CATHARINE A HARRISON FUND: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
CATHARINE A HARRISON FUND (EIN 23-6412245)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-15
IRS object ID
201501359349300740
Schema version
2014v5.0
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2015-05-15T06:20:50-07:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN236412245EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CATHERINE A HARRISON FUNDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCATHBusinessNameControlTxt
Phone5707240243PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O CITIZENS NORTHERN BANK 90-92 MAAddressLine1Txt
CityWELLSBOROCityNm
State AbbreviationPAStateAbbreviationCd
ZIP16901ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLYNNE M SMITHPersonNm
Person TitleASS'T VICE PRESIDENTPersonTitleTxt
Phone5707240243PhoneNum
Signature2015-05-14SignatureDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1CITIZENS & NORTHERN BANKBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line190-92 MAIN STAddressLine1Txt
CityWELLSBOROCityNm
State AbbreviationPAStateAbbreviationCd
ZIP16901ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$3,232,532GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1961FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionSUPPORTING ORGANIZATION FOR A 501(C)(3) CHARITY. THE CATHERINE HARRISON FUND DOES NOT MEET THE REQUIREMENTS TO BE A SUPPORTING ORGANIZATION (NEITHER TYPE I, II, NOR III), BUT DUE TO ITS FORMATION BEING PRIOR TO 1969, IT IS GRANDFATHERED UNDER THE TERMS OF INTERNAL REVENUE REGULATION SECTION 53.4947-1.ActivityOrMissionDesc
Voting Members Governing Body3VotingMembersGoverningBodyCnt
Voting Members Independent3VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers2TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
CY Contributions Grants$0CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$295,380PYInvestmentIncomeAmt
CY Investment Income$1,058,504CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$295,380PYTotalRevenueAmt
CY Total Revenue$1,058,504CYTotalRevenueAmt
PY Grants And Similar Paid$180,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$200,000CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$24,940PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$26,362CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$2,000PYOtherExpensesAmt
CY Other Expenses$2,000CYOtherExpensesAmt
PY Total Expenses$206,940PYTotalExpensesAmt
CY Total Expenses$228,362CYTotalExpensesAmt
PY Revenues Less Expenses$88,440PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$830,142CYRevenuesLessExpensesAmt
Total Assets BOY$3,899,531TotalAssetsBOYAmt
Total Assets EOY$4,729,673TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$3,899,531NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$4,729,673NetAssetsOrFundBalancesEOYAmt
MissionSUPPORTING ORGANIZATION FOR A 501(C)(3)MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$213,181ExpenseAmt
Grant$200,000GrantAmt
Revenue$1,058,504RevenueAmt
DescTHE CATHERINE A HARRISON FUND IS A CHARITABLE TRUST ESTABLISHED TO BENEFIT THE GREEN FREE LIBRARY (2014 GRANTS = $66,667) AND THE SOLDIERS + SAILORS MEMORIAL HOSPITAL (2014 GRANTS = $133,333)Desc
Total Program Service Expenses$213,181TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members3GoverningBodyVotingMembersCnt
Independent Voting Member3IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CITIZENS & NORTHERN BANKBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5707240243PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line190-92 MAIN STREETAddressLine1Txt
CityWELLSBOROCityNm
State AbbreviationPAStateAbbreviationCd
ZIP16901ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (3 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
CITIZENS NORTHERN BANK
TRUSTEE5.00Yes (X)$26,362$0$0
HARRY WEBSTER III
TRUSTEE5.00Yes (X)$0$0$0
R LOWELL COOLIDGE ESQ
TRUSTEE5.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$26,362TotalReportableCompFromOrgAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$144,125TotalRevenueColumnAmt
Exclusion$144,125ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,665TotalRevenueColumnAmt
Exclusion$1,665ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$3,086,742SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$2,174,028SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$912,714SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$912,714TotalRevenueColumnAmt
Exclusion$912,714ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,058,504TotalRevenueColumnAmt
Exclusion$1,058,504ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$200,000TotalAmt
Program Services$200,000ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$26,362TotalAmt
Program Services$13,181ProgramServicesAmt
Management And General$13,181ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$550TotalAmt
Program Services$0ProgramServicesAmt
Management And General$550ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PARTNERSHIP EXPENSES$450$0$450$0
DIRECTOR LIABILITY INSURANCE$1,000$0$1,000$0

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$228,362TotalAmt
Program Services$213,181ProgramServicesAmt
Management And General$15,181ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$60,310BOYAmt
EOY$26,452EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$3,834,421BOYAmt
EOY$4,698,421EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$4,800BOYAmt
EOY$4,800EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,899,531BOYAmt
EOY$4,729,673EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$3,899,531BOYAmt
EOY$4,729,673EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,899,531BOYAmt
EOY$4,729,673EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,899,531BOYAmt
EOY$4,729,673EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$830,142ReconcilationRevenueExpnssAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
Supported Organizations2SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp (2 entries)

EINEINOrganization TypeOrganizationTypeDescGoverning Document ListedGoverningDocumentListedIndSupportSupportAmtOther SupportOtherSupportAmt
SOLDIERS SAILORS MEMORIAL HOSPITAL
232176963LINE 7 ABOVEYes (true)$16,667$0
GREEN FREE LIBRARY
240798643LINE 11A ABOVEYes (true)$133,333$0
FieldValueIRS element (for citing)
Supported Organizations Total2SupportedOrganizationsTotalCnt
Support Sum$150,000SupportSumAmt
Public Support Total170$0PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support CY1700PublicSupportCY170Pct
Public Support Total509$0PublicSupportTotal509Amt
Public Support CY5090PublicSupportCY509Pct
Investment Income CY0InvestmentIncomeCYPct

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (true)ListedByNameGoverningDocInd
Suprt Org No IRS DeterminationfalseSuprtOrgNoIRSDeterminationInd
Supported Org Section C456falseSupportedOrgSectionC456Ind
Supported Org QualifiedYes (true)SupportedOrgQualifiedInd
Suprt Exclusively Sec170c2 BYes (true)SuprtExclusivelySec170c2BInd
Supported Org Not Organized USfalseSupportedOrgNotOrganizedUSInd
Organization Change Suprt OrgfalseOrganizationChangeSuprtOrgInd
Support Non Supported OrgfalseSupportNonSupportedOrgInd
Payment Substantial ContribtrfalsePaymentSubstantialContribtrInd
Loan Disqualified PersonfalseLoanDisqualifiedPersonInd
Controlled Disqualified PrsnfalseControlledDisqualifiedPrsnInd
Disqualified Prsn Controll IntfalseDisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr IntfalseDisqualifiedPrsnOwnrIntInd
Excess Business Holdings RulesfalseExcessBusinessHoldingsRulesInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Contribution ControllerfalseContributionControllerInd
Contribution FamilyfalseContributionFamilyInd
Contribution35 ControlledfalseContribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstfalsePowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt OrgfalseOperateBenefitNonSuprtOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Pt IV Sec B Ln 1THE CATHERINE A HARRISON FUND DOES NOT MEET THE REQUIREMENTS
Pt IV Sec B Ln 1TO BE A SUPPORTING ORGANIZATION (NEITHER TYPE 1, II, NOR
Pt IV Sec B Ln 1III), BUT DUE TO ITS FORMATION BEING PRIOR TO 1969, IT IS
Pt IV Sec B Ln 1GRANDFATHERED UNDER THE TERMS OF INTERNAL REVENUE
Pt IV Sec B Ln 1REGULATION SECTION 53.4947-1.

Schedule D IRS990ScheduleD

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescSCAL PARTNERSHIPDesc
Book Value$4,800BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$4,800TotalBookValueOtherAssetsAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDescPurpose Of GrantPurposeOfGrantTxt
SOLDIERS SAILORS MEMORIAL HOSPITAL
32-36 CENTRAL AVENUEWELLSBOROPA16901232176963501(C)(3)$120,000CASHN/AOPERATING
GREEN FREE LIBRARY
134 MAIN STREETWELLSBOROPA16901240798643501(C)(3)$60,000CASHN/AOPERATING

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Pt VI, Line 11bTHE TRUSTEES OF THE ORGANIZATION REVIEW THE FORM 990
Pt VI, Line 11bFOR CORRECTNESS OF ACTIVITY DESCRIPTIONS AND BALANCE
Pt VI, Line 11bSHEET AND INCOME STATEMENT AMOUNTS. THIS IS AN
Pt VI, Line 11bINFORMAL PROCESS, BECAURE THERE ARE ONLY TWO NON-CORPORATE
Pt VI, Line 11bTRUSTEES.
Pt VI, Line 12cTRANSACTIONS ARE REVIEWED QUARTERLY FOR PAYEE AND PURPOSE.
Pt VI, Line 15bTHE ONLY COMPENSATED TRUSTEE IS CITIZENS & NORTHERN BANK,
Pt VI, Line 12cWHICH IS COMPENSATED IN ACCORDANCE WITH ITS STANDARD FEE
Pt VI, Line 12cSCHEDULE.

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