JOHN M AND GERTRUDE E PETERSEN FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- JOHN M AND GERTRUDE E PETERSEN FOUNDATION (EIN 25-1859031)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-25
- IRS object ID
- 201621469349100307
- Schema version
- 2015v2.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-25T12:50:53-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-05-19 | 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 | 2016-05-19 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,749,663 | 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 | $517,634 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $517,479 | DividendsNetInvstIncmAmt |
| Other Income Rev And Expnss | $218 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $218 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $517,852 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $517,697 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $1,023 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $2,135 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $1,309 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $4,858 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $17,158 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $26,483 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $740,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $740,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $766,483 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $740,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$248,631 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $517,697 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,294,627 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,091,656 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,091,656 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $9,134,328 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,134,328 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,427,007 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $211,865 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $166,205 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $231,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,640,820 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,392,189 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,749,663 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $10,640,820 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,392,189 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,640,820 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,392,189 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,640,820 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,392,189 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,640,820 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$248,631 | ExcessRevenueOverExpensesAmt |
| Subtotal | $10,392,189 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $10,392,189 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $945,042 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $16,812,628 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.056210 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $244,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $15,471,506 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.015771 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $846,941 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $13,721,847 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.061722 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $946,227 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $12,789,800 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.073983 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $212,984 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $12,159,446 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.017516 | DistributionYr5Rt |
| Total Distribution | 0.225202 | TotalDistributionRt |
| Average Distribution | 0.045040 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $16,289,254 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $733,668 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,177 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $738,845 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $740,000 | 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 | $5,177 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,177 | SubtotalAmt |
| Tax Based On Investment Income | $5,177 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,392 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,392 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,215 | OverpaymentAmt |
| Applied To ES Tax | $1,215 | 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 | false | UnrelatedBusIncmOverLimitInd |
| 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 | 9898390934 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1609 SETTLERS PASSAGE | AddressLine1Txt |
| City | MIDLAND | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48642 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN M PETERSEN | ||||||||
| 4875 PELICAN COLONY BLVD | BONITA SPRINGS | FL | 34134 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| GERTRUDE PETERSEN | ||||||||
| 4875 PELICAN COLONY BLVD | BONITA SPRINGS | FL | 34134 | VICE PRESIDE | 1.00 | $0 | $0 | $0 |
| JAMES D CULLEN | ||||||||
| 100 STATE STREET SUITE 700 | ERIE | PA | 16507 | SECRETARY | 1.00 | $0 | $0 | $0 |
| RICHARD C PETERSEN | ||||||||
| 1609 SETTLERS PASSAGE | MIDLAND | MI | 48642 | EXECUTIVE DI | 1.00 | $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 | $15,019,486 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,517,828 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,537,314 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $16,537,314 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $248,060 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,289,254 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $814,463 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $814,463 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,177 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,177 | TotalTaxAmt |
| Distributable Before Adj | $809,286 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $809,286 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $809,286 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $740,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $740,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,177 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $734,823 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $809,286 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $114,327 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $114,327 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $740,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $740,000 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $69,286 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $69,286 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $45,041 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $45,041 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $45,041 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN M PETERSEN | ContributingManagerNm |
| Contributing Manager | GERTRUDE 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 | 1609 SETTLERS PASSAGE | AddressLine1Txt |
| City | MIDLAND | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48642 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9898390934 | RecipientPhoneNum |
| 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 (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| AFRICA 6000 INTERNATIONAL | |||||||||
| 2425 W 23RD ST | ERIE | PA | 16506 | NONE | PUBLIC CHARI | GENERAL SUPPORT | $116,000 | ||
| ASBURY WOODS PARTNERSHIP INC | |||||||||
| 4105 ASBURY ROAD | ERIE | PA | 16505 | NONE | PUBLIC CHARI | GENERAL SUPPORT | $7,500 | ||
| BECAUSE YOU CARE INC | |||||||||
| PO BOX 54 | MCKEAN | PA | 16426 | NONE | PUBLIC CHARI | GENERAL SUPPORT | $3,000 | ||
| BETHESDA FOUNDATION FOR CHILDREN | |||||||||
| 15667 STATE HIGHWAY 86 | MEADVILLE | PA | 16335 | NONE | PUBLIC CHARI | GENERAL SUPPORT | $25,000 | ||
| BOYS AND GIRLS CLUB OF ERIE INC | |||||||||
| 1515 EAST LAKE ROAD | ERIE | PA | 16511 | NONE | PUBLIC CHARI | GENERAL SUPPORT | $2,000 | ||
| CWSCROP WALK | |||||||||
| 25606 PHILLIPS STREET | ELKHART | IN | 46514 | NONE | PUBLIC CHARI | GENERAL SUPPORT | $500 | ||
| 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 | $75,000 | ||
| ERIE CITY MISSION | |||||||||
| PO BOX 407 | ERIE | PA | 16512 | NONE | PUBLIC CHARI | GENERAL SUPPORT | $10,000 | ||
| ERIE COUNTY PUBLIC LIBRARY | |||||||||
| 160 E FRONT ST | ERIE | PA | 16507 | NONE | PUBLIC CHARI | GENERAL SUPPORT | $5,000 | FOUNDATION | |
| ERIE ZOOLOGICAL SOCIETY | |||||||||
| 423 WEST 38TH ST | ERIE | PA | 16508 | NONE | PUBLIC CHARI | GENERAL SUPPORT | $155,000 | ||
| 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 | ||
| HAMOT HEALTH FOUNDATION | |||||||||
| 302 FRENCH ST | ERIE | PA | 16507 | 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 | $100,000 | ||
| MEDICAL AND HEALTH SERVICES | |||||||||
| FORBES TOWER SUITE 8084 | PITTSBURGH | PA | 15213 | NONE | PUBLIC CHARI | GENERAL SUPPORT | $2,500 | FOUNDATION - UPMC | 3600 FORBES AVE MEYRAN |
| MERCY CENTER FOR WOMEN | |||||||||
| 1039 EAST 27TH ST | ERIE | PA | 16504 | NONE | PUBLIC CHARI | GENERAL SUPPORT | $5,000 | ||
| PENN STATE UNIVERSITY SCHOLARSHIP | |||||||||
| 314 SHIELDS BUILDING | UNIVERSITY PARK | PA | 16802 | NONE | PUBLIC CHARI | GENERAL SUPPORT | $100,000 | FUND | |
| REGIONAL CANCER CENTER | |||||||||
| 2500 W 12TH ST | ERIE | PA | 16505 | NONE | PUBLIC CHARI | GENERAL SUPPORT | $5,000 | ||
| 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 | |
| THE ANNA SHELTER | |||||||||
| 1555 EAST 10TH STREET | ERIE | PA | 16511 | NONE | PUBLIC CHARI | GENERAL SUPPORT | $2,000 | ||
| THE HUMANE SOCIETY OF NORTHWEST PA | |||||||||
| 2507 ZIMMERLY RD | ERIE | PA | 16506 | NONE | PUBLIC CHARI | GENERAL SUPPORT | $10,000 | ||
| UNITED WAY OF ERIE COUNTY | |||||||||
| 420 WEST 6TH ST | ERIE | PA | 16507 | NONE | PUBLIC CHARI | GENERAL SUPPORT | $10,000 | ||
| UNITED WAY OF LEE COUNTY | |||||||||
| 7273 CONCOURSE DR | FORT MYERS | FL | 33908 | NONE | PUBLIC CHARI | GENERAL SUPPORT | $5,000 | ||
| WEST LAKE FIRE DEPARTMENT | |||||||||
| 3762 WEST LAKE ROAD | ERIE | PA | 16505 | NONE | PUBLIC CHARI | GENERAL SUPPORT | $1,000 | ||
| WOUNDED WARRIOR PROJECT | |||||||||
| PO BOX 758517 | TOPEKA | KS | 66675 | NONE | PUBLIC CHARI | GENERAL SUPPORT | $7,500 | ||
| YMCA OF ERIE | |||||||||
| 2121 NAGLE RD | ERIE | PA | 16510 | NONE | PUBLIC CHARI | GENERAL SUPPORT | $10,000 | ||
| YOUTH FOR CHRIST | |||||||||
| 4814 IROQUOIS AVE | ERIE | PA | 16511 | NONE | PUBLIC CHARI | GENERAL SUPPORT | $3,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $740,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $517,634 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $218 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $517,852 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $517,852 | 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 | $2,135 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (21 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 5000 SH FEDERAL HOME LOAN MORTGAGE | $305,500 | $8,100 |
| 12000 SH TEREX CORP NEW | $63,300 | $221,760 |
| 2000 SH COACH INC | $42,800 | $65,460 |
| 8300 SH CHEVRON CORP NEW | $703,046 | $746,668 |
| 15000 SH MONSANTO CO | $600,056 | $1,477,800 |
| 10000 SH EDWARDS LIFESCIENCES | $258,319 | $1,579,600 |
| 20800 SH MERCK AND CO | $708,442 | $1,098,656 |
| 16000 SH BARCLAYS | $400,000 | $415,520 |
| 9900 SH POTASH CORP SASK INC | $228,590 | $169,488 |
| 2000 SH FREEPORT MCMORAN | $67,112 | $13,540 |
| 80000 SH HSBC HOLDINGS PLC | $2,000,000 | $2,085,600 |
| 25000 SH ALTRIA GROUP INC | $492,743 | $1,455,250 |
| 17000 SH AVON PRODUCTS | $515,593 | $68,850 |
| 8200 SH PEPSICO | $498,674 | $819,344 |
| 13000 SH BP PLC | $498,411 | $406,380 |
| 15891 SH AMGEN INC | $139,046 | $2,579,586 |
| 7000 SH CREE INC | $244,699 | $186,690 |
| 24000 SH RUBICON TECHNOLOGY | $409,361 | $27,360 |
| 4500 SH CLIFFS NATURAL RESOURCES | $369,135 | $71,110 |
| 5500 SH STEEL DYNAMICS INC | $80,619 | $98,285 |
| 18000 SH VERIZON COMMUNICATIONS | $508,882 | $831,960 |
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 |
| Book Value | $166,205 | BookValueAmt |
| EOYFMV | $231,000 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,023 | LegalFeesAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| PLAINS ALL AMERICAN K-1 | $16,792 |
| PLAINS ALL AMERICAN K-1 | $36 |
| PLAINS ALL AMERICAN K-1 | $154 |
| PLAINS ALL AMERICAN K-1 | $176 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PTP-ALL AMERICAN PIPELINE | Desc |
| Revenue And Expenses Per Books | $218 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $218 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| TRUSTEE FEES | $1,100 |
| COMMONWEALTH OF PA FEE | $15 |
| FOREIGN CONVERSION FEE | $194 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FOREIGN TAXES WITHHELD | $3,688 |
| FOREIGN TAXES WITHHELD | $1,170 |
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