KERN FAMILY FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- KERN FAMILY FOUNDATION INC (EIN 20-3330559)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-03-04
- IRS object ID
- 201340639349100009
- Schema version
- 2012v2.1
- 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
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-03-04T14:14:17-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042442519 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDELSTEIN AND COMPANY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 160 FEDERAL STREET 9TH FLOOR | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 021101772 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203330559 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KERN FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | KERN | NameControl |
| Phone | 8144522281 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O BRUCE KERN SR 3906 STATE STREET | AddressLine1 |
| City | ERIE | City |
| State | PA | State |
| ZIP Code | 16508 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRUCE KERN SR | Name |
| Title | PRESIDENT | Title |
| Phone | 8144522281 | Phone |
| Date Signed | 2013-02-28 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ALFONSO PERILLO | Name |
| PTIN | P00950491 | PTIN |
| Phone | 6172276161 | Phone |
| Date Prepared | 2013-02-26 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2429291 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 71866 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 39735 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 39735 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 38415 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 140302 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 48586 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 150016 | TotalRevenueAndExpenses |
| Total Net Investment Income | 88321 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 6650 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 1247 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 5403 | OtherProfFeesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 6650 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1247 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 5403 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 103000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 103000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 109650 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1247 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 108403 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 40366 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 87074 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 8251 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 4268 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 4268 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1925388 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2265786 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 2265786 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 143758 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 159237 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 159237 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 2077397 | TotalAssetsBOY |
| Total Assets EOY | 2429291 | TotalAssetsEOY |
| Total Assets EOYFMV | 2429291 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 2077397 | RetainedEarningsBOY |
| Retained Earnings EOY | 2429291 | RetainedEarningsEOY |
| Total Net Assets BOY | 2077397 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2429291 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2077397 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2429291 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2077397 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 40366 | ExcessOfRevenueOverExpenses |
| Other Increases | 311528 | OtherIncreases |
| Subtotal | 2429291 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 2429291 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SCURITIES | 103076 | 91834 | 11242 | 11242 | |
| DISALLOWED LOSSES | 118 | 118 | |||
| CAPITAL GAINS DIVIDENDS | 37226 | 37226 | 37226 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 48586 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 99067 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2177037 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.045505 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 84666 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1997483 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.042386 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 108679 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1704193 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.063772 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 113912 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2211543 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.051508 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 97469 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2424562 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.040201 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.243372 | TotalDistributionRatio |
| Average Distribution Ratio | 0.048674 | AverageDistributionRatio |
| Net Noncharitable Assets | 2263623 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 110180 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 871 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 111051 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 108403 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1741 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1741 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1741 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 946 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 946 | TotalCreditsAndPayments |
| Tax Due | 795 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | PA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | FIDELITY PRIVATE FOUNDATION SERVICE | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 8003344438 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 SEAPORT BOULEVARD | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02210 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (7 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| BRUCE KERN SR | ||||||||
| 3906 STATE STREET | ERIE | PA | 16508 | PRESIDENT | 2.00 | 0 | 0 | 0 |
| MARY ALICE KERN | ||||||||
| 3906 STATE STREET | ERIE | PA | 16508 | DIRECTOR | 0.10 | 0 | 0 | 0 |
| NANCY R KERN | ||||||||
| 3906 STATE STREET | ERIE | PA | 16508 | DIRECTOR | 0.10 | 0 | 0 | 0 |
| B SCOTT KERN | ||||||||
| 3906 STATE STREET | ERIE | PA | 16508 | SECRETARY | 0.25 | 0 | 0 | 0 |
| C BRUCE KERN II | ||||||||
| 3906 STATE STREET | ERIE | PA | 16508 | TREASURER | 0.25 | 0 | 0 | 0 |
| BONNIE KERN | ||||||||
| 3906 STATE STREET | ERIE | PA | 16508 | DIRECTOR | 0.10 | 0 | 0 | 0 |
| AMY C KERN | ||||||||
| 3906 STATE STREET | ERIE | PA | 16508 | DIRECTOR | 0.10 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 2294680 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 3414 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2298094 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2298094 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 34471 | CashDeemedCharitable |
| Net Noncharitable Assets | 2263623 | NetNoncharitableAssets |
| Minimum Investment Return | 113181 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 113181 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1741 | TaxBasedOnInvestmentIncome |
| Total Tax | 1741 | TotalTax |
| Distributable Amount Before Adj | 111440 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 111440 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 111440 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 108403 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 108403 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 108403 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 111440 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 108269 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 108403 | QualifyingDistributions |
| Applied To Year1 | 108269 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 134 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 111306 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BRUCE KERN SR | ContributingManager |
| Contributing Manager | MARY ALICE KERN | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | BRUCE KERN SR | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3906 STATE STREET | AddressLine1 |
| City | ERIE | City |
| State | PA | State |
| ZIP Code | 16508 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 8144522281 | RecipientPhoneNumber |
| Recipient Email Address | CBKN@MINDSPRING.COM | RecipientEmailAddress |
| Form And Info And Materials | GRANTEES MUST WRITE A LETTER TO THE FOUNDATION STATING THE PURPOSE OF THE GRANT, THE AMOUNT REQUESTED AND PROOF OF 501(C)(3) STATUS. | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | PREFERENCE TO ERIE, PA REGION | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (7 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ERIE COUNTY AMERICAN RED CROSS | |||||||
| 4961 PITTSBURGH AVENUE | ERIE | PA | 16509 | N/A | 509(A) | COMMUNITY SERVICES | $20,000 |
| HAMOT HEALTH FOUNDATION | |||||||
| 300 STATE STREET 100A | ERIE | PA | 16507 | N/A | TYPE I SO | HEALTH CARE | $25,000 |
| MERCYHURST COLLEGE | |||||||
| 501 EAST 38TH STREET | ERIE | PA | 16546 | N/A | COLLEGE | HEALTH AND HUMAN SERVICES | $10,000 |
| MULTICULTURAL COMMUNITY RESOURCE CENTER | |||||||
| 554 EAST 10TH STREET | ERIE | PA | 16503 | N/A | 509(A) | HEALTH AND HUMAN SERVICES | $10,000 |
| THE SALVATION ARMY | |||||||
| 1022 LIBERTY STREET | ERIE | PA | 16510 | N/A | 509(A) | GENERAL PROGRAM SUPPORT | $3,000 |
| THERAPEUTIC RIDING OF ERIE COUNTY | |||||||
| 8342 PLATZ ROAD | FAIRVIEW | PA | 16415 | N/A | 509(A) | HEALTH AND HUMAN SERVICES | $10,000 |
| ST MARTIN CENTER | |||||||
| 1701 PARADE STREET 2 | ERIE | PA | 16503 | N/A | 509(A) | COMMUNITY SERVICES | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 103000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $39,735 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $38,415 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $78,150 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 78150 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (3 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Noncash Contribution TypeNoncashContributionType |
|---|---|---|---|---|---|---|---|
| 1 | BRUCE KERN SR | 3906 STATE STREET | ERIE | PA | 16508 | 23271 | X |
| 2 | BRUCE KERN SR | 3906 STATE STREET | ERIE | PA | 16508 | 23700 | X |
| 3 | B SCOTT KERN | 3906 STATE STREET | ERIE | PA | 16508 | 24895 | X |
Noncash Property NoncashProperty (3 entries)
| Contributor Number From Part IContributorNumberFromPartI | Noncash Property DescriptionNoncashPropertyDescription | Fair Market ValueFairMarketValue | Date ReceivedDateReceived |
|---|---|---|---|
| 1 | 300 SHARES OF FIDELITY CONTRAFUND | 23271 | 2012-12-31 |
| 2 | 600 SHARES OF FIDELITY LOW PRICED STOCK | 23700 | 2012-12-31 |
| 3 | 500 SHARES OF DISNEY, WALT CO. | 24895 | 2012-12-31 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | FIDELITY INVESTMENTS | NameOfBond |
| EOY Book Value | 159237 | EOYBookValue |
| EOYFMV | 159237 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | FIDELITY INVESTMENTS | NameOfStock |
| EOY Book Value | 2265786 | EOYBookValue |
| EOYFMV | 2265786 | EOYFMV |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN ON INVESTMENTS | Description |
| Amount | $311,528 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FPFS FEES | Category |
| Amount | $6,650 | Amount |
| Net Investment Income | 1247 | NetInvestmentIncome |
| Disbursements Charitable Prps | 5403 | DisbursementsCharitablePrps |
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