STANLEY C AND ELSIE M SCHEETZ MEMORIAL FUND FBO THE READING: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- STANLEY C AND ELSIE M SCHEETZ MEMORIAL FUND FBO THE READING (EIN 23-6844540)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-11
- IRS object ID
- 202631319349103628
- Schema version
- 2025v4.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-11T14:01:15-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
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 | 155 N WACKER DR | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 236844540 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELSIE M SCHEETZ TW FBO READING HOSPITAL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCHE | BusinessNameControlTxt |
| Phone | 6103783665 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1504 | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14240 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MANUFACTURERS TRADERS TRUST CO | PersonNm |
| Person Title | SVP | PersonTitleTxt |
| Phone | 6103783665 | PhoneNum |
| Signature | 2026-04-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SANDRA MURPHY | PreparerPersonNm |
| PTIN | P01252209 | PTIN |
| Phone | 3128792000 | PhoneNum |
| Preparation | 2026-04-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,573,800 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $4,873 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,873 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $76,297 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $76,297 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $254,619 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $823,345 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $254,619 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $335,789 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $335,789 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $35,064 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $35,064 | 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 |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,774 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,803 | 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 | $42,338 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $36,867 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $151,499 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $151,499 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $193,837 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $36,867 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $152,999 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $141,952 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $298,922 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $141,549 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $201,781 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $201,781 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $1,979,289 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,006,966 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,722,075 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $601,977 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $656,851 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $649,944 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,722,815 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,865,598 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,573,800 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,722,815 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,865,598 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,722,815 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,865,598 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,722,815 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,865,598 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,722,815 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $141,952 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,360 | OtherIncreasesAmt |
| Subtotal | $2,870,127 | SubtotalAmt |
| Other Decreases | $4,529 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,865,598 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (96 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 294.817 PZENA EMERG MKTS VALUE FD CL I | 2025-02-05 | 2025-07-24 | $4,266 | $3,612 | $654 | $654 | |
| 22.326 PZENA EMERG MKTS VALUE FD CL I | 2025-02-05 | 2025-11-03 | $349 | $273 | $76 | $76 | |
| 147.693 PZENA EMERG MKTS VALUE FD CL I | 2024-02-14 | 2025-11-03 | $2,305 | $1,749 | $556 | $556 | |
| 44.72 AMERICAN BEACON SIM H/Y-INS | 2025-02-11 | 2025-04-25 | $409 | $417 | -$8 | -$8 | |
| 6997.293 AMERICAN BEACON SIM H/Y-INS | 2021-08-25 | 2025-04-25 | $63,955 | $68,391 | -$4,436 | -$4,436 | |
| 40.971 AMERICAN BEACON SIM H/Y-INS | 2025-02-11 | 2025-11-03 | $388 | $382 | $6 | $6 | |
| 308.745 BAILLIE GIFFORD EMERG MKTS CL K | 2021-12-03 | 2025-07-24 | $7,132 | $7,685 | -$553 | -$553 | |
| 386.888 BAILLIE GIFFORD EMERG MKTS CL K | 2021-12-03 | 2025-11-03 | $10,357 | $9,630 | $727 | $727 | |
| 62.445 FT BHVRL SM CAP GRW-R6 | 2024-06-11 | 2025-02-05 | $3,249 | $2,690 | $559 | $559 | |
| 179.884 FT BHVRL SM CAP GRW-R6 | 2025-07-24 | 2025-11-03 | $10,050 | $8,343 | $1,707 | $1,707 | |
| 4.097 FT BHVRL SM CAP GRW-R6 | 2024-06-11 | 2025-11-03 | $229 | $177 | $52 | $52 | |
| 1579.946 COLUMBIA OVERSEAS VALUE-I3 | 2025-02-05 | 2025-07-24 | $21,661 | $17,569 | $4,092 | $4,092 | |
| 1180.813 COLUMBIA OVERSEAS VALUE-I3 | 2021-12-03 | 2025-07-24 | $16,189 | $12,476 | $3,713 | $3,713 | |
| 458.696 COLUMBIA OVERSEAS VALUE-I3 | 2021-12-03 | 2025-11-03 | $6,541 | $4,642 | $1,899 | $1,899 | |
| 10089.593 HARBOR LG-CAP VALUE FD CL RET | 2022-10-12 | 2025-02-05 | $225,099 | $180,503 | $44,596 | $44,596 | |
| 119.4 T ROWE PRICE LG-CAP GR FD CL I | 2024-12-16 | 2025-02-11 | $10,144 | $10,174 | -$30 | -$30 | |
| 1147.754 T ROWE PRICE LG-CAP GR FD CL I | 2011-03-01 | 2025-02-11 | $97,513 | $19,592 | $77,921 | $77,921 | |
| 4.842 T ROWE PRICE LG-CAP GR FD CL I | 2011-03-01 | 2025-07-24 | $438 | $83 | $355 | $355 | |
| 116.941 T ROWE PRICE LG-CAP GR FD CL I | 2011-03-01 | 2025-11-03 | $11,638 | $1,996 | $9,642 | $9,642 | |
| 657.106 WCM FOCUSED INT'L GR FR CL INSTL | 2024-02-14 | 2025-07-24 | $17,617 | $15,869 | $1,748 | $1,748 | |
| 246. ISHARES RUSSELL 1000 VALUE ETF | 2024-11-27 | 2025-07-24 | $48,893 | $49,109 | -$216 | -$216 | |
| 17. ISHARES RUSSELL 1000 VALUE ETF | 2024-11-27 | 2025-11-03 | $3,451 | $3,394 | $57 | $57 | |
| 40. ISHARES RUSSELL 1000 GROWTH ETF | 2024-06-07 | 2025-02-05 | $16,406 | $14,176 | $2,230 | $2,230 | |
| 54. ISHARES RUSSELL 1000 GROWTH ETF | 2025-07-24 | 2025-11-03 | $26,307 | $23,648 | $2,659 | $2,659 | |
| 4. ISHARES RUSSELL 2000 VALUE ETF | 2025-02-05 | 2025-11-03 | $702 | $675 | $27 | $27 | |
| 9. ISHARES RUSSELL 2000 VALUE ETF | 2025-07-24 | 2025-11-03 | $1,579 | $1,498 | $81 | $81 | |
| 26. ISHARES MSCI USA QUALITY FACTOR ETF | 2023-06-30 | 2025-02-05 | $4,781 | $3,500 | $1,281 | $1,281 | |
| 49. ISHARES MSCI USA QUALITY FACTOR ETF | 2025-07-24 | 2025-11-03 | $9,582 | $9,133 | $449 | $449 | |
| 4. ISHARES CORE MSCI EAFE ETF | 2025-02-05 | 2025-07-24 | $340 | $297 | $43 | $43 | |
| 3. ISHARES CORE MSCI EAFE ETF | 2022-10-11 | 2025-07-24 | $255 | $159 | $96 | $96 | |
| 60. ISHARES CORE MSCI EMERGING | 2021-12-03 | 2025-07-24 | $3,704 | $3,645 | $59 | $59 | |
| 59. ISHARES CORE MSCI EMERGING | 2021-12-03 | 2025-11-03 | $4,041 | $3,585 | $456 | $456 | |
| .8548 JPMORGAN MORTGAGE-BACKED SECS ETF | 2025-02-11 | 2025-07-09 | $43 | $42 | $1 | $1 | |
| 9. JPMORGAN MORTGAGE-BACKED SECS ETF | 2025-07-24 | 2025-11-03 | $459 | $449 | $10 | $10 | |
| 165.714 NYLI PINESTONE US EQUITY P | 2024-06-07 | 2025-02-06 | $3,248 | $2,988 | $260 | $260 | |
| 125.134 NYLI PINESTONE US EQUITY P | 2025-07-24 | 2025-11-03 | $2,559 | $2,506 | $53 | $53 | |
| 579.892 METWEST TOTAL RETURN BOND FD CL I | 2021-08-25 | 2025-11-03 | $5,364 | $6,393 | -$1,029 | -$1,029 | |
| 254. T ROWE PRICE US EQUITY RESEARCH ETF | 2025-02-05 | 2025-11-03 | $10,899 | $9,686 | $1,213 | $1,213 | |
| 93. T ROWE PRICE US EQUITY RESEARCH ETF | 2025-07-24 | 2025-11-03 | $3,990 | $3,717 | $273 | $273 | |
| 88.889 WILMINGTON LARGE-CAP STRATEGY FUND-I | 2025-02-05 | 2025-11-03 | $3,285 | $2,928 | $357 | $357 | |
| 179.32 WILMINGTON LARGE-CAP STRATEGY FUND-I | 2025-07-24 | 2025-11-03 | $6,628 | $6,174 | $454 | $454 | |
| 491.234 WILMINGTON LARGE-CAP STRATEGY FUND-I | 2023-06-30 | 2025-11-03 | $18,156 | $14,508 | $3,648 | $3,648 | |
| 247.983 WILMINGTON REAL ASSET FUND-I | 2021-08-25 | 2025-02-11 | $3,591 | $4,086 | -$495 | -$495 | |
| 13.531 WILMINGTON REAL ASSET FUND-I | 2021-08-25 | 2025-11-03 | $205 | $223 | -$18 | -$18 | |
| 304.055 WILMINGTON INTERNATIONAL FUND-I | 2025-02-05 | 2025-07-24 | $3,326 | $2,858 | $468 | $468 | |
| 2101.704 WILMINGTON INTERNATIONAL FUND-I | 2021-12-03 | 2025-07-24 | $22,993 | $21,269 | $1,724 | $1,724 | |
| 777.535 WILMINGTON INTERNATIONAL FUND-I | 2025-02-05 | 2025-11-03 | $8,895 | $7,309 | $1,586 | $1,586 | |
| 444.257 WILMINGTON BROAD MARKET BOND FUND -I | 2021-08-25 | 2025-11-03 | $3,945 | $4,518 | -$573 | -$573 | |
| CAPITAL GAIN DIVIDENDS | $96,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,189 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,189 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $254,619 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,155 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,155 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,155 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,508 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,508 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,647 | 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 | 6103783665 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1504 | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14240 | 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 |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| M AND T BANK | ||||||
| PO BOX 1504 | BUFFALO | NY | 14240 | TRUSTEE | 1 | $28,051 |
| HENRY M KOCH JR ESQ | ||||||
| PO BOX 8514 | READING | PA | 19603 | CO- TRUSTEE | 1 | $7,013 |
| 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 | $3,307,267 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $123,075 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,430,342 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,430,342 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $51,455 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,378,887 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $168,944 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $168,944 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,155 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,155 | TotalTaxAmt |
| Distributable Before Adj | $164,789 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $164,789 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $164,789 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $152,999 | 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 | $152,999 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $164,789 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $151,499 | UndistributedIncomePYAmt |
| 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 | $152,999 | QualifyingDistributionsAmt |
| Applied To Year1 | $151,499 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,500 | 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 | $163,289 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | READING HOSPITAL FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | SIXTH AVENUE & SPRUCE STREET | BusinessNameLine2Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SIXTH AVENUE SPRUCE STREET | AddressLine1Txt |
| City | WEST READING | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusCd |
| Grant Or Contribution Purpose | CHARITABLE | GrantOrContributionPurposeTxt |
| Amt | $151,499 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $151,499 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,873 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $76,297 | 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 Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $254,619 | 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 | $335,789 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $335,789 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $1,500 | Amt |
| Disbursements Charitable Prps | $1,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 4812C0159 JPMORGAN MTG-BACKED | ||
| 592905509 METWEST TOTAL RETURN | $287,973 | $277,405 |
| 97181C811 WILMINGTON BROAD MAR | $298,578 | $296,967 |
| 024524282 AMERICAN BEACON SIM | $32,065 | $35,081 |
| 46654Q575 JPMORGAN MORTGAGE-BA | $38,235 | $40,491 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 19766P868 COLUMBIA OVERSEAS VA | $130,446 | $218,436 |
| 411512478 HARBOR LG-CAP VALUE | ||
| 45775L408 T ROWE PRICE LG-CAP | $35,975 | $121,314 |
| 461418444 WCM FOCUSED INT'L GR | $179,189 | $228,096 |
| 464287598 ISHARES RUSSELL 1000 | $222,447 | $282,907 |
| 464287614 ISHARES RUSSELL 1000 | $137,666 | $236,177 |
| 46432F339 ISHARES MSCI USA QUA | $141,597 | $227,420 |
| 46432F842 ISHARES CORE MSCI EA | $4,298 | $7,246 |
| 46434G103 ISHARES CORE MSCI EM | $33,945 | $41,206 |
| 97181C431 WILMINGTON REAL ASSE | $88,475 | $84,543 |
| 97181C787 WILMINGTON INTERNATI | $158,638 | $251,295 |
| 00171A852 AMG RIVER RD SM-CAP | $51,209 | $51,860 |
| 97181C415 WILMINGTON LARGE-CAP | $319,622 | $393,509 |
| 056823396 BAILLIE GIFFORD EMER | $71,120 | $78,881 |
| 00770X675 PZENA EMERG MKTS VAL | $32,273 | $41,813 |
| 464287630 ISHARES RUSSELL 2000 | $57,578 | $67,048 |
| 14064D774 FT BHVRL SM CAP GRW- | $43,551 | $54,782 |
| 56065F282 NYLI PINESTONE US EQ | $115,672 | $129,941 |
| 87283Q503 T ROWE PRICE US EQUI | $183,265 | $205,601 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2025 TRANSACTION POSTED IN 2026 | $4,528 |
| ROUNDING/COST BASIS ADJUSTMENT | $1 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2024 TRANSACTION POSTED IN 2025 | Desc |
| Amt | $5,360 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $1,463 | $0 | $0 |
| ESTIMATED TAX PAYMENTS | $2,508 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $1,338 | $1,338 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $465 | $465 | $0 |
Comments