Civic Intelligence

Irvin E Herr Foundation

990PF • Fiscal year 2012 • EIN 22-2550087

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 23, 2013

One M T Plaza 8th Floor14203
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

96th percentile

$5,331

Higher top officer pay than 96% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

35th percentile

-5.1%

Faster asset growth than 35% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$391,036

Down $21,169 (-5.1%) from 2011

Net Assets

Down

$391,036

Down $21,169 (-5.1%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$26,570

Up $3,091 (+13%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2010: $425,177Liabilities 2010: $0Net Assets 2010: $425,1772010Assets 2011: $412,205Liabilities 2011: $0Net Assets 2011: $412,2052011Assets 2012: $391,036Liabilities 2012: $0Net Assets 2012: $391,0362012Assets 2013: $375,719Liabilities 2013: $0Net Assets 2013: $375,7192013Assets 2014: $398,384Liabilities 2014: $0Net Assets 2014: $398,3842014Assets 2015: $404,651Liabilities 2015: $0Net Assets 2015: $404,6512015Assets 2016: $404,018Liabilities 2016: $0Net Assets 2016: $404,0182016Assets 2017: $393,935Liabilities 2017: $0Net Assets 2017: $393,9352017Assets 2018: $406,556Liabilities 2018: $0Net Assets 2018: $406,5562018Assets 2019: $398,272Liabilities 2019: $0Net Assets 2019: $398,2722019Assets 2020: $382,700Liabilities 2020: $0Net Assets 2020: $382,7002020Assets 2021: $391,904Liabilities 2021: $0Net Assets 2021: $391,9042021Assets 2022: $376,302Liabilities 2022: $0Net Assets 2022: $376,3022022Assets 2023: $363,359Liabilities 2023: $0Net Assets 2023: $363,3592023Assets 2024: $362,749Liabilities 2024: $0Net Assets 2024: $362,7492024

Highlighted filing

2012

Assets$391,036
Liabilities$0
Net Assets$391,036

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60K$40K$20K$0-$20KExpenses 2010: $22,3152010Expenses 2011: $23,4792011Expenses 2012: $26,5702012Revenue 2013: $11,403Expenses 2013: $26,714Net Income 2013: -$15,3112013Revenue 2014: $51,130Expenses 2014: $28,529Net Income 2014: $22,6012014Revenue 2015: $35,921Expenses 2015: $33,617Net Income 2015: $2,3042015Revenue 2016: $32,770Expenses 2016: $32,032Net Income 2016: $7382016Revenue 2017: $19,074Expenses 2017: $28,944Net Income 2017: -$9,8702017Revenue 2018: $42,056Expenses 2018: $29,464Net Income 2018: $12,5922018Revenue 2019: $19,663Expenses 2019: $27,978Net Income 2019: -$8,3152019Revenue 2020: $11,912Expenses 2020: $27,550Net Income 2020: -$15,6382020Revenue 2021: $39,526Expenses 2021: $30,255Net Income 2021: $9,2712021Revenue 2022: $17,218Expenses 2022: $32,797Net Income 2022: -$15,5792022Revenue 2023: $13,687Expenses 2023: $26,467Net Income 2023: -$12,7802023Revenue 2024: $25,767Expenses 2024: $25,933Net Income 2024: -$1662024

Highlighted filing

2012

Revenue-
Expenses$26,570
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 23, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
M AND T BANKTrustee-$5,331-$5,331
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMESSIAH COLLEGESCHOLARSHIPN/AGRANTHAM, PA, US$4,200
Paid GrantSHIPPENSBURG UNIVERSITYSCHOLARSHIPN/ASHIPPENSBURG, PA, US$2,100
Paid GrantUNIVERSITY OF PITTSBURGHSCHOLARSHIPN/APITTSBURGH, PA, US$2,100
Paid GrantBLOOMSBURG UNIVERSITYSCHOLARSHIPN/ABLOOMSBURG, PA, US$2,100
Paid GrantJAMES MADISON UNIVERSITYEDUCATION SCHOLARSHIPN/AHARRISONBURG, VA, US$2,100
Paid GrantELON UNIVERSITYEDUCATION SCHOLARSHIPN/AELON, NC, US$2,100
Paid GrantROBERT MORRIS UNIVERSITYSCHOLARSHIPN/AMOON TOWNSHIP, PA, US$2,100
Paid GrantLYCOMING COLLEGEEDUCATION SCHOLARSHIPN/AWILLIAMSPORT, PA, US$2,100
Paid GrantKUTSTOWN UNIVERSITYSCHOLARSHIPEDUCATIONKUTZTOWN, PA, US$2,100
Filing and Contact Details

Filer

EIN
22-2550087
Raw XML AppendixShowing 400 of 544 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
InvestmentsOtherSchedule2/InvestmentsOther/BookValue024235
InvestmentsOtherSchedule2/InvestmentsOther/BookValue114639
InvestmentsOtherSchedule2/InvestmentsOther/BookValue25100
InvestmentsOtherSchedule2/InvestmentsOther/BookValue326895
InvestmentsOtherSchedule2/InvestmentsOther/BookValue45122
InvestmentsOtherSchedule2/InvestmentsOther/BookValue54828
InvestmentsOtherSchedule2/InvestmentsOther/BookValue624878
InvestmentsOtherSchedule2/InvestmentsOther/BookValue75000
InvestmentsOtherSchedule2/InvestmentsOther/BookValue815680
InvestmentsOtherSchedule2/InvestmentsOther/BookValue945755
InvestmentsOtherSchedule2/InvestmentsOther/BookValue1017122
InvestmentsOtherSchedule2/InvestmentsOther/BookValue1117493
InvestmentsOtherSchedule2/InvestmentsOther/BookValue1217493
InvestmentsOtherSchedule2/InvestmentsOther/BookValue138000
InvestmentsOtherSchedule2/InvestmentsOther/BookValue1418417
InvestmentsOtherSchedule2/InvestmentsOther/BookValue154562
InvestmentsOtherSchedule2/InvestmentsOther/BookValue1614612
InvestmentsOtherSchedule2/InvestmentsOther/BookValue175000
InvestmentsOtherSchedule2/InvestmentsOther/BookValue1838509
InvestmentsOtherSchedule2/InvestmentsOther/BookValue197027
InvestmentsOtherSchedule2/InvestmentsOther/BookValue2018270
InvestmentsOtherSchedule2/InvestmentsOther/BookValue2111606
InvestmentsOtherSchedule2/InvestmentsOther/BookValue225000
InvestmentsOtherSchedule2/InvestmentsOther/BookValue238096
InvestmentsOtherSchedule2/InvestmentsOther/BookValue245015
InvestmentsOtherSchedule2/InvestmentsOther/BookValue255000
InvestmentsOtherSchedule2/InvestmentsOther/BookValue267240
InvestmentsOtherSchedule2/InvestmentsOther/BookValue276706
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0MTB INCOME INST #143
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1MTB SMALL CAP GROWTH #555
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem2MTB MID CAP GROWTH #401
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem3MTB INT'L EQUITY #270
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem4CRM MID CAP VALUE #32
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem5FEDERATED STRATEGIC VALUE
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem6HARBOR CAP APP #12
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem7LOOMIS SAYLES SMALL CAP VALUE
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem8LSV VALUE EQUITY
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem9T ROWE PRICE DIVIDEND GROWTH
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem10VANGUARD SMALL CAP VALUE #860
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem11FIDELITY SPARTAN INT'L #399
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem12HARBOR INT'L FUND #11
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem13ARTIO GLOBAL INCOME
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem14RIDGEWORTH SEIX
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem15FEDERATED GNMA #16
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem16MTB SHORT DURATION#120
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem17PIMCO TOTAL RETURN #35
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem18VANGUARD VALUE INDX#1346
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem19VANGUARD 500 INDEX FUND
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem20DREYFUS HI YIELD FUND
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem21FEDERATED TOTAL RETURN
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem22BRIDGEWAY ULTRA SM CO MKT
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem23LITMAN GREGORY MSTRS INTL
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem24FEDERATED ULTRA SHORT
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem25WILMINGTON BROAD MARKET
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem26WILMINGTON SHORT DURATION
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem27WILMINGTON MID CAP GROWTH
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem28WILMINGTON SMALL CAP GROWTH
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem29GUINNESS ATKINSON GLOBAL
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem30MAINSTAY EPOCH
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem31RS GLOBAL NAT RES
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem32GUINNESS ATKINSON CHINA
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem33LAZARD EMERGING MARKETS
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem34WILMINGTON MULTI-MGR INTL
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV018000
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV120645
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV25708
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV326993
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV45823
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV54473
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV626081
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV75210
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV815936
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV946820
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV1018500
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV1125764
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV1227407
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV138048
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV1418626
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV154702
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV1614964
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV175038
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV1838495
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV196907
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV2020991
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV2112080
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV224811
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV238637
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV245065
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV255094
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV267591
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV275237
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV1AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV2AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV3AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV4AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV5AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV6AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV7AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV8AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV9AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV10AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV11AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV12AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV13AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV14AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV15AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV16AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV17AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV18AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV19AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV20AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV21AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV22AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV23AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV24AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV25AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV26AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV27AT COST
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount010457
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount0-5058
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount05399
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA05399
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm05331
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss05331
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps021000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss021000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm010363
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss010457
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-21171
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice054528
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss0-5058
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome04888
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCGAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm0144
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss0239
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps021000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm05475
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss026570
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome010363
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses05399
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm05475
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss05570
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncm00
IRS990PF/BalanceSheets/AccountsReceivableEOY00
IRS990PF/BalanceSheets/AccountsReceivableEOYFMV00
IRS990PF/BalanceSheets/AllwncForDbtflAcctOtherRcvbl00
IRS990PF/BalanceSheets/CapitalStockBOY0412205
IRS990PF/BalanceSheets/CapitalStockEOY0391036
IRS990PF/BalanceSheets/InvestmentsOtherBOY0401536
IRS990PF/BalanceSheets/InvestmentsOtherEOY0387300
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV0413646
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY010669
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY03736
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV03736
IRS990PF/BalanceSheets/TotalAssetsBOY0412205
IRS990PF/BalanceSheets/TotalAssetsEOY0391036
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0417382
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0412205
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0391036
IRS990PF/BalanceSheets/TotalNetAssetsBOY0412205
IRS990PF/BalanceSheets/TotalNetAssetsEOY0391036
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0-5058
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis030794
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis16166
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis210756
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis31908
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis41904
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis53160
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis62922
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis71976
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02009-05-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12007-04-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22007-12-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32010-12-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired42012-01-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired52007-12-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired62005-11-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired72001-03-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-01-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12012-01-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22012-01-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32012-02-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42012-03-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52012-09-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62012-09-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold72012-09-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset01744.953 LSV VALUE EQUITY FUND STRATEGY
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1216.216 LOOMIS SAYLES SM CAP VALUE FUND CL-I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2331.841 CRM MID-CAP VALUE CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3179.533 PIMCO TOTAL RETURN CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4124.688 MAINSTAY EPOCH GLBL EQTY YD FD CL-I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5176.056 WILMINGTON SMALL CAP GROWTH FUND -I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6195.186 WILMINGTON MID CAP GROWTH FUND -I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset7196.271 WILMINGTON BROAD MARKET BOND FUND -I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset8CAPITAL GAIN DIVIDENDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0-6923
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1-166
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2-1448
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss392
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss496
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss5-160
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss678
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss724
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss81
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses0-6923
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1-166
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses2-1448
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses392
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses496
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses5-160
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses678
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses724
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice023871
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice16000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice29308
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice32000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice42000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice53000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice63000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice72000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-21171
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases02
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0391036
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0412205
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0391036
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted020516
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj020516
IRS990PF/DistributableAmount/DistributableAmountBeforeDed020516
IRS990PF/DistributableAmount/MinimumInvestmentReturn020565
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome049
IRS990PF/DistributableAmount/TotalTax049
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear051
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax049
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment051
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal049
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome049
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidWithExtension00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0100
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0417382
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0417554
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances08216
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0409338
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable06263
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn020565
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0411291
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0417554
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation05331
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0M AND T BANK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10ONE M AND T PLAZA 8TH FLOOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0BUFFALO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0NY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode014203
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct020067
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets020018
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.048671
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.042909
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.043215
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.049997
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.064021
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.043215
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0411291
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10414833
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20393383
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30360019
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40420032
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50485948
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome049
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions021000
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1017800
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2017000
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3018000
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4026891
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5021000
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.243357
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions020951
IRS990PF/QualifyingDistributions/AmountsPaidAcqCharitableAssets00
IRS990PF/QualifyingDistributions/AmountsSetAsideCashDistriTest00
IRS990PF/QualifyingDistributions/AmountsSetAsideSuitabilityTest00
IRS990PF/QualifyingDistributions/ExpensesAndContributions021000
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm049
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions021000
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10M AND T TRUST CO
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber07168425506
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10ONE M T PLAZA 8TH FLOOR
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0BUFFALO
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0NY
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode014203
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0PA
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0IN WRITING
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0M AND T TRUST COMPANY
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber07168425506
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10ONE M AND T PLAZA 8TH FLOOR
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0BUFFALO
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0NY
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode014203
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0NO RESTRICTION
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0NO DEADLINE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount02100
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount14200
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount22100
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount32100
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount42100
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount52100
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount62100
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount72100
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount82100
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4EDUCATION SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5EDUCATION SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7EDUCATION SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution8SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10SHIPPENSBURG UNIVERSITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11MESSIAH COLLEGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12UNIVERSITY OF PITTSBURGH

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$0.26$0.26$0.00
2023Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$0.14$0.26$0.13
2022Detailed filing. Detailed filing data is available for this year.$3.76$0.00$3.76$0.17$0.33$0.16
2021Detailed filing. Detailed filing data is available for this year.$3.92$0.00$3.92$0.40$0.30$0.09
2020Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$0.12$0.28$0.16
2019Detailed filing. Detailed filing data is available for this year.$3.98$0.00$3.98$0.20$0.28$0.08
2018Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$0.42$0.29$0.13
2017Detailed filing. Detailed filing data is available for this year.$3.94$0.00$3.94$0.19$0.29$0.10
2016Detailed filing. Detailed filing data is available for this year.$4.04$0.00$4.04$0.33$0.32$0.01
2015Detailed filing. Detailed filing data is available for this year.$4.05$0.00$4.05$0.36$0.34$0.02
2014Detailed filing. Detailed filing data is available for this year.$3.98$0.00$3.98$0.51$0.29$0.23
2013Detailed filing. Detailed filing data is available for this year.$3.76$0.00$3.76$0.11$0.27$0.15
2012Detailed filing. Detailed filing data is available for this year.$3.91$0.00$3.91$0.27
2011Detailed filing. Detailed filing data is available for this year.$4.12$0.00$4.12$0.23
2010Detailed filing. Detailed filing data is available for this year.$4.25$0.00$4.25$0.22