Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 01-01-2015 , and ending 12-31-2015
Name of foundation
NORTHWEST CHARITABLE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)100 LIBERTY STREET
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WARREN, PA16365
A Employer identification number

27-1403629
B Telephone number (see instructions)

(814) 728-7260
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$19,660,269
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments 61 61  
4 Dividends and interest from securities... 728,678 728,678  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)...  
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 728,739 728,739  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 2,723 272   2,451
c Other professional fees (attach schedule).... 18,861 18,861    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 7,000      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 28,584 19,133   2,451
25 Contributions, gifts, grants paid....... 1,011,908 1,011,908
26 Total expenses and disbursements. Add lines 24 and 25 1,040,492 19,133   1,014,359
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -311,753
b Net investment income (if negative, enter -0-) 709,606
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 95,875 4,305 4,305
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 12,775,650 Click to see attachment12,775,650 17,106,595
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,778,282 Click to see attachment2,558,099 2,549,369
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 15,649,807 15,338,054 19,660,269
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 15,649,807 15,338,054
25 Temporarily restricted...............    
26 Permanently restricted...............    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 15,649,807 15,338,054
31 Total liabilities and net assets/fund balances (see instructions). 15,649,807 15,338,054
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
15,649,807
2
Enter amount from Part I, line 27a .....................
2
-311,753
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
15,338,054
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
15,338,054
Form 990-PF (2015)
Form 990-PF (2015)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b) How acquired
P—Purchase
D—Donation
(c) Date acquired
(mo., day, yr.)
(d) Date sold
(mo., day, yr.)
1a
b
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69
(k) Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2  
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2014 872,356 19,334,235 0.045120
2013 812,100 18,551,564 0.043775
2012 613,914 17,066,144 0.035973
2011 200,088 17,043,174 0.011740
2010 78,615 15,698,302 0.005008
2
Total of line 1, column (d) .....................
20.141616
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years . . .
3
0.028323
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
18,712,325
5
Multiply line 4 by line 3......................
5
529,989
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
7,096
7
Add lines 5 and 6........................
7
537,085
8
Enter qualifying distributions from Part XII, line 4.............
8
1,014,359
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2015)
Form 990-PF (2015)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 7,096
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 7,096
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 7,096
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 7,128
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 7,128
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 32
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet32 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletPA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletBOOKKEEPER Telephone no.bullet (814) 728-7260

    Located atbullet100 LIBERTY STREETWARRENPA ZIP+4bullet16365
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.......bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2015, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2015?.............
    1c
     
     
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2015 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2015.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    WILLIAM J WAGNER PRESIDENT
    1.00
    0 0 0
    100 LIBERTY STREET
    WARREN,PA16365
    STEVEN G FISHER VICE PRESIDE
    1.00
    0 0 0
    100 LIBERTY STREET
    WARREN,PA16365
    T KAY EADIE TREASURER
    1.00
    0 0 0
    100 LIBERTY STREET
    WARREN,PA16365
    JESSIE L THOMAS SECRETARY
    1.00
    0 0 0
    100 LIBERTY STREET
    WARREN,PA16365
    RICHARD E MCDOWELL DIRECTOR
    1.00
    0 0 0
    100 LIBERTY STREET
    WARREN,PA16365
    PHILIP M TREDWAY DIRECTOR
    1.00
    0 0 0
    100 LIBERTY STREET
    WARREN,PA16365
    SONIA M PROBST DIRECTOR
    1.00
    0 0 0
    100 LIBERTY STREET
    WARREN,PA16365
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    17,288,859
    b
    Average of monthly cash balances.......................
    1b
    1,708,425
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    18,997,284
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    18,997,284
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    284,959
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    18,712,325
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    935,616
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    935,616
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    7,096
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    7,096
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    928,520
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    928,520
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    928,520
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    1,014,359
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,014,359
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    7,096
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,007,263
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2014
    (c)
    2014
    (d)
    2015
    1 Distributable amount for 2015 from Part XI, line 7 928,520
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 62,515
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2015:
    a From 2010......  
    b From 2011......  
    c From 2012......  
    d From 2013......  
    e From 2014......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 1,014,359
    a Applied to 2014, but not more than line 2a 62,515
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
     
    c Treated as distributions out of corpus (Election
    required—see instructions)........
     
    d Applied to 2015 distributable amount..... 928,520
    e Remaining amount distributed out of corpus 23,324
    5 Excess distributions carryover applied to 2015.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 23,324
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
     
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
     
    e Undistributed income for 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
     
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...
     
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......
    23,324
    10 Analysis of line 9:
    a Excess from 2011....  
    b Excess from 2012....  
    c Excess from 2013....  
    d Excess from 2014....  
    e Excess from 2015.... 23,324
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2015, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2015 (b) 2014 (c) 2013 (d) 2012
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    UNITED FUND OF CLARION COUNTY
    531 MAIN ST
    CLARION,PA16214
    NONE PC 2014 CONTRIBUTION 5,000
    UNITED FUND OF WARREN COUNTY
    305 THIRD AVENUE
    WARREN,PA16365
    NONE PC 2014 CONTRIBUTION 53,955
    UNITED WAY OF SOUTHERN CHAUTAUQUA C
    413 NORTH MAIN STREET
    JAMESTOWN,NY14701
    NONE PC 2014 CONTRIBUTION 6,500
    BALTIMORE ARTISTS GUILD INC
    14 NORTH ROLLING ROAD
    CATONSVILLE,MD21228
    NONE PC 2ND CHECK OF 3 YEAR GRANT 3,000
    CURWENSVILLE PIKE HISTORICAL SOCIET
    PO BOX 3
    CURWENSVILLE,PA16833
    NONE PC 2014 CONTRIBUTION 5,000
    CENTRE COUNTY UNITED WAY
    2790 WEST COLLEGE AVENUE
    STATE COLLEGE,PA16501
    NONE PC 2015 CONTRIBUTION 1,000
    ERIE LIONS CLUB
    2402 CHERRY ST
    ERIE,PA16502
    NONE PC SAVE AN EYE FUND 5,000
    ERIE DAWN
    2549 W 8TH ST
    ERIE,PA16505
    NONE PC ONE TIME CONTRIBUTION 5,000
    ERIE CITY MISSION
    ERIE CITY MISSION
    ERIE,PA16501
    NONE PC 1ST CHECK OF 3 YEAR GRANT 16,667
    UNIVERSITY OF PITTSBURGH - BRADFORD
    300 CAMPUS DRIVE
    BRADFORD,PA16701
    NONE PC ANNUAL UPB SCHOLARSHIP 10,000
    ALL ABOUT CHARACTER
    4710 KAYLIN COURT
    ERIE,PA16506
    NONE PC BE ABOUT IT PROGRAM 10,000
    MEADVILLE FAMILY YMCA
    356 CHESTNUT STREET
    MEADVILLE,PA16335
    NONE PC 1ST CHECK OF 3-YEAR GRANT, TO PURCHA 10,000
    ELCAM INC
    189 WEST CREEK ROAD
    ST MARYS,PA15857
    NONE PC EDUCATING STAFF MEMBERS PER STATE GU 10,000
    OLEANBRADFORD FAMILY YMCA
    59 BOYLSTON STREET
    BRADFORD,PA16701
    NONE PC 2015 ANNUAL CAMPAIGN 2,500
    BRADFORD HOSPITAL FOUNDATION FBO B
    116-156 INTERSTATE PARKWA
    BRADFORD,PA16701
    NONE PC ANNUAL SPRING SWING, BENEFITTING BHF 10,000
    YOUNG WOMEN'S CHRISTIAN ASSOCIATION
    401 NORTH MAIN STREET
    JAMESTOWN,NY14701
    NONE PC 1ST CHECK OF THREE-YEAR GRANT TO BE 2,000
    CHILDREN'S HOME OF BRADFORD DBA B
    800 EAST MAIN STREET
    BRADFORD,PA16701
    NONE PC 2ND CHECK OF 5-YEAR GRANT "SHINE A B 20,000
    THE BOONIES INC
    PO BOX 365
    WARREN,PA16365
    NONE PC ANNUAL SPONSORSHIP 3,000
    WASHINGTON HEALTH SYSTEM FOUNDATION
    155 WILSON AVENUE
    WASHINGTON,PA15301
    NONE PC 2015 ANNUAL CORPORATE GIVING CAMPAIG 2,500
    BUTLER HOUSING AUTHORITY
    114 WOODY DRIVE
    BUTLER,PA16001
    NONE PC SCHOLARSHIP PROGRAM 500
    HOUSING ALLIANCE OF PA
    309 FLORENCE AVE 914 N
    JENKINTOWN,PA19046
    NONE PC CORPORATE MEMBERSHIP TO HELP IN EFFO 500
    HOUSING TRANSITIONS INC
    217 E NITTANY AVENUE
    STATE COLLEGE,PA16801
    NONE PC LEAD SPONSORSHIP OF RUN FOR SHELTER 5,000
    JAMESTOWN RENAISSANCE CORP
    119 W 3RD STREET
    JAMESTOWN,NY14701
    NONE PC 2015 CONTRIBUTION 2,500
    LANCASTER HOUSING OPPORTUNITY PARTN
    123 E KING STREET
    LANCASTER,PA17602
    NONE PC 2015 CONTRIBUTION 7,500
    PITTSBURGH COMMUNITY REINVESTMENT G
    1901 CENTRE AVE 200
    PITTSBURGH,PA15219
    NONE PC SPONSORSHIP OF FIFTH ANNUAL COMMUNIT 2,000
    SHEEN HOUSING (BISHOP SHEEN ECUMENI
    935 EAST AAVE
    ROCHESTER,NY14607
    NONE PC GALA DINNER SPONSORSHIP 500
    WARREN COUNTY DEVELOPMENT ASSOCIATI
    309 MARKET STREET
    WARREN,PA16366
    NONE PC FUNDING FOR PHASE 1 OF RECREATIONAL 20,000
    LEADERSHIP BUTLER COUNTY FBO MHY FA
    101 EAST DIAMOND STREET S
    BUTLER,PA16003
    NONE PC TO HELP FUND THE CONSTRUCTION OF A L 5,000
    CLARION UNIVERSITY FOUNDATION INC
    207 CARRIER HALL
    CLARION,PA16214
    NONE PC ECONOMIC DEVELOPMENT 2,500
    TUNA VALLEY TRAIL ASSOCIATION
    PO BOX 1003
    BRADFORD,PA16701
    NONE PC FINAL CHECK OF 3-YEAR GRANT, PINE ST 16,666
    OIL REGION ALLIANCE OF BUSINESS FBO
    217 ELM STREET
    OIL CITY,PA16301
    NONE PC ECONOMIC DEVELOPMENT 2,500
    HABITAT FOR HUMANITY OF LEBANON COU
    1455 E MAIN STREET 3
    ANNVILLE,PA17003
    NONE PC AFFORDABLE HOUSING 2,500
    POTTER COUNTY HABITAT FOR HUMANITY
    PO BOX 208
    COUDERSPORT,PA16915
    NONE PC CONTRIBUTION 2015 2,500
    ROTARY INTERNATIONAL
    14280 COLLECTIONS CENTER
    CHICAGO,IL60693
    NONE PC 2015 CONTRIBUTION 10,000
    YOUNG WOMEN'S CHRISTIAN ASSOCIATION
    401 NORTH MAIN STREET
    JAMESTOWN,NY14701
    NONE PC 1ST CHECK OF THREE-YEAR GRANT, TEAM 2,000
    LANCASTER FAMILY YMCA ASSOCIATION
    252 HARRISBURG AVE
    SUITE 200
    LANCASTER,PA17603
    NONE PC HEALTH/HUMAN SERVICES 10,000
    LEBANON VALLEY VOLUNTEERS IN MEDICI
    711 8TH STREET
    LEBANON,PA17042
    NONE PC COMMUNITY CAMPAIGN TO HELP SUSTAIN A 15,000
    WARREN COUNTY YMCA
    212 LEXINGTON AVENUE
    WARREN,PA16365
    NONE PC 2ND CHECK OF 2-YEAR GRANT - FUND A P 5,000
    ACHIEVEMENT CENTER
    101 EAST 6TH STREET
    ERIE,PA16507
    NONE PC FINAL CHECK OF 3-YEAR GRANT, CHILD & 10,000
    BUTLER COUNTY FAMILY YMCA
    339 NORTH WASHINGTON STRE
    BUTLER,PA16001
    NONE PC PLAYGROUND, FINAL CHECK OF 4-YEAR GR 4,000
    ACHIEVA
    711 BINGHAM STREET
    PITTSBURGH,PA15203
    NONE PC FINAL CHECK OF 3-YEAR GRANT, OFFER W 5,000
    GREATER JOHNSTOWN COMMUNITY YMCA
    100 HAYNES STREET
    JOHNSTOWN,PA15901
    NONE PC 3RD CHECK OF 5-YEAR GRANT, CAPITAL C 2,000
    LANCASTER COUNTY COMMUNITY FOUNDATI
    24 W KING ST
    SUITE 201
    LANCASTER,PA17603
    NONE PC TO HELP FUND KIDS JOY LAND PLAYGROUN 2,500
    CASA OF WARREN & FOREST COUNTIES
    207 SECOND AVENUE
    WARREN,PA16365
    NONE PC 4TH CHECK OF 5-YEAR GRANT 5,000
    CURWENSVILLE AREA SCHOOL DISTRICT E
    650 BEECH STREET
    CURWENSVILLE,PA16833
    NONE PC 1ST CHECK OF 3-YEAR GRANT, REPLACEME 6,231
    VOICES FOR INDEPENDENCE
    1107 PAYNE AVENUE
    ERIE,PA16503
    NONE PC AFFORDABLE HOUSING, HEALTH & HUMAN S 3,500
    YMCA OF DUBOIS
    25 PARKWAY DRIVE
    DUBOIS,PA15801
    NONE PC 1ST CHECK OF 3-YEAR GRANT, YOUTH DEV 3,333
    SHRINERS HOSPITAL FOR CHILDREN
    1645 WEST 8TH STREET
    ERIE,PA16505
    NONE PC HEALTH/HUMAN SERVICES 2,500
    VETERANS MIRACLE CENTER
    1573 WEST 39TH STREET
    ERIE,PA16509
    NONE PC HEALTH/HUMAN SERVICES 5,000
    NAMI
    1611 PEACH STREET
    ERIE,PA16501
    NONE PC QUALTIY OF LIFE IMPROVEMENT 1,000
    UNION CITY FAMILY SUPPORT CENTER
    38 N MAIN STREET
    UNION CITY,PA16438
    NONE PC TO FUND ADULT FINANCIAL EDUCATION WO 5,000
    BRADFORD CRATIVE & PERFORMING ARTS
    PO BOX 153
    BRADFORD,PA16701
    NONE PC 2015 ANNUAL BCPAC SPONSORSHIP 10,000
    FIRST LOVE CHRISTIAN ACADEMY
    150 SUNSET BLVD
    WASHINGTON,PA15301
    NONE PC FINAL CHECK OF 2-YEAR GRANT -PASSENG 5,000
    DON RAABE CHARITIES CLASSIS
    PO BOX 82
    BRADFORD,PA16701
    NONE PC YOUTH DEVELOPMENT - ANNUAL BIG 30 SP 6,000
    FAMILY SERVICES OF WARREN COUNTY
    589 HOSPITAL DRIVE
    SUITE E
    WARREN,PA16365
    NONE PC HEALTH/HUMAN - SERVICES FALL FAMILY 2,000
    THOMAS STRUTHERS TRUST FBO STRUTHE
    302 WEST THIRD AVENUE
    WARREN,PA16365
    NONE PC GRANT 2015 20,000
    COMMUNITY FOUNDATION OF THE ENDLESS
    270 LAKE AVENE
    MONTROSE,PA18801
    NONE PC BENEFITS THE UNFORTUNATE/DISADVANTAG 179,982
    YMCA OF GREATER ERIE
    31 WEST 10TH STREET
    ERIE,PA16501
    NONE PC 3RD CHECK OF FOUR-YEAR GRANT, DOWNTO 2,500
    ALL ABOUT CHARACTER INC
    4710 KAYLIN COURT
    ERIE,PA16506
    NONE PC FINAL CHECK OF 2-YEAR GRANT , TROOPE 5,000
    HEADWATERS CHARITABLE TRUST
    109 NORTH BRADY STREET 2
    DUBOIS,PA15801
    NONE PC FINAL CHECK OF 3-YEAR GRANT, ENHANCE 4,000
    EAGLE'S NEST LEADERSHIP CORPORATION
    1129 PENNSYLVANIA AVENUE
    ERIE,PA16503
    NONE PC PREPARE LOW-INCOME CHILDREN FOR 9TH- 5,000
    UNIVERSITY OF PITTSBURGH - BRADFORD
    300 CAMPUS DRIVE
    BRADFORD,PA16701
    NONE PC ARTS - 2015 ANNUAL FUND RAISER 2,500
    EXCHANGE CLUB
    17 PRENDERGASTE AVENUE
    BRADFORD,PA16701
    NONE PC QUALITY OF LIFE IMPROVEMENT 2,500
    CENTRE COUNTY UNITED WAY
    2790 WEST COLLEGE AVENUE
    STATE COLLEGE,PA16501
    NONE PC CONTRIBUTION 2015 4,000
    CLEARFIELD AREA UNITED WAY
    18 NORTH SECOND ST PO
    CLEARFIELD,PA16830
    NONE PC CONTRIBUTION 2015 3,600
    CLINTON COUNTY UNITED WAY
    220 N JAY STREET
    LOCK HAVEN,PA17745
    NONE PC CONTRIBUTION 2015 1,000
    DUBOIS AREA UNITED WAY
    223 SOUTH JARED STREET
    DUBOIS,PA15801
    NONE PC CONTRIBUTION 2015 1,200
    HUNTINGDON COUNTY UNITED WAY
    PO BOX 344 212 PENN ST
    HUNTINGDON,PA16652
    NONE PC CONTRIBUTION 2015 1,500
    KANE AREA UNITED FUND
    54 FRALEY STREET
    KANE,PA16735
    NONE PC CONTRIBUTION 2015 1,000
    SMETHPORT UNITED WAY
    PO BOX 504
    SMETHPORT,PA16749
    NONE PC CONTRIBUTION 2015 400
    UNITED WAY OF LAUREL HIGHLANDS
    422 MAIN STREET
    SUITE 203
    JOHNSTOWN,PA15901
    NONE PC CONTRIBUTION 2015 (JOHNSTOWN AREA) 5,000
    UNITED WAY OF MIFFLIN-JUNIATA
    13 EAST THIRD STREET
    LEWISTOWN,PA17044
    NONE PC CONTRIBUTION 2015 1,500
    LYCOMING COUNTY UNITED WAY
    33 WEST THIRD STREET
    WILLIAMSPORT,PA17701
    NONE PC CONTRIBUTION 2015 1,000
    COMMUNITY FOUNDATION FOR THE TWIN T
    104 W LOCKHART ST
    UNIT 2
    SAYRE,PA18840
    NONE PC CONTRIBUTION 2015 500
    UNITED WAY OF CRAWFORD COUNTY
    415 CHESSTNUT STREET
    PO BOX 554
    MEADVILLE,PA16335
    NONE PC CONTRIBUTION 2015 3,000
    CAMERON COUNTY COMMUNITY CHEST
    PO BOX 134
    EMPORIUM,PA15834
    NONE PC CONTRIBUTION 2015 2,420
    EPIC - EVERY PERSON INFLUENCES CHIL
    100 MAIN STREET
    BUFFALO,NY14202
    NONE PC TO HELP FUND "PARENTING YOUNG CHILDR 2,000
    HOPE INITIATIVES CDC INCORPORATED
    506 WEST BROAD STREET
    ROCHESTER,NY14608
    NONE PC TO HELP PROVIDE JOBS AND TRAINING SK 8,500
    ITALIAN-AMERICAN CHARITY GOLF ASSOC
    PO BOX 352
    JAMETOWN,NY14702
    NONE PC HEALTH/HUMAN SERVICES 1,500
    JAMESTOWN COMMUNITY LEARNING COUNCI
    C/O LINCOLN SCHOOL 301 F
    JAMESTOWN,NY14701
    NONE PC TO FUND PARENTS AS TEACHERS HOME VIS 8,500
    SERVICE COLLABORATIVE OF WNY
    173 ELM STREET
    BUFFALO,NY14203
    NONE PC YOUTH DEVELOPMENT 8,000
    SPIRITUS CHRISTI PRISON OUTREACH I
    934 CULVER ROAD
    ROCHESTER,NY14609
    NONE PC JENNIFER HOUSE PROGRAM-HOUSES WOMEN 5,000
    ST MARYS AREA UNITED WAY
    44 SOUTH ST MARYS STREET
    ST MARYS,PA15857
    NONE PC CONTRIBUTION 2015 1,700
    WCA FOUNDATION INC
    PO BOX 840
    JAMESTOWN,NY14701
    NONE PC CONTRIBUTION 2015 2,500
    CHAUTAUQUA REGION COMMUNITY FOUNDAT
    418 SPRING STREET
    JAMESTOWN,NY14701
    NONE PC TO HELP UNDERPRIVILEGED CHILDREN REA 1,500
    TRUE COMMUNITY DEVELOPMENT CORPORAT
    594 WINSLOW AVENUE
    BUFFALO,NY14211
    NONE PC AFFORDABLE HOUSING 5,000
    UNITED WAY OF SOUTHERN CHAUTAUQUA C
    413 NORTH MAIN STREET
    JAMESTOWN,NY14701
    NONE PC CONTRIBUTION 2015 19,000
    VISION BEYOND SIGHT FOUNDATION INC
    1176 MAIN STREET
    BUFFALO,NY14209
    NONE PC TO HELP PURCHASE CRITICAL EQUIPMENT 4,000
    CLARION COUNTY HOSPITAL
    1 HOSPITAL DRIVE
    CLARION,PA16214
    NONE PC 4TH CHECK OF 5-YEAR GRANT, CANCER CE 20,000
    CASA OF MCKEAN COUNTY
    500 WEST MAIN STREET
    SMETHPORT,PA16749
    NONE PC FINAL CHECK OF 2-YEAR GRANT, PROVIDE 12,500
    LUTHERAN SENIOR LIFE
    401 SOUTH MAIN STREET
    ZELIENOPLE,PA16063
    NONE PC 4TH CHECK OF 5-YEAR GRANT, RETIREMEN 15,000
    FOXDALE VILLAGE CORPORATION
    500 EAST MARYLYN AVENUE
    STATE COLLEGE,PA16801
    NONE PC 2ND CHECK OF 3-YEAR GRANT, THERAPY P 4,000
    FOUNDATION FOR MOUNT NITTANY MEDICA
    1800 EAST PARK AVENUE
    STATE COLLEGE,PA16803
    NONE PC 2ND CHECK OF 3-YEAR GRANT, EQUIPMENT 5,000
    CHRIC
    2 ACADEMY STREET
    MAYVILLE,NY14757
    NONE PC CONTRIBUTION 2015 2,500
    CLEARFIELD SOCCER ASSOCIATION INC
    PO BOX 886
    CLEARFIELD,PA16830
    NONE PC YOUTH DEVELOPMENT 3,136
    HOUSING ALLIANCE OF PA
    309 FLORENCE AVE 914 N
    JENKINTOWN,PA19046
    NONE PC TO HELP FUND THE HOMES WITHIN REACH 3,500
    MCKEAN COUNTY HABITAT FOR HUMANITY
    PO BOX 292
    BRADFORD,PA16701
    NONE PC CONTRIBUTION 2015 2,500
    NEIGHBOR WORKS ROCHESTER
    570 SOUTH AVENUE
    ROCHESTER,NY14620
    NONE PC CONTRIBUTION 2015 2,500
    PATHSTONE
    400 EAST AVENUE
    ROCHESTER,NY14607
    NONE PC CONTRIBUTION 2015 2,500
    SPECIAL OLYMPICS PENNSYLVANIA INC
    2570 BLVD OF THE GENERALS
    SUITE 124
    NORRISTOWN,PA19403
    NONE PC PATERNO FAMILY STADIUM 2,500
    THE SALVATION ARMY OF LOCK HAVEN
    119 EAST CHURCH STREET
    PO BOX 536
    LOCK HAVEN,PA17745
    NONE PC PROVIDE AT-RISK YOUTH WITH AFTER SCH 3,000
    YMCA OF CENTRE COUNTY
    125 W HIGH ST
    BELLEFONTE,PA16823
    NONE PC HELP FUND NEW PROGAM CENTER 3,000
    CHAUTAUQUA LAKE COMMUNITY SAILING F
    PO BOX 291
    LAKEWOOD,NY14750
    NONE PC YOUTH DEVELOPMENT 1,500
    UNITED FUND OF CORRY
    PO BOX 145
    CORRY,PA16407
    NONE PC CONTRIBUTION 2015 700
    UNITED WAY OF GREATER LORAIN COUNTY
    1875 N RIDGE ROAD E
    LORAIN,OH44055
    NONE PC CONTRIBUTION 2015 5,000
    UNITED WAY OF THE BRADFORD AREA IN
    161 MAIN STREET
    BRADFORD,PA16701
    NONE PC CONTRIBUTION 2015 4,618
    UNITED WAY OF VENANGO COUNTY
    1999 ALLEGHENY BLVD PO
    RENO,PA16343
    NONE PC CONTRIBUTION 2015 4,500
    COMMUNITY PARK ASSOCIATION INC
    111 WEST NEW CASTLE STREE
    ZELIENOPLE,PA16063
    NONE PC FINAL CHECK OF 3-YEAR GRANT, SPLIT W 20,000
    ERIE ART MUSEUM
    411 STATE STREET
    ERIE,PA16501
    NONE PC FINAL CHECK OF 5-YEAR GRANT, BUILDIN 5,000
    PITTSBURGH MUSICAL THEATER
    327 SOUTH MAIN STREET
    PITTSBURGH,PA15220
    NONE PC FINAL CHECK OF 3-YEAR GRANT, PURCHAS 5,000
    LAKEWOOD MEMORIAL LIBRARY
    12 WEST SUMMIT STREET
    LAKEWOOD,NY14750
    NONE PC FINAL CHECK OF 3-YEAR GRANT, PROVIDE 3,000
    COMMUNITY ACTION SOUTHWEST (CAS)
    150 WEST BEAU STREET
    SUITE 304
    WASHINGTON,PA15301
    NONE PC FINAL CHECK OF 5-YEAR GRANT, STRATEG 10,000
    UNITED WAY OF ERIE COUNTY
    420 WEST 6TH STREET
    ERIE,PA16507
    NONE PC CONTRIBUTION 2015 21,000
    ARMSTRONG HABITAT FOR HUMANITY
    106 S JEFFERSON STREET
    KITTANNING,PA16201
    NONE PC AFFORDABLE HOUSING 2,500
    ASHTABULA HOMELESS SHELTER INC SAM
    4125 STATION AVE
    PO BOX 743
    ASHTABULA,OH44004
    NONE PC CONTRIBUTION 2015 2,500
    BALTIMORE NEIGHBORHOODS INC
    2530 N CHARLES STREET
    SUITE 200
    BALTIMORE,MD21218
    NONE PC BENEFITS THE UNFORTUNATE/DISADVANTAG 2,500
    BEATITUDE HOUSE
    3404 LAKE AVENUE
    ASHTABULA,OH44004
    NONE PC QUALITY OF LIFE IMPROVEMENT 2,500
    CHAUTAUQUA OPPORTUNITIES
    17 COURTNEY STREET
    DUNKIRK,NY14048
    NONE PC AFFORDABLE HOUSING 1,000
    COMMUNITY ACTION ORGANIZATION OF ER
    70 HOWARD PLACE
    BUFFALO,NY14209
    NONE PC BENEFITS THE UNFORTUNATE/DISADVANTAG 2,500
    COMMUNITY ACTION SOUTHWEST (CAS)
    150 WEST BEAU STREET
    SUITE 304
    WASHINGTON,PA15301
    NONE PC BENEFITS THE UNFORTUNATE/DISADVANTAG 2,500
    GREATER ERIE COMMUNITY ACTION COMMI
    18 WEST 9TH STREET
    ERIE,PA16501
    NONE PC BENEFITS THE UNFORTUNATE/DISADVANTAG 2,500
    GROWTH PATNERSHIP FOR ASHTABULA COU
    17 NORTH MARKET STREET
    JEFFERSON,OH44047
    NONE PC ECONOMIC DEVELOPMENT, REDEVELOPMENT, 2,500
    HABITAT FOR HUMANITY CHAUTAUQUA COU
    2 ACADEMY STREET 4
    MAYVILLE,NY14757
    NONE PC AFFORDABLE HOUSING 2,500
    HABITAT FOR HUMANITY OF CENTRE COUN
    1155 ZION ROAD
    BELLEFONTE,PA16823
    NONE PC AFFORDABLE HOUSING 2,500
    HABITAT FOR HUMANITY OF LYCOMING CO
    335 ROSE STREET
    WILLIAMSPORT,PA17701
    NONE PC AFFORDABLE HOUSING 2,500
    HABITAT FOR HUMANITY OF THE CHESAPE
    3741 COMMERCE DR 311
    HALETHORPE,MD21227
    NONE PC AFFORDABLE HOUSING 2,500
    HABITAT FOR HUMANITY OF WARREN COUN
    PO BOX 1473
    WARREN,PA16365
    NONE PC AFFORDABLE HOUSING 2,500
    HABITAT FOR HUMANITY OF YORK COUNTY
    335 SEWARD STREET
    YORK,PA17404
    NONE PC AFFORDABLE HOUSING 2,500
    HABITAT FOR HUMANITY PENNSYLVANIA
    443 FAIRVIEW AVENUE
    LANCASTER,PA17603
    NONE PC AFFORDABLE HOUSING 1,500
    JOHNSTOWN UNITED METHODIST PARISH
    510 LOCUST STREET
    JOHNSTOWN,PA15901
    NONE PC BENEFITS THE UNFORTUNATE/DISADVANTAG 2,500
    THE FAIR HOUSING COUNCIL OF THE CAP
    2100 NORTH 6TH STREET
    HARRISBURG,PA17110
    NONE PC AFFORDABLE HOUSING 2,500
    TRUE COMMUNITY DEVELOPMENT CORPORAT
    594 WINSLOW AVENUE
    BUFFALO,NY14211
    NONE PC AFFORDABLE HOUSING 2,500
    AVONWORTH ATHLETIC ASSOCIATION
    408 CRIMSON DRIVE
    PITTSBURGH,PA15237
    NONE PC 1ST CHECK OF 2-YEAR GRANT, YOUTH DEV 31,500
    TITUSVILLE AREA UNITED WAY
    PO BOX 401
    TITUSVILLE,PA16354
    NONE PC CONTRIBUTION 2015 1,800
    UNITED FUND OF WARREN COUNTY
    305 THIRD AVENUE
    WARREN,PA16365
    NONE PC CONTRIBUTION 2015 50,000
    ERIE COMMUNITY FOUNDATION - ERIE GI
    459 W 6TH STREET
    ERIE,PA16507
    NONE PC BENEFITS THE UNFORTUNATE/DISADVANTAG 20,000
    PENN BRAD OIL MUSEUM
    PO BOX 365
    CUSTER CITY,PA16725
    NONE PC EDUCATION 5,000
    SECOND HARVEST FOOD BANK OF NORTHWE
    1507 GRIMM DRIVE
    ERIE,PA16501
    NONE PC 9,000 MOBILE FOOD PANTRY, HEALTHY 10,500
    Total .................................bullet 3a 1,011,908
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ...........
        14 61  
    4 Dividends and interest from securities....     14 728,678  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property
             
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory ............
             
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   728,739  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13728,739
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2015)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2015 AccountingFeesSchedule
    Name:
    NORTHWEST CHARITABLE FOUNDATION
    EIN:
    27-1403629
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 2,723 272   2,451

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    NORTHWEST CHARITABLE FOUNDATION
    EIN:
    27-1403629
    Name of Stock End of Year Book Value End of Year Fair Market Value
    NORTHWEST BANCSHARES INC. 12,775,650 17,106,595

    TY 2015 InvestmentsOtherSchedule2
    Name:
    NORTHWEST CHARITABLE FOUNDATION
    EIN:
    27-1403629
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    FEDERATED PRIME CASH OBLIGATION 851 AT COST 1,437,787 1,437,787
    MUTUAL FUNDS AT COST 1,120,312 1,111,582

    TY 2015 OtherProfessionalFeesSchedule
    Name:
    NORTHWEST CHARITABLE FOUNDATION
    EIN:
    27-1403629
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 18,861 18,861    


    TY 2015 TaxesSchedule
    Name:
    NORTHWEST CHARITABLE FOUNDATION
    EIN:
    27-1403629
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX 7,000