WALTER L SCHAUTZ FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- WALTER L SCHAUTZ FOUNDATION (EIN 24-6018362)
- Tax period
- 2020-02-01 to 2021-01-31
- Filed
- 2021-05-06
- IRS object ID
- 202141269349101919
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-06T13:19:40-05:00 | ReturnTs |
| Tax Period End | 2021-01-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232535812 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SNYDER & CLEMENTE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 575 PIERCE STREET SUITE 400 | AddressLine1Txt |
| City | KINGSTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18704 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-02-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 246018362 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WALTER L SCHAUTZ FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WALT | BusinessNameControlTxt |
| Phone | 5703441174 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 EAST GROVE STREET | AddressLine1Txt |
| City | SCRANTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18510 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WALTER SCHAUTZ | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5703441174 | PhoneNum |
| Signature | 2021-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WALTER | PersonFirstNm |
| Person Last | SCHAUTZ | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID P RUDIS CPA | PreparerPersonNm |
| PTIN | P01201089 | PTIN |
| Phone | 5702886464 | PhoneNum |
| Preparation | 2021-05-04 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $8,850,056 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $50,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $17 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $17 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $224,231 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $224,231 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $127,913 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,225,619 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $127,913 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $402,161 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $352,161 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,625 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,625 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $15,525 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $16,664 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,332 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,332 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $35,439 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,957 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,957 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $401,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $401,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $437,239 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,957 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $411,757 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$35,078 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $342,204 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $18,962 | CashBOYAmt |
| Cash EOY | $4,378 | CashEOYAmt |
| Cash EOYFMV | $4,378 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,729 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,486 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,486 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,841,920 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,821,669 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,840,192 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,866,611 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,831,533 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,850,056 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,866,611 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,831,533 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,866,611 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,831,533 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,866,611 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,831,533 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,866,611 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$35,078 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,831,533 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,831,533 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (38 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 1000 SHS AT&T INC | 2017-10-16 | 2020-06-16 | $30,684 | $36,100 | -$5,416 | -$5,416 |
| 100 SHS CHEVRON TEXACO | 2009-03-31 | 2020-03-09 | $8,542 | $6,855 | $1,687 | $1,687 |
| 500 SHS PPL CORP | 2012-05-03 | 2020-06-16 | $13,700 | $13,063 | $637 | $637 |
| 500 SHS PPL CORP | 2016-09-30 | 2020-06-16 | $13,700 | $17,250 | -$3,550 | -$3,550 |
| 1000 SHS PPL CORP | 2016-11-17 | 2020-06-16 | $27,399 | $32,880 | -$5,481 | -$5,481 |
| 500 SHS ROYAL DUTCH SHELL | 2009-12-22 | 2020-06-16 | $16,615 | $29,197 | -$12,582 | -$12,582 |
| 1000 SHS ROYAL DUTCH SHELL | 2010-05-13 | 2020-06-16 | $33,230 | $54,276 | -$21,046 | -$21,046 |
| 330 SHS ROYAL DUTCH SHELL | 2013-07-19 | 2020-06-16 | $10,966 | $23,591 | -$12,625 | -$12,625 |
| 500 SHS WELLS FARGO | 2016-09-30 | 2020-10-29 | $10,536 | $22,275 | -$11,739 | -$11,739 |
| 500 SHS WELLS FARGO | 2016-11-17 | 2020-10-29 | $10,536 | $26,255 | -$15,719 | -$15,719 |
| 1000 SHS WEYERHAQEUSER CO | 2016-11-17 | 2020-06-15 | $21,923 | $30,115 | -$8,192 | -$8,192 |
| 500 SHS EXXON MOBIL | 2019-09-24 | 2020-05-11 | $22,753 | $35,813 | -$13,060 | -$13,060 |
| 1000 SHS VALERO ENERGY | 2019-09-20 | 2020-05-14 | $58,638 | $83,402 | -$24,764 | -$24,764 |
| 3400 SHS APPLE INC | 2011-03-18 | 2020-12-31 | $447,296 | $40,392 | $406,904 | $406,904 |
| 1000 SHS AT&T INC | 2018-04-17 | 2020-05-14 | $28,266 | $35,649 | -$7,383 | -$7,383 |
| 1000 SHS AT&T INC | 2015-07-16 | 2020-05-14 | $28,266 | $35,210 | -$6,944 | -$6,944 |
| 1000 SHS AT&T INC | 2015-07-16 | 2020-05-14 | $28,266 | $35,185 | -$6,919 | -$6,919 |
| 545 SHS AT&T INC | 2016-05-03 | 2020-05-14 | $15,405 | $21,284 | -$5,879 | -$5,879 |
| 215 SHS BERKSHIRE HATHAWAY | 2019-04-26 | 2020-05-11 | $37,427 | $46,134 | -$8,707 | -$8,707 |
| 300 SHS EXXON MOBIL | 2016-08-17 | 2020-05-08 | $13,723 | $26,549 | -$12,826 | -$12,826 |
| 500 SHS EXXON MOBIL | 2018-04-17 | 2020-05-11 | $22,753 | $39,341 | -$16,588 | -$16,588 |
| 175 SHS EXXON MOBIL | 2016-08-17 | 2020-05-11 | $7,964 | $15,487 | -$7,523 | -$7,523 |
| 100 SHS EXXON MOBIL | 2017-06-23 | 2020-05-11 | $4,551 | $8,200 | -$3,649 | -$3,649 |
| 1075 SHS HEALTHPEAK | 2013-07-23 | 2020-05-14 | $23,619 | $42,473 | -$18,854 | -$18,854 |
| 800 SHS HEALTHPEAK | 2012-08-03 | 2020-05-14 | $17,577 | $31,466 | -$13,889 | -$13,889 |
| 260 SHS HEALTHPEAK | 2014-01-22 | 2020-05-14 | $5,713 | $8,230 | -$2,517 | -$2,517 |
| 200 SHS HEALTHPEAK | 2013-08-30 | 2020-05-14 | $4,394 | $6,792 | -$2,398 | -$2,398 |
| 1000 SHS KELLOGG CO | 2019-09-20 | 2020-12-31 | $61,328 | $64,053 | -$2,725 | -$2,725 |
| 335 SHS WELLTOWER | 2014-12-03 | 2020-05-14 | $13,412 | $25,100 | -$11,688 | -$11,688 |
| 600 SHS WELLTOWER | 2012-08-03 | 2020-05-14 | $24,022 | $34,942 | -$10,920 | -$10,920 |
| 510 SHS WELLTOWER | 2012-08-29 | 2020-05-14 | $20,419 | $28,374 | -$7,955 | -$7,955 |
| 300 SHS WELLTOWER | 2013-07-25 | 2020-05-14 | $12,011 | $19,237 | -$7,226 | -$7,226 |
| 700 SHS EXXON MOBIL | 2001-07-18 | 2020-05-08 | $32,021 | $4,958 | $27,063 | $27,063 |
| 2000 SHS HEALTHPEAK | 2010-10-15 | 2020-05-14 | $43,943 | $65,900 | -$21,957 | -$21,957 |
| PARTIAL SHS VIATRIS INC | 2009-01-16 | 2020-11-23 | $13 | $5 | $8 | $8 |
| 300 SHS WELLTOWER | 2007-04-04 | 2020-05-11 | $12,599 | $11,822 | $777 | $777 |
| 700 SHS WELLTOWER | 2007-04-26 | 2020-05-11 | $29,398 | $27,896 | $1,502 | $1,502 |
| 300 SHS WELLTOWER | 2007-04-26 | 2020-05-14 | $12,011 | $11,955 | $56 | $56 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $127,913 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,757 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,757 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,757 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $10,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,243 | OverpaymentAmt |
| Applied To ES Tax | $5,243 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DEBORAH RABAN | IndividualWithBooksNm |
| Phone | 7173441174 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 EAST GROVE STREET | AddressLine1Txt |
| City | SCRANTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18510 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| WALTER SCHAUTZ | ||||||||
| 150 EAST GROVE STREET | SCRANTON | PA | 18510 | PRESIDENT/TREASURER | 0.00 | $0 | $0 | $0 |
| DEBORAH RABAN | ||||||||
| 150 EAST GROVE STREET | SCRANTON | PA | 18510 | SECRETARY | 0.00 | $0 | $0 | $0 |
| JAMES REID | ||||||||
| 150 EAST GROVE STREET | SCRANTON | PA | 18510 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,141,745 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $48,672 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,190,417 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,190,417 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $122,856 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,067,561 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $403,378 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $403,378 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,757 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,757 | TotalTaxAmt |
| Distributable Before Adj | $398,621 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $398,621 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $398,621 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $411,757 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $411,757 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $411,757 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $398,621 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $26,231 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $248,789 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $15,976 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $9,461 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $300,457 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $411,757 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $398,621 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $13,136 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $313,593 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $313,593 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $26,231 | ExcessFromYear4Amt |
| Excess From Year3 | $248,789 | ExcessFromYear3Amt |
| Excess From Year2 | $15,976 | ExcessFromYear2Amt |
| Excess From Year1 | $9,461 | ExcessFromYear1Amt |
| Excess From Current Year | $13,136 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WALTER L SCHAUTZ | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 EAST GROVE STREET | AddressLine1Txt |
| City | SCRANTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18510 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5703441174 | RecipientPhoneNum |
| Form And Info And Materials | ORGANIZATION SUBMITTING APPLICATIONS FOR CONTRIBUTIONS MUST ALSO SUBMIT EVIDENCE FROM THE IRS THAT IT IS A 501 (C) (3) ORGANIZATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (54 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | ||||||
| 545 JEFFERSON AVE | SCRANTON | PA | 18510 | EOF | DISASTER RELIEF | $30,000 |
| BOYS AND GIRLS CLUB OF SCRANTON | ||||||
| 609 ASH STREET | SCRANTON | PA | 18510 | EOF | AFTER SCHOOL PROGRAM, SUMMER PROGRAM | $15,000 |
| BREAD BASKET | ||||||
| 550 MADISON AVE | SCRANTON | PA | 18510 | EOF | FOOD FOR THE NEEDY | $7,000 |
| CENTURY CLUB | ||||||
| 612 JEFFERSON AVE | SCRANTON | PA | 18510 | EOF | NURSING SCHOLARSHIPS, BUILDING REPAIRS | $2,000 |
| CHILDREN'S ADVOCACY CENTER | ||||||
| 1710 MULBERRY STREET | SCRANTON | PA | 18510 | EOF | EXPENSES FOR THE CENTER | $2,000 |
| CONVENANT PRESBYTERIAN CHURCH | ||||||
| 550 MADISON AVE | SCRANTON | PA | 18510 | EOF | OPERATING EXPENSES | $3,000 |
| DOCTORS WITHOUT BORDERS | ||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | EOF | MEDICAL SUPPLIES | $1,000 |
| DRESS FOR SUCCESS | ||||||
| 300 LACKAWANNA AVE | SCRANTON | PA | 18503 | EOF | EMPOWER WOMEN BY HELPING CULTIVATE | $2,000 |
| EASTER SEALS | ||||||
| PO BOX 3241 | SCRANTON | PA | 18505 | EOF | ANNUAL CAMPAIGN | $3,000 |
| ECTMA | ||||||
| PO BOX 20019 | SCRANTON | PA | 18502 | EOF | GENERAL FUND | $500 |
| EVERHART MUSEUM | ||||||
| 1901 MULBERRY STREET | SCRANTON | PA | 18510 | EOF | CURATOR'S CIRCLE, ANNUAL FUND | $3,000 |
| FRIENDS OF THE POOR | ||||||
| 2300 ADAMS AVE | SCRANTON | PA | 18509 | EOF | FOOD FOR THE NEEDY AND GENERAL EXPENSES | $30,000 |
| FRIENDS WITH PAWS RESCUE | ||||||
| 1443 SANDERSON AVE | SCRANTON | PA | 18509 | EOF | VET CARE AND FOOD | $3,000 |
| GEISINGER HEALTH SYSTEM FOUNDATION | ||||||
| 100 N ACADEMY AVE | DANVILLE | PA | 17822 | EOF | COVID 19 RELIEF | $500 |
| GOODWILL INDUSTRIES | ||||||
| 925 PROSPECT AVE | SCRANTON | PA | 18505 | EOF | GENERAL EXPENSES | $2,000 |
| GREATER SCRANTON YMCA | ||||||
| 706 N BLAKELY STREET | DUNMORE | PA | 18512 | EOF | ANNUAL CAMPAIGN, SUMMER CAMP, AFTER SCHOOL PROGRAM | $15,000 |
| GRIFFIN POND ANIMAL SHELTER | ||||||
| 967 GRIFFIN POND ROAD | S ABINGTON TWP | PA | 18411 | EOF | VET CARE AND FOOD | $3,000 |
| HONESDALE LIONS CLUB | ||||||
| 426 MAIN STREET | HONESDALE | PA | 18431 | EOF | BONANZA BANQUET AND FUNDRAISER | $300 |
| HOSPICE OF THE SACRED HEART | ||||||
| 600 BALTIMORE DRIVE | WILKES BARRE | PA | 18702 | EOF | SUSTAIN SUPERIOR PATIENT CARE | $2,000 |
| JESSUP HOSE CO #2 | ||||||
| 333 HILL STREET | JESSUP | PA | 18434 | EOF | ANNUAL FUNDRAISER | $1,000 |
| JEWISH HOME OF EASTERN PA | ||||||
| 1101 VINE STREET | SCRANTON | PA | 18510 | EOF | SERVICE FOR THE AGING | $3,000 |
| KEYSTONE COLLEGE | ||||||
| ONE COLLEGE GREEN | LA PLUME | PA | 18440 | EOF | SCHOLARSHIP FUND | $2,500 |
| LACKAWANNA BLIND ASSOCIATION | ||||||
| 228 ADAMS AVENUE | SCRANTON | PA | 18503 | EOF | CLIENT SUPPORT SERVICES | $15,000 |
| LACKAWANNA COLLEGE | ||||||
| 501 VINE STREET | SCRANTON | PA | 18509 | EOF | LACKAWANNA COLLEGE FUND | $2,000 |
| LACKAWANNA HISTORICAL SOCIETY | ||||||
| 232 MONROE AVE | SCRANTON | PA | 18510 | EOF | BUILDING REPAIRS | $1,500 |
| LACKAWANNA PRO BONO INC | ||||||
| 321 SPRUCE STREET | SCRANTON | PA | 18510 | EOF | LEGAL FEES FOR THE POOR | $3,000 |
| LAKE ARIEL UNITED METHODIST CHURCH | ||||||
| 79 LAKELAND DRIVE | LAKE ARIEL | PA | 18436 | EOF | GENERAL EXPENSES | $500 |
| MASONIC CHARITIES OF THE RW GRAND LODGE | ||||||
| ONE MASONIC DRIVE | ELIZABETHTOWN | PA | 17022 | EOF | MASONIC CHARITIES FUND | $2,000 |
| MEALS ON WHEELS | ||||||
| 541 WYMONG AVENUE | SCRANTON | PA | 18509 | EOF | MEALS FOR THE NEEDY | $21,000 |
| NATIVITY MIGUEL SCHOOL | ||||||
| 1 KNOX ROAD | SCRANTON | PA | 18505 | EOF | EDUCATION FOR LOW INCOME CHILDREN | $5,000 |
| NORTHEAST REGIONAL CANCER | ||||||
| 334 JEFFERSON AVE | SCRANTON | PA | 18510 | EOF | SCREENING | $2,000 |
| OUTREACH CENTER FOR COMMUNITY RESOURCES | ||||||
| 431 N 7TH AVE | SCRANTON | PA | 18503 | EOF | LEAD PROGRAM | $2,000 |
| PENN STATE UNIVERSITY SCRANTON CAMPUS | ||||||
| 120 RIDGE VIEW DRIVE | DUNMORE | PA | 18512 | EOF | SCHOLARSHIP FUND, STUDENT HARDSHIP FUND | $5,000 |
| RONALD MCDONALD HOUSE | ||||||
| 332 WHEELER AVENUE | SCRANTON | PA | 18510 | EOF | OPERATION AND CORE PROGRAMS | $2,000 |
| SALVATION ARMY OF SCRANTON | ||||||
| 500 S WASHINGTON AVENUE | SCRANTON | PA | 18505 | EOF | SCRANTON SOCIAL SERVICES | $25,000 |
| SCRANTON LACKAWANNA HUMAN DEVELOPMENT AGENCY | ||||||
| 321 SPRUCE STREET | SCRANTON | PA | 18503 | EOF | WEATHERIZATION PROGRAM AND WINTER COATS | $4,000 |
| SERVING SENIORS INC | ||||||
| 538 SPRUCE STREET SUITE 408 | SCRANTON | PA | 18503 | EOF | COMMUNITY TRANSPORT PROGRAM | $2,000 |
| SHRINERS HOSPITAL FOR CHILDREN | ||||||
| 2425 STOCKTON BLVD | SACRAMENTO | CA | 95817 | EOF | OPERATING EXPENSES | $2,000 |
| SISTERS OF IHM FOUNDATION | ||||||
| 2300 ADAMS AVE | SCRANTON | PA | 18509 | EOF | BUILDING COSTS | $1,000 |
| ST FRANCIS OF ASSISI KITCHEN | ||||||
| 500 PENN AVENUE | SCRANTON | PA | 18509 | EOF | FOOD FOR NEEDY AND HOST FOR A DAY | $14,000 |
| ST JOHN NEUMANN CHURCH | ||||||
| 633 ORCHARD STREET | SCRANTON | PA | 18505 | EOF | ROOF REPAIRS | $7,000 |
| ST JOSEPH CENTER | ||||||
| 2010 ADAMS AVENUE | SCRANTON | PA | 18509 | EOF | MEDICAL EQUIPMENT | $5,000 |
| ST MARY'S VILLA RESIDENCE | ||||||
| ONE PIONEER PLACE | ELMHURST | PA | 18444 | EOF | CARE FOR ELDERLY | $2,000 |
| ST MARY'S VISITATION CHURCH | ||||||
| 1090 CARMALT STREET | DICKSON CITY | PA | 18519 | EOF | CHURCH PROJECTS AND SPECIAL NEEDS | $8,000 |
| ST VLADIMIR'S CHURCH | ||||||
| 430 N SEVENTH AVENUE | SCRANTON | PA | 18503 | EOF | NEW MICROPHONES | $6,000 |
| SUSAN G KOMEN FOR THE CURE | ||||||
| 125 N WASHINGTON AVE STE 260 | SCRANTON | PA | 18503 | EOF | RACE FOR THE CURE | $1,000 |
| THE ARC OF NORTHEASTERN PENNSYLVANIA | ||||||
| 115 MEADOW AVENUE | SCRANTON | PA | 18505 | EOF | CHILDREN PROGRAM | $3,000 |
| UNITED NEIGHBORHOOD CENTER OF NEPA | ||||||
| 777 KEYSTONE INDUSTRIAL PARK | THROOP | PA | 18512 | EOF | PROGRAM HOPE COMMUNITY AND SERVICE FOR SENIORS | $8,000 |
| UNITED WAY OF LACAKWANNA COUNTY | ||||||
| 615 JEFFERSON AVENUE | SCRANTON | PA | 18501 | EOF | GIFT OF WARMTH AND ANNUAL CAMPAIGN | $100,000 |
| UNIVERSITY OF SCRANTON | ||||||
| 800 LINDEN STREET | SCRANTON | PA | 18510 | EOF | LEAHY CLINIC, INTL SERVICE PROGRAM | $5,000 |
| WEINBERG FOOD BANK | ||||||
| 185 RESEARCH DR | PITTSTON | PA | 18640 | EOF | FOOD FOR NEEDY | $10,000 |
| WOMEN'S RESOURCE CENTER | ||||||
| PO BOX 975 | SCRANTON | PA | 18501 | EOF | ANNUAL CAMPAIGN, CAPITAL CAMPAIGN | $3,000 |
| WVIA PUBLIC MEDIA | ||||||
| 100 WVIA WAY | PITTSTON | PA | 18640 | EOF | GENERAL OPERATING EXPENSES FOR RADIO AND TV | $2,000 |
| WYOMING SEMINARY | ||||||
| 201 N SPRAGUE AVENUE | KINGSTON | PA | 18704 | EOF | SCHOLARSHIP FUND | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $401,800 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $224,231 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $127,913 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $352,161 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $352,161 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | WALTER L SCHAUTZ | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 EAST GROVE STREET | AddressLine1Txt |
| City | SCRANTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18510 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $50,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,250 | Amt |
| Net Investment Income | $1,625 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,625 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK | StockNm |
| EOY Book Value | $4,821,669 | EOYBookValueAmt |
| EOYFMV | $8,840,192 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSES | $689 | $344 | $345 |
| ADMINISTRATIVE EXPENSES | $7,813 | $3,907 | $3,906 |
| BANK FEES | $8,162 | $4,081 | $4,081 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $15,525 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |