CHARLES KNOX AND MARGARET C ETNERFOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES KNOX AND MARGARET C ETNERFOUNDATION (EIN 20-4200423)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-09
- IRS object ID
- 201801299349101120
- Schema version
- 2017v2.2
- 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
- All Oth Prog Rltd Investments Sch
- Gain Loss Sale Other Assets Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-09T09:51:55-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | 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 | 2018-05-09 | SignatureDt |
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 | 2018-05-09 | IPDt |
| IP Tm | 09:51:44 | 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 | 2017 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,097,625 | 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 | $224 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $224 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $55,852 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $55,438 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $63,981 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $693,070 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $63,981 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $120,057 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $119,643 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $17,940 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $17,940 | CompOfcrDirTrstNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $875 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $875 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,012 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $420 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $19,827 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,235 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $97,323 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $97,323 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $117,150 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,235 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $97,323 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,907 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $100,408 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $41,454 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $40,521 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $40,521 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $127,928 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $132,035 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $131,463 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $992,841 | CorporateStockBOYAmt |
| Corporate Stock EOY | $971,223 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,293,081 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $416,697 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $421,448 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $422,523 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $198,316 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $214,916 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $210,037 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,777,236 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,780,143 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,097,625 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,777,236 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,780,143 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,777,236 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,780,143 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,777,236 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,780,143 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,777,236 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,907 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,780,143 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,780,143 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NONAB & CO - SHORT TERM | P | 2017-01-01 | 2017-12-31 | $57,909 | $0 | $56,585 | $1,324 | $0 | $0 | $0 | $1,324 |
| NONAB & CO - LONG TERM | P | 2016-01-01 | 2017-12-31 | $635,161 | $0 | $572,504 | $62,657 | $0 | $0 | $0 | $62,657 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $63,981 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,324 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $78,880 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,907,316 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.041357 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $78,902 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,963,144 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.040192 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $76,756 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,980,567 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.038755 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $87,922 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,893,921 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046423 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $67,364 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,746,977 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.038560 | DistributionYr5Rt |
| Total Distribution | 0.205287 | TotalDistributionRt |
| Average Distribution | 0.041057 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,993,053 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $81,829 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,004 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $82,833 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $97,323 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,004 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,004 | SubtotalAmt |
| Tax Based On Investment Income | $1,004 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $592 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $592 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $592 | OriginalReturnTaxPaidAmt |
| Tax Due | $412 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 | 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 | $17,940 | $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 MA | 5.00 | $0 | $0 | $0 |
| BRENDA FREEMAN | ||||||||
| 227 NICHOLS STREET | WELLSBORO | PA | 16901 | WELLSBORO AREA SCHOO | 5.00 | $0 | $0 | $0 |
| REV GREGORY HINTON | ||||||||
| PO BOX 701 | WELLSBORO | PA | 16901 | ST PAULS'S EPISCOPAL | 5.00 | $0 | $0 | $0 |
| JULIE VANNESS | ||||||||
| 114 MAIN ST | WELLSBORO | PA | 16901 | WELLSBORO AREA CHAMB | 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 ANDEDUCATIONAL ACTIVITIES OF 501(C)(3) ORGANIZATIONS IN THEWELLSBORO PA AREA. DIRECTORS ARE APPOINTED TO THE BOARD | Description1Txt |
| Expenses1 | $97,323 | Expenses1Amt |
| Description2 | OF THE CHARLES KNOX & MARGARET C ETNER FOUNDATION BYSPECIFIC WELLSBORO PA 501(C)(3) AND GOVERNMENTALORGANIZATIONS. THE ORGANIZATIONS THAT APPOINT DIRECTORS | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
| Description3 | TO THE BOARD OF THE ETNER FOUNDATION EITHER CONDUCT OROVERSEE THE CHARITABLE ACTIVITIES FUNDED BY THE ETNERFOUNDATION. | Description3Txt |
| Expenses3 | $0 | Expenses3Amt |
| Expenses4 | $0 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,973,173 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $50,231 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,023,404 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,023,404 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,351 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,993,053 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $99,653 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $97,323 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $97,323 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,004 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $96,319 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Qualifying Distributions | $97,323 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $97,323 | RemainingDistriFromCorpusAmt |
| Total Corpus | $97,323 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
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 | $0 | CurrentYearAmt |
| Year1 | $74,236 | Year1Amt |
| Year2 | $38,956 | Year2Amt |
| Year3 | $44,658 | Year3Amt |
| Total | $157,850 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year1 | $63,101 | Year1Amt |
| Year2 | $33,113 | Year2Amt |
| Year3 | $37,959 | Year3Amt |
| Total | $134,173 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $97,323 | CurrentYearAmt |
| Year1 | $79,471 | Year1Amt |
| Year2 | $79,457 | Year2Amt |
| Year3 | $76,756 | Year3Amt |
| Total | $333,007 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $97,323 | CurrentYearAmt |
| Year1 | $79,471 | Year1Amt |
| Year2 | $79,457 | Year2Amt |
| Year3 | $76,756 | Year3Amt |
| Total | $333,007 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $66,435 | CurrentYearAmt |
| Year1 | $63,577 | Year1Amt |
| Year2 | $65,438 | Year2Amt |
| Year3 | $66,019 | Year3Amt |
| Total | $261,469 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
| R LOWELL COOLIDGE | |||||||
| 126 MAIN ST | WELLSBORO | PA | 16901 | 5707243801 | ORGANIZATION DETERMINATION LETTER | GOVERNMENTS WITHIN THE WELLSBORO (PA) AREA SCHOOL DISTRICT | |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| NORTHEASTERN PA EDUCATIONAL TELEVISION ASSOC | ||||||
| ATTN JOE GLYNN | WELLSBORO | PA | 16901 | PUBLICCHARITY | REPLACEMENTPURCHASERADIO EQUIPMENT | $5,650 |
| DEANE CENTER FOR THE PERFORMING ARTS INC | ||||||
| PO BOX 102 | WELLSBORO | PA | 16901 | PUBLICCHARITY | FUNDING OFROOF REPAIRS | $10,000 |
| WELLSBORO COMMUNITY CONCERT ASSOC | ||||||
| PO BOX 102 | WELLSBORO | PA | 16901 | PUBLICCHARITY | SUPPORTOUTREACH PROGRAMS | $1,500 |
| WELLSBORO FOUNDATION INC | ||||||
| 114 MAIN STREET | WELLSBORO | PA | 16901 | PUBLICCHARITY | TO REPLACE GAS LIGHTS3RD OF 5 INSTALLMENTSTHROUGHOUT WELLSBORO | $8,000 |
| WELLSBORO FOUNDATION INC | ||||||
| 114 MAIN ST | WELLSBORO | PA | 16901 | PUBLICCHARITY | HEALTH FAIR ANDFAMILY DAY, CHILDREN'SADMINISTRATIVE SUPPORT | $5,000 |
| ENDLESS MOUNTAINS MUSIC FESTIVAL | ||||||
| 130 MAIN STREET | WELLSBORO | PA | 16901 | PUBLICCHARITY | SUPPORTOUTREACH PROGRAMS | $2,500 |
| BOROUGH OF WELLSBORO | ||||||
| 14 CRAFTON STREET | WELLSBORO | PA | 16901 | MUNICIPALGOVERNMENT | WITH BOROUGHFINANCIAL ASSISTANCEMANAGER TRANSITION | $10,000 |
| WELLSBORO AREA EDUCATION FOUNDATION | ||||||
| PO BOX 386 | WELLSBORO | PA | 16901 | PUBLICCHARITY | FOR THE WELLSBORO AREA3RD OF 5 INSTALLMENTSATHLETIC COMPLEX PROJECTS | $15,000 |
| WELLSBORO TEEN CENTER INC | ||||||
| ONE BREWERY LANE | WELLSBORO | PA | 16901 | PUBLICCHARITY | PURCHASE OF 15PASSENGER VAN | $2,000 |
| BOROUGH OF WELLSBORO | ||||||
| 14 CRAFTON STREET | WELLSBORO | PA | 16901 | MUNICIPALGOVERNMENT | OF WOODLANDPHASE I SUPPORTPARK RENOVATION | $20,000 |
| WELLSBORO LITTLE LEAGUE | ||||||
| PO BOX 585 | WELLSBORO | PA | 16901 | PUBLICCHARITY | ADA ACCESSIBLECONSTRUCTION OFBATHROOM AT COMPLEX | $10,000 |
| WELLSBORO AREA EDUCATION FOUNDATION | ||||||
| PO BOX 386 | WELLSBORO | PA | 16901 | PUBLICCHARITY | TO BUILD HOUSE WITHASSIST WITH FUNDINGHIGH SCHOOL CONSTRUCTION STUDENTS | $5,000 |
| TIOGA COUNTY FIREMEN'S ASSOCIATION | ||||||
| EMERGENCY SERVICES COMPLEX | WELLSBORO | PA | 16901 | PUBLICCHARITY | PACKAGES FOR FORCIBLEPURCHASE TRAININGENTRY SIMULATORS | $1,673 |
| HAMILTON GIBSON PRODUCTIONS | ||||||
| 29 WATER STREET | WELLSBORO | PA | 16901 | PUBLICCHARITY | PUBLIC PERFORMANCESCHOOL TOUR ANDAT DEANE CENTER | $500 |
| WELLSBORO FOUNDATION INC | ||||||
| 114 MAIN STREET | WELLSBORO | PA | 16901 | PUBLICCHARITY | OF CHRISTMAS ONFUND ADVERTISINGMAIN STREET EVENT | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $97,323 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $224 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $55,852 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $63,981 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $120,057 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $120,057 | TotalIncomeProducingActyAmt |
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 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Price | $693,070 | GrossSalesPriceAmt |
| Basis | $629,089 | BasisAmt |
| Total Net | $63,981 | TotalNetAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN DIVIDEND TAX | $420 | $420 |
| 2017 FEDERAL EXCISE TAX ESTIMATES | $592 |