SCOTT FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
SCOTT FOUNDATION INC (EIN 45-4330408)
Tax period
2019-11-01 to 2020-10-31
Filed
2021-08-30
IRS object ID
202102429349100205
Schema version
2019v5.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-08-30T08:18:02-05:00ReturnTs
Tax Period End2020-10-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN351178661PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BLUE & CO LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12650 EASTPOINT PKWY SUITE 300AddressLine1Txt
CityLOUISVILLECityNm
State AbbreviationKYStateAbbreviationCd
ZIP40223ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-11-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN454330408EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SCOTT ELECTRIC FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSCOTBusinessNameControlTxt
Phone7248344321PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11000 S MAIN STREETAddressLine1Txt
CityGREENSBURGCityNm
State AbbreviationPAStateAbbreviationCd
ZIP156014868ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOSEPH D'ASTOLFOPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone7248344321PhoneNum
Signature2021-08-24SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCARRIE A MERRILL CPAPreparerPersonNm
PTINP00832283PTIN
Phone5029923500PhoneNum
Preparation2021-08-24PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$36,574,046FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$3,520InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3,520InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$26DividendsRevAndExpnssAmt
Dividends Net Invst Incm$26DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,196,717OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,200,263TotalRevAndExpnssAmt
Total Net Invst Incm$3,546TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,880AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,440AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,440AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$187,368TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$190,248TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,440TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,440TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,665,280ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,665,280ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,855,528TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,440TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,666,720TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$655,265ExcessRevenueOverExpensesAmt
Net Investment Income$2,106NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$34,607SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$192,454SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$192,454SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$37,184,875OtherInvestmentsBOYAmt
Other Investments EOY$36,381,592OtherInvestmentsEOYAmt
Other Investments EOYFMV$36,381,592OtherInvestmentsEOYFMVAmt
Total Assets BOY$37,219,482TotalAssetsBOYAmt
Total Assets EOY$36,574,046TotalAssetsEOYAmt
Total Assets EOYFMV$36,574,046TotalAssetsEOYFMVAmt
Accounts Payable EOY$25AccountsPayableEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$25TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$37,219,482RetainedEarningBOYAmt
Retained Earning EOY$36,574,021RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$37,219,482TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$36,574,021TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$37,219,482TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$36,574,046TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$37,219,482TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$655,265ExcessRevenueOverExpensesAmt
Other Increases$10,000OtherIncreasesAmt
Subtotal$36,574,217SubtotalAmt
Other Decreases$196OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$36,574,021TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,686,957AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$37,080,289NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.045495DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,653,855AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$37,424,986NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.044191DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,784,825AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$38,250,274NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.046662DistributionYr3Rt
Adjusted Qlfy Distri Yr4$2,094,788AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$40,649,442NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.051533DistributionYr4Rt
Adjusted Qlfy Distri Yr5$2,223,358AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$44,382,606NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.050095DistributionYr5Rt
Total Distribution0.237976TotalDistributionRt
Average Distribution0.047595AverageDistributionRt
Net Vl Noncharitable Assets$36,369,512NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,731,007AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$21NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,731,028AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,666,720QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$42InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$42SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$42TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$28,786EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$28,786TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$28,744OverpaymentAmt
Applied To ES Tax$28,744AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled EntityYes (1)OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDANIEL L BARKEYIndividualWithBooksNm
Phone7242615164PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11000 S MAIN STREETAddressLine1Txt
CityGREENSBURGCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15601ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business HoldingsYes (1)BusinessHoldingsInd
Excess Business Holdings0ExcessBusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SAMUEL Z SCOTT
1000 SOUTH MAIN STREETGREENSBURGPA15601PRESIDENT2.00$0$0$0
JOHN FORISH
1000 SOUTH MAIN STREETGREENSBURGPA15601SECRETARY2.00$0$0$0
JOSEPH D'ASTOLFO
1000 SOUTH MAIN STREETGREENSBURGPA15601TREASURER2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$541,769AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$36,381,593FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$36,923,362TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$36,923,362AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$553,850CashDeemedCharitableAmt
Net Vl Noncharitable Assets$36,369,512NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,818,476MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,818,476MinimumInvestmentReturnAmt
Tax Based On Investment Income$42TaxBasedOnInvestmentIncomeAmt
Income Tax$225,990IncomeTaxAmt
Total Tax$226,032TotalTaxAmt
Distributable Before Adj$1,592,444DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,592,444DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,592,444DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,666,720ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,666,720QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,666,720AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,592,444DistributableAsAdjustedAmt
Undistributed Income PY$1,665,280UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$1,666,720QualifyingDistributionsAmt
Applied To Year1$1,665,280AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,440AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$1,591,004UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSAMUEL Z SCOTTContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (127 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ACADEMY OF NOTRE DAME DE NAMUR
560 SPROUL RDVILLANOVAPA19085ENERGY/ENVIRONMENTAL CONSERVATION$20,000
ALLEGHENY CHRISTIAN MINISTRIES INC
2000 CAMBRIDGE DRIVEDAVIDSVILLEPA15928ENERGY EFFICIENCY$25,000
ALLEGHENY HEALTH NETWORK
4818 LIBERTY AVEPITTSBURGHPA15224ENVIRONMENTAL STEWARDSHIP$150,000
BADEN YOUTH ASSOCIATION
PO BOX 25BADENPA15005BASEBALL FIELD MAINTENANCE$2,000
BEDFORD COUNTY CHAMBER FOUNDATION
203 S JULIANA STREETBEDFORDPA15522DRIVE-IN MOVIE PROJECT$5,000
BELPRE VOLUNTEER FIRE DEPT INC
133 STONE ROADBELPREOH45714EMERGENCY EQUIPMENT$40,000
BETH EL CONGREGATION OF THE SOUTH HILLS
1900 COCHRAN ROADPITTSBURGHPA15220ENERGY EFFICIENCY$5,000
BIG BROTHERS BIG SISTERS OF THE LAUREL REGION
106 NORTH MAIN STGREENSBURGPA15601COVID-19 CRISIS FUNDING$500
BLENNERHASSETT VOLUNTEER FIRE DEPARTMENT
PO BOX 33WASHINGTONWV26181EQUIPMENT UPGRADE$15,000
BOYS SCOUTS OF AMERICA
830 MORTON AVEBUTLERPA16001ELECTRONICS MERIT BADGE CLASS$2,500
BRIGHT SIDE OPPORTUNITIES CENTER
515 HERSHEY AVELANCASTERPA17603ENERGY EFFICIENCY$17,000
CARBON VOLUNTEER FIRE DEPT
421 JUNIPER STREETGREENSBURGPA15601ENERGY EFFICIENCY$6,000
CARNEGIE INSTITUTE
4400 FORBES AVEPITTSBURGHPA15213ENERGY EFFICIENCY$10,000
CARROLLTOWN FIRE ENGINE CO
PO BOX 147CARROLLTOWNPA15722EQUIPMENT UPGRADE$10,000
CENTRAL PENNSYLVANIA FOOD BANK
3908 COREY RDHARRISSBURGPA17109ENERGY EFFICIENCY$5,000
CENTRAL VALLEY HABITAT FOR HUMANITY
PO BOX 245BRIDGEWATERVA22812DUPLEX PROJECT$500
CHURCH OF JESUS CHRIST
233 MILLERTOWN RDNORMALVILLEPA15469SCHOLARSHIP MEMORIAL FUND$500
CLARIDGE VOLUNTEER FIRE DEPARTMENT
PO BOX 400CLARIDGEPA15623EQUIPMENT UPGRADE$12,500
CLARIDGE VOLUNTEER FIRE DEPARTMENT
PO BOX 400CLARIDGEPA15623EQUIPMENT UPGRADE$12,500
CLARKS SUMMIT UNIVERSITY
538 VENARD RDCLARKS SUMMITPA18411ENERGY EFFICIENCY$7,500
COUNCIL OF SENIOR CITIZENS OF GILMER COUNTY
720 NORTH LEWIS STREETGLENVILLEWV26351ENERGY EFFICIENCY$5,000
DAVIS & ELKINS COLLEGE
100 CAMPUS DRIVEELKINSWV26241FACILITIES MAINTENANCE$5,000
DOVE MISSION INTERNATIONAL
11 TOLL GATE ROADLITITZPA17543INTERNATIONAL MISSIONS$500
DUNCANNON EMS INC
16 SHERMANTA DRDUNCANNONPA17020ENERGY EFFICIENCY$10,000
EASTER SEAL REHABILITATION CENTER INC
113 SEVENTEENTH STWHEELINGWV26003EASTER SEALS TELETHON$1,000
EDINBORO UNIVERSITY FOUNDATION
210 MEADVILLE STEDINBOROPA16444ENERGY EFFICIENCY$25,000
ELIZABETHTOWN COLLEGE
ONE ALPHA DRELIZABETHTOWNPA17603FACILITIES RENOVATION$20,000
ELLERSLIE VOLUNTEER FIRE CO INC
PO BOX 237ELLERSLIEMD21529EQUIPMENT UPGRADE$12,000
ERIE ZOOLOGICAL SOCIETY
PO BOX 3268ERIEPA16508SAFETY / ENERGY EFFICIENCY$5,000
EXPERIENCE INCORPORATED OF WARREN PA
905 4TH AVEWARRENPA16365ENERGY EFFICIENCY$1,500
FALLOWFIELD TOWNSHIP VFC
1660 ROUTE 481CHARLEROIPA15022SAFETY GEAR$2,500
FAYETTEVILLE FIRST CHURCH OF GOD
PO BOX 126FAYETTEVILLEWV25840EMERGENCY EQUIPMENT$12,000
FOUNDATION FOR CALIFORNIA UNIVERSITY OF PENNSYLVANIA
PO BOX 668CALIFORNIAPA15419FACILITIES MAINTENANCE$25,000
FOUNDATION FOR INDIANA UNIVERSITY OF PA
G-1 SUTTON HALL SUITE 301 1011INDIANAPA15705PANDEMIC RESPONSE$25,000SOUTH DRIVE
FRANKLIN COMMUNITY VOLUNTEER FIRE DEPT
PO BOX 472WELLSBURGWV26070EQUIPMENT UPGRADE$12,000
GARDEN SPOT VILLAGE
433 SOUTH KINZER AVENEW HOLLANDPA17557ENERGY EFFICIENCY$25,000
GARRETT COLLEGE FOUNDATION
687 MOSSER RDMCHENRYMD21541ENERGY/ENVIRONMENTAL CONSERVATION$65,000
GEISINGER HEALTH SYSTEM FOUNDATION
100 N ACADEMY AVEDANVILLEPA178222570ENERGY EFFICIENCY - GEISINGER CLINIC$20,000
GEISINGER HEALTH SYSTEM FOUNDATION
100 N ACADEMY AVEDANVILLEPA178222570ENERGY EFFICIENCY$15,000
GEORGE G MCMURTRY VANDERGRIFT FIRE DEPT #1
PO BOX 6VANDERGRIFTPA15690ENERGY/EQUIPMENT UPGRADE$9,000
GEORGE JUNIOR REPUBLIC
PO BOX 1058GROVE CITYPA16127WELLNESS CENTER$10,000
GILMER COUNTY PARKS & REC BOARD INC
PO BOX 306GLENVILLEWV26351ENERGY EFFICIENCY$20,000
GLENDALE VOLUNTEER FIRE DEPARTMENT
946 WATER STREET PO BOX 179COALPORTPA16627SAFETY / ENERGY EFFICIENCY$7,000
GRANDVIEW VOLUNTEER FIRE DEPARTMENT
1655 RIDGE ROADJEANNETTEPA15644ENERGY EFFICIENCY$12,000
GREATER PITTSBURGH COMMUNITY FOOD BANK
3300 PREBLE AVEPITTSBURGHPA15233ALCOSAN SHIRT OFF YOUR BACK$5,000
GREENSBURG VOLUNTEER FIRE DEPT
416 SOUTH MAIN STREETGREENSBURGPA15601EQUIPMENT UPGRADE$40,000
GREENWOOD VOLUNTEER FIRE COMPANY
1500 EAST PLEASANT VALLEY BLVDALTOONAPA16602ENERGY EFFICIENCY$2,500
GROVE CITY COLLEGE
100 CAMPUS DRGROVE CITYPA16127SCHOLARSHIPS/FACILITIES MAINTENANCE$25,000
HABITAT FOR HUMANITY OF FREDERICK COUNTY
24 S WISNER STREET SUITE 130FREDERICKMD21701TEI SUPPORT$695
HARRISON CITY FIRE PROTECTIVE ASSOCIATION
PO BOX 419 1005 MILL STREETHARRISON CITYPA15636EQUIPMENT UPGRADE$12,000
HARTFORD HEIGHTS VOLUNTEER FIRE COMPANY
14335 RT 30NORTH HUNTINGDONPA15642EQUIPMENT UPGRADE$12,000
HOOVERSON HEIGHTS VFD INC
PO BOX 305FOLLANSBEEWV260370305EMERGENCY EQUIPMENT$10,000
IRWIN VOLUNTEER FIRE DEPT
518 WESTERN AVEIRWINPA15642EQUIPMENT UPGRADE$2,500
JACKSON'S MILL VOLUNTEER FIRE DEPARTMENT
PO BOX 103WESTONWV26452ENERGY EFFICIENCY$2,000
JEANNETTE AMERICAN LEGION
109 SOUTH 5TH STREETJEANNETTEPA15644FACILITIES MAINTENANCE$5,000
JEANNETTE EMS INC
225 SOUTH 6TH STJEANNETTEPA15644ENERGY EFFICIENCY$5,000
JUNIATA COLLEGE
1700 MOORE STHUNTINGDONPA16652ENERGY EFFICIENCY$20,000
LANDER VOLUNTEER FIRE DEPARTMENT
4400 MILLER HILL ROADRUSSELLPA16345FACILITIES RENOVATION$5,000
LAURELVILLE MENNONITE CHURCH CENTER
941 LAURELVILLE LANEMT PLEASANTPA15666ENERGY EFFICIENCY$10,000
LEBANON VALLEY COLLEGE
101 NORTH COLLEGE AVEANNVILLEPA17003ENERGY CONSERVATION$7,000
LEHIGH UNIVERSITY
681 TAYLOR STBETHLEHEMPA18015ENERGY/ENVIRONMENTAL CONSERVATION$90,000
LEVEL GREEN VOLUNTEER FIRE DEPARTMENT
536 ROUTE 130TRAFFORDPA15085EQUIPMENT UPGRADE$6,000
MAGEE-WOMENS RESEARCH INSTITUTE
3339 WARD STREETPITTSBURGHPA15213POSTPARTUM DEPRESSION$5,000
MAKE A WISH FOUNDATION
707 GRANT ST GULF TOWER 37 FLRPITTSBURGHPA15219KAYLEIGH'S WISH$500
MANOR VOLUNTEER FIRE DEPARTMENT
PO BOX 485MANORPA15665FACILITIES/EQUIPMENT UPGRADE$10,000
MARY S BIESECKER PUBLIC LIBRARY
230 SOUTH ROSINA AVESOMERSETPA15501ENERGY EFFICIENCY$7,500
MASONIC CHARITIES FUND
ONE NORTH BROAD STREETPHILADELPHIAPA19107ENERGY EFFICIENCY$5,000
MCKINLEYVILLE VOLUNTEER FIRE DEPARTMENT
237 CHERRY DRWELLSBURGWV26070EQUIPMENT UPGRADE$5,000
MERCY HEALTH FOUNDATION MAHONING VALLEY
1701 MERCY HEALTH PLACECINCINNATIOH452379800JOANIE'S PROMISE - BREAST CANCER CTR$5,000
MFC MINISTRIES INC
300 HIGHLAND AVEMORGANTOWNWV26505EMERGENCY EQUIPMENT$15,000
MILITARY WARRIORS SUPPORT FOUNDATION
211 N 1604 EAST SUITE 250SAN ANTONIOTX78232H.O.P.E. 4 HEROES$500
MONESSEN FIRE DEPT NO 1
239 DONNER AVE SUITE BMONESSENPA15602FACILITIES MAINTENANCE$1,500
MUNHALL VOLUNTEER FIRE COMPANY #1
1300 MARTHA STREETMUNHALLPA15120FACILITIES MAINTENANCE$12,000
MUTUAL AID AMBULANCE SERVICE INC
561 WEST OTTERMAN STREETGREENSBURGPA15601EQUIPMENT UPGRADE$4,000
NFS MINISTRIES DBA LATROBE STREET MISSION
1725 LATROBE STREETPARKERSBURGWV26101EQUIPMENT UPGRADE$30,000
NORMANTOWN HISTORICAL COMMUNITY CENTER
32 CROOKED FORK RDROSEDALEWV26636ENERGY EFFICIENCY$10,000
NORTH BESSEMER COMMUNITY VFD
1701 LEECHBURG RDPITTSBURGHPA15235ENERGY EFFICIENCY$5,000
NORTHERN PENNSYLVANIA REGIONAL COLLEGE
300 2ND AVEWARRENPA16365APPLIED TECHNOLOGY CAPITAL EQUIPMENT$25,000
OHIO TR-COUNTY FOOD ALLIANCE
20 N MURRAY STSPRINGFIELDOH45503ENERGY EFFICIENCY$5,000
PA ELITE INC
1331 MT PLEASANT RDWEST NEWTONPA15089YOUTH DEVELOPMENT PROGRAM$5,000
PAINTERTOWN VOLUNTEER FIRE COMPANY
1010 TRAY RDIRWINPA15642EQUIPMENT UPGRADE$5,000
PATTON FIRE COMPANY NO 1
PO BOX 243PATTONPA16668SAFETY / ENERGY EFFICIENCY$2,500
PENN STATE FAYETTE
2201 UNIVERSITY DRLEMONT FURNANCEPA15456ENERGY CONSERVATION$10,000
PHELPS VOLUNTEER FIRE DEPARTMENT
PO BOX 911PHELPSKY41553EQUIPMENT UPGRADE$12,000
PIRATES CHARITIES
115 FEDERAL STPITTSBURGHPA15212UNRESTRICTED CHARITABLE SPONSORSHIP$2,000
PLEASANT UNITY VOLUNTEER FIRE DEPT
P O BOX 197PLEASANT UNITYPA15676EQUIPMENT UPGRADE/SMOKE DETECTORS$6,000
PLEASANT VOLUNTEER FIRE DEPT
539 PLEASANT DRIVEWARRENPA16365ENERGY EFFICIENCY$5,000
POINT BREEZE VOLUNTEER FIRE ASSOCIATION
1002 CENTER AVEVERONAPA15147FACILITIES MAINTENANCE$20,000
RICHIE COUNTY INTEGRATED FAMILY SERVICES INC
PO BOX 195HARRISVILLEWV26362EQUIPMENT UPGRADE$25,385
RICHLAND TOWNSHIP VOLUNTEER FIRE COMPANY
PO BOX 101GIBSONIAPA15044EQUIPMENT UPGRADE$20,000
RITCHIE COUNTY PRIMARY CARE ASSOC INC
135 S PENN AVEHARRISVILLEWV26362FACILITIES UPGRADE$80,000
RV SPORTS BOOSTERS
131 WOOD STNEW BETHLEHEMPA16242SCHOLARSHIP FUND$500
SCOTTDALE VOLUNTEER FIRE DEPT
PO BOX 73SCOTTDALEPA15683EQUIPMENT UPGRADE$5,000
SETON HILL UNIVERSITY
ONE SETON HILL DRIVE BOX 190KGREENSBURGPA15601NURSING SKILLS LAB RENOVATION$10,000
SEWICKLEY ACADEMY
315 ACADEMY AVESEWICKLEYPA15143FINANCIAL AID PROGRAM$10,000
SEWICKLEY TWP #2 - LOWBER VFD
386 LOWBER RDLOWBERPA15660FACILITIES/EQUIPMENT UPGRADE$2,500
SGR FOUNDATION
1515 POPLAR STREETGREENSBURGPA15601POLICE RADIOS$500
SHERRARD VOLUNTEER FIRE DEPARTMENT
511 SUNSET LANEGLEN DALEWV26038EQUIPMENT UPGRADE$10,000
SKILLSUSA PENNSYLVANIA DISTRICT 7
152 NBC DRIVELOYSBURGPA16659VOTECH SKILLS COMPETITION$4,000
SLIPPERY ROCK UNIVERSITY FOUNDATION INC
PO BOX 233SLIPPERY ROCKPA16057SCHOLARSHIP PROGRAM$10,000
SOUTH SIDE LITTLE RAMS
114 ROGERS DRIVECLINTONPA15026FACILITIES MAINTENANCE$5,000
SOUTHMORELAND YOUTH ATHLETIC ASSOCIATION
PO BOX 41TARRSPA15688ENERGY EFFICIENCY$30,000
SOUTHWINDS INC
2101 GREENTREE RD SUITE 201APITTSBURGHPA15220ANNUAL CHARITY EVENT$3,000
SPECIAL OLYMPICS
1133 19TH STREET NW 12TH FLOORWASHINGTONDC200363604KRISTEN JO OSWALD MEMORIAL$500
SUTERSVILLE VOLUNTEER FIRE DEPARTMENT
320 MUNICIPAL AVESUTERSVILLEPA15083EQUIPMENT UPGRADE$5,000
THE GIORGIO FOUNDATION
118 MCDONALD DRIVEDUNCANSVILLEPA16635OFFICE MADNESS FOR NF1$500
THE MENNONITE HOME
1520 HARRISBURG PIKELANCASTERPA17601FACILITIES MAINTENANCE$5,000
THE ROCK FULL GOSPEL CHURCH
1305 37TH STREETPARKERSBURGWV26101EQUIPMENT UPGRADE$30,000
THOMAS & SANDRA USHER YOUTH CAMP - SB2W CITIKIDZ
421 WAEVER MILL RDRECTORPA15677NEW CONSTRUCTION POWER$20,000
TIMBER RIDGE SCHOOL
1463 NEW HOPE RDCROSS JUNCTIONVA22625CAREER/TECH ED CTR$5,000
TOUCHSTONE CENTER FOR CRAFTS
1049 WHARTON FURNACE RDFARMINGTONPA15437FACILITIES MAINTENANCE$5,000
UNITARIAN UNIVERSALIST CONGREGATION OF FAIRFAX
2709 HUNTER MILL RDOCKTONVA22124ENERGY EFFICIENCY$5,000
UNIVERSITY OF PITTSBURGH
128 NORTH CRAIG STPITTSBURGHPA15260ENERGY CONSERVATION$50,000
VOLUNTEER FIRE COMPANY OF MT LEBANON
555 WASHINGTON RDPITTSBURGHPA15228EQUIPMENT UPGRADE$5,000
WARREN COUNTY FAIR
371 BARTON RUN RDPITTSFIELDPA16340UNDERGROUND INFRASTRUCTURE$20,000
WARREN GENERAL HOSPITAL
TWO CRESCENT PARKWARRENPA16365PEDIATRICS REHAB EXPANSION$25,000
WARREN LIBRARY ASSOCIATION
205 MARKET STREETWARRENPA16365FACILITIES UPGRADE$25,000
WASHINGTON BOTTOM COMMUNITY BLDG ASSOC
PO BOX 14WASHINGTONWV26181EQUIPMENT UPGRADE$12,000
WCVWOT
12111 LONGVIEW DRIVENORTH HUNTINGDONPA15642WARRIORS' OPEN$200
WESTERN PA APPRENTICESHIP TRAINING TRUST FUND
2360 VENTURE DRIVEGIBSONIAPA15044APPRENTICESHIP TRAINING$3,500
WESTMORELAND HOMESTEAD VOL FIRE DEPT
PO BOX 173NORVELTPA15674ENERGY EFFICIENCY$7,500
WESTMORELAND-FAYETTE COUNCIL BSA
20 GARDEN CENTER DRIVEGREENSBURGPA15601ENERGY EFFICIENCY$1,000
WINCHESTER MEDICAL CENTER FOUNDATION
220 CAMPUS BLVD SUITE 402AWINCHESTERVA22601FACILITIES MAINTENANCE$5,000
YOUNGSTOWN VOLUNTEER FIRE DEPARTMENT
PO BOX 283YOUNGSTOWNPA15696FACILITIES UPGRADE$10,000
YOUNGWOOD AREA PARK AND POOL ENTERPRISE LLC
801 S 10TH STREETYOUNGWOODPA15697ENERGY EFFICIENCY$20,000
YOUNGWOOD VOLUNTEER HOSE CO #1
PO BOX 1013YOUNGWOODPA15697EQUIPMENT/ENERGY UPGRADE$15,000
ZOOLOGICAL SOCIETY OF PITTSBURGH
ONE WILD PLACEPITTSBURGHPA15206PENGUIN EXHIBIT MAINTENANCE$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,665,280TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,520ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$26ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescPASSTHROUGH INCOMEDesc
Business900099BusinessCd
Unrelated Business Taxbl Incm$1,196,717UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$1,196,717UnrelatedBusinessTaxblIncmAmt
Exclusion$3,546ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,200,263TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,880Amt
Net Investment Income$1,440NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,440DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
IdentifierOWNERSHIP OF CONTROLLED ENTITIESIdentifierTxt
Form And Line ReferenceFORM 990-PF, PAGE 5, PART VII-A, LINE 11FormAndLineReferenceDesc
Medium ExplanationCONTROLLED ENITIES:SCOTT ENTERPRISES, INC 1000 SOUTH MAIN STREETGREENSBURG, PA 1560125-1113287TRANSFER AMOUNTS - $0.00SE HOLDINGS, INC1000 SOUTH MAIN STREETGREENSBURG, PA 1560127-1787673TRANSFER AMOUNTS - $0.00MediumExplanationTxt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
INVESTMENT IN SCOTT ENTERPRISES, INC.AT COST$3,014,031$3,014,031
INVESTMENT IN SE HOLDINGS, INC.AT COST$33,367,561$33,367,561

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescTAX PENALTYDesc
Amt$196Amt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescPASSTHROUGH INCOMEDesc
Revenue And Expenses Per Books$1,196,717RevenueAndExpensesPerBooksAmt
Adjusted Net Income$1,196,717AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescPRIOR PERIOD GRANT VOIDED AFTER FY 2018Desc
Amt$10,000Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAXES$187,343$0$0
FRANCHISE TAX$25$0$0

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