STRATEGY STUDIO / PUBLIC DATA EXPLORER

TAMBUR FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
TAMBUR FAMILY FOUNDATION (EIN 68-0616241)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-08-20
IRS object ID
202102329349100800
Schema version
2020v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-08-20T07:47:44-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN231909723PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MCKONLY & ASBURY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1415 FALLOWFIELD ROADAddressLine1Txt
CityCAMP HILLCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17011ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

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
Phone5708259501PhoneNum

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT L TAMBURPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone5708259501PhoneNum
Signature2021-08-19SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

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

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGARY J DUBASPreparerPersonNm
PTINP00252339PTIN
Phone7177617910PhoneNum
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,853,059FMVAssetsEOYAmt
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$2,354InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,354InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$19,594DividendsRevAndExpnssAmt
Dividends Net Invst Incm$19,594DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$28,511NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$743,126GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$28,511CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$50,459TotalRevAndExpnssAmt
Total Net Invst Incm$50,459TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,010AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,010AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$16,033OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$16,033OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,144TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,144TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$18,187TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$18,187TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$81,051ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$81,051ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$99,238TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$18,187TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$81,051TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$48,779ExcessRevenueOverExpensesAmt
Net Investment Income$32,272NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$32,588SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$30,292SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$30,292SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$37,469USGovernmentObligationsBOYAmt
US Government Obligations EOY$47,600USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$47,600USGovtObligationsEOYFMVAmt
Corporate Stock BOY$697,271CorporateStockBOYAmt
Corporate Stock EOY$674,882CorporateStockEOYAmt
Corporate Stock EOYFMV$674,882CorporateStockEOYFMVAmt
Corporate Bonds BOY$31,187CorporateBondsBOYAmt
Corporate Bonds EOY$39,912CorporateBondsEOYAmt
Corporate Bonds EOYFMV$39,912CorporateBondsEOYFMVAmt
Other Investments BOY$937,560OtherInvestmentsBOYAmt
Other Investments EOY$1,060,373OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,060,373OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,736,075TotalAssetsBOYAmt
Total Assets EOY$1,853,059TotalAssetsEOYAmt
Total Assets EOYFMV$1,853,059TotalAssetsEOYFMVAmt
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$1,736,075RetainedEarningBOYAmt
Retained Earning EOY$1,853,059RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,736,075TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,853,059TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,736,075TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,853,059TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,736,075TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$48,779ExcessRevenueOverExpensesAmt
Other Increases$165,763OtherIncreasesAmt
Subtotal$1,853,059SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,853,059TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MORGAN STANLEYP$197,932$207,618-$9,686-$9,686
MORGAN STANLEYP$531,122$506,997$24,125$24,125
CAPITAL GAINS DIVIDENDSP$14,072$14,072$14,072
FieldValueIRS element (for citing)
Capital Gain Net Income$28,511CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$449InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$449SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$449TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,396EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,396TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$947OverpaymentAmt
Applied To ES Tax$947AppliedToESTaxAmt
Refund$0RefundAmt

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
CityWILKESBARRECityNm
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$1,794,567AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,794,567TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,794,567AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$26,919CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,767,648NetVlNoncharitableAssetsAmt
Minimum Investment Return$88,382MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$88,382MinimumInvestmentReturnAmt
Tax Based On Investment Income$449TaxBasedOnInvestmentIncomeAmt
Total Tax$449TotalTaxAmt
Distributable Before Adj$87,933DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$87,933DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$87,933DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$81,051ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$81,051QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$81,051AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$87,933DistributableAsAdjustedAmt
Undistributed Income PY$60,780UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$81,051QualifyingDistributionsAmt
Applied To Year1$60,780AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$20,271AppliedToCurrentYearAmt
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$67,662UndistributedIncomeCYAmt
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 (44 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACCESSIBLE FESTIVALS
6003 233RD PLACE SWMOUNTAINLAKE TERRACEWA98043NONEPUBLICCHARITABLE$375
ALLIED SERVICES
100 ABINGTON EXECUTIVE PARKCLARKS SUMMITPA18411NONEPUBLICCHARITABLE$250
AMERICA 250PA
2 N MAIN STREETPITTSTONPA18640NONEPUBLICCHARITABLE$5,000
AMERICAN CANCER SOCIETY
EAST CENTRAL DIVISION POBOX 897HERSHEYPA170330897NONEPUBLICCHARITABLE$750
AMERICA'S VET DOGS
371 EAST JERICHO TURNPIKESMITHTOWNNY11787NONEPUBLICCHARITABLE$50
BAPS CHARITIES
301 OAK STSCRANTONPA185082713NONEPUBLICCHARITABLE$251
BLUE RIDGE TRAIL PINK & BLUE
260 COUNTRY CLUB DRIVEMOUNTAIN TOPPA18707NONEPUBLICCHARITABLE$1,000
BRANDON'S FOREVER HOME
187 N CHURCH STHAZELTONPA18201NONEPUBLICCHARITABLE$500
CAMP FREEDOM
284 NUMBER 7 RDCARBONDALEPA18407NONEPUBLICCHARITABLE$1,000
CASA OF LUZERNE COUNTY
667 NORTH RIVER STREETPLAINSPA18705NONEPUBLICCHARITABLE$2,000
CEO WEINBURG NE REGIONAL FOOD BANK
PO BOX 3116SCRANTONPA18505NONEPUBLICCHARITABLE$300
DINNER FOR KIDS
84 S WYOMING AVEEDWARDSVILLEPA18704NONEPUBLICCHARITABLE$200
DIOCESE OF SCRANTON
300 WYOMING AVESCRANTONPA18503NONEPUBLICCHARITABLE$2,000
FM KIRBY CENTER FOR THE PERFORMING ARTS
71 PUBLIC SQUAREWILKES BARREPA18701NONEPUBLICCHARITABLE$1,000
FAMILY SERVICE ASSOCIATION OF NORTHEASTERN PA
31 WEST MARKET STREETWILKES BARREPA18701NONEPUBLICCHARITABLE$250
FLAG
PO BOX 911COLLEYVILLETX76034NONEPUBLICCHARITABLE$1,000
FRIEDMAN JEWISH COMMUNITY CENTER
613 S J STRAUSS LNKINGSTONPA18704NONEPUBLICCHARITABLE$1,000
HELPING HANDS SOCIETY
301 ROCKY ROADHAZLETONPA18201NONEPUBLICCHARITABLE$1,000
HOMES FOR OUR TROOPS
6 MAIN STTAUNTONMA02780NONEPUBLICCHARITABLE$500
JUNIOR ACHIEVEMENT OF NEPA
1122 OAK STREETPITTSTONPA18640NONEPUBLICCHARITABLE$5,000
LCCC ALUMNI ASSOCIATIONS
1333 SOUTH PROSPECT STREETNANTICOKEPA18634NONEPUBLICCHARITABLE$500
LUZERNE CO CHILD ADVOCACY CENTER
187 HANOVER STREETWILKES BARREPA18702NONEPUBLICCHARITABLE$500
LUZERNE COUNTY CHILDREN & YOUTH SERVICES
111 NORTH PENNSYLVANIA BOULEVARDWILKES BARREPA18703NONEPUBLICCHARITABLE$500
MARYWOOD UNIVERSITY
2300 ADAMS AVENUESCRANTONPA18509NONEPUBLICCHARITABLE$40,000
MATERNAL AND FAMILY HEALTH SERV
15 PUBLIC SQUARE SUITE 600WILKES BARREPA18701NONEPUBLICCHARITABLE$150
NEPA-BSA 501
72 MONTAGE MOUNTAIN RDMOOSICPA18507NONEPUBLICCHARITABLE$1,000
NORTH BRANCH LAND TRUST
251 HUNTSVILLE- IDETOWN ROADDALLASPA18612NONEPUBLICCHARITABLE$250
OSTERHOUT FREE LIBRARY
71 S FRANKLIN STREETWILKES BARREPA18701NONEPUBLICCHARITABLE$500
PENN STATE
UNIVERSITY PARKSTATE COLLEGEPA16801NONEPUBLICCHARITABLE$6,000
SAFE
275 MUNDY STREET SUITE 201WILKES BARREPA18702NONEPUBLICCHARITABLE$250
SERENDIPITY THERAPUTIC RIDING CTR
73 LAMOREAUX RDHUNLOCK CREEKPA18621NONEPUBLICCHARITABLE$250
SHRINER'S HOSPITAL FOR CHILDREN
2900 ROCKY POINT DRIVETAMPAFL33607NONEPUBLICCHARITABLE$250
SPECIAL OLYMPICS
PO BOX 3010NORRISTOWNPA19404NONEPUBLICCHARITABLE$50
ST JOHN NEUMANN SOCIETY
400 MILL STREETDUNMOREPA18512NONEPUBLICCHARITABLE$1,000
ST JOSEPHS CENTER
2010 ADAMS AVENUESCRANTONPA18509NONEPUBLICCHARITABLE$2,000
ST JOSEPH'S INDIAN SCHOOL
1301 N MAIN STCHAMBERLAINSD57325NONEPUBLICCHARITABLE$300
ST VINCENET DE PAUL
369 EAST JACKSON STREETWILKES BARREPA18701NONEPUBLICCHARITABLE$1,125
THE LUZERNE FOUNDATION
140 MAIN STREET 2ND FLOORLUZERNEPA18709NONEPUBLICCHARITABLE$1,500
TOYS FOR TOTS
18251 QUANTICO GATEWAY DRIVETRIANGLEVA22172NONEPUBLICCHARITABLE$50
UNITE THE WORLD
334 JAMES STKINGSTONPA18704NONEPUBLICCHARITABLE$500
WOMEN'S RESOURCE CENTER
PO BOX 975SCRANTONPA18501NONEPUBLICCHARITABLE$150
WOUNDED WARRIOR PROJECT
PO BOX 758541TOPEKAKS66675NONEPUBLICCHARITABLE$50
WVCA
1133 WYOMING AVENUEFORTY FORTPA18704NONEPUBLICCHARITABLE$250
WYOMING VALLEY HABITAT FOR HUMANITY
303 MARKET STREETKINGSTONPA18704NONEPUBLICCHARITABLE$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$81,051TotalGrantOrContriPdDurYrAmt
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$2,354ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$19,594ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$28,511ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$50,459ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$50,459TotalIncomeProducingActyAmt

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$1,010Amt
Net Investment Income$1,010NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE FIXED INCOMEBondNm
EOY Book Value$39,912EOYBookValueAmt
EOYFMV$39,912EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSTOCKSStockNm
EOY Book Value$674,882EOYBookValueAmt
EOYFMV$674,882EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$47,600USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$47,600USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
EFT'S & CEF'SFMV$267,947$267,947
MUTUAL FUNDSFMV$788,694$788,694
NET UNSETTLED PURCHASES/SALESFMV$3,732$3,732

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescADJ TO REFLECT SECURITIES AT MKT VALUE AT YEAR ENDDesc
Amt$165,763Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$16,033Amt
Net Investment Income$16,033NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAIDCategoryTxt
Amt$1,144Amt
Net Investment Income$1,144NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt