ROY W PIPER CHARITABLE TR: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ROY W PIPER CHARITABLE TR (EIN 20-7487500)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-08-29
- IRS object ID
- 202512419349100311
- Schema version
- 2024v5.0
- 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
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Notes Loans Rcvbl Short Sch2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-29T13:50:22-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232226550 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MMQ & ASSOCIATES 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 | 2024-01-01 | 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 | 2025-08-29 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD S LOCHEN CPA | PreparerPersonNm |
| PTIN | P01056562 | PTIN |
| Phone | 5708363868 | PhoneNum |
| Preparation | 2025-08-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,637,029 | 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 | $232,369 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $232,369 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $162,499 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $162,499 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $553,276 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $553,276 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $269,872 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $556,466 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,566,492 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $556,466 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,602 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,297 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,511,212 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,505,907 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $115,539 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $67,539 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $48,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $18,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $18,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $20,246 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $13,368 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $6,878 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,099 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $4,699 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $400 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,900 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,900 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $47,799 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $47,799 | OtherProfFeesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $57,364 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $57,364 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $118,182 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $114,964 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $3,218 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,822 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $2,822 | TravConfMeetingNetInvstIncmAmt |
| Printing And Pub Rev And Expnss | $1,722 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $380 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $1,342 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $147,277 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $142,178 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,099 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $539,850 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $454,013 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $85,837 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $771,719 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $771,719 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,311,569 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $454,013 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $857,556 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $199,643 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,051,894 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $290,649 | CashBOYAmt |
| Cash EOY | $83,179 | CashEOYAmt |
| Cash EOYFMV | $83,179 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $138,797 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $108,786 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $108,786 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $107,364 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $118,547 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $107,364 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $107,364 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $56,452 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $88,027 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $88,027 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $13,999,959 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,076,825 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,076,825 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $5,451 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,093 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,093 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,149,380 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $845,197 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,281,110 | LandBOYAmt |
| Land EOY | $1,304,183 | LandEOYAmt |
| Land EOYFMV | $2,149,380 | LandEOYFMVAmt |
| Other Assets BOY | $16,987 | OtherAssetsBOYAmt |
| Other Assets EOY | $18,375 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $18,375 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $15,907,952 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,791,832 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,637,029 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $4,212 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,770 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $4,212 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,770 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,903,781 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,713,237 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $13,999,959 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $15,076,825 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,903,740 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,790,062 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,907,952 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,791,832 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,903,740 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $199,643 | ExcessRevenueOverExpensesAmt |
| Other Increases | $697,462 | OtherIncreasesAmt |
| Subtotal | $16,800,845 | SubtotalAmt |
| Other Decreases | $10,783 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,790,062 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $556,466 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,621 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $14,621 | SubtotalAmt |
| Tax Based On Investment Income | $14,621 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $18,400 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $173 | EsPenaltyAmt |
| Overpayment | $3,606 | OverpaymentAmt |
| Applied To ES Tax | $3,606 | 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 | THOMAS TULANEY | 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 | 000.00 | $55,539 | $0 | $0 |
| THOMAS P TULANEY | ||||||||
| PO BOX 460 | TUNKHANNOCK | PA | 18657 | TRUSTEE | 000.00 | $20,000 | $0 | $0 |
| ROBERT P BROWNING | ||||||||
| PO BOX 460 | TUNKHANNOCK | PA | 18657 | TRUSTEE | 000.00 | $20,000 | $0 | $0 |
| RONALD KUKUCHKA | ||||||||
| PO BOX 460 | TUNKHANNOCK | PA | 18657 | TRUSTEE | 000.00 | $20,000 | $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 | $15,892,032 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $581,611 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,155,468 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,629,111 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $18,629,111 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $279,437 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,349,674 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $917,484 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $917,484 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,621 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,621 | TotalTaxAmt |
| Distributable Before Adj | $902,863 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $902,863 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $902,863 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $857,556 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $857,556 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $902,863 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $345,761 | UndistributedIncomePYAmt |
| Qualifying Distributions | $857,556 | QualifyingDistributionsAmt |
| Applied To Year1 | $345,761 | AppliedToYear1Amt |
| Applied To Current Year | $511,795 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $391,068 | 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 95,000 WITH NO CHILDREN IN COLLEGE, 105,000 WITH ONE CHILD IN COLLEGE, AND 115,000 WITH 2 CHILDREN IN COLLEGE 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 (72 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AITKEN HANNAH | ||||||||
| 27 MCMULLIAN HILL RD | TUNKHANNCOK | PA | 18657 | NONE | N/A | COLLEGE SCHOLARSHIP | $20,000 | |
| ALFANO ALENI | ||||||||
| 15 POWDER MILL RD | PITTSTON TWP | PA | 18640 | NONE | N/A | COLLEGE SCHOLARSHIP | $13,220 | |
| BANTA CATHERINE | ||||||||
| 307 TURNPIKE RD | TUNKHANNOCK | PA | 18657 | NONE | N/A | COLLEGE SCHOLARSHIP | $6,509 | APT 7 |
| BUENANO ANDREA | ||||||||
| 512 WASHINGTON ST | FREELAND | PA | 18824 | NONE | N/A | COLLEGE SCHOLARSHIP | $12,742 | |
| CANNELLA BENJAMIN | ||||||||
| 144 NETTI LANE | FALLS | PA | 18615 | NONE | N/A | COLLEGE SCHOLARSHIP | $20,000 | |
| CARDILLO JOSEPH | ||||||||
| 306 SPRING ST | DUNMORE | PA | 18512 | NONE | N/A | COLLEGE SCHOLARSHIP | $4,500 | |
| CHRISTOPHER PAIGE | ||||||||
| 215 BARDWELL RD | FACTORYVILLE | PA | 18419 | NONE | N/A | COLLEGE SCHOLARSHIP | $12,000 | |
| CLARK ISAAC | ||||||||
| 68 W 800 ST | FORT BRANCH | IN | 47648 | NONE | N/A | COLLEGE SCHOLARSHIP | $6,133 | |
| CORKER BREEZY | ||||||||
| 321 PEACH LANE | TUNKHANNOCK | PA | 18657 | NONE | N/A | COLLEGE SCHOLARSHIP | $6,000 | |
| DOLAN KAYLEEN | ||||||||
| 17 COSTELLO CIRCLE | AVOCA | PA | 18641 | NONE | N/A | COLLEGE SCHOLARSHIP | $6,450 | |
| DONNAY SYMONE | ||||||||
| 528 NEW YORK ST | DUNMORE | PA | 18509 | NONE | N/A | COLLEGE SCHOLARSHIP | $2,423 | |
| DOUGHERTY NOAH | ||||||||
| 124 FRANKLIN ST | DUNMORE | PA | 18512 | NONE | N/A | COLLEGE SCHOLARSHIP | $18,000 | |
| EDWARDS MICAH | ||||||||
| 2506 SR 1018 | HALLSTEAD | PA | 18822 | NONE | N/A | COLLEGE SCHOLARSHIP | $2,500 | |
| ESTADT ANGELINA | ||||||||
| 431 WEST CHURCH ST | ARCHBALD | PA | 18403 | NONE | N/A | COLLEGE SCHOLARSHIP | $1,419 | |
| EVANS KELSEY | ||||||||
| 13 SALEM DRIVE | WILKESBARRE | PA | 18702 | NONE | N/A | COLLEGE SCHOLARSHIP | $4,357 | |
| FEIST ZANDER | ||||||||
| 401 OLD MOUNTAIN RD | NESCOPEK | PA | 18635 | NONE | N/A | COLLEGE SCHOLARSHIP | $20,000 | |
| FLYNN ETHAN | ||||||||
| 104 RICHARD RD | CLARKS SUMMIT | PA | 18411 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,000 | |
| GRIFFIN TYONNA | ||||||||
| 439 STIPP COURT | SCRANTON | PA | 18510 | NONE | N/A | COLLEGE SCHOLARSHIP | $7,500 | |
| HANSON-RICHART NATALIA | ||||||||
| 137 OLD RIVER RD | WILKES BARRE | PA | 18702 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,000 | |
| HARRY KORTNEY | ||||||||
| 125 HACKLING ST | NOXEN | PA | 18636 | NONE | N/A | COLLEGE SCHOLARSHIP | $11,250 | |
| HAZELTON COURTNEY | ||||||||
| 311 N FILLMORE AVE | SCRANTON | PA | 18504 | NONE | N/A | COLLEGE SCHOLARSHIP | $15,000 | |
| HEINE LAUREN | ||||||||
| PO BOX 405 | WAVERLY | PA | 18471 | NONE | N/A | COLLEGE SCHOLARSHIP | $9,600 | |
| HENKE TIFFANI | ||||||||
| 1731 SUTTON RD | NEW MILFORD | PA | 18834 | NONE | N/A | COLLEGE SCHOLARSHIP | $9,000 | |
| HUGO DAKOTA | ||||||||
| 19 MOON ST | NEW ALBANY | PA | 18833 | NONE | N/A | COLLEGE SCHOLARSHIP | $15,000 | |
| IDDINGS MACI | ||||||||
| 119 WOODLAND WAY | TUNKHANNOCK | PA | 18657 | NONE | N/A | COLLEGE SCHOLARSHIP | $20,000 | |
| JASIENSKI MATTHEW | ||||||||
| 607 BLUEBERRY DR | DURYEA | PA | 18642 | NONE | N/A | COLLEGE SCHOLARSHIP | $12,000 | |
| JONES NADIA | ||||||||
| 87 CHARLES ST | WILKES BARRE | PA | 18702 | NONE | N/A | COLLEGE SCHOLARSHIP | $7,000 | |
| JUMPER KEVIN | ||||||||
| 231 MONTGOMERY AVE | WEST PITTSTON | PA | 18643 | NONE | N/A | COLLEGE SCHOLARSHIP | $20,730 | |
| KANYOK COLLIN | ||||||||
| 421 STONY MOUNTAIN RD | TUNKHANNOCK | PA | 18657 | NONE | N/A | COLLEGE SCHOLARSHIP | $13,000 | |
| KAZMIERCZAK MICHAEL | ||||||||
| 536 S MAIN ST | TAYLOR | PA | 18517 | NONE | N/A | COLLEGE SCHOLARSHIP | $15,000 | |
| KILE MAYA | ||||||||
| 618 EAST 3RD ST | BEREICK | PA | 18643 | NONE | N/A | COLLEGE SCHOLARSHIP | $15,000 | |
| KING ELIANA | ||||||||
| 1618 NORTH WEBSTER AVE | DUNMORE | PA | 18509 | NONE | N/A | COLLEGE SCHOLARSHIP | $7,500 | |
| LOCKWOOD SAVANNAH | ||||||||
| 601 BUTLER ST | DUNMORE | PA | 18512 | NONE | N/A | COLLEGE SCHOLARSHIP | $20,000 | |
| LYNCH LORNA | ||||||||
| 317 GRIFFIN POND RD | S ABINGTON TOWNSHIP | PA | 18411 | NONE | N/A | COLLEGE SCHOLARSHIP | $18,750 | |
| MALINOWSKI SHANE | ||||||||
| 85 OVERTON RD | NEW ALBANY | PA | 18833 | NONE | N/A | COLLEGE SCHOLARSHIP | $13,295 | |
| MARYASZ EMILEE | ||||||||
| 2827 SR 307 | DALTON | PA | 18414 | NONE | N/A | COLLEGE SCHOLARSHIP | $21,084 | |
| MCMANUS AVRY | ||||||||
| 295 NEW GRANT ST | WILKESBARRE | PA | 18702 | NONE | N/A | COLLEGE SCHOLARSHIP | $7,500 | |
| MOGER ADARSH | ||||||||
| 3505 BIRNEY AVE | MOOSIC | PA | 18507 | NONE | N/A | COLLEGE SCHOLARSHIP | $2,500 | |
| MORRIS SARA | ||||||||
| 88 SIMPSON ST | WILKES BARRE | PA | 18702 | NONE | N/A | COLLEGE SCHOLARSHIP | $6,195 | |
| MOWRY MATTHEW | ||||||||
| 956 TRIBLE RD | MESHOPPEN | PA | 18630 | NONE | N/A | COLLEGE SCHOLARSHIP | $12,000 | |
| NESTOR MADISON | ||||||||
| 45 ARROWHEAD DRIVE | FACTORYVILLE | PA | 18419 | NONE | N/A | COLLEGE SCHOLARSHIP | $6,500 | |
| NESTOR MALANA | ||||||||
| 45 ARROWHEAD DR | FACTORYVILLE | PA | 18419 | NONE | N/A | COLLEGE SCHOLARSHIP | $3,250 | |
| NICHOLS KIARA | ||||||||
| 16402 SR 407 | FACTORYVILLE | PA | 18419 | NONE | N/A | COLLEGE SCHOLARSHIP | $2,000 | |
| NICHOLS THOMAS | ||||||||
| 264 WOODLAND WAY | TUNKAHNNOCK | PA | 18657 | NONE | N/A | COLLEGE SCHOLARSHIP | $8,000 | |
| O'MALLEY SHANNON | ||||||||
| 812 COLUMBIA ST | SCRANTON | PA | 18509 | NONE | N/A | COLLEGE SCHOLARSHIP | $15,000 | |
| PASKO EMMA | ||||||||
| 512 BUTLER ST | DUNMORE | PA | 18512 | NONE | N/A | COLLEGE SCHOLARSHIP | $14,000 | |
| PETERS ALEXANDER | ||||||||
| 1200 N MARKET ST | BERWICK | PA | 18603 | NONE | N/A | COLLEGE SCHOLARSHIP | $8,000 | |
| PETERS ANGENI | ||||||||
| 1209 NORTH MARKET ST | BERWICK | PA | 18603 | NONE | N/A | COLLEGE SCHOLARSHIP | $6,692 | |
| PEZANOWSKI PAIGE | ||||||||
| 274 CANAAN ST | CARBONDALE | PA | 18407 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,805 | |
| READER CADEN | ||||||||
| 500 HOBBIE RD | NESCOPECK | PA | 18635 | NONE | N/A | COLLEGE SCHOLARSHIP | $7,500 | |
| REJRET LILLIAN | ||||||||
| 79 STATE ST | NICHOLSON | PA | 18446 | NONE | N/A | COLLEGE SCHOLARSHIP | $12,000 | |
| SALANSKY MARESSA | ||||||||
| 585 SR 2035 | NICHOLSON | PA | 18446 | NONE | N/A | COLLEGE SCHOLARSHIP | $12,000 | |
| SEBRING ALEXIS | ||||||||
| 12925 SR 167 | MONTROSE | PA | 18801 | NONE | N/A | COLLEGE SCHOLARSHIP | $2,000 | |
| SIGAFOOS MAKAYLA | ||||||||
| 52 IRONWOOD ST | TUNKHANNOCK | PA | 18657 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,137 | |
| SMITH KAILYN | ||||||||
| 36 PHILADELPHIA AVE | TUNKHANNOCK | PA | 18657 | NONE | N/A | COLLEGE SCHOLARSHIP | $14,879 | |
| SNOW SARAH | ||||||||
| 234 BAVARIAN HILL RD | BEACH LAKE | PA | 18405 | NONE | N/A | COLLEGE SCHOLARSHIP | $17,437 | |
| SOUDER JOSEPH | ||||||||
| 521 HOYT ST | PRINGLE | PA | 18704 | NONE | N/A | COLLEGE SCHOLARSHIP | $12,000 | |
| STODDARD GIANA | ||||||||
| 26 FAIRFIELD DR | LAFLIN | PA | 18702 | NONE | N/A | COLLEGE SCHOLARSHIP | $22,500 | |
| THOMPSON BEN | ||||||||
| 125 MAPLE AVE | MOSCOW | PA | 18444 | NONE | N/A | COLLEGE SCHOLARSHIP | $2,500 | |
| VO SHAYLA | ||||||||
| 1005 MORGAN DR | WILKES BARRE | PA | 18705 | NONE | N/A | COLLEGE SCHOLARSHIP | $20,000 | |
| VOLL OLIVIA | ||||||||
| 81 EAST LYNN ROAD | SPRINGVILLE | PA | 18844 | NONE | N/A | COLLEGE SCHOLARSHIP | $17,500 | |
| VOROZILCHAK PAVEL | ||||||||
| 132 HYLAND HILL DR | ARCHBALD | PA | 18403 | NONE | N/A | COLLEGE SCHOLARSHIP | $18,000 | |
| WHITE JULIA | ||||||||
| 1122 FARBER CT | DUNMORE | PA | 18510 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,000 | |
| WILLIAMS ALEXA | ||||||||
| 715 UNION ST | TAYLOR | PA | 18517 | NONE | N/A | COLLEGE SCHOLARSHIP | $2,500 | |
| WONG MEGHAN | ||||||||
| 935 MOOSIC ST | SCRANTON | PA | 18505 | NONE | N/A | COLLEGE SCHOLARSHIP | $1,362 | |
| WOOD KAYLA | ||||||||
| 105 2ND ST | DALTON | PA | 18414 | NONE | N/A | COLLEGE SCHOLARSHIP | $15,000 | |
| WOODSWORTH SAUL | ||||||||
| 450 CAROLINA AVE | WEST WYOMING | PA | 18644 | NONE | N/A | COLLEGE SCHOLARSHIP | $22,500 | |
| YATSKO BRENDAN | ||||||||
| 275 BRENDAN LANE | HARVEYS LAKE | PA | 18618 | NONE | N/A | COLLEGE SCHOLARSHIP | $12,500 | |
| ZABRETSKY KYRA | ||||||||
| 911 WASHINGTON ST | FREELAND | PA | 18224 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,000 | |
| ZAWIERUCHA JADAN | ||||||||
| 1416 SUSCAN ROAD | PITTSTON | PA | 18640 | NONE | N/A | COLLEGE SCHOLARSHIP | $8,000 | |
| ZENG ANGELA | ||||||||
| 1101 AVDUBON DR | SOUTH ABINGTON TWP | PA | 18411 | NONE | N/A | COLLEGE SCHOLARSHIP | $8,000 | |
| ZHU BENNY | ||||||||
| 21 MAPLE LANE | TUNKHANNOCK | PA | 18657 | NONE | N/A | COLLEGE SCHOLARSHIP | $4,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $771,719 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $232,369 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $162,499 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $269,872 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $877 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $556,466 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| REIMBURSEMENT | $420 |
| OTHER INCOME | $5,305 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,221,206 | ExclusionAmt |
| Related Or Exempt Function Incm | $6,602 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,227,808 | 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 | $5,800 | Amt |
| Net Investment Income | $2,900 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,900 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (119 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 | $282,581 | S/L | 27.5000 | $20,245 | $20,245 |
| LAND IMPROVEMENTS-CARRYOVER BASIS | 2010-01-01 | $50,017 | $45,587 | 150DB | 15.0000 | $2,953 | $2,953 |
| FURNISHINGS | 2010-06-15 | $1,868 | $1,868 | 200DB | 5.0000 | ||
| 2 LOTS BY SUSQUEHANNA APTS | 2010-01-01 | $30,000 | |||||
| FURNISHINGS | 2011-03-31 | $407 | $407 | 200DB | 5.0000 | ||
| FURNISHINGS | 2011-04-30 | $1,210 | $1,210 | 200DB | 5.0000 | ||
| FURNISHINGS | 2011-07-31 | $352 | $352 | 200DB | 5.0000 | ||
| FURNISHINGS | 2011-08-31 | $271 | $271 | 200DB | 5.0000 | ||
| FURNISHINGS | 2011-10-31 | $921 | $921 | 200DB | 5.0000 | ||
| FURNISHINGS | 2011-11-30 | $256 | $256 | 200DB | 5.0000 | ||
| DEHUMIDIFIER | 2012-06-30 | $79 | $79 | 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 | ||
| REFRIGERATOR | 2013-04-30 | $276 | $276 | 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 | ||
| REFRIGERATOR | 2014-02-28 | $596 | $596 | 200DB | 5.0000 | ||
| WATER HEATER | 2014-04-30 | $1,087 | $1,087 | 200DB | 5.0000 | ||
| CARPET | 2014-05-31 | $368 | $368 | 200DB | 5.0000 | ||
| WATER HEATER | 2014-07-31 | $872 | $872 | 200DB | 5.0000 | ||
| REFRIGERATOR | 2014-08-31 | $252 | $252 | 200DB | 5.0000 | ||
| WATER HEATER | 2014-08-31 | $266 | $266 | 200DB | 5.0000 | ||
| CARPET | 2014-12-31 | $380 | $380 | 200DB | 5.0000 | ||
| CARPET | 2014-07-31 | $354 | $354 | 200DB | 5.0000 | ||
| NEW CARPET | 2015-04-30 | $536 | $536 | 200DB | 5.0000 | ||
| NEW CABINET DRAWERS | 2015-05-31 | $56 | $56 | 200DB | 5.0000 | ||
| NEW CARPET | 2015-07-31 | $708 | $708 | 200DB | 5.0000 | ||
| NEW REFRIGERATOR | 2015-08-31 | $310 | $310 | 200DB | 5.0000 | ||
| PARKING LOT SEALING | 2015-10-31 | $1,845 | $1,491 | 150DB | 15.0000 | $54 | $54 |
| CARPET | 2015-11-30 | $268 | $268 | 200DB | 5.0000 | ||
| CARPET | 2015-12-31 | $401 | $401 | 200DB | 5.0000 | ||
| WASHER & DRYER | 2016-05-09 | $374 | $374 | 200DB | 5.0000 | ||
| WATER HEATER | 2016-05-09 | $883 | $883 | 200DB | 5.0000 | ||
| CARPET CLEANER | 2016-08-03 | $105 | $105 | 200DB | 5.0000 | ||
| CARPET | 2016-12-08 | $354 | $354 | 200DB | 5.0000 | ||
| DRIVEWAY SEALING | 2016-05-25 | $3,073 | $2,392 | 150DB | 15.0000 | $91 | $91 |
| CARPET | 2017-01-12 | $391 | $391 | 200DB | 5.0000 | ||
| TRIMMER | 2017-06-14 | $241 | $241 | 200DB | 5.0000 | ||
| CARPET | 2017-07-08 | $495 | $495 | 200DB | 5.0000 | ||
| 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 | $306 | 200DB | 5.0000 | $38 | $38 |
| CARPET & FLOORING | 2020-07-10 | $421 | $344 | 200DB | 5.0000 | $47 | $47 |
| HOT WATER HEATER | 2020-12-22 | $816 | $648 | 200DB | 5.0000 | $90 | $90 |
| CARPET | 2021-02-18 | $362 | $257 | 200DB | 5.0000 | $42 | $42 |
| REFRIGERATOR | 2021-03-08 | $387 | $275 | 200DB | 5.0000 | $45 | $45 |
| CARPET | 2021-04-09 | $281 | $200 | 200DB | 5.0000 | $32 | $32 |
| WATER HEATER | 2021-04-22 | $1,852 | $1,319 | 200DB | 5.0000 | $213 | $213 |
| CARPET | 2021-07-17 | $281 | $200 | 200DB | 5.0000 | $32 | $32 |
| (2) REFRIGERATORS | 2021-10-10 | $774 | $551 | 200DB | 5.0000 | $89 | $89 |
| FURNACE | 2022-10-31 | $2,789 | $1,199 | 200DB | 5.0000 | $636 | $636 |
| CARPET | 2022-11-30 | $375 | $161 | 200DB | 5.0000 | $86 | $86 |
| HOT WATER HEATER | 2022-12-31 | $2,897 | $1,246 | 200DB | 5.0000 | $660 | $660 |
| TRIMMER | 2023-05-31 | $241 | $60 | 200DB | 5.0000 | $73 | $73 |
| (4) CARPETS | 2023-09-30 | $1,898 | $285 | 200DB | 5.0000 | $645 | $645 |
| VACUUM | 2023-09-30 | $55 | $8 | 200DB | 5.0000 | $19 | $19 |
| CARPET | 2023-12-31 | $425 | $21 | 200DB | 5.0000 | $162 | $162 |
| REFRIGERATOR | 2023-12-31 | $403 | $20 | 200DB | 5.0000 | $153 | $153 |
| PAVING | 2023-10-31 | $7,389 | $92 | 150DB | 15.0000 | $730 | $730 |
| LEASEHOLD IMPROVEMENTS | 2023-04-30 | $2,681 | $112 | S/L | 15.0000 | $178 | $178 |
| FLOORING D-1 | 2024-05-29 | $525 | 200DB | 5.0000 | $131 | $131 | |
| REFRIGERATOR | 2024-08-28 | $366 | 200DB | 5.0000 | $55 | $55 | |
| TILING | 2024-09-02 | $616 | 200DB | 5.0000 | $92 | $92 | |
| REFRIGERATOR | 2024-10-09 | $386 | 200DB | 5.0000 | $19 | $19 | |
| LAND @ FMV 1/1/10 | 2010-01-01 | $180,090 | |||||
| BUILDING @ FMV 1/1/10 | 2010-01-01 | $486,910 | $174,268 | S/L | 39.0000 | $12,485 | $12,485 |
| IMPROVEMENTS-BARRACKS | 2011-06-15 | $22,681 | $7,294 | S/L | 39.0000 | $581 | $581 |
| NEW HEATING UNIT | 2012-02-29 | $16,880 | $7,289 | S/L | 27.5000 | $614 | $614 |
| RANGE | 2013-09-04 | $480 | $480 | 200DB | 5.0000 | ||
| NEW WATER TREATMENT SYSTEM | 2015-06-29 | $2,942 | $2,305 | S/L | 15.0000 | $98 | $98 |
| PARKING LOT SEALING | 2015-10-20 | $4,943 | $3,994 | 150DB | 15.0000 | $146 | $146 |
| REFRIGERATOR | 2016-08-25 | $505 | $505 | 200DB | 5.0000 | ||
| FLOORING | 2016-01-14 | $335 | $251 | S/L | 15.0000 | $11 | $11 |
| BULLET PROOF GLASS | 2016-01-26 | $2,335 | $1,751 | S/L | 15.0000 | $78 | $78 |
| FLOORING | 2016-04-20 | $2,021 | $1,516 | S/L | 15.0000 | $67 | $67 |
| IMPROVEMENTS | 2016-04-28 | $1,569 | $1,177 | S/L | 15.0000 | $52 | $52 |
| IMPROVEMENTS | 2016-05-23 | $3,768 | $2,826 | S/L | 15.0000 | $126 | $126 |
| SEALING | 2017-10-05 | $753 | $753 | 150DB | 15.0000 | ||
| TILE | 2017-10-06 | $1,015 | $1,015 | 200DB | 5.0000 | ||
| GARBAGE DISPOSAL | 2018-12-01 | $1,079 | $1,079 | 200DB | 5.0000 | ||
| SEALING | 2018-05-14 | $763 | $763 | 150DB | 15.0000 | ||
| SEALING | 2019-11-27 | $763 | $763 | 150DB | 15.0000 | ||
| ROOF | 2021-09-12 | $3,200 | $533 | S/L | 15.0000 | $214 | $214 |
| SEALING | 2022-06-23 | $1,125 | $176 | 150DB | 15.0000 | $95 | $95 |
| NEW ROOF | 2024-11-13 | $61,879 | S/L | 15.0000 | $516 | $516 | |
| ALARM SYSTEM | 2024-12-01 | $14,692 | 200DB | 5.0000 | $735 | $735 | |
| TILING | 2024-09-02 | $1,974 | 200DB | 5.0000 | $296 | $296 | |
| LAND-BASIS FROM ESTATE | 2010-01-01 | $20,800 | |||||
| BUILDING-BASIS FROM ESTATE | 2010-01-01 | $116,023 | $58,890 | S/L | 27.5000 | $4,219 | $4,219 |
| LAND-BASIS FROM ESTATE | 2010-01-01 | $90,000 | |||||
| BUILDING-BASIS FROM ESTATE | 2010-01-01 | $329,128 | $117,797 | S/L | 39.0000 | $8,439 | $8,439 |
| LAND IMPROVEMENTS | 2010-01-01 | $5,185 | $4,726 | 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 | $471 | S/L | 39.0000 | $53 | $53 |
| NEW BASEBOARD HEAT | 2015-03-05 | $1,380 | $311 | S/L | 39.0000 | $36 | $36 |
| NEW CONCRETE POSTS | 2015-06-29 | $161 | $126 | S/L | 15.0000 | $6 | $6 |
| HEATERS | 2016-12-29 | $126 | $126 | 200DB | 5.0000 | ||
| RESTRIPPING LOT | 2016-05-31 | $350 | $273 | 150DB | 15.0000 | $10 | $10 |
| STEEL DOOR | 2018-05-23 | $985 | $142 | 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 | ||
| FLOORING | 2022-05-31 | $2,100 | $1,155 | 200DB | 5.0000 | $378 | $378 |
| WATER HEATER | 2023-01-01 | $646 | $226 | 200DB | 5.0000 | $168 | $168 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (14 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| SEE ATTACHMENT D-1 | PURCHASE | $164,000 | $163,981 | $19 |
| SEE ATTACHMENT D-1 | PURCHASE | $343,598 | $346,621 | -$3,023 |
| SEE ATTACHMENT D-2 | PURCHASE | $88,817 | $61,109 | $27,708 |
| SEE ATTACHMENT D-3 | PURCHASE | $21,369 | $20,293 | $1,076 |
| SEE ATTACHMENT D-3 | PURCHASE | $45,527 | $42,971 | $2,556 |
| SEE ATTACHMENT D-3 | PURCHASE | $1,652 | $1,341 | $311 |
| SEE ATTACHMENT D-4 | PURCHASE | $67,379 | $61,711 | $5,668 |
| SEE ATTACHMENT D-4 | PURCHASE | $500,104 | $356,856 | $143,248 |
| SEE ATTACHMENT D-6 | PURCHASE | $104,267 | $104,055 | $212 |
| SEE ATTACHMENT D-6 | PURCHASE | $753,073 | $559,369 | $193,704 |
| SEE ATTACHMENT D-7 | PURCHASE | $321,607 | $321,607 | |
| SEE ATTACHMENT D-7 | PURCHASE | $128,393 | $128,393 | |
| SEE ATTACHMENT D-8 | PURCHASE | $542,911 | $523,386 | $19,525 |
| SEE ATTACHMENT D-8 | PURCHASE | $482,805 | $318,333 | $164,472 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JACKSON LIFE ANNUITY | $1,750,000 | $1,750,000 |
| WELLS FARGO 2565 | $2,296,408 | $2,296,408 |
| WELLS FARGO 1848 | $880,927 | $880,927 |
| WELLS FARGO 0483 | $134,953 | $134,953 |
| WELLS FARGO 9405 | $2,282,467 | $2,282,467 |
| WELLS FARGO 3420 | $334,244 | $334,244 |
| WELLS FARGO 8632 | $2,571,820 | $2,571,820 |
| WELLS FARGO 5497 | $2,151,900 | $2,151,900 |
| WELLS FARGO 7578 | $2,174,106 | $2,174,106 |
| FORETHOUGHT LIFE ANNUITY | $500,000 | $500,000 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| IGM 2003-1 | $260 | $260 |
| IGM 2003-2 | $485 | $485 |
| IGM 2004-1 | $293 | $293 |
| IGM 2004-2 | $79 | $79 |
| IGM 2005-1 | $848 | $848 |
| IGM 2005-2 | $2,402 | $2,402 |
| IGM 2006-1 | $251 | $251 |
| IGM 2006-2 | $475 | $475 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| BUILDING | $1,614,676 | $708,684 | $905,992 | $1,614,676 |
| LAND IMPROVEMENTS | $78,331 | $67,521 | $10,810 | $78,331 |
| EQUIPMENT & FURNISHINGS | $91,483 | $68,992 | $22,491 | $91,483 |
| LAND | $364,890 | $364,890 | $364,890 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (3 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SUSQUEHANNA APARTMENTS | $1,179 | $1,179 | |
| 22 SPRUCE STREET, TUNK PA | $2,145 | $2,145 | |
| INDIRECT LEGAL FEES | $1,775 | $1,375 | $400 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INTEREST RECEIVABLE | $19,598 | $21,483 | $21,483 |
| DUE TO/FROM DIFFERENCE | -$2,611 | -$3,108 | -$3,108 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL INCOME TAX PAYMENTS | Desc |
| Amt | $10,783 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (62 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SUSQUEHANNA APARTMENTS | |||
| INSURANCE | $18,035 | $18,035 | |
| REPAIRS & MAINTENANCE | $11,138 | $11,138 | |
| TRASH COLLECTION | $7,077 | $7,077 | |
| VEHICLE EXPENSE | $1,168 | $1,168 | |
| GROUND MAINTENANCE | $912 | $912 | |
| PEST CONTROL | $865 | $865 | |
| SYSTEM TESTING | $548 | $548 | |
| OFFICE EXPENSE | $473 | $473 | |
| SNOW REMOVAL | $243 | $243 | |
| DUES & DONATION | $100 | $100 | |
| 53WYOMINGAVE &55 W HARRISON | |||
| INSURANCE | |||
| REPAIRS & MAINTENANCE | |||
| 10-12 PA AVE,TUNKHANNOCK PA | |||
| INSURANCE | |||
| REPAIRS & MAINTENANCE | |||
| 220-222 NEW MALLERY PL, WB | |||
| REPAIRS & MAINTENANCE | |||
| INSURANCE | |||
| PEST CONTROL | |||
| LEVEE FEE | |||
| 224 NEW MALLERY PL, WB | |||
| INSURANCE | |||
| REPAIRS & MAINTENANCE | |||
| PEST CONTROL | |||
| RECYCLING FEES | |||
| LEVEE FEE | |||
| 228-230 NEW MALLERY PL WB | |||
| CLEANING | $125 | $125 | |
| 35 SECOND STREET, TUNK PA | |||
| INSURANCE | |||
| 1745 VALLEY RD, MANSFIELD | |||
| INSURANCE | |||
| REPAIRS & MAINTENANCE | |||
| 872 SALEM BLVD,SHICKSHINNY | |||
| REPAIRS & MAINTENANCE | $4,261 | $4,261 | |
| INSURANCE | $4,755 | $4,755 | |
| PEST CONTROL | $600 | $600 | |
| 22 SPRUCE STREET, TUNK PA | |||
| INSURANCE | $1,476 | $1,476 | |
| RR1 ROUTE 6&PA 220N TOWANDA | |||
| APPRAISALS | |||
| INSURANCE | |||
| GROUND MAINTENANCE | |||
| REPAIRS & MAINTENANCE | |||
| 915 ROUTE 6, TUNKHANNOCK PA | |||
| REPAIRS & MAINTENANCE | $6,724 | $6,724 | |
| INSURANCE | $4,884 | $4,884 | |
| PEST CONTROL | $600 | $600 | |
| WATER TESTING | $415 | $415 | |
| 119 WARREN ST TUNKHANNOCK | |||
| INSURANCE | |||
| 35 WYOMING AVE | |||
| INSURANCE | |||
| EXPENSES | |||
| WELLS FARGO FEES | $74,069 | $74,069 | |
| OFFICE EXPENSE | $6,525 | $2,405 | $4,120 |
| SERVICE CHARGES/FEES - STOCK | $947 | $947 | |
| INSURANCE | $842 | $842 | |
| IGM PTR LOSS | $358 | $358 | |
| BANK SERVICE CHARGE | $137 | $137 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ROYALTY INCOME | $877 | $877 |
| REIMBURSEMENT | $420 | $420 |
| OTHER INCOME | $5,305 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NON REPORTED GAIN | $48,128 |
| UNREALIZED APPRECIATION OF MKT SEC | $649,334 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| SECURITY DEPOSITS | $1,405 | $1,405 |
| PAYROLL TAXES | $2,807 | $365 |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp (2 entries)
| Balance DueBalanceDueAmt |
|---|
| DUE FROM PA DEPT OF REC |
| $303 |
| INSTALLMENT SALE WARREN ST |
| $107,061 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SUSQUEHANNA APARTMENTS | CategoryTxt |
| Amt | $47,799 | Amt |
| Net Investment Income | $47,799 | NetInvestmentIncomeAmt |