EDWARD V & JESSIE L PETERS CHARIT TRUST: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- EDWARD V & JESSIE L PETERS CHARIT TRUST (EIN 25-6358729)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-22
- IRS object ID
- 202641429349100614
- Schema version
- 2025v4.1
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-22T13:30:18-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | METZ LEWIS BRODMAN MUST O'KEEFE LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 444 LIBERTY AVE STE 2100 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 256358729 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWARD V & JESSIE L PETERS CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % NICHOLAS HOLLAND C/O METZLEW | InCareOfNm |
| Business Name Control | EDWA | BusinessNameControlTxt |
| Phone | 4126676439 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 444 LIBERTY AVENUE Suite 2100 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NICHOLAS HOLLAND | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4129181100 | PhoneNum |
| Signature | 2026-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NICHOLAS J HOLLAND | PreparerPersonNm |
| PTIN | P01656200 | PTIN |
| Phone | 4129181100 | PhoneNum |
| Preparation | 2026-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,694,004 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $323,528 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $315,076 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$15,573 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $338,925 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $307,955 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $315,076 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $28,630 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $14,315 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $14,315 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $19,865 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $19,865 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,325 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,325 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $24,389 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $24,389 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $26,623 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,365 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $102,832 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $63,259 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,315 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $675,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $675,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $777,832 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $63,259 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $689,315 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$469,877 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $251,817 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $361,956 | CashBOYAmt |
| Cash EOY | $247,909 | CashEOYAmt |
| Cash EOYFMV | $247,909 | CashEOYFMVAmt |
| Corporate Stock BOY | $4,829,869 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,475,373 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,191,677 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $252,985 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $251,438 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $254,418 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $5,444,810 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,974,720 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,694,004 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $5,444,811 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,974,720 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,444,811 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,974,720 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,444,811 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,974,720 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,444,811 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$469,877 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,974,934 | SubtotalAmt |
| Other Decreases | $214 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,974,720 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| HUNTINGTON (0039) LT | 2024-01-01 | 2025-12-31 | $332,980 | $354,497 | -$21,517 | -$21,517 | |
| CAPITAL GAIN DIVIDENDS | $5,945 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$15,572 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,500 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,500 | SubtotalAmt |
| Tax Based On Investment Income | $3,500 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,712 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $13,712 | TotalPaymentsAndCreditsAmt |
| Overpayment | $10,212 | OverpaymentAmt |
| Applied To ES Tax | $3,500 | AppliedToESTaxAmt |
| Refund | $6,712 | 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 | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | 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 | NICHOLAS HOLLAND CO METZLEWIS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4129181100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 444 LIBERTY AVENUE SUITE 2100 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | 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 |
| 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 | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HUNTINGTON NATIONAL BANK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1558 DEPT EA5W86 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43216 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $28,631 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $13,625,261 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $182,381 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,807,642 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,807,642 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $207,115 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,600,527 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $680,026 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $680,026 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,500 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,500 | TotalTaxAmt |
| Distributable Before Adj | $676,526 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $676,526 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $676,526 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $689,315 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $689,315 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $676,526 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $29,747 | UndistributedIncomePYAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $689,315 | QualifyingDistributionsAmt |
| Applied To Year1 | $29,747 | AppliedToYear1Amt |
| Applied To Current Year | $659,568 | 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 |
| Undistributed Income CY | $16,958 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | NICHOLAS J HOLLAND | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 444 LIBERTY AVENUE SUITE 2100 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4129181100 | RecipientPhoneNum |
| Form And Info And Materials | SEND A LETTER WITH STATEMENT OF PURPOSE FOR WHICH THE FUNDS WILL BE USED AND INCLUDE A COPY OF THEIR IRS DETERMINATION LETTER. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NOVEMBER 1ST ANNUALLY | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CITY OF FRANKLIN | ||||||||
| 430 THIRTEENTH STREET | FRANKLIN | PA | 16323 | NONE | PC | $6,000 FRANKLIN ON ICE, $35,000 GENERAL SUPPORT | $41,000 | |
| HERMITAGE LITTLE LEAGUE | ||||||||
| 5500 VIRGINIA ROAD | HERMITAGE | PA | 16148 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| UNITED WAY OF VENANGO | ||||||||
| 1999 ALLEGHENY BLVD | RENO | PA | 16343 | NONE | PC | $10,000 ANNUAL GOLF OUTING, $50,000 GENERAL SUPPORT | $60,000 | |
| RED AND BLACK BOOSTER CLUB | ||||||||
| 246 PONE LANE | FRANKLIN | PA | 16323 | NONE | PC | $40,000 GENERAL SUPPORT | $40,000 | |
| ROCKY GROVE ATHLETIC BOOSTER | ||||||||
| 403 ROCKY GROVE AVE | FRANKLIN | PA | 16323 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| FRANKLIN BLUES & BARBECUE | ||||||||
| 415 12TH ST | FRANKLIN | PA | 16323 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| CENTRAL ELEMENTARY PTO | ||||||||
| 4100 MIDDLE ROAD | ALLISON PARK | PA | 15101 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| BARROW CIVIC THEATRE | ||||||||
| 1223 LIBERTY STREET | FRANKLIN | PA | 16323 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| FRANKLIN CEMETERY | ||||||||
| 203 ROCKY GROVE AVE | FRANKLIN | PA | 16323 | NONE | NC | GENERAL SUPPORT | $25,000 | |
| ENVISION BLIND SPORTS | ||||||||
| 88 SEIDLE ROAD | MERCER | PA | 16137 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| SHRINERS CHILDREN'S ERIE | ||||||||
| 1645 W 8TH STREET | ERIE | PA | 16505 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| VALLEY GROVE ELEMENTARY SCHOOL | ||||||||
| 389 SUGARCREEK DRIVE | FRANKLIN | PA | 16323 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| ABC LIFE CENTER | ||||||||
| 323 13TH STREET | FRANKLIN | PA | 16323 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| BETHESDA LUTHERAN SERVICES | ||||||||
| 15487 STATE HWY 86 | MEADVILLE | PA | 16335 | NONE | PC | $10,000 CHARITY GOLF CLASSIC, $25,000 GENERAL SUPPORT | $35,000 | |
| VENANGO COUNTY COON & FOX ASSN | ||||||||
| PO BOX 546 | FRANKLIN | PA | 16323 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| FSCAS OF VENANGO COUNTY | ||||||||
| 716 EAST SECOND STREET | OIL CITY | PA | 16301 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| JAMIE'S KIDS | ||||||||
| 1243 LIBERTY STREET | FRANKLIN | PA | 16323 | NONE | PC | GENERAL SUPPORT | $25,000 | SUITE 301 |
| KIRTLAND CANCER FOUNDATION | ||||||||
| PO BOX 108 | FRANKLIN | PA | 16323 | NONE | PC | WARM HEARTS PROJECT | $20,000 | |
| ROBERT MORRIS UNIVERSITY | ||||||||
| 6001 UNIVERSITY BLVD | MOON TOWNSHIP | PA | 15108 | NONE | PC | RMU GOLF PROGRAM | $25,000 | |
| ST STEPHEN SCHOOL | ||||||||
| 214 REED STREET | OIL CITY | PA | 16301 | NONE | PC | GENERAL SUPPORT | $30,000 | |
| ELEVATE CHURCH | ||||||||
| 975 MILLCREEK MALL | ERIE | PA | 16565 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| HEAVENS LAST RESORT | ||||||||
| 1333 ELK STREET | FRANKLIN | PA | 16323 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| FRANKLIN YMCA | ||||||||
| 111 WEST PARK STREET | FRANKLIN | PA | 16323 | NONE | PC | GENERAL SUPPORT | $75,000 | |
| VENANGO COUNTY HUMANE SOCIETY | ||||||||
| 286 S MAIN STREET | SENECA | PW | 16346 | NONE | PC | GENERAL SUPPORT | $49,000 | |
| FRANKLIN AREA MEALS ON WHEELS | ||||||||
| PO BOX 491 | FRANKLIN | PW | 16323 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| VICTORY ELEMENTARY SCHOOL | ||||||||
| 1819 GEORGETOWN ROAD | HARRISVILLE | PA | 16038 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $675,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $323,528 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$15,573 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $307,955 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $307,955 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | Yes (true) | 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 |
Transfer Schedule Detail TransferScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1a(1) | LineNumberTxt |
| Involved | $25,000 | InvolvedAmt |
Noncharitable Exempt Org Name NoncharitableExemptOrgName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANKLIN CEMETERY CO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfers Trans And Shr Arrngm | CASH | TransfersTransAndShrArrngmDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| TAX PREPARATION FEES | $1,250 | $1,250 |
| ACCOUNTING FEES | $2,075 | $2,075 |
Depreciation Schedule DepreciationSchedule
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANKLIN CEMETERY COMPANY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 203 ROCKY GROVE AVENUE PO BOX 731 | AddressLine1Txt |
| City | FRANKLIN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16323 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2025-03-18 | GrantDt |
| Grant | $25,000 | GrantAmt |
| Purpose Of Grant | THESE FUNDS WOULD BE USED FOR PROJECTS, EQUIPMENT, AND MAINTENANCE. | PurposeOfGrantTxt |
| Expended By Grantee | $25,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 05/18/2026 | DatesOfReportsByGranteeTxt |
| Verification | 2026-05-18 | VerificationDt |
| Results Of Verification | TO THE FOUNDATION'S KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED. | ResultsOfVerificationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALLEGHENY CNTY PA SA | $151,438 | $154,314 |
| NORTHAMPTON TWP PA | $100,000 | $100,104 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (69 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC | $17,164 | $375,600 |
| AUTOMATIC DATA PROCE | $152,535 | $411,568 |
| CROWN CASTLE INC | $0 | $0 |
| WAL MART STORES INC | $156,434 | $969,267 |
| CHUBB LTD | $94,136 | $530,604 |
| I SHARES RUSSELL 200 | $70,311 | $156,065 |
| INVESCO EXCHANGE-TRA | $0 | $0 |
| ABBVIE INC | $26,777 | $205,641 |
| CHURCH & DWIGHT INC | $0 | $0 |
| GILEAD SCIENCES INC | $59,211 | $294,576 |
| LOWES COS INC | $53,991 | $192,928 |
| M & T BK CORP | $109,710 | $151,110 |
| MORGAN STANLEY | $79,699 | $355,060 |
| UNION PAC CORP | $8,792 | $69,396 |
| SPDR SER TR | $295,294 | $571,861 |
| ANALOG DEVICES INC | $86,800 | $406,800 |
| APPLE INC | $123,109 | $1,304,928 |
| BECTON DICKINSON & C | $0 | $0 |
| CATERPILLAR INS | $12,298 | $85,931 |
| CISCO SYS INC | $166,780 | $562,319 |
| EXXON MOBIL CORP | $17,063 | $180,510 |
| JOHNSON & JOHNSON | $10,722 | $36,216 |
| METLIFE INC | $66,674 | $144,460 |
| MICROSOFT CORP | $34,835 | $725,430 |
| PEPSICO INC | $49,106 | $287,040 |
| PHILLIPS 66 | $67,935 | $109,684 |
| QUALCOMM INC | $36,715 | $290,785 |
| HONEYWELL INTL INC | $160,304 | $258,494 |
| LOCKHEED MARTIN CORP | $133,746 | $241,835 |
| OMNICOM GROUP INC | $80,532 | $129,200 |
| CONSTELLATION BRANDS | $71,016 | $68,980 |
| JPMORGAN CHASE & CO | $17,034 | $144,999 |
| NEXTERA ENERGY INC | $35,644 | $200,700 |
| PROCTER & GAMBLE CO | $120,386 | $290,919 |
| CVS HEALTH CORP | $71,369 | $218,557 |
| DEERE & CO | $39,566 | $512,127 |
| ORACLE CORP | $0 | $0 |
| PHILIP MORRIS INTL I | $167,424 | $529,320 |
| VALERO ENERGY CORP N | $71,230 | $162,790 |
| EATON VANCE MUTUAL F | $116,535 | $102,642 |
| ISHARES TR | $164,084 | $266,164 |
| AT&T INC | $0 | $0 |
| ALTRIA GROUP INC | $42,289 | $115,320 |
| BLACKROCK INC | $101,744 | $321,102 |
| 3M CO | $0 | $0 |
| UNITEDHEALTH GROUP I | $81,555 | $251,214 |
| INTERNATIONAL BUSINE | $0 | $0 |
| MCDONALDS CORP | $11,326 | $61,126 |
| PFIZER INC | $104,735 | $158,065 |
| SEMPRA | $47,640 | $88,290 |
| COSTCO WHOLESALE COR | $74,814 | $172,468 |
| WEC ENERGY GROUP INC | $0 | $0 |
| NORTHROP GRUMMAN COR | $0 | $0 |
| AMERICAN ELEC PWR CO | $47,965 | $57,655 |
| FIRST EAGLE FDS | $150,000 | $201,717 |
| MCCORMICK & CO INC | $0 | $0 |
| BANK AMER CORP | $0 | $0 |
| LILLY ELI & CO | $96,630 | $322,404 |
| PRUDENTIAL FINL INC | $0 | $0 |
| STONE RIDGE ASSET | $200,000 | $200,000 |
| ZOETIS INC | $0 | $0 |
| PARKER HANNIFIN CORP | $46,323 | $87,896 |
| ROCKWELL AUTOMATION INC | $44,886 | $58,361 |
| ADVANCED MICRO DEVICES | $0 | $0 |
| BROADCOM INC | $85,761 | $259,575 |
| ACCENTURE PLC CL A | $0 | $0 |
| LINDE PLC | $162,647 | $170,556 |
| AMERICAN TOWER | $122,075 | $105,342 |
| SOLSTICE ADVANCED MATERIALS | $10,022 | $16,080 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PORTER WRIGHT LEGAL FEES | CategoryTxt |
| Legal Fees | $19,865 | LegalFeesAmt |
| Net Investment Income | $19,865 | NetInvestmentIncomeAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| OTHER ADJUSTMENT | $152 |
| NONDEDUCTIBLE PENALTY (2024 TAX) | $62 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGMT FEES | CategoryTxt |
| Amt | $24,389 | Amt |
| Net Investment Income | $24,389 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $1,365 | $1,365 |
| FEDERAL TAX PAYMENTS 2025 | $25,258 |
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