CHARLES KNOX AND MARGARET C ETNERFOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES KNOX AND MARGARET C ETNERFOUNDATION (EIN 20-4200423)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-05
- IRS object ID
- 202041579349100009
- Schema version
- 2019v5.1
- 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
- Schedule B
- All Oth Prog Rltd Investments Sch
- Gain Loss Sale Other Assets Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-05T08:42:47-07:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Citizen & 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 | 169011542 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | 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 | MICHAEL G CHARLES | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 5707240243 | PhoneNum |
| Signature | 2020-06-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL G CHARLES | PreparerPersonNm |
| PTIN | P01321166 | PTIN |
| Phone | 5707240243 | PhoneNum |
| Preparation | 2020-06-05 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 4.31.17.190 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-06-05 | IPDt |
| IP Tm | 08:42:36 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 09295ECC58F4A04F92F454165EE2948228787100 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 09295ECC58F4A04F92F454165EE2948228787100 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,282,033 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $69,806 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,120 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,120 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $0 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $51,221 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $51,221 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $0 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $65,120 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $464,392 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $65,120 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $187,267 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $117,461 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $20,328 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $20,328 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $875 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $875 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $3,831 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $21 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $0 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $25,034 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,224 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $76,029 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $76,029 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $101,063 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,224 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $76,029 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $86,204 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $96,237 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $73,342 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $66,365 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $66,365 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| US Government Obligations BOY | $121,202 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $124,774 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $128,061 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $961,510 | CorporateStockBOYAmt |
| Corporate Stock EOY | $994,762 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,352,692 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $461,054 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $510,767 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $511,734 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $205,250 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $211,894 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $223,181 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,822,358 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,908,562 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,282,033 | 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 | $1,822,358 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,908,562 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,822,358 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,908,562 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,822,358 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,908,562 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,822,358 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $86,204 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,908,562 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,908,562 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | NONAB & CO - VARIOUS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2018-01-01 | AcquiredDt |
| Sold | 2019-12-31 | SoldDt |
| Gross Sales Price | $464,392 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $399,272 | CostOrOtherBasisAmt |
| Gain Or Loss | $65,120 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $65,120 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $65,120 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $77,063 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,046,483 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.037656 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $96,319 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,993,053 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048327 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $78,880 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,907,316 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.041357 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $78,902 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,963,144 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.040192 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $76,756 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,980,567 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.038755 | DistributionYr5Rt |
| Total Distribution | 0.206287 | TotalDistributionRt |
| Average Distribution | 0.041257 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,112,265 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $87,146 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $962 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $88,108 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $76,029 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,925 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,925 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,925 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,408 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,408 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$2,408 | OriginalReturnOverpaymentAmt |
| Overpayment | $483 | OverpaymentAmt |
| Applied To ES Tax | $483 | 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 |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| 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 | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | 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 | Yes (true) | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 | $20,328 | $0 | $0 |
| THOMAS RUDY | ||||||||
| 10 NICHOLS STREET | WELLSBORO | PA | 16901 | C&N BANK REP | 5.00 | $0 | $0 | $0 |
| JOHN WHEELER | ||||||||
| 14 CRAFTON ST | WELLSBORO | PA | 16901 | WELLSBORO BOROUGH MAYOR | 5.00 | $0 | $0 | $0 |
| DR BRENDA FREEMAN | ||||||||
| 227 NICHOLS STREET | WELLSBORO | PA | 16901 | WELLSBORO AREA SCHOOLS SUPT | 5.00 | $0 | $0 | $0 |
| REV DAVID W PERKINS | ||||||||
| PO BOX 701 | WELLSBORO | PA | 16901 | ST PAULS'S EPISCOPAL CHURCH PRIEST | 5.00 | $0 | $0 | $0 |
| JULIE VANNESS | ||||||||
| 114 MAIN ST | WELLSBORO | PA | 16901 | WELLSBORO AREA CHAMBER OF COMMERCE REP | 5.00 | $0 | $0 | $0 |
| R LOWELL COOLIDGE ESQ | ||||||||
| 126 MAIN ST | WELLSBORO | PA | 16901 | ATTORNEY | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE ORGANIZATION PRIMARILY BENEFITS THE CHARITABLE AND EDUCATIONAL ACTIVITIES OF 501(C)(3) ORGANIZATIONS IN THE WELLSBORO PA AREA. DIRECTORS ARE APPOINTED TO THE BOARD | Description1Txt |
| Expenses1 | $76,029 | Expenses1Amt |
| Description2 | OF THE CHARLES KNOX & MARGARET C ETNER FOUNDATION BY SPECIFIC WELLSBORO PA 501(C)(3) AND GOVERNMENTAL ORGANIZATIONS. THE ORGANIZATIONS THAT APPOINT DIRECTORS | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
| Description3 | TO THE BOARD OF THE ETNER FOUNDATION EITHER CONDUCT OR OVERSEE THE CHARITABLE ACTIVITIES FUNDED BY THE ETNER FOUNDATION. | Description3Txt |
| Expenses3 | $0 | Expenses3Amt |
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 | $2,079,920 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $64,511 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,144,431 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,144,431 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $32,166 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,112,265 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $105,613 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $76,029 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $76,029 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $76,029 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Qualifying Distributions | $0 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| 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 | $0 | 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 |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2006-05-17 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $105,613 | CurrentYearAmt |
| Year1 | $102,324 | Year1Amt |
| Year2 | $99,653 | Year2Amt |
| Year3 | $74,236 | Year3Amt |
| Total | $381,826 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $89,771 | CurrentYearAmt |
| Year1 | $86,975 | Year1Amt |
| Year2 | $84,705 | Year2Amt |
| Year3 | $63,101 | Year3Amt |
| Total | $324,552 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $76,029 | CurrentYearAmt |
| Year1 | $77,063 | Year1Amt |
| Year2 | $97,323 | Year2Amt |
| Year3 | $79,471 | Year3Amt |
| Total | $329,886 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $76,029 | CurrentYearAmt |
| Year1 | $77,063 | Year1Amt |
| Year2 | $97,323 | Year2Amt |
| Year3 | $79,471 | Year3Amt |
| Total | $329,886 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $70,409 | CurrentYearAmt |
| Year1 | $68,216 | Year1Amt |
| Year2 | $66,435 | Year2Amt |
| Year3 | $63,577 | Year3Amt |
| Total | $268,637 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient PhoneRecipientPhoneNum | Form And Info And MaterialsFormAndInfoAndMaterialsTxt | Submission DeadlinesSubmissionDeadlinesTxt | Restrictions On AwardsRestrictionsOnAwardsTxt |
|---|---|---|---|---|---|---|---|
| R LOWELL COOLIDGE | |||||||
| 126 MAIN STREET | WELLSBORO | PA | 16901 | 5707243801 | SUBMIT FORMAL LETTER OF APPLICATION AND ATTACH COPY OF 501(C)(3) | BY APRIL 1 OR SEPTEMBER 1 OF EACH YEAR | AWARDS ARE LIMITED TO QUALIFIED SECTION 501(C)(3) CHARITIES OR |
| THOMAS L RUDY JR | |||||||
| 10 NICHOLS STREET | WELLSBORO | PA | 16901 | 5707243801 | ORGANIZATION DETERMINATION LETTER | GOVERNMENTS WITHIN THE WELLSBORO (PA) AREA SCHOOL DISTRICT | |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 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 | FUNDING FORCONCRETE PAD ANDOFFICE ADDITION | $4,000 |
| DEANE CENTER FOR THE PERFORMING ARTS INC | ||||||
| 104 MAIN STREET | WELLSBORO | PA | 16901 | PUBLICCHARITY | FUNDING SUPPORT FORGOLDEN AFTERNOON ANDDEANE LITTLE BEAN EVENTS | $2,000 |
| WELLSBORO COMMUNITY CONCERT ASSOC | ||||||
| PO BOX 102 | WELLSBORO | PA | 16901 | PUBLICCHARITY | ASSIST WITH ARTIST FEESAND COSTS ASSOCIATEDWITH OUTREACH PROGRAMS | $1,500 |
| WELLSBORO FOUNDATION INC | ||||||
| 114 MAIN STREET | WELLSBORO | PA | 16901 | PUBLICCHARITY | 5TH OF 5 INSTALLMENTSTO REPLACE GAS LIGHTSTHROUGHOUT WELLSBORO | $8,000 |
| WELLSBORO FOUNDATION INC | ||||||
| 114 MAIN STREET | WELLSBORO | PA | 16901 | PUBLIC CHARITY | REPLACEMENT OF 2 CANOPIESUSED BY LOCAL NON-PROFITSAND ADMINISTRATIVE SUPPORT | $5,015 |
| ENDLESS MOUNTAINS MUSIC FESTIVAL | ||||||
| 130 MAIN STREET | WELLSBORO | PA | 16901 | PUBLICCHARITY | SUPPORTEDUCATIONAL OUTREACHFOR YOUTH | $2,500 |
| WELLSBORO FOUNDATION INC | ||||||
| 114 MAIN STREET | WELLSBORO | PA | 16901 | PUBLICCHARITY | DEVELOPMENT OF A MULTI-USE MAPPING PROGRAM FOR THEWELLSBORO AREA CHAMBER OF COMMERCE | $5,000 |
| WELLSBORO AREA EDUCATION FOUNDATION | ||||||
| PO BOX 386 | WELLSBORO | PA | 16901 | PUBLICCHARITY | FUNDS FOR WELLSBOROAREA HIGH SCHOOL MARCHINGBAND UNIFORMS | $4,344 |
| BIG BROTHERS BIG SISTERS OF THE TWIN TIERS | ||||||
| 10 PARK STREET SUITE 2 | TOWANDA | PA | 18848 | PUBLICCHARITY | 2ND OF 2 INSTALLMENTSTO MAKE AND MAINTAINBUDDY MARCHES IN TIOGA COUNTY | $2,500 |
| TIOGA COUNTY HOMELESS INITIATIVE | ||||||
| 2580 CHARLESTON ROAD | MANSFIELD | PA | 16933 | PUBLICCHARITY | CAPITAL CAMPAIGNFOR NEW FACILITY FORTHE HOMELESS SHELTER | $12,500 |
| WELLSBORO AREA YOUTH SOCCER | ||||||
| 227 NICHOLS STREET | WELLSBORO | PA | 16901 | PUBLICCHARITY | FUNDING FOR SHED,EQUIPMENT ANDFIELD IMPROVEMENTS | $2,500 |
| PA GRAND CANYON REPEATER GROUP | ||||||
| AMERICAN STREET | WELLSBORO | PA | 16901 | PUBLICCHARITY | FUNDING FOR DUALVHF/UHF ANTENNA ANDOTHER RELATED EQUIPMENT | $1,977 |
| WELLSBORO LIONS CLUB | ||||||
| PO BOX 801 | WELLSBORO | PA | 16901 | PUBLICCHARITY | FUNDING FOR NEW"WELCOME TO WELLSBORO"SIGN ON ROUTE 287 | $1,600 |
| PARTNERS IN PROGRESS | ||||||
| 322 SOUTH MAIN STREET | MANSFIELD | PA | 16933 | PUBLICCHARITY | FUND WELLSBORO ENROLLMENTFOR "CAMP PARTNERS"MUSIC THERAPY PROGRAM | $500 |
| TIOGA COUNTY PARTNERSHIP FOR COMMUNITY HEALTH | ||||||
| 33 PEARL STREET | WELLSBORO | PA | 16901 | PUBLICCHARITY | 1ST OF 4 PAYMENTS TOWARDLOCAL FUNDING FORPINE CREEK RAIL TRAIL | $12,500 |
| WELLSBORO AREA SCHOOL DISTRICT | ||||||
| 227 NICHOLS STREET | WELLSBORO | PA | 16901 | MUNICIPALGOVERNMENT | FUNDING FOR JAVELINRUNWAY AT HIGH SCHOOLATHLETIC COMPLEX | $6,250 |
| WELLSBORO FOUNDATION INC | ||||||
| 114 MAIN STREET | WELLSBORO | PA | 16901 | PUBLICCHARITY | FUNDING FOR PARKS ANDRECREATION TO PURCHASESWIM TEAM EQUIPMENT | $3,343 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $76,029 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,120 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $51,221 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $65,120 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $117,461 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $117,461 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ETNER MARGARET C CRAT FBO MARTHA OR THOMAS CLOSE | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O CITIZENS NORTHERN BANK TRUSTEE | AddressLine1Txt |
| City | WELLSBORO | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $69,806 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
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 - VARIOUS | AssetDesc |
| How Acquired | Purchased | HowAcquiredTxt |
| Gross Sales Price | $464,392 | GrossSalesPriceAmt |
| Basis | $399,272 | BasisAmt |
| Total Net | $65,120 | TotalNetAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN DIVIDEND TAX | $21 | $21 | $0 | $0 |
| EXCISE TAX - 2018 BALANCE DUE | $1,402 | $0 | $0 | $0 |
| EXCISE TAX - 2019 ESTIMATED PAYMENTS | $2,408 | $0 | $0 | $0 |