HELEN M SCHIFFNER SCHOLARSHIP FUND: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- HELEN M SCHIFFNER SCHOLARSHIP FUND (EIN 25-6641691)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-08
- IRS object ID
- 201411299349101201
- Schema version
- 2013v3.1
- 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
- Investments Other Schedule2
- Other Decreases Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-08T11:51:48-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9711 FARRAR COURT SUITE 110 | AddressLine1 |
| City | RICHMOND | City |
| State | VA | State |
| ZIP Code | 23236 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | BUFFALO | City |
| State | NY | State |
| ZIP Code | 14221 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | M T TRUST COMPANY | PersonNm |
| Person Title | Asst. V.P. | PersonTitleTxt |
| Phone | 7168425506 | PhoneNum |
| Signature | 2014-05-06 | 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 | 8047273150 | PhoneNum |
| Preparation | 2014-05-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $161,804 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $3,004 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,004 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,888 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $29,993 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,888 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $6,892 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,892 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $2,390 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,390 | 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 | $146 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $54 | 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 | $2,536 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,444 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,532 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,532 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,068 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,444 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,532 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,176 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,448 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $209 | CashBOYAmt |
| Cash EOY | $3,517 | CashEOYAmt |
| Cash EOYFMV | $3,517 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,980 | SavAndTempCashInvstBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $127,916 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $127,393 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $158,287 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $134,105 | TotalAssetsBOYAmt |
| Total Assets EOY | $130,910 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $161,804 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $134,105 | CapitalStockBOYAmt |
| Capital Stock EOY | $130,910 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $134,105 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $130,910 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $134,105 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $130,910 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $134,105 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,176 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2 | OtherIncreasesAmt |
| Subtotal | $130,931 | SubtotalAmt |
| Other Decreases | $21 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $130,910 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (30 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 9.084 ABERDEEN GLBL HIGH INC CL I | 2012-03-16 | 2013-01-24 | $92 | $88 | $4 | $4 | |
| 11.422 ABERDEEN GLBL HIGH INC CL I | 2012-09-06 | 2013-01-24 | $116 | $111 | $5 | $5 | |
| 574.36 ABERDEEN GLBL HIGH INC CL I | 2012-01-19 | 2013-01-24 | $5,824 | $5,487 | $337 | $337 | |
| 1.4 GUINNESS ATKINSON CHINA HONG KONG FD | 2011-12-29 | 2013-01-24 | $43 | $37 | $6 | $6 | |
| 3.286 HARBOR INTERNATIONAL FUND #11 | 2009-04-17 | 2013-01-24 | $209 | $123 | $86 | $86 | |
| 24. ISHARES HIGH DIVIDEND ETF | 2012-11-05 | 2013-01-24 | $1,471 | $1,461 | $10 | $10 | |
| 44. ISHARES HIGH DIVIDEND ETF | 2012-01-19 | 2013-01-24 | $2,698 | $2,435 | $263 | $263 | |
| 11.97 LITMAN GREGORY MSTRS INTL FD CL-INST | 2009-04-17 | 2013-01-24 | $186 | $114 | $72 | $72 | |
| 1.461 RS GLOBAL NATURAL RESOURCES FUND | 2011-12-15 | 2013-01-24 | $56 | $45 | $11 | $11 | |
| 82. VANGUARD FTSE DEVELOPED MARKET ETF | 2012-11-05 | 2013-01-24 | $2,962 | $2,727 | $235 | $235 | |
| 8.902 WILMINGTON SMALL CAP GROWTH FUND -I | 2007-12-04 | 2013-01-24 | $161 | $174 | -$13 | -$13 | |
| 27.444 WILMINGTON MID CAP GROWTH FUND -I | 2012-01-19 | 2013-01-24 | $431 | $406 | $25 | $25 | |
| 51.251 WILMINGTON LARGE CAP GROWTH FUND -I | 2011-12-02 | 2013-01-24 | $420 | $434 | -$14 | -$14 | |
| 11.423 WILMINGTON LARGE CAP VALUE FUND -I | 2005-03-28 | 2013-01-24 | $126 | $126 | |||
| 47.253 LSV VALUE EQUITY FUND STRATEGY | 2012-05-23 | 2013-07-08 | $891 | $627 | $264 | $264 | |
| 6.968 FEDERATED ULTRA SHORT BOND CL I | 2011-02-10 | 2013-07-08 | $64 | $64 | |||
| 5.968 GUINNESS ATKINSON CHINA HONG KONG FD | 2012-09-06 | 2013-07-08 | $156 | $154 | $2 | $2 | |
| 18.334 GUINNESS ATKINSON CHINA HONG KONG FD | 2012-05-23 | 2013-07-08 | $479 | $487 | -$8 | -$8 | |
| 2.163 T ROWE PRICE LRG CAP GROWTH FD INST | 2012-05-23 | 2013-07-08 | $47 | $38 | $9 | $9 | |
| 140.283 LAZARD EMRG MARKETS EQUITY FD CL-I | 2012-05-23 | 2013-07-08 | $2,438 | $2,683 | -$245 | -$245 | |
| 13.695 MORGAN STANLEY FOCUS GROWTH FD CL-I | 2012-05-23 | 2013-07-08 | $621 | $522 | $99 | $99 | |
| 31.709 RS GLOBAL NATURAL RESOURCES FUND | 2010-02-11 | 2013-07-08 | $1,162 | $931 | $231 | $231 | |
| 23.795 RS GLOBAL NATURAL RESOURCES FUND | 2012-12-14 | 2013-07-08 | $872 | $871 | $1 | $1 | |
| 23.344 RIDGEWORTH SEIX FLTNG RT HI INC FD I | 2007-08-27 | 2013-07-08 | $210 | $223 | -$13 | -$13 | |
| 127.471 WILMINGTON SHORT-TERM CORP BOND -I | 2012-03-16 | 2013-07-08 | $1,305 | $1,309 | -$4 | -$4 | |
| 3.798 WILMINGTON SMALL CAP GROWTH FUND -I | 2007-12-04 | 2013-07-08 | $77 | $68 | $9 | $9 | |
| 162.721 WILMINGTON LARGE CAP GROWTH FUND -I | 2010-11-17 | 2013-07-08 | $1,456 | $1,305 | $151 | $151 | |
| 139.209 WILMINGTON LARGE CAP VALUE FUND -I | 2012-05-23 | 2013-07-08 | $1,658 | $1,367 | $291 | $291 | |
| 170.62 WILMINGTON BROAD MARKET BOND FUND -I | 2012-03-16 | 2013-07-08 | $1,635 | $1,688 | -$53 | -$53 | |
| CAPITAL GAIN DIVIDENDS | $2,127 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,888 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $7,530 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $146,461 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051413 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $6,200 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $151,893 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.040818 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $7,793 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $146,960 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053028 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $7,911 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $132,005 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05993 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $9,416 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $158,566 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.059382 | DistributionYr5Rt |
| Total Distribution | 0.264571 | TotalDistributionRt |
| Average Distribution | 0.052914 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $153,455 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $8,120 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $44 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $8,164 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $7,532 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $89 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $89 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $89 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $52 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $0 | AppliedToEsTaxAmt |
| Total Payments And Credits | $52 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $37 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | BUFFALO | City |
| State | NY | State |
| ZIP Code | 14221 | ZIPCode |
| 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 | AddressLine1 |
| City | BUFFALO | City |
| State | NY | State |
| ZIP Code | 14221 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | CORPORATE TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 6 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $2,390 | 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 | $151,232 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,560 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $155,792 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $155,792 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,337 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $153,455 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,673 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,673 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $89 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $89 | TotalTaxAmt |
| Distributable Before Adj | $7,584 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,584 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,584 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,532 | 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 | $7,532 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $7,532 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,584 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $7,263 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | 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 | $7,532 | QualifyingDistributionsAmt |
| Applied To Year1 | $7,263 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $269 | 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 | $7,315 | 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 | AddressLine1 |
| City | WYOMISSING | City |
| State | PA | State |
| ZIP Code | 19610 | ZIPCode |
| 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/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| PENN STATE UNIVERSITY | |||||||
| 201 SHIELDS BLDG | UNIVERSITY PARK | PA | 16802 | NONE | PC | SCHOLARSHIP | $3,766 |
| WILLIAMS COLLEGE | |||||||
| 880 MAIN STREET | WILLIAMSTOWN | MA | 01267 | NONE | PC | SCHOLARSHIP | $3,766 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,532 | 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 | $3,004 | 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 | $3,888 | 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 | $6,892 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,892 | 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 (39 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MTB INTERNATIONAL EQUITY #270 | |||
| MTB SHORT TERM CORP BD #518 | |||
| MTB LARGE CAP VALUE #327 | |||
| T ROWE PRICE LG CAP | AT COST | $3,375 | $6,254 |
| MTB LG CAP GRWTH #299 | |||
| MTB SM CAP GRWTH #555 | |||
| HARBOR INTL FUND | AT COST | $7,057 | $10,943 |
| LAZARD EMERGING MKTS | AT COST | $2,772 | $3,192 |
| MTB MIDCAP #401 | |||
| RIDGEWORTH SEIX FLOATING RATE | AT COST | $8,706 | $8,939 |
| GUINNESS ATKINSON CHINA & HK | |||
| DREYFUS INTL BOND FUND | AT COST | $2,934 | $2,970 |
| MFS EMERGING MKTS | AT COST | $8,892 | $8,783 |
| MTB INCOME FUND #143 | |||
| ARTIO GLOBAL HI INCOME | |||
| LSV VALUE EQUITY | AT COST | $7,503 | $11,895 |
| MORGAN STANLEY FOCUS | AT COST | $6,881 | $10,066 |
| ALPINE GLOBAL PREMIER | |||
| MAINSTAY EPOCH | |||
| RS GLOBAL NATURAL RESOURCES | |||
| SPDR S&P DIVIDEND | |||
| DWS FLOATING RATE PLUS | |||
| FEDERATED ULTRA SHORT | AT COST | $2,954 | $2,953 |
| MTB SHORT DURATION GOVT BD FD | |||
| GUINNESS ATKINSON GLBL ENER FD | |||
| CBRE CLARION GLBL R E INC FD | |||
| LITMAN GREGORY MASTER INTL | AT COST | $4,965 | $7,344 |
| WILMINGTON BROAD MARKET BD FD | AT COST | $16,981 | $17,354 |
| WILMINGTON SHORT TERM CORP BD | AT COST | $9,814 | $10,093 |
| TIAA-CREF MID CAP VALUE FD | AT COST | $7,642 | $9,286 |
| WILMINGTON LARGE CAP GROWTH FD | AT COST | $2,245 | $2,927 |
| WILMINGTON LARGE CAP VALUE FD | AT COST | $3,194 | $5,597 |
| WILMINGTON MID CAP GROWTH FD | AT COST | $6,606 | $9,521 |
| WILMINGTON MULTI-MANAGER REAL | AT COST | $7,320 | $7,470 |
| WILMINGTON SMALL CAP GROWTH FD | AT COST | $2,795 | $4,354 |
| VANGUARD MSCI EAFE | |||
| WILMINGTON MULTI-MANAGER INTL | AT COST | $11,807 | $15,159 |
| ISHARES HIGH DIVIDEND EQUITY | |||
| WELLS FARGO ADV EMERGING MKTS | AT COST | $2,950 | $3,187 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| MUTUAL FUND ADJUSTMENT | $12 |
| RETURN OF CAPITAL ADJUSTMENT | $9 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ROUNDING | Description |
| Amount | $2 | Amount |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES PRIOR YEAR BALAN | $40 | $0 | $0 |
| FEDERAL ESTIMATED TAX DEPOSITS | $52 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $35 | $35 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $19 | $19 | $0 |
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