2024-11-15T09:35:57-06:00 2023-12-31 251031405 MCGILL POWER BELL & ASSOC LLP 2402 W 8TH STREET ERIE PA 16505 990 2023-01-01 251850006 CORRY COMMUNITY FOUNDATION CORR 8144540843 459 WEST 6TH STREET ERIE PA 16507 KAREN BILOWITH PRESIDENT 8144540843 2024-11-13 1 0 CRAIG C MOFFATT P00077574 8144536594 2023 2024-10-15 13:58:12Z KAREN BILOWITH 459 WEST 6TH ST ERIE PA 16507 4397859 0 X WWW.CORRYCOMMUNITYFOUNDATION.ORG X 1999 PA PUBLIC CHARITY COMMUNITY FOUNDATION 14 10 0 16 0 0 568895 371244 0 0 624232 522546 0 0 1193127 893790 749035 811791 0 0 0 0 0 0 9241 264271 260123 1013306 1071914 179821 -178124 16760352 17745270 253107 188967 16507245 17556303 THE CORRY COMMUNITY FOUNDATION WORKS TO CONNECT DONORS TO THEIR FAVORITE CHARITIES BY CREATING ENDOWMENTS IN ORDER TO ACHIEVE DONORS' PHILANTHROPIC INTERESTS. 0 0 954194 811791 THE CORRY COMMUNITY FOUNDATION, THROUGH DONATIONS FROM THE GENERAL PUBLIC, MADE GRANTS TO ORGANIZATIONS IN CORRY, PA FOR EDUCATION, ARTS, HEALTH SERVICES, HUMAN SERVICES, CIVIC SERVICES AND ECONOMIC DEVELOPMENT. 954194 1 1 0 0 0 1 0 0 0 1 0 1 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 0 0 0 0 1 CJ BD 0 0 0 0 0 0 0 0 X 14 10 1 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X SUZANNE HAUBER 8144540843 459 WEST 6TH STREET ERIE PA 16507 CHIP COLWELL TRUSTEE (EMERITUS - NON VO 1.00 X 0 0 0 JILL GIBSON TREASURER 1.00 X X 0 0 0 PAT GOODSEL VICE CHAIRMAN 1.00 X X 0 0 0 WENDY NECKERS TRUSTEE 1.00 X 0 0 0 RICK PETERSON TRUSTEE 1.00 X 0 0 0 MARNE ROCHE SECRETARY 1.00 X X 0 0 0 DAVE SAMPLE TRUSTEE 1.00 X 0 0 0 MARY ALICE HAMMOND TRUSTEE (EMERITUS - NON VO 1.00 X 0 0 0 MAMIE SPRANDEL TRUSTEE (EMERITUS - NON VO 1.00 X 0 0 0 BILL NICHOLS CHAIRMAN 1.00 X X 0 0 0 JASON HALFAST TRUSTEE 1.00 X 0 0 0 KIM HAWKES TRUSTEE 1.00 X 0 0 0 BILL ROCHE TRUSTEE (EMERITUS - NON VO 1.00 X 0 0 0 SCOTT FOGLE TRUSTEE 1.00 X 0 0 0 KAREN BILOWITH PRESIDENT 1.00 X 0 284500 31168 0 284500 31168 0 0 1 0 0 371244 371244 171191 171191 3855424 3504069 351355 351355 351355 893790 0 0 522546 728651 728651 83140 83140 145808 138454 3677 3677 100637 100637 289 29 130 130 3280 656 656 1968 602 191 162 249 1445 483 481 481 7911 2575 2668 2668 DUES AND SUBSCRIPTIONS 151 15 68 68 1071914 954194 108479 9241 44503 19261 115000 53807 7932910 8418853 7656178 8915682 1011761 337667 16760352 17745270 5 253107 188962 253107 188967 X 16507245 17556303 16507245 17556303 16760352 17745270 X -178124 1221214 5968 X X 0 1 X 1 0 X X 1 THE ERIE COMUNITY FOUNDATION 256032032 7 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 X 1 0 SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: DESCRIPTION: AMOUNT: 0. DESCRIPTION: AMOUNT: 0. DESCRIPTION: AMOUNT: 0. DESCRIPTION: AMOUNT: 0. DESCRIPTION: AMOUNT: 0. DESCRIPTION: AMOUNT: 0. DESCRIPTION: AMOUNT: 0. DESCRIPTION: AMOUNT: 0. DESCRIPTION: AMOUNT: 0. PART IV, SECTION D, LINE 3: THE SUPPORTED ORGANIZATION, THE ERIE COMMUNITY FOUNDATION, HAS A SIGNIFICANT VOICE IN DETERMINING THE CORRY COMMUNITY FOUNDATION'S INVESTMENT POLICIES AND DIRECTING THE USE OF THE CORRY COMMUNITY FOUNDATION'S INCOME AND ASSETS. THE ERIE COMMUNITY FOUNDATION APPOINTS THE MAJORITY OF THE MEMBERS OF THE CORRY COMMUNITY FOUNDATIONS BOARD OF DIRECTORS. THE CORRY COMMUNITY FOUNDATION IS ALSO MANAGED BY THE SAME GROUP OF OFFICERS AS THE ERIE COMMUNITY FOUNDATION. THE OFFICERS AND DIRECTORS, WHO ARE APPOINTED BY THE ERIE COMMUNITY FOUNDATION, DETERMINE HOW THE ASSETS AND INCOME FROM THE INVESTMENTS ARE DISTRIBUTED IN THE COMMUNITY. WITH RESPECT TO INVESTMENT POLICIES, THE INVESTMENTS OF CCF ARE MAINTAINED IN THE OVERALL INVESTMENT POOL FOR ECF WHICH IS MANAGED BY ECF. PART IV, SECTION E, LINE 2A: THE CORRY COMMUNITY FOUNDATION'S ACTIVITIES DIRECTLY FURTHERED THE EXEMPT PURPOSE OF THE ERIE COMMUNITY FOUNDATION, THE SUPPORTED ORGANIZATION. THE ERIE COMMUNITY FOUNDATION'S PURPOSE IS TO IMPROVE THE QUALITY OF LIFE FOR ALL IN THE ERIE REGION BY ADDRESSING COMMUNITY ISSUES, BUILDING PERMANENT CHARITABLE ENDOWMENTS, AND PROMOTING PHILANTHROPIC AND COMMUNITY LEADERSHIP. THE CORRY COMMUNITY FOUNDATION'S ACTIVITIES SUPPORT THE ERIE COMMUNITY FOUNDATION'S PURPOSE BY CONNECTING DONORS IN CORRY, WHICH IS PART OF THE ERIE REGION, WITH CORRY CHARITIES AND CREATING ENDOWMENTS FOR THE CORRY AREA. THE CORRY FOUNDATION'S ACTIVITIES FURTHER THE ERIE COMMUNITY FOUNDATION'S PURPOSE BY SUPPORTING A GEOGRAPHIC SEGMENT OF THE ERIE COMMUNITY. SUBSTANTIALLY ALL OF THE CORRY FOUNDATION'S ACTIVITIES FURTHER THE PURPOSE OF THE ERIE COMMUNITY FOUNDATION BECAUSE ALL OF THE ACTIVITIES FOCUS ON PROMOTING CHARITY IN CORRY, WHICH IS PART OF THE ERIE REGION. SCHEDULE A, PART I, LINE 12C: THE ORGANIZATION'S REASON PUBLIC CHARITY STATUS WAS CHANGED TO LINE 12C TO MATCH IRS DETERMINATION LETTER. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12 44 20500 293043 48150 478802 1690334 10180483 1 1 16038460 317610 1743762 624166 100761 131101 17243804 18415156 407219 -1850024 696153 101223 136515 16038460 15830918 440479 2937459 498841 168014 126845 18415156 14351933 279648 1807082 411703 87064 108978 15830918 12537238 307625 2205760 513769 82980 101941 14351933 1.00000 0 1 1 0 VARIOUS PARTNERSHIPS AND ALTERNATIVE INVESTMENTS 8915682 F 8915682 1206428 1221214 5968 1227182 -20754 100637 813906 914543 893789 687084 0 687084 100637 284193 384830 1071914 PART XI, LINE 4B - OTHER ADJUSTMENTS: ADJUSTMENT FOR INCOME RELATED TO AGENCY ACCOUNTS 813,906. PART XII, LINE 4B - OTHER ADJUSTMENTS: ADJUSTMENT FOR EXPENSES RELATED TO AGENCY ACCOUNTS 284,193. SCHEDULE D, PART X, LINE 2 MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. CENTRAL AMERICA/CARIBBEAN PASSIVE INVESTMENTS 27528018 0 0 0 0 0 0 27528018 0 27528018 0 0 0 0 0 0 1 CORRY ARTS COUNCIL PO BOX 198 CORRY PA 16407 237417365 501(C)3 12385 0 VARIOUS PROJECTS CORRY HIGHER EDUCATION COUNCIL 221 NORTH CENTER ST CORRY PA 16407 251659759 501(C)3 34584 0 VARIOUS PROJECTS CORRY MEMORIAL HOSPITAL 965 SHAMROCK LANE CORRY PA 16407 250987222 501(C)3 158833 0 VARIOUS PROJECTS CORRY YMCA 906 NORTH CENTER ST CORRY PA 16407 251032621 501(C)3 13611 0 VARIOUS PROJECTS DOORKEEPERS CHRISTIAN OUTREACH CENTER PO BOX 94 SPRING CREEK PA 16436 251315891 501(C)3 20242 0 VARIOUS PROJECTS FIRST UNITED METHODIST CHURCH 650 WORTH STREET CORRY PA 16407 020603935 501(C)3 11500 0 VARIOUS PROJECTS CORRY COMMUNITY DEVELOPMENT CORPORATION 4 SOUTH CENTER STREET CORRY PA 16407 251849375 501(C)3 167058 0 VARIOUS PROJECTS PINE GROVE CEMETERY ASSOCIATION PO BOX 208 CORRY PA 16407 250726790 501(C)3 25058 0 VARIOUS PROJECTS CORRY RAIL & INDUSTRIAL LEGACY SOCIETY INC PO BOX 313 CORRY PA 16407 844597974 501(C)3 40702 0 VARIOUS PROJECTS FIRST PRESBYTERIAN CHURCH OF CORRY 607 WEST SMITH STREET CORRY PA 16407 251095383 501(C)3 39000 0 VARIOUS PROJECTS CORRY HIGH SCHOOL ALUMNI PO BOX 292 CORRY PA 16407 256064932 501(C)3 12760 0 VARIOUS PROJECTS CORRY INDUSTRIAL BENEFIT ASSOC 1524 ENTERPRISE RD CORRY PA 16407 251722404 501(C)3 53500 0 VARIOUS PROJECTS NWPA TRAIL ASSOCIATION PO BOX 227 CORRY PA 16407 251890759 501(C)3 22545 0 VARIOUS PROJECTS SALVATION ARMY - CORRY 127 W WASHINGTON ST CORRY PA 16407 135562351 501(C)3 5404 0 VARIOUS PROJECTS CORRY KID'S WRESTLING 12766 LOVELL ROAD CORRY PA 16407 251770222 501(C)3 9966 0 VARIOUS PROJECTS ALL GOD'S CHILDREN MINISTRIES PO BOX 65 WEST SPRINGFIELD PA 16443 271774666 501(C)3 9500 0 VARIOUS PROJECTS SECOND HARVEST FOOD BANK OF NORTHWEST PENNSYLVANIA 1507 GRIMM DRIVE ERIE PA 16501 251405798 501(C)3 8000 0 VARIOUS PROJECTS CORRY AREA LITTLE LEAGUE PO BOX 225 CORRY PA 16407 251675224 501(C)3 7500 0 VARIOUS PROJECTS SAFE JOURNEY PO BOX 208 UNION CITY PA 16438 251426587 501(C)3 7000 0 VARIOUS PROJECTS CORRY HISTORICAL SOCIETY PO BOX 107 945 MEADE AVENUE CORRY PA 16407 251412376 501(C)3 5239 0 VARIOUS PROJECTS 20 SCHOLARSHIPS 32 83140 PART I, LINE 2: FORM 990, SCHEDULE I, PART II & III: OUR GRANT MAKING FALLS INTO 3 CATEGORIES: GRANTS WHICH ARE RECOMMENDED BY THE ORIGINAL DONOR OR FUND ADVISORS: WHEN THE RECOMMENDATIONS ARE SUBMITTED, A MEMBER OF THE FOUNDATION'S STAFF RESEARCHES THE ORGANIZATION AND VERIFIES 501(C)3 STATUS. OUR SUGGESTION FORM INCLUDES THE VERY SPECIFIC LANGUAGE: AS A DONOR ADVISOR TO THE CORRY COMMUNITY FOUNDATION, I RECOMMEND MAKING THIS GRANT FROM THE ABOVE NAMED FUND. I ACKNOWLEDGE THAT THE GRANT RECOMMENDATION MUST RECEIVE APPROVAL BY THE CORRY COMMUNITY FOUNDATION. IN ACCORDANCE WITH IRS REGULATIONS, THIS RECOMMENDATION DOES NOT REPRESENT THE PAYMENT OF ANY PERSONAL PLEDGE OR OTHER FINANCIAL OBLIGATION OF THE UNDERSIGNED. NO GOODS OR SERVICES OR TAX DEDUCTIBLE BENEFITS WILL BE RECEIVED BY PAYMENT OF THIS GRANT. SCHOLARSHIP: EACH OF OUR SCHOLARSHIP FUNDS HAS AN INDEPENDENT COMMITTEE ESTABLISHED FOR THE REVIEW OF THE SCHOLARSHIP APPLICATION, AND THE AWARDING DECISIONS. THE COMMITTEES ARE ESTABLISHED WITH AN EYE TOWARDS INDEPENDENCE AND MOST HAVE A LOCAL HIGH SCHOOL OFFICIAL ON THE COMMITTEE. SCHOLARSHIP CHECKS ARE USUALLY MADE PAYABLE TO THE SCHOOL. COMPETITIVE: OUR COMPETITIVE GRANT MAKING RESPONDS TO THE NEEDS OF THE COMMUNITY THROUGH AN APPLICATION AND REVIEW PROCESS. A GRANTS COMMITTEE REVIEWS ALL APPLICATIONS, AND THE FINANCE DEPARTMENT REVIEWS THE FINANCIAL DOCUMENTATION SUBMITTED WITH THE APPLICATION. THE GRANTS COMMITTEE RECOMMENDS THE GRANTS TO THE BOARD OF DIRECTORS, WHO DELIBERATE AND GIVE FINAL APPROVAL. SIX MONTHS AFTER THE GRANT HAS BEEN DISBURSED, THE PROGRAM OFFICER SENDS AN EVALUATION FORM TO THE GRANTEE ORGANIZATION. SPECIFIC CRITERIA REGARDING THE GRANT REPORT ARE PROVIDED TO THE GRANTEE. ADDITIONALLY, THE PROGRAM OFFICER WILL MAKE BOTH SCHEDULED AND PERIODIC UNANNOUNCED SITE VISITS TO ASSESS THE VIABILITY AND EFFECTIVENESS OF THE GRANTEE'S PROGRAM. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 KAREN BILOWITH PRESIDENT 0 257500 0 20000 0 7000 0 19425 0 11743 0 315668 0 0 PART I, LINE 1A IT IS THE POLICY OF THE FOUNDATION TO CONSIDER MEMBERSHIP IN ORGANIZATIONS THAT WOULD PROMOTE THE ADVANCEMENT OF THE FOUNDATION, ENHANCE THE PROFESSIONAL STANDING OF ITS SENIOR PERSONNEL, AND FACILITATE FAVORABLE COMMUNITY RELATIONS. COSTS IN RELATION TO BENEFITS SHALL BE CONSIDERED. MEMBERSHIP IN AN ORGANIZATION MUST BE USED PRIMARILY FOR BUSINESS PURPOSES. KAREN BILOWITH AND SUSANNAH WEIS FRIGON ARE THE ONLY EMPLOYEES WHO RECEIVE THE SOCIAL CLUB BENEFIT. THIS BENEFIT IS INCLUDED IN COMPENSATION AS A TAXABLE FRINGE BENEFIT. FORM 990, PART VI, SECTION A, LINE 2 WILLIAM ROCHE AND MARNE ROCHE ARE IN-LAWS TO EACH OTHER. FORM 990, PART VI, SECTION A, LINE 7A IN 1999 CORRY COMMUNITY FOUNDATION SIGNED AN AFFLIATE AGREEMENT WITH THE ERIE COMMUNITY FOUNDATION. SINCE THEN THE ERIE COMMUNITY FOUNDATION HAS HAD THE RIGHT TO APPOINT A MAJORITY OF THE BOARD FOR CORRY COMMUNITY FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11B INTERNAL REVIEWS FOR THE FORM 990 ARE DONE BY THE CHIEF FINANCIAL OFFICER AND THE PRESIDENT. THIS REVIEW CONSISTS OF TRACING ALL FIGURES FROM INTERNALLY DEVELOPED SCHEDULES TO THE 990 AND REVIEWING ALL DISCREPANCIES WITH THE TAX PREPARERS. NOTE THAT THE FULL BOARD OF TRUSTEES RECEIVE COPIES OF THE 990 BEFORE FILING FOR THEIR REVIEW AND COMMENT. A FINAL REVIEW IS CONDUCTED BY THE FINANCE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C BOARD OF TRUSTEE MEMBERS MUST ANNUALLY DISCLOSE, IN FULL THE NAME OF EACH BUSINESS OR NONPROFIT ORGANIZATION THAT HAS OR REASONABLY EXPECTS TO HAVE A MATERIAL INTEREST IN ANY PROPOSED OR EXISTING CONTRACT, TRANSACTION OR ARRANGEMENT WITH THE FOUNDATION AND IN WHICH HE/SHE, HIS/HER SPOUSE OR ANY MEMBER OF THEIR IMMEDIATE FAMILY IS A MEMBER, DIRECTOR, OFFICER, EMPLOYER OR PARTNER. BOARD OF TRUSTEE MEMBERS ARE PROVIDED A FORM EACH YEAR FOR THIS PURPOSE. FOUNDATION STAFF FOLLOW-UP WITH TRUSTEES AS NECESSARY TO MAKE SURE THAT ALL FORMS ARE EXECUTED AND RETURNED. IN ADDITION TO THE ANNUAL DISCLOSURE, THE FOUNDATION'S CONFLICT OF INTEREST POLICY, WHICH ALL TRUSTEES MUST SIGN EACH YEAR, PROVIDES THAT TRUSTEES HAVING A CONTINUING OBLIGATION TO REPORT CONFLICTS AND MUST PROMPTLY REPORT ANY CONFLICT THAT HAS NOT BEEN PREVIOUSLY REPORTED. TRUSTEES THAT ARE DEEMED TO HAVE A CONFLICT OF INTEREST BASED ON THE ABOVE PROCESSES ARE RECUSED FROM PARTICIPATING IN THE VOTE. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION HAS A POLICY WHICH INCLUDES AN INDEPENDENT REVIEW OF COMPENSATION, HOWEVER, THE ORGANIZATION PRESENTLY DOES NOT HAVE ANY PAID EMPLOYEES SO THE POLICY IS NOT CURRENTLY APPLICABLE. FORM 990, PART VI, SECTION C, LINE 19 THE CORRY COMMUNITY FOUNDATION'S DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: PRIOR YEAR REFUND 5,968. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR. ERIE COMMUNITY FOUNDATION 459 WEST 6TH STREET ERIE PA 16507 256032032 COMMUNITY PA 501(C)(3) LINE 7 N/A 1 NORTH EAST COMMUNITY FOUNDATION 459 WEST 6TH STREET ERIE PA 16507 251650208 COMMUNITY PA 501(C)(3) LINE 7 ECF 1 UNION CITY COMMUNITY FOUNDATION 459 WEST 6TH STREET ERIE PA 16507 251672243 COMMUNITY PA 501(C)(3) LINE 12C, III-FI ECF 1 NON PROFIT PARTNERSHIP 459 WEST 6TH STREET ERIE PA 16507 205616727 MANAGEMENT PA 501(C)(3) LINE 7 N/A 1 HISTORICAL ERIE PRESERVATION TRUST 230 WEST 6TH STREET ERIE PA 16507 846785153 CHARITABLE TRUST PA 501(C)(3) LINE 12A, I ECF 1 PERPETUAL TRUSTS (3) CHARITABLE GIVING PA ECF 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 ERIE COMMUNITY FOUNDATION M 131101 FMV ERIE COMMUNITY FOUNDATION C 43705 FMV