STRATEGY STUDIO / PUBLIC DATA EXPLORER

TAMBUR FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
TAMBUR FAMILY FOUNDATION (EIN 68-0616241)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-14
IRS object ID
202233189349100238
Schema version
2021v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-11-14T08:27:14-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN232535812PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SNYDER & CLEMENTEBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1575 PIERCE STREET SUITE 400AddressLine1Txt
CityKINGSTONCityNm
State AbbreviationPAStateAbbreviationCd
ZIP18704ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN680616241EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT TAMBURROPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone5708300301PhoneNum
Signature2022-11-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstROBERTPersonFirstNm
Person LastTAMBURROPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEPHEN CLEMENTEPreparerPersonNm
PTINP00413637PTIN
Phone5702886464PhoneNum
Preparation2022-11-09PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,975,507FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1,960InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,960InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$40,892DividendsRevAndExpnssAmt
Dividends Net Invst Incm$40,892DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$68,564NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$366,116GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$68,564CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$111,416TotalRevAndExpnssAmt
Total Net Invst Incm$111,416TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,040AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,040AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$18,759OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$18,759OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,885TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,885TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$21,684TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$21,684TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$81,175ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$81,175ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$102,859TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$21,684TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$81,175TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$8,557ExcessRevenueOverExpensesAmt
Net Investment Income$89,732NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$30,292SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$60,069SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$60,069SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$47,600USGovernmentObligationsBOYAmt
US Government Obligations EOY$63,275USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$63,275USGovtObligationsEOYFMVAmt
Corporate Stock BOY$674,882CorporateStockBOYAmt
Corporate Stock EOY$728,375CorporateStockEOYAmt
Corporate Stock EOYFMV$728,375CorporateStockEOYFMVAmt
Corporate Bonds BOY$39,912CorporateBondsBOYAmt
Corporate Bonds EOY$31,843CorporateBondsEOYAmt
Corporate Bonds EOYFMV$31,843CorporateBondsEOYFMVAmt
Other Investments BOY$1,060,373OtherInvestmentsBOYAmt
Other Investments EOY$1,091,945OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,091,945OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,853,059TotalAssetsBOYAmt
Total Assets EOY$1,975,507TotalAssetsEOYAmt
Total Assets EOYFMV$1,975,507TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,853,059RetainedEarningBOYAmt
Retained Earning EOY$1,975,507RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,853,059TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,975,507TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,853,059TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,975,507TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,853,059TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$8,557ExcessRevenueOverExpensesAmt
Other Increases$113,891OtherIncreasesAmt
Subtotal$1,975,507SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,975,507TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
MORGAN STANLEY2021-01-012021-12-31$127,923$124,651$3,272$3,272
MORGAN STANLEY2020-01-012021-12-31$230,109$172,901$57,208$57,208
CAPITAL GAINS DIVIDENDS$8,084$8,084$8,084P
FieldValueIRS element (for citing)
Capital Gain Net Income$68,564CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$3,272NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,247InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,247SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,247TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$947EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$947TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$300TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

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

Persons With Books Name PersonsWithBooksName

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

Location Of Books US Address LocationOfBooksUSAddress

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

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

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

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,899,252AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$39,274AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,938,526TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,938,526AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$29,078CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,909,448NetVlNoncharitableAssetsAmt
Minimum Investment Return$95,472MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$95,472MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,247TaxBasedOnInvestmentIncomeAmt
Total Tax$1,247TotalTaxAmt
Distributable Before Adj$94,225DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$94,225DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$94,225DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$81,175ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$81,175QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$94,225DistributableAsAdjustedAmt
Undistributed Income PY$67,662UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$81,175QualifyingDistributionsAmt
Applied To Year1$67,662AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$13,513AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$80,712UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonROBERT L TAMBURRecipientPersonNm

Recipient US Address RecipientUSAddress

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (54 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALLIED SERVICES FOUNDATION
100 ABINGTON EXECUTIVE PARKCLARKS SUMMITPA18411PUBLICCHARITABLE$250
AMERICA'S VET DOGS
371 EAST JERICHO TURNPIKESMITHTOWNNY11787PUBLICCHARITABLE$50
AMERICAN RED CROSS
431 EIGHTEENTH STREET NWWASHINGTONDC20006PUBLICCHARITABLE$500
ANTHONY J RINALDI JR FOUNDATION
538 SPRUCE STREET SUITE 600SCRANTONPA18503PUBLICCHARITABLE$500
ASSOCIATION OF FUNDRAISING PROFESSIONALS NORTHEASTERN PENNSYLVANIA CHAPTER
PO BOX 1294WILKESBARREPA18703PUBLICCHARITABLE$250
BIG BROTHER BIG SISTER OF NEPA
190 WELLES STREET SUITE 168-170FORTY FORTPA18704PUBLICCHARITABLE$500
BLUE RIDGE TRAIL PINK AND BLUE
260 COUNTRY CLUB DRIVEMOUNTAIN TOPPA18707PUBLICCHARITABLE$1,000
BOLD GOLD BROADCAST AND MEDIA FOUNDATION
575 GROVE STREETHONESDALEPA18431PUBLICCHARITABLE$2,500
BRIAN MATTAS MEMORIAL FUND
1754 STALTZ ROADSOUTH PARKPA15129PUBLICCHARITABLE$500
CAMP FREEDOM
3835 MAUCH CHUNK ROADALLENTOWNPA181048721PUBLICCHARITABLE$1,000
COURT APPOINTED SPECIAL ADVOCATES OF LUZERNE COUNTY
667 S RIVER STREETWILKESBARREPA18705PUBLICCHARITABLE$1,000
DINNERS FOR KIDS
84 WYOMING AVEEDWARDSVILLEPA18704PUBLICCHARITABLE$300
DIOCESE OF SCRANTON
300 WYOMING AVESCRANTONPA18503PUBLICCHARITABLE$2,000
DOMESTIC VIOLENCE SERVICE CENTER
PO BOX 2177WILKES BARREPA18703PUBLICCHARITABLE$500
FAMILY SERVICE ASSOCIATION NORTHEASTERN PA
31 WEST MARKET STREETWILKES BARREPA18701PUBLICCHARITABLE$250
FLAG
PO BOX 911COLLEYVILLETX76034PUBLICCHARITABLE$1,000
FRIEDMAN JEWISH COMMUNITY CENTER
613 S J STRAUSS LNKINGSTONPA18704PUBLICCHARITABLE$500
GETTYSBURG COLLEGE
300 N WASHINGTON STREET BOX 426GETTYSBURGPA17325PUBLICCHARITABLE$35,000
HELPING HANDS SOCIETY
301 SILLER DRIVEHAZLETONPA18201PUBLICCHARITABLE$1,000
HOSPICE OF THE SACRED HEART
53 GLENMAURA NATIONAL BLVDMOOSICPA18507PUBLICCHARITABLE$500
INDO AMERICAN OF SCRANTON
1010 E DRINKER STREETDUNMOREPA18512PUBLICCHARITABLE$1,000
JUNIOR ACHIEVEMENT OF NORTHEASTERN PENNSYLVANIA
1122 OAK STREETPITTSTONPA18640PUBLICCHARITABLE$600
KINGS COLLEGE
133 N RIVER STREETWILKES BARREPA18711PUBLICCHARITABLE$250
LCCC ALUMNI ASSOCIATION
1333 SOUTH PROSPECT STREETNANTICOKEPA18634PUBLICCHARITABLE$500
LEADERSHIP NORTHEAST
4 PUBLIC SQUAREWILKESBARREPA18701PUBLICCHARITABLE$475
LITTLE THEATER OF WILKES BARRE
537 N MAIN STREETWILKES BARREPA18705PUBLICCHARITABLE$5,000
LUZERNE COUNTY COMMUNITY COLLEGE FOUNDATION
521 TRAILBLAZER DRIVENANTICOKEPA18634PUBLICCHARITABLE$2,000
LUZERNE COUNTY HEAD START
23 BEEKMAN STREETWILKESBARREPA18702PUBLICCHARITABLE$500
MARTZ GROUP
239 OLD RIVER ROADWILKESBARREPA18702PUBLICCHARITABLE$500
MATERNAL & FAMILY HEALTH SERVICES
15 PUBLIC SQUARE SUITE 600WILKESBARREPA18702PUBLICCHARITABLE$2,500
MILES FOR MICHAEL
9 N MAIN STREETPITTSTONPA18640PUBLICCHARITABLE$500
NATIVITYMIGUEL SCHOOL OF SCRANTON
2300 ADAMS AVENUEDUNMOREPA18509PUBLICCHARITABLE$1,000
NORTHEAST REGIONAL CANCER INSTITUTE
312 ADAMS AVENUESCRANTONPA185031604PUBLICCHARITABLE$500
NORTHEAST SIGHT SERVICE
1825 WYOMING AVENUEEXETERPA18643PUBLICCHARITABLE$200
OSTERHOUT FREE LIBRARY
71 S FRANKLIN STREETWILKES BARREPA18701PUBICCHARITABLE$200
PITTSON FESTIVAL ASSOCIATION
71 SOUTH MAIN STREETPITTSTONPA18640PUBLICCHARITABLE$500
PLAINS TOWNSHIP POLICE DEPARTMENT
126 N MAIN STREETWILKESBARREPA18705PUBLICCHARITABLE$100
SAFE
275 MUNDY STREET SUITE 201WILKES BARREPA18702PUBLICCHARITABLE$250
SHRINERS HOSPITALS FOR CHILDREN
2900 ROCKY POINT DRIVETAMPAFL33607PUBLICCHARITABLE$250
SPECIAL OLYMPICS
PO BOX 3010NORRISTOWNPA19404PUBLICCHARITABLE$50
ST VINCENT DE PAUL
369 EAST JACKSON STREETWILKES BARREPA18701PUBICCHARITABLE$1,000
ST JOSEPH'S CENTER
2010 ADAMS AVESCRANTONPA18509PUBLICCHARITABLE$1,000
ST JOSEPH'S INDIAN SCHOOL
1301 N MAIN STREETCHAMBERLAINSD57325PUBLICCHARITABLE$300
ST JUDES CHILDREN HOSPITAL
387 E SOUTH STWILKES BARREPA18702PUBICCHARITABLE$500
STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION
2361 HYLAN BOULEVARDSTATEN ISLANDNY10306PUBLICCHARITABLE$500
THE LUZERNE FOUNDATION
34 S RIVER STREETWILKESBARREPA18702PUBLICCHARITABLE$400
THE PENNSYLVANIA STATE UNIVERSITY
212 THE 103 BUILDINGUNIVERSITY PARKPA16802PUBLICCHARITABLE$6,000
THE SALVATION ARMY WILKES-BARRE
17 S PENNSYLVANIA AVENUEWILKESBARREPA18701PUBLICCHARITABLE$1,000
VALLEY SANTA
69 PUBLIC SQUARE 11TH FLOORWILKESBARREPA187010000PUBLICCHARITABLE$500
WCVA
1133 WYOMING AVENUEFORTY FORTPA18704PUBLICCHARITABLE$250
WOMEN'S RESOURCE CENTER
PO BOX 975SCRANTONPA18501PUBLICCHARITABLE$150
WOUNDED WARRIOR PROJECT
PO BOX 758541TOPEKAKS66675PUBLICCHARITABLE$100
WYOMING VALLEY CATHOLIC YOUTH CENTER
36 S WASHINGTON STREETWILKES BARREPA18701PUBLICCHARITABLE$3,000
WYOMING VALLEY HABITAT FOR HUMANITY
825 E MAIN STREETNANTICOKEPA18634PUBLICCHARITABLE$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$81,175TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,960ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$40,892ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$68,564ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$111,416ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$111,416TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,040Amt
Net Investment Income$1,040NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE FIXED INCOMEBondNm
EOY Book Value$31,843EOYBookValueAmt
EOYFMV$31,843EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKSStockNm
EOY Book Value$728,375EOYBookValueAmt
EOYFMV$728,375EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$63,275USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$63,275USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ETFS AND CEFSFMV$277,099$277,099
MUTUAL FUNDSFMV$814,846$814,846

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescNET UNREALIZED GAINSDesc
Amt$113,891Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$18,759Amt
Net Investment Income$18,759NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAIDCategoryTxt
Amt$1,885Amt
Net Investment Income$1,885NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt