CHARLES KNOX AND MARGARET C ETNERFOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES KNOX AND MARGARET C ETNERFOUNDATION (EIN 20-4200423)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-13
- IRS object ID
- 202333179349101693
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- All Oth Prog Rltd Investments Sch
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-13T11:21:43-08:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 240756925 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Citizens & Northern Bank | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 90-92 Main St | AddressLine1Txt |
| City | Wellsboro | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204200423 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES KNOX & MARGARET C ETNER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAR | BusinessNameControlTxt |
| Phone | 5707240243 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CITIZENS NORTHERN BK TRUSTEE 90-92 | AddressLine1Txt |
| City | WELLSBORO | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16901 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LYNNE M SMITH | PersonNm |
| Person Title | AVP AND TAX OFFICER | PersonTitleTxt |
| Phone | 5707240243 | PhoneNum |
| Signature | 2023-05-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LYNNE | PersonFirstNm |
| Person Last | SMITH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NOLAN LOHR | PreparerPersonNm |
| PTIN | P03048581 | PTIN |
| Phone | 5707248575 | PhoneNum |
| Preparation | 2023-11-13 | PreparationDt |
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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,250,543 | 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 | $647 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $647 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $54,945 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $54,945 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $76,004 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $380,869 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $76,004 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $131,596 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $131,596 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $23,667 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $16,567 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $7,100 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $965 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $965 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $382 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $95 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $6 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $25,020 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,668 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,065 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $95,928 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $95,928 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $120,948 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,668 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $103,993 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $10,648 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $114,928 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $103,708 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $61,604 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $61,604 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| US Government Obligations BOY | $30,530 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $20,140 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $16,831 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,002,680 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,014,568 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,273,187 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $713,294 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $800,770 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $681,699 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $235,936 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $199,714 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $217,222 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,086,148 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,096,796 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,250,543 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,086,148 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,096,796 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,086,148 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,096,796 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,086,148 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,096,796 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,086,148 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $10,648 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,096,796 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,096,796 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $380,869 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $304,865 | CostOrOtherBasisAmt |
| Gain Or Loss | $76,004 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $76,004 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $76,004 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,597 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,597 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,597 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,600 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $3,600 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$3,600 | OriginalReturnOverpaymentAmt |
| Overpayment | $2,003 | OverpaymentAmt |
| Applied To ES Tax | $2,003 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITIZENS & NORTHERN BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5707240243 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 90-92 MAIN STREET | AddressLine1Txt |
| City | WELLSBORO | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| CITIZENS & NORTHERN BANK | ||||||||
| 90-92 MAIN STREET | WELLSBORO | PA | 16901 | TRUSTEE | 10.00 | $23,667 | $0 | $0 |
| THOMAS RUDY | ||||||||
| 10 NICHOLS STREET | WELLSBORO | PA | 16901 | C&N BANK REP | 5.00 | $0 | $0 | $0 |
| JOHN WHEELER | ||||||||
| 14 CRAFTON STREET | WELLSBORO | PA | 16901 | WELLSBORO BOROUGH MAYOR | 5.00 | $0 | $0 | $0 |
| ALANNA HUCK | ||||||||
| 227 NICHOLS STREET | WELLSBORO | PA | 16901 | WELLSBORO AREA SCHOOLS SUPT | 5.00 | $0 | $0 | $0 |
| JULIE HENRY | ||||||||
| 114 MAIN STREET | WELLSBORO | PA | 16901 | WELLSBORO AREA CHAMBER OF COMMERCE REP | 5.00 | $0 | $0 | $0 |
| AMY DECAMP | ||||||||
| 13 BERWART STREET | WELLSBORO | PA | 16901 | BOARD MEMBER | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,357,674 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $64,213 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,421,887 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,421,887 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $36,328 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,385,559 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $119,278 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $119,278 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,597 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,597 | TotalTaxAmt |
| Distributable Before Adj | $117,681 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $117,681 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $117,681 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $103,993 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $103,993 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $117,681 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $103,993 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $103,993 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $13,688 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WELLSBORO CHAMBER OF COMMERCE CO JU | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 114 MAIN STREET 1 | AddressLine1Txt |
| City | WELLSBORO | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5707243801 | RecipientPhoneNum |
| Form And Info And Materials | SUBMIT FORMAL LETTER OF APPLICATION AND ATTACH COPY OF 501(C)(3) ORGANIZATION DETERMINATION LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | BY APRIL 1 OR SEPTEMBER 1 OF EACH YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | AWARDS ARE LIMITED TO QUALIFIED SECTION 501(C)(3) CHARITIES OR GOVERNMENTS WITHIN THE WELLSBORO (PA) AREA SCHOOL DISTRICT | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| WELLSBORO TEEN CENTER INC | ||||||
| PO BOX 455 | WELLSBORO | PA | 16901 | PUBLICCHARITY | SUPPLIES ANDOPERATING COSTSREPLACE AGING EQUIPMENT | $3,400 |
| DEANE CENTER FOR THE PERFORMING ARTS INC | ||||||
| 104 MAIN STREET | WELLSBORO | PA | 16901 | PUBLICCHARITY | OUTDOORPARK | $7,000 |
| WELLSBORO COMMUNITY CONCERT ASSOC | ||||||
| PO BOX 102 | WELLSBORO | PA | 16901 | PUBLICCHARITY | PERFORMER FEESSOUNDMAN FEESOUTREACH EFFORTS | $1,500 |
| WELLSBORO FOUNDATION INC | ||||||
| 114 MAIN STREET | WELLSBORO | PA | 16901 | PUBLICCHARITY | VARIOUSPROJECTS | $41,835 |
| EMMF | ||||||
| 130 MAIN STREET | WELLSBORO | PA | 16901 | PUBLICCHARITY | EDUCATIONAL ANDCULTURAL OUTREACH | $2,500 |
| TIOGA PARTNERSHIP FOR COMMUNITY HEALTH | ||||||
| 33 PEARL ST | WELLSBORO | PA | 16901 | PUBLICCHARITY | TIOGA COUNTYTRAIL PROJECT | $12,500 |
| UPPER PINE CREEK SPORTSMEN ASSOCIATION | ||||||
| 599 BABYLON ROAD | GAINES | PA | 16921 | PUBLICCHARITY | YOUTH FISHINGDERBY | $1,500 |
| WELLSBORO LITTLE LEAGUE | ||||||
| PO BOX 585 | WELLSBORO | PA | 16901 | PUBLICCHARITY | 5 PICNIC BENCHES | $1,600 |
| GMEINER ART & CULTURAL CENTER | ||||||
| 134 MAIN STREET | WELLSBORO | PA | 16901 | PUBLIC CHARITY | SMOKE ALARM SYSTEM | $785 |
| HIS THOUSAND HILLS MINISTRIES | ||||||
| 458 PHIPPEN ROAD | WELLSBORO | PA | 16901 | PUBLICCHARITY | UPGRADE ANDENHANCE FACILITIES | $2,500 |
| ST PAUL'S EPISCOPAL CHURCH | ||||||
| PO BOX 701 | WELLSBORO | PA | 16901 | PUBLICCHARITY | LOCAL MUSICSCHOLAR PROGRAM | $2,000 |
| ROCK L BUTLER MIDDLE SCHOOL | ||||||
| 9 NICHOLS ST | WELLSBORO | PA | 16901 | PUBLICCHARITY | PURCHASE CNCROUTER FOR TECHED CLASS | $2,558 |
| WELLSBORO GLASS HISTORICAL ASSOCIATION | ||||||
| 80 MAIN STREET | WELLSBORO | PA | 16901 | PUBLICCHARITY | SUPPLIES AND EQUIPMENT | $1,250 |
| SUSQUEHANNA HEALTH FOUNDATION | ||||||
| 1001 GRAMPIAN BOULEVARD | WILLIAMSPORT | PA | 17701 | PUBLICCHARITY | CAMPAIGN TO FUNDMOBILE HEALTH UNIT | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $95,928 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $647 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $54,945 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $76,004 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $131,596 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $131,596 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | N/A | LineNumberTxt |
| Relationship Statement | NOT APPLICABLE | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | NONAB & CO #3895 | AssetDesc |
| Acquired | 2022-01 | AcquiredDt |
| How Acquired | Purchased | HowAcquiredTxt |
| Sold | 2022-12 | SoldDt |
| Gross Sales Price | $380,869 | GrossSalesPriceAmt |
| Basis | $304,865 | BasisAmt |
| Total Net | $76,004 | TotalNetAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | INVESTMENTS - FIXED ASSETS (LOSS US GOVT OBLIG) | BondNm |
| EOY Book Value | $800,770 | EOYBookValueAmt |
| EOYFMV | $681,699 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS - EQUITY | StockNm |
| EOY Book Value | $1,014,568 | EOYBookValueAmt |
| EOYFMV | $1,273,187 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $20,140 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $16,831 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS - ALTERNATIVES | CategoryOrItemTxt |
| Book Value | $199,714 | BookValueAmt |
| EOYFMV | $217,222 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADR FEES | Desc |
| Revenue And Expenses Per Books | $6 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $6 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAX | $287 | |
| FOREIGN DIVIDEND TAX | $95 | $95 |