HELEN M SCHIFFNER SCHOLARSHIP FUND: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HELEN M SCHIFFNER SCHOLARSHIP FUND (EIN 25-6641691)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-06
- IRS object ID
- 202101269349100805
- Schema version
- 2020v4.0
- 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 | 2021-05-06T09:00:37-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-05-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC W COURSEY | PreparerPersonNm |
| Phone | 8043444548 | PhoneNum |
| Preparation | 2021-05-03 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $154,573 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $2,905 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,892 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,110 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $67,530 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,110 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $24 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $6,039 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,002 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $2,483 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,483 | 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 | $55 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $55 | 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 | $4,038 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,038 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,422 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,422 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,460 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,038 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,422 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,421 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,964 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$674 | CashBOYAmt |
| Cash EOY | $2,378 | CashEOYAmt |
| Cash EOYFMV | $2,378 | CashEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $130,817 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $122,369 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $152,195 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $130,143 | TotalAssetsBOYAmt |
| Total Assets EOY | $124,747 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $154,573 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $130,143 | CapitalStockBOYAmt |
| Capital Stock EOY | $124,747 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $130,143 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $124,747 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $130,143 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $124,747 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $130,143 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,421 | ExcessRevenueOverExpensesAmt |
| Other Increases | $110 | OtherIncreasesAmt |
| Subtotal | $124,832 | SubtotalAmt |
| Other Decreases | $85 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $124,747 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (134 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 33.794 AMG RIVER RD SM-CAP VALUE FD CL I | 2020-03-31 | 2020-08-17 | $391 | $304 | $87 | $87 | |
| 42.538 LSV VALUE EQUITY FD CL INST'L | 2019-12-19 | 2020-03-31 | $792 | $877 | -$85 | -$85 | |
| 109.116 LSV VALUE EQUITY FD CL INST'L | 2016-02-18 | 2020-03-31 | $2,031 | $2,968 | -$937 | -$937 | |
| 17.078 ARTISAN SMALL CAP FUND CL INST | 2020-03-31 | 2020-07-24 | $712 | $502 | $210 | $210 | |
| 3.942 ARTISAN SMALL CAP FUND CL INST | 2020-03-31 | 2020-08-17 | $174 | $116 | $58 | $58 | |
| 28.607 BAILLIE GIFFORD EMERG MKTS CL K | 2020-01-02 | 2020-02-26 | $579 | $631 | -$52 | -$52 | |
| 9.522 BAILLIE GIFFORD EMERG MKTS CL K | 2020-01-02 | 2020-08-17 | $213 | $210 | $3 | $3 | |
| 119.897 BLACKROCK EVENT DRIVEN EQ FD CL I | 2019-07-03 | 2020-01-02 | $1,163 | $1,170 | -$7 | -$7 | |
| 114.431 BLACKROCK EVENT DRIVEN EQ FD CL I | 2019-07-03 | 2020-11-11 | $1,126 | $1,117 | $9 | $9 | |
| 54.639 HARBOR LG-CAP VALUE FD CL RET | 2018-08-01 | 2020-07-24 | $901 | $844 | $57 | $57 | |
| 43.453 HARBOR LG-CAP VALUE FD CL RET | 2018-08-01 | 2020-08-17 | $750 | $671 | $79 | $79 | |
| 10.878 T ROWE PRICE LG-CAP GR FD CL I | 2019-05-03 | 2020-07-24 | $554 | $461 | $93 | $93 | |
| 12.906 T ROWE PRICE LG-CAP GR FD CL I | 2019-05-03 | 2020-08-17 | $691 | $546 | $145 | $145 | |
| 68.413 WCM FOCUSED INTL GROWTH FD | 2016-02-18 | 2020-01-02 | $1,306 | $812 | $494 | $494 | |
| 18.912 WCM FOCUSED INTL GROWTH FD | 2016-02-18 | 2020-07-24 | $393 | $218 | $175 | $175 | |
| 7.61 WCM FOCUSED INTL GROWTH FD | 2016-02-18 | 2020-08-17 | $164 | $88 | $76 | $76 | |
| 4. ISHARES RUSSELL 1000 GROWTH ETF | 2018-07-03 | 2020-02-26 | $716 | $579 | $137 | $137 | |
| 3. ISHARES RUSSELL 1000 GROWTH ETF | 2020-01-02 | 2020-03-31 | $457 | $531 | -$74 | -$74 | |
| 11. ISHARES RUSSELL 1000 GROWTH ETF | 2018-07-03 | 2020-03-31 | $1,677 | $1,591 | $86 | $86 | |
| 1. ISHARES S&P SM-CAP 600 GROWTH ETF | 2018-03-29 | 2020-01-02 | $192 | $173 | $19 | $19 | |
| 8. ISHARES S&P SM-CAP 600 GROWTH ETF | 2018-01-04 | 2020-02-26 | $1,489 | $1,384 | $105 | $105 | |
| 2. ISHARES S&P SM-CAP 600 GROWTH ETF | 2018-01-04 | 2020-07-24 | $350 | $343 | $7 | $7 | |
| 1. ISHARES S&P SM-CAP 600 GROWTH ETF | 2018-01-04 | 2020-08-17 | $188 | $172 | $16 | $16 | |
| 2. ISHARES S&P SM-CAP 600 GROWTH ETF | 2018-01-04 | 2020-09-04 | $367 | $343 | $24 | $24 | |
| 1. ISHARES S&P SM-CAP 600 GROWTH ETF | 2018-01-04 | 2020-09-04 | $181 | $172 | $9 | $9 | |
| 3. ISHARES S&P SM-CAP 600 GROWTH ETF | 2018-01-04 | 2020-09-04 | $544 | $515 | $29 | $29 | |
| 12. ISHARES MSCI USA MIN VOL FACTOR ETF | 2018-08-01 | 2020-05-14 | $682 | $658 | $24 | $24 | |
| 3. ISHARES MSCI USA MIN VOL FACTOR ETF | 2019-06-06 | 2020-08-17 | $194 | $183 | $11 | $11 | |
| 2. ISHARES MSCI USA QUALITY FACTOR ETF | 2018-12-06 | 2020-01-02 | $203 | $163 | $40 | $40 | |
| 7. ISHARES MSCI USA QUALITY FACTOR ETF | 2018-12-06 | 2020-07-24 | $698 | $585 | $113 | $113 | |
| 4. ISHARES MSCI USA QUALITY FACTOR ETF | 2018-12-06 | 2020-08-17 | $417 | $327 | $90 | $90 | |
| 29. ISHARES MSCI USA VALUE FACTOR | 2020-03-31 | 2020-05-14 | $1,876 | $1,854 | $22 | $22 | |
| 12. ISHARES CORE MSCI EAFE ETF | 2017-03-07 | 2020-02-26 | $735 | $676 | $59 | $59 | |
| 18. ISHARES CORE MSCI EAFE ETF | 2017-03-07 | 2020-04-14 | $941 | $1,014 | -$73 | -$73 | |
| 11. ISHARES CORE MSCI EAFE ETF | 2019-05-03 | 2020-07-24 | $655 | $687 | -$32 | -$32 | |
| 11. ISHARES CORE MSCI EAFE ETF | 2019-05-03 | 2020-08-17 | $675 | $687 | -$12 | -$12 | |
| 44. ISHARES CORE MSCI EMERGING | 2016-11-10 | 2020-01-02 | $2,401 | $1,929 | $472 | $472 | |
| 228.681 MERIDIAN SM-CAP GROWTH FD CL I | 2017-04-04 | 2020-03-31 | $2,516 | $3,328 | -$812 | -$812 | |
| 82.004 MERIDIAN SM-CAP GROWTH FD CL I | 2019-12-20 | 2020-03-31 | $902 | $952 | -$50 | -$50 | |
| 204.24 METWEST TOTAL RETURN BOND FD CL I | 2019-06-05 | 2020-01-02 | $2,236 | $2,206 | $30 | $30 | |
| 9.55 METWEST TOTAL RETURN BOND FD CL I | 2019-12-10 | 2020-01-02 | $105 | $104 | $1 | $1 | |
| 35.383 METWEST TOTAL RETURN BOND FD CL I | 2020-02-26 | 2020-03-17 | $388 | $397 | -$9 | -$9 | |
| 108.646 METWEST TOTAL RETURN BOND FD CL I | 2019-06-05 | 2020-03-17 | $1,192 | $1,173 | $19 | $19 | |
| 27.663 METWEST TOTAL RETURN BOND FD CL I | 2019-06-05 | 2020-08-17 | $322 | $299 | $23 | $23 | |
| 6.599 NUVEEN SMALL CAP VALUE FD-Y | 2018-03-29 | 2020-01-02 | $155 | $170 | -$15 | -$15 | |
| 85.651 NUVEEN SMALL CAP VALUE FD-Y | 2018-03-29 | 2020-03-31 | $1,225 | $2,194 | -$969 | -$969 | |
| 35.074 NUVEEN SMALL CAP VALUE FD-Y | 2020-03-17 | 2020-03-31 | $502 | $497 | $5 | $5 | |
| 31.37 T ROWE PR TAX/FR INC-I | 2020-03-23 | 2020-09-04 | $322 | $293 | $29 | $29 | |
| 12. SPDR GOLD SHARES | 2020-07-24 | 2020-12-21 | $2,120 | $2,144 | -$24 | -$24 | |
| 123.657 WILMINGTON GLOBAL ALPHA EQUITIES FD | 2014-05-01 | 2020-03-17 | $1,312 | $1,329 | -$17 | -$17 | |
| 195.637 WILMINGTON GLOBAL ALPHA EQUITIES FD | 2014-05-01 | 2020-07-07 | $2,197 | $2,103 | $94 | $94 | |
| 21.306 WILMINGTON GLOBAL ALPHA EQUITIES FD | 2014-05-01 | 2020-08-17 | $248 | $229 | $19 | $19 | |
| 90.127 WILMINGTON GLOBAL ALPHA EQUITIES FD | 2014-05-01 | 2020-11-11 | $1,068 | $969 | $99 | $99 | |
| 53.725 WILMINGTON LARGE-CAP STRATEGY FUND-I | 2015-08-18 | 2020-01-02 | $1,327 | $1,063 | $264 | $264 | |
| 38.819 WILMINGTON LARGE-CAP STRATEGY FUND-I | 2015-08-18 | 2020-04-14 | $835 | $728 | $107 | $107 | |
| 40.35 WILMINGTON LARGE-CAP STRATEGY FUND-I | 2015-08-18 | 2020-07-24 | $991 | $757 | $234 | $234 | |
| 40.749 WILMINGTON LARGE-CAP STRATEGY FUND-I | 2015-08-18 | 2020-08-17 | $1,055 | $764 | $291 | $291 | |
| 104.936 WILMINGTON REAL ASSET FUND-I | 2012-01-20 | 2020-03-31 | $1,233 | $1,452 | -$219 | -$219 | |
| 137.659 WILMINGTON REAL ASSET FUND-I | 2012-01-20 | 2020-04-14 | $1,729 | $1,890 | -$161 | -$161 | |
| 72.607 WILMINGTON MUNICIPAL BOND FUND - I | 2020-03-23 | 2020-09-04 | $969 | $880 | $89 | $89 | |
| 209.534 WILMINGTON INTERNATIONAL FUND-I | 2016-08-03 | 2020-01-02 | $1,890 | $1,473 | $417 | $417 | |
| 63.748 WILMINGTON INTERNATIONAL FUND-I | 2019-02-05 | 2020-04-14 | $466 | $518 | -$52 | -$52 | |
| 89.893 WILMINGTON INTERNATIONAL FUND-I | 2012-09-06 | 2020-07-24 | $756 | $648 | $108 | $108 | |
| 71.904 WILMINGTON INTERNATIONAL FUND-I | 2012-09-06 | 2020-08-17 | $627 | $465 | $162 | $162 | |
| 372.424 WILMINGTON BROAD MARKET BOND FUND -I | 2016-06-09 | 2020-01-02 | $3,687 | $3,669 | $18 | $18 | |
| 488.146 WILMINGTON BROAD MARKET BOND FUND -I | 2014-10-14 | 2020-03-17 | $4,818 | $4,788 | $30 | $30 | |
| 85.563 WILMINGTON BROAD MARKET BOND FUND -I | 2014-10-14 | 2020-08-17 | $889 | $837 | $52 | $52 | |
| CAPITAL GAIN DIVIDENDS | $1,870 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,870 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,870 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,870 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,870 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,870 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,870 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,870 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,870 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,870 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,870 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,870 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,870 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,870 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,870 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,870 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,870 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,870 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,870 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,870 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,870 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,870 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,870 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,870 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,870 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,870 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,870 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,870 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,870 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,870 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,870 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,870 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,870 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,870 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,870 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,870 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,870 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,870 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,870 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,870 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,870 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,870 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,870 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,870 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,870 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,870 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,870 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,870 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,870 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,870 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,870 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,870 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,870 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,870 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,870 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,870 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,870 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,870 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,870 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,870 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,870 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,870 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,870 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,870 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,870 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,870 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,870 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,110 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $27 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $27 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $27 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $24 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $24 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $3 | 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 | $2,483 | 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 | $139,346 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,329 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $142,675 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $142,675 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,140 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $140,535 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,027 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,027 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $27 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $27 | TotalTaxAmt |
| Distributable Before Adj | $7,000 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,000 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,000 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,422 | 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 | $7,422 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $7,422 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,000 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $7,114 | 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 | $7,422 | QualifyingDistributionsAmt |
| Applied To Year1 | $7,114 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $308 | 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 | $6,692 | 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 |
|---|---|---|---|---|---|---|---|
| PRINCETON UNIVERSITY | |||||||
| BOX 591 | PRINCETON | NJ | 08542 | NONE | PC | SCHOLARSHIP | $3,711 |
| UNIVERSITY OF WISCONSIN - MADISON | |||||||
| 333 EAST CAMPUS MALL 10501 | MADISON | WI | 537151383 | NONE | PC | SCHOLARSHIP | $3,711 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,422 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,905 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,110 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $6,039 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,039 | 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 | $10,808 | $15,361 |
| WILMINGTON BROAD MARKET BD FD | AT COST | $29,713 | $32,612 |
| LSV VALUE EQUITY | |||
| ISHARES CORE MSCI EMERGING MKT | |||
| WCM FOCUSED INTL GROWTH | AT COST | $1,654 | $3,505 |
| MERIDIAN SMALL-CAP GROWTH | |||
| WILMINGTON GLOBAL ALPHA EQUITI | AT COST | $3,784 | $3,992 |
| WILMINGTON REAL ASSET | AT COST | $4,999 | $5,385 |
| ISHARES CORE MSCI EAFEETF | AT COST | $12,472 | $14,440 |
| WILMINGTON INTL | AT COST | $7,015 | $12,321 |
| ISHARES RUSSELL 1000 GROWTH | |||
| HARBOR LARGE CAP VALUE-RET | AT COST | $9,457 | $11,936 |
| ISHARES MSCI USA MIN VOL FACT | AT COST | $2,677 | $3,190 |
| ISHARES MSCI USA QLTY FACTOR E | AT COST | $4,398 | $6,508 |
| ISHARES S&P SM-CAP 600 GROWTH | AT COST | $930 | $1,599 |
| NUVEEN SMALL CAP VALUE FD-Y | |||
| AMERICAN BEACON SIM H/Y-INS | AT COST | $3,020 | $2,962 |
| T ROWE PRICE LC GROWTH | AT COST | $7,172 | $10,554 |
| METWEST TOTAL RETURN | AT COST | $11,872 | $12,074 |
| BLACKROCK EVENT DRIVEN EQUITY | AT COST | $3,342 | $3,432 |
| AMG RIVER RD S-C VALUE | AT COST | $2,344 | $3,264 |
| ARTISAN SC | AT COST | $1,985 | $3,447 |
| ISHARES S&P SM-CAP 600 VALUE | AT COST | $1,167 | $1,464 |
| BAILLIE GIFFORD EMERG MKTS | AT COST | $3,560 | $4,149 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROUNDING | $1 |
| 2020 TRANS POSTED IN 2021 | $84 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2019 TRANS POSTED IN 2020 | Desc |
| Amt | $110 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES ON QUALIFIED FOR | $45 | $45 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $10 | $10 | $0 |
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