2025-04-01T11:57:30-07:00 2024-12-31 251381610 Root Spitznas & Smiley Inc 5473 Village Common Dr Suite 205 Erie PA 16506 990PF 2024-01-01 460824469 ELIZABETH ANN REES AND THOMAS E & BELLE B REES FOUNDATION ELIZ 8147564676 38 NORTH MAIN STREET ALBION PA 16401 ELIZABETH ANN REES Trustee 2025-04-01 true true John W Orlando CPA P00318906 8144537731 2024 2025-03-06 01:10:19Z X 532956 X X 10771 10771 30523 208305 30523 41294 41294 950 950 4348 4348 643 5941 4348 950 42644 42644 48585 4348 43594 -7291 36946 2932 2694 2694 11070 8146 8146 348859 370696 370696 154616 151420 151420 517477 532956 532956 0 X 517477 532956 517477 532956 517477 532956 517477 -7291 22770 532956 532956 VAR SECURITIES/MUTUAL FUNDS P 2024-01-01 2024-01-01 208305 177782 30523 30523 30523 514 514 514 514 0 false false false false false false false true true true false false false false true N/A ELIZABETH REES 8147564676 38 NORTH MAIN STREET ALBION PA 16401 false false false false false false false false false false false false false false false false false false false false false false Elizabeth Ann Rees 38 North Main Street Albion PA 16401 Chairperson 2.00 0 Valerie Henley 38 North Main Street Albion PA 16401 Secretary 0.00 0 Paul Sachar 38 North Main Street Albion PA 16401 Vice President 0.00 0 Albert Isacks 38 North Main Street Albion PA 16401 Board Member 0.00 0 Deborah Jaskula 38 North Main Street Albion PA 16401 Board Member 0.00 0 Tom Irwin 38 North Main Street Albion PA 16401 Board Member 0.00 0 Peggy Van Slyke 38 North Main Street Albion PA 16401 Board Member 0.00 0 Jesse Underwood 38 North Main Street Albion PA 16401 Board Member 0.00 0 Ryan Millimaci 38 Main Street Albion PA 16401 Non Vote Member 0.00 0 NONE NONE Charitable donations to local non-for-profit organizations. See details at Part XV. 42644 527426 2750 0 530176 0 530176 7953 522223 26111 26111 514 514 25597 25597 25597 43594 43594 25597 4721 29864 15894 50479 43594 0 25597 17997 68476 0 68476 4721 29864 15894 17997 X Northwestern Food Pantry 1 Robb Powell Ave Albion PA 16401 PC To supply food for families in need. 3000 Albion Area Public Library 111 E Pearl Street Allbion PA 16401 PC Rug and various supplies 852 West Springfield Baptist Church 13695 West Ridge Road West Springfield PA 16443 PC Roof replacement 5000 Springfield Volunteer Fire Dept 11959 Main Street East Springfield PA 16411 PC Move/update disaster siren 3500 Albion Church of The Nazaren 9578 Rte 6N West Albion PA 16401 PC 2 Emergency doors 3200 Cranesville Volunteer Fire Dept 9920 Meadville St Cranesville PA 16410 PC Thermal imaging equipment & other firefighting gear 10462 Northwestern Community Youth Center 30 E State St Albion PA 16401 PC Front entrance/floor repairs 5000 NW Community Education Foundation 100 Harthan Way Albion PA 16401 PC Valley School window replacement 5000 Northwestern SD-Springfield Elem 100 Harthan Way Albion PA 16401 PC 2 Ceraminc kilns 4915 Albion Area Community Grden 80 3rd Avenue Albion PA 16401 PC Gardern repair and supplies 1715 42644 14 10771 18 30523 41294 41294 false false false false false false false false false false Tax preparation fees 950 0 0 950 Fidelity Long-Term Treasury Bond 17029 17029 Fidelity Short-Term Treasury Bond 26084 26084 Jpmorgan Corporate Bond Fund 23912 23912 Jpmorgan Mtge Back Sec-Sel 42710 42710 Vanguard Short Term Corp Bond 23128 23128 Fidelity Intermediate Treasury Bond 18557 18557 Spdr Gold Trust 14770 14770 Mfs International Equity Fund 50424 50424 Delaware Ivy Science & Technology Thrivent Mid Cap Stock Fund 21831 21831 Dimensional ETF Trust 12951 12951 Ishares Tr S&P 12674 12674 Spdr S&P 500 21274 21274 Vanguard Scottsdal etf 44006 44006 Vanguard 500 Index Fd Adm 93762 93762 Fullerthaler Behav Mid-Cap Eq Fd 21903 21903 T Rowe Price Ext 74495 74495 WSTAX MacQuarie S&T CL A 2606 2606 Investment Management Fees 4348 4348 0 0 Excise taxes 643