CRAWFORD HERITAGE COMMUNITY FOUNDATION: Form 990, tax year 2011
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- Organization
- CRAWFORD HERITAGE COMMUNITY FOUNDATION (EIN 25-1813245)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-14
- IRS object ID
- 201203199349300325
- Schema version
- 2011v1.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-14T08:17:31-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 251031405 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGILL POWER BELL & ASSOCIATES LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 623 STATE STREET | AddressLine1 |
| City | MEADVILLE | City |
| State | PA | State |
| ZIP Code | 16335 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 251813245 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRAWFORD HERITAGE COMMUNITY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CRAW | NameControl |
| Phone | 8143365206 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 911 DIAMOND PARK | AddressLine1 |
| City | MEADVILLE | City |
| State | PA | State |
| ZIP Code | 16335 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHRISTIAN MAHER | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 8143365206 | Phone |
| Date Signed | 2012-11-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRUCE LAWRENCE | Name |
| PTIN | P01329574 | PTIN |
| Phone | 8147245890 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | CHRISTIAN MAHER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 911 DIAMOND PARK | AddressLine1 |
| City | MEADVILLE | City |
| State | PA | State |
| ZIP Code | 16335 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 2772946 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.CRAWFORDHERITAGE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1997 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | A COMMUNITY FOUNDATION ESTABLISHED TO PROVIDE A FRAMEWORK FOR CHARITABLE GIVING TO LOCAL WORTHY CAUSES IN CRAWFORD COUNTY, PENNSYLVANIA. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 18 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 18 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2 | TotalNbrEmployees |
| Total Nbr Volunteers | 42 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1349784 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 206916 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 328943 | InvestmentIncomePriorYear |
| Investment Income Current Year | 522623 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 10678 | OtherRevenuePriorYear |
| Other Revenue Current Year | 10732 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1689405 | TotalRevenuePriorYear |
| Total Revenue Current Year | 740271 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 383621 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 377225 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 59237 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 62740 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 6135 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 70177 | OtherExpensePriorYear |
| Other Expenses Current Year | 77014 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 513035 | TotalExpensesPriorYear |
| Total Expenses Current Year | 516979 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1176370 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 223292 | RevenuesLessExpensesCY |
| Total Assets BOY | 10918182 | TotalAssetsBOY |
| Total Assets EOY | 10562110 | TotalAssetsEOY |
| Total Liabilities BOY | 1395927 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1346091 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 9522255 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 9216019 | NetAssetsOrFundBalancesEOY |
| Mission Description | A COMMUNITY FOUNDATION ESTABLISHED TO PROVIDE A FRAMEWORK FOR CHARITABLE GIVING TO LOCAL WORTHY CAUSES IN CRAWFORD COUNTY, PENNSYLVANIA. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 393958 | Expense |
| Grants | 377225 | Grants |
| Revenue | 10424 | Revenue |
| Description | RAISED APPROXIMATELY $179,828 OF RESTRICTED ASSETS TO ENABLE FUTURE YEAR FUNDING OF CHARITABLE ENDEAVORS. WAS ABLE TO FUND $377,225 OF GRANTS DURING THE CURRENT YEAR. | Description |
| Total Program Service Expense | 393958 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 1 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 1 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 2 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 18 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 18 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TREASURER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8148719430 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 928 PARK AVE | AddressLine1 |
| City | MEADVILLE | City |
| State | PA | State |
| ZIP Code | 16335 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (19 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| LISA PEPICELLI YOUNGS ESQ | ||||||
| PRESIDENT | 1.50 | X | X | 0 | 0 | 0 |
| SAUNDRA MOOK | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| KENNETH LINDBERG | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| BARRY CRESSMAN | ||||||
| THIRD VICE PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| JOHN HODGES | ||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 |
| DWIGHT HAAS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| CARL TERRY | ||||||
| CORPORATE SECRETARY | 1.00 | X | X | 0 | 0 | 0 |
| GREG BUSH | ||||||
| 2ND VICE PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| JUDITH GRIFFIN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DAVID GAGNON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| CHRISTOPHER JUNKER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| CHRISTINE LANG | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| NITA HUGHES | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MILOSH MAMULA | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| PAUL HUBER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| CHARLOTTE FORESTHER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SAMUEL SPENCER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ROBERT WAID | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| CHRISTIAN MAHER | ||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 45000 | 0 | 7073 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 45000 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 7073 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 206916 | AllOtherContributions |
| Total Contributions | 206916 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 252585 | TotalRevenueColumn |
| Exclusion | $252,585 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2302713 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2032675 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 270038 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 270038 | TotalRevenueColumn |
| Exclusion | $270,038 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 308 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 0 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 308 | TotalRevenueColumn |
| Exclusion | $308 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Business Code | 523000 | BusinessCode |
| Total Revenue Column | 10424 | TotalRevenueColumn |
| Related Or Exempt Function Income | 10424 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 10424 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 740271 | TotalRevenueColumn |
| Related Or Exempt Function Income | 10424 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $522,931 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 264603 | Total |
| Program Services | 264603 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 112622 | Total |
| Program Services | 112622 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52073 | Total |
| Program Services | 15622 | ProgramServices |
| Management And General | 30723 | ManagementAndGeneral |
| Fundraising | 5728 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6299 | Total |
| Management And General | 6299 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4368 | Total |
| Program Services | 1111 | ProgramServices |
| Management And General | 2850 | ManagementAndGeneral |
| Fundraising | 407 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 125 | Total |
| Management And General | 125 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8080 | Total |
| Management And General | 8080 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46826 | Total |
| Management And General | 46826 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6711 | Total |
| Management And General | 6711 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 824 | Total |
| Management And General | 824 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 467 | Total |
| Management And General | 467 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1807 | Total |
| Management And General | 1807 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral |
|---|---|---|
| TAXES AND FEES | 8664 | 8664 |
| ENTERTAINMENT | 1747 | 1747 |
| DUES | 1483 | 1483 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 280 | Total |
| Management And General | 280 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 516979 | Total |
| Program Services | 393958 | ProgramServices |
| Management And General | 116886 | ManagementAndGeneral |
| Fundraising | 6135 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 82 | BOY |
| EOY | 82 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 338703 | BOY |
| EOY | 542508 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2135 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2135 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10579397 | BOY |
| EOY | 10019520 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10918182 | BOY |
| EOY | 10562110 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1369 | BOY |
| EOY | 1621 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1394558 | BOY |
| EOY | 1344470 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1395927 | BOY |
| EOY | 1346091 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 335632 | BOY |
| EOY | 335742 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34796 | BOY |
| EOY | 40036 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9151827 | BOY |
| EOY | 8840241 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9522255 | BOY |
| EOY | 9216019 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10918182 | BOY |
| EOY | 10562110 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 223292 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -529528 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 344988 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 753757 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 210502 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 110588 | CurrentTaxYearMinus1Year |
| Current Tax Year | 206916 | CurrentTaxYear |
| Total | 1626751 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 344988 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 753757 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 210502 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 110588 | CurrentTaxYearMinus1Year |
| Current Tax Year | 206916 | CurrentTaxYear |
| Total | 1626751 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 654774 | AmountsSubstContributorsTotal |
| Public Support Total170 | 971977 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 219856 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 171835 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 186898 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 220708 | CurrentTaxYearMinus1Year |
| Current Tax Year | 252585 | CurrentTaxYear |
| Total | 1051882 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 2678633 | TotalSupport |
| Public Support Pertcentage170 | 0.36290 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.28300 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 2 | NumberDAFsHeld |
| Donor Advised Contributions | 19653 | DonorAdvisedContributions |
| Grants Paid From Donor Funds | 10008 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 52919 | AggregateDAFValue |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Included On FS | 1 | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9092330 | BeginningOfYearBalance |
| Contributions | 161177 | Contributions |
| Investment Earnings Or Losses | 3212 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 351992 | GrantsOrScholarships |
| Administrative Expenses | 43648 | AdministrativeExpenses |
| End Of Year Balance | 8749365 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7205841 | BeginningOfYearBalance |
| Contributions | 1309723 | Contributions |
| Investment Earnings Or Losses | 1042096 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 358693 | GrantsOrScholarships |
| Administrative Expenses | 106637 | AdministrativeExpenses |
| End Of Year Balance | 9092330 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5388564 | BeginningOfYearBalance |
| Contributions | 936145 | Contributions |
| Investment Earnings Or Losses | 1238508 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 300491 | GrantsOrScholarships |
| Administrative Expenses | 56885 | AdministrativeExpenses |
| End Of Year Balance | 7205841 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6690440 | BeginningOfYearBalance |
| Contributions | 1137111 | Contributions |
| Investment Earnings Or Losses | -2068778 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 330088 | GrantsOrScholarships |
| Administrative Expenses | 40121 | AdministrativeExpenses |
| End Of Year Balance | 5388564 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2135 | OtherCostOrOtherBasis |
| Depreciation | 2135 | Depreciation |
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
| Total Revenue | 740271 | TotalRevenue |
| Total Expenses | 516979 | TotalExpenses |
| Excess Or Deficit For Year | 223292 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -528833 | NetUnrealizedGLOnInvestments |
| Other | -$695 | OtherAmount |
| Total Adjustments | -529528 | TotalAdjustments |
| Excess Or Deficit Per FS | -306236 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 210743 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -528833 | NetUnrealizedGainsInvestments |
| Other Revenues | -695 | OtherRevenues |
| Revenue Not Rptd F990 | -529528 | RevenueNotRptdF990 |
| Revenue Subtotal | 740271 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 740271 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 516979 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 516979 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 516979 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART IV, LINE 2B: | THE ORGANIZATION HAS VARIOUS CHARITABLE REMAINDER TRUSTS THAT PROVIDE INCOME TO SPECIFIC INDIVIDUALS UNTIL THEIR DEATH AND THE REMAINDER GOES TO THE ORGANIZATION. THE ORGANIZATION ENTERS INTO AGREEMENTS WITH NONPROFIT AGENCIES WHEREBY THE NONPROFIT AGENCIES SET UP ENDOWMENT FUNDS WITH THE ORGANIZATION. UNDER THE TERMS OF THE AGREEMENT, THE ORGANIZATION AGREES TO MAKE DISTRIBUTIONS BACK TO THE NONPROFIT AGENCIES. | |
| PART V, LINE 4: | THE INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS ARE TO PROVIDE ORGANIZATIONS AND INDIVIDUALS WITH GRANTS AND/OR SCHOLARSHIPS. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| PART X: | THE ORGANIZATION QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND HAS NO PROVISION FOR FEDERAL OR STATE INCOME TAXES. ACCORDINGLY, INCOME TAX EXPENSE IS LIMITED TO ACTIVITIES THAT ARE DEEMED BY THE INTERNAL REVENUE SERVICE TO BE UNRELATED TO THEIR EXEMPT PURPOSE. INTEREST AND PENALTIES RELATED TO INCOME TAX REPORTING ARE RECOGNIZED WHEN INCURRED AND ARE INCLUDED IN GENERAL AND ADMINISTRATIVE EXPENDITURES ON THE STATEMENT OF ACTIVITIES. MANAGEMENT HAS DETERMINED THE ORGANIZATION HAD NO ACTIVITIES SUBJECT TO UNRELATED BUSINESS TAX (UBIT) DURING THE YEAR ENDED DECEMBER 31, 2011. THE ORGANIZATION HAS NOT BEEN SUBJECT TO ANY INCOME TAX PENALTIES OR INTEREST FOR ALL OPEN TAX YEARS. THE OPEN TAX PERIODS FOR THE ORGANIZATION ARE 2008, 2009,2010,AND 2011 CALENDAR YEAR ENDS. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| CHANGE IN VALUE OF CHARITABLE REMAINDER TRUST -695. | PART XI, LINE 8 - OTHER ADJUSTMENTS: | |
| CHANGE IN VALUE OF CHARITABLE REMAINDER TRUST | PART XII, LINE 2D - OTHER ADJUSTMENTS: |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (18 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| ALLEGHENY COLLEGE | |||||||
| 520 N MAIN STREET | MEADVILLE | PA | 16335 | 250965212 | 501(C)(3) | 13905 | GENERAL SUPPORT |
| AMERICAN RED CROSS | |||||||
| 2025 E STREET NW | WASHINGTON | DC | 20006 | 256000084 | 501(C)(3) | 7885 | GENERAL SUPPORT |
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 720366 | OKLAHOMA CITY | OK | 73172 | 131788491 | 501(C)(3) | 8567 | GENERAL SUPPORT |
| FIRST PRESBYTERIAN CHURCH | |||||||
| 323 MAIN STREET | GREENVILLE | PA | 16125 | 250969464 | 501(C)(3) | 8891 | GENERAL SUPPORT |
| FIRST PRESBYTERIAN CHURCH | |||||||
| 890 LIBERTY STREET | MEADVILLE | PA | 16335 | 250965364 | 501(C)(3) | 7281 | GENERAL SUPPORT |
| MEADVILLE MEDICAL CENTER | |||||||
| 1034 GROVE STREET | MEADVILLE | PA | 16335 | 251512436 | 501(C)(3) | 13490 | GENERAL SUPPORT |
| PARK CONGREGATIONAL CHURCH | |||||||
| 1040 WASHINGTON STREET | MEADVILLE | PA | 16335 | 251436411 | 501(C)(3) | 8893 | GENERAL SUPPORT |
| SHRINERS HOSPITALS FOR CHILDREN | |||||||
| 2900 N ROCKY POINT DRIVE | TAMPA | FL | 33607 | 362193608 | 501(C)(3) | 6301 | GENERAL SUPPORT |
| ORCHARD MANOR | |||||||
| 20 ORCHARD DR | GROVE CITY | PA | 16127 | 251406515 | 501(C)(3) | 8458 | GENERAL SUPPORT |
| ST PAUL'S HOME | |||||||
| 339 E JAMESTOWN RD | GREENVILLE | PA | 16125 | 250773080 | 501(C)(3) | 8458 | GENERAL SUPPORT |
| THE KINGS COLLEGE | |||||||
| 350 5TH AVE | NEW YORK | NY | 10118 | 131810448 | 501(C)(3) | 8682 | GENERAL SUPPORT |
| TITUSVILLE AREA HOSPITAL | |||||||
| 406 W OAK STREET | TITUSVILLE | PA | 16354 | 250965579 | 501(C)(3) | 13580 | GENERAL SUPPORT |
| TITUSVILLE AREA MINISTERIUM | |||||||
| P O BOX 54 | TITUSVILLE | PA | 16354 | 232790930 | 501(C)(3) | 6308 | GENERAL SUPPORT |
| WESBURY UNITED METHODIST COMMUNITY | |||||||
| 31 PARK AVE | MEADVILLE | PA | 16335 | 251778886 | 501(C)(3) | 17486 | GENERAL SUPPORT |
| MEADVILLE PUBLIC LIBRARY | |||||||
| 848 N MAIN ST | MEADVILLE | PA | 16335 | 250990592 | 501(C)(3) | 10533 | GENERAL SUPPORT |
| FAMILY AND COMMUNITY CHRISTIAN ASSOCIATION | |||||||
| 378 CHESTNUT STREET | MEADVILLE | PA | 16335 | 250965638 | 501(C)(3) | 6143 | GENERAL SUPPORT |
| ST PAUL'S UNITED CHURCH OF CHRIST | |||||||
| 1070 PARK AVENUE | MEADVILLE | PA | 16335 | 250993390 | 501(C)(3) | 8682 | GENERAL SUPPORT |
| COCHRANTON PRESBYTERIAN CHURCH | |||||||
| 109 S SMITH STREET | COCHRANTON | PA | 16314 | 237195078 | 501(C)(3) | 5314 | GENERAL SUPPORT |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIP | TypeOfGrant |
| Number Of Recipients | 124 | NumberOfRecipients |
| Amount Of Cash Grant | 112622 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THE ORGANIZATION REQUIRES THAT EACH DISCRETIONARY GRANTEE SUBMIT A REPORT ON HOW THE MONEY WAS SPENT. THE MAJORITY OF THE GRANTS ARE FOR THE GENERAL BENEFIT OF THE ORGANIZATION TO WHOM THEY ARE DESIGNATED. THEREFORE, NO SPECIFIC MONITORING IS NECESSARY. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 IS REVIEWED BY THE BOARD OF DIRECTORS BEFORE IT IS FILED. | |
| FORM 990, PART VI, SECTION B, LINE 12C | NEW MEMBERS OF THE BOARD OF DIRECTORS REVIEW OUR CONFLICT OF INTEREST POLICY AS PART OF THEIR ORIENTATION. EXISTING CONFLICTS OF INTEREST ARE MONITORED CLOSELY. DIRECTORS ABSTAIN FROM VOTING ON ISSUES THAT MAY PRESENT A CONFLICT. ABSTENTIONS ARE NOTED IN MEETING MINUTES IN AN EFFORT TO CREATE AN ATMOSPHERE OF TRANSPARENCY. | |
| FORM 990, PART VI, SECTION C, LINE 19 | OFFICIAL DOCUMENTS ARE AVAILABLE FOR REVIEW IN THE ORGANIZATION'S OFFICE DURING REGULAR BUSINESS HOURS. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -528,833. CHANGE IN VALUE OF CHARITABLE REMAINDER TRUST -695. TOTAL TO FORM 990, PART XI, LINE 5: -529,528. | CHANGES IN NET ASSETS OR FUND BALANCES: |
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