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C• M••••••••• M••••••••• G••••: office on the family offices graph | DFX Data Factory

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Family officesOfficecandidate family office · candidate

C• M••••••••• M••••••••• G••••

Family Offices

Erie, PA

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Search this name across graphsid dfx:fo:f11a383e-b89b-4bf3-8330-0e6c7ba22367

Data as of Sep 16, 2026 (this record's last observation) from federal regulator filings, dfx's own graph. Page built Sep 22, 2026, 7:22 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Sep 12, 2026 to Sep 16, 2026
6 observations

Candidate family office with no filing identifier. Treat the facts on this page as unverified.

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Investments: 0
Direct investments: 0
People: 0
Decision makers: 0derived

Relationships

Related to (4)

← Nellie E & Ray Shepherd I••• Tr Uw 04111979 As AmendedFoundationIn care of
inferenceForm 990-PF
← CHS Master Scholarship Tr 001403FoundationIn care of
inferenceForm 990-PF
← A••• H•••• T• F•• W•••• I•••••••• 0•••••FoundationIn care of
inferenceForm 990-PF
← F•••• W• • O•• B• M••••• I••• T• U• 0•••••FoundationIn care of

Dated events

2 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Dec 31, 2023
Foundation officer left
MUTUALBANK (TRUSTEE) is no longer on A••• H•••• T• F•• W•••• I•••••••• 0•••••'s 2023-12-31 return
A••• H•••• T• F•• W•••• I•••••••• 0•••••Form 990-PFobserved 8 days ago

Show 2 bookkeeping events

First seen by DFX
Sep 12, 2026
date not stated
C• M••••••••• M••••••••• G•••• named as in-care-of on F•••• W• • O•• B• M••••• I••• T• U• 0••••• ($46,145 in assets)
First seen by DFX
Sep 12, 2026
date not stated
C• M••••••••• M••••••••• G••••: CANDIDATE_FAMILY_OFFICE -> CANDIDATE_FAMILY_OFFICE (in-care-of organisation on 4 private foundation(s) with $264,471 in assets (IRS); could be the family's investment company, its manager or its accountant)

Provenance

Graph: Family Offices
Canonical id: dfx:fo:f11a383e-b89b-4bf3-8330-0e6c7ba22367
First observed: Sep 12, 2026
Last observed: Sep 16, 2026 5 days ago
Source families: Federal regulator filings, DFX's own graph
2 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.