HELEN M SCHIFFNER SCHOLARSHIP FUND: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- HELEN M SCHIFFNER SCHOLARSHIP FUND (EIN 25-6641691)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-07
- IRS object ID
- 201531279349101118
- Schema version
- 2014v5.0
- 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 | 2015-05-07T11:01:19-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 EAST CARY STREET 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 | 2014-01-01 | 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 | 7168425506 | 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 | 7168425506 | PhoneNum |
| Signature | 2015-05-04 | 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 | 2015-05-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $155,821 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $2,428 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,428 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $19,658 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $108,963 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $19,658 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $22,086 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $22,086 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $2,672 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,672 | 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 | $175 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $46 | 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 | $2,847 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,718 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,090 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,090 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,937 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,718 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,090 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $11,149 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $19,368 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,517 | CashBOYAmt |
| Cash EOY | $7,138 | CashEOYAmt |
| Cash EOYFMV | $7,138 | CashEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $127,393 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $134,950 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $148,683 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $130,910 | TotalAssetsBOYAmt |
| Total Assets EOY | $142,088 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $155,821 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $130,910 | CapitalStockBOYAmt |
| Capital Stock EOY | $142,088 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $130,910 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $142,088 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $130,910 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $142,088 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $130,910 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $11,149 | ExcessRevenueOverExpensesAmt |
| Other Increases | $29 | OtherIncreasesAmt |
| Subtotal | $142,088 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $142,088 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (55 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 429.923 LSV VALUE EQUITY FUND STRATEGY | 2013-01-24 | 2014-05-01 | $9,647 | $6,048 | $3,599 | $3,599 | |
| 5.374 DREYFUS INTERNATIONAL BOND CL I | 2013-07-08 | 2014-05-01 | $91 | $88 | $3 | $3 | |
| 175.926 DREYFUS INTERNATIONAL BOND CL I | 2013-01-24 | 2014-05-01 | $2,991 | $2,846 | $145 | $145 | |
| 322.751 FEDERATED ULTRA SHORT BOND CL I | 2013-01-24 | 2014-05-01 | $2,960 | $2,954 | $6 | $6 | |
| 3.198 LAZARD EMRG MARKETS EQUITY FD CL-I | 2013-12-23 | 2014-05-01 | $60 | $60 | |||
| 167.778 LAZARD EMRG MARKETS EQUITY FD CL-I | 2012-12-24 | 2014-05-01 | $3,136 | $2,713 | $423 | $423 | |
| 160.511 LITMAN GREGORY MSTRS INTL FD CL-INST | 2013-07-08 | 2014-05-01 | $2,926 | $2,567 | $359 | $359 | |
| 246.118 LITMAN GREGORY MSTRS INTL FD CL-INST | 2012-07-26 | 2014-05-01 | $4,487 | $2,399 | $2,088 | $2,088 | |
| 43.044 MFS EMERGING MARKETS DEBT FUND - I | 2013-07-08 | 2014-05-01 | $643 | $632 | $11 | $11 | |
| 2.798 MFS EMERGING MARKETS DEBT FUND - I | 2013-12-10 | 2014-05-01 | $42 | $41 | $1 | $1 | |
| 559.027 MFS EMERGING MARKETS DEBT FUND - I | 2013-01-24 | 2014-05-01 | $8,346 | $8,220 | $126 | $126 | |
| 542.05 RIDGEWORTH SEIX FLTNG RT HI INC FD I | 2013-01-24 | 2014-05-01 | $4,900 | $4,940 | -$40 | -$40 | |
| 9.498 TIAA-CREF MID-CAP VALUE FD RETAIL CL | 2013-07-08 | 2014-05-01 | $221 | $202 | $19 | $19 | |
| 25.725 TIAA-CREF MID-CAP VALUE FD RETAIL CL | 2013-12-13 | 2014-05-01 | $599 | $552 | $47 | $47 | |
| 379.892 TIAA-CREF MID-CAP VALUE FD RETAIL CL | 2013-01-24 | 2014-05-01 | $8,848 | $6,888 | $1,960 | $1,960 | |
| 144.671 WELLS FARGO ADV EMRG MKT CL I | 2013-07-08 | 2014-05-01 | $3,167 | $2,950 | $217 | $217 | |
| 502.249 WILMINGTON SHORT TERM BOND FUND-I | 2013-01-24 | 2014-05-01 | $5,138 | $5,055 | $83 | $83 | |
| 182.02 WILMINGTON SMALL CAP GROWTH FUND -I | 2012-07-26 | 2014-05-01 | $4,065 | $2,795 | $1,270 | $1,270 | |
| 298.697 WILMINGTON LARGE CAP GROWTH FUND -I | 2012-07-26 | 2014-05-01 | $2,856 | $2,245 | $611 | $611 | |
| 424.367 WILMINGTON LARGE CAP VALUE FUND -I | 2012-11-05 | 2014-05-01 | $5,653 | $3,194 | $2,459 | $2,459 | |
| 2.591 WILMINGTON BROAD MARKET BOND FUND -I | 2012-09-06 | 2014-05-01 | $25 | $26 | -$1 | -$1 | |
| 2.802 LSV VALUE EQUITY FUND STRATEGY | 2011-10-20 | 2014-05-29 | $64 | $35 | $29 | $29 | |
| 8.804 DWS FLOATING RATE CL I | 2014-05-01 | 2014-05-29 | $83 | $83 | |||
| 8.149 DIAMOND HILL LARGE-CAP CL I | 2014-05-01 | 2014-05-29 | $182 | $179 | $3 | $3 | |
| 8.553 FPA NEW INCOME FUND | 2014-05-01 | 2014-05-29 | $86 | $88 | -$2 | -$2 | |
| 5.17 HARBOR INTERNATIONAL FUND #11 | 2012-07-26 | 2014-05-29 | $382 | $282 | $100 | $100 | |
| 13.58 T ROWE PRICE LRG CAP GROWTH FD INST | 2013-01-24 | 2014-05-29 | $376 | $268 | $108 | $108 | |
| 6.759 MFS INTL NEW DISCOVERY CL I | 2014-05-01 | 2014-05-29 | $204 | $200 | $4 | $4 | |
| 26.34 MSIF GROWTH PORTFOLIO CL I | 2013-01-24 | 2014-05-29 | $1,004 | $743 | $261 | $261 | |
| 8.726 MSIF SMALL CO GR PORT CL IS | 2014-05-01 | 2014-05-29 | $148 | $151 | -$3 | -$3 | |
| 9.669 RIDGEWORTH SEIX FLTNG RT HI INC FD I | 2013-01-24 | 2014-05-29 | $88 | $87 | $1 | $1 | |
| 10.217 SCOUT UNCONSTRAINED BOND CL I | 2014-05-01 | 2014-05-29 | $119 | $120 | -$1 | -$1 | |
| 8.442 STERLING CAPITAL MID-CAP VALUE CL-I | 2014-05-01 | 2014-05-29 | $166 | $162 | $4 | $4 | |
| 15.449 WILMINGTON MULTI-MNGR ALT FD CLASS I | 2014-05-01 | 2014-05-29 | $166 | $166 | |||
| 19.957 WILMINGTON MULTI-MGR REAL ASSET - I | 2013-01-24 | 2014-05-29 | $302 | $294 | $8 | $8 | |
| 10.639 WILMINGTON SHORT TERM BOND FUND-I | 2005-03-28 | 2014-05-29 | $109 | $104 | $5 | $5 | |
| 24.801 WILMINGTON MID CAP GROWTH FUND -I | 2012-12-04 | 2014-05-29 | $458 | $366 | $92 | $92 | |
| 72.3 WILMINGTON MULTI-MGR INTERNATIONAL-I | 2013-01-24 | 2014-05-29 | $584 | $523 | $61 | $61 | |
| 56.04 WILMINGTON BROAD MARKET BOND FUND -I | 2012-09-06 | 2014-05-29 | $545 | $571 | -$26 | -$26 | |
| 118.488 LSV VALUE EQUITY FUND STRATEGY | 2011-10-20 | 2014-10-14 | $2,607 | $1,420 | $1,187 | $1,187 | |
| 417.362 DEUTSCHE FLOATING RATE FUND CL I | 2014-05-01 | 2014-10-14 | $3,865 | $3,936 | -$71 | -$71 | |
| 3.737 DIAMOND HILL LARGE-CAP CL I | 2014-05-01 | 2014-10-14 | $80 | $82 | -$2 | -$2 | |
| 14.706 FPA NEW INCOME FUND | 2014-05-01 | 2014-10-14 | $150 | $151 | -$1 | -$1 | |
| 116.404 T ROWE PRICE LRG CAP GROWTH FD INST | 2013-01-24 | 2014-10-14 | $3,101 | $1,998 | $1,103 | $1,103 | |
| 89.607 MFS INTL NEW DISCOVERY CL I | 2014-05-01 | 2014-10-14 | $2,440 | $2,656 | -$216 | -$216 | |
| 26.777 MSIF GROWTH PORTFOLIO CL IS | 2013-06-21 | 2014-10-14 | $1,021 | $689 | $332 | $332 | |
| 100.45 RIDGEWORTH SEIX FLTNG RT HI INC FD I | 2013-01-24 | 2014-10-14 | $892 | $908 | -$16 | -$16 | |
| 717.431 SCOUT UNCONSTRAINED BOND CL I | 2014-05-01 | 2014-10-14 | $8,186 | $8,401 | -$215 | -$215 | |
| 1.283 STERLING CAPITAL MID-CAP VALUE CL-I | 2014-05-01 | 2014-10-14 | $24 | $25 | -$1 | -$1 | |
| 29.002 WILMINGTON MULTI-MNGR ALT FD CLASS I | 2014-05-01 | 2014-10-14 | $308 | $312 | -$4 | -$4 | |
| 13.274 WILMINGTON MULTI-MGR REAL ASSET - I | 2012-07-26 | 2014-10-14 | $195 | $192 | $3 | $3 | |
| 25.659 WILMINGTON SHORT TERM BOND FUND-I | 2005-03-28 | 2014-10-14 | $263 | $250 | $13 | $13 | |
| 9.421 MSIF SMALL CO GR PORT CL IS | 2014-10-14 | 2014-12-02 | $164 | $169 | -$5 | -$5 | |
| 363.597 MSIF SMALL CO GR PORT CL IS | 2014-05-01 | 2014-12-02 | $6,341 | $6,279 | $62 | $62 | |
| CAPITAL GAIN DIVIDENDS | $3,459 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $19,658 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $7,532 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $153,455 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049083 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $7,530 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $146,461 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051413 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $6,200 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $151,893 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.040818 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $7,793 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $146,960 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.053028 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $7,911 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $132,005 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05993 | DistributionYr5Rt |
| Total Distribution | 0.254272 | TotalDistributionRt |
| Average Distribution | 0.050854 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $156,910 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $7,980 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $194 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $8,174 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $8,090 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $387 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $387 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $387 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $92 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $0 | AppliedToEsTaxAmt |
| Total Payments And Credits | $92 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $295 | 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 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| 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 | $2,672 | 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 | $154,739 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,561 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $159,300 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $159,300 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,390 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $156,910 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,846 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,846 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $387 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $387 | TotalTaxAmt |
| Distributable Before Adj | $7,459 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,459 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,459 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,090 | 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 | $8,090 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $8,090 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,459 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $7,315 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | 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 | $8,090 | QualifyingDistributionsAmt |
| Applied To Year1 | $7,315 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $775 | 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 | $6,684 | 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 |
|---|---|---|---|---|---|---|---|
| GEORGE WASHINGTON UNIVERSITY | |||||||
| 800 21ST STREET NW | WASHINGTON | DC | 20052 | NONE | PC | SCHOLARSHIP | $4,045 |
| GEORGETOWN UNIVERSITY | |||||||
| 3700 O STREET NW | WASHINGTON | DC | 20057 | NONE | PC | SCHOLARSHIP | $4,045 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,090 | 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 | $2,428 | 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 | $19,658 | 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 | $22,086 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $22,086 | 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 (30 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ISHARES RUSSELL 2000 VALUE | AT COST | $3,519 | $3,660 |
| T ROWE PRICE LG CAP | AT COST | $1,709 | $3,350 |
| HARBOR INTL FUND | AT COST | $12,676 | $14,958 |
| LAZARD EMERGING MKTS | |||
| RIDGEWORTH SEIX FLOATING RATE | AT COST | $2,771 | $2,926 |
| WILMINGTON LARGE-CAP STRATEGY | AT COST | $8,670 | $9,013 |
| DREYFUS INTL BOND FUND | |||
| MFS EMERGING MKTS | |||
| ISHARES RUSSELL 2000 GROWTH | AT COST | $6,336 | $6,549 |
| DIAMOND HILL LARGE-CAP FUND | AT COST | $5,230 | $5,435 |
| LSV VALUE EQUITY | |||
| MORGAN STANLEY FOCUS | |||
| FPA NEW INCOME FUND | AT COST | $3,299 | $3,251 |
| MFS INTL NEW DISCOVERY FUND | AT COST | $2,931 | $2,764 |
| STERLING CAPITAL MID-CAP VALUE | AT COST | $4,577 | $4,582 |
| FEDERATED ULTRA SHORT | |||
| WILMINGTON MULTI-MGR ALTERNATI | AT COST | $7,679 | $7,651 |
| MORGAN STANLEY INSTL FUND | AT COST | $14,625 | $17,617 |
| LITMAN GREGORY MASTER INTL | |||
| WILMINGTON BROAD MARKET BD FD | AT COST | $23,308 | $24,224 |
| WILMINGTON SHORT TERM CORP BD | AT COST | $4,459 | $4,599 |
| TIAA-CREF MID CAP VALUE FD | |||
| WILMINGTON LARGE CAP GROWTH FD | |||
| WILMINGTON LARGE CAP VALUE FD | |||
| WILMINGTON MID CAP GROWTH FD | AT COST | $11,762 | $13,960 |
| WILMINGTON MULTI-MANAGER REAL | AT COST | $7,195 | $7,518 |
| WILMINGTON SMALL CAP GROWTH FD | |||
| WILMINGTON MULTI-MANAGER INTL | AT COST | $13,076 | $15,547 |
| ISHARES GLOBAL ENERGY ETF | AT COST | $1,128 | $1,079 |
| WELLS FARGO ADV EMERGING MKTS |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROUNDING | $0 |
| MUTUAL FUND ADJUSTMENT | $29 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES PRIOR YEAR BALAN | $37 | $0 | $0 |
| FEDERAL ESTIMATED TAX DEPOSITS | $92 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $28 | $28 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $18 | $18 | $0 |
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