FURP.ORG / PUBLIC DATA EXPLORER

NORTHWEST CHARITABLE FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
NORTHWEST CHARITABLE FOUNDATION (EIN 27-1403629)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-15
IRS object ID
202123199349100842
Schema version
2020v4.0
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)
Return2021-11-15T08:06:45-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN473317888PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HAINES & COMPANYBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1312 MARKET ST PO BOX 767AddressLine1Txt
CityWARRENCityNm
State AbbreviationPAStateAbbreviationCd
ZIP16365ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN271403629EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NORTHWEST CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlNORTBusinessNameControlTxt
Phone8147287260PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1100 LIBERTY STREETAddressLine1Txt
CityWARRENCityNm
State AbbreviationPAStateAbbreviationCd
ZIP16365ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRONALD J SEIFFERTPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8147287260PhoneNum
Signature2021-11-03SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRONALDPersonFirstNm
Person LastSEIFFERTPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRUCE A GOULD CPAPreparerPersonNm
PTINP01453175PTIN
Phone8147237741PhoneNum
Preparation2021-11-03PreparationDt
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$17,224,187FMVAssetsEOYAmt
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$12InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$12InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$990,213DividendsRevAndExpnssAmt
Dividends Net Invst Incm$990,213DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,054NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$240,000GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,054CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$992,279TotalRevAndExpnssAmt
Total Net Invst Incm$992,279TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,548AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,548AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$16,088OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$16,088OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$10,000TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$27,636TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$17,636TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,184,667ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,184,667ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,212,303TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$17,636TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,184,667TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$220,024ExcessRevenueOverExpensesAmt
Net Investment Income$974,643NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$755CashBOYAmt
Cash EOY$15,551CashEOYAmt
Cash EOYFMV$15,551CashEOYFMVAmt
Corporate Stock BOY$12,775,650CorporateStockBOYAmt
Corporate Stock EOY$12,775,650CorporateStockEOYAmt
Corporate Stock EOYFMV$16,276,178CorporateStockEOYFMVAmt
Other Investments BOY$1,158,693OtherInvestmentsBOYAmt
Other Investments EOY$923,873OtherInvestmentsEOYAmt
Other Investments EOYFMV$932,458OtherInvestmentsEOYFMVAmt
Total Assets BOY$13,935,098TotalAssetsBOYAmt
Total Assets EOY$13,715,074TotalAssetsEOYAmt
Total Assets EOYFMV$17,224,187TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$13,935,098NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$13,715,074NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$13,935,098TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$13,715,074TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$13,935,098TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$13,715,074TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$13,935,098TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$220,024ExcessRevenueOverExpensesAmt
Subtotal$13,715,074SubtotalAmt
Tot Net Ast Or Fund Balances EOY$13,715,074TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
Property26,058.632 SHARES OF FEDERATE HERMESPropertyDesc
How AcquiredPHowAcquiredCd
Sold2020-12-10SoldDt
Gross Sales Price$240,000GrossSalesPriceAmt
Cost Or Other Basis$237,946CostOrOtherBasisAmt
Gain Or Loss$2,054GainOrLossAmt
Gains Minus Excess Or Losses$2,054GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$2,054CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$13,548InvestmentIncomeExciseTaxAmt
Subtotal$13,548SubtotalAmt
Tax Based On Investment Income$13,548TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$10,351EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$10,351TotalPaymentsAndCreditsAmt
Tax Due$3,197TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksT KAY EADIEIndividualWithBooksNm
Phone8147287260PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1100 LIBERTY STREETAddressLine1Txt
CityWARRENCityNm
State AbbreviationPAStateAbbreviationCd
ZIP16365ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
RONALD J SEIFFERT
100 LIBERTY STREETWARRENPA16365PRESIDENT1.00$0$0$0
STEVEN G FISHER
100 LIBERTY STREETWARRENPA16365VICE-PRESIDE1.00$0$0$0
WILLIAM W HARVEY JR
100 LIBERTY STREETWARRENPA16365TREASURER1.00$0$0$0
T KAY EADIE
100 LIBERTY STREETWARRENPA16365SECRETARY1.00$0$0$0
JOHN P MEEGAN
100 LIBERTY STREETWARRENPA16365DIRECTOR1.00$0$0$0
SONIA M PROBST
100 LIBERTY STREETWARRENPA16365DIRECTOR1.00$0$0$0
TIM FANNIN
100 LIBERTY STREETWARRENPA16365DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$16,138,629AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$76,881AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$16,215,510TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$16,215,510AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$243,233CashDeemedCharitableAmt
Net Vl Noncharitable Assets$15,972,277NetVlNoncharitableAssetsAmt
Minimum Investment Return$798,614MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$798,614MinimumInvestmentReturnAmt
Tax Based On Investment Income$13,548TaxBasedOnInvestmentIncomeAmt
Total Tax$13,548TotalTaxAmt
Distributable Before Adj$785,066DistributableBeforeAdjAmt
Distributable Before Ded$785,066DistributableBeforeDedAmt
Distributable As Adjusted$785,066DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,184,667ExpensesAndContributionsAmt
Qualifying Distributions$1,184,667QualifyingDistributionsAmt
Adjusted Qualifying Distri$1,184,667AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$785,066DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$125,978ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$109,603ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$62,265ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$297,846TotalExcessDistributionCyovAmt
Qualifying Distributions$1,184,667QualifyingDistributionsAmt
Applied To Current Year$785,066AppliedToCurrentYearAmt
Remaining Distri From Corpus$399,601RemainingDistriFromCorpusAmt
Total Corpus$697,447TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$697,447ExcessDistriCyovToNextYrAmt
Excess From Year3$125,978ExcessFromYear3Amt
Excess From Year2$109,603ExcessFromYear2Amt
Excess From Year1$62,265ExcessFromYear1Amt
Excess From Current Year$399,601ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (163 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACTIVE AGING INC
1034 PARK AVEMEADVILLEPA16335PCCAPITAL CAMPAIGN LEGACY SPONSORSHIP$5,000
ADVANTAGE STARS FOUNDATION
5035 CLAIRTON BLVDPITTSBURGHPA15236PCJAMMIN IN JANUARY SPONSORSHIP$750
AFRICAN AMERICAN CHAMBER OF COMMERC
KOPPERS BUILDINGPITTSBURGHPA15219PCPROGRAM FUNDING$3,000
AFRICAN AMERICAN VETERANS MONUMENT
PO BOX 231BUFFALONY14202PCPROGRAM FUNDING$5,000
ALL STAR CHARITIES CLASSIC
PO BOX 82BRADFORDPA16701PCANNUAL BIG 30 SPONSHORSHIP$3,000
ALLEGHENY HEALTH NETWORK
4818 LIBERTY AVENUEPITTSBURGHPA15224PCPROGRAM FUNDING$10,000
AMERICAN CANCER SOCIETY
10501 EUCLID AVECLEVELANDOH44106PCLORAIN COUNTY LIFE SAVERS BALL SPONS$3,000
AMERICAN CANCER SOCIETY
10501 EUCLID AVECLEVELANDOH44106PCANNUAL MEN'S GOLF CHAMPIONSHIP$1,000
AMERICAN RED CROSS SOUTH CENTRAL PA
724 S GEORGE STYORKPA17401PCAMERICAN RED CROSS HEROES BREAKFAST$5,000
ART IN THE WILDS
214 CHEMICAL WORKS ROADKANEPA16735PCFESTIVAL SPONSORSHIP$1,000
AUXILIARY OF THE WARREN GENERAL HOS
2 CRESCENT PARKWARRENPA16365PCANNUAL GALA SPONSORSHIP$1,000
BACK TO BASIC OUTREACH MINISTRIES
1370 WILLIAM STBUFFALONY14206PCPROGRAM FUNDING$500
BCAT
1221 MAIN STREETBUFFALONY14209PCPROGRAM FUNDING$5,000
BCHA SCHOLARSHIP FUND
111 S CLIFF STBUTLERPA16001PCSCHOLARSHIP FUNDING$1,000
BEI
44 N STATE STREETWARRENPA16365PCCAPITAL CAMPAING (1 OF 3)$20,000
BELLEFONTE BASEBALL BOOSTERS
84 LANDON DRIVEBELLEFONTEPA16823PCEQUIPMENT AND SUPPLY FUNDING$5,000
BELMOUNT HOUSING FINANCIAL EDUCATIO
2393 MAIN STBUFFALONY14214PCRENT, UTILITIES, AND BUILD-OUT EXPEN$66,000
BIG 30 ATHLETIC FUND
570 W WASHINGTON STBRADFORDPA16701PCPROGRAM FUNDING$1,000
BISHOP SHEEN HOUSING FOUNDATION IN
150 FRENCH ROADROCHESTERNY14618PCGALA SPONSORSHIP$1,000
BISON FUND
284 DELAWARE AVEBUFFALONY14202PCCELEBRATION TABLE SPONSORSHIP$1,500
BISON FUND
284 DELAWARE AVEBUFFALONY14202PCPROGRAM FUNDING$2,500
BLACK ACHIEVERS INC
395 E FERRY ST 1BUFFALONY14208PCPROGRAM FUNDING$3,000
BLESSING HOUSE
5440 GROVE AVELORAINOH44055PCCAPITAL CAMPAIGN SUPPORT$5,000
BLUEPRINTS
150 W BEAU ST SUITE 304WASHINGTONPA15301PCPROGRAM FUNDING$5,000
BOYS AND GIRLS CLUB BUFFALO
282 BABCOCK STREETBUFFALONY14210PCBRIDGING THE DIGITAL DIVIDE PROGRAM$5,000
BRADFORD AREA PUBLIC LIBRARY
67 W WASHINGTON STBRADFORDPA16701PCYOUNG ADULT AUTHOR PROGRAM$2,000
BRADFORD AREA CHRISTIAN ACADEMY
25 CHAMBERS STBRADFORDPA16701PCPROGRAM FUNDING$1,500
BRADFORD CREATIVE AND PERFORMING AR
PO BOX 153BRADFORDPA16701PCFALL MUSIC FEST SPONSORSHIP$1,500
BRADFORD ECUMENCIAL HOME
100 ST FRANCIS DRBRADFORDPA16701PCHALO DISENFECTION SYSTEM$2,500
BRADFORD ECUMENCIAL HOME
100 ST FRANCIS DRBRADFORDPA16701PCEMPLOYEE LUNCH SPONSORSHIP$1,500
BRADFORD EDUCATIONAL FOUNDATION
300 CAMPUS DRIVEBRADFORDPA16701PCDEANS EVANS LEGACY FUND FUNDING$5,000
BRADFORD HOSPITAL AUXILIARY
116 INTERSTATE PKWYBRADFORDPA16701PCDESIGNER PURSE FUNDRAISER$2,800
BRADFORD REGIONAL MEDICAL CENTER FU
116 INTERSTATE PKWYBRADFORDPA16701PCFRONT LINE STAFF LUNCH$1,714
BRADFORD YOUTH TRAP LEAGUE
48 BUCK ROADLEWIS RUNPA16738PCSHOOTING SPORTS PROGRAM SUPPORT$2,500
BROTHERS OF MERCY FACILITIES FOUNDA
4520 RANSOM RDCLARENCENY14031PCFACILITIES RENOVATIONS$7,500
BUFFALO PREP
18 ACHESON ANNEXBUFFALONY14214PCPROGRAM FUNDING$2,500
BUFFALO URBAN LEAGUE
15 GENESEE STBUFFALONY14203PCSCHOLARSHIP AND HOUSING PROGRAM SPON$25,000
BUFFALO URBAN LEAGUE
15 GENESEE STBUFFALONY14203PCGALA SPONSORSHIP$25,000
CAMERON COUNTY COMMUNITY CHEST
PO BOX 134EMPORIUMPA15834PCANNUAL CAMPAIGN CONTRIBUTION$2,500
CAPSEA
PO BOX 464RIDGWAYPA15853PCEVENT SPONSORSHIP$500
CENTRAL PA INSTITUTE
540 N HARRISON RDPLEASANT GAPPA16823PCTECHNICAL PROGRAM FUNDING 3 OF 3$3,333
CENTRE COUNTY UNITED WAY
126 W PINE GROVE ROAD POPINE GROVE MILLSPA16868PCANNUAL CAMPAIGN CONTRIBUTION$5,000
CITY OF FRANKLIN
191 HOWARD STFRANKLINPA16323PCSMALL BUSINESS JUMP START ENTREPRENE$1,000
CLARION HOSPITAL FOUNDATION
1 HOSPITAL DRCLARIONPA16214PCMAMMOGRAPHY CAMP (1 OF 2)$5,000
CLEARFIELD AREA UNITED WAY
18 N 2ND STREET SUITE 4CLEARFIELDPA16830PCANNUAL CAMPAIGN CONTRBUTION$4,000
CLINTON COUNTY UNITED WAY
8 NORTH GROVE STREETLOCK HAVENPA17745PCANNUAL CAMPAIGN CONTRIBUTION$1,500
COMMONWEALTH CHARITABLE MANAGEMENT
270 LAKE AVEMONTROSEPA18801PCEVERFI ENGAGE$35,000
COMMONWEALTH CHARITABLE MANAGEMENT
270 LAKE AVEMONTROSEPA18801PCANNUAL EVERFI PAYMENT$212,500
COMMUNITY BLOOD BANK
2646 PEACH STERIEPA16508PCBATTLE OF THE BANKERS CAMPAIGN$2,000
COMMUNITY FOUNDATION OF TWIN TIERS
104 W LOCKHART STSAYREPA18840PCPROGRAM FUNDING$500
COMMUNITY FOUNDATION OF GREATER BUF
726 EXCHANGE STREETBUFFALONY14210PCEASTSIDE CORRIDOR ECOOMIC DEVELPMENT$20,000
COMMUNITY FOUNDATION OF LORAIN COUN
9080 LEAVITT RDELYRIAOH44035PCCOVID-19 RESPONSE FUND SUPPORT$5,000
COMMUNITY FOUNDATION OF WARREN COUN
310 2ND AVEWARRENPA16365PCWARREN GIVES$5,000
CULTURAL ALLIANCE OF YORK COUNTY
14 W MARKET STYORKPA17401PCPROGRAM FUNDING (2 OF 2)$4,250
CURWENSVILLE AREA SCHOOL DISTRICT
650 BEECH STREETCURWENSVILLEPA16833PCYOUTH DEVELOPMENT PROGRAM FUNDING (1$4,055
DESTINATIONS BRADFORD
1 MAIN STBRADFORDPA16701PCANNUAL CAMPAIGN SUPPORT$500
DICKINSON CENTER INC
43 SERVIDEA DRRIDGWAYPA15853PCST. MARY'S CAPITAL CAMPAIGN$20,000
DUBOIS AREA UNITED WAY
223 S JARED STREETDUBOISPA15801PCANNUAL CAMPAIGN CONTRIBUTION$1,500
EAGLE'S NEST LEADERSHIP CORPORATION
1129 PENNSYLVANIA AVEERIEPA16503PCPROGRAM FUNDING$1,000
ECONOMIC PROGRESS ALLIANCE
789 BESSEMER STMEADVILLEPA16335PCFRENCH CREEK DISTRICT INITIATIVE (1$10,000
EL CENTRO
2800 PEARL AVENUELORAINOH44055PCCOVID 19 OPERATING FUND$10,000
ERIE COMMUNITY FOUNDATION
459 WEST 6TH STREETERIEPA16507PCERIE GIVES$5,000
ERIE DAWN
2816 ELMWOOD AVEERIEPA16508PCGALA SPONSORSHIP$2,500
ERIE REG CHAMBER & GROWTH PARTNERSH
208 E BAYFRONT PKWYERIEPA16507PCERIE FORWARD SPONSORSHIP (1 OF 5)$20,000
EVANS-KRIVAK GYNE CANCER RESEARCH
33 BERVA DRIVEBRADFORDPA16701PCPROGRAM SUPPORT$1,000
EXCHANGE CLUB OF BRADFORD
679 W WASHINGTON STBRADFORDPA16701PCCHILD ABUSE PREVENTION BOWLING EXPO$1,500
FOUNDATION FOR FREE ENTERPRISE
3076 W 12TH STERIEPA16505PCTHE STOCK MARKET GAME SPONSORSHIP$1,000
FRANKLIN YMCA
111 WEST PARK STREETFRANKLINPA16323PCCAPITAL CAMPAIGN$10,000
FRIENDSHIP TABLE
21 EAST CORYDON STBRADFORDPA16701PCPROGRAM FUNDING$3,500
FULTON THEATRE
12 N PRINCE STLANCASTERPA17608PCCAPITAL CAMPAIGN MULTIYEAR 2 OF 5$6,163
GUARDIAN ANGEL CENTER INC
616 SUNSET RDST MARYSPA15857PCEXPANSION PROJECT FUNDING 2 OF 3$5,000
HEADWATERS CHARITABLE TRUST
434 STATE STREET SUITE 1CURWENSVILLEPA16833PCGREEN JOB CREATION PROJECT (2 OF 3)$5,000
HERSHEY FOOD BANK & COMM OUTREACH
120 EAST DERRY ROADHERSHEYPA17033PCPROGRAM FUNDING$5,000
HOME
1542 MAIN STREETBUFFALONY14209PCPROGRAM FUNDING$3,000
HORSES WITH HOPE
PO BOX 56BRIDGEVILLEPA15017PCPROGRAM FUNDING$1,195
HOUSE OF HOPE
PO BOX 881WARRENPA16365PCPROGRAM SUPPORT$500
HOUSING ALLIANCE OF PA
309 FLORENCE AVENUE SUITJENKINTOWNPA17044PCHOMES WITHIN REACH CONFERENCE SPONSO$2,500
HOUSING TRANSITIONS INC
217 EAST NITTANY AVENUESTATE COLLEGEPA16801PCNIGHT SHIFT SUPERVISOR FUNDING (1 OF$2,000
HUDSON COMMUNITY FOUNDATION
49 EAST MAIN STREETHUDSONOH44236PCHUDSON NOW$3,500
HUNTINGDON COUNTY UNITED WAY
417 PENN STREETHUNTINGDONPA16652PCANNUAL CAMPAIGN CONTRIBUTION$1,500
IROQUOIS SCHOOL DISTRICT FOUNDATION
800 TYNDALL AVEERIEPA16511PCFOOD TRUCK FESTIVAL SPONSORSHIP$2,500
JEFFERSON EDUCATIONAL SOCIETY
3207 STATE STERIEPA16508PCGLOBAL SUMMIT SPONSORSHIP$5,000
JUBILEE MINISTRIES
235 S 12 STLEBANONPA17042PCDIGITAL SIGN PROJECT SPONSORSHIP (2$7,500
JUNIOR ACHIEVEMENT OF CLEVELAND
1422 EUCLID AVENUECLEVELANDOH44115PCPROGRAM FUNDING$1,500
JUNIOR ACHIEVEMENT OF WNY
6255 SHERIDAN DRWILLIAMSVILLENY14221PCSTOCK MARKET CHALLENGE SPONSORSHIP$10,000
LAKE GEAUGA HABIT FOR HUMANITY
100 PARKER COURTCHARDONOH44024PCANNUAL FUNDRAISER SPONSORSHIP$500
LANCASTER SCIENCE FACTORY
454 NEW HOLLAND AVENUELANCASTERPA17602PCPROGRAM FUNDING$2,500
LCADA
2115 W PARK DRLORAINOH44053PCDIAMOND DAY FUNDRAISER$2,000
LEADERSHIP CENTRE COUNTY
PO BOX 10265STATE COLLEGEPA16801PCPROGRAM FUNDING$3,000
LISC WNY
70 W CHIPPEWA STBUFFALONY14202PCPROGRAM FUNDING$7,500
LONG'S PARK AMPHITHEATER FOUNDATION
313 WEST LIBERTY STREETLANCASTERPA17603PCSUMMER MUSIC SERIES SPONSORSHIP$1,000
LORAIN COUNTY CHAMBER OF COMMERCE
226 MIDDLE AVEELYRIAOH44035PCCOVID 19 EMERGENCY RELIEF GRANT PROG$5,000
LORAIN COUNTY COMM COLLEGE FOUNDATI
1005 ABBE ROAD NORTH CC22ELYRIAOH44035PCROY AND BOBBI CHURCH LEADERSHIP INST$3,000
LORAIN COUNTY COMM COLLEGE FOUNDATI
1005 ABBE ROAD NORTH CC22ELYRIAOH44035PCTECHNOLOGY FUNDING$7,301
LORAIN COUNTY URBAN LEAGUE
200 MIDDLE AVEELYRIAOH44035PCPROGRAM FUNDING$1,500
LYCOMING COUNTY UNITED WAY
1 W THRID ST SUITE 208WILLIAMSPORTPA17701PCANNUAL CAMPAIGN CONTRIBUTION$1,500
MCKEAN COUNTY ARTS COUNCIL
PO BOX 557BRADFORDPA16701PCSILVER LEVEL MEMBERSHIP$500
MCKEAN COUNTY COMMUNITY FOUNDATION
PO BOX 708BRADFORDPA16701PCSTART-UP ADMINISTRATIVE START UP FUN$5,000
MOUNT NITTANY HEALTH
1800 E PARK AVENUESTATE COLLEGEPA16803PCOPEN STREETS PROGRAM PARTNERSHIP (3$3,333
NATIONAL ALLIANCE ON MENTAL ILLNESS
1611 PEACH STREETERIEPA16501PC90S DANCE PARTY SUPPORT$1,000
NET POSITIVE
298 NORTHHAMPTON STBUFFALONY14208PCPROGRAM FUNDING$2,893
NORTH COUNTRY TRAIL ASSOCIATION
PO BOX 795WAMPUMPA16157PCRT 5K SPONSORSHIP$500
NORTHERN PENNSYLVANIA REGIONAL COLL
119 MARKET STWARRENPA16365PCSCHOLARSHIP FUNDING (2 OF 2)$5,000
NORTHSIDE LEADERSHIP DEVELOPMENT CO
700 RIVER AVEPITTSBURGHPA15212PCANNUAL MWDBE CONFERENCE SPONSORSHIP$500
NTMA EDUCATION FOUNDATION
PO BOX 203MEADVILLEPA16335PCPROGRAM FUNDING$1,500
OIL CITY MAIN STREET PROGRAM
217 ELM STREETOIL CITYPA16301PCOIL CITY DESIGN GUIDELIENS PROJECT$2,500
OUR LADY OF THE WAYSIDE
38023 COLORADO AVEAVONOH44011PCPROGRAM FUNDING$3,000
PA ECOMMERCE INSTITUTE
PO BOX 203SILVER SPRINGPA17575PCTEACH TECH SPONSORSHIP$3,500
PARTNER 4 WORK
650 SMITHFIELD STPITTSBURGHPA15222PCFINANCIAL SERVICES INDUSTRY COLLABOR$35,000
PENN HIGHLANDS HEALTHCARE
100 HOSPITAL AVENUEDUBOISPA15801PCMASTER FACILITIES PLAN 3 OF 3$10,000
PINNACLE HEALTH
PO BOX 8700HARRISBURGPA17105PCTRANSFORM THE TRAIL CAMPAIGN (1 OF 3$10,000
PITTSBURGH COMMUNITY REINVESTMENT G
1901 CENTRE AVENUEPITTSBURGHPA15219PCCOMMUNITY DEVELPMENT SUMMIT SPONSORS$4,500
PUSH BUFFALO
429 PLYMOUTH AVEBUFFALONY14213PCPROGRAM FUNDING$2,500
RESPONSIVE TO OUR COMMUNITY
PO BOX 11255SYRACUSENY13218PCPROGRAM FUNDING$2,700
RONALD MCDONALD CHARITIES OF CENTRA
745 W GOVERNOR RDHERSHEYPA17033PCPROGRAM FUNDING (2 OF 2)$2,500
SALVATION ARMY LEBANON CORPS
1031 GUILFORD STLEBANONPA17046PCPROGRAM FUNDING$1,000
SAY YES OT EDUCATION BUFFALO
712 MAIN STBUFFALONY14202PCPROGRAM FUNDING$7,500
SCENIC RIVERS YMCA
7 PETROLEUM STREETOIL CITYPA16301PCANNUAL CAMPAIGN SUPPORT$1,000
SECOND HARVEST FOOD BK OF NCENTRAL
5510 BAUMHART RDLORAINOH44053PCPROGRAM FUNDING$15,000
SHEFFIELD AREA ECUMENICAL FOOD PANT
PO BOX 721SHEFFIELDPA16347PCPROGRAM FUNDING$2,500
SOUL TO SOLE
PO BOX 541AVONOH44011PCPROGRAM FUNDING$1,500
ST LEO SCHOOL
125 DEPOT STRIDGWAYPA15853PCCLASSICAL ACADEMY ENDOWMENT FUNDING$7,500
ST MARYS UNITED WAY
44 SOUTH STREETST MARYSPA15857PCANNUAL CAMPAIGN CONTRIBUTION$1,800
THE ERIE DOWNTOWN DEVELOPMENT CORP
100 STATE ST STE 700ERIEPA16057PCDOWNTOWN REDEVELOPMENT/REVITALIZATIO$25,000
THE HUDSON ROTARY FOUNDATION
PO BOX 323HUDSONOH44236PCEMS OUTREACH HUDSON FUNDING$2,500
THE LEARNING CENTER
90 JACKSON AVEBRADFORDPA16701PCPROGRAM FUNDING$1,685
THE MARY LEE TUCKER FUND INC
2500 WEST ERIE AVELORAINOH44052PCPROGRAM FUNDING$5,000
THE ROUSE ESTATES
701 ROUSE AVEYOUNGSVILLEPA16731PCOUTSIDE PLAY SPACE FUNDING$1,000
THE SALVATION ARMY
311 BEECH STREETWARRENPA16365PCANNUAL RED KETTLE KICK-OFF BREAKFAST$1,000
THE SERVICE COLLABORATIVE
173 ELM STREETBUFFALONY14203PCTSC ON TAP VOLUNTEER TSHIRT SPONSORS$1,000
TRI-MUNICIPAL PARK INC
134 N HOFFER AVECENTRE HALLPA16828PCPENN'S PRAIRIE PAVILION FUNDING$4,503
UNITED FUND OF CORRY
134 EAST MAIN STREETCORRYPA16407PCANNUAL CAMPAIGN CONTRIBUTION$700
UNITED FUND OF WARREN COUNTY
308 MARKET STREET PO BOXWARRENPA16365PCPROGRAM FUNDING$75,000
UNITED WAY BRADFORD AREA
161 MAIN STREET PO BOX 5BRADFORDPA16701PCPROGRAM FUNDING$7,850
UNITED WAY OF BUFFALO & ERIE COUNTY
742 DELAWARE AVEBUFFALONY14209PCANNUAL CAMPAIGN SUPPORT$10,000
UNITED WAY OF CHAUTAUQUA
208 PINE STREETJAMESTOWNNY14701PCANNUAL CAMPAIGN SUPPORT$10,000
UNITED WAY OF ERIE COUNTY
420 W 6TH STREET SUITE 20ERIEPA16507PCERIE FREE TAX PROGRAM SPONSORSHIP$2,500
UNITED WAY OF ERIE COUNTY
420 W 6TH STREET SUITE 20ERIEPA16507PCANNUAL CAMPAIGN CONTRIBUTION$16,390
UNITED WAY OF GREATER LORAIN COUNTY
642 BROADWAY AVELORAINOH44052PCANNUAL CAMPAIGN CONTRIBUTION$10,000
UNITED WAY OF GREATER NIAGARA
6420 INDUCON DRIVESANBORNNY14132PCANNUAL CAMPAIGN CONTRIBUTION$5,000
UNITED WAY OF GREATER ROCHESTER
106 MAIN STREETROCHESTERNY14607PCANNUAL CAMPAIGN CONTRIBUTION$2,500
UNITED WAY OF LANCASTER COUNTY
1910 HARRINGTON DRIVELANCASTERPA17601PCANNUAL CAMPAIGN CONTRIBUTION$13,452
UNITED WAY OF MIFFLIN-JUNIATA
13 EAST THIRD STREETLEWISTOWNPA17044PCANNUAL CAMPAIGN CONTRIBUTION$1,500
UNITED WAY OF SOUTHWESTERN PENNSYLV
PO BOX 640716PITTSBURGHPA15264PCANNUAL CAMPAIGN CONTRIBUTION$27,000
UNITED WAY OF THE LAUREL HIGHLANDS
422 MAIN STREET STE 203JOHNSTOWNPA15901PCANNUAL CAMPAIGN CONTRIBUTION$5,000
UNITED WAY OF THE TITUSVILLE REGION
208 W SPRING STTITUSVILLEPA16354PCANNUAL CAMPAIGN CONTRIBUTION$1,800
UNITED WAY OF WESTERN CRAWFORD COUN
415 CHESTNUT STREETMEADVILLEPA16335PCANNUAL CAMPAIGN CONTRIBUTION$3,000
UNIVERSITY OF PITTSBURGH BRADFORD
300 CAMPUS DRIVEBRADFORDPA16701PCANNUAL SCHOLARSHIP SUPPORT$5,000
VARIETY CLUB OF BUFFALO
6114 BROADWAYLANCASTERNY14086PCTELETHON SPONSORSHIP$5,000
VETERANS MIRACLE CENTER
1573 WEST 39TH STERIEPA16509PCGOOD 360 PROGRAM SUPPORT$1,000
VOICES FOR INDEPENDENCE
1432 WILKINS RDERIEPA16505PCPROGAM FUNDING$3,500
WARREN COUNTY FAIR ASSOCIATION
PO BOX 230PITTSFIELDPA16340PCMOTORSPORTS ARENA NAMING RIGHTS (4 O$15,500
WARREN GENERAL HOSPITAL
2 CRESCENT PARK WESTWARRENPA16365PC2020 SUMMER SIZZLER GOLF OUTING SPON$5,000
WARREN LIBRARY ASSOCIATION
205 MARKET STWARRENPA16365PCCAPITAL CAMPAIGN (1 OF 3)$20,000
WEST LAMPETER TOWNSHIP COMM FOUND
852 VILLAGE ROADLAMPSTERPA17537PCVILLAGE PARK REVITALIZATION 3 OF 3$10,000
YMCA OF CORRY
906 NORTH CENTER STREETCORRYPA16407PCCAPITAL CAMPAIGN 2 OF 3$5,000
YMCA OF GREATER ERIE
31 WEST 10TH STREETERIEPA16501PCANNUAL CAMPAIGN SPONSORSHIP$2,000
YMCA OF THE TWIN TIERS
59 BOYLES STBRADFORDPA16701PCANNUAL CONTRIBUTION$5,000
YORK COUNTY LITERACY COUNCIL
800 EAST KING STREETYORKPA17403PCRELOCATION EXPENSES (1 OF 3)$2,500
YWCA - BRADFORD
24 W CORYDON STBRADFORDPA16701PCSWIG & SWINE EVENT SPONSORSHIP$2,500
YWCA OF ROCHESTER & MONROE COUNTY
175 N CLINTON AVEROCHESTERNY14604PCEMPOWERING WOMEN SPONSORSHIP 2020$1,500
SMALL BUSINESS JUMP START
206 SENECA STOIL CITYPA16301PCWRITE OFF OF 2019 CONTRIBUTION-$1,000
UNITED WAY OF MERCER COUNTY
493 SOUTH HERMITAGE RDHERMITAGEPA16148PCWRITE OFF OF 2017 CONTRIBUTION-$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,184,667TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$12ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$990,213ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,054ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$992,279ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$992,279TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,548Amt
Net Investment Income$1,548NetInvestmentIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockNORTHWEST BANCSHARES INC.StockNm
EOY Book Value$12,775,650EOYBookValueAmt
EOYFMV$16,276,178EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MONEY MARKETAT COST$41,506$41,506
MUTUAL FUNDSAT COST$882,367$890,952

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$16,088Amt
Net Investment Income$16,088NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAX EXPENSECategoryTxt
Amt$10,000Amt