THOMAS G CARODISKEY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- THOMAS G CARODISKEY FOUNDATION (EIN 23-2881493)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-11
- IRS object ID
- 202641319349101749
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-11T11:44:15-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 455012510 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WAGNER DREESE ELSASSER & ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1372 N SUSQUEHANNA TRL STE 210 | AddressLine1Txt |
| City | SELINSGROVE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17870 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232881493 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE THOMAS G CARODISKEY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THOM | BusinessNameControlTxt |
| Phone | 5707432333 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1372 N SUSQUEHANNA TRL 130 | AddressLine1Txt |
| City | SELINSGROVE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17870 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARVIN J RUDNITSKY | PersonNm |
| Person Title | SECRETARY/TREAS | PersonTitleTxt |
| Phone | 5707432333 | PhoneNum |
| Signature | 2026-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSELYN Y O'CONNOR | PreparerPersonNm |
| PTIN | P00293590 | PTIN |
| Phone | 5707432030 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,006,982 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $22,045 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,058 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,024 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $132,178 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,891 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $34,069 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $32,949 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $990 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $495 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $495 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $8,277 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,277 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Net Invst Incm | $275 | TaxesNetInvstIncmAmt |
| Other Expenses Net Invst Incm | $41 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $9,267 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,088 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $495 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $46,662 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $46,662 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $55,929 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,088 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $47,157 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$21,860 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $23,861 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $26,160 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $54,386 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $54,386 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $214,037 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $190,891 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $196,398 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $391,491 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $364,551 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $756,198 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $631,688 | TotalAssetsBOYAmt |
| Total Assets EOY | $609,828 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,006,982 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $631,688 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $609,828 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $631,688 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $609,828 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $631,688 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $609,828 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $631,688 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$21,860 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $609,828 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $609,828 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $132,178 | GrossSalesPriceAmt |
| Cost Or Other Basis | $121,287 | CostOrOtherBasisAmt |
| Gain Or Loss | $10,891 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $10,891 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,891 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $332 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $332 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $332 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $335 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $335 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3 | OverpaymentAmt |
| Applied To ES Tax | $3 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MARVIN J RUDNITSKY JD | IndividualWithBooksNm |
| Phone | 5707432333 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1372 N SUSQUEHANNA TRL STE 130 | AddressLine1Txt |
| City | SELINSGOVE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17870 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LORI WILSON | ||||||||
| 1372 N SUSQUEHANA TRL STE 130 | SELINSGROVE | PA | 17870 | DIRECTOR | 0.20 | $0 | $0 | $0 |
| JONATHAN GREEN | ||||||||
| 1372 N SUSQUEHANA TRL STE 130 | SELINSGROVE | PA | 17870 | DIRECTOR; PRESIDENT | 0.30 | $0 | $0 | $0 |
| FRANK JANKOWSKI | ||||||||
| 1372 N SUSQUEHANA TRL STE 130 | SELINSGROVE | PA | 17870 | DIRECTOR | 0.20 | $0 | $0 | $0 |
| MOLLY NIED | ||||||||
| 1372 N SUSQUEHANA TRL STE 130 | SELINSGROVE | PA | 17870 | DIRECTOR | 0.20 | $0 | $0 | $0 |
| CATHY MOSER | ||||||||
| 1372 N SUSQUEHANA TRL STE 130 | SELINSGROVE | PA | 17870 | DIRECTOR | 0.20 | $0 | $0 | $0 |
| JASON BENDLE | ||||||||
| 1372 N SUSQUEHANA TRL STE 130 | SELINSGROVE | PA | 17870 | DIRECTOR | 0.20 | $0 | $0 | $0 |
| MARVIN J RUDNITSKY JD | ||||||||
| 1372 N SUSQUEHANA TRL STE 130 | SELINSGROVE | PA | 17870 | DIRECTOR; SECRETARY/TREAS | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $948,114 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,872 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $960,986 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $960,986 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,415 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $946,571 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $47,329 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $47,329 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $332 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $332 | TotalTaxAmt |
| Distributable Before Adj | $46,997 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $46,997 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $46,997 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $47,157 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $47,157 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $46,997 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $5,635 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $189 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $5,824 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $47,157 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $46,997 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $160 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,984 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,984 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $5,635 | ExcessFromYear3Amt |
| Excess From Year2 | $189 | ExcessFromYear2Amt |
| Excess From Current Year | $160 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BUCKNELL UNIVERSITY | |||||||
| ONE DENT DR | LEWISBURG | PA | 17837 | N/A | PC | ASSIST STUDENTS WITH APPLICATION FEES AND EXPENSES FOR VARIOUS PROGRAMS IN THE ADVANCED STUDY OF HEALTH SCIENCE FIELDS | $6,666 |
| DANVILLE AREA SCHOOL DISTRICT | |||||||
| 733 IRONMEN LN | DANVILLE | PA | 17821 | N/A | PC | MIDDLE SCHOOL SCIENCE SUPPLIES, DRONES AND UNIT KITSMIDDLE SCHOOL SCIENCE SUPPLIES, DRONES AND UNIT KITS | $6,666 |
| LEWISBURG AREA SCHOOL DISTRICT | |||||||
| 1951 WASHINGTON AVE | LEWISBURG | PA | 17837 | N/A | PC | ENHANCE SCIENCE OF READING AND STRUCTURED LITERACY RENEWING SUBSCRIPTIONS AND INCREASING NUMBER OF LICENCES IN K-3 GRADES | $6,666 |
| REGIONAL ENGAGEMENT CENTER | |||||||
| 429 8TH ST | SELINSGROVE | PA | 17870 | N/A | PC | GENERAL OPERATIONAL NEED, ESPECIALLY THE AFTER-SCHOOL DROP-IN PROGRAM | $6,666 |
| SELINSGROVE AREA SCHOOL DISTRICT | |||||||
| 329 SEALS AVE | SELINSGROVE | PA | 17870 | N/A | PC | PURCHASE OF THE ROLAND VERSA STUDIO BN2 SERIES PRINTER/CUTTER IN HIGH SCHOOL | $6,666 |
| SHIKELLAMY SCHOOL DISTRICT | |||||||
| 200 ISLAND BLVD | SUNBURY | PA | 17801 | N/A | PC | MATERIALS/RESOURCES FOR TECHNOLOGY EDUCATION/STEM PROGRAM, DRONE CAGES, LASER CUTTER AND LEGO WALL | $6,666 |
| SUSQUEHANNA UNIVERSITY | |||||||
| 514 UNIVERSITY AVE | SELINSGROVE | PA | 17870 | N/A | PC | FUNDING TRAVEL FOR STUDENTS MAKING PRESENTATIONS AT REGIONAL AND NATIONAL CONFERENCES OF THEIR RESEARCH | $6,666 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $46,662 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,045 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $12,024 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $34,069 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $34,069 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WAGNER DREESE ELSASSER & ASSOCIATES | CategoryTxt |
| Amt | $990 | Amt |
| Net Investment Income | $495 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $495 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (12 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN EXPRESS CO 4.900% 02/13/2026 | $14,759 | $15,006 |
| DUKE ENERGY CORP 2.650% 09/01/2026 | $19,634 | $20,825 |
| CITIGROUP INC 4.45% DUE 09/29/2027 | $17,783 | $18,115 |
| JPMORGAN CHASE & CO 4.25% DUE 10/01/2027 | $13,473 | $14,113 |
| CONSTELLATION BRANDS INC | $22,683 | $23,783 |
| ABBVIE INC 3.20% DUE 11/21/2029 | $17,738 | $18,432 |
| GOLDMAN SACHS GROUP INC/THE 3.80% DUE 03/15/2030 | $8,433 | $8,864 |
| CAPITAL ONE FINANCIAL CORP 3.75% 07/28/2026 | $15,009 | $15,037 |
| HCA INC 5.375% 09/01/2026 | $22,114 | $22,050 |
| TYSON FOODS INC 4.35% 03/01/2029 | $12,777 | $13,036 |
| UNITEDHEALTH GROUP INC 4.00% 05/15/2029 | $17,385 | $17,993 |
| AMGEN INC 2.300% 02/25/2031 | $9,103 | $9,144 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 | AT COST | $38,694 | $122,862 |
| ISHARES CORE MSCI EMERGING | AT COST | $33,004 | $54,784 |
| VANGUARD DIVIDEND APPRECIATION | AT COST | $42,116 | $83,956 |
| VANGUARD SMALL CAP ETF | AT COST | $30,812 | $58,039 |
| VANGUARD TTL STK MKT ETF | AT COST | $42,202 | $106,951 |
| VANGUARD VALUE ETF INDEX | AT COST | $55,137 | $106,954 |
| ISHARES CORE INTL STOCK ETF | AT COST | $34,758 | $54,170 |
| FEDERATED HERMES GOVT OBL PRM | AT COST | $11,132 | $11,132 |
| ST STR HLTH CARE SEL SEC SPDR | AT COST | $53,577 | $98,608 |
| STATE STREET COMMUNICATION SER | AT COST | $23,119 | $58,742 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $8,277 | Amt |
| Net Investment Income | $8,277 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |