 202201319349104775
- Schema version
- 2021v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-11T13:00:30-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 E CARY ST SUITE 201 | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23223 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 256641691 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HELEN M SCHIFFNER SCHOLARSHIP FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HELE | BusinessNameControlTxt |
| Phone | 8002785141 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 285 DELAWARE AVENUE 3RD FLOOR | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | M T TRUST COMPANY | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Phone | 8002785141 | PhoneNum |
| Signature | 2022-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DIANE | PersonFirstNm |
| Person Last | RIMER | PersonLastNm |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC W COURSEY | PreparerPersonNm |
| Phone | 8043444548 | PhoneNum |
| Preparation | 2022-04-28 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $158,934 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $3,203 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,201 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,312 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $42,572 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $11,312 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $14,515 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,513 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $3,096 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,096 | CompOfcrDirTrstNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $92 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $61 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $4,688 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,657 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,692 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,692 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,380 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,657 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,692 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,135 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,856 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,378 | CashBOYAmt |
| Cash EOY | $8,397 | CashEOYAmt |
| Cash EOYFMV | $8,397 | CashEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $122,369 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $119,462 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $150,537 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $124,747 | TotalAssetsBOYAmt |
| Total Assets EOY | $127,859 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $158,934 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $124,747 | CapitalStockBOYAmt |
| Capital Stock EOY | $127,859 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $124,747 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $127,859 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $124,747 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $127,859 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $124,747 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,135 | ExcessRevenueOverExpensesAmt |
| Other Increases | $89 | OtherIncreasesAmt |
| Subtotal | $127,971 | SubtotalAmt |
| Other Decreases | $112 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $127,859 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (72 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 19.456 AMG RIVER RD SM-CAP VALUE FD CL I | 2020-12-21 | 2021-02-26 | $286 | $258 | $28 | $28 | |
| 8.837 AMG RIVER RD SM-CAP VALUE FD CL I | 2020-03-31 | 2021-08-05 | $139 | $80 | $59 | $59 | |
| 11.4 AB CONCENTRATED GR FD CL ADV | 2021-03-26 | 2021-08-05 | $706 | $618 | $88 | $88 | |
| 6.69 ARTISAN SMALL CAP FUND CL INST | 2020-03-31 | 2021-02-26 | $362 | $197 | $165 | $165 | |
| 3.517 ARTISAN SMALL CAP FUND CL INST | 2020-11-24 | 2021-02-26 | $191 | $167 | $24 | $24 | |
| 8.382 BAILLIE GIFFORD EMERG MKTS CL K | 2020-01-02 | 2021-02-26 | $243 | $185 | $58 | $58 | |
| 65.721 HARBOR LG-CAP VALUE FD CL RET | 2019-11-05 | 2021-08-05 | $1,505 | $1,099 | $406 | $406 | |
| 12.774 T ROWE PRICE LG-CAP GR FD CL I | 2020-01-02 | 2021-02-26 | $809 | $573 | $236 | $236 | |
| 25.673 T ROWE PRICE LG-CAP GR FD CL I | 2019-05-03 | 2021-03-26 | $1,621 | $1,096 | $525 | $525 | |
| 27.991 T ROWE PRICE LG-CAP GR FD CL I | 2020-05-14 | 2021-05-28 | $1,874 | $1,236 | $638 | $638 | |
| 11.854 T ROWE PRICE LG-CAP GR FD CL I | 2020-05-14 | 2021-08-05 | $870 | $524 | $346 | $346 | |
| 10.742 WCM FOCUSED INTL GROWTH FD | 2016-02-18 | 2021-02-26 | $265 | $124 | $141 | $141 | |
| 15.438 WCM FOCUSED INTL GROWTH FD | 2016-02-18 | 2021-08-05 | $442 | $178 | $264 | $264 | |
| 4. ISHARES S&P SMALL-CAP 600 VALUE ETF | 2020-09-04 | 2021-02-26 | $387 | $259 | $128 | $128 | |
| 4. ISHARES S&P SM-CAP 600 GROWTH ETF | 2020-03-31 | 2021-02-26 | $513 | $277 | $236 | $236 | |
| 6. ISHARES S&P SM-CAP 600 GROWTH ETF | 2020-03-17 | 2021-03-26 | $764 | $376 | $388 | $388 | |
| 4. ISHARES S&P SM-CAP 600 GROWTH ETF | 2020-03-31 | 2021-03-26 | $510 | $277 | $233 | $233 | |
| 16. ISHARES MSCI USA MIN VOL FACTOR ETF | 2019-06-05 | 2021-02-26 | $1,058 | $972 | $86 | $86 | |
| 4. ISHARES MSCI USA MIN VOL FACTOR ETF | 2018-08-01 | 2021-03-01 | $266 | $225 | $41 | $41 | |
| 27. ISHARES MSCI USA MIN VOL FACTOR ETF | 2018-10-31 | 2021-03-26 | $1,850 | $1,480 | $370 | $370 | |
| 33. ISHARES MSCI USA QUALITY FACTOR ETF | 2018-12-06 | 2021-03-26 | $3,970 | $2,608 | $1,362 | $1,362 | |
| 3. ISHARES MSCI USA QUALITY FACTOR ETF | 2018-12-18 | 2021-08-05 | $415 | $235 | $180 | $180 | |
| 72. ISHARES CORE MSCI EAFE ETF | 2020-01-02 | 2021-01-20 | $5,122 | $4,734 | $388 | $388 | |
| 56. ISHARES CORE MSCI EAFE ETF | 2017-03-07 | 2021-03-26 | $4,048 | $3,556 | $492 | $492 | |
| 5. ISHARES CORE MSCI EAFE ETF | 2017-03-07 | 2021-08-05 | $382 | $282 | $100 | $100 | |
| 21.661 METWEST TOTAL RETURN BOND FD CL I | 2020-07-24 | 2021-08-05 | $240 | $253 | -$13 | -$13 | |
| 113.941 WILMINGTON GLOBAL ALPHA EQUITIES FD | 2014-05-01 | 2021-02-26 | $1,324 | $1,333 | -$9 | -$9 | |
| 10.697 WILMINGTON GLOBAL ALPHA EQUITIES FD | 2020-04-14 | 2021-08-05 | $132 | $117 | $15 | $15 | |
| 68.408 WILMINGTON LARGE-CAP STRATEGY FUND-I | 2019-12-10 | 2021-08-05 | $2,174 | $1,422 | $752 | $752 | |
| 41.24 WILMINGTON REAL ASSET FUND-I | 2016-03-22 | 2021-08-05 | $685 | $556 | $129 | $129 | |
| 107.922 WILMINGTON REAL ASSET FUND-I | 2016-02-18 | 2021-10-28 | $1,880 | $1,404 | $476 | $476 | |
| 101.082 WILMINGTON INTERNATIONAL FUND-I | 2011-10-20 | 2021-02-26 | $1,028 | $648 | $380 | $380 | |
| 27.97 WILMINGTON INTERNATIONAL FUND-I | 2020-03-17 | 2021-08-05 | $299 | $183 | $116 | $116 | |
| 144.4 WILMINGTON BROAD MARKET BOND FUND -I | 2020-04-14 | 2021-05-28 | $1,457 | $1,469 | -$12 | -$12 | |
| 138.086 WILMINGTON BROAD MARKET BOND FUND -I | 2020-07-24 | 2021-08-05 | $1,414 | $1,444 | -$30 | -$30 | |
| 77.899 WILMINGTON BROAD MARKET BOND FUND -I | 2020-07-24 | 2021-10-28 | $786 | $815 | -$29 | -$29 | |
| CAPITAL GAIN DIVIDENDS | $2,555 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,555 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,555 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,555 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,555 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,555 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,555 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,555 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,555 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,555 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,555 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,555 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,555 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,555 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,555 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,555 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,555 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,555 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,555 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,555 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,555 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,555 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,555 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,555 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,555 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,555 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,555 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,555 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,555 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,555 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,555 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,555 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,555 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,555 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,555 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,555 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,312 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $137 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $137 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $137 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $28 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $28 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $109 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | M AND T BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8002785141 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE M T PLAZA 7TH FLOOR | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | M&T TRUST CO | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE M T PLAZA 7TH FLOOR | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | CORPORATE TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 6 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $3,096 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $154,226 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,939 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $159,165 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $159,165 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,387 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $156,778 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,839 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,839 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $137 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $137 | TotalTaxAmt |
| Distributable Before Adj | $7,702 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,702 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,702 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,692 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $6,692 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,702 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $6,692 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,692 | QualifyingDistributionsAmt |
| Applied To Year1 | $6,692 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $7,702 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WYOMISSING AREA HIGH SCHOOL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 630 EVANS AVENUE | AddressLine1Txt |
| City | WYOMISSING | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19610 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8002785141 | RecipientPhoneNum |
| Form And Info And Materials | TRANSCRIPTS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | AWARD GIVEN TO MALE AND FEMALE HS GRADUATES WITH THE HIGHEST ACADEMIC AVERAGE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| JOHNS HOPKINS UNIVERSITY | ||||||||
| 3400 NORTH CHARLES ST | BALTIMORE | MD | 21218 | NONE | PC | EDUCATIONAL SCHOLARSHIP | $3,346 | |
| TUFTS UNIVERSITY | ||||||||
| PO BOX 3475 | BOSTON | MA | 022413475 | NONE | PC | EDUCATIONAL SCHOLARSHIP | $3,346 | OFFICE OF THE BURSAR |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,692 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,203 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $11,312 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $14,515 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,515 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $1,500 | Amt |
| Net Investment Income | $1,500 | NetInvestmentIncomeAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (24 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| WILMINGTON LARGE-CAP STRATEGY | AT COST | $10,106 | $16,876 |
| WILMINGTON BROAD MARKET BD FD | AT COST | $26,312 | $28,160 |
| WCM FOCUSED INTL GROWTH | AT COST | $1,500 | $3,343 |
| WILMINGTON GLOBAL ALPHA EQUITI | AT COST | $2,334 | $2,680 |
| WILMINGTON REAL ASSET | AT COST | $4,422 | $5,083 |
| ISHARES CORE MSCI EAFEETF | AT COST | $4,679 | $6,494 |
| WILMINGTON INTL | AT COST | $6,184 | $11,386 |
| HARBOR LARGE CAP VALUE-RET | AT COST | $9,493 | $14,152 |
| ISHARES MSCI USA MIN VOL FACT | |||
| ISHARES MSCI USA QLTY FACTOR E | AT COST | $1,555 | $2,911 |
| ISHARES S&P SM-CAP 600 GROWTH | |||
| AMERICAN BEACON SIM H/Y-INS | AT COST | $3,020 | $3,052 |
| T ROWE PRICE LC GROWTH | AT COST | $3,920 | $7,097 |
| METWEST TOTAL RETURN | AT COST | $12,969 | $12,891 |
| BLACKROCK EVENT DRIVEN EQUITY | AT COST | $3,417 | $3,484 |
| AMG RIVER RD S-C VALUE | AT COST | $2,250 | $3,492 |
| ARTISAN SC | AT COST | $1,901 | $2,656 |
| ISHARES S&P SM-CAP 600 VALUE | AT COST | $2,223 | $2,821 |
| BAILLIE GIFFORD EMERG MKTS | AT COST | $3,427 | $3,512 |
| AB CONCENTRATED GR FD CL ADV | AT COST | $5,380 | $5,928 |
| ISHARES MSCI USA VALUE FACTOR | AT COST | $3,237 | $3,394 |
| COLUMBIA OVERSEAS | AT COST | $5,681 | $5,731 |
| ISHARES MSCI EAFE VALUE ETF | AT COST | $3,894 | $3,830 |
| VIRTUS SEIX FLT RT HI | AT COST | $1,558 | $1,564 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2021 TRANS POSTED IN 2022 | Desc |
| Amt | $112 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2020 TRANS POSTED IN 2021 | $84 |
| ROUNDING | $5 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES PRIOR YEAR BALAN | $3 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $28 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $55 | $55 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $6 | $6 | $0 |
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