| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| ACCOUNTING FEES | 5,112 | 0 | 5,112 |
| Grantee's Name | Grantee's Address | Grant Date | Grant Amount | Grant Purpose | Amount Expended By Grantee | Any Diversion By Grantee? | Dates of Reports By Grantee | Date of Verification | Results of Verification |
|---|---|---|---|---|---|---|---|---|---|
|
BETTY ESPER SPIRIT OF CHRISTMAS |
221 EAST SEVENTH AVENUE HOMESTEAD,PA15120 |
2021-10-04 | 7,000 | UNDERWRITE THE COST OF THE STEEL VALLEY CHRISTMAS PARADE, HOMESTEAD COMMUNITY DAYS AND OTHER HOMESTEAD BOROUGH ACTIVITIES. | 7,000 | NO | REPORT NOT RECEIVED PRIOR TO YEAR-END | ALL OF THESE FUNDS WERE EXPENDED BY THE ORGANIZATION AND USED FOR THEIR INTENDED PURPOSE. | |
|
WEST HOMESTEAD VOLUNTEER FIRE COMPANY |
445 W 8TH AVENUE HOMESTEAD,PA15120 |
2021-12-15 | 75,000 | TO CONTINUE TO UPGRADE FIREFIGHTING PROTECTIVE AND MECHANICAL EQUIPMENT AS WELL AS SUPPORT FIREFIGHTER TRAINING TO BETTER SERVE THE RESIDENTS OF STEEL VALLEY AND THE SURROUNDING COMMUNITIES. | 75,000 |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| MARKETABLE SECURITIES - STOCK | 3,424,450 | 3,292,329 |
| Description | Amount |
|---|---|
| ADJUST FOR PRIOR YEAR BALANCE | 181,982 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| EXCISE TAX | 123 | 0 | 0 |