HELEN M SCHIFFNER SCHOLARSHIP FUND: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- HELEN M SCHIFFNER SCHOLARSHIP FUND (EIN 25-6641691)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-08
- IRS object ID
- 201711289349101901
- Schema version
- 2016v3.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-08T19:01:27-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | ONE M T PLAZA 7TH FLOOR | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14203 | 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 | 2017-05-04 | 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 | 2017-05-04 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 192.168.85.1 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7F0D298A0E3AF061EF67938DF996C648A49ED6EB | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E474EC11BB6B7416476F0BAB8BACEBB9524DAD1C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $143,771 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $2,060 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,112 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $555 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $63,417 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $555 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $149 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $2,764 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,667 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $2,507 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,507 | 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 |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $80 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $44 | 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 | $2,587 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,551 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,037 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,551 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,450 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,273 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $116 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $13,225 | CashBOYAmt |
| Cash EOY | $4,007 | CashEOYAmt |
| Cash EOYFMV | $4,007 | CashEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $129,440 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $131,385 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $139,764 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $142,665 | TotalAssetsBOYAmt |
| Total Assets EOY | $135,392 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $143,771 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $142,665 | CapitalStockBOYAmt |
| Capital Stock EOY | $135,392 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $142,665 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $135,392 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $142,665 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $135,392 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $142,665 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,273 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $135,392 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $135,392 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (32 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 212.962 DIAMOND HILL LARGE-CAP CL I | 2014-12-17 | 2016-02-18 | $4,321 | $4,679 | -$358 | -$358 | |
| 6.344 HARBOR INTERNATIONAL FUND #11 | 2015-12-17 | 2016-02-18 | $355 | $374 | -$19 | -$19 | |
| 208.96 HARBOR INTERNATIONAL FUND #11 | 2014-10-14 | 2016-02-18 | $11,681 | $11,064 | $617 | $617 | |
| 2.174 HARBOR INTERNATIONAL FUND #11 | 2015-06-11 | 2016-02-18 | $122 | $157 | -$35 | -$35 | |
| 34. ISHARES RUSSELL 2000 VALUE ETF | 2014-10-14 | 2016-02-18 | $2,867 | $3,323 | -$456 | -$456 | |
| 35. ISHARES RUSSELL 2000 GROWTH ETF | 2014-12-02 | 2016-02-18 | $4,217 | $4,821 | -$604 | -$604 | |
| 92.787 MFS INTL NEW DISCOVERY CL I | 2014-05-01 | 2016-02-18 | $2,473 | $2,750 | -$277 | -$277 | |
| 27.497 RIDGEWORTH SEIX FLTNG RT HI INC FD I | 2015-05-05 | 2016-02-18 | $221 | $245 | -$24 | -$24 | |
| 320.769 RIDGEWORTH SEIX FLTNG RT HI INC FD I | 2013-01-24 | 2016-02-18 | $2,579 | $2,647 | -$68 | -$68 | |
| 57.855 VANGUARD INFLATION-PROTECTED CL ADML | 2015-11-11 | 2016-02-18 | $1,478 | $1,470 | $8 | $8 | |
| 262.694 WILMINGTON BROAD MARKET BOND FUND -I | 2015-02-10 | 2016-02-18 | $2,535 | $2,575 | -$40 | -$40 | |
| 111.795 WILMINGTON MULTI-MGR INTERNATIONAL-I | 2014-10-14 | 2016-03-22 | $774 | $837 | -$63 | -$63 | |
| 16. WISDOMTREE JAPAN HEDGED EQUITY ETF | 2015-08-18 | 2016-03-22 | $701 | $915 | -$214 | -$214 | |
| 4. WISDOMTREE JAPAN HEDGED EQUITY ETF | 2016-02-18 | 2016-03-22 | $175 | $171 | $4 | $4 | |
| 29. ISHARES CRNCY HDGD MSCI EUROZONE ETF | 2015-09-15 | 2016-04-22 | $734 | $739 | -$5 | -$5 | |
| 38.553 WILMINGTON SHORT TERM BOND FUND-I | 2015-05-05 | 2016-05-05 | $389 | $389 | |||
| 430.318 WILMINGTON SHORT TERM BOND FUND-I | 2014-12-04 | 2016-05-05 | $4,338 | $4,202 | $136 | $136 | |
| 78.694 WILMINGTON SHORT TERM BOND FUND-I | 2016-02-18 | 2016-05-05 | $793 | $788 | $5 | $5 | |
| 7.859 DIAMOND HILL LARGE-CAP CL I | 2015-08-18 | 2016-06-09 | $176 | $186 | -$10 | -$10 | |
| 11.259 DIAMOND HILL LARGE-CAP CL I | 2014-05-01 | 2016-06-09 | $253 | $247 | $6 | $6 | |
| 47.349 FIDELITY FOCUSED HIGH INCOME FUND | 2015-05-05 | 2016-06-09 | $393 | $414 | -$21 | -$21 | |
| 18.467 T ROWE PRICE LRG CAP GROWTH FD INST | 2014-12-17 | 2016-06-09 | $518 | $359 | $159 | $159 | |
| 352.186 WILMINGTON LARGE-CAP STRATEGY FUND-I | 2014-10-14 | 2016-06-09 | $6,121 | $6,061 | $60 | $60 | |
| 37.734 WILMINGTON MULTI-MGR REAL ASSET - I | 2015-05-05 | 2016-06-09 | $523 | $558 | -$35 | -$35 | |
| 516.923 WILMINGTON MULTI-MGR INTERNATIONAL-I | 2014-10-14 | 2016-06-09 | $3,696 | $3,592 | $104 | $104 | |
| 80.544 FIDELITY FOCUSED HIGH INCOME FUND | 2015-12-02 | 2016-07-12 | $678 | $667 | $11 | $11 | |
| 258.84 FIDELITY FOCUSED HIGH INCOME FUND | 2015-05-05 | 2016-07-12 | $2,179 | $2,262 | -$83 | -$83 | |
| 310.951 WILMINGTON BROAD MARKET BOND FUND -I | 2015-02-10 | 2016-08-03 | $3,082 | $3,045 | $37 | $37 | |
| 57.3 MSIF GROWTH PORTFOLIO CL IS | 2015-07-02 | 2016-11-10 | $2,200 | $1,773 | $427 | $427 | |
| 45.295 VAN ECK EMERGING MARKETS FUND CL I | 2016-08-03 | 2016-11-10 | $611 | $618 | -$7 | -$7 | |
| 64.337 WILMINGTON MULTI-MGR REAL ASSET - I | 2015-06-11 | 2016-11-10 | $862 | $934 | -$72 | -$72 | |
| CAPITAL GAIN DIVIDENDS | $1,372 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $555 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $6,684 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $152,004 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043973 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $8,090 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $156,910 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051558 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $7,532 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $153,455 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049083 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $7,530 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $146,461 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051413 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $6,200 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $151,893 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.040818 | DistributionYr5Rt |
| Total Distribution | 0.236845 | TotalDistributionRt |
| Average Distribution | 0.047369 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $141,241 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $6,690 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $6,691 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $7,450 | 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 | $1 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $160 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $0 | AppliedToEsTaxAmt |
| Total Payments And Credits | $160 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $159 | OverpaymentAmt |
| Applied To ES Tax | $4 | AppliedToESTaxAmt |
| Refund | $155 | 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 | 7168425506 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 WEHRLE DRIVE 2ND FLOOR | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14221 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | M AND T BANK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 WEHRLE DRIVE 2ND FLOOR | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14221 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | CORPORATE TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 6 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $2,507 | 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 | $135,538 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,854 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $143,392 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $143,392 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,151 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $141,241 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,062 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,062 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1 | TotalTaxAmt |
| Distributable Before Adj | $7,061 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,061 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,061 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,450 | 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 | $7,450 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $7,449 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,061 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $7,441 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| 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 | $7,450 | QualifyingDistributionsAmt |
| Applied To Year1 | $7,441 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9 | 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 | $7,052 | 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 | 6103744031 | 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 |
|---|---|---|---|---|---|---|---|
| BROWN UNIVERSITY | |||||||
| ATTN CASHIERS OFFICE | PROVIDENCE | RI | 02912 | NONE | PC | SUPPORT FOR STUDENT | $3,725 |
| UNIVERSITY OF PITTSBURGH | |||||||
| ATTN STUDENT PAYMENT CENTER | PITTSBURGH | PA | 15260 | NONE | PC | SUPPORT FOR STUDENT | $3,725 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,450 | 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 | $2,060 | 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 | $555 | 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 | $149 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,764 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,764 | 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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (27 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ISHARES RUSSELL 2000 VALUE | |||
| T ROWE PRICE LG CAP | AT COST | $5,615 | $7,777 |
| HARBOR INTL FUND | |||
| RIDGEWORTH SEIX FLOATING RATE | |||
| WILMINGTON LARGE-CAP STRATEGY | AT COST | $13,912 | $13,976 |
| ISHARES RUSSELL 2000 GROWTH | |||
| DIAMOND HILL LARGE-CAP FUND | AT COST | $8,073 | $7,999 |
| MFS INTL NEW DISCOVERY FUND | |||
| WILMINGTON MULTI-MGR ALTERNATI | AT COST | $7,475 | $7,116 |
| MORGAN STANLEY INSTL FUND | AT COST | $4,860 | $5,359 |
| WILMINGTON BROAD MARKET BD FD | AT COST | $27,417 | $27,745 |
| WILMINGTON SHORT TERM CORP BD | |||
| WILMINGTON MULTI-MANAGER REAL | AT COST | $8,690 | $8,653 |
| WILMINGTON MULTI-MANAGER INTL | AT COST | $12,175 | $13,887 |
| FIDELITY FOCUSED HIGH INCOME F | AT COST | $4,071 | $4,255 |
| VANGUARD INFLATION PROTECTED S | |||
| ISHARES CURRENCY HEDGED MSCI E | |||
| WISDOMTREE JAPAN HEDGED EQUITY | |||
| FEDERATED TOTAL RETURN BD | AT COST | $11,152 | $10,954 |
| JPMORGAN US SMALL CO | AT COST | $4,657 | $5,945 |
| LSV VALUE EQUITY | AT COST | $6,623 | $8,185 |
| TOUCHSTONE SMALL-CAP GROWTH | AT COST | $2,065 | $2,360 |
| VICTORY INTEGRITY SMALL-CAP VA | AT COST | $2,055 | $2,827 |
| ISHARES CORE MSCI EMERGING MKT | AT COST | $2,099 | $2,038 |
| WCM FOCUSED INTL GROWTH | AT COST | $3,622 | $3,789 |
| CAMBIAR INTL EQUITY | AT COST | $3,700 | $3,873 |
| VAN ECK EMERGING MKTS | AT COST | $3,124 | $3,026 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES CY | $80 | $0 | $0 |
| FOREIGN TAXES QUALIFIED | $43 | $0 | |
| FOREIGN TAXES NONQUALIFIED | $1 | $0 |
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