HELEN M SCHIFFNER SCHOLARSHIP FUND: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- HELEN M SCHIFFNER SCHOLARSHIP FUND (EIN 25-6641691)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-10
- IRS object ID
- 201631319349101323
- Schema version
- 2015v2.0
- 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 | 2016-05-10T13:01:43-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 1100 WEHRLE DRIVE 2ND FLOOR | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14221 | 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 | 2016-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHELE L DORE EA | PreparerPersonNm |
| Phone | 8043444548 | PhoneNum |
| Preparation | 2016-04-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $145,594 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $2,519 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,519 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,177 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $55,938 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,177 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $10,696 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,696 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $2,708 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,708 | 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 | $733 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $50 | 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 | $3,441 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,758 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,684 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,684 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,125 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,758 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,684 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $571 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,938 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,138 | CashBOYAmt |
| Cash EOY | $13,225 | CashEOYAmt |
| Cash EOYFMV | $13,225 | CashEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $134,950 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $129,440 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $132,369 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $142,088 | TotalAssetsBOYAmt |
| Total Assets EOY | $142,665 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $145,594 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $142,088 | CapitalStockBOYAmt |
| Capital Stock EOY | $142,665 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $142,088 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $142,665 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $142,088 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $142,665 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $142,088 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $571 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6 | OtherIncreasesAmt |
| Subtotal | $142,665 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $142,665 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (49 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 321.216 FPA NEW INCOME FUND | 2014-05-01 | 2015-02-10 | $3,260 | $3,299 | -$39 | -$39 | |
| 11.78 DIAMOND HILL LARGE-CAP CL I | 2014-05-01 | 2015-05-05 | $274 | $259 | $15 | $15 | |
| 6.168 HARBOR INTERNATIONAL FUND #11 | 2014-05-01 | 2015-05-05 | $441 | $453 | -$12 | -$12 | |
| 12.293 T ROWE PRICE LRG CAP GROWTH FD INST | 2014-05-01 | 2015-05-05 | $357 | $327 | $30 | $30 | |
| 1. ISHARES RUSSELL 2000 VALUE ETF | 2014-05-01 | 2015-05-05 | $101 | $98 | $3 | $3 | |
| 3. ISHARES RUSSELL 2000 GROWTH ETF | 2014-12-02 | 2015-05-05 | $447 | $413 | $34 | $34 | |
| 1.852 MFS INTL NEW DISCOVERY CL I | 2014-05-01 | 2015-05-05 | $55 | $55 | |||
| 31.792 MSIF GROWTH PORTFOLIO CL IS | 2014-05-01 | 2015-05-05 | $1,327 | $1,200 | $127 | $127 | |
| 16.823 STERLING CAPITAL MID-CAP VALUE CL-I | 2014-05-01 | 2015-05-05 | $340 | $324 | $16 | $16 | |
| 2.386 WILMINGTON LARGE-CAP STRATEGY FUND-I | 2014-10-14 | 2015-05-05 | $44 | $41 | $3 | $3 | |
| 26.456 WILMINGTON LARGE-CAP STRATEGY FUND-I | 2014-12-04 | 2015-05-05 | $489 | $479 | $10 | $10 | |
| 44.989 WILMINGTON MID CAP GROWTH FUND -I | 2014-05-01 | 2015-05-05 | $817 | $818 | -$1 | -$1 | |
| 82.338 WILMINGTON MULTI-MGR INTERNATIONAL-I | 2014-05-01 | 2015-05-05 | $662 | $655 | $7 | $7 | |
| 1. ISHARES RUSSELL 2000 VALUE ETF | 2014-05-01 | 2015-06-10 | $103 | $98 | $5 | $5 | |
| 2. ISHARES RUSSELL 2000 GROWTH ETF | 2014-12-02 | 2015-06-10 | $309 | $276 | $33 | $33 | |
| 2.061 DIAMOND HILL LARGE-CAP CL I | 2014-05-01 | 2015-06-11 | $49 | $45 | $4 | $4 | |
| 1.503 FIDELITY FOCUSED HIGH INCOME FUND | 2015-05-05 | 2015-06-11 | $13 | $13 | |||
| 1.508 T ROWE PRICE LRG CAP GROWTH FD INST | 2014-05-01 | 2015-06-11 | $45 | $39 | $6 | $6 | |
| .466 MFS INTL NEW DISCOVERY CL I | 2014-05-01 | 2015-06-11 | $14 | $14 | |||
| 9.036 MSIF GROWTH PORTFOLIO CL IS | 2014-05-01 | 2015-06-11 | $387 | $332 | $55 | $55 | |
| 4.617 RIDGEWORTH SEIX FLTNG RT HI INC FD I | 2013-01-24 | 2015-06-11 | $41 | $42 | -$1 | -$1 | |
| .636 STERLING CAPITAL MID-CAP VALUE CL-I | 2014-05-01 | 2015-06-11 | $13 | $12 | $1 | $1 | |
| 11.647 WILMINGTON MULTI-MNGR ALT FD CLASS I | 2014-05-01 | 2015-06-11 | $128 | $125 | $3 | $3 | |
| .853 WILMINGTON LARGE-CAP STRATEGY FUND-I | 2014-10-14 | 2015-06-11 | $16 | $15 | $1 | $1 | |
| 5.859 WILMINGTON SHORT TERM BOND FUND-I | 2013-12-04 | 2015-06-11 | $59 | $60 | -$1 | -$1 | |
| 383.423 WILMINGTON MID CAP GROWTH FUND -I | 2014-05-01 | 2015-06-11 | $7,124 | $6,322 | $802 | $802 | |
| 63.792 WILMINGTON MID CAP GROWTH FUND -I | 2014-12-04 | 2015-08-05 | $1,114 | $1,133 | -$19 | -$19 | |
| 17.488 WILMINGTON MID CAP GROWTH FUND -I | 2015-06-29 | 2015-08-05 | $305 | $304 | $1 | $1 | |
| 290.756 WILMINGTON MID CAP GROWTH FUND -I | 2010-11-17 | 2015-08-05 | $5,078 | $3,488 | $1,590 | $1,590 | |
| 5.924 FIDELITY FOCUSED HIGH INCOME FUND | 2015-05-05 | 2015-08-18 | $50 | $52 | -$2 | -$2 | |
| 15.769 HARBOR INTERNATIONAL FUND #11 | 2014-05-01 | 2015-08-18 | $1,072 | $1,158 | -$86 | -$86 | |
| 9.89 T ROWE PRICE LRG CAP GROWTH FD INST | 2008-02-12 | 2015-08-18 | $305 | $139 | $166 | $166 | |
| 29. ISHARES GLOBAL ENERGY ETF | 2014-12-02 | 2015-08-18 | $930 | $1,128 | -$198 | -$198 | |
| 2. ISHARES GLOBAL ENERGY ETF | 2015-06-10 | 2015-08-18 | $64 | $74 | -$10 | -$10 | |
| 1. ISHARES RUSSELL 2000 GROWTH ETF | 2014-12-02 | 2015-08-18 | $152 | $138 | $14 | $14 | |
| 3.772 MFS INTL NEW DISCOVERY CL I | 2014-05-01 | 2015-08-18 | $111 | $112 | -$1 | -$1 | |
| 31.215 MSIF GROWTH PORTFOLIO CL IS | 2014-07-02 | 2015-08-18 | $1,351 | $1,148 | $203 | $203 | |
| 9.049 RIDGEWORTH SEIX FLTNG RT HI INC FD I | 2013-01-24 | 2015-08-18 | $79 | $82 | -$3 | -$3 | |
| 13.824 STERLING CAPITAL MID-CAP VALUE CL-I | 2014-12-10 | 2015-08-18 | $275 | $263 | $12 | $12 | |
| 206.877 STERLING CAPITAL MID-CAP VALUE CL-I | 2014-05-01 | 2015-08-18 | $4,117 | $3,978 | $139 | $139 | |
| 79. VANGUARD FINANCIALS ETF | 2015-06-10 | 2015-08-18 | $4,049 | $4,007 | $42 | $42 | |
| 21. VANGUARD HEALTH CARE ETF | 2015-06-10 | 2015-08-18 | $3,004 | $2,911 | $93 | $93 | |
| 34.936 WILMINGTON MULTI-MNGR ALT FD CLASS I | 2014-05-01 | 2015-08-18 | $385 | $376 | $9 | $9 | |
| 10.778 WILMINGTON MULTI-MGR REAL ASSET - I | 2014-05-01 | 2015-08-18 | $151 | $161 | -$10 | -$10 | |
| 20.099 WILMINGTON SHORT TERM BOND FUND-I | 2013-12-04 | 2015-08-18 | $202 | $198 | $4 | $4 | |
| 140.602 WILMINGTON BROAD MARKET BOND FUND -I | 2013-01-24 | 2015-08-18 | $1,354 | $1,406 | -$52 | -$52 | |
| 5. ISHARES RUSSELL 2000 GROWTH ETF | 2014-12-02 | 2015-09-15 | $721 | $689 | $32 | $32 | |
| 275.027 MSIF GROWTH PORTFOLIO CL IS | 2014-05-01 | 2015-10-20 | $11,249 | $9,002 | $2,247 | $2,247 | |
| CAPITAL GAIN DIVIDENDS | $2,905 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,177 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $8,090 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $156,910 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051558 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $7,532 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $153,455 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049083 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $7,530 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $146,461 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051413 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $6,200 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $151,893 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.040818 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $7,793 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $146,960 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.053028 | DistributionYr5Rt |
| Total Distribution | 0.2459 | TotalDistributionRt |
| Average Distribution | 0.04918 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $152,004 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $7,476 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $79 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $7,555 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $6,684 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $159 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $159 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $159 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $388 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $0 | AppliedToEsTaxAmt |
| Total Payments And Credits | $388 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $229 | OverpaymentAmt |
| Applied To ES Tax | $80 | AppliedToESTaxAmt |
| Refund | $149 | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | M AND T BANK | BusinessNameLine1Txt |
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 | $2,708 | 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 | $145,006 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,313 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $154,319 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $154,319 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,315 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $152,004 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,600 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,600 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $159 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $159 | TotalTaxAmt |
| Distributable Before Adj | $7,441 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,441 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,441 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,684 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $6,684 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $6,684 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,441 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $6,684 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | 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 | $6,684 | QualifyingDistributionsAmt |
| Applied To Year1 | $6,684 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $7,441 | 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 |
|---|---|---|---|---|---|---|---|
| DARTMOUTH COLLEGE | |||||||
| 7 LEBANON STREET SUITE 302 NO 6015 | HANOVER | NH | 03755 | NONE | PC | SUPPORT FOR STUDENT | $3,342 |
| EMORY UNIVERSITY | |||||||
| 1599 CLIFTON ROAD 3RD FLOOR | ATLANTA | GA | 30322 | NONE | PC | SUPPORT FOR EDUCATIONAL | $3,342 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,684 | 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 | $2,519 | 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 | $8,177 | 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 | $10,696 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,696 | 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 (22 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ISHARES RUSSELL 2000 VALUE | AT COST | $3,323 | $3,126 |
| T ROWE PRICE LG CAP | AT COST | $1,337 | $2,970 |
| HARBOR INTL FUND | AT COST | $11,596 | $12,925 |
| RIDGEWORTH SEIX FLOATING RATE | AT COST | $2,892 | $2,877 |
| WILMINGTON LARGE-CAP STRATEGY | AT COST | $19,724 | $18,576 |
| ISHARES RUSSELL 2000 GROWTH | AT COST | $4,821 | $4,875 |
| DIAMOND HILL LARGE-CAP FUND | AT COST | $12,222 | $11,513 |
| FPA NEW INCOME FUND | |||
| MFS INTL NEW DISCOVERY FUND | AT COST | $2,750 | $2,634 |
| STERLING CAPITAL MID-CAP VALUE | |||
| WILMINGTON MULTI-MGR ALTERNATI | AT COST | $7,416 | $7,020 |
| MORGAN STANLEY INSTL FUND | AT COST | $3,384 | $4,717 |
| WILMINGTON BROAD MARKET BD FD | AT COST | $25,630 | $25,969 |
| WILMINGTON SHORT TERM CORP BD | AT COST | $4,599 | $4,683 |
| WILMINGTON MID CAP GROWTH FD | |||
| WILMINGTON MULTI-MANAGER REAL | AT COST | $7,696 | $7,238 |
| WILMINGTON MULTI-MANAGER INTL | AT COST | $12,563 | $14,217 |
| ISHARES GLOBAL ENERGY ETF | |||
| FIDELITY FOCUSED HIGH INCOME F | AT COST | $6,363 | $6,020 |
| VANGUARD INFLATION PROTECTED S | AT COST | $1,470 | $1,459 |
| ISHARES CURRENCY HEDGED MSCI E | AT COST | $739 | $749 |
| WISDOMTREE JAPAN HEDGED EQUITY | AT COST | $915 | $801 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROUNDING | $2 |
| MUTUAL FUND ADJUSTMENT | $4 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES PRIOR YEAR BALAN | $295 | $0 | $0 |
| FEDERAL ESTIMATED TAX DEPOSITS | $388 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $44 | $44 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $6 | $6 | $0 |
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