HOYT FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- HOYT FOUNDATION (EIN 25-6064468)
- Tax period
- 2022-11-01 to 2023-10-31
- Filed
- 2024-07-23
- IRS object ID
- 202422059349101102
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-07-23T14:37:41-05:00 | ReturnTs |
| Tax Period End | 2023-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341667340 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PACKER THOMAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6601 WESTFORD PLACE SUITE 101 | AddressLine1Txt |
| City | CANFIELD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44406 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 256064468 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOYT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOYT | BusinessNameControlTxt |
| Phone | 7246527470 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 788 | AddressLine1Txt |
| City | NEW CASTLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16103 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES Y MANSELL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7246527470 | PhoneNum |
| Signature | 2024-04-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHARLES | PersonFirstNm |
| Person Last | MANSELL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH GABRIEL CPA | PreparerPersonNm |
| PTIN | P00595382 | PTIN |
| Phone | 3305339777 | PhoneNum |
| Preparation | 2024-04-26 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $34,548,768 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $71 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $71 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $678,527 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $678,527 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,522,085 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $25,660,965 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,522,085 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $961,913 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $949,341 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,162,596 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,150,024 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $139,230 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $139,230 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $18,207 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $18,207 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $5,908 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $5,908 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $19,801 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $19,801 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,714 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $15,714 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $113,580 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $113,580 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $77,921 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11,021 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $143,433 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $143,433 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $4,233 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $4,233 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,876 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,876 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $87,391 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $70,837 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $16,554 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $629,294 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $338,871 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $223,523 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,391,477 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,391,477 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,020,771 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $338,871 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,615,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,141,825 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,811,153 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $290,140 | CashBOYAmt |
| Cash EOY | $216,281 | CashEOYAmt |
| Cash EOYFMV | $216,281 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,253,605 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $135,000 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $135,000 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $20,220,301 | CorporateStockBOYAmt |
| Corporate Stock EOY | $22,676,817 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $22,904,056 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,741,853 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,125,841 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,509,241 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,786,015 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,633,676 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,555,190 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $3,430,989 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,287,556 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,229,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $31,722,903 | TotalAssetsBOYAmt |
| Total Assets EOY | $34,075,171 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $34,548,768 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $31,722,903 | CapitalStockBOYAmt |
| Capital Stock EOY | $34,075,171 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $31,722,903 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $34,075,171 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $31,722,903 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $34,075,171 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $31,722,903 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,141,825 | ExcessRevenueOverExpensesAmt |
| Other Increases | $35,488 | OtherIncreasesAmt |
| Subtotal | $34,900,216 | SubtotalAmt |
| Other Decreases | $825,045 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $34,075,171 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES-SHORT TERM | P | $9,999,793 | $9,987,502 | $12,291 | $12,291 |
| PUBLICLY TRADED SECURITIES-LONG TERM | P | $14,662,302 | $12,151,378 | $2,510,924 | $2,510,924 |
| FUGIO PARTNERSHIPS NET SHORT TERM GAIN | P | $262 | $262 | $262 | |
| FUGIO PARTNERSHIPS NET LONG TERM GAIN | P | $176,954 | $176,954 | $176,954 | |
| CAPITAL GAINS DIVIDENDS | P | $821,654 | $821,654 | $821,654 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,522,085 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $66,875 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $66,875 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $66,875 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $48,797 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $18,786 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $67,583 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $708 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HOYTFOUNDATION.COM | WebsiteAddressTxt |
| Individual With Books | CHARLES Y MANSELL | IndividualWithBooksNm |
| Phone | 7246527470 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 N MERCER ST SUITE 532 | AddressLine1Txt |
| City | NEW CASTLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 161013791 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CHARLES Y MANSELL | ||||||||
| 14 N MERCER ST SUITE 532 | NEW CASTLE | PA | 16101 | PRESIDENT | 12.00 | $53,550 | $0 | $0 |
| STEPHEN R SANT | ||||||||
| 3540 MT HICKORY BLVD | HERMITAGE | PA | 16148 | DIRECTOR | 5.00 | $21,420 | $0 | $0 |
| STEVEN C WARNER | ||||||||
| 199 FAYETTE-NEW WILMINGTON RD | NEW WILMINGTON | PA | 16142 | DIRECTOR | 5.00 | $21,420 | $0 | $0 |
| FLOYD H MCELWAIN | ||||||||
| 504 MORNINGSTAR DR | ELLWOOD CITY | PA | 16117 | DIRECTOR | 5.00 | $21,420 | $0 | $0 |
| DEBRA A LYNCH | ||||||||
| 825 MORAVIA ST | NEW CASTLE | PA | 16101 | DIRECTOR | 5.00 | $21,420 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BNY MELLON | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BNY MELLON CENTER | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15258 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $113,580 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | AWARDED $287,513 IN POST-SECONDARY SCHOLARSHIPS TO OVER 100 PERSONS. RELATED ADMINISTRATIVE EXPENSES CONSISTED OF HONORARIUMS OF $2,500 EACH TO THE THREE MEMBERS OF THE SCHOLARSHIP COMMITTEE. | Description1Txt |
| Expenses1 | $295,013 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $32,112,982 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $803,671 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,229,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $36,145,653 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $36,145,653 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $542,185 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $35,603,468 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,780,173 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,780,173 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $66,875 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $2,063 | IncomeTaxAmt |
| Total Tax | $68,938 | TotalTaxAmt |
| Distributable Before Adj | $1,711,235 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,711,235 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,711,235 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,615,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,615,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,711,235 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $168,191 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,615,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $168,191 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,446,809 | 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 | $264,426 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JAIMIE KOPP | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 788 | AddressLine1Txt |
| City | NEW CASTLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7245351280 | RecipientPhoneNum |
| Form And Info And Materials | THE FOUNDATION HAS ITS OWN SCHOLARSHIP APPLICATION FORM WHICH IS AVAILABLE UPON REQUEST FROM THE FOUNDATION OFFICE. IN ADDITION TO PERSONAL AND DETAILED FINANCIAL INFORMATION, AN APPLICANT MUST ALSO PROVIDE AN INVOICE FROM THE EDUCATIONAL INSTITUTION, A RECENT TRANSCRIPT, AND A PERSONAL WRITTEN STATEMENT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SCHOLARSHIP DEADLINE IS THE THIRD FRIDAY OF AUGUST. | SubmissionDeadlinesTxt |
| Restrictions On Awards | LAWRENCE COUNTY, PENNSYLVANIA | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (159 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| HOLY SPIRIT PARISH | |||||||
| 1111 S CASCADE ST | NEW CASTLE | PA | 16101 | N/A | PC | FOOD PROGRAM | $10,000 |
| LAWRENCE COUNTY | |||||||
| 1001 EAST WASHINGTON ST | NEW CASTLE | PA | 16101 | N/A | PC | CO-PARENTING/TRUANCY | $2,475 |
| ST PAUL'S BAPTIST CHURCH | |||||||
| 616 W NORTH ST | NEW CASTLE | PA | 16101 | N/A | PC | WINDOW REPLACEMENT | $30,000 |
| NEW CASTLE CROSS COUNTRY BINGO | |||||||
| 134 N JEFFERSON ST | NEW CASTLE | PA | 16101 | N/A | PC | GENERAL SUPPORT | $200 |
| LAWRENCE COUNTY HISTORICAL SOCIETY | |||||||
| 408 N JEFFERSON ST | NEW CASTLE | PA | 16101 | N/A | PC | GENERAL SUPPORT | $1,000 |
| LAWRENCE COUNTY REGIONAL CHAMBER | |||||||
| 325 E WASHINGTON ST | NEW CASTLE | PA | 16101 | N/A | PC | GENERAL SUPPORT | $2,000 |
| LIVE NEW WILMINGTON | |||||||
| 435 S NEW CASTLE ST | NEW WILMINGTON | PA | 16142 | N/A | PC | GENERAL SUPPORT | $1,600 |
| F D CAMPBELL MEMORIAL LIBRARY | |||||||
| 209 HILLSVILLE RD | BESSEMER | PA | 16112 | N/A | PC | GENERAL SUPPORT | $15,000 |
| COMMUNITY FOUNDATION OF WESTERN PA & EASTERN OHIO | |||||||
| 7 WEST STATE STREET STE 301 | SHARON | PA | 16146 | N/A | PC | MARTI PARK | $35,000 |
| FIRST BAPTIST CHURCH | |||||||
| 984 W MAITLAND LN | NEW CASTLE | PA | 16105 | N/A | PC | GENERAL SUPPORT | $500 |
| RIV-ELL-2233 | |||||||
| 318 COUNTRY CLUB DR | ELLWOOD CITY | PA | 16117 | N/A | PC | GENERAL SUPPORT | $16,000 |
| LAWRENCE COUNTY ECONOMIC DEVELOPMENT CORP | |||||||
| 325 E WASHINGTON ST | NEW CASTLE | PA | 16101 | N/A | PC | GENERAL SUPPORT | $150,000 |
| CRISIS SHELTER OF LAWRENCE COUNTY | |||||||
| 1218 W STATE ST | NEW CASTLE | PA | 16101 | N/A | PC | GENERAL SUPPORT | $100,000 |
| WESTMINISTER COLLEGE | |||||||
| 319 S MARKET ST | NEW WILMINGTON | PA | 16172 | N/A | PC | GENERAL SUPPORT | $9,000 |
| MARINE CORPS LEAGUE DETACHMENT 788 | |||||||
| 101 NOBLE BLVD | CARLISLE | PA | 17013 | N/A | PC | GENERAL SUPPORT | $3,000 |
| MAPLE TREE CANCER ALLIANCE | |||||||
| 3410 WILMINGTON RD | NEW CASTLE | PA | 16105 | N/A | PC | GENERAL SUPPORT | $7,000 |
| LARK ENTERPRISES | |||||||
| 2665 ELLWOOD RD | NEW CASTLE | PA | 16101 | N/A | PC | GENERAL SUPPORT | $97,141 |
| COMMUNITY FOUNDATION OF WESTERN PA & EASTERN OHIO | |||||||
| 984 W MAITLAND LN | NEW CASTLE | PA | 16105 | N/A | PC | BACKPACKS | $40,000 |
| EASTBROOK MISSION BARN | |||||||
| 226 CHURCH LN | NEW CASTLE | PA | 16105 | N/A | PC | GENERAL SUPPORT | $10,000 |
| WASD OURSHOP STORE | |||||||
| 1425 SELL ROAD | POTTSTOWN | PA | 19464 | N/A | PC | GENERAL SUPPORT | $1,000 |
| ELLWOOD CITY COMMUNITY ENRICHMENT | |||||||
| 524 LAWRENCE AVE | ELLWOOD CITY | PA | 16117 | N/A | PC | GENERAL SUPPORT | $7,000 |
| KIDS QUEST INC | |||||||
| 77 WIND CREEK BLVD | BETHLEHEM | PA | 18015 | N/A | PC | GENERAL SUPPORT | $7,500 |
| HOLY SPIRIT PARISH | |||||||
| 117 N BEAVER STREET | NEW CASTLE | PA | 16101 | N/A | PC | GENERAL SUPPORT | $28,000 |
| LAWRENCE COUNTY YMCA | |||||||
| 20 W WASHINGTON ST | NEW CASTLE | PA | 16101 | N/A | PC | GENERAL SUPPORT | $28,098 |
| NEW CASTLE PUBLIC LIBRARY | |||||||
| 207 E NORTH ST | NEW CASTLE | PA | 16101 | N/A | PC | GENERAL SUPPORT | $50,000 |
| UPMC HORIZON COMMUNITY HEALTH FOUNDATION | |||||||
| 2200 MEMORIAL DR | FARRELL | PA | 16121 | N/A | PC | GENERAL SUPPORT | $100,000 |
| AMERICAN LEGION POST 343 | |||||||
| 134 N JEFFERSON ST | NEW CASTLE | PA | 16101 | N/A | PC | GENERAL SUPPORT | $8,000 |
| AARON ADAMO | |||||||
| 207 2ND ST | NEW CASTLE | PA | 16102 | N/A | I | COLLEGE SCHOLARSHIP | $1,056 |
| ABIGAIL MILTON | |||||||
| 215 SUMNER AVE | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $2,500 |
| ALEX SUBER | |||||||
| 120 LEON DR | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $4,300 |
| ALEXIS BETHLE | |||||||
| 515 E CLEN MOORE BLVD | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $1,625 |
| ALEXIS BUKOWSKI | |||||||
| 616 SMILEY ST | ELLWOOD CITY | PA | 16063 | N/A | I | COLLEGE SCHOLARSHIP | $2,500 |
| AMANDA STASTNY | |||||||
| 521 CENTER ST | SLIPPERY ROCK | PA | 16057 | N/A | I | COLLEGE SCHOLARSHIP | $5,750 |
| AMARIAH MORGENSTERN | |||||||
| 189 JAMES STREET | NEW WILMINGTON | PA | 16142 | N/A | I | COLLEGE SCHOLARSHIP | $2,500 |
| AMELIA POPE | |||||||
| 2212 N MERCER STREET | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $750 |
| AMERICAN RED CROSS | |||||||
| 431 18TH STREET NW | WASHINGTON | DC | 20006 | N/A | PC | GENERAL SUPPORT | $1,500 |
| AMERICANS FOR THE COMPETITIVE ENTERPRISE SYSTEMS INC | |||||||
| 1001 STATE ST 310 | ERIE | PA | 16501 | N/A | PC | GENERAL SUPPORT | $5,000 |
| ANDREW PALMER | |||||||
| 594 WURTEMBURG ROAD | ELLWOOD CITY | PA | 16117 | N/A | I | COLLEGE SCHOLARSHIP | $2,925 |
| ANGELO PERROTTA | |||||||
| 1020 ADAMS STREET | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $5,250 |
| ANNA WILLIAMS | |||||||
| 2746 STATE ROUTE 956 | VOLANT | PA | 16156 | N/A | I | COLLEGE SCHOLARSHIP | $2,925 |
| ANTHONY LITRENTA | |||||||
| 214 E EDGEWOOD AVENUE | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $1,398 |
| ARYN AYALA | |||||||
| 930 MARYLAND AVENUE | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $3,000 |
| ASIA MORGENSTERN | |||||||
| 189 JAMES STREET | NEW WILMINGTON | PA | 16142 | N/A | I | COLLEGE SCHOLARSHIP | $1,600 |
| AUSTIN KELLY | |||||||
| 511 HAUS AVENUE | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $4,300 |
| BENJAMIN NEWTON | |||||||
| 229 E EUCLID AVE | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $750 |
| BRADON NILES | |||||||
| 806 BARBRA LANE | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $5,250 |
| BROGAN STREIT | |||||||
| 924 BRIDGE STREET | ELLWOOD CITY | PA | 16117 | N/A | I | COLLEGE SCHOLARSHIP | $2,500 |
| COMMUNITY FOUNDATION OF WESTERN PA & EASTERN OHIO | |||||||
| 7 WEST STATE STREET STE 301 | SHARON | PA | 16146 | N/A | PC | GENERAL SUPPORT | $30,000 |
| DANIEL MINEOK | |||||||
| 118 E EUCLID AVENUE | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $2,925 |
| DAVID KRULL | |||||||
| 136 E WALLACE AVENUE | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $1,549 |
| DEAN ALSTON-CLARK | |||||||
| 205 S SCOTLAND LANE | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $5,650 |
| ETHAN SUSEN | |||||||
| 1344 HIGH HILL RD | PULASKI | PA | 16143 | N/A | I | COLLEGE SCHOLARSHIP | $3,800 |
| FIRST PRESBYTERIAN CHURCH | |||||||
| 125 N JEFFERSON ST | NEW CASTLE | PA | 16101 | N/A | PC | GENERAL SUPPORT | $5,000 |
| GABRIELLE LEGO | |||||||
| 133 FAYETTE NESHANNOCK FALLS ROAD | VOLANT | PA | 16156 | N/A | I | COLLEGE SCHOLARSHIP | $2,925 |
| GAVYN HANSOTTE | |||||||
| 117 EAST FAIRMONT AVE | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $3,800 |
| GUSSIE M WALKER COMMUNITY OUTREACH ORGANIZATION INC | |||||||
| 1207 MORAVIA ST | NEW CASTLE | PA | 16101 | N/A | PC | GENERAL SUPPORT | $50,000 |
| HUNTER ROZZI | |||||||
| 102 WILSON ROAD | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $373 |
| JACOB SIZER | |||||||
| 1409 ALBERT STREET | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $1,650 |
| JACOB VITALE | |||||||
| 2106 CAMDEN AVE | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $3,800 |
| JAY COREY | |||||||
| 2964 MELVIN DRIVE | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $4,050 |
| JENNIFER LUTTON | |||||||
| 520 HAUS AVE | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $2,050 |
| JENSEN MILLER | |||||||
| 4612 MATTHEWS ROAD | EDINBURG | PA | 16116 | N/A | I | COLLEGE SCHOLARSHIP | $5,500 |
| JONATHAN SIBETO | |||||||
| 903 W CLAYTON STREET | NEW CASTLE | PA | 16102 | N/A | I | COLLEGE SCHOLARSHIP | $3,000 |
| JOSHUA URBAN | |||||||
| 301 FRAZIER DRIVE | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $4,300 |
| KATE SILHANEK | |||||||
| 3951 W MAIN STREET PO BOX 244 | HILLSVILLE | PA | 16132 | N/A | I | COLLEGE SCHOLARSHIP | $2,500 |
| KATELYN PETERSON | |||||||
| 1905 JACKSON AVENUE | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $2,925 |
| KAYLA SERVICK | |||||||
| 2122 CHEWTON WURTEMBURG ROAD | WAMPUM | PA | 16157 | N/A | I | COLLEGE SCHOLARSHIP | $1,625 |
| KELLYANNE CONTI | |||||||
| 107 E NORTHVIEW AVENUE | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $4,500 |
| KIERA CARTWRIGHT | |||||||
| 4678 NEW CASTLE RD | NEW WILMINGTON | PA | 16142 | N/A | I | COLLEGE SCHOLARSHIP | $2,925 |
| LACEY SALOMON | |||||||
| 9 LILAC ROAD | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $4,875 |
| LAWRENCE COUNTY (DRUG TREATMENT COURT) | |||||||
| 430 COURT STREET | NEW CASTLE | PA | 16101 | N/A | PC | GENERAL SUPPORT | $5,000 |
| LAWRENCE COUNTY REGIONAL CHAMBER | |||||||
| 325 EAST WASHINGTON STREET | NEW CASTLE | PA | 16101 | N/A | PC | GENERAL SUPPORT | $50,000 |
| LAWRENCE COUNTY YMCA | |||||||
| 20 W WASHINGTON ST | NEW CASTLE | PA | 16101 | N/A | PC | YOUTH CAMP | $1,000 |
| LAWRENCE COUNTY YOUNG GUNS | |||||||
| 2403 WOODLAND HILLS DRIVE | NEW CASTLE | PA | 16101 | N/A | PC | GENERAL SUPPORT | $5,000 |
| LUCIA LOMBARDO | |||||||
| 1838 EASTBROOK ROAD | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $2,925 |
| MADISON CONLEY | |||||||
| 910 LORAINE AVENUE | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $1,625 |
| MASON MANOS | |||||||
| 462 SANKEY LANE | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $1,778 |
| MCKENZIE POWERS | |||||||
| 1710 HIGHLAND AVE | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $3,800 |
| MEGAN PARK | |||||||
| 1012 SHAFFER ROAD | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $3,000 |
| MIA LOMBARDO | |||||||
| 1838 EASTBROOK ROAD | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $2,925 |
| MICHAEL KNIS | |||||||
| 3254 GREENTREE CIRCLE | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $1,050 |
| MICHAEL MASS | |||||||
| 418 E LEASURE AVENUE | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $1,625 |
| MONTANA PASTORE | |||||||
| PO BOX 417 | WEST PITTSBURG | PA | 16160 | N/A | I | COLLEGE SCHOLARSHIP | $5,750 |
| MORAINE TRAILS COUNCILS | |||||||
| 830 MORTON AVE | BUTLER | PA | 16001 | N/A | PC | GENERAL SUPPORT | $1,000 |
| MORGAN ALLWINE | |||||||
| 114 CAYUGA ST | NEW CASTLE | PA | 16102 | N/A | I | COLLEGE SCHOLARSHIP | $2,500 |
| MORGAN DAILY | |||||||
| 820 VOGAN STREET | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $3,250 |
| NATALIA GRECO | |||||||
| 529 HAZEL AVENUE | ELLWOOD CITY | PA | 16117 | N/A | I | COLLEGE SCHOLARSHIP | $2,500 |
| NEW VISIONS FOR NEW CASTLE | |||||||
| P O BOX 5095 | NEW CASTLE | PA | 16105 | N/A | PC | GENERAL SUPPORT | $1,500 |
| NEW WILMINGTON EDCOM | |||||||
| 126 N NEW CASTLE ST | NEW WILMINGTON | PA | 16142 | N/A | PC | DOWNTOWN REDEVELOPMENT | $60,000 |
| NEW WILMINGTON PRESBYTERIAN CHURCH | |||||||
| 229 S MARKET ST | NEW WILMINGTON | PA | 16142 | N/A | PC | GENERAL SUPPORT | $4,050 |
| NEW WILMINGTON ROTARY CLUB | |||||||
| RTE 208 RTE 18 | NEW WILMINGTON | PA | 16142 | N/A | PC | GENERAL SUPPORT | $100 |
| NICHOLAS VITALE | |||||||
| 101 GREGOR LANE | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $5,250 |
| NICOLETTA DONOFRIO | |||||||
| 1014 WARREN AVENUE | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $1,250 |
| NOAH HALL | |||||||
| 125 E GARFIELD AVENUE | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $2,675 |
| OLIVIA CWYNAR | |||||||
| 129 PRESNAR DR | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $2,925 |
| OLIVIA LOMBARDO | |||||||
| 1838 EASTBROOK ROAD | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $1,625 |
| PAYDON GREATHOUSE | |||||||
| 206 E EUCLID AVENUE | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $5,750 |
| PEYTON GREEN | |||||||
| 121 E LEASURE AVENUE | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $1,625 |
| RACHAEL GENNOCK | |||||||
| 1008 ROSE AVENUE | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $2,750 |
| RACHEL LYDEN | |||||||
| 115 E SHERIDAN AVENUE | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $2,500 |
| RACHEL ZONA | |||||||
| 515 NORWOOD AVENUE | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $900 |
| RENA SHAFFER | |||||||
| 704 GARDNER CENTER ROAD | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $5,750 |
| RILEY POWERS | |||||||
| 1710 HIGHLAND AVE | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $4,050 |
| ROCCO AVENA | |||||||
| 1428 HARLANSBURG ROAD | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $4,300 |
| RYAN ONESTAK | |||||||
| 3223 HIGH HILL ROAD | WEST MIDDLESEX | PA | 16159 | N/A | I | COLLEGE SCHOLARSHIP | $1,300 |
| RYAN POPOVICH | |||||||
| 4393 HILLSVILLE ROAD | PULASKI | PA | 16143 | N/A | I | COLLEGE SCHOLARSHIP | $2,050 |
| SAMANTHA HUSTON | |||||||
| 535 WEST POLAND ROAD | BESSEMER | PA | 16112 | N/A | I | COLLEGE SCHOLARSHIP | $1,625 |
| SAMUEL BALL | |||||||
| 692 W MAITLAND LANE | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $2,500 |
| SAMUEL LYDEN | |||||||
| 115 E SHERIDAN AVENUE | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $3,000 |
| SAVANNA TERRACIO | |||||||
| 110 E WALLACE AVENUE | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $1,625 |
| SHAE-LYNN QUINN | |||||||
| 38 PEARLWOOD STREET | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $2,750 |
| SHAWN REDMOND | |||||||
| 805 FREW ROAD | ELLWOOD CITY | PA | 16117 | N/A | I | COLLEGE SCHOLARSHIP | $2,050 |
| SHOP WITH A COP | |||||||
| 303 E NORTH ST | NEW CASTLE | PA | 16101 | N/A | PC | GENERAL SUPPORT | $2,500 |
| SOPHIA RAPONE | |||||||
| 137 E LEASURE AVENUE | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $1,625 |
| SPECIAL OLYMPICS | |||||||
| 1027 N CROTON AVE | NEW CASTLE | PA | 16101 | N/A | PC | GENERAL SUPPORT | $5,000 |
| UNITED WAY OF LAWRENCE COUNTY | |||||||
| 223 N MERCER ST | NEW CASTLE | PA | 16101 | N/A | PC | GENERAL SUPPORT | $300 |
| WESTERN PENNSYLVANIA FOUNDATION FOR THE ARTS | |||||||
| 300 JAMES ST | VERONA | PA | 15147 | N/A | PC | GENERAL SUPPORT | $110,000 |
| ZION BUNNEY | |||||||
| 807 CALIFORNIA AVENUE | ELLWOOD CITY | PA | 16117 | N/A | I | COLLEGE SCHOLARSHIP | $2,500 |
| ZOEY ONDAKO | |||||||
| 212 SUMNER AVE | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $4,375 |
| NEW VISIONS FOR NEW CASTLE | |||||||
| P O BOX 5095 | NEW CASTLE | PA | 16105 | N/A | PC | GENERAL SUPPORT | $7,500 |
| CHRISTIAN GOLUB | |||||||
| 118 NESHANNOCK TRAILS DRIVE | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $2,284 |
| AARON NOVAD | |||||||
| 131 KNOLL DRIVE | NEW CASTLE | PA | 16102 | N/A | I | COLLEGE SCHOLARSHIP | $2,750 |
| CRESCENZO CALABRIA | |||||||
| 2842 ELLWOOD RD | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $2,050 |
| REESE ZIMMERMAN | |||||||
| 144 NESHANNOCK DRIVE | NEW CASTLE | PA | 16105 | N/A | I | COLLETE SCHOLARSHIP | $750 |
| DANIELLE BAIN | |||||||
| 139 PITTS STREET | WAMPUM | PA | 16157 | N/A | I | COLLEGE SCHOLARSHIP | $1,300 |
| EMILY BROWN | |||||||
| 207 SUMMER AVENUE | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $1,300 |
| ALEXANDRA BUKOWSKI | |||||||
| 616 SMILEY ST | ELLWOOD CITY | PA | 16063 | N/A | I | COLLEGE SCHOLARSHIP | $2,750 |
| FAITH BURICK | |||||||
| 221 E FAIRMONT AVENUE | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $1,300 |
| MACKENZIE CONLEY | |||||||
| 910 LORAINE AVENUE | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $1,300 |
| MADDOX CONLEY | |||||||
| 910 LORAINE AVENUE | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $1,300 |
| KELLYANNE CONLEY | |||||||
| 910 LORAINE AVENUE | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $2,750 |
| ISABELLA CWYNAR | |||||||
| 129 PRESNAR DR | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $1,300 |
| RONALD DEMASE | |||||||
| 28 MEADOWBROOK DRIVE | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $1,300 |
| KATIE DIMUCCIO | |||||||
| 408 E MAITLAND LANE | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $1,300 |
| NEENA FLORA | |||||||
| 1605 DELAWARE AVENUE | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $2,750 |
| MADYLIN GALBREATH | |||||||
| 419 WOOD STREET | ELLWOOD CITY | PA | 16117 | N/A | I | COLLEGE SCHOLARSHIP | $2,750 |
| CALEB GILMORE | |||||||
| 1557 STOUGHTON ROAD | SLIPPERY ROCK | PA | 16057 | N/A | I | COLLEGE SCHOLARSHIP | $900 |
| HAILEY GONZALES | |||||||
| 224 E HILLCREST AVENUE | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $1,300 |
| MAKENNA HAMILTON | |||||||
| 708 CALIFORNIA AVENUE | ELLWOOD CITY | PA | 16117 | N/A | I | COLLEGE SCHOLARSHIP | $1,300 |
| DAVID HEABERLIN | |||||||
| 605 FORDING ROAD | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $2,750 |
| IAN HERR | |||||||
| 1992 OLD STATE ROAD | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $1,300 |
| CLARA HUDSON | |||||||
| 377 OLD YOUNGSTOWN ROAD | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $1,300 |
| PARKER JENDRYSIK | |||||||
| 104 CROACH BOULEVARD | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $1,300 |
| RYAH JENKINS | |||||||
| 1032 WILSON DRIVE EXT | WAMPUM | PA | 16157 | N/A | I | COLLEGE SCHOLARSHIP | $900 |
| RACHEL LEGO | |||||||
| 133 FAYETTE NESHANNOCK FALLS ROAD | VOLANT | PA | 16156 | N/A | I | COLLEGE SCHOLARSHIP | $1,300 |
| LANE MADRAS | |||||||
| 1910 JACKSON AVENUE | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $2,750 |
| DOMENCIK NATALE | |||||||
| 416 NORWOOD AVENUE | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $900 |
| LANDREE NOVIELLO | |||||||
| 144 SHENANGO ROAD | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $2,750 |
| NEVADA PACIFICO | |||||||
| 225 TALL MAPLES DRIVE | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $2,750 |
| LUCY PALMER | |||||||
| 594 WURTEMBURG ROAD | ELLWOOD CITY | PA | 16117 | N/A | I | COLLEGE SCHOLARSHIP | $2,750 |
| GAVIN PETRONE | |||||||
| 511 NORTH CASCADE STREET | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $2,750 |
| MORGAN PIATT | |||||||
| 220 SOUTH WAYNE STREET | NEW CASTLE | PA | 16102 | N/A | I | COLLEGE SCHOLARSHIP | $2,750 |
| KENNETH RITTER | |||||||
| 1902 GRACELAND ROAD | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $2,750 |
| AILKA SAMORA | |||||||
| 930 BECKFORD STREET | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $1,300 |
| TEASIA STEWART | |||||||
| 912 MCCLEARY AVENUE | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $2,750 |
| NICHOLAS TORSELLO | |||||||
| 518 W CHERRY STREET | NEW CASTLE | PA | 16102 | N/A | I | COLLEGE SCHOLARSHIP | $2,750 |
| EZRIANA WILLIAMS | |||||||
| 1503 PENNSYLVANIA AVENUE | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $1,300 |
| BRYCE WOOD | |||||||
| 811 HIGH STREET | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $1,300 |
| KYLA SERVICK | |||||||
| 2122 CHEWTON WURTEMBURG ROAD | WAMPUM | PA | 16157 | N/A | I | COLLEGE SCHOLARSHIP | $1,300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,391,477 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $71 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $678,527 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $10,822 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 16 | ExclusionCd |
| Exclusion | $951,091 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,522,085 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $10,822 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,151,774 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,162,596 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $15,714 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15,714 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME SECURITIES - DETAIL AVAILABLE UPON REQUEST | BondNm |
| EOY Book Value | $6,125,841 | EOYBookValueAmt |
| EOYFMV | $5,509,241 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES - DETAIL AVAILABLE UPON REQUEST | StockNm |
| EOY Book Value | $22,676,817 | EOYBookValueAmt |
| EOYFMV | $22,904,056 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ALTERNATIVE INVESTMENTS - DETAIL AVAILABLE UPON REQUEST | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,633,676 | BookValueAmt |
| EOYFMV | $2,555,190 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $19,801 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $19,801 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OIL & GAS LEASES | Desc |
| BOY Book Value | $3,430,989 | BOYBookValueAmt |
| EOY Book Value | $3,287,556 | EOYBookValueAmt |
| EOYFMV | $3,229,000 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ADJUSTMENT FOR BOOK-TO-TAX DIFFERENCES IN CAPITAL GAINS | $710,720 |
| ADJUSTMENT FOR BOOK-TO-TAX DIFFERENCES IN FUGIO PARTNERSHIPS | $114,325 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISCELLANEOUS EXPENSE | $1,351 | $0 | $1,351 |
| LIABILITY INSURANCE | $3,711 | $0 | $3,711 |
| SCHOLARSHIP COMMITTEE HONORARIUMS | $7,500 | $0 | $7,500 |
| PARTNERSHIP DEDUCTIONS | $70,837 | $70,837 | $0 |
| OFFICE EXPENSE | $3,992 | $0 | $3,992 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ROYALTY INCOME | $956,220 | $956,220 | $956,220 |
| UNRELATED BUSINESS INCOME NOT INCLUDED IN INVESTMENT INCOME | $0 | -$10,822 | $0 |
| PARTNERSHIP ACTIVITIES | $3,943 | $3,943 | $3,943 |
| RETURNED SCHOLARSHIPS | $1,750 | $0 | $1,750 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT FOR OTHER BOOK-TO-TAX AND TIMING DIFFERENCES | Desc |
| Amt | $35,488 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $113,580 | Amt |
| Net Investment Income | $113,580 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES WITHHELD | $10,997 | $10,997 | $0 |
| FOREIGN TAXES WITHHELD (PARTNERSHIPS) | $24 | $24 | $0 |
| FEDERAL EXCISE TAX ESTIMATED PAYMENTS | $48,797 | $0 | $0 |
| FEDERAL EXCISE TAX BALANCE DUE ON PRIOR YEAR RETURN | $18,103 | $0 | $0 |