STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

NORTHWEST CHARITABLE FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
NORTHWEST CHARITABLE FOUNDATION (EIN 27-1403629)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-15
IRS object ID
202313199349101561
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-15T09:33:15-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

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 Begin2022-01-01TaxPeriodBeginDt

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
Signature2023-11-06SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstLOUISPersonFirstNm
Person LastTORCHIOPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
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
Preparation2023-11-06PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$18,742,347FMVAssetsEOYAmt
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$13InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$13InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,035,330DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,035,330DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$353NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$133,709GrossSalesPriceAmt
Total Rev And Expnss$1,034,990TotalRevAndExpnssAmt
Total Net Invst Incm$1,035,343TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,712AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,712AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$18,691OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$18,691OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$14,375TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$34,778TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$20,403TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,036,004ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,036,004ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,070,782TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$20,403TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,036,004TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$35,792ExcessRevenueOverExpensesAmt
Net Investment Income$1,014,940NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$40,736SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$13,659SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$13,659SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$12,775,650CorporateStockBOYAmt
Corporate Stock EOY$12,775,650CorporateStockEOYAmt
Corporate Stock EOYFMV$17,860,359CorporateStockEOYFMVAmt
Other Investments BOY$892,268OtherInvestmentsBOYAmt
Other Investments EOY$883,553OtherInvestmentsEOYAmt
Other Investments EOYFMV$868,329OtherInvestmentsEOYFMVAmt
Total Assets BOY$13,708,654TotalAssetsBOYAmt
Total Assets EOY$13,672,862TotalAssetsEOYAmt
Total Assets EOYFMV$18,742,347TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$13,708,654NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$13,672,862NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$13,708,654TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$13,672,862TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$13,708,654TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$13,672,862TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$13,708,654TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$35,792ExcessRevenueOverExpensesAmt
Subtotal$13,672,862SubtotalAmt
Tot Net Ast Or Fund Balances EOY$13,672,862TotNetAstOrFundBalancesEOYAmt

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$133,709GrossSalesPriceAmt
Cost Or Other Basis$134,062CostOrOtherBasisAmt
Gain Or Loss-$353GainOrLossAmt
Gains Minus Excess Or Losses-$353GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$353CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$14,108InvestmentIncomeExciseTaxAmt
Subtotal$14,108SubtotalAmt
Tax Based On Investment Income$14,108TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$14,500EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$14,500TotalPaymentsAndCreditsAmt
Overpayment$392OverpaymentAmt
Applied To ES Tax$392AppliedToESTaxAmt

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 (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
TIM FANNIN
100 LIBERTY STREETWARRENPA16365DIRECTOR1.00$0$0$0
JOHN P MEEGAN
100 LIBERTY STREETWARRENPA16365DIRECTOR1.00$0$0$0
LOUIS J TORCHIO
100 LIBERTY STREETWARRENPA16365PRESIDENT1.00$0$0$0
WILLIAM W HARVEY JR
100 LIBERTY STREETWARRENPA16365TREASURER1.00$0$0$0
JOHN GOLDING
100 LIBERTY STREETWARRENPA16365VICE-PRESIDE1.00$0$0$0
T KAY EADIE
100 LIBERTY STREETWARRENPA16365SECRETARY1.00$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$18,553,725AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$197,281AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$18,751,006TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$18,751,006AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$281,265CashDeemedCharitableAmt
Net Vl Noncharitable Assets$18,469,741NetVlNoncharitableAssetsAmt
Minimum Investment Return$923,487MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$923,487MinimumInvestmentReturnAmt
Tax Based On Investment Income$14,108TaxBasedOnInvestmentIncomeAmt
Total Tax$14,108TotalTaxAmt
Distributable Before Adj$909,379DistributableBeforeAdjAmt
Distributable Before Ded$909,379DistributableBeforeDedAmt
Distributable As Adjusted$909,379DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,036,004ExpensesAndContributionsAmt
Qualifying Distributions$1,036,004QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$909,379DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$125,978ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$109,603ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$62,265ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$399,601ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$93,028ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$790,475TotalExcessDistributionCyovAmt
Qualifying Distributions$1,036,004QualifyingDistributionsAmt
Applied To Current Year$909,379AppliedToCurrentYearAmt
Remaining Distri From Corpus$126,625RemainingDistriFromCorpusAmt
Total Corpus$917,100TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$125,978ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$791,122ExcessDistriCyovToNextYrAmt
Excess From Year4$109,603ExcessFromYear4Amt
Excess From Year3$62,265ExcessFromYear3Amt
Excess From Year2$399,601ExcessFromYear2Amt
Excess From Year1$93,028ExcessFromYear1Amt
Excess From Current Year$126,625ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (184 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
10000 FRIENDS OF PENNSYLVANIA
240 N 3RD STHARRISBURGPA17101PC2022 COMMONWEALTH AWARD CEREMONY SPO$3,800
412 THRIVE
44 WOODY CREST DRPITTSBURGHPA15234PCCASINO NIGHT SPONSORSHIP$2,500
ADAM BLAKEY HOLIDAY FOUNDATION
2109 MORGAN CREEK DRIVEFORT WAYNEIN46808PCPROGRAM FUNDING$3,000
AFRICAN AMERICAN CHAMBER OF COMMERC
KOPPERS BUILDINGPITTSBURGHPA15219PCCORPORATE SPONSOR MEMBERSHIP$3,000
ALLEGHENY HEALTH NETWORK
4818 LIBERTY AVENUEPITTSBURGHPA15224PCCOURTESY CORNER PROGRAM FUNDING$4,000
ALLIES FOR CHILDREN
10 CHILDRENS WAYPITTSBURGHPA15212PCWIC NUTRITION PROGRAM SUPPORT$10,000
AMERICAN CANCER SOCIETY
206 WALKER AVENUEWARRENPA16365PCWARREN ANNUAL MEN'S GOLF OUTING SPON$500
ARC HUMAN SERVICES
111 W PIKE STREETCANONSBURGPA15317PCSTUDENT TRANSITION PROGRAM SUPPORT$6,000
BARBER INSTITUTE BOLLINGER
44 N STATE STREETWARRENPA16365PCCPAITAL CAMPAIGN$20,000
BCHA SCHOLARSHIP FUND
114 WOODY DRIVEBUTLERPA16001PCSCHOLARSHIP FUNDING$1,000
BELLEFONTE LACROSSE ASSOCIATION
84 LANDON DRIVEBELLEFONTEPA16823PCPROGRAM SUPPORT$1,500
BELMOUNT HOUSING FINANCIAL EDUCATIO
2393 MAIN STBUFFALONY14214PCJEFFERSON STREET PROJECT$22,500
BIG 30 CHARITIES CLASSIC
PO BOX 82BRADFORDPA16701PCSPONSORSHIP$6,000
BIG BROTHERS BIG SISTERS PITTSBURGH
5989 CENTRE AVE 1PITTSBURGHPA15206PCMENTORING PROGRAM FUNDING$7,500
BISHOP SHEEN HOUSING FOUNDATION IN
150 FRENCH ROADROCHESTERNY14618PCPROGRAM FUNDING$1,500
BISON FUND
284 DELAWARE AVEBUFFALONY14202PCANNUAL CELEBRATIN LUNCHEON SPONSORSH$2,500
BLESSING HOUSE
5440 GROVE AVELORAINOH44055PCPROGRAM FUNDING$1,000
BOYS AND GIRLS CLUB MUNCIE
1710 S MADISON STMUNCIEIN47302PCMENTOR CORPORATE SPONSORSHIP$3,250
BOYS AND GIRLS CLUB OF FORT WAYNE
2301 FAIRFIELD AVEFORT WAYNEIN46807PCEVENT SPONSORSHIP$4,000
BRADFORD AREA ALLIANCE
80 E CORYDON STBRADFORDPA16701PCINCUBATOR/ACCELERATOR BUILDING$30,000
BRADFORD EDUCATIONAL FOUNDATION
300 CAMPUS DRIVEBRADFORDPA16701PCBUILDING DONATION$40,000
BRADFORD FAMILY YMCA
1020 REED STOLEANNY14760PC2021 ANNUAL CAMPAIGN SPONSORSHIP$2,500
BUFFALO NIAGARA PARTNERSHIP
257 WEST GENESEE STBUFFALONY14203PCMEMBERSHIP AND SPONSORSHIP FUNDING$9,314
BUFFALO URBAN LEAGUE
15 GENESSE STBUFFALONY14203PCANNUAL GALA SPONSORSHIP$10,000
CAMERON COUNTY COMMUNITY CHEST
PO BOX 135EMPORIUMPA15834PCANNUAL CAMPAIGN CONTRIBUTION$2,500
CASA OF KOSCIUSKO COUNTY
121 N LAKE STWARSAWIN46580PCPROGRAM FUNDING$1,000
CATAPULT OF GREATER PITSSBURGH
100 N SHERIDAN AVEPITTSBURGHPA15206PCGALA SPONSORSHIP$1,000
CENTRE COUNTY FIRE COMPANY
207 N PENNSYLVANIA AVECENTRE HALLPA16828PCOPERATING EXPENSES 2 OF 3$4,000
CHATAUQUA HOME REHAB & IMPROVEMENT
2 ACADEMY STMAYVILLENY14757PCPROGAM FUNDING$5,000
CHAUTAUQUA OPPORTUNITIES
17 W COURTNEY STDUNKIRKNY14048PCPROGRAM FUNDING$2,000
CHILDREN'S ADVOCACY CENER OF RANDOL
122 S MERIDIAN STREETWINCHESTERIN47394PCPROGRAM FUNDING$2,000
CHRISTIAN MISS ALLI CHURCH COUDERSP
7 ALLIANCE AVECOUDERSPORTPA16915PCFOOD PANTRY FUNDING$2,000
CLASSROOM CONNECTION OF ECI
1318 S MADISON STMUNCIEIN47302PCCLASSROOM SUPPLY FUNDING$2,000
CLEARFIELD AREA UNITED WAY
18 N 2ND ST 4CLEARFIELDPA16830PCANNUAL CAMPAIGN SUPPORT$4,000
CLEARWATER CONSERVANCY OF CENTRAL P
2555 N ATHERTON STSTATE COLLEGEPA16803PCPROGRAM FUNDING$3,000
COACH MIKE EGTS FOUNDATION
14419 SMUGGLERS NOTCHFORT WAYNEIN46814PCSCHOLARSHIP$750
COMMONWEALTH CHARITABLE MANAGEMENT
270 LAKE AVEMONTROSEPA18801PCENGAGE - INDIANA$56,793
COMMUNITY BLOOD BANK
2646 PEACH STERIEPA16508PCDONOR APPRECIATION DAY SPONSORSHIP$2,000
COMMUNITY DEV CORP OF BUTLER COUNTY
120 HOLLYWOOD DRBUTLERPA16001PCMEMBERSHIP DUES$500
COMMUNITY FIRST FUND
51 S DUKE STLANCASTERPA17608PCPROGRAM FUNDING$1,000
COMMUNITY FOUNDATION OF GREATER BUF
726 EXCHANGE STREETBUFFALONY14210PCEAST SIDE CORRIDOR ECONOMIC DEVELOPM$20,000
COMMUNITY FOUNDATION OF LORAIN COUN
9080 LEAVITT RDELYRIAOH44035PCCONNECT TO A CAUSE SPONSORSHIP$1,500
COMMUNITY FOUNDATION OF WARREN COUN
310 2ND AVEWARRENPA16365PC2021 WARREN GIVES$5,000
COMMUNITY SERVICES OF VENANGO COUNT
206 SENECA STREETOIL CITYPA16301PCPROGRAM FUNDING$3,000
CROSSROADS UNITED WAY
601 CR 17ELKHARTIN46515PCPROGRAM FUNDING$2,500
CURWENSVILLE AREA SCHOOL DISTRICT
650 BEECH STREETCURWENSVILLEPA16833PCYOUTH DEV PROGRAM FUNDING$4,055
DEFIANCE AREA FOUNDATION
613 W 3RD STDEFIANCEOH43512PCPROGRAM FUNDING$5,000
DESTINATIONS BRADFORD
1 MAIN STBRADFORDPA16701PCSPONSORSHIP$1,000
DICKINSON CENTER INC
43 SERVIDEA DRRIDGWAYPA15853PCST. MARYS CAPITAL CAMPAIGN$20,000
ECONOMIC PROGRESS ALLIANCE
789 BESSEMER STMEADVILLEPA16335PCFRENCH CREEK DISTRICT INITIATIVE 2 O$10,000
ECOREHAB OF MUNCIE
405 S WALNUT STMUNCIEIN47305PCSTEP PROGRAM FUNDING$3,000
EL CENTRO
2800 PEARL AVENUELORAINOH44055PC2021 ANNUAL GALA FUNDING$5,000
ELLEN CURRY FOUNDATION
606 HOLLAND STERIEPA16501PCGOLF TOURNAMENT$1,300
ERIE CITY MISSION
1017 FRENCH STERIEPA16501PCPROGRAM FUNDING$2,500
ERIE DAWN
2816 ELMWOOD AVEERIEPA16508PCPROGRAM SPONSORSHIP$3,000
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
ERIN'S PURPOSE
550 WEST SPRING STBLOOMFIELDIN47424PCPROGRAM FUNDING$1,000
EULL A WILSON CENTER
1512 OXFORD STFORT WAYNEIN46806PCPROGRAM FUNDING$5,000
EVANS-KRIVAK GYNE CANCER RESEARCH
39 BERVA DRIVEBRADFORDPA16701PCPROGRAM FUNDING$1,000
FAMILY & COMMUNITY CHRISTIAN ASSOCI
378 CHESTNUT STMEADVILLEPA16335PCFUNDING$500
FIRST BAPTIST CHURCH FOOD PANTRY
500 LINCOLN DRIVEBLOOMFIELDIN47424PCPROGRAM FUNDING$1,000
FLOWER CITY HABITAT FOR HUMANITY
755 CULVER RDROCHESTERNY14609PCPROGRAM FUNDING$7,657
FOOD HELPERS
909 NATIONAL PIKE WESTBROWNSVILLEPA15417PCSPONSORSHIP$5,000
FOUNDATION FOR FREE ENTERPRISE
3076 W 12TH STERIEPA16505PCSPONSORSHIP$1,000
FRATERNAL ORDER OF POLICE NO 83
PO BOX 15WARRENPA16365PCPROGRAM FUNDING$2,000
FREE BOOKS FOR KIDS TOWN
306 2ND AVEWARRENPA16365PCPROGRAM FUNDING$1,000
FRIENDSHIP TABLE
21 E CORYDON STBRADFORDPA16701PCENDOWMENT FUNDING$1,000
FULTON THEATRE
12 N PRINCE STLANCASTERPA17608PCBREAK OUT PERFORMANCE CAMPAIGN$6,163
FUTURES REHABILITATION CENTER INC
1 FUTURES WAYBRADFORDPA16701PCCAPITAL CAMPAGIN FUNDING$5,000
GENESIS HOUSE
3575 ELYRIA AVELORAINOH44055PCPROGRAM FUNDING$1,000
GOOD KNIGHTS OF LORAIN COUNTY
1935 WILLIAMSBURG DRIVEAMHERSTOH44001PCPROGRAM FUNDING$5,000
GREATER ERIE AREA HABITAT FOR HUMAN
4922 PITTSBURG AVEERIEPA16509PCPROGRAM FUNDING$2,500
GREATER MUNCIE HABITAT FOR HUMANITY
1923 S HOYT AVEMUNCIEIN47302PCHOMEBUILDING PROGRAM FUNDING$8,000
GROUNDED STRATEGIES
6587 HAMILTON AVEPITTSBURGHPA15206PCPROGRAM FUNDING$5,000
GUARDIAN ANGEL CENTER INC
616 SUNSET RDST MARYSPA15857PCPROGRAM FUNDING$500
HABITAT FOR HUMANITY GREATER CENTRE
1155 ZION RDBELLEFONTEPA16823PCHOME BUILDING SPONSORSHIP$10,000
HABITAT FOR HUMANITY - MUNCIE
PO BOX 119MUNCIEIN47302PCSPONSORSHIP$2,500
HAMOT HEALTH FOUNDATION
100 STATE STERIEPA16507PCSPONSORSHIP$1,500
HAUPTMAN-WOODWARD MEDICAL RESEARCH
700 ELLICOTT STREETBUFFALONY14203PCSPONSORSHIP$1,800
HEADWATERS CHARITABLE TRUST
434 STATE STREET SUITE 1CURWENSVILLEPA16833PCPROGAM FUNDING$7,300
HEART OF INDIANA UNITED WAY
400 N HIGH STMUNCIEIN47305PCSPONSORSHIP$5,000
HELP-HARD
1138 ARROWHEAD DRWASHINGTONPA15301PCSUPPORT$2,000
HERSHEY FOOD BANK & COMMUNITY OUTRE
120 E DERRY RDHERSHEYPA17033PCPROGRAM FUNDING$1,500
HICKSVILLE COMMUNITY SERVICE CENTER
510 W HIGH STHICKSVILLEOH43526PCPROGRAM FUNDING$2,000
HONOR FLIGHT NORTHEAST INDIANA
PO BOX 5HUNTERTOWNIN46748PCPROGRAM FUNDING$1,500
HORSES OF HOPE INC
101 STOLTZFUS LNMILL HALLPA17751PCPROJECT FUNDING$3,000
HOUSING ALLIANCE OF PA
309 FLORENCE AVENUE SUITJENKINTOWNPA17044PCSPONSORSHIP$2,500
HOUSING TRANSITIONS INC
217 EAST NITTANY AVENUESTATE COLLEGEPA16801PCPROGRAM FUNDIGN$4,000
IBA FOUNDATION INC
8425 WOODFIELD CROSSING BINDIANAPOLISIN46240PCLEADS OF BANKINK EXCELLENCE$10,000
INDIANA BLACK EXPO
601 N SHORTRIDGE RDINDIANAPOLISIN46219PCPROGRAM FUNDING$15,000
INVISIBLE VETS LIMITED
9218 RIDGETREE DRIVEFORT WAYNEIN46819PCPROGRAM FUNDING$1,000
IROQUOIS SCHOOL DISTRCIT FOUNDATION
800 TYNDALL AVENUEERIEPA16511PCSPONSORSHIP$2,000
JEFFERSON DEFREES FAMILY CENTER
207 SECOND AVEWARRENPA16365PCTOUCH A TRUCK EVENT FUNDING$1,000
JOHNSTOWN AREA REGIONAL INDUSTRIES
245 MARKET STJOHNSTOWNPA15901PCTRAINING PROGRAM SUPPORT$3,000
JOHNSTOWN BUSINESS DISTRICT COALITI
PO BOX 882JOHNSTOWNPA15907PCPROGRAM FUNDING$4,000
JUBILEE MINISTRIES
235 S 12 STLEBANONPA17042PCDIGITAL SIGN PURCHASE$7,500
KANE AREA FOOD PANTRY
342 CHASE STKANEPA16735PCPROGRAM FUNDING$1,500
KANE COMMUNITY HOSPITAL FOUNDATION
4372 ROUTE 6KANEPA16735PCSTARTUP EXPENSES$5,000
KEDCO
207 S BUFFALO STWARSAWIN46580PCSPONSORSHIP$5,000
LANCASTER LEBANON HABITAT FOR HUMAN
443 FAIRVIEW AVELANCASTERPA17603PCHOMEBUILDING PROGRAM FUNDING$3,000
LANCASTER SCIENCE FACTORY
454 NEW HOLLAND AVENUELANCASTERPA17602PCPROGRAM FUNDING$2,500
LATINOS UNIDOS OF YORK
14 WEST MARKET STREETYORKPA17401PCPROGRAM FUNDING$2,337
LEADERSHIP LORAIN COUNTY
1206 E BROAD STELYRIAOH44035PCSIGNATURE PROGRAM FUNDING$2,500
LEBANON VALLEY CHAMBER FOUNDATION
989 QUENTIN ROADLEBANONPA17042PCSCHOLARSHIP FUNDING$2,000
LONG'S PARK AMPHITHEATER FOUNDATION
1441 HARRISBURGH PIKELANCASTERPA17601PCPROGRAM FUNDING$1,000
LORAIN COUNTY COMM COLLEGE FOUNDATI
1005 ABBE ROAD NORTH CC22ELYRIAOH44035PCSPONSORSHIP$6,250
LORAIN COUNTY HEALTH & DENTISTRY
260 S MAIN STOBERLINOH44074PCSPONSORSHIP$7,075
LORAIN COUNTY URBAN LEAGUE
200 MIDDLE AVEELYRIAOH44035PCCORPORATE SPONSORSHIP$3,000
MADIS HOPE FOUNDAITON
8425 WOODFIELD CROSSING BINDIANAPOLISIN46240PCPROGRAM FUNDING$3,500
MEADVILLE PUBLIC LIBRARY
848 N MAIN STMEADVILLEPA16335PCSUPPORT$1,417
MERCY CENTER OF WOMEN
1039 E 27 STERIEPA16504PCPROGRAM FUNDING$10,000
MERCY HEALTH FOUNDATION LORAIN
3700 KOLBE ROADLORAINOH44053PCSUPPORT$5,000
MT OLIVE EDU SCHOLARSHIP MINISTRY
701 E DELAVAN AVEBUFFALONY14215PCSPONSORSHIP$5,000
MUNCIE LAND BANK
PO BOX 1271MUNCIEIN47308PCFUNDING$1,500
NATIONAL VETERANS MEMORIAL AND MUSE
300 W BROAD STCOLUMBUSOH43215PCSPONSORSHIP$20,000
NEAR NORTHWEST NEIGHBORHOOD
PO BOX 1132SOUTH BENDIN46624PCSPONSORSHIP AND FUNDING$4,000
NEIGHBORHOOD ALLIANCE
1536 E 30TH STLORAINOH44055PCPROGRAM FUNDING$8,000
NIAGARA FALLS FIREFIGHTERS TOY FUND
611 BUFFALO AVENUENIAGARA FALLSNY14304PCSPONSORSHIP$1,000
OBERLIN COMMUNITY SERVICES
500 E LORAIN STOBERLINOH44074PCPROGRAM FUNDING$6,256
OPEN ARMS MINISTRY
PO BOX 271SWITZ CITYIN47465PCPROGRAM FUNDING$1,500
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$17,500
PINNACLE HEALTH
PO BOX 8700HARRISBURGPA17105PCTRANSFORM THE TRAIL CAMPAIGN$10,000
PITTSBURGH COMMUNITY REINVESTMENT G
1901 CENTRE AVENUEPITTSBURGHPA15219PCFUNDING$5,000
PITTSBURGH URBAN CHRISTIAN SCHOOL
809 CENTER STPITTSBURGHPA15221PCSPONSORSHIP$1,000
RANDOLPH CENTER VETERANS SHELTER I
315 OAK STREETWINCHESTERIN47394PCPROGRAM FUNDING$2,000
REDBANK VALLEY HISTORICAL SOCIETY
301 BROAD STREETNEW BETHLEHEMPA16242PCPROJECT FUNDING$2,000
RESOURCE COUNCIL OF WNY INC
347 E FERRY STBUFFALONY14208PCAFTER-SCHOOL PROGRAM FUNDING$5,000
RIDGWAY PUBLIC LIBRARY
329 CENTER STRIDGWAYPA15853PCPRESERVATION PROJECT$5,000
SAFENET
1702 FRENCH STERIEPA16501PCPROGRAM FUNDING$4,000
SALVATION ARMY LEBANON CORPS
1031 GUILFORD STLEBANONPA17046PCPROGRAM FUNDING 1OF 2$2,000
SCORE BUFFALO NIAGARA
130 S ELMWOOD AVEBUFFALONY14202PCSPONSORSHIP$2,500
SECOND HARVEST FOOD BK OF NCENTRAL
5510 BAUMHART RDLORAINOH44053PCMEAL PROGRAM FUNDING$8,000
SHARPSBURG NEIGHBORHOOD ORGANIZATIO
511 S MAIN STREETPITTSBURGHPA15215PCPROGRAM FUNDING$1,000
SHEFFIELD AREA ECUMENICAL FOOD PANT
106 CHURCH STREETSHEFFIELDPA16347PCPROGRAM FUNDING$2,000
SMALL BUSINESS JUMP START
430 - 13TH STFRANKLINPA16323PCSPONSORSHIP$1,000
SPECIAL OLYMPICS OF WARREN COUNTY
PO BOX 752WARRENPA16365PCANNUAL GOLF OUTING SPONSORSHIP$1,000
ST MARTIN'S CENTER
1701 PARADE STERIEPA16503PCPROGRAM FUNDING$10,000
STRUTHERS LIBRARY THEATRE
302 W THIRD AVEWARRENPA16365PCSPONSORSHIP$25,000
SWEET DREAMS FOR RANDOLPH COUNTY KI
536 W FRANKLIN STREETWINCHESTERIN47394PCBED CONSTRUCTION FUNDING$2,000
THE ART LEADERSHIP CENTER
207 E DEWALD STFORT WAYNEIN46803PCPROGRAM FUNDING$1,000
THE BUFFALO SABRES FOUNDATION
ONE SEYMOUR H KNOX III PBUFFALONY14203PCSPONSORSHIP$4,000
THE CARING CUPBOARD
525 S 8TH STREETLEBANONPA17042PCPROGRAM FUNDING$2,000
THE CENTER FOR YOUTH
905 MONROE AVEROCHESTERNY14620PCPROGRAM FUNDING$2,500
THE ERIE DOWNTOWN DEVELOPMENT CORP
100 STATE ST STE 700ERIEPA16057PCDEDEVELOPMENT/REVITALIZATION PROGRAM$25,000
THE ERIE PLAYHOUSE
13 W 10TH STERIEPA16501PCPROGRAM FUNDING$4,000
THE GUARDIAN CENTER
110 CAMPUS DRIVEBRADFORDPA16701PCPROGRAM FUNDING$6,250
THE LCADA WAY
2115 WEST PARK DRIVELORAINOH44053PCFUNDING$1,500
THE LUTHERAN HOME OF KANE
100 HIGH POINT DRKANEPA16735PCPROGRAM FUNDING$1,000
THE MARY LEE TUCKER FUND INC
2500 WEST ERIE AVELORAINOH44052PCPROGRAM FUNDING$6,500
THE SALVATION ARMY
119 E CHURCH STLOCK HAVENPA17745PCPROGRAM FUNDING$3,000
THE SERVICE COLLABORATIVE
173 ELM STREETBUFFALONY14203PCSPONSORSHIP$1,500
TITUSVILLE UNITED WAY
208 W SPRING STTITUSVILLEPA16354PCANNUAL CAMPAIGN$1,800
UNITED FUND OF WARREN COUNTY
308 MARKET STREET PO BOXWARRENPA16365PCANNUAL CAMPAIGN EMPLOYEE MATCH$60,000
UNITED WAY BRADFORD AREA
161 MAIN STREET PO BOX 5BRADFORDPA16701PCFUNDING$7,000
UNITED WAY OF BUFFALO & ERIE COUNTY
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$8,201
UNITED WAY OF GREATER NIAGARA
6420 INDUCON DRIVESANBORNNY14132PCANNUAL CAMPAIGN CONTRIBUTION$5,000
UNITED WAY OF SOUTHWESTERN PA
1250 PENN AVEPITTSBURGHPA15222PCFUNDING$10,000
UNITED WAY OF ST JOSEPH COUNTY
3517 E JEFFERSON BLVDSOUTH BENDIN46615PCSPONSORSHIP$2,070
UNITED WAY OF ST MARYS
44 S ST MARYS STST MARYSPA15857PCANNUAL CAMPAIGN$2,000
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$10,000
VARIETY CLUB OF BUFFALO
6114 BROADWAYLANCASTERNY14086PCPROGRAM FUNDING$20,000
VOICES FOR INDEPENDENCE
1432 WILKINS ROADERIEPA16505PCSPONSORSHIP$1,166
WARREN COUNTY 4TH OF JULY ORGANIZAT
PO BOX 434WARRENPA16365PCPROGRAM FUNDING$1,000
WARREN COUNTY DEVELOPMENT ASSOCIATI
308 MARKET STREETWARRENPA16365PCSPECIAL PROJECTS FUND SUPPORT$5,000
WARREN COUNTY YMCA
212 LEXINGTON AVEWARRENPA16365PCOUTDOOR FITNESS PROJECT$5,000
WARREN FOREST ECONOMIC OPP COUNCIL
1209 PENNSYLVANIA AVENUEWARRENPA16365PCPROGRAM FUNDING$5,000
WARREN GENERAL HOSPITAL
2 CRESCENT PARK WESTWARRENPA16365PCSPONSORSHIP$5,000
WARREN LIBRARY ASSOCIATION
205 MARKET STWARRENPA16365PCCAPITAL CAMPAIGN$20,000
WE ARE WOMAN WARRIORS
661 HILLTOP RDMYERSTOWNPA17067PCPROGRAM FUNDING$5,000
WEE CARE CLOSET
4456 N ABBE RDSHEFFIELD VILLAGEOH44054PCPROGRAM FUNDING$1,000
WEPA EMPOWERMENT CENTER
661 HILL TOP ROADMYERSTOWNPA17067PCFUNDING$7,500
WHEELER MISSION
PO BOX 3085INDIANAPOLISIN46206PCSPONSORSHIP$2,500
WHITE ROSE LEADERSHIP INSTITUTE
2 W MARKET STYORKPA17401PCPROGRAM FUNDING$1,500
WNY HEROES
1001 E DELAVAN AVEBUFFALONY14215PCSPONSORSHIP$2,500
YORK COUNTY LITERACY COUNCIL
800 EAST KING STREETYORKPA17403PCRELOCATION EXPENSES 2 OF 3$2,500
YOUNG LIFE
212 E 16TH STREETINDIANAPOLISIN46202PCPROGRAM FUNDING$5,000
YWCA - LANCASTER
110 N LIME STLANCASTERPA17602PCCAMPAIGN FUNDING$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,036,004TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$13ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,035,330ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion-$353ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,034,990ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,034,990TotalIncomeProducingActyAmt

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$1,712Amt
Net Investment Income$1,712NetInvestmentIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockNORTHWEST BANCSHARES INC.StockNm
EOY Book Value$12,775,650EOYBookValueAmt
EOYFMV$17,860,359EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MONEY MARKETAT COST$71,299$71,299
MUTUAL FUNDSAT COST$812,254$797,030

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$18,691Amt
Net Investment Income$18,691NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAX EXPENSECategoryTxt
Amt$14,375Amt