HELEN M SCHIFFNER SCHOLARSHIP FUND: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- HELEN M SCHIFFNER SCHOLARSHIP FUND (EIN 25-6641691)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-01
- IRS object ID
- 201841219349101414
- Schema version
- 2017v2.2
- 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 Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-01T11:02:05-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-04-25 | 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 | 2018-04-25 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $154,502 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $3,102 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,099 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,016 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $61,107 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,016 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $155 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $12,273 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,115 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $2,457 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,457 | 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 | $52 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $52 | 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 | $4,009 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,009 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,209 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,009 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,200 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,064 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,106 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,007 | CashBOYAmt |
| Cash EOY | $3,991 | CashEOYAmt |
| Cash EOYFMV | $3,991 | CashEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $131,385 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $132,471 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $150,511 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $135,392 | TotalAssetsBOYAmt |
| Total Assets EOY | $136,462 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $154,502 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $135,392 | CapitalStockBOYAmt |
| Capital Stock EOY | $136,462 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $135,392 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $136,462 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $135,392 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $136,462 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $135,392 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,064 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6 | OtherIncreasesAmt |
| Subtotal | $136,462 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $136,462 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (45 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 30.995 LSV VALUE EQUITY FUND STRATEGY | 2016-02-18 | 2017-03-07 | $844 | $655 | $189 | $189 | |
| 31.401 LSV VALUE EQUITY FUND STRATEGY | 2016-02-18 | 2017-04-04 | $842 | $663 | $179 | $179 | |
| 4.095 LSV VALUE EQUITY FUND STRATEGY | 2016-02-18 | 2017-05-15 | $110 | $86 | $24 | $24 | |
| 109.736 LSV VALUE EQUITY FUND STRATEGY | 2016-02-18 | 2017-06-01 | $2,953 | $2,318 | $635 | $635 | |
| 161.502 CAMBIAR INTL EQUITY FUND-INS | 2016-02-18 | 2017-03-07 | $3,958 | $3,700 | $258 | $258 | |
| 25.924 DIAMOND HILL LARGE-CAP CL I | 2016-03-22 | 2017-03-07 | $644 | $565 | $79 | $79 | |
| 16.726 DIAMOND HILL LARGE-CAP CL I | 2016-12-15 | 2017-03-07 | $415 | $398 | $17 | $17 | |
| 302.148 DIAMOND HILL LARGE-CAP CL I | 2015-08-18 | 2017-03-07 | $7,505 | $7,110 | $395 | $395 | |
| 26.287 FEDERATED TOTAL RETURN BOND CL I | 2016-05-05 | 2017-05-15 | $286 | $288 | -$2 | -$2 | |
| 162.282 FIDELITY FOCUSED HIGH INCOME FUND | 2015-12-02 | 2017-03-07 | $1,394 | $1,344 | $50 | $50 | |
| 7.949 FIDELITY FOCUSED HIGH INCOME FUND | 2015-12-02 | 2017-05-15 | $69 | $66 | $3 | $3 | |
| 158.239 FIDELITY FOCUSED HIGH INCOME FUND | 2015-12-02 | 2017-10-11 | $1,388 | $1,310 | $78 | $78 | |
| 240.962 T ROWE PRICE LRG CAP GROWTH FD INST | 2008-10-13 | 2017-03-07 | $7,716 | $4,931 | $2,785 | $2,785 | |
| 3.635 T ROWE PRICE LRG CAP GROWTH FD INST | 2016-12-19 | 2017-03-07 | $116 | $108 | $8 | $8 | |
| 21.371 T ROWE PRICE LRG CAP GROWTH FD INST | 2016-03-22 | 2017-03-07 | $684 | $577 | $107 | $107 | |
| 52.554 WCM FOCUSED INTL GROWTH FD | 2016-02-18 | 2017-05-15 | $751 | $605 | $146 | $146 | |
| 10. ISHARES RUSSELL 1000 VALUE ETF | 2017-03-07 | 2017-04-04 | $1,145 | $1,169 | -$24 | -$24 | |
| 19. ISHARES RUSSELL 1000 VALUE ETF | 2017-03-07 | 2017-10-11 | $2,278 | $2,221 | $57 | $57 | |
| 3. ISHARES RUSSELL 1000 GROWTH ETF | 2017-03-07 | 2017-05-15 | $353 | $340 | $13 | $13 | |
| 12. ISHARES CORE MSCI EAFE ETF | 2017-04-04 | 2017-05-15 | $732 | $692 | $40 | $40 | |
| 6. ISHARES CORE MSCI EMERGING | 2017-03-07 | 2017-05-15 | $302 | $279 | $23 | $23 | |
| 31.374 JPMORGAN US SMALL COMP-INST | 2016-02-18 | 2017-03-07 | $571 | $428 | $143 | $143 | |
| 132.081 JPMORGAN US SMALL COMP-INST | 2016-02-18 | 2017-04-04 | $2,389 | $1,802 | $587 | $587 | |
| 3.299 JPMORGAN US SMALL COMP-INST | 2016-02-18 | 2017-05-15 | $60 | $45 | $15 | $15 | |
| 14.004 JPMORGAN US SMALL COMP-INST | 2016-06-09 | 2017-06-01 | $256 | $222 | $34 | $34 | |
| .018 JPMORGAN US SMALL COMP-INST | 2016-12-14 | 2017-06-01 | |||||
| 54.287 JPMORGAN US SMALL COMP-INST | 2016-02-18 | 2017-06-01 | $992 | $740 | $252 | $252 | |
| 10.627 MERIDIAN SM-CAP GROWTH FD CL I | 2017-04-04 | 2017-05-15 | $153 | $149 | $4 | $4 | |
| 131.386 MSIF GROWTH PORTFOLIO CL IS | 2010-11-17 | 2017-03-07 | $5,227 | $4,119 | $1,108 | $1,108 | |
| 11.406 MSIF GROWTH PORTFOLIO CL IS | 2016-07-05 | 2017-03-07 | $454 | $419 | $35 | $35 | |
| 8.929 MSIF GROWTH PORTFOLIO CL IS | 2016-12-16 | 2017-03-07 | $355 | $322 | $33 | $33 | |
| 7.134 T ROWE PRICE DIVIDEND GROWTH FD #58 | 2017-03-07 | 2017-05-15 | $284 | $278 | $6 | $6 | |
| 1.684 TOUCHSTONE SMALL-CAP GR CL Y | 2016-12-13 | 2017-03-07 | $10 | $10 | |||
| 399.029 TOUCHSTONE SMALL-CAP GR CL Y | 2016-02-18 | 2017-03-07 | $2,322 | $2,055 | $267 | $267 | |
| 232.784 VAN ECK EMERGING MARKETS FUND CL I | 2016-06-09 | 2017-03-07 | $3,264 | $3,124 | $140 | $140 | |
| 18.238 VICTORY INTEGRITY SM-CAP VAL CL Y | 2016-02-18 | 2017-03-07 | $714 | $510 | $204 | $204 | |
| 24.274 WILMINGTON GLOBAL ALPHA EQUITIES FD | 2014-05-01 | 2017-05-15 | $259 | $264 | -$5 | -$5 | |
| 53.634 WILMINGTON LARGE-CAP STRATEGY FUND-I | 2015-08-18 | 2017-03-07 | $1,048 | $1,006 | $42 | $42 | |
| 16.65 WILMINGTON LARGE-CAP STRATEGY FUND-I | 2015-08-18 | 2017-05-15 | $330 | $312 | $18 | $18 | |
| 198.383 WILMINGTON REAL ASSET FUND-I | 2012-01-20 | 2017-02-07 | $2,716 | $2,739 | -$23 | -$23 | |
| 11.832 WILMINGTON REAL ASSET FUND-I | 2012-01-20 | 2017-05-15 | $166 | $163 | $3 | $3 | |
| 300.812 WILMINGTON INTERNATIONAL FUND-I | 2012-09-06 | 2017-03-07 | $2,223 | $1,972 | $251 | $251 | |
| 171.059 WILMINGTON INTERNATIONAL FUND-I | 2012-09-06 | 2017-05-15 | $1,389 | $1,174 | $215 | $215 | |
| 83.039 WILMINGTON BROAD MARKET BOND FUND -I | 2014-10-14 | 2017-05-15 | $798 | $813 | -$15 | -$15 | |
| CAPITAL GAIN DIVIDENDS | $642 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,016 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $7,449 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $141,241 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05274 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $6,684 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $152,004 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043973 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $8,090 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $156,910 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051558 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $7,532 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $153,455 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049083 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $7,530 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $146,461 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051413 | DistributionYr5Rt |
| Total Distribution | 0.248767 | TotalDistributionRt |
| Average Distribution | 0.049753 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $147,460 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $7,337 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $81 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $7,418 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $7,200 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $162 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $162 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $162 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $4 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $158 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
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 BANK | 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 | $2,457 | 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 | $145,327 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,379 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $149,706 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $149,706 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,246 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $147,460 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,373 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,373 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $162 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $162 | TotalTaxAmt |
| Distributable Before Adj | $7,211 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,211 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,211 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,200 | 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 | $7,200 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $7,200 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,211 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $7,052 | 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 | $7,200 | QualifyingDistributionsAmt |
| Applied To Year1 | $7,052 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $148 | 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 | $7,063 | 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 |
|---|---|---|---|---|---|---|---|---|
| AMHERST COLLEGE | ||||||||
| CONTROLLER'S OFFICE | PO BOX 5000 | AMHERST | MA | 010025000 | NONE | PC | SCHOLARSHIP AWARD | $3,600 |
| GEORGE WASHINGTON UNIVERSITY | ||||||||
| OFFICE OF STUDENT FINANC ASSISTANCE | 800 21ST ST NW | WASHINGTON | DC | 20052 | NONE | PC | SCHOLARSHIP AWARD | $3,600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,200 | 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 | $3,102 | 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 | $9,016 | 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 | $155 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $12,273 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $12,273 | 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 (28 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| T ROWE PRICE LG CAP | |||
| WILMINGTON LARGE-CAP STRATEGY | AT COST | $12,595 | $15,218 |
| DIAMOND HILL LARGE-CAP FUND | |||
| WILMINGTON MULTI-MGR ALTERNATI | |||
| MORGAN STANLEY INSTL FUND | |||
| WILMINGTON BROAD MARKET BD FD | AT COST | $31,628 | $32,272 |
| WILMINGTON MULTI-MANAGER REAL | |||
| WILMINGTON MULTI-MANAGER INTL | |||
| FIDELITY FOCUSED HIGH INCOME F | AT COST | $1,351 | $1,495 |
| FEDERATED TOTAL RETURN BD | AT COST | $11,527 | $11,460 |
| JPMORGAN US SMALL CO | AT COST | $1,527 | $1,785 |
| LSV VALUE EQUITY | AT COST | $5,217 | $6,257 |
| TOUCHSTONE SMALL-CAP GROWTH | |||
| VICTORY INTEGRITY SMALL-CAP VA | AT COST | $1,676 | $2,387 |
| ISHARES CORE MSCI EMERGING MKT | AT COST | $3,215 | $4,097 |
| WCM FOCUSED INTL GROWTH | AT COST | $3,018 | $4,123 |
| CAMBIAR INTL EQUITY | |||
| VAN ECK EMERGING MKTS | |||
| AQR STYLE PREMIA ALT LV | AT COST | $2,967 | $2,926 |
| MERIDIAN SMALL-CAP GROWTH | AT COST | $3,822 | $4,273 |
| T ROWE PRICE DIVIDEND GROWTH | AT COST | $8,255 | $9,170 |
| WILMINGTON GLOBAL ALPHA EQUITI | AT COST | $7,211 | $7,452 |
| WILMINGTON REAL ASSET | AT COST | $5,789 | $6,319 |
| ISHARES CORE MSCI EAFEETF | AT COST | $9,328 | $10,905 |
| WILMINGTON INTL | AT COST | $9,028 | $13,989 |
| ISHARES RUSSELL 1000 GROWTH | AT COST | $9,899 | $11,582 |
| ISHARES RUSSELL 1000 VALUE | AT COST | $2,221 | $2,362 |
| ISHARES RUSSELL 2000 | AT COST | $2,197 | $2,439 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $6 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES ON QUALIFIED FOR | $42 | $42 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $10 | $10 | $0 |
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