THE LUZERNE FOUNDATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE LUZERNE FOUNDATION (EIN 23-2765498)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-06
- IRS object ID
- 202512799349300406
- Schema version
- 2024v5.2
- 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
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-06T06:00:05-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1570 FRUITVILLE PIKE SUITE 400 | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232765498 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LUZERNE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LUZE | BusinessNameControlTxt |
| Phone | 5708222065 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 34 SOUTH RIVER STREET | AddressLine1Txt |
| City | WILKESBARRE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18702 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | C DAVID PEDRI | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 5708222065 | PhoneNum |
| Signature | 2025-10-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KERRI N BOGDA | PreparerPersonNm |
| PTIN | P00760402 | PTIN |
| Phone | 7177404863 | PhoneNum |
| Preparation | 2025-10-02 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | C DAVID PEDRI | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 34 SOUTH RIVER STREET | AddressLine1Txt |
| City | WILKESBARRE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18702 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $40,772,300 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LUZFDN.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1994 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | RAISES CONTRIBUTIONS FROM THE COMMUNITY TO SUPPORT CHARITABLE AND EDUCATIONAL ACTIVITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 8 | TotalEmployeeCnt |
| Total Volunteers | 30 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,228,010 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,322,614 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,489,828 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,827,260 | CYInvestmentIncomeAmt |
| PY Other Revenue | $386,139 | PYOtherRevenueAmt |
| CY Other Revenue | $294,129 | CYOtherRevenueAmt |
| PY Total Revenue | $7,103,977 | PYTotalRevenueAmt |
| CY Total Revenue | $7,444,003 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,238,646 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,167,265 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $661,841 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $740,632 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,368,531 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,308,158 | PYOtherExpensesAmt |
| CY Other Expenses | $1,636,102 | CYOtherExpensesAmt |
| PY Total Expenses | $6,208,645 | PYTotalExpensesAmt |
| CY Total Expenses | $6,543,999 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $895,332 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $900,004 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $67,693,225 | TotalAssetsBOYAmt |
| Total Assets EOY | $74,484,995 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $10,773,352 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,516,745 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $56,919,873 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $62,968,250 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE LUZERNE FOUNDATION (THE FOUNDATION) IS A COMMUNITY FOUNDATION RECOGNIZED AS A PENNSYLVANIA NON-PROFIT, NON-STOCK CORPORATION THAT HAS BEEN RECOGNIZED BY THE IRS AS A TAX-EXEMPT PUBLIC CHARITY, BY REASON OF BEING AN ORGANIZATION THAT EXISTS TO MAKE OUR REGION A BETTER PLACE TO LIVE, WORK, AND PLAY. THROUGH THE GENEROSITY OF OUR DONORS, THE FOUNDATION SUPPORTS SEVEN KEY AREAS THAT TOGETHER CONSTITUTE A HEALTHY AND SUSTAINABLE COMMUNITY INCLUDING SOCIAL SERVICES, EDUCATION AND SCHOLARSHIP, ARTS AND CULTURE, NEIGHBORHOODS AND COMMUNITY DEVELOPMENT, YOUTH ISSUES, HISTORIC PRESERVATION AND THE ENVIRONMENT, AND HEALTH AND WELLNESS. THE LUZERNE FOUNDATION IS PRIVILEGED TO FACILITATE THE PHILANTHROPY OF VERY SPECIAL PEOPLE WHO UNDERSTAND THAT QUALITY OF LIFE REQUIRES "GIVING BACK" SO OTHERS MIGHT REALIZE THE BEAUTY OF OUR AREA, HAVE ACCESS TO THE ARTS, EDUCATION, HEALTHCARE, AND ENJOY SAFE NEIGHBORHOODS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,403,711 | ExpenseAmt |
| Grant | $4,167,265 | GrantAmt |
| Desc | THE LUZERNE FOUNDATION IS A COMMUNITY FOUNDATION SERVING ALL OF LUZERNE COUNTY, PENNSYLVANIA. WE PROMOTE PHILANTHROPY AND SERVE AS STEWARDS OF THE RESOURCES OUR DONORS INVEST THROUGH US TO SUPPORT THE COMMUNITY PROGRAMS THEY FUND. WE CREATE AND MANAGE FUNDS THROUGH PHILANTHROPIC SUPPORT BY AREA DONORS THAT MEET EMERGING COMMUNITY NEEDS AND WILL CONTINUE TO ADDRESS THOSE NEEDS THROUGH FUTURE GENERATIONS. THE LUZERNE FOUNDATION'S MISSION IS TO ENHANCE THE LIVES OF LUZERNE COUNTY RESIDENTS BY EVALUATING AND ADDRESSING COMMUNITY NEEDS THROUGH STRATEGIC GRANTMAKING, PROMOTING RESPONSIBLE PHILANTHROPY, AND CONNECTING DONORS TO CAUSES THAT MATTER TO THEM. TO FULFILL OUR MISSION, WE... ENCOURAGE DONORS TO MAKE EFFECTIVE CHARITABLE DECISIONS THROUGH OUR DONOR-CENTRIC APPROACH TO PHILANTHROPY.GROW THE FOUNDATION'S UNRESTRICTED ASSETS TO PROVIDE FOR DIVERSE COMMUNITY NEEDS FOR FUTURE GENERATIONS. LISTEN TO THE NEEDS OF OUR DONORS, NONPROFITS, AND OUR COMMUNITY AS A WHOLE. COLLABORATE TO SUPPORT CREATIVE SOLUTIONS TO BUILD CAPACITY IN OUR NONPROFITS AND WORK CLOSELY WITH PROFESSIONAL ADVISORS, OTHER NONPROFITS, AND COMMUNITY LEADERS. SUPPORTING KEY COMMUNITY AREASTHROUGH AN INCLUSIVE STRATEGIC INITIATIVE, WE IDENTIFIED SEVEN SPECIFIC AREAS OF SUPPORT THAT OUR COMMUNITY FOUNDATION IS FOCUSED ON TO MEET AND IMPROVE OUR MISSION OF ENSURING A HEALTHY AND SUSTAINABLE COMMUNITY. THOSE SEVEN CRITICAL AREAS OF CONCENTRATION INCLUDE SOCIAL SERVICES, EDUCATION AND SCHOLARSHIPS, ARTS AND CULTURE, NEIGHBORHOODS AND COMMUNITY DEVELOPMENT, YOUTH ISSUES, HISTORIC PRESERVATION AND THE ENVIRONMENT, AND HEALTH AND WELLNESS. WE ACCOMPLISH THIS MISSION BY ASSISTING DONORS OF ALL SIZES TO CREATE AND ENDOW VARIOUS FUNDS. THESE FUND TYPES INCLUDE UNRESTRICTED, DONOR-ADVISED, FIELD OF INTEREST, DESIGNATED, SCHOLARSHIP, AND ORGANIZATIONAL ENDOWMENTS. BY WORKING WITH INDIVIDUALS, FAMILIES, COMPANIES, NONPROFITS, PROFESSIONAL ADVISORS, AND OTHER FOUNDATIONS, WE CONVEY INFORMATION ABOUT EXISTING FUNDS AND LOCAL NONPROFITS AND PROVIDE OPTIONS FOR DONORS. WE OFFER A FLEXIBLE FUND MODEL THAT CREATES CUSTOMIZED OPTIONS FOR EACH DONOR'S CHARITABLE INTENTIONS.SCHEDULE I LISTS GRANTS AWARDED DURING THE CURRENT YEAR. EDUCATION AND RESOURCESWE BELIEVE EDUCATION IS A KEY TO GROWING PHILANTHROPY IN OUR COMMUNITIES AND CONTINUED SUPPORT OF OUR COMMUNITY FOUNDATION. WE PROVIDE EDUCATIONAL SEMINARS TO ASSIST CURRENT AND POTENTIAL DONORS IN UNDERSTANDING AND APPLYING THE BENEFITS OF DONATIONS THROUGH OUR ORGANIZATION AND IN MATCHING THEIR INTERESTS TO THE NEEDS OF OUR COMMUNITY. WE CONVEY THE LATEST AND MOST IMPORTANT INFORMATION ABOUT TRENDS AND LEGISLATION TO INTERESTED INDIVIDUALS AND ORGANIZATIONS. THROUGH OUR COLLABORATION WITH THE NONPROFIT & COMMUNITY ASSISTANCE CENTER (NCAC) AND THE NORTHEASTERN PENNSYLVANIA CHAPTER OF THE ASSOCIATION OF FUNDRAISING PROFESSIONALS (AFP), WE HAVE ACCESS TO AND PROVIDE DISSEMINATION OF THE RECOMMENDATIONS AND BEST PRACTICES IN THE INDUSTRY. ADDITIONALLY, WE HAVE KNOWLEDGEABLE AND PROFESSIONAL STAFF WHO ARE ABLE AND WILLING TO PROVIDE PHILANTHROPIC ASSISTANCE AND GUIDANCE TO INDIVIDUALS AND ORGANIZATIONS IN OUR AREA. OUR STAFF'S TRAINING AND REGIONAL AND NATIONAL RESOURCES ARE AVAILABLE TO ENSURE THE MOST HELPFUL INFORMATION IS AT HAND. CONVERSATIONS AND COLLABORATIONSA KEY ELEMENT TO ACCOMPLISHING THE MISSION OF THE LUZERNE FOUNDATION IS COLLABORATION TO SUPPORT CREATIVE SOLUTIONS TO BUILD CAPACITY IN OUR NONPROFITS AND WORK CLOSELY WITH PROFESSIONAL ADVISORS, OTHER NONPROFITS, AND COMMUNITY LEADERS. OUR FOUNDATION HAS A PROUD HISTORY OF FUNCTIONING AS A CATALYST TO CONVENE DIVERSE GROUPS IN IDENTIFYING AND MEETING COMMUNITY NEEDS THROUGH DIRECTED GIVING. OUR FOCUS ON ENCOURAGING DONORS TO MAKE EFFECTIVE CHARITABLE DECISIONS THROUGH OUR DONOR-CENTRIC APPROACH TO PHILANTHROPY, COMBINED WITH OUR ABILITY TO LISTEN TO THE NEEDS OF DONORS, NONPROFITS, AND COMMUNITY LEADERS AND SUPPORTERS, LEVERAGES THOSE CONVERSATIONS AND PARTNERSHIPS FOR COMMUNITY BETTERMENT. HERE FOR GOOD WE ARE "HERE FOR GOOD." THE LUZERNE FOUNDATION, ESTABLISHED IN 1994, HELPS PEOPLE CREATE FUNDS TO DO GOOD FOR TODAY AND GOOD THAT LASTS FOR TOMORROW. THE LUZERNE FOUNDATION MANAGES OVER 400 FUNDS, OF WHICH NO TWO ARE EXACTLY ALIKE. THE FOUNDATION HAS DISTRIBUTED MORE THAN $179M IN GRANTS SINCE ITS INCEPTION TO MEET COMMUNITY CHALLENGES LOCALLY AND GLOBALLY. WITH OVER $60 MILLION IN ASSETS, THE FOUNDATION IS A POSITIVE FORCE FOR GOOD IN OUR COMMUNITIES. WE MAKE IT EASY FOR DONORS TO FIND INFORMATION ABOUT LOCAL NONPROFITS THAT ALIGN WITH CHARITABLE GIVING GOALS AND SUPPLY INFORMATION ABOUT STARTING THEIR FUND WITHIN THE FOUNDATION. WE ARE HERE FOR GOOD TO GROW THE FOUNDATION'S UNRESTRICTED ASSETS TO PROVIDE FOR DIVERSE COMMUNITY NEEDS FOR GENERATIONS TO COME. | Desc |
| Total Program Service Expenses | $4,403,711 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 11 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 8 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | C DAVID PEDRI PRESIDENT CEO | PersonNm |
| Phone | 5708222065 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 34 SOUTH RIVER STREET | AddressLine1Txt |
| City | WILKESBARRE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18702 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| TARA MUGFORD WILSON | |||||||
| BOARD CHAIRPERSON | 0.10 | 0.10 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOHN DOWD | |||||||
| IMMEDIATE PAST CHAIR | 0.10 | 0.10 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| THOMAS MACNEELY | |||||||
| VICE CHAIRMAN | 0.10 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ROBERT GILL | |||||||
| TREASURER | 0.10 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ROB NEHER | |||||||
| SECRETARY | 0.10 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LAUREN ALLEN | |||||||
| DIRECTOR | 0.10 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| WILL BEEKMAN | |||||||
| DIRECTOR | 0.10 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SHAWN CASEY | |||||||
| DIRECTOR | 0.10 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| LAYNE CROTHERS | |||||||
| DIRECTOR | 0.10 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DEBBIE EASTWOOD | |||||||
| DIRECTOR | 0.10 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JAMIE FLACK | |||||||
| DIRECTOR | 0.10 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN HENRY | |||||||
| DIRECTOR | 0.10 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MARY HIRTHLER | |||||||
| DIRECTOR | 0.10 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID HOURIGAN | |||||||
| DIRECTOR | 0.10 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MEGAN KENNEDY | |||||||
| DIRECTOR | 0.10 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| REYNA LOGSDON | |||||||
| DIRECTOR | 0.10 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MALORIE MCLAUGHLIN | |||||||
| DIRECTOR | 0.10 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MAUREEN METZ | |||||||
| DIRECTOR | 0.10 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ALEXANDER SLOOT | |||||||
| DIRECTOR | 0.10 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MADHAN SRINIVASAN | |||||||
| DIRECTOR | 0.10 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BRIAN STAHL | |||||||
| DIRECTOR | 0.10 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KEVIN WALSH | |||||||
| DIRECTOR | 0.10 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| GREG WEAVER | |||||||
| DIRECTOR | 0.10 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JACKIE BROZENA | |||||||
| DIRECTOR (UNTIL 06/30/24) | 0.10 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN LOYACK | |||||||
| DIRECTOR (UNTIL 06/30/24) | 0.10 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT KORJESKI | |||||||
| CHIEF FINANCIAL OFFICER | 3.00 | 0.00 | Yes (X) | $13,900 | $0 | $0 | |
| C DAVID PEDRI ESQ | |||||||
| PRESIDENT AND CEO | 45.00 | 0.10 | Yes (X) | $199,392 | $0 | $40,609 | |
| PAUL J OSWALD | |||||||
| CHIEF OPERATING OFFICER | 45.00 | 0.10 | Yes (X) | $88,577 | $0 | $18,916 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $301,869 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $59,525 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $351,153 | FundraisingAmt |
| Related Organizations | $237,500 | RelatedOrganizationsAmt |
| All Other Contributions | $4,733,961 | AllOtherContributionsAmt |
| Noncash Contributions | $406,165 | NoncashContributionsAmt |
| Total Contributions | $5,322,614 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,483,788 | TotalRevenueColumnAmt |
| Exclusion | $1,483,788 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $562,889 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $215,585 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $347,304 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $347,304 | TotalRevenueColumnAmt |
| Exclusion | $347,304 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $33,388,588 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $33,045,116 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $343,472 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $343,472 | TotalRevenueColumnAmt |
| Exclusion | $343,472 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $7,000 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $351,153 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $67,596 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$60,596 | TotalRevenueColumnAmt |
| Exclusion | -$60,596 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE ADMIN REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $7,421 | TotalRevenueColumnAmt |
| Exclusion | $7,421 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $7,421 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,444,003 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,121,389 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,766,788 | TotalAmt |
| Program Services | $3,766,788 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $400,477 | TotalAmt |
| Program Services | $400,477 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $361,394 | TotalAmt |
| Program Services | $91,643 | ProgramServicesAmt |
| Management And General | $105,543 | ManagementAndGeneralAmt |
| Fundraising | $164,208 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $289,981 | TotalAmt |
| Program Services | $112,213 | ProgramServicesAmt |
| Management And General | $167,665 | ManagementAndGeneralAmt |
| Fundraising | $10,103 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,688 | TotalAmt |
| Program Services | $1,911 | ProgramServicesAmt |
| Management And General | $2,777 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,298 | TotalAmt |
| Program Services | $16,597 | ProgramServicesAmt |
| Management And General | $24,701 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,271 | TotalAmt |
| Program Services | $14,082 | ProgramServicesAmt |
| Management And General | $18,150 | ManagementAndGeneralAmt |
| Fundraising | $11,039 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,000 | TotalAmt |
| Management And General | $2,000 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,740 | TotalAmt |
| Management And General | $35,740 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,638 | TotalAmt |
| Management And General | $85,638 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,258 | TotalAmt |
| Management And General | $1,258 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,298 | TotalAmt |
| Management And General | $78,298 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,296 | TotalAmt |
| Management And General | $34,296 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,216 | TotalAmt |
| Management And General | $45,216 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,773 | TotalAmt |
| Management And General | $21,773 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,292 | TotalAmt |
| Management And General | $11,292 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,858 | TotalAmt |
| Management And General | $6,858 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,003 | TotalAmt |
| Management And General | $19,003 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,366 | TotalAmt |
| Management And General | $35,366 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| SPECIAL ACTIVITIES EXP | $1,183,181 | $1,183,181 | |
| DUES & SUBSCRIPTIONS | $39,798 | $39,798 | |
| PAYROLL | $16,862 | $16,862 | |
| EQUIPMENT | $7,625 | $7,625 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,898 | TotalAmt |
| Management And General | $11,898 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,543,999 | TotalAmt |
| Program Services | $4,403,711 | ProgramServicesAmt |
| Management And General | $771,757 | ManagementAndGeneralAmt |
| Fundraising | $1,368,531 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100 | BOYAmt |
| EOY | $297,468 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,023,222 | BOYAmt |
| EOY | $3,068,759 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,099,203 | BOYAmt |
| EOY | $2,382,668 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $746,349 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $152,560 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $612,792 | BOYAmt |
| EOY | $593,789 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,160,102 | BOYAmt |
| EOY | $62,344,505 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,797,806 | BOYAmt |
| EOY | $5,797,806 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,693,225 | BOYAmt |
| EOY | $74,484,995 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,773,352 | BOYAmt |
| EOY | $11,516,745 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,773,352 | BOYAmt |
| EOY | $11,516,745 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,605,524 | BOYAmt |
| EOY | $61,444,678 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,314,349 | BOYAmt |
| EOY | $1,523,572 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,919,873 | BOYAmt |
| EOY | $62,968,250 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,693,225 | BOYAmt |
| EOY | $74,484,995 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $900,004 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,939,150 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $209,223 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,736,469 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,552,511 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,422,420 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,228,010 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,322,614 | CurrentTaxYearAmt |
| Total | $36,262,024 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,736,469 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,552,511 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,422,420 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,228,010 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,322,614 | CurrentTaxYearAmt |
| Total | $36,262,024 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $12,703,580 | SubstantialContributorsTotAmt |
| Public Support Total170 | $23,558,444 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $709,039 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $701,531 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,099,140 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,034,596 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,046,677 | CurrentTaxYearAmt |
| Total | $6,590,983 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $57,541 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $54,213 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,571 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $40,460 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,421 | CurrentTaxYearAmt |
| Total | $185,206 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $43,038,213 | TotalSupportAmt |
| Public Support CY170 | 0.54740 | PublicSupportCY170Pct |
| Public Support PY170 | 0.45650 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OFFICE ADMIN REVENUE - 2020 AMOUNT: $ 10,760. 2021 AMOUNT: $ 11,003. 2022 AMOUNT: $ 7,131. 2023 AMOUNT: $ 9,516. 2024 AMOUNT: $ 7,421. FUNDRAISING GROSS RECEIPTS - 2020 AMOUNT: $ 46,781. 2021 AMOUNT: $ 43,210. 2022 AMOUNT: $ 11,440. 2023 AMOUNT: $ 30,944. 2024 AMOUNT: $ 7,000. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 105 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 282 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $7,509,909 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $11,265,244 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $1,334,547 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $2,432,241 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $41,102,036 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $47,991,449 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Agent Trustee Etc | Yes (1) | AgentTrusteeEtcInd |
| Beginning Balance | $1,958,484 | BeginningBalanceAmt |
| Additions During Year | $245,776 | AdditionsDuringYearAmt |
| Distributions During Year | $67,252 | DistributionsDuringYearAmt |
| Ending Balance | $2,137,008 | EndingBalanceAmt |
| Incl Escrow Custodial Acct Liab | 0 | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $69,419,710 | BeginningYearBalanceAmt |
| Contributions | $7,837,822 | ContributionsAmt |
| Investment Earnings Or Losses | $8,856,175 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,302,094 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $933,985 | AdministrativeExpensesAmt |
| End Year Balance | $82,877,628 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $51,179,751 | BeginningYearBalanceAmt |
| Contributions | $13,319,167 | ContributionsAmt |
| Investment Earnings Or Losses | $8,217,239 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,500,266 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $796,181 | AdministrativeExpensesAmt |
| End Year Balance | $69,419,710 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $48,637,730 | BeginningYearBalanceAmt |
| Contributions | $11,382,019 | ContributionsAmt |
| Investment Earnings Or Losses | -$6,077,736 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,059,212 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $703,050 | AdministrativeExpensesAmt |
| End Year Balance | $51,179,751 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $42,909,958 | BeginningYearBalanceAmt |
| Contributions | $1,764,555 | ContributionsAmt |
| Investment Earnings Or Losses | $6,379,254 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,841,643 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $574,394 | AdministrativeExpensesAmt |
| End Year Balance | $48,637,730 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $38,121,667 | BeginningYearBalanceAmt |
| Contributions | $2,060,363 | ContributionsAmt |
| Investment Earnings Or Losses | $4,666,257 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,471,059 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $467,270 | AdministrativeExpensesAmt |
| End Year Balance | $42,909,958 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.60000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.40000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $31,000 | OtherCostOrOtherBasisAmt |
| Book Value | $31,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $682,086 | OtherCostOrOtherBasisAmt |
| Depreciation | $119,297 | DepreciationAmt |
| Book Value | $562,789 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $33,263 | OtherCostOrOtherBasisAmt |
| Depreciation | $33,263 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $593,789 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT IN REAL ESTATE | Desc |
| Book Value | $5,797,806 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $5,797,806 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNITRUST | $854,363 |
| FUNDS HELD AS AGENCY ENDOWMENT | $10,662,382 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $11,516,745 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 1B: | ACCORDING TO PENNSYLVANIA NONPROFIT CODE 15 PA. C.S. 5547(A), COMMUNITY FOUNDATIONS MAY TAKE AND HOLD TRUST FUNDS AS NORMAL RELATED ACTIVITY. OUR BOARD OF DIRECTORS, AS TRUSTEES OF SUCH PROPERTY, ARE HELD TO THE SAME DEGREE OF RESPONSIBILITY AND ACCOUNTABILITY AS IF NOT INCORPORATED, UNLESS A LESSER DEGREE, PARTICULAR DEGREE OF RESPONSIBILITY AND/OR ACCOUNTABILITY IS PRESCRIBED IN THE TRUST INSTRUMENT, OR UNLESS THE BOARD OF DIRECTORS OR SUCH OTHER BODY REMAIN UNDER THE CONTROL OF THE MEMBERS OF THE CORPORATION OR THIRD PERSONS WHO RETAIN THE RIGHT TO DIRECT, AND DO DIRECT, THE ACTIONS OF THE BOARD OR OTHER BODY AS TO THE USE OF THE TRUST PROPERTY FROM TIME TO TIME. |
| PART V, LINE 4: | ENDOWMENT FUNDS ARE INTENDED TO LAST INTO PERPETUITY. TO PRESERVE THE DONOR'S ORIGINAL INVESTMENT, THE LUZERNE FOUNDATION RECOMMENDS THAT 5% OF A ROLLING 16 QUARTER AVERAGE BE USED AS THE RULE OF THUMB FOR INCOME THAT IS AVAILABLE FOR DISTRIBUTION ANNUALLY. ENDOWMENT FUNDS MAY FUNCTION AS ORGANIZATIONAL, DESIGNATED, DONOR ADVISED, SCHOLARSHIP AND FIELD OF INTEREST. |
| PART X, LINE 2: | THE FOUNDATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES BY PRESCRIBING A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD HAS BEEN MET. MANAGEMENT DETERMINED THAT THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD IN 2024 AND 2023. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ANNUAL MEETING & DINNER | Event1Nm |
| Gross Receipts Event1 | $263,153 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $263,153 | CharitableContriEvent1Amt |
| Rent Facility Costs Event1 | $1,500 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $35,581 | FoodAndBeverageEvent1Amt |
| Event2 | ANNUAL GOLF TOURNAMENT | Event2Nm |
| Gross Receipts Event2 | $95,000 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $88,000 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $7,000 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $3,250 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $9,000 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $18,265 | FoodAndBeverageEvent2Amt |
| Gross Receipts Total | $358,153 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $351,153 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $7,000 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $3,250 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $10,500 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $53,846 | FoodAndBeverageTotalEventsAmt |
| Direct Expense Summary Events | $67,596 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$60,596 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (110 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| ADOPT A SINGLE MOM PROJECT | |||||||||
| PO BOX 338 | MOUNTAIN TOP | PA | 18707 | 825027338 | 501(C)(3) | $11,400 | $0 | SOCIAL SERVICES | |
| ALLIED SERVICES FOUNDATION | |||||||||
| 100 ABINGTON EXECUTIVE PARK | CLARKS SUMMIT | PA | 18411 | 232523682 | 501(C)(3) | $5,700 | $0 | HEALTH & WELLNESS | |
| ALLONE CHARITIES | |||||||||
| 83 E UNION STREET | WILKESBARRE | PA | 18701 | 473715226 | 501(C)(3) | $43,850 | $0 | HEALTH & WELLNESS | |
| BACK MOUNTAIN RECREATION INC | |||||||||
| P O BOX 244 | LEHMAN | PA | 18627 | 232986991 | 501(C)(3) | $50,000 | $0 | COMMUNITY DEVELOPMENT | |
| BEAR CREEK HISTORICAL SOCIETY | |||||||||
| PO BOX 315 | BEAR CREEK | PA | 18602 | 232981749 | $10,000 | $0 | COMMUNITY DEVELOPMENT | ||
| BLUE CHIP FARM ANIMAL RESCUE | |||||||||
| 974 LOCKVILLE ROAD | DALLAS | PA | 18612 | 841641355 | 501(C)(3) | $14,125 | $0 | ANIMAL RELATED | |
| BRANDON'S FOREVER HOME | |||||||||
| 187 NORTH CHURCH STREET | HAZLETON | PA | 18201 | 471066145 | 501(C)(3) | $10,100 | $0 | YOUTH DEVELOPMENT | |
| BUCKNELL UNIVERSITY | |||||||||
| 1 DENT DRIVE | LEWISBURG | PA | 17837 | 240772407 | 501(C)(3) | $25,500 | $0 | EDUCATIONAL | |
| BUSINESS CARD | |||||||||
| PO BOX 15796 | WILMINGTON | DE | 198865796 | $65,781 | $0 | SOCIAL SERVICES | |||
| CAMP ORCHARD HILL INC | |||||||||
| 640 ORANGE ROAD | DALLAS | PA | 18612 | 232265574 | 501(C)(3) | $6,725 | $0 | YOUTH DEVELOPMENT | |
| CASA OF LUZERNE COUNTY | |||||||||
| 667 SOUTH RIVER STREET | PLAINS | PA | 18705 | 462279058 | 501(C)(3) | $35,600 | $0 | CIVIL RIGHTS | |
| CATHOLIC SOCIAL SERVICES | |||||||||
| 106-108 SOUTH CHURCH STREET | HAZLETON | PA | 18201 | 240818341 | 501(C)(3) | $5,300 | $0 | FAITH BASED | |
| CHATHAM-SAVANNAH AUTHORITY FOR THE HOMELESS | |||||||||
| PO BOX 8936 | SAVANNAH | GA | 31412 | 581928701 | 501(C)(3) | $12,500 | $0 | HOUSING/SHELTER | |
| CHILD HUNGER OUTREACH PARTNERS | |||||||||
| 2 ELIZABETH STREET | TOWANDA | PA | 18848 | 833319637 | 501(C)(3) | $10,000 | $0 | FOOD/NUTRITION | |
| CHRIST FELLOWSHIP CHURCH INC | |||||||||
| 5343 NORTHLAKE BLVD | PALM BEACH GARDENS | FL | 33418 | 592468077 | 501(C)(3) | $90,000 | $0 | FAITH BASED | |
| CHURCH OF ALL SAINTS PARISH | |||||||||
| 21 NORTH CLEVELAND STREET | MCADOO | PA | 18237 | 263064945 | 501(C)(3) | $6,200 | $0 | FAITH BASED | |
| CITY OF WILKES-BARRE | |||||||||
| 40 EAST MARKET STREET | WILKESBARRE | PA | 18711 | $17,000 | $0 | CRIME RELATED | |||
| COMMISSION ON ECONOMIC OPPORTUNITY OF LUZERNE COUNTY | |||||||||
| 165 AMBER LANE | WILKESBARRE | PA | 18703 | 231653093 | 501(C)(3) | $20,650 | $0 | SOCIAL SERVICES | |
| DEUTSCH INSTITUTE | |||||||||
| 825 JEFFERSON AVE | SCRANTON | PA | 18510 | 232106611 | 501(C)(3) | $8,250 | $0 | ARTS & CULTURE | |
| DOMESTIC VIOLENCE SERVICE CENTER INC | |||||||||
| P O BOX 2177 | WILKESBARRE | PA | 18703 | 232070668 | 501(C)(3) | $6,100 | $0 | SOCIAL SERVICES | |
| DOWNTOWN HAZLETON ALLIANCE FOR PROGRESS | |||||||||
| 1 SOUTH CHURCH STREET SUITE 200 | HAZLETON | PA | 18201 | 464210453 | 501(C)(3) | $20,000 | $0 | ARTS & CULTURE | |
| DUQUESNE UNIVERSITY | |||||||||
| 600 FORBES AVENUE | PITTSBURGH | PA | 15282 | 251035663 | 501(C)(3) | $13,000 | $0 | EDUCATIONAL | |
| ETHEL WALKER SCHOOL | |||||||||
| 230 BUSHY HILL ROAD | SIMSBURY | CT | 06070 | 062689699 | 501(C)(3) | $84,263 | $0 | EDUCATIONAL | |
| F M KIRBY CENTER FOR THE PERFORMING ARTS | |||||||||
| 71 PUBLIC SQUARE | WILKESBARRE | PA | 18701 | 222697004 | 501(C)(3) | $14,500 | $0 | ARTS & CULTURE | |
| FAMILY SERVICE ASSOCIATION OF NEPA | |||||||||
| 31 WEST MARKET STREET | WILKESBARRE | PA | 18701 | 240795415 | 501(C)(3) | $10,950 | $0 | SOCIAL SERVICES | |
| FINE ARTS FIESTA INC | |||||||||
| P O BOX 2053 | WILKESBARRE | PA | 18703 | 236295765 | 501(C)(3) | $10,682 | $0 | ARTS & CULTURE | |
| FREELAND YMCA | |||||||||
| 600 FRONT STREET PO BOX 6 | FREELAND | PA | 18224 | 240796037 | 501(C)(3) | $35,000 | $0 | COMMUNITY DEVELOPMENT | |
| GATHERING PLACE FOR COMMUNITY ARTS AND EDUCATION | |||||||||
| PO BOX 171 | CLARKS SUMMIT | PA | 18411 | 462299634 | 501(C)(3) | $5,500 | $0 | ARTS & CULTURE | |
| GEISINGER COMMONWEALTH SCHOOL OF MEDICINE | |||||||||
| 525 PINE STREET | SCRANTON | PA | 18509 | 260812968 | 501(C)(3) | $19,520 | $0 | EDUCATIONAL | |
| GEISINGER HEALTH SYSTEM FOUNDATION | |||||||||
| 100 NORTH ACADEMY AVENUE | DANVILLE | PA | 17822 | 231995911 | 501(C)(3) | $220,000 | $0 | HEALTH & WELLNESS | |
| GREATER HAZLETON PHILHARMONIC SOCIETY | |||||||||
| 735 WEST DIAMOND AVENUE | HAZLETON | PA | 18201 | 237282088 | 501(C)(3) | $7,000 | $0 | ARTS & CULTURE | |
| GREATER PITTSTON AREA LITTLE LEAGUE | |||||||||
| PO BOX 2152 | DURYEA | PA | 18642 | 844699612 | 501(C)(3) | $12,500 | $0 | SPORTS/LEISURE | |
| GREATER WILKES-BARRE CHAMBER OF BUSINESS AND INDUSTRY | |||||||||
| PO BOX 759 | WILKESBARRE | PA | 18703 | 020605397 | 501(C)(3) | $17,500 | $0 | COMMUNITY DEVELOPMENT | |
| GREATER WYOMING VALLEY AREA YMCA | |||||||||
| 40 WEST NORTHAMPTON STREET | WILKESBARRE | PA | 18701 | 240795638 | 501(C)(3) | $106,260 | $0 | HEALTH & WELLNESS | |
| HARVEYS LAKE FIRE & AMBULANCE | |||||||||
| PO BOX 56 | HARVEYS LAKE | PA | 18618 | 863640843 | 501(C)(3) | $18,289 | $0 | COMMUNITY DEVELOPMENT | |
| HEALTHNETWORK FOUNDATION | |||||||||
| 3550 LANDER ROAD SUITE 225 | PEPPER PIKE | OH | 44124 | 438046000 | 501(C)(3) | $7,500 | $0 | HEALTH & WELLNESS | |
| HOLY REDEEMER HIGH SCHOOL | |||||||||
| 159 SOUTH PENNSYLVANIA BLVD | WILKESBARRE | PA | 18701 | 753244903 | $9,200 | $0 | EDUCATIONAL | ||
| HUNTS FOR HEALING INC | |||||||||
| 3 COBURN HILL ROAD | LACEYVILLE | PA | 18623 | 272034894 | 501(C)(3) | $94,300 | $0 | SOCIAL SERVICES | |
| IMMANUEL CHRISTIAN SCHOOL | |||||||||
| PO BOX 487 | HAZLETON | PA | 18201 | 232242547 | 501(C)(3) | $50,000 | $0 | EDUCATIONAL | |
| INDEPENDENCE VISITOR CENTER CORPORATION | |||||||||
| 1N INDEPENDENCE MALL WEST 599 | PHILADELPHIA | PA | 19106 | 232952488 | 501(C)(3) | $7,500 | $0 | HISTORICAL | MARKET STREET |
| INTENSIVE THERAPEUTICS INC | |||||||||
| 31 FAIRFIELD AVE | WEST CALDWELL | NJ | 07006 | 562512993 | 501(C)(3) | $10,000 | $0 | DISEASE/DISORDER/DISABILITY | |
| JIM THORPE AREA SCHOOL DISTRICT | |||||||||
| 410 CENTER AVENUE | JIM THORPE | PA | 18229 | 246002108 | 501(C)(3) | $34,800 | $0 | EDUCATIONAL | |
| JUNIOR ACHIEVEMENT OF NEPA INC | |||||||||
| JA MERICLE FAMILY CENTER FOR | WILKESBARRE | PA | 18702 | 231700209 | 501(C)(3) | $5,500 | $0 | YOUTH DEVELOPMENT | ENTERPRISE EDUCATION 600 BALTIMORE |
| KING'S COLLEGE | |||||||||
| 133 NORTH RIVER STREET | WILKESBARRE | PA | 18711 | 240804602 | 501(C)(3) | $69,370 | $0 | EDUCATIONAL | |
| KISS THEATRE COMPANY | |||||||||
| 400 EAST END CENTRE | WILKESBARRE | PA | 18702 | 510618680 | 501(C)(3) | $5,500 | $0 | ARTS & CULTURE | |
| LACKAWANNA COLLEGE | |||||||||
| 501 VINE STREET | SCRANTON | PA | 18509 | 240839402 | 501(C)(3) | $25,500 | $0 | EDUCATIONAL | |
| LEADERSHIP NORTHEAST | |||||||||
| 4 PUBLIC SQUARE | WILKESBARRE | PA | 18701 | 232205981 | 501(C)(3) | $16,450 | $0 | EDUCATIONAL | |
| LIU PROGRAM FOR EXCEPTIONAL CHILDREN | |||||||||
| 368 TIOGA AVENUE | KINGSTON | PA | 18704 | 231741699 | 501(C)(3) | $35,576 | $0 | EDUCATIONAL | |
| LUZERNE COUNTY CHILD ADVOCACY CENTER | |||||||||
| 187 HANOVER STREET | WILKESBARRE | PA | 18702 | 464517112 | 501(C)(3) | $17,027 | $0 | SOCIAL SERVICES | |
| LUZERNE COUNTY COMMUNITY COLLEGE | |||||||||
| 521 TRAILBLAZER DRIVE | NANTICOKE | PA | 18634 | 222482796 | 501(C)(3) | $91,493 | $0 | EDUCATIONAL | |
| LUZERNE COUNTY COMMUNITY COLLEGE FOUNDATION | |||||||||
| 521 TRAILBLAZER DRIVE | NANTICOKE | PA | 18634 | 222482796 | 501(C)(3) | $23,492 | $0 | EDUCATIONAL | |
| LUZERNE COUNTY HEAD START INC | |||||||||
| 23 BEEKMAN STREET | WILKESBARRE | PA | 18703 | 232038753 | 501(C)(3) | $15,700 | $0 | EDUCATIONAL | |
| LUZERNE COUNTY HISTORICAL SOCIETY | |||||||||
| ADMINISTRATIVE OFFICE 26 SWETLAND | WYOMING | PA | 18644 | 240811758 | 501(C)(3) | $33,288 | $0 | HISTORICAL | LANE |
| MARIAN CATHOLIC HIGH SCHOOL | |||||||||
| 166 MARIAN AVENUE | TAMAQUA | PA | 18252 | 231445630 | 501(C)(3) | $37,920 | $0 | EDUCATIONAL | |
| MARTHA'S VINEYARD COMMUNITY FOUNDATION | |||||||||
| PO BOX 243 | WEST TISBURY | MA | 02575 | 842084322 | 501(C)(3) | $10,500 | $0 | COMMUNITY DEVELOPMENT | |
| MARYWOOD UNIVERSITY | |||||||||
| 2300 ADAMS AVENUE | SCRANTON | PA | 18509 | 240795453 | 501(C)(3) | $54,000 | $0 | MENTAL HEALTH | |
| MAUCH CHUNK MUSEUM AND CULTURAL CENTER INC | |||||||||
| 41 W BROADWAY | JIM THORPE | PA | 18229 | 251709815 | 501(C)(3) | $22,000 | $0 | ARTS & CULTURE | |
| MCGLYNN CENTER | |||||||||
| PO BOX 842 | WILKES BARRE | PA | 18702 | 463067291 | 501(C)(3) | $12,311 | $0 | YOUTH DEVELOPMENT | |
| MEALS ON WHEELS OF GREATER PITTSTON | |||||||||
| 59 SOUTH MAIN STREET | PITTSTON | PA | 18640 | 460478375 | 501(C)(3) | $11,000 | $0 | SOCIAL SERVICES | |
| MISERICORDIA UNIVERSITY | |||||||||
| 301 LAKE STREET | DALLAS | PA | 18612 | 240795406 | 501(C)(3) | $70,275 | $0 | EDUCATIONAL | |
| MMI PREPARATORY SCHOOL | |||||||||
| 154 CENTRE STREET | FREELAND | PA | 182240089 | 240795967 | 501(C)(3) | $205,387 | $0 | EDUCATIONAL | |
| NATIONAL CHRISTIAN FOUNDATION | |||||||||
| 1150 SANCTUARY PARKWAY SUITE 350 | ALPHARETTA | GA | 30009 | 581493949 | 501(C)(3) | $7,200 | $0 | FAITH BASED | |
| NEPA INCLUSIVE | |||||||||
| PO BOX 964 | PITTSTON | PA | 18640 | 464377579 | 501(C)(3) | $11,204 | $0 | DISEASE/DISORDER/DISABILITY | |
| NORTH BRANCH LAND TRUST | |||||||||
| 105 LT MICHAEL CLEARY DRIVE | DALLAS | PA | 18612 | 237755642 | 501(C)(3) | $24,980 | $0 | ENVIRONMENTAL | |
| NORTHEAST SIGHT SERVICES | |||||||||
| 1825 WYOMING AVENUE | EXETER | PA | 18643 | 232660272 | 501(C)(3) | $11,250 | $0 | DISEASE/DISORDER/DISABILITY | |
| NORTHERN TIER INDUSTRY & EDUCATION CONSORTIUM (NTIEC) | |||||||||
| PO BOX 505 | TUNKHANNOCK | PA | 18657 | 232797676 | 501(C)(3) | $10,000 | $0 | EDUCATIONAL | |
| PACK | |||||||||
| 4 MALL TERRACE | SAVANNAH | GA | 31406 | 812615493 | 501(C)(3) | $5,500 | $0 | FOOD/NUTRITION | |
| PA JAZZ ALLIANCE INC | |||||||||
| 808 N MAIN STREET | ARCHBALD | PA | 18403 | 300514138 | 501(C)(3) | $6,838 | $0 | ARTS & CULTURE | |
| PALMERTON AREA SCHOOL DISTRICT | |||||||||
| 680 4TH STREET | PALMERTON | PA | 18071 | $15,442 | $0 | EDUCATIONAL | |||
| PANTHER VALLEY SCHOOL DISTRICT | |||||||||
| 1 PANTHER WAY | LANSFORD | PA | 18232 | 231667977 | $6,837 | $0 | EDUCATIONAL | ||
| PATRIOTS COVE INC | |||||||||
| 4334 SR 29 S | NOXEN | PA | 18636 | 272034894 | 501(C)(3) | $300,000 | $0 | SOCIAL SERVICES | |
| PENN STATE HAZLETON | |||||||||
| ADMINISTRATION BUILDING 76 | HAZLETON | PA | 18202 | 246000376 | 501(C)(3) | $15,000 | $0 | EDUCATIONAL | UNIVERSITY DRIVE |
| PENN STATE UNIVERSITY | |||||||||
| PENN STATE DICKINSON LAW 150 SOUTH | CARLISLE | PA | 17013 | 246000376 | 501(C)(3) | $8,333 | $0 | EDUCATIONAL | COLLEGE STREET |
| PENN STATE WILKES-BARRE | |||||||||
| 109 SHIELDS BLDG 664 CURTIN ROAD | UNIVERSITY PARK | PA | 16802 | 246000376 | 501(C)(3) | $78,500 | $0 | EDUCATIONAL | |
| PENN-KIDDER MINISTERIUM AFTER SCHOOL PROGRAM | |||||||||
| PO BOX 2210 | ALBRIGHTSVILLE | PA | 18210 | 272186191 | 501(C)(3) | $6,950 | $0 | EDUCATIONAL | |
| PERFECTGIFTCOM | |||||||||
| 495 MANSFIELD AVE | PITTSBURGH | PA | 15205 | $12,000 | $0 | SOCIAL SERVICES | |||
| PHILHARMONIC SOCIETY OF NORTHEASTERN PENNSYLVANIA | |||||||||
| 195 HANOVER STREET | WILKESBARRE | PA | 18701 | 231855655 | 501(C)(3) | $16,475 | $0 | ARTS & CULTURE | |
| PINEMERE CAMP ASSOCIATION INC | |||||||||
| 333 E LANCASTER AVENUE 332 | WYNNEWOOD | PA | 19096 | 231429830 | 501(C)(3) | $18,000 | $0 | YOUTH DEVELOPMENT | |
| RESTORED CHURCH | |||||||||
| 74 S MEAD STREET | WILKESBARRE | PA | 18702 | 455419405 | 501(C)(3) | $5,250 | $0 | MENTAL HEALTH | |
| RONALD MCDONALD HOUSE OF SCRANTON INC | |||||||||
| 332 WHEELER AVENUE | SCRANTON | PA | 18510 | 232400153 | 501(C)(3) | $9,000 | $0 | HEALTH & WELLNESS | |
| ROTARY CLUB OF DALLAS | |||||||||
| PO BOX 149 | DALLAS | PA | 18612 | 471468986 | 501(C)(3) | $5,500 | $0 | DISEASE/DISORDER/DISABILITY | |
| SCRANTON AREA COMMUNITY FOUNDATION | |||||||||
| 615 JEFFERSON AVENUE - SUITE 102 | SCRANTON | PA | 18510 | 232890364 | 501(C)(3) | $17,500 | $0 | PHILANTHROPY | |
| SLEEP IN HEAVENLY PEACE INC | |||||||||
| PO BOX 2000 | KINGSTON | PA | 18704 | 464346568 | 501(C)(3) | $9,500 | $0 | SOCIAL SERVICES | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL INC | |||||||||
| MEMORIAL GIVING 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | 620646012 | 501(C)(3) | $8,600 | $0 | HEALTH & WELLNESS | |
| ST LUKE'S UNIVERSITY HEALTH NETWORK | |||||||||
| 800 OSTRUM STREET | BETHLEHEM | PA | 18015 | 232384282 | 501(C)(3) | $83,697 | $0 | HEALTH & WELLNESS | |
| SUSQUEHANNA UNIVERSITY | |||||||||
| 514 UNIVERSITY AVENUE | SELINSGROVE | PA | 178701164 | 231353385 | 501(C)(3) | $15,500 | $0 | EDUCATIONAL | |
| THE BACH CHOIR OF BETHLEHEM | |||||||||
| 440 HECKEWELDER PLACE | BETHLEHEM | PA | 18018 | 240795385 | 501(C)(3) | $10,000 | $0 | ARTS & CULTURE | |
| THE CANCER WELLNESS CENTER OF NEPA - FORMERLY CANDY'S PLACE | |||||||||
| 190 WELLES STREET SUITE 166 | FORTY FORT | PA | 18704 | 232973385 | 501(C)(3) | $10,800 | $0 | DISEASE/DISORDER/DISABILITY | |
| THE CLEVELAND CLINIC FOUNDATION | |||||||||
| C/O DONATIONS 9500 EUCLID AVENUE | CLEVELAND | OH | 44195 | 340714585 | 501(C)(3) | $25,000 | $0 | HEALTH & WELLNESS | |
| THE DOLLYWOOD FOUNDATION | |||||||||
| 111 E MAIN STREET 2ND FLOOR | SEVIERVILLE | TN | 37862 | 621348105 | 501(C)(3) | $32,000 | $0 | EDUCATIONAL | |
| THE JEWISH COMMUNITY ALLIANCE | |||||||||
| 613 SJ STRAUSS LANE | KINGSTON | PA | 18704 | 240796936 | 501(C)(3) | $8,450 | $0 | COMMUNITY DEVELOPMENT | |
| THE JUMPSTART CART | |||||||||
| 172 PATRIOT CIRCLE | MOUNTAIN TOP | PA | 18707 | 843505341 | 501(C)(3) | $10,200 | $0 | FOOD/NUTRITION | |
| THE LEHIGHTON AREA MEMORIAL LIBRARY | |||||||||
| 124 NORTH STREET | LEHIGHTON | PA | 18235 | 240789558 | 501(C)(3) | $7,000 | $0 | EDUCATIONAL | |
| THE LITTLE THEATRE OF WILKES-BARRE | |||||||||
| PO BOX ONE | WILKESBARRE | PA | 18703 | 246002142 | 501(C)(3) | $12,350 | $0 | ARTS & CULTURE | |
| THE OSTERHOUT FREE LIBRARY | |||||||||
| 71 SOUTH FRANKLIN STREET | WILKESBARRE | PA | 18701 | 240795971 | 501(C)(3) | $69,885 | $0 | EDUCATIONAL | |
| THE UNIVERSITY OF SCRANTON | |||||||||
| 800 LINDEN STREET | SCRANTON | PA | 18510 | 240795495 | 501(C)(3) | $29,000 | $0 | EDUCATIONAL | |
| THINKBIG PEDIATRIC CANCER FUND INC | |||||||||
| 530 MONTOUR BLVD SUITE B | BLOOMSBURG | PA | 17815 | 471955469 | 501(C)(3) | $47,640 | $0 | DISEASE/DISORDER/DISABILITY | |
| UNITARIAN UNIVERSALIST CONGREGATION OF WYOMING VALLEY | |||||||||
| PO BOX 2608 | WILKESBARRE | PA | 187032608 | 232664557 | 501(C)(3) | $7,950 | $0 | FAITH BASED | |
| UNITED WAY OF WYOMING VALLEY | |||||||||
| 100 NORTH PENNSYLVANIA AVENUE 2ND | WILKESBARRE | PA | 18701 | 240831490 | 501(C)(3) | $68,700 | $0 | COMMUNITY DEVELOPMENT | FLOOR |
| US CHARITABLE GIFT TRUST | |||||||||
| 888 KEYSTONE CROSSING SUITE 1200 | INDIANAPOLIS | IN | 46240 | 311663020 | 501(C)(3) | $80,000 | $0 | PHILANTHROPY | |
| VINEYARD PRESERVATION TRUST | |||||||||
| PO BOX 5277 | EDGARTOWN | MA | 02539 | 046387676 | 501(C)(3) | $22,500 | $0 | HISTORICAL | |
| VISION CENTER FOR SPIRITUAL LIVING | |||||||||
| 4780 MISSION GORGE PLACE SUITE H | SAN DIEGO | CA | 92120 | 208477763 | 501(C)(3) | $25,000 | $0 | FAITH BASED | |
| VOLUNTEERS IN MEDICINE | |||||||||
| 190 NORTH PENNSYLVANIA AVENUE | WILKESBARRE | PA | 18702 | 203531527 | 501(C)(3) | $24,250 | $0 | HEALTH & WELLNESS | |
| VOLUNTEERS OF AMERICA OF PENNSYLVANIA | |||||||||
| 25 NORTH RIVER STREET | WILKESBARRE | PA | 18702 | 231932916 | $11,350 | $0 | COMMUNITY DEVELOPMENT | ||
| WILKES UNIVERSITY | |||||||||
| 84 WEST SOUTH STREET | WILKESBARRE | PA | 18766 | 240795506 | 501(C)(3) | $57,720 | $0 | EDUCATIONAL | |
| WILLOW FOUNDATION | |||||||||
| 100 SOUTH WYOMING STREET | HAZLETON | PA | 18201 | 861955418 | 501(C)(3) | $6,000 | $0 | SOCIAL SERVICES | |
| WYOMING SEMINARY | |||||||||
| 201 NORTH SPRAGUE AVENUE | KINGSTON | PA | 18704 | 240795509 | 501(C)(3) | $27,040 | $0 | EDUCATIONAL | |
| WYOMING VALLEY CATHOLIC YOUTH CENTER | |||||||||
| 36 SOUTH WASHINGTON STREET | WILKESBARRE | PA | 18701 | 237227221 | 501(C)(3) | $28,150 | $0 | HEALTH & WELLNESS | |
| WYOMING VALLEY CHILDREN'S ASSOCIATION | |||||||||
| 1133 WYOMING AVENUE | FORTY FORT | PA | 18704 | 240795510 | 501(C)(3) | $14,925 | $0 | YOUTH DEVELOPMENT | |
| YOUR DASH 365 | |||||||||
| PO BOX 452 | DALLAS | PA | 18612 | 843131622 | 501(C)(3) | $7,760 | $0 | DISASTER RELIEF | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 102 | Total501c3OrgCnt |
| Total Other Org | 8 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHPS | GrantTypeTxt |
| Recipient | 187 | RecipientCnt |
| Cash Grant | $400,477 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | WITH EACH GRANT REQUEST, THE LUZERNE FOUNDATION EXERCISES ITS DUE DILIGENCE TO ENSURE COMPLIANCE WITH IRS STANDARDS. THE FOUNDATION REQUESTS AN IRS DETERMINATION LETTER REGARDING EXEMPT STATUS. EACH NONPROFIT ORGANIZATION'S 501(C)(3) STATUS AND EIN ARE VERIFIED THROUGH THE USE OF GUIDESTAR AND CHARITY CHECK, ONLINE RESOURCES SUITED FOR THAT PURPOSE. ADDITIONAL RESEARCH IS DONE VIA THE RECIPIENT ORGANIZATION'S WEBSITE OR VIA DIRECT CONTACT WITH THE EXECUTIVE DIRECTOR OR CEO OF THE ORGANIZATION. THE GOAL IS TO OBTAIN INFORMATION RELATING TO MISSION AND PURPOSE SO THAT WE ASCERTAIN THAT EACH DONOR'S CHARITABLE INTENT IS BEING UPHELD. IN ADDITION, GRANT RECIPIENTS WHO RECEIVE GRANTS FROM THE UNRESTRICTED FUND ARE PROVIDED WITH A GRANT REPORTING FORM THAT IS REQUIRED TO BE RETURNED TO THE FOUNDATION WHEN THE PROJECT IS COMPLETED. THE RECIPIENTS ARE REQUIRED TO SUBMIT A NARRATIVE ON ACTIVITY RELATED TO THE GRANT. THE GRANTEES WHO RECEIVE GRANTS FROM DONOR ADVISED FUNDS ARE PROVIDED WITH A MORE TAILORED GRANT REPORTING FORM AND ARE ALSO REQUIRED TO PROVIDE NARRATIVES RELATING TO THE PROGRESS AND ACTIVITY RELATED TO THE GRANT. THE REPORTS ARE REVIEWED BY THE FOUNDATION. FOUNDATION STAFF FOLLOW UP IF THERE ARE QUESTIONS OR ISSUES IDENTIFIED DURING THE REVIEW PROCESS. SCHOLARSHIPS: TO DETERMINE SCHOLARSHIPS, MULTIPLE PROCESSES ARE USED. EITHER COMMITTEES ARE FORMED OR THE SCHOOL APPOINTS REPRESENTATIVES TO SELECT QUALIFIED STUDENTS USING A FAIR AND OBJECTIVE PROCESS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | C DAVID PEDRI ESQ | PersonNm |
| Title | PRESIDENT AND CEO | TitleTxt |
| Base Compensation Filing Org | $181,892 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $17,500 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $5,457 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $35,152 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $240,001 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | THE LUZERNE FOUNDATION'S EXECUTIVE COMMITTEE, LED BY THE TLF CHAIRMAN OF THE BOARD, CONDUCTS AN ANNUAL REVIEW OF THE PRESIDENT & CEO. THE PROCESS IS INITIATED BY THE PRESIDENT AND CEO WHO PROVIDES A MONTH-BY-MONTH OVERVIEW OF HIS/HER ACCOMPLISHMENTS THROUGHOUT THE YEAR WHICH ARE THEN EVALUATED AGAINST THE OBJECTIVES IN OUR STRATEGIC PLAN. THE EXECUTIVE COMMITTEE USES THE FOLLOWING PERFORMANCE METRICS: GOALS, PROGRAMMING, LEADERSHIP, VISION, STAFF RETENTION, OVERALL MANAGEMENT AND DEVELOPMENT. ADDITIONAL RESOURCES INCLUDE THE GRANTMAKER AND SALARY AND BENEFITS REPORT PROVIDED BY THE COUNCIL ON FOUNDATION IN WASHINGTON, DC. THE RESULTS OF THE COMMITTEE'S EVALUATION ARE COMPILED AND GROUP DISCUSSION ENSUES TO DETERMINE THE BONUS AMOUNT. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 13 | ContributionCnt |
| Noncash Contributions Rpt F990 | $406,165 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | NYSE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTORS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE EXECUTIVE COMMITTEE, WHICH IS COMPRISED OF THE BOARD CHAIRPERSON, VICE-CHAIRPERSON, SECRETARY, TREASURER, THREE SELECTED BOARD MEMBERS AND ONE BOARD MEMBER EMERITUS, DEALS WITH CONFIDENTIAL MATTERS SUCH AS SETTING THE PRESIDENT/CEO'S SALARY AND HIS ANNUAL REVIEW. THE EXECUTIVE COMMITTEE ALSO CONDUCTS THE BUDGET REVIEW BEFORE IT IS RATIFIED BY THE FULL BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE PRESIDENT AND CEO, CFO, AND THE EXECUTIVE COMMITTEE REVIEW THE FULL FORM 990 IN ITS ENTIRETY PRIOR TO FILING. A PUBLIC INSPECTION COPY IS THEN IS PROVIDED TO THE FULL BOARD OF DIRECTORS FOR REVIEW. ONCE THE FULL BOARD HAS HAD ACCESS TO THE RETURN, THE FORM 990 IS FILED WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, THE LUZERNE FOUNDATION DISTRIBUTES CONFLICT OF INTEREST FORMS TO THE BOARD OF DIRECTORS SO THAT THE INFORMATION HELD ON FILE IS CURRENT. THE CONFLICT OF INTEREST POLICY EXPLICITLY MENTIONS THAT FAMILY AND BUSINESS RELATIONSHIPS MAY BE A SOURCE OF CONFLICT. EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH BOARD-DELEGATED POWERS IS REQUIRED TO SIGN A STATEMENT WHICH AFFIRMS THAT THEY HAVE RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY; HAVE READ AND UNDERSTAND THE POLICY; HAVE AGREED TO COMPLY WITH THE POLICY; UNDERSTAND THE DUTY OF EACH OFFICER OR DIRECTOR TO MAINTAIN AND PRESERVE THE CONFIDENTIALITY OF BOARD AND COMMITTEE DISCUSSIONS AND PROTECT PRIVACY AT ALL TIMES; AND UNDERSTAND THAT THE CORPORATION IS A CHARITABLE ORGANIZATION AND THAT TO MAINTAIN ITS TAX-EXEMPT STATUS IT MUST ENGAGE PRIMARLY IN ACTIVITIES THAT ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. THESE FORMS ARE REVIEWED BY THE AUDIT AND GOVERNANCE COMMITTEES. ANY CONFLICT OF INTEREST THAT IS IDENTIFIED IS REVIEWED AT THE BOARD OF DIRECTORS MEETING ON A CASE-BY-CASE BASIS AND IS DOCUMENTED IN THE BOARD MEETING MINUTES. SHOULD A CONFLICT ARISE, THE CONFLICTED PERSON MAY MAKE A PRESENTATION TO THE BOARD, BUT THEN MUST LEAVE THE MEETING DURING DELIBERATIONS. ALTERNATIVE TRANSACTIONS MAY BE INVESTIGATED. IF A MORE ADVANTAGEOUS TRANSACTION CANNOT BE FOUND, THE BOARD, COMPOSED OF ONLY DISINTERESTED PEOPLE, MAY DECIDE WHETHER THE TRANSACTION IS IN THE BEST INTEREST OF THE ORGANIZATION AND REACH A DECISION BASED UPON THOSE STANDARDS. |
| FORM 990, PART VI, SECTION B, LINE 15A | ANNUAL COMPENSATION REVIEWS ARE CONDUCTED BY THE PRESIDENT AND CEO, DIRECTOR OF OPERATIONS, AND ADMINSTRATIVE SUPPORT STAFF. IN ADDITION, THE PRESIDENT AND CEO AND THE DIRECTOR OF OPERATIONS ARE ALSO REVIEWED ANNUALLY. AS A MATTER OF PRACTICE, THE FOUNDATION'S EXECUTIVE COMMITTEE SETS THE PRESIDENT'S SALARY AND BENEFITS. THE PRESIDENT AND CEO THEN SET THE SUPPORT STAFF'S SALARY AND BENEFITS. IN ADVANCE OF THE PRESIDENT AND CEO REVIEW, THE EXECUTIVE COMMITTEE RECEIVES A COMPREHENSIVE CEO REVIEW FORM THAT SURVEYS SEVEN KEY AREAS OF PERFORMANCE: BOARD RELATIONS, STAFF PLANNING AND OVERSIGHT, PUBLIC RELATIONS AND FOUNDATION DEVELOPMENT, GRANTS MANAGEMENT, FISCAL MANAGEMENT, PERSONAL CHARACTERISTICS, AND INSTITUTIONAL VISION. EACH EXECUTIVE COMMITTEE MEMBER RATES THE CANDIDATE ON A SCALE OF CONSISTENTLY EXCELLENT TO BELOW EXPECTATIONS, AND IS ENCOURAGED TO PROVIDE ADDITIONAL FEEDBACK IN THE COMMENTS SECTION OF THE REVIEW FORM. IN ADDITION, GENERAL OBSERVATION QUESTIONS ARE POSED TO SOLICIT FEEDBACK AND PROPOSED NEW IDEAS FOR THE FUTURE. THE INFORMATION OBTAINED ON THE FORMS IS COMPILED AND DISCUSSED AMONG THE EXECUTIVE COMMITTEE MEMBERS, AND IS DOCUMENTED IN THE MINUTES. ONCE A COLLECTIVE DECISION IS REACHED BY THE EXECUTIVE COMMITTEE, THE CHAIRMAN OF THE EXECUTIVE COMMITTEE REPORTS AND DISCUSSES THE OUTCOME WITH THE PRESIDENT AND CEO. TO ASSIST IN THE DETERMINATION OF THE CEO'S COMPENSATION PACKAGE, ADDITIONAL MATERIALS AND HANDOUTS ARE PROVIDED THROUGH THE COUNCIL ON FOUNDATIONS, (A RESOURCE FOR COMMUNITY FOUNDATIONS AND PHILANTHROPIC ENTITIES). THESE HANDOUTS INCLUDE COMPARABLE SALARIES FOR OTHER COMMUNITY FOUNDATIONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. IN ADDITION, A STATEMENT OF FINANCIAL POSITION IS MADE AVAILABLE IN THE ANNUAL "COMMUNITY GUIDE" OF THE FOUNDATION. THE 990 IS AVAILABLE TO THE PUBLIC ON THE FOUNDATION'S WEBSITE OR UPON REQUEST. |
| DISCLOSURE REGARDING FEES PAID TO THE CHIEF FINANCIAL OFFICER: | ROBERT KORJESKI, CPA, IS THE CHIEF FINANCIAL OFFICER OF THE ORGANIZATION. HE DOES NOT HAVE BOARD VOTING PRIVILEGES. FOR FORM 990 REPORTING PURPOSES, HE HAS BEEN IDENTIFIED AS AN OFFICER ON PART VII OF THIS FORM 990. FEES FOR SERVICES PROVIDED BY MR. KORJESKI TO THE LUZERNE FOUNDATION ARE PAID TO A CORPORATION OF WHICH MR. KORJESKI IS THE 100% STOCKHOLDER. FEES PAID FOR THESE SERVICES WERE $13,900 FOR THE 2024 YEAR. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF REMAINDER TRUST 209,223. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TLF REALTY HOLDINGS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 34 S RIVER STREET | AddressLine1Txt |
| City | WILKES BARRE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 187022406 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 884411931 | EIN |
| Primary Activities | REAL ESTATE HOLDINGS | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Total Income | $562,889 | TotalIncomeAmt |
| End Of Year Assets | $56,509 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LUZERNE FOUNDATION | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PASCO J SCHIAVO MEMORIAL CHARITABLE FUND | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 137 COUNTRY CLUB LANE | AddressLine1Txt |
| City | SUGARLOAF | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18249 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 922122140 | EIN |
| Primary Activities | DISTRIBUTIONS TO ORGANIZATIONS | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12A, I | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER UNITRUSTS (3) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | INVESTMENTS | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | T | EntityTypeTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |