WALTER L SCHAUTZ FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WALTER L SCHAUTZ FOUNDATION (EIN 24-6018362)
- Tax period
- 2024-02-01 to 2025-01-31
- Filed
- 2025-05-22
- IRS object ID
- 202511429349100016
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-22T12:30:32-05:00 | ReturnTs |
| Tax Period End | 2025-01-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232535812 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SNYDER & CLEMENTE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 575 PIERCE STREET SUITE 400 | AddressLine1Txt |
| City | KINGSTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18704 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-02-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 246018362 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WALTER L SCHAUTZ FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WALT | BusinessNameControlTxt |
| Phone | 5703441174 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 575 PIERCE STREET 400 | AddressLine1Txt |
| City | KINGSTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18704 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WALTER SCHAUTZ | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5703441174 | PhoneNum |
| Signature | 2025-05-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID P RUDIS CPA | PreparerPersonNm |
| PTIN | P01201089 | PTIN |
| Phone | 5702886464 | PhoneNum |
| Preparation | 2025-05-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,521,775 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $750,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $12,309 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12,309 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $234,998 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $234,998 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $962,768 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,264,515 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $962,768 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,960,075 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,210,075 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,450 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $9,866 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $18,951 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $18,936 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $33,267 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,386 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $559,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $559,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $592,267 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,386 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $559,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,367,808 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,186,689 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,529 | CashBOYAmt |
| Cash EOY | $560,386 | CashEOYAmt |
| Cash EOYFMV | $560,386 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $10,316 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $53,592 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $53,592 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,713,451 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,484,126 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,907,797 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,730,296 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,098,104 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,521,775 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,730,296 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,098,104 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,730,296 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,098,104 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,730,296 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,098,104 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,730,296 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,367,808 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,098,104 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,098,104 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (30 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 2000 SHS CHEVRON CORPORATION | 2024-04-08 | 2024-09-23 | $292,179 | $325,116 | -$32,937 | -$32,937 |
| 5000 SSH PFIZER INC | 2024-10-08 | 2024-11-25 | $129,990 | $146,735 | -$16,745 | -$16,745 |
| 950 SHS ABBVIE INC | 2020-12-31 | 2024-10-08 | $182,313 | $102,160 | $80,153 | $80,153 |
| 1000 SHS AMAZON.COM INC | 2017-09-29 | 2024-04-08 | $184,498 | $48,249 | $136,249 | $136,249 |
| 1000 SHS AMAZON.COM INC | 2019-09-20 | 2024-08-05 | $159,888 | $89,921 | $69,967 | $69,967 |
| 600 SHS AMAZON.COM INC | 2020-05-14 | 2024-08-05 | $95,933 | $71,925 | $24,008 | $24,008 |
| 700 SHS APPLE INC | 2014-01-22 | 2024-04-08 | $117,529 | $13,856 | $103,673 | $103,673 |
| 500 SHS APPLE INC | 2014-01-22 | 2024-04-19 | $82,104 | $9,897 | $72,207 | $72,207 |
| 300 SHS APPLE INC | 2014-01-22 | 2024-08-05 | $62,750 | $5,938 | $56,812 | $56,812 |
| 700 SHS APPLE INC | 2015-04-02 | 2024-08-05 | $146,418 | $21,932 | $124,486 | $124,486 |
| 175 SHS CHEVRON CORPORATION | 2022-12-12 | 2024-09-23 | $25,566 | $29,761 | -$4,195 | -$4,195 |
| 750 SHS DOMINION ENERGY INC | 2018-04-17 | 2024-10-08 | $42,525 | $49,118 | -$6,593 | -$6,593 |
| 765 SHS DOMINION ENERGY INC | 2019-06-12 | 2024-10-08 | $43,375 | $57,576 | -$14,201 | -$14,201 |
| 500 SHS HONEYWELL INT'L INC | 2011-01-31 | 2024-04-08 | $98,404 | $26,698 | $71,706 | $71,706 |
| 500 SHS HONEYWELL INT'L INC | 2014-07-21 | 2024-04-08 | $98,404 | $46,348 | $52,056 | $52,056 |
| 500 SHS HONEYWELL INT'L INC | 2014-12-03 | 2024-04-08 | $98,404 | $48,002 | $50,402 | $50,402 |
| 100 SHS HONEYWELL INT'L INC | 2016-03-25 | 2024-04-08 | $19,681 | $10,715 | $8,966 | $8,966 |
| 500 SHS HONEYWELL INT'L INC | 2016-07-05 | 2024-04-08 | $98,404 | $55,357 | $43,047 | $43,047 |
| 400 SHS HONEYWELL INT'L INC | 2019-03-01 | 2024-04-08 | $78,723 | $62,603 | $16,120 | $16,120 |
| 500 SHS MERCK & CO INC | 2010-03-11 | 2024-10-08 | $53,924 | $17,550 | $36,374 | $36,374 |
| 1300 SHS MERCK & CO INC | 2011-05-31 | 2024-10-08 | $140,202 | $45,560 | $94,642 | $94,642 |
| 49.5 SHS ORGANON & CO | 2010-03-11 | 2024-10-08 | $889 | $870 | $19 | $19 |
| 157.5 SHS ORGANON & CO | 2011-05-31 | 2024-10-08 | $2,830 | $2,765 | $65 | $65 |
| 50 SHS ORGANON & CO | 2013-04-17 | 2024-10-08 | $898 | $1,113 | -$215 | -$215 |
| 2 SHS ORGANON & CO | 2013-05-03 | 2024-10-08 | $36 | $9 | $27 | $27 |
| 50 SHS ORGANON & CO | 2013-05-03 | 2024-10-08 | $898 | $732 | $166 | $166 |
| 100 SHS ORGANON & CO | 2015-12-07 | 2024-10-08 | $1,797 | $2,573 | -$776 | -$776 |
| 100 SHS ORGANON & CO | 2018-04-17 | 2024-10-08 | $1,797 | $2,838 | -$1,041 | -$1,041 |
| 50 SHS ORGANON & CO | 2020-05-15 | 2024-10-08 | $898 | $1,922 | -$1,024 | -$1,024 |
| 50 SHS SOLVANTUM CORPORATION | 2022-12-12 | 2024-10-08 | $3,258 | $3,908 | -$650 | -$650 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $962,768 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,495 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $16,495 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $16,495 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,100 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,100 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $11,395 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DEBORAH RABAN | IndividualWithBooksNm |
| Phone | 5703441174 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 575 PIERCE STREET SUITE 400 | AddressLine1Txt |
| City | KINGSTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18704 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| WALTER SCHAUTZ | ||||||||
| 1730 NORTH WASHINGTON AVE | SCRANTON | PA | 18509 | PRESIDENT/TREASURER | 0.00 | $0 | $0 | $0 |
| DEBORAH RABAN | ||||||||
| 805 CHURCH STREET | JESSUP | PA | 18434 | SECRETARY | 0.00 | $0 | $0 | $0 |
| JAMES REID ESQ | ||||||||
| 1212 SOUTH ABINGTON ROAD | CLARKS SUMMIT | PA | 18411 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| DAVID P RUDIS CPA | ||||||||
| 575 PIERCE ST STE 400 | KINGSTON | PA | 18704 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ANN GILMARTIN | ||||||||
| 1824 CLEVELAND AVE | SCRANTON | PA | 18505 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,590,555 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $392,758 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,983,313 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,983,313 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $164,750 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,818,563 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $540,928 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $540,928 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,495 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,495 | TotalTaxAmt |
| Distributable Before Adj | $524,433 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $524,433 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $524,433 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $559,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $559,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $524,433 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $9,461 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $13,136 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $6,190 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $28,787 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $559,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $524,433 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $34,567 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $63,354 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $9,461 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $53,893 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $13,136 | ExcessFromYear4Amt |
| Excess From Year2 | $6,190 | ExcessFromYear2Amt |
| Excess From Current Year | $34,567 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WALTER L SCHAUTZ | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 575 PIERCE ST SUITE 400 | AddressLine1Txt |
| City | KINGSTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18704 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5703441174 | RecipientPhoneNum |
| Form And Info And Materials | ORGANIZATION SUBMITTING APPLICATIONS FOR CONTRIBUTIONS MUST ALSO SUBMIT EVIDENCE FROM THE IRS THAT IT IS A 501 (C) (3) ORGANIZATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (50 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALLIED SERVICES | ||||||
| 110 ABINGTON EXECUTIVE PARK | CLARKS SUMMIT | PA | 18411 | EOF | REHAB EQUIPMENT | $5,000 |
| AMERICAN RED CROSS | ||||||
| 256 N SHERMAN STREET | WILKES BARRE | PA | 18702 | EOF | DISASTER RELIEF FOR LACKAWANNA CTY, HURRICANE HELENE & MILTON | $85,000 |
| BOYS AND GIRLS CLUB OF SCRANTON | ||||||
| 609 ASH STREET | SCRANTON | PA | 18510 | EOF | AFTER SCHOOL PROGRAM, KIDS CAMPAIGN & SUMMER PROGRAM | $30,000 |
| BREAD BASKET | ||||||
| 550 MADISON AVE | SCRANTON | PA | 18510 | EOF | FOOD FOR NEEDY | $5,000 |
| CENTURY CLUB | ||||||
| 612 JEFFERSON AVE | SCRANTON | PA | 18510 | EOF | NURSES SCHOLORSHIP | $2,000 |
| COVENANT PRESBYTERIAN CHURCH | ||||||
| 550 MADISON AVE | SCRANTON | PA | 18510 | EOF | OPERATING EXPENSES & INFANT CARE | $5,000 |
| DOCTORS WITHOUT BORDERS | ||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | EOF | MEDICAL SUPPLIES | $2,000 |
| DOOLEY INTERMED | ||||||
| PO BOX 750918 | FOREST HILLS | NY | 11375 | EOF | HEALTH CARE FOR THE NEEDY | $2,000 |
| EASTER SEALS | ||||||
| 1501 LEHIGH STREET SUITE 201 | ALLENTOWN | PA | 18103 | EOF | ANNUAL CAMPAIGN | $2,000 |
| ECTMA (TROLLEY MUSEUM) | ||||||
| PO BOX 20019 | SCRANTON | PA | 18502 | EOF | GENERAL FUND | $500 |
| ELAN SKILLED NURSING & REHAB | ||||||
| 1101 VINE STREET | SCRANTON | PA | 18510 | EOF | ANNUAL CAMPAIGN & SERVICE FOR THE AGING | $3,000 |
| EVERHART MUSEUM | ||||||
| 1901 MULBERRY STREET | SCRANTON | PA | 18510 | EOF | CURATOR'S CIRCLE & ANNUAL APPEAL | $2,000 |
| FRIENDS WITH PAWS RESCUE | ||||||
| 1443 SANDERSON AVE | SCRANTON | PA | 18509 | EOF | VET CARE & FOOD | $6,000 |
| FRIENDS OF THE POOR | ||||||
| 2300 ADAMS AVE | SCRANTON | PA | 18509 | EOF | FOOD FOR NEEDY | $45,000 |
| FRIENDSHIP HOUSE | ||||||
| 1509 MAPLE ST | SCRANTON | PA | 18505 | EOF | AUTISM PROGRAM | $2,000 |
| GEISINGER HEALTH SYSTEM FND | ||||||
| 100 N ACADEMY AVE | DANVILLE | PA | 17822 | EOF | HEALTH & WELLNESS PROGRAMS | $3,000 |
| GOODWILL INDUSTRIES | ||||||
| 925 PROSPECT AVENUE | SCRANTON | PA | 18505 | EOF | GENERAL EXPENSES | $2,000 |
| GREATER SCRANTON YMCA | ||||||
| 706 N BLAKELY STREET | DUNMORE | PA | 18512 | EOF | YEAR END APPEAL, ANNUAL CAMPAIGN, SUMMER CAMP & AFTER SCHOOL PROGRAM | $10,500 |
| GRIFFIN POND ANIMAL SHELTER | ||||||
| 967 GRIFFIN POND ROAD | S ABINGTON TWP | PA | 18411 | EOF | VET CARE & FOOD | $6,000 |
| HONESDALE LIONS CLUB | ||||||
| 426 MAIN STREET | HONESDALE | PA | 18431 | EOF | BONANZA BANQUET & FUNDRAISER | $500 |
| HOSPICE OF THE SACRED HEART | ||||||
| 100 WILLIAM STREET | DUNMORE | PA | 18510 | EOF | SUSTAIN SUPERIOR & PATIENT CARE | $5,000 |
| JESSUP HOSE CO #2 | ||||||
| 333 HILL STREET | JESSUP | PA | 18434 | EOF | FUNDRAISER FOR NEW TRUCK | $3,000 |
| LACKAWANNA BLIND ASSOC | ||||||
| 228 ADAMS AVENUE | SCRANTON | PA | 18503 | EOF | CLIENT SUPPORT SERVICE | $20,000 |
| LACKAWANNA COUNTY LIBRARY SYSTEMS | ||||||
| 520 VINE STREET | SCRANTON | PA | 18509 | EOF | LECTURE SERIES & NANCY KAY PROJECT | $2,500 |
| LACKAWANNA PRO BONO INC | ||||||
| 233 PENN AVE | SCRANTON | PA | 18503 | EOF | LEGAL FEES FOR THE POOR | $3,000 |
| MAKE A WISH FOUNDATION | ||||||
| 327 N WASHINGTON AVE 501 | SCRANTON | PA | 18503 | EOF | CHILDREN SUPPORT | $3,000 |
| MASONIC CHARITIES OF THE GW GRAND LODGE | ||||||
| ONE MASONIC DR | ELIZABETHTOWN | PA | 17022 | EOF | MASONIC CHARITIES | $3,500 |
| MEALS ON WHEELS | ||||||
| 541 WYOMING AVENUE | SCRANTON | PA | 18509 | EOF | MEALS FOR THE NEEDY | $45,000 |
| NATIVITY MIGUEL SCHOOL | ||||||
| 2300 ADAMS AVE | SCRANTON | PA | 18509 | EOF | EDUCATION FOR LOW INCOME CHILDREN | $2,500 |
| NORTHEAST REGIONAL CANCER | ||||||
| 312 ADAMS AVE | SCRANTON | PA | 18503 | EOF | SCREENING | $2,000 |
| NORTH POCONO DRY GOODS PANTRY | ||||||
| 918 OLD LOGGER ROAD | MOSCOW | PA | 18444 | EOF | SUPPLIES FOR LOW INCOME FAMILIES | $500 |
| CENTER FOR COMM RESOURCES | ||||||
| 431 N 7TH AVE | SCRANTON | PA | 18503 | EOF | LEAD PROGRAM | $3,000 |
| PENN STATE UNIVERSITY SCRANTON CAMPUS | ||||||
| 120 RIDGE VIEW DRIVE | DUNMORE | PA | 18512 | EOF | SCHOLARSHIP FUND & STUDENT HARDSHIP FUND | $15,000 |
| SALVATION ARMY OF SCRANTON | ||||||
| 500 SOUTH WASHINGTON AVE | SCRANTON | PA | 18505 | EOF | THANKSGIVING MEALS & SCRANTON SOCIAL SERVICES | $65,000 |
| ST FRANCIS OF ASSISI KITCHEN | ||||||
| 500 PENN AVENUE | SCRANTON | PA | 18509 | EOF | FOOD FOR THE NEEDY | $45,000 |
| ST MARY'S VILLA RESIDENCE | ||||||
| ONE PIONEER PLACE | ELMHURST | PA | 18444 | EOF | CARE FOR ELDERLY | $3,000 |
| ST MARY'S VISITATION CHURCH | ||||||
| 1090 CARMALT STREET | DICKSON CITY | PA | 18519 | EOF | HEATING BILLS, CHURCH PROJECTS & ELECTRIC & AC | $8,000 |
| ST JOSEPH'S CENTER | ||||||
| 2010 ADAMS AVENUE | SCRANTON | PA | 18509 | EOF | ANNUAL CAMPAIGN | $5,000 |
| SCRANTON JAZZ FESTIVAL | ||||||
| 621 COLFAX AVE | SCRANTON | PA | 18510 | EOF | 19 YEAR ANNIVERSITY | $2,000 |
| SERVING SENIORS INC | ||||||
| 116 N WASHINGTON AVE | SCRANTON | PA | 18503 | EOF | PROGRAM TRANSPORTATION | $2,000 |
| SHRINERS HOSPITAL FOR CHILDREN | ||||||
| 2425 STOCKTON BLVD | SACRAMENTO | CA | 95817 | EOF | HELPING CHILDREN | $3,000 |
| SISTERS OF IHM FOUNDATION | ||||||
| 2300 ADAMS AVE | SCRANTON | PA | 18509 | EOF | 2024 IHM SISTERS CELEBRATION | $2,000 |
| THE ARC OF NORTHEASTERN PA | ||||||
| 115 MEADOW AVENUE | SCRANTON | PA | 18505 | EOF | CHILDRENS PROGRAM | $3,000 |
| UNITED NEIGHBORHOOD CENTER OF NEPA | ||||||
| 425 ALDER STREET | SCRANTON | PA | 18505 | EOF | FEED A FRIEND, ANNUAL CAMPAIGN & FOOD FOR NEEDY | $15,000 |
| UNITED WAY OF LACKAWANNA COUNTY | ||||||
| 615 JEFFERSON AVE | SCRANTON | PA | 18501 | EOF | ANNUAL CAMPAIGN & GIFT OF WARMTH | $60,000 |
| UNIVERSITY OF SCRANTON | ||||||
| 800 LINDEN STREET | SCRANTON | PA | 18510 | EOF | LEAHY CLINIC | $5,000 |
| WVIA PUBLIC MEDIA | ||||||
| 100 WVIA WAY | PITTSTON | PA | 18640 | EOF | GENERAL OPERATING | $2,500 |
| WEINBERG FOOD BANK | ||||||
| 185 RESEARCH DR | JENKINS TWP | PA | 18640 | EOF | FOOD FOR NEEDY | $5,000 |
| WOUNDED WARRIOR PROJECT | ||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | EOF | 2024 SCRANTON AREA FUND DRIVE | $5,000 |
| WYOMING SEMINARY | ||||||
| 201 N SPRAGUE AVE | KINGSTON | PA | 18704 | EOF | SCHOLARSHIP FUND | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $559,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,309 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $234,998 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $962,768 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,210,075 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,210,075 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| WALTER L SCHAUTZ | ||||||
| 1 | 575 PIERCE STREET SUITE 400 | KINGSTON | PA | 18704 | $50,000 | Yes (X) |
| WL SCHAUTZ & CO | ||||||
| 2 | 575 PIERCE STREET SUITE 400 | KINGSTON | PA | 18704 | $650,000 | Yes (X) |
| GROVE TEXTILES | ||||||
| 3 | 575 PIERCE STREET SUITE 400 | KINGSTON | PA | 18704 | $50,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,450 | Amt |
| Net Investment Income | $4,450 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK | StockNm |
| EOY Book Value | $5,484,126 | EOYBookValueAmt |
| EOYFMV | $10,907,797 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSES | $1,073 | $1,073 | $0 |
| ADMINISTRATIVE EXPENSES | $5,682 | $5,682 | $0 |
| BANK FEES | $12,181 | $12,181 | $0 |
| FILING FEES | $15 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $9,866 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |