JOHN M AND GERTRUDE E PETERSEN FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- JOHN M AND GERTRUDE E PETERSEN FOUNDATION (EIN 25-1859031)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-07-20
- IRS object ID
- 201822019349100507
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-07-20T09:50:53-04:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 251690617 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHAFFNER KNIGHT MINNAUGH & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1545 WEST 38TH STREET | AddressLine1Txt |
| City | ERIE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 165082347 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 251859031 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN M & GERTRUDE E PETERSEN | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 8148707705 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 STATE STREET SUITE 700 | AddressLine1Txt |
| City | ERIE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 165071459 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES D CULLEN | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 9896002098 | PhoneNum |
| Signature | 2018-05-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DENNIS W GROW CPA | PreparerPersonNm |
| PTIN | P00190259 | PTIN |
| Phone | 8144541997 | PhoneNum |
| Preparation | 2018-05-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,821,319 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $536,281 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $528,400 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,548,266 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $882,135 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | -$18,606 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $217 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$1,030,591 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $528,617 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $2,125 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,125 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,950 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $63,017 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $63,017 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $14,387 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,365 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $184 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $102 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $83,663 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $70,559 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $994,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $994,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,078,463 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $70,559 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $994,800 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,109,054 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $458,058 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $789,094 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $899,805 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $899,805 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $448 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $485 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $485 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $9,134,328 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,154,962 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,921,029 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $123,237 | OtherInvestmentsBOYAmt |
| Total Assets BOY | $10,047,107 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,055,252 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,821,319 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $10,047,107 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,055,252 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,047,107 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,055,252 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,047,107 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,055,252 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,047,107 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,109,054 | ExcessRevenueOverExpensesAmt |
| Other Increases | $220,877 | OtherIncreasesAmt |
| Subtotal | $8,158,930 | SubtotalAmt |
| Other Decreases | $103,678 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,055,252 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 17000 SHS AVON PRODUCTS INC | P | 2010-02-19 | 2017-12-11 | $34,509 | $515,593 | -$481,084 | -$481,084 |
| 4500 SHS CLEVELAND CLIFFS INC | P | 2011-06-17 | 2017-12-11 | $29,345 | $369,135 | -$339,790 | -$339,790 |
| 5000 SHS FEDERAL HOME LN MTG CORP | P | 2003-01-23 | 2017-12-11 | $13,200 | $305,500 | -$292,300 | -$292,300 |
| 9900 SHS POTASH COSRP SASK INC | P | 2008-10-22 | 2017-12-11 | $188,408 | $228,590 | -$40,182 | -$40,182 |
| 2400 SHS RUBICON TECH | P | 2011-06-17 | 2017-12-11 | $20,280 | $409,361 | -$389,081 | -$389,081 |
| 16000 SHS BARCLAYS BK PLC | P | 2007-09-07 | 2017-03-15 | $400,000 | $400,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,542,359 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $790,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $16,544,354 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047750 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $734,823 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $16,289,254 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045111 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $945,042 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $16,812,628 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.056210 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $244,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $15,471,506 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.015771 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $846,941 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $13,721,847 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.061722 | DistributionYr5Rt |
| Total Distribution | 0.226564 | TotalDistributionRt |
| Average Distribution | 0.045313 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $17,503,316 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $793,128 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,581 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $797,709 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $994,800 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $4,581 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,581 | SubtotalAmt |
| Tax Based On Investment Income | $4,581 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,500 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $9,500 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,919 | OverpaymentAmt |
| Applied To ES Tax | $4,919 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RICHARD C PETERSEN | IndividualWithBooksNm |
| Phone | 2312524444 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4765 KODIAK DRIVE | AddressLine1Txt |
| City | TRAVERSE CITY | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49685 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOAN CHALIKIAN | ||||||||
| 6 HOVER CREEK ROAD | SAVANNAH | GA | 31419 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| JAMES D CULLEN | ||||||||
| 100 STATE STREET SUITE 700 | ERIE | PA | 16507 | SECRETARY | 000.00 | $0 | $0 | $0 |
| RICHARD C PETERSEN JR | ||||||||
| 4765 KODIAK DRIVE | TRAVERSE CITY | MI | 49685 | EXECUTIVE DI | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $16,772,766 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $997,098 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,769,864 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $17,769,864 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $266,548 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,503,316 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $875,166 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $875,166 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,581 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,581 | TotalTaxAmt |
| Distributable Before Adj | $870,585 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $870,585 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $870,585 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $994,800 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $994,800 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,581 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $990,219 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $870,585 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $17,060 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $17,060 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $994,800 | QualifyingDistributionsAmt |
| Applied To Current Year | $870,585 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $124,215 | RemainingDistriFromCorpusAmt |
| Total Corpus | $141,275 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $141,275 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $17,060 | ExcessFromYear3Amt |
| Excess From Current Year | $124,215 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GERTRUDE E PETERSEN | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RICHARD C PETERSEN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4765 KODIAK DRIVE | AddressLine1Txt |
| City | TRAVERSE CITY | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49685 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9898390934 | RecipientPhoneNum |
| Recipient Email Address | RZP0CM124@GMAIL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | REQUEST FOR FUNDING APPLICATION THE FOLLOWING ATTACHMENTS SHOULD BE INCLUDED WITH THE FUNDING APPLICATION: COPY OF IRS DETERMINATION LETTER REGARDING YOUR AGENCY'S TAX EXEMPT STATUS; ROSTER OF CURRENT BOARD OF DIRECTORS, TO INCLUDE ADDRESSES, PHONE NUMBERS AND OCCUPATIONS; AUDITED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| ACHIEVEMENT CENTER | |||||||||
| 4950 WEST 23RD STREET | ERIE | PA | 16506 | NONE | PUBLIC CHARI | GENERAL SUPPORT | $5,000 | ||
| AFRICA 6000 | |||||||||
| 2425 WEST 23RD STREET | ERIE | PA | 16506 | NONE | PUBLIC CHARI | GENERAL SUPPORT | $154,000 | ||
| ASBURY WOODS PARTNERSHIP INC | |||||||||
| 4105 ASBURY ROAD | ERIE | PA | 16505 | NONE | PUBLIC CHARI | GENERAL SUPPORT | $40,000 | ||
| BETHESDA FOUNDATION FOR CHILDREN | |||||||||
| 15667 STATE HIGHWAY 86 | MEADVILLE | PA | 16335 | NONE | PUBLIC CHARI | GENERAL SUPPORT | $26,000 | ||
| BOYS AND GIRLS CLUB OF ERIE INC | |||||||||
| 1515 EAST LAKE ROAD | ERIE | PA | 16511 | NONE | PUBLIC CHARI | GENERAL SUPPORT | $2,000 | ||
| COMMUNITY COUNTRY DAY SCHOOL | |||||||||
| 5800 OLD ZUCK ROAD | ERIE | PA | 16506 | NONE | PUBLIC CHARI | GENERAL SUPPORT | $13,000 | ||
| GIRL SCOUTS OF WESTERN PA | |||||||||
| 5681 ROUTE 6N | EDINBORO | PA | 16412 | NONE | PUBLIC CHARI | GENERAL SUPPORT | $16,800 | ||
| DR GERTRUDE A BARBER FOUNDATION | |||||||||
| 100 BARBER PLACE | ERIE | PA | 16507 | NONE | PUBLIC CHARI | GENERAL SUPPORT | $5,000 | ||
| EMMAUS MINISTRIES INC | |||||||||
| 345 EAST 9TH STREET | ERIE | PA | 16503 | NONE | PUBLIC CHARI | GENERAL SUPPORT | $5,000 | ||
| ERIE CITY MISSION | |||||||||
| PO BOX 407 | ERIE | PA | 16512 | NONE | PUBLIC CHARI | GENERAL SUPPORT | $10,000 | ||
| ERIE ZOOLOGICAL SOCIETY | |||||||||
| 423 WEST 38TH ST | ERIE | PA | 16508 | NONE | PUBLIC CHARI | GENERAL SUPPORT | $5,000 | ||
| FAMILY HOUSE INC | |||||||||
| 5001 BAUM BOULEVARD | PITTSBURGH | PA | 15213 | NONE | PUBLIC CHARI | GENERAL SUPPORT | $5,000 | SUITE 545 | |
| FRENCH CREEK COUNCIL | |||||||||
| 1815 ROBISON ROAD W | ERIE | PA | 16509 | NONE | PUBLIC CHARI | GENERAL SUPPORT | $5,000 | ||
| HARBORCREEK YOUTH SERVICES | |||||||||
| 5712 IROQUOIS AVENUE | HARBORCREEK | PA | 16421 | NONE | PUBLIC CHARI | GENERAL SUPPORT | $50,000 | ||
| INNER CITY NEIGHBORHOOD ART HOUSE | |||||||||
| 201 EAST 10TH ST | ERIE | PA | 16503 | NONE | PUBLIC CHARI | GENERAL SUPPORT | $5,000 | ||
| LUTHER MEMORIAL CHURCH | |||||||||
| 225 WEST 10TH ST | ERIE | PA | 16501 | NONE | PUBLIC CHARI | GENERAL SUPPORT | $129,000 | ||
| MERCY CENTER FOR WOMEN | |||||||||
| 1039 EAST 27TH ST | ERIE | PA | 16504 | NONE | PUBLIC CHARI | GENERAL SUPPORT | $25,000 | ||
| PENN STATE UNIVERSITY SCHOLARSHIP | |||||||||
| 314 SHIELDS BUILDING | UNIVERSITY PARK | PA | 16802 | NONE | PUBLIC CHARI | GENERAL SUPPORT | $100,000 | FUND | |
| SAINT PAUL'S NEIGHBORHOOD FREE | |||||||||
| 1608 WALNUT STREET | ERIE | PA | 16502 | NONE | PUBLIC CHARI | GENERAL SUPPORT | $5,000 | CLINIC | |
| SALVATION ARMY | |||||||||
| 1944 KEYSTONE DRIVE | ERIE | PA | 16505 | NONE | PUBLIC CHARI | GENERAL SUPPORT | $5,000 | STE 24 | |
| SIGHT CENTER OF NW PA | |||||||||
| 2545 WEST 26TH ST | ERIE | PA | 16506 | NONE | PUBLIC CHARI | GENERAL SUPPORT | $20,000 | ||
| THE HUMANE SOCIETY OF NORTHWEST PA | |||||||||
| 2507 ZIMMERLY RD | ERIE | PA | 16506 | NONE | PUBLIC CHARI | GENERAL SUPPORT | $5,000 | ||
| UNITED WAY OF ERIE COUNTY | |||||||||
| 420 WEST 6TH ST | ERIE | PA | 16507 | NONE | PUBLIC CHARI | GENERAL SUPPORT | $10,000 | ||
| UNIVERSITY OF PITTSBURGH | |||||||||
| PO BOX 7436 | PITTSBURGH | PA | 15213 | NONE | PUBLIC CHARI | GENERAL SUPPORT | $334,000 | ||
| WOUNDED WARRIOR PROJECT | |||||||||
| 4899 BELFORT ROAD | JACKSONVILLE | FL | 32256 | NONE | PUBLIC CHARI | GENERAL SUPPORT | $5,000 | SUITE 300 | |
| YMCA OF ERIE | |||||||||
| 2121 NAGLE RD | ERIE | PA | 16510 | NONE | PUBLIC CHARI | GENERAL SUPPORT | $10,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $994,800 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $536,281 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $217 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900001 | BusinessCd |
| Unrelated Business Taxbl Incm | -$5,907 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$1,542,359 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PTP-PLAINS ALL AMERICAN | Desc |
| Business | 211110 | BusinessCd |
| Unrelated Business Taxbl Incm | -$18,823 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$24,730 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$1,005,861 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$1,030,591 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $3,950 | Amt |
| Net Investment Income | $3,950 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (22 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 16000 SH BARCLAYS | ||
| 80000 SH HSBC HOLDINGS PLC | $2,000,000 | $2,147,200 |
| 2000 SH TAPESTRY INC | $42,800 | $88,460 |
| 25000 SH ALTRIA GROUP INC | $492,742 | $1,785,250 |
| 17000 SH AVON PRODUCTS | ||
| 8200 SH PEPSICO | $498,674 | $983,344 |
| 13000 SH BP PLC | $498,411 | $546,390 |
| 8300 SH CHEVRON CORP NEW | $703,046 | $1,039,077 |
| 5000 SH FEDERAL HOME LOAN MORTGAGE | ||
| 15891 SH AMGEN INC | $139,046 | $2,763,445 |
| 10000 SH EDWARDS LIFESCIENCES | $258,319 | $2,254,200 |
| 20800 SH MERCK AND CO | $708,442 | $1,170,416 |
| 12000 SH TEREX CORP NEW | $63,300 | $578,640 |
| 7000 SH CREE INC | $244,699 | $259,980 |
| 3800 SH MICROSOFT CORP | $248,814 | $325,052 |
| 24000 SH RUBICON TECHNOLOGY | ||
| 4500 SH CLIFFS NATURAL RESOURCES | ||
| 2000 SH FREEPORT MCMORAN | $67,112 | $37,920 |
| 15000 SH MONSANTO CO | $600,056 | $1,751,700 |
| 9900 SH POTASH CORP SASK INC | ||
| 5500 SH STEEL DYNAMICS INC | $80,619 | $237,215 |
| 18000 SH VERIZON COMMUNICATIONS | $508,882 | $952,740 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 10000 UNITS PLAIN ALLAMERICAN PIPELI | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,125 | LegalFeesAmt |
| Net Investment Income | $2,125 | NetInvestmentIncomeAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PTP-PLAINS ALL AMERICAN CHANGE IN BASIS | Desc |
| Amt | $103,678 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| PLAINS ALL AMERICAN K-1 NDE | $56 | |
| PLAINS ALL AMERICAN K-1 INV I | $102 | $102 |
| PLAINS ALL AMERICAN K-1 CHARI | $26 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PTP-PLAINS ALL AMERICAN | $188 | $188 |
| PTP-PLAINS ALL AMERICAN | $29 | $29 |
| PTP-PLAINS ALL AMERICAN | -$18,823 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PTP-PLAINS ALL AMERICAN BASIS ADJ | Desc |
| Amt | $220,877 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| MANAGEMENT FEES | $61,642 | $61,642 |
| TRUSTEE FEES | $1,115 | $1,115 |
| FOREIGN CONVERSION FEE | $260 | $260 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES WITHHELD | $990 | $990 |
| FOREIGN TAXES WITHHELD | $375 | $375 |
| IRS PAYMENTS | $13,022 |
Comments