ROY W PIPER CHARITABLE TR: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ROY W PIPER CHARITABLE TR (EIN 20-7487500)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-08-05
- IRS object ID
- 202432189349100713
- Schema version
- 2023v5.0
- 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
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Notes Loans Rcvbl Short Sch2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-05T10:54:21-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232226550 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MMQ & ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 83 E TIOGA ST STE 2 | AddressLine1Txt |
| City | TUNKHANNOCK | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 186571601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 207487500 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROY W PIPER CHARITABLE TRUST | BusinessNameLine1Txt |
| Business Name Line2 | C/O WILLIAM A PETTY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROYW | BusinessNameControlTxt |
| Phone | 5708365454 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 460 | AddressLine1Txt |
| City | TUNKHANNOCK | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18657 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM A PETTY | PersonNm |
| Person Title | MANAGER | PersonTitleTxt |
| Phone | 5708365454 | PhoneNum |
| Signature | 2024-08-05 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KYLE R CAVANY CPA | PreparerPersonNm |
| PTIN | P01822858 | PTIN |
| Phone | 5708363868 | PhoneNum |
| Preparation | 2024-08-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,695,785 | 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 |
| Interest On Sav Rev And Expnss | $120,530 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $120,530 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $179,075 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $179,075 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $502,770 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $502,770 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $211,995 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $599,133 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,112,912 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $524,105 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $10,447 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $10,447 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,411,955 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,336,927 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $116,628 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $68,628 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $48,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $18,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $18,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $20,322 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $13,847 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $6,475 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,930 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $1,930 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,975 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,975 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $46,923 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $46,923 | OtherProfFeesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $56,011 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $56,011 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $122,254 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $119,456 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $2,798 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,674 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $2,674 | TravConfMeetingNetInvstIncmAmt |
| Printing And Pub Rev And Expnss | $1,869 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $750 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $1,119 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $135,834 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $134,795 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,039 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $528,395 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $446,059 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $82,336 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $647,012 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $647,012 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,175,407 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $446,059 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $729,348 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $236,548 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $890,868 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $663,855 | CashBOYAmt |
| Cash EOY | $290,649 | CashEOYAmt |
| Cash EOYFMV | $290,649 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $131,225 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $138,797 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $138,797 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $118,547 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $129,012 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $118,547 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $118,547 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $17,596 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $56,452 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $56,452 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $12,661,226 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,999,959 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,999,959 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $6,526 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,451 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,451 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,068,943 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $787,833 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,391,410 | LandBOYAmt |
| Land EOY | $1,281,110 | LandEOYAmt |
| Land EOYFMV | $2,068,943 | LandEOYFMVAmt |
| Other Assets BOY | $6,759 | OtherAssetsBOYAmt |
| Other Assets EOY | $16,987 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $16,987 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $15,007,609 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,907,952 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,695,785 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $7,264 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $4,212 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $7,264 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,212 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,339,119 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,903,781 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $12,661,226 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $13,999,959 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,000,345 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,903,740 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,007,609 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,907,952 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,000,345 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $236,548 | ExcessRevenueOverExpensesAmt |
| Other Increases | $673,701 | OtherIncreasesAmt |
| Subtotal | $15,910,594 | SubtotalAmt |
| Other Decreases | $6,854 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,903,740 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $524,105 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,383 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $12,383 | SubtotalAmt |
| Tax Based On Investment Income | $12,383 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $20,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $7,617 | OverpaymentAmt |
| Applied To ES Tax | $7,617 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WILLIAM A PETTY | IndividualWithBooksNm |
| Phone | 5708365454 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 460 | AddressLine1Txt |
| City | TUNKHANNOCK | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18657 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM A PETTY | ||||||||
| PO BOX 460 | TUNKHANNOCK | PA | 18657 | MANAGER | 000.00 | $56,628 | $0 | $0 |
| THOMAS P TULANEY | ||||||||
| PO BOX 460 | TUNKHANNOCK | PA | 18657 | TRUSTEE | 000.00 | $20,000 | $0 | $0 |
| ROBERT P BROWNING | ||||||||
| PO BOX 460 | TUNKHANNOCK | PA | 18657 | TRUSTEE | 000.00 | $20,000 | $0 | $0 |
| RONALD KUKUCHKA | ||||||||
| PO BOX 460 | TUNKHANNOCK | PA | 18657 | TRUSTEE | 000.00 | $20,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $13,277,623 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $889,182 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,550,903 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,717,708 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $16,717,708 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $250,766 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,466,942 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $823,347 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $823,347 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,383 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,383 | TotalTaxAmt |
| Distributable Before Adj | $810,964 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $810,964 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $810,964 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $729,348 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $729,348 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $810,964 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $264,145 | UndistributedIncomePYAmt |
| Qualifying Distributions | $729,348 | QualifyingDistributionsAmt |
| Applied To Year1 | $264,145 | AppliedToYear1Amt |
| Applied To Current Year | $465,203 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $345,761 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Shareholder Manager | WILLIAM A PETTY | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WILLIAM A PETTY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 460 | AddressLine1Txt |
| City | TUNKHANNOCK | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18657 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5708363868 | RecipientPhoneNum |
| Form And Info And Materials | FORMAL APPLICATION PROVIDED BY TRUSTEES. APPLICATION SHOULD INCLUDE DESCRIPTION OF INTENT TO MATRICULATE AT A COLLEGE OR UNIVERSITY, CURRENT SCHOOL AND GRADE POINT AVERAGE THOUGH 1ST SEMESTER OF SENIOR YEAR. FINALISTS WILL BE REQUIRED TO PROVIDE SIGNED INCOME TAX RETURNS FOR 2 FISCAL YEARS IMMEDIATELY PRECEDING THE DATE OF APPLICATION FROM EACH APPLICANT, APPLICANT'S PARENT/GUARDIAN. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MARCH 15 OF EACH YEAR. | SubmissionDeadlinesTxt |
| Restrictions On Awards | AWARDS WILL ONLY BE MADE TO APPLICANTS WHO ARE MEMBERS OF A FAMILY WITH A COMBINED HOUSEHOLD INCOME OF LESS THAN 90,000 AND WHO HAVE A CUMULATIVE "C" AVERAGE THROUGH FIRST TERM OF THE STUDENT'S SENIOR YEAR IN HIGH SCHOOL. STUDENTS RESIDING IN WYOMING, LUZERNE AND LACKAWANNA COUNTIES WILL HAVE PREFERENCE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (68 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AITKEN HANNAH | ||||||||
| 27 MCMULLIAN HILL RD | TUNKHANNCOK | PA | 18657 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,000 | |
| ALFANO ALENI | ||||||||
| 15 POWDER MILL RD | PITTSTON TWP | PA | 18640 | NONE | N/A | COLLEGE SCHOLARSHIP | $13,500 | |
| BANTA CATHERINE | ||||||||
| 307 TURNPIKE RD | TUNKHANNOCK | PA | 18657 | NONE | N/A | COLLEGE SCHOLARSHIP | $6,983 | APT 7 |
| CANNELLA BENJAMIN | ||||||||
| 144 NETTI LANE | FALLS | PA | 18615 | NONE | N/A | COLLEGE SCHOLARSHIP | $18,100 | |
| CARDILLO JOSEPH | ||||||||
| 306 SPRING ST | DUNMORE | PA | 18512 | NONE | N/A | COLLEGE SCHOLARSHIP | $9,000 | |
| CARPENTER LUCAS | ||||||||
| 1959 CARPENTER ROAD | DALTON | PA | 18414 | NONE | N/A | COLLEGE SCHOLARSHIP | $9,130 | |
| CLARK ISAAC | ||||||||
| 68 W 800 ST | FORT BRANCH | IN | 47648 | NONE | N/A | COLLEGE SCHOLARSHIP | $12,824 | |
| CORKER BREEZY | ||||||||
| 321 PEACH LANE | TUNKHANNOCK | PA | 18657 | NONE | N/A | COLLEGE SCHOLARSHIP | $11,737 | |
| DOLAN KAYLEEN | ||||||||
| 17 COSTELLO CIRCLE | AVOCA | PA | 18641 | NONE | N/A | COLLEGE SCHOLARSHIP | $7,500 | |
| DONNAY SYMONE | ||||||||
| 528 NEW YORK ST | DUNMORE | PA | 18509 | NONE | N/A | COLLEGE SCHOLARSHIP | $7,500 | |
| DUDECK LAUREN | ||||||||
| 105 HENRY ST | PLAINS | PA | 18705 | NONE | N/A | COLLEGE SCHOLARSHIP | $18,442 | |
| ESTADT ANGELINA | ||||||||
| 431 WEST CHURCH ST | ARCHBALD | PA | 18403 | NONE | N/A | COLLEGE SCHOLARSHIP | $3,268 | |
| EVANS KELSEY | ||||||||
| 13 SALEM DRIVE | WILKESBARRE | PA | 18702 | NONE | N/A | COLLEGE SCHOLARSHIP | $12,000 | |
| FARMER DESTINY | ||||||||
| 1001 WEST GRANT ST | BLAKELY | PA | 18447 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,000 | |
| FEIST ZANDER | ||||||||
| 401 OLD MOUNTAIN RD | NESCOPEK | PA | 18635 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,000 | |
| GALLO JENNA | ||||||||
| 303 WARD ST | DUNMORE | PA | 18512 | NONE | N/A | COLLEGE SCHOLARSHIP | $7,500 | |
| GRIFFIN TYONNA | ||||||||
| 439 STIPP COURT | SCRANTON | PA | 18510 | NONE | N/A | COLLEGE SCHOLARSHIP | $15,000 | |
| HALL EVAN | ||||||||
| 210 SOUTH MAIN ST | ARCHBALD | PA | 18403 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,375 | |
| HARRY KORTNEY | ||||||||
| 125 HACKLING ST | NOXEN | PA | 18636 | NONE | N/A | COLLEGE SCHOLARSHIP | $7,500 | |
| HAZELTON COURTNEY | ||||||||
| 311 N FILLMORE AVE | SCRANTON | PA | 18504 | NONE | N/A | COLLEGE SCHOLARSHIP | $14,359 | |
| HEINE LAUREN | ||||||||
| PO BOX 405 | WAVERLY | PA | 18471 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,460 | |
| HENKE TIFFANI | ||||||||
| 1731 SUTTON RD | NEW MILFORD | PA | 18834 | NONE | N/A | COLLEGE SCHOLARSHIP | $4,500 | |
| HUGO DAKOTA | ||||||||
| 19 MOON ST | NEW ALBANY | PA | 18833 | NONE | N/A | COLLEGE SCHOLARSHIP | $7,115 | |
| IDDINGS MACI | ||||||||
| 119 WOODLAND WAY | TUNKHANNOCK | PA | 18657 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,000 | |
| JASIENSKI MATTHEW | ||||||||
| 607 BLUEBERRY DR | DURYEA | PA | 18642 | NONE | N/A | COLLEGE SCHOLARSHIP | $8,000 | |
| JONES NADIA | ||||||||
| 87 CHARLES ST | WILKES BARRE | PA | 18702 | NONE | N/A | COLLEGE SCHOLARSHIP | $11,057 | |
| JUMPER KEVIN | ||||||||
| 231 MONTGOMERY AVE | WEST PITTSTON | PA | 18643 | NONE | N/A | COLLEGE SCHOLARSHIP | $14,000 | |
| KAZMIERCZAK MICHAEL | ||||||||
| 536 S MAIN ST | TAYLOR | PA | 18517 | NONE | N/A | COLLEGE SCHOLARSHIP | $8,477 | |
| KILE MAYA | ||||||||
| 618 EAST 3RD ST | BEREICK | PA | 18643 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,000 | |
| KING ELIANA | ||||||||
| 1618 NORTH WEBSTER AVE | DUNMORE | PA | 18509 | NONE | N/A | COLLEGE SCHOLARSHIP | $8,833 | |
| LYNCH LORNA | ||||||||
| 317 GRIFFIN POND RD | S ABINGTON TOWNSHIP | PA | 18411 | NONE | N/A | COLLEGE SCHOLARSHIP | $6,250 | |
| MALINOWSKI SHANE | ||||||||
| 85 OVERTON RD | NEW ALBANY | PA | 18833 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,000 | |
| MARYASZ EMILEE | ||||||||
| 2827 SR 307 | DALTON | PA | 18414 | NONE | N/A | COLLEGE SCHOLARSHIP | $7,500 | |
| MCMANUS AVRY | ||||||||
| 295 NEW GRANT ST | WILKESBARRE | PA | 18702 | NONE | N/A | COLLEGE SCHOLARSHIP | $3,750 | |
| MODI NEEL | ||||||||
| 1107 TAYLOR AVE | DUNMORE | PA | 18510 | NONE | N/A | COLLEGE SCHOLARSHIP | $9,000 | |
| MOGER ADARSH | ||||||||
| 3505 BIRNEY AVE | MOOSIC | PA | 18507 | NONE | N/A | COLLEGE SCHOLARSHIP | $2,500 | |
| MORRIS SARA | ||||||||
| 88 SIMPSON ST | WILKES BARRE | PA | 18702 | NONE | N/A | COLLEGE SCHOLARSHIP | $13,629 | |
| MOWRY MATTHEW | ||||||||
| 956 TRIBLE RD | MESHOPPEN | PA | 18630 | NONE | N/A | COLLEGE SCHOLARSHIP | $6,000 | |
| MUSKEY TYLER | ||||||||
| 801 SPRING ST | MOOSIC | PA | 18507 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,000 | |
| NESTOR MADISON | ||||||||
| 45 ARROWHEAD DRIVE | FACTORYVILLE | PA | 18419 | NONE | N/A | COLLEGE SCHOLARSHIP | $6,500 | |
| NESTOR MALANA | ||||||||
| 45 ARROWHEAD DR | FACTORYVILLE | PA | 18419 | NONE | N/A | COLLEGE SCHOLARSHIP | $6,500 | |
| NICHOLS KIARA | ||||||||
| 16402 SR 407 | FACTORYVILLE | PA | 18419 | NONE | N/A | COLLEGE SCHOLARSHIP | $1,000 | |
| O'MALLEY SHANNON | ||||||||
| 812 COLUMBIA ST | SCRANTON | PA | 18509 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,000 | |
| PASKO EMMA | ||||||||
| 512 BUTLER ST | DUNMORE | PA | 18512 | NONE | N/A | COLLEGE SCHOLARSHIP | $14,000 | |
| PASTERNAK KAITLIN | ||||||||
| 3 SHORED DRIVE | TUNKHANNOCK | PA | 18657 | NONE | N/A | COLLEGE SCHOLARSHIP | $9,485 | |
| PETERS ALEXANDER | ||||||||
| 1200 N MARKET ST | BERWICK | PA | 18603 | NONE | N/A | COLLEGE SCHOLARSHIP | $8,000 | |
| PETERS ANGENI | ||||||||
| 1209 NORTH MARKET ST | BERWICK | PA | 18603 | NONE | N/A | COLLEGE SCHOLARSHIP | $7,548 | |
| PEZANOWSKI PAIGE | ||||||||
| 274 CANAAN ST | CARBONDALE | PA | 18407 | NONE | N/A | COLLEGE SCHOLARSHIP | $8,246 | |
| READER CADEN | ||||||||
| 500 HOBBIE RD | NESCOPECK | PA | 18635 | NONE | N/A | COLLEGE SCHOLARSHIP | $7,500 | |
| REJRET LILLIAN | ||||||||
| 79 STATE ST | NICHOLSON | PA | 18446 | NONE | N/A | COLLEGE SCHOLARSHIP | $12,000 | |
| RICHART NATALIA | ||||||||
| 137 OLD RIVE RD | WILKES BARRE | PA | 18702 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,000 | |
| ROWLES EMALIE | ||||||||
| 383 E GRAND ST | NANTICOKE | PA | 18634 | NONE | N/A | COLLEGE SCHOLARSHIP | $8,000 | |
| SALANSKY MARESSA | ||||||||
| 585 SR 2035 | NICHOLSON | PA | 18446 | NONE | N/A | COLLEGE SCHOLARSHIP | $12,000 | |
| SIGAFOOS MAKAYLA | ||||||||
| 52 IRONWOOD ST | TUNKHANNOCK | PA | 18657 | NONE | N/A | COLLEGE SCHOLARSHIP | $8,899 | |
| SMITH KAILYN | ||||||||
| 36 PHILADELPHIA AVE | TUNKHANNOCK | PA | 18657 | NONE | N/A | COLLEGE SCHOLARSHIP | $16,760 | |
| SNOW SARAH | ||||||||
| 234 BAVARIAN HILL RD | BEACH LAKE | PA | 18405 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,531 | |
| STEVENS EMILY | ||||||||
| 1405 BUTTON RD | SPRINGVILLE | PA | 18844 | NONE | N/A | COLLEGE SCHOLARSHIP | $12,000 | |
| STODDARD GIANA | ||||||||
| 26 FAIRFIELD DR | LAFLIN | PA | 18702 | NONE | N/A | COLLEGE SCHOLARSHIP | $15,000 | |
| STUENZI MONICA | ||||||||
| 343 W MAIN ST | DALTON | PA | 18414 | NONE | N/A | COLLEGE SCHOLARSHIP | $12,905 | |
| THOMPSON BEN | ||||||||
| 125 MAPLE AVE | MOSCOW | PA | 18444 | NONE | N/A | COLLEGE SCHOLARSHIP | $2,500 | |
| VANLUVANEE KEVIN | ||||||||
| PO BOX 279 | NICHOLSON | PA | 18446 | NONE | N/A | COLLEGE SCHOLARSHIP | $11,250 | |
| VOLL OLIVIA | ||||||||
| 81 EAST LYNN ROAD | SPRINGVILLE | PA | 18844 | NONE | N/A | COLLEGE SCHOLARSHIP | $26,250 | |
| VOROZILCHAK PAVEL | ||||||||
| 132 HYLAND HILL DR | ARCHBALD | PA | 18403 | NONE | N/A | COLLEGE SCHOLARSHIP | $17,795 | |
| WENG ZIXUAN | ||||||||
| 8 CEDAR RD | PLAINS | PA | 18705 | NONE | N/A | COLLEGE SCHOLARSHIP | $522 | |
| WOOD KAYLA | ||||||||
| 105 2ND ST | DALTON | PA | 18414 | NONE | N/A | COLLEGE SCHOLARSHIP | $15,000 | |
| WOODSWORTH SAUL | ||||||||
| 450 CAROLINA AVE | WEST WYOMING | PA | 18644 | NONE | N/A | COLLEGE SCHOLARSHIP | $15,000 | |
| ZABRETSKY KYRA | ||||||||
| 911 WASHINGTON ST | FREELAND | PA | 18224 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,000 | |
| ZAWIERUCHA JADAN | ||||||||
| 1416 SUSCAN ROAD | PITTSTON | PA | 18640 | NONE | N/A | COLLEGE SCHOLARSHIP | $1,032 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $647,012 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $120,530 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $179,075 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $211,995 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,126 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $524,105 | ExclusionAmt |
| Related Or Exempt Function Incm | $75,028 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REIMBURSEMENT | Desc |
| Related Or Exempt Function Incm | $8,321 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,035,705 | ExclusionAmt |
| Related Or Exempt Function Incm | $85,475 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,121,180 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $5,950 | Amt |
| Net Investment Income | $2,975 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,975 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (125 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| LAND-BASIS FROM ESTATE | 2010-01-01 | $44,000 | |||||
| BUILDING-BASIS FROM ESTATE | 2010-01-01 | $556,727 | $262,337 | S/L | 27.5000 | $20,244 | $20,244 |
| LAND IMPROVEMENTS-CARRYOVER BASIS | 2010-01-01 | $50,017 | $42,633 | 150DB | 15.0000 | $2,954 | $2,954 |
| FURNISHINGS | 2010-06-15 | $1,868 | $1,868 | 200DB | 5.0000 | ||
| 2 LOTS BY SUSQUEHANNA APTS | 2010-01-01 | $30,000 | |||||
| FURNISHINGS | 2011-03-31 | $407 | $407 | 200DB | 5.0000 | ||
| FURNISHINGS | 2011-04-30 | $1,210 | $1,210 | 200DB | 5.0000 | ||
| FURNISHINGS | 2011-07-31 | $352 | $352 | 200DB | 5.0000 | ||
| FURNISHINGS | 2011-08-31 | $271 | $271 | 200DB | 5.0000 | ||
| FURNISHINGS | 2011-10-31 | $921 | $921 | 200DB | 5.0000 | ||
| FURNISHINGS | 2011-11-30 | $256 | $256 | 200DB | 5.0000 | ||
| DEHUMIDIFIER | 2012-06-30 | $79 | $79 | 200DB | 5.0000 | ||
| 2 OIL TANKS | 2012-12-31 | $609 | $609 | 200DB | 5.0000 | ||
| JOHN DEERE MOWER | 2012-05-13 | $2,226 | $2,226 | 200DB | 5.0000 | ||
| OIL TANKS | 2013-01-31 | $1,001 | $1,001 | 200DB | 5.0000 | ||
| REFRIGERATOR | 2013-04-30 | $276 | $276 | 200DB | 5.0000 | ||
| DEHUMIDIFIER | 2013-07-31 | $124 | $124 | 200DB | 5.0000 | ||
| CARPET | 2013-09-30 | $349 | $349 | 200DB | 5.0000 | ||
| WASHER | 2013-10-31 | $359 | $359 | 200DB | 5.0000 | ||
| REFRIGERATOR | 2014-02-28 | $596 | $596 | 200DB | 5.0000 | ||
| WATER HEATER | 2014-04-30 | $1,087 | $1,087 | 200DB | 5.0000 | ||
| CARPET | 2014-05-31 | $368 | $368 | 200DB | 5.0000 | ||
| WATER HEATER | 2014-07-31 | $872 | $872 | 200DB | 5.0000 | ||
| REFRIGERATOR | 2014-08-31 | $252 | $252 | 200DB | 5.0000 | ||
| WATER HEATER | 2014-08-31 | $266 | $266 | 200DB | 5.0000 | ||
| CARPET | 2014-12-31 | $380 | $380 | 200DB | 5.0000 | ||
| CARPET | 2014-07-31 | $354 | $354 | 200DB | 5.0000 | ||
| NEW CARPET | 2015-04-30 | $536 | $536 | 200DB | 5.0000 | ||
| NEW CABINET DRAWERS | 2015-05-31 | $56 | $56 | 200DB | 5.0000 | ||
| NEW CARPET | 2015-07-31 | $708 | $708 | 200DB | 5.0000 | ||
| NEW REFRIGERATOR | 2015-08-31 | $310 | $310 | 200DB | 5.0000 | ||
| PARKING LOT SEALING | 2015-10-31 | $1,845 | $1,436 | 150DB | 15.0000 | $55 | $55 |
| CARPET | 2015-11-30 | $268 | $268 | 200DB | 5.0000 | ||
| CARPET | 2015-12-31 | $401 | $401 | 200DB | 5.0000 | ||
| WASHER & DRYER | 2016-05-09 | $374 | $374 | 200DB | 5.0000 | ||
| WATER HEATER | 2016-05-09 | $883 | $883 | 200DB | 5.0000 | ||
| CARPET CLEANER | 2016-08-03 | $105 | $105 | 200DB | 5.0000 | ||
| CARPET | 2016-12-08 | $354 | $354 | 200DB | 5.0000 | ||
| DRIVEWAY SEALING | 2016-05-25 | $3,073 | $2,302 | 150DB | 15.0000 | $90 | $90 |
| CARPET | 2017-01-12 | $391 | $391 | 200DB | 5.0000 | ||
| TRIMMER | 2017-06-14 | $241 | $241 | 200DB | 5.0000 | ||
| CARPET | 2017-07-08 | $495 | $495 | 200DB | 5.0000 | ||
| SEALING | 2017-10-03 | $2,125 | $2,125 | 150DB | 15.0000 | ||
| REFRIGERATOR | 2017-11-11 | $292 | $292 | 200DB | 5.0000 | ||
| CARPET | 2017-12-14 | $3,687 | $3,687 | 200DB | 5.0000 | ||
| CARPET | 2018-01-15 | $268 | $268 | 200DB | 5.0000 | ||
| CARPET | 2018-04-12 | $354 | $354 | 200DB | 5.0000 | ||
| REFRIGERATOR | 2018-06-05 | $322 | $322 | 200DB | 5.0000 | ||
| RANGE | 2018-06-05 | $285 | $285 | 200DB | 5.0000 | ||
| REFRIGERATOR | 2018-07-10 | $305 | $305 | 200DB | 5.0000 | ||
| CARPET | 2018-07-22 | $288 | $288 | 200DB | 5.0000 | ||
| FURNACE | 2018-03-15 | $1,774 | $1,774 | 200DB | 5.0000 | ||
| WASHER & DRYER | 2018-09-17 | $793 | $793 | 200DB | 5.0000 | ||
| SNOW BLOWER | 2018-12-14 | $529 | $529 | 200DB | 5.0000 | ||
| REFRIGERATOR | 2019-11-27 | $339 | $339 | 200DB | 5.0000 | ||
| CARPET & FLOORING | 2020-02-12 | $349 | $268 | 200DB | 5.0000 | $38 | $38 |
| CARPET & FLOORING | 2020-07-10 | $421 | $292 | 200DB | 5.0000 | $52 | $52 |
| HOT WATER HEATER | 2020-12-22 | $816 | $537 | 200DB | 5.0000 | $111 | $111 |
| CARPET | 2021-02-18 | $362 | $188 | 200DB | 5.0000 | $69 | $69 |
| REFRIGERATOR | 2021-03-08 | $387 | $201 | 200DB | 5.0000 | $74 | $74 |
| CARPET | 2021-04-09 | $281 | $146 | 200DB | 5.0000 | $54 | $54 |
| WATER HEATER | 2021-04-22 | $1,852 | $963 | 200DB | 5.0000 | $356 | $356 |
| CARPET | 2021-07-17 | $281 | $146 | 200DB | 5.0000 | $54 | $54 |
| (2) REFRIGERATORS | 2021-10-10 | $774 | $402 | 200DB | 5.0000 | $149 | $149 |
| FURNACE | 2022-10-31 | $2,789 | $139 | 200DB | 5.0000 | $1,060 | $1,060 |
| CARPET | 2022-11-30 | $375 | $19 | 200DB | 5.0000 | $142 | $142 |
| HOT WATER HEATER | 2022-12-31 | $2,897 | $145 | 200DB | 5.0000 | $1,101 | $1,101 |
| TRIMMER | 2023-05-31 | $241 | 200DB | 5.0000 | $60 | $60 | |
| (4) CARPETS | 2023-09-30 | $1,898 | 200DB | 5.0000 | $285 | $285 | |
| VACUUM | 2023-09-30 | $55 | 200DB | 5.0000 | $8 | $8 | |
| CARPET | 2023-12-31 | $425 | 200DB | 5.0000 | $21 | $21 | |
| REFRIGERATOR | 2023-12-31 | $403 | 200DB | 5.0000 | $20 | $20 | |
| PAVING | 2023-10-31 | $7,389 | 150DB | 15.0000 | $92 | $92 | |
| LEASEHOLD IMPROVEMENTS | 2023-04-30 | $2,681 | S/L | 15.0000 | $112 | $112 | |
| LAND @ FMV 1/1/10 | 2010-01-01 | $8,080 | |||||
| BUILDING @ FMV 1/1/10 | 2010-01-01 | $92,920 | $43,785 | S/L | 27.5000 | $141 | $141 |
| IMPROVEMENTS | 2010-12-15 | $10,268 | $4,496 | S/L | 27.5000 | $16 | $16 |
| IMPROVEMENTS | 2011-06-15 | $929 | $390 | S/L | 27.5000 | $1 | $1 |
| FURNISHINGS | 2011-06-15 | $1,971 | $1,971 | 200DB | 5.0000 | ||
| FURNACE | 2014-03-13 | $4,639 | $1,483 | S/L | 27.5000 | $7 | $7 |
| BUILDING IMPROVEMENTS | 2014-11-26 | $6,445 | $5,048 | S/L | 15.0000 | $108 | $108 |
| NEW REFRIGERATOR | 2015-08-31 | $450 | $450 | 200DB | 5.0000 | ||
| NEW CARPET | 2015-09-30 | $2,100 | $2,100 | 200DB | 5.0000 | ||
| SEWER LINE | 2016-05-25 | $591 | $424 | S/L | 15.0000 | $10 | $10 |
| WATER HEATER | 2016-12-15 | $280 | $280 | 200DB | 5.0000 | ||
| WINDOWS (228) | 2017-09-04 | $197 | $133 | S/L | 15.0000 | $1 | $1 |
| RANGE (228) | 2018-06-06 | $477 | $477 | 200DB | 5.0000 | ||
| LAND @ FMV 1/1/10 | 2010-01-01 | $180,090 | |||||
| BUILDING @ FMV 1/1/10 | 2010-01-01 | $486,910 | $161,784 | S/L | 39.0000 | $12,484 | $12,484 |
| IMPROVEMENTS-BARRACKS | 2011-06-15 | $22,681 | $6,712 | S/L | 39.0000 | $582 | $582 |
| NEW HEATING UNIT | 2012-02-29 | $16,880 | $6,675 | S/L | 27.5000 | $614 | $614 |
| RANGE | 2013-09-04 | $480 | $480 | 200DB | 5.0000 | ||
| NEW WATER TREATMENT SYSTEM | 2015-06-29 | $2,942 | $2,207 | S/L | 15.0000 | $98 | $98 |
| PARKING LOT SEALING | 2015-10-20 | $4,943 | $3,848 | 150DB | 15.0000 | $146 | $146 |
| REFRIGERATOR | 2016-08-25 | $505 | $505 | 200DB | 5.0000 | ||
| FLOORING | 2016-01-14 | $335 | $240 | S/L | 15.0000 | $11 | $11 |
| BULLET PROOF GLASS | 2016-01-26 | $2,335 | $1,674 | S/L | 15.0000 | $77 | $77 |
| FLOORING | 2016-04-20 | $2,021 | $1,449 | S/L | 15.0000 | $67 | $67 |
| IMPROVEMENTS | 2016-04-28 | $1,569 | $1,124 | S/L | 15.0000 | $53 | $53 |
| IMPROVEMENTS | 2016-05-23 | $3,768 | $2,700 | S/L | 15.0000 | $126 | $126 |
| SEALING | 2017-10-05 | $753 | $753 | 150DB | 15.0000 | ||
| TILE | 2017-10-06 | $1,015 | $1,015 | 200DB | 5.0000 | ||
| GARBAGE DISPOSAL | 2018-12-01 | $1,079 | $1,079 | 200DB | 5.0000 | ||
| SEALING | 2018-05-14 | $763 | $763 | 150DB | 15.0000 | ||
| SEALING | 2019-11-27 | $763 | $763 | 150DB | 15.0000 | ||
| ROOF | 2021-09-12 | $3,200 | $320 | S/L | 15.0000 | $213 | $213 |
| SEALING | 2022-06-23 | $1,125 | $70 | 150DB | 15.0000 | $106 | $106 |
| LAND-BASIS FROM ESTATE | 2010-01-01 | $20,800 | |||||
| BUILDING-BASIS FROM ESTATE | 2010-01-01 | $116,023 | $54,671 | S/L | 27.5000 | $4,219 | $4,219 |
| LAND-BASIS FROM ESTATE | 2010-01-01 | $90,000 | |||||
| BUILDING-BASIS FROM ESTATE | 2010-01-01 | $329,128 | $109,358 | S/L | 39.0000 | $8,439 | $8,439 |
| LAND IMPROVEMENTS | 2010-01-01 | $5,185 | $4,420 | 150DB | 15.0000 | $306 | $306 |
| EQUIPMENT | 2010-01-01 | $21,226 | $21,226 | 200DB | 7.0000 | ||
| CARPET | 2013-05-10 | $1,380 | $1,380 | 200DB | 5.0000 | ||
| WATER HEATER | 2014-01-29 | $315 | $315 | 200DB | 5.0000 | ||
| DUCT WORK | 2015-02-19 | $2,070 | $418 | S/L | 39.0000 | $53 | $53 |
| NEW BASEBOARD HEAT | 2015-03-05 | $1,380 | $276 | S/L | 39.0000 | $35 | $35 |
| NEW CONCRETE POSTS | 2015-06-29 | $161 | $121 | S/L | 15.0000 | $5 | $5 |
| HEATERS | 2016-12-29 | $126 | $126 | 200DB | 5.0000 | ||
| RESTRIPPING LOT | 2016-05-31 | $350 | $262 | 150DB | 15.0000 | $11 | $11 |
| STEEL DOOR | 2018-05-23 | $985 | $117 | S/L | 39.0000 | $25 | $25 |
| REFRIGERATOR | 2019-01-04 | $610 | $610 | 200DB | 5.0000 | ||
| ROOF | 2019-11-21 | $1,000 | $1,000 | S/L | 15.0000 | ||
| FLOORING | 2022-05-31 | $2,100 | $525 | 200DB | 5.0000 | $630 | $630 |
| WATER HEATER | 2023-01-01 | $646 | 200DB | 5.0000 | $226 | $226 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (17 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Sales ExpenseSalesExpenseAmt | Total NetTotalNetAmt | Accumulated DepreciationAccumulatedDepreciationAmt |
|---|---|---|---|---|---|---|---|
| SALE OF 228-230 NEW MALLERY | PURCHASE | 2023-01 | $155,000 | $129,347 | $11,946 | $75,028 | $61,321 |
| SEE ATTACHMENT D-1 | PURCHASE | $115,595 | $111,706 | $3,889 | |||
| SEE ATTACHMENT D-1 | PURCHASE | $86,107 | $86,107 | ||||
| SEE ATTACHMENT D-1 | PURCHASE | $291,496 | $313,155 | -$21,659 | |||
| SEE ATTACHMENT D-1 | PURCHASE | $254,420 | $273,173 | -$18,753 | |||
| SEE ATTACHMENT D-1 | PURCHASE | $557 | $557 | ||||
| SEE ATTACHMENT D-2 | PURCHASE | $18,656 | $24,596 | -$5,940 | |||
| SEE ATTACHMENT D-2 | PURCHASE | $65,701 | $39,604 | $26,097 | |||
| SEE ATTACHMENT D-3 | PURCHASE | $16,325 | $16,895 | -$570 | |||
| SEE ATTACHMENT D-3 | PURCHASE | $33,383 | $30,777 | $2,606 | |||
| SEE ATTACHMENT D-4 | PURCHASE | $44,017 | $46,298 | -$2,281 | |||
| SEE ATTACHMENT D-4 | PURCHASE | $431,845 | $403,836 | $28,009 | |||
| SEE ATTACHMENT D-6 | PURCHASE | $72,531 | $71,331 | $1,200 | |||
| SEE ATTACHMENT D-6 | PURCHASE | $830,430 | $618,835 | $211,595 | |||
| SEE ATTACHMENT D-7 | PURCHASE | $453,770 | $350,000 | $103,770 | |||
| SEE ATTACHMENT D-8 | PURCHASE | $554,975 | $526,462 | $28,513 | |||
| SEE ATTACHMENT D-8 | PURCHASE | $687,494 | $521,032 | $166,462 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JACKSON LIFE ANNUITY | $1,750,000 | $1,750,000 |
| WELLS FARGO 2565 | $2,177,605 | $2,177,605 |
| WELLS FARGO 1848 | $825,609 | $825,609 |
| WELLS FARGO 0483 | $129,286 | $129,286 |
| WELLS FARGO 9405 | $2,179,056 | $2,179,056 |
| WELLS FARGO 3420 | $240,257 | $240,257 |
| WELLS FARGO 8632 | $2,494,400 | $2,494,400 |
| WELLS FARGO 5497 | $2,052,240 | $2,052,240 |
| WELLS FARGO 7578 | $1,651,506 | $1,651,506 |
| FORETHOUGHT LIFE ANNUITY | $500,000 | $500,000 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| IGM 2003-1 | $342 | $342 |
| IGM 2003-2 | $534 | $534 |
| IGM 2004-1 | $334 | $334 |
| IGM 2004-2 | $122 | $122 |
| IGM 2005-1 | $863 | $863 |
| IGM 2005-2 | $2,442 | $2,442 |
| IGM 2006-1 | $268 | $268 |
| IGM 2006-2 | $546 | $546 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| BUILDING | $1,552,797 | $660,641 | $892,156 | $1,552,797 |
| LAND IMPROVEMENTS | $78,331 | $63,135 | $15,196 | $78,331 |
| EQUIPMENT & FURNISHINGS | $72,925 | $64,057 | $8,868 | $72,925 |
| LAND | $364,890 | $364,890 | $364,890 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | CategoryTxt |
| Legal Fees | $1,930 | LegalFeesAmt |
| Disbursements Charitable Prps | $1,930 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INTEREST RECEIVABLE | $6,759 | $19,598 | $19,598 |
| DUE TO/FROM DIFFERENCE | -$2,611 | -$2,611 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL INCOME TAX PAYMENTS | Desc |
| Amt | $6,854 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (63 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SUSQUEHANNA APARTMENTS | |||
| INSURANCE | $15,238 | $15,238 | |
| REPAIRS & MAINTENANCE | $10,138 | $10,138 | |
| TRASH COLLECTION | $6,539 | $6,539 | |
| PEST CONTROL | $2,294 | $2,294 | |
| GROUND MAINTENANCE | $1,191 | $1,191 | |
| VEHICLE EXPENSE | $1,184 | $1,184 | |
| OFFICE EXPENSE | $722 | $722 | |
| SYSTEM TESTING | $355 | $355 | |
| SNOW REMOVAL | $168 | $168 | |
| TENANT FUNCTIONS | $162 | $162 | |
| DUES & DONATION | $87 | $87 | |
| 53WYOMINGAVE &55 W HARRISON | |||
| INSURANCE | |||
| REPAIRS & MAINTENANCE | |||
| 10-12 PA AVE,TUNKHANNOCK PA | |||
| INSURANCE | |||
| REPAIRS & MAINTENANCE | |||
| 220-222 NEW MALLERY PL, WB | |||
| REPAIRS & MAINTENANCE | |||
| INSURANCE | |||
| PEST CONTROL | |||
| LEVEE FEE | |||
| 224 NEW MALLERY PL, WB | |||
| INSURANCE | |||
| REPAIRS & MAINTENANCE | |||
| PEST CONTROL | |||
| RECYCLING FEES | |||
| LEVEE FEE | |||
| 228-230 NEW MALLERY PL WB | |||
| PEST CONTROL | $40 | $40 | |
| 35 SECOND STREET, TUNK PA | |||
| INSURANCE | |||
| 1745 VALLEY RD, MANSFIELD | |||
| INSURANCE | $1,626 | $1,626 | |
| REPAIRS & MAINTENANCE | $300 | $300 | |
| 872 SALEM BLVD,SHICKSHINNY | |||
| REPAIRS & MAINTENANCE | $7,065 | $7,065 | |
| INSURANCE | $6,119 | $6,119 | |
| SYSTEM TESTING | $2,475 | $2,475 | |
| PEST CONTROL | $500 | $500 | |
| 22 SPRUCE STREET, TUNK PA | |||
| INSURANCE | $1,555 | $1,555 | |
| RR1 ROUTE 6&PA 220N TOWANDA | |||
| APPRAISALS | |||
| INSURANCE | |||
| GROUND MAINTENANCE | |||
| REPAIRS & MAINTENANCE | |||
| 915 ROUTE 6, TUNKHANNOCK PA | |||
| REPAIRS & MAINTENANCE | $6,388 | $6,388 | |
| INSURANCE | $6,304 | $6,304 | |
| PEST CONTROL | $500 | $500 | |
| WATER TESTING | $260 | $260 | |
| 119 WARREN ST TUNKHANNOCK | |||
| INSURANCE | $544 | $544 | |
| 35 WYOMING AVE | |||
| INSURANCE | $8 | $8 | |
| EXPENSES | |||
| WELLS FARGO FEES | $60,320 | $60,320 | |
| OFFICE EXPENSE | $1,144 | $572 | $572 |
| SERVICE CHARGES/FEES - STOCK | $1,066 | $1,066 | |
| INSURANCE | $467 | $467 | |
| IGM PTR LOSS | $1,075 | $1,075 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ROYALTY INCOME | $2,152 | $2,152 |
| ROYALTY DEDUCTIONS | -$26 | -$26 |
| REIMBURSEMENT | $8,321 | $8,321 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NON REPORTED GAIN | $51,137 |
| UNREALIZED APPRECIATION OF MKT SEC | $622,564 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| SECURITY DEPOSITS | $2,300 | $1,405 |
| PAYROLL TAXES | $2,766 | $2,807 |
| ACCRUED INSURANCE REFUND | $2,198 |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp (2 entries)
| Balance DueBalanceDueAmt |
|---|
| DUE FROM PA DEPT OF REC |
| $690 |
| INSTALLMENT SALE WARREN ST |
| $117,857 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SUSQUEHANNA APARTMENTS | CategoryTxt |
| Amt | $46,923 | Amt |
| Net Investment Income | $46,923 | NetInvestmentIncomeAmt |