ROY W PIPER CHARITABLE TR: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ROY W PIPER CHARITABLE TR (EIN 20-7487500)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-07-01
- IRS object ID
- 202131829349100403
- Schema version
- 2020v4.0
- 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 | 2021-07-01T08:37:32-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-07-01 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GORDON W CHASE CPA | PreparerPersonNm |
| PTIN | P01056561 | PTIN |
| Phone | 5708363868 | PhoneNum |
| Preparation | 2021-07-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $17,543,484 | 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 | $126,271 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $126,271 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $147,433 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $147,433 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $580,235 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $580,235 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $206,886 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $207,549 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,392,931 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $207,549 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $13,074 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $13,074 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,074,562 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,074,562 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $101,628 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $65,628 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $36,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $17,750 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $17,750 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $15,917 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $9,971 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $5,946 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,350 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,675 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,675 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $36,796 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $36,796 | OtherProfFeesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $92,362 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $92,362 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $157,741 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $156,084 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $1,657 | OccupancyDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $2,221 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $1,043 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $1,178 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $158,153 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $155,401 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,752 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $587,918 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $519,960 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $67,958 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $616,805 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $616,805 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,204,723 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $519,960 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $684,763 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$130,161 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $554,602 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $249,598 | CashBOYAmt |
| Cash EOY | $351,666 | CashEOYAmt |
| Cash EOYFMV | $351,666 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $763,167 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $602,621 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $602,621 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $30,670 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $21,134 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $21,134 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $12,435,817 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,888,327 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,888,327 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $382 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $389 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $389 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,660,843 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,157,059 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,588,161 | LandBOYAmt |
| Land EOY | $2,503,784 | LandEOYAmt |
| Land EOYFMV | $3,660,843 | LandEOYFMVAmt |
| Other Assets BOY | $19,537 | OtherAssetsBOYAmt |
| Other Assets EOY | $18,504 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $18,504 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $16,087,332 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,386,425 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,543,484 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $10,540 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $20,833 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $10,540 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $20,833 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,640,975 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,477,265 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $12,435,817 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $12,888,327 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,076,792 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,365,592 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,087,332 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,386,425 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,076,792 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$130,161 | ExcessRevenueOverExpensesAmt |
| Other Increases | $451,730 | OtherIncreasesAmt |
| Subtotal | $16,398,361 | SubtotalAmt |
| Other Decreases | $32,769 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,365,592 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $207,549 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,709 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,709 | SubtotalAmt |
| Tax Based On Investment Income | $7,709 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $23,160 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $23,160 | TotalPaymentsAndCreditsAmt |
| Overpayment | $15,451 | OverpaymentAmt |
| Applied To ES Tax | $15,451 | 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 | $56,628 | $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 | $12,218,100 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $780,861 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,231,088 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,230,049 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $17,230,049 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $258,451 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,971,598 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $848,580 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $848,580 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,709 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,709 | TotalTaxAmt |
| Distributable Before Adj | $840,871 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $840,871 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $840,871 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $684,763 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $684,763 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $684,763 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $840,871 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $490,809 | UndistributedIncomePYAmt |
| Qualifying Distributions | $684,763 | QualifyingDistributionsAmt |
| Applied To Year1 | $490,809 | AppliedToYear1Amt |
| Applied To Current Year | $193,954 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $646,917 | 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 (79 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 | $6,144 | |
| ARTHUR MADALYN | ||||||||
| 314 ORANGE ST | DALLAS | PA | 18612 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,825 | |
| BARDZEL MICHAEL | ||||||||
| 100 MINK LANE | GREENTOWN | PA | 18426 | NONE | N/A | COLLEGE SCHOLARSHIP | $12,000 | |
| BARLOW BRYAN | ||||||||
| 1372 FAIRVIEW RD | SCOTT TOWNSHIP | PA | 18411 | NONE | N/A | COLLEGE SCHOLARSHIP | $7,000 | |
| BESSOIR ABBY | ||||||||
| 1715 ELECTRIC ST | DUNMORE | PA | 18509 | NONE | N/A | COLLEGE SCHOLARSHIP | $1,947 | |
| BETTI JULIA | ||||||||
| 4 MILES AVE | DICKSON CITY | PA | 18447 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,000 | |
| BLACKWELL DAMANI | ||||||||
| R 536 FIG ST | SCRANTON | PA | 18505 | NONE | N/A | COLLEGE SCHOLARSHIP | $12,000 | |
| BLOOM CHRISTIAN | ||||||||
| 616 MYRTLE ST | SCRANTON | PA | 18505 | NONE | N/A | COLLEGE SCHOLARSHIP | $9,000 | |
| BRACE BRIELLE | ||||||||
| 444 BRACE RD | DALLAS | PA | 18612 | NONE | N/A | COLLEGE SCHOLARSHIP | $4,609 | |
| BURDA MOLLIE | ||||||||
| 1037 OAK ST | SCRANTON | PA | 18508 | NONE | N/A | COLLEGE SCHOLARSHIP | $6,000 | |
| BUSCHER JEFFERY | ||||||||
| 83 E CENTER HILL RD | DALLAS | PA | 18612 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,000 | |
| 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 | $15,000 | |
| CASTILLO CARLOS | ||||||||
| 62 WEST CHURCH ST | NANTICOKE | PA | 18634 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,500 | |
| CHESNER EMILY | ||||||||
| 428 KERAGE RD | MESHOPPEN | PA | 18630 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,250 | |
| CHICKILLO KATHLEEN | ||||||||
| 216 | NORTH ABINGTON TWP | PA | 18414 | NONE | N/A | COLLEGE SCHOLARSHIP | $12,101 | |
| CLARK ISAAC | ||||||||
| 115 COLEWOOD CIRCLE | HAZEL TOWNSHIP | PA | 18202 | NONE | N/A | COLLEGE SCHOLARSHIP | $13,500 | |
| CLEMENT VANESSA | ||||||||
| 1811 ALDER WAY | HAZLE TWP | PA | 18202 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,000 | |
| COOPER BRITTANY | ||||||||
| 45 CHURCH ST | TUNKHANNOCK | PA | 18657 | NONE | N/A | COLLEGE SCHOLARSHIP | $15,000 | |
| CORKER BREEZY | ||||||||
| 726 POST HILL RD | FALLS | PA | 18615 | NONE | N/A | COLLEGE SCHOLARSHIP | $6,000 | |
| CYWINSKI LOGAN | ||||||||
| 726 POST HILL RD | FALLS | PA | 18615 | NONE | N/A | COLLEGE SCHOLARSHIP | $16,500 | |
| DIBBLE SAMANTHA | ||||||||
| 01 LOWER MESHOPPEN CREEK | MESHOPPEN | PA | 18630 | NONE | N/A | COLLEGE SCHOLARSHIP | $6,000 | |
| DOMNICK COLIN | ||||||||
| 54 COLVIN RD | DALTON | PA | 18414 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,000 | |
| DUDECK LAUREN | ||||||||
| 105 HENRY ST | PLAINS | PA | 18705 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,867 | |
| DUGAN MIAH | ||||||||
| 251 FINN RD | FACTORYVILLE | PA | 18419 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,000 | |
| DUNCKLE MARK | ||||||||
| 107 KEYSTONE HILLS RD | FACTORYVILLE | PA | 18419 | NONE | N/A | COLLEGE SCHOLARSHIP | $3,750 | |
| EDNIE STEPHANIE | ||||||||
| 1212 SR 940 | HARLEIGH | PA | 18225 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,000 | |
| 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 | $10,096 | |
| FIELDS LILLIAN | ||||||||
| 52 N MILL ST | NATICOKE | PA | 18634 | NONE | N/A | COLLEGE SCHOLARSHIP | $1,095 | |
| FLEEGER MACKENZIE | ||||||||
| 276 MAHONEY RD | SWEET VALLEY | PA | 18656 | NONE | N/A | COLLEGE SCHOLARSHIP | $4,697 | |
| FLORES ADAKA | ||||||||
| 108 MARSH LANE | TUNHANNOCK | PA | 18657 | NONE | N/A | COLLEGE SCHOLARSHIP | $13,000 | APT 2 |
| FLYNN RYAN | ||||||||
| 104 RICHARD RD | CLARKS SUMMIT | PA | 18411 | NONE | N/A | COLLEGE SCHOLARSHIP | $13,924 | |
| FRANKEVICH JOSHUA | ||||||||
| 657 BODLE RD | WYOMING | PA | 18644 | NONE | N/A | COLLEGE SCHOLARSHIP | $2,500 | |
| FUREY JENNA | ||||||||
| 303 WARD ST | DUNMORE | PA | 18512 | NONE | N/A | COLLEGE SCHOLARSHIP | $15,266 | |
| GAY CURTIS | ||||||||
| 826 HUNTER HWY | TUNKHANNOCK | PA | 18657 | NONE | N/A | COLLEGE SCHOLARSHIP | $17,500 | |
| GIL JAMARY | ||||||||
| 2 GRAND ST | SCRANTON | PA | 18505 | NONE | N/A | COLLEGE SCHOLARSHIP | $12,090 | |
| HILSON KATIE | ||||||||
| 257 KEOKEE CHAPEL LANE | CRESCO | PA | 18326 | NONE | N/A | COLLEGE SCHOLARSHIP | $844 | |
| IVES LUCY | ||||||||
| 5919 SR 3001 | MESHOPPEN | PA | 18630 | NONE | N/A | COLLEGE SCHOLARSHIP | $16,988 | |
| JACKSON CORY | ||||||||
| 227 5TH ST | OLYPHANT | PA | 18447 | NONE | N/A | COLLEGE SCHOLARSHIP | $7,500 | |
| KANE ANNA | ||||||||
| 163 STAPLETON ESTATES | FACTORYVILLE | PA | 18419 | NONE | N/A | COLLEGE SCHOLARSHIP | $3,000 | |
| KINBACK AMANDA | ||||||||
| 18 DONNA DR | FACTORYVILLE | PA | 18419 | NONE | N/A | COLLEGE SCHOLARSHIP | $6,000 | |
| KISBAUGH KAYLEE | ||||||||
| 246 OLD TAVERN RD | HUNLOCK CREEK | PA | 18621 | NONE | N/A | COLLEGE SCHOLARSHIP | $2,849 | |
| KOWALCHIK KALEI | ||||||||
| 915 WARD ST | JESSUP | PA | 18434 | NONE | N/A | COLLEGE SCHOLARSHIP | $935 | |
| 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 | $1,469 | |
| LEE MATTHEW | ||||||||
| 14 SUSQUEHANNA AVE | TUNKHANNOCK | PA | 18657 | NONE | N/A | COLLEGE SCHOLARSHIP | $3,750 | |
| MACHELL MACKENZIE | ||||||||
| 109 FERN WAY | CLARKS SUMMIT | PA | 18411 | NONE | N/A | COLLEGE SCHOLARSHIP | $2,545 | |
| MCALEER CATHERINE | ||||||||
| 422 DOUGHERTY RD | MESHOPPEN | PA | 18630 | NONE | N/A | COLLEGE SCHOLARSHIP | $6,298 | |
| MCDONNELL JACOB | ||||||||
| 50 SCOTT ST | KINGSTON | PA | 18704 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,000 | |
| MCDONOUGH KAYLA | ||||||||
| 36 GARFIELD AVE | CARBONDALE | PA | 18407 | NONE | N/A | COLLEGE SCHOLARSHIP | $13,081 | |
| MCGEEHAN MACKENZIE | ||||||||
| 133 N RIVER ST | WILKES BARRE | PA | 18711 | NONE | N/A | COLLEGE SCHOLARSHIP | $6,000 | |
| MORRIS SARA | ||||||||
| 88 SIMPSON ST | WILKES BARRE | PA | 18702 | NONE | N/A | COLLEGE SCHOLARSHIP | $7,500 | |
| MURRAY JAMIE | ||||||||
| 58 COMSTOCK RD | TUNKHANNOCK | PA | 18657 | NONE | N/A | COLLEGE SCHOLARSHIP | $8,711 | |
| MUSE RICHARD | ||||||||
| 7 HIGHFIELD CIRCLE | SUGARLOAF | PA | 18249 | NONE | N/A | COLLEGE SCHOLARSHIP | $11,000 | |
| MUSKEY TYLER | ||||||||
| 801 SPRING ST | MOOSIC | PA | 18507 | NONE | N/A | COLLEGE SCHOLARSHIP | $2,500 | |
| 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 | $3,250 | |
| PASTERNAK KAITLIN | ||||||||
| 3 SHORED DRIVE | TUNKHANNOCK | PA | 18657 | NONE | N/A | COLLEGE SCHOLARSHIP | $6,000 | |
| PEOPLES MADISYN | ||||||||
| 2051 N OVERBROOK RD | FACTORYVILLE | PA | 18419 | NONE | N/A | COLLEGE SCHOLARSHIP | $6,000 | |
| 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 | $3,781 | |
| PUGLIESE NICHOLAS | ||||||||
| 26 BIRKETT ST | CARBONDALE | PA | 18407 | NONE | N/A | COLLEGE SCHOLARSHIP | $8,218 | |
| REYAN RIERDAN | ||||||||
| 1730 WILLIAMS ROAD | FRIENDSVILLE | PA | 18818 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,091 | |
| RICHART NATALIA | ||||||||
| 137 OLD RIVE RD | WILKES BARRE | PA | 18702 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,000 | |
| RIVERA NADIYAH | ||||||||
| 610 E ELM ST | SCRANTON | PA | 18505 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,000 | |
| 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 | $5,000 | |
| SCHMECKENBECHER OLIVIA | ||||||||
| 23 MORIO DR | TUNKHANNOCK | PA | 18657 | NONE | N/A | COLLEGE SCHOLARSHIP | $11,000 | |
| 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 | $4,950 | |
| SMITH KAILYN | ||||||||
| 36 PHILADELPHIA AVE | TUNKHANNOCK | PA | 18657 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,000 | |
| SMITH KYLIE | ||||||||
| 2620 SR 3013 | SPRINGVILLE | PA | 18844 | NONE | N/A | COLLEGE SCHOLARSHIP | $6,124 | |
| STEVENS EMILY | ||||||||
| 1405 BUTTON RD | SPRINGVILLE | PA | 18844 | NONE | N/A | COLLEGE SCHOLARSHIP | $12,000 | |
| STUENZI MONICA | ||||||||
| 343 W MAIN ST | DALTON | PA | 18414 | NONE | N/A | COLLEGE SCHOLARSHIP | $7,860 | |
| SUAREZ SANTIAGO | ||||||||
| 542 E 10TH ST | BERWICK | PA | 18603 | NONE | N/A | COLLEGE SCHOLARSHIP | $14,000 | |
| TERRINONI MARIA | ||||||||
| 115 CLARK ST | CLARKS GREEN | PA | 18411 | NONE | N/A | COLLEGE SCHOLARSHIP | $3,400 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $616,805 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $126,271 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $147,433 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $206,886 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,432 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $194,561 | ExclusionAmt |
| Related Or Exempt Function Incm | $12,988 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REIMBURSEMENT | Desc |
| Related Or Exempt Function Incm | $11,635 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $675,158 | ExclusionAmt |
| Related Or Exempt Function Incm | $26,055 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $701,213 | 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 | $5,350 | Amt |
| Net Investment Income | $2,675 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,675 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (198 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 | $201,603 | S/L | 27.5000 | $20,245 | $20,245 |
| LAND IMPROVEMENTS-CARRYOVER BASIS | 2010-01-01 | $50,017 | $33,773 | 150DB | 15.0000 | $2,954 | $2,954 |
| 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 | ||
| NEW CARPET | 2012-04-30 | $256 | $256 | 200DB | 5.0000 | ||
| NEW CARPET | 2012-05-31 | $256 | $256 | 200DB | 5.0000 | ||
| REFRIGERATOR | 2012-05-31 | $265 | $265 | 200DB | 5.0000 | ||
| DEHUMIDIFIER | 2012-06-30 | $79 | $79 | 200DB | 5.0000 | ||
| WATER HEATER | 2012-06-30 | $150 | $150 | 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 | $521 | 200DB | 5.0000 | $15 | $15 |
| NEW CABINET DRAWERS | 2015-05-31 | $56 | $54 | 200DB | 5.0000 | $2 | $2 |
| NEW CARPET | 2015-07-31 | $708 | $687 | 200DB | 5.0000 | $21 | $21 |
| NEW REFRIGERATOR | 2015-08-31 | $310 | $301 | 200DB | 5.0000 | $9 | $9 |
| PARKING LOT SEALING | 2015-10-31 | $1,845 | $1,270 | 150DB | 15.0000 | $58 | $58 |
| CARPET | 2015-11-30 | $268 | $260 | 200DB | 5.0000 | $8 | $8 |
| CARPET | 2015-12-31 | $401 | $389 | 200DB | 5.0000 | $12 | $12 |
| WASHER & DRYER | 2016-05-09 | $374 | $342 | 200DB | 5.0000 | $21 | $21 |
| WATER HEATER | 2016-05-09 | $883 | $806 | 200DB | 5.0000 | $51 | $51 |
| CARPET CLEANER | 2016-08-03 | $105 | $96 | 200DB | 5.0000 | $6 | $6 |
| CARPET | 2016-12-08 | $354 | $323 | 200DB | 5.0000 | $21 | $21 |
| DRIVEWAY SEALING | 2016-05-25 | $3,073 | $2,009 | 150DB | 15.0000 | $106 | $106 |
| CARPET | 2017-01-12 | $391 | $346 | 200DB | 5.0000 | $21 | $21 |
| TRIMMER | 2017-06-14 | $241 | $208 | 200DB | 5.0000 | $14 | $14 |
| CARPET | 2017-07-08 | $495 | $419 | 200DB | 5.0000 | $30 | $30 |
| 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 | 200DB | 5.0000 | $122 | $122 | |
| CARPET & FLOORING | 2020-07-10 | $421 | 200DB | 5.0000 | $63 | $63 | |
| HOT WATER HEATER | 2020-12-22 | $816 | 200DB | 5.0000 | $41 | $41 | |
| LAND-BASIS FROM ESTATE | 2010-01-01 | $9,100 | |||||
| BUILDING-BASIS FROM ESTATE | 2010-01-01 | $106,139 | $38,436 | S/L | 27.5000 | $3,859 | $3,859 |
| FURNISHINGS | 2010-06-15 | $244 | $244 | 200DB | 5.0000 | ||
| TUB SURROUNDING | 2017-03-30 | $616 | $544 | 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 | $37,563 | S/L | 27.5000 | $3,771 | $3,771 |
| IMPROVEMENTS | 2011-06-15 | $2,383 | $740 | S/L | 27.5000 | $87 | $87 |
| NEW WASHER (10 PA AVE) | 2015-01-05 | $450 | $437 | 200DB | 5.0000 | $13 | $13 |
| USED REFRIGERATOR (12 PA AVE) | 2015-07-15 | $400 | $377 | 200DB | 5.0000 | $23 | $23 |
| OAK FLOORING (12 PA AVE) | 2015-07-28 | $281 | $183 | S/L | 15.0000 | $9 | $9 |
| FLOORING (10 PA AVE) | 2016-04-05 | $432 | $266 | S/L | 15.0000 | $15 | $15 |
| LAND-BASIS FROM ESTATE | 2010-01-01 | $7,700 | |||||
| BUILDING-BASIS FROM ESTATE | 2010-01-01 | $78,102 | $28,283 | S/L | 27.5000 | $2,840 | $2,840 |
| IMPROVEMENTS | 2010-12-01 | $655 | $216 | S/L | 27.5000 | $23 | $23 |
| FURNISHINGS | 2010-10-26 | $1,125 | $1,125 | 200DB | 5.0000 | ||
| NEW SINK, FAUCET (220 MALLERY) | 2015-12-15 | $399 | $387 | 200DB | 5.0000 | $12 | $12 |
| WATER HEATER (220) | 2016-07-20 | $719 | $657 | 200DB | 5.0000 | $42 | $42 |
| PORCH REPAIRS (220) | 2016-06-13 | $381 | $235 | S/L | 15.0000 | $13 | $13 |
| STOVE (222) | 2017-01-14 | $551 | $487 | 200DB | 5.0000 | $30 | $30 |
| REBUILD PORCH (220) | 2017-04-03 | $800 | $470 | S/L | 15.0000 | $27 | $27 |
| 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 | S/L | 15.0000 | $28 | $28 | |
| LAND @ FMV 1/1/10 | 2010-01-01 | $4,400 | |||||
| BUILDING @ FMV 1/1/10 | 2010-01-01 | $105,600 | $38,240 | S/L | 27.5000 | $3,840 | $3,840 |
| IMPROVEMENTS | 2010-11-02 | $248 | $82 | S/L | 27.5000 | $9 | $9 |
| IMPROVEMENTS | 2011-06-15 | $179 | $56 | S/L | 27.5000 | $7 | $7 |
| 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 | $165 | 200DB | 5.0000 | $10 | $10 |
| WATER HEATER | 2016-12-19 | $507 | $464 | 200DB | 5.0000 | $29 | $29 |
| WATER HEATER | 2019-01-24 | $1,025 | $1,025 | 200DB | 5.0000 | ||
| LAND @ FMV 1/1/10 | 2010-01-01 | $8,080 | |||||
| BUILDING @ FMV 1/1/10 | 2010-01-01 | $92,920 | $33,648 | S/L | 27.5000 | $3,379 | $3,379 |
| IMPROVEMENTS | 2010-12-15 | $10,268 | $3,376 | S/L | 27.5000 | $373 | $373 |
| IMPROVEMENTS | 2011-06-15 | $929 | $288 | S/L | 27.5000 | $34 | $34 |
| FURNISHINGS | 2011-06-15 | $1,971 | $1,971 | 200DB | 5.0000 | ||
| FURNACE | 2014-03-13 | $4,639 | $977 | S/L | 27.5000 | $169 | $169 |
| BUILDING IMPROVEMENTS | 2014-11-26 | $6,445 | $4,404 | S/L | 15.0000 | $215 | $215 |
| NEW REFRIGERATOR | 2015-08-31 | $450 | $437 | 200DB | 5.0000 | $13 | $13 |
| NEW CARPET | 2015-09-30 | $2,100 | $2,040 | 200DB | 5.0000 | $60 | $60 |
| SEWER LINE | 2016-05-25 | $591 | $365 | S/L | 15.0000 | $19 | $19 |
| WATER HEATER | 2016-12-15 | $280 | $256 | 200DB | 5.0000 | $16 | $16 |
| WINDOWS (228) | 2017-09-04 | $197 | $114 | S/L | 15.0000 | $6 | $6 |
| 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 | $23,715 | S/L | 27.5000 | $2,381 | $2,381 |
| 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 | $746 | S/L | 15.0000 | $37 | $37 |
| 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 | $51,278 | S/L | 39.0000 | $5,149 | $5,149 |
| IMPROVEMENTS-BARRACKS | 2010-10-15 | $3,032 | $716 | S/L | 39.0000 | $78 | $78 |
| HEAT PUMP | 2010-03-01 | $7,900 | $1,983 | S/L | 39.0000 | $203 | $203 |
| IMPROVEMENTS-BARRACKS | 2011-06-15 | $1,711 | $375 | 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 | $328 | S/L | 39.0000 | $52 | $52 |
| PARKING LOT PAVING | 2013-05-31 | $32,000 | $15,939 | 150DB | 15.0000 | $1,889 | $1,889 |
| HVAC | 2014-07-30 | $5,185 | $726 | S/L | 39.0000 | $133 | $133 |
| IMPROVEMENTS | 2016-06-26 | $1,145 | $706 | 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 | $124,329 | S/L | 39.0000 | $12,485 | $12,485 |
| IMPROVEMENTS-BARRACKS | 2011-06-15 | $22,681 | $4,967 | S/L | 39.0000 | $582 | $582 |
| NEW HEATING UNIT | 2012-02-29 | $16,880 | $4,834 | S/L | 27.5000 | $614 | $614 |
| RANGE | 2013-09-04 | $480 | $480 | 200DB | 5.0000 | ||
| NEW WATER TREATMENT SYSTEM | 2015-06-29 | $2,942 | $1,912 | S/L | 15.0000 | $98 | $98 |
| PARKING LOT SEALING | 2015-10-20 | $4,943 | $3,403 | 150DB | 15.0000 | $154 | $154 |
| REFRIGERATOR | 2016-08-25 | $505 | $461 | 200DB | 5.0000 | $29 | $29 |
| FLOORING | 2016-01-14 | $335 | $207 | S/L | 15.0000 | $11 | $11 |
| BULLET PROOF GLASS | 2016-01-26 | $2,335 | $1,440 | S/L | 15.0000 | $78 | $78 |
| FLOORING | 2016-04-20 | $2,021 | $1,247 | S/L | 15.0000 | $67 | $67 |
| IMPROVEMENTS | 2016-04-28 | $1,569 | $967 | S/L | 15.0000 | $53 | $53 |
| IMPROVEMENTS | 2016-05-23 | $3,768 | $2,324 | S/L | 15.0000 | $125 | $125 |
| 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 | ||
| LAND-BASIS FROM ESTATE | 2010-01-01 | $20,800 | |||||
| BUILDING-BASIS FROM ESTATE | 2010-01-01 | $116,023 | $42,014 | 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 | $71,960 | S/L | 39.0000 | $7,226 | $7,226 |
| IMPROVEMENTS-BARRACKS | 2010-09-30 | $3,909 | $931 | 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 | $372 | S/L | 39.0000 | $57 | $57 |
| HVAC | 2014-07-09 | $4,385 | $2,499 | S/L | 39.0000 | $56 | $56 |
| 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 | $4,841 | 150DB | 15.0000 | $199 | $199 |
| RESTRIPPING LOT | 2016-04-28 | $550 | $360 | 150DB | 15.0000 | $19 | $19 |
| 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 | $84,040 | S/L | 39.0000 | $8,440 | $8,440 |
| LAND IMPROVEMENTS | 2010-01-01 | $5,185 | $3,501 | 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 | $259 | S/L | 39.0000 | $53 | $53 |
| NEW BASEBOARD HEAT | 2015-03-05 | $1,380 | $170 | S/L | 39.0000 | $35 | $35 |
| NEW CONCRETE POSTS | 2015-06-29 | $161 | $105 | S/L | 15.0000 | $5 | $5 |
| HEATERS | 2016-12-29 | $126 | $115 | 200DB | 5.0000 | $7 | $7 |
| RESTRIPPING LOT | 2016-05-31 | $350 | $229 | 150DB | 15.0000 | $12 | $12 |
| STEEL DOOR | 2018-05-23 | $985 | $41 | S/L | 39.0000 | $25 | $25 |
| 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 | $42,096 | S/L | 27.5000 | $4,227 | $4,227 |
| PARKING LOT SEALING | 2020-12-01 | $5,400 | 150DB | 15.0000 | $68 | $68 | |
| DEHUMIDIFIER | 2020-09-09 | $313 | 200DB | 5.0000 | $47 | $47 | |
| LAND - BASIS FROM ESTATE | 2010-01-01 | $7,800 | |||||
| GARAGE | 2010-01-01 | $5,310 | $1,356 | S/L | 39.0000 | $136 | $136 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (23 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | BasisBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Gross Sales PriceGrossSalesPriceAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|---|
| NEW CARPET | 2012-04 | PURCHASE | 2020-02 | $256 | $256 | ||
| NEW CARPET | 2012-05 | PURCHASE | 2020-07 | $256 | $256 | ||
| WATER HEATER | 2012-06 | PURCHASE | 2020-12 | $150 | $150 | ||
| SEE ATTACHMENT D-1 | PURCHASE | $959,396 | $826,817 | -$132,579 | |||
| SEE ATTACHMENT D-1 | PURCHASE | $250,002 | $250,000 | -$2 | |||
| SEE ATTACHMENT D-1 | PURCHASE | $65,000 | $65,501 | $501 | |||
| SEE ATTACHMENT D-1 | PURCHASE | $29,157 | $29,157 | ||||
| SEE ATTACHMENT D-2 | PURCHASE | $49,063 | $58,862 | $9,799 | |||
| SEE ATTACHMENT D-2 | PURCHASE | $23,136 | $19,506 | -$3,630 | |||
| SEE ATTACHMENT D-2 | PURCHASE | $18 | $18 | ||||
| SEE ATTACHMENT D-3 | PURCHASE | $23,195 | $18,875 | -$4,320 | |||
| SEE ATTACHMENT D-3 | PURCHASE | $101,486 | $89,498 | -$11,988 | |||
| SEE ATTACHMENT D-3 | PURCHASE | $218 | $218 | ||||
| SEE ATTACHMENT D-4 | PURCHASE | $512,445 | $497,282 | -$15,163 | |||
| SEE ATTACHMENT D-4 | PURCHASE | $318,977 | $312,361 | -$6,616 | |||
| SEE ATTACHMENT D-4 | PURCHASE | $429,437 | $623,701 | $194,264 | |||
| SEE ATTACHMENT D-4 | PURCHASE | $124 | $124 | ||||
| SEE ATTACHMENT D-5 | PURCHASE | $102,673 | $102,665 | -$8 | |||
| SEE ATTACHMENT D-6 | PURCHASE | $117,589 | $63,915 | -$53,674 | |||
| SEE ATTACHMENT D-6 | PURCHASE | $391,582 | $419,733 | $28,151 | |||
| SEE ATTACHMENT D-7 | PURCHASE | $220,340 | $221,319 | $979 | |||
| SEE ATTACHMENT D-8 | PURCHASE | $398,850 | $427,414 | $28,564 | |||
| SEE ATTACHMENT D-8 | PURCHASE | $192,694 | $365,071 | $172,377 |
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 | $4,183,932 | $4,183,932 |
| WELLS FARGO 1848 | $561,696 | $561,696 |
| WELLS FARGO 0483 | $413,428 | $413,428 |
| WELLS FARGO 9405 | $1,498,276 | $1,498,276 |
| WELLS FARGO 3420 | $199,709 | $199,709 |
| WELLS FARGO 8632 | $2,067,933 | $2,067,933 |
| WELLS FARGO 5497 | $811,452 | $811,452 |
| WELLS FARGO 7578 | $1,401,901 | $1,401,901 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| IGM 2005-2 | $260 | $260 |
| IGM 2005-1 | $74 | $74 |
| IGM 2006-1 | $31 | $31 |
| IGM 2006-2 | $24 | $24 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| BUILDING | $2,756,237 | $946,108 | $1,810,129 | $2,756,237 |
| LAND IMPROVEMENTS | $139,995 | $100,992 | $39,003 | $139,995 |
| EQUIPMENT & FURNISHINGS | $121,511 | $109,959 | $11,552 | $121,511 |
| 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 | $19,537 | BOYBookValueAmt |
| EOY Book Value | $18,504 | EOYBookValueAmt |
| EOYFMV | $18,504 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL INCOME TAX PAYMENTS | Desc |
| Amt | $32,769 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (79 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SUSQUEHANNA APARTMENTS | |||
| INSURANCE | $12,804 | $12,804 | |
| TRASH COLLECTION | $7,407 | $7,407 | |
| REPAIRS & MAINTENANCE | $6,529 | $6,529 | |
| VEHICLE EXPENSE | $888 | $888 | |
| GROUND MAINTENANCE | $839 | $839 | |
| OFFICE EXPENSE | $773 | $773 | |
| SNOW REMOVAL | $760 | $760 | |
| PEST CONTROL | $617 | $617 | |
| SYSTEM TESTING | $445 | $445 | |
| TENANT FUNCTIONS | $310 | $310 | |
| DUES & DONATION | $132 | $132 | |
| 53WYOMINGAVE &55 W HARRISON | |||
| INSURANCE | $1,182 | $1,182 | |
| REPAIRS & MAINTENANCE | $607 | $607 | |
| OFFICE EXPENSE | $15 | $15 | |
| 10-12 PA AVE,TUNKHANNOCK PA | |||
| INSURANCE | $983 | $983 | |
| REPAIRS & MAINTENANCE | $868 | $868 | |
| 220-222 NEW MALLERY PL, WB | |||
| INSURANCE | $1,605 | $1,605 | |
| REPAIRS & MAINTENANCE | $184 | $184 | |
| RECYCLING FEES | $100 | $100 | |
| PEST CONTROL | $97 | $97 | |
| LEVEE FEE | $63 | $63 | |
| 224 NEW MALLERY PL, WB | |||
| INSURANCE | $2,027 | $2,027 | |
| REPAIRS & MAINTENANCE | $564 | $564 | |
| PEST CONTROL | $480 | $480 | |
| RECYCLING FEES | $200 | $200 | |
| LEVEE FEE | $127 | $127 | |
| 228-230 NEW MALLERY PL WB | |||
| INSURANCE | $2,027 | $2,027 | |
| REPAIRS & MAINTENANCE | $519 | $519 | |
| PEST CONTROL | $480 | $480 | |
| RECYCLING FEES | $200 | $200 | |
| LEVEE FEE | $63 | $63 | |
| 35 SECOND STREET, TUNK PA | |||
| REPAIRS & MAINTENANCE | $3,990 | $3,990 | |
| GROUND MAINTENANCE | $3,095 | $3,095 | |
| INSURANCE | $686 | $686 | |
| 1745 VALLEY RD, MANSFIELD | |||
| INSURANCE | $2,933 | $2,933 | |
| GROUND MAINTENANCE | $2,150 | $2,150 | |
| REPAIRS & MAINTENANCE | $913 | $913 | |
| 872 SALEM BLVD,SHICKSHINNY | |||
| REPAIRS & MAINTENANCE | $10,177 | $10,177 | |
| INSURANCE | $3,114 | $3,114 | |
| PEST CONTROL | $572 | $572 | |
| 22 SPRUCE STREET, TUNK PA | |||
| INSURANCE | $661 | $661 | |
| PEST CONTROL | $32 | $32 | |
| RR1 ROUTE 6&PA 220N TOWANDA | |||
| INSURANCE | $3,226 | $3,226 | |
| REPAIRS & MAINTENANCE | $1,598 | $1,598 | |
| GROUND MAINTENANCE | $1,000 | $1,000 | |
| PEST CONTROL | $576 | $576 | |
| SYSTEM TESTING | $103 | $103 | |
| WATER TESTING | $35 | $35 | |
| 915 ROUTE 6, TUNKHANNOCK PA | |||
| REPAIRS & MAINTENANCE | $5,266 | $5,266 | |
| INSURANCE | $3,046 | $3,046 | |
| MAT RENTAL | $770 | $770 | |
| PEST CONTROL | $516 | $516 | |
| WATER TESTING | $210 | $210 | |
| 119 WARREN ST TUNKHANNOCK | |||
| INSURANCE | $836 | $836 | |
| PEST CONTROL | $352 | $352 | |
| GROUND MAINTENANCE | $34 | $34 | |
| REPAIRS & MAINTENANCE | $15 | $15 | |
| 35 WYOMING AVE | |||
| GROUND MAINTENANCE | $2,193 | $2,193 | |
| INSURANCE | $43 | $43 | |
| EXPENSES | |||
| WELLS FARGO FEES | $59,451 | $59,451 | |
| OFFICE EXPENSE | $3,717 | $1,859 | $1,858 |
| SERVICE CHARGES/FEES - STOCK | $2,054 | $2,054 | |
| INSURANCE | $730 | $730 | |
| BANK SERVICE CHARGE | $164 | $164 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| IGM INCOME | $7 | $7 |
| ROYALTY INCOME | $1,432 | $1,432 |
| REIMBURSEMENT | $11,635 | $11,635 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED APPRECIATION OF MARKET SECURITIES | $444,483 |
| NON REPORTED GAIN | $7,247 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| SECURITY DEPOSITS | $10,220 | $10,925 |
| PAYROLL TAXES | $320 | $2,386 |
| ACCRUED INSURANCE REFUND | $7,522 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SUSQUEHANNA APARTMENTS | CategoryTxt |
| Amt | $36,796 | Amt |
| Net Investment Income | $36,796 | NetInvestmentIncomeAmt |