EDWARD V & JESSIE L PETERS CHARIT TRUST: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- EDWARD V & JESSIE L PETERS CHARIT TRUST (EIN 25-6358729)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-15
- IRS object ID
- 202501359349102055
- Schema version
- 2024v5.1
- 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
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-15T08:41:57-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | % HUNTINGTON NATIONAL BANK | InCareOfNm |
| Business Name Control | EDWA | BusinessNameControlTxt |
| Phone | 4126676439 | PhoneNum |
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 |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICK AQUILINA | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 4129181100 | PhoneNum |
| Signature | 2025-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NICHOLAS J HOLLAND | PreparerPersonNm |
| PTIN | P01656200 | PTIN |
| Phone | 4129181100 | PhoneNum |
| Preparation | 2025-05-15 | PreparationDt |
| 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 | $13,573,837 | 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 | $323,460 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $315,012 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $700,081 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,373,067 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $700,082 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,567 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,025,108 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,015,094 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $20,310 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $10,155 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $10,155 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,200 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $17,301 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17,301 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,257 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,169 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $43,068 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,625 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,355 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $575,660 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $575,660 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $618,728 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,625 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $590,015 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $406,380 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $986,469 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $326,742 | CashBOYAmt |
| Cash EOY | $361,956 | CashEOYAmt |
| Cash EOYFMV | $361,956 | CashEOYFMVAmt |
| Corporate Stock BOY | $4,454,934 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,829,869 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,957,174 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $254,538 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $252,985 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $254,707 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $5,036,214 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,444,810 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,573,837 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $5,036,214 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $5,444,811 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,036,214 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,444,811 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,036,214 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,444,811 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,036,214 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $406,380 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,217 | OtherIncreasesAmt |
| Subtotal | $5,444,811 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,444,811 | 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 039 | 2023-01-01 | 2024-12-31 | $1,369,080 | $672,985 | $696,095 | $696,095 | |
| CAPITAL GAIN DIVIDENDS | $3,987 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $700,082 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,712 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $13,712 | SubtotalAmt |
| Tax Based On Investment Income | $13,712 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,166 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $2,166 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $62 | EsPenaltyAmt |
| Tax Due | $11,608 | TaxDueAmt |
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 | HUNTINGTON NATIONAL BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4126676439 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| 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) |
|---|---|---|
| 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 | $20,310 | 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 | $12,657,652 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $202,209 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,859,861 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,859,861 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $192,898 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,666,963 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $633,348 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $633,348 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,712 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,712 | TotalTaxAmt |
| Distributable Before Adj | $619,636 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $619,636 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $619,636 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $590,015 | 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 | $590,015 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $619,636 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $126 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $590,015 | QualifyingDistributionsAmt |
| Applied To Year1 | $126 | AppliedToYear1Amt |
| Applied To Current Year | $589,889 | 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 | $29,747 | 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 | KENNETH J HAGER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 310 GRANT STREET 5TH FLOOR | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4126676439 | 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 (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| CITY OF FRANKLIN | |||||||
| 430 THIRTEENTH STREET | FRANKLIN | PA | 16323 | NONE | $7,000 FRANKLIN ON ICE, $10,000 BILL BEITH GOLF OUTING, $25,000 GENERAL OPERATING | $42,000 | |
| MEL BLOUNT YOUTH HOME | |||||||
| 6 MEL BLOUNT DRIVE | CLAYSVILLE | PA | 15323 | NONE | GENERAL OPERATING | $25,000 | |
| HERMITAGE LITTLE LEAGUE | |||||||
| 5500 VIRGINIA ROAD | HERMITAGE | PA | 16148 | NONE | MINOR FIELD IMPROVEMENTS | $15,760 | |
| UNITED WAY OF VENANGO | |||||||
| 1999 ALLEGHENY BLVD | RENO | PA | 16343 | NONE | ANNUAL GOLF OUTING | $60,000 | |
| RED AND BLACK BOOSTER CLUB | |||||||
| 246 PONE LANE | FRANKLIN | PA | 16323 | NONE | $5,000 GOLF OUTING, $29,611.55 JODY RAY BILLINGSLEY GOLF OUTING | $34,612 | |
| ROCKY GROVE ATHLETIC BOOSTER | |||||||
| 403 ROCKY GROVE AVE | FRANKLIN | PA | 16323 | NONE | GENERAL OPERATING | $20,000 | |
| FRANKLIN BLUES & BARBECUE | |||||||
| 415 12TH ST | FRANKLIN | PA | 16323 | NONE | GENERAL OPERATING | $20,000 | |
| CENTRAL ELEMENTARY PTO | |||||||
| 4100 MIDDLE ROAD | ALLISON PARK | PA | 15101 | NONE | GENERAL OPERATING | $5,000 | |
| BARROW CIVIC THEATRE | |||||||
| 1223 LIBERTY STREET | FRANKLIN | PA | 16323 | NONE | GENERAL OPERATING | $10,000 | |
| FRANKLIN CEMETERY | |||||||
| 203 ROCKY GROVE AVE | FRANKLIN | PA | 16323 | NONE | GENERAL OPERATING | $25,000 | |
| ENVISION BLIND SPORTS | |||||||
| 88 SEIDLE ROAD | MERCER | PA | 16137 | NONE | GENERAL OPERATING | $20,000 | |
| SHRINERS CHILDREN'S ERIE | |||||||
| 1645 W 8TH STREET | ERIE | PA | 16505 | NONE | GENERAL OPERATING | $20,000 | |
| VALLEY GROVE ELEMENTARY SCHOOL | |||||||
| 389 SUGARCREEK DRIVE | FRANKLIN | PA | 16323 | NONE | GENERAL OPERATING | $135,000 | |
| ABC LIFE CENTER | |||||||
| 323 13TH STREET | FRANKLIN | PA | 16323 | NONE | GENERAL OPERATING | $10,000 | |
| BETHESDA LUTHERAN SERVICES | |||||||
| 15487 STATE HWY 86 | MEADVILLE | PA | 16335 | NONE | GENERAL OPERATING | $35,000 | |
| COMMUNITY AMBULANCE | |||||||
| PO BOX 92 | TOWNSEND | WI | 54175 | NONE | GENERAL OPERATING | $23,288 | |
| FSCAS OF VENANGO COUNTY | |||||||
| 716 EAST SECOND STREET | OIL CITY | PA | 16301 | NONE | GENERAL OPERATING | $25,000 | |
| VENANGO COUNTY COON & FOX ASSN | |||||||
| PO BOX 546 | FRANKLIN | PA | 16323 | NONE | GENERAL OPERATING | $10,000 | |
| VENANGO COUNTY SHERIFF'S OFFICE | |||||||
| 1168 LIBERTY ST | FRANKLIN | PA | 16323 | NONE | GENERAL OPERATING | $40,000 | PO BOX 831 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $575,660 | 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 | $323,460 | 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 | $700,081 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Exclusion | $1,567 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,025,108 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,025,108 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $4,200 | Amt |
| Disbursements Charitable Prps | $4,200 | DisbursementsCharitablePrpsAmt |
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 | 2024-03-22 | 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 | 05/08/2024 | DatesOfReportsByGranteeTxt |
| Verification | 2024-05-08 | 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 | $152,012 | $153,936 |
| NORTHAMPTON TWP PA | $100,973 | $100,771 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (68 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC | $17,164 | $227,160 |
| AUTOMATIC DATA PROCE | $152,535 | $468,368 |
| CROWN CASTLE INC | $0 | $0 |
| WAL MART STORES INC | $156,434 | $786,045 |
| CHUBB LTD | $94,136 | $469,710 |
| I SHARES RUSSELL 200 | $70,311 | $140,089 |
| INVESCO EXCHANGE-TRA | $0 | $0 |
| ABBVIE INC | $26,777 | $159,930 |
| CHURCH & DWIGHT INC | $0 | $0 |
| GILEAD SCIENCES INC | $59,211 | $221,688 |
| LOWES COS INC | $53,991 | $197,440 |
| M & T BK CORP | $109,710 | $141,008 |
| MORGAN STANLEY | $79,699 | $251,440 |
| UNION PAC CORP | $8,792 | $68,412 |
| SPDR SER TR | $295,294 | $499,353 |
| ANALOG DEVICES INC | $86,800 | $318,690 |
| APPLE INC | $123,109 | $1,202,016 |
| BECTON DICKINSON & C | $0 | $0 |
| CATERPILLAR INS | $12,298 | $54,414 |
| CISCO SYS INC | $166,780 | $432,160 |
| EXXON MOBIL CORP | $17,063 | $161,355 |
| JOHNSON & JOHNSON | $10,722 | $25,309 |
| METLIFE INC | $66,674 | $149,840 |
| MICROSOFT CORP | $34,835 | $632,250 |
| PEPSICO INC | $49,106 | $304,120 |
| PHILLIPS 66 | $67,935 | $96,841 |
| QUALCOMM INC | $36,715 | $261,154 |
| HONEYWELL INTL INC | $170,337 | $299,304 |
| LOCKHEED MARTIN CORP | $133,746 | $242,970 |
| OMNICOM GROUP INC | $80,532 | $137,664 |
| CONSTELLATION BRANDS | $71,016 | $110,500 |
| JPMORGAN CHASE & CO | $17,034 | $107,870 |
| NEXTERA ENERGY INC | $35,644 | $179,225 |
| PROCTER & GAMBLE CO | $120,386 | $340,330 |
| CVS HEALTH CORP | $71,369 | $123,627 |
| DEERE & CO | $39,566 | $466,070 |
| ORACLE CORP | $0 | $0 |
| PHILIP MORRIS INTL I | $167,424 | $397,155 |
| VALERO ENERGY CORP N | $71,230 | $122,590 |
| EATON VANCE MUTUAL F | $116,535 | $106,453 |
| ISHARES TR | $164,084 | $203,454 |
| AT&T INC | $0 | $0 |
| ALTRIA GROUP INC | $42,289 | $104,580 |
| BLACKROCK INC | $101,744 | $307,533 |
| 3M CO | $0 | $0 |
| UNITEDHEALTH GROUP I | $81,555 | $384,959 |
| INTERNATIONAL BUSINE | $0 | $0 |
| MCDONALDS CORP | $11,326 | $57,978 |
| PFIZER INC | $104,735 | $168,412 |
| SEMPRA | $95,280 | $175,440 |
| COSTCO WHOLESALE COR | $74,814 | $183,254 |
| WEC ENERGY GROUP INC | $0 | $0 |
| NORTHROP GRUMMAN COR | $0 | $0 |
| AMERICAN ELEC PWR CO | $47,965 | $46,115 |
| FIRST EAGLE FDS | $150,000 | $157,600 |
| MCCORMICK & CO INC | $0 | $0 |
| BANK AMER CORP | $0 | $0 |
| LILLY ELI & CO | $96,630 | $231,600 |
| PRUDENTIAL FINL INC | $0 | $0 |
| STONE RIDGE ASSET | $200,000 | $201,122 |
| ZOETIS INC | $114,620 | $97,758 |
| PARKER HANNIFIN CORP | $46,323 | $63,603 |
| ROCKWELL AUTOMATION INC | $44,886 | $42,869 |
| ADVANCED MICRO DEVICES | $49,475 | $36,237 |
| BROADCOM INC | $85,761 | $173,880 |
| ACCENTURE PLC CL A | $142,750 | $140,716 |
| LINDE PLC | $162,647 | $167,468 |
| AMERICAN TOWER | $122,075 | $110,046 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Revenue And Expenses Per Books | $1,567 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ADJUSTMENT | Desc |
| Amt | $2,217 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGMT FEES | CategoryTxt |
| Amt | $17,301 | Amt |
| Net Investment Income | $17,301 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $1,169 | $1,169 |
| FEDERAL TAX PAYMENTS 2024 | $88 |
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