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NORTHWEST CHARITABLE FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
NORTHWEST CHARITABLE FOUNDATION (EIN 27-1403629)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-10-30
IRS object ID
202443049349100019
Schema version
2023v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-10-30T11:26:13-04:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN473317888PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HAINES & COMPANYBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1312 MARKET ST PO BOX 767AddressLine1Txt
CityWARRENCityNm
State AbbreviationPAStateAbbreviationCd
ZIP16365ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN271403629EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NORTHWEST CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlNORTBusinessNameControlTxt
Phone8147287260PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1100 LIBERTY STREETAddressLine1Txt
CityWARRENCityNm
State AbbreviationPAStateAbbreviationCd
ZIP16365ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLOUIS J TORCHIOPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8147287260PhoneNum
Signature2024-10-17SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRUCE A GOULD CPAPreparerPersonNm
PTINP01453175PTIN
Phone8147237741PhoneNum
Preparation2024-10-17PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$16,879,673FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$222InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$222InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,056,180DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,056,180DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$1,714NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$439,961GrossSalesPriceAmt
Total Rev And Expnss$1,054,688TotalRevAndExpnssAmt
Total Net Invst Incm$1,056,402TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,849AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,849AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$16,030OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$16,030OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$9,603TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$203TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$27,482TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$17,879TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$203TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$991,481ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$991,481ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,018,963TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$17,879TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$991,684TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$35,725ExcessRevenueOverExpensesAmt
Net Investment Income$1,038,523NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$13,659SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$10,948SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$10,948SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$12,775,650CorporateStockBOYAmt
Corporate Stock EOY$12,775,650CorporateStockEOYAmt
Corporate Stock EOYFMV$15,944,011CorporateStockEOYFMVAmt
Other Investments BOY$883,553OtherInvestmentsBOYAmt
Other Investments EOY$921,989OtherInvestmentsEOYAmt
Other Investments EOYFMV$924,714OtherInvestmentsEOYFMVAmt
Total Assets BOY$13,672,862TotalAssetsBOYAmt
Total Assets EOY$13,708,587TotalAssetsEOYAmt
Total Assets EOYFMV$16,879,673TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$13,672,862NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$13,708,587NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$13,672,862TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$13,708,587TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$13,672,862TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$13,708,587TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$13,672,862TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$35,725ExcessRevenueOverExpensesAmt
Subtotal$13,708,587SubtotalAmt
Tot Net Ast Or Fund Balances EOY$13,708,587TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$439,961GrossSalesPriceAmt
Cost Or Other Basis$441,675CostOrOtherBasisAmt
Gain Or Loss-$1,714GainOrLossAmt
Gains Minus Excess Or Losses-$1,714GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$1,714CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$14,435InvestmentIncomeExciseTaxAmt
Subtotal$14,435SubtotalAmt
Tax Based On Investment Income$14,435TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$13,292EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$5,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$18,292TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$3,857OverpaymentAmt
Applied To ES Tax$3,857AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksT KAY EADIEIndividualWithBooksNm
Phone8147287260PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1100 LIBERTY STREETAddressLine1Txt
CityWARRENCityNm
State AbbreviationPAStateAbbreviationCd
ZIP16365ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
TIM FANNIN
100 LIBERTY STREETWARRENPA16365DIRECTOR000.00$0$0$0
JOHN P MEEGAN
100 LIBERTY STREETWARRENPA16365DIRECTOR000.00$0$0$0
LOUIS J TORCHIO
100 LIBERTY STREETWARRENPA16365PRESIDENT000.00$0$0$0
WILLIAM W HARVEY JR
100 LIBERTY STREETWARRENPA16365TREASURER000.00$0$0$0
T KAY EADIE
100 LIBERTY STREETWARRENPA16365SECRETARY000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$15,860,789AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$303,064AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$16,163,853TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$16,163,853AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$242,458CashDeemedCharitableAmt
Net Vl Noncharitable Assets$15,921,395NetVlNoncharitableAssetsAmt
Minimum Investment Return$796,070MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$796,070MinimumInvestmentReturnAmt
Tax Based On Investment Income$14,435TaxBasedOnInvestmentIncomeAmt
Total Tax$14,435TotalTaxAmt
Distributable Before Adj$781,635DistributableBeforeAdjAmt
Distributable Before Ded$781,635DistributableBeforeDedAmt
Distributable As Adjusted$781,635DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$991,684ExpensesAndContributionsAmt
Qualifying Distributions$991,684QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$781,635DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$109,603ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$62,265ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$399,601ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$93,028ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$126,625ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$791,122TotalExcessDistributionCyovAmt
Qualifying Distributions$991,684QualifyingDistributionsAmt
Applied To Current Year$781,635AppliedToCurrentYearAmt
Remaining Distri From Corpus$210,049RemainingDistriFromCorpusAmt
Total Corpus$1,001,171TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$109,603ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$891,568ExcessDistriCyovToNextYrAmt
Excess From Year4$62,265ExcessFromYear4Amt
Excess From Year3$399,601ExcessFromYear3Amt
Excess From Year2$93,028ExcessFromYear2Amt
Excess From Year1$126,625ExcessFromYear1Amt
Excess From Current Year$210,049ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (164 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
43 NORTH BPC INC
1 SENECA TOWER FL 24BUFFALONY14203PC43NORTH FINALS SPONSORSHIP$2,500
8TWELVE COALITION
1424 S HOYT AVEMUNCIEIN47302PCANNUAL SCHOLARSHIP LUNCHEON$1,500
ALLEGHENY HEALTH NETWORK
4818 LIBERTY AVENUEPITTSBURGHPA15224PCPROGRAM FUNDING$12,000
ALLIES FOR CHILDREN
10 CHILDRENS WAYPITTSBURGHPA15212PCWIC ACTIVITY FUNDING$10,000
AMERICAN CANCER SOCIETY
206 WALKER AVENUEWARRENPA16365PCDISCOVERY BALL SPONSORSHIP$7,500
ARTS SERVICES ASI
2495 MAIN ST SUITE 401BUFFALONY14214PCLAWYERS FOR THE ARTS 2023$3,500
BELLEFONTE LACROSSE ASSOCIATION
84 LANDON DRIVEBELLEFONTEPA16823PCPROGRAM SUPPORT$3,000
BELMONT HOUSING FINANCIAL EDUCATION
2393 MAIN STBUFFALONY14214PCJEFFERSON STREET PROJECT$18,000
BEN FRANKLIN TECHNOLOGY PARTNERS
4801 SOUTH BROAD ST SUIPHILADELPHIAPA19112PCBIG IDEAS CONTEST SPONSORSHIP$10,000
BIG 30 CHARITIES CLASSIC
PO BOX 82BRADFORDPA16701PCSPONSORSHIP$6,000
BIG BROTHERS BIG SISTERS OF GREATE
5989 CENTRE AVE 1PITTSBURGHPA15206PCTHE BIG BASH 2023 SPONSORSHIP$5,000
BIG BROTHERS BIG SISTERS CENTRAL IN
1433 N MERIDIAN STINDIANAPOLISIN46202PCTHE MAIN EVENT APEX SPONSORSHIP$5,000
BISHOP SHEEN HOUSING FOUNDATION IN
150 FRENCH ROADROCHESTERNY14618PCPORT GALA TAILGATE SPONSORSHIP$1,500
BISON FUND
284 DELAWARE AVEBUFFALONY14202PCANNUAL CELEBRATIN LUNCHEON SPONSORSH$2,500
BLESSING HOUSE
5440 GROVE AVELORAINOH44055PCPROGRAM FUNDING$1,000
BOTTLE WORKS
413 3RD AVEJOHNSTOWNPA15906PCYOUTH EDUCATION PROGRAM FUNDING$3,000
BOYS AND GIRLS CLUB BUFFALO
282 BABCOCK STREETBUFFALONY14210PCINSPIRING GREAT FUTURE CONCERT AND D$5,000
BOYS AND GIRLS CLUB OF FORT WAYNE
2301 FAIRFIELD AVEFORT WAYNEIN46807PCBATTERS BIDDERS AND GREAT FUTURES GA$4,000
BRADFOR AREA PUBLIC LIBRARY
67 W WASHINGTON STBRADFORDPA16701PCCELEBRATION OF LIBRARY HEROES SPONSO$500
BRADFORD EDUCATIONAL FOUNDATION
300 CAMPUS DRIVEBRADFORDPA16701PCBUILDING DONATION$40,000
BUFFALO NIAGARA PARTNERSHIP
257 WEST GENESEE STBUFFALONY14203PCMEMBERSHIP AND SPONSORSHIP FUNDING$7,500
BUFFALO URBAN LEAGUE
15 GENESSE STBUFFALONY14203PCANNUAL GALA SPONSORSHIP$25,000
CAMERON COUNTY COMMUNITY CHEST
PO BOX 135EMPORIUMPA15834PCANNUAL CAMPAIGN CONTRIBUTION$2,500
CAPSEA
28 MORGAN AVERIDGWAYPA15853PCSTRUCTURAL BUILDING RENOVATIONS$2,500
CENTRE COUNTY FIRE COMPANY
207 N PENNSYLVANIA AVECENTRE HALLPA16828PCOPERATING EXPENSES 3 OF 3$4,000
CHRISTIAN MINISTRIES OF DELAWARE CO
401 E MAIN STMUNCIEIN47305PCHANDS UP GALA SPONSORSHIP$500
CITY MISSION EVANGELICAL CHURCHES E
1023 FRENCH STREETERIEPA16501PCPROGRAM FUNDING$2,508
CITY OF FRANKLIN
430 13TH STREETFRANKLINPA16323PCSMALL BUSINESS JUMPSTART ENTREPRENEU$1,000
CLEARFIELD AREA UNITED WAY
18 N 2ND ST 4CLEARFIELDPA16830PCANNUAL CAMPAIGN SUPPORT$1,000
COMMONWEALTH CHARITABLE MANAGEMENT
270 LAKE AVEMONTROSEPA18801PCENGAGE - INDIANA$58,301
COMMUNITY ACTION PARTNERSHIP
75 S DOCK STSHARONPA16146PCEARLY LEARNING MEAL INITIATIVE FUNDI$4,000
COMMUNITY BLOOD BANK
2646 PEACH STERIEPA16508PCDONOR APPRECIATION DAY SPONSORSHIP$2,000
COMMUNITY FOUNDATION OF GREATER BUF
726 EXCHANGE STREETBUFFALONY14210PCEAST SIDE CORRIDOR ECONOMIC DEVELOPM$20,000
COMMUNITY FOUNDATION OF WARREN COUN
310 2ND AVEWARRENPA16365PC2023 WARREN GIVES$15,000
COMMUNITY MISSIONS
1570 BUFFALO AVENIAGARA FALLSNY14303PCANNUAL SWEETHEART DINNER SPONSORSHIP$5,000
CORRY AREA UNITED FUND
221 N CENTER ST ROOM 101CORRYPA16407PCANNUAL CAMPAIGN FUNDING$541
CREATE A HEALTHIER NIAGARA FALLS CO
1702 PINE AVENUE SUITE 10NIAGARA FALLSNY14301PCPHYSICAL ACTIVITIES EVENTS SPONSORSH$2,500
CROSS COMMUNITY INC
555 GRAND AVE UNIT 7735EWINGNJ08628PCPROGRAM FUNDING$3,000
CROSSROADS UNITED WAY
601 COUNTY RD 17ELKHARTIN46516PC2023 GREAT CARDBOARD BOAT RACE SPONS$3,000
CURWENSVILLE AREA SCHOOL DIST
650 BEECH STCURWENSVILLEPA16833PCYOUTH DEVELOPMENT PROGRAM FUNDING$4,055
DESTINATIONS - BRADFORD
1 MAIN STBRADFORDPA16701PCSPONSORSHIP$1,000
DICKINSON CENTER
43 SERVIDEA DRRIDGWAYPA15853PCST. MARYS CAPITAL CAMPAIGN$20,000
DUBOIS AREA UNITED WAY
223 S JARED STDUBOISPA15801PCANNUAL COMPAIGN SUPPORT$700
EL CENTRO
2800 PEARL AVENUELORAINOH44055PCANNUAL GALA FUNDING$7,000
ELLEN CURRY FOUNDATION
606 HOLLAND STERIEPA16501PCGOLF TOURNAMENT$1,300
ERIE DAWN
2816 ELMWOOD AVEERIEPA16508PCPROGRAM SPONSORSHIP$5,000
ERIE LIONS CLUB
2545 W 26TH STERIEPA16505PCSAVE AN EYE CHARITY FOOTBALL GAME SP$2,500
ERIE REG CHAMBER GROWTH PARTNERSH
208 E BAYFRONT PKWYERIEPA16507PCERIE FORWARD$20,000
EVANS-KRIVAK GYNE CANCER RESEARCH
39 BERVA DRIVEBRADFORDPA16701PCPROGRAM FUNDING$1,000
FAMILY COMMUNITY CHRISTIAN ASSOCI
378 CHESTNUT STMEADVILLEPA16335PCFUNDING$5,000
FCA ALL-ABILITIES
PO BOX 304EXTONPA19341PCPROGRAM FUNDING$1,000
FEEDING PENNSYLVANIA
20 ERFORD RD SUITE 215LEMOYNEPA17043PCFILL A GLASS WITH HOPE EVENT SPONSOR$1,000
FLOWER CITY HABITAT FOR HUMANITY
755 CULVER RDROCHESTERNY14609PCPROGRAM FUNDING$3,000
FOOD HELPERS
909 NATIONAL PIKE WESTBROWNSVILLEPA15417PCSPONSORSHIP$12,500
FOUNDATION FOR FREE ENTERPRISE EDUC
3076 W 12TH STERIEPA16505PCSPONSORSHIP$1,400
FRANKLIN YMCA
111 W PARK STFRANKLINPA16323PCANNUAL CAMPAIGN SUPPORT$1,000
FRATERNAL ORDER OF POLICE NO 83
PO BOX 15WARRENPA16365PCSHOP WITH A COP FUNDING$3,000
FRENCH CREEK DISTRICT DEVELOPMENT C
798 BESSEMER STMEADVILLEPA16335PCFRENCH CREEK DISTRICT INITIATIVE$10,000
FRIENDSHIP TABLE
21 E CORYDON STBRADFORDPA16701PCHYDRAULIC LIFT FUNDING$1,000
FULTON THEATRE
12 N PRINCE STLANCASTERPA17608PCBREAK OUT PERFORMANCE CAMPAIGN$6,162
GENESIS HOUSE
3575 ELYRIA AVELORAINOH44055PCPROGRAM FUNDING$1,000
GIRLS ON THE RUN MICHIANA
51160 BITTERSWEET RD 202GRANGERIN46530PCPROGRAM FUNDING$1,000
GOOD KNIGHTS OF LORAIN COUNTY
1935 WILLIAMSBURG DRIVEAMHERSTOH44001PCPROGRAM FUNDING$6,000
GREATER ERIE AREA HABITAT FOR HUMAN
4922 PITTSBURG AVEERIEPA16509PCPROGRAM FUNDING$7,500
GREATER ERIE COMM ACTION COMM
18 W 9TH STERIEPA16501PCVITA FREE TAX PROGRAM FUNDING$1,000
HABITAT FOR HUMANITY BUFFALO
1675 SOUTH PARK AVEBUFFALONY14220PCPROGRAM FUNDING$2,500
HABITAT FOR HUMANITY CLEARFIELD COU
PO BOX 463DUBOISPA15801PCPROGRAM FUNDING$500
HABITAT FOR HUMANITY OF CENTRE COUN
1155 ZION RDBELLEFONTEPA16823PCPROGRAM FUNDING$4,000
HABITAT FOR HUMANITY OF CLEARFIELD
PO BOX 463DUBOISPA15801PCPROGRAM FUNDING$2,500
HABITAT FOR HUMANITY OF GRANT COUNT
PO BOX 687MARIONIN46952PCPROGRAM FUNDING$2,500
HABITAT FOR HUMANITY OF MONROE COUN
213 E KIRKWOOD AVEBLOOMINGTONIN47408PCPROGRAM FUNDING$1,500
HABITAT FOR HUMANITY OF POTTER COUN
1423 E 2ND STCOUDERSPORTPA16915PCHOMEOWNERSHIP INITIATIVES IN POTTER$15,000
HEADWATERS CHARITABLE TRUST
434 STATE STREET SUITE 1CURWENSVILLEPA16833PCPROGAM FUNDING$5,000
HEART OF INDIANA UNITED WAY
400 N HIGH STMUNCIEIN47305PCSPONSORSHIP$10,000
HERSHEY FOOD BANK COMM OUTREACH
120 E DERRY RDHERSHEYPA17033PCPROGRAM FUNDING$1,500
HOPE'S HAVEN RESCUE YOUTH CAMP
114 KISSEL BARRICK RDBAINBRIDGEPA17502PCDENIM & DIAMON BENEFIT GALA SPONSORS$500
HOUSING ALLIANCE OF PA
309 FLORENCE AVENUE SUITJENKINTOWNPA17044PCSPONSORSHIP$2,500
HOUSING AUTHORITY COUNTY OF BUTLER
111 S CLIFF ST APT 2C3BUTLERPA16001PCANNUAL SCHOLARSHIP FUNDING$500
HOUSING TRANSITIONS INC
217 EAST NITTANY AVENUESTATE COLLEGEPA16801PCPROGRAM FUNDIGN$5,000
IMANI CHRISTIAN ACADEMY
2150 E HILLS DRPITTSBURGHPA15221PCSCHOLARSHIP FUNDING$12,500
IROQUOIS SCHOOL DISTRICT FOUNDATION
800 TYNDALL AVENUEERIEPA16511PCSPONSORSHIP$1,100
IZZIT ORG
2501 W 12TH ST BOX 614ERIEPA16505PCIZZIT HERE SPONSORSHIP$2,000
JEFFERSON DEFREES FAMILY CENTER
207 SECOND AVEWARRENPA16365PCTOUCH A TRUCK EVENT FUNDING$1,000
JOHN F KENNEDY CENTER
2700 F ST NWWASHINGTONDC20566PCGYM FACILITY UPGRADE FUNDING$3,000
JOHNSONBURG COMMUNITY TRUST
569 MARKET STJOHNSONBURGPA15845PCBRICK BLOCK CONSTRUCTION FUNDING$10,000
KANE AREA COMMUNITY CENTER
46 N FRALEY STKANEPA16735PCLUNCH/SNACK FUNDING FOR SUMMER AND A$6,000
KANE AREA FOOD PANTRY
342 CHASE STKANEPA16735PCPROGRAM FUNDING$1,000
KANE AREA SHOOL DISTRICT
400 W HEMLOCK AVEKANEPA16735PCCARSON FUND PROGRAM FUNDING$5,000
KEYSTONE COMMUNITY EDUCATION COUNCI
206 SENECA ST 3RD FLOOROIL CITYPA16301PCSMALL BUSINESS JUMPSTART FUNDING$1,000
KINZUA WRESTING CLUB
200 STRUTHERS STWARRENPA16365PCPROGRAM FUNDING$5,000
LANCASTER LEBANON HABITAT FOR HUMAN
443 FAIRVIEW AVELANCASTERPA17603PCHOMEBUILDING PROGRAM FUNDING$25,000
LANCASTER SCIENCE FACTORY
454 NEW HOLLAND AVENUELANCASTERPA17602PCPROGRAM FUNDING$2,500
LEADERSHIP LORAIN COUNTY
1206 E BROAD STELYRIAOH44035PCSIGNATURE PROGRAM FUNDING$2,000
LEBANON COMMUNITY LIBRARY
125 N 7TH STLEBANONPA17046PCFALL FROLIC SPONSORSHIP$2,500
LEBANON COUNTY CHRISTIAN MINISTRIES
250 S 7TH STLEBANONPA17042PCPROGRAM FUNDING$4,338
LEBANON VALLEY CHAMBER FOUNDATION
989 QUENTIN ROADLEBANONPA17042PCSCHOLARSHIP FUNDING$2,500
LORAIN COUNTY COMMUNITY DEVELOPMENT
226 MIDDLE AVE 5TH FLOORELYRIAOH44035PCPROGRAM FUNDING$5,000
LORAIN COUNTY HEALTH DENTISTRY
260 S MAIN STOBERLINOH44074PCSPONSORSHIP$7,500
MEN STANDING STRONG TOGETHER
1502 ONTARIO AVENIAGARA FALLSNY14305PCPROGRAM FUNDING$500
MT OLIVE EDU SCHOLARSHIP MINISTRY
701 E DELAVAN AVEBUFFALONY14215PCSPONSORSHIP$2,500
NATIONAL VETERANS MEMORIAL AND MUSE
300 W BROAD STCOLUMBUSOH43215PCSPONSORSHIP$20,000
NEAR NORTHWEST NEIGHBORHOOD
PO BOX 1132SOUTH BENDIN46624PCSPONSORSHIP AND FUNDING$2,000
NEIGHBORHOOD ALLIANCE
1536 E 30TH STLORAINOH44055PCPROGRAM FUNDING$8,000
NEIGHBORHOOD ALLIES
429 FOURTH AVE 1900PITTSBURGHPA15219PCPROGRAM FUNDING$5,000
NIAGARA FALL FIREFIGHTERS TOY FUND
611 BUFFALO AVENUENIAGARA FALLSNY14304PCSPONSORSHIP$1,000
NIAGARA FALLS MEMORIAL MEDICAL CTR
621 10TH STNIAGARA FALLSNY14301PC2024 PREMIER GALA SPONSORSHIP$3,300
OIL CITY YMCA
7 PETROLEUM STOIL CITYPA16301PCANNUAL CAMPAIGN SUPPORT$1,000
OUT OF THE COLD CENTRE COUNTY
318 SOUTH ATHERTON STREETSTATE COLLEGEPA16801PCSPONSORSHIP$1,000
OUTREACH TEEN FAMILY SERVICES IN
615 WASHINGTON RDLEBANONPA15228PCPROGRAM FUNDING$1,000
PATH SONE HOUSING CORP OF INDIANA
420 S HIGH STMUNCIEIN47304PCFUNDING$5,000
PENNS VALLEY YOUTH CENTER
106 SCHOOL STSPRING MILLSPA16875PCANNUAL FUNDRAISER SUPPORT$1,000
PITTSBURGH COMMUNITY REINVESTMENT G
1901 CENTRE AVENUEPITTSBURGHPA15219PCFUNDING$5,000
PITTSBURGH METRO AREA CHAMBER
1555 BROADWAY AVENUE SECOPITTSBURGHPA15219PCLATINAS IN TECH PROGRAM SPONSORSHIP$7,500
REBUILDING TOGETHER ST JOSEPH COUN
803 LINCOLN WAY WSOUTH BENDIN46616PCHOME REPAIR PROGRAM FUNDING$3,500
ROTARY CLUB OF JAMESTOWN
202 N MAIN STJAMESTOWNNY14701PCBOOKS AND BIBS PROGRAM FUNDING$1,000
ROUSE BROKENSTRAW ASSOCIATES CORP
108 OAK STWARRENPA16365PC1ST FLOOR COMMUNITY SPACE RENOVATION$7,000
SACA DEVELOPMENT
545 PERSHING AVELANCASTERPA17602PCPROGRAM FUNDING$10,000
SALVATION ARMY JAMESTOWN NY
83 S MAIN STJAMESTOWNNY14701PCHOLIDAY MEAL BASKET FUNDING$1,500
SECOND HARVEST FOOD BANK
1507 GRIMM DRWARRENPA16501PCMEALS MADE EASY PROJECT FUNDING$3,000
SECOND HARVEST FOOD BK OF NCENTRAL
5510 BAUMHART RDLORAINOH44053PCMEAL PROGRAM FUNDING$8,000
SMETHPORT UNITED WAY
PO BOX 504BRADFORDPA16701PCANNUAL CAMPAIGN SUPPORT$500
SPIRITUS CHRISTI PRISON OUTREACH I
30 MILLBANK STROCHESTERNY14619PC2023 GALA SPONSORSHIP$3,000
ST SUSAN CENTER
31 WATER STJAMESTOWNNY14701PCPROGRAM FUNDING$1,500
ST MARYS UNITED WAY
44 S ST MARYS STST MARYSPA15857PCANNUAL CAMPAIGN SUPPORT$2,500
STATE COLLEGE FOOD BANK
169 GERALD STSTATE COLLEGEPA16801PCANNUAL CAMPAIGN FUNDING$3,616
STRUTHERS LIBRARY THEATRE
302 W THIRD AVEWARRENPA16365PCSPONSORSHIP$25,000
THE BUFFALO SABRES FOUNDATION
ONE SEYMOUR H KNOX III PBUFFALONY14203PCSPONSORSHIP$5,000
THE CHALLENGE PROGRAM
416 MAIN ST SUITE 102JOHNSTOWNPA15901PCCHALLENGE PROGRAM SPONSORSHIP$10,000
THE COMMON WHEEL
701 E KING STREETLANCASTERPA17602PCSPRING BIKE FLING SPONSORSHIP$1,000
THE ERIE DOWNTOWN DEVELOPMENT CORP
100 STATE ST STE 700ERIEPA16057PCDEDEVELOPMENT/REVITALIZATION PROGRAM$25,000
THE GUARDIAN CENTER
110 CAMPUS DRIVEBRADFORDPA16701PCPROGRAM FUNDING$6,250
THE LCADA WAY
2115 WEST PARK DRIVELORAINOH44053PCFUNDING$1,500
THE MARY LEE TUCKER FUND INC
2500 WEST ERIE AVELORAINOH44052PCPROGRAM FUNDING$5,000
THE NORTH MUSEUM OF NATURE SCIENC
400 COLLEGE AVELANCASTERPA17603PCCOSMIC BASH 2023 SPONSORSHIP$2,500
THE SALVATION ARMY WARREN CORPS
311 BEECH STWARRENPA16365PCRED KETTLE KICKOFF EVENT$1,000
THE SERVICE COLLABORATIVE
173 ELM STREETBUFFALONY14203PCSPONSORSHIP$1,500
UNITED FUND OF WARREN COUNTY
308 MARKET STREET PO BOXWARRENPA16365PCANNUAL CAMPAIGN EMPLOYEE MATCH$42,060
UNITED WAY BRADFORD AREA
161 MAIN STREET PO BOX 5BRADFORDPA16701PCFUNDING$6,750
UNITED WAY OF BUFFALO ERIE COUNTI
742 DELAWARE AVEBUFFALONY14209PCANNUAL CAMPAIGN CONTRIBUTION$10,000
UNITED WAY OF CHAUTAUQUA
208 PINE STREETJAMESTOWNNY14701PCANNUAL CAMPAIGN CONTRIBUTION$5,000
UNITED WAY OF ERIE COUNTY
420 W 6TH STREET SUITE 20ERIEPA16507PCFUNDING$20,000
UNITED WAY OF GREATER NIAGARA
6420 INDUCON DRIVESANBORNNY14132PCANNUAL CAMPAIGN CONTRIBUTION$2,500
UNITED WAY OF THE TITUSVILLE REGION
208 W SPRING STTITUSVILLEPA16354PCANNUAL CAMPAIGN SUPPORT$1,800
UNITED WAY OF VENANGO COUNTY
1999 ALLEGHENY BLVDRENOPA16343PCANNUAL CAMPAIGN CONTRIBUTION$3,500
UNITED WAY OF WESTERN CRAWFORD COUN
415 CHESTNUT STREETMEADVILLEPA16335PCANNUAL CAMPAIGN CONTRIBUTION$3,000
URBAN LIGHT COMMUNITY DEVELOPMENT C
1400 S MADISON STMUNCIEIN47302PCLIGHTHOUSE PROGRAM SPONSORSHIP$7,500
VARIETY CLUB OF BUFFALO
6114 BROADWAYLANCASTERNY14086PCPROGRAM FUNDING$10,000
VILLAGE TO VILLAGE
4818 WASHINGTON BLVDST LOUISMO63108PCOASIS COMMUNITY FUNDING$5,000
VISION 2027 CAMPAIGN
PO BOX 842MUNCIEIN473080842PCECONOMIC DEVELOPMENT PROGRAM FUNDING$5,000
VOICES FOR INDEPENDENCE
1432 WILKINS ROADERIEPA16505PCSPONSORSHIP$3,500
WARREN COUNTY 4TH OF JULY ORGANIZAT
PO BOX 434WARRENPA16365PCPROGRAM FUNDING$1,000
WARREN COUNTY YMCA
212 LEXINGTON AVEWARRENPA16365PCOUTDOOR FITNESS PROJECT$5,000
WARREN GENERAL HOSPITAL
2 CRESCENT PARK WESTWARRENPA16365PCSPONSORSHIP$20,000
WARREN SPORTS BOOSTERS
PO BOX 643WARRENPA16365PCWAR MEMORIAL FIELD RENOVATION$25,000
WATER STREET MISSION
210 S PRINCE STLANCASTERPA17603PCPROGRAM FUNDING$10,000
WCA FOUNDATION INC
51 GLASGOW AVE BUILDING FJAMESTOWNNY14702PCSCHOLARSHIP FUNDING$2,000
WEPA EMPOWERMENT CENTER
661 HILL TOP ROADMYERSTOWNPA17067PCFUNDING$5,000
WHEELER MISSION
PO BOX 3085INDIANAPOLISIN46206PCSPONSORSHIP$2,500
WHITE PINES CENTER FOR HEALING
1012 E 28TH STERIEPA16504PCBOURBON AND BBQ SPONSORSHIP$2,500
WNY HEROES
1001 E DELAVAN AVEBUFFALONY14215PCSPONSORSHIP$1,800
YMCA OF MUNCIE
PO BOX 1187MUNCIEIN47308PCANNUAL CAMPAIGN LAUNCH SPONSORSHIP$15,000
YMCA OF THE TWIN TIERS
1101 WAYNE STOLEANNY14760PCANNUAL CONTRIBUTION$2,500
YOUNG ADULT SURVIVORS UNITED
1000 BROOKTREE RD SUITEWEXFORDPA15090PCPROGRAM FUNDING$2,000
YWCA JAMESTOWN
401 N MAIN STJAMESTOWNNY14701PCTRANSITIONS HOUSING PROGRAM FUNDING$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$991,481TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$222ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,056,180ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$1,714ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,054,688ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,054,688TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,849Amt
Net Investment Income$1,849NetInvestmentIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockNORTHWEST BANCSHARES INC.StockNm
EOY Book Value$12,775,650EOYBookValueAmt
EOYFMV$15,944,011EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MONEY MARKETAT COST$281,449$281,449
MUTUAL FUNDSAT COST$640,540$643,265

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$16,030Amt
Net Investment Income$16,030NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAX EXPENSE$9,400
LICENSES$203$203