HOYT FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HOYT FOUNDATION (EIN 25-6064468)
- Tax period
- 2020-11-01 to 2021-10-31
- Filed
- 2022-03-14
- IRS object ID
- 202240739349100629
- Schema version
- 2020v4.2
- 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 Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-03-14T15:47:00-05:00 | ReturnTs |
| Tax Period End | 2021-10-31 | 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 | 2020-11-01 | 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 | 2022-03-11 | 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 | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $40,676,688 | 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 | $25 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $25 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $682,045 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $621,721 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,652,877 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,052,279 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,652,877 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $731,213 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $702,581 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,066,160 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,977,204 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $148,155 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $148,155 | 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 |
| Legal Fees Rev And Expnss | $12,315 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,250 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $11,065 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,416 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,416 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $173,756 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $173,756 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $101,303 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,507 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $105,387 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $105,387 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $11,446 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $11,446 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,332 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,332 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $14,301 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $14,301 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $597,618 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $286,900 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $215,922 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,566,711 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,566,711 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,164,329 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $286,900 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,782,633 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $901,831 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,690,304 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $76,423 | CashBOYAmt |
| Cash EOY | $20,995 | CashEOYAmt |
| Cash EOYFMV | $20,995 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,143,203 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $979,834 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $979,834 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $17,868,625 | CorporateStockBOYAmt |
| Corporate Stock EOY | $18,820,863 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $28,999,369 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,114,767 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,533,674 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,595,330 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,811,355 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,666,225 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,852,160 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $3,761,010 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,655,623 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,229,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $28,775,383 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,677,214 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $40,676,688 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $28,775,383 | CapitalStockBOYAmt |
| Capital Stock EOY | $29,677,214 | 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 | $28,775,383 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $29,677,214 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $28,775,383 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $29,677,214 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $28,775,383 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $901,831 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $29,677,214 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $29,677,214 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $8,726,859 | $7,399,402 | $1,327,457 | $1,327,457 |
| CAPITAL GAINS DIVIDENDS | P | $325,420 | $325,420 | $325,420 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,652,877 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $37,395 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $37,395 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $37,395 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $92,465 | 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 | $92,465 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $55,070 | OverpaymentAmt |
| Applied To ES Tax | $55,070 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | $62,475 | $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 | $165,768 | 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 $232,057 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 | $239,557 | 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 | $33,269,603 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,435,761 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,229,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $37,934,364 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $37,934,364 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $569,015 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $37,365,349 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,868,267 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,868,267 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $37,395 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $37,395 | TotalTaxAmt |
| Distributable Before Adj | $1,830,872 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,830,872 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,830,872 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,782,633 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,782,633 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,782,633 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,830,872 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $147,799 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $147,799 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,782,633 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,782,633 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $48,239 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $48,239 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $99,560 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $99,560 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $99,560 | ExcessFromYear2Amt |
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 (164 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| LAWRENCE COUNTY HABITAT FOR HUMANITY | |||||||
| 708 HIGHLAND AVE | NEW CASTLE | PA | 16101 | N/A | PC | GENERAL SUPPORT | $1,000 |
| UPMC HORIZON COMMUNITY HEALTH FOUNDATION | |||||||
| 2200 MEMORIAL DR | FARRELL | PA | 16121 | N/A | PC | GENERAL SUPPORT | $37,500 |
| AMERICAN LEGION CHARITIES INC | |||||||
| 700 N PENNSYLVANIA ST | INDIANAPOLIS | IN | 46206 | N/A | PC | GENERAL SUPPORT | $100,000 |
| COMMUNITY FOUNDATION OF WESTERN PA & EASTERN OHIO | |||||||
| 7 WEST STATE STREET STE 301 | SHARON | PA | 16146 | N/A | PC | GENERAL SUPPORT | $1,000 |
| MEALS ON WHEELS OF NEW CASTLE | |||||||
| P O BOX 5122 | NEW CASTLE | PA | 16105 | N/A | PC | GENERAL SUPPORT | $1,560 |
| ELLWOOD CITY HISTORICAL SOCIETY | |||||||
| 310 FIFTH STREET | ELLWOOD CITY | PA | 16117 | N/A | PC | GENERAL SUPPORT | $500 |
| LAWRENCE COUNTY ART CONTEST | |||||||
| 430 COURT STREET | NEW CASTLE | PA | 16101 | N/A | PC | GENERAL SUPPORT | $500 |
| LAWRENCE COUNTY (PARENTINGTRUANCY) | |||||||
| 1001 E WASHINGTON ST | NEW CASTLE | PA | 16101 | N/A | PC | GENERAL SUPPORT | $990 |
| 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 | $13,500 |
| UNITED WAY OF LAWRENCE COUNTY | |||||||
| 223 N MERCER ST | NEW CASTLE | PA | 16101 | N/A | PC | GENERAL SUPPORT | $300 |
| LAWRENCE COUNTY YOUNG GUNS | |||||||
| 2403 WOODLAND HILLS DRIVE | NEW CASTLE | PA | 16101 | N/A | PC | GENERAL SUPPORT | $5,000 |
| WESTMINSTER COLLEGE | |||||||
| 319 SOUTH MARKET STREET | NEW WILMINGTON | PA | 16172 | N/A | PC | GENERAL SUPPORT | $580,000 |
| LAWRENCE COUNTY REGIONAL CHAMBER | |||||||
| 325 EAST WASHINGTON STREET | NEW CASTLE | PA | 16101 | N/A | PC | GENERAL SUPPORT | $352,500 |
| LAWRENCE COUNTY YMCA | |||||||
| 20 W WASHINGTON ST | NEW CASTLE | PA | 16101 | N/A | PC | ANNUAL CAMPAIGN | $1,000 |
| LAWRENCE COUNTY HISTORICAL SOCIETY | |||||||
| 430 COURT STREET | NEW CASTLE | PA | 16101 | N/A | PC | ART CONTEST | $5,000 |
| MORGAN ALLWINE | |||||||
| 114 CAYUGA ST | NEW CASTLE | PA | 16102 | N/A | I | COLLEGE SCHOLARSHIP | $3,475 |
| SHANE ANNARUMO | |||||||
| 247 CURRIE LANE | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $1,575 |
| DANIELLE BAIN | |||||||
| P O BOX 317 139 PITTS STREET | WAMPUM | PA | 16157 | N/A | I | COLLEGE SCHOLARSHIP | $1,575 |
| MADISON BARTON | |||||||
| 728 TODD AVENUE | ELLWOOD CITY | PA | 16117 | N/A | I | COLLEGE SCHOLARSHIP | $1,575 |
| MELANIE BERKEBILE | |||||||
| 142 E GARFIELD AVENUE | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $3,475 |
| PAIGE BETHUNE | |||||||
| 800 A SANKEY STREET | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $1,575 |
| ASHTON CAMEROT | |||||||
| 923 TEMPLE AVENUE | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $3,475 |
| JAIME CAMPBELL | |||||||
| 305 E NORTHVIEW AVENUE | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $1,575 |
| EMILY COY | |||||||
| 1431 MILE HILL ROAD | ELLWOOD CITY | PA | 16117 | N/A | I | COLLEGE SCHOLARSHIP | $500 |
| JAMES DIMUCCIO | |||||||
| 408 E MAITLAND LANE | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $1,575 |
| RACHELLE DONEGAN | |||||||
| 3010 WEST STATE STREET | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $1,575 |
| ANTHONY DOVIDIO | |||||||
| 111 BUENA VISTA WAY | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $3,475 |
| NATALIA GRECO | |||||||
| 529 HAZEL AVENUE | ELLWOOD CITY | PA | 16117 | N/A | I | COLLEGE SCHOLARSHIP | $3,475 |
| SKYLA GRECO | |||||||
| 529 HAZEL AVENUE | ELLWOOD CITY | PA | 16117 | N/A | I | COLLEGE SCHOLARSHIP | $1,575 |
| ERIC GROVES | |||||||
| 108 W LINCOLN AVENUE | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $450 |
| SYDNEY GURNEAL | |||||||
| 334 WOODLAND DRIVE | PULASKI | PA | 16143 | N/A | I | COLLEGE SCHOLARSHIP | $2,525 |
| 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 | $2,000 |
| BROOKE HEABERLIN | |||||||
| 605 FORDING ROAD | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $500 |
| JENNA HOGUE | |||||||
| 313 KATHLEEN DRIVE APT 714 | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $1,575 |
| JOSHUA HOGUE | |||||||
| 313 KATHLEEN DRIVE APT 714 | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $1,575 |
| CASSANDRA HUSTON | |||||||
| 535 WEST POLAND ROAD | BESSEMER | PA | 16112 | N/A | I | COLLEGE SCHOLARSHIP | $1,575 |
| SAMANTHA HUSTON | |||||||
| 535 WEST POLAND ROAD | BESSEMER | PA | 16112 | N/A | I | COLLEGE SCHOLARSHIP | $2,817 |
| BRIANNA KNIS | |||||||
| 3254 GREENTREE CIRCLE | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $3,475 |
| MICHAEL KNIS | |||||||
| 3254 GREENTREE CIRCLE | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $3,475 |
| CAN LIN | |||||||
| 1500 W STATE STREET | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $781 |
| LINDSEY LITRENTA | |||||||
| 214 EDGEWOOD AVENUE | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $1,050 |
| RIANNA LYDEN | |||||||
| 115 E SHERIDAN AVENUE | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $1,575 |
| SPENCER MASON | |||||||
| 416 VAN GORDER MILL ROAD | ELLWOOD CITY | PA | 16117 | N/A | I | COLLEGE SCHOLARSHIP | $950 |
| JASON MOLLICK | |||||||
| 227 E LAUREL AVENUE | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $2,950 |
| ZACHARY MONSTWIL | |||||||
| 830 ARLINGTON AVENUE | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $1,575 |
| STUART MOORE | |||||||
| 507 SHENANGO PARK DRIVE | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $3,475 |
| CHRISTOPHER NILES | |||||||
| 806 BARBRA LANE | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $950 |
| ALEXIS ONESTAK | |||||||
| 3223 HIGH HILL ROAD | WEST MIDDLESEX | PA | 16159 | N/A | I | COLLEGE SCHOLARSHIP | $1,050 |
| KATELYN PEAK | |||||||
| 213 PEARSON STREET | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $1,575 |
| BRYAN PETERSON | |||||||
| 1905 JACKSON AVENUE | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $1,575 |
| CAROLYN PETERSON | |||||||
| 1905 JACKSON AVENUE | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $1,575 |
| HALEY PIATT | |||||||
| 220 S WAYNE STREET | NEW CASTLE | PA | 16102 | N/A | I | COLLEGE SCHOLARSHIP | $1,575 |
| BAILEY PILCH | |||||||
| 1108 MATILDA AVENUE | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $950 |
| SHAE-LYNN QUINN | |||||||
| 38 PEARLWOOD STREET | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $2,525 |
| JASILYN RANKIN | |||||||
| 314 E FAIRMONT AVENUE | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $1,500 |
| SOPHIA RANKIN | |||||||
| 314 E FAIRMONT AVENUE | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $1,050 |
| ISABELLA RAPONE | |||||||
| 137 E LEASURE AVENUE | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $1,050 |
| SOPHIA RAPONE | |||||||
| 137 E LEASURE AVENUE | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $2,000 |
| JAYDEN REED-WILLIAMS | |||||||
| 2880 OLD PULASKI ROAD | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $2,000 |
| ABBEY SALOMON | |||||||
| 9 LILAC ROAD | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $3,475 |
| KATHERINE SCHILLING | |||||||
| 714 4TH STREET | ELLWOOD CITY | PA | 16117 | N/A | I | COLLEGE SCHOLARSHIP | $500 |
| PAIGE SHAFTIC | |||||||
| 104 E SHERIDAN AVENUE | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $450 |
| MARIAH SHEPHERD | |||||||
| 937 WARREN 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 | $3,475 |
| JOSSELYN SLAGLE | |||||||
| 2441 EASTBROOK ROAD | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $1,575 |
| BAILEE SMOOT | |||||||
| 209 W MEYER AVENUE | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $1,575 |
| BREONNA STREIT | |||||||
| 924 BRIDGE STREET | ELLWOOD CITY | PA | 16117 | N/A | I | COLLEGE SCHOLARSHIP | $2,000 |
| ALEXIS THOMPSON | |||||||
| 1715 E WASHINGTON STREET | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $3,475 |
| JONAH WARNER | |||||||
| 301 E HILLCREST AVENUE | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $2,950 |
| CALEB WOOLEY | |||||||
| 3969 MITCHELL ROAD | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $3,475 |
| ABIGAIL WRIGHT | |||||||
| 1813 EASTBROOK ROAD | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $950 |
| JESSE WRIGHT | |||||||
| 1813 EASTBROOK ROAD | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $950 |
| JERIANNE ZONA | |||||||
| 515 NORWOOD AVENUE | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $500 |
| MATTHEW BALL | |||||||
| 235 E FAIRMONT AVENUE | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $1,575 |
| JADE CLARKE | |||||||
| 1210 FINCH STREET | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $1,575 |
| MADISON CONLEY | |||||||
| 910 LORAINE AVENUE | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $950 |
| MORGAN DAILY | |||||||
| 820 VOGAN STREET | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $1,900 |
| NICOLETTA DONOFRIO | |||||||
| 1014 WARREN AVENUE | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $2,570 |
| RACHAEL GENNOCK | |||||||
| 1008 ROSE AVENUE | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $2,520 |
| LEAH HICKMAN | |||||||
| 230 BEECHWOOD ROAD | NEW WILMINGTON | PA | 16142 | N/A | I | COLLEGE SCHOLARSHIP | $1,050 |
| CAELY HOVANEC | |||||||
| 110 SHANNON AVENUE | NEW CASTLE | PA | 16102 | N/A | I | COLLEGE SCHOLARSHIP | $2,525 |
| MADISON KESSLER | |||||||
| 1720 E WASHINGTON STREET | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $153 |
| ANTHONY LITRENTA | |||||||
| 214 E EDGEWOOD AVENUE | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $2,000 |
| CHRISTOPHER LITRENTA | |||||||
| 3484 PLANK ROAD | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $3,024 |
| RACHEL LYDEN | |||||||
| 115 E SHERIDAN AVENUE | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $1,575 |
| MICHAEL MASS | |||||||
| 418 E LEASURE AVENUE | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $1,450 |
| DYLAN MARSHALL | |||||||
| 825 ALLEGHENY AVENUE | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $2,000 |
| JULIAN MEDINA | |||||||
| 508 E LEASURE AVENUE | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $1,575 |
| JENSEN MILLER | |||||||
| 4612 MATTHEWS ROAD | EDINBURG | PA | 16116 | N/A | I | COLLEGE SCHOLARSHIP | $3,475 |
| DANIEL MINEOK | |||||||
| 118 E EUCLID AVENUE | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $450 |
| ANDREW PALMER | |||||||
| 594 WURTEMBURG ROAD | ELLWOOD CITY | PA | 16117 | N/A | I | COLLEGE SCHOLARSHIP | $950 |
| MEGAN PARK | |||||||
| 1012 SHAFFER ROAD | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $3,475 |
| BRANDON PARRY | |||||||
| 116 OKINAWA DRIVE | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $2,525 |
| MAURA PATTERSON | |||||||
| 3244 EASTBROOK VOLANT ROAD | VOLANT | PA | 16156 | N/A | I | COLLEGE SCHOLARSHIP | $1,450 |
| ANGELO PERROTTA | |||||||
| 1020 ADAMS STREET | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $3,475 |
| TAYLOR PHILLIPS | |||||||
| 918 HARRISON STREET | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $1,575 |
| RYAN POPOVICH | |||||||
| 4393 HILLSVILLE ROAD | PULASKI | PA | 16143 | N/A | I | COLLEGE SCHOLARSHIP | $950 |
| HUNTER ROZZI | |||||||
| 102 WILSON ROAD | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $3,467 |
| LACEY SALOMON | |||||||
| 9 LILAC ROAD | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $3,475 |
| JEFF SHAFTIC | |||||||
| 104 E SHERIDAN AVENUE | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $950 |
| SAVANNA TERRACIO | |||||||
| 110 E WALLACE AVENUE | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $2,000 |
| ZAYNA WAGNER | |||||||
| 1006 WOODLAND AVENUE | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $3,475 |
| UPMC JAMESON HEALTH CARE FOUNDATION | |||||||
| 1211 WILMINGTON AVE | NEW CASTLE | PA | 16105 | N/A | PC | GENERAL SUPPORT | $20,000 |
| PREVAILING WORD WORLD OUTREACH FOUNDATION | |||||||
| 114 OAKLAND AVE | NEW CASTLE | PA | 16101 | N/A | PC | GENERAL SUPPORT | $10,000 |
| WESTERN PENNSYLVANIA FOUNDATION FOR THE ARTS | |||||||
| 300 JAMES ST | VERONA | PA | 15147 | N/A | PC | GENERAL SUPPORT | $45,000 |
| AMERICANS FOR THE COMPETITIVE ENT SYSTEMS INC | |||||||
| 1001 STATE ST 310 | ERIE | PA | 16501 | N/A | PC | GENERAL SUPPORT | $5,000 |
| DAVID DEAN FOUNDATION | |||||||
| 1301 E WASHINGTON ST | NEW CASTLE | PA | 16101 | N/A | PC | GENERAL SUPPORT | $350 |
| HIGHLAND PRESBYTERIAN CHURCH | |||||||
| 708 HIGHLAND AVE | NEW CASTLE | PA | 16101 | N/A | PC | GENERAL SUPPORT | $66,000 |
| BOROUGH OF NEW WILMINGTON | |||||||
| 134 HIGH ST | NEW WILMINGTON | PA | 16142 | N/A | PC | GENERAL SUPPORT | $18,365 |
| 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 | $31,084 |
| ECCE | |||||||
| 1405 WOODSIDE AVE | ELLWOOD CITY | PA | 16117 | N/A | PC | GENERAL SUPPORT | $15,000 |
| PRIMARY HEALTH NETWORK | |||||||
| 1112 S MILL ST | NEW CASTLE | PA | 16101 | N/A | PC | GENERAL SUPPORT | $2,500 |
| GIRL SCOUTS OF WESTERN PA | |||||||
| 503 MARTINDALE ST SUITE 500 | PITTSBURGH | PA | 15212 | N/A | PC | GENERAL SUPPORT | $5,000 |
| NEW CASTLE PUBLIC LIBRARY | |||||||
| 207 E NORTH ST | NEW CASTLE | PA | 16101 | N/A | PC | GENERAL SUPPORT | $250 |
| COUNTY OF LAWRENCE | |||||||
| 430 COURT STREET | NEW CASTLE | PA | 16101 | N/A | PC | GENERAL SUPPORT | $4,505 |
| FIRST BAPTIST CHURCH | |||||||
| 984 W MAITLAND LN | NEW CASTLE | PA | 16105 | N/A | PC | GENERAL SUPPORT | $250 |
| ASHLEY MCCONNELL | |||||||
| 34 6TH ST | BESSEMER | PA | 16112 | N/A | I | COLLEGE SCHOLARSHIP | $1,575 |
| SIERRA JOHNSON | |||||||
| 1236 RANDOLPH ST | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $1,575 |
| AARON ADAMO | |||||||
| 207 2ND ST | NEW CASTLE | PA | 16102 | N/A | I | COLLEGE SCHOLARSHIP | $3,475 |
| CAITLIN ADAMO | |||||||
| 207 2ND ST | NEW CASTLE | PA | 16102 | N/A | I | COLLEGE SCHOLARSHIP | $3,475 |
| 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 | $450 |
| ALEXANDRA BUKOWSKI | |||||||
| 616 SMILEY ST | ELLWOOD CITY | PA | 16063 | N/A | I | COLLEGE SCHOLARSHIP | $1,900 |
| RYAN BUSBY | |||||||
| 404 CRESCENT AVE | ELLWOOD CITY | PA | 16117 | N/A | I | COLLEGE SCHOLARSHIP | $1,900 |
| SEAN BUSBY | |||||||
| 404 CRESCENT AVE | ELLWOOD CITY | PA | 16117 | N/A | I | COLLEGE SCHOLARSHIP | $1,900 |
| 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 | $1,900 |
| 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 | $950 |
| 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 | $950 |
| GAVYN HANSOTTE | |||||||
| 117 EAST FAIRMONT AVE | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $450 |
| MADISON HARDEN | |||||||
| 844 MELODY LANE | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $450 |
| KAYLA LEFEBVRE | |||||||
| 462 POSSUM HOLLOW RD | WAMPUM | PA | 16157 | N/A | I | COLLEGE SCHOLARSHIP | $1,900 |
| GABRIELLE LEGO | |||||||
| 133 FAYETTE NESHANNOCK FALLS ROAD | VOLANT | PA | 16156 | N/A | I | COLLEGE SCHOLARSHIP | $950 |
| EDWARD LUTTON | |||||||
| 520 HAUS AVE | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $1,900 |
| 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 | $1,900 |
| BENJAMIN NEWTON | |||||||
| 229 E EUCLID AVE | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $1,900 |
| SCOTT NICOLLS | |||||||
| 709 BLAINE ST | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $1,900 |
| BRANDON NILES | |||||||
| 806 BARBRA LANE | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $450 |
| ZOEY ONDAKO | |||||||
| 212 SUMNER AVE | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $950 |
| 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 | $1,900 |
| MCKENZIE POWERS | |||||||
| 1710 HIGHLAND AVE | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $950 |
| 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 | $1,900 |
| ALEX SUBER | |||||||
| 120 LEON DR | NEW CASTLE | PA | 16101 | N/A | I | COLLEGE SCHOLARSHIP | $1,900 |
| ETHAN SUSEN | |||||||
| 1344 HIGH HILL RD | PULASKI | PA | 16143 | N/A | I | COLLEGE SCHOLARSHIP | $450 |
| JOSHUA URBAN | |||||||
| 301 FRAZIER DRIVE | NEW CASTLE | PA | 16105 | N/A | I | COLLEGE SCHOLARSHIP | $1,900 |
| 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 | $950 |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,566,711 | 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 | $25 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $682,045 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $731,213 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,652,877 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,066,160 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,066,160 | 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 | $7,416 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,416 | 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 | $4,533,674 | EOYBookValueAmt |
| EOYFMV | $4,595,330 | 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 | $18,820,863 | EOYBookValueAmt |
| EOYFMV | $28,999,369 | 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 | $1,666,225 | BookValueAmt |
| EOYFMV | $2,852,160 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $12,315 | LegalFeesAmt |
| Net Investment Income | $1,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,065 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OIL & GAS LEASES | Desc |
| BOY Book Value | $3,761,010 | BOYBookValueAmt |
| EOY Book Value | $3,655,623 | EOYBookValueAmt |
| EOYFMV | $3,229,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $100 | $0 | $100 |
| MISCELLANEOUS EXPENSE | $464 | $0 | $464 |
| LIABILITY INSURANCE | $3,381 | $0 | $3,381 |
| SCHOLARSHIP COMMITTEE HONORARIUMS | $7,500 | $0 | $7,500 |
| OFFICE EXPENSE | $2,856 | $0 | $2,856 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ROYALTY INCOME | $702,581 | $702,581 | $702,581 |
| REFUNDS | $3 | $0 | $3 |
| REDEPOSIT UNCASHED CHECK | $1,125 | $0 | $1,125 |
| IRS RETURNED CHECKS | $24,401 | $0 | $24,401 |
| MISCELLANEOUS INCOME | $3,103 | $0 | $3,103 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $165,768 | $165,768 | $0 |
| CONSULTING FEES | $7,988 | $7,988 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES WITHHELD | $6,507 | $6,507 | $0 |
| FEDERAL EXCISE TAX ESTIMATED PAYMENTS | $92,465 | $0 | $0 |
| FEDERAL EXCISE TAX BALANCE DUE ON PRIOR YEAR RETURN | $2,331 | $0 | $0 |