DORIS E STACKPOLE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- DORIS E STACKPOLE FOUNDATION (EIN 83-3010523)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-12
- IRS object ID
- 202513169349102966
- Schema version
- 2024v5.2
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-12T14:31:15-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 251491692 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DENTONS COHEN & GRIGSBY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 625 LIBERTY AVENUE 5TH FLOOR | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152223152 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 833010523 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DORIS E STACKPOLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DORI | BusinessNameControlTxt |
| Phone | 4122974857 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C ERIC PFEIL 625 LIBERTY AVE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152223152 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | C ERIC PFEIL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4122974857 | PhoneNum |
| Signature | 2025-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARY M LENGYEL | PreparerPersonNm |
| PTIN | P00734474 | PTIN |
| Phone | 4122974621 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,109,097 | 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 | $65,242 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $65,242 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $144,051 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $144,051 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $63,379 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,434,297 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $62,564 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $272,672 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $271,857 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $50,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $37,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $12,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $37,832 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $28,374 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $9,458 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $228 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $228 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $88,950 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $66,713 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $22,237 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $177,010 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $132,815 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $44,195 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $465,003 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $465,003 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $642,013 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $132,815 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $509,198 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$369,341 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $139,042 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $616,112 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $226,417 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $226,417 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,839,414 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,593,018 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,602,378 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,978,461 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,215,285 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,135,574 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $116,596 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $146,522 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $144,728 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,550,583 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,181,242 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,109,097 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $9,692,744 | CapitalStockBOYAmt |
| Capital Stock EOY | $9,692,744 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$142,161 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$511,502 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,550,583 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,181,242 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,550,583 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,181,242 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,550,583 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$369,341 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,181,242 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,181,242 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES (FIDELITY XXX-744785) | $201,664 | $188,391 | $13,273 | $13,273 | |
| PUBLICLY TRADED SECURITIES (FIDELITY XXX-762261) | $110,995 | $168,384 | -$57,389 | -$57,389 | |
| PUBLICLY TRADED SECURITIES (FIDUCIARY TRUST CO. XXXX43100) | $1,033,621 | $955,032 | $78,589 | $78,589 | |
| PUBLICLY TRADED SECURITIES (FIFTH THIRD BANK XXX0895) | $79,322 | $59,926 | $19,396 | $19,396 | |
| CAPITAL GAINS DIVIDENDS | $8,695 | $8,695 | $8,695 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $62,564 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,933 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,933 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,933 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $21,973 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $21,973 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $20,040 | OverpaymentAmt |
| Applied To ES Tax | $20,040 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | C ERIC PFEIL | IndividualWithBooksNm |
| Phone | 4122974857 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 625 LIBERTY AVENUE 7TH FLOOR | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152223152 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| C ERIC PFEIL | ||||||||
| 625 LIBERTY AVENUE 7TH FLOOR | PITTSBURGH | PA | 152223152 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| W CHRISTOPHER CHANEY | ||||||||
| 625 LIBERTY AVENUE 7TH FLOOR | PITTSBURGH | PA | 152223152 | TRUSTEE | 2.50 | $0 | $0 | $0 |
| JANE A DIXON | ||||||||
| 625 LIBERTY AVENUE 7TH FLOOR | PITTSBURGH | PA | 152223152 | TRUSTEE | 8.00 | $50,000 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,525,800 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $435,195 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,960,995 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,960,995 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $179,415 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,781,580 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $589,079 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $589,079 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,933 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,933 | TotalTaxAmt |
| Distributable Before Adj | $587,146 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $587,146 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $587,146 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $509,198 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $509,198 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $587,146 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $462,292 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $509,198 | QualifyingDistributionsAmt |
| Applied To Year1 | $462,292 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $46,906 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $540,240 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| DICKINSON CENTER INC | |||||||
| 43 SERVIDEA DRIVE | RIDGWAY | PA | 15853 | NONE | PC | YOUTH RESIDENTIAL TREATMENT SUMMER PROGRAM & BACK TO SCHOOL SUPPLIES | $7,000 |
| ELK COUNTY COMMUNITY FOUNDATION | |||||||
| 32 SOUTH SAINT MARYS STREET SUITE 4 | ST MARYS | PA | 15857 | NONE | PC | DORIS STACKPOLE FUND | $25,000 |
| ELK COUNTY HUMANE SOCIETY | |||||||
| 1029 EAST ESCHBACH ROAD | ST MARYS | PA | 15857 | NONE | PC | FOR SPAY/NEUTER PROGRAM AND CLASSROOM CUPBOARDS AND FOR THE PURCHASE OF A NEW VAN | $50,000 |
| FAMILY HOUSE INC | |||||||
| 5308 LIBERTY AVENUE | PITTSBURGH | PA | 15224 | NONE | PC | RESTRICTED FOR THE USE OF RESIDENTS OF ELK COUNTY, PA | $15,000 |
| GIRL SCOUTS OF WESTERN PENNSYLVANIA | |||||||
| 503 MARTINDALE STREET SUITE 500 | PITTSBURGH | PA | 15212 | NONE | PC | SUPPORT OF STEM PROGRAM | $12,300 |
| JOHNSONBURG AREA SCHOOL DISTRICT | |||||||
| 315 HIGH SCHOOL ROAD | JOHNSONBURG | PA | 15845 | NONE | PC | TO PURCHASE A BOOK VENDING MACHINE FOR THE ELEMENTARY SCHOOL AND HOLIDAY MEALS; TO PURCHASE GYM SPEAKERS, MUSICAL INSTRUMENTS | $35,159 |
| PENN STATE UNIVERSITY EXTENSION | |||||||
| 300 CENTER STREET | RIDGWAY | PA | 15853 | NONE | PC | FOR ELK COUNTY 4-H PROGRAM | $5,000 |
| RIDGWAY AREA SCHOOL DISTRICT | |||||||
| 1403 HILL STREET | RIDGWAY | PA | 15853 | NONE | PC | TO FUND VARIOUS SCHOOL PROGRAMS | $6,522 |
| RIDGWAY YMCA | |||||||
| 34 NORTH BROAD STREET | RIDGWAY | PA | 15853 | NONE | PC | TO PROVIDE HEALTHY MEALS AND SNACKS FOR SUMMER CAMP | $8,500 |
| SALVATION ARMY OF WESTERN PENNSYLVANIA | |||||||
| 700 BELL AVENUE | CARNEGIE | PA | 15106 | NONE | PC | TO FUND THE ELK COUNTY EMERGENCY GAP FUND AND ELK COUNTY SENIOR BIRTHDAYS AND TO FUND THE PURCHASE OF A CHRYSLER PACIFICA PASSENGER VAN | $56,698 |
| ST MARYS AREA SCHOOL DISTRICT | |||||||
| 977 SOUTH ST MARYS ROAD | ST MARYS | PA | 15857 | NONE | PC | TO FUND VARIOUS SCHOOL PROGRAMS AND TO ESTABLISH AND REPLENISH SCHOOL CLASSROOM CUPBOARDS; AGRICULTURAL EDUCATION PROGRAM | $115,335 |
| ST MARYS CHURCH | |||||||
| 325 CHURCH STREET | ST MARYS | PA | 15857 | NONE | PC | TO FUND ST WALBURGA GROTTO HILLSIDE RENOVATION | $25,000 |
| ST MARYS PUBLIC LIBRARY | |||||||
| 127 CENTER STREET | ST MARYS | PA | 15857 | NONE | PC | FOR STEM CAMPS FOR MIDDLE SCHOOL AGE CHILDREN AND FOR THE LIBRARY OF THINGS | $2,500 |
| VFW FOUNDATION | |||||||
| 406 WEST 34TH STREET STE 920 | KANSAS CITY | MO | 64111 | NONE | PC | FOR THE BENEFIT OF THE HALL MOORE STARNER VFW POST 5887 IN RIDGWAY, PA | $50,000 |
| SECOND HARVEST FOOD BANK OF NW PENNSYLVANIA | |||||||
| 1507 GRIMM DRIVE | ERIE | PA | 16501 | NONE | PC | TO FUND FOX TOWNSHIP & SOUTH ST. MARY'S STREET ELEMENTARY SCHOOLS SUMMER FEEDING PROGRAM | $5,000 |
| KEYSTONE RURAL HEALTH CONSORTIA INC | |||||||
| 49 RIDGMONT DRIVE SUITE 1 | RIDGWAY | PA | 15853 | NONE | PC | FOR THE FOOD PANTRY AND FOOD BOXES FOR PATIENTS | $10,000 |
| COMMUNITY EDUCATION CENTER OF ELK & CAMERON COUNTIES | |||||||
| 4 ERIE AVENUE SUITE 200 | ST MARYS | PA | 15857 | NONE | PC | TO FUND THE PURCHASE OF 400 COPIES OF 988 END THE STIGMA BOOK AND DISCOVERY PARTNERSHIP PROGRAM | $12,400 |
| BUCKSGAHUDA & WESTERN RAILROAD COMPANY | |||||||
| 168 GILLEN CROSSING ROAD | KERSEY | PA | 15846 | NONE | PC | TO FUND THE PURCHASE OF NEW WHEELS FOR THE STEAM ENGINE | $6,536 |
| JOHNSONBURG PUBLIC LIBRARY | |||||||
| 520 MARKET STREET 1 | JOHNSONBURG | PA | 15845 | NONE | PC | TO FUND COMPUTER AND FURNITURE PURCHASES | $8,853 |
| RIDGWAY PUBLIC LIBRARY | |||||||
| 329 CENTER STREET | RIDGWAY | PA | 15853 | NONE | PC | FOR KALEIDOSCOPE STEEL SCULPTURES | $8,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $465,003 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $65,242 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $144,051 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $63,379 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $272,672 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $272,672 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDUCIARY TRUST CO. (XXXX43100) - FIXED INCOME | $1,094,576 | $1,104,984 |
| FIFTH THIRD BANK (XXX0895) - FIXED INCOME | $1,120,709 | $1,030,590 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY (XXX-744785) - CORPORATE STOCK | $944,906 | $1,426,423 |
| FIDELITY (XXX-762261) - CORPORATE STOCK | $1,582,606 | $1,764,439 |
| FIDUCIARY TRUST CO. (XXXX43100) - EQUITIES | $2,475,145 | $3,697,555 |
| FIFTH THIRD BANK (XXX0895) - EQUITIES | $1,590,361 | $2,713,961 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FIDUCIARY TRUST CO. (XXXX43100) - ALTERNATIVES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $146,522 | BookValueAmt |
| EOYFMV | $144,728 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DENTONS COHEN & GRIGSBY P.C. | CategoryTxt |
| Legal Fees | $37,832 | LegalFeesAmt |
| Net Investment Income | $28,374 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,458 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES (FIDELITY XXX-744785) | $13,672 | $10,254 | $3,418 |
| INVESTMENT MANAGEMENT FEES (FIDELITY XXX-762261) | $14,570 | $10,928 | $3,642 |
| INVESTMENT MANAGEMENT FEES (FIDUCIARY TRUST CO. XXXX43100) | $35,936 | $26,952 | $8,984 |
| INVESTMENT MANAGEMENT FEES (FIFTH THIRD BANK XXX0895)) | $24,772 | $18,579 | $6,193 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX WITHHELD | CategoryTxt |
| Amt | $228 | Amt |
| Net Investment Income | $228 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |