Civic Intelligence

Minerva Schaal Trust UW FBO John & Minerva Schaal Memorial

990PF • Fiscal year 2012 • EIN 25-6160466

Jan 01, 2012 to Dec 31, 2012 • Filed on May 07, 2013

Organization Profile
One M T Plaza 8th Floor14203
Siviq Scores

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

Liabilities / Assets

82nd percentile

0.00x

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

2012 filings • NTEE T20 • $500k-$1M 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

$11,292

Higher top officer pay than 96% of similar nonprofits.

2012 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2012

Asset Growth

28th percentile

-3.5%

Faster asset growth than 28% of similar nonprofits.

2012 filings • NTEE T20 • $500k-$1M nonprofits • Annualized from 2010 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Down

$656,012

Down $48,546 (-6.9%) from 2010

Net Assets

Down

$656,012

Down $48,546 (-6.9%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$52,324

Up $2,453 (+4.9%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$1.0M$500K$0Assets 2010: $704,558Liabilities 2010: $0Net Assets 2010: $704,5582010Assets 2012: $656,012Liabilities 2012: $0Net Assets 2012: $656,0122012Assets 2013: $631,068Liabilities 2013: $0Net Assets 2013: $631,0682013Assets 2014: $654,136Liabilities 2014: $0Net Assets 2014: $654,1362014Assets 2015: $727,133Liabilities 2015: $0Net Assets 2015: $727,1332015Assets 2016: $751,326Liabilities 2016: $0Net Assets 2016: $751,3262016Assets 2017: $787,683Liabilities 2017: $0Net Assets 2017: $787,6832017Assets 2018: $794,467Liabilities 2018: $0Net Assets 2018: $794,4672018Assets 2019: $778,354Liabilities 2019: $0Net Assets 2019: $778,3542019Assets 2020: $755,561Liabilities 2020: $0Net Assets 2020: $755,5612020Assets 2021: $798,858Liabilities 2021: $0Net Assets 2021: $798,8582021Assets 2022: $804,364Liabilities 2022: $0Net Assets 2022: $804,3642022Assets 2023: $785,081Liabilities 2023: $0Net Assets 2023: $785,0812023Assets 2024: $790,793Liabilities 2024: $0Net Assets 2024: $790,7932024

Highlighted filing

2012

Assets$656,012
Liabilities$0
Net Assets$656,012
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50KExpenses 2010: $49,8712010Expenses 2012: $52,3242012Revenue 2013: $29,059Expenses 2013: $54,003Net Income 2013: -$24,9442013Revenue 2014: $78,737Expenses 2014: $55,666Net Income 2014: $23,0712014Revenue 2015: $126,046Expenses 2015: $57,451Net Income 2015: $68,5952015Revenue 2016: $86,407Expenses 2016: $57,563Net Income 2016: $28,8442016Revenue 2017: $91,950Expenses 2017: $55,196Net Income 2017: $36,7542017Revenue 2018: $69,567Expenses 2018: $62,801Net Income 2018: $6,7662018Revenue 2019: $42,006Expenses 2019: $58,122Net Income 2019: -$16,1162019Revenue 2020: $33,177Expenses 2020: $56,107Net Income 2020: -$22,9302020Revenue 2021: $82,560Expenses 2021: $39,122Net Income 2021: $43,4382021Revenue 2022: $43,377Expenses 2022: $37,743Net Income 2022: $5,6342022Revenue 2023: $35,760Expenses 2023: $54,709Net Income 2023: -$18,9492023Revenue 2024: $61,194Expenses 2024: $54,642Net Income 2024: $6,5522024

Highlighted filing

2012

Revenue-
Expenses$52,324
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 7, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$11,292-$11,292
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTHE SHOOK HOMECHARITABLEN/ACHAMBERSBURG, PA, US$20,000
Paid GrantCHAMBERSBURG HEALTH SERVICESCHARITABLEN/ACHAMBERSBURG, PA, US$20,000
Filing and Contact Details

Filer

EIN
25-6160466
Raw XML AppendixShowing 400 of 401 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/BookValue023880
InvestmentsOtherSchedule2/InvestmentsOther/BookValue115616
InvestmentsOtherSchedule2/InvestmentsOther/BookValue276370
InvestmentsOtherSchedule2/InvestmentsOther/BookValue316125
InvestmentsOtherSchedule2/InvestmentsOther/BookValue437513
InvestmentsOtherSchedule2/InvestmentsOther/BookValue529962
InvestmentsOtherSchedule2/InvestmentsOther/BookValue686234
InvestmentsOtherSchedule2/InvestmentsOther/BookValue7160585
InvestmentsOtherSchedule2/InvestmentsOther/BookValue875898
InvestmentsOtherSchedule2/InvestmentsOther/BookValue945494
InvestmentsOtherSchedule2/InvestmentsOther/BookValue1010380
InvestmentsOtherSchedule2/InvestmentsOther/BookValue1110190
InvestmentsOtherSchedule2/InvestmentsOther/BookValue128694
InvestmentsOtherSchedule2/InvestmentsOther/BookValue1330000
InvestmentsOtherSchedule2/InvestmentsOther/BookValue145214
InvestmentsOtherSchedule2/InvestmentsOther/BookValue1514933
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0DREYFUS INTL
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1CRM MID CAP VAL FD #32
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem2MTB SM CAP STK INST FD #555
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem3FEDERATED TOTAL RTN
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem4BRIDGEWAY ULTRA
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem5LSV VALUE
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem6RIDGEWORTH SEIX
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem7MTB MID CAP #401
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem8HARBOR INT'L FD #11
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem9VANGUARD INSTI INDEX #94
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem10VANGUARD INTER TERM #71
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem11VANGUARD SHORT TERM #1349
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem12GUINNESS ATKINSON CHINA & HK
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem13LAZARD EMERGING
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem14RS GLOBAL NAT RES
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem15FEDERATED ULTRA SHORT BOND-INS
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem16WILMINGTON MID CAP GROWTH FD
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem17WILMINGTON SMALL CAP GROWTH FD
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV026456
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV119372
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV282518
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV314187
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV433441
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV531322
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV699317
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV7269702
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV878759
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV945752
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV109347
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV1110999
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV1210692
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV1330263
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV146414
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV1513358
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
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount019151
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount04581
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount023732
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA023732
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm04581
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm011292
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss011292
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps040000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss040000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm019077
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss019151
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-28592
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice033153
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss04581
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome012075
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/TaxesNetInvstIncm0291
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss01032
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps040000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm011583
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss052324
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome023658
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses023732
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm011583
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss012324
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncm00
IRS990PF/BalanceSheets/AccountsReceivableEOY00
IRS990PF/BalanceSheets/AccountsReceivableEOYFMV00
IRS990PF/BalanceSheets/AllwncForDbtflAcctOtherRcvbl00
IRS990PF/BalanceSheets/CapitalStockBOY0684605
IRS990PF/BalanceSheets/CapitalStockEOY0656012
IRS990PF/BalanceSheets/InvestmentsOtherBOY0669508
IRS990PF/BalanceSheets/InvestmentsOtherEOY0647088
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV0781899
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY015097
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY08924
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV08924
IRS990PF/BalanceSheets/TotalAssetsBOY0684605
IRS990PF/BalanceSheets/TotalAssetsEOY0656012
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0790823
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0684605
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0656012
IRS990PF/BalanceSheets/TotalNetAssetsBOY0684605
IRS990PF/BalanceSheets/TotalNetAssetsEOY0656012
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome04581
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis02450
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis15176
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis22637
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis33980
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis414329
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02010-06-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12005-05-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22007-12-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32010-06-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired42006-12-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-03-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12012-03-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22012-03-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32012-09-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42012-09-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset081.103 RS GLOBAL NATURAL RESOURCES FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1199.933 CRM MID-CAP VALUE CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2187.266 WILMINGTON MID CAP GROWTH FUND -I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3131.752 RS GLOBAL NATURAL RESOURCES FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4598.803 WILMINGTON SMALL CAP GROWTH FUND -I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0550
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1824
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2363
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss31020
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss4-4329
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses0550
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1824
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses2363
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses31020
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses4-4329
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice03000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice16000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice23000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice35000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice410000
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-28592
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases01
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0656013
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0684605
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0656012
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted038199
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj038199
IRS990PF/DistributableAmount/DistributableAmountBeforeDed038199
IRS990PF/DistributableAmount/MinimumInvestmentReturn038441
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0242
IRS990PF/DistributableAmount/TotalTax0242
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear0122
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded052
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0416
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0242
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment0174
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0242
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0242
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidWithExtension00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0416
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0790823
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0780527
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances07815
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0772712
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable011708
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn038441
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0768819
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0780527
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/BusinessName/BusinessNameLine10M AND T TRUST CO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation011292
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/AdjNonchrtblAssetsAndOnePct040337
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets040216
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.052309
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.051634
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.051698
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.051614
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.049653
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.056946
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0768819
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10784749
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20748310
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30675160
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40811172
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50975059
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0121
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions040000
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1040520
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2038686
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3034848
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4040277
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5055526
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.261545
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions040000
IRS990PF/QualifyingDistributions/AmountsPaidAcqCharitableAssets00
IRS990PF/QualifyingDistributions/AmountsSetAsideCashDistriTest00
IRS990PF/QualifyingDistributions/AmountsSetAsideSuitabilityTest00
IRS990PF/QualifyingDistributions/ExpensesAndContributions040000
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm00
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions040000
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10MANUFACTURERS AND TRADERS BANK
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber07168425506
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10ONE M AND 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/GrantOrContriPaidDuringYear/Amount020000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount120000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10THE SHOOK HOME
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11CHAMBERSBURG HEALTH SERVICES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine20ATTN CONTROLLER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine21C/O PATRICK O'DONNELL FINC DEPT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1055 SOUTH SECOND STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11112 NORTH SEVENTH STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0CHAMBERSBURG
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1CHAMBERSBURG
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode017201
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1172016005
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear040000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear038199
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted038199
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear101696
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear201442
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear301314
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4088
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear50176
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear50176
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear06341
IRS990PF/UndistributedIncome/ExcessFromCurrentYear01801
IRS990PF/UndistributedIncome/ExcessFromYear101696
IRS990PF/UndistributedIncome/ExcessFromYear201442
IRS990PF/UndistributedIncome/ExcessFromYear301314
IRS990PF/UndistributedIncome/ExcessFromYear4088
IRS990PF/UndistributedIncome/PriorYear102010
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions040000
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus01801
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus06517
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover04716
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherDecreasesSchedule/OtherDecreases/Amount01
OtherDecreasesSchedule/OtherDecreases/Description0ROUNDING ADJUSTMENT
TaxesSchedule/Taxes/Amount0325
TaxesSchedule/Taxes/Amount1416
TaxesSchedule/Taxes/Amount2103
TaxesSchedule/Taxes/Amount3188
TaxesSchedule/Taxes/Category0FEDERAL TAXES PRIOR YEAR BALAN
TaxesSchedule/Taxes/Category1FEDERAL ESTIMATED TAX DEPOSITS
TaxesSchedule/Taxes/Category2FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/Taxes/Category3FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/DisbursementsCharitablePrps20
TaxesSchedule/Taxes/DisbursementsCharitablePrps30
TaxesSchedule/Taxes/NetInvestmentIncome00
TaxesSchedule/Taxes/NetInvestmentIncome10
TaxesSchedule/Taxes/NetInvestmentIncome2103
TaxesSchedule/Taxes/NetInvestmentIncome3188
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0256160466
ReturnHeader/Filer/Name/BusinessNameLine10SCHAAL JOHN D-MEM
ReturnHeader/Filer/NameControl0SCHA
ReturnHeader/Filer/Phone07168425506
ReturnHeader/Filer/USAddress/AddressLine10ONE M T PLAZA 8TH FLOOR
ReturnHeader/Filer/USAddress/City0BUFFALO
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode014203
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-05-07
ReturnHeader/Officer/Name0M T TRUST COMPANY
ReturnHeader/Officer/Phone07168425506
ReturnHeader/Officer/Title0Asst. V.P.
ReturnHeader/Preparer/DatePrepared02013-05-07
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10THOMSON REUTERS (TAX & ACCOUNTING)
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine109711 FARRAR COURT SUITE 110
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0RICHMOND
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0VA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode023236
ReturnHeader/Preparer/Name0MICHELE L DORE EA
ReturnHeader/Preparer/Phone08047273150
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$656,012
Liabilities
$0
Net assets
$656,012
Revenue
-
Expenses
$52,324
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.91$0.00$7.91$0.61$0.55$0.07
2023Detailed filing. Detailed filing data is available for this year.$7.85$0.00$7.85$0.36$0.55$0.19
2022Detailed filing. Detailed filing data is available for this year.$8.04$0.00$8.04$0.43$0.38$0.06
2021Detailed filing. Detailed filing data is available for this year.$7.99$0.00$7.99$0.83$0.39$0.43
2020Detailed filing. Detailed filing data is available for this year.$7.56$0.00$7.56$0.33$0.56$0.23
2019Detailed filing. Detailed filing data is available for this year.$7.78$0.00$7.78$0.42$0.58$0.16
2018Detailed filing. Detailed filing data is available for this year.$7.94$0.00$7.94$0.70$0.63$0.07
2017Detailed filing. Detailed filing data is available for this year.$7.88$0.00$7.88$0.92$0.55$0.37
2016Detailed filing. Detailed filing data is available for this year.$7.51$0.00$7.51$0.86$0.58$0.29
2015Detailed filing. Detailed filing data is available for this year.$7.27$0.00$7.27$1.26$0.57$0.69
2014Detailed filing. Detailed filing data is available for this year.$6.54$0.00$6.54$0.79$0.56$0.23
2013Detailed filing. Detailed filing data is available for this year.$6.31$0.00$6.31$0.29$0.54$0.25
2012Detailed filing. Detailed filing data is available for this year.$6.56$0.00$6.56$0.52
2010Detailed filing. Detailed filing data is available for this year.$7.05$0.00$7.05$0.50