HELEN M SCHIFFNER SCHOLARSHIP FUND: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- HELEN M SCHIFFNER SCHOLARSHIP FUND (EIN 25-6641691)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2009-10-15
- IRS object ID
- 201141269349100304
- Schema version
- 2010v3.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2009-10-15T15:15:33+05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMSON REUTERS (TAX & ACCOUNTING) | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 256641691 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HELEN M SCHIFFNER SCHOLARSHIP FUND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HELE | NameControl |
| Phone | 7168425506 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE M T PLAZA 8TH FLOOR | AddressLine1 |
| City | BUFFALO | City |
| State | NY | State |
| ZIP Code | 14203 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | M T TRUST COMPANY | Name |
| Title | Asst. V.P. | Title |
| Phone | 7168425506 | Phone |
| Date Signed | 2011-04-18 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT E PERRIN JR | Name |
| Phone | 8047273150 | Phone |
| Date Prepared | 2011-04-18 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 157835 | FMVAssetsEOY |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | 2865 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 2934 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 395 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 57441 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 395 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 0 | NetSTCGAdjNetIncm |
| Total Revenue And Expenses | 3260 | TotalRevenueAndExpenses |
| Total Net Investment Income | 3329 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 2515 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 2515 | CompOfcrDirTrstNetInvstIncm |
| Oth Empl Slrs Wgs Net Invst Incm | 0 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Adj Net Incm | 0 | OthEmplSlrsWgsAdjNetIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 0 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Net Invst Incm | 0 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Adj Net Incm | 0 | PensionEmplBnftAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 72 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 69 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 0 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Adj Net Incm | 0 | TravConfMeetingAdjNetIncm |
| Printing And Pub Net Invst Incm | 0 | PrintingAndPubNetInvstIncm |
| Printing And Pub Adj Net Incm | 0 | PrintingAndPubAdjNetIncm |
| Tot Opr Expenses Rev And Expnss | 2587 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 2584 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 7800 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 7800 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 10387 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 2584 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 7800 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -7127 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 745 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 5526 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 7513 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 7513 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable EOY | 0 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 0 | AccountsReceivableEOYFMV |
| Allwnc For Dbtfl Acct Other Rcvbl | 0 | AllwncForDbtflAcctOtherRcvbl |
| Investments Other BOY | 146128 | InvestmentsOtherBOY |
| Investments Other EOY | 137016 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 150322 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 151654 | TotalAssetsBOY |
| Total Assets EOY | 144529 | TotalAssetsEOY |
| Total Assets EOYFMV | 157835 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 151654 | CapitalStockBOY |
| Capital Stock EOY | 144529 | CapitalStockEOY |
| Total Net Assets BOY | 151654 | TotalNetAssetsBOY |
| Total Net Assets EOY | 144529 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 151654 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 144529 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 151654 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -7127 | ExcessOfRevenueOverExpenses |
| Other Increases | 2 | OtherIncreases |
| Subtotal | 144529 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 144529 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (54 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| 53.504 ALPINE INTL REAL ESTATE EQ FD | 2008-09-25 | 2010-05-11 | 1114 | 1174 | -60 | -60 |
| 2.294 ALPINE INTL REAL ESTATE EQ FD | 2010-02-11 | 2010-05-11 | 48 | 49 | -1 | -1 |
| 15.45 ALPINE INTL REAL ESTATE EQ FD | 2010-02-11 | 2010-07-02 | 309 | 328 | -19 | -19 |
| 2.056 ALPINE INTL REAL ESTATE EQ FD | 2010-02-11 | 2010-08-25 | 45 | 44 | 1 | 1 |
| 1.206 ALPINE INTL REAL ESTATE EQ FD | 2008-10-13 | 2010-08-25 | 26 | 17 | 9 | 9 |
| 13.215 ALPINE INTL REAL ESTATE EQ FD | 2008-10-13 | 2010-09-27 | 320 | 190 | 130 | 130 |
| 154.845 ALPINE INTL REAL ESTATE EQ FD | 2008-11-19 | 2010-11-17 | 3945 | 1787 | 2158 | 2158 |
| 8.473 ARTIO GLOBAL HIGH INC FD - I | 2010-02-11 | 2010-07-02 | 84 | 86 | -2 | -2 |
| 20.667 DREYFUS INTL BOND FD -I | 2009-09-24 | 2010-07-02 | 326 | 333 | -7 | -7 |
| 221.532 GOLDMAN SACHS HIGH YIELD FD-I#527 | 2008-10-16 | 2010-02-11 | 1515 | 1246 | 269 | 269 |
| 1.521 GUINNESS ATKINSON - CHINA & HK FD | 2009-12-30 | 2010-07-02 | 48 | 53 | -5 | -5 |
| 1.711 GUINNESS ATKINSON - CHINA & HK FD | 2008-10-13 | 2010-07-02 | 54 | 37 | 17 | 17 |
| 6.664 GUINNESS ATKINSON - CHINA & HK FD | 2008-10-13 | 2010-11-17 | 269 | 146 | 123 | 123 |
| 11.039 HARBOR INTERNATIONAL FUND #11 | 2009-04-17 | 2010-07-02 | 540 | 412 | 128 | 128 |
| 1.317 HARBOR INTERNATIONAL FUND #11 | 2010-02-11 | 2010-07-02 | 64 | 67 | -3 | -3 |
| 3.739 HARBOR INTERNATIONAL FUND #11 | 2009-04-17 | 2010-07-27 | 200 | 140 | 60 | 60 |
| 6.484 HARBOR INTERNATIONAL FUND #11 | 2009-04-17 | 2010-11-17 | 379 | 242 | 137 | 137 |
| 11.055 HARBOR CAPITAL APPRECIATION FUND #12 | 2007-12-11 | 2010-01-25 | 352 | 412 | -60 | -60 |
| 63.977 HARBOR CAPITAL APPRECIATION FUND #12 | 2007-12-11 | 2010-02-11 | 2001 | 2386 | -385 | -385 |
| .311 HARBOR CAPITAL APPRECIATION FUND #12 | 2007-12-11 | 2010-06-25 | 10 | 12 | -2 | -2 |
| 34.687 HARBOR CAPITAL APPRECIATION FUND #12 | 2007-12-11 | 2010-07-02 | 1019 | 1294 | -275 | -275 |
| 204.702 HARBOR CAPITAL APPRECIATION FUND #12 | 2008-10-16 | 2010-11-17 | 7087 | 6772 | 315 | 315 |
| 183.272 T ROWE PRICE INST L/C GROWTH | 2006-10-27 | 2010-02-11 | 2458 | 2578 | -120 | -120 |
| 68.962 T ROWE PRICE INST L/C GROWTH | 2006-10-27 | 2010-05-11 | 1001 | 970 | 31 | 31 |
| 31.409 T ROWE PRICE INST L/C GROWTH | 2006-10-27 | 2010-11-17 | 483 | 442 | 41 | 41 |
| 29.106 LAZARD EMERGING MARKETS PORTFOLIO-IN | 2007-08-10 | 2010-07-02 | 511 | 688 | -177 | -177 |
| 18.051 LAZARD EMERGING MARKETS PORTFOLIO-IN | 2007-08-10 | 2010-11-17 | 379 | 427 | -48 | -48 |
| 23.686 MFS EMERGING MARKETS DEBT FD-CL I | 2009-09-24 | 2010-07-02 | 337 | 330 | 7 | 7 |
| 30.224 MTB SM CAP GRWTH-INST I-FD #555 | 2005-03-28 | 2010-03-25 | 426 | 796 | -370 | -370 |
| 26.25 MTB SM CAP GRWTH-INST I-FD #555 | 2005-03-28 | 2010-04-27 | 394 | 691 | -297 | -297 |
| 133.334 MTB SM CAP GRWTH-INST I-FD #555 | 2006-12-04 | 2010-11-17 | 1927 | 3406 | -1479 | -1479 |
| 70.408 MTB SH TERM CORP BD-INST I-#518 | 2009-09-24 | 2010-07-02 | 716 | 711 | 5 | 5 |
| 27.192 MTB MID CAP GRWTH-INST I-FD #401 | 2008-07-14 | 2010-07-02 | 286 | 351 | -65 | -65 |
| 67.81 MTB LGE CAP VAL-INST I #327 | 2006-12-04 | 2010-04-27 | 667 | 856 | -189 | -189 |
| 2.924 MTB LGE CAP VAL-INST I #327 | 2006-12-04 | 2010-07-02 | 25 | 37 | -12 | -12 |
| 451.62 MTB LGE CAP VAL-INST I #327 | 2005-03-28 | 2010-11-17 | 4426 | 4972 | -546 | -546 |
| 72.573 MTB LGE CAP GRWTH-INST I #299 | 2005-12-27 | 2010-04-27 | 589 | 719 | -130 | -130 |
| 66.281 MTB INTL EQ-INST I-FD #270 | 2008-08-26 | 2010-07-27 | 544 | 659 | -115 | -115 |
| 25.872 MTB INTL EQ-INST I-FD #270 | 2004-04-30 | 2010-11-17 | 228 | 250 | -22 | -22 |
| 55.223 MTB INTERMED TERM BD-INST I-FD #220 | 2009-08-25 | 2010-07-02 | 587 | 569 | 18 | 18 |
| 630.029 MTB INTERMED TERM BD-INST I-FD #220 | 2009-08-25 | 2010-11-17 | 6811 | 6076 | 735 | 735 |
| 4.078 MTB INCOME FUND-INST I-FD #143 | 2009-08-25 | 2010-05-11 | 40 | 39 | 1 | 1 |
| 141.465 MTB INCOME FUND-INST I-FD #143 | 2010-04-27 | 2010-05-11 | 1396 | 1401 | -5 | -5 |
| 132.099 MTB INCOME FUND-INST I-FD #143 | 2009-08-25 | 2010-07-02 | 1316 | 1262 | 54 | 54 |
| 33.737 MTB INCOME FUND-INST I-FD #143 | 2009-01-26 | 2010-07-02 | 336 | 309 | 27 | 27 |
| 61.592 MAINSTAY EPOCH GLOBAL EQ YLD FD-I | 2010-05-11 | 2010-11-17 | 892 | 817 | 75 | 75 |
| 27.974 MASTERS SELECT INTERNATIONAL FD #306 | 2007-06-25 | 2010-11-17 | 403 | 600 | -197 | -197 |
| 5.512 RS GLOBAL NATURAL RESOURCES FD-Y | 2010-02-11 | 2010-07-02 | 157 | 162 | -5 | -5 |
| 6.582 RS GLOBAL NATURAL RESOURCES FD-Y | 2010-02-11 | 2010-11-17 | 228 | 193 | 35 | 35 |
| 33.229 RIDGEWORTH SEIX FL RATE HI INC FD-I | 2007-08-27 | 2010-07-02 | 284 | 317 | -33 | -33 |
| 15.69 VANGUARD INSTITUTIONAL INDEX #94 | 2005-03-28 | 2010-02-11 | 1551 | 1683 | -132 | -132 |
| 10.861 VANGUARD INSTITUTIONAL INDEX #94 | 2005-03-28 | 2010-05-11 | 1151 | 1165 | -14 | -14 |
| 31.26 VANGUARD INSTITUTIONAL INDEX #94 | 2008-10-13 | 2010-11-17 | 3379 | 3263 | 116 | 116 |
| 118.687 CRM MID CAP VALUE FD-INSTL #32 | 2005-03-28 | 2010-11-17 | 3120 | 3080 | 40 | 40 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 395 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 7911 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 132005 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.05993 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 9416 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 158566 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.059382 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 8886 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 191903 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.046305 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 8582 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 180166 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.047634 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 6366 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 173876 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.036612 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.249863 | TotalDistributionRatio |
| Average Distribution Ratio | 0.049973 | AverageDistributionRatio |
| Net Noncharitable Assets | 146960 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 7344 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 7 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 7351 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 7800 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 7 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 7 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 7 | TaxBasedOnInvestmentIncome |
| Tax Paid With Extension | 0 | TaxPaidWithExtension |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Penalty For Underpayment | 0 | PenaltyForUnderpayment |
| Tax Due | 7 | TaxDue |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | PA | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | M AND T BANK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 7168425506 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE M AND T PLAZA 8TH FLOOR | AddressLine1 |
| City | BUFFALO | City |
| State | NY | State |
| ZIP Code | 14203 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | M AND T BANK | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE M AND T PLAZA 8TH FLOOR | AddressLine1 |
| City | BUFFALO | City |
| State | NY | State |
| ZIP Code | 14203 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | CORPORATE TRUSTEE | Title |
| Avg Hours Per Wk Devoted To Position | 6 | AvgHoursPerWkDevotedToPosition |
| Compensation | 2515 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Charitable Acty | SummaryOfDirectCharitableActy | |
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 142823 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 6375 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 149198 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 149198 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 2238 | CashDeemedCharitable |
| Net Noncharitable Assets | 146960 | NetNoncharitableAssets |
| Minimum Investment Return | 7348 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 7348 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 7 | TaxBasedOnInvestmentIncome |
| Total Tax | 7 | TotalTax |
| Distributable Amount Before Adj | 7341 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 7341 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 7341 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 7800 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 7800 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 7 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 7793 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 7341 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 6597 | UndistributedIncomePriorYear |
| Prior Year1 | 2008 | PriorYear1 |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 0 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 0 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 0 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 0 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 0 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 7800 | QualifyingDistributions |
| Applied To Year1 | 6597 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 1203 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 6138 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 0 | ExcessFromYear4 |
| Excess From Year3 | 0 | ExcessFromYear3 |
| Excess From Year2 | 0 | ExcessFromYear2 |
| Excess From Year1 | 0 | ExcessFromYear1 |
| Excess From Current Year | 0 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | WYOMISSING AREA HIGH SCHOOL | RecipientName |
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 Number | 6103744031 | RecipientPhoneNumber |
| Form And Info And Materials | TRANSCRIPTS | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | AWARD GIVEN TO MALE AND FEMALE HS GRADUATES WITH THE HIGHEST ACADEMIC AVERAGE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (2 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Business Name Line2RecipientBusinessName/BusinessNameLine2 |
|---|---|---|---|---|---|---|---|---|
| YALE UNIVERSITY | ||||||||
| PO BOX 208288 | NEW HAVEN | CT | 06520 | NONE | N/A | EDUCATION | $3,900 | |
| UNIVERSITY OF PENNSYLVANI | ||||||||
| 3451 WALNUT ST | PHILADELPHIA | PA | 19104 | NONE | N/A | EDUCATIONAL | $3,900 | STUDENT FINANCIAL SVCS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 7800 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments | |
| Int On Savings And Temp Cash Invst | IntOnSavingsAndTempCashInvst |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $2,865 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $395 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,260 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 3260 | TotalPartXVIA |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exempt Prps | RlnOfActyToAccomOfExemptPrps |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (29 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| MTB INTERMED TERM BOND#220 | |||
| MTB INTERNATIONAL EQUITY | AT COST | 13542 | 14508 |
| MTB SHORT TERM CORP BOND | AT COST | 12730 | 13037 |
| CRM MID CAP VALUE FUND | |||
| MTB LARGE CAP VALUE #327 | AT COST | 9036 | 10009 |
| VANGUARD INSTITUTIONAL | |||
| T ROWE PRICE LG CAP | AT COST | 5234 | 6432 |
| ALPINE INTL RE EQTY | |||
| HARBOR CAP APPREC #12 | |||
| MTB LG CAP GRWTH #299 | AT COST | 10524 | 10304 |
| MTB SM CAP GRWTH #555 | AT COST | 5100 | 4685 |
| HARBOR INTL FUND #11 | AT COST | 5103 | 8275 |
| LAZARD EMERGING MKTS | AT COST | 3771 | 4650 |
| MASTERS SELECT INTL FUND | AT COST | 3524 | 4892 |
| GOLDMAN SACHS HI YLD | |||
| MTB MIDCAP #401 | AT COST | 5183 | 6175 |
| RIDGEWORTH SEIX FLOATING RATE | AT COST | 5995 | 6008 |
| GUINNESS ATKINSON CHINA & HK | AT COST | 919 | 1589 |
| DREYFUS INTL BOND FUND | AT COST | 4388 | 4412 |
| MFS EMERGING MKTS | AT COST | 2833 | 2933 |
| MTB INCOME FUND #143 | AT COST | 19898 | 21052 |
| ARTIO GLOBAL HI INCOME | AT COST | 1466 | 1475 |
| LSV VALUE EQUITY | AT COST | 11599 | 12445 |
| MORGAN STANLEY FOCUS | AT COST | 6034 | 6374 |
| ALPINE GLOBAL PREMIER | AT COST | 3085 | 3035 |
| ING CLARION REAL ESTATE | AT COST | 1526 | 1550 |
| MAINSTAY EPOCH | AT COST | 1372 | 1536 |
| RS GLOBAL NATURAL RESOURCES | AT COST | 2535 | 3283 |
| SPDR S&P DIVIDEND | AT COST | 1619 | 1663 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ROUNDING | Description |
| Amount | $2 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FEDERAL TAXES PRIOR YEAR BALAN | $3 | 0 | 0 |
| FOREIGN TAXES ON QUALIFIED FOR | $67 | 67 | 0 |
| FOREIGN TAXES ON NONQUALIFIED | $2 | 2 | 0 |
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