STRATEGY STUDIO / PUBLIC DATA EXPLORER

TAMBUR FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
TAMBUR FAMILY FOUNDATION (EIN 68-0616241)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-10-15
IRS object ID
201932889349100628
Schema version
2018v3.1
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2019-10-15T14:08:31-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN231909723PreparerFirmEIN

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1415 FALLOWFIELD ROADAddressLine1Txt
CityCAMP HILLCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17011ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN680616241EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE TAMBUR FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTAMBBusinessNameControlTxt
Phone5708259501PhoneNum

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT L TAMBURPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone5708259501PhoneNum
Signature2019-10-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

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

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address50.207.109.122IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-10-08IPDt
IP Tm17:01:48IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id435BBDE97F69B3A271D41072029CEF7844F39D38AtSubmissionCreationDeviceId
At Submission Filing Device IdA21C345E322C9018102DD7A8E33E376FF219E001AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-01-14 16:20:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,581,136FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$2,403InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,403InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$34,466DividendsRevAndExpnssAmt
Dividends Net Invst Incm$34,466DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$12,463NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$499,816GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$12,463CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$49,332TotalRevAndExpnssAmt
Total Net Invst Incm$49,332TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,080AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,080AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$17,026OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$17,026OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,368TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,368TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$20,474TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$20,474TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$77,960ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$77,960ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$98,434TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$20,474TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$77,960TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$49,102ExcessRevenueOverExpensesAmt
Net Investment Income$28,858NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$23,147SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$49,413SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$49,413SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$30,483USGovernmentObligationsBOYAmt
US Government Obligations EOY$31,694USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$31,694USGovtObligationsEOYFMVAmt
Corporate Stock BOY$699,278CorporateStockBOYAmt
Corporate Stock EOY$582,277CorporateStockEOYAmt
Corporate Stock EOYFMV$582,277CorporateStockEOYFMVAmt
Corporate Bonds BOY$40,933CorporateBondsBOYAmt
Corporate Bonds EOY$34,124CorporateBondsEOYAmt
Corporate Bonds EOYFMV$34,124CorporateBondsEOYFMVAmt
Other Investments BOY$981,226OtherInvestmentsBOYAmt
Other Investments EOY$883,628OtherInvestmentsEOYAmt
Other Investments EOYFMV$883,628OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,775,067TotalAssetsBOYAmt
Total Assets EOY$1,581,136TotalAssetsEOYAmt
Total Assets EOYFMV$1,581,136TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,775,067RetainedEarningBOYAmt
Retained Earning EOY$1,581,136RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,775,067TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,581,136TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,775,067TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,581,136TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,775,067TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$49,102ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,725,965SubtotalAmt
Other Decreases$144,829OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,581,136TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MORGAN STANLEYP$107,593$109,329-$1,736-$1,736
MORGAN STANLEYP$385,441$378,024$7,417$7,417
CAPITAL GAINS DIVIDENDSP$6,782$6,782$6,782
FieldValueIRS element (for citing)
Capital Gain Net Income$12,463CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$83,030AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,683,314NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.049325DistributionYr1Rt
Adjusted Qlfy Distri Yr2$81,961AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,612,154NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.050839DistributionYr2Rt
Adjusted Qlfy Distri Yr3$90,502AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,721,572NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.052569DistributionYr3Rt
Adjusted Qlfy Distri Yr4$84,137AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,716,995NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.049002DistributionYr4Rt
Adjusted Qlfy Distri Yr5$83,663AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,764,257NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.047421DistributionYr5Rt
Total Distribution0.249156TotalDistributionRt
Average Distribution0.049831AverageDistributionRt
Net Vl Noncharitable Assets$1,655,096NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$82,475AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$289NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$82,764AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$77,960QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$577InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$577SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$577TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,301EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,301TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,724OverpaymentAmt
Applied To ES Tax$1,724AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

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

Persons With Books Name PersonsWithBooksName

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

Location Of Books US Address LocationOfBooksUSAddress

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

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

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

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,680,301AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,680,301TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,680,301AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$25,205CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,655,096NetVlNoncharitableAssetsAmt
Minimum Investment Return$82,755MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$82,755MinimumInvestmentReturnAmt
Tax Based On Investment Income$577TaxBasedOnInvestmentIncomeAmt
Total Tax$577TotalTaxAmt
Distributable Before Adj$82,178DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$82,178DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$82,178DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$77,960ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$77,960QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$77,960AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$82,178DistributableAsAdjustedAmt
Undistributed Income PY$59,054UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$77,960QualifyingDistributionsAmt
Applied To Year1$59,054AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$18,906AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$63,272UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonROBERT L TAMBURRecipientPersonNm

Recipient US Address RecipientUSAddress

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (69 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACCESSIBLE FESTIVALS
6003 233RD PLACE SWMOUNTAINLAKE TERRACEWA98043NONEPUBLICCHARITABLE$1,000
AFP-NEPA
1151 OAK STREETPITTSTONPA18640NONEPUBLICCHARITABLE$500
ALLIED SERVICES
100 ABINGTON EXECUTIVE PARKCLARKS SUMMITPA18411NONEPUBLICCHARITABLE$500
AMERICA'S VET DOGS
371 EAST JERICHO TURNPIKESMITHTOWNNY11787NONEPUBLICCHARITABLE$50
AMERICAN CANCER SOCIETY
EAST CENTRAL DIVISION POBOX 897HERSHEYPA170330897NONEPUBLICCHARITABLE$2,000
AMERICAN HEART ASSOCIATION
968 POSTAL ROAD STE 110ALLENTOWNPA18109NONEPUBLICCHARITABLE$2,500
AMERICAN RED CROSS OF LACKAWANNA COUNTY
545 JEFFERSON AVENUESCRANTONPA18510NONEPUBLICCHARITABLE$200
ANTHONY J RINALDI JR FOUNDATION
538 SPRUCE STREETSCRANTONPA18503NONEPUBLICCHARITABLE$500
ANTHRACITE TROLLEYS INIC
228 POLLOCK DRIVEPITTSTONPA18640NONEPUBLICCHARITABLE$500
BACK MOUNTAIN MEMORIAL LIBRARY
96 HUNTSVILLE ROADDALLASPA19612NONEPUBLICCHARITABLE$1,500
BOLD GOLD BROADCAST AND MEDIA FOUNDATION
575 GROVE STREETHONESDALEPA18431NONEPUBLICCHARITABLE$5,000
BRIAN MUSTO CHARITABLE FOUNDATION
128 WYNCHURCH CIRCLEPITTSTONPA18640NONEPUBLICCHARITABLE$500
CAMP CADET
PO BOX 4005WYOMINGPA18644NONEPUBLICCHARITABLE$250
CARE AND CONCERN GOLF TOURNAMENT
9 NORTH MAIN STREETPITTSTONPA18640NONEPUBLICCHARITABLE$200
CASA OF LUZERNE COUNTY
667 NORTH RIVER STREETPLAINSPA18705NONEPUBLICCHARITABLE$2,500
CATHOLIC YOUTH CENTER GOLF CLASSIC
36 S WASHINGTON STWILKES BARREPA18701NONEPUBLICCHARITABLE$500
CEO WEINBURG NE REGIONAL FOOD BANK
PO BOX 3116SCRANTONPA18505NONEPUBLICCHARITABLE$4,000
CHERRY STREET BIBLE CHURCH
55 CHERRY STREETPLYMOUTHPA18651NONEPUBLICCHARITABLE$200
CHILDREN'S ADVOCACY CENTER NEPA
1710 MULBERRY STREETSCRANTONPA18510NONEPUBLICCHARITABLE$500
CHOP
3401 CIVIC CENTER BLVDPHILADELPHIAPA19104NONEPUBLICCHARITABLE$15
DIOCESE OF SCRANTON
300 WYOMING AVESCRANTONPA18503NONEPUBLICCHARITABLE$2,000
DOMESTIC VIOLENCE SERVICE CENTER
PO BOX 2177WILKES BARREPA18703NONEPUBLICCHARITABLE$250
FM KIRBY CENTER FOR THE PERFORMING ARTS
71 PUBLIC SQUAREWILKES BARREPA18701NONEPUBLICCHARITABLE$5,000
FAMILY SERVICE ASSOCIATION OF NORTHEASTERN PA
31 WEST MARKET STREETWILKES BARREPA18701NONEPUBLICCHARITABLE$100
FLIGHT 93 NATIONAL MEMORIAL
PO BOX 96591WASHINGTONDC96591NONEPUBLICCHARITABLE$500
GETTYSBURG COLLEGE
300 N WASHINGTON STREETGETTYSBURGPA17325NONEPUBLICCHARITABLE$10,000
GREATER WILKES BARRE CHAMBER OF COMMERCE
2 PUBLIC SQUAREWILKES BARREPA18701NONEPUBLICCHARITABLE$3,000
HELPING HANDS SOCIETY
301 ROCKY ROADHAZLETONPA18201NONEPUBLICCHARITABLE$2,500
HERITAGE VALLEY PARTNERS INC
213 SOUTH 7TH AVENUESCRANTONPA18505NONEPUBLICCHARITABLE$1,000
HOMEBUILDERS ASSN OF NEPA
411 MAIN STREETKINGSTONPA18704NONEPUBLICCHARITABLE$500
IMPACT PANTHER ORG
620 MAIN STREETPITTSTONPA18640NONEPUBLICCHARITABLE$200
JUNIOR ACHIEVEMENT OF NEPA
1122 OAK STREETPITTSTONPA18640NONEPUBLICCHARITABLE$200
LCCC ALUMNI ASSOCIATIONS
1333 SOUTH PROSPECT STREETNANTICOKEPA18634NONEPUBLICCHARITABLE$500
LCCC FOUNDATION
1333 SOUTH PROSPECT STREETNANTICOKEPA18634NONEPUBLICCHARITABLE$1,000
LEADERSHIP WILKES BARRE
4 PUBLIC SQUAREWILKES BARREPA18701NONEPUBLICCHARITABLE$250
LUZERNE CO CHILD ADVOCACY CENTER
187 HANOVER STREETWILKES BARREPA18702NONEPUBLICCHARITABLE$2,000
LUZERNE CO HEAD START
23 BEEKMAN STREETWILKES BARREPA18702NONEPUBLICCHARITABLE$250
LUZERNE COUNTY CHILDREN & YOUTH SERVICES
111 NORTH PENNSYLVANIA BOULEVARDWILKES BARREPA18703NONEPUBLICCHARITABLE$1,000
MARYWOOD UNIVERSITY
2300 ADAMS AVENUESCRANTONPA18509NONEPUBLICCHARITABLE$2,500
MATERNAL AND FAMILY HEALTH SERV
15 PUBLIC SQUARE SUITE 600WILKES BARREPA18701NONEPUBLICCHARITABLE$200
MEALS ON WHEELS OF WYOMING VALLEY
MARKET STREET S SPRAGUE AVEKINGSTONPA18704NONEPUBLICCHARITABLE$500
MILES FOR MICHAEL CO LUZERNE FOUNDATION
140 MAIN STREETLUZERNEPA18709NONEPUBLICCHARITABLE$250
NEW VOCATIONS RACEHORSE ADOPTION PGM
719 DOLAN LANELEXINGTONKY40511NONEPUBLICCHARITABLE$100
NORTH BRANCH LAND TRUST
251 HUNTSVILLE- IDETOWN ROADDALLASPA18612NONEPUBLICCHARITABLE$500
NORTHEAST REGIONAL CANCER INSTITUTE
334 JEFFERSON AVESCRANTONPA18510NONEPUBLICCHARITABLE$500
NORTHEAST SIGHT SERVICES
1825 WYOMING AVENUEEXETERPA18643NONEPUBLICCHARITABLE$200
OSTERHOUT FREE LIBRARY
71 S FRANKLIN STREETWILKES BARREPA18701NONEPUBLICCHARITABLE$1,000
PENN STATE DANCE MARATHON
76 UNIVERSITY DRIVEHAZELTONPA18202NONEPUBLICCHARITABLE$100
PENN STATE UNIVERSITY
2583 GAREWAY DRIVE SUITE 130STATE COLLEGEPA16801NONEPUBLICCHARITABLE$6,000
PENN STATE WB ALUMNI
PO BOX PSULEHMANPA18627NONEPUBLICCHARITABLE$250
PLAINS TOWNSHIP POLICE DEPARTMENT
126 N MAIN STREETPLAINSPA18705NONEPUBLICCHARITABLE$100
RONALD MCDONALD HOUSE OF SCRANTON
332 WHEELER AVENUESCRANTONPA18510NONEPUBLICCHARITABLE$500
SAFE
275 MUNDY STREET SUITE 201WILKES BARREPA18702NONEPUBLICCHARITABLE$250
SOCIAL FABRIC COLLECTIVE
312 WYOMING AVENUEWYOMINGPA18644NONEPUBLICCHARITABLE$500
SPECIAL OLYMPICS
PO BOX 3010NORRISTOWNPA19404NONEPUBLICCHARITABLE$50
ST JOHN NEUMANN SOCIETY
400 MILL STREETDUNMOREPA18512NONEPUBLICCHARITABLE$1,000
ST JOSEPHS CENTER
2010 ADAMS AVENUESCRANTONPA18509NONEPUBLICCHARITABLE$1,000
ST VINCENET DE PAUL
369 EAST JACKSON STREETWILKES BARREPA18701NONEPUBLICCHARITABLE$2,000
THE LEGACY FOUNDATION
401 PLYMOUTH ROADPLYMOUTH MEETINGPA19462NONEPUBLICCHARITABLE$500
THE SALVATION ARMY
17 PENNSYLVANIA AVENUEWILKES BARREPA18701NONEPUBLICCHARITABLE$200
TOYS FOR TOTS
18251 QUANTICO GATEWAY DRIVETRIANGLEVA22172NONEPUBLICCHARITABLE$50
UNITED WAY OF WYOMING VALLEY
100 N PENNSYLVANIA AVE 2ND FLWILKES BARREPA18701NONEPUBLICCHARITABLE$500
VOLUNTEERS IN MEDICINE
190 N PENNSYLVANIA AVENUEWILKES BARREPA18702NONEPUBLICCHARITABLE$500
WILKES UNIVERSITY
84 WEST SOUTH STREETWILKES BARREPA18766NONEPUBLICCHARITABLE$400
WILKES-BARRE FAMILY YMCA
40 WEST NORTHAMPTON STREETWILKES BARREPA18702NONEPUBLICCHARITABLE$1,000
WOUNDED WARRIOR PROJECT
PO BOX 758541TOPEKAKS66675NONEPUBLICCHARITABLE$50
WYOMING VALLEY CHILDREN'S ASSOCIATION
1133 WYOMING AVENUEFORTY FORTPA18704NONEPUBLICCHARITABLE$95
WYOMING VALLEY CYC - MARCH MADNESS
36 SOUTH WASHINGTON STREETWILKES BARREPA18701NONEPUBLICCHARITABLE$3,000
WYOMING VALLEY HABITAT FOR HUMANITY
303 MARKET STREETKINGSTONPA18704NONEPUBLICCHARITABLE$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$77,960TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,403ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$34,466ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$12,463ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$49,332ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$49,332TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,080Amt
Net Investment Income$2,080NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE FIXED INCOMEBondNm
EOY Book Value$34,124EOYBookValueAmt
EOYFMV$34,124EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSTOCKSStockNm
EOY Book Value$582,277EOYBookValueAmt
EOYFMV$582,277EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$31,694USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$31,694USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
EFT'S & CEF'SFMV$186,240$186,240
MUTUAL FUNDSFMV$697,388$697,388

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescADJ TO REFLECT SECURITIES AT MKT VALUE AT YEAR ENDDesc
Amt$144,829Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$17,026Amt
Net Investment Income$17,026NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAIDCategoryTxt
Amt$1,368Amt
Net Investment Income$1,368NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt