2011-05-10T12:28:15-05:00 2010-12-31 DEBRA A PHILLIPPI CPA 3447 ALLIENE AVE JOHNSTOWN PA 159041901 990PF 2010-01-01 237128436 WHALLEY CHARITABLE TRUST WHAL 8144676656 1206 GRAHAM AVENUE WINDBER PA 15963 DAVID KLEMENTIK 8144676656 2011-04-28 2011-05-05 X 2010 2016-02-24 21:20:13Z X 4331532 X X 23839 23839 97742 97742 27402 1739081 4619 1422 150405 126200 10000 6500 3500 18000 11700 6300 1556 1011 545 1300 845 455 18517 12036 6481 2008 1122 247 6000 3900 2100 690 448 242 58318 37562 19623 293452 293452 351770 37562 313075 -201365 88638 6981 51364 51364 83246 119551 119551 77266 71193 77266 77266 211 194 194 151111 168125 182390 1486959 1340844 1643582 349760 319672 342980 1894000 1765715 1910127 8588 8446 387 142 142 4463 3936 3936 4048311 3846809 4331532 140 3 140 3 X 1655039 1655039 2393132 2191767 4048171 3846806 4048311 3846809 4048171 -201365 3846806 3846806 4619 false 212794 3687281 0.057710 324271 4241769 0.076447 281220 4981483 0.056453 269736 4801475 0.056178 141628 4668520 0.030337 0.277125 0.055425 4031061 223422 886 224308 313075 X 886 886 886 1080 1080 194 194 false false false false false false false true true PA true false false false false true N/A JEANNE HENRY 8144676656 1206 GRAHAM AVENUE WINDBER PA 15963 false false false false false false false false false false false false false false false false false DAVID KLEMENTIK 1206 GRAHAM AVENUE WINDBER PA 15963 5.00 10000 0 0 RUTH KLEMENTIK 1206 GRAHAM AVENUE WINDBER PA 15963 1.00 0 0 0 NONE NONE N/A 3922205 95546 74697 4092448 4092448 61387 4031061 201553 201553 886 886 200667 200667 200667 313075 313075 886 312189 200667 15098 35818 114485 30528 195929 313075 200667 112408 308337 0 308337 15098 35818 114485 30528 112408 DAVID KLEMENTIK 1206 GRAHAM AVENUE WINDBER PA 15963 8144676656 NO SPECIAL FORM NONE TRUST DISTRIBUTES AMOUNT OF INCOME EARNED EACH YEAR - NO OTHER RESTRICTIONS. WINDBER HEALTH CARE 600 SOMERSET AVENUE WINDBER PA 15963 NONE 501(C)(3) CONSTRUCTION OF EMERGENCY ROOM 200000 PENN STATE UNIVERSITY 26 OLD MAIN UNIVERSITY PARK PA 16802 NONE 501(C)(3) LEVI LAMB FUND - ATHL SCHOLARSHIPS 18400 BOY SCOUTS OF AMERICA PENN'S WOODS COUNCIL 201 W HIGH STREET EBENSBURG PA 15931 NONE 501(C)(3) PARTNERS FOR SCOUTING CAMPAIGN 9725 WINDBER RESEARCH INST 600 SOMERSET AVENUE WINDBER PA 15963 NONE 501(C)(3) JOURNEY'S BOOK SALE FUNDRAISER 5400 FIRST PRESBYTERIAN CHURCH 1101 SOMERSET AVENUE WINDBER PA 15963 NONE 501(C)(3) RELIGIOUS - GENERAL OPERATING EXP 10000 ARCADIA THEATER 1418 GRAHAM AVENUE WINDBER PA 15963 NONE 501(C)(3) CHILDREN'S SERIES 15000 AOPA AIR SAFETY FOUNDATIO 421 AVIATION WAY FREDERICK MD 21701 NONE 501(C)(3) AVIATION SAFETY 5000 JOHNSTOWN SYMPHONY 227 FRANKLIN STREET JOHNSTOWN PA 15901 NONE 501(C)(3) CONCERTS & OPERA FESTIVAL 5550 GIRL SCOUTS 612 LOCUST STREET JOHNSTOWN PA 15901 NONE 501(C)(3) ANNUAL FUNDRAISER DINNER 1500 WINDBER HEALTH CARE 600 SOMERSET AVENUE WINDBER PA 15963 NONE 501(C)(3) SPIRIT CLASSIC FUNDRAISER 2500 COMMUNITY FOUNDATION 116 MARKET STREET JOHNSTOWN PA 15901 NONE 501(C)(3) OVARIAN CANCER RESEARCH 2500 STEPHENS COLLEGE 1200 E BROADWAY COLUMBIA MO 65215 NONE 501(C)(3) MILLENIUM SOCIETY 1000 MOUNT ALOYSIUS COLLEGE 7373 ADMIRAL PEARY HWY CRESSON PA 16630 NONE 501(C)(3) SCHOLARSHIP & CELEB GOLF TOURNAMENT 2000 JUNIOR ACHIEVEMENT 647 MAIN STREET JOHNSTOWN PA 15901 NONE 501(C)(3) BUSINESS HALL OF FAME DINNER 2750 AMERICAN RED CROSS KEYSTONE CHAPTER 647 MAIN STREET JOHNSTOWN PA 15901 NONE 501(C)(3) DISAASTER ASSISTANCE 2000 NEW DAY INC 1605 GRAHAM AVENUE WINDBER PA 15963 NONE 501(C)(3) WINDBER YOUTH MINISTRY 1000 VETERAN COMMUNITY INIT 727 GOUCHER STREET JOHNSTOWN PA 15905 NONE 501(C)(3) FOUR CHAPLAINS SUPPORTER 1000 DIVISION OF EMERG MGMT 1741 BASIN DRIVE WIINDBER PA 15963 NONE 501(C)(3) COMMUNITY EDUC WORKSTATION EQUIP 1100 OPERATION HOPE PO BOX 37 HOOVERSVILLE PA 15936 NONE 501(C)(3) STOUT MEMORIAL PARK PAVILION 1100 YWCA 526 SOMERSET STREET JOHNSTOWN PA 15901 NONE 501(C)(3) TRIBUTE TO WOMEN 500 PENN STATE DANCE MARATHON 26 OLD MAIN UNIVERSITY PARK PA 16802 NONE 501(C)(3) CHARITABLE 500 BOYS & GIRLS CLUB SOMERSET COUNTY BOX 752 SOMERSET PA 15501 NONE 501(C)(3) CHARITABLE 452 WINDBER AREA MUSEUM 259 RAMBLER ROAD WINDBER PA 15963 NONE 501(C)(3) EDUCATIONAL 500 WINDBER AREA SCHOOL DIST 2301 GRAHAM AVENUE WINDBER PA 15963 NONE 501(C)(3) VARSITY TRACK & FIELD PROGRAM 250 EUREKA COAL HERITAGE FND PO BOX 142 WINDBER PA 15963 NONE 501(C)(3) MINER'S MEMORIAL DAY WEEKEND 500 WINDBER MED CENTER 600 SOMERSET AVENUE WINDBER PA 15963 NONE 501(C)(3) 10K RUN & SCHOLARSHIP 500 WINDBER HOSPICE 600 SOMERSET AVENUE WINDBER PA 15963 NONE 501(C)(3) BENEFIT HORSE SHOW 500 MULTIPLE SCLEROSIS SOC CAMBRIA COUNTY 2016 SUNSHINE AVENUE JOHNSTOWN PA 15905 NONE 501(C)(3) CHARITABLE 250 WESTMONT FAMILY COUNSELIN 639 LUZERNE STREET JOHNSTOWN PA 15905 NONE 501(C)(3) CHARITABLE 500 CHILDREN'S AID HOME 1476 N CENTER AVENUE SOMERSET PA 15501 NONE 501(C)(3) CHARITABLE 500 NAS WILDWOOD AVIATION MUS 500 FORRESTAL ROAD CAPE MAY AIRPORT NJ 08242 NONE 501(C)(3) EDUCATIONAL 500 JOHNSTOWN KIWANIS 204 KAREN WAY JOHNSTOWN PA 15904 NONE 501(C)(3) "CHILDREN - PRIORITY ONE" 200 AMERICAN CANCER SOCIETY 168 W UNION STREET SOMERSET PA 15501 NONE 501(C)(3) RELAY FOR LIFE 200 WINDBER YOUTH BASEBALL 259 RAMBLER ROAD WINDBER PA 15963 NONE 501(C)(3) CHARITABLE 75 293452 14 23839 14 97742 18 4457 22945 SECURITIES LITIGATION 14 555 MISCELLANEOUS 14 867 127460 22945 150405 false false false false false false false false false false INCOME TAX PREPARATION 1300 845 455 DAVID KLEMENTIK RUTH KLEMENTIK OFFICE EQUIPMENT 1997-07-01 3942 3942 200DB 5.0000 OFFICE EQUIPMENT 1998-07-01 95 95 200DB 5.0000 DELL PROJECTOR/SCREEN 2004-04-16 2327 2171 200DB 7.0000 104 DVD/VCR COMBO 2004-12-17 135 126 200DB 7.0000 6 SONY DESKTOP COMPUTER 2005-01-07 1374 1295 200DB 5.0000 79 HP 3055 PRINTER 2007-03-16 503 358 200DB 5.0000 58 FIRST CLEARING, LLC 2010-01 PURCHASE 2010-12 19588 16501 3087 FIRST CLEARING, LLC 2009-01 PURCHASE 2010-12 335311 387626 -52315 FIRST CLEARING, LLC 2010-01 PURCHASE 2010-12 485794 467177 18617 FIRST CLEARING, LLC 2009-01 PURCHASE 2010-12 893769 840375 53394 ABBOTT LABS 18905 20589 ALCOA, INC 17948 18753 AMGEN INC SR NOTES 37749 42187 ANDARKO PETROLEUM CORP BEAR STEARNS CO, INC. 15849 18313 BLACKROCK, INC. 19087 19615 CITIGROUP INC. SR. NOTES 21326 20845 COMCAST CORP NOTES 20076 21968 COSTCO WHOLESALE CORP SR NOTES 18391 20531 GE CAP CORP SR UNSECURED NOTES 23733 23097 GOLDMAN SACHS GROUP LP NOTES 29512 31937 MCDONALDS CORP MED TERM NOTES 19501 22748 MORGAN STANLEY 19354 19476 RIO TINTO FIN USA LTD 18880 19254 SAFEWAY, INC. VERIZON COMM NOTES 19882 22157 WYETH NOTES 19479 21510 STOCKS 1340844 1643582 168125 182390 OPEN END MUTUAL FUNDS AT COST 1765715 1910127 8588 8446 142 142 ACCRUED INCOME 3713 3923 3923 ACCRUED INTEREST PURCHASED 750 13 13 EXPENSES OFFICE EXPENSE 291 189 102 ADVERTISING 399 259 140 SECURITIES LITIGATION 555 MISCELLANEOUS 867 WACHOVIA 18517 12036 6481 FOREIGN TAX WITHHELD 1122 1122 EXCISE TAX 2009 886