THOMAS G CARODISKEY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THOMAS G CARODISKEY FOUNDATION (EIN 23-2881493)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-01
- IRS object ID
- 202531219349100818
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-01T10:09:27-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 455012510 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WAGNER DREESE ELSASSER & ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1372 N SUSQUEHANNA TRL STE 210 | AddressLine1Txt |
| City | SELINSGROVE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17870 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232881493 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE THOMAS G CARODISKEY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THOM | BusinessNameControlTxt |
| Phone | 5707432333 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1372 N SUSQUEHANNA TRL 130 | AddressLine1Txt |
| City | SELINSGROVE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17870 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARVIN J RUDNITSKY | PersonNm |
| Person Title | SECRETARY/TREAS | PersonTitleTxt |
| Phone | 5707432333 | PhoneNum |
| Signature | 2025-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSELYN Y O'CONNOR | PreparerPersonNm |
| PTIN | P00293590 | PTIN |
| Phone | 5707432030 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 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 | $930,567 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $21,615 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,715 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,997 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $166,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $25,612 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $21,715 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $990 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $495 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $495 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,699 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,699 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $341 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $238 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,030 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,432 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $495 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $43,890 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $43,890 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $52,920 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,432 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $44,385 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$27,308 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,283 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $30,433 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $26,160 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $26,181 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $9,767 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds BOY | $210,222 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $214,037 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $216,803 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $408,574 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $391,491 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $687,583 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $658,996 | TotalAssetsBOYAmt |
| Total Assets EOY | $631,688 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $930,567 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $658,996 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $631,688 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $658,996 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $631,688 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $658,996 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $631,688 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $658,996 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$27,308 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $631,688 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $631,688 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $166,000 | GrossSalesPriceAmt |
| Cost Or Other Basis | $166,000 | CostOrOtherBasisAmt |
| Gain Or Loss | $0 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $0 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $0 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $185 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $185 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $185 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $520 | 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 | $520 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $335 | OverpaymentAmt |
| Applied To ES Tax | $335 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MARVIN J RUDNITSKY JD | IndividualWithBooksNm |
| Phone | 5707432333 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1372 N SUSQUEHANNA TRL STE 130 | AddressLine1Txt |
| City | SELINSGOVE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17870 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LORI WILSON | ||||||||
| 1372 N SUSQUEHANA TRL STE 130 | SELINSGROVE | PA | 17870 | DIRECTOR | 0.20 | $0 | $0 | $0 |
| JONATHAN GREEN | ||||||||
| 1372 N SUSQUEHANA TRL STE 130 | SELINSGROVE | PA | 17870 | DIRECTOR; PRESIDENT | 0.30 | $0 | $0 | $0 |
| FRANK JANKOWSKI | ||||||||
| 1372 N SUSQUEHANA TRL STE 130 | SELINSGROVE | PA | 17870 | DIRECTOR | 0.20 | $0 | $0 | $0 |
| MOLLY NIED | ||||||||
| 1372 N SUSQUEHANA TRL STE 130 | SELINSGROVE | PA | 17870 | DIRECTOR | 0.20 | $0 | $0 | $0 |
| CATHY MOSER | ||||||||
| 1372 N SUSQUEHANA TRL STE 130 | SELINSGROVE | PA | 17870 | DIRECTOR | 0.20 | $0 | $0 | $0 |
| JASON BENDLE | ||||||||
| 1372 N SUSQUEHANA TRL STE 130 | SELINSGROVE | PA | 17870 | DIRECTOR | 0.20 | $0 | $0 | $0 |
| MARVIN J RUDNITSKY JD | ||||||||
| 1372 N SUSQUEHANA TRL STE 130 | SELINSGROVE | PA | 17870 | DIRECTOR; SECRETARY/TREAS | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $901,396 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,974 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $912,370 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $912,370 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,686 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $898,684 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $44,934 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $44,934 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $185 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $185 | TotalTaxAmt |
| Distributable Before Adj | $44,749 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $44,749 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $44,749 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $44,385 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $44,385 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $44,749 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $5,999 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $189 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,188 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $44,385 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $44,385 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $364 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $364 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,824 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,824 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $5,635 | ExcessFromYear2Amt |
| Excess From Year1 | $189 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BUCKNELL UNIVERSITY | |||||||
| ONE DENT DR | LEWISBURG | PA | 17837 | N/A | PC | ASSIST STUDENTS WITH APPLICATION FEES AND EXPENSES FOR VARIOUS PROGRAMS IN THE ADVANCED STUDY OF HEALTH SCIENCE FIELDS | $6,270 |
| DANVILLE AREA SCHOOL DISTRICT | |||||||
| 733 IRONMEN LN | DANVILLE | PA | 17821 | N/A | PC | FOR THE PURCHASE OF NEW SUPPLIES TO ENHANCE THE STUDENTS' EDUCATIONAL EXPERIENCE IN THE SCIENCES, INCLUDING A DRONE KIT AND CAROLINA OPENSCIED UNIT KITS FOR 6TH GRADE | $6,270 |
| LEWISBURG AREA SCHOOL DISTRICT | |||||||
| 1951 WASHINGTON AVE | LEWISBURG | PA | 17837 | N/A | PC | SUPPORT THE PURCHASE OF LEXIA CORE 5 READING SUBSCRIPTIONS FOR ELEMENTARY GRADE STUDENTS | $6,270 |
| REGIONAL ENGAGEMENT CENTER | |||||||
| 429 8TH ST | SELINSGROVE | PA | 17870 | N/A | PC | SUPPORT OF THE ORGANIZATION'S GENERAL OPERATING EXPENSES, ESPECIALLY THE AFTER-SCHOOL DROP-IN PROGRAM FOR 50 -70 STUDENTS DAILY | $6,270 |
| SELINSGROVE AREA SCHOOL DISTRICT | |||||||
| 329 SEALS AVE | SELINSGROVE | PA | 17870 | N/A | PC | TO HELP WITH THE COST OF ACQUIRING STEELS STANDARDS-BASED GRADE LEVEL APPROPRIATE KITS FOR USE BY STUDENTS | $6,270 |
| SHIKELLAMY SCHOOL DISTRICT | |||||||
| 200 ISLAND BLVD | SUNBURY | PA | 17801 | N/A | PC | ASSISTANCE WITH GRADES K THROUGH 8 SCIENCE CURRICULUMS AS THEY MOVE TO PA STEELS STANDARDS IN ALL GRADES | $6,270 |
| SUSQUEHANNA UNIVERSITY | |||||||
| 514 UNIVERSITY AVE | SELINSGROVE | PA | 17870 | N/A | PC | TO FUND TRAVEL COSTS FOR STUDENTS TO ATTEND ACADEMIC CONFERENCES WITH A PREFERENCE FOR STUDENTS WHO COME FROM SNYDER, UNION AND NORTHUMBERLAND COUNTIES IN PENNSYLVANIA. | $6,270 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $43,890 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,615 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,997 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $25,612 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $25,612 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WAGNER DREESE ELSASSER & ASSOCIATES | CategoryTxt |
| Amt | $990 | Amt |
| Net Investment Income | $495 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $495 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (13 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BANK OF AMERICA 4.000% 01/22/2025 | $23,498 | $23,901 |
| AMERICAN EXPRESS CO 4.900% 02/13/2026 | $14,759 | $15,057 |
| DUKE ENERGY CORP 2.650% 09/01/2026 | $19,634 | $20,328 |
| AMGEN INC 3.125% DUE 05/01/2025 | $16,742 | $16,906 |
| CITIGROUP INC 4.400% DUE 06/10/2025 | $15,909 | $15,955 |
| NEXTRA ENERGY CAPITAL HOLDINGS INC 4.45% DUE 06/20/2025 | $14,857 | $14,976 |
| BIOGEN INC 4.05% DUE 09/15/2025 | $19,927 | $19,913 |
| CITIGROUP INC 4.45% DUE 09/29/2027 | $17,894 | $17,870 |
| JPMORGAN CHASE & CO 4.25% DUE 10/01/2027 | $13,473 | $13,991 |
| 3M CO 2.875% DUE 10/15/2027 | $8,347 | $8,616 |
| CONSTELLATION BRANDS INC | $22,683 | $23,051 |
| ABBVIE INC 3.20% DUE 11/21/2029 | $17,781 | $17,695 |
| GOLDMAN SACHS GROUP INC/THE 3.80% DUE 03/15/2030 | $8,533 | $8,544 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| COMM SERV SELECT SECTOR SPDR | AT COST | $26,501 | $55,375 |
| HEALTH CARE SEL SECT SPDR FD | AT COST | $53,576 | $87,632 |
| INVESCO QQQ TRUST SERIES 1 | AT COST | $40,629 | $107,358 |
| ISHARES CORE MSCI EMERGING | AT COST | $34,239 | $43,813 |
| VANGUARD DIVIDEND APPRECIATION | AT COST | $42,116 | $74,807 |
| VANGUARD SMALL CAP ETF | AT COST | $30,812 | $54,063 |
| VANGUARD TTL STK MKT ETF | AT COST | $45,441 | $99,115 |
| VANGUARD VALUE ETF INDEX | AT COST | $55,137 | $94,808 |
| ISHARES CORE INTL STOCK ETF | AT COST | $34,758 | $42,330 |
| FEDERATED HERMES GOVT OBL PRM | AT COST | $28,282 | $28,282 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $7,699 | Amt |
| Net Investment Income | $7,699 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID FROM DIVIDENDS | $0 | $238 | $0 |
| 2024 ESTIMATED EXCISE TAXES | $341 | $0 | $0 |