ROY W PIPER CHARITABLE TR: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ROY W PIPER CHARITABLE TR (EIN 20-7487500)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-07-14
- IRS object ID
- 202231959349100513
- Schema version
- 2021v4.0
- 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 Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-07-14T11:36:07-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920185356 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOCHEN AND CHASE 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 | 2021-01-01 | 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 | 2022-07-14 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GORDON W CHASE CPA | PreparerPersonNm |
| PTIN | P01056561 | PTIN |
| Phone | 5708363868 | PhoneNum |
| Preparation | 2022-07-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $18,661,201 | 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 | $114,464 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $114,464 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $187,483 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $187,483 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $569,443 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $569,443 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $194,701 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $535,423 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,110,971 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $535,423 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $12,581 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $12,581 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,419,394 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,419,394 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $102,717 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $66,717 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $36,000 | 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 | $18,483 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $12,540 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $5,943 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,400 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,400 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $39,643 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $39,643 | OtherProfFeesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $94,040 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $94,040 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $161,348 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $158,446 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $2,902 | OccupancyDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,686 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $519 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $1,167 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $165,860 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $162,319 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,541 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $606,577 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $536,624 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $69,953 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $732,426 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $732,426 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,339,003 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $536,624 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $802,379 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $80,391 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $882,770 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $351,666 | CashBOYAmt |
| Cash EOY | $313,853 | CashEOYAmt |
| Cash EOYFMV | $313,853 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $602,621 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $239,840 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $239,840 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $21,134 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $26,189 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $26,189 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $12,888,327 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,401,220 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,401,220 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $389 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,089 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,089 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,672,288 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,248,822 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,503,784 | LandBOYAmt |
| Land EOY | $2,423,466 | LandEOYAmt |
| Land EOYFMV | $3,672,288 | LandEOYFMVAmt |
| Other Assets BOY | $18,504 | OtherAssetsBOYAmt |
| Other Assets EOY | $6,722 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $6,722 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $16,386,425 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,412,379 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,661,201 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $20,833 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $15,952 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $20,833 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,952 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,477,265 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,995,207 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $12,888,327 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $14,401,220 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,365,592 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,396,427 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,386,425 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,412,379 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,365,592 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $80,391 | ExcessRevenueOverExpensesAmt |
| Other Increases | $963,962 | OtherIncreasesAmt |
| Subtotal | $17,409,945 | SubtotalAmt |
| Other Decreases | $13,518 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,396,427 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $535,423 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,271 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $12,271 | SubtotalAmt |
| Tax Based On Investment Income | $12,271 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $20,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $7,729 | OverpaymentAmt |
| Applied To ES Tax | $7,729 | 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 | $57,717 | $0 | $0 |
| THOMAS P TULANEY | ||||||||
| PO BOX 460 | TUNKHANNOCK | PA | 18657 | TRUSTEE | 2.00 | $15,000 | $0 | $0 |
| ROBERT P BROWNING | ||||||||
| PO BOX 460 | TUNKHANNOCK | PA | 18657 | TRUSTEE | 2.00 | $15,000 | $0 | $0 |
| RONALD KUKUCHKA | ||||||||
| PO BOX 460 | TUNKHANNOCK | PA | 18657 | TRUSTEE | 2.00 | $15,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $13,917,483 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $569,158 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,277,827 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,764,468 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $18,764,468 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $281,467 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,483,001 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $924,150 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $924,150 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,271 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,271 | TotalTaxAmt |
| Distributable Before Adj | $911,879 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $911,879 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $911,879 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $802,379 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $802,379 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $911,879 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $646,917 | UndistributedIncomePYAmt |
| Qualifying Distributions | $802,379 | QualifyingDistributionsAmt |
| Applied To Year1 | $646,917 | AppliedToYear1Amt |
| Applied To Current Year | $155,462 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $756,417 | 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 (81 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| VICTIMS RESOURCE CENTER | ||||||||
| 119 WARREN STREET | TUNHANNOCK | PA | 18657 | NONE | PUBLIC | GENERAL GRANT | $2,500 | |
| ANDERSON SIERRA | ||||||||
| 105 SOUTH RIDGE ST | TAYLOR | PA | 18517 | NONE | N/A | COLLEGE SCHOLARSHIP | $4,847 | |
| ARTHUR MADALYN | ||||||||
| 314 ORANGE ST | DALLAS | PA | 18612 | NONE | N/A | COLLEGE SCHOLARSHIP | $16,565 | |
| BARDZEL MICHAEL | ||||||||
| 100 MINK LANE | GREENTOWN | PA | 18426 | NONE | N/A | COLLEGE SCHOLARSHIP | $4,350 | |
| BARLOW BRYAN | ||||||||
| 1372 FAIRVIEW RD | SCOTT TOWNSHIP | PA | 18411 | NONE | N/A | COLLEGE SCHOLARSHIP | $21,000 | |
| BLACKWELL DAMANI | ||||||||
| 6401 S WESTSHORE BLVD | TAMPA | FL | 33616 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,247 | APT 161 |
| BLOOM CHRISTIAN | ||||||||
| 616 MYRTLE ST | SCRANTON | PA | 18505 | NONE | N/A | COLLEGE SCHOLARSHIP | $9,000 | |
| BURDA MOLLIE | ||||||||
| 1037 OAK ST | SCRANTON | PA | 18508 | NONE | N/A | COLLEGE SCHOLARSHIP | $18,000 | |
| BUSCHER JEFFERY | ||||||||
| 83 E CENTER HILL RD | DALLAS | PA | 18612 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,000 | |
| CAMPBELL JACOB | ||||||||
| 1800 MONSEY AVE | SCRANTON | PA | 18509 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,000 | |
| CARACHILO CHRISTINA | ||||||||
| 20 REYNOLDS AVE | CARBONDALE | PA | 18407 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,000 | |
| CARPENTER LUCAS | ||||||||
| 1959 CARPENTER ROAD | DALTON | PA | 18414 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,096 | |
| CASTILLO CARLOS | ||||||||
| 62 WEST CHURCH ST | NANTICOKE | PA | 18634 | NONE | N/A | COLLEGE SCHOLARSHIP | $11,000 | |
| CHICKILLO KATHLEEN | ||||||||
| 216 | NORTH ABINGTON TWP | PA | 18414 | NONE | N/A | COLLEGE SCHOLARSHIP | $2,899 | |
| CLARK ISAAC | ||||||||
| 68 W 800 ST | FORT BRANCH | IN | 47648 | NONE | N/A | COLLEGE SCHOLARSHIP | $6,750 | |
| COOPER BRITTANY | ||||||||
| 953 DANBY RD | ITHACA | NY | 14850 | NONE | N/A | COLLEGE SCHOLARSHIP | $7,500 | |
| CORKER BREEZY | ||||||||
| 321 PEACH LANE | TUNKHANNOCK | PA | 18657 | NONE | N/A | COLLEGE SCHOLARSHIP | $18,000 | |
| CYWINSKI LOGAN | ||||||||
| 726 POST HILL RD | FALLS | PA | 18615 | NONE | N/A | COLLEGE SCHOLARSHIP | $11,000 | |
| DONNAY SYMONE | ||||||||
| 528 NEW YORK ST | DUNMORE | PA | 18509 | NONE | N/A | COLLEGE SCHOLARSHIP | $6,646 | |
| DUDECK LAUREN | ||||||||
| 105 HENRY ST | PLAINS | PA | 18705 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,242 | |
| DUGAN MIAH | ||||||||
| 15740 SW 148TH TERRACE | MIAMI | FL | 33196 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,000 | |
| DUNCKLE MARK | ||||||||
| 107 KEYSTONE HILLS RD | FACTORYVILLE | PA | 18419 | NONE | N/A | COLLEGE SCHOLARSHIP | $11,250 | |
| EDNIE STEPHANIE | ||||||||
| 1212 SR 940 | HARLEIGH | PA | 18225 | NONE | N/A | COLLEGE SCHOLARSHIP | $1,072 | |
| EVANS KELSEY | ||||||||
| 13 SALEM DRIVE | WILKESBARRE | PA | 18702 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,668 | |
| FARMER DESTINY | ||||||||
| 1001 WEST GRANT ST | BLAKELY | PA | 18447 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,000 | |
| FARRELL HAYLEY | ||||||||
| 62 W OAK ST | PITTSTON | PA | 18640 | NONE | N/A | COLLEGE SCHOLARSHIP | $6,232 | |
| FLEEGER MACKENZIE | ||||||||
| 276 MAHONEY RD | SWEET VALLEY | PA | 18656 | NONE | N/A | COLLEGE SCHOLARSHIP | $2,600 | |
| FLORES ADAKA | ||||||||
| 108 MARSH LANE | TUNHANNOCK | PA | 18657 | NONE | N/A | COLLEGE SCHOLARSHIP | $9,673 | APT 2 |
| FLYNN RYAN | ||||||||
| 104 RICHARD RD | CLARKS SUMMIT | PA | 18411 | NONE | N/A | COLLEGE SCHOLARSHIP | $15,000 | |
| GALLO JENNA | ||||||||
| 303 WARD ST | DUNMORE | PA | 18512 | NONE | N/A | COLLEGE SCHOLARSHIP | $14,021 | |
| GAY CURTIS | ||||||||
| 826 HUNTER HWY | TUNKHANNOCK | PA | 18657 | NONE | N/A | COLLEGE SCHOLARSHIP | $8,750 | |
| HARRY KORTNEY | ||||||||
| 125 HACKLING ST | NOXEN | PA | 18636 | NONE | N/A | COLLEGE SCHOLARSHIP | $7,500 | |
| HEINE LAUREN | ||||||||
| PO BOX 405 | WAVERLY | PA | 18471 | NONE | N/A | COLLEGE SCHOLARSHIP | $9,000 | |
| HENTSCHEL BRADY | ||||||||
| 2135 CREEK RD | WAYMART | PA | 18472 | NONE | N/A | COLLEGE SCHOLARSHIP | $7,500 | |
| HILSON KATIE | ||||||||
| 257 KEOKEE CHAPEL LANE | CRESCO | PA | 18326 | NONE | N/A | COLLEGE SCHOLARSHIP | $9,350 | |
| IVES LUCY | ||||||||
| 5919 SR 3001 | MESHOPPEN | PA | 18630 | NONE | N/A | COLLEGE SCHOLARSHIP | $8,546 | |
| JACKSON CORY | ||||||||
| 227 5TH ST | OLYPHANT | PA | 18447 | NONE | N/A | COLLEGE SCHOLARSHIP | $7,500 | |
| JONES NADIA | ||||||||
| 87 CHARLES ST | WILKES BARRE | PA | 18702 | NONE | N/A | COLLEGE SCHOLARSHIP | $11,687 | |
| JUMPER KEVIN | ||||||||
| 231 MONTGOMERY AVE | WEST PITTSTON | PA | 18643 | NONE | N/A | COLLEGE SCHOLARSHIP | $14,000 | |
| KILE MAYA | ||||||||
| 618 EAST 3RD ST | BEREICK | PA | 18643 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,000 | |
| LANGAN JAMES | ||||||||
| 93 ANDREA DR | CHESAPEAKE CITY | MD | 21915 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,000 | |
| LAWSON MAX | ||||||||
| 7178 SPRING ROAD | NEW BLOOMFIELD | PA | 17068 | NONE | N/A | COLLEGE SCHOLARSHIP | $1,000 | |
| 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 | $1,517 | |
| MCDONNELL JACOB | ||||||||
| 50 SCOTT ST | KINGSTON | PA | 18704 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,000 | |
| MCDONOUGH KAYLA | ||||||||
| 36 GARFIELD AVE | CARBONDALE | PA | 18407 | NONE | N/A | COLLEGE SCHOLARSHIP | $14,000 | |
| MORRIS SARA | ||||||||
| 88 SIMPSON ST | WILKES BARRE | PA | 18702 | NONE | N/A | COLLEGE SCHOLARSHIP | $15,000 | |
| MURRAY JAMIE | ||||||||
| 58 COMSTOCK RD | TUNKHANNOCK | PA | 18657 | NONE | N/A | COLLEGE SCHOLARSHIP | $11,832 | |
| MUSKEY TYLER | ||||||||
| 801 SPRING ST | MOOSIC | PA | 18507 | NONE | N/A | COLLEGE SCHOLARSHIP | $7,500 | |
| MUSTO NOAH | ||||||||
| 277 SHORT HILL DR | CLARKS GREEN | PA | 18411 | NONE | N/A | COLLEGE SCHOLARSHIP | $6,000 | |
| NESTOR MADISON | ||||||||
| 45 ARROWHEAD DRIVE | FACTORYVILLE | PA | 18419 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,866 | |
| PASTERNAK KAITLIN | ||||||||
| 3 SHORED DRIVE | TUNKHANNOCK | PA | 18657 | NONE | N/A | COLLEGE SCHOLARSHIP | $12,000 | |
| PATEL DEV | ||||||||
| 716 OLIVE ST | SCRANTON | PA | 18510 | NONE | N/A | COLLEGE SCHOLARSHIP | $12,802 | APT 1 |
| PETERS ANGENI | ||||||||
| 1209 NORTH MARKET ST | BERWICK | PA | 18603 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,000 | |
| PETTY LUKE | ||||||||
| 209 VENARD RD | CLARKS GREEN | PA | 18411 | NONE | N/A | COLLEGE SCHOLARSHIP | $11,000 | |
| PIDGEON ANNA | ||||||||
| 603 LINCOLN AVE | JERMYN | PA | 18433 | NONE | N/A | COLLEGE SCHOLARSHIP | $6,318 | |
| PISULA ELLIE | ||||||||
| 9274 SR 3001 | LACEYVILLE | PA | 18623 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,000 | |
| PUGLIESE NICHOLAS | ||||||||
| 26 BIRKETT ST | CARBONDALE | PA | 18407 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,000 | |
| RAM JOEL | ||||||||
| PO BOX 443 | GOULDSBORO | PA | 18424 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,000 | |
| READER CADEN | ||||||||
| 500 HOBBIE RD | NESCOPECK | PA | 18635 | NONE | N/A | COLLEGE SCHOLARSHIP | $7,500 | |
| RICHART NATALIA | ||||||||
| 137 OLD RIVE RD | WILKES BARRE | PA | 18702 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,000 | |
| RIVERA NADIYAH | ||||||||
| 610 E ELM ST | SCRANTON | PA | 18505 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,000 | |
| ROWLES EMALIE | ||||||||
| 383 E GRAND ST | NANTICOKE | PA | 18634 | NONE | N/A | COLLEGE SCHOLARSHIP | $16,000 | |
| SCARANTINO NATALIYA | ||||||||
| 52 KETCHUM ST | WILKESBARRE | PA | 18702 | NONE | N/A | COLLEGE SCHOLARSHIP | $4,500 | |
| SCARDO HAILEY | ||||||||
| 589 MILWAUKEE AVE | OLD FORGE | PA | 18518 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,206 | |
| 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 | $10,000 | |
| SEKELSKY ALYSSA | ||||||||
| 418 RIVER ST | DICKSON CITY | PA | 18519 | NONE | N/A | COLLEGE SCHOLARSHIP | $6,476 | |
| SIGAFOOS MAKAYLA | ||||||||
| 52 IRONWOOD ST | TUNKHANNOCK | PA | 18657 | NONE | N/A | COLLEGE SCHOLARSHIP | $7,585 | |
| SMITH KAILYN | ||||||||
| 36 PHILADELPHIA AVE | TUNKHANNOCK | PA | 18657 | NONE | N/A | COLLEGE SCHOLARSHIP | $17,855 | |
| 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 | $11,000 | |
| 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 | $12,500 | |
| STUENZI MONICA | ||||||||
| 343 W MAIN ST | DALTON | PA | 18414 | NONE | N/A | COLLEGE SCHOLARSHIP | $16,920 | |
| SUAREZ SANTIAGO | ||||||||
| 542 E 10TH ST | BERWICK | PA | 18603 | NONE | N/A | COLLEGE SCHOLARSHIP | $7,000 | |
| TERRINONI MARIA | ||||||||
| 115 CLARK ST | CLARKS GREEN | PA | 18411 | NONE | N/A | COLLEGE SCHOLARSHIP | $13,401 | |
| VOLL OLIVIA | ||||||||
| 81 EAST LYNN ROAD | SPRINGVILLE | PA | 18844 | NONE | N/A | COLLEGE SCHOLARSHIP | $17,500 | |
| WILLIAMS GAVIN | ||||||||
| 715 UNION ST | TAYLOR | PA | 18517 | NONE | N/A | COLLEGE SCHOLARSHIP | $4,657 | |
| ZABRETSKY KYRA | ||||||||
| 911 WASHINGTON ST | FREELAND | PA | 18224 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,000 | |
| 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 | $732,426 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $114,464 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $187,483 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $194,701 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $700 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,837 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $535,423 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REIMBURSEMENT | Desc |
| Related Or Exempt Function Incm | $10,044 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,032,771 | ExclusionAmt |
| Related Or Exempt Function Incm | $11,881 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,044,652 | 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 | $4,800 | Amt |
| Net Investment Income | $2,400 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,400 | 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 | $221,848 | S/L | 27.5000 | $20,244 | $20,244 |
| LAND IMPROVEMENTS-CARRYOVER BASIS | 2010-01-01 | $50,017 | $36,727 | 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 | ||
| REFRIGERATOR | 2012-05-31 | $265 | $265 | 200DB | 5.0000 | ||
| DEHUMIDIFIER | 2012-06-30 | $79 | $79 | 200DB | 5.0000 | ||
| NEW CARPET | 2012-06-30 | $575 | $575 | 200DB | 5.0000 | ||
| WATER HEATER | 2012-06-30 | $917 | $917 | 200DB | 5.0000 | ||
| NEW CARPET | 2012-09-30 | $256 | $256 | 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 | ||
| CARPET | 2013-03-31 | $268 | $268 | 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 | $1,328 | 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 | $363 | 200DB | 5.0000 | $11 | $11 |
| WATER HEATER | 2016-05-09 | $883 | $857 | 200DB | 5.0000 | $26 | $26 |
| CARPET CLEANER | 2016-08-03 | $105 | $102 | 200DB | 5.0000 | $3 | $3 |
| CARPET | 2016-12-08 | $354 | $344 | 200DB | 5.0000 | $10 | $10 |
| DRIVEWAY SEALING | 2016-05-25 | $3,073 | $2,115 | 150DB | 15.0000 | $96 | $96 |
| CARPET | 2017-01-12 | $391 | $367 | 200DB | 5.0000 | $22 | $22 |
| TRIMMER | 2017-06-14 | $241 | $222 | 200DB | 5.0000 | $14 | $14 |
| CARPET | 2017-07-08 | $495 | $449 | 200DB | 5.0000 | $28 | $28 |
| 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 | $122 | 200DB | 5.0000 | $91 | $91 |
| CARPET & FLOORING | 2020-07-10 | $421 | $63 | 200DB | 5.0000 | $143 | $143 |
| HOT WATER HEATER | 2020-12-22 | $816 | $41 | 200DB | 5.0000 | $310 | $310 |
| CARPET | 2021-02-18 | $362 | 200DB | 5.0000 | $72 | $72 | |
| REFRIGERATOR | 2021-03-08 | $387 | 200DB | 5.0000 | $77 | $77 | |
| CARPET | 2021-04-09 | $281 | 200DB | 5.0000 | $56 | $56 | |
| WATER HEATER | 2021-04-22 | $1,852 | 200DB | 5.0000 | $370 | $370 | |
| CARPET | 2021-07-17 | $281 | 200DB | 5.0000 | $56 | $56 | |
| (2) REFRIGERATORS | 2021-10-10 | $774 | 200DB | 5.0000 | $155 | $155 | |
| LAND-BASIS FROM ESTATE | 2010-01-01 | $9,100 | |||||
| BUILDING-BASIS FROM ESTATE | 2010-01-01 | $106,139 | $42,295 | S/L | 27.5000 | $3,860 | $3,860 |
| FURNISHINGS | 2010-06-15 | $244 | $244 | 200DB | 5.0000 | ||
| TUB SURROUNDING | 2017-03-30 | $616 | $578 | 200DB | 5.0000 | $34 | $34 |
| 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 | $41,334 | S/L | 27.5000 | $3,770 | $3,770 |
| IMPROVEMENTS | 2011-06-15 | $2,383 | $827 | S/L | 27.5000 | $87 | $87 |
| 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 | $192 | S/L | 15.0000 | $10 | $10 |
| FLOORING (10 PA AVE) | 2016-04-05 | $432 | $281 | S/L | 15.0000 | $14 | $14 |
| LAND-BASIS FROM ESTATE | 2010-01-01 | $7,700 | |||||
| BUILDING-BASIS FROM ESTATE | 2010-01-01 | $78,102 | $31,123 | S/L | 27.5000 | $2,840 | $2,840 |
| IMPROVEMENTS | 2010-12-01 | $655 | $239 | S/L | 27.5000 | $24 | $24 |
| 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 | $699 | 200DB | 5.0000 | $20 | $20 |
| PORCH REPAIRS (220) | 2016-06-13 | $381 | $248 | S/L | 15.0000 | $13 | $13 |
| STOVE (222) | 2017-01-14 | $551 | $517 | 200DB | 5.0000 | $30 | $30 |
| REBUILD PORCH (220) | 2017-04-03 | $800 | $497 | S/L | 15.0000 | $26 | $26 |
| 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 | $28 | S/L | 15.0000 | $46 | $46 |
| LAWN MOWER | 2021-10-10 | $227 | 200DB | 5.0000 | $45 | $45 | |
| LAND @ FMV 1/1/10 | 2010-01-01 | $4,400 | |||||
| BUILDING @ FMV 1/1/10 | 2010-01-01 | $105,600 | $42,080 | S/L | 27.5000 | $3,840 | $3,840 |
| IMPROVEMENTS | 2010-11-02 | $248 | $91 | S/L | 27.5000 | $9 | $9 |
| IMPROVEMENTS | 2011-06-15 | $179 | $63 | S/L | 27.5000 | $6 | $6 |
| 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 | $175 | 200DB | 5.0000 | $5 | $5 |
| WATER HEATER | 2016-12-19 | $507 | $493 | 200DB | 5.0000 | $14 | $14 |
| WATER HEATER | 2019-01-24 | $1,025 | $1,025 | 200DB | 5.0000 | ||
| ROOF | 2021-09-04 | $6,363 | 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 | $37,027 | S/L | 27.5000 | $3,379 | $3,379 |
| IMPROVEMENTS | 2010-12-15 | $10,268 | $3,749 | S/L | 27.5000 | $374 | $374 |
| IMPROVEMENTS | 2011-06-15 | $929 | $322 | S/L | 27.5000 | $34 | $34 |
| FURNISHINGS | 2011-06-15 | $1,971 | $1,971 | 200DB | 5.0000 | ||
| FURNACE | 2014-03-13 | $4,639 | $1,146 | S/L | 27.5000 | $168 | $168 |
| BUILDING IMPROVEMENTS | 2014-11-26 | $6,445 | $4,619 | S/L | 15.0000 | $214 | $214 |
| 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 | $384 | S/L | 15.0000 | $20 | $20 |
| WATER HEATER | 2016-12-15 | $280 | $272 | 200DB | 5.0000 | $8 | $8 |
| WINDOWS (228) | 2017-09-04 | $197 | $120 | S/L | 15.0000 | $7 | $7 |
| 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 | $26,096 | S/L | 27.5000 | $2,382 | $2,382 |
| 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 | $783 | S/L | 15.0000 | $36 | $36 |
| 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 | $56,427 | S/L | 39.0000 | $5,149 | $5,149 |
| IMPROVEMENTS-BARRACKS | 2010-10-15 | $3,032 | $794 | S/L | 39.0000 | $77 | $77 |
| HEAT PUMP | 2010-03-01 | $7,900 | $2,186 | S/L | 39.0000 | $203 | $203 |
| IMPROVEMENTS-BARRACKS | 2011-06-15 | $1,711 | $419 | S/L | 39.0000 | $44 | $44 |
| 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 | $380 | S/L | 39.0000 | $51 | $51 |
| PARKING LOT PAVING | 2013-05-31 | $32,000 | $17,828 | 150DB | 15.0000 | $1,890 | $1,890 |
| HVAC | 2014-07-30 | $5,185 | $859 | S/L | 39.0000 | $133 | $133 |
| IMPROVEMENTS | 2016-06-26 | $1,145 | $744 | S/L | 15.0000 | $38 | $38 |
| 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 | $136,814 | S/L | 39.0000 | $12,485 | $12,485 |
| IMPROVEMENTS-BARRACKS | 2011-06-15 | $22,681 | $5,549 | S/L | 39.0000 | $582 | $582 |
| NEW HEATING UNIT | 2012-02-29 | $16,880 | $5,448 | S/L | 27.5000 | $613 | $613 |
| RANGE | 2013-09-04 | $480 | $480 | 200DB | 5.0000 | ||
| NEW WATER TREATMENT SYSTEM | 2015-06-29 | $2,942 | $2,010 | S/L | 15.0000 | $98 | $98 |
| PARKING LOT SEALING | 2015-10-20 | $4,943 | $3,557 | 150DB | 15.0000 | $146 | $146 |
| REFRIGERATOR | 2016-08-25 | $505 | $490 | 200DB | 5.0000 | $15 | $15 |
| FLOORING | 2016-01-14 | $335 | $218 | S/L | 15.0000 | $11 | $11 |
| BULLET PROOF GLASS | 2016-01-26 | $2,335 | $1,518 | S/L | 15.0000 | $78 | $78 |
| FLOORING | 2016-04-20 | $2,021 | $1,314 | S/L | 15.0000 | $67 | $67 |
| IMPROVEMENTS | 2016-04-28 | $1,569 | $1,020 | S/L | 15.0000 | $52 | $52 |
| IMPROVEMENTS | 2016-05-23 | $3,768 | $2,449 | S/L | 15.0000 | $126 | $126 |
| SEALING | 2017-10-05 | $753 | $753 | 150DB | 15.0000 | ||
| TILE | 2017-10-06 | $1,015 | $1,015 | 200DB | 5.0000 | ||
| GARBAGE DISPOSAL | 2018-12-01 | $1,079 | $1,079 | 200DB | 5.0000 | ||
| SEALING | 2018-05-14 | $763 | $763 | 150DB | 15.0000 | ||
| SEALING | 2019-11-27 | $763 | $763 | 150DB | 15.0000 | ||
| ROOF | 2021-09-12 | $3,200 | S/L | 15.0000 | $107 | $107 | |
| LAND-BASIS FROM ESTATE | 2010-01-01 | $20,800 | |||||
| BUILDING-BASIS FROM ESTATE | 2010-01-01 | $116,023 | $46,233 | 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 | $79,186 | S/L | 39.0000 | $7,227 | $7,227 |
| IMPROVEMENTS-BARRACKS | 2010-09-30 | $3,909 | $1,031 | S/L | 39.0000 | $100 | $100 |
| 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 | $429 | S/L | 39.0000 | $56 | $56 |
| HVAC | 2014-07-09 | $4,385 | $2,555 | S/L | 39.0000 | $57 | $57 |
| 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 | $5,040 | 150DB | 15.0000 | $198 | $198 |
| RESTRIPPING LOT | 2016-04-28 | $550 | $379 | 150DB | 15.0000 | $17 | $17 |
| 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 | $92,480 | S/L | 39.0000 | $8,439 | $8,439 |
| LAND IMPROVEMENTS | 2010-01-01 | $5,185 | $3,807 | 150DB | 15.0000 | $306 | $306 |
| EQUIPMENT | 2010-01-01 | $21,226 | $21,226 | 200DB | 7.0000 | ||
| CARPET | 2013-05-10 | $1,380 | $1,380 | 200DB | 5.0000 | ||
| WATER HEATER | 2014-01-29 | $315 | $315 | 200DB | 5.0000 | ||
| DUCT WORK | 2015-02-19 | $2,070 | $312 | S/L | 39.0000 | $53 | $53 |
| NEW BASEBOARD HEAT | 2015-03-05 | $1,380 | $205 | S/L | 39.0000 | $35 | $35 |
| NEW CONCRETE POSTS | 2015-06-29 | $161 | $110 | S/L | 15.0000 | $5 | $5 |
| HEATERS | 2016-12-29 | $126 | $122 | 200DB | 5.0000 | $4 | $4 |
| RESTRIPPING LOT | 2016-05-31 | $350 | $241 | 150DB | 15.0000 | $11 | $11 |
| STEEL DOOR | 2018-05-23 | $985 | $66 | S/L | 39.0000 | $26 | $26 |
| REFRIGERATOR | 2019-01-04 | $610 | $610 | 200DB | 5.0000 | ||
| ROOF | 2019-11-21 | $1,000 | $1,000 | S/L | 15.0000 | ||
| LAND @ FMV 1/1/10 | 2010-01-01 | $38,750 | |||||
| BUILDING @ FMV 1/1/10 | 2010-01-01 | $116,250 | $46,323 | S/L | 27.5000 | $4,228 | $4,228 |
| PARKING LOT SEALING | 2020-12-01 | $5,400 | $68 | 150DB | 15.0000 | $533 | $533 |
| DEHUMIDIFIER | 2020-09-09 | $313 | $47 | 200DB | 5.0000 | $107 | $107 |
| LAND - BASIS FROM ESTATE | 2010-01-01 | $7,800 | |||||
| GARAGE | 2010-01-01 | $5,310 | $1,492 | S/L | 39.0000 | $136 | $136 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (21 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | BasisBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Gross Sales PriceGrossSalesPriceAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|---|
| REFRIGERATOR | 2012-05 | PURCHASE | 2021-03 | $265 | $265 | ||
| NEW CARPET | 2012-06 | PURCHASE | 2021-02 | $575 | $575 | ||
| WATER HEATER | 2012-06 | PURCHASE | 2021-04 | $917 | $917 | ||
| NEW CARPET | 2012-09 | PURCHASE | 2021-04 | $256 | $256 | ||
| CARPET | 2013-03 | PURCHASE | 2021-07 | $268 | $268 | ||
| SEE ATTACHMENT D-1 | PURCHASE | $214,394 | $215,305 | $911 | |||
| SEE ATTACHMENT D-1 | PURCHASE | $1,145 | $1,145 | ||||
| SEE ATTACHMENT D-1 | PURCHASE | $1,941,162 | $1,959,054 | $17,892 | |||
| SEE ATTACHMENT D-1 | PURCHASE | $10,254 | $10,254 | ||||
| SEE ATTACHMENT D-2 | PURCHASE | $12,197 | $16,599 | $4,402 | |||
| SEE ATTACHMENT D-2 | PURCHASE | $24,070 | $52,086 | $28,016 | |||
| SEE ATTACHMENT D-3 | PURCHASE | $150,078 | $145,315 | -$4,763 | |||
| SEE ATTACHMENT D-3 | PURCHASE | $180 | $180 | ||||
| SEE ATTACHMENT D-3 | PURCHASE | $164,291 | $212,282 | $47,991 | |||
| SEE ATTACHMENT D-4 | PURCHASE | $68,005 | $105,967 | $37,962 | |||
| SEE ATTACHMENT D-4 | PURCHASE | $119,962 | $143,200 | $23,238 | |||
| SEE ATTACHMENT D-6 | PURCHASE | $76,871 | $89,856 | $12,985 | |||
| SEE ATTACHMENT D-6 | PURCHASE | $306,834 | $453,084 | $146,250 | |||
| SEE ATTACHMENT D-7 | PURCHASE | $427 | $420 | -$7 | |||
| SEE ATTACHMENT D-8 | PURCHASE | $356,062 | $372,384 | $16,322 | |||
| SEE ATTACHMENT D-8 | PURCHASE | $129,796 | $291,070 | $161,274 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JACKSON LIFE ANNUITY | $1,750,000 | $1,750,000 |
| WELLS FARGO 2565 | $2,928,124 | $2,928,124 |
| WELLS FARGO 1848 | $886,073 | $886,073 |
| WELLS FARGO 0483 | $633,085 | $633,085 |
| WELLS FARGO 9405 | $1,859,639 | $1,859,639 |
| WELLS FARGO 3420 | $297,893 | $297,893 |
| WELLS FARGO 8632 | $2,679,630 | $2,679,630 |
| WELLS FARGO 5497 | $1,635,716 | $1,635,716 |
| WELLS FARGO 7578 | $1,731,060 | $1,731,060 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| IGM 2003-2 | $69 | $69 |
| IGM 2004-1 | $32 | $32 |
| IGM 2005-1 | $227 | $227 |
| IGM 2005-2 | $642 | $642 |
| IGM 2006-1 | $54 | $54 |
| IGM 2006-2 | $65 | $65 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| BUILDING | $2,765,799 | $1,031,861 | $1,733,938 | $2,765,799 |
| LAND IMPROVEMENTS | $139,995 | $107,197 | $32,798 | $139,995 |
| EQUIPMENT & FURNISHINGS | $123,394 | $109,764 | $13,630 | $123,394 |
| LAND | $643,100 | $643,100 | $643,100 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST RECEIVABLE | Desc |
| BOY Book Value | $18,504 | BOYBookValueAmt |
| EOY Book Value | $6,722 | EOYBookValueAmt |
| EOYFMV | $6,722 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FEDERAL INCOME TAX PAYMENTS | $4,549 |
| NON REPORTED LOSS | $8,969 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (76 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SUSQUEHANNA APARTMENTS | |||
| INSURANCE | $13,171 | $13,171 | |
| TRASH COLLECTION | $6,123 | $6,123 | |
| REPAIRS & MAINTENANCE | $5,139 | $5,139 | |
| SNOW REMOVAL | $1,367 | $1,367 | |
| PEST CONTROL | $1,068 | $1,068 | |
| VEHICLE EXPENSE | $1,059 | $1,059 | |
| GROUND MAINTENANCE | $942 | $942 | |
| SYSTEM TESTING | $522 | $522 | |
| OFFICE EXPENSE | $481 | $481 | |
| TENANT FUNCTIONS | $297 | $297 | |
| DUES & DONATION | $88 | $88 | |
| 53WYOMINGAVE &55 W HARRISON | |||
| INSURANCE | $2,497 | $2,497 | |
| 10-12 PA AVE,TUNKHANNOCK PA | |||
| INSURANCE | $2,106 | $2,106 | |
| REPAIRS & MAINTENANCE | $126 | $126 | |
| 220-222 NEW MALLERY PL, WB | |||
| INSURANCE | $2,762 | $2,762 | |
| PEST CONTROL | $195 | $195 | |
| RECYCLING FEES | $150 | $150 | |
| REPAIRS & MAINTENANCE | $120 | $120 | |
| LEVEE FEE | $63 | $63 | |
| 224 NEW MALLERY PL, WB | |||
| INSURANCE | $3,590 | $3,590 | |
| RENTAL INSPECTION | $450 | $450 | |
| PEST CONTROL | $440 | $440 | |
| REPAIRS & MAINTENANCE | $321 | $321 | |
| RECYCLING FEES | $300 | $300 | |
| LEVEE FEE | $127 | $127 | |
| 228-230 NEW MALLERY PL WB | |||
| INSURANCE | $3,595 | $3,595 | |
| REPAIRS & MAINTENANCE | $603 | $603 | |
| RENTAL INSPECTION | $450 | $450 | |
| PEST CONTROL | $440 | $440 | |
| RECYCLING FEES | $300 | $300 | |
| LEVEE FEE | $63 | $63 | |
| 35 SECOND STREET, TUNK PA | |||
| REPAIRS & MAINTENANCE | $1,474 | $1,474 | |
| INSURANCE | $1,449 | $1,449 | |
| 1745 VALLEY RD, MANSFIELD | |||
| GROUND MAINTENANCE | $2,575 | $2,575 | |
| INSURANCE | $2,573 | $2,573 | |
| REPAIRS & MAINTENANCE | $850 | $850 | |
| 872 SALEM BLVD,SHICKSHINNY | |||
| INSURANCE | $4,753 | $4,753 | |
| REPAIRS & MAINTENANCE | $4,506 | $4,506 | |
| PEST CONTROL | $480 | $480 | |
| 22 SPRUCE STREET, TUNK PA | |||
| INSURANCE | $1,398 | $1,398 | |
| RR1 ROUTE 6&PA 220N TOWANDA | |||
| INSURANCE | $2,829 | $2,829 | |
| GROUND MAINTENANCE | $1,225 | $1,225 | |
| REPAIRS & MAINTENANCE | $513 | $513 | |
| PEST CONTROL | $96 | $96 | |
| 915 ROUTE 6, TUNKHANNOCK PA | |||
| REPAIRS & MAINTENANCE | $5,720 | $5,720 | |
| INSURANCE | $2,672 | $2,672 | |
| PEST CONTROL | $708 | $708 | |
| MAT RENTAL | $630 | $630 | |
| WATER TESTING | $100 | $100 | |
| GROUND MAINTENANCE | $15 | $15 | |
| 119 WARREN ST TUNKHANNOCK | |||
| INSURANCE | $862 | $862 | |
| REPAIRS & MAINTENANCE | $846 | $846 | |
| PEST CONTROL | $353 | $353 | |
| GROUND MAINTENANCE | $200 | $200 | |
| 35 WYOMING AVE | |||
| REPAIRS & MAINTENANCE | $259 | $259 | |
| INSURANCE | $91 | $91 | |
| EXPENSES | |||
| WELLS FARGO FEES | $69,800 | $69,800 | |
| OFFICE EXPENSE | $5,365 | $2,683 | $2,682 |
| SERVICE CHARGES/FEES - STOCK | $3,704 | $3,704 | |
| INSURANCE | $734 | $734 | |
| BANK SERVICE CHARGE | $125 | $125 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| IGM INCOME | $700 | $700 |
| ROYALTY INCOME | $2,201 | $2,201 |
| ROYALTY DEDUCTIONS | -$364 | -$364 |
| REIMBURSEMENT | $10,044 | $10,044 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED APPRECIATION OF MARKET SECURITIES | Desc |
| Amt | $963,962 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| SECURITY DEPOSITS | $10,925 | $10,925 |
| PAYROLL TAXES | $2,386 | $2,829 |
| ACCRUED INSURANCE REFUND | $7,522 | $2,198 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SUSQUEHANNA APARTMENTS | CategoryTxt |
| Amt | $39,643 | Amt |
| Net Investment Income | $39,643 | NetInvestmentIncomeAmt |