ROY W PIPER CHARITABLE TR: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ROY W PIPER CHARITABLE TR (EIN 20-7487500)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-12
- IRS object ID
- 202341329349103659
- Schema version
- 2022v5.0
- 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
- 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 | 2023-05-12T15:38:32-04:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 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 | 2022-01-01 | 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 | 2023-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WILLIAM | PersonFirstNm |
| Person Last | PETTY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GORDON W CHASE CPA | PreparerPersonNm |
| PTIN | P01056561 | PTIN |
| Phone | 5708363868 | PhoneNum |
| Preparation | 2023-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,800,751 | 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 | $100,898 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $100,898 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $264,713 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $264,713 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $562,861 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $562,861 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $209,438 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $455,335 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,272,559 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $16,340 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $16,340 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,400,147 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $944,812 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $109,128 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $67,128 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $42,000 | 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 | $16,729 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $10,524 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $6,205 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,320 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,660 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,660 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $41,412 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $41,412 | OtherProfFeesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $79,629 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $79,629 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $159,696 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $156,748 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $2,948 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,229 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $2,229 | TravConfMeetingNetInvstIncmAmt |
| Printing And Pub Rev And Expnss | $1,976 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $874 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $1,102 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $153,194 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $90,527 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,167 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $587,313 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $451,731 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $75,082 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,282,754 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,282,754 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,870,067 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $451,731 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,357,836 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$469,920 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $493,081 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $313,853 | CashBOYAmt |
| Cash EOY | $663,855 | CashEOYAmt |
| Cash EOYFMV | $663,855 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $239,840 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $131,225 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $131,225 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $129,012 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl EOY | $129,012 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $129,012 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $26,189 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $17,596 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $17,596 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $14,401,220 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,661,226 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,661,226 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,089 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,526 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,526 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,184,552 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $793,142 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,423,466 | LandBOYAmt |
| Land EOY | $1,391,410 | LandEOYAmt |
| Land EOYFMV | $2,184,552 | LandEOYFMVAmt |
| Other Assets BOY | $6,722 | OtherAssetsBOYAmt |
| Other Assets EOY | $6,759 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $6,759 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $17,412,379 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,007,609 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,800,751 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $15,952 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $7,264 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $15,952 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,264 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,995,207 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,339,119 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $14,401,220 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $12,661,226 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,396,427 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,000,345 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,412,379 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,007,609 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,396,427 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$469,920 | ExcessRevenueOverExpensesAmt |
| Other Increases | $23,009 | OtherIncreasesAmt |
| Subtotal | $16,949,516 | SubtotalAmt |
| Other Decreases | $1,949,171 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,000,345 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$55,076 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,854 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,854 | SubtotalAmt |
| Tax Based On Investment Income | $6,854 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $20,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $13,146 | OverpaymentAmt |
| Applied To ES Tax | $13,146 | 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 | 40.00 | $56,628 | $0 | $0 |
| THOMAS P TULANEY | ||||||||
| PO BOX 460 | TUNKHANNOCK | PA | 18657 | TRUSTEE | 2.00 | $17,500 | $0 | $0 |
| ROBERT P BROWNING | ||||||||
| PO BOX 460 | TUNKHANNOCK | PA | 18657 | TRUSTEE | 2.00 | $17,500 | $0 | $0 |
| RONALD KUKUCHKA | ||||||||
| PO BOX 460 | TUNKHANNOCK | PA | 18657 | TRUSTEE | 2.00 | $17,500 | $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 | $13,318,738 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $674,678 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,720,663 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,714,079 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $17,714,079 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $265,711 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,448,368 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $872,418 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $872,418 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,854 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,854 | TotalTaxAmt |
| Distributable Before Adj | $865,564 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $865,564 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $865,564 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,357,836 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,357,836 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $865,564 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $756,417 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,357,836 | QualifyingDistributionsAmt |
| Applied To Year1 | $756,417 | AppliedToYear1Amt |
| Applied To Current Year | $601,419 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $264,145 | 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 (70 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BOY SCOUTS OF AMERICA | ||||||||
| 72 MONTAGE MOUNTAIN RD | MOOSIC | PA | 18507 | NONE | PUBLIC | GENERAL GRANT | $25,000 | |
| ALFANO ALENI | ||||||||
| 15 POWDER MILL RD | PITTSTON TWP | PA | 18640 | NONE | N/A | COLLEGE SCHOLARSHIP | $6,750 | |
| BANTA CATHERINE | ||||||||
| 307 TURNPIKE RD | TUNKHANNOCK | PA | 18657 | NONE | N/A | COLLEGE SCHOLARSHIP | $1,857 | APT 7 |
| BARLOW BRYAN | ||||||||
| 1372 FAIRVIEW RD | SCOTT TOWNSHIP | PA | 18411 | NONE | N/A | COLLEGE SCHOLARSHIP | $14,000 | |
| BLACKWELL DAMANI | ||||||||
| 6401 S WESTSHORE BLVD | TAMPA | FL | 33616 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,807 | APT 161 |
| BLOOM CHRISTIAN | ||||||||
| 616 MYRTLE ST | SCRANTON | PA | 18505 | NONE | N/A | COLLEGE SCHOLARSHIP | $4,500 | |
| BUSCHER JEFFERY | ||||||||
| 83 E CENTER HILL RD | DALLAS | PA | 18612 | NONE | N/A | COLLEGE SCHOLARSHIP | $4,793 | |
| CAMPBELL JACOB | ||||||||
| 1800 MONSEY AVE | SCRANTON | PA | 18509 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,000 | |
| 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 | $870 | |
| CASTILLO CARLOS | ||||||||
| 62 WEST CHURCH ST | NANTICOKE | PA | 18634 | NONE | N/A | COLLEGE SCHOLARSHIP | $3,150 | |
| CLARK ISAAC | ||||||||
| 68 W 800 ST | FORT BRANCH | IN | 47648 | NONE | N/A | COLLEGE SCHOLARSHIP | $13,137 | |
| COOPER BRITTANY | ||||||||
| 953 DANBY RD | ITHACA | NY | 14850 | NONE | N/A | COLLEGE SCHOLARSHIP | $17,500 | |
| CORKER BREEZY | ||||||||
| 321 PEACH LANE | TUNKHANNOCK | PA | 18657 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,736 | |
| 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 | $10,231 | |
| DUDECK LAUREN | ||||||||
| 105 HENRY ST | PLAINS | PA | 18705 | NONE | N/A | COLLEGE SCHOLARSHIP | $13,810 | |
| EVANS KELSEY | ||||||||
| 13 SALEM DRIVE | WILKESBARRE | PA | 18702 | NONE | N/A | COLLEGE SCHOLARSHIP | $11,350 | |
| FARMER DESTINY | ||||||||
| 1001 WEST GRANT ST | BLAKELY | PA | 18447 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,000 | |
| FLORES ADAKA | ||||||||
| 108 MARSH LANE | TUNHANNOCK | PA | 18657 | NONE | N/A | COLLEGE SCHOLARSHIP | $9,215 | APT 2 |
| GALLO JENNA | ||||||||
| 303 WARD ST | DUNMORE | PA | 18512 | NONE | N/A | COLLEGE SCHOLARSHIP | $7,500 | |
| GAY CURTIS | ||||||||
| 826 HUNTER HWY | TUNKHANNOCK | PA | 18657 | NONE | N/A | COLLEGE SCHOLARSHIP | $8,250 | |
| GRIFFIN TYONNA | ||||||||
| 439 STIPP COURT | SCRANTON | PA | 18510 | NONE | N/A | COLLEGE SCHOLARSHIP | $7,500 | |
| HARRY KORTNEY | ||||||||
| 125 HACKLING ST | NOXEN | PA | 18636 | NONE | N/A | COLLEGE SCHOLARSHIP | $3,750 | |
| HEINE LAUREN | ||||||||
| PO BOX 405 | WAVERLY | PA | 18471 | NONE | N/A | COLLEGE SCHOLARSHIP | $8,040 | |
| HILSON KATIE | ||||||||
| 257 KEOKEE CHAPEL LANE | CRESCO | PA | 18326 | NONE | N/A | COLLEGE SCHOLARSHIP | $7,275 | |
| HUGO DAKOTA | ||||||||
| 19 MOON ST | NEW ALBANY | PA | 18833 | NONE | N/A | COLLEGE SCHOLARSHIP | $14,807 | |
| IVES LUCY | ||||||||
| 5919 SR 3001 | MESHOPPEN | PA | 18630 | NONE | N/A | COLLEGE SCHOLARSHIP | $6,756 | |
| JASIENSKI MATTHEW | ||||||||
| 607 BLUEBERRY DR | DURYEA | PA | 18642 | NONE | N/A | COLLEGE SCHOLARSHIP | $4,000 | |
| JONES NADIA | ||||||||
| 87 CHARLES ST | WILKES BARRE | PA | 18702 | NONE | N/A | COLLEGE SCHOLARSHIP | $12,447 | |
| JUMPER KEVIN | ||||||||
| 231 MONTGOMERY AVE | WEST PITTSTON | PA | 18643 | NONE | N/A | COLLEGE SCHOLARSHIP | $7,000 | |
| KAZMIERCZAK MICHAEL | ||||||||
| 536 S MAIN ST | TAYLOR | PA | 18517 | NONE | N/A | COLLEGE SCHOLARSHIP | $3,464 | |
| KILE MAYA | ||||||||
| 618 EAST 3RD ST | BEREICK | PA | 18643 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,000 | |
| KING ELIANA | ||||||||
| 1618 NORTH WEBSTER AVE | DUNMORE | PA | 18509 | NONE | N/A | COLLEGE SCHOLARSHIP | $2,417 | |
| LEE MATTHEW | ||||||||
| 14 SUSQUEHANNA AVE | TUNKHANNOCK | PA | 18657 | NONE | N/A | COLLEGE SCHOLARSHIP | $7,500 | |
| MALINOWSKI SHANE | ||||||||
| 85 OVERTON RD | NEW ALBANY | PA | 18833 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,000 | |
| MODI NEEL | ||||||||
| 1107 TAYLOR AVE | DUNMORE | PA | 18510 | NONE | N/A | COLLEGE SCHOLARSHIP | $3,000 | |
| MORRIS SARA | ||||||||
| 88 SIMPSON ST | WILKES BARRE | PA | 18702 | NONE | N/A | COLLEGE SCHOLARSHIP | $15,000 | |
| MOWRY MATTHEW | ||||||||
| 956 TRIBLE RD | MESHOPPEN | PA | 18630 | NONE | N/A | COLLEGE SCHOLARSHIP | $6,000 | |
| NESTOR MADISON | ||||||||
| 45 ARROWHEAD DRIVE | FACTORYVILLE | PA | 18419 | NONE | N/A | COLLEGE SCHOLARSHIP | $6,500 | |
| 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 | $6,000 | |
| PATEL DEV | ||||||||
| 716 OLIVE ST | SCRANTON | PA | 18510 | NONE | N/A | COLLEGE SCHOLARSHIP | $7,508 | APT 1 |
| PETERS ANGENI | ||||||||
| 1209 NORTH MARKET ST | BERWICK | PA | 18603 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,000 | |
| PUGLIESE NICHOLAS | ||||||||
| 26 BIRKETT ST | CARBONDALE | PA | 18407 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,000 | |
| 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 | $16,000 | |
| SALANSKY MARESSA | ||||||||
| 585 SR 2035 | NICHOLSON | PA | 18446 | NONE | N/A | COLLEGE SCHOLARSHIP | $12,000 | |
| SCHMECKENBECHER OLIVIA | ||||||||
| 23 MORIO DR | TUNKHANNOCK | PA | 18657 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,500 | |
| SEBRING PHOEBE | ||||||||
| 1638 SUMMIT LAKE RD | CLARKS SUMMIT | PA | 18411 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,000 | |
| SEKELSKY ALYSSA | ||||||||
| 418 RIVER ST | DICKSON CITY | PA | 18519 | NONE | N/A | COLLEGE SCHOLARSHIP | $7,516 | |
| SIGAFOOS MAKAYLA | ||||||||
| 52 IRONWOOD ST | TUNKHANNOCK | PA | 18657 | NONE | N/A | COLLEGE SCHOLARSHIP | $15,604 | |
| SMITH KAILYN | ||||||||
| 36 PHILADELPHIA AVE | TUNKHANNOCK | PA | 18657 | NONE | N/A | COLLEGE SCHOLARSHIP | $14,503 | |
| SMITH KYLIE | ||||||||
| 2620 SR 3013 | SPRINGVILLE | PA | 18844 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,500 | |
| SNOW SARAH | ||||||||
| 234 BAVARIAN HILL RD | BEACH LAKE | PA | 18405 | NONE | N/A | COLLEGE SCHOLARSHIP | $9,450 | |
| 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 | $10,000 | |
| STUENZI MONICA | ||||||||
| 343 W MAIN ST | DALTON | PA | 18414 | NONE | N/A | COLLEGE SCHOLARSHIP | $21,173 | |
| SUAREZ SANTIAGO | ||||||||
| 542 E 10TH ST | BERWICK | PA | 18603 | NONE | N/A | COLLEGE SCHOLARSHIP | $19,460 | |
| THOMPSON BEN | ||||||||
| 125 MAPLE AVE | MOSCOW | PA | 18444 | NONE | N/A | COLLEGE SCHOLARSHIP | $3,750 | |
| VANLUVANEE KEVIN | ||||||||
| PO BOX 279 | NICHOLSON | PA | 18446 | NONE | N/A | COLLEGE SCHOLARSHIP | $3,750 | |
| VOLL OLIVIA | ||||||||
| 81 EAST LYNN ROAD | SPRINGVILLE | PA | 18844 | NONE | N/A | COLLEGE SCHOLARSHIP | $8,750 | |
| VOROZILCHAK PAVEL | ||||||||
| 132 HYLAND HILL DR | ARCHBALD | PA | 18403 | NONE | N/A | COLLEGE SCHOLARSHIP | $17,660 | |
| WENG ZIXUAN | ||||||||
| 8 CEDAR RD | PLAINS | PA | 18705 | NONE | N/A | COLLEGE SCHOLARSHIP | $4,250 | |
| WILLIAMS GAVIN | ||||||||
| 715 UNION ST | TAYLOR | PA | 18517 | NONE | N/A | COLLEGE SCHOLARSHIP | $25,343 | |
| WOODSWORTH SAUL | ||||||||
| 450 CAROLINA AVE | WEST WYOMING | PA | 18644 | NONE | N/A | COLLEGE SCHOLARSHIP | $7,500 | |
| ZABRETSKY KYRA | ||||||||
| 911 WASHINGTON ST | FREELAND | PA | 18224 | NONE | N/A | COLLEGE SCHOLARSHIP | $7,673 | |
| ZAWIERUCHA JADAN | ||||||||
| 1416 SUSCAN ROAD | PITTSTON | PA | 18640 | NONE | N/A | COLLEGE SCHOLARSHIP | $4,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $633,802 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $100,898 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $264,713 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $209,438 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,437 | ExclusionAmt |
| Related Or Exempt Function Incm | $3,341 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$214,713 | ExclusionAmt |
| Related Or Exempt Function Incm | $670,048 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REIMBURSEMENT | Desc |
| Related Or Exempt Function Incm | $7,562 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $365,773 | ExclusionAmt |
| Related Or Exempt Function Incm | $680,951 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,046,724 | 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 | $5,320 | Amt |
| Net Investment Income | $2,660 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,660 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (204 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 | $242,092 | S/L | 27.5000 | $20,245 | $20,245 |
| LAND IMPROVEMENTS-CARRYOVER BASIS | 2010-01-01 | $50,017 | $39,680 | 150DB | 15.0000 | $2,953 | $2,953 |
| 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 | ||
| NEW FURNACE | 2012-01-31 | $1,694 | $1,694 | 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 | ||
| CARPET | 2013-06-30 | $502 | $502 | 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 | ||
| WATER HEATER | 2013-12-31 | $148 | $148 | 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 | $1,382 | 150DB | 15.0000 | $54 | $54 |
| 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 | $2,211 | 150DB | 15.0000 | $91 | $91 |
| CARPET | 2017-01-12 | $391 | $389 | 200DB | 5.0000 | $2 | $2 |
| TRIMMER | 2017-06-14 | $241 | $236 | 200DB | 5.0000 | $5 | $5 |
| CARPET | 2017-07-08 | $495 | $477 | 200DB | 5.0000 | $18 | $18 |
| 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 | $213 | 200DB | 5.0000 | $55 | $55 |
| CARPET & FLOORING | 2020-07-10 | $421 | $206 | 200DB | 5.0000 | $86 | $86 |
| HOT WATER HEATER | 2020-12-22 | $816 | $351 | 200DB | 5.0000 | $186 | $186 |
| CARPET | 2021-02-18 | $362 | $72 | 200DB | 5.0000 | $116 | $116 |
| REFRIGERATOR | 2021-03-08 | $387 | $77 | 200DB | 5.0000 | $124 | $124 |
| CARPET | 2021-04-09 | $281 | $56 | 200DB | 5.0000 | $90 | $90 |
| WATER HEATER | 2021-04-22 | $1,852 | $370 | 200DB | 5.0000 | $593 | $593 |
| CARPET | 2021-07-17 | $281 | $56 | 200DB | 5.0000 | $90 | $90 |
| (2) REFRIGERATORS | 2021-10-10 | $774 | $155 | 200DB | 5.0000 | $247 | $247 |
| FURNACE | 2022-10-31 | $2,789 | 200DB | 5.0000 | $139 | $139 | |
| CARPET | 2022-11-30 | $375 | 200DB | 5.0000 | $19 | $19 | |
| HOT WATER HEATER | 2022-12-31 | $2,897 | 200DB | 5.0000 | $145 | $145 | |
| LAND-BASIS FROM ESTATE | 2010-01-01 | $9,100 | |||||
| BUILDING-BASIS FROM ESTATE | 2010-01-01 | $106,139 | $46,155 | S/L | 27.5000 | $2,091 | $2,091 |
| FURNISHINGS | 2010-06-15 | $244 | $244 | 200DB | 5.0000 | ||
| TUB SURROUNDING | 2017-03-30 | $616 | $612 | 200DB | 5.0000 | $4 | $4 |
| CAR PORT | 2018-08-18 | $1,657 | $1,657 | 200DB | 5.0000 | ||
| LAND-BASIS FROM ESTATE | 2010-01-01 | $10,000 | |||||
| BUILDING-BASIS FROM ESTATE | 2010-01-01 | $103,680 | $45,104 | S/L | 27.5000 | $1,728 | $1,728 |
| IMPROVEMENTS | 2011-06-15 | $2,383 | $914 | S/L | 27.5000 | $39 | $39 |
| NEW WASHER (10 PA AVE) | 2015-01-05 | $450 | $450 | 200DB | 5.0000 | ||
| USED REFRIGERATOR (12 PA AVE) | 2015-07-15 | $400 | $400 | 200DB | 5.0000 | ||
| OAK FLOORING (12 PA AVE) | 2015-07-28 | $281 | $202 | S/L | 15.0000 | $4 | $4 |
| FLOORING (10 PA AVE) | 2016-04-05 | $432 | $295 | S/L | 15.0000 | $7 | $7 |
| LAND-BASIS FROM ESTATE | 2010-01-01 | $7,700 | |||||
| BUILDING-BASIS FROM ESTATE | 2010-01-01 | $78,102 | $33,963 | S/L | 27.5000 | $1,301 | $1,301 |
| IMPROVEMENTS | 2010-12-01 | $655 | $263 | S/L | 27.5000 | $11 | $11 |
| FURNISHINGS | 2010-10-26 | $1,125 | $1,125 | 200DB | 5.0000 | ||
| NEW SINK, FAUCET (220 MALLERY) | 2015-12-15 | $399 | $399 | 200DB | 5.0000 | ||
| WATER HEATER (220) | 2016-07-20 | $719 | $719 | 200DB | 5.0000 | ||
| PORCH REPAIRS (220) | 2016-06-13 | $381 | $261 | S/L | 15.0000 | $6 | $6 |
| STOVE (222) | 2017-01-14 | $551 | $547 | 200DB | 5.0000 | $4 | $4 |
| REBUILD PORCH (220) | 2017-04-03 | $800 | $523 | S/L | 15.0000 | $10 | $10 |
| ROOF (220) | 2017-09-30 | $2,300 | $2,300 | S/L | 15.0000 | ||
| FOUNDATION (220) | 2017-10-01 | $2,500 | $2,500 | S/L | 15.0000 | ||
| REBUILD PORCH (222) | 2018-06-30 | $406 | $406 | 150DB | 15.0000 | ||
| NEW ROOF | 2020-04-18 | $683 | $74 | S/L | 15.0000 | $17 | $17 |
| LAWN MOWER | 2021-10-10 | $227 | $45 | 200DB | 5.0000 | $37 | $37 |
| LAND @ FMV 1/1/10 | 2010-01-01 | $4,400 | |||||
| BUILDING @ FMV 1/1/10 | 2010-01-01 | $105,600 | $45,920 | S/L | 27.5000 | $2,720 | $2,720 |
| IMPROVEMENTS | 2010-11-02 | $248 | $100 | S/L | 27.5000 | $7 | $7 |
| IMPROVEMENTS | 2011-06-15 | $179 | $69 | S/L | 27.5000 | $5 | $5 |
| NEW CARPET | 2012-07-09 | $2,285 | $2,285 | 200DB | 5.0000 | ||
| WASHER & DRYER | 2012-12-14 | $514 | $514 | 200DB | 5.0000 | ||
| RANGE | 2013-03-11 | $514 | $514 | 200DB | 5.0000 | ||
| FURNITURE | 2013-05-12 | $261 | $261 | 200DB | 5.0000 | ||
| STOVE | 2014-01-29 | $503 | $503 | 200DB | 5.0000 | ||
| LAWN MOWER | 2016-09-14 | $180 | $180 | 200DB | 5.0000 | ||
| WATER HEATER | 2016-12-19 | $507 | $507 | 200DB | 5.0000 | ||
| WATER HEATER | 2019-01-24 | $1,025 | $1,025 | 200DB | 5.0000 | ||
| ROOF | 2021-09-04 | $6,363 | $212 | S/L | 15.0000 | $212 | $212 |
| LAND @ FMV 1/1/10 | 2010-01-01 | $8,080 | |||||
| BUILDING @ FMV 1/1/10 | 2010-01-01 | $92,920 | $40,406 | S/L | 27.5000 | $3,379 | $3,379 |
| IMPROVEMENTS | 2010-12-15 | $10,268 | $4,123 | S/L | 27.5000 | $373 | $373 |
| IMPROVEMENTS | 2011-06-15 | $929 | $356 | S/L | 27.5000 | $34 | $34 |
| FURNISHINGS | 2011-06-15 | $1,971 | $1,971 | 200DB | 5.0000 | ||
| FURNACE | 2014-03-13 | $4,639 | $1,314 | S/L | 27.5000 | $169 | $169 |
| BUILDING IMPROVEMENTS | 2014-11-26 | $6,445 | $4,833 | S/L | 15.0000 | $215 | $215 |
| 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 | $404 | S/L | 15.0000 | $20 | $20 |
| WATER HEATER | 2016-12-15 | $280 | $280 | 200DB | 5.0000 | ||
| WINDOWS (228) | 2017-09-04 | $197 | $127 | S/L | 15.0000 | $6 | $6 |
| RANGE (228) | 2018-06-06 | $477 | $477 | 200DB | 5.0000 | ||
| LAND-BASIS FROM ESTATE | 2010-01-01 | $8,200 | |||||
| BUILDING-BASIS FROM ESTATE | 2010-01-01 | $65,490 | $28,478 | S/L | 27.5000 | $1,488 | $1,488 |
| STOVE | 2014-05-30 | $636 | $636 | 200DB | 5.0000 | ||
| REFRIGERATOR | 2014-05-30 | $584 | $584 | 200DB | 5.0000 | ||
| REFRIGERATOR | 2014-08-12 | $585 | $585 | 200DB | 5.0000 | ||
| STOVE | 2014-08-12 | $460 | $460 | 200DB | 5.0000 | ||
| DISHWASHER | 2014-08-12 | $400 | $400 | 200DB | 5.0000 | ||
| CARPET | 2014-08-19 | $1,100 | $1,100 | 200DB | 5.0000 | ||
| IMPROVEMENTS | 2014-10-03 | $1,092 | $819 | S/L | 15.0000 | $18 | $18 |
| CARPET | 2018-03-12 | $250 | $250 | 200DB | 5.0000 | ||
| ROOF | 2019-11-27 | $500 | $500 | S/L | 15.0000 | ||
| LAND-BASIS FROM ESTATE | 2010-01-01 | $100,000 | |||||
| BUILDING-BASIS FROM ESTATE | 2010-01-01 | $200,819 | $61,576 | S/L | 39.0000 | $4,935 | $4,935 |
| IMPROVEMENTS-BARRACKS | 2010-10-15 | $3,032 | $871 | S/L | 39.0000 | $75 | $75 |
| HEAT PUMP | 2010-03-01 | $7,900 | $2,389 | S/L | 39.0000 | $194 | $194 |
| IMPROVEMENTS-BARRACKS | 2011-06-15 | $1,711 | $463 | S/L | 39.0000 | $42 | $42 |
| NEW BASE CABINETS | 2012-10-11 | $508 | $508 | 200DB | 5.0000 | ||
| WATER HEATER | 2013-01-28 | $328 | $328 | 200DB | 5.0000 | ||
| HEATING UNIT | 2013-08-26 | $2,008 | $431 | S/L | 39.0000 | $50 | $50 |
| PARKING LOT PAVING | 2013-05-31 | $32,000 | $19,718 | 150DB | 15.0000 | $945 | $945 |
| HVAC | 2014-07-30 | $5,185 | $992 | S/L | 39.0000 | $127 | $127 |
| IMPROVEMENTS | 2016-06-26 | $1,145 | $782 | S/L | 15.0000 | $20 | $20 |
| HVAC UNIT | 2017-11-21 | $11,883 | $11,883 | 200DB | 5.0000 | ||
| LAND @ FMV 1/1/10 | 2010-01-01 | $180,090 | |||||
| BUILDING @ FMV 1/1/10 | 2010-01-01 | $486,910 | $149,299 | S/L | 39.0000 | $12,485 | $12,485 |
| IMPROVEMENTS-BARRACKS | 2011-06-15 | $22,681 | $6,131 | S/L | 39.0000 | $581 | $581 |
| NEW HEATING UNIT | 2012-02-29 | $16,880 | $6,061 | S/L | 27.5000 | $614 | $614 |
| RANGE | 2013-09-04 | $480 | $480 | 200DB | 5.0000 | ||
| NEW WATER TREATMENT SYSTEM | 2015-06-29 | $2,942 | $2,108 | S/L | 15.0000 | $99 | $99 |
| PARKING LOT SEALING | 2015-10-20 | $4,943 | $3,703 | 150DB | 15.0000 | $145 | $145 |
| REFRIGERATOR | 2016-08-25 | $505 | $505 | 200DB | 5.0000 | ||
| FLOORING | 2016-01-14 | $335 | $229 | S/L | 15.0000 | $11 | $11 |
| BULLET PROOF GLASS | 2016-01-26 | $2,335 | $1,596 | S/L | 15.0000 | $78 | $78 |
| FLOORING | 2016-04-20 | $2,021 | $1,381 | S/L | 15.0000 | $68 | $68 |
| IMPROVEMENTS | 2016-04-28 | $1,569 | $1,072 | S/L | 15.0000 | $52 | $52 |
| IMPROVEMENTS | 2016-05-23 | $3,768 | $2,575 | S/L | 15.0000 | $125 | $125 |
| 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 | $107 | S/L | 15.0000 | $213 | $213 |
| SEALING | 2022-06-23 | $1,125 | 150DB | 15.0000 | $70 | $70 | |
| LAND-BASIS FROM ESTATE | 2010-01-01 | $20,800 | |||||
| BUILDING-BASIS FROM ESTATE | 2010-01-01 | $116,023 | $50,452 | S/L | 27.5000 | $4,219 | $4,219 |
| LAND @ FMV 1/1/10 | 2010-01-01 | $84,180 | |||||
| BUILDING @ FMV 1/1/10 | 2010-01-01 | $281,820 | $86,413 | S/L | 39.0000 | $1,505 | $1,505 |
| IMPROVEMENTS-BARRACKS | 2010-09-30 | $3,909 | $1,131 | S/L | 39.0000 | $21 | $21 |
| FURNISHINGS | 2010-09-15 | $1,557 | $1,557 | 200DB | 5.0000 | ||
| PARKING LOT | 2011-06-02 | $22,550 | $22,550 | 150DB | 15.0000 | ||
| AIR CONDITION UNIT | 2012-08-06 | $3,500 | $3,500 | 200DB | 5.0000 | ||
| CARPET | 2013-12-30 | $600 | $600 | 200DB | 5.0000 | ||
| HEATING UNIT | 2013-06-17 | $2,216 | $485 | S/L | 39.0000 | $12 | $12 |
| HVAC | 2014-07-09 | $4,385 | $2,612 | S/L | 39.0000 | $11 | $11 |
| CARPET | 2014-01-17 | $1,790 | $1,790 | 200DB | 5.0000 | ||
| CARPET | 2014-02-13 | $1,685 | $1,685 | 200DB | 5.0000 | ||
| PARKING AREA | 2014-09-10 | $6,728 | $5,238 | 150DB | 15.0000 | $100 | $100 |
| RESTRIPPING LOT | 2016-04-28 | $550 | $396 | 150DB | 15.0000 | $8 | $8 |
| CARPET | 2017-10-01 | $411 | $411 | 200DB | 5.0000 | ||
| CARPET | 2018-03-12 | $1,697 | $1,697 | 200DB | 5.0000 | ||
| SEALING | 2018-05-14 | $2,950 | $2,950 | 150DB | 15.0000 | ||
| LAND-BASIS FROM ESTATE | 2010-01-01 | $90,000 | |||||
| BUILDING-BASIS FROM ESTATE | 2010-01-01 | $329,128 | $100,919 | S/L | 39.0000 | $8,439 | $8,439 |
| LAND IMPROVEMENTS | 2010-01-01 | $5,185 | $4,113 | 150DB | 15.0000 | $307 | $307 |
| 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 | $365 | S/L | 39.0000 | $53 | $53 |
| NEW BASEBOARD HEAT | 2015-03-05 | $1,380 | $240 | S/L | 39.0000 | $36 | $36 |
| NEW CONCRETE POSTS | 2015-06-29 | $161 | $115 | S/L | 15.0000 | $6 | $6 |
| HEATERS | 2016-12-29 | $126 | $126 | 200DB | 5.0000 | ||
| RESTRIPPING LOT | 2016-05-31 | $350 | $252 | 150DB | 15.0000 | $10 | $10 |
| STEEL DOOR | 2018-05-23 | $985 | $92 | 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 | 200DB | 5.0000 | $525 | $525 | |
| LAND @ FMV 1/1/10 | 2010-01-01 | $38,750 | |||||
| BUILDING @ FMV 1/1/10 | 2010-01-01 | $116,250 | $50,551 | S/L | 27.5000 | $3,699 | $3,699 |
| PARKING LOT SEALING | 2020-12-01 | $5,400 | $601 | 150DB | 15.0000 | $420 | $420 |
| DEHUMIDIFIER | 2020-09-09 | $313 | $154 | 200DB | 5.0000 | $56 | $56 |
| LAND - BASIS FROM ESTATE | 2010-01-01 | $7,800 | |||||
| GARAGE | 2010-01-01 | $5,310 | $1,628 | S/L | 39.0000 | $85 | $85 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (29 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Sales ExpenseSalesExpenseAmt | Total NetTotalNetAmt | Accumulated DepreciationAccumulatedDepreciationAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|---|
| SALE OF 53 WYOM & 55 HARR | PURCHASE | 2022-07 | $180,000 | $117,756 | $11,300 | $101,707 | $50,763 | |
| SALE OF 10-12 PA AVE | PURCHASE | 2022-06 | $203,603 | $117,626 | $13,700 | $121,421 | $49,144 | |
| SALE OF 220-222 NEW MALLERY | PURCHASE | 2022-06 | $88,000 | $96,549 | $3,855 | $32,108 | $44,512 | |
| SALE OF 224 NEW MALLERY | PURCHASE | 2022-09 | $205,000 | $122,579 | $15,068 | $122,387 | $55,034 | |
| SALE OF 35 SECOND ST | PURCHASE | 2022-08 | $162,500 | $79,297 | $10,500 | $108,021 | $35,318 | |
| SALE OF TOWANDA BARRACKS | PURCHASE | 2022-03 | $670,000 | $420,528 | $384,144 | $134,672 | ||
| NEW FURNACE | PURCHASE | 2022-10 | $1,694 | $1,694 | 2012-01 | |||
| CARPET | PURCHASE | 2022-11 | $502 | $502 | 2013-06 | |||
| WATER HEATER | PURCHASE | 2022-12 | $148 | $148 | 2013-12 | |||
| SALE OF MANSFIELD BARRACKS | PURCHASE | 2022-12 | $525,000 | $366,519 | $264,808 | $106,327 | ||
| SALE OF 119 WARREN ST | PURCHASE | 2022-11 | $130,000 | $160,713 | $24,767 | $55,480 | ||
| SALE OF 35 WYOMING | PURCHASE | 2022-08 | $11,397 | $13,110 | $1,713 | |||
| SEE ATTACHMENT D-1 | PURCHASE | $102,297 | $139,724 | -$37,427 | ||||
| SEE ATTACHMENT D-1 | PURCHASE | $90,502 | $90,502 | |||||
| SEE ATTACHMENT D-1 | PURCHASE | $1,409,248 | $1,726,930 | -$317,682 | ||||
| SEE ATTACHMENT D-1 | PURCHASE | $2,258 | $2,258 | |||||
| SEE ATTACHMENT D-2 | PURCHASE | $4,330 | $4,151 | $179 | ||||
| SEE ATTACHMENT D-2 | PURCHASE | $126,547 | $109,605 | $16,942 | ||||
| SEE ATTACHMENT D-3 | PURCHASE | $129,558 | $134,642 | -$5,084 | ||||
| SEE ATTACHMENT D-3 | PURCHASE | $2,184 | $1,835 | $349 | ||||
| SEE ATTACHMENT D-3 | PURCHASE | $456,171 | $490,882 | -$34,711 | ||||
| SEE ATTACHMENT D-4 | PURCHASE | $14,916 | $14,168 | $748 | ||||
| SEE ATTACHMENT D-4 | PURCHASE | $29 | $29 | |||||
| SEE ATTACHMENT D-4 | PURCHASE | $183,539 | $136,919 | $46,620 | ||||
| SEE ATTACHMENT D-6 | PURCHASE | $15,472 | $18,893 | -$3,421 | ||||
| SEE ATTACHMENT D-6 | PURCHASE | $399,991 | $323,831 | $76,160 | ||||
| SEE ATTACHMENT D-7 | PURCHASE | $463,610 | $285,000 | $178,610 | ||||
| SEE ATTACHMENT D-8 | PURCHASE | $345,749 | $435,557 | -$89,808 | ||||
| SEE ATTACHMENT D-8 | PURCHASE | $350,255 | $237,238 | $113,017 |
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 | $1,601,225 | $1,601,225 |
| WELLS FARGO 1848 | $671,248 | $671,248 |
| WELLS FARGO 0483 | $110,414 | $110,414 |
| WELLS FARGO 9405 | $1,798,615 | $1,798,615 |
| WELLS FARGO 3420 | $275,244 | $275,244 |
| WELLS FARGO 8632 | $2,691,387 | $2,691,387 |
| WELLS FARGO 5497 | $1,828,518 | $1,828,518 |
| WELLS FARGO 7578 | $1,434,575 | $1,434,575 |
| 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 | $504 | $504 |
| IGM 2003-2 | $763 | $763 |
| IGM 2004-1 | $436 | $436 |
| IGM 2004-2 | $231 | $231 |
| IGM 2005-1 | $868 | $868 |
| IGM 2005-2 | $2,682 | $2,682 |
| IGM 2006-1 | $331 | $331 |
| IGM 2006-2 | $711 | $711 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| BUILDING | $1,661,465 | $667,458 | $994,007 | $1,661,465 |
| LAND IMPROVEMENTS | $70,942 | $59,376 | $11,566 | $70,942 |
| EQUIPMENT & FURNISHINGS | $79,175 | $66,308 | $12,867 | $79,175 |
| LAND | $372,970 | $372,970 | $372,970 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST RECEIVABLE | Desc |
| BOY Book Value | $6,722 | BOYBookValueAmt |
| EOY Book Value | $6,759 | EOYBookValueAmt |
| EOYFMV | $6,759 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FEDERAL INCOME TAX PAYMENTS | $12,271 |
| UNREALIZED DEPRECIATION OF MARKET SECURITIES | $1,936,900 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (69 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SUSQUEHANNA APARTMENTS | |||
| INSURANCE | $13,408 | $13,408 | |
| REPAIRS & MAINTENANCE | $7,619 | $7,619 | |
| TRASH COLLECTION | $6,265 | $6,265 | |
| GROUND MAINTENANCE | $1,759 | $1,759 | |
| VEHICLE EXPENSE | $1,122 | $1,122 | |
| SYSTEM TESTING | $642 | $642 | |
| PEST CONTROL | $617 | $617 | |
| SNOW REMOVAL | $582 | $582 | |
| OFFICE EXPENSE | $527 | $527 | |
| DUES & DONATION | $87 | $87 | |
| 53WYOMINGAVE &55 W HARRISON | |||
| INSURANCE | $1,231 | $1,231 | |
| REPAIRS & MAINTENANCE | $381 | $381 | |
| 10-12 PA AVE,TUNKHANNOCK PA | |||
| INSURANCE | $1,018 | $1,018 | |
| REPAIRS & MAINTENANCE | $24 | $24 | |
| 220-222 NEW MALLERY PL, WB | |||
| REPAIRS & MAINTENANCE | $1,920 | $1,920 | |
| INSURANCE | $1,078 | $1,078 | |
| PEST CONTROL | $65 | $65 | |
| LEVEE FEE | $57 | $57 | |
| 224 NEW MALLERY PL, WB | |||
| INSURANCE | $2,146 | $2,146 | |
| REPAIRS & MAINTENANCE | $422 | $422 | |
| PEST CONTROL | $360 | $360 | |
| RECYCLING FEES | $200 | $200 | |
| LEVEE FEE | $114 | $114 | |
| 228-230 NEW MALLERY PL WB | |||
| INSURANCE | $2,096 | $2,096 | |
| PEST CONTROL | $480 | $480 | |
| RECYCLING FEES | $200 | $200 | |
| LEVEE FEE | $57 | $57 | |
| REPAIRS & MAINTENANCE | -$144 | -$144 | |
| 35 SECOND STREET, TUNK PA | |||
| INSURANCE | $719 | $719 | |
| 1745 VALLEY RD, MANSFIELD | |||
| INSURANCE | $3,532 | $3,532 | |
| GROUND MAINTENANCE | $2,125 | $2,125 | |
| APPRAISALS | $1,500 | $1,500 | |
| REPAIRS & MAINTENANCE | $825 | $825 | |
| 872 SALEM BLVD,SHICKSHINNY | |||
| INSURANCE | $3,565 | $3,565 | |
| REPAIRS & MAINTENANCE | $3,532 | $3,532 | |
| PEST CONTROL | $544 | $544 | |
| 22 SPRUCE STREET, TUNK PA | |||
| INSURANCE | $690 | $690 | |
| RR1 ROUTE 6&PA 220N TOWANDA | |||
| APPRAISALS | $1,500 | $1,500 | |
| INSURANCE | $682 | $682 | |
| GROUND MAINTENANCE | $350 | $350 | |
| REPAIRS & MAINTENANCE | $125 | $125 | |
| 915 ROUTE 6, TUNKHANNOCK PA | |||
| REPAIRS & MAINTENANCE | $9,147 | $9,147 | |
| INSURANCE | $3,668 | $3,668 | |
| PEST CONTROL | $539 | $539 | |
| WATER TESTING | $250 | $250 | |
| GROUND MAINTENANCE | $225 | $225 | |
| 119 WARREN ST TUNKHANNOCK | |||
| INSURANCE | $1,183 | $1,183 | |
| PEST CONTROL | $358 | $358 | |
| 35 WYOMING AVE | |||
| INSURANCE | $46 | $46 | |
| EXPENSES | |||
| WELLS FARGO FEES | $67,282 | $6,782 | |
| OFFICE EXPENSE | $2,234 | $1,117 | $1,117 |
| SERVICE CHARGES/FEES - STOCK | $3,190 | $3,190 | |
| INSURANCE | $919 | $919 | |
| BANK SERVICE CHARGE | $131 | $131 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| IGM INCOME | $5,437 | $5,437 |
| ROYALTY INCOME | $3,350 | $3,350 |
| ROYALTY DEDUCTIONS | -$9 | -$9 |
| REIMBURSEMENT | $7,562 | $7,562 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON REPORTED GAIN | Desc |
| Amt | $23,009 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| SECURITY DEPOSITS | $10,925 | $2,300 |
| PAYROLL TAXES | $2,829 | $2,766 |
| ACCRUED INSURANCE REFUND | $2,198 | $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 |
| $128,322 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SUSQUEHANNA APARTMENTS | CategoryTxt |
| Amt | $41,412 | Amt |
| Net Investment Income | $41,412 | NetInvestmentIncomeAmt |