HELEN M SCHIFFNER SCHOLARSHIP FUND: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- HELEN M SCHIFFNER SCHOLARSHIP FUND (EIN 25-6641691)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-09
- IRS object ID
- 201941299349100609
- Schema version
- 2018v3.0
- 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 | 2019-05-09T11:01:35-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-04-25 | 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 | 2019-04-25 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 74.111.168.99 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 30BBF3DF2306069D17F5B73674ECA9FDB1939530 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0859B8647466600B19000D85AA5B2691E32BAABA | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $135,314 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $3,071 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,069 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,136 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $48,613 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,136 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $11,207 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,205 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $2,568 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,568 | 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 | $370 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $48 | 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 | $4,438 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,116 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,726 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,726 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,164 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,116 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,726 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$957 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,089 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,991 | CashBOYAmt |
| Cash EOY | $7,746 | CashEOYAmt |
| Cash EOYFMV | $7,746 | CashEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $132,471 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $127,718 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $127,568 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $136,462 | TotalAssetsBOYAmt |
| Total Assets EOY | $135,464 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $135,314 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $136,462 | CapitalStockBOYAmt |
| Capital Stock EOY | $135,464 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $136,462 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $135,464 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $136,462 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $135,464 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $136,462 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$957 | ExcessRevenueOverExpensesAmt |
| Other Increases | $100 | OtherIncreasesAmt |
| Subtotal | $135,605 | SubtotalAmt |
| Other Decreases | $141 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $135,464 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (51 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 9.394 AQR STYLE PREMIA ALT LV CL I | 2017-03-07 | 2018-07-16 | $96 | $99 | -$3 | -$3 | |
| 10.742 LSV VALUE EQUITY FUND STRATEGY | 2016-02-18 | 2018-07-16 | $307 | $237 | $70 | $70 | |
| 38.95 LSV VALUE EQUITY FUND STRATEGY | 2016-02-18 | 2018-08-01 | $1,128 | $823 | $305 | $305 | |
| 65.592 LSV VALUE EQUITY FUND STRATEGY | 2016-02-18 | 2018-08-30 | $1,935 | $1,385 | $550 | $550 | |
| 44.802 FEDERATED TOTAL RETURN BOND CL I | 2016-06-09 | 2018-07-16 | $474 | $493 | -$19 | -$19 | |
| 171.634 FIDELITY FOCUSED HIGH INCOME FUND | 2015-12-02 | 2018-01-04 | $1,502 | $1,351 | $151 | $151 | |
| 9.148 WCM FOCUSED INTL GROWTH FD | 2016-02-18 | 2018-01-04 | $146 | $108 | $38 | $38 | |
| 26.59 WCM FOCUSED INTL GROWTH FD | 2016-02-18 | 2018-07-16 | $439 | $306 | $133 | $133 | |
| 1. ISHARES RUSSELL 1000 VALUE ETF | 2017-03-07 | 2018-01-04 | $126 | $117 | $9 | $9 | |
| 18. ISHARES RUSSELL 1000 VALUE ETF | 2017-03-07 | 2018-07-03 | $2,179 | $2,104 | $75 | $75 | |
| 6. ISHARES RUSSELL 1000 GROWTH ETF | 2017-06-01 | 2018-01-04 | $826 | $717 | $109 | $109 | |
| 4. ISHARES RUSSELL 1000 GROWTH ETF | 2017-03-07 | 2018-05-14 | $571 | $453 | $118 | $118 | |
| 8. ISHARES RUSSELL 1000 GROWTH ETF | 2017-06-01 | 2018-07-16 | $1,193 | $957 | $236 | $236 | |
| 9. ISHARES RUSSELL 1000 GROWTH ETF | 2017-06-01 | 2018-10-31 | $1,282 | $1,076 | $206 | $206 | |
| 17. ISHARES RUSSELL 1000 GROWTH ETF | 2017-03-07 | 2018-12-06 | $2,344 | $1,938 | $406 | $406 | |
| 16. ISHARES RUSSELL 1000 GROWTH ETF | 2017-03-07 | 2018-12-18 | $2,134 | $1,812 | $322 | $322 | |
| 1. ISHARES RUSSELL 2000 ETF | 2017-03-07 | 2018-01-04 | $155 | $137 | $18 | $18 | |
| 15. ISHARES RUSSELL 2000 ETF | 2017-03-07 | 2018-03-29 | $2,269 | $2,060 | $209 | $209 | |
| 4. ISHARES S&P SM-CAP 600 GROWTH ETF | 2018-03-29 | 2018-07-16 | $778 | $694 | $84 | $84 | |
| 6. ISHARES CORE MSCI EAFE ETF | 2017-04-04 | 2018-05-14 | $408 | $346 | $62 | $62 | |
| 37. ISHARES CORE MSCI EAFE ETF | 2017-03-07 | 2018-06-06 | $2,460 | $2,111 | $349 | $349 | |
| 2. ISHARES CORE MSCI EAFE ETF | 2017-03-07 | 2018-07-16 | $128 | $113 | $15 | $15 | |
| 17. ISHARES CORE MSCI EAFE ETF | 2017-03-07 | 2018-08-30 | $1,091 | $957 | $134 | $134 | |
| 13. ISHARES CORE MSCI EAFE ETF | 2017-03-07 | 2018-12-18 | $724 | $732 | -$8 | -$8 | |
| 6. ISHARES CORE MSCI EMERGING | 2016-11-10 | 2018-01-04 | $352 | $262 | $90 | $90 | |
| 12. ISHARES CORE MSCI EMERGING | 2017-03-07 | 2018-06-06 | $682 | $558 | $124 | $124 | |
| 5.762 JPMORGAN US SMALL COMP-INST | 2017-12-13 | 2018-01-04 | $109 | $107 | $2 | $2 | |
| 89.789 JPMORGAN US SMALL COMP-INST | 2016-06-09 | 2018-01-04 | $1,700 | $1,420 | $280 | $280 | |
| 8.311 MERIDIAN SM-CAP GROWTH FD CL I | 2017-06-01 | 2018-01-04 | $135 | $123 | $12 | $12 | |
| 10.69 MERIDIAN SM-CAP GROWTH FD CL I | 2017-12-20 | 2018-01-04 | $173 | $171 | $2 | $2 | |
| 21.025 MERIDIAN SM-CAP GROWTH FD CL I | 2017-04-04 | 2018-05-14 | $365 | $294 | $71 | $71 | |
| 17.353 MERIDIAN SM-CAP GROWTH FD CL I | 2017-06-01 | 2018-07-16 | $320 | $257 | $63 | $63 | |
| 29.628 MERIDIAN SM-CAP GROWTH FD CL I | 2017-06-01 | 2018-08-30 | $579 | $439 | $140 | $140 | |
| 5.752 NUVEEN SMALL CAP VALUE FD-Y | 2018-06-06 | 2018-07-16 | $156 | $158 | -$2 | -$2 | |
| 21.704 NUVEEN SMALL CAP VALUE FD-Y | 2018-03-29 | 2018-08-30 | $599 | $591 | $8 | $8 | |
| 32.904 T. ROWE PRICE DIV GROWTH CL I | 2017-03-07 | 2018-01-04 | $1,444 | $1,283 | $161 | $161 | |
| 2.032 T. ROWE PRICE DIV GROWTH CL I | 2017-12-13 | 2018-01-04 | $89 | $88 | $1 | $1 | |
| 16.109 T. ROWE PRICE DIV GROWTH CL I | 2017-03-07 | 2018-07-16 | $722 | $628 | $94 | $94 | |
| 160.384 T. ROWE PRICE DIV GROWTH CL I | 2017-03-07 | 2018-08-01 | $7,275 | $6,255 | $1,020 | $1,020 | |
| 2.348 VICTORY INTEGRITY SM-CAP VAL CL Y | 2016-02-18 | 2018-01-04 | $97 | $66 | $31 | $31 | |
| 52.938 VICTORY INTEGRITY SM-CAP VAL CL Y | 2016-02-18 | 2018-03-29 | $2,082 | $1,480 | $602 | $602 | |
| 3.185 VICTORY INTEGRITY SM-CAP VAL CL Y | 2017-12-20 | 2018-03-29 | $125 | $130 | -$5 | -$5 | |
| 43.953 WILMINGTON GLOBAL ALPHA EQUITIES FD | 2014-05-01 | 2018-07-16 | $487 | $473 | $14 | $14 | |
| 35.48 WILMINGTON LARGE-CAP STRATEGY FUND-I | 2015-08-18 | 2018-01-04 | $799 | $665 | $134 | $134 | |
| 18.258 WILMINGTON LARGE-CAP STRATEGY FUND-I | 2015-08-18 | 2018-05-14 | $415 | $342 | $73 | $73 | |
| 47.31 WILMINGTON LARGE-CAP STRATEGY FUND-I | 2015-08-18 | 2018-07-16 | $1,099 | $887 | $212 | $212 | |
| 20.991 WILMINGTON REAL ASSET FUND-I | 2012-01-20 | 2018-07-16 | $305 | $289 | $16 | $16 | |
| 98.618 WILMINGTON INTERNATIONAL FUND-I | 2016-08-03 | 2018-01-04 | $928 | $697 | $231 | $231 | |
| 25.373 WILMINGTON INTERNATIONAL FUND-I | 2016-08-03 | 2018-05-14 | $238 | $179 | $59 | $59 | |
| 151.919 WILMINGTON BROAD MARKET BOND FUND -I | 2016-07-12 | 2018-07-16 | $1,425 | $1,509 | -$84 | -$84 | |
| CAPITAL GAIN DIVIDENDS | $1,218 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,136 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $7,200 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $147,460 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048827 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $7,449 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $141,241 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05274 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $6,684 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $152,004 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.043973 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $8,090 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $156,910 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051558 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $7,532 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $153,455 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049083 | DistributionYr5Rt |
| Total Distribution | 0.246181 | TotalDistributionRt |
| Average Distribution | 0.049236 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $146,319 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $7,204 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $71 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $7,275 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $7,726 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $71 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $71 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $71 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $164 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $164 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $93 | OverpaymentAmt |
| Applied To ES Tax | $72 | AppliedToESTaxAmt |
| Refund | $21 | 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 | $2,568 | 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 | $142,909 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,638 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $148,547 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $148,547 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,228 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $146,319 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,316 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,316 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $71 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $71 | TotalTaxAmt |
| Distributable Before Adj | $7,245 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,245 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,245 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,726 | 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 | $7,726 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $71 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $7,655 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,245 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $7,063 | 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 | $7,726 | QualifyingDistributionsAmt |
| Applied To Year1 | $7,063 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $663 | 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 | $6,582 | 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)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| BROWN UNIVERSITY | ||||||||
| ADMISSIONS OFFICE | 45 PROSPECT STREET | PROVIDENCE | RI | 02912 | NONE | PC | EDUCATION | $3,863 |
| BRANDEIS UNIVERSITY | ||||||||
| STUDENT FINANCIAL SERVICES | 415 SOUTH ST | WALTHAM | MA | 02453 | NONE | PC | GENERAL USE | $3,863 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,726 | 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 | $3,071 | 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 | $8,136 | 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 | $11,207 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,207 | 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 (34 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| T ROWE PRICE LG CAP | |||
| WILMINGTON LARGE-CAP STRATEGY | AT COST | $11,247 | $12,140 |
| DIAMOND HILL LARGE-CAP FUND | |||
| WILMINGTON MULTI-MGR ALTERNATI | |||
| MORGAN STANLEY INSTL FUND | |||
| WILMINGTON BROAD MARKET BD FD | AT COST | $32,570 | $32,296 |
| WILMINGTON MULTI-MANAGER REAL | |||
| WILMINGTON MULTI-MANAGER INTL | |||
| FIDELITY FOCUSED HIGH INCOME F | |||
| FEDERATED TOTAL RETURN BD | AT COST | $11,920 | $11,357 |
| JPMORGAN US SMALL CO | |||
| LSV VALUE EQUITY | AT COST | $4,016 | $3,334 |
| TOUCHSTONE SMALL-CAP GROWTH | |||
| VICTORY INTEGRITY SMALL-CAP VA | |||
| ISHARES CORE MSCI EMERGING MKT | AT COST | $2,394 | $2,546 |
| WCM FOCUSED INTL GROWTH | AT COST | $2,724 | $3,289 |
| CAMBIAR INTL EQUITY | |||
| VAN ECK EMERGING MKTS | |||
| AQR STYLE PREMIA ALT LV | AT COST | $3,019 | $2,821 |
| MERIDIAN SMALL-CAP GROWTH | AT COST | $3,328 | $3,275 |
| T ROWE PRICE DIVIDEND GROWTH | |||
| WILMINGTON GLOBAL ALPHA EQUITI | AT COST | $6,974 | $6,920 |
| WILMINGTON REAL ASSET | AT COST | $5,596 | $5,513 |
| ISHARES CORE MSCI EAFEETF | AT COST | $6,420 | $6,050 |
| WILMINGTON INTL | AT COST | $8,152 | $10,516 |
| ISHARES RUSSELL 1000 GROWTH | AT COST | $6,515 | $6,546 |
| ISHARES RUSSELL 1000 VALUE | |||
| ISHARES RUSSELL 2000 | |||
| HARBOR LARGE CAP VALUE-RET | AT COST | $4,212 | $3,612 |
| ISHARES EDGE MSCI MIN VOL USA | AT COST | $7,029 | $6,707 |
| ISHARE EDGE MSCI USA QLTY FACT | AT COST | $4,594 | $4,452 |
| ISHARES S&P SM-CAP 600 GROWTH | AT COST | $3,102 | $2,904 |
| NUVEEN SMALL CAP VALUE FD-Y | AT COST | $2,364 | $1,869 |
| AMERICAN BEACON SIM H/Y-INS | AT COST | $1,542 | $1,421 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROUNDING | $6 |
| 2018 TRANS POSTED IN 2019 | $135 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2017 TRANS POSTED IN 2018 | Desc |
| Amt | $100 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES PRIOR YEAR BALAN | $158 | $0 | $0 |
| FEDERAL ESTIMATED TAX DEPOSITS | $164 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $39 | $39 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $9 | $9 | $0 |
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