HOYT FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HOYT FOUNDATION (EIN 25-6064468)
- Tax period
- 2021-11-01 to 2022-10-31
- Filed
- 2023-02-15
- IRS object ID
- 202320469349100807
- Schema version
- 2021v4.2
- 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 Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-02-15T12:31:09-06:00 | ReturnTs |
| Tax Period End | 2022-10-31 | 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 | 2021-11-01 | 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 | 2023-02-10 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH GABRIEL | PreparerPersonNm |
| PTIN | P00595382 | PTIN |
| Phone | 3305339777 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $34,248,209 | 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 | $56 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $56 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $674,630 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $674,630 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,660,115 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,147,869 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,660,115 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,505,855 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,503,404 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,840,656 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,838,205 | 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 | $5,888 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $5,888 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $7,800 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $7,800 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,263 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,263 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $110,723 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $110,723 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $1,004 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1,004 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,428 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,428 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $224,634 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $224,634 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $7,408 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $7,408 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $7,108 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $7,108 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $59,494 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $47,770 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $11,724 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $599,187 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $394,559 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $204,628 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,326,287 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,326,287 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,925,474 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $394,559 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,530,915 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,915,182 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,443,646 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $20,995 | CashBOYAmt |
| Cash EOY | $290,140 | CashEOYAmt |
| Cash EOYFMV | $290,140 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $979,834 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,253,605 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,253,605 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $18,820,863 | CorporateStockBOYAmt |
| Corporate Stock EOY | $20,220,301 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $22,339,317 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,533,674 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,741,853 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,068,835 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,666,225 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,786,015 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,067,312 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $3,655,623 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,430,989 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,229,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $29,677,214 | TotalAssetsBOYAmt |
| Total Assets EOY | $31,722,903 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $34,248,209 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $29,677,214 | CapitalStockBOYAmt |
| Capital Stock EOY | $31,722,903 | 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 | $29,677,214 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $31,722,903 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $29,677,214 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $31,722,903 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $29,677,214 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,915,182 | ExcessRevenueOverExpensesAmt |
| Other Increases | $130,507 | OtherIncreasesAmt |
| Subtotal | $31,722,903 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $31,722,903 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - SHORT TERM | $4,552,588 | $5,222,424 | -$669,836 | -$669,836 | |
| PUBLICLY TRADED SECURITIES - LONG TERM | $6,123,205 | $5,265,330 | $857,875 | $857,875 | |
| FUGIO PARTNERSHIPS - NET SHORT TERM GAIN | $4,030 | $4,030 | $4,030 | P | |
| FUGIO PARTNERSHIPS - NET LONG TERM GAIN | $340,496 | $340,496 | $340,496 | P | |
| CAPITAL GAINS DIVIDENDS | $1,127,550 | $1,127,550 | $1,127,550 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,660,115 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $47,867 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $47,867 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $47,867 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $55,070 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $55,070 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,203 | OverpaymentAmt |
| Applied To ES Tax | $7,203 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | $110,573 | 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 $273,764 IN POST-SECONDARY SCHOLARSHIPS TO OVER 90 PERSONS. RELATED ADMINISTRATIVE EXPENSES CONSISTED OF HONORARIUMS OF $2,500 EACH TO THE THREE MEMBERS OF THE SCHOLARSHIP COMMITTEE. | Description1Txt |
| Expenses1 | $281,264 | 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 | $32,768,338 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,498,044 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,229,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $37,495,382 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $37,495,382 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $562,431 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $36,932,951 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,846,648 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,846,648 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $47,867 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $115 | IncomeTaxAmt |
| Total Tax | $47,982 | TotalTaxAmt |
| Distributable Before Adj | $1,798,666 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,798,666 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,798,666 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,530,915 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,530,915 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,798,666 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $99,560 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $99,560 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,530,915 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,530,915 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $99,560 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $99,560 | 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 | $168,191 | 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 |
|---|---|---|---|---|---|---|---|
| COMMUNITY FOUNDATION OF WESTERN PA & EASTERN OHIO | |||||||
| 7 WEST STATE STREET STE 301 | SHARON | PA | 16146 | N/A | PC | GENERAL SUPPORT | $35,000 |
| MEALS ON WHEELS OF NEW CASTLE | |||||||
| P O BOX 5122 | NEW CASTLE | PA | 16105 | N/A | PC | GENERAL SUPPORT | $3,500 |
| NEW CASTLE AREA SCHOOL DISTRICT | |||||||
| 420 FERN STREET | NEW CASTLE | PA | 16101 | N/A | PC | GENERAL SUPPORT | $15,000 |
| LAWRENCE COUNTY (PARENTINGTRUANCY) | |||||||
| 1001 E WASHINGTON ST | NEW CASTLE | PA | 16101 | N/A | PC | GENERAL SUPPORT | $880 |
| FIRST PRESBYTERIAN CHURCH | |||||||
| 125 N JEFFERSON ST | NEW CASTLE | PA | 16101 | N/A | PC | GENERAL SUPPORT | $5,000 |
| AMERICAN RED CROSS | |||||||
| 431 18TH STREET NW | WASHINGTON | DC | 20006 | N/A | PC | GENERAL SUPPORT | $1,500 |
| UNITED WAY OF LAWRENCE COUNTY | |||||||
| 223 N MERCER ST | NEW CASTLE | PA | 16101 | N/A | PC | GENERAL SUPPORT | $300 |
| LAWRENCE COUNTY (DRUG TREATMENT COURT) | |||||||
| 430 COURT STREET | NEW CASTLE | PA | 16101 | N/A | PC | GENERAL SUPPORT | $5,000 |
| GUSSIE M WALKER COMMUNITY OUTREACH ORGANIZATION INC | |||||||
| 1207 MORAVIA ST | NEW CASTLE | PA | 16101 | N/A | PC | GENERAL SUPPORT | $10,000 |
| LAWRENCE COUNTY YOUNG GUNS | |||||||
| 2403 WOODLAND HILLS DRIVE | NEW CASTLE | PA | 16101 | N/A | PC | GENERAL SUPPORT | $5,000 |
| SHOP WITH A COP | |||||||
| 303 E NORTH ST | NEW CASTLE | PA | 16101 | N/A | PC | GENERAL SUPPORT | $3,500 |
| NEW WILMINGTON ROTARY CLUB | |||||||
| RTE 208 RTE 18 | NEW WILMINGTON | PA | 16142 | N/A | PC | GENERAL SUPPORT | $100 |
| LAWRENCE COUNTY REGIONAL CHAMBER | |||||||
| 325 EAST WASHINGTON STREET | NEW CASTLE | PA | 16101 | N/A | PC | GENERAL SUPPORT | $80,000 |
| LAWRENCE COUNTY YMCA | |||||||
| 20 W WASHINGTON ST | NEW CASTLE | PA | 16101 | N/A | PC | ANNUAL CAMPAIGN | $51,000 |
| NEW WILMINGTON PRESBYTERIAN CHURCH | |||||||
| 229 S MARKET ST | NEW WILMINGTON | PA | 16142 | N/A | PC | GENERAL SUPPORT | $201,350 |
| ST JOHN THE BAPTIST CHURCH | |||||||
| 1207 MORAVIA ST | NEW CASTLE | PA | 16101 | N/A | PC | GENERAL SUPPORT | $17,500 |
| MORGAN ALLWINE | |||||||
| 114 CAYUGA ST | NEW CASTLE | PA | 16102 | N/A | I | COLLEGE SCHOLARSHIP | $4,400 |
| ANTHONY DOVIDIO | |||||||
| 111 BUENA VISTA WAY | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $3,800 |
| NATALIA GRECO | |||||||
| 529 HAZEL AVENUE | ELLWOOD CITY | PA | 16117 | N/A | I | COLLEGE SCHOLARSHIP | $4,400 |
| ERIC GROVES | |||||||
| 108 W LINCOLN AVENUE | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $450 |
| CAELY HOVANEC | |||||||
| 110 SHANNON AVENUE | NEW CASTLE | PA | 16102 | N/A | I | COLLEGE SCHOLARSHIP | $950 |
| MELANIE BERKEBILE | |||||||
| 142 E GARFIELD AVENUE | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $1,900 |
| SYDNEY GURNEAL | |||||||
| 334 WOODLAND DRIVE | PULASKI | PA | 16143 | N/A | I | COLLEGE SCHOLARSHIP | $950 |
| JASON MOLLICK | |||||||
| 227 E LAUREL AVENUE | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $1,900 |
| JONATHAN SIBETO | |||||||
| 903 W CLAYTON STREET | NEW CASTLE | PA | 16102 | N/A | I | COLLEGE SCHOLARSHIP | $4,900 |
| ASHTON CAMEROT | |||||||
| 923 TEMPLE AVENUE | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $1,900 |
| RACHEL LYDEN | |||||||
| 115 E SHERIDAN AVENUE | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $4,400 |
| DEAN ALSTON-CLARK | |||||||
| 205 S SCOTLAND LANE | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $2,900 |
| ROCCO AVENA | |||||||
| 1428 HARLANSBURG ROAD | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $3,000 |
| ARYN AYALA | |||||||
| 930 MARYLAND AVENUE | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $3,000 |
| MADISON HARDEN | |||||||
| 844 MELODY LANE | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $450 |
| BRETT HARDY | |||||||
| 2635 HARLANSBURG ROAD | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $1,900 |
| SCOTT HARDY | |||||||
| 2635 HARLANSBURG ROAD | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $1,900 |
| SAMUEL BALL | |||||||
| 692 W MAITLAND LANE | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $2,500 |
| JENNA HOGUE | |||||||
| 313 KATHLEEN DRIVE APT 714 | 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 |
| ZION BUNNEY | |||||||
| 807 CALIFORNIA AVENUE | ELLWOOD CITY | PA | 16117 | N/A | I | COLLEGE SCHOLARSHIP | $2,500 |
| SAMANTHA HUSTON | |||||||
| 535 WEST POLAND ROAD | BESSEMER | PA | 16112 | N/A | I | COLLEGE SCHOLARSHIP | $3,525 |
| KELLYANNE CONTI | |||||||
| 107 E NORTHVIEW AVENUE | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $1,750 |
| JAY COREY | |||||||
| 2964 MELVIN DRIVE | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $2,750 |
| MICHAEL KNIS | |||||||
| 3254 GREENTREE CIRCLE | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $2,950 |
| PAYDON GREATHOUSE | |||||||
| 206 E EUCLID AVENUE | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $3,000 |
| NOAH HALL | |||||||
| 125 E GARFIELD AVENUE | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $1,375 |
| AUSTIN KELLY | |||||||
| 511 HAUS AVENUE | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $3,000 |
| DAVID KRULL | |||||||
| 136 E WALLACE AVENUE | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $3,000 |
| LUCIA LOMBARDO | |||||||
| 1838 EASTBROOK ROAD | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $1,625 |
| SPENCER MASON | |||||||
| 416 VAN GORDER MILL ROAD | ELLWOOD CITY | PA | 16117 | N/A | I | COLLEGE SCHOLARSHIP | $450 |
| MIA LOMBARDO | |||||||
| 1838 EASTBROOK ROAD | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $1,625 |
| OLIVIA LOMBARDO | |||||||
| 1838 EASTBROOK ROAD | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $1,625 |
| JENNIFER LUTTON | |||||||
| 520 HAUS AVE | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $750 |
| SAMUEL LYDEN | |||||||
| 115 E SHERIDAN AVENUE | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $3,000 |
| MASON MANOS | |||||||
| 462 SANKEY LANE | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $2,500 |
| STUART MOORE | |||||||
| 507 SHENANGO PARK DRIVE | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $1,900 |
| KAYLA MARTZ | |||||||
| 601 COUNTRY VIEW ROAD | SLIPPERY ROCK | PA | 16057 | N/A | I | COLLEGE SCHOLARSHIP | $2,500 |
| CHRISTOPHER NILES | |||||||
| 806 BARBRA LANE | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $450 |
| AMARIAH MORGENSTERN | |||||||
| 189 JAMES STREET | NEW WILMINGTON | PA | 16142 | N/A | I | COLLEGE SCHOLARSHIP | $2,500 |
| ASIA MORGENSTERN | |||||||
| 189 JAMES STREET | NEW WILMINGTON | PA | 16142 | N/A | I | COLLEGE SCHOLARSHIP | $2,500 |
| GIANNA ORRICO | |||||||
| 2524 MUZZY DRIVE | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $1,625 |
| MONTANA PASTORE | |||||||
| PO BOX 417 | WEST PITTSBURG | PA | 16160 | N/A | I | COLLEGE SCHOLARSHIP | $3,000 |
| OLIVIA PIERCE | |||||||
| 812 W CLAYTON STREET | NEW CASTLE | PA | 16102 | N/A | I | COLLEGE SCHOLARSHIP | $1,625 |
| AMELIA POPE | |||||||
| 2212 N MERCER STREET | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $750 |
| RILEY POWERS | |||||||
| 1710 HIGHLAND AVE | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $2,750 |
| SHAWN REDMOND | |||||||
| 805 FREW ROAD | ELLWOOD CITY | PA | 16117 | N/A | I | COLLEGE SCHOLARSHIP | $750 |
| BAILEY PILCH | |||||||
| 1108 MATILDA AVENUE | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $2,575 |
| KAYLA SERVICK | |||||||
| 2122 CHEWTON WURTEMBURG ROAD | WAMPUM | PA | 16157 | N/A | I | COLLEGE SCHOLARSHIP | $1,625 |
| RENA SHAFFER | |||||||
| 704 GARDNER CENTER ROAD | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $3,000 |
| SHAE-LYNN QUINN | |||||||
| 38 PEARLWOOD STREET | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $3,700 |
| JASILYN RANKIN | |||||||
| 314 E FAIRMONT AVENUE | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $450 |
| SOPHIA RAPONE | |||||||
| 137 E LEASURE AVENUE | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $2,575 |
| KATE SILHANEK | |||||||
| 3951 W MAIN STREET PO BOX 244 | HILLSVILLE | PA | 16132 | N/A | I | COLLEGE SCHOLARSHIP | $2,500 |
| ABBEY SALOMON | |||||||
| 9 LILAC ROAD | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $1,900 |
| JACOB SIZER | |||||||
| 1409 ALBERT STREET | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $750 |
| BROGAN STREIT | |||||||
| 924 BRIDGE STREET | ELLWOOD CITY | PA | 16117 | N/A | I | COLLEGE SCHOLARSHIP | $2,500 |
| MARIAH SHEPHERD | |||||||
| 937 WARREN AVENUE | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $1,900 |
| NICHOLAS VITALE | |||||||
| 101 GREGOR LANE | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $2,500 |
| ANNA WILLIAMS | |||||||
| 2746 STATE ROUTE 956 | VOLANT | PA | 16156 | N/A | I | COLLEGE SCHOLARSHIP | $1,625 |
| ALEXIS THOMPSON | |||||||
| 1715 E WASHINGTON STREET | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $1,900 |
| BREONNA STREIT | |||||||
| 924 BRIDGE STREET | ELLWOOD CITY | PA | 16117 | N/A | I | COLLEGE SCHOLARSHIP | $950 |
| ABIGAIL WRIGHT | |||||||
| 1813 EASTBROOK ROAD | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $450 |
| JESSE WRIGHT | |||||||
| 1813 EASTBROOK ROAD | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $450 |
| MADISON CONLEY | |||||||
| 910 LORAINE AVENUE | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $2,075 |
| MORGAN DAILY | |||||||
| 820 VOGAN STREET | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $2,400 |
| NICOLETTA DONOFRIO | |||||||
| 1014 WARREN AVENUE | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $1,900 |
| RACHAEL GENNOCK | |||||||
| 1008 ROSE AVENUE | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $1,123 |
| CHRISTOPHER LITRENTA | |||||||
| 3484 PLANK ROAD | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $1,241 |
| ANTHONY LITRENTA | |||||||
| 214 E EDGEWOOD AVENUE | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $2,575 |
| MICHAEL MASS | |||||||
| 418 E LEASURE AVENUE | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $2,575 |
| DYLAN MARSHALL | |||||||
| 825 ALLEGHENY AVENUE | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $950 |
| JENSEN MILLER | |||||||
| 4612 MATTHEWS ROAD | EDINBURG | PA | 16116 | N/A | I | COLLEGE SCHOLARSHIP | $4,400 |
| DANIEL MINEOK | |||||||
| 118 E EUCLID AVENUE | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $2,075 |
| AARON NOVAD | |||||||
| 131 KNOLL DRIVE | NEW CASTLE | PA | 16102 | N/A | I | COLLEGE SCHOLARSHIP | $2,750 |
| ANDREW PALMER | |||||||
| 594 WURTEMBURG ROAD | ELLWOOD CITY | PA | 16117 | N/A | I | COLLEGE SCHOLARSHIP | $2,075 |
| MEGAN PARK | |||||||
| 1012 SHAFFER ROAD | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $4,900 |
| BRANDON PARRY | |||||||
| 116 OKINAWA DRIVE | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $950 |
| MAURA PATTERSON | |||||||
| 3244 EASTBROOK VOLANT ROAD | VOLANT | PA | 16156 | N/A | I | COLLEGE SCHOLARSHIP | $950 |
| ANGELO PERROTTA | |||||||
| 1020 ADAMS STREET | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $4,400 |
| RYAN POPOVICH | |||||||
| 4393 HILLSVILLE ROAD | PULASKI | PA | 16143 | N/A | I | COLLEGE SCHOLARSHIP | $1,200 |
| HUNTER ROZZI | |||||||
| 102 WILSON ROAD | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $1,900 |
| LACEY SALOMON | |||||||
| 9 LILAC ROAD | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $4,025 |
| JEFF SHAFTIC | |||||||
| 104 E SHERIDAN AVENUE | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $450 |
| SAVANNA TERRACIO | |||||||
| 110 E WALLACE AVENUE | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $2,575 |
| ZAYNA WAGNER | |||||||
| 1006 WOODLAND AVENUE | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $4,900 |
| WESTERN PENNSYLVANIA FOUNDATION FOR THE ARTS | |||||||
| 300 JAMES ST | VERONA | PA | 15147 | N/A | PC | GENERAL SUPPORT | $250,000 |
| AMERICANS FOR THE COMPETITIVE ENTERPRISE SYSTEMS INC | |||||||
| 1001 STATE ST 310 | ERIE | PA | 16501 | N/A | PC | GENERAL SUPPORT | $5,000 |
| MORAINE TRAILS COUNCILS | |||||||
| 830 MORTON AVE | BUTLER | PA | 16001 | N/A | PC | GENERAL SUPPORT | $1,000 |
| SPECIAL OLYMPICS | |||||||
| 1027 N CROTON AVE | NEW CASTLE | PA | 16101 | N/A | PC | GENERAL SUPPORT | $5,000 |
| NEW CASTLE PLAYHOUSE | |||||||
| 202 LONG AVE | NEW CASTLE | PA | 16101 | N/A | PC | GENERAL SUPPORT | $45,031 |
| ECCE | |||||||
| 1405 WOODSIDE AVE | ELLWOOD CITY | PA | 16117 | N/A | PC | GENERAL SUPPORT | $7,000 |
| CAITLIN ADAMO | |||||||
| 207 2ND ST | NEW CASTLE | PA | 16102 | N/A | I | COLLEGE SCHOLARSHIP | $4,400 |
| TARAH BARTON | |||||||
| 728 TODD AVENUE | ELLWOOD CITY | PA | 16117 | N/A | I | COLLEGE SCHOLARSHIP | $1,900 |
| ALEXIS BETHLE | |||||||
| 515 E CLEN MOORE BLVD | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $2,075 |
| AARON ADAMO | |||||||
| 207 2ND ST | NEW CASTLE | PA | 16102 | N/A | I | COLLEGE SCHOLARSHIP | $4,400 |
| CALABRIA CRESCENZO | |||||||
| 2842 ELLWOOD RD | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $1,900 |
| KIERA CARTWRIGHT | |||||||
| 4678 NEW CASTLE RD | NEW WILMINGTON | PA | 16142 | N/A | I | COLLEGE SCHOLARSHIP | $3,525 |
| MARISSA COSGROVE | |||||||
| 1674 STATE ROUTE 551 | ENON VALLEY | PA | 16120 | N/A | I | COLLEGE SCHOLARSHIP | $1,900 |
| OLIVIA CWYNAR | |||||||
| 129 PRESNAR DR | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $2,575 |
| LEEIA DOUGHERTY | |||||||
| 205 BOSTON AVE | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $1,900 |
| PEYTON GREEN | |||||||
| 121 E LEASURE AVENUE | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $2,575 |
| GAVYN HANSOTTE | |||||||
| 117 EAST FAIRMONT AVE | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $2,950 |
| GABRIELLE LEGO | |||||||
| 133 FAYETTE NESHANNOCK FALLS ROAD | VOLANT | PA | 16156 | N/A | I | COLLEGE SCHOLARSHIP | $2,575 |
| MELISSA MCLAREN | |||||||
| 904 CUNNINGHAM AVE | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $1,900 |
| ABIGAIL MILTON | |||||||
| 215 SUMNER AVE | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $3,974 |
| BENJAMIN NEWTON | |||||||
| 229 E EUCLID AVE | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $2,026 |
| BRADON NILES | |||||||
| 806 BARBRA LANE | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $2,950 |
| ZOEY ONDAKO | |||||||
| 212 SUMNER AVE | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $2,575 |
| RYAN ONESTAK | |||||||
| 3223 HIGH HILL ROAD | WEST MIDDLESEX | PA | 16159 | N/A | I | COLLEGE SCHOLARSHIP | $950 |
| ERIC PASTORE | |||||||
| 179 ASHBERRY LANE APT 79 | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $1,900 |
| KATELYN PETERSON | |||||||
| 1905 JACKSON AVENUE | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $3,525 |
| MCKENZIE POWERS | |||||||
| 1710 HIGHLAND AVE | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $3,450 |
| LOGAN QUIGLEY | |||||||
| 825 ALLEGHENY AVENUE | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $950 |
| NINA REIDER | |||||||
| 203 EAST EUCLID AVE | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $450 |
| SOPHIA REIDER | |||||||
| 203 EAST EUCLID AVE | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $450 |
| KRISTEN SIMON | |||||||
| 4416 ELLWOOD RD | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $950 |
| AMANDA STASTNY | |||||||
| 521 CENTER ST | SLIPPERY ROCK | PA | 16057 | N/A | I | COLLEGE SCHOLARSHIP | $4,900 |
| ALEX SUBER | |||||||
| 120 LEON DR | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $4,900 |
| ETHAN SUSEN | |||||||
| 1344 HIGH HILL RD | PULASKI | PA | 16143 | N/A | I | COLLEGE SCHOLARSHIP | $2,950 |
| JOSHUA URBAN | |||||||
| 301 FRAZIER DRIVE | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $4,900 |
| CHRISTINA VINROE | |||||||
| 113 EAST GARFIELD AVE | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $950 |
| JACOB VITALE | |||||||
| 2106 CAMDEN AVE | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $3,450 |
| VICTORIA YOUNG | |||||||
| 606 EAST LUTTON ST | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $950 |
| ABIGAIL ZEIGLER | |||||||
| 211 AIKEN RD | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $450 |
| RACHEL ZONA | |||||||
| 515 NORWOOD AVENUE | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $450 |
| JAYNE ZURYNSKI | |||||||
| 415 NEWPORT RD | WAMPUM | PA | 16157 | N/A | I | COLLEGE SCHOLARSHIP | $1,900 |
| NEW CASTLE SCHOOL OF TRADES (HOLLAND) | |||||||
| 4117 PULASKI RD | NEW CASTLE | PA | 16101 | N/A | PC | GENERAL SUPPORT | $3,462 |
| THE FOUNDATION BOXING & YOUTH CENTER | |||||||
| 320 E WASHINGTON ST | NEW CASTLE | PA | 16101 | N/A | PC | GENERAL SUPPORT | $5,000 |
| SHENANGO PRESBYTERIAN SENIORCARE | |||||||
| 238 S MARKET ST | NEW WILMINGTON | PA | 16142 | N/A | PC | GENERAL SUPPORT | $5,500 |
| EBENEZER CHURCH OF GOD IN CHRIST | |||||||
| 1119 S JEFFERSON ST | NEW CASTLE | PA | 16101 | N/A | PC | GENERAL SUPPORT | $20,000 |
| NESHANNOCK PRESBYTERIAN CHURCH | |||||||
| 330 W NESHANNOCK AVE | NEW WILMINGTON | PA | 16142 | N/A | PC | GENERAL SUPPORT | $15,000 |
| LARK ENTERPRISES | |||||||
| 2665 ELLWOOD RD | NEW CASTLE | PA | 16101 | N/A | PC | GENERAL SUPPORT | $74,500 |
| THE SALVATION ARMY | |||||||
| 240 W GRANT ST | NEW CASTLE | PA | 16101 | N/A | PC | GENERAL SUPPORT | $1,000 |
| NEW VISIONS FOR LAWRENCE COUNTY | |||||||
| 332 HIGHLAND AVE | NEW CASTLE | PA | 16101 | N/A | PC | GENERAL SUPPORT | $80,000 |
| PROMISE OF LIFE NETWORK | |||||||
| 321 N JEFFERSON ST | NEW CASTLE | PA | 16101 | N/A | PC | GENERAL SUPPORT | $25,000 |
| NEW WILMINGTON EDCOM | |||||||
| 126 N NEW CASTLE ST | NEW WILMINGTON | PA | 16142 | N/A | PC | GENERAL SUPPORT | $1,400 |
| ELLWOOD CITY CHAMBER OF COMMERCE | |||||||
| 806 LAWRENCE AVE 1966 | ELLWOOD CITY | PA | 16117 | N/A | PC | GENERAL SUPPORT | $1,500 |
| CALVIN PRESBYTERIAN CHURCH (KIDS QUEST) | |||||||
| 615 CRESCENT AVE | ELLWOOD CITY | PA | 16117 | N/A | PC | GENERAL SUPPORT | $7,500 |
| ALL ABOARD ELLWOOD (PHASE II) | |||||||
| 806 LAWRENCE AVE | ELLWOOD CITY | PA | 16117 | N/A | PC | GENERAL SUPPORT | $25,000 |
| HUMAN SERVICES CENTER | |||||||
| 130 W NORTH ST | NEW CASTLE | PA | 16101 | N/A | PC | GENERAL SUPPORT | $30,000 |
| MAKE-A-WISH | |||||||
| 707 GRANT ST 3700 | PITTSBURGH | PA | 15219 | N/A | PC | GENERAL SUPPORT | $5,000 |
| LAWRENCE COUNTY GOVERNMENT CENTER (VETERAN TRACK) | |||||||
| 430 COURT STREET | NEW CASTLE | PA | 16101 | N/A | PC | GENERAL SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,326,287 | 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 | $56 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $674,630 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $1,505,855 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,660,115 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,840,656 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,840,656 | 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 | $7,263 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,263 | 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 | $4,741,853 | EOYBookValueAmt |
| EOYFMV | $4,068,835 | 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 | $20,220,301 | EOYBookValueAmt |
| EOYFMV | $22,339,317 | 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 | $1,786,015 | BookValueAmt |
| EOYFMV | $3,067,312 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $7,800 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,800 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OIL & GAS LEASES | Desc |
| BOY Book Value | $3,655,623 | BOYBookValueAmt |
| EOY Book Value | $3,430,989 | EOYBookValueAmt |
| EOYFMV | $3,229,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $183 | $0 | $183 |
| MISCELLANEOUS EXPENSE | $100 | $0 | $100 |
| LIABILITY INSURANCE | $3,733 | $0 | $3,733 |
| SCHOLARSHIP COMMITTEE HONORARIUMS | $5,000 | $0 | $5,000 |
| PARTNERSHIP DEDUCTIONS | $47,770 | $47,770 | $0 |
| OFFICE EXPENSE | $2,708 | $0 | $2,708 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ROYALTY INCOME | $1,497,650 | $1,497,650 | $1,497,650 |
| CLASS ACTION PROCEEDS | $250 | $250 | $250 |
| REFUNDS | $6 | $0 | $6 |
| PARTNERSHIP ACTIVITIES | $5,504 | $5,504 | $5,504 |
| RETURNED SCHOLARSHIPS | $2,401 | $0 | $2,401 |
| PAYROLL DEPOSIT | $44 | $0 | $44 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT FOR BOOK-TO-TAX AND TIMING DIFFERENCES | Desc |
| Amt | $130,507 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $110,573 | $110,573 | $0 |
| CONSULTING FEES | $150 | $150 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES WITHHELD | CategoryTxt |
| Amt | $10,428 | Amt |
| Net Investment Income | $10,428 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |