CRAWFORD HERITAGE COMMUNITY FOUNDATION: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
CRAWFORD HERITAGE COMMUNITY FOUNDATION (EIN 25-1813245)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-15
IRS object ID
202123199349309572
Schema version
2020v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-15T11:28:37-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN251031405PreparerFirmEIN

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1180 MERCER STREETAddressLine1Txt
CityMEADVILLECityNm
State AbbreviationPAStateAbbreviationCd
ZIP16335ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN251813245EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHRISTIAN M MAHERPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone8143365206PhoneNum
Signature2021-11-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCHRISTIANPersonFirstNm
Person LastMAHERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRUCE LAWRENCEPreparerPersonNm
PTINP01329574PTIN
Phone8147245890PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerCHRISTIAN M MAHERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1415 CHESTNUT STREETAddressLine1Txt
CityMEADVILLECityNm
State AbbreviationPAStateAbbreviationCd
ZIP16335ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$9,708,384GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.CRAWFORDHERITAGE.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1997FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionA COMMUNITY FOUNDATION ESTABLISHED TO PROVIDE A FRAMEWORK FOR CHARITABLE GIVING TO LOCAL WORTHY CAUSES IN CRAWFORD COUNTY, PENNSYLVANIA.ActivityOrMissionDesc
Voting Members Governing Body16VotingMembersGoverningBodyCnt
Voting Members Independent16VotingMembersIndependentCnt
Total Employee3TotalEmployeeCnt
Total Volunteers25TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,288,064PYContributionsGrantsAmt
CY Contributions Grants$1,021,249CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$1,771,182PYInvestmentIncomeAmt
CY Investment Income$1,207,303CYInvestmentIncomeAmt
PY Other Revenue$18,306PYOtherRevenueAmt
CY Other Revenue$21,374CYOtherRevenueAmt
PY Total Revenue$4,077,552PYTotalRevenueAmt
CY Total Revenue$2,249,926CYTotalRevenueAmt
PY Grants And Similar Paid$697,526PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$787,904CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$96,622PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$101,229CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$36,604CYTotalFundraisingExpenseAmt
PY Other Expenses$157,430PYOtherExpensesAmt
CY Other Expenses$155,535CYOtherExpensesAmt
PY Total Expenses$951,578PYTotalExpensesAmt
CY Total Expenses$1,044,668CYTotalExpensesAmt
PY Revenues Less Expenses$3,125,974PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,205,258CYRevenuesLessExpensesAmt
Total Assets BOY$27,305,982TotalAssetsBOYAmt
Total Assets EOY$30,716,805TotalAssetsEOYAmt
Total Liabilities BOY$2,465,803TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,750,351TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$24,840,179NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$27,966,454NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionA COMMUNITY FOUNDATION ESTABLISHED TO PROVIDE A FRAMEWORK FOR CHARITABLE GIVING TO LOCAL WORTHY CAUSES IN CRAWFORD COUNTY, PENNSYLVANIA.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$809,673ExpenseAmt
Grant$787,904GrantAmt
Revenue$21,374RevenueAmt
DescTHE CRAWFORD HERITAGE COMMUNITY FOUNDATION IS DEDICATED TO IMPROVING THE QUALITY OF LIFE IN CRAWFORD COUNTY, PENNSYLVANIA BY CONNECTING PEOPLE AND ORGANIZATIONS TO THE CHARITABLE NEEDS OF OUR REGION. THE FOUNDATION OFFERS LOCAL SERVICE AND KNOWLEDGE, ESPECIALLY IN REGARDS TO CHARITABLE IMPACT OF REGIONAL GIVING. IT IS ORGANIZED TO FUNCTION IN PERPETUITY AND KNOW AND UNDERSTAND COMMUNITY NEEDS NOW AND IN THE FUTURE. IT SERVES DONORS WHO HAVE MULTIPLE CHARITABLE INTENT AND THOSE WHO WISH TO HAVE AN IMPACT IN MORE THAN ONE WAY. MONEY GIVEN TO THE FOUNDATION IS USED TO PROVIDE GRANTS TO SUPPORT THE CAUSES OUR DONORS CARE ABOUT AS WELL AS WORTHWHILE PROGRAMS WE SELECT. WE MANAGE MORE THAN 100 FUNDS, WHICH BENEFIT MORE THAN 100 DIFFERENT ORGANIZATIONS, SCHOLARSHIPS AND CHARITABLE PURPOSES.RAISED APPROXIMATELY $1,000,000 OF ASSETS TO ENABLE FUTURE YEAR FUNDING OF CHARITABLE ENDEAVORS. WAS ABLE TO FUND $787,904 OF GRANTS DURING THE CURRENT YEAR.Desc
Total Program Service Expenses$809,673TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit CounselingYes (1)CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document1IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee3EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members16GoverningBodyVotingMembersCnt
Independent Voting Member16IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

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

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
REV BARRY CRESSMAN
PRESIDENT1.00Yes (X)Yes (X)$0$0$0
TODD ISHIIMARU
FIRST VICE PRESIDENT1.00Yes (X)Yes (X)$0$0$0
ELISABETH SMITH
SECOND VICE PRESIDENT1.00Yes (X)Yes (X)$0$0$0
JENNIFER MOHTASHEMI
THIRD VICE PRESIDENT1.00Yes (X)Yes (X)$0$0$0
KELLY BROCIOUS
TREASURER1.00Yes (X)Yes (X)$0$0$0
LUKE RUOT
SECRETARY1.00Yes (X)Yes (X)$0$0$0
LISA PEPICELLI YOUNGS ESQ
DIRECTOR1.00Yes (X)$0$0$0
BOBBI JO DECRAPIO
DIRECTOR1.00Yes (X)$0$0$0
TERRY FUNK
DIRECTOR1.00Yes (X)$0$0$0
DAVE GALEY
DIRECTOR1.00Yes (X)$0$0$0
PAUL HUBER
DIRECTOR1.00Yes (X)$0$0$0
JEFFREY S LANG
DIRECTOR1.00Yes (X)$0$0$0
DIANE ROBBINS
DIRECTOR1.00Yes (X)$0$0$0
SUSAN TRUCCO
DIRECTOR1.00Yes (X)$0$0$0
DR PETER WHITE
DIRECTOR1.00Yes (X)$0$0$0
NANCY WORMAN
DIRECTOR1.00Yes (X)$0$0$0
CHRISTIAN M MAHER
EXECUTIVE DIRECTOR35.00Yes (X)$79,708$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$79,708TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$1,021,249AllOtherContributionsAmt
Noncash Contributions$91,607NoncashContributionsAmt
Total Contributions$1,021,249TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$349,359TotalRevenueColumnAmt
Exclusion$349,359ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$8,316,402SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$7,458,458SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$857,944SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$857,944TotalRevenueColumnAmt
Exclusion$857,944ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business523000BusinessCd
Total Revenue Column$21,374TotalRevenueColumnAmt
Related Or Exempt Func Income$21,374RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$21,374OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,249,926TotalRevenueColumnAmt
Related Or Exempt Func Income$21,374RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,207,303ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$553,504TotalAmt
Program Services$553,504ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$234,400TotalAmt
Program Services$234,400ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$76,708TotalAmt
Program Services$19,177ProgramServicesAmt
Management And General$38,354ManagementAndGeneralAmt
Fundraising$19,177FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$13,704TotalAmt
Management And General$13,047ManagementAndGeneralAmt
Fundraising$657FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$3,000TotalAmt
Program Services$1,125ProgramServicesAmt
Management And General$1,500ManagementAndGeneralAmt
Fundraising$375FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$7,817TotalAmt
Program Services$1,467ProgramServicesAmt
Management And General$4,833ManagementAndGeneralAmt
Fundraising$1,517FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$108,959TotalAmt
Management And General$108,959ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$9,880TotalAmt
Management And General$9,880ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$14,878TotalAmt
Fundraising$14,878FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$8,287TotalAmt
Management And General$8,287ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,592TotalAmt
Management And General$1,592ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,949TotalAmt
Management And General$2,949ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmt
DUES$3,248$3,248
TAXES AND FEES$188$188

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$5,554TotalAmt
Management And General$5,554ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,044,668TotalAmt
Program Services$809,673ProgramServicesAmt
Management And General$198,391ManagementAndGeneralAmt
Fundraising$36,604FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$4,918BOYAmt
EOY$6,494EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,445,579BOYAmt
EOY$2,058,653EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$25,855,485BOYAmt
EOY$28,651,658EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$27,305,982BOYAmt
EOY$30,716,805EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$3,996BOYAmt
EOY$5,570EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$2,461,807BOYAmt
EOY$2,744,781EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,465,803BOYAmt
EOY$2,750,351EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$24,755,763BOYAmt
EOY$27,884,732EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$84,416BOYAmt
EOY$81,722EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$24,840,179BOYAmt
EOY$27,966,454EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$27,305,982BOYAmt
EOY$30,716,805EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$1,205,258ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,950,711NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$29,694OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

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

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$330,144CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$274,188CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$902,070CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$288,064CurrentTaxYearMinus1YearAmt
Current Tax Year$1,021,250CurrentTaxYearAmt
Total$2,815,716TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$330,144CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$274,188CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$902,070CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$288,064CurrentTaxYearMinus1YearAmt
Current Tax Year$1,021,250CurrentTaxYearAmt
Total$2,815,716TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$2,815,716PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$240,661CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$238,303CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$295,146CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$445,559CurrentTaxYearMinus1YearAmt
Current Tax Year$349,359CurrentTaxYearAmt
Total$1,569,028TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$12,042CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$14,106CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$15,916CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$18,306CurrentTaxYearMinus1YearAmt
Current Tax Year$21,374CurrentTaxYearAmt
Total$81,744TotalAmt
FieldValueIRS element (for citing)
Total Support$4,466,488TotalSupportAmt
Public Support CY1700.63040PublicSupportCY170Pct
Public Support PY1700.57950PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held15DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$539,341DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$107,699DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$7,059,004DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd
Agent Trustee Etc0AgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (1)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

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

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$17,872,456BeginningYearBalanceAmt
Contributions$2,149,996ContributionsAmt
Investment Earnings Or Losses$3,902,679InvestmentEarningsOrLossesAmt
Grants Or Scholarships$647,535GrantsOrScholarshipsAmt
Administrative Expenses$252,795AdministrativeExpensesAmt
End Year Balance$23,024,801EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$13,966,115BeginningYearBalanceAmt
Contributions$5,800,582ContributionsAmt
Investment Earnings Or Losses-$1,152,072InvestmentEarningsOrLossesAmt
Grants Or Scholarships$549,756GrantsOrScholarshipsAmt
Administrative Expenses$192,413AdministrativeExpensesAmt
End Year Balance$17,872,456EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$12,243,079BeginningYearBalanceAmt
Contributions$678,287ContributionsAmt
Investment Earnings Or Losses$2,276,888InvestmentEarningsOrLossesAmt
Grants Or Scholarships$531,668GrantsOrScholarshipsAmt
Administrative Expenses$700,471AdministrativeExpensesAmt
End Year Balance$13,966,115EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$11,855,926BeginningYearBalanceAmt
Contributions$276,086ContributionsAmt
Investment Earnings Or Losses$752,021InvestmentEarningsOrLossesAmt
Grants Or Scholarships$486,644GrantsOrScholarshipsAmt
Administrative Expenses$154,310AdministrativeExpensesAmt
End Year Balance$12,243,079EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY1.00000BoardDesignatedBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$4,061,984TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$1,950,711NetUnrealizedGainsInvstAmt
Other Revenue-$29,694OtherRevenueAmt
Revenue Not Reported$1,921,017RevenueNotReportedAmt
Revenue Subtotal$2,140,967RevenueSubtotalAmt
Investment Expenses Not Incld$108,959InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$108,959RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,249,926TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$935,709TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$935,709ExpensesSubtotalAmt
Investment Expenses Not Incld2$108,959InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$108,959ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,044,668TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART IV, LINE 2B:THE ORGANIZATION HAS VARIOUS CHARITABLE REMAINDER TRUSTS THAT PROVIDE INCOME TO SPECIFIC INDIVIDUALS UNTIL THEIR DEATH AND THE REMAINDER GOES TO THE ORGANIZATION. THE ORGANIZATION ENTERS INTO AGREEMENTS WITH NONPROFIT AGENCIES WHEREBY THE NONPROFIT AGENCIES SET UP ENDOWMENT FUNDS WITH THE ORGANIZATION. UNDER THE TERMS OF THE AGREEMENT, THE ORGANIZATION AGREES TO MAKE DISTRIBUTIONS BACK TO THE NONPROFIT AGENCIES.
PART V, LINE 4:THE INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS ARE TO PROVIDE ORGANIZATIONS AND INDIVIDUALS WITH GRANTS AND/OR SCHOLARSHIPS.
PART X, LINE 2:THE ORGANIZATION QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND HAS NO PROVISION FOR FEDERAL OR STATE INCOME TAXES. ACCORDINGLY, INCOME TAX EXPENSE IS LIMITED TO ACTIVITIES THAT ARE DEEMED BY THE INTERNAL REVENUE SERVICE TO BE UNRELATED TO THEIR EXEMPT PURPOSE. INTEREST AND PENALTIES RELATED TO INCOME TAX REPORTING ARE RECOGNIZED WHEN INCURRED AND ARE INCLUDED IN GENERAL AND ADMINISTRATIVE EXPENDITURES ON THE STATEMENT OF ACTIVITIES. MANAGEMENT HAS DETERMINED THE ORGANIZATION HAD NO ACTIVITIES SUBJECT TO UNRELATED BUSINESS TAX (UBIT) DURING THE YEAR ENDED DECEMBER 31, 2020. THE ORGANIZATION HAS NOT BEEN SUBJECT TO ANY INCOME TAX PENALTIES OR INTEREST FOR ALL OPEN TAX YEARS.
PART XI, LINE 2D - OTHER ADJUSTMENTS:CHANGE IN VALUE OF CHARITABLE REMAINDER TRUST -29,694.

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (32 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
ALLEGHENY COLLEGE
520 N MAIN STREETMEADVILLEPA16335250965212501(C)(3)$16,410GENERAL SUPPORT
AMERICAN CANCER SOCIETY
PO BOX 720366OKLAHOMA CITYOK73172131788491501(C)(3)$10,807GENERAL SUPPORT
AMERICAN RED CROSS
2025 E STREET NWWASHINGTONDC20006256000084501(C)(3)$9,522GENERAL SUPPORT
COCHRANTON PRESBYTERIAN CHURCH
109 S SMITH STREETCOCHRANTONPA16314237195078501(C)(3)$5,993GENERAL SUPPORT
CRAWFORD COUNTY HISTORICAL SOCIETY
411 CHESTNUT STREETMEADVILLEPA16335251099964501(C)(3)$7,337GENERAL SUPPORT
FAMILY AND COMMUNITY CHRISTIAN ASSOCIATION
378 CHESTNUT STREETMEADVILLEPA16335250965638501(C)(3)$6,635GENERAL SUPPORT
FIRST PRESBYTERIAN CHURCH OF MEADVILLE
890 LIBERTY STREETMEADVILLEPA16335250965364501(C)(3)$7,267GENERAL SUPPORT
FIRST PRESBYTERIAN CHURCH OF GREENVILLE
323 MAIN STREETGREENVILLEPA16125250969464501(C)(3)$9,985GENERAL SUPPORT
MEADVILLE MEDICAL CENTER
1034 GROVE STREETMEADVILLEPA16335251512436501(C)(3)$21,050GENERAL SUPPORT
MEADVILLE PUBLIC LIBRARY
848 N MAIN STMEADVILLEPA16335250990592501(C)(3)$32,662GENERAL SUPPORT
ORCHARD MANOR
20 ORCHARD DRGROVE CITYPA16127251406515501(C)(3)$11,384GENERAL SUPPORT
PARK CONGREGATIONAL CHURCH
1040 WASHINGTON STREETMEADVILLEPA16335251436411501(C)(3)$9,988GENERAL SUPPORT
SALVATION ARMY
440 W NYACK RDWEST NYACKNY109941739135562351501(C)(3)$6,799GENERAL SUPPORT
ST AGATHAS CEMETERY
353 PINE STREETMEADVILLEPA16335251087396501(C)(3)$5,416GENERAL SUPPORT
ST PAUL'S HOME
339 E JAMESTOWN RDGREENVILLEPA16125250773080501(C)(3)$11,264GENERAL SUPPORT
ST PAUL'S UNITED CHURCH OF CHRIST
1070 PARK AVENUEMEADVILLEPA16335250993390501(C)(3)$9,786GENERAL SUPPORT
THE KINGS COLLEGE
350 5TH AVENEW YORKNY10118131810448501(C)(3)$9,786GENERAL SUPPORT
TITUSVILLE AREA HOSPITAL
406 W OAK STREETTITUSVILLEPA16354250965579501(C)(3)$20,252GENERAL SUPPORT
WESBURY UNITED METHODIST COMMUNITY
31 PARK AVEMEADVILLEPA16335251778886501(C)(3)$23,842GENERAL SUPPORT
CHAUTAUQUA INSTITUTION
P O BOX 28CHAUTAUQUANY147220028160758844501(C)(3)$17,359GENERAL SUPPORT
ENERGY AND MINERAL LAW FOUNDATION
340 S BROADWAYLEXINGTONKY405082553231385547501(C)(3)$34,718GENERAL SUPPORT
SHRINERS HOSPITALS FOR CHILDREN
2900 N ROCKY POINT DRIVETAMPAFL336071435362193608501(C)(3)$7,619GENERAL SUPPORT
WESTAR INSTITUTE
900 STATE STREETSALEMOR97301943181460501(C)(3)$17,359GENERAL SUPPORT
CENTER FOR FAMILY SERVICES INC
213 W CENTER STMEADVILLEPA16335250965238501(C)(3)$13,585GENERAL SUPPORT
GREENDALE CEMETERY ASSOCIATION
700 RANDOLPH STMEADVILLEPA16335250522980501(C)(13)$7,518GENERAL SUPPORT
WOMEN'S SERVICES INC
204 SPRING STMEADVILLEPA16335251334227501(C)(3)$10,792GENERAL SUPPORT
CHAPS
944 LIBERTY STMEADVILLEPA16335251633859501(C)(3)$5,000GENERAL SUPPORT
CRAWFORD COUNTY CAREER AND TECHNICAL CENTER
860 THURSTON STMEADVILLEPA16335620311175501(C)(3)$23,925GENERAL SUPPORT
CRAWFORD COUNTY COALITION ON HOUSING NEEDS
1180 LIBERTY STMEADVILLEPA16335251643671501(C)(3)$7,500GENERAL SUPPORT
ST JAMES HAVEN
779 NORTH MAIN STMEADVILLEPA16335352419740501(C)(3)$6,000GENERAL SUPPORT
PENNSYLVANIA STATE UNIVERSITY
408 OLD MAINUNIVERSITY PARKPA16802274628784501(C)(3)$5,538GENERAL SUPPORT
YMCA OF MEADVILLE
356 CHESTNUT STMEADVILLEPA16335250969495501(C)(3)$6,603GENERAL SUPPORT

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPGrantTypeTxt
Recipient124RecipientCnt
Cash Grant$234,400CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

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

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution9ContributionCnt
Noncash Contributions Rpt F990$91,607NoncashContributionsRptF990Amt
Method Of Determining RevenuesMARKET VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BFORM 990 IS REVIEWED BY THE BOARD OF DIRECTORS BEFORE IT IS FILED.
FORM 990, PART VI, SECTION B, LINE 12CNEW MEMBERS OF THE BOARD OF DIRECTORS REVIEW OUR CONFLICT OF INTEREST POLICY AS PART OF THEIR ORIENTATION. EXISTING CONFLICTS OF INTEREST ARE MONITORED CLOSELY. DIRECTORS ABSTAIN FROM VOTING ON ISSUES THAT MAY PRESENT A CONFLICT. ABSTENTIONS ARE NOTED IN MEETING MINUTES IN AN EFFORT TO CREATE AN ATMOSPHERE OF TRANSPARENCY.
FORM 990, PART VI, SECTION B, LINE 15ATHE ORGANIZATION'S BOARD OF DIRECTORS ANNUALLY REVIEWS AND APPROVES THE COMPENSATION OF THE EXECUTIVE DIRECTOR. THE ORGANIZATION USES A SALARY SURVEY PREPARED BY THE COUNCIL ON FOUNDATIONS TO ENSURE REASONABLENESS OF THE COMPENSATION.
FORM 990, PART VI, SECTION C, LINE 19OFFICIAL DOCUMENTS ARE AVAILABLE FOR REVIEW IN THE ORGANIZATION'S OFFICE DURING REGULAR BUSINESS HOURS.
FORM 990, PART XI, LINE 9:CHANGE IN VALUE OF CHARITABLE REMAINDER TRUST -29,694.

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