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false false false false false false false false false false false false false false false false Patrick M Sheridan 2063 Freeport Road North East PA 16428 President 2.00 0 Deborah Ybarra 22610 IRIS Torrance CA 90505 Vice President 0.00 0 Luke Davidoff 4124 Dominion Drive Erie PA 16510 Secretary 0.00 0 Christopher Sheridan 4762 Greenbriar Drive Erie PA 16510 Director 0.00 0 Jayden Sack 2003 Franklin Ave Erie PA 16510 Director 0.00 0 NONE NONE 992683 21541 0 1014224 0 1014224 15213 999011 49951 49951 508 508 49443 49443 49443 87317 87317 49443 2839 2839 87317 0 49443 37874 40713 0 40713 2839 37874 Patrick M Sheridan Useful Choices Charitable Foundatio 2063 Freeport Road North East PA 16428 8148707760 See Statement for Line 2a See Statement for Line 2a See Statement for Line 2a Alice Lloyd College 100 Purpose Road Pippa Passes KY 41844 N/A Education Material Access 6000 Performing Arts Collective Alliance 1505 State Street Erie PA 16501 N/A Anti-abuse project 8800 A Hand UP Erie PO Box 8305 Erie PA 16505 N/A beds and household items 10000 Slippery Rock University Foundation 104 Maltby Ave Suite 200 Slippery Rock PA 16507 N/A Equestrian Center programs 5000 Blue Heart Santuary Inc 399 Hall Road Green Mountain NC 28740 N/A Sewer repair project 10700 The People Concern 2116 Arlington Ave Suite 100 Los Angeles CA 90018 N/A Shwashlock showers for homeless 6000 Christian Ministries of Apostolic F 930 Liberty Street Erie PA 16502 N/A Van for new horizons early learning center 15000 Seiche Dance Collective 1314 Griswold Plaza lower level Erie PA 16501 N/A Dance Documentary project 5300 Blue Heart Santuary Inc 399 Hall Road Green Mountain NC 28740 N/A Hurricane repairs 9000 Haven House Services 1008 Bullard Ct Raleigh NC 27615 N/A Support Youth programs 5000 80800 14 213 14 30833 1233 21298 1233 52344 53577 false false false false false false false false false false 3465 1865 0 1600 Baird Aggregate Bond Fund 72162 60139 Dodge & Cox Income Fund 68342 59894 iShares US Aggregate Bond Index Fund 63930 65117 JPMorgan Core Bond Fund 60533 50290 PGIM Total Return Bond Fund 30382 30179 Pioneer Bond Fund PGIM GLOBAL Total return fund 30295 29838 T Rowe Price Emerging Markets Bond Fd 45155 43152 PGIM High Yield Fund 33170 35239 Abbott Laboratories Apple Inc. 5505 18281 Bank of America Corp. 1411 2769 BlackRock, Inc. 1453 3075 Broadcom Inc. 1536 13447 Chevron Corp. 1819 2897 Citigroup Inc. Deere & Co 928 2966 Duke Energy Corp. 2085 2801 Fortinet Inc. 1937 3590 Fortis Inc./Canada General Dynamics Corp General Mills Inc. Honeywell International Inc. iShares Core MSCI EAFE ETF 36331 49407 Johnson & Johnson 3281 3182 JPMorgan Chase & Co 1630 4315 Linde PLC 1437 3349 Lowe's Cos Inc. 1980 4442 Marathon Petroleum Corp 954 4464 McDonald's Corp Medtronic PLC 4270 3515 Merck & Co Inc 3393 4576 Microsoft Corp 6386 14753 Mondelex International Inc 3779 4480 NextEra Energy Inc 1730 2222 Novartis AG PepsiCo Inc 3276 3802 Pfizer Inc Proctor & Gamble Co/The 2949 4359 Raytheon Technologies Corp SPDR S&P 500 ETF Trust 12818 26374 Starbucks Corp 2778 3468 Thermo Fisher Scientific Inc 2690 4162 TJX Cos Inc/The 1577 3987 Union Pacific Corp Vanguard FTSE Developed Markets ETF 33811 46385 Visa Inc 4291 7585 Walt Disney Co/The 3336 3675 Adobe Inc Alphabet Inc 3849 10790 Amazon.com Inc 5527 10311 Berkshire Hathaway Inc 1554 4080 FMC Corp 1292 681 iShares Core S&P Mid-Cap ETF 7490 14643 iShares Russell 2000 ETF 7798 13700 iShares Russell Mid-Cap ETF 35205 64620 PayPal Holdings Inc salesforce.com Inc 3443 6018 T Rowe Price Small-Cap Value Fund Inc 8127 11370 New World Fund 10484 13267 American Tower Corp 5960 4585 Meta Platforms Inc 3241 5855 ishares MSCI EAFE Small-Cap ETF Vanguard FTSE Emerging Markets ETF 11164 9557 Comcast Corp 1387 1651 Lockheed Martin Corp 1196 1458 NVIDIA Corp 2328 13698 ServiceNow Inc 2634 7421 Truist Financial Corp UnitedHealth Group Inc 2783 3035 Booking Holdings Inc Accenture PLC 2684 2814 Allstate Corp 2906 4049 Fiserv inc 1415 2465 RTX Corp 1976 3934 S&P Global Inc 2096 2490 Vanguard Dividend Appreciation ETF 9732 11554 Dimensional Int'l Small Cap ETF 19604 21068 Essential Utilities Inc 1925 1925 becton dickinson & co 3844 3630 Eli Lilly & Co 2316 2316 vanguard high dividend yeild etf 15133 17097 zoetis inc 1340 1141 106933 45962 MacDonald Illig 4000 0 0 4000 Misc Adjustment and rounding errors 670 Officers Directors Insurance 917 917 Edward Jones Investment Mngt Fee 14801 14801 0 0 Tax 381 381