CHARLES KNOX AND MARGARET C ETNERFOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES KNOX AND MARGARET C ETNERFOUNDATION (EIN 20-4200423)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-05
- IRS object ID
- 201621269349101412
- Schema version
- 2015v2.1
- 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
- All Oth Prog Rltd Investments Sch
- Gain Loss Sale Other Assets Sch
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-05T14:21:55-07:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | 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 | 2016-05-05 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,918,789 | 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 | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $38,864 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $38,864 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $38,864 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $31,347 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $498,232 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $31,347 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $91 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $91 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $91 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $70,303 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $70,303 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $38,956 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $13,964 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $13,964 | CompOfcrDirTrstNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $795 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $795 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $10,452 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $71 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $71 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $25,282 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,830 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $79,457 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $79,457 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $104,739 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,830 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $79,457 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$34,436 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $55,473 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $38,956 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $38,573 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $36,836 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $36,836 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $91,655 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $76,338 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $80,183 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,042,279 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,016,050 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,162,831 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $467,622 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $462,906 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $451,365 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $191,032 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $204,595 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $187,574 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,831,161 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,796,725 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,918,789 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,831,161 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,796,725 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,831,161 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,796,725 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,831,161 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,796,725 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,831,161 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$34,436 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,796,725 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,796,725 | 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 | 2015-01-01 | 2015-12-31 | $157,264 | $0 | $160,836 | -$3,572 | $0 | $0 | $0 | -$3,572 |
| NONAB & CO - LONG TERM | P | 2014-01-01 | 2015-12-31 | $340,968 | $0 | $306,049 | $34,919 | $0 | $0 | $0 | $34,919 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $31,347 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$3,572 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $76,756 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,980,567 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.038755 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $87,922 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,893,921 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046423 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $67,364 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,746,977 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.038560 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $65,355 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,754,945 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.037240 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $60,281 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,609,641 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.037450 | DistributionYr5Rt |
| Total Distribution | 0.198428 | TotalDistributionRt |
| Average Distribution | 0.039686 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,963,144 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $77,909 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $555 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $78,464 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $79,457 | 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 | $555 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $555 | SubtotalAmt |
| Tax Based On Investment Income | $555 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,000 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$2,000 | OriginalReturnOverpaymentAmt |
| Overpayment | $1,445 | OverpaymentAmt |
| Applied To ES Tax | $556 | AppliedToESTaxAmt |
| Refund | $889 | RefundAmt |
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 | 5.00 | $13,964 | $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 |
| CHRISTOPHER MORRAL | ||||||||
| 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 | $79,457 | Expenses1Amt |
| Description2 | OF THE CHARLES KNOX & MARGARET C ETNER FOUNDATION BYSPECIFIC WELLSBORO PA 501(C)(3) AND GOVERNMENTALORGANIZATIONS. THE ORGANIZATIONS THAT APPOINT DIRECTORS | Description2Txt |
| Description3 | TO THE BOARD OF THE ETNER FOUNDATION EITHER CONDUCT OROVERSEE THE CHARITABLE ACTIVITIES FUNDED BY THE ETNERFOUNDATION. | Description3Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,981,390 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,650 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,993,040 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,993,040 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,896 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,963,144 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $98,157 | 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 | $79,457 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $79,457 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $555 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $78,902 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Qualifying Distributions | $79,457 | QualifyingDistributionsAmt |
| 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 | $38,956 | CurrentYearAmt |
| Year1 | $44,658 | Year1Amt |
| Year2 | $31,439 | Year2Amt |
| Year3 | $87,082 | Year3Amt |
| Total | $202,135 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $33,113 | CurrentYearAmt |
| Year1 | $37,959 | Year1Amt |
| Year2 | $26,723 | Year2Amt |
| Year3 | $74,020 | Year3Amt |
| Total | $171,815 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $79,457 | CurrentYearAmt |
| Year1 | $76,756 | Year1Amt |
| Year2 | $88,333 | Year2Amt |
| Year3 | $68,235 | Year3Amt |
| Total | $312,781 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $79,457 | CurrentYearAmt |
| Year1 | $76,756 | Year1Amt |
| Year2 | $88,333 | Year2Amt |
| Year3 | $68,235 | Year3Amt |
| Total | $312,781 | 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 | $65,438 | CurrentYearAmt |
| Year1 | $66,019 | Year1Amt |
| Year2 | $63,130 | Year2Amt |
| Year3 | $57,650 | Year3Amt |
| Total | $252,237 | 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 (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| WELLSBORO CEMETERY COMPANY | ||||||
| PO BOX 777 | WELLSBORO | PA | 16901 | PUBLICCHARITY | THE WILSON "LOGRESTORATION OFCABIN" CRYPT | $5,000 |
| DEANE CENTER FOR THE PERFORMING ARTS INC | ||||||
| PO BOX 102 | WELLSBORO | PA | 16901 | PUBLICCHARITY | TO IMPROVE SAFETYOUTSIDE LIGHTING | $3,000 |
| WELLSBORO COMMUNITY CONCERT ASSOC | ||||||
| PO BOX 102 | WELLSBORO | PA | 16901 | PUBLICCHARITY | FEES AND OUTREACHSUPPORT ARTISTPROGRAMS | $1,500 |
| WELLSBORO FOUNDATION INC | ||||||
| 114 MAIN STREET | WELLSBORO | PA | 16901 | PUBLICCHARITY | TO REPLACE GAS LIGHTS1ST 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 | EDUCATIONALYOUTH/STUDENTOUTREACH SUPPORT | $2,500 |
| BRADFORDSULLIVANTIOGA CHILDHOOD COALITION | ||||||
| 4 BRIDGE STREET | TOWANDA | PA | 18848 | PUBLICCHARITY | SIGN LANGUAGE CLASSSUPPORT AN AMERICANIN WELLSBORO | $1,345 |
| WELLSBORO AREA EDUCATION FOUNDATION | ||||||
| 227 NICHOLS STREET | WELLSBORO | PA | 16901 | PUBLICCHARITY | FOR THE WELLSBORO AREA2ND OF 5 INSTALLMENTSATHLETIC COMPLEX PROJECTS | $30,000 |
| BOROUGH OF WELLSBORO | ||||||
| 14 CRAFTON STREET | WELLSBORO | PA | 16901 | MUNICIPALGOVERNMENT | DRUG IDENTIFICATIONPURCHASE TRUNARCUNIT FOR POLICE DEPARTMENT | $5,000 |
| THE SAMARITAN HOUSE | ||||||
| 3 MORGAN TERRACE | WELLSBORO | PA | 16901 | PUBLICCHARITY | ELECTRIC BED,PURCHASE A/C UNIT,CARPET AND FLOORING | $1,500 |
| (no name) | ||||||
| $0 | ||||||
| (no name) | ||||||
| $0 | ||||||
| THE GREEN FREE LIBRARY | ||||||
| 134 MAIN STREET | WELLSBORO | PA | 16901 | PUBLICCHARITY | FOUNDATIONPORCH ANDREPAIRS | $8,112 |
| WELLSBORO MONTESSORI CHILDREN'S CENTER | ||||||
| PO BOX 531 | WELLSBORO | PA | 16901 | PUBLICCHARITY | FOR NEWLY PURCHASEDRENOVATION COSTSFACILITY | $8,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $79,457 | 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 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $38,864 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $31,347 | ExclusionAmt |
| Related Or Exempt Function Incm | $31,347 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $70,212 | ExclusionAmt |
| Related Or Exempt Function Incm | $31,347 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $101,559 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | N/A | LineNumberTxt |
| Relationship Statement | NOT APPLICABLE | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Price | $498,232 | GrossSalesPriceAmt |
| Basis | $466,885 | BasisAmt |
| Total Net | $31,347 | TotalNetAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FUNERAL FLOWERS | Desc |
| Revenue And Expenses Per Books | $71 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $71 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITIES LITIGATION PROCEEDS | Desc |
| Revenue And Expenses Per Books | $91 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $91 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $91 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FEDERAL EXCISE TAX - 2014 BALANCE DUE | $8,452 |
| FEDERAL EXCISE TAX - 2015 ESTIMATES | $2,000 |