WALTER L SCHAUTZ FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- WALTER L SCHAUTZ FOUNDATION (EIN 24-6018362)
- Tax period
- 2018-02-01 to 2019-01-31
- Filed
- 2019-05-13
- IRS object ID
- 201941339349100339
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-13T07:11:08-05:00 | ReturnTs |
| Tax Period End | 2019-01-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232535812 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SNYDER & CLEMENTE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 575 PIERCE STREET SUITE 400 | AddressLine1Txt |
| City | KINGSTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18704 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-02-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 246018362 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WALTER L SCHAUTZ FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WALT | BusinessNameControlTxt |
| Phone | 5703441174 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 EAST GROVE STREET | AddressLine1Txt |
| City | SCRANTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18510 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WALTER SCHAUTZ | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5703441174 | PhoneNum |
| Signature | 2019-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID P RUDIS CPA | PreparerPersonNm |
| PTIN | P01201089 | PTIN |
| Phone | 5702886464 | PhoneNum |
| Preparation | 2019-05-01 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 23.174.1.163 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-01 | IPDt |
| IP Tm | 13:58:02 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | AF1B55B7D7806CC8C9BA27D8C1A812993A47C7E7 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | AF1B55B7D7806CC8C9BA27D8C1A812993A47C7E7 | 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 | $7,490,834 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $75,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $43 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $43 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $231,400 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $231,400 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$12,459 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $67,663 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $293,984 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $231,443 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,320 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,160 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,160 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,195 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15,669 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,833 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,836 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $24,184 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,993 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,996 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $356,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $356,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $380,384 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,993 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $367,196 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$86,400 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $220,450 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $300,112 | CashBOYAmt |
| Cash EOY | $35,054 | CashEOYAmt |
| Cash EOYFMV | $35,054 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,034 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,672 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,672 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,504,584 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,682,604 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,450,108 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,809,730 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,723,330 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,490,834 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $4,809,730 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,723,330 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,809,730 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,723,330 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,809,730 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,723,330 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,809,730 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$86,400 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,723,330 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,723,330 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 1157 SHARES BRITISH AMERICAN TOCACCO | PropertyDesc |
| Acquired | 2017-07-17 | AcquiredDt |
| Sold | 2018-04-13 | SoldDt |
| Gross Sales Price | $67,663 | GrossSalesPriceAmt |
| Cost Or Other Basis | $80,122 | CostOrOtherBasisAmt |
| Gain Or Loss | -$12,459 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$12,459 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$12,459 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $598,797 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,221,626 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.082917 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $335,771 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,442,688 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052117 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $322,912 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,597,431 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048945 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $340,469 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,885,741 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049446 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $303,068 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,215,892 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048757 | DistributionYr5Rt |
| Total Distribution | 0.282182 | TotalDistributionRt |
| Average Distribution | 0.056436 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,112,583 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $401,406 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,205 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $403,611 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $367,196 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,409 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,409 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,409 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,400 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $9 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JOHN CHERB | IndividualWithBooksNm |
| Phone | 7173441174 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 EAST GROVE STREET | AddressLine1Txt |
| City | SCRANTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18510 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WALTER SCHAUTZ | ||||||||
| 150 EAST GROVE STREET | SCRANTON | PA | 18510 | PRESIDENT/TREASURER | 0.00 | $0 | $0 | $0 |
| DEBORAH RABAN | ||||||||
| 150 EAST GROVE STREET | SCRANTON | PA | 18510 | SECRETARY | 0.00 | $0 | $0 | $0 |
| JOHN CHERB CPA | ||||||||
| 435 CENTER AVENUE | JIM THORPE | PA | 18229 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,132,149 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $88,747 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,220,896 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,220,896 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $108,313 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,112,583 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $355,629 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $355,629 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,409 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,409 | TotalTaxAmt |
| Distributable Before Adj | $351,220 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $351,220 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $351,220 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $367,196 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $367,196 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $367,196 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $351,220 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $6,667 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $26,231 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $248,789 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $281,687 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $367,196 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $351,220 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $15,976 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $297,663 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $297,663 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $6,667 | ExcessFromYear4Amt |
| Excess From Year2 | $26,231 | ExcessFromYear2Amt |
| Excess From Year1 | $248,789 | ExcessFromYear1Amt |
| Excess From Current Year | $15,976 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WALTER L SCHAUTZ | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 EAST GROVE STREET | AddressLine1Txt |
| City | SCRANTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18510 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5703441174 | RecipientPhoneNum |
| Form And Info And Materials | ORGANIZATION SUBMITTING APPLICATIONS FOR CONTRIBUTIONS MUST ALSO SUBMIT EVIDENCE FROM THE IRS THAT IT IS A 501 (C) (3) ORGANIZATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (67 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALLIED SERVICES | ||||||
| 100 ABINGTON EXECUTIVE PARK | CLARKS SUMMIT | PA | 18411 | EOF | MEDICAL REHABILITATION EQUIPMENT | $4,000 |
| AMERICAN RED CROSS | ||||||
| 545 JEFFERSON AVE | SCRANTON | PA | 18510 | EOF | DISASTER RELIEF | $25,000 |
| ASPCA | ||||||
| 424 EAST 92ND STREET | NEW YORK | NY | 10128 | EOF | ANIMAL WELFARE | $500 |
| BOYS AND GIRLS CLUB OF SCRANTON | ||||||
| 609 ASH STREET | SCRANTON | PA | 18510 | EOF | 2018 ONE CAMP, CHAMPION YOUTH SUMMER PROGRAM, AFTER SCHOOL PROGRAM | $16,000 |
| BREAD BASKET | ||||||
| 550 MADISON AVE | SCRANTON | PA | 18510 | EOF | FOOD FOR THE NEEDY | $8,000 |
| CATHERINE MCAULEY CENTER | ||||||
| 430 PITTSTON AVE | SCRANTON | PA | 18505 | EOF | HELPING HOMELESS WOMEN AND CHILDREN | $2,000 |
| CENTURY CLUB | ||||||
| 612 JEFFERSON AVE | SCRANTON | PA | 18510 | EOF | NURSING SCHOLARSHIPS | $2,000 |
| CHILDREN'S ADVOCACY CENTER | ||||||
| 1710 MULBERRY STREET | SCRANTON | PA | 18510 | EOF | EXPENSES FOR THE CENTER | $3,000 |
| COMMUNITY LIBRARY OF LAKE AND SALEM TOWNSHIPS | ||||||
| 518 EASTON TURNPIKE | HAMLIN | PA | 18427 | EOF | SHELVING | $3,000 |
| COMMUNITY FOUNDATION OF THE ENDLESS MOUNTAINS | ||||||
| 270 LAKE AVE | MONTROSE | PA | 18801 | EOF | CAMP ARCHBALD | $500 |
| CONVENANT PRESBYTERIAN CHURCH INFANT CARE | ||||||
| 550 MADISON AVE | SCRANTON | PA | 18510 | EOF | INFANT CARE | $7,500 |
| DOCTORS WITHOUT BORDERS | ||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | EOF | MEDICAL SUPPLIES | $1,000 |
| EASTER SEALS | ||||||
| PO BOX 3241 | SCRANTON | PA | 18505 | EOF | ANNUAL CAMPAIGN | $3,000 |
| ECTMA | ||||||
| PO BOX 20019 | SCRANTON | PA | 18502 | EOF | GENERAL FUND | $500 |
| EOTC | ||||||
| 431 N 7TH AVE | SCRANTON | PA | 18503 | EOF | 2018 ANNUAL APPEAL | $2,000 |
| EVERHART MUSEUM | ||||||
| 1901 MULBERRY STREET | SCRANTON | PA | 18510 | EOF | CURATOR'S CIRCLE | $4,000 |
| FRIENDS WITH PAWS RESCUE | ||||||
| 1443 SANDERSON AVE | SCRANTON | PA | 18509 | EOF | VET CARE AND FOOD | $3,000 |
| FRIENDS OF THE POOR | ||||||
| 2300 ADAMS AVE | SCRANTON | PA | 18509 | EOF | FOOD FOR THE NEEDY AND GENERAL EXPENSES | $10,000 |
| FRIENDSHIP HOUSE | ||||||
| 1509 MAPLE STREET | SCRANTON | PA | 18505 | EOF | AUTISM PROGRAM | $1,000 |
| GEISINGER HEALTH SYSTEM FUND | ||||||
| 100 N ACADEMY AVE | DANVILLE | PA | 17822 | EOF | CHILD LIFE PROGRAM | $2,000 |
| GOODWILL INDUSTRIES | ||||||
| 925 PROSPECT AVE | SCRANTON | PA | 18505 | EOF | GENERAL EXPENSES | $2,000 |
| GREATER SCRANTON YMCA | ||||||
| 706 N BLAKELY STREET | DUNMORE | PA | 18512 | EOF | ANNUAL CAMPAIGN, SUMMER CAMP, CAPITAL CAMPAIGN FUND | $30,000 |
| GRIFFIN POND ANIMAL SHELTER | ||||||
| 967 GRIFFIN POND ROAD | S ABINGTON TWP | PA | 18411 | EOF | VET CARE AND FOOD | $3,000 |
| HONESDALE LIONS CLUB | ||||||
| 426 MAIN STREET | HONESDALE | PA | 18431 | EOF | BONANZA BANQUET AND FUNDRAISER | $200 |
| INDIVIDUAL ABILITIES IN MOTION | ||||||
| 105 VOSBERG LANE | CLARKS GREEN | PA | 18411 | EOF | HELP INDIVIDUALS WITH SPINAL CORD INJURIES | $3,000 |
| JEWISH HOME OF EASTERN PA | ||||||
| 1101 VINE STREET | SCRANTON | PA | 18510 | EOF | SERVICE FOR THE AGING | $3,000 |
| KEYSTONE COLLEGE | ||||||
| ONE COLLEGE GREEN | LA PLUME | PA | 18440 | EOF | SCHOLARSHIP FUND | $2,500 |
| LACKAWANNA BLIND ASSOCIATION | ||||||
| 228 ADAMS AVENUE | SCRANTON | PA | 18503 | EOF | CLIENT SUPPORT SERVICES | $15,000 |
| LACKAWANNA COUNTY LIBRARY SYSTEMS | ||||||
| 502 VINE STREET | SCRANTON | PA | 18509 | EOF | LECTURE SERIES | $5,000 |
| LACKAWANNA HISTORICAL SOCIETY | ||||||
| 232 MONROE AVE | SCRANTON | PA | 18510 | EOF | BUILDING REPAIRS | $1,500 |
| LAKE ARIEL UNITED METHODIST CHURCH | ||||||
| 79 LAKELAND DRIVE | LAKE ARIEL | PA | 18436 | EOF | GENERAL EXPENSES | $500 |
| LAKE ARIEL FIRE DEPARTMENT | ||||||
| 798 GOOSE POND ROAD | LAKE ARIEL | PA | 18436 | EOF | EQUIPMENT | $1,000 |
| MARYWOOD UNIVERSITY | ||||||
| 2300 ADAMS AVE | SCRANTON | PA | 18509 | EOF | ANNUAL CAMPAIGN | $3,000 |
| MASONIC CHARITIES OF THE RW GRAND LODGE | ||||||
| ONE MASONIC DRIVE | ELIZABETHTOWN | PA | 17022 | EOF | MASONIC CHARITIES FUND | $2,000 |
| MEALS ON WHEELS | ||||||
| 541 WYMONG AVENUE | SCRANTON | PA | 18509 | EOF | MEALS FOR THE NEEDY | $20,000 |
| MERCY SHIPS | ||||||
| PO BOX 2020 | GARDEN VALLEY | TX | 75771 | EOF | MEDICAL SUPPLIES | $1,000 |
| MOSTLY OPERA | ||||||
| 142 N WASHINGTON AVENUE | SCRANTON | PA | 18503 | EOF | GENERAL EXPENSES | $1,000 |
| NATIVITY MIGUEL SCHOOL | ||||||
| 1 KNOX ROAD | SCRANTON | PA | 18505 | EOF | EDUCATION FOR LOW INCOME CHILDREN | $5,000 |
| NEPA PHILHARMONIC | ||||||
| 195 HANOVER STREET | WILKES BARRE | PA | 18702 | EOF | 2018-2019 CAMPAIGN | $4,000 |
| NORTHEAST REGIONAL CANCER | ||||||
| 334 JEFFERSON AVE | SCRANTON | PA | 18510 | EOF | SCREENING | $2,000 |
| PENN STATE UNIVERSITY SCRANTON CAMPUS | ||||||
| 120 RIDGE VIEW DRIVE | DUNMORE | PA | 18512 | EOF | SCHOLARSHIP FUND | $5,000 |
| PETALS FOR GOODNESS SAKE | ||||||
| 119 ELECTRIC STREET | CLARKS SUMMIT | PA | 18411 | EOF | GREENHOUSE PROJECT | $2,000 |
| RONALD MCDONALD HOUSE | ||||||
| 332 WHEELER AVENUE | SCRANTON | PA | 18510 | EOF | OPERATION AND CORE PROGRAMS | $5,000 |
| SALEM COMMUNITY CHURCH | ||||||
| PO BOX 126 | HAMLIN | PA | 18427 | EOF | WINDOW GLAZING AND ROOF REPAIR | $2,000 |
| SALVATION ARMY OF SCRANTON | ||||||
| 500 S WASHINGTON AVENUE | SCRANTON | PA | 18505 | EOF | DISASTER RELIEF | $15,000 |
| ST FRANCIS OF ASSISI KITCHEN | ||||||
| 500 PENN AVENUE | SCRANTON | PA | 18509 | EOF | FOOD FOR NEEDY AND HOST FOR A DAY | $3,000 |
| ST MARY'S VILLA RESIDENCE | ||||||
| ONE PIONEER PLACE | ELMHURST | PA | 18444 | EOF | CARE FOR ELDERLY | $3,000 |
| ST MARY'S VISITATION CHURCH | ||||||
| 1090 CARMALT STREET | DICKSON CITY | PA | 18519 | EOF | CHURCH PROJECTS AND SPECIAL NEEDS | $7,000 |
| ST JOHN'S EVANGELICAL LUTHERIAN CHURCH | ||||||
| 435 CENTER AVENUE | JIM THORPE | PA | 18229 | EOF | FOOD BANK AND FUEL ASSISTANCE | $8,000 |
| ST JOSEPH CENTER | ||||||
| 2010 ADAMS AVENUE | SCRANTON | PA | 18509 | EOF | MEDICAL EQUIPMENT | $2,000 |
| ST VLADIMIR'S CHURCH | ||||||
| 430 N SEVENTH AVENUE | SCRANTON | PA | 18503 | EOF | COPY MACHINE | $3,000 |
| SCRANTON CULTURAL CENTER | ||||||
| 420 N WASHINGTON AVENUE | SCRANTON | PA | 18503 | EOF | ANNUAL CAMPAIGN AND YOUTH THEATER PROGRAM | $6,000 |
| SCRANTON LACKAWANNA HUMAN DEVELOPMENT AGENCY | ||||||
| 321 SPRUCE STREET | SCRANTON | PA | 18503 | EOF | WEATHERIZATION PROGRAM AND WINTER COATS | $6,000 |
| SCRANTON PREPARATORY SCHOOL | ||||||
| 1000 WYOMING AVENUE | SCRANTON | PA | 18509 | EOF | SUMMER SERVICE PROGRAM | $5,000 |
| SERVING SENIORS INC | ||||||
| 538 SPRUCE STREET SUITE 408 | SCRANTON | PA | 18503 | EOF | COMMUNITY TRANSPORT PROGRAM | $5,000 |
| SHRINERS HOSPITAL FOR CHILDREN | ||||||
| 2425 STOCKTON BLVD | SACRAMENTO | CA | 95817 | EOF | HELPING THE CHILDREN | $500 |
| TELESPOND SENIOR SERVICES | ||||||
| 1200 SAGINAW STREET | SCRANTON | PA | 18505 | EOF | TRANSPORTATION FOR SENIORS | $3,000 |
| THE ARC OF NORTHEASTERN PENNSYLVANIA | ||||||
| 115 MEADOW AVENUE | SCRANTON | PA | 18505 | EOF | CHILDREN PROGRAM | $2,500 |
| UNITED NEIGHBORHOOD CENTER OF NEPA | ||||||
| 777 KEYSTONE INDUSTRIAL PARK | THROOP | PA | 18512 | EOF | PROGRAM HOPE COMMUNITY AND SERVICE FOR SENIORS | $12,000 |
| UNITED CEREBAL PALSY OF NEPA | ||||||
| 425 WYOMING AVENUE | SCRANTON | PA | 18503 | EOF | HELP PEOPLE WITH DISABILITIES | $2,000 |
| UNITED WAY OF LACAKWANNA COUNTY | ||||||
| 615 JEFFERSON AVENUE | SCRANTON | PA | 18501 | EOF | FUEL ASSISTANCE AND ANNUAL CAMPAIGN | $40,000 |
| UNIVERSITY OF SCRANTON | ||||||
| 800 LINDEN STREET | SCRANTON | PA | 18510 | EOF | LEAHY CLINIC | $5,000 |
| WVIA PUBLIC MEDIA | ||||||
| 100 WVIA WAY | PITTSTON | PA | 18640 | EOF | GENERAL OPERATING EXPENSES FOR RADIO AND TV | $4,000 |
| VOLUNTARY ACTION CENTER | ||||||
| 829 JEFFERSON AVENUE | SCRANTON | PA | 18510 | EOF | CHRISTMAS HOLIDAY BUREAU | $500 |
| WAVERLY COMMUNITY HOUSE | ||||||
| PO BOX 142 | WAVERLY | PA | 18471 | EOF | SUMMER CAMP | $3,000 |
| WOMEN'S RESOURCE CENTER | ||||||
| PO BOX 975 | SCRANTON | PA | 18501 | EOF | ANNUAL CAMPAIGN | $2,000 |
| WYOMING SEMINARY | ||||||
| 201 N SPRAGUE AVENUE | KINGSTON | PA | 18704 | EOF | SCHOLARSHIP FUND | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $356,200 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $43 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $231,400 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$12,459 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $218,984 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $218,984 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | WALTER L SCHAUTZ | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 EAST GROVE STREET | AddressLine1Txt |
| City | SCRANTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18510 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $75,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,320 | Amt |
| Net Investment Income | $3,160 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,160 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK | StockNm |
| EOY Book Value | $4,682,604 | EOYBookValueAmt |
| EOYFMV | $7,450,108 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSES | $389 | $194 | $195 |
| ADMINISTRATIVE EXPENSES | $7,759 | $3,879 | $3,880 |
| BANK FEES | $7,521 | $3,760 | $3,761 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $2,195 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |