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NORTHWEST CHARITABLE FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
NORTHWEST CHARITABLE FOUNDATION (EIN 27-1403629)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-16
IRS object ID
201621379349101222
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-05-16T09:00:17-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN473317888PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HAINES & COMPANYBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1213 W THIRD AVE PO BOX 767AddressLine1Txt
CityWARRENCityNm
State AbbreviationPAStateAbbreviationCd
ZIP163652359ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN271403629EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NORTHWEST CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlNORTBusinessNameControlTxt
Phone8147287260PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1100 LIBERTY STREETAddressLine1Txt
CityWARRENCityNm
State AbbreviationPAStateAbbreviationCd
ZIP16365ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM J WAGNERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8147287260PhoneNum
Signature2016-05-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRAYMOND A HAINES CPAPreparerPersonNm
PTINP01446897PTIN
Phone8147237741PhoneNum
Preparation2016-05-12PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-12-15 16:53:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$19,660,269FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$61InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$61InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$728,678DividendsRevAndExpnssAmt
Dividends Net Invst Incm$728,678DividendsNetInvstIncmAmt
Total Rev And Expnss$728,739TotalRevAndExpnssAmt
Total Net Invst Incm$728,739TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$2,723AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$272AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,451AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$18,861OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$18,861OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$7,000TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$28,584TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$19,133TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,451TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,011,908ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,011,908ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,040,492TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$19,133TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,014,359TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$311,753ExcessRevenueOverExpensesAmt
Net Investment Income$709,606NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$95,875CashBOYAmt
Cash EOY$4,305CashEOYAmt
Cash EOYFMV$4,305CashEOYFMVAmt
Corporate Stock BOY$12,775,650CorporateStockBOYAmt
Corporate Stock EOY$12,775,650CorporateStockEOYAmt
Corporate Stock EOYFMV$17,106,595CorporateStockEOYFMVAmt
Other Investments BOY$2,778,282OtherInvestmentsBOYAmt
Other Investments EOY$2,558,099OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,549,369OtherInvestmentsEOYFMVAmt
Total Assets BOY$15,649,807TotalAssetsBOYAmt
Total Assets EOY$15,338,054TotalAssetsEOYAmt
Total Assets EOYFMV$19,660,269TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$15,649,807UnrestrictedBOYAmt
Unrestricted EOY$15,338,054UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$15,649,807TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$15,338,054TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$15,649,807TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$15,338,054TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$15,649,807TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$311,753ExcessRevenueOverExpensesAmt
Subtotal$15,338,054SubtotalAmt
Tot Net Ast Or Fund Balances EOY$15,338,054TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$872,356AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$19,334,235NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.045120DistributionYr1Rt
Adjusted Qlfy Distri Yr2$812,100AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$18,551,564NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.043775DistributionYr2Rt
Adjusted Qlfy Distri Yr3$613,914AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$17,066,144NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.035973DistributionYr3Rt
Adjusted Qlfy Distri Yr4$200,088AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$17,043,174NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.011740DistributionYr4Rt
Adjusted Qlfy Distri Yr5$78,615AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$15,698,302NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.005008DistributionYr5Rt
Total Distribution0.141616TotalDistributionRt
Average Distribution0.028323AverageDistributionRt
Net Vl Noncharitable Assets$18,712,325NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$529,989AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$7,096NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$537,085AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,014,359QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$7,096InvestmentIncomeExciseTaxAmt
Subtotal$7,096SubtotalAmt
Tax Based On Investment Income$7,096TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$7,128EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$7,128TotalPaymentsAndCreditsAmt
Overpayment$32OverpaymentAmt
Applied To ES Tax$32AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksBOOKKEEPERIndividualWithBooksNm
Phone8147287260PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1100 LIBERTY STREETAddressLine1Txt
CityWARRENCityNm
State AbbreviationPAStateAbbreviationCd
ZIP16365ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
WILLIAM J WAGNER
100 LIBERTY STREETWARRENPA16365PRESIDENT1.00$0$0$0
STEVEN G FISHER
100 LIBERTY STREETWARRENPA16365VICE PRESIDE1.00$0$0$0
T KAY EADIE
100 LIBERTY STREETWARRENPA16365TREASURER1.00$0$0$0
JESSIE L THOMAS
100 LIBERTY STREETWARRENPA16365SECRETARY1.00$0$0$0
RICHARD E MCDOWELL
100 LIBERTY STREETWARRENPA16365DIRECTOR1.00$0$0$0
PHILIP M TREDWAY
100 LIBERTY STREETWARRENPA16365DIRECTOR1.00$0$0$0
SONIA M PROBST
100 LIBERTY STREETWARRENPA16365DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$17,288,859AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,708,425AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$18,997,284TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$18,997,284AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$284,959CashDeemedCharitableAmt
Net Vl Noncharitable Assets$18,712,325NetVlNoncharitableAssetsAmt
Minimum Investment Return$935,616MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$935,616MinimumInvestmentReturnAmt
Tax Based On Investment Income$7,096TaxBasedOnInvestmentIncomeAmt
Total Tax$7,096TotalTaxAmt
Distributable Before Adj$928,520DistributableBeforeAdjAmt
Distributable Before Ded$928,520DistributableBeforeDedAmt
Distributable As Adjusted$928,520DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,014,359ExpensesAndContributionsAmt
Qualifying Distributions$1,014,359QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$7,096PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,007,263AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$928,520DistributableAsAdjustedAmt
Undistributed Income PY$62,515UndistributedIncomePYAmt
Qualifying Distributions$1,014,359QualifyingDistributionsAmt
Applied To Year1$62,515AppliedToYear1Amt
Applied To Current Year$928,520AppliedToCurrentYearAmt
Remaining Distri From Corpus$23,324RemainingDistriFromCorpusAmt
Total Corpus$23,324TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$23,324ExcessDistriCyovToNextYrAmt
Excess From Current Year$23,324ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (138 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
UNITED FUND OF CLARION COUNTY
531 MAIN STCLARIONPA16214NONEPC2014 CONTRIBUTION$5,000
UNITED FUND OF WARREN COUNTY
305 THIRD AVENUEWARRENPA16365NONEPC2014 CONTRIBUTION$53,955
UNITED WAY OF SOUTHERN CHAUTAUQUA C
413 NORTH MAIN STREETJAMESTOWNNY14701NONEPC2014 CONTRIBUTION$6,500
BALTIMORE ARTISTS GUILD INC
14 NORTH ROLLING ROADCATONSVILLEMD21228NONEPC2ND CHECK OF 3 YEAR GRANT$3,000
CURWENSVILLE PIKE HISTORICAL SOCIET
PO BOX 3CURWENSVILLEPA16833NONEPC2014 CONTRIBUTION$5,000
CENTRE COUNTY UNITED WAY
2790 WEST COLLEGE AVENUESTATE COLLEGEPA16501NONEPC2015 CONTRIBUTION$1,000
ERIE LIONS CLUB
2402 CHERRY STERIEPA16502NONEPCSAVE AN EYE FUND$5,000
ERIE DAWN
2549 W 8TH STERIEPA16505NONEPCONE TIME CONTRIBUTION$5,000
ERIE CITY MISSION
ERIE CITY MISSIONERIEPA16501NONEPC1ST CHECK OF 3 YEAR GRANT$16,667
UNIVERSITY OF PITTSBURGH - BRADFORD
300 CAMPUS DRIVEBRADFORDPA16701NONEPCANNUAL UPB SCHOLARSHIP$10,000
ALL ABOUT CHARACTER
4710 KAYLIN COURTERIEPA16506NONEPCBE ABOUT IT PROGRAM$10,000
MEADVILLE FAMILY YMCA
356 CHESTNUT STREETMEADVILLEPA16335NONEPC1ST CHECK OF 3-YEAR GRANT, TO PURCHA$10,000
ELCAM INC
189 WEST CREEK ROADST MARYSPA15857NONEPCEDUCATING STAFF MEMBERS PER STATE GU$10,000
OLEANBRADFORD FAMILY YMCA
59 BOYLSTON STREETBRADFORDPA16701NONEPC2015 ANNUAL CAMPAIGN$2,500
BRADFORD HOSPITAL FOUNDATION FBO B
116-156 INTERSTATE PARKWABRADFORDPA16701NONEPCANNUAL SPRING SWING, BENEFITTING BHF$10,000
YOUNG WOMEN'S CHRISTIAN ASSOCIATION
401 NORTH MAIN STREETJAMESTOWNNY14701NONEPC1ST CHECK OF THREE-YEAR GRANT TO BE$2,000
CHILDREN'S HOME OF BRADFORD DBA B
800 EAST MAIN STREETBRADFORDPA16701NONEPC2ND CHECK OF 5-YEAR GRANT "SHINE A B$20,000
THE BOONIES INC
PO BOX 365WARRENPA16365NONEPCANNUAL SPONSORSHIP$3,000
WASHINGTON HEALTH SYSTEM FOUNDATION
155 WILSON AVENUEWASHINGTONPA15301NONEPC2015 ANNUAL CORPORATE GIVING CAMPAIG$2,500
BUTLER HOUSING AUTHORITY
114 WOODY DRIVEBUTLERPA16001NONEPCSCHOLARSHIP PROGRAM$500
HOUSING ALLIANCE OF PA
309 FLORENCE AVE 914 NJENKINTOWNPA19046NONEPCCORPORATE MEMBERSHIP TO HELP IN EFFO$500
HOUSING TRANSITIONS INC
217 E NITTANY AVENUESTATE COLLEGEPA16801NONEPCLEAD SPONSORSHIP OF RUN FOR SHELTER$5,000
JAMESTOWN RENAISSANCE CORP
119 W 3RD STREETJAMESTOWNNY14701NONEPC2015 CONTRIBUTION$2,500
LANCASTER HOUSING OPPORTUNITY PARTN
123 E KING STREETLANCASTERPA17602NONEPC2015 CONTRIBUTION$7,500
PITTSBURGH COMMUNITY REINVESTMENT G
1901 CENTRE AVE 200PITTSBURGHPA15219NONEPCSPONSORSHIP OF FIFTH ANNUAL COMMUNIT$2,000
SHEEN HOUSING (BISHOP SHEEN ECUMENI
935 EAST AAVEROCHESTERNY14607NONEPCGALA DINNER SPONSORSHIP$500
WARREN COUNTY DEVELOPMENT ASSOCIATI
309 MARKET STREETWARRENPA16366NONEPCFUNDING FOR PHASE 1 OF RECREATIONAL$20,000
LEADERSHIP BUTLER COUNTY FBO MHY FA
101 EAST DIAMOND STREET SBUTLERPA16003NONEPCTO HELP FUND THE CONSTRUCTION OF A L$5,000
CLARION UNIVERSITY FOUNDATION INC
207 CARRIER HALLCLARIONPA16214NONEPCECONOMIC DEVELOPMENT$2,500
TUNA VALLEY TRAIL ASSOCIATION
PO BOX 1003BRADFORDPA16701NONEPCFINAL CHECK OF 3-YEAR GRANT, PINE ST$16,666
OIL REGION ALLIANCE OF BUSINESS FBO
217 ELM STREETOIL CITYPA16301NONEPCECONOMIC DEVELOPMENT$2,500
HABITAT FOR HUMANITY OF LEBANON COU
1455 E MAIN STREET 3ANNVILLEPA17003NONEPCAFFORDABLE HOUSING$2,500
POTTER COUNTY HABITAT FOR HUMANITY
PO BOX 208COUDERSPORTPA16915NONEPCCONTRIBUTION 2015$2,500
ROTARY INTERNATIONAL
14280 COLLECTIONS CENTERCHICAGOIL60693NONEPC2015 CONTRIBUTION$10,000
YOUNG WOMEN'S CHRISTIAN ASSOCIATION
401 NORTH MAIN STREETJAMESTOWNNY14701NONEPC1ST CHECK OF THREE-YEAR GRANT, TEAM$2,000
LANCASTER FAMILY YMCA ASSOCIATION
252 HARRISBURG AVELANCASTERPA17603NONEPCHEALTH/HUMAN SERVICES$10,000SUITE 200
LEBANON VALLEY VOLUNTEERS IN MEDICI
711 8TH STREETLEBANONPA17042NONEPCCOMMUNITY CAMPAIGN TO HELP SUSTAIN A$15,000
WARREN COUNTY YMCA
212 LEXINGTON AVENUEWARRENPA16365NONEPC2ND CHECK OF 2-YEAR GRANT - FUND A P$5,000
ACHIEVEMENT CENTER
101 EAST 6TH STREETERIEPA16507NONEPCFINAL CHECK OF 3-YEAR GRANT, CHILD &$10,000
BUTLER COUNTY FAMILY YMCA
339 NORTH WASHINGTON STREBUTLERPA16001NONEPCPLAYGROUND, FINAL CHECK OF 4-YEAR GR$4,000
ACHIEVA
711 BINGHAM STREETPITTSBURGHPA15203NONEPCFINAL CHECK OF 3-YEAR GRANT, OFFER W$5,000
GREATER JOHNSTOWN COMMUNITY YMCA
100 HAYNES STREETJOHNSTOWNPA15901NONEPC3RD CHECK OF 5-YEAR GRANT, CAPITAL C$2,000
LANCASTER COUNTY COMMUNITY FOUNDATI
24 W KING STLANCASTERPA17603NONEPCTO HELP FUND KIDS JOY LAND PLAYGROUN$2,500SUITE 201
CASA OF WARREN & FOREST COUNTIES
207 SECOND AVENUEWARRENPA16365NONEPC4TH CHECK OF 5-YEAR GRANT$5,000
CURWENSVILLE AREA SCHOOL DISTRICT E
650 BEECH STREETCURWENSVILLEPA16833NONEPC1ST CHECK OF 3-YEAR GRANT, REPLACEME$6,231
VOICES FOR INDEPENDENCE
1107 PAYNE AVENUEERIEPA16503NONEPCAFFORDABLE HOUSING, HEALTH & HUMAN S$3,500
YMCA OF DUBOIS
25 PARKWAY DRIVEDUBOISPA15801NONEPC1ST CHECK OF 3-YEAR GRANT, YOUTH DEV$3,333
SHRINERS HOSPITAL FOR CHILDREN
1645 WEST 8TH STREETERIEPA16505NONEPCHEALTH/HUMAN SERVICES$2,500
VETERANS MIRACLE CENTER
1573 WEST 39TH STREETERIEPA16509NONEPCHEALTH/HUMAN SERVICES$5,000
NAMI
1611 PEACH STREETERIEPA16501NONEPCQUALTIY OF LIFE IMPROVEMENT$1,000
UNION CITY FAMILY SUPPORT CENTER
38 N MAIN STREETUNION CITYPA16438NONEPCTO FUND ADULT FINANCIAL EDUCATION WO$5,000
BRADFORD CRATIVE & PERFORMING ARTS
PO BOX 153BRADFORDPA16701NONEPC2015 ANNUAL BCPAC SPONSORSHIP$10,000
FIRST LOVE CHRISTIAN ACADEMY
150 SUNSET BLVDWASHINGTONPA15301NONEPCFINAL CHECK OF 2-YEAR GRANT -PASSENG$5,000
DON RAABE CHARITIES CLASSIS
PO BOX 82BRADFORDPA16701NONEPCYOUTH DEVELOPMENT - ANNUAL BIG 30 SP$6,000
FAMILY SERVICES OF WARREN COUNTY
589 HOSPITAL DRIVEWARRENPA16365NONEPCHEALTH/HUMAN - SERVICES FALL FAMILY$2,000SUITE E
THOMAS STRUTHERS TRUST FBO STRUTHE
302 WEST THIRD AVENUEWARRENPA16365NONEPCGRANT 2015$20,000
COMMUNITY FOUNDATION OF THE ENDLESS
270 LAKE AVENEMONTROSEPA18801NONEPCBENEFITS THE UNFORTUNATE/DISADVANTAG$179,982
YMCA OF GREATER ERIE
31 WEST 10TH STREETERIEPA16501NONEPC3RD CHECK OF FOUR-YEAR GRANT, DOWNTO$2,500
ALL ABOUT CHARACTER INC
4710 KAYLIN COURTERIEPA16506NONEPCFINAL CHECK OF 2-YEAR GRANT , TROOPE$5,000
HEADWATERS CHARITABLE TRUST
109 NORTH BRADY STREET 2DUBOISPA15801NONEPCFINAL CHECK OF 3-YEAR GRANT, ENHANCE$4,000
EAGLE'S NEST LEADERSHIP CORPORATION
1129 PENNSYLVANIA AVENUEERIEPA16503NONEPCPREPARE LOW-INCOME CHILDREN FOR 9TH-$5,000
UNIVERSITY OF PITTSBURGH - BRADFORD
300 CAMPUS DRIVEBRADFORDPA16701NONEPCARTS - 2015 ANNUAL FUND RAISER$2,500
EXCHANGE CLUB
17 PRENDERGASTE AVENUEBRADFORDPA16701NONEPCQUALITY OF LIFE IMPROVEMENT$2,500
CENTRE COUNTY UNITED WAY
2790 WEST COLLEGE AVENUESTATE COLLEGEPA16501NONEPCCONTRIBUTION 2015$4,000
CLEARFIELD AREA UNITED WAY
18 NORTH SECOND ST POCLEARFIELDPA16830NONEPCCONTRIBUTION 2015$3,600
CLINTON COUNTY UNITED WAY
220 N JAY STREETLOCK HAVENPA17745NONEPCCONTRIBUTION 2015$1,000
DUBOIS AREA UNITED WAY
223 SOUTH JARED STREETDUBOISPA15801NONEPCCONTRIBUTION 2015$1,200
HUNTINGDON COUNTY UNITED WAY
PO BOX 344 212 PENN STHUNTINGDONPA16652NONEPCCONTRIBUTION 2015$1,500
KANE AREA UNITED FUND
54 FRALEY STREETKANEPA16735NONEPCCONTRIBUTION 2015$1,000
SMETHPORT UNITED WAY
PO BOX 504SMETHPORTPA16749NONEPCCONTRIBUTION 2015$400
UNITED WAY OF LAUREL HIGHLANDS
422 MAIN STREETJOHNSTOWNPA15901NONEPCCONTRIBUTION 2015 (JOHNSTOWN AREA)$5,000SUITE 203
UNITED WAY OF MIFFLIN-JUNIATA
13 EAST THIRD STREETLEWISTOWNPA17044NONEPCCONTRIBUTION 2015$1,500
LYCOMING COUNTY UNITED WAY
33 WEST THIRD STREETWILLIAMSPORTPA17701NONEPCCONTRIBUTION 2015$1,000
COMMUNITY FOUNDATION FOR THE TWIN T
104 W LOCKHART STSAYREPA18840NONEPCCONTRIBUTION 2015$500UNIT 2
UNITED WAY OF CRAWFORD COUNTY
415 CHESSTNUT STREETMEADVILLEPA16335NONEPCCONTRIBUTION 2015$3,000PO BOX 554
CAMERON COUNTY COMMUNITY CHEST
PO BOX 134EMPORIUMPA15834NONEPCCONTRIBUTION 2015$2,420
EPIC - EVERY PERSON INFLUENCES CHIL
100 MAIN STREETBUFFALONY14202NONEPCTO HELP FUND "PARENTING YOUNG CHILDR$2,000
HOPE INITIATIVES CDC INCORPORATED
506 WEST BROAD STREETROCHESTERNY14608NONEPCTO HELP PROVIDE JOBS AND TRAINING SK$8,500
ITALIAN-AMERICAN CHARITY GOLF ASSOC
PO BOX 352JAMETOWNNY14702NONEPCHEALTH/HUMAN SERVICES$1,500
JAMESTOWN COMMUNITY LEARNING COUNCI
C/O LINCOLN SCHOOL 301 FJAMESTOWNNY14701NONEPCTO FUND PARENTS AS TEACHERS HOME VIS$8,500
SERVICE COLLABORATIVE OF WNY
173 ELM STREETBUFFALONY14203NONEPCYOUTH DEVELOPMENT$8,000
SPIRITUS CHRISTI PRISON OUTREACH I
934 CULVER ROADROCHESTERNY14609NONEPCJENNIFER HOUSE PROGRAM-HOUSES WOMEN$5,000
ST MARYS AREA UNITED WAY
44 SOUTH ST MARYS STREETST MARYSPA15857NONEPCCONTRIBUTION 2015$1,700
WCA FOUNDATION INC
PO BOX 840JAMESTOWNNY14701NONEPCCONTRIBUTION 2015$2,500
CHAUTAUQUA REGION COMMUNITY FOUNDAT
418 SPRING STREETJAMESTOWNNY14701NONEPCTO HELP UNDERPRIVILEGED CHILDREN REA$1,500
TRUE COMMUNITY DEVELOPMENT CORPORAT
594 WINSLOW AVENUEBUFFALONY14211NONEPCAFFORDABLE HOUSING$5,000
UNITED WAY OF SOUTHERN CHAUTAUQUA C
413 NORTH MAIN STREETJAMESTOWNNY14701NONEPCCONTRIBUTION 2015$19,000
VISION BEYOND SIGHT FOUNDATION INC
1176 MAIN STREETBUFFALONY14209NONEPCTO HELP PURCHASE CRITICAL EQUIPMENT$4,000
CLARION COUNTY HOSPITAL
1 HOSPITAL DRIVECLARIONPA16214NONEPC4TH CHECK OF 5-YEAR GRANT, CANCER CE$20,000
CASA OF MCKEAN COUNTY
500 WEST MAIN STREETSMETHPORTPA16749NONEPCFINAL CHECK OF 2-YEAR GRANT, PROVIDE$12,500
LUTHERAN SENIOR LIFE
401 SOUTH MAIN STREETZELIENOPLEPA16063NONEPC4TH CHECK OF 5-YEAR GRANT, RETIREMEN$15,000
FOXDALE VILLAGE CORPORATION
500 EAST MARYLYN AVENUESTATE COLLEGEPA16801NONEPC2ND CHECK OF 3-YEAR GRANT, THERAPY P$4,000
FOUNDATION FOR MOUNT NITTANY MEDICA
1800 EAST PARK AVENUESTATE COLLEGEPA16803NONEPC2ND CHECK OF 3-YEAR GRANT, EQUIPMENT$5,000
CHRIC
2 ACADEMY STREETMAYVILLENY14757NONEPCCONTRIBUTION 2015$2,500
CLEARFIELD SOCCER ASSOCIATION INC
PO BOX 886CLEARFIELDPA16830NONEPCYOUTH DEVELOPMENT$3,136
HOUSING ALLIANCE OF PA
309 FLORENCE AVE 914 NJENKINTOWNPA19046NONEPCTO HELP FUND THE HOMES WITHIN REACH$3,500
MCKEAN COUNTY HABITAT FOR HUMANITY
PO BOX 292BRADFORDPA16701NONEPCCONTRIBUTION 2015$2,500
NEIGHBOR WORKS ROCHESTER
570 SOUTH AVENUEROCHESTERNY14620NONEPCCONTRIBUTION 2015$2,500
PATHSTONE
400 EAST AVENUEROCHESTERNY14607NONEPCCONTRIBUTION 2015$2,500
SPECIAL OLYMPICS PENNSYLVANIA INC
2570 BLVD OF THE GENERALSNORRISTOWNPA19403NONEPCPATERNO FAMILY STADIUM$2,500SUITE 124
THE SALVATION ARMY OF LOCK HAVEN
119 EAST CHURCH STREETLOCK HAVENPA17745NONEPCPROVIDE AT-RISK YOUTH WITH AFTER SCH$3,000PO BOX 536
YMCA OF CENTRE COUNTY
125 W HIGH STBELLEFONTEPA16823NONEPCHELP FUND NEW PROGAM CENTER$3,000
CHAUTAUQUA LAKE COMMUNITY SAILING F
PO BOX 291LAKEWOODNY14750NONEPCYOUTH DEVELOPMENT$1,500
UNITED FUND OF CORRY
PO BOX 145CORRYPA16407NONEPCCONTRIBUTION 2015$700
UNITED WAY OF GREATER LORAIN COUNTY
1875 N RIDGE ROAD ELORAINOH44055NONEPCCONTRIBUTION 2015$5,000
UNITED WAY OF THE BRADFORD AREA IN
161 MAIN STREETBRADFORDPA16701NONEPCCONTRIBUTION 2015$4,618
UNITED WAY OF VENANGO COUNTY
1999 ALLEGHENY BLVD PORENOPA16343NONEPCCONTRIBUTION 2015$4,500
COMMUNITY PARK ASSOCIATION INC
111 WEST NEW CASTLE STREEZELIENOPLEPA16063NONEPCFINAL CHECK OF 3-YEAR GRANT, SPLIT W$20,000
ERIE ART MUSEUM
411 STATE STREETERIEPA16501NONEPCFINAL CHECK OF 5-YEAR GRANT, BUILDIN$5,000
PITTSBURGH MUSICAL THEATER
327 SOUTH MAIN STREETPITTSBURGHPA15220NONEPCFINAL CHECK OF 3-YEAR GRANT, PURCHAS$5,000
LAKEWOOD MEMORIAL LIBRARY
12 WEST SUMMIT STREETLAKEWOODNY14750NONEPCFINAL CHECK OF 3-YEAR GRANT, PROVIDE$3,000
COMMUNITY ACTION SOUTHWEST (CAS)
150 WEST BEAU STREETWASHINGTONPA15301NONEPCFINAL CHECK OF 5-YEAR GRANT, STRATEG$10,000SUITE 304
UNITED WAY OF ERIE COUNTY
420 WEST 6TH STREETERIEPA16507NONEPCCONTRIBUTION 2015$21,000
ARMSTRONG HABITAT FOR HUMANITY
106 S JEFFERSON STREETKITTANNINGPA16201NONEPCAFFORDABLE HOUSING$2,500
ASHTABULA HOMELESS SHELTER INC SAM
4125 STATION AVEASHTABULAOH44004NONEPCCONTRIBUTION 2015$2,500PO BOX 743
BALTIMORE NEIGHBORHOODS INC
2530 N CHARLES STREETBALTIMOREMD21218NONEPCBENEFITS THE UNFORTUNATE/DISADVANTAG$2,500SUITE 200
BEATITUDE HOUSE
3404 LAKE AVENUEASHTABULAOH44004NONEPCQUALITY OF LIFE IMPROVEMENT$2,500
CHAUTAUQUA OPPORTUNITIES
17 COURTNEY STREETDUNKIRKNY14048NONEPCAFFORDABLE HOUSING$1,000
COMMUNITY ACTION ORGANIZATION OF ER
70 HOWARD PLACEBUFFALONY14209NONEPCBENEFITS THE UNFORTUNATE/DISADVANTAG$2,500
COMMUNITY ACTION SOUTHWEST (CAS)
150 WEST BEAU STREETWASHINGTONPA15301NONEPCBENEFITS THE UNFORTUNATE/DISADVANTAG$2,500SUITE 304
GREATER ERIE COMMUNITY ACTION COMMI
18 WEST 9TH STREETERIEPA16501NONEPCBENEFITS THE UNFORTUNATE/DISADVANTAG$2,500
GROWTH PATNERSHIP FOR ASHTABULA COU
17 NORTH MARKET STREETJEFFERSONOH44047NONEPCECONOMIC DEVELOPMENT, REDEVELOPMENT,$2,500
HABITAT FOR HUMANITY CHAUTAUQUA COU
2 ACADEMY STREET 4MAYVILLENY14757NONEPCAFFORDABLE HOUSING$2,500
HABITAT FOR HUMANITY OF CENTRE COUN
1155 ZION ROADBELLEFONTEPA16823NONEPCAFFORDABLE HOUSING$2,500
HABITAT FOR HUMANITY OF LYCOMING CO
335 ROSE STREETWILLIAMSPORTPA17701NONEPCAFFORDABLE HOUSING$2,500
HABITAT FOR HUMANITY OF THE CHESAPE
3741 COMMERCE DR 311HALETHORPEMD21227NONEPCAFFORDABLE HOUSING$2,500
HABITAT FOR HUMANITY OF WARREN COUN
PO BOX 1473WARRENPA16365NONEPCAFFORDABLE HOUSING$2,500
HABITAT FOR HUMANITY OF YORK COUNTY
335 SEWARD STREETYORKPA17404NONEPCAFFORDABLE HOUSING$2,500
HABITAT FOR HUMANITY PENNSYLVANIA
443 FAIRVIEW AVENUELANCASTERPA17603NONEPCAFFORDABLE HOUSING$1,500
JOHNSTOWN UNITED METHODIST PARISH
510 LOCUST STREETJOHNSTOWNPA15901NONEPCBENEFITS THE UNFORTUNATE/DISADVANTAG$2,500
THE FAIR HOUSING COUNCIL OF THE CAP
2100 NORTH 6TH STREETHARRISBURGPA17110NONEPCAFFORDABLE HOUSING$2,500
TRUE COMMUNITY DEVELOPMENT CORPORAT
594 WINSLOW AVENUEBUFFALONY14211NONEPCAFFORDABLE HOUSING$2,500
AVONWORTH ATHLETIC ASSOCIATION
408 CRIMSON DRIVEPITTSBURGHPA15237NONEPC1ST CHECK OF 2-YEAR GRANT, YOUTH DEV$31,500
TITUSVILLE AREA UNITED WAY
PO BOX 401TITUSVILLEPA16354NONEPCCONTRIBUTION 2015$1,800
UNITED FUND OF WARREN COUNTY
305 THIRD AVENUEWARRENPA16365NONEPCCONTRIBUTION 2015$50,000
ERIE COMMUNITY FOUNDATION - ERIE GI
459 W 6TH STREETERIEPA16507NONEPCBENEFITS THE UNFORTUNATE/DISADVANTAG$20,000
PENN BRAD OIL MUSEUM
PO BOX 365CUSTER CITYPA16725NONEPCEDUCATION$5,000
SECOND HARVEST FOOD BANK OF NORTHWE
1507 GRIMM DRIVEERIEPA16501NONEPC9,000 MOBILE FOOD PANTRY, HEALTHY$10,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,011,908TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$61ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$728,678ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$728,739ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$728,739TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,723Amt
Net Investment Income$272NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,451DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockNORTHWEST BANCSHARES INC.StockNm
EOY Book Value$12,775,650EOYBookValueAmt
EOYFMV$17,106,595EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
FEDERATED PRIME CASH OBLIGATION 851AT COST$1,437,787$1,437,787
MUTUAL FUNDSAT COST$1,120,312$1,111,582

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$18,861Amt
Net Investment Income$18,861NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$7,000Amt