Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$17,853,495
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 right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,070,066 1,070,066  
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........ 1,070,066 1,070,066  
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)....... 1,923 1,923    
c Other professional fees (attach schedule).... 16,991 16,991    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 12,766      
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.......... 31,680 18,914   0
25 Contributions, gifts, grants paid....... 978,650 978,650
26 Total expenses and disbursements. Add lines 24 and 25 1,010,330 18,914   978,650
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 59,736
b Net investment income (if negative, enter -0-) 1,051,152
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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.............      
2 Savings and temporary cash investments......... 10,948 17,609 17,609
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
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 attachment
List of Attached Documents:
// Content
12,775,650
16,851,082
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 921,989 Click to see attachment
List of Attached Documents:
// Content
975,064
984,804
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 13,708,587 13,768,323 17,853,495
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 right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 13,708,587 13,768,323
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 13,708,587 13,768,323
30 Total liabilities and net assets/fund balances (see instructions). 13,708,587 13,768,323
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
13,708,587
2
Enter amount from Part I, line 27a .....................
2
59,736
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
13,768,323
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
13,768,323
Form 990-PF (2024)
Form 990-PF (2024)
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
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 14,611
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 14,611
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 14,611
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 13,323
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 13,323
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 1,288
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-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 the instructions
for the 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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowPA
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 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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
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 addressright arrowN/A
14
The books are in care ofright arrowT KAY EADIE Telephone no.right arrow (814) 728-7260

Located atright arrow100 LIBERTY STREETWARRENPA ZIP+4right arrow16365
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2024? .............
1d
 
 
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-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:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
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
TIM FANNIN DIRECTOR
000.00
0 0 0
100 LIBERTY STREET
WARREN,PA16365
JOHN P MEEGAN DIRECTOR
000.00
0 0 0
100 LIBERTY STREET
WARREN,PA16365
LOUIS J TORCHIO PRESIDENT
000.00
0 0 0
100 LIBERTY STREET
WARREN,PA16365
T KAY EADIE SECRETARY
000.00
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...................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
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.............right arrow  
Part VIII-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 VIII-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.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
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
16,714,436
b
Average of monthly cash balances.......................
1b
406,212
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
17,120,648
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
17,120,648
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
256,810
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
16,863,838
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
843,192
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
843,192
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
14,611
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
14,611
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
828,581
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
828,581
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
828,581
Part XI
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
978,650
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
978,650
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2023
(c)
2023
(d)
2024
1 Distributable amount for 2024 from Part X, line 7 828,581
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 62,265
b From 2020...... 399,601
c From 2021...... 93,028
d From 2022...... 126,625
e From 2023...... 210,049
f Total of lines 3a through e ........ 891,568
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 978,650
a Applied to 2023, but not more than line 2a  
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 2024 distributable amount..... 828,581
e Remaining amount distributed out of corpus 150,069
5 Excess distributions carryover applied to 2024.    
(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 1,041,637
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 ..........
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) .......
 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ...
62,265
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
979,372
10 Analysis of line 9:
a Excess from 2020.... 399,601
b Excess from 2021.... 93,028
c Excess from 2022.... 126,625
d Excess from 2023.... 210,049
e Excess from 2024.... 150,069
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2024, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
Supplementary Information (Complete this part only if the foundation 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 right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
Page 11
Part XIV
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
412 FOOD RESCUE


6140 STATION ST
PITTSBURGH,PA15206
  PC PROGRAM FUNDING 2,000
412 THRIVE


44 WOOD CREST DR
PITTSBURGH,PA15234
  PC PROGRAM SUPPORT 2,500
716 SQUASH


PO BOX 372
BUFFALO,NY14207
  PC PROGRAM FUNDING 3,500
8TWELVE COALITION


1424 S HOYT AVE
MUNCIE,IN47302
  PC NEIGHBORHOOD REVITALIZATION FUNDING 1,000
A ROSIE PLACE FOR CHILDREN


53131 QUINCE RD
SOUTH BEND,IN46628
  PC MEDICAL EQUIPMENT AND SUPPLY FUNDING 1,500
ACTIVE AGING INC


999 SOUTH MAIN STREET
MEADVILLE,PA16335
  PC NEW FACILITY PROPERTY PURCHASE FUNDI 5,000
ALZHEIMER'S ASSOCIATION GREATER IN


50 91ST ST
STE 100
INDIANAPOLIS,IN46240
  PC WALK TO END ALZHEIMERS SPONSORSHIP 2,500
AMERICAN CANCER SOCIETY


206 WALKER AVENUE
WARREN,PA16365
  PC DISCOVERY BALL SPONSORSHIP -5,000
AUXILLIARY OF THE WGH


2 CRESCENT PARK
WARREN,PA16365
  PC 2024 WGH GALA BRONZE LEVEL SPONSORSH 750
BELMONT HOUSING FINANCIAL EDUCATION


2393 MAIN ST
BUFFALO,NY14214
  PC JEFFERSON STREET PROJECT 18,000
BELMONT HOUSING RESOURCES FOR WNY


2393 MAIN ST
BUFFALO,NY14214
  PC HOUSING ASSISTANCE AND FINANCIAL COU 20,000
BIG 30 CHARITIES CLASSIC


PO BOX 82
BRADFORD,PA16701
  PC SPONSORSHIP 6,000
BIG BROTHERS BIG SISTERS OF GREATE


5989 CENTRE AVE 1
PITTSBURGH,PA15206
  PC THE BIG BASH 2023 SPONSORSHIP 10,000
BIG BROTHERS BIG SISTERS CENTRAL IN


1433 N MERIDIAN ST
INDIANAPOLIS,IN46202
  PC THE MAIN EVENT APEX SPONSORSHIP 5,000
BIG BROTHERS BIG SISTERS NE INDIANA


1005 W RUDISILL BLVD
FORT WAYNE,IN46807
  PC PROGRAM FUNDING 2,000
BISHOP SHEEN HOUSING FOUNDATION IN


150 FRENCH ROAD
ROCHESTER,NY14618
  PC EMERGENCY HOME REPAIR FUNDING 1,500
BISON CHILDREN'S SCHOLARSHIP FUND


284 DELAWARE AVE
BUFFALO,NY14202
  PC SCHOLARSHIP FUNDING 2,500
BLESSING HOUSE


5440 GROVE AVE
LORAIN,OH44055
  PC PROGRAM FUNDING 1,477
BLUEPRINTS


150 W BEAU ST
WASHINGTON,PA15301
  PC MATCH SAVINGS ACCOUNT PROGRAM FUND 2,350
BOTTLE WORKS


413 3RD AVE
JOHNSTOWN,PA15906
  PC INSTRUCTOR FEES, SUPPLIES AND SCHOLA 5,000
BOY AND GIRLS CLUB OF MUNCIE


1710 S MADISON ST
MUNCIE,IN47302
  PC PROGRAM FUNDING 2,500
BOYS AND GIRLS CLUB BUFFALO


282 BABCOCK STREET
BUFFALO,NY14210
  PC INSPIRING GREAT FUTURE CONCERT AND D 10,000
BOYS AND GIRLS CLUB OF ELKHART COUN


PO BOX 614
GOSHEN,IN46527
  PC BBQ AND BREQ SPONSORSHIP 5,000
BRADFORD CREATIVE AND PEFORMING ART


119 MAIN STREET PO BOX 15
BRADFORD,PA16701
  PC SUMMER NIGHTS IN THE SQUARE SPONSORS 1,500
BRADFORD ECUMENICAL HOME


100 ST FRANCIS DR
BRADFORD,PA16701
  PC FACILITY ENHANCEMENT FUNDING 10,000
BRADFORD EDUCATIONAL FOUNDATION


300 CAMPUS DRIVE
BRADFORD,PA16701
  PC BUILDING DONATION 40,000
BRADFORD HOSPITAL FOUNDATION


116 INTERSTATE PKWY
BRADFORD,PA16701
  PC 2024 PULSE OF THE COMMUNITY GALA SPO 2,500
BREADWINNERS ACADEMY


JOHN CARROLL BLVD
CLEVELAND,OH44118
  PC PROGRAM FUNDING 1,000
BRIDGE BUILDERS COMMUNITY FOUNDATIO


206 SENECA ST
OIL CITY,PA16301
  PC SCHOLARSHIPS FUNDING 5,000
BUFFALO NIAGARA PARTNERSHIP


257 WEST GENESEE ST
BUFFALO,NY14203
  PC MEMBERSHIP DUES 6,032
BUFFALO URBAN LEAGUE


15 GENESSE ST
BUFFALO,NY14203
  PC ANNUAL GALA SPONSORSHIP 26,000
CAC OF RANDOLPH COUNTY


218 W PEARL STREET
UNION CITY,IN47390
  PC PROGRAM FUNDING 1,000
CAMERON COUNTY COMMUNITY CHEST


PO BOX 135
EMPORIUM,PA15834
  PC ANNUAL CAMPAIGN CONTRIBUTION 2,500
CAMERON COUNTY OUTDOOR YOUTH ACTIVI


174 NICKLER ROAD
EMPORIUM,PA15834
  PC PROGRAM FUNDING 2,500
CAPSEA


28 MORGAN AVE
RIDGWAY,PA15853
  PC STRUCTURAL BUILDING RENOVATIONS 2,500
CARDINAL OHARA HIGH SCHOOL


39 OHARA RD
TONAWANDA,NY14150
  PC HAWK-TION EVENT SPONSORSHIP 1,000
CARE COUNCIL


905 4TH AVENUE
WARREN,PA16365
  PC 2024 SENIOR EXPO SPONSORSHIP 500
CENTER FOR COMMUNITY RESOURCES


212-214 S MAIN ST
BUTLER,PA16001
  PC SCHOLARSHIP FUNDING 500
CENTER FOR FAMILY SERVICES


213 W CENTER STREET
MEADVILLE,PA16335
  PC EMERGENCY ASSISTANCE PROGRAM FUNDING 1,091
CENTRE HALL FIRE COMPANY


134 WITMER AVE POBOX 470
CENTRE HALL,PA16828
  PC PROGRAM FUNDING 10,000
CENTRE SAFE


140 W NITTANY AVENUE
STATE COLLEGE,PA16801
    PROGRAM SUPPORT 5,000
CHASING SUNSETS


PO BOX 166
MODOC,IN47358
  PC PROGRAM FUNDING 1,000
CHAUTAUQUA INSTITUTUTE


PO BOX 28
CHAUTAUQUA,NY14722
    2024 PROGRAM SPONSORSHIP 4,000
CHAUTAUQUA LAKE COMM SAILING FOUNDA


PO BOX291
LAKEWOOD,NY14750
  PC PROGRAM FUNDING 1,500
CHAUTAUQUA REGION COMM FOUNDATION


418 SPRING ST
JAMESTOWN,NY14701
  PC RAM CLINIC SPONSORSHIP 2,500
CHILD FAMILY SERVICES OF ERIE COUNT


330 DELAWARE AVENUE
BUFFALO,NY14202
  PC TOYLAND FUNDING 1,000
CITY OF FRANKLIN


430 13TH STREET
FRANKLIN,PA16323
  PC SMALL BUSINESS JUMPSTART ENTREPRENEU 1,000
CLASSROOM CONNECTIONS OF ECI


1318 S MADISON ST
MUNCIE,IN47302
  PC SCHOOL SUPPLY AND TEACHER SUPPORT FU 2,500
CLEARFIELD AREA UNITED WAY


18 N 2ND ST 4
CLEARFIELD,PA16830
  PC ANNUAL CAMPAIGN SUPPORT 3,000
CLINTON COUNTY COMMUNITY FOUNDATION


PO BOX 652
LOCK HAVEN,PA17745
  PC COMMUNITY IMPACT FUNDING 2,500
COMMONWEALTH CHARITABLE MANAGEMENT


270 LAKE AVE
MONTROSE,PA18801
  PC ENGAGE - INDIANA 396
COMMUNITY DEVELOPMENT FOR ALL PEOPL


946 PARSONS AVE
COLUMBUS,OH43206
  PC FACILITY UPDATES AND PROGRAM FUNDING 5,000
COMMUNITY FOUNDATION OF WARREN COUN


310 2ND AVENUE SUITE 1
WARREN,PA16365
  PC SPONSORSHIP 15,000
COMMUNITY KITCHEN OF MONROE COUNTY


1515 S ROGERS ST
BLOOMINGTON,IN47403
  PC MEAL FUNDING 500
COMMUNITY MISSION OF NIAGARA FRONTI


1570 BUFFALO AVE
NIAGARA FALLS,NY14303
  PC PROGRAM FUNDING 3,000
CORRY AREA UNITED FUND


221 N CENTER ST ROOM 101
CORRY,PA16407
  PC ANNUAL CAMPAIGN FUNDING 1,000
CRIME VICTIM CENTER OF ERIE COUNTY


125 W 18 TH ST
ERIE,PA16501
  PC PROGRAM FUNDING 1,500
CROSSROADS UNITED WAY


601 COUNTY RD 17
ELKHART,IN46516
  PC 2023 GREAT CARDBOARD BOAT RACE SPONS 3,000
CULTIVATE FOOD RESCUE


1403 PRAIRIE AVE
SOUTH BEND,IN46613
  PC PROGRAM FUNDING 2,400
CURWENSVILLE AREA SCHOOL DIST


650 BEECH ST
CURWENSVILLE,PA16833
  PC YOUTH DEVELOPMENT PROGRAM FUNDING 4,055
DESTINATIONS - BRADFORD


1 MAIN ST
BRADFORD,PA16701
  PC SPONSORSHIP 1,000
DICKINSON CENTER


43 SERVIDEA DR
RIDGWAY,PA15853
  PC ST. MARYS CAPITAL CAMPAIGN 20,000
DIXIE STERNWHEELER INC


403 S DIXIE DR
NORTH WEBSTER,IN46555
  PC REPAIR/UPGRADE PROJECT FUNDING 1,000
DRESS FOR SUCCESS INDIANAPOLIS


820 N MERIDIAN ST
INDIANAPOLIS,IN46256
  PC PEARL SOCIETY VISIONARY MEMBERSHIP 2,500
DUBOIS AREA UNITED WAY


223 S JARED ST
DUBOIS,PA15801
  PC ANNUAL COMPAIGN SUPPORT 2,950
ECO REHAB OF MUNCIE


723 S COUNCIL ST
MUNCIE,IN47305
  PC PROGRAM FUNDING 3,000
EL BATEY INC


289 DEWITT ST
BUFFALO,NY14213
  PC PUERTO RICO TRIP SPONSORSHIP 1,500
ELLEN CURRY FOUNDATION


606 HOLLAND ST
ERIE,PA16501
  PC ELLEN CURRY GOLF OPEN SPONSORSHIP 1,500
ERIE'S BLACK WALL STREET


650 EAST AVE SUITE 113
ERIE,PA16503
  PC PROGRAM FUNDING 2,500
ERIE DAWN


2816 ELMWOOD AVE
ERIE,PA16508
  PC PROGRAM SPONSORSHIP 5,000
ERIE LIONS CLUB


2545 W 26TH ST
ERIE,PA16505
  PC SAVE AN EYE CHARITY FOOTBALL GAME SP 2,500
ERIE REG CHAMBER GROWTH PARTNERSH


208 E BAYFRONT PKWY
ERIE,PA16507
  PC ERIE FORWARD 20,000
ERIE UNITED METHODIST ALLIANCE


1033 E 26TH ST
ERIE,PA16504
  PC HOMELESS SHELTER AND BASIC NECESSITY 5,000
ERIN'S PURPOSE


550 W SPRING ST
BLOOMFIELD,IN47424
  PC PROGRAM FUNDING 1,500
FAMILY COMMUNITY CHRISTIAN ASSOCI


378 CHESTNUT ST
MEADVILLE,PA16335
  PC FUNDING 10,000
FEED MY SHEEP MUNCIE INC


PO BOX 145
YORKTOWN,IN47396
  PC PROGRAM FUNDING 250
FEEDING PENNSYLVANIA


20 ERFORD RD SUITE 215
LEMOYNE,PA17043
  PC FILL A GLASS WITH HOPE EVENT SPONSOR 1,000
FIREFIGHTER ARNO MEMORIAL FOUND IN


302 2ND ST AOT 7D
BROOKLYN,NY11215
    2024 FAM FOUNDATION COOKOUT SPONSORS 1,000
FIRST SHILOH YOUTH FOUNDATION INC


15 PINE ST
BUFFALO,NY14204
    STEAM DISCOVERY CAMP FUNDING 1,500
FLOWER CITY HABITAT FOR HUMANITY


755 CULVER RD
ROCHESTER,NY14609
  PC PROGRAM FUNDING 3,500
FOGLEMAN'S WOUNDED WARRIOR MUSIC FE


438 E MAIN ST
ANNVILLE,PA17003
  PC 2024 EVENT SPONSORSHIP 500
FOOD HELPERS


909 NATIONAL PIKE WEST
BROWNSVILLE,PA15417
  PC PROGRAM FUNDIND AND SPONSORSHIP 16,000
FOUNDATION FOR FREE ENTERPRISE EDUC


3076 W 12TH ST
ERIE,PA16505
  PC SPONSORSHIP 1,400
FRANKLIN YMCA


111 W PARK ST
FRANKLIN,PA16323
  PC ANNUAL CAMPAIGN SUPPORT 1,000
FRATERNAL ORDER OF POLICE NO 83


PO BOX 15
WARREN,PA16365
  PC SHOP WITH A COP FUNDING 3,000
FRENCH CREEK DISTRICT DEVELOPMENT C


798 BESSEMER ST
MEADVILLE,PA16335
  PC FRENCH CREEK DISTRICT INITIATIVE 10,000
GENESIS HOUSE


3575 ELYRIA AVE
LORAIN,OH44055
  PC PROGRAM FUNDING 1,000
GIRLS ON THE RUN MICHIANA


51160 BITTERSWEET RD 202
GRANGER,IN46530
  PC PROGRAM FUNDING 1,000
GOOD KNIGHTS OF LORAIN COUNTY


1935 WILLIAMSBURG DRIVE
AMHERST,OH44001
  PC PROGRAM FUNDING 10,000
GREATER ERIE AREA HABITAT FOR HUMAN


4922 PITTSBURG AVE
ERIE,PA16509
  PC PROGRAM FUNDING 3,000
GREATER MUNCIE HABITAT FOR HUMANITY


1420 S HOYT AVENUE
MUNCIE,IN47302
  PC DREAM BUILDERS SOCIETY EVENT SPONRSH 5,000
GREATER PITTSBURGH COMMUNITY FOOD B


1 N LINDEN ST
DUQUESNE,PA15110
  PC OPERATIONAL FUNDING 2,000
GROUNDED STRATEGIES


6587 HAMILTON AVE
PITTSBURGH,PA15206
  PC FUNDING -5,000
HABITAT FOR HUMANITY CLEARFIELD COU


PO BOX 463
DUBOIS,PA15801
  PC PROGRAM FUNDING 500
HABITAT FOR HUMANITY MID OHIO


SUITE 400
COLUMBUS,OH43219
  PC PROGRAM FUNDING 5,000
HABITAT FOR HUMANITY OF CENTRE COUN


1155 ZION RD
BELLEFONTE,PA16823
  PC PROGRAM FUNDING 5,000
HABITAT FOR HUMANITY OF KOSCIUSKO C


PO BOX 1913
WARSAW,IN46581
  PC PROGRAM FUNDING 2,000
HABITAT FOR HUMANITY OF MONROE COUN


213 E KIRKWOOD AVE
BLOOMINGTON,IN47408
  PC PROGRAM FUNDING 500
HEMPFIELD FOUNDATION


200 CHURCH ST
LANDISVILLE,PA17538
  PC SCHOLARSHIP FUNDING 2,500
HERSHEY FOOD BANK COMM OUTREACH


120 E DERRY RD
HERSHEY,PA17033
  PC PROGRAM FUNDING 1,500
HORSES OF HOPE INC


PO BOX 94
LOCK HAVEN,PA17745
  PC HEROES AND HORSES SPONSORSHIP 2,500
HOSPICE FOUNDATION


225 COMO PARK BLVD
BUFFALO,NY14227
  PC PROGRAM FUNDING 2,000
HOUSING ALLIANCE OF PA


309 FLORENCE AVENUE SUIT
JENKINTOWN,PA17044
  PC SPONSORSHIP 1,500
HOUSING AUTHORITY COUNTY OF BUTLER


111 S CLIFF ST APT 2C3
BUTLER,PA16001
  PC ANNUAL SCHOLARSHIP FUNDING 1,000
HOUSING TRANSITIONS INC


217 EAST NITTANY AVENUE
STATE COLLEGE,PA16801
  PC PROGRAM FUNDIGN 5,000
IMANI CHRISTIAN ACADEMY


2150 E HILLS DR
PITTSBURGH,PA15221
  PC SCHOLARSHIP FUNDING 7,500
INDIANA BLACK EXPO - MUNCIE CHAPTER


PO BOX 2412
MUNCIE,IN47307
  PC PROGRAM FUNDING 5,000
INDY ARTS COUNCIL


924 N PENNSYLVANIA ST
INDIANAPOLIS,IN46204
  PC START WITH ART PROGRAM SPONSORSHIP 4,000
INPREM HOLISTIC COMMUNITY RESOURCE


5757 KARL RD
COLUMBUS,OH43229
  PC PROGRAM FUNDING 5,000
INTANDEM


1439 BUFFALO STREET
OLEAN,NY14760
  PC PROGRAM FUNDING 2,500
IROQUOIS SCHOOL DISTRICT FOUNDATION


800 TYNDALL AVENUE
ERIE,PA16511
  PC SCHOLARSHIPS FUNDING 1,000
ISIAH 117 HOUSE


11 MUNCIPAL DR STE 150
FISHERS,IN46038
  PC PROGRAM FUNDING 500
IZZIT ORG


2002 FILMORE AVE
ERIE,PA16506
  PC PROGRAM FUNDING 2,500
JEFFERSON DEFREES FAMILY CENTER


207 SECOND AVE
WARREN,PA16365
  PC TOUCH A TRUCK EVENT FUNDING 1,000
JOHN F KENNEDY CENTER


2700 F ST NW
WASHINGTON,DC20566
  PC GYM FACILITY UPGRADE FUNDING 2,500
JUNIOR ACHIEVEMENT OF WNY


500 CORPORATE PARKWAY
AMHERST,NY14226
  PC PROGRAM SPONSORSHIP 10,000
KANE AREA REVITAL ENTERPRISE KARE


56 N FRALEY ST
KANE,PA16735
  PC PROGRAM FUNDING 2,000
KANE AREA UNITED FUND


63 NORTH FRALEY ST
KANE,PA16735
  PC ANNUAL CAMPAIGN CONTRIBUTION 1,000
KEYSTONE COMMUNITY EDUCATION COUNCI


206 SENECA ST 3RD FLOOR
OIL CITY,PA16301
  PC SMALL BUSINESS JUMPSTART FUNDING 1,000
KOSCIUKO ECONOMIC DEVELOPMENT CORP


207 S BUFFALO ST
WARSAW,IN46580
  PC ECONOMIC DEVELOPMENT EFFORT FUNDING 5,000
LA PROMESA FOUNDATION


7746 DOMINICK DR
IRWIN,PA15642
  PC ANNUAL CELEBRITY CHARITY BASKETBALL 5,000
LAFAYETTE FIRE COMPANY


63 LAFAYETTE WAY
LANCASTER,PA17602
  PC LADDER TRUCK REPLACEMENT FUNDING 2,500
LANCASTER CITY ALLIANCE


115 EAST KING STREET
LANCASTER,PA17602
  PC OUTREACH SPELIALIST FUNDING 5,000
LANCASTER COUNTY FOOD HUB


101 EAST MAIN STREET
MOUNT JOY,PA17552
  PC BUILDING EXPANSION PROJECT FUNDING 5,000
LANCASTER COUNTY HOMELESS COALITION


28 PENN SQUARE SUITE 100
LANCASTER,PA17603
  PC ROAD TO HOME FUNDING 8,000
LANCASTER LEBANON HABITAT FOR HUMAN


443 FAIRVIEW AVE
LANCASTER,PA17603
  PC HOMEBUILDING PROGRAM FUNDING 5,000
LANCASTER SCIENCE FACTORY


454 NEW HOLLAND AVENUE
LANCASTER,PA17602
  PC PROGRAM FUNDING 2,500
LEADERSHIP BUTLER COUNTY


PO BOX 1082
BUTLER,PA16001
  PC TRIPLE LEVEL SPONSORSHIP 1,000
LEADERSHIP NIAGARA


6311 INDUCON CORPORATE DR
SANBORN,NY14132
  PC 40TH ANNIVERSARY CELEBRATION SPONSOR 1,000
LEGACY OF BLESSINGS ADOPTION FOUNDA


302 S ROWLAND AVE
LEESBURG,IN46538
  PC PROGRAM FUNDING 1,000
LORAIN COUNTY COMM COLLEGE FOUNDATI


1005 ABBE ROAD NORTH CC22
ELYRIA,OH44035
  PC KEL FLIGNER MEMORIAL SCHOLARSHIP 1,500
LORAIN COUNTY COMMUNITY DEVELOPMENT


226 MIDDLE AVE 5TH FLOOR
ELYRIA,OH44035
  PC PROGRAM FUNDING 5,000
LORAIN COUNTY HEALTH DENTISTRY


260 S MAIN ST
OBERLIN,OH44074
  PC SPONSORSHIP 10,000
LOWER NIAGARA RIVER REGION CHAMBER


895 CENTER STREET
LEWISTON,NY14092
  PC LEWISTON CHISTMAS WALK WREATH SPONSO 500
LUTHERN SUNIOR LIFE


300 WEST BEAVER STREET
ZELIENOPLE,PA16063
  PC A TIME TO MAKE A DIFFERENCE EVENT SP 5,000
MADIS HOPE FOUNDATION


8425 WOODFIELD CROSSING B
INDIANAPOLIS,IN46240
  PC PROGRAM FUNDING 2,500
MARBURN ACADEMY


9555 JOHNSTOWN ROAD
NEW ALBANY,OH43054
  PC PROGRAM FUNDING 10,000
MECA INC


2709 LEGION RD
ERIE,PA16506
  PC REPRESENTATIVE PAYEE PROGRAM FUNDING 2,000
MENTAL HEALTH ASSOC NIAGARA COUNTY


36 PINE STREET
LOCKPORT,NY14094
  PC 60TH ANNIVERSARY CELEBRATION FUNDING 750
MERCY CENTER FOR WOMEN


1039 E 27 ST
ERIE,PA16504
  PC PROGRAM FUNDING 5,000
MHY FAMILY SERVICES


521 ROUTE 228
MARS,PA16046
  PC THERAPUTIC KINDERGARTEN RENOVATION F 5,000
MLK MEMORIAL SCHOLARSHIP FUND


PO BOX 6303
LANCASTER,PA17607
  PC SCHOLARSHIP FUNDING 5,000
MOMMY'S IMAGINATION STATION INC


10 DUFF ROAD
PENN HILLS,PA15235
  PC CHILD DEVELOPMENT CENTER FUNDING 2,500
MT OLIVE DEVELOPMENT CORP


375 ESSJAY ROAD STE 100
WILLIAMSVILLE,NY14221
  PC YOUTH CHRISTMAS CELEBRATION FUNDING 2,500
MUNCIE MISSION MINISTRIES


110 E CHARLES ST
MUNCIE,IN47305
  PC GREAT HOUSE PROJECT FUNDING 3,000
NATIONAL VETERANS MEMORIAL AND MUSE


300 W BROAD ST
COLUMBUS,OH43215
  PC SPONSORSHIP 20,000
NEIGHBOR WORKS ROCHESTER


570 SOUTH AVENUE
ROCHESTER,NY14620
  PC FIRST TIME HOME PURCHASING SOLUTION 5,000
NEIGHBORHOOD ALLIANCE


1536 E 30TH ST
LORAIN,OH44055
  PC PROGRAM FUNDING 5,000
NEIGHBORHOOD ALLIES


429 FOURTH AVE 1900
PITTSBURGH,PA15219
  PC PROGRAM FUNDING 2,500
OIL CITY YMCA


7 PETROLEUM ST
OIL CITY,PA16301
  PC ANNUAL CAMPAIGN SUPPORT 1,000
OUT OF THE COLD CENTRE COUNTY


318 SOUTH ATHERTON STREET
STATE COLLEGE,PA16801
  PC SPONSORSHIP 1,500
OUTREACH TEEN FAMILY SERVICES IN


615 WASHINGTON RD
LEBANON,PA15228
  PC PROGRAM FUNDING 1,000
PARK FOREST PRESCHOOL


1833 PARK FOREST AVENUE
STATE COLLEGE,PA16803
  PC PROGRAM FUNDING 1,000
PATHSTONE


400 EAST AVENUE
ROCHESTER,NY14607
  PC ROOF REPAIR PROJECT FUNDING 2,500
PITTSBURGH COMMUNITY REINVESTMENT G


1901 CENTRE AVENUE
PITTSBURGH,PA15219
  PC FUNDING 20,000
POTTER COUNTY EDUCATION COUNCIL


PO BOX 389
COUDERSPORT,PA16915
  PC PROGRAM FUNDING 2,000
POWER PACKS PROJECT


SUITE 102
LANCASTER,PA17601
  PC PROGRAM FUNDING 1,500
RECOVERY CAFE MUNCIE INC


11 MUNICIPAL DRIVE STE150
FISHERS,IN46038
  PC PROGRAM FUNDING 1,000
RONALD MCDONALD CHARITIES OF CENTRA


745 WEST GOVERNOR ROAD
HERSHEY,PA17033
  PC PLAYGROUND FUNDING 4,500
SAFE JOURNEY


25 W HIGH ST
UNION CITY,PA16438
  PC PROGRAM FUNDING 2,000
SALVATION ARMY LEBANON CORPS


1031 GUILFORD ST
LEBANON,PA17046
  PC START-UP PABTRY FUNDING 5,000
SAY YES BUFFALO


1166 JEFFERSON AVENUE
BUFFALO,NY14208
  PC SCHOLARSHIP FUNDING 1,500
SECOND HARVEST FOOD BANK OF NW PA


1507 GRIMM DR
ERIE,PA16501
  PC PROGRAM FUNDING 6,500
ST MARYS UNITED WAY


44 S ST MARYS ST
ST MARYS,PA15857
  PC ANNUAL CAMPAIGN SUPPORT 2,500
STATE COLLEGE FOOD BANK


169 GERALD ST
STATE COLLEGE,PA16801
  PC ANNUAL CAMPAIGN FUNDING 5,000
STRUTHERS LIBRARY THEATRE


302 W THIRD AVE
WARREN,PA16365
  PC SPONSORSHIP 50,000
SDVP FAMILY KITCHEN


231 BEDFORD STREET
JOHNSTOWN,PA15901
  PC SIP, ROCK AND DUCK DROP EVENT SPONSO 2,500
THE BUFFALO SABRES FOUNDATION


ONE SEYMOUR H KNOX III P
BUFFALO,NY14203
  PC SPONSORSHIP 5,000
THE CHALLENGE PROGRAM


416 MAIN ST SUITE 102
JOHNSTOWN,PA15901
  PC CHALLENGE PROGRAM SPONSORSHIP 10,000
THE LUTHERN HOME AT KANE


100 HIGH POINT DR
KANE,PA16735
  PC TOGHETHER WE CAN CAMPAIGN FUNDING 10,000
THE MARY LEE TUCKER FUND INC


2500 WEST ERIE AVE
LORAIN,OH44052
  PC PROGRAM FUNDING 4,500
THE NORTH MUSEUM OF NATURE SCIENC


400 COLLEGE AVE
LANCASTER,PA17603
  PC COSMIC BASH SPONSORSHIP 2,500
THE PITTSBURGH FOUNDATION


33 BERVA DRIVE
BRADFORD,PA16701
  PC EVAN-KRIVAK GYNECOLOGICAL CANCER RES 1,000
THE SALVATION ARMY WARREN CORPS


311 BEECH ST
WARREN,PA16365
  PC RED KETTLE KICKOFF EVENT 1,000
THE WAREHOUSE


1525 S ROGERS ST
BLOOMINGTON,IN47403
  PC CRISTMAS COAT FUNDING 1,500
TIOGA COUNTY PARTNERSHIP COMM HEALT


33 PEARL STREET
WELLSBORO,PA16901
  PC LOCAL FLOOD RELIEF EFFORT FUNDING 10,000
TORN SPACE THEATER


612 FILMORE AVENUE
BAFFALO,NY14212
  PC CORPORATE SUPPORTER LEVAL SPONSORSHI 500
TRIANGLE WORK COLLABROATIVE


80 E CORYDON ST
BRADORD,PA16701
  PC INCUBTOR/ACCELERATOR PROJECT SUPPORT 25,000
UNITED FUND OF WARREN COUNTY


308 MARKET STREET PO BOX
WARREN,PA16365
  PC ANNUAL CAMPAIGN EMPLOYEE MATCH 39,000
UNITED WAY BRADFORD AREA


161 MAIN STREET PO BOX 5
BRADFORD,PA16701
  PC FUNDING 4,500
UNITED WAY OF BUFFALO ERIE COUNTI


742 DELAWARE AVE
BUFFALO,NY14209
  PC ANNUAL CAMPAIGN CONTRIBUTION 5,000
UNITED WAY OF ERIE COUNTY


420 W 6TH STREET SUITE 20
ERIE,PA16507
  PC FUNDING 10,000
UNITED WAY OF GREATER NIAGARA


6420 INDUCON DRIVE
SANBORN,NY14132
  PC ANNUAL CAMPAIGN CONTRIBUTION 7,000
UNITED WAY OF SMETHPORT


161 MAIN STREETPO BOX504
BRADFORD,PA16701
  PC ANNUAL CAMPAIGN SUPPORT 500
UNITED WAY OF SOUTHERN CHAUTAUQUA C


208 PINE ST
JAMESTOWN,NY14701
  PC THE ALICE EXPERIENCE PROGRAM FUNDING 2,500
UNITED WAY OF THE TITUSVILLE REGION


208 W SPRING ST
TITUSVILLE,PA16354
  PC ANNUAL CAMPAIGN SUPPORT 1,800
UNITED WAY OF VENANGO COUNTY


1999 ALLEGHENY BLVD
RENO,PA16343
  PC ANNUAL CAMPAIGN CONTRIBUTION 3,500
UNITED WAY OF WESTERN CRAWFORD COUN


415 CHESTNUT STREET
MEADVILLE,PA16335
  PC ANNUAL CAMPAIGN CONTRIBUTION 2,500
URBAN LIGHT COMMUNITY DEVELOPMENT C


1400 S MADISON ST
MUNCIE,IN47302
  PC LIGHTHOUSE PROGRAM SPONSORSHIP 5,000
VARIETY CLUB OF BUFFALO


6114 BROADWAY
LANCASTER,NY14086
  PC PROGRAM FUNDING 10,000
VETEANS MIRAVLE CENTER


1573 W 39TH ST
ERIE,PA16509
  PC PROGRAM SPONSORSHIP 1,500
VISION 2027 CAMPAIGN


PO BOX 842
MUNCIE,IN473080842
  PC ECONOMIC DEVELOPMENT PROGRAM FUNDING 5,000
VOICES FOR INDEPENDENCE


1432 WILKINS ROAD
ERIE,PA16505
  PC SPONSORSHIP 4,000
WARREN COUNTY 4TH OF JULY ORGANIZAT


PO BOX 434
WARREN,PA16365
  PC PROGRAM FUNDING 1,000
WARREN COUNTY YMCA


212 LEXINGTON AVE
WARREN,PA16365
  PC OUTDOOR FITNESS PROJECT 5,000
WARREN GENERAL HOSPITAL


2 CRESCENT PARK WEST
WARREN,PA16365
  PC SPONSORSHIP 20,000
WARREN SPORTS BOOSTERS


PO BOX 643
WARREN,PA16365
  PC WAR MEMORIAL FIELD RENOVATION 25,000
WARWICK COMMUNITY AMBULACE ASSOC


151 NORTH LANE
LITITZ,PA17543
  PC NON-EMEGENCY TRANSPORT AND PARATRANS 2,500
WATER STREET MISSION


210 S PRINCE ST
LANCASTER,PA17603
  PC PROGRAM FUNDING 8,000
WHITE PINES CENTER FOR HEALING


1012 E 28TH ST
ERIE,PA16504
  PC BOURBON AND BBQ SPONSORSHIP 2,500
WNY HEROES


1001 E DELAVAN AVE
BUFFALO,NY14215
  PC SPONSORSHIP 5,000
YMCA OF CENTRE COUNTY


677 W WHITEHALL ROAD
STATE COLLEGE,PA16801
  PC OPEN DOORS AND BACKPACK PROGRAM FUND 3,949
YMCA OF CORRY


906 N CENTER ST
CORRY,PA16407
  PC PROGRAM FUNDING -18,500
YMCA OF MUNCIE


PO BOX 1187
MUNCIE,IN47308
  PC ANNUAL CAMPAIGN LAUNCH SPONSORSHIP 10,000
YMCA OF THE ROSES


101 EAST MAIN STREET
MOUNT JOY,PA17552
  PC PROGRAM FUNDING 5,000
YMCA OF THE TWIN TIERS


1101 WAYNE ST
OLEAN,NY14760
  PC ANNUAL CONTRIBUTION 2,500
Total .................................right arrow 3a 978,650
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-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 ...........
         
4 Dividends and interest from securities ....     14 1,070,066  
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) ..   1,070,066  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,070,066
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2024)
Form 990-PF (2024)
Page 13
Part XVI
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) (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) (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.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow
PTIN
Firm's name Right Arrow
Firm's EIN Right Arrow
Firm's address Right Arrow


Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
NORTHWEST CHARITABLE FOUNDATION
EIN:
27-1403629
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 1,923 1,923    

TY 2024 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 16,851,082

TY 2024 InvestmentsOtherSchedule2
Name:
NORTHWEST CHARITABLE FOUNDATION
EIN:
27-1403629
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
MONEY MARKET AT COST 334,524 334,524
MUTUAL FUNDS AT COST 640,540 650,280

TY 2024 OtherProfessionalFeesSchedule
Name:
NORTHWEST CHARITABLE FOUNDATION
EIN:
27-1403629
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 16,991 16,991    


TY 2024 TaxesSchedule
Name:
NORTHWEST CHARITABLE FOUNDATION
EIN:
27-1403629
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX EXPENSE 12,766