WELLSBORO COMMUNITY FOUNDATION INC: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
WELLSBORO COMMUNITY FOUNDATION INC (EIN 20-2680321)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-05-13
IRS object ID
201431339349303318
Schema version
2013v3.1
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)
Return2014-05-13T11:03:51-07:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1OWLETT & LEWIS PCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11 CHARLES ST PO BOX 878AddressLine1
CityWELLSBOROCity
StatePAState
ZIP Code16901ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN202680321EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Wellsboro Community FoundationBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlWELLBusinessNameControlTxt
Phone5707231451PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1114 Main StreetAddressLine1
CityWellsboroCity
StatePAState
ZIP Code16901ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKAREN CHAMBERSPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5707231451PhoneNum
Signature2014-05-02SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL B ALLENPreparerPersonNm
Phone5707231472PhoneNum
Preparation2014-05-13PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMARY WORTHINGTONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1114 Main StreetAddressLine1
CityWellsboroCity
StatePAState
ZIP Code16901ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$20,863GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2004FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionTo enhance the quality of life in the Wellsboro School District through philanthropy, charitable distributions, and scholarshipsActivityOrMissionDesc
Voting Members Governing Body7VotingMembersGoverningBodyCnt
Voting Members Independent7VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers2TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$5,788PYContributionsGrantsAmt
CY Contributions Grants$1,981CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$2,356PYInvestmentIncomeAmt
CY Investment Income$3,261CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$8,144PYTotalRevenueAmt
CY Total Revenue$5,242CYTotalRevenueAmt
PY Grants And Similar Paid$2,944PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$6,035CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$84PYOtherExpensesAmt
CY Other Expenses$60CYOtherExpensesAmt
PY Total Expenses$3,028PYTotalExpensesAmt
CY Total Expenses$6,095CYTotalExpensesAmt
PY Revenues Less Expenses$5,116PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$853CYRevenuesLessExpensesAmt
Total Assets BOY$60,157TotalAssetsBOYAmt
Total Assets EOY$59,305TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$60,157NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$59,305NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTo enhance the quality of lifeMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$485ExpenseAmt
Grant$485GrantAmt
Revenue$448RevenueAmt
DescHIS THOUSAND HILLS FUND: TO SUPPORT HIS THOUSAND HILLS, A NON-DENOMINATIONAL CHRISTIAN CAMP AND RETREAT CENTER LOCATED IN THE NORTHERN HILLS OF CENTRAL PENNSYLVANIA, THROUGH GRANT DISTRIBUTIONS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$3,750ExpenseAmt
Grant$3,750GrantAmt
Revenue$1,358RevenueAmt
DescPENNYPACKER SCHOLARSHIP: TO PROVIDE SCHOLARSHIPS TO WELLSBORO AREA SCHOOL DISTRICT GRADUATING SENIORS WHO EXHIBIT HIGH MORAL CHARACTER AND INTEGRITY, HAVE SATISFACTORY ACADEMIC ACHIEVEMENT, ILLUSTRATE LEADERSHIP POTENTIAL AND INDEND TO PURSUE A DEGREE AT AN ACCREDITED UNITED STATES POST-SECONDARY INSTITUTION OF HIS/HER CHOICE.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)

RevenueRevenueAmtDescDescExpenseExpenseAmtGrantGrantAmt
$410Richard C. Johnston Memorial Scholarship Fund: The primary purpose of the Fund shall be to The primary purpose of the Fund shall be to The primary purpose of the Fund shall be to The primary purpose of the Fund shall be to The primary purpose of the Fund shall be to The primary purpose of the Fund shall be to
$1,045Casey L. Patrick Scholarship Fund To provide scholarships to Tioga County students to continue post- To provide scholarships to Tioga County students to continue post- To provide scholarships to Tioga County students to continue post- To provide scholarships to Tioga County students to continue post-$1,800$1,800
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$1,800TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$1,800TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$1,455TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$6,035TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundYes (true)DonorAdvisedFundInd
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 AssetsfalseReportOtherAssetsInd
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
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members7GoverningBodyVotingMembersCnt
Independent Voting Member7IndependentVotingMemberCnt
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 PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Thomas M OwlettBusinessNameLine1
FieldValueIRS element (for citing)
Phone5707231451PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1One Charles StreetAddressLine1
CityWellsboroCity
StatePAState
ZIP Code169011401ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
MARY WORTHINGTON
Director2.00Yes (X)$0$0$0
FERLIN PATRICK
Director1.00Yes (X)$0$0$0
BRENDA ABPLANALP
Vice President1.00$0$0$0Yes (X)
GLENN POIRIER
Director1.00$0$0$0Yes (X)
RONALD GILBERT
Treasurer1.00$0$0$0Yes (X)
DAVID FISHER
Secretary1.00Yes (X)$0$0$0
KAREN CHAMBERS
President1.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$1,981AllOtherContributionsAmt
Total Contributions$1,981TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,219TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$16,663SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$15,621SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,042SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,042TotalRevenueColumnAmt
Related Or Exempt Func Income$1,042RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,242TotalRevenueColumnAmt
Related Or Exempt Func Income$3,261RelatedOrExemptFuncIncomeAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$6,035TotalAmt
Program Services$6,035ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$35TotalAmt
Program Services$0ProgramServicesAmt
Management And General$35ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescBCO-10 Form CostDesc
Total$25TotalAmt
Program Services$0ProgramServicesAmt
Management And General$25ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$6,095TotalAmt
Program Services$6,035ProgramServicesAmt
Management And General$60ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$4,284BOYAmt
EOY$3,260EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$55,873BOYAmt
EOY$56,045EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$60,157BOYAmt
EOY$59,305EOYAmt

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$60,157BOYAmt
EOY$59,305EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$60,157BOYAmt
EOY$59,305EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$60,157BOYAmt
EOY$59,305EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$853ReconcilationRevenueExpnssAmt
Prior Period Adjustments$1PriorPeriodAdjustmentsAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewYes (true)AccountantCompileOrReviewInd

Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
FS AuditedfalseFSAuditedInd
Audit CommitteefalseAuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

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$16,261CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$9,962CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$19,634CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,788CurrentTaxYearMinus1YearAmt
Current Tax Year$1,981CurrentTaxYearAmt
Total$53,626TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$16,261CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$9,962CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$19,634CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,788CurrentTaxYearMinus1YearAmt
Current Tax Year$1,981CurrentTaxYearAmt
Total$53,626TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$53,626PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$462CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$696CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,456CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,085CurrentTaxYearMinus1YearAmt
Current Tax Year$2,219CurrentTaxYearAmt
Total$6,918TotalAmt
FieldValueIRS element (for citing)
Total Support$60,544TotalSupportAmt
Public Support CY1700.88570PublicSupportCY170Pct
Public Support PY1700.92470PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind
Public Support Total509$0PublicSupportTotal509Amt
Public Support CY5090PublicSupportCY509Pct
Investment Income CY0InvestmentIncomeCYPct

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held4DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held1FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$1,981DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$6,035DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$57,599DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY$1,706FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg CtrlYes (true)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (true)DisclosedForCharitablePrpsInd

Schedule I IRS990ScheduleI

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

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (13 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Pt VI, Line 11bThe Preparer of Form 990, who is the Attorney for the
Pt VI, Line 11bWellsboro Community Foundation, provided the return
Pt VI, Line 11bto each Board member prior to filing. Each member had the
Pt VI, Line 11bopportunity to review and object to the contents of
Pt VI, Line 11bthe form.
Pt VI, Line 12cThe decision of each Board member is compared to the
Pt VI, Line 12cConflict of Interest Statement to determine if the
Pt VI, Line 12cBoard member acted in the best interest of the organization.
Pt VI, Line 15aNo compensation was paid.
Pt VI, Line 15bNo compensation was paid.
Pt VI, Line 19The organization makes this information available to the
Pt VI, Line 19public upon request.
Form 990, Part III, Line 4dRICHARD C. JOHNSTON MEMORIAL SCHOLARSHIP FUND: 0. 0. 410. CASEY L. PATRICK SCHOLARSHIP FUND 1800. 1800. 1045.

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