WABTEC FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- WABTEC FOUNDATION (EIN 14-1994641)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-08
- IRS object ID
- 202233129349101348
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-08T11:39:18-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 251408703 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHNEIDER DOWNS & CO INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PPG PLACE SUITE 1700 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 141994641 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WABTEC FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WABT | BusinessNameControlTxt |
| Phone | 4128251000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 ISABELLA STREET | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15212 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NICOLE B THEOPHILUS | PersonNm |
| Person Title | EXECUTIVE VICE PRESIDENT & CHRO | PersonTitleTxt |
| Phone | 4128251000 | PhoneNum |
| Signature | 2022-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | NICOLE | PersonFirstNm |
| Person Last | THEOPHILUS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SARAH R PIOT | PreparerPersonNm |
| PTIN | P01358891 | PTIN |
| Phone | 4122613644 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,864,423 | 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 |
| Interest On Sav Rev And Expnss | $15,564 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $15,564 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $199,762 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $199,762 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $681,218 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,700,854 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $681,218 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,250 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $899,794 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $896,544 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $70,626 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $70,626 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $152 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $152 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $70,778 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $70,778 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $539,582 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $539,582 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $610,360 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $70,778 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $539,582 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $289,434 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $825,766 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,268,757 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $450,577 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $450,577 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,856,903 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,020,673 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,484,920 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,046,461 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,936,791 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,928,926 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $9,172,121 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,408,041 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,864,423 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $9,172,121 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $9,408,041 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,172,121 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,408,041 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,172,121 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,408,041 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,172,121 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $289,434 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,461,555 | SubtotalAmt |
| Other Decreases | $53,514 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,408,041 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| CAPITAL GAINS DISTRIBUTIONS | P | $59,211 | $59,211 | $59,211 | |
| PUBLICLY TRADED SECURITIES | P | $1,641,643 | $622,007 | $622,007 | $1,019,636 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $681,218 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,478 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,478 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,478 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,855 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $13,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $20,855 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $9,377 | OverpaymentAmt |
| Applied To ES Tax | $9,377 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES KALINOVICH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4128251000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 ISABELLA STREET | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RAFAEL SANTANA | ||||||||
| 30 ISABELLA STREET | PITTSBURGH | PA | 15212 | PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| NICOLE B THEOPHILUS | ||||||||
| 30 ISABELLA STREET | PITTSBURGH | PA | 15212 | EXECUTIVE VICE PRESIDENT/CHRO | 1.00 | $0 | $0 | $0 |
| ALBERT J NEUPAVER | ||||||||
| 30 ISABELLA STREET | PITTSBURGH | PA | 15212 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LEE B FOSTER II | ||||||||
| 30 ISABELLA STREET | PITTSBURGH | PA | 15212 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| WILLIAM E KASSLING | ||||||||
| 30 ISABELLA STREET | PITTSBURGH | PA | 15212 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,941,375 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $505,351 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,446,726 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,446,726 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $171,701 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,275,025 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $563,751 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $563,751 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,478 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,478 | TotalTaxAmt |
| Distributable Before Adj | $552,273 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $3,250 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $555,523 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $555,523 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $539,582 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $539,582 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $555,523 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $181,930 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $286,096 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $178,222 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $272,692 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $49,439 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $968,379 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $539,582 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $539,582 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $15,941 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $15,941 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $952,438 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $165,989 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $786,449 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $286,096 | ExcessFromYear4Amt |
| Excess From Year3 | $178,222 | ExcessFromYear3Amt |
| Excess From Year2 | $272,692 | ExcessFromYear2Amt |
| Excess From Year1 | $49,439 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | NICOLE THEOPHILUS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 ISABELLA STREET | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4128251000 | RecipientPhoneNum |
| Recipient Email Address | WABTECFOUNDATION@WABTEC.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | THE BOARD OF DIRECTORS CONSIDERS ALL APPLICATIONS FOR POTENTIAL FUNDING. IN GENERAL, THE BOARD CONSIDERS REQUESTS FROM ORGANIZATIONS THAT MEET THE REQUIREMENTS FOUND IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IF THE REQUESTING ENTITY IS A NON U.S. ENTITY, THEY MUST MEET EQUIVALENCY DETERMINATION RULES AND PROVIDE THE REQUIRED DOCUMENTATION REGARDING HOW THEY MEET SUCH DEFINITION. THE APPLICATIONS SHOULD INCLUDE THE INTENDED PURPOSE AND REASONS WHY THE FOUNDATION SHOULD CONSIDER THE GRANT AND SHOULD CLEARLY STATE IF THE REQUESTING ORGANIZATION IS TAX-EXEMPT. CONSIDERATION WILL BE GIVEN TO THOSE ENTITIES WHICH CAN DEMONSTRATE SOME CONNECTION TO THE EMPLOYEES AT WABTEC. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | AT LEAST ONE WEEK PRIOR TO FOUNDATION BOARD MEETINGS (GENERALLY HELD IN FEB, MAY, JULY, OCT AND DEC) | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION DOES NOT AWARD GRANTS TO INDIVIDUALS FOR PERSONAL NEEDS, RELIGIOUS ORGANIZATIONS, ORGANIZATIONS THAT HAVE NOT BEEN CERTIFIED AS TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE UNLESS AN EQUIVALENCY DETERMINATION CAN BE PROVIDED, ECONOMIC DEVELOPMENT, CONFERENCES/SEMINARS/SYMPOSIUMS, OR TRAVEL. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (190 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line2RecipientForeignAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ALEX'S LEMONADE STAND FOUNDATION FOR CHILDHOOD CANCER | ||||||||||||||
| 111 PRESIDENTIAL BLVD SUITE 203 | BALA CYNWYD | PA | 19004 | N/A | PC | GENERAL SUPPORT | $250 | |||||||
| ALZHEIMER'S ASSOCIATION | ||||||||||||||
| 4 PINE WEST PLAZA SUITE 405 | ALBANY | NY | 12205 | N/A | PC | GENERAL SUPPORT | $50 | |||||||
| AMERICAN CANCER SOCIETY | ||||||||||||||
| 250 WILLIAMS STREET NW | ATLANTA | GA | 30303 | N/A | PC | GENERAL SUPPORT | $125 | |||||||
| AMERICAN HUMANE | ||||||||||||||
| 1400 16TH STREET NW SUITE 360 | WASHINGTON | DC | 20036 | N/A | PC | GENERAL SUPPORT | $250 | |||||||
| ASHA FOR EDUCATION | ||||||||||||||
| PO BOX 322 | NEW YORK | NY | 10040 | N/A | PC | GENERAL SUPPORT | $250 | |||||||
| BLESSING IN A BACKPACK | ||||||||||||||
| 4121 SHELBYVILLE RD | LOUISVILLE | KY | 40207 | N/A | PC | GENERAL SUPPORT | $250 | |||||||
| BROTHER'S BROTHER FOUNDATION | ||||||||||||||
| 1200 GALVESTON AVE | PITTSBURGH | PA | 15233 | N/A | PC | GENERAL SUPPORT | $25 | |||||||
| CAMP KESEM | ||||||||||||||
| 10586 W PICO BLVD 196 | LOS ANGELES | CA | 90064 | N/A | PC | GENERAL SUPPORT | $250 | |||||||
| CENTRAIDE OF GREATER MONTREAL FOUNDATION | ||||||||||||||
| N/A | NC | GENERAL SUPPORT | $130 | 493 RUE SHERBROOKE OUEST | MONTREAL | QUEBEC | CA | H3A 1B6 | ||||||
| CHICAGO PUBLIC MEDIA - WBEZ | ||||||||||||||
| 848 E GRAND AVE | CHICAGO | IL | 60611 | N/A | PC | GENERAL SUPPORT | $36 | |||||||
| CHILD'S VOICE SCHOOL | ||||||||||||||
| 180 HANSEN COURT | WOOD DALE | IL | 60191 | N/A | PC | GENERAL SUPPORT | $335 | |||||||
| COMPASSION INTERNATIONAL | ||||||||||||||
| 12290 VOYAGER PARKWAY | COLORADO SPRINGS | CO | 80921 | N/A | PC | GENERAL SUPPORT | $272 | |||||||
| ERIE PLAYHOUSE | ||||||||||||||
| 13 WEST 10TH STREET | ERIE | PA | 16501 | N/A | PC | GENERAL SUPPORT | $25 | |||||||
| FEED MY STARVING CHILDREN | ||||||||||||||
| 401 93RD AVENUE NW | COON RAPIDS | MN | 55433 | N/A | PC | GENERAL SUPPORT | $45 | |||||||
| FOOD FOR THE POOR | ||||||||||||||
| 6401 LYONS RD | COCONUT | FL | 33073 | N/A | PC | GENERAL SUPPORT | $51 | |||||||
| GIVE KIDS THE WORLD | ||||||||||||||
| 210 S BASS RD | KISSIMMEE | FL | 34746 | N/A | PC | GENERAL SUPPORT | $250 | |||||||
| GREATER CHICAGO FOOD DEPOSITORY | ||||||||||||||
| 4100 W ANN LURIE PLACE | CHICAGO | IL | 60632 | N/A | PC | GENERAL SUPPORT | $25 | |||||||
| GREATER PITTSBURGH COMMUNITY FOOD BANK | ||||||||||||||
| 1 N LINDEN ST | DUQUESNE | PA | 15110 | N/A | PC | GENERAL SUPPORT | $262 | |||||||
| HORSES FOR HEROES | ||||||||||||||
| PO BOX 1882 | SANTA FE | NM | 87504 | N/A | PC | GENERAL SUPPORT | $57 | |||||||
| INTER-CHURCH MINISTRIES OF ERIE COUNTY | ||||||||||||||
| 250 WEST SEVENTH STREET | ERIE | PA | 16501 | N/A | PC | GENERAL SUPPORT | $250 | |||||||
| LIGHT OF LIFE | ||||||||||||||
| 913 WESTERN AVE | PITTSBURGH | PA | 15233 | N/A | PC | GENERAL SUPPORT | $25 | |||||||
| MAKE A WISH NORTH TEXAS | ||||||||||||||
| 16803 DALLAS PARKWAY STE 100 | ADDISON | TX | 75001 | N/A | PC | GENERAL SUPPORT | $12 | |||||||
| MARCH OF DIMES | ||||||||||||||
| 1550 CRYSTAL DR SUITE 1300 | ARLINGTON | VA | 22202 | N/A | PC | GENERAL SUPPORT | $61 | |||||||
| MARCH OF DIMES | ||||||||||||||
| 300 CEDAR RIDGE SUITE 311/313 | PITTSBURGH | PA | 15205 | N/A | PC | GENERAL SUPPORT | $44 | |||||||
| MERCY HOME FOR BOYS & GIRLS | ||||||||||||||
| 1140 W JACKSON BLVD | CHICAGO | IL | 60607 | N/A | PC | GENERAL SUPPORT | $250 | |||||||
| SAFENET | ||||||||||||||
| 1702 FRENCH STREET | ERIE | PA | 16501 | N/A | PC | GENERAL SUPPORT | $300 | |||||||
| SAMARITAN'S PURSE | ||||||||||||||
| PO BOX 3000 | BOONE | NC | 28607 | N/A | PC | GENERAL SUPPORT | $250 | |||||||
| SECOND HARVEST FOOD BANK OF NW PA INC | ||||||||||||||
| 1507 GRIMM DRIVE | ERIE | PA | 16501 | N/A | PC | GENERAL SUPPORT | $300 | |||||||
| SHRINERS HOSPITALS FOR CHILDREN | ||||||||||||||
| 2900 ROCKY POINT DRIVE | TAMPA | FL | 33607 | N/A | PC | GENERAL SUPPORT | $277 | |||||||
| ST JUDE CHILDRENS RESEARCH HOSPITAL | ||||||||||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | N/A | PC | GENERAL SUPPORT | $250 | |||||||
| TENNESSEE VALLEY RAILROAD MUSEUM | ||||||||||||||
| 4119 CROMWELL ROAD | CHATTANOOGA | TN | 37421 | N/A | PC | GENERAL SUPPORT | $250 | |||||||
| THE CHILDREN'S HUNGER PROJECT | ||||||||||||||
| 1855 W KING ST | COCOA | FL | 32926 | N/A | PC | GENERAL SUPPORT | $62 | |||||||
| THE FLAGSHIP NIAGARA LEAGUE | ||||||||||||||
| 150 EAST FRONT ST | ERIE | PA | 16507 | N/A | PC | GENERAL SUPPORT | $54 | |||||||
| THE SALVATION ARMY- KYTN | ||||||||||||||
| 216 W CHESTNUT ST | LOUISVILLE | KY | 40202 | N/A | PC | GENERAL SUPPORT | $250 | |||||||
| UNITED MINISTRIES | ||||||||||||||
| 606 PENDLETON ST | GREENVILLE | SC | 29601 | N/A | PC | GENERAL SUPPORT | $250 | |||||||
| WILLIS DADY HOMELESS SERVICES | ||||||||||||||
| 1247 4TH AVE SE | CEDAR RAPIDS | IA | 52403 | N/A | PC | GENERAL SUPPORT | $250 | |||||||
| WORLD WILDLIFE FUND INC | ||||||||||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 20037 | N/A | PC | GENERAL SUPPORT | $27 | |||||||
| WQLN | ||||||||||||||
| 8425 PEACH ST | ERIE | PA | 16509 | N/A | PC | GENERAL SUPPORT | $182 | |||||||
| WTTW | ||||||||||||||
| 5400 N SAINT LOUIS AVENUE | CHICAGO | IL | 60625 | N/A | PC | GENERAL SUPPORT | $36 | |||||||
| CHILDREN'S HOSPITAL OF PITTSBURGH FOUNDATION | ||||||||||||||
| PO BOX 53520 | PITTSBURGH | PA | 15253 | N/A | PC | GENERAL SUPPORT | $5,000 | |||||||
| JUNIOR ACHIEVEMENT OF CENTRAL ILLINOIS | ||||||||||||||
| 508 HIGH POINT LANE | PEORIA | IL | 61611 | N/A | PC | GENERAL SUPPORT | $3,000 | |||||||
| MARCH OF DIMES | ||||||||||||||
| 555 HEMPHILL STREET | FORT WORTH | TX | 76104 | N/A | PC | GENERAL SUPPORT | $10,000 | |||||||
| MILLCREEK EDUCATION FOUNDATION | ||||||||||||||
| 2614 COLONIAL AVE | ERIE | PA | 16506 | N/A | PC | GENERAL SUPPORT | $5,000 | |||||||
| ONE ACRE | ||||||||||||||
| 81 PROSPECT STREET | BROOKLYN | NY | 11201 | N/A | PC | GENERAL SUPPORT | $10,000 | |||||||
| PENN STATE ALTOONA | ||||||||||||||
| 1419 12TH AVENUE | ALTOONA | PA | 16001 | N/A | PC | C. MARSHALL SCHOLARSHIP FUND | $2,500 | |||||||
| UNIVERSITY OF PITTSBURGH CENTER FOR MILITARY MEDICAL RESEARCH | ||||||||||||||
| BRIDGESIDE POINT II 450 TECHNOLOGY | PITTSBURGH | PA | 15219 | N/A | PC | GENERAL SUPPORT | $10,000 | DR | ||||||
| Z SQUARE FOR THE CURE | ||||||||||||||
| 4505 JUBILEE DRIVE | MCKINNEY | TX | 75070 | N/A | PC | GENERAL SUPPORT | $5,000 | |||||||
| SALVATION ARMY OF NORTH TEXAS | ||||||||||||||
| 9216 HARRY HINES BLVD | DALLAS | TX | 75235 | N/A | PC | GENERAL SUPPORT | $10,000 | |||||||
| TARRANT AREA FOOD BANK | ||||||||||||||
| 2600 CULLEN STREET | FORT WORTH | TX | 76107 | N/A | PC | GENERAL SUPPORT | $10,000 | |||||||
| TARRANT COUNTY HOMELESS COALITION | ||||||||||||||
| 300 S BEACH STREET | FORT WORTH | TX | 76105 | N/A | PC | GENERAL SUPPORT | $10,000 | |||||||
| FRANKLIN & MARSHALL COLLEGE | ||||||||||||||
| PO BOX 3003 | LANCASTER | PA | 17604 | N/A | PC | GENERAL SUPPORT | $1,000 | |||||||
| WASHINGTON & JEFFERSON COLLEGE | ||||||||||||||
| 60 S LINCOLN | WASHINGTON | PA | 15301 | N/A | PC | GENERAL SUPPORT | $1,000 | |||||||
| FOUNDATION FOR CALIFORNIA UNIVERSITY OF PA | ||||||||||||||
| PO BOX 668 | CALIFORNIA | PA | 15419 | N/A | PC | GENERAL SUPPORT | $1,000 | |||||||
| FOUNDATION FOR CALIFORNIA UNIVERSITY OF PA | ||||||||||||||
| PO BOX 668 | CALIFORNIA | PA | 15419 | N/A | PC | GENERAL SUPPORT | $1,000 | |||||||
| ROWAN UNIVERSITY FOUNDATION | ||||||||||||||
| 201 MULLICAN HILL RD | GLASSBORO | NJ | 08028 | N/A | PC | GENERAL SUPPORT | $1,000 | |||||||
| NORTH CAROLINA STATE UNIVERSITY | ||||||||||||||
| CAMPUS BOX 7474 | RALEIGH | NC | 27695 | N/A | PC | GENERAL SUPPORT | $500 | |||||||
| ALZHEIMER'S ASSOCIATION | ||||||||||||||
| 225 N MICHIGAN AVE FL 17 | CHICAGO | IL | 60601 | N/A | PC | GENERAL SUPPORT | $30 | |||||||
| AMERICAN HEART ASSOCIATION - DALLAS | ||||||||||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | N/A | PC | GENERAL SUPPORT | $62 | |||||||
| BROTHER'S BROTHER FOUNDATION | ||||||||||||||
| 1200 GALVESTON AVENUE | PITTSBURGH | PA | 15233 | N/A | PC | GENERAL SUPPORT | $25 | |||||||
| CBCI SOCIETY FOR MEDICAL EDUCATION | ||||||||||||||
| N/A | NC | GENERAL SUPPORT | $4,357 | 1 ASHOK PLACE NEAR GOL DAK KHANA | NEW DELHI | IN | 110 001 | |||||||
| CITY MISSION OF SCHENECTADY | ||||||||||||||
| 425 HAMILTON STREET | SCHENECTADY | NY | 12305 | N/A | PC | GENERAL SUPPORT | $256 | |||||||
| COMPASSION INTERNATIONAL | ||||||||||||||
| 12290 VOYAGER PKWY | COLORADO SPRINGS | CO | 80997 | N/A | PC | GENERAL SUPPORT | $310 | |||||||
| ERIE HUMANE SOCIETY | ||||||||||||||
| 2407 ZIMMERLY ROAD | ERIE | PA | 16506 | N/A | PC | GENERAL SUPPORT | $300 | |||||||
| FINCA | ||||||||||||||
| 1201 15TH STREET NW 8TH FLOOR | WASHINGTON | DC | 20005 | N/A | PC | GENERAL SUPPORT | $50 | |||||||
| GIRLS WHO CODE | ||||||||||||||
| 28 W 23RD ST FL 4 | NEW YORK | NY | 10010 | N/A | PC | GENERAL SUPPORT | $13 | |||||||
| HAPPY BARK INC | ||||||||||||||
| PO BOX 9062 | ERIE | PA | 16505 | N/A | PC | GENERAL SUPPORT | $25 | |||||||
| MARCH OF DIMES | ||||||||||||||
| 300 CEDAR RIDGE SUITE 311/313 | PITTSBURGH | PA | 15205 | N/A | PC | GENERAL SUPPORT | $151 | |||||||
| MCCORD MEMORIAL LIBRARY | ||||||||||||||
| 32 W MAIN ST | NORTH EAST | PA | 16428 | N/A | PC | GENERAL SUPPORT | $12 | |||||||
| SHELTER HOUSE COMMUNITY SHELTER & TRANSITION SERVICES | ||||||||||||||
| PO BOX 3146 | IOWA CITY | IA | 52244 | N/A | PC | GENERAL SUPPORT | $250 | |||||||
| SHRINERS HOSPITALS FOR CHILDREN | ||||||||||||||
| 2900 ROCKY POINT DR | TAMPA | FL | 33607 | N/A | PC | GENERAL SUPPORT | $25 | |||||||
| ST JUDE CHILDREN'S HOSPITAL | ||||||||||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | N/A | PC | GENERAL SUPPORT | $588 | |||||||
| TARRANT AREA FOOD BANK | ||||||||||||||
| 2525 CULLEN STREET | FORT WORTH | TX | 76107 | N/A | PC | GENERAL SUPPORT | $12 | |||||||
| UNIVERSITY OF IOWA STEAD FAMILY CHILDREN'S HOSPITAL | ||||||||||||||
| ONE WEST PARK RD PO BOX 4550 | IOWA CITY | IA | 52244 | N/A | PC | GENERAL SUPPORT | $250 | |||||||
| WORLD VISION | ||||||||||||||
| PO BOX 9716 | FEDERAL WAY | WA | 98063 | N/A | PC | GENERAL SUPPORT | $125 | |||||||
| CHILD DEVELOPMENT CENTERS INC | ||||||||||||||
| 3814 ASBURY ROAD | ERIE | PA | 16506 | N/A | PC | GENERAL SUPPORT | $10,000 | |||||||
| JUNIOR ACHIEVEMENT OF WESTERN PENNSYLVANIA | ||||||||||||||
| 4215 STATION ROAD - LOGAN HOUSE | ERIE | PA | 16506 | N/A | PC | GENERAL SUPPORT | $10,000 | |||||||
| LUMINARI INC | ||||||||||||||
| PO BOX 81603 | PITTSBURGH | PA | 15217 | N/A | PC | GENERAL SUPPORT | $5,000 | |||||||
| MIDDLE TYGER YMCA | ||||||||||||||
| 720 SHOALS ROAD | DUNCAN | SC | 29334 | N/A | PC | GENERAL SUPPORT | $5,000 | |||||||
| CARNEGIE SCIENCE CENTER | ||||||||||||||
| ONE ALLEGHENY AVENUE | PITTSBURGH | PA | 15212 | N/A | PC | GENERAL SUPPORT | $15,000 | |||||||
| EDUCATION PARTNERSHIP | ||||||||||||||
| 281 CORLISS STREET | PITTSBURGH | PA | 15220 | N/A | PC | GENERAL SUPPORT | $1,000 | |||||||
| CBCI SOCIETY FOR MEDICAL EDUCATION | ||||||||||||||
| N/A | NC | GENERAL SUPPORT | $10,000 | 1 ASHOK PLACE NEAR GOL DAK KHANA | NEW DELHI | IN | 110 001 | |||||||
| FCRA (NARI GUNJAN) | ||||||||||||||
| N/A | NC | GENERAL SUPPORT | $10,000 | NARI GUNJAN PRERANA HOSTEL LAL | BIHAR | IN | 801503 | KOTHI MIDDLE SCHOOL CAMPUS DANAPUR | ||||||
| PITTSBURGH OPERA | ||||||||||||||
| 2425 LIBERTY AVENUE | PITTSBURGH | PA | 15222 | N/A | PC | GENERAL SUPPORT | $5,000 | |||||||
| AMERICAN RED CROSS | ||||||||||||||
| 2200 W HARRISON STREET | CHICAGO | IL | 60612 | N/A | PC | GENERAL SUPPORT | $25 | |||||||
| THE ANNA SHELTER | ||||||||||||||
| 1555 E 10TH STREET | ERIE | PA | 16511 | N/A | PC | GENERAL SUPPORT | $25 | |||||||
| COMPASSION INTERNATIONAL | ||||||||||||||
| 12290 VOYAGER PARKWAY | COLORADO SPRINGS | CO | 80997 | N/A | PC | GENERAL SUPPORT | $57 | |||||||
| ERIE BOYS & GIRLS CLUB | ||||||||||||||
| 1515 E LAKE ROAD | ERIE | PA | 16511 | N/A | PC | GENERAL SUPPORT | $6,281 | |||||||
| I-CARE FUND AMERICA | ||||||||||||||
| 139 CHARLES STREET 348 | BOSTON | MA | 02114 | N/A | PC | GENERAL SUPPORT | $100 | |||||||
| INDIA DEVELOPMENT & RELIEF FUND INC USA | ||||||||||||||
| 5821 MOSSROCK DRIVE | NORTH BETHESDA | MD | 20852 | N/A | PC | GENERAL SUPPORT | $257 | |||||||
| INNER-CITY NEIGHBORHOOD ART HOUSE | ||||||||||||||
| 201 E 10TH STREET | ERIE | PA | 16503 | N/A | PC | GENERAL SUPPORT | $25 | |||||||
| JDRF | ||||||||||||||
| 200 VERSEY STREET | NEW YORK | NY | 10281 | N/A | PC | GENERAL SUPPORT | $50 | |||||||
| LEASER DOGS FOR THE BLIND | ||||||||||||||
| 1039 S ROCHESTER ROAD | ROCHESTER HILLS | MI | 48307 | N/A | PC | GENERAL SUPPORT | $25 | |||||||
| MA CENTERS NORTH AMERICA | ||||||||||||||
| PO BOX 613 | SAN RAMON | CA | 94583 | N/A | PC | GENERAL SUPPORT | $250 | |||||||
| MARCH OF DIMES - FORTH WORTH | ||||||||||||||
| 555 HEMPHILL STREET | FORT WORTH | TX | 76104 | N/A | PC | GENERAL SUPPORT | $600 | |||||||
| MARCH OF DIMES - IA | ||||||||||||||
| PO BOX 3153 | HARLAN | IA | 515930344 | N/A | PC | GENERAL SUPPORT | $15 | |||||||
| MARCH OF DIMES WESTERN PA | ||||||||||||||
| 300 CEDAR RIDGE SUITE 311/313 | PITTSBURGH | PA | 15205 | N/A | PC | GENERAL SUPPORT | $260 | |||||||
| MARCH OF DIMES - VA | ||||||||||||||
| 1550 CRYSTAL DR STE 1300 | ARLINGTON | VA | 22202 | N/A | PC | GENERAL SUPPORT | $85 | |||||||
| NATIONAL MS SOCIETY | ||||||||||||||
| 733 THIRD AVENUE | NEW YORK | NY | 10017 | N/A | PC | GENERAL SUPPORT | $126 | |||||||
| PROVIDENCE PORTLAND MEDICAL FOUNDATION | ||||||||||||||
| 4805 NE GILSAN STREET | PORTLAND | OR | 97213 | N/A | PC | GENERAL SUPPORT | $368 | |||||||
| SHRINERS HOSPITAL FOR CHILDREN | ||||||||||||||
| 2900 ROCKY POINT DRIVE | TAMPA | FL | 33607 | N/A | PC | GENERAL SUPPORT | $51 | |||||||
| SSJ NEIGHBORHOOD NETWORK | ||||||||||||||
| N/A | PC | GENERAL SUPPORT | $50 | 425 WEST 18TH STREET | ERIE | BC | CA | 16502 | ||||||
| ST BALDRICKS FOUNDATION INC | ||||||||||||||
| 1333 S MAYFLOWER SUITE 400 | MONROVIA | CA | 91016 | N/A | PC | GENERAL SUPPORT | $102 | |||||||
| ST JUDE'S CHILDREN RESEARCH HOSPITAL | ||||||||||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | N/A | PC | GENERAL SUPPORT | $175 | |||||||
| THE CITIZENS FOUNDATION USA | ||||||||||||||
| 9494 SOUTHWEST FWY SUITE 620 | HOUSTON | TX | 77074 | N/A | PC | GENERAL SUPPORT | $100 | |||||||
| THE SALVATION ARMY | ||||||||||||||
| 440 WEST NYACK ROAD | WEST NYACK | NY | 10994 | N/A | PC | GENERAL SUPPORT | $76 | |||||||
| THE TREVOR PROJECT | ||||||||||||||
| PO BOX 69232 | WEST HOLLYWOOD | CA | 90069 | N/A | PC | GENERAL SUPPORT | $25 | |||||||
| WESTERN PENNSYLVANIA CONSERVANCY | ||||||||||||||
| 800 WATERFRONT DRIVE | PITTSBURGH | PA | 15222 | N/A | PC | GENERAL SUPPORT | $113 | |||||||
| WORLD RENEW | ||||||||||||||
| 1700 28TH STREET | GRAND RAPIDS | MI | 49508 | N/A | PC | GENERAL SUPPORT | $125 | |||||||
| ASSETT INC | ||||||||||||||
| 2403 SINDEY STREET SUITE 211 | PITTSBURGH | PA | 15203 | N/A | PC | GENERAL SUPPORT | $5,000 | |||||||
| HARVEST912 | ||||||||||||||
| 1655 MOORHEADVILLE ROAD | NORTH EAST | PA | 16428 | N/A | PC | GENERAL SUPPORT | $1,000 | |||||||
| HUMANE ANIMAL RESCUE | ||||||||||||||
| 1101 WESTERN AVENUE | PITTSBURGH | PA | 15233 | N/A | PC | GENERAL SUPPORT | $10,000 | |||||||
| JOHN F KENNEDY CENTER INC | ||||||||||||||
| 2021 EAST 20TH STREET | ERIE | PA | 16510 | N/A | PC | GENERAL SUPPORT | $5,000 | |||||||
| THE ADVANCED LEADERSHIP INSTITUTE (TALI) | ||||||||||||||
| BNY MELLON CENTER 500 GRANT ST 4125 | PITTSBURGH | PA | 15219 | N/A | PC | GENERAL SUPPORT | $15,000 | |||||||
| ACHIEVEMENT CENTER OF LECOM HEALTH | ||||||||||||||
| 4950 WEST 23RD ST | ERIE | PA | 16506 | N/A | PC | GENERAL SUPPORT | $13 | |||||||
| ALZHEIMER'S ASSOCIATION | ||||||||||||||
| 225 N MICHIGAN AVENUE FLOOR 17 | CHICAGO | IL | 60601 | N/A | PC | GENERAL SUPPORT | $50 | |||||||
| ALZHEIMERS DISEASE & RELATED DISORDERS ASSOCIATION INC | ||||||||||||||
| 4 PINE WEST PLAZA SUITE 405 | ALBANY | NY | 12205 | N/A | PC | GENERAL SUPPORT | $25 | |||||||
| AMERICAN CANCER SOCIETY | ||||||||||||||
| 250 WILLIAMS STREET | ATLANTA | GA | 30303 | N/A | PC | GENERAL SUPPORT | $26 | |||||||
| AMERICAN FOUNDATION OF SUICIDE PREVENTION | ||||||||||||||
| 199 WATER STREET 11TH FLOOR | NEW YORK | NY | 10038 | N/A | PC | GENERAL SUPPORT | $125 | |||||||
| AMERICAN HEART ASSOCIATION | ||||||||||||||
| 4250 CRUMS MILL RD STE 100 | HARRISBURG | PA | 17112 | N/A | PC | GENERAL SUPPORT | $1,262 | |||||||
| ANNA SHELTER | ||||||||||||||
| 1555 EAST 10TH STREET | ERIE | PA | 16511 | N/A | PC | GENERAL SUPPORT | $63 | |||||||
| ATLANTA COMMUNITY FOOD BANK | ||||||||||||||
| 3400 NORTH DESERT DRIVE | ATLANTA | GA | 30344 | N/A | PC | GENERAL SUPPORT | $52 | |||||||
| BENEDICTINE SISTERS OF ERIE DBA INNER- CITY NEIGHBORHOOD ART HOUSE | ||||||||||||||
| 6101 E LAKE ROAD | ERIE | PA | 165111530 | N/A | PC | GENERAL SUPPORT | $25 | |||||||
| BOYS TOWN | ||||||||||||||
| 14100 CRAWFORD STREET | BOYS TOWN | NE | 68010 | N/A | PC | GENERAL SUPPORT | $50 | |||||||
| BROTHER'S BROTHER FOUNDATION | ||||||||||||||
| 1200 GALVESTON AVE | PITTSBURGH | PA | 15233 | N/A | PC | GENERAL SUPPORT | $50 | |||||||
| COMMUNITY HEALTH NET | ||||||||||||||
| 1202 STATE STREET | ERIE | PA | 16501 | N/A | PC | GENERAL SUPPORT | $125 | |||||||
| COMPASSION INTERNATIONAL | ||||||||||||||
| 12290 VOYAGER PKWY | COLORADO SPRINGS | CO | 80997 | N/A | PC | GENERAL SUPPORT | $70 | |||||||
| CRIME VICTIM CENTER OF ERIE COUNTY | ||||||||||||||
| 125 W 18TH ST | ERIE | PA | 16501 | N/A | PC | GENERAL SUPPORT | $25 | |||||||
| DANA FARBER CANCER INSTITUTE | ||||||||||||||
| 450 BROOKLINE AVENUE | BOSTON | MA | 02215 | N/A | PC | GENERAL SUPPORT | $250 | |||||||
| EMMA'S FOOTPRINTS | ||||||||||||||
| 412 W 8TH ST | ERIE | PA | 16502 | N/A | PC | GENERAL SUPPORT | $138 | |||||||
| ERIE CITY MISSION | ||||||||||||||
| 1017 FRENCH ST | ERIE | PA | 16512 | N/A | PC | GENERAL SUPPORT | $500 | |||||||
| ERIE PHILHARMONIC | ||||||||||||||
| 23 WEST 10TH STREET SUITE 3 | ERIE | PA | 16501 | N/A | PC | GENERAL SUPPORT | $25 | |||||||
| FRENCH CREEK COUNCIL BOY SCOUTS OF AMERICA | ||||||||||||||
| 1815 ROBISON RD W | ERIE | PA | 16509 | N/A | PC | GENERAL SUPPORT | $50 | |||||||
| FRIENDS OF THE ERIE COUNTY LIBRARY | ||||||||||||||
| 160 EAST FRONT STREET | ERIE | PA | 16507 | N/A | PC | GENERAL SUPPORT | $25 | |||||||
| GEM CITY BANDS | ||||||||||||||
| ST JOHNS LUTHERAN CHURCH | ERIE | PA | 16502 | N/A | PC | GENERAL SUPPORT | $13 | |||||||
| GRADY'S DECISION | ||||||||||||||
| PO BOX 9343 | ERIE | PA | 16505 | N/A | PC | GENERAL SUPPORT | $100 | |||||||
| HOPE ON HORSEBACK THERAPEUTIC RIDING CENTER | ||||||||||||||
| 7280 STERRETTANIA ROAD | FAIRVIEW | PA | 16415 | N/A | PC | GENERAL SUPPORT | $50 | |||||||
| INNER-CITY NEIGHBORHOOD ART HOUSE | ||||||||||||||
| 201 EAST 10TH STREET | ERIE | PA | 16503 | N/A | PC | GENERAL SUPPORT | $13 | |||||||
| JUNIOR ACHIEVEMENT OF WESTERN PENNSYLVANIA | ||||||||||||||
| 4215 STATION ROAD - LOGAN HOUSE | ERIE | PA | 16506 | N/A | PC | GENERAL SUPPORT | $13 | |||||||
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||||||||||
| 3 INTERNATIONAL DRIVE | RYE BROOK | NY | 10573 | N/A | PC | GENERAL SUPPORT | $25 | |||||||
| MAKER DISTRICT | ||||||||||||||
| 1251 WILLIAM D TATE AVE 3667 | GRAPEVINE | TX | 76099 | N/A | PC | GENERAL SUPPORT | $58 | |||||||
| MAKING STRIDES AGAINST BREAST CANCER | ||||||||||||||
| 250 WILLIAMS STREET | ATLANTA | GA | 30303 | N/A | PC | GENERAL SUPPORT | $106 | |||||||
| MATA AMRITANANDAMAYI CENTER | ||||||||||||||
| PO BOX 613 | SAN RAMON | CA | 94583 | N/A | PC | GENERAL SUPPORT | $250 | |||||||
| MCCORD MEMORIAL LIBRARY | ||||||||||||||
| 32 W MAIN ST | NORTH EAST | PA | 16428 | N/A | PC | GENERAL SUPPORT | $25 | |||||||
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||||||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | N/A | PC | GENERAL SUPPORT | $100 | |||||||
| MERCY SHIPS | ||||||||||||||
| 15862 HIGHWAY 110 N | LINDALE | TX | 75771 | N/A | PC | GENERAL SUPPORT | $150 | |||||||
| MISSION EMPOWER | ||||||||||||||
| 1611 PEACH STREET SUITE 120 | ERIE | PA | 16501 | N/A | PC | GENERAL SUPPORT | $250 | |||||||
| NAMI OF ERIE COUNTY | ||||||||||||||
| 1611 PEACH STREET SUITE 218 | ERIE | PA | 16501 | N/A | PC | GENERAL SUPPORT | $25 | |||||||
| PROVIDENCE PORTLAND MEDICAL FOUNDATION | ||||||||||||||
| 4805 NE GILSAN STREET | PORTLAND | OR | 97213 | N/A | PC | GENERAL SUPPORT | $424 | |||||||
| REEF CHECK FOUNDATION | ||||||||||||||
| 13723 FIJI WAY STE B2 | MARINA DEL REY | CA | 90292 | N/A | PC | GENERAL SUPPORT | $50 | |||||||
| SAFENET | ||||||||||||||
| 1702 FRENCH STREET | ERIE | PA | 16501 | N/A | PC | GENERAL SUPPORT | $25 | |||||||
| SECOND HARVEST FOOD BANK OF NORTHWEST PA | ||||||||||||||
| 1507 GRIMM DRIVE | ERIE | PA | 16501 | N/A | PC | GENERAL SUPPORT | $50 | |||||||
| SHRINERS HOSPITALS FOR CHILDREN | ||||||||||||||
| 1645 W 8TH ST | ERIE | PA | 16505 | N/A | PC | GENERAL SUPPORT | $958 | |||||||
| SPECIAL OLYMPICS | ||||||||||||||
| 1133 19TH STREET NW | WASHINGTON | DC | 200363604 | N/A | PC | GENERAL SUPPORT | $26 | |||||||
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||||||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | N/A | PC | GENERAL SUPPORT | $125 | |||||||
| THE ERIE COMMUNITY FOUNDATION | ||||||||||||||
| 459 WEST 6TH STREET | ERIE | PA | 16507 | N/A | PC | GENERAL SUPPORT | $650 | |||||||
| THE GENERAL MCLANE FOUNDATION | ||||||||||||||
| 11771 EDINBORO ROAD | EDINBORO | PA | 16412 | N/A | PC | GENERAL SUPPORT | $75 | |||||||
| THE SALVATION ARMY | ||||||||||||||
| 440 WEST NYACK ROAD | WEST NYACK | NY | 10994 | N/A | PC | GENERAL SUPPORT | $26 | |||||||
| TRITT TIGER FOUNDATION | ||||||||||||||
| 4435 POST OAK TRITT ROAD | MARIETTA | GA | 30062 | N/A | PC | GENERAL SUPPORT | $50 | |||||||
| V FOUNDATION FOR CANCER RESEARCH | ||||||||||||||
| 14600 WESTON PARKWAY | CARY | NC | 27513 | N/A | PC | GENERAL SUPPORT | $50 | |||||||
| WHEELS FOR WISHES | ||||||||||||||
| 5775 WAYZATA BLVD SUITE 700 | ST LOUIS PARK | MN | 55416 | N/A | PC | GENERAL SUPPORT | $500 | |||||||
| WOMEN FOR WOMEN INTERNATIONAL | ||||||||||||||
| 2000 M STREET NW SUITE 200 | WASHINGTON | DC | 20036 | N/A | PC | GENERAL SUPPORT | $100 | |||||||
| WOUNDED WARRIOR PROJECT INC | ||||||||||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | N/A | PC | GENERAL SUPPORT | $50 | |||||||
| WQLN | ||||||||||||||
| 8425 PEACH ST | ERIE | PA | 16509 | N/A | PC | GENERAL SUPPORT | $25 | |||||||
| ACES | ||||||||||||||
| 1001 STATE STREET SUITE 310 | ERIE | PA | 16501 | N/A | PC | GENERAL SUPPORT | $5,000 | |||||||
| ASSOCIATION HOUSE OF CHICAGO | ||||||||||||||
| 1116 N KEDZIE AVENUE | CHICAGO | IL | 60651 | N/A | PC | GENERAL SUPPORT | $3,000 | |||||||
| GROVE CITY YMCA | ||||||||||||||
| 543 EAST MAIN STREET | GROVE CITY | PA | 16127 | N/A | PC | GENERAL SUPPORT | $5,000 | |||||||
| MARCH OF DIMES - WESTERN PA | ||||||||||||||
| 300 CEDAR RIDGE SUITE 311/313 | PITTSBURGH | PA | 15205 | N/A | PC | GENERAL SUPPORT | $15,000 | |||||||
| PUBLIC BROADCSTING OF NWPA | ||||||||||||||
| 8425 PEACH STREET | ERIE | PA | 16509 | N/A | PC | GENERAL SUPPORT | $4,000 | |||||||
| ROWAN UNIVERSITY FOUNDATION | ||||||||||||||
| 201 MULLICAN HILL RD | GLASSBORO | NJ | 08028 | N/A | PC | GENERAL SUPPORT | $1,000 | |||||||
| ALZHEIMER'S ASSOCIATION - CHICAGO | ||||||||||||||
| 225 N MICHIGAN AVE FLOOR 17 | CHICAGO | IL | 60601 | N/A | PC | GENERAL SUPPORT | $30 | |||||||
| ALZHEIMER'S ASSOCIATION - ALBANY | ||||||||||||||
| 4 PINE WEST PLAZA SUITE 405 | ALBANY | NY | 12205 | N/A | PC | GENERAL SUPPORT | $25 | |||||||
| AMERICAN HEART ASSOCIATION - HARRISBURG | ||||||||||||||
| 4250 CRUMS MILL RD STE 100 | HARRISBURG | PA | 17112 | N/A | PC | GENERAL SUPPORT | $289 | |||||||
| AMERICAN HEART ASSOCIATION - DALLAS | ||||||||||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | N/A | PC | GENERAL SUPPORT | $52 | |||||||
| AMERICAN RED CROSS | ||||||||||||||
| 431 18TH STREET NW | WASHINGTON | DC | 20006 | N/A | PC | GENERAL SUPPORT | $25 | |||||||
| DEFENDERS OF WILDLIFE | ||||||||||||||
| 1130 17TH STREET NW | WASHINGTON | DC | 20036 | N/A | PC | GENERAL SUPPORT | $500 | |||||||
| JOHNS HOPKINS ALL CHILDREN'S HOSPITAL FOUNDATION INC | ||||||||||||||
| 500 SEVENTH AVE S | ST PETERSBURG | FL | 33701 | N/A | PC | GENERAL SUPPORT | $79 | |||||||
| REEF CHECK FOUNDATION | ||||||||||||||
| 13723 FIJI WAY SUITE B2 | MARINA DEL REY | CA | 90292 | N/A | PC | GENERAL SUPPORT | $50 | |||||||
| THE SALVATION ARMY - KANSAS & WESTERN MISSOURI | ||||||||||||||
| 3637 BROADWAY BLVD | KANSAS CITY | MO | 64111 | N/A | PC | GENERAL SUPPORT | $200 | |||||||
| UNITED MINISTRIES | ||||||||||||||
| 606 PENDLETON STREET | GREENVILLE | SC | 29601 | N/A | PC | GENERAL SUPPORT | $250 | |||||||
| WEST RIDGE FIRE DEPARTMENT | ||||||||||||||
| 3142 WEST 26TH STREET | ERIE | PA | 16506 | N/A | PC | GENERAL SUPPORT | $100 | |||||||
| WREATHS ACROSS AMERICA | ||||||||||||||
| PO BOX 249 | COLUMBIA FALLS | ME | 04623 | N/A | PC | GENERAL SUPPORT | $23 | |||||||
| ALLEGHENY HEALTH NETWORK | ||||||||||||||
| 120 FIFTH AVENUE | PITTSBURGH | PA | 15222 | N/A | PC | GENERAL SUPPORT | $2,500 | |||||||
| ARMY TRANSPORTATION MUSEUM FOUNDATION | ||||||||||||||
| PO BOX 1791 | MT PLEASANT | SC | 29465 | N/A | PC | GENERAL SUPPORT | $5,000 | |||||||
| LEADERSHIP PITTSBURGH | ||||||||||||||
| 650 SMITHFIELD ST SUITE 1110 | PITTSBURGH | PA | 15222 | N/A | PC | GENERAL SUPPORT | $15,000 | |||||||
| RYAN SHAZIER FUND FOR SPINAL REHABILITATION | ||||||||||||||
| 1055 S NEGLEY AVE | PITTSBURGH | PA | 15217 | N/A | PC | GENERAL SUPPORT | $5,000 | |||||||
| WOMEN ARE DREAMERS TOO INC | ||||||||||||||
| 4080 MCGINNIS FERRY ROAD SUITE 1102 | ALPHARETTA | GA | 30005 | N/A | PC | GENERAL SUPPORT | $5,000 | |||||||
| THE ASIAN AMERICAN FEDERATION | ||||||||||||||
| 120 WALL ST 9TH FLOOR | NEW YORK | NY | 10005 | N/A | PC | GENERAL SUPPORT | $10,000 | |||||||
| UNITED WAY OF SOUTHWESTERN PA | ||||||||||||||
| 1250 PENN AVE | PITTSBURGH | PA | 15222 | N/A | PC | GENERAL SUPPORT | $186,483 | |||||||
| SCHOLARSHIP AMERICA | ||||||||||||||
| 1750 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20038 | N/A | PC | GENERAL SUPPORT | $50,000 | |||||||
| SCHOLARSHIP AMERICA | ||||||||||||||
| 1750 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20038 | N/A | PC | GENERAL SUPPORT | $3,140 | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $539,582 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,564 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $199,762 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $681,218 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANT REFUNDS & ADJUSTMENTS | Desc |
| Related Or Exempt Function Incm | $3,250 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $896,544 | ExclusionAmt |
| Related Or Exempt Function Incm | $3,250 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $899,794 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 11A | ALL FUNDS RECEIVED ARE USED TO FURTHER THE FOUNDATION'S EXEMPT PURPOSE |
| 11A | OF PROVIDING FUNDING TO OTHER EXEMPT ORGANIZATIONS. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (16 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 50000.000 SHS - BANK NEW YORK MTN BK ENT | $50,875 | $54,599 |
| 50000.000 SHS - BRISTOL-MYERS SQUIBB CO | $49,553 | $52,182 |
| 50000.000 SHS - NORTHERN TR CORP 2.3750% | $48,907 | $50,518 |
| 50000.000 SHS - NORTHERN TR CORP 3.9500% | $50,475 | $54,667 |
| 100000.000 SHS - ORACLE CORP (@100) 3.400% | $102,677 | $104,563 |
| 50000.000 SHS - PEPSICO INC 2.75% | $50,284 | $50,215 |
| 50000.000 SHS - PFIZER INC 3.00% | $49,760 | $53,775 |
| 50000.000 SHS - STATE STREET CORP | $50,255 | $52,614 |
| 113892.151 SHS - DOUBLELINE TOTAL RETURN BOND CL I | $1,205,000 | $1,184,478 |
| 91710.852 SHS - FIDELITY US BOND INDEX INSTL PREM | $1,109,002 | $1,098,696 |
| 6904.619 SHS - JPMORGAN MORTGAGE BACKED SEC FD | $78,104 | $78,229 |
| 7611.165 SHS - VANGUARD ADMIRAL GNMA FD #536 | $80,129 | $80,222 |
| 1838.478 SHS - VANGUARD INFL-PROTD SEC ADMIN #5119 | $44,248 | $52,286 |
| 5373.060 SHS - VANGUARD INTERM-TERM TREASURY ADM | $59,445 | $60,769 |
| 10.237 SHS - VOYA INTERMEDIATE BOND I | $106 | $105 |
| 68831.745 SHS - WESTERN ASSET CORE BOND I | $907,971 | $901,008 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (73 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1190.000 SHS - ISHARES CORE S&P MID-CAP ETF | $261,270 | $336,865 |
| 1599.000 SHS - ISHARES INC CORE MSCI EMKT | $82,672 | $95,716 |
| 1590.000 SHS - VANGUARD REAL ESTATE ETF | $130,908 | $184,456 |
| 97.000 SHS - ACCENTURE PLC IRELAND SHS CLASS A | $8,080 | $40,211 |
| 41.000 SHS - ADOBE INC | $4,641 | $23,249 |
| 27.000 SHS - ALPHABET INC CL A | $10,189 | $78,220 |
| 19.000 SHS - ALPHABET INC CL C | $4,613 | $54,978 |
| 19.000 SHS - AMAZON COM INC | $18,523 | $63,352 |
| 282.000 SHS - AMERICAN EXPRESS CO | $35,354 | $46,135 |
| 85.000 SHS - AON PLC CL A | $10,128 | $25,548 |
| 1046.000 SHS - APPLE INC | $11,335 | $185,738 |
| 404.000 SHS - APPLIED MATERIALS INC | $24,238 | $63,574 |
| 111.000 SHS - AUTODESK INC | $25,840 | $31,212 |
| 1005.000 SHS - BANK OF AMERICA CORPORATION | $28,635 | $44,712 |
| 598.000 SHS - BORG WARNER AUTOMOTIVE INC | $29,286 | $26,952 |
| 492.000 SHS - CHARLES SCHWAB CORP NEW | $21,845 | $41,377 |
| 433.000 SHS - COCA-COLA CO | $24,463 | $25,638 |
| 410.000 SHS - COMCAST CORP NEW CL A | $13,288 | $20,635 |
| 74.000 SHS - COSTCO WHSL CORP NEW | $12,855 | $42,010 |
| 155.000 SHS - CUMMINS, INC | $38,299 | $33,812 |
| 502.000 SHS - CVS HEALTH CORPORATION | $32,805 | $51,786 |
| 533.000 SHS - D R HORTON INC | $36,496 | $57,804 |
| 205.000 SHS - DARDEN RESTAURANTS INC | $31,722 | $30,881 |
| 68.000 SHS - DEERE & CO. | $24,854 | $23,317 |
| 152.000 SHS - DIGITAL RLTY TR INC | $19,943 | $26,884 |
| 186.000 SHS - ELECTRONIC ARTS INC | $26,437 | $24,533 |
| 162.000 SHS - ELI LILLY & CO | $14,359 | $44,748 |
| 336.000 SHS - EMERSON ELECTRIC CO | $30,237 | $31,238 |
| 2850.000 SHS - FORD MOTOR CO | $27,778 | $59,195 |
| 1098.000 SHS - FREEPORT-MCMORAN INC | $40,983 | $45,820 |
| 79.000 SHS - GENERAC HLDGS INC | $23,634 | $27,802 |
| 160.000 SHS - HCA HEALTHCARE INC | $22,938 | $41,107 |
| 141.000 SHS - HERSHEY COMPANY | $15,262 | $27,279 |
| 79.000 SHS - HOME DEPOT INC | $11,595 | $32,786 |
| 123.000 SHS - HONEYWELL INTL INC | $16,478 | $25,647 |
| 282.000 SHS - JPMORGAN CHASE & CO | $28,426 | $44,655 |
| 105.000 SHS - L3HARRIS TECHNOLOGIES INC | $9,918 | $22,390 |
| 100.000 SHS - LINDE PLC COM USD | $17,745 | $34,643 |
| 152.000 SHS - MARRIOTT INTL INC CLASS A | $23,582 | $25,116 |
| 204.000 SHS - META PLATFORMS INC | $29,165 | $68,615 |
| 541.000 SHS - MICROSOFT CORP | $27,083 | $181,949 |
| 59.000 SHS - NETFLIX INC | $30,071 | $35,544 |
| 352.000 SHS - NEXTERA ENERGY INC COM | $6,691 | $32,863 |
| 245.000 SHS - NIKE INC CLASS B | $19,137 | $40,834 |
| 245.000 SHS - NVIDIA CORP | $12,648 | $72,057 |
| 545.000 SHS - ORACLE SYSTEMS CORP | $26,577 | $47,529 |
| 128.000 SHS - PAYPAL HLDGS INC COM | $12,034 | $24,138 |
| 155.000 SHS - PEPSICO INC | $13,764 | $26,925 |
| 153 SHS - PNC FINANCIAL SERVICES GROUP | $15,225 | $30,680 |
| 206.000 SHS - QORVO INC COM USD | $35,783 | $32,216 |
| 43.000 SHS - REGENERON PHARMACEUTICALS | $22,830 | $27,155 |
| 1705.000 SHS - REGIONS FINL CORP NEW | $28,694 | $37,169 |
| 106.000 SHS - STRYKER CORP | $21,718 | $28,347 |
| 197.000 SHS - TARGET CORP | $17,906 | $45,594 |
| 195.000 SHS - TEXAS INSTRUMENTS INC | $11,144 | $36,752 |
| 80.000 SHS - THERMO FISHER SCIENTIFIC INC | $10,942 | $53,379 |
| 238.000 SHS - TYSON FOODS INC CL A | $14,829 | $20,744 |
| 99.000 SHS - UNION PACIFIC CORP | $14,983 | $24,941 |
| 208.000 SHS - UNITED PARCEL SERVICE | $24,036 | $44,583 |
| 85.000 SHS - UNITEDHEALTH GROUP INC | $12,551 | $42,682 |
| 145.000 SHS - VERTEX PHARMACEUTICALS INC COM | $29,799 | $31,842 |
| 143.000 SHS - VISA INC | $4,944 | $30,990 |
| 125.000 SHS - VULCAN MATLS CO COM | $17,719 | $25,948 |
| 151.000 SHS - WALMART INC | $12,987 | $21,848 |
| 162.000 SHS - ZOETIS INC CL A | $13,997 | $39,533 |
| 8644.179 SHS - FIDELIY INTERNATIONAL INDEX INSTL PREM | $363,883 | $426,072 |
| 5840.014 SHS - FIDELITY SALEM STREET TRUST SMALL CAP INS PREM | $144,169 | $160,951 |
| 6906.932 SHS - FULLER & THALER BEHAVIORAL SMALL-CAP FUND | $188,571 | $261,220 |
| 20158.805 SHS - GOLDMAN SACHS GQG PARTNERS INTL | $331,953 | $395,113 |
| 2089.793 SHS - T ROWE PRICE INSTL EMERGING MKTS FD | $92,117 | $90,342 |
| 3546.499 SHS - T ROWE PRICE MID-CAP GROWTH FL INC | $245,081 | $416,146 |
| 5364.739 SHS - VANGUARD 500 INDEX ADMIRAL | $1,765,988 | $2,359,573 |
| 4687.500 SHS - VANGUARD COMMODITY STRATEGY FUND | $150,000 | $128,625 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT EQUITY TRANSACTION ADJUSTMENT | Desc |
| Amt | $53,514 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANT REFUNDS & ADJUSTMENTS | Desc |
| Revenue And Expenses Per Books | $3,250 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $3,250 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $70,626 | Amt |
| Net Investment Income | $70,626 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX WITHHOLDING | CategoryTxt |
| Amt | $152 | Amt |
| Net Investment Income | $152 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments