CRAWFORD HERITAGE COMMUNITY FOUNDATION: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
CRAWFORD HERITAGE COMMUNITY FOUNDATION (EIN 25-1813245)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-14
IRS object ID
202433199349307178
Schema version
2023v5.1
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)
Return2024-11-14T12:07:44-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN251031405PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MCGILL POWER BELL & ASSOC LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1180 MERCER STREETAddressLine1Txt
CityMEADVILLECityNm
State AbbreviationPAStateAbbreviationCd
ZIP16335ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN251813245EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CRAWFORD HERITAGE COMMUNITY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCRAWBusinessNameControlTxt
Phone8143365206PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1415 CHESTNUT STREETAddressLine1Txt
CityMEADVILLECityNm
State AbbreviationPAStateAbbreviationCd
ZIP16335ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHRISTIAN M MAHERPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone8143365206PhoneNum
Signature2024-11-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRUCE A LAWRENCEPreparerPersonNm
PTINP01329574PTIN
Phone8147245890PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerCHRISTIAN M MAHERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1415 CHESTNUT STREETAddressLine1Txt
CityMEADVILLECityNm
State AbbreviationPAStateAbbreviationCd
ZIP16335ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$16,022,761GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.CRAWFORDHERITAGE.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1997FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionA COMMUNITY FOUNDATION ESTABLISHED TO PROVIDE A FRAMEWORK FOR CHARITABLE GIVING TO LOCAL WORTHY CAUSES IN CRAWFORD COUNTY, PENNSYLVANIA.ActivityOrMissionDesc
Voting Members Governing Body15VotingMembersGoverningBodyCnt
Voting Members Independent15VotingMembersIndependentCnt
Total Employee4TotalEmployeeCnt
Total Volunteers25TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,500,243PYContributionsGrantsAmt
CY Contributions Grants$3,143,592CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$780,828PYInvestmentIncomeAmt
CY Investment Income$596,434CYInvestmentIncomeAmt
PY Other Revenue$10,354PYOtherRevenueAmt
CY Other Revenue$1,545CYOtherRevenueAmt
PY Total Revenue$2,291,425PYTotalRevenueAmt
CY Total Revenue$3,741,571CYTotalRevenueAmt
PY Grants And Similar Paid$911,473PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,140,303CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$129,158PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$178,472CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$67,450CYTotalFundraisingExpenseAmt
PY Other Expenses$223,198PYOtherExpensesAmt
CY Other Expenses$253,301CYOtherExpensesAmt
PY Total Expenses$1,263,829PYTotalExpensesAmt
CY Total Expenses$1,572,076CYTotalExpensesAmt
PY Revenues Less Expenses$1,027,596PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$2,169,495CYRevenuesLessExpensesAmt
Total Assets BOY$28,653,403TotalAssetsBOYAmt
Total Assets EOY$35,030,102TotalAssetsEOYAmt
Total Liabilities BOY$2,603,606TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,199,448TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$26,049,797NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$31,830,654NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionA COMMUNITY FOUNDATION ESTABLISHED TO PROVIDE A FRAMEWORK FOR CHARITABLE GIVING TO LOCAL WORTHY CAUSES IN CRAWFORD COUNTY, PENNSYLVANIA.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,205,921ExpenseAmt
Grant$1,140,303GrantAmt
Revenue$1,545RevenueAmt
DescTHE CRAWFORD HERITAGE COMMUNITY FOUNDATION IS DEDICATED TO IMPROVING THE QUALITY OF LIFE IN CRAWFORD COUNTY, PENNSYLVANIA BY CONNECTING PEOPLE AND ORGANIZATIONS TO THE CHARITABLE NEEDS OF OUR REGION. THE FOUNDATION OFFERS LOCAL SERVICE AND KNOWLEDGE, ESPECIALLY IN REGARDS TO CHARITABLE IMPACT OF REGIONAL GIVING. IT IS ORGANIZED TO FUNCTION IN PERPETUITY AND KNOW AND UNDERSTAND COMMUNITY NEEDS NOW AND IN THE FUTURE. IT SERVES DONORS WHO HAVE MULTIPLE CHARITABLE INTENT AND THOSE WHO WISH TO HAVE AN IMPACT IN MORE THAN ONE WAY. MONEY GIVEN TO THE FOUNDATION IS USED TO PROVIDE GRANTS TO SUPPORT THE CAUSES OUR DONORS CARE ABOUT AS WELL AS WORTHWHILE PROGRAMS WE SELECT. WE MANAGE MORE THAN 100 FUNDS, WHICH BENEFIT MORE THAN 100 DIFFERENT ORGANIZATIONS, SCHOLARSHIPS AND CHARITABLE PURPOSES.RAISED APPROXIMATELY $3,140,000 OF ASSETS TO ENABLE FUTURE YEAR FUNDING OF CHARITABLE ENDEAVORS. WAS ABLE TO FUND $1,140,303 OF GRANTS DURING THE CURRENT YEAR.Desc
Total Program Service Expenses$1,205,921TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit CounselingYes (1)CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document2IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee4EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members15GoverningBodyVotingMembersCnt
Independent Voting Member15IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ORGANIZATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8143365206PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1415 CHESTNUT STREETAddressLine1Txt
CityMEADVILLECityNm
State AbbreviationPAStateAbbreviationCd
ZIP16335ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
REV BARRY CRESSMAN
PRESIDENT1.00Yes (X)Yes (X)$0$0$0
DAVE GALEY
FIRST VICE PRESIDENT1.00Yes (X)Yes (X)$0$0$0
BOBBI JO DECRAPIO
SECOND VICE PRESIDENT1.00Yes (X)Yes (X)$0$0$0
JENNIFER MOHTASHEMI
THIRD VICE PRESIDENT1.00Yes (X)Yes (X)$0$0$0
NANCY WORMAN
TREASURER1.00Yes (X)Yes (X)$0$0$0
LUKE RUOT
SECRETARY1.00Yes (X)Yes (X)$0$0$0
TERRY FUNK
DIRECTOR1.00Yes (X)$0$0$0
PAUL HUBER
DIRECTOR1.00Yes (X)$0$0$0
TODD ISHIMARU
DIRECTOR1.00Yes (X)$0$0$0
JEFFREY S LANG
DIRECTOR1.00Yes (X)$0$0$0
DIANE ROBBINS
DIRECTOR1.00Yes (X)$0$0$0
ELISABETH SMITH
DIRECTOR THROUGH JULY 20231.00Yes (X)$0$0$0
SUSAN TRUCCO
DIRECTOR1.00Yes (X)$0$0$0
DR PETER WHITE
DIRECTOR1.00Yes (X)$0$0$0
LISA PEPICELLI YOUNGS ESQ
DIRECTOR1.00Yes (X)$0$0$0
CHRISTIAN M MAHER
EXECUTIVE DIRECTOR35.00Yes (X)$91,470$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$91,470TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$3,143,592AllOtherContributionsAmt
Noncash Contributions$67,089NoncashContributionsAmt
Total Contributions$3,143,592TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$740,695TotalRevenueColumnAmt
Exclusion$740,695ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$12,136,929SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$12,281,190SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$144,261SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$144,261TotalRevenueColumnAmt
Exclusion-$144,261ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business523000BusinessCd
Total Revenue Column$1,545TotalRevenueColumnAmt
Related Or Exempt Func Income$1,545RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$1,545OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,741,571TotalRevenueColumnAmt
Related Or Exempt Func Income$1,545RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$596,434ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$902,760TotalAmt
Program Services$902,760ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$237,543TotalAmt
Program Services$237,543ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$90,270TotalAmt
Program Services$18,054ProgramServicesAmt
Management And General$49,648ManagementAndGeneralAmt
Fundraising$22,568FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$74,045TotalAmt
Program Services$42,640ProgramServicesAmt
Management And General$9,475ManagementAndGeneralAmt
Fundraising$21,930FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$750TotalAmt
Program Services$281ProgramServicesAmt
Management And General$375ManagementAndGeneralAmt
Fundraising$94FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$13,407TotalAmt
Program Services$4,643ProgramServicesAmt
Management And General$5,360ManagementAndGeneralAmt
Fundraising$3,404FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$153,621TotalAmt
Management And General$153,621ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$12,183TotalAmt
Management And General$12,183ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$19,454TotalAmt
Fundraising$19,454FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$25,665TotalAmt
Management And General$25,665ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$2,848TotalAmt
Management And General$2,848ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,398TotalAmt
Management And General$1,398ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$939TotalAmt
Management And General$939ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,240TotalAmt
Management And General$3,240ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmt
DUES$7,185$7,185
TAXES AND FEES$705$705

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$26,063TotalAmt
Management And General$26,063ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,572,076TotalAmt
Program Services$1,205,921ProgramServicesAmt
Management And General$298,705ManagementAndGeneralAmt
Fundraising$67,450FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$119,081BOYAmt
EOY$172,401EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,252,218BOYAmt
EOY$1,844,073EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$214,185LandBldgEquipCostOrOtherBssAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$214,185EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$26,282,104BOYAmt
EOY$32,799,443EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$28,653,403BOYAmt
EOY$35,030,102EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$13,450BOYAmt
EOY$13,451EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$2,590,156BOYAmt
EOY$3,185,997EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,603,606BOYAmt
EOY$3,199,448EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$25,930,665BOYAmt
EOY$31,688,404EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$119,132BOYAmt
EOY$142,250EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$26,049,797BOYAmt
EOY$31,830,654EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$28,653,403BOYAmt
EOY$35,030,102EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$2,169,495ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$3,622,644NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$11,282OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$288,064CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,021,250CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$538,384CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$438,128CurrentTaxYearMinus1YearAmt
Current Tax Year$1,143,592CurrentTaxYearAmt
Total$3,429,418TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$288,064CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,021,250CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$538,384CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$438,128CurrentTaxYearMinus1YearAmt
Current Tax Year$1,143,592CurrentTaxYearAmt
Total$3,429,418TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$3,429,418PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$445,559CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$349,359CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$428,481CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$563,976CurrentTaxYearMinus1YearAmt
Current Tax Year$740,695CurrentTaxYearAmt
Total$2,528,070TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$18,306CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$21,374CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$19,075CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$10,354CurrentTaxYearMinus1YearAmt
Current Tax Year$1,545CurrentTaxYearAmt
Total$70,654TotalAmt
FieldValueIRS element (for citing)
Total Support$6,028,142TotalSupportAmt
Public Support CY1700.56890PublicSupportCY170Pct
Public Support PY1700.59530PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held16DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$321,669DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$362,154DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$8,168,485DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd
Agent Trustee Etc0AgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (1)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$23,787,614BeginningYearBalanceAmt
Contributions$2,826,715ContributionsAmt
Investment Earnings Or Losses$3,932,376InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,607,107GrantsOrScholarshipsAmt
Administrative Expenses$160,489AdministrativeExpensesAmt
End Year Balance$28,779,109EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$28,479,204BeginningYearBalanceAmt
Contributions$1,274,935ContributionsAmt
Investment Earnings Or Losses-$5,015,518InvestmentEarningsOrLossesAmt
Grants Or Scholarships$685,921GrantsOrScholarshipsAmt
Administrative Expenses$265,086AdministrativeExpensesAmt
End Year Balance$23,787,614EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$25,855,716BeginningYearBalanceAmt
Contributions$345,597ContributionsAmt
Investment Earnings Or Losses$3,320,384InvestmentEarningsOrLossesAmt
Grants Or Scholarships$640,739GrantsOrScholarshipsAmt
Administrative Expenses$401,754AdministrativeExpensesAmt
End Year Balance$28,479,204EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$23,024,801BeginningYearBalanceAmt
Contributions$752,935ContributionsAmt
Investment Earnings Or Losses$2,939,282InvestmentEarningsOrLossesAmt
Grants Or Scholarships$618,422GrantsOrScholarshipsAmt
Administrative Expenses$242,880AdministrativeExpensesAmt
End Year Balance$25,855,716EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$17,872,456BeginningYearBalanceAmt
Contributions$2,149,996ContributionsAmt
Investment Earnings Or Losses$3,902,679InvestmentEarningsOrLossesAmt
Grants Or Scholarships$647,535GrantsOrScholarshipsAmt
Administrative Expenses$252,795AdministrativeExpensesAmt
End Year Balance$23,024,801EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY1.00000BoardDesignatedBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$5,735OtherCostOrOtherBasisAmt
Book Value$5,735BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$208,450OtherCostOrOtherBasisAmt
Book Value$208,450BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$214,185TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$7,199,312TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$3,622,644NetUnrealizedGainsInvstAmt
Other Revenue-$11,282OtherRevenueAmt
Revenue Not Reported$3,611,362RevenueNotReportedAmt
Revenue Subtotal$3,587,950RevenueSubtotalAmt
Investment Expenses Not Incld$153,621InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$153,621RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$3,741,571TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,418,455TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$1,418,455ExpensesSubtotalAmt
Investment Expenses Not Incld2$153,621InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$153,621ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,572,076TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART IV, LINE 2B:THE ORGANIZATION HAS VARIOUS CHARITABLE REMAINDER TRUSTS THAT PROVIDE INCOME TO SPECIFIC INDIVIDUALS UNTIL THEIR DEATH AND THE REMAINDER GOES TO THE ORGANIZATION. THE ORGANIZATION ENTERS INTO AGREEMENTS WITH NONPROFIT AGENCIES WHEREBY THE NONPROFIT AGENCIES SET UP ENDOWMENT FUNDS WITH THE ORGANIZATION. UNDER THE TERMS OF THE AGREEMENT, THE ORGANIZATION AGREES TO MAKE DISTRIBUTIONS BACK TO THE NONPROFIT AGENCIES.
PART V, LINE 4:THE INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS ARE TO PROVIDE ORGANIZATIONS AND INDIVIDUALS WITH GRANTS AND/OR SCHOLARSHIPS.
PART X, LINE 2:THE ORGANIZATION QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND HAS NO PROVISION FOR FEDERAL OR STATE INCOME TAXES. ACCORDINGLY, INCOME TAX EXPENSE IS LIMITED TO ACTIVITIES THAT ARE DEEMED BY THE INTERNAL REVENUE SERVICE TO BE UNRELATED TO THEIR EXEMPT PURPOSE. INTEREST AND PENALTIES RELATED TO INCOME TAX REPORTING ARE RECOGNIZED WHEN INCURRED AND ARE INCLUDED IN GENERAL AND ADMINISTRATIVE EXPENDITURES ON THE STATEMENT OF ACTIVITIES. MANAGEMENT HAS DETERMINED THE ORGANIZATION HAD NO ACTIVITIES SUBJECT TO UNRELATED BUSINESS TAX (UBIT) DURING THE YEAR ENDED DECEMBER 31, 2023. THE ORGANIZATION HAS NOT BEEN SUBJECT TO ANY INCOME TAX PENALTIES OR INTEREST FOR ALL OPEN TAX YEARS.
PART XI, LINE 2D - OTHER ADJUSTMENTS:CHANGE IN VALUE OF CHARITABLE REMAINDER TRUST -11,282.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (42 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
ACADEMY THEATRE
275 CHESTNUT STREETMEADVILLEPA163353233251605495501(C)(3)$7,402$0GENERAL SUPPORT
ALLEGHENY COLLEGE
520 N MAIN STREETMEADVILLEPA16335250965212501(C)(3)$20,070$0GENERAL SUPPORT
AMERICAN CANCER SOCIETY
PO BOX 720366OKLAHOMA CITYOK73172131788491501(C)(3)$11,990$0GENERAL SUPPORT
AMERICAN RED CROSS
2025 E STREET NWWASHINGTONDC20006256000084501(C)(3)$10,631$0GENERAL SUPPORT
BLOOMING VALLEY CEMETERY ASSOCIATION
24920 SAEGERTOWN STREETSAEGERTOWNPA16433501(C)(3)$12,977$0GENERAL SUPPORT
BPS FOUNDATION
501(C)(3)$20,000$0GENERAL SUPPORT
CENTER FOR FAMILY SERVICES INC
213 W CENTER STMEADVILLEPA16335250965238501(C)(3)$13,225$0GENERAL SUPPORT
CHAUTAUQUA INSTITUTION
P O BOX 28CHAUTAUQUANY147220028160758844501(C)(3)$21,678$0GENERAL SUPPORT
COCHRANTON PRESBYTERIAN CHURCH
109 S SMITH STREETCOCHRANTONPA16314237195078501(C)(3)$8,333$0GENERAL SUPPORT
CRAWFORD COUNTY CAREER AND TECHNICAL CENTER
860 THURSTON STMEADVILLEPA16335620311175501(C)(3)$304,290$0GENERAL SUPPORT
CRAWFORD COUNTY HISTORICAL SOCIETY
411 CHESTNUT STREETMEADVILLEPA16335251099964501(C)(3)$12,468$0GENERAL SUPPORT
CRAWFORD COUNTY HUMANE SOCIETY
11012 KENNEDY HILL ROADMEADVILLEPA16335237305221501(C)(3)$5,637$0GENERAL SUPPORT
ENERGY AND MINERAL LAW FOUNDATION
340 S BROADWAYLEXINGTONKY405082553231385547501(C)(3)$43,350$0GENERAL SUPPORT
FAMILY AND COMMUNITY CHRISTIAN ASSOCIATION
378 CHESTNUT STREETMEADVILLEPA16335250965638501(C)(3)$9,551$0GENERAL SUPPORT
FIRST PRESBYTERIAN CHURCH OF GREENVILLE
323 MAIN STREETGREENVILLEPA16125250969464501(C)(3)$11,079$0GENERAL SUPPORT
FIRST PRESBYTERIAN CHURCH OF MEADVILLE
890 LIBERTY STREETMEADVILLEPA16335250965364501(C)(3)$7,605$0GENERAL SUPPORT
FRENCH CREEK RECREATIONAL TRAILS
747 TERR STREETMEADVILLEPA16335501(C)(3)$7,705$0GENERAL SUPPORT
FRENCH CREEK VALLEY CONSERVANCY
411 CHESTNUT STREETMEADVILLEPA163350434251459333501(C)(3)$20,126$0GENERAL SUPPORT
HOSPICE OF CRAWFORD COUNTY
766 LIBERTY STREETMEADVILLEPA16335251480565501(C)(3)$5,901$0GENERAL SUPPORT
LOVE IN THE NAME OF CHRIST
220 WEST CENTRAL AVETITUSVILLEPA16354251655149501(C)(3)$8,050$0GENERAL SUPPORT
MARTIN LUTHER KING JR SCHOLARSHIP FUND
PO BOX 205MEADVILLEPA16335462752168501(C)(3)$5,067$0GENERAL SUPPORT
MEADVILLE MEDICAL CENTER
1034 GROVE STREETMEADVILLEPA16335251512436501(C)(3)$17,653$0GENERAL SUPPORT
MEADVILLE PUBLIC LIBRARY
848 N MAIN STMEADVILLEPA16335250990592501(C)(3)$35,938$0GENERAL SUPPORT
ORCHARD MANOR
20 ORCHARD DRGROVE CITYPA16127251406515501(C)(3)$12,631$0GENERAL SUPPORT
PARK CONGREGATIONAL CHURCH
1040 WASHINGTON STREETMEADVILLEPA16335251436411501(C)(3)$11,082$0GENERAL SUPPORT
SALVATION ARMY
440 W NYACK RDWEST NYACKNY109941739135562351501(C)(3)$6,435$0GENERAL SUPPORT
SHRINERS HOSPITALS FOR CHILDREN
2900 N ROCKY POINT DRIVETAMPAFL336071435362193608501(C)(3)$8,454$0GENERAL SUPPORT
ST AGATHAS CEMETERY
353 PINE STREETMEADVILLEPA16335251087396501(C)(3)$6,010$0GENERAL SUPPORT
ST BRIGID'S ROMAN CATHOLIC CHURCH
353 PINE STREETMEADVILLEPA16335251045487501(C)(3)$9,402$0GENERAL SUPPORT
ST JOHN'S COMMUNITY CHURCH OF GOD CEMETERY ASSOCIATION
7474 MERCER PIKEMEADVILLEPA16335251593109501(C)(3)$5,563$0GENERAL SUPPORT
ST PAUL'S HOME
339 E JAMESTOWN RDGREENVILLEPA16125250773080501(C)(3)$12,498$0GENERAL SUPPORT
ST PAUL'S REFORMED CHURCH
1070 PARK AVENUEMEADVILLEPA16335250993390501(C)(3)$10,858$0GENERAL SUPPORT
THE KINGS COLLEGE
350 5TH AVENEW YORKNY10118131810448501(C)(3)$10,858$0GENERAL SUPPORT
TITUSVILLE AREA HOSPITAL
406 W OAK STREETTITUSVILLEPA16354250965579501(C)(3)$18,432$0GENERAL SUPPORT
UNITED WAY OF WESTERN CRAWFORD COUNTY
PO BOX 554MEADVILLEPA16335250965304501(C)(3)$23,254$0GENERAL SUPPORT
WAYLAND CEMETERY ASSOCIATION
SOUTH WAYLAND ROADMEADVILLEPA16335470894638501(C)(3)$7,082$0GENERAL SUPPORT
WESBURY UNITED METHODIST COMMUNITY
31 PARK AVEMEADVILLEPA16335251778886501(C)(3)$27,065$0GENERAL SUPPORT
WESTAR INSTITUTE
900 STATE STREETSALEMOR97301943181460501(C)(3)$21,678$0GENERAL SUPPORT
WINS PROJECT INC
1216 S MAIN STREETMEADVILLEPA16335465281801501(C)(3)$9,000$0GENERAL SUPPORT
WOMEN'S SERVICES INC
204 SPRING STMEADVILLEPA16335251334227501(C)(3)$26,421$0GENERAL SUPPORT
YMCA OF MEADVILLE
356 CHESTNUT STMEADVILLEPA16335250969495501(C)(3)$7,243$0GENERAL SUPPORT
YMCA OF TITUSVILLE
505 WEST WALNUT STREETTITUSVILLEPA16354250969498501(C)(3)$7,180$0GENERAL SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org43Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPGrantTypeTxt
Recipient117RecipientCnt
Cash Grant$237,543CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION REQUIRES THAT EACH DISCRETIONARY GRANTEE SUBMIT A REPORT ON HOW THE MONEY WAS SPENT. THE MAJORITY OF THE GRANTS ARE FOR THE GENERAL BENEFIT OF THE ORGANIZATION TO WHOM THEY ARE DESIGNATED. THEREFORE, NO SPECIFIC MONITORING IS NECESSARY.ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution2ContributionCnt
Noncash Contributions Rpt F990$67,089NoncashContributionsRptF990Amt
Method Of Determining RevenuesMARKET VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BFORM 990 IS REVIEWED BY THE BOARD OF DIRECTORS BEFORE IT IS FILED.
FORM 990, PART VI, SECTION B, LINE 12CNEW MEMBERS OF THE BOARD OF DIRECTORS REVIEW OUR CONFLICT OF INTEREST POLICY AS PART OF THEIR ORIENTATION. EXISTING CONFLICTS OF INTEREST ARE MONITORED CLOSELY. DIRECTORS ABSTAIN FROM VOTING ON ISSUES THAT MAY PRESENT A CONFLICT. ABSTENTIONS ARE NOTED IN MEETING MINUTES IN AN EFFORT TO CREATE AN ATMOSPHERE OF TRANSPARENCY.
FORM 990, PART VI, SECTION B, LINE 15ATHE ORGANIZATION'S BOARD OF DIRECTORS ANNUALLY REVIEWS AND APPROVES THE COMPENSATION OF THE EXECUTIVE DIRECTOR. THE ORGANIZATION USES A SALARY SURVEY PREPARED BY THE COUNCIL ON FOUNDATIONS TO ENSURE REASONABLENESS OF THE COMPENSATION.
FORM 990, PART VI, SECTION C, LINE 19OFFICIAL DOCUMENTS ARE AVAILABLE FOR REVIEW IN THE ORGANIZATION'S OFFICE DURING REGULAR BUSINESS HOURS.
FORM 990, PART XI, LINE 9:CHANGE IN VALUE OF CHARITABLE REMAINDER TRUST -11,282.
FORM 990, PART XII, LINE 2CTHE PROCESS DID NOT CHANGE FROM PRIOR YEAR.

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