ALBERT D HERMANCE SCHOLARSHIP TR: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ALBERT D HERMANCE SCHOLARSHIP TR (EIN 23-7678037)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-06
- IRS object ID
- 202511269349101046
- Schema version
- 2024v5.1
- 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
- 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 | 2025-05-06T10:01:25-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237678037 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HERMANCE A D TW SCHOLARSHIPS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HERM | BusinessNameControlTxt |
| Phone | 5703272992 | 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 | 5703272992 | PhoneNum |
| Signature | 2025-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SANDRA MURPHY | PreparerPersonNm |
| PTIN | P01252209 | PTIN |
| Phone | 3128792000 | PhoneNum |
| Preparation | 2025-05-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $1,271,646 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $33,010 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $33,010 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $53,449 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $289,413 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $53,449 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $86,459 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $86,459 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $17,580 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $17,580 | 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 | $886 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $559 | 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 | $19,966 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,139 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $62,695 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $62,695 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $82,661 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,139 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $64,195 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,798 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $68,320 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,685 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $12,595 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $31,214 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $31,214 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $714,276 | CorporateStockBOYAmt |
| Corporate Stock EOY | $689,836 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $819,061 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $454,031 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $471,653 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $421,371 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,182,587 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,192,703 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,271,646 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,182,587 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,192,703 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,182,587 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,192,703 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,182,587 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,192,703 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,182,587 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,798 | ExcessRevenueOverExpensesAmt |
| Other Increases | $9,031 | OtherIncreasesAmt |
| Subtotal | $1,195,416 | SubtotalAmt |
| Other Decreases | $2,713 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,192,703 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (74 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 74.079 AMG RIVER RD SM-CAP VALUE FD CL I | 2020-07-10 | 2024-04-30 | $1,166 | $776 | $390 | $390 | |
| 80.151 AMG RIVER RD SM-CAP VALUE FD CL I | 2020-07-10 | 2024-11-25 | $1,486 | $839 | $647 | $647 | |
| 383.118 AMG RIVER RD SM-CAP VALUE FD CL I | 2020-07-10 | 2024-11-27 | $7,126 | $4,011 | $3,115 | $3,115 | |
| 82.5 PZENA EMERG MKTS VALUE FD CL I | 2024-02-13 | 2024-04-30 | $1,056 | $974 | $82 | $82 | |
| 62.603 AB CONCENTRATED GR FD CL ADV | 2021-03-26 | 2024-04-30 | $3,348 | $3,396 | -$48 | -$48 | |
| 8.31 AB CONCENTRATED GR FD CL ADV | 2023-12-06 | 2024-06-07 | $466 | $417 | $49 | $49 | |
| 927.872 AB CONCENTRATED GR FD CL ADV | 2021-03-26 | 2024-06-07 | $52,026 | $50,816 | $1,210 | $1,210 | |
| 315.054 BAILLIE GIFFORD EMERG MKTS CL K | 2020-07-10 | 2024-02-13 | $5,860 | $6,767 | -$907 | -$907 | |
| 50.845 BAILLIE GIFFORD EMERG MKTS CL K | 2020-07-10 | 2024-04-30 | $993 | $1,092 | -$99 | -$99 | |
| 54.604 FT BHVRL SM CAP GRW-R6 | 2024-06-11 | 2024-11-25 | $2,781 | $2,352 | $429 | $429 | |
| 139.435 FT BHVRL SM CAP GRW-R6 | 2024-06-11 | 2024-11-27 | $7,061 | $6,007 | $1,054 | $1,054 | |
| 256.611 HARBOR LG-CAP VALUE FD CL RET | 2019-04-30 | 2024-04-30 | $5,648 | $4,029 | $1,619 | $1,619 | |
| 85.081 HARBOR LG-CAP VALUE FD CL RET | 2019-04-30 | 2024-11-25 | $2,110 | $1,336 | $774 | $774 | |
| 96.57 T ROWE PRICE LG-CAP GR FD CL I | 2015-06-11 | 2024-11-25 | $8,333 | $2,813 | $5,520 | $5,520 | |
| 23.657 WCM FOCUSED INT'L GR FR CL INSTL | 2016-06-24 | 2024-11-27 | $612 | $287 | $325 | $325 | |
| 11. ISHARES RUSSELL 1000 VALUE ETF | 2022-03-25 | 2024-04-30 | $1,896 | $1,833 | $63 | $63 | |
| 20. ISHARES RUSSELL 1000 VALUE ETF | 2022-03-25 | 2024-11-25 | $3,988 | $3,333 | $655 | $655 | |
| 14. ISHARES RUSSELL 1000 GROWTH ETF | 2022-07-29 | 2024-04-30 | $4,562 | $3,405 | $1,157 | $1,157 | |
| 4. ISHARES RUSSELL 1000 GROWTH ETF | 2022-07-29 | 2024-11-25 | $1,576 | $973 | $603 | $603 | |
| 19. ISHARES RUSSELL 1000 GROWTH ETF | 2022-07-29 | 2024-11-27 | $7,486 | $4,622 | $2,864 | $2,864 | |
| 12. ISHARES RUSSELL 2000 VALUE ETF | 2023-12-22 | 2024-11-25 | $2,193 | $1,876 | $317 | $317 | |
| 47. ISHARES RUSSELL 2000 VALUE ETF | 2023-12-22 | 2024-11-27 | $8,482 | $7,346 | $1,136 | $1,136 | |
| 24. ISHARES MSCI USA QUALITY FACTOR ETF | 2019-05-13 | 2024-04-30 | $3,789 | $2,104 | $1,685 | $1,685 | |
| 30. ISHARES MSCI USA QUALITY FACTOR ETF | 2019-05-13 | 2024-11-25 | $5,500 | $2,630 | $2,870 | $2,870 | |
| 8. ISHARES MSCI USA VALUE FACTOR | 2021-03-26 | 2024-04-30 | $812 | $818 | -$6 | -$6 | |
| 10. ISHARES MSCI USA VALUE FACTOR | 2021-03-26 | 2024-11-25 | $1,157 | $1,022 | $135 | $135 | |
| 172. ISHARES MSCI USA VALUE FACTOR | 2021-03-26 | 2024-11-27 | $19,573 | $18,260 | $1,313 | $1,313 | |
| 304. ISHARES CORE MSCI EAFE ETF | 2020-07-10 | 2024-02-12 | $21,349 | $19,036 | $2,313 | $2,313 | |
| 107. ISHARES CORE MSCI EAFE ETF | 2023-02-06 | 2024-07-22 | $7,960 | $7,096 | $864 | $864 | |
| 109.009 NYLI PINESTONE US EQUITY P | 2024-06-07 | 2024-11-25 | $2,190 | $1,965 | $225 | $225 | |
| 140.196 VIRTUS KAR SMALL-CAP GROWTH I | 2023-12-20 | 2024-06-11 | $4,357 | $4,570 | -$213 | -$213 | |
| 558.245 VIRTUS KAR SMALL-CAP GROWTH I | 2022-05-25 | 2024-06-11 | $17,350 | $19,100 | -$1,750 | -$1,750 | |
| 243.355 WILMINGTON LARGE-CAP STRATEGY FUND-I | 2020-07-10 | 2024-04-30 | $7,050 | $5,923 | $1,127 | $1,127 | |
| 341.765 WILMINGTON LARGE-CAP STRATEGY FUND-I | 2020-07-10 | 2024-11-25 | $11,849 | $8,319 | $3,530 | $3,530 | |
| 1754.349 WILMINGTON REAL ASSET FUND-I | 2019-04-30 | 2024-04-30 | $23,596 | $25,064 | -$1,468 | -$1,468 | |
| 411.074 WILMINGTON INTERNATIONAL FUND-I | 2020-07-10 | 2024-04-30 | $3,675 | $3,395 | $280 | $280 | |
| 709.229 WILMINGTON BROAD MARKET BOND FUND -I | 2020-07-10 | 2024-07-01 | $6,071 | $7,362 | -$1,291 | -$1,291 | |
| CAPITAL GAIN DIVIDENDS | $22,880 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22,880 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22,880 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22,880 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22,880 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22,880 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22,880 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22,880 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22,880 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22,880 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22,880 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22,880 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22,880 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22,880 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22,880 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22,880 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22,880 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22,880 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22,880 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22,880 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22,880 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22,880 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22,880 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22,880 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22,880 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22,880 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22,880 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22,880 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22,880 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22,880 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22,880 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22,880 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22,880 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22,880 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22,880 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22,880 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22,880 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $53,449 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $950 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $950 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $950 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $484 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $484 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $466 | 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 TRUST CO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5703272992 | 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 | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | M&T TRUST CO | BusinessNameLine1Txt |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $17,580 | 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 | $1,258,226 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $19,455 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,277,681 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,277,681 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,165 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,258,516 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $62,926 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $62,926 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $950 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $950 | TotalTaxAmt |
| Distributable Before Adj | $61,976 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $7,695 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $69,671 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $69,671 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $64,195 | 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 | $64,195 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $69,671 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $54,445 | 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 | $64,195 | QualifyingDistributionsAmt |
| Applied To Year1 | $54,445 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,750 | 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 | $59,921 | 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 | WILLIAMSPORT H S GUIDANCE COUNSELO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2990 WEST 4TH STREET | AddressLine1Txt |
| City | WILLIAMSPORT | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5703272992 | RecipientPhoneNum |
| Form And Info And Materials | WILLIAMSPORT AREA H.S. LOCAL SCHOLARSHIP APPLICATION FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MARCH 20 | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRADUATING SENIORS OF WILLIAMSPORT AREA H.S. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| PENNSYLVANIA COLLEGE OF | ||||||||
| TECHNOLOGY | 5600 CITY AVENUE | PHILADELPHIA | PA | 19131 | NONE | PC | SCHOLARSHIP | $3,000 |
| MESSIAH COLLEGE | ||||||||
| ONE COLLEGE AVE | GRANTHAM | PA | 17027 | NONE | PC | SCHOLARSHIP | $1,000 | |
| PENN STATE UNIVERSITY | ||||||||
| 201 OLD MAIN STREET | UNIVERSITY PARK | PA | 16802 | NONE | PC | SCHOLARSHIP | $18,000 | |
| LYCOMING COLLEGE | ||||||||
| 700 COLLEGE PLACE | WILLIAMSPORT | PA | 17701 | NONE | PC | SCHOLARSHIP | $4,445 | |
| BLOOMSBURG UNIVERSITY | ||||||||
| 400 E 2ND STREET | BLOOMSBURG | PA | 17815 | NONE | PC | SCHOLARSHIP | $1,750 | |
| LOCK HAVEN UNIVERSITY | ||||||||
| 401 NORTH FAIRVIEW STREET | LOCK HAVEN | PA | 17745 | NONE | PC | SCHOLARSHIP | $1,250 | |
| ROCHESTER INSTITUTE OF TECHNOLOGY | ||||||||
| 1 LOMB MEMORIAL DRIVE | ROCHESTER | NY | 14623 | NONE | PC | SCHOLARSHIP | $6,250 | |
| ALBRIGHT COLLEGE | ||||||||
| PO BOX 15234 | READING | PA | 19612 | NONE | PC | EDUCATION | $750 | |
| UNIVERSITY OF PITTSBURGH | ||||||||
| STUDENT PAYMENT CENTER | G-7 THACKERAY HALL | PITTSBURGH | PA | 15260 | NONE | PC | SCHOLARSHIP | $3,500 |
| LEHIGH UNIVERSITY | ||||||||
| BURSARS OFFICE | 27 MEMORIAL DRIVE | BETHLEHEM | PA | 18015 | NONE | PC | SCHOLARSHIP | $2,750 |
| CATHOLIC UNIVERSITY OF AMERICA | ||||||||
| 620 MICHIGAN AVE NE | WASHINGTON | DC | 20064 | NONE | PC | SCHOLARSHIP | $1,500 | |
| MEME JEFFRIES SCHOOL OF LAW | ||||||||
| 3900 FORBES AVE | PITTSBURGH | PA | 15260 | NONE | PC | SCHOLARSHIP | $1,000 | |
| MOORE COLLEGE OF ART AND DESIGN | ||||||||
| PO BOX 822847 | PHILADELPHIA | PA | 19103 | NONE | PC | SCHOLARSHIP | $750 | |
| BUCKNELL UNIVERSITY | ||||||||
| 621 SAINT GEORGE ST | LEWISBURG | PA | 17837 | NONE | PC | SCHOLARSHIP | $4,500 | |
| LIBERTY UNIVERSITY | ||||||||
| 1971 UNIVERSITY BLVD | LYNCHBURG | VA | 24502 | NONE | PC | SCHOLARSHIP | $750 | |
| FLORIDA INSTITUTE OF TECHNOLOGY | ||||||||
| OFFICE OF STUDENT ACCOUNTING | 150 WEST UNIVERSITY BOULEVARD | MELBOURNE | FL | 32901 | NONE | PC | SCHOLARSHIP | $750 |
| UNC CHARLOTTE | ||||||||
| 9201 UNIVERSITY CITY BLVD | CHARLOTTE | NC | 28223 | NONE | PC | SCHOLARSHIP | $1,500 | |
| CHATHAM UNIVERSITY | ||||||||
| FBO COUNTESS LINGARD | 5750 CENTRE AVE | PITTSBURGH | PA | 15206 | NONE | PC | SCHOLARSHIP | $750 |
| CARNEGIE MELLON UNIVERSITY | ||||||||
| FBO BRYNN BROADDUS | 5000 FORBES AVE | PITTSBURGH | PA | 15213 | NONE | PC | SCHOLARSHIP | $4,500 |
| YORK COLLEGE OF PENNSYLVANIA | ||||||||
| FBO OWEN GAIR | 441 COUNTRY CLUB RD | YORK | PA | 174033651 | NONE | PC | SCHOLARSHIP | $2,000 |
| PENN STATE UNIVERSITY PARK | ||||||||
| FBO SPENCER SPONHOUSE | 664 CURTIN RD 103 SHIELDS | UNIVERSITY PARK | PA | 16802 | NONE | PC | SCHOLARSHIP | $1,000 |
| PENN STATE | ||||||||
| FBO LILY WHIPPLE | 76 UNIVERSITY DR | HAZELTON | PA | 18202 | NONE | PC | SCHOLARSHIP | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $62,695 | 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 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $33,010 | 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 | $53,449 | 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 | $86,459 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $86,459 | 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 |
|---|---|---|
| 24524282 AMERICAN BEACON SIM H | ||
| 4812C0159 JPMORGAN MTG-BACKED | $47,511 | $45,275 |
| 592905509 METWEST TOTAL RETURN | $140,478 | $122,309 |
| 97181C811 WILMINGTON BROAD MAR | $247,399 | $215,921 |
| 024524282 AMERICAN BEACON SIM | $36,265 | $37,866 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (24 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 00171A852 AMG RIVER RD SM-CAP | $13,696 | $15,990 |
| 01878T848 AB CONCENTRATED GR F | ||
| 19766P868 COLUMBIA OVERSEAS VA | $59,788 | $60,899 |
| 411512478 HARBOR LG-CAP VALUE | $60,448 | $73,699 |
| 45775L408 T ROWE PRICE LG-CAP | $41,237 | $73,228 |
| 461418444 WCM FOCUSED INT'L GR | $45,072 | $52,891 |
| 464287598 ISHARES RUSSELL 1000 | $63,131 | $68,128 |
| 464287614 ISHARES RUSSELL 1000 | $37,502 | $55,016 |
| 464287887 ISHARES S&P SM-CAP 6 | ||
| 464288877 ISHARES MSCI EAFE VA | ||
| 46432F339 ISHARES MSCI USA QUA | $41,360 | $65,355 |
| 46432F388 ISHARES MSCI USA VAL | ||
| 46432F842 ISHARES CORE MSCI EA | $3,979 | $4,217 |
| 46434G103 ISHARES CORE MSCI EM | $11,368 | $12,219 |
| 56823396 BAILLIE GIFFORD EMERG | ||
| 92828N593 VIRTUS KAR SMALL-CAP | ||
| 97181C415 WILMINGTON LARGE-CAP | $100,729 | $124,134 |
| 97181C431 WILMINGTON REAL ASSE | $34,682 | $32,852 |
| 97181C787 WILMINGTON INTERNATI | $70,223 | $75,851 |
| 464287630 ISHARES RUSSELL 2000 | $17,212 | $17,730 |
| 056823396 BAILLIE GIFFORD EMER | $27,796 | $21,506 |
| 14064D774 FT BHVRL SM CAP GRW- | $14,241 | $15,913 |
| 00770X675 PZENA EMERG MKTS VAL | $11,022 | $11,084 |
| 56065F282 NYLI PINESTONE US EQ | $36,350 | $38,349 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2024 TRANSACTION POSTED IN 2025 | $2,548 |
| COST BASIS ADJ | $165 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2023 TRANSACTION POSTED IN 2024 | $1,336 |
| RECOVERIES | $7,695 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - PRINCIPAL | $327 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $434 | $434 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $125 | $125 | $0 |