2015-05-10T18:27:44-05:00 2014-12-31 270378941 DEBRA A PHILLIPPI CPA 3447 ALLIENE AVE JOHNSTOWN PA 159041901 990PF 2014-01-01 237128436 WHALLEY CHARITABLE TRUST WHAL 8144676656 1206 GRAHAM AVENUE WINDBER PA 15963 DAVID KLEMENTIK TRUSTEE 8144676656 2015-04-30 true DEBRA A PHILLIPPI CPA P00182750 8142669578 2015-04-30 X 2014 2016-02-25 16:41:14Z X 3712580 X X 16665 16665 78257 78257 184739 1027035 55316 322 279983 150238 10000 6500 3500 18000 11700 6300 1622 1054 568 1400 910 490 16520 16520 2412 1332 1389 6000 3900 2100 1536 283 1253 58879 42199 14211 399826 399826 458705 42199 414037 -178722 108039 2594 22913 22913 222573 62776 62776 102801 100032 102801 102801 200000 50000 200000 200000 68 108909 83423 88658 1108535 1071925 1346027 244521 194716 199702 1581112 1501706 1686874 10074 9977 97 1200 2124 1629 1629 3420468 3241986 3712580 240 240 X 1655039 1655039 1765429 1586707 3420468 3241746 3420468 3241986 3420468 -178722 3241746 3241746 55316 false 340547 3857989 0.088271 401227 3921233 0.102322 355702 4082965 0.087119 312189 4031061 0.077446 212794 3687281 0.057710 0.412868 0.082574 3820471 315472 1080 316552 414037 X 1080 1080 1080 840 840 240 false false false false false false false true true PA true false false false false true N/A JEANNE HENRY 8144676656 1206 GRAHAM AVENUE WINDBER PA 15963 false false false false false false false false false false false false false false false false false false false DAVID KLEMENTIK 1206 GRAHAM AVENUE WINDBER PA 15963 TRUSTEE 5.00 10000 0 0 RUTH KLEMENTIK 1206 GRAHAM AVENUE WINDBER PA 15963 TRUSTEE 1.00 0 0 0 NONE NONE N/A 3534190 115534 228927 3878651 3878651 58180 3820471 191024 191024 1080 1080 189944 189944 189944 414037 414037 1080 412957 189944 30528 112408 153550 206879 149272 652637 414037 189944 224093 876730 0 30528 846202 112408 153550 206879 149272 224093 DAVID KLEMENTIK 1206 GRAHAM AVENUE WINDBER PA 15963 8144676656 NO SPECIAL FORM NONE TRUST DISTRIBUTES AMOUNT OF INCOME EARNED EACH YEAR - NO OTHER RESTRICTIONS. FIRST PRESBYTERIAN CHURCH 1101 SOMERSET AVENUE WINDBER PA 15963 NONE 501(C)(3) RELIGIOUS - GENERAL OPERATING EXP 10000 COMMUNITY FDN FOR THE ALLEGHENIES 116 MARKET STREET JOHNSTOWN PA 15901 NONE 501(C)(3) OVARIAN CANCER EDUCATION 2500 EASTER SEAL SOCIETY PO BOX 686 JOHNSTOWN PA 15907 NONE 501(C)(3) CHARITABLE 300 ARCADIA THEATER 1418 GRAHAM AVENUE WINDBER PA 15963 NONE 501(C)(3) CHILDREN'S SERIES 20000 AMERICAN CANCER SOCIETY PO BOX 498 HERSHEY PA 17033 NONE 501(C)(3) CHARITABLE 500 LAUREL HIGHLANDS COUNCIL BSA 201 W HIGH STREET STE 1 EBENSBURG PA 15931 NONE 501(C)(3) LANSBERRY MEMORIAL 1409 LAUREL HIGHLANDS COUNCIL BSA 201 W HIGH STREET STE 1 EBENSBURG PA 15931 NONE 501(C)(3) MANGLE MEMORIAL 4593 LAUREL HIGHLANDS COUNCIL BSA 201 W HIGH STREET STE 1 EBENSBURG PA 15963 NONE 501(C)(3) ANNUAL SALUTE TO WOMEN LUNCHEON 299 JOHNSTOWN KIWANIS 204 KAREN WAY JOHNSTOWN PA 15904 NONE 501(C)(3) "CHILDREN - PRIORITY ONE" 300 LAUREL ARTS 214 S HARRISON AVE SOMERSET PA 15501 NONE 501(C)(3) SUSTAINING FUND PROGRAM 1000 JOHNSTOWN SYMPHONY 300 MARKET ST STE 303 JOHNSTOWN PA 15901 NONE 501(C)(3) CONCERT SPONSOR 10000 JOHNSTOWN SYMPHONY 227 FRANKLIN ST STE 304 JOHNSTOWN PA 15901 NONE 501(C)(3) OPERA FESTIVAL 1370 GIRL SCOUTS OF WESTERN PA 30 ISABELLA ST STE 107 PITTSBURGH PA 15212 NONE 501(C)(3) ANNUAL FUNDRAISER DINNER 2000 FOUNDATION FOR FREE ENTERPRISE EDUC 3076 W 12TH ST ERIE PA 165053857 NONE 501(C)(3) SCHOLARSHIPS 2625 NAS WILDWOOD AVIATION MUSEUM 500 FORRESTAL ROAD CAPE MAY NJ 08242 NONE 501(C)(3) EDUCATIONAL 500 WINDBER HEALTH CARE FOUNDATION 600 SOMERSET AVENUE WINDBER PA 15963 NONE 501(C)(3) JOYCE MURTHA GOLF FUNDRAISER 1000 WINDBER MEDICAL CENTER 600 SOMERSET AVENUE WINDBER PA 15963 NONE 501(C)(3) SCIENTIFIC 200000 WINDBER RESEARCH INST 600 SOMERSET AVENUE WINDBER PA 15963 NONE 501(C)(3) SCIENTIFIC AND EDUCATIONAL 5000 WINDBER HEALTH CARE FOUNDATION 600 SOMERSET AVENUE WINDBER PA 15963 NONE 501(C)(3) SPIRIT CLASSIC FUNDRAISER 5000 WINDBER HOSPICE 600 SOMERSET AVENUE WINDBER PA 15963 NONE 501(C)(3) HORSE SHOW FUNDRAISER 2000 WINDBER HEALTH CARE FOUNDATION 600 SOMERSET AVENUE WINDBER PA 15963 NONE 501(C)(3) NEW PHONE SYSTEM 40000 VETERAN COMMUNITY INIT 727 GOUCHER STREET JOHNSTOWN PA 15905 NONE 501(C)(3) SALUTE TO VETERANS DINNER SPONSOR 1000 MOUNT ALOYSIUS COLLEGE 7373 ADMIRAL PEARY HWY CRESSON PA 16630 NONE 501(C)(3) SCHOLARSHIP GOLF TOURNAMENT 7600 PENN STATE UNIVERSITY ONE OLD MAIN UNIVERSITY PARK PA 16802 NONE 501(C)(3) EDUCATION/ATHLETICS 10000 EUREKA COAL HERITAGE FND PO BOX 142 WINDBER PA 15963 NONE 501(C)(3) MINER'S MEMORIAL DAY WEEKEND 1500 UNITED WAY OF THE LAUREL HIGHLANDS 422 MAIN ST SUITE 203 JOHNSTOWN PA 15901 NONE 501(C)(3) CHARITABLE 1000 UPJ CAMPUS MINISTRY 450 SCHOOLHOUSE ROAD JOHNSTOWN PA 15904 NONE 501(C)(3) RELIGIOUS 1500 JR ACHIEVEMENT OF WESTERN PA 647 MAIN ST SUITE 300 JOHNSTOWN PA 15901 NONE 501(C)(3) BRONZE SPONSOR - CHARITABLE 1500 ALZHEIMER'S ASSOCIATION PO BOX 96011 WASHINGTON DC 20090 NONE 501(C)(3) SCIENTIFIC 150 IN TOUCH HOSPICE 225 S CENTER AVE SOMERSET PA 15501 NONE 501(C)(3) GOLF TOURNAMENT FUNDRAISER SPONSOR 380 WINDBER PUBLIC LIBRARY 1909 GRAHAM AVE WINDBER PA 15963 NONE 501(C)(3) EDUCATIONAL 250 SOMERSET COUNTY FOUNDATION 601 N CENTER AVE SOMERSET PA 15501 NONE 501(C)(3) REPEAT OFFENDER REHABILITATION 1700 NEW DAY INC 1605 GRAHAM AVE WINDBER PA 15963 NONE 501(C)(3) CHARITABLE 1000 WINDBER YOUTH BASEBALL & SOFTBALL 258 RAMBLER ROAD WINDBER PA 15963 NONE 501(C)(3) EDUCATIONAL 150 BAND OF BROTHERS SHAKESPEARE CO 221 FAYETTE STREET JOHNSTOWN PA 15905 NONE 501(C)(3) EDUCATIONAL 1500 JOYCE MURTHA BREAST CARE CENTER 600 SOMERSET AVE WINDBER PA 15963 NONE 501(C)(3) SCIENTIFIC 500 WOMEN'S HELP CENTER 809 NAPOLEON ST JOHNSTOWN PA 15901 NONE 510(C)(3) CHARITABLE 1200 CHILDREN'S AID HOME PROGRAMS PO BOX 1195 SOMERSET PA 15501 NONE 501(C)(3) CHARITABLE 500 GREATER JOHNSTOWN COMM YMCA 100 HAYNES STREET JOHNSTOWN PA 15901 NONE 510(C)(3) CHARITABLE 5000 OUTSTANDING YOUNG WOMEN 533 FERNDALE AVENUE JOHNSTOWN PA 15905 NONE 501(C)(3) EDUCATIONAL 1500 BOYS & GIRLS CLUB SOMERSET COUNTY BOX 752 SOMERSET PA 15501 NONE 501(C)(3) STEAK & BURGER FUNDRAISER SPONSOR 500 ALTERNATIVE COMMUNITY RESOURCE PROG 1590 N CENTER AVE SOMERSET PA 15501 NONE 501(C)(3) CHARITABLE 1500 WINDBER MUNICIPAL AUTHORITY 1605 GRAHAM AVE WINDBER PA 15963 NONE GOVERNMENT LOCAL GOVERNMENT PLAYGROUND/BUILDING 20000 WINDBER BOROUGH POLICE DEPARTMENT 1409 GRAHAM AVE WINDBER PA 15963 NONE GOVERNMENT PUBLIC SAFETY 10000 AMERICAN LEGION WINDBER POST 137 312 24TH ST WINDBER PA 15963 NONE 501(C)(3) CHARITABLE 3500 WINDBER FIRE COMPANY NO 1 1620 SOMERSET AVE WINDBER PA 15963 NONE 501(C)(3) PUBLIC SAFETY 10000 ALL ABOUT KIDS FITNESS 501 15TH ST WINDBER PA 15963 NONE 501(C)(3) CHARITABLE 1000 SOMERSET INC PO BOX 876 SOMERSET PA 15501 NONE 501(C)(3) TRINITY PARK PROJECT 5000 399826 14 16665 14 78257 14 152389 32350 MISCELLANEOUS 14 322 247633 32350 279983 false false false false false false false false false false INCOME TAX PREPARATION 1400 910 490 OFFICE EQUIPMENT 1997-07-01 3942 3942 200DB 5.0000 OFFICE EQUIPMENT 1998-07-01 95 95 200DB 5.0000 DELL PROJECTOR/SCREEN 2004-04-16 2327 2327 200DB 7.0000 DVD/VCR COMBO 2004-12-17 135 135 200DB 7.0000 SONY DESKTOP COMPUTER 2005-01-07 1374 1374 200DB 5.0000 HP 3055 PRINTER 2007-03-16 503 503 200DB 5.0000 DELL INSPIRON 2014-07-16 935 200DB 5.0000 935 HP COLOR LASERJET PRO M251N 2014-07-16 318 200DB 5.0000 318 OFFICE 2013 SOFTWARE 2014-07-16 233 3.0000 136 FIRST CLEARING LLC 2014-01 PURCHASE 2014-12 18627 18324 303 FIRST CLEARING LLC 2013-01 PURCHASE 2014-12 53738 53466 272 FIRST CLEARING LLC 2013-01 PURCHASE 2014-12 370974 304072 66902 FIRST CLEARING LLC 2014-01 PURCHASE 2014-12 104291 111133 -6842 FIRST CLEARING LLC 2014-01 PURCHASE 2014-12 4115 4004 111 FIRST CLEARING LLC 2013-01 PURCHASE 2014-12 167553 130943 36610 FIRST CLEARING LLC 2013-01 PURCHASE 2014-12 220269 183942 36327 FIRST CLEARING LL 2014-01 PURCHASE 2014-12 32152 36412 -4260 AMERICAN EXPRESS CREDIT SR UNSECURED 14973 15116 AMGEN INC SR NOTES 21425 23178 BLACKROCK, INC. 14679 14479 CITIGROUP INC. SR. NOTES 11744 12460 COMCAST CORP NOTES 17128 17351 CVS CAREMARK CORP SR UNS NOTES 14106 13677 DIAGEO CAPITAL PLC CO GTD BONDS 14204 14010 GOLDMAN SACHS GROUP LP NOTES LOWES SR UNSECURED CALLABLE NOTES 14242 14438 MCDONALDS CORP MED TERM NOTES 11717 13353 MICROSOFT CORP SR UNSECURED 16006 17116 RIO TINTO FIN USA LTD 14355 14249 STATE STREET CORP SUBORDINATED NOTES 15010 14760 VERIZON COMM NOTES VIACOM INC SR UNSECURED CALLABLE 15127 15515 STOCKS 1071925 1346027 83423 88658 OPEN END MUTUAL FUNDS AT COST 1501706 1686874 10074 9977 97 1200 ACCRUED INCOME 2124 1629 1629 EXPENSES OFFICE EXPENSE 220 143 77 ADVERTISING 1100 1100 WORKMEN'S COMPENSATION INSURA 216 140 76 MISCELLANEOUS 322 WINDBER RESEARCH INSTITUTE 200000 WELLS FARGO 16520 16520 FOREIGN TAX WITHHELD 1332 1332 EXCISE TAX 1080