STRATEGY STUDIO / PUBLIC DATA EXPLORER

TAMBUR FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
TAMBUR FAMILY FOUNDATION (EIN 68-0616241)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-09-10
IRS object ID
202412549349100506
Schema version
2023v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-09-10T09:30:23-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN232535812PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SNYDER & CLEMENTEBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1575 PIERCE STREET SUITE 400AddressLine1Txt
CityKINGSTONCityNm
State AbbreviationPAStateAbbreviationCd
ZIP18704ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN680616241EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE TAMBUR FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTAMBBusinessNameControlTxt
Phone5708300301PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11140 ROUTE 315AddressLine1Txt
CityWILKES BARRECityNm
State AbbreviationPAStateAbbreviationCd
ZIP18711ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT TAMBURROPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone5708300301PhoneNum
Signature2024-09-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEPHEN CLEMENTEPreparerPersonNm
PTINP00413637PTIN
Phone5702886464PhoneNum
Preparation2024-09-10PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-08-08 14:25:15ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,719,679FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$7,637InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$7,637InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$32,921DividendsRevAndExpnssAmt
Dividends Net Invst Incm$32,921DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$28,393NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$553,666GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$28,393CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$68,951TotalRevAndExpnssAmt
Total Net Invst Incm$68,951TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$1,500AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$18,084OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$18,084OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$302TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$302TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$19,886TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$18,084TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,802TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$80,300ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$80,300ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$100,186TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$18,084TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$82,102TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$31,235ExcessRevenueOverExpensesAmt
Net Investment Income$50,867NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$29,436SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$20,577SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$20,577SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$275,942USGovernmentObligationsBOYAmt
US Government Obligations EOY$286,763USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$286,763USGovtObligationsEOYFMVAmt
Corporate Stock BOY$1,098,111CorporateStockBOYAmt
Corporate Stock EOY$1,184,982CorporateStockEOYAmt
Corporate Stock EOYFMV$1,184,982CorporateStockEOYFMVAmt
Other Investments BOY$218,718OtherInvestmentsBOYAmt
Other Investments EOY$227,357OtherInvestmentsEOYAmt
Other Investments EOYFMV$227,357OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,622,207TotalAssetsBOYAmt
Total Assets EOY$1,719,679TotalAssetsEOYAmt
Total Assets EOYFMV$1,719,679TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,622,207RetainedEarningBOYAmt
Retained Earning EOY$1,719,679RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,622,207TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,719,679TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,622,207TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,719,679TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,622,207TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$31,235ExcessRevenueOverExpensesAmt
Other Increases$128,707OtherIncreasesAmt
Subtotal$1,719,679SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,719,679TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MORGAN STANLEY2023-01-012023-12-31$288,463$280,554$7,909$7,909
MORGAN STANLEY2023-01-012023-12-31$265,203$244,719$20,484$20,484
FieldValueIRS element (for citing)
Capital Gain Net Income$28,393CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$7,909NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$707InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$707SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$707TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$41EsPenaltyAmt
Tax Due$748TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5708259501PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11140 ROUTE 315AddressLine1Txt
CityWILKES BARRECityNm
State AbbreviationPAStateAbbreviationCd
ZIP18711ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ROBERT L TAMBUR
1140 ROUTE 315WILKES BARREPA18711TRUSTEE2.00$0$0$0
VIRGINIA TAMBUR
1140 ROUTE 315WILKES BARREPA18711TRUSTEE1.00$0$0$0
ROBERT S TAMBURRO
1140 ROUTE 315WILKES BARREPA18711TRUSTEE2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,623,078AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$35,360AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,658,438TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,658,438AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$24,877CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,633,561NetVlNoncharitableAssetsAmt
Minimum Investment Return$81,678MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$81,678MinimumInvestmentReturnAmt
Tax Based On Investment Income$707TaxBasedOnInvestmentIncomeAmt
Total Tax$707TotalTaxAmt
Distributable Before Adj$80,971DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$80,971DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$80,971DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$82,102ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$82,102QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$80,971DistributableAsAdjustedAmt
Undistributed Income PY$78,533UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$82,102QualifyingDistributionsAmt
Applied To Year1$78,533AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$3,569AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$77,402UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonROBERT L TAMBURRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11140 ROUTE 315AddressLine1Txt
CityWILKES BARRECityNm
State AbbreviationPAStateAbbreviationCd
ZIP18711ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5708259501RecipientPhoneNum
Form And Info And MaterialsREQUESTS FOR CONTRIBUTIONS SHOULD BE SUBMITTED IN WRITING.FormAndInfoAndMaterialsTxt
Submission DeadlinesNO SUBMISSION DEADLINES.SubmissionDeadlinesTxt
Restrictions On AwardsNO RESTRICTIONS OR LIMITATIONS ON AWARDS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (80 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ST JUDE'S CHILDRENS HOPITAL GOLF TOURNAMENT
538 SPRUCE STREET SUITE 600SCRANTONPA18503PUBLICCHARITABLE$1,000
ALLIED SERVICES FOUNDATION
100 ABINGTON EXECUTIVE PARKCLARKS SUMMITPA18411PUBLICCHARITABLE$250
AMERICA'S VET DOGS
371 EAST JERICHO TURNPIKESMITHTOWNNY11787PUBLICCHARITABLE$50
TEE'D OFF FOR RICH GOLF TOURNAMENT
1277 HALOWICH ROADHARVEYS LAKEPA18618PUBLICCHARITABLE$600
BLUE CHIP FARM ANIMAL REFUGE
974 LOCKVILLE ROADDALLASPA18612PUBLICCHARITABLE$250
BIG BROTHERSBIG SISTERS OF NEPA
190 WELLES STREET SUITE 168-170FORTY FORTPA18704PUBLICCHARITABLE$250
BLUE RIDGE TRAIL PINK AND BLUE
260 COUNTRY CLUB DRIVEMOUNTAIN TOPPA18707PUBLICCHARITABLE$500
BOLD GOLD BROADCAST MEDIA
575 GROVE STREETHONESDALEPA18431PUBLICCHARTIABLE$5,000
BRIAN MATTAS MEMORIAL FUND
PO BOX 651BETHELPA18102PUBLICCHARITABLE$250
CHILDRENS ADVOCACY CENTER OF NEPA
335 SOUTH FRANKLIN STREETWILKES BARREPA18702PUBLICCHARITABLE$250
CAMP FREEDOM
3835 MAUCH CHUNK ROADALLENTOWNPA18104PUBLICCHARITABLE$1,000
CASA OF LUZERNE COUNTY
667 S RIVER STREETWILKES BARREPA18705PUBLICCHARITABLE$1,000
CHURCHHILL SOCIETY OF PA
575 GROVE STREETHONESDALEPA18431PUBLICCHARITABLE$1,200
COUNTY DETECTIVE ASSOC OF PA
200 NORTH RIVER STREETWILKES BARREPA18711PUBLICCHARITABLE$500
DINNERS FOR KIDS
84 WYOMING AVENUEEDWARDSVILLEPA18704PUBLICCHARITABLE$2,500
DIOCESE OF SCRANTON
300 WYOMING AVESCRANTONPA18503PUBLICCHARITABLE$1,000
DOMESTIC VIOLENCE SERVICE CENTER
PO BOX 2177WILKES BARREPA18703PUBLICCHARITABLE$750
DOWNTOWN PITTSTON PARTNERSHIP
72 SOUTH MAIN STREETPITTSTONPA18640PUBLICCHARITABLE$500
FARM ARTS COLLECTIVE
38 HICKORY LANEDAMASCUSPA18415PUBLICCHARITABLE$500
FAMILY SERVICE ASSOCIATION NORTHEASTERN PA
32 WEST MARKET STREETWILKES BARREPA18701PUBLICCHARITABLE$250
FLAG
PO BOX 911COLLEYVILLETX76034PUBLICCHARITABLE$500
FINE ARTS FIESTA
PO BOX 2053WILKES BARREPA18703PUBLICCHARITABLE$250
FRIEDMAN JEWISH COMMUNITY CENTER
613 S J STRAUSS LNKINGSTONPA18704PUBLICCHARITABLE$1,250
GEISINGER HEALTH FOUNDATION
100 N ACADEMY AVENUEDANVILLEPA17822PUBLICCHARITABLE$6,500
FM KIRBY CENTER
71 PUBLIC SQUAREWILKES BARREPA18701PUBLICCHARITABLE$7,750
GREATER PITTSTON SANTA SQUAD
76 SOUTH MAIN STREETPITTSTONPA18640PUBLICCHARITABLE$250
HELPING HANDS SOCIETY
301 SILVER DRIVEHAZLETONPA18201PUBLICCHARITABLE$1,000
INDO AMERICAN COMMUNITY OF SCRANTON
1010 DRINKER STREETDUNMOREPA18512PUBLICCHARITABLE$2,500
JOHN BENO BORZELL MEMORIAL SCHOLARSHIP GOLF TOURNAMENT
377 WYOMING AVENUEWYOMINGPA18644PUBLICCHARITABLE$750
KEYSTONE COLLEGE
1 COLLEGE ROADLAPLUMEPA18440PUBLICCHARITABLE$3,500
KIWANIS CLUB OF SCRANTON
409 KINGSLEY BLVDPECKVILLEPA18452PUBLICCHARITABLE$200
EPILEPSY FOUNDATION
845 WYOMING AVENUEKINGSTONPA18704PUBLICCHARITABLE$50
COLLEEN SHEA FOUNDATION
1086 HIGHWAY 315WILKES BARREPA18702PUBLICCHARITABLE$200
LCCC FOUNDATION
521 TRAILBLAZER DRIVENANTICOKEPA18634PUBLICCHARITABLE$5,000
LUZURNE COUNTY SPCA
524 EAST MAIN STREETWILKES BARREPA18702PUBLICCHARITABLE$500
LUZERNE COUNTY HEAD START
23 BEEKMAN STREETWILKES BARREPA18702PUBLICCHARITABLE$500
MARYWOOD UNIVERSITY
2300 ADAMS AVENUESCRANTONPA18509PUBLICCHARITABLE$1,000
MATERNAL FAMILY HEALTH SERVICES
15 PUBLIC SQUARE SUITE 600WILKES BARREPA18702PUBLICCHARITABLE$300
MEALS ON WHEELS OF GREATER PITTSTON
59 SOUTH MAIN STREETPITTSTONPA18640PUBLICCHARITABLE$250
LUZERNE COUNTY CHILD ADVOCACY CENTER
187 HANOVER STREETWILKES BARREPA18702PUBLICCHARITABLE$500
LUZERNE FOUNDATION
34 SOUTH RIVER STREETWILKES BARREPA18702PUBLICCHARITABLE$750
MOUNTAINTOP AREA LITTLE LEAGUE
357 ALBERDEEN ROADMOUNTAINTOPPA18707PUBLICCHARITABLE$500
NATIVITY MIGUEL SCHOOL
2300 ADAMS AVENUEDUNMOREPA18509PUBLICCHARITABLE$3,000
NEPA INCLUSIVE
22 EAST STREET SUITE 3PITTSTONPA18640PUBLICCHARITABLE$500
NEPA PET FUND & RESCUE
PO BOX 3953SCRANTONPA18505PUBLICCHARITABLE$250
NEW VOCATIONS
719 DOLAN LANELEXINGTONKY40511PUBLICCHARITABLE$300
NORTHBRANCH LAND TRUST GOLD TOURNAMENT
215 HUNTSVILLE IDETOWN ROADDALLASPA18612PUBLICCHARITABLE$5,500
OSTERHOUT FREE LIBRARY
71 S FRANKLIN STREETWILKES BARREPA18701PUBLICCHARITABLE$1,000
FRANK AND DOTTIE HENRY MEMORIAL GOLF TOURNAMENT
47 SOUTH WASHINGTON STREETWILKES BARREPA18701PUBLICCHARITABLE$750
PENN STATE UNIVERSITY
201 OLD MAINUNIVERSITY PARKPA16802PUBLICCHARITABLE$5,000
PITTSTON FESTIVAL ASSOCIATION
71 SOUTH MAIN STREETPITTSTONPA18640PUBLICCHARITABLE$500
PLAINS TOWNSHIP POLICE DEPT (ANNUAL NIGHT OUT)
126 N MAIN STREETWILKES BARREPA18705PUBLICCHARITABLE$100
MEALS ON WHEELS OF WYOMING VALLEY
190 S SPRAGUE AVENUEKINGSTONPA18704PUBLICCHARITABLE$250
SHRINER'S HOSPITALS
2900 ROCKY POINT DRIVETAMPAFL33607PUBLICCHARITABLE$250
ST VINCENT DE PAUL
369 EAST JACKSON STREETWILKES BARREPA18701PUBLICCHARITABLE$1,000
MILES FOR MICHAEL
9 SOUTH MAIN STREETYATESVILLEPA18640PUBLICCHARITABLE$500
ST JUDES CHILDREN HOSPITAL
387 E SOUTH STWILKES BARREPA18702PUBLICCHARITABLE$500
STEPHEN SILLER TUNNEL OF TOWERS
2361 HYLAN BOULEVARDSTATEN ISLANDNY10306PUBLICCHARITABLE$1,000
PITTSTON MEMORIAL LIBRARY
47 BROAD STREETPITTSTONPA18640PUBLICCHARITABLE$200
PLAINS LITTLE LEAGUE
37 WYOMING STREETPLAINSPA18705PUBLICCHARITABLE$150
VALLEY IN MOTION
1300 OLD PLANK ROADMAYFIELDPA18433PUBLICCHARITABLE$1,000
VALLEY SANTA
69 PUBLIC SQUARE 11TH FLOORWILKES BARREPA18701PUBLICCHARITABLE$250
STOP ABUSE FOR EVERYONE
PO BOX 19454AUSTINTX78760PUBLICCHARITABLE$250
SPECIAL OLYMPICS
2200 HAMILTON STREETALLENTOWNPA18104PUBLICCHARITABLE$100
WOMEN'S RESOURCE CENTER
PO BOX 975SCRANTONPA18501PUBLICCHARITABLE$350
WOUNDED WARRIOR PROJECT
PO BOX 758541TOPEKAKS66675PUBLICCHARITABLE$100
WV HABITAT FOR HUMANITY
825 E MAIN STREETNANTICOKEPA18634PUBLICCHARITABLE$500
ST ANN'S BASILICA
1233 ST ANN STREETSCRANTONPA18504PUBLICCHARITABLE$500
WYOMING VALLEY CHILDREN'S ASSOCIATION
1133 WYOMING AVENUEFORTY FORTPA18704PUBLICCHARITABLE$250
ST JOSEPH'S INDIAN SCHOOL
1301 N MAIN STREETCHAMBERLAINSD57325PUBLICCHARITABLE$150
ST LUKE'S CHURCH OF CHRIST
471 N MAIN STREETPLAINSPA18705PUBLICCHARITABLE$50
STEP BY STEP
744 KIDDER STREETWILKES BARREPA18702PUBLICCHARITABLE$1,000
SUSAN SHAFFER - BENEFIT FOR LINDA CABALLERO
169 WHITE OAK DRHUNLOCK CREEKPA18621PUBLICCHARITABLECHARITABLE$50
TEMPLE B'NAI B'RITH
408 WYOMING AVENUEKINGSTONPA18704PUBLICCHARITABLECHARITALBECHARITABLE$200
THE CANCER WELLNESS CENTER OF NEPA
190 WELLES STREET SUITE 166FORTY FORTPA18704PUBLICCHARITABLE$1,500
THE CODY BARRASSE FOUNDATION
615 JEFFERSON AVE SUITE 102SCRANTONPA18510PUBLICCHARITABLE$500
TRACEY'S HOPE
113 FOOTE AVENUEDURYEAPA18642PUBLICCHARITABLE$250
UNICO NATIONAL SCRANTON CHAPTER
PO BOX 278DUNMOREPA18512PUBLICCHARITABLE$200
WHICKERS WORLD
100 WILLIAM STREETPLAINSPA18705PUBLICCHARITABLE$250
WVC OF PENN STATE ALUMNI ASSOCIATION
1600 WOODLAND ROAD 125 SUTHERLANDABINGTONPA19001PUBLICCHARITALBE$500BLDG
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$80,300TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,637ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$32,921ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$28,393ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$68,951ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$68,951TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,500DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKSStockNm
EOY Book Value$1,184,982EOYBookValueAmt
EOYFMV$1,184,982EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$286,763USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$286,763USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ETFS AND CEFSFMV$120$120
MUTUAL FUNDSFMV$222,039$222,039
UNSETTLED PURCHASESFMV$5,198$5,198

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescNET UNREALIZED GAINDesc
Amt$128,707Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$18,084Amt
Net Investment Income$18,084NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAIDCategoryTxt
Amt$302Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$302DisbursementsCharitablePrpsAmt