ROY W PIPER CHARITABLE TR: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ROY W PIPER CHARITABLE TR (EIN 20-7487500)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-13
- IRS object ID
- 201931339349102183
- 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
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-13T13:13:37-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920185356 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOCHEN AND CHASE PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 83 E TIOGA ST STE 2 | AddressLine1Txt |
| City | TUNKHANNOCK | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 186571601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | 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 | 2019-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GORDON W CHASE CPA | PreparerPersonNm |
| PTIN | P01056561 | PTIN |
| Phone | 5708363868 | PhoneNum |
| Preparation | 2019-05-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.229.56.4 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-13 | IPDt |
| IP Tm | 13:13:37 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 509100CFD4291C1BDFEEACB1CF26D41C2BB20E07 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 509100CFD4291C1BDFEEACB1CF26D41C2BB20E07 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,985,460 | 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 | $60,775 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $60,775 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $212,070 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $212,070 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $633,900 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $633,900 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $230,505 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $394,684 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,539,305 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $394,684 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,640 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,640 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,306,069 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,306,069 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $101,628 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $65,628 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $36,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $15,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $15,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $15,483 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $9,774 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $5,709 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $490 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $490 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,783 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,008 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,775 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $37,627 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $37,627 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $416 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $416 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,877 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,939 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,938 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $108,457 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $108,457 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $158,981 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $158,981 | OccupancyNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $1,295 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,295 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $2,076 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $1,528 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $548 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $242,585 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $239,504 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,081 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $697,698 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $630,862 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $66,836 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $685,420 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $685,420 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,383,118 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $630,862 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $752,256 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$77,049 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $675,207 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $229,391 | CashBOYAmt |
| Cash EOY | $182,361 | CashEOYAmt |
| Cash EOYFMV | $182,361 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $540,794 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $565,614 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $565,614 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $17,653 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $30,085 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $3,085 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $12,470,380 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,063,346 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,063,346 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $26 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $103 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $103 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,649,551 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $968,744 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,773,643 | LandBOYAmt |
| Land EOY | $2,680,807 | LandEOYAmt |
| Land EOYFMV | $1,170,951 | LandEOYFMVAmt |
| Total Assets BOY | $16,031,887 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,522,316 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,985,460 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $13,967 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $11,903 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $13,967 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,903 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $3,547,540 | UnrestrictedBOYAmt |
| Unrestricted EOY | $3,447,067 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $12,470,380 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $11,063,346 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,017,920 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,510,413 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,031,887 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,522,316 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,017,920 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$77,049 | ExcessRevenueOverExpensesAmt |
| Subtotal | $15,940,871 | SubtotalAmt |
| Other Decreases | $1,430,458 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,510,413 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $394,684 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $807,622 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $17,059,262 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047342 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $811,106 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $16,183,422 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050120 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $856,238 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $16,876,001 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050737 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $833,845 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $16,875,854 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049411 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $825,706 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $15,938,872 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051805 | DistributionYr5Rt |
| Total Distribution | 0.249415 | TotalDistributionRt |
| Average Distribution | 0.049883 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $17,008,499 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $848,435 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,752 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $855,187 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $752,256 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,504 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $13,504 | SubtotalAmt |
| Tax Based On Investment Income | $13,504 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,280 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $15,280 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,776 | OverpaymentAmt |
| Applied To ES Tax | $1,776 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WILLIAM A PETTY | IndividualWithBooksNm |
| Phone | 5708365454 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 460 | AddressLine1Txt |
| City | TUNKHANNOCK | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18657 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WILLIAM A PETTY | ||||||||
| PO BOX 460 | TUNKHANNOCK | PA | 18657 | MANAGER | 40.00 | $56,628 | $6,420 | $0 |
| THOMAS P TULANEY | ||||||||
| PO BOX 460 | TUNKHANNOCK | PA | 18657 | TRUSTEE | 2.00 | $15,000 | $0 | $0 |
| ROBERT P BROWNING | ||||||||
| PO BOX 460 | TUNKHANNOCK | PA | 18657 | TRUSTEE | 2.00 | $15,000 | $0 | $0 |
| RONALD KUKUCHKA | ||||||||
| PO BOX 460 | TUNKHANNOCK | PA | 18657 | TRUSTEE | 2.00 | $15,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,237,688 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $745,256 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,284,568 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,267,512 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $17,267,512 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $259,013 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,008,499 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $850,425 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $850,425 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,504 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,504 | TotalTaxAmt |
| Distributable Before Adj | $836,921 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $836,921 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $836,921 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $752,256 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $752,256 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $752,256 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $836,921 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $318,776 | UndistributedIncomePYAmt |
| Qualifying Distributions | $752,256 | QualifyingDistributionsAmt |
| Applied To Year1 | $318,776 | AppliedToYear1Amt |
| Applied To Current Year | $433,480 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $403,441 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Shareholder Manager | WILLIAM A PETTY | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WILLIAM A PETTY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 460 | AddressLine1Txt |
| City | TUNKHANNOCK | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18657 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5708363868 | RecipientPhoneNum |
| Form And Info And Materials | FORMAL APPLICATION PROVIDED BY TRUSTEES. APPLICATION SHOULD INCLUDE DESCRIPTION OF INTENT TO MATRICULATE AT A COLLEGE OR UNIVERSITY, CURRENT SCHOOL AND GRADE POINT AVERAGE THOUGH 1ST SEMESTER OF SENIOR YEAR. FINALISTS WILL BE REQUIRED TO PROVIDE SIGNED INCOME TAX RETURNS FOR 2 FISCAL YEARS IMMEDIATELY PRECEDING THE DATE OF APPLICATION FROM EACH APPLICANT, APPLICANT'S PARENT/GUARDIAN. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MARCH 15 OF EACH YEAR. | SubmissionDeadlinesTxt |
| Restrictions On Awards | AWARDS WILL ONLY BE MADE TO APPLICANTS WHO ARE MEMBERS OF A FAMILY WITH A COMBINED HOUSEHOLD INCOME OF LESS THAN 90,000 AND WHO HAVE A CUMULATIVE "C" AVERAGE THROUGH FIRST TERM OF THE STUDENT'S SENIOR YEAR IN HIGH SCHOOL. STUDENTS RESIDING IN WYOMING, LUZERNE AND LACKAWANNA COUNTIES WILL HAVE PREFERENCE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (88 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| VICTIMS RESOURCE CENTER | ||||||||
| 119 WARREN STREET | TUNHANNOCK | PA | 18657 | NONE | PUBLIC | GENERAL GRANT | $2,500 | |
| TUNKHANNOCK BASEBALL ASSOC | ||||||||
| 16 SUNNYSIDE RD | TUNKHANNOCK | PA | 18657 | NONE | N/A | GENERAL GRANT | $1,000 | |
| ANDERSON SIERRA | ||||||||
| 105 SOUTH RIDGE ST | TAYLOR | PA | 18517 | NONE | N/A | COLLEGE SCHOLARSHIP | $1,011 | |
| ARTHUR MADALYN | ||||||||
| 314 ORANGE ST | DALLAS | PA | 18612 | NONE | N/A | COLLEGE SCHOLARSHIP | $6,000 | |
| AZIZI FARAHNAZ | ||||||||
| 1124 COURT STREET | SCRANTON | PA | 18508 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,000 | |
| BESSOIR ABBY | ||||||||
| 1715 ELECTRIC ST | DUNMORE | PA | 18509 | NONE | N/A | COLLEGE SCHOLARSHIP | $6,500 | |
| BETTI JULIA | ||||||||
| 4 MILES AVE | DICKSON CITY | PA | 18447 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,000 | |
| BLACKWELL DAMANI | ||||||||
| R 536 FIG ST | SCRANTON | PA | 18505 | NONE | N/A | COLLEGE SCHOLARSHIP | $12,000 | |
| BLEVINS JAMES | ||||||||
| 100 GRZYBOWSKI ROAD | SCOTT TOWNSHIP | PA | 184477614 | NONE | N/A | COLLEGE SCHOLARSHIP | $3,500 | |
| BRACE BRIELLE | ||||||||
| 444 BRACE RD | DALLAS | PA | 18612 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,000 | |
| BRADY TYLER | ||||||||
| 831 CARMALT ST | DICKSON CITY | PA | 18519 | NONE | N/A | COLLEGE SCHOLARSHIP | $2,602 | |
| BURDA MOLLIE | ||||||||
| 1037 OAK ST | SCRANTON | PA | 18508 | NONE | N/A | COLLEGE SCHOLARSHIP | $12,000 | |
| BUSCHER JEFFERY | ||||||||
| 83 E CENTER HILL RD | DALLAS | PA | 18612 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,000 | |
| CADWALDER BRITTANY | ||||||||
| 830 RAINES ST | SCRANTON | PA | 18509 | NONE | N/A | COLLEGE SCHOLARSHIP | $1,000 | |
| CALLAS DANNIELLE | ||||||||
| 104 SOUTH LOTT RD | MESHOPPEN | PA | 18630 | NONE | N/A | COLLEGE SCHOLARSHIP | $2,966 | |
| CARACHILO CHRISTINA | ||||||||
| 20 REYNOLDS AVE | CARBONDALE | PA | 18407 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,000 | |
| CASTILLO CARLOS | ||||||||
| 62 WEST CHURCH ST | NANTICOKE | PA | 18634 | NONE | N/A | COLLEGE SCHOLARSHIP | $11,000 | |
| CENTRELLA ZACKARY | ||||||||
| 255 FOREST AVE | NEW YORK | NY | 10002 | NONE | N/A | COLLEGE SCHOLARSHIP | $11,209 | |
| CHESNER EMILY | ||||||||
| 428 KERAGE RD | MESHOPPEN | PA | 18630 | NONE | N/A | COLLEGE SCHOLARSHIP | $6,400 | |
| CLARK RACHEL | ||||||||
| 174 CREEK ROAD | FACTORYVILLE | PA | 18419 | NONE | N/A | COLLEGE SCHOLARSHIP | $2,000 | |
| CLEMENT VANESSA | ||||||||
| 1811 ALDER WAY | HAZLE TWP | PA | 18202 | NONE | N/A | COLLEGE SCHOLARSHIP | $15,000 | |
| CONNOR CHRIS | ||||||||
| 1367 POST HILL ROAD | FACTORYVILLE | PA | 18419 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,500 | |
| COOLE DAVID | ||||||||
| 130 WALL LN | MONROE TWP | PA | 18636 | NONE | N/A | COLLEGE SCHOLARSHIP | $12,000 | |
| CORBY REED | ||||||||
| 112 ROGERS LN | TUNKHANNOCK | PA | 18657 | NONE | N/A | COLLEGE SCHOLARSHIP | $15,000 | |
| CRAWFORD MASON | ||||||||
| 822 MANNINGS RD | TUNKHANNOCK | PA | 18657 | NONE | N/A | COLLEGE SCHOLARSHIP | $4,500 | |
| CYWINSKI LOGAN | ||||||||
| 726 POST HILL RD | FALLS | PA | 18615 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,500 | |
| DEATER BRIANNA | ||||||||
| 982 LYNN CEMETERY RD | MESHOPPEN | PA | 18630 | NONE | N/A | COLLEGE SCHOLARSHIP | $3,029 | |
| DOMNICK COLIN | ||||||||
| 54 COLVIN RD | DALTON | PA | 18414 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,000 | |
| DOYLE MOLLY | ||||||||
| 11 BIRCH ST | TUNKHANNOCK | PA | 18657 | NONE | N/A | COLLEGE SCHOLARSHIP | $12,000 | |
| DUGAN MIAH | ||||||||
| 251 FINN RD | FACTORYVILLE | PA | 18419 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,000 | |
| DYMOND MATTHEW | ||||||||
| 30 DYMOND DRIVE | TUNKHANNOCK | PA | 18657 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,000 | |
| EIGHAZAL DANIA | ||||||||
| 223 N SUMNER AVE | SCRANTON | PA | 18504 | NONE | N/A | COLLEGE SCHOLARSHIP | $6,000 | |
| FARRELL HAYLEY | ||||||||
| 62 W OAK ST | PITTSTON | PA | 18640 | NONE | N/A | COLLEGE SCHOLARSHIP | $14,000 | |
| FIELDS LILLIAN | ||||||||
| 52 N MILL ST | NATICOKE | PA | 18634 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,000 | |
| FOX WILLIAM | ||||||||
| 123 LUCKY RUN RD | SCRANTON | PA | 18504 | NONE | N/A | COLLEGE SCHOLARSHIP | $6,127 | |
| FRANKEVICH JOSHUA | ||||||||
| 657 BODLE RD | WYOMING | PA | 18644 | NONE | N/A | COLLEGE SCHOLARSHIP | $4,500 | |
| FREAR SAMANTHA | ||||||||
| 121 CHURCH RD | FACTORYVILLE | PA | 18419 | NONE | N/A | COLLEGE SCHOLARSHIP | $6,000 | |
| GERICHTEN DOUGLAS | ||||||||
| 310 2ND ST | PECKVILLE | PA | 18452 | NONE | N/A | COLLEGE SCHOLARSHIP | $2,121 | |
| GIL JAMARY | ||||||||
| 2 GRAND ST | SCRANTON | PA | 18505 | NONE | N/A | COLLEGE SCHOLARSHIP | $15,000 | |
| GREGORI TIFFANY | ||||||||
| 102 CHURCH ST | EYNON | PA | 18403 | NONE | N/A | COLLEGE SCHOLARSHIP | $4,500 | |
| GULMOHAMMAD NARGES | ||||||||
| 534 ADAMS AVE | SCRANTON | PA | 18510 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,000 | |
| HAND JACOB | ||||||||
| 1226 STRICKLAND HILL RD | SPRINGVILLE | PA | 18844 | NONE | N/A | COLLEGE SCHOLARSHIP | $12,465 | |
| JACKSON CORY | ||||||||
| 227 5TH ST | OLYPHANT | PA | 18447 | NONE | N/A | COLLEGE SCHOLARSHIP | $15,000 | |
| KANE ANNA | ||||||||
| 163 STAPLETON ESTATES | FACTORYVILLE | PA | 18419 | NONE | N/A | COLLEGE SCHOLARSHIP | $6,000 | |
| KINBACK AMANDA | ||||||||
| 18 DONNA DR | FACTORYVILLE | PA | 18419 | NONE | N/A | COLLEGE SCHOLARSHIP | $12,000 | |
| KINDER CHRISTOPHER | ||||||||
| 8663 SR 3004 | SPRINGVILLE | PA | 18844 | NONE | N/A | COLLEGE SCHOLARSHIP | $9,884 | |
| KISBAUGH KAYLEE | ||||||||
| 246 OLD TAVERN RD | HUNLOCK CREEK | PA | 18621 | NONE | N/A | COLLEGE SCHOLARSHIP | $1,336 | |
| KOWALCHIK KALEI | ||||||||
| 915 WARD ST | JESSUP | PA | 18434 | NONE | N/A | COLLEGE SCHOLARSHIP | $1,612 | |
| KRUK KEVIN | ||||||||
| 2037 WAYNE AVE | SCRANTON | PA | 18508 | NONE | N/A | COLLEGE SCHOLARSHIP | $12,000 | |
| LANGAN JAMES | ||||||||
| 93 ANDREA DR | CHESAPEAKE CITY | MD | 21915 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,000 | |
| LEE MIRANDA | ||||||||
| 14 SUSQUEHANNA AVE | TUNKHANNOCK | PA | 18657 | NONE | N/A | COLLEGE SCHOLARSHIP | $15,000 | |
| MACHELL MACKENZIE | ||||||||
| 109 FERN WAY | CLARKS SUMMIT | PA | 18411 | NONE | N/A | COLLEGE SCHOLARSHIP | $12,000 | |
| MATTI TARYN | ||||||||
| 4318 SR 438 | DALTON | PA | 18414 | NONE | N/A | COLLEGE SCHOLARSHIP | $15,000 | |
| MCALEER CATHERINE | ||||||||
| 422 DOUGHERTY RD | MESHOPPEN | PA | 18630 | NONE | N/A | COLLEGE SCHOLARSHIP | $12,000 | |
| MCDONNELL JACOB | ||||||||
| 50 SCOTT ST | KINGSTON | PA | 18704 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,000 | |
| MCDONOUGH KAYLA | ||||||||
| 36 GARFIELD AVE | CARBONDALE | PA | 18407 | NONE | N/A | COLLEGE SCHOLARSHIP | $7,000 | |
| MCGEEHAN MACKENZIE | ||||||||
| 133 N RIVER ST | WILKES BARRE | PA | 18711 | NONE | N/A | COLLEGE SCHOLARSHIP | $12,000 | |
| MCHALE KYLE | ||||||||
| 247 PARRISH STREET | WILKESBARRE | PA | 18702 | NONE | N/A | COLLEGE SCHOLARSHIP | $1,201 | |
| MILLER JAMIE | ||||||||
| 58 COMSTOCK RD | TUNKHANNOCK | PA | 18657 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,227 | |
| MILLER KAYLA | ||||||||
| 303 2ND ST | TOWANDA | PA | 18848 | NONE | N/A | COLLEGE SCHOLARSHIP | $8,791 | APT 1 |
| MURRAY KRISTYN | ||||||||
| 58 COMSTOCK RD | TUNKHANNOCK | PA | 18657 | NONE | N/A | COLLEGE SCHOLARSHIP | $17,288 | |
| MUSTO NOAH | ||||||||
| 277 SHORT HILL DR | CLARKS GREEN | PA | 18411 | NONE | N/A | COLLEGE SCHOLARSHIP | $6,000 | |
| NGUYEN JESSICA | ||||||||
| 39 PENROSE ST | PECKVILLE | PA | 18452 | NONE | N/A | COLLEGE SCHOLARSHIP | $2,500 | |
| NICHOLS GRAEME | ||||||||
| 6 LEE ANN LN | SCOTT TWP | PA | 18447 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,500 | |
| PEOPLES MADISYN | ||||||||
| 2051 N OVERBROOK RD | FACTORYVILLE | PA | 18419 | NONE | N/A | COLLEGE SCHOLARSHIP | $9,000 | |
| PETRO-WESNAK MADISON | ||||||||
| 600 SCHOOL ST | MOOSIC | PA | 18507 | NONE | N/A | COLLEGE SCHOLARSHIP | $4,000 | |
| PETTY LUKE | ||||||||
| 209 VENARD RD | CLARKS GREEN | PA | 18411 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,500 | |
| PIDGEON ANNA | ||||||||
| 603 LINCOLN AVE | JERMYN | PA | 18433 | NONE | N/A | COLLEGE SCHOLARSHIP | $19,922 | |
| POLI CHARLES | ||||||||
| 9 FAIRLAWN DR | HUGHESTOWN | PA | 18640 | NONE | N/A | COLLEGE SCHOLARSHIP | $1,298 | |
| PRICE JONATHAN | ||||||||
| 82 MILL MOUNTAIN RD | DRUMS | PA | 18222 | NONE | N/A | COLLEGE SCHOLARSHIP | $4,012 | |
| PUGLIESE NICHOLAS | ||||||||
| 26 BIRKETT ST | CARBONDALE | PA | 18407 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,500 | |
| QUICK MEGAN | ||||||||
| 89 MAPLE AVE | TUNHANNOCK | PA | 18657 | NONE | N/A | COLLEGE SCHOLARSHIP | $14,000 | |
| REYAN RIERDAN | ||||||||
| 1730 WILLIAMS ROAD | FRIENDSVILLE | PA | 18818 | NONE | N/A | COLLEGE SCHOLARSHIP | $4,175 | |
| RIVERA NADIYAH | ||||||||
| 610 E ELM ST | SCRANTON | PA | 18505 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,000 | |
| ROGERS SOPHIE | ||||||||
| 640 BEECH ST | SCRANTON | PA | 18505 | NONE | N/A | COLLEGE SCHOLARSHIP | $3,500 | |
| SANDERCOCK EVAN | ||||||||
| 225 LILY LAKE ROAD | DALTON | PA | 18414 | NONE | N/A | COLLEGE SCHOLARSHIP | $15,000 | |
| SCARANTINO NATALIYA | ||||||||
| 52 KETCHUM ST | WILKESBARRE | PA | 18702 | NONE | N/A | COLLEGE SCHOLARSHIP | $13,500 | |
| SCHMECKENBECHER OLIVIA | ||||||||
| 23 MORIO DR | TUNKHANNOCK | PA | 18657 | NONE | N/A | COLLEGE SCHOLARSHIP | $11,000 | |
| SEBRING PHOEBE | ||||||||
| 1638 SUMMIT LAKE RD | CLARKS SUMMIT | PA | 18411 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,000 | |
| SEMYON CASSANDRA | ||||||||
| 302 HOLLENBACK ST | MOOSIC | PA | 18507 | NONE | N/A | COLLEGE SCHOLARSHIP | $6,313 | |
| SEPROSKY JORDAN | ||||||||
| 1217 TONWIN ST | ARCHBALD | PA | 18403 | NONE | N/A | COLLEGE SCHOLARSHIP | $9,000 | |
| SHEAN JACK | ||||||||
| 704 N IRVING AVE | SCRANTON | PA | 18510 | NONE | N/A | COLLEGE SCHOLARSHIP | $2,500 | |
| SOLSMAN ALEXANDRA | ||||||||
| 130 SMITH ST | DUNMORE | PA | 18512 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,000 | |
| STRAUCH JANINE | ||||||||
| 11 CONCORD AVE | FACTORYVILLE | PA | 18419 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,000 | |
| TERRINONI MARIA | ||||||||
| 115 CLARK ST | CLARKS GREEN | PA | 18411 | NONE | N/A | COLLEGE SCHOLARSHIP | $4,181 | |
| VANETTEN JENNIFER | ||||||||
| 52 LINABERRY ROAD | MONTROSE | PA | 18801 | NONE | N/A | COLLEGE SCHOLARSHIP | $12,000 | |
| VASKAS ADRIANNA | ||||||||
| 54 MILL CREEK ROAD | STEVENSVILLE | PA | 18845 | NONE | N/A | COLLEGE SCHOLARSHIP | $750 | |
| WILLIAMS MORGANN | ||||||||
| 117 CHURCH ST | TAYLOR | PA | 18517 | NONE | N/A | COLLEGE SCHOLARSHIP | $13,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $685,420 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $60,775 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $212,070 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $230,505 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $238 | ExclusionAmt |
| Related Or Exempt Function Incm | $2,926 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $394,684 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SUB PMT IN LIEU OF DIV OR I | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,476 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $899,748 | ExclusionAmt |
| Related Or Exempt Function Incm | $2,926 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $902,674 | 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 (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SUSQUEHANNA APARTMENTS | $722 | $722 | |
| 5730 INTERCHANGE, LEHIGHTON | $2,986 | $2,986 | |
| 1745 VALLEY RD, MANSFIELD | $525 | $525 | |
| INDIRECT ACCOUNTING FEES | $5,550 | $2,775 | $2,775 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (188 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 | $161,114 | S/L | 27.5000 | $20,244 | $20,244 |
| LAND IMPROVEMENTS-CARRYOVER BASIS | 2010-01-01 | $50,017 | $27,866 | 150DB | 15.0000 | $2,954 | $2,954 |
| FURNISHINGS | 2010-06-15 | $1,868 | $1,868 | 200DB | 5.0000 | ||
| 2 LOTS BY SUSQUEHANNA APTS | 2010-01-01 | $30,000 | |||||
| FURNISHINGS | 2011-03-31 | $407 | $407 | 200DB | 5.0000 | ||
| FURNISHINGS | 2011-04-30 | $1,210 | $1,210 | 200DB | 5.0000 | ||
| FURNISHINGS | 2011-07-31 | $352 | $352 | 200DB | 5.0000 | ||
| FURNISHINGS | 2011-08-31 | $271 | $271 | 200DB | 5.0000 | ||
| FURNISHINGS | 2011-10-31 | $921 | $921 | 200DB | 5.0000 | ||
| FURNISHINGS | 2011-11-30 | $256 | $256 | 200DB | 5.0000 | ||
| NEW FURNACE | 2012-01-31 | $1,694 | $1,694 | 200DB | 5.0000 | ||
| NEW CARPET | 2012-04-30 | $256 | $256 | 200DB | 5.0000 | ||
| REFRIGERATOR | 2012-04-30 | $265 | $265 | 200DB | 5.0000 | ||
| NEW CARPET | 2012-05-31 | $256 | $256 | 200DB | 5.0000 | ||
| REFRIGERATOR | 2012-05-31 | $265 | $265 | 200DB | 5.0000 | ||
| DEHUMIDIFIER | 2012-06-30 | $79 | $79 | 200DB | 5.0000 | ||
| WATER HEATER | 2012-06-30 | $150 | $150 | 200DB | 5.0000 | ||
| NEW CARPET | 2012-06-30 | $575 | $575 | 200DB | 5.0000 | ||
| WATER HEATER | 2012-06-30 | $917 | $917 | 200DB | 5.0000 | ||
| NEW CARPET | 2012-09-30 | $256 | $256 | 200DB | 5.0000 | ||
| 2 OIL TANKS | 2012-12-31 | $609 | $609 | 200DB | 5.0000 | ||
| JOHN DEERE MOWER | 2012-05-13 | $2,226 | $2,226 | 200DB | 5.0000 | ||
| OIL TANKS | 2013-01-31 | $1,001 | $943 | 200DB | 5.0000 | $58 | $58 |
| CARPET | 2013-03-31 | $268 | $253 | 200DB | 5.0000 | $15 | $15 |
| REFRIGERATOR | 2013-04-30 | $276 | $260 | 200DB | 5.0000 | $16 | $16 |
| CARPET | 2013-06-30 | $502 | $473 | 200DB | 5.0000 | $29 | $29 |
| DEHUMIDIFIER | 2013-07-31 | $124 | $117 | 200DB | 5.0000 | $7 | $7 |
| CARPET | 2013-09-30 | $349 | $328 | 200DB | 5.0000 | $21 | $21 |
| WASHER | 2013-10-31 | $359 | $339 | 200DB | 5.0000 | $20 | $20 |
| WATER HEATER | 2013-12-31 | $148 | $140 | 200DB | 5.0000 | $8 | $8 |
| REFRIGERATOR | 2014-02-28 | $596 | $545 | 200DB | 5.0000 | $34 | $34 |
| WATER HEATER | 2014-04-30 | $1,087 | $993 | 200DB | 5.0000 | $63 | $63 |
| CARPET | 2014-05-31 | $368 | $336 | 200DB | 5.0000 | $22 | $22 |
| WATER HEATER | 2014-07-31 | $872 | $797 | 200DB | 5.0000 | $50 | $50 |
| REFRIGERATOR | 2014-08-31 | $252 | $230 | 200DB | 5.0000 | $14 | $14 |
| WATER HEATER | 2014-08-31 | $266 | $243 | 200DB | 5.0000 | $15 | $15 |
| CARPET | 2014-12-31 | $380 | $347 | 200DB | 5.0000 | $22 | $22 |
| CARPET | 2014-07-31 | $354 | $323 | 200DB | 5.0000 | $21 | $21 |
| NEW CARPET | 2015-04-30 | $536 | $459 | 200DB | 5.0000 | $31 | $31 |
| NEW CABINET DRAWERS | 2015-05-31 | $56 | $48 | 200DB | 5.0000 | $3 | $3 |
| NEW CARPET | 2015-07-31 | $708 | $606 | 200DB | 5.0000 | $40 | $40 |
| NEW REFRIGERATOR | 2015-08-31 | $310 | $265 | 200DB | 5.0000 | $18 | $18 |
| PARKING LOT SEALING | 2015-10-31 | $1,845 | $1,135 | 150DB | 15.0000 | $71 | $71 |
| CARPET | 2015-11-30 | $268 | $229 | 200DB | 5.0000 | $16 | $16 |
| CARPET | 2015-12-31 | $401 | $343 | 200DB | 5.0000 | $23 | $23 |
| WASHER & DRYER | 2016-05-09 | $374 | $284 | 200DB | 5.0000 | $36 | $36 |
| WATER HEATER | 2016-05-09 | $883 | $671 | 200DB | 5.0000 | $85 | $85 |
| CARPET CLEANER | 2016-08-03 | $105 | $80 | 200DB | 5.0000 | $10 | $10 |
| CARPET | 2016-12-08 | $354 | $269 | 200DB | 5.0000 | $34 | $34 |
| DRIVEWAY SEALING | 2016-05-25 | $3,073 | $1,759 | 150DB | 15.0000 | $132 | $132 |
| CARPET | 2017-01-12 | $391 | $264 | 200DB | 5.0000 | $51 | $51 |
| TRIMMER | 2017-06-14 | $241 | $151 | 200DB | 5.0000 | $36 | $36 |
| CARPET | 2017-07-08 | $495 | $285 | 200DB | 5.0000 | $84 | $84 |
| 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 | 200DB | 5.0000 | $268 | $268 | |
| CARPET | 2018-04-12 | $354 | 200DB | 5.0000 | $354 | $354 | |
| REFRIGERATOR | 2018-06-05 | $322 | 200DB | 5.0000 | $322 | $322 | |
| RANGE | 2018-06-05 | $285 | 200DB | 5.0000 | $285 | $285 | |
| REFRIGERATOR | 2018-07-10 | $305 | 200DB | 5.0000 | $305 | $305 | |
| CARPET | 2018-07-22 | $288 | 200DB | 5.0000 | $288 | $288 | |
| FURNACE | 2018-03-15 | $1,774 | 200DB | 5.0000 | $1,774 | $1,774 | |
| WASHER & DRYER | 2018-09-17 | $793 | 200DB | 5.0000 | $793 | $793 | |
| SNOW BLOWER | 2018-12-14 | $529 | 200DB | 5.0000 | $529 | $529 | |
| LAND-BASIS FROM ESTATE | 2010-01-01 | $9,100 | |||||
| BUILDING-BASIS FROM ESTATE | 2010-01-01 | $106,139 | $30,717 | S/L | 27.5000 | $3,859 | $3,859 |
| FURNISHINGS | 2010-06-15 | $244 | $244 | 200DB | 5.0000 | ||
| TUB SURROUNDING | 2017-03-30 | $616 | $416 | 200DB | 5.0000 | $80 | $80 |
| CAR PORT | 2018-08-18 | $1,657 | 200DB | 5.0000 | $1,657 | $1,657 | |
| LAND-BASIS FROM ESTATE | 2010-01-01 | $10,000 | |||||
| BUILDING-BASIS FROM ESTATE | 2010-01-01 | $103,680 | $30,023 | S/L | 27.5000 | $3,770 | $3,770 |
| IMPROVEMENTS | 2011-06-15 | $2,383 | $567 | S/L | 27.5000 | $87 | $87 |
| NEW WASHER (10 PA AVE) | 2015-01-05 | $450 | $385 | 200DB | 5.0000 | $26 | $26 |
| USED REFRIGERATOR (12 PA AVE) | 2015-07-15 | $400 | $285 | 200DB | 5.0000 | $46 | $46 |
| OAK FLOORING (12 PA AVE) | 2015-07-28 | $281 | $164 | S/L | 15.0000 | $10 | $10 |
| FLOORING (10 PA AVE) | 2016-04-05 | $432 | $238 | S/L | 15.0000 | $14 | $14 |
| LAND-BASIS FROM ESTATE | 2010-01-01 | $7,700 | |||||
| BUILDING-BASIS FROM ESTATE | 2010-01-01 | $78,102 | $22,602 | S/L | 27.5000 | $2,840 | $2,840 |
| IMPROVEMENTS | 2010-12-01 | $655 | $168 | S/L | 27.5000 | $24 | $24 |
| FURNISHINGS | 2010-10-26 | $1,125 | $1,125 | 200DB | 5.0000 | ||
| NEW SINK, FAUCET (220 MALLERY) | 2015-12-15 | $399 | $342 | 200DB | 5.0000 | $23 | $23 |
| WATER HEATER (220) | 2016-07-20 | $719 | $547 | 200DB | 5.0000 | $69 | $69 |
| PORCH REPAIRS (220) | 2016-06-13 | $381 | $210 | S/L | 15.0000 | $12 | $12 |
| STOVE (222) | 2017-01-14 | $551 | $372 | 200DB | 5.0000 | $72 | $72 |
| REBUILD PORCH (220) | 2017-04-03 | $800 | $417 | S/L | 15.0000 | $26 | $26 |
| ROOF (220) | 2017-09-30 | $2,300 | $2,300 | S/L | 15.0000 | ||
| FOUNDATION (220) | 2017-10-01 | $2,500 | $2,500 | S/L | 15.0000 | ||
| REBUILD PORCH (222) | 2018-06-30 | $406 | 150DB | 15.0000 | $406 | $406 | |
| LAND @ FMV 1/1/10 | 2010-01-01 | $4,400 | |||||
| BUILDING @ FMV 1/1/10 | 2010-01-01 | $105,600 | $30,560 | S/L | 27.5000 | $3,840 | $3,840 |
| IMPROVEMENTS | 2010-11-02 | $248 | $64 | S/L | 27.5000 | $9 | $9 |
| IMPROVEMENTS | 2011-06-15 | $179 | $43 | S/L | 27.5000 | $7 | $7 |
| NEW CARPET | 2012-07-09 | $2,285 | $2,285 | 200DB | 5.0000 | ||
| WASHER & DRYER | 2012-12-14 | $514 | $514 | 200DB | 5.0000 | ||
| RANGE | 2013-03-11 | $514 | $484 | 200DB | 5.0000 | $30 | $30 |
| FURNITURE | 2013-05-12 | $261 | $246 | 200DB | 5.0000 | $15 | $15 |
| STOVE | 2014-01-29 | $503 | $460 | 200DB | 5.0000 | $29 | $29 |
| LAWN MOWER | 2016-09-14 | $180 | $137 | 200DB | 5.0000 | $17 | $17 |
| WATER HEATER | 2016-12-19 | $507 | $386 | 200DB | 5.0000 | $48 | $48 |
| LAND @ FMV 1/1/10 | 2010-01-01 | $8,080 | |||||
| BUILDING @ FMV 1/1/10 | 2010-01-01 | $92,920 | $26,890 | S/L | 27.5000 | $3,379 | $3,379 |
| IMPROVEMENTS | 2010-12-15 | $10,268 | $2,629 | S/L | 27.5000 | $374 | $374 |
| IMPROVEMENTS | 2011-06-15 | $929 | $221 | S/L | 27.5000 | $33 | $33 |
| FURNISHINGS | 2011-06-15 | $1,971 | $1,971 | 200DB | 5.0000 | ||
| FURNACE | 2014-03-13 | $4,639 | $640 | S/L | 27.5000 | $168 | $168 |
| BUILDING IMPROVEMENTS | 2014-11-26 | $6,445 | $3,974 | S/L | 15.0000 | $215 | $215 |
| NEW REFRIGERATOR | 2015-08-31 | $450 | $386 | 200DB | 5.0000 | $26 | $26 |
| NEW CARPET | 2015-09-30 | $2,100 | $1,798 | 200DB | 5.0000 | $121 | $121 |
| SEWER LINE | 2016-05-25 | $591 | $325 | S/L | 15.0000 | $20 | $20 |
| WATER HEATER | 2016-12-15 | $280 | $213 | 200DB | 5.0000 | $27 | $27 |
| WINDOWS (228) | 2017-09-04 | $197 | $101 | S/L | 15.0000 | $6 | $6 |
| RANGE (228) | 2018-06-06 | $477 | 200DB | 5.0000 | $477 | $477 | |
| LAND-BASIS FROM ESTATE | 2010-01-01 | $8,200 | |||||
| BUILDING-BASIS FROM ESTATE | 2010-01-01 | $65,490 | $18,952 | S/L | 27.5000 | $2,381 | $2,381 |
| STOVE | 2014-05-30 | $636 | $581 | 200DB | 5.0000 | $37 | $37 |
| REFRIGERATOR | 2014-05-30 | $584 | $534 | 200DB | 5.0000 | $33 | $33 |
| REFRIGERATOR | 2014-08-12 | $585 | $534 | 200DB | 5.0000 | $34 | $34 |
| STOVE | 2014-08-12 | $460 | $420 | 200DB | 5.0000 | $27 | $27 |
| DISHWASHER | 2014-08-12 | $400 | $365 | 200DB | 5.0000 | $23 | $23 |
| CARPET | 2014-08-19 | $1,100 | $1,005 | 200DB | 5.0000 | $63 | $63 |
| IMPROVEMENTS | 2014-10-03 | $1,092 | $673 | S/L | 15.0000 | $37 | $37 |
| CARPET | 2018-03-12 | $250 | 200DB | 5.0000 | $250 | $250 | |
| LAND-BASIS FROM ESTATE | 2010-01-01 | $100,000 | |||||
| BUILDING-BASIS FROM ESTATE | 2010-01-01 | $200,819 | $40,979 | S/L | 39.0000 | $5,149 | $5,149 |
| IMPROVEMENTS-BARRACKS | 2010-10-15 | $3,032 | $560 | S/L | 39.0000 | $78 | $78 |
| HEAT PUMP | 2010-03-01 | $7,900 | $1,578 | S/L | 39.0000 | $203 | $203 |
| IMPROVEMENTS-BARRACKS | 2011-06-15 | $1,711 | $287 | S/L | 39.0000 | $44 | $44 |
| NEW BASE CABINETS | 2012-10-11 | $508 | $508 | 200DB | 5.0000 | ||
| WATER HEATER | 2013-01-28 | $328 | $309 | 200DB | 5.0000 | $19 | $19 |
| HEATING UNIT | 2013-08-26 | $2,008 | $225 | S/L | 39.0000 | $52 | $52 |
| PARKING LOT PAVING | 2013-05-31 | $32,000 | $12,055 | 150DB | 15.0000 | $1,994 | $1,994 |
| HVAC | 2014-07-30 | $5,185 | $460 | S/L | 39.0000 | $133 | $133 |
| IMPROVEMENTS | 2016-06-26 | $1,145 | $630 | S/L | 15.0000 | $38 | $38 |
| HVAC UNIT | 2017-11-21 | $11,883 | $11,883 | 200DB | 5.0000 | ||
| LAND @ FMV 1/1/10 | 2010-01-01 | $180,090 | |||||
| BUILDING @ FMV 1/1/10 | 2010-01-01 | $486,910 | $99,359 | S/L | 39.0000 | $12,485 | $12,485 |
| IMPROVEMENTS-BARRACKS | 2011-06-15 | $22,681 | $3,804 | S/L | 39.0000 | $582 | $582 |
| NEW HEATING UNIT | 2012-02-29 | $16,880 | $3,606 | S/L | 27.5000 | $614 | $614 |
| RANGE | 2013-09-04 | $480 | $452 | 200DB | 5.0000 | $28 | $28 |
| NEW WATER TREATMENT SYSTEM | 2015-06-29 | $2,942 | $1,716 | S/L | 15.0000 | $98 | $98 |
| PARKING LOT SEALING | 2015-10-20 | $4,943 | $3,041 | 150DB | 15.0000 | $190 | $190 |
| REFRIGERATOR | 2016-08-25 | $505 | $383 | 200DB | 5.0000 | $49 | $49 |
| FLOORING | 2016-01-14 | $335 | $184 | S/L | 15.0000 | $11 | $11 |
| BULLET PROOF GLASS | 2016-01-26 | $2,335 | $1,284 | S/L | 15.0000 | $78 | $78 |
| FLOORING | 2016-04-20 | $2,021 | $1,112 | S/L | 15.0000 | $67 | $67 |
| IMPROVEMENTS | 2016-04-28 | $1,569 | $863 | S/L | 15.0000 | $52 | $52 |
| IMPROVEMENTS | 2016-05-23 | $3,768 | $2,072 | 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 | 200DB | 5.0000 | $1,079 | $1,079 | |
| SEALING | 2018-05-14 | $763 | 150DB | 15.0000 | $763 | $763 | |
| LAND-BASIS FROM ESTATE | 2010-01-01 | $20,800 | |||||
| BUILDING-BASIS FROM ESTATE | 2010-01-01 | $116,023 | $33,576 | S/L | 27.5000 | $4,219 | $4,219 |
| LAND @ FMV 1/1/10 | 2010-01-01 | $84,180 | |||||
| BUILDING @ FMV 1/1/10 | 2010-01-01 | $281,820 | $57,508 | S/L | 39.0000 | $7,226 | $7,226 |
| IMPROVEMENTS-BARRACKS | 2010-09-30 | $3,909 | $730 | S/L | 39.0000 | $101 | $101 |
| FURNISHINGS | 2010-09-15 | $1,557 | $1,557 | 200DB | 5.0000 | ||
| PARKING LOT | 2011-06-02 | $22,550 | $22,550 | 150DB | 15.0000 | ||
| AIR CONDITION UNIT | 2012-08-06 | $3,500 | $3,500 | 200DB | 5.0000 | ||
| CARPET | 2013-12-30 | $600 | $565 | 200DB | 5.0000 | $35 | $35 |
| HEATING UNIT | 2013-06-17 | $2,216 | $258 | S/L | 39.0000 | $57 | $57 |
| HVAC | 2014-07-09 | $4,385 | $2,387 | S/L | 39.0000 | $56 | $56 |
| CARPET | 2014-01-17 | $1,790 | $1,635 | 200DB | 5.0000 | $103 | $103 |
| CARPET | 2014-02-13 | $1,685 | $1,539 | 200DB | 5.0000 | $97 | $97 |
| PARKING AREA | 2014-09-10 | $6,728 | $4,398 | 150DB | 15.0000 | $233 | $233 |
| RESTRIPPING LOT | 2016-04-28 | $550 | $315 | 150DB | 15.0000 | $23 | $23 |
| CARPET | 2017-10-01 | $411 | $411 | 200DB | 5.0000 | ||
| CARPET | 2018-03-12 | $1,697 | 200DB | 5.0000 | $1,697 | $1,697 | |
| SEALING | 2018-05-14 | $2,950 | 150DB | 15.0000 | $2,950 | $2,950 | |
| LAND-BASIS FROM ESTATE | 2010-01-01 | $90,000 | |||||
| BUILDING-BASIS FROM ESTATE | 2010-01-01 | $329,128 | $67,162 | S/L | 39.0000 | $8,439 | $8,439 |
| LAND IMPROVEMENTS | 2010-01-01 | $5,185 | $2,889 | 150DB | 15.0000 | $306 | $306 |
| EQUIPMENT | 2010-01-01 | $21,226 | $21,226 | 200DB | 7.0000 | ||
| CARPET | 2013-05-10 | $1,380 | $1,301 | 200DB | 5.0000 | $79 | $79 |
| WATER HEATER | 2014-01-29 | $315 | $288 | 200DB | 5.0000 | $18 | $18 |
| DUCT WORK | 2015-02-19 | $2,070 | $153 | S/L | 39.0000 | $53 | $53 |
| NEW BASEBOARD HEAT | 2015-03-05 | $1,380 | $99 | S/L | 39.0000 | $35 | $35 |
| NEW CONCRETE POSTS | 2015-06-29 | $161 | $94 | S/L | 15.0000 | $5 | $5 |
| HEATERS | 2016-12-29 | $126 | $96 | 200DB | 5.0000 | $12 | $12 |
| RESTRIPPING LOT | 2016-05-31 | $350 | $200 | 150DB | 15.0000 | $15 | $15 |
| STEEL DOOR | 2018-05-23 | $985 | S/L | 39.0000 | $16 | $16 | |
| JD BACKHOE | 2010-01-01 | $3,050 | $3,050 | 200DB | 7.0000 | ||
| LAND @ FMV 1/1/10 | 2010-01-01 | $38,750 | |||||
| BUILDING @ FMV 1/1/10 | 2010-01-01 | $116,250 | $33,642 | S/L | 27.5000 | $4,227 | $4,227 |
| LAND - BASIS FROM ESTATE | 2010-01-01 | $7,800 | |||||
| GARAGE | 2010-01-01 | $5,310 | $1,084 | S/L | 39.0000 | $136 | $136 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (19 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | BasisBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Gross Sales PriceGrossSalesPriceAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|---|
| JD BACKHOE | 2010-01 | PURCHASE | 2018-06 | $3,050 | $3,050 | ||
| SEE ATTACHMENT D-1 | PURCHASE | $121,952 | $106,917 | -$15,035 | |||
| SEE ATTACHMENT D-1 | PURCHASE | $237,350 | $268,078 | $30,728 | |||
| SEE ATTACHMENT D-2 | PURCHASE | $30,859 | $32,188 | $1,329 | |||
| SEE ATTACHMENT D-2 | PURCHASE | $187,033 | $247,337 | $60,304 | |||
| SEE ATTACHMENT D-3 | PURCHASE | $195,339 | $189,535 | -$5,804 | |||
| SEE ATTACHMENT D-3 | PURCHASE | $203,882 | $349,421 | $145,539 | |||
| SEE ATTACHMENT D-3 | PURCHASE | $3,236 | $4,804 | $1,568 | |||
| SEE ATTACHMENT D-4 | PURCHASE | $593,980 | $714,313 | $120,333 | |||
| SEE ATTACHMENT D-5 | PURCHASE | $1,529 | $1,437 | -$92 | |||
| SEE ATTACHMENT D-5 | PURCHASE | $210,411 | $203,709 | -$6,702 | |||
| SEE ATTACHMENT D-6 | PURCHASE | $77,671 | $78,431 | $760 | |||
| SEE ATTACHMENT D-6 | PURCHASE | $447,009 | $455,079 | $8,070 | |||
| SEE ATTACHMENT D-6 | PURCHASE | $134,196 | $232,426 | $98,230 | |||
| SEE ATTACHMENT D-7 | PURCHASE | $154,704 | $135,136 | -$19,568 | |||
| SEE ATTACHMENT D-7 | PURCHASE | $281,529 | $303,505 | $21,976 | |||
| SEE ATTACHMENT D-8 | PURCHASE | $35,590 | $40,566 | $4,976 | |||
| SEE ATTACHMENT D-8 | PURCHASE | $200,576 | $251,259 | $50,683 | |||
| SEE ATTACHMENT D-9 | PURCHASE | $27,775 | $18,728 | -$9,047 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MERRILL LYNCH 10792 | $2,206,388 | $2,206,388 |
| JACKSON LIFE ANNUITY | $1,750,000 | $1,750,000 |
| MERRILL LYNCH 10497 | $1,642,625 | $1,642,625 |
| MERRILL LYNCH 10793 | $1,318,506 | $1,318,506 |
| MERRILL LYNCH 11080 | $1,533,134 | $1,533,134 |
| MERRILL LYNCH 10499 | $949,895 | $949,895 |
| MERRILL LYNCH 10791 | $983,085 | $983,085 |
| MERRILL LYNCH 10498 | $679,713 | $679,713 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| IGM 2005-2 | $72 | $72 |
| IGM 2005-1 | $11 | $11 |
| IGM 2006-1 | $5 | $5 |
| IGM 2006-2 | $15 | $15 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| BUILDING | $2,754,054 | $773,803 | $1,980,251 | $275,454 |
| LAND IMPROVEMENTS | $133,832 | $88,718 | $45,114 | $133,832 |
| EQUIPMENT & FURNISHINGS | $118,565 | $106,223 | $12,342 | $118,565 |
| LAND | $643,100 | $643,100 | $643,100 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | CategoryTxt |
| Legal Fees | $490 | LegalFeesAmt |
| Disbursements Charitable Prps | $490 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| BOOK V TAX INCOME | $1,476 |
| NON REPORTED LOSS | $24,517 |
| UNREALIZED DEPRECIATION OF MARKET SECURITIES | $1,378,835 |
| FEDERAL INCOME TAX PAYMENTS | $25,630 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (82 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SUSQUEHANNA APARTMENTS | |||
| INSURANCE | $12,991 | $12,991 | |
| REPAIRS & MAINTENANCE | $5,541 | $5,541 | |
| TRASH COLLECTION | $5,494 | $5,494 | |
| GROUND MAINTENANCE | $1,652 | $1,652 | |
| VEHICLE EXPENSE | $1,083 | $1,083 | |
| PEST CONTROL | $884 | $884 | |
| SNOW REMOVAL | $695 | $695 | |
| TENANT FUNCTIONS | $692 | $692 | |
| OFFICE EXPENSE | $690 | $690 | |
| SYSTEM TESTING | $370 | $370 | |
| DUES & DONATION | $25 | $25 | |
| SPECIAL CLEANING | $16 | $16 | |
| 53WYOMINGAVE &55 W HARRISON | |||
| INSURANCE | $1,285 | $1,285 | |
| REPAIRS & MAINTENANCE | $227 | $227 | |
| 10-12 PA AVE,TUNKHANNOCK PA | |||
| INSURANCE | $1,097 | $1,097 | |
| REPAIRS & MAINTENANCE | $436 | $436 | |
| 220-222 NEW MALLERY PL, WB | |||
| INSURANCE | $1,650 | $1,650 | |
| PEST CONTROL | $496 | $496 | |
| REPAIRS & MAINTENANCE | $374 | $374 | |
| RECYCLING FEES | $100 | $100 | |
| RENTAL INSPECTIONS | $75 | $75 | |
| LEVEE FEE | $64 | $64 | |
| 224 NEW MALLERY PL, WB | |||
| INSURANCE | $2,569 | $2,569 | |
| REPAIRS & MAINTENANCE | $586 | $586 | |
| PEST CONTROL | $480 | $480 | |
| RECYCLING FEES | $200 | $200 | |
| RENTAL INSPECTIONS | $200 | $200 | |
| LEVEE FEE | $127 | $127 | |
| GROUND MAINTENANCE | $40 | $40 | |
| 228-230 NEW MALLERY PL WB | |||
| REPAIRS & MAINTENANCE | $3,334 | $3,334 | |
| INSURANCE | $1,857 | $1,857 | |
| PEST CONTROL | $480 | $480 | |
| RECYCLING FEES | $200 | $200 | |
| RENTAL INSPECTIONS | $150 | $150 | |
| LEVEE FEE | $63 | $63 | |
| 35 SECOND STREET, TUNK PA | |||
| INSURANCE | $774 | $774 | |
| REPAIRS & MAINTENANCE | $484 | $484 | |
| 1745 VALLEY RD, MANSFIELD | |||
| REPAIRS & MAINTENANCE | $3,279 | $3,279 | |
| INSURANCE | $2,602 | $2,602 | |
| GROUND MAINTENANCE | $2,305 | $2,305 | |
| 872 SALEM BLVD,SHICKSHINNY | |||
| REPAIRS & MAINTENANCE | $8,829 | $8,829 | |
| INSURANCE | $2,633 | $2,633 | |
| PEST CONTROL | $540 | $540 | |
| WATER TESTING | $42 | $42 | |
| 22 SPRUCE STREET, TUNK PA | |||
| INSURANCE | $731 | $731 | |
| PEST CONTROL | $60 | $60 | |
| RR1 ROUTE 6&PA 220N TOWANDA | |||
| REPAIRS & MAINTENANCE | $7,383 | $7,383 | |
| INSURANCE | $2,862 | $2,862 | |
| PEST CONTROL | $516 | $516 | |
| WATER TESTING | $201 | $201 | |
| SYSTEM TESTING | $115 | $115 | |
| 915 ROUTE 6, TUNKHANNOCK PA | |||
| REPAIRS & MAINTENANCE | $11,129 | $11,129 | |
| INSURANCE | $2,702 | $2,702 | |
| MAT RENTAL | $840 | $840 | |
| PEST CONTROL | $488 | $488 | |
| WATER TESTING | $127 | $127 | |
| SNOW REMOVAL | $45 | $45 | |
| 119 WARREN ST TUNKHANNOCK | |||
| INSURANCE | $870 | $870 | |
| PEST CONTROL | $309 | $309 | |
| 35 WYOMING AVE | |||
| INSURANCE | $191 | $191 | |
| GROUND MAINTENANCE | $110 | $110 | |
| EXPENSES | |||
| MERRILL LYNCH FEES | $132,479 | $132,479 | |
| OFFICE EXPENSE | $4,450 | $2,225 | $2,225 |
| SERVICE CHARGES/FEES - STOCK | $8,164 | $8,164 | |
| INSURANCE | $856 | $856 | |
| GATHERING FEE | $242 | $242 | |
| INTEREST EXPENSE | $4 | $4 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| IGM INCOME | $238 | $238 |
| ROYALTY INCOME | $2,926 | $2,926 |
| SUB PMT IN LIEU OF DIV OR INT | $1,476 | $1,476 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| SECURITY DEPOSITS | $11,170 | $9,790 |
| PAYROLL TAXES | $2,797 | $2,113 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SUSQUEHANNA APARTMENTS | CategoryTxt |
| Amt | $37,627 | Amt |
| Net Investment Income | $37,627 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROPERTY TAX - OFFICE | CategoryTxt |
| Amt | $3,877 | Amt |
| Net Investment Income | $1,939 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,938 | DisbursementsCharitablePrpsAmt |