ROY W PIPER CHARITABLE TR: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ROY W PIPER CHARITABLE TR (EIN 20-7487500)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-15
- IRS object ID
- 201811359349100136
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-15T08:32:20-04:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920185356 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOCHEN AND CHASE PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 83 E TIOGA ST STE 2 | AddressLine1Txt |
| City | TUNKHANNOCK | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 186571601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 207487500 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROY W PIPER CHARITABLE TRUST | BusinessNameLine1Txt |
| Business Name Line2 | C/O WILLIAM A PETTY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROYW | BusinessNameControlTxt |
| Phone | 5708365454 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 460 | AddressLine1Txt |
| City | TUNKHANNOCK | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18657 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM A PETTY | PersonNm |
| Person Title | MANAGER | PersonTitleTxt |
| Phone | 5708365454 | PhoneNum |
| Signature | 2018-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GORDON W CHASE CPA | PreparerPersonNm |
| PTIN | P01056561 | PTIN |
| Phone | 5708363868 | PhoneNum |
| Preparation | 2018-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,895,662 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $59,844 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $59,844 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $190,709 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $190,709 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $706,663 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $706,663 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $287,535 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $525,759 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,385,213 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $448,454 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,854 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,854 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,487,829 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,410,524 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $101,628 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $65,628 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $36,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $15,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $15,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $16,783 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $11,061 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $5,722 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,620 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $1,620 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,835 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,705 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,130 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $38,409 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $38,409 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $5,467 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $5,467 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $114,902 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $113,044 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,858 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $130,400 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $130,400 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $41,308 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $41,308 | OccupancyNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $1,700 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,700 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,924 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $1,388 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $536 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $243,068 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $237,214 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,854 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $719,044 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $647,624 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $71,420 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $736,202 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $736,202 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,455,246 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $647,624 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $807,622 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $32,583 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $762,900 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $172,114 | CashBOYAmt |
| Cash EOY | $229,391 | CashEOYAmt |
| Cash EOYFMV | $229,391 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $132,517 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $540,794 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $540,794 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $28,604 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $17,653 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $17,653 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $11,609,774 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,470,380 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,470,380 | CorporateStockEOYFMVAmt |
| Other Investments EOY | $26 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $26 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,637,418 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $863,775 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,199,302 | LandBOYAmt |
| Land EOY | $2,773,643 | LandEOYAmt |
| Land EOYFMV | $3,637,418 | LandEOYFMVAmt |
| Other Assets BOY | $40 | OtherAssetsBOYAmt |
| Total Assets BOY | $15,142,351 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,031,887 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,895,662 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $11,327 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $13,967 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $11,327 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,967 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $3,521,250 | UnrestrictedBOYAmt |
| Unrestricted EOY | $3,547,540 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $11,609,774 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $12,470,380 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,131,024 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,017,920 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,142,351 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,031,887 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,131,024 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $32,583 | ExcessRevenueOverExpensesAmt |
| Other Increases | $856,058 | OtherIncreasesAmt |
| Subtotal | $16,019,665 | SubtotalAmt |
| Other Decreases | $1,745 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,017,920 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $448,454 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $811,106 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $16,183,422 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050120 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $856,238 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $16,876,001 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050737 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $833,845 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $16,875,854 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049411 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $825,706 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $15,938,872 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051805 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $552,878 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $14,829,850 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.037281 | DistributionYr5Rt |
| Total Distribution | 0.239354 | TotalDistributionRt |
| Average Distribution | 0.047871 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $17,059,262 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $816,644 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,629 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $824,273 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $807,622 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,258 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $15,258 | SubtotalAmt |
| Tax Based On Investment Income | $15,258 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,183 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,183 | TotalPaymentsAndCreditsAmt |
| Tax Due | $10,075 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WILLIAM A PETTY | IndividualWithBooksNm |
| Phone | 5708365454 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 460 | AddressLine1Txt |
| City | TUNKHANNOCK | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18657 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WILLIAM A PETTY | ||||||||
| PO BOX 460 | TUNKHANNOCK | PA | 18657 | MANAGER | 40.00 | $56,628 | $6,420 | $0 |
| THOMAS P TULANEY | ||||||||
| PO BOX 460 | TUNKHANNOCK | PA | 18657 | TRUSTEE | 2.00 | $15,000 | $0 | $0 |
| ROBERT P BROWNING | ||||||||
| PO BOX 460 | TUNKHANNOCK | PA | 18657 | TRUSTEE | 2.00 | $15,000 | $0 | $0 |
| RONALD KUKUCHKA | ||||||||
| PO BOX 460 | TUNKHANNOCK | PA | 18657 | TRUSTEE | 2.00 | $15,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,268,447 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $365,692 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,684,909 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,319,048 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $17,319,048 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $259,786 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,059,262 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $852,963 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $852,963 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,258 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,258 | TotalTaxAmt |
| Distributable Before Adj | $837,705 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $837,705 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $837,705 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $807,622 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $807,622 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $807,622 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $837,705 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $288,693 | UndistributedIncomePYAmt |
| Qualifying Distributions | $807,622 | QualifyingDistributionsAmt |
| Applied To Year1 | $288,693 | AppliedToYear1Amt |
| Applied To Current Year | $518,929 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $318,776 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Shareholder Manager | WILLIAM A PETTY | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WILLIAM A PETTY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 460 | AddressLine1Txt |
| City | TUNKHANNOCK | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18657 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5708363868 | RecipientPhoneNum |
| Form And Info And Materials | FORMAL APPLICATION PROVIDED BY TRUSTEES. APPLICATION SHOULD INCLUDE DESCRIPTION OF INTENT TO MATRICULATE AT A COLLEGE OR UNIVERSITY, CURRENT SCHOOL AND GRADE POINT AVERAGE THOUGH 1ST SEMESTER OF SENIOR YEAR. FINALISTS WILL BE REQUIRED TO PROVIDE SIGNED INCOME TAX RETURNS FOR 2 FISCAL YEARS IMMEDIATELY PRECEDING THE DATE OF APPLICATION FROM EACH APPLICANT, APPLICANT'S PARENT/GUARDIAN. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MARCH 15 OF EACH YEAR. | SubmissionDeadlinesTxt |
| Restrictions On Awards | AWARDS WILL ONLY BE MADE TO APPLICANTS WHO ARE MEMBERS OF A FAMILY WITH A COMBINED HOUSEHOLD INCOME OF LESS THAN 90,000 AND WHO HAVE A CUMULATIVE "C" AVERAGE THROUGH FIRST TERM OF THE STUDENT'S SENIOR YEAR IN HIGH SCHOOL. STUDENTS RESIDING IN WYOMING, LUZERNE AND LACKAWANNA COUNTIES WILL HAVE PREFERENCE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (93 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| VICTIMS RESOURCE CENTER | ||||||||
| 119 WARREN STREET | TUNHANNOCK | PA | 18657 | NONE | PUBLIC | GENERAL GRANT | $2,500 | |
| AKA-EZOUA EDOUKOU | ||||||||
| 5 PURITAN LN | WILKES BARRE | PA | 18702 | NONE | N/A | COLLEGE SCHOLARSHIP | $401 | |
| AZIZI FARAHNAZ | ||||||||
| 1124 COURT STREET | SCRANTON | PA | 18508 | NONE | N/A | COLLEGE SCHOLARSHIP | $2,500 | |
| BELLANCO EMILY | ||||||||
| 41 DORRANCE AVE | WYOMING | PA | 18644 | NONE | N/A | COLLEGE SCHOLARSHIP | $9,000 | |
| BERARDELLI KRISTA | ||||||||
| 1206 BREAKER CR DR | DICKSON CITY | PA | 18519 | NONE | N/A | COLLEGE SCHOLARSHIP | $4,470 | |
| BESSOIR ABBY | ||||||||
| 1715 ELECTRIC ST | DUNMORE | PA | 18509 | NONE | N/A | COLLEGE SCHOLARSHIP | $1,500 | |
| BETTI JULIA | ||||||||
| 4 MILES AVE | DICKSON CITY | PA | 18447 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,000 | |
| BLEVINS JAMES | ||||||||
| 100 GRZYBOWSKI ROAD | SCOTT TOWNSHIP | PA | 184477614 | NONE | N/A | COLLEGE SCHOLARSHIP | $3,500 | |
| BRACE BRIELLE | ||||||||
| 444 BRACE RD | DALLAS | PA | 18612 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,000 | |
| BRADY TYLER | ||||||||
| 831 CARMALT ST | DICKSON CITY | PA | 18519 | NONE | N/A | COLLEGE SCHOLARSHIP | $12,000 | |
| CADWALDER BRITTANY | ||||||||
| 830 RAINES ST | SCRANTON | PA | 18509 | NONE | N/A | COLLEGE SCHOLARSHIP | $1,000 | |
| CALLAS DANNIELLE | ||||||||
| 104 SOUTH LOTT RD | MESHOPPEN | PA | 18630 | NONE | N/A | COLLEGE SCHOLARSHIP | $7,292 | |
| CAMACHO MONSERRATH | ||||||||
| 549 EYNON ST | SCRANTON | PA | 18504 | NONE | N/A | COLLEGE SCHOLARSHIP | $22,500 | |
| CENTRELLA ZACKARY | ||||||||
| 255 FOREST AVE | NEW YORK | NY | 10002 | NONE | N/A | COLLEGE SCHOLARSHIP | $7,000 | |
| CHESNER EMILY | ||||||||
| 428 KERAGE RD | MESHOPPEN | PA | 18630 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,000 | |
| CHRISTOFFERSON LEILA | ||||||||
| 1 EVERGREEN DRIVE | TUNKHANNOCK | PA | 18657 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,500 | |
| CLARK RACHEL | ||||||||
| 174 CREEK ROAD | FACTORYVILLE | PA | 18419 | NONE | N/A | COLLEGE SCHOLARSHIP | $2,000 | |
| CLEMENS DANIEL | ||||||||
| 25 DOGWOOD DRIVE | TUNKHANNOCK | PA | 18657 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,000 | |
| CLEMENT VANESSA | ||||||||
| 1811 ALDER WAY | HAZLE TWP | PA | 18202 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,000 | |
| CONNOR CHRIS | ||||||||
| 1367 POST HILL ROAD | FACTORYVILLE | PA | 18419 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,500 | |
| COOLE DAVID | ||||||||
| 130 WALL LN | MONROE TWP | PA | 18636 | NONE | N/A | COLLEGE SCHOLARSHIP | $12,000 | |
| CORBY REED | ||||||||
| 112 ROGERS LN | TUNKHANNOCK | PA | 18657 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,000 | |
| CRAWFORD MASON | ||||||||
| 822 MANNINGS RD | TUNKHANNOCK | PA | 18657 | NONE | N/A | COLLEGE SCHOLARSHIP | $4,500 | |
| DOMNICK COLIN | ||||||||
| 54 COLVIN RD | DALTON | PA | 18414 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,000 | |
| DOYLE MOLLY | ||||||||
| 11 BIRCH ST | TUNKHANNOCK | PA | 18657 | NONE | N/A | COLLEGE SCHOLARSHIP | $6,000 | |
| DROZDA KRISTEN | ||||||||
| 110 1/2 S WALNUT ST | WILKESBARRE TWP | PA | 18702 | NONE | N/A | COLLEGE SCHOLARSHIP | $4,538 | |
| DUGAN MIAH | ||||||||
| 251 FINN RD | FACTORYVILLE | PA | 18419 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,000 | |
| DYMOND MATTHEW | ||||||||
| 30 DYMOND DRIVE | TUNKHANNOCK | PA | 18657 | NONE | N/A | COLLEGE SCHOLARSHIP | $12,761 | |
| EIGHAZAL DANIA | ||||||||
| 223 N SUMNER AVE | SCRANTON | PA | 18504 | NONE | N/A | COLLEGE SCHOLARSHIP | $6,000 | |
| FARRELL HAYLEY | ||||||||
| 62 W OAK ST | PITTSTON | PA | 18640 | NONE | N/A | COLLEGE SCHOLARSHIP | $7,000 | |
| FIELDS LILLIAN | ||||||||
| 52 N MILL ST | NATICOKE | PA | 18634 | NONE | N/A | COLLEGE SCHOLARSHIP | $2,500 | |
| FOX WILLIAM | ||||||||
| 123 LUCKY RUN RD | SCRANTON | PA | 18504 | NONE | N/A | COLLEGE SCHOLARSHIP | $3,874 | |
| FRANKEVICH JOSHUA | ||||||||
| 657 BODLE RD | WYOMING | PA | 18644 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,000 | |
| FREAR SAMANTHA | ||||||||
| 121 CHURCH RD | FACTORYVILLE | PA | 18419 | NONE | N/A | COLLEGE SCHOLARSHIP | $12,000 | |
| GERICHTEN DOUGLAS | ||||||||
| 310 2ND ST | PECKVILLE | PA | 18452 | NONE | N/A | COLLEGE SCHOLARSHIP | $7,401 | |
| GIL JAMARY | ||||||||
| 2 GRAND ST | SCRANTON | PA | 18505 | NONE | N/A | COLLEGE SCHOLARSHIP | $15,000 | |
| GREGORI TIFFANY | ||||||||
| 102 CHURCH ST | EYNON | PA | 18403 | NONE | N/A | COLLEGE SCHOLARSHIP | $4,500 | |
| GULMOHAMMAD NARGES | ||||||||
| 534 ADAMS AVE | SCRANTON | PA | 18510 | NONE | N/A | COLLEGE SCHOLARSHIP | $2,500 | |
| GURDZINSKI GABRIELLE | ||||||||
| 104 NORFOLK WAY | SCRANTON | PA | 18504 | NONE | N/A | COLLEGE SCHOLARSHIP | $9,389 | |
| HAND JACOB | ||||||||
| 1226 STRICKLAND HILL RD | SPRINGVILLE | PA | 18844 | NONE | N/A | COLLEGE SCHOLARSHIP | $832 | |
| JACKSON CORY | ||||||||
| 227 5TH ST | OLYPHANT | PA | 18447 | NONE | N/A | COLLEGE SCHOLARSHIP | $15,000 | |
| KANE ANNA | ||||||||
| 163 STAPLETON ESTATES | FACTORYVILLE | PA | 18419 | NONE | N/A | COLLEGE SCHOLARSHIP | $6,000 | |
| KINBACK AMANDA | ||||||||
| 18 DONNA DR | FACTORYVILLE | PA | 18419 | NONE | N/A | COLLEGE SCHOLARSHIP | $12,000 | |
| KISBAUGH KAYLEE | ||||||||
| 246 OLD TAVERN RD | HUNLOCK CREEK | PA | 18621 | NONE | N/A | COLLEGE SCHOLARSHIP | $2,393 | |
| KOWALCHIK KALEI | ||||||||
| 915 WARD ST | JESSUP | PA | 18434 | NONE | N/A | COLLEGE SCHOLARSHIP | $1,000 | |
| KWOK FLORENCE | ||||||||
| 639 CAREY AVE | WILKESBARRE | PA | 18702 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,176 | |
| LANGAN JAMES | ||||||||
| 93 ANDREA DR | CHESAPEAKE CITY | MD | 21915 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,000 | |
| LEE MIRANDA | ||||||||
| 14 SUSQUEHANNA AVE | TUNKHANNOCK | PA | 18657 | NONE | N/A | COLLEGE SCHOLARSHIP | $22,500 | |
| LUPICO CASSIDY | ||||||||
| 11251 LADY JANE LOOP | MANASSAS | VA | 20109 | NONE | N/A | COLLEGE SCHOLARSHIP | $1,000 | |
| MACHELL MACKENZIE | ||||||||
| 109 FERN WAY | CLARKS SUMMIT | PA | 18411 | NONE | N/A | COLLEGE SCHOLARSHIP | $11,295 | |
| MATTI TARYN | ||||||||
| 4318 SR 438 | DALTON | PA | 18414 | NONE | N/A | COLLEGE SCHOLARSHIP | $22,500 | |
| MCALEER CATHERINE | ||||||||
| 422 DOUGHERTY RD | MESHOPPEN | PA | 18630 | NONE | N/A | COLLEGE SCHOLARSHIP | $6,000 | |
| MCGEEHAN MACKENZIE | ||||||||
| 133 N RIVER ST | WILKES BARRE | PA | 18711 | NONE | N/A | COLLEGE SCHOLARSHIP | $12,000 | |
| MCHALE KYLE | ||||||||
| 247 PARRISH STREET | WILKESBARRE | PA | 18702 | NONE | N/A | COLLEGE SCHOLARSHIP | $3,948 | |
| MILLER KAYLA | ||||||||
| 303 2ND ST | TOWANDA | PA | 18848 | NONE | N/A | COLLEGE SCHOLARSHIP | $11,840 | APT 1 |
| MOSLUK DARIAN | ||||||||
| 161 JAYNE ROAD | TUNHANNOCK | PA | 18657 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,500 | |
| MURRAY KRISTYN | ||||||||
| 58 COMSTOCK RD | TUNKHANNOCK | PA | 18657 | NONE | N/A | COLLEGE SCHOLARSHIP | $16,350 | |
| MUSTO EMMA | ||||||||
| 277 SHORT HILL DRIVE | CLARKS GREEN | PA | 18411 | NONE | N/A | COLLEGE SCHOLARSHIP | $3,750 | |
| MUSTO NOAH | ||||||||
| 277 SHORT HILL DR | CLARKS GREEN | PA | 18411 | NONE | N/A | COLLEGE SCHOLARSHIP | $12,000 | |
| NGUYEN JESSICA | ||||||||
| 39 PENROSE ST | PECKVILLE | PA | 18452 | NONE | N/A | COLLEGE SCHOLARSHIP | $2,500 | |
| NICHOLS GRAEME | ||||||||
| 6 LEE ANN LN | SCOTT TWP | PA | 18447 | NONE | N/A | COLLEGE SCHOLARSHIP | $3,500 | |
| OSTROWSKY NOAH | ||||||||
| 473 SR 292E | TUNKHANNOCK | PA | 18657 | NONE | N/A | COLLEGE SCHOLARSHIP | $12,000 | |
| PEOPLES MADISYN | ||||||||
| 2051 N OVERBROOK RD | FACTORYVILLE | PA | 18419 | NONE | N/A | COLLEGE SCHOLARSHIP | $3,000 | |
| PETRO-WESNAK MADISON | ||||||||
| 600 SCHOOL ST | MOOSIC | PA | 18507 | NONE | N/A | COLLEGE SCHOLARSHIP | $8,000 | |
| PIDGEON AMANDA | ||||||||
| 603 LINCOLN AVE | JERMYN | PA | 18433 | NONE | N/A | COLLEGE SCHOLARSHIP | $7,500 | |
| POLI CHARLES | ||||||||
| 9 FAIRLAWN DR | HUGHESTOWN | PA | 18640 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,000 | |
| PRICE JONATHAN | ||||||||
| 82 MILL MOUNTAIN RD | DRUMS | PA | 18222 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,635 | |
| PUGLIESE NICHOLAS | ||||||||
| 26 BIRKETT ST | CARBONDALE | PA | 18407 | NONE | N/A | COLLEGE SCHOLARSHIP | $8,000 | |
| QUICK MEGAN | ||||||||
| 89 MAPLE AVE | TUNHANNOCK | PA | 18657 | NONE | N/A | COLLEGE SCHOLARSHIP | $21,000 | |
| RARRICK BEN | ||||||||
| 305 MAIN AVE | CLARKS SUMMIT | PA | 18411 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,000 | |
| RATTIGAN JASON | ||||||||
| 750 PENNSYLVANIA DR | EXTON | PA | 19341 | NONE | N/A | COLLEGE SCHOLARSHIP | $11,388 | |
| REYAN TANNER | ||||||||
| 1730 WILLIAMS ROAD | FRIENDSVILLE | PA | 18818 | NONE | N/A | COLLEGE SCHOLARSHIP | $12,000 | |
| RIVERA NADIYAH | ||||||||
| 610 E ELM ST | SCRANTON | PA | 18505 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,000 | |
| ROGERS SOPHIE | ||||||||
| 640 BEECH ST | SCRANTON | PA | 18505 | NONE | N/A | COLLEGE SCHOLARSHIP | $7,000 | |
| ROSENCRANCE KATHERINE | ||||||||
| 2339 CHERRY HILL ROAD | CLARKS SUMMIT | PA | 18411 | NONE | N/A | COLLEGE SCHOLARSHIP | $4,238 | |
| SALAZAR XIOMARA | ||||||||
| 930 E 6TH ST | BERWICK | PA | 18603 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,796 | |
| SANDERCOCK EVAN | ||||||||
| 225 LILY LAKE ROAD | DALTON | PA | 18414 | NONE | N/A | COLLEGE SCHOLARSHIP | $15,000 | |
| SCARANTINO NATALIYA | ||||||||
| 52 KETCHUM ST | WILKESBARRE | PA | 18702 | NONE | N/A | COLLEGE SCHOLARSHIP | $4,500 | |
| SEMYON CASSANDRA | ||||||||
| 302 HOLLENBACK ST | MOOSIC | PA | 18507 | NONE | N/A | COLLEGE SCHOLARSHIP | $21,321 | |
| SEPROSKY JORDAN | ||||||||
| 1217 TONWIN ST | ARCHBALD | PA | 18403 | NONE | N/A | COLLEGE SCHOLARSHIP | $9,000 | |
| SHAO TONY | ||||||||
| 27 HILLTOP DRIVE | TUNKHANNOCK | PA | 18657 | NONE | N/A | COLLEGE SCHOLARSHIP | $6,000 | |
| SHEAN JACK | ||||||||
| 704 N IRVING AVE | SCRANTON | PA | 18510 | NONE | N/A | COLLEGE SCHOLARSHIP | $7,500 | |
| SIESS VICTORIA | ||||||||
| 815 HILL STREET | THROOP | PA | 18512 | NONE | N/A | COLLEGE SCHOLARSHIP | $19,292 | |
| SOLSMAN ALEXANDRA | ||||||||
| 130 SMITH ST | DUNMORE | PA | 18512 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,000 | |
| STANKOWSKI JOSHUA | ||||||||
| 1023 HAMM COURT | SCRANTON | PA | 18505 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,328 | |
| STEVENS CASSSANDRA | ||||||||
| 39 BROOK ST | HARVEYS LAKE | PA | 18618 | NONE | N/A | COLLEGE SCHOLARSHIP | $6,000 | |
| STRAUCH JANINE | ||||||||
| 11 CONCORD AVE | FACTORYVILLE | PA | 18419 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,000 | |
| VANDORICK KELCY | ||||||||
| 209 ELIZABETH LANE | FACTORYVILLE | PA | 18419 | NONE | N/A | COLLEGE SCHOLARSHIP | $15,000 | |
| VANETTEN JENNIFER | ||||||||
| 52 LINABERRY ROAD | MONTROSE | PA | 18801 | NONE | N/A | COLLEGE SCHOLARSHIP | $12,000 | |
| VASKAS ADRIANNA | ||||||||
| 54 MILL CREEK ROAD | STEVENSVILLE | PA | 18845 | NONE | N/A | COLLEGE SCHOLARSHIP | $2,250 | |
| WESNAK SAMANTHA | ||||||||
| 600 SCHOOL ST | MOOSIC | PA | 18507 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,000 | |
| WETHERBEE ALISON | ||||||||
| 8 ENGLEWOOD DR | TUNKHANNOCK | PA | 18657 | NONE | N/A | COLLEGE SCHOLARSHIP | $2,244 | |
| WILLIAMS MORGANN | ||||||||
| 117 CHURCH ST | TAYLOR | PA | 18517 | NONE | N/A | COLLEGE SCHOLARSHIP | $6,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $736,202 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $59,844 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $190,709 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $287,535 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $407 | ExclusionAmt |
| Related Or Exempt Function Incm | $3,721 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $466,841 | ExclusionAmt |
| Related Or Exempt Function Incm | $58,918 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|
| GAIN/LOSS ON SALE | -$1,141 | ||
| SUB PMT IN LIEU OF DIV OR I | 14 | $1,745 | |
| MISCELLANEOUS INCOME | $122 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,007,081 | ExclusionAmt |
| Related Or Exempt Function Incm | $61,620 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,068,701 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (5 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 8 | CARPET & VINYL |
| 8 | RANGE |
| 8 | APARTMENT IMPROVEMENTS |
| 8 | REPLACEMENT WINDOWS |
| 8 | FURNACE |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SUSQUEHANNA APARTMENTS | $450 | $450 | |
| 5730 INTERCHANGE, LEHIGHTON | $125 | $125 | |
| INDIRECT ACCOUNTING FEES | $6,260 | $3,130 | $3,130 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (178 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| LAND-BASIS FROM ESTATE | 2010-01-01 | $44,000 | |||||
| BUILDING-BASIS FROM ESTATE | 2010-01-01 | $556,727 | $140,869 | S/L | 27.5000 | $20,245 | $20,245 |
| LAND IMPROVEMENTS-CARRYOVER BASIS | 2010-01-01 | $50,017 | $24,913 | 150DB | 15.0000 | $2,953 | $2,953 |
| FURNISHINGS | 2010-06-15 | $1,868 | $1,868 | 200DB | 5.0000 | ||
| 2 LOTS BY SUSQUEHANNA APTS | 2010-01-01 | $30,000 | |||||
| FURNISHINGS | 2011-03-31 | $407 | $407 | 200DB | 5.0000 | ||
| FURNISHINGS | 2011-04-30 | $1,210 | $1,210 | 200DB | 5.0000 | ||
| FURNISHINGS | 2011-07-31 | $352 | $352 | 200DB | 5.0000 | ||
| FURNISHINGS | 2011-08-31 | $271 | $271 | 200DB | 5.0000 | ||
| FURNISHINGS | 2011-10-31 | $921 | $921 | 200DB | 5.0000 | ||
| FURNISHINGS | 2011-11-30 | $256 | $256 | 200DB | 5.0000 | ||
| NEW FURNACE | 2012-01-31 | $1,694 | $1,645 | 200DB | 5.0000 | $49 | $49 |
| NEW CARPET | 2012-04-30 | $256 | $248 | 200DB | 5.0000 | $8 | $8 |
| REFRIGERATOR | 2012-04-30 | $265 | $257 | 200DB | 5.0000 | $8 | $8 |
| NEW CARPET | 2012-05-31 | $256 | $248 | 200DB | 5.0000 | $8 | $8 |
| REFRIGERATOR | 2012-05-31 | $265 | $257 | 200DB | 5.0000 | $8 | $8 |
| DEHUMIDIFIER | 2012-06-30 | $79 | $77 | 200DB | 5.0000 | $2 | $2 |
| WATER HEATER | 2012-06-30 | $150 | $146 | 200DB | 5.0000 | $4 | $4 |
| NEW CARPET | 2012-06-30 | $575 | $558 | 200DB | 5.0000 | $17 | $17 |
| WATER HEATER | 2012-06-30 | $917 | $890 | 200DB | 5.0000 | $27 | $27 |
| NEW CARPET | 2012-09-30 | $256 | $248 | 200DB | 5.0000 | $8 | $8 |
| 2 OIL TANKS | 2012-12-31 | $609 | $592 | 200DB | 5.0000 | $17 | $17 |
| JOHN DEERE MOWER | 2012-05-13 | $2,226 | $2,162 | 200DB | 5.0000 | $64 | $64 |
| OIL TANKS | 2013-01-31 | $1,001 | $828 | 200DB | 5.0000 | $115 | $115 |
| CARPET | 2013-03-31 | $268 | $222 | 200DB | 5.0000 | $31 | $31 |
| REFRIGERATOR | 2013-04-30 | $276 | $228 | 200DB | 5.0000 | $32 | $32 |
| CARPET | 2013-06-30 | $502 | $415 | 200DB | 5.0000 | $58 | $58 |
| DEHUMIDIFIER | 2013-07-31 | $124 | $103 | 200DB | 5.0000 | $14 | $14 |
| CARPET | 2013-09-30 | $349 | $288 | 200DB | 5.0000 | $40 | $40 |
| WASHER | 2013-10-31 | $359 | $297 | 200DB | 5.0000 | $42 | $42 |
| WATER HEATER | 2013-12-31 | $148 | $123 | 200DB | 5.0000 | $17 | $17 |
| REFRIGERATOR | 2014-02-28 | $596 | $510 | 200DB | 5.0000 | $35 | $35 |
| WATER HEATER | 2014-04-30 | $1,087 | $930 | 200DB | 5.0000 | $63 | $63 |
| CARPET | 2014-05-31 | $368 | $315 | 200DB | 5.0000 | $21 | $21 |
| WATER HEATER | 2014-07-31 | $872 | $746 | 200DB | 5.0000 | $51 | $51 |
| REFRIGERATOR | 2014-08-31 | $252 | $215 | 200DB | 5.0000 | $15 | $15 |
| WATER HEATER | 2014-08-31 | $266 | $228 | 200DB | 5.0000 | $15 | $15 |
| CARPET | 2014-12-31 | $380 | $326 | 200DB | 5.0000 | $21 | $21 |
| CARPET | 2014-07-31 | $354 | $303 | 200DB | 5.0000 | $20 | $20 |
| NEW CARPET | 2015-04-30 | $536 | $407 | 200DB | 5.0000 | $52 | $52 |
| NEW CABINET DRAWERS | 2015-05-31 | $56 | $43 | 200DB | 5.0000 | $5 | $5 |
| NEW CARPET | 2015-07-31 | $708 | $538 | 200DB | 5.0000 | $68 | $68 |
| NEW REFRIGERATOR | 2015-08-31 | $310 | $236 | 200DB | 5.0000 | $29 | $29 |
| PARKING LOT SEALING | 2015-10-31 | $1,845 | $1,056 | 150DB | 15.0000 | $79 | $79 |
| CARPET | 2015-11-30 | $268 | $204 | 200DB | 5.0000 | $25 | $25 |
| CARPET | 2015-12-31 | $401 | $304 | 200DB | 5.0000 | $39 | $39 |
| WASHER & DRYER | 2016-05-09 | $374 | $224 | 200DB | 5.0000 | $60 | $60 |
| WATER HEATER | 2016-05-09 | $883 | $530 | 200DB | 5.0000 | $141 | $141 |
| CARPET CLEANER | 2016-08-03 | $105 | $63 | 200DB | 5.0000 | $17 | $17 |
| CARPET | 2016-12-08 | $354 | $212 | 200DB | 5.0000 | $57 | $57 |
| DRIVEWAY SEALING | 2016-05-25 | $3,073 | $1,613 | 150DB | 15.0000 | $146 | $146 |
| CARPET | 2017-01-12 | $391 | 200DB | 5.0000 | $264 | $264 | |
| TRIMMER | 2017-06-14 | $241 | 200DB | 5.0000 | $151 | $151 | |
| CARPET | 2017-07-08 | $495 | 200DB | 5.0000 | $285 | $285 | |
| SEALING | 2017-10-03 | $2,125 | 150DB | 15.0000 | $2,125 | $2,125 | |
| REFRIGERATOR | 2017-11-11 | $292 | 200DB | 5.0000 | $292 | $292 | |
| CARPET | 2017-12-14 | $3,687 | 200DB | 5.0000 | $3,687 | $3,687 | |
| LAND-BASIS FROM ESTATE | 2010-01-01 | $9,100 | |||||
| BUILDING-BASIS FROM ESTATE | 2010-01-01 | $106,139 | $26,857 | S/L | 27.5000 | $3,860 | $3,860 |
| FURNISHINGS | 2010-06-15 | $244 | $244 | 200DB | 5.0000 | ||
| TUB SURROUNDING | 2017-03-30 | $616 | 200DB | 5.0000 | $416 | $416 | |
| LAND-BASIS FROM ESTATE | 2010-01-01 | $10,000 | |||||
| BUILDING-BASIS FROM ESTATE | 2010-01-01 | $103,680 | $26,253 | S/L | 27.5000 | $3,770 | $3,770 |
| IMPROVEMENTS | 2011-06-15 | $2,383 | $480 | S/L | 27.5000 | $87 | $87 |
| NEW WASHER (10 PA AVE) | 2015-01-05 | $450 | $342 | 200DB | 5.0000 | $43 | $43 |
| USED REFRIGERATOR (12 PA AVE) | 2015-07-15 | $400 | $208 | 200DB | 5.0000 | $77 | $77 |
| OAK FLOORING (12 PA AVE) | 2015-07-28 | $281 | $155 | S/L | 15.0000 | $9 | $9 |
| FLOORING (10 PA AVE) | 2016-04-05 | $432 | $223 | S/L | 15.0000 | $15 | $15 |
| LAND-BASIS FROM ESTATE | 2010-01-01 | $7,700 | |||||
| BUILDING-BASIS FROM ESTATE | 2010-01-01 | $78,102 | $19,762 | S/L | 27.5000 | $2,840 | $2,840 |
| IMPROVEMENTS | 2010-12-01 | $655 | $144 | S/L | 27.5000 | $24 | $24 |
| FURNISHINGS | 2010-10-26 | $1,125 | $1,125 | 200DB | 5.0000 | ||
| NEW SINK, FAUCET (220 MALLERY) | 2015-12-15 | $399 | $303 | 200DB | 5.0000 | $39 | $39 |
| WATER HEATER (220) | 2016-07-20 | $719 | $432 | 200DB | 5.0000 | $115 | $115 |
| PORCH REPAIRS (220) | 2016-06-13 | $381 | $197 | S/L | 15.0000 | $13 | $13 |
| STOVE (222) | 2017-01-14 | $551 | 200DB | 5.0000 | $372 | $372 | |
| REBUILD PORCH (220) | 2017-04-03 | $800 | S/L | 15.0000 | $417 | $417 | |
| ROOF (220) | 2017-09-30 | $2,300 | S/L | 15.0000 | $2,300 | $2,300 | |
| FOUNDATION (220) | 2017-10-01 | $2,500 | S/L | 15.0000 | $2,500 | $2,500 | |
| LAND @ FMV 1/1/10 | 2010-01-01 | $4,400 | |||||
| BUILDING @ FMV 1/1/10 | 2010-01-01 | $105,600 | $26,720 | S/L | 27.5000 | $3,840 | $3,840 |
| IMPROVEMENTS | 2010-11-02 | $248 | $55 | S/L | 27.5000 | $9 | $9 |
| IMPROVEMENTS | 2011-06-15 | $179 | $37 | S/L | 27.5000 | $6 | $6 |
| NEW CARPET | 2012-07-09 | $2,285 | $2,219 | 200DB | 5.0000 | $66 | $66 |
| WASHER & DRYER | 2012-12-14 | $514 | $499 | 200DB | 5.0000 | $15 | $15 |
| RANGE | 2013-03-11 | $514 | $425 | 200DB | 5.0000 | $59 | $59 |
| FURNITURE | 2013-05-12 | $261 | $216 | 200DB | 5.0000 | $30 | $30 |
| STOVE | 2014-01-29 | $503 | $431 | 200DB | 5.0000 | $29 | $29 |
| LAWN MOWER | 2016-09-14 | $180 | $108 | 200DB | 5.0000 | $29 | $29 |
| WATER HEATER | 2016-12-19 | $507 | $304 | 200DB | 5.0000 | $82 | $82 |
| LAND @ FMV 1/1/10 | 2010-01-01 | $8,080 | |||||
| BUILDING @ FMV 1/1/10 | 2010-01-01 | $92,920 | $23,512 | S/L | 27.5000 | $3,378 | $3,378 |
| IMPROVEMENTS | 2010-12-15 | $10,268 | $2,256 | S/L | 27.5000 | $373 | $373 |
| IMPROVEMENTS | 2011-06-15 | $929 | $187 | S/L | 27.5000 | $34 | $34 |
| FURNISHINGS | 2011-06-15 | $1,971 | $1,971 | 200DB | 5.0000 | ||
| FURNACE | 2014-03-13 | $4,639 | $471 | S/L | 27.5000 | $169 | $169 |
| BUILDING IMPROVEMENTS | 2014-11-26 | $6,445 | $3,759 | S/L | 15.0000 | $215 | $215 |
| NEW REFRIGERATOR | 2015-08-31 | $450 | $342 | 200DB | 5.0000 | $44 | $44 |
| NEW CARPET | 2015-09-30 | $2,100 | $1,596 | 200DB | 5.0000 | $202 | $202 |
| SEWER LINE | 2016-05-25 | $591 | $306 | S/L | 15.0000 | $19 | $19 |
| WATER HEATER | 2016-12-15 | $280 | $168 | 200DB | 5.0000 | $45 | $45 |
| WINDOWS (228) | 2017-09-04 | $197 | S/L | 15.0000 | $101 | $101 | |
| LAND-BASIS FROM ESTATE | 2010-01-01 | $8,200 | |||||
| BUILDING-BASIS FROM ESTATE | 2010-01-01 | $65,490 | $16,570 | S/L | 27.5000 | $2,382 | $2,382 |
| STOVE | 2014-05-30 | $636 | $544 | 200DB | 5.0000 | $37 | $37 |
| REFRIGERATOR | 2014-05-30 | $584 | $500 | 200DB | 5.0000 | $34 | $34 |
| REFRIGERATOR | 2014-08-12 | $585 | $501 | 200DB | 5.0000 | $33 | $33 |
| STOVE | 2014-08-12 | $460 | $394 | 200DB | 5.0000 | $26 | $26 |
| DISHWASHER | 2014-08-12 | $400 | $342 | 200DB | 5.0000 | $23 | $23 |
| CARPET | 2014-08-19 | $1,100 | $942 | 200DB | 5.0000 | $63 | $63 |
| IMPROVEMENTS | 2014-10-03 | $1,092 | $637 | S/L | 15.0000 | $36 | $36 |
| LAND @ FMV 1/1/10 | 2010-01-01 | $99,660 | |||||
| BUILDING @ FMV 1/1/10 | 2010-01-01 | $202,340 | $36,101 | S/L | 39.0000 | $4,972 | $4,972 |
| WATER PUMP | 2012-01-25 | $795 | $772 | 200DB | 5.0000 | $23 | $23 |
| LAND-BASIS FROM ESTATE | 2010-01-01 | $100,000 | |||||
| BUILDING-BASIS FROM ESTATE | 2010-01-01 | $200,819 | $35,830 | S/L | 39.0000 | $5,149 | $5,149 |
| IMPROVEMENTS-BARRACKS | 2010-10-15 | $3,032 | $483 | S/L | 39.0000 | $77 | $77 |
| HEAT PUMP | 2010-03-01 | $7,900 | $1,376 | S/L | 39.0000 | $202 | $202 |
| IMPROVEMENTS-BARRACKS | 2011-06-15 | $1,711 | $243 | S/L | 39.0000 | $44 | $44 |
| NEW BASE CABINETS | 2012-10-11 | $508 | $493 | 200DB | 5.0000 | $15 | $15 |
| WATER HEATER | 2013-01-28 | $328 | $271 | 200DB | 5.0000 | $38 | $38 |
| HEATING UNIT | 2013-08-26 | $2,008 | $174 | S/L | 39.0000 | $51 | $51 |
| PARKING LOT PAVING | 2013-05-31 | $32,000 | $9,838 | 150DB | 15.0000 | $2,217 | $2,217 |
| HVAC | 2014-07-30 | $5,185 | $327 | S/L | 39.0000 | $133 | $133 |
| IMPROVEMENTS | 2016-06-26 | $1,145 | $592 | S/L | 15.0000 | $38 | $38 |
| HVAC UNIT | 2017-11-21 | $11,883 | 200DB | 5.0000 | $11,883 | $11,883 | |
| LAND @ FMV 1/1/10 | 2010-01-01 | $180,090 | |||||
| BUILDING @ FMV 1/1/10 | 2010-01-01 | $486,910 | $86,874 | S/L | 39.0000 | $12,485 | $12,485 |
| IMPROVEMENTS-BARRACKS | 2011-06-15 | $22,681 | $3,223 | S/L | 39.0000 | $581 | $581 |
| NEW HEATING UNIT | 2012-02-29 | $16,880 | $2,992 | S/L | 27.5000 | $614 | $614 |
| RANGE | 2013-09-04 | $480 | $397 | 200DB | 5.0000 | $55 | $55 |
| NEW WATER TREATMENT SYSTEM | 2015-06-29 | $2,942 | $1,618 | S/L | 15.0000 | $98 | $98 |
| PARKING LOT SEALING | 2015-10-20 | $4,943 | $2,830 | 150DB | 15.0000 | $211 | $211 |
| REFRIGERATOR | 2016-08-25 | $505 | $303 | 200DB | 5.0000 | $80 | $80 |
| FLOORING | 2016-01-14 | $335 | $173 | S/L | 15.0000 | $11 | $11 |
| BULLET PROOF GLASS | 2016-01-26 | $2,335 | $1,207 | S/L | 15.0000 | $77 | $77 |
| FLOORING | 2016-04-20 | $2,021 | $1,044 | S/L | 15.0000 | $68 | $68 |
| IMPROVEMENTS | 2016-04-28 | $1,569 | $811 | S/L | 15.0000 | $52 | $52 |
| IMPROVEMENTS | 2016-05-23 | $3,768 | $1,947 | S/L | 15.0000 | $125 | $125 |
| SEALING | 2017-10-05 | $753 | 150DB | 15.0000 | $753 | $753 | |
| TILE | 2017-10-06 | $1,015 | 200DB | 5.0000 | $1,015 | $1,015 | |
| LAND-BASIS FROM ESTATE | 2010-01-01 | $20,800 | |||||
| BUILDING-BASIS FROM ESTATE | 2010-01-01 | $116,023 | $29,357 | S/L | 27.5000 | $4,219 | $4,219 |
| LAND @ FMV 1/1/10 | 2010-01-01 | $84,180 | |||||
| BUILDING @ FMV 1/1/10 | 2010-01-01 | $281,820 | $50,282 | S/L | 39.0000 | $7,226 | $7,226 |
| IMPROVEMENTS-BARRACKS | 2010-09-30 | $3,909 | $630 | S/L | 39.0000 | $100 | $100 |
| FURNISHINGS | 2010-09-15 | $1,557 | $1,557 | 200DB | 5.0000 | ||
| PARKING LOT | 2011-06-02 | $22,550 | $22,550 | 150DB | 15.0000 | ||
| AIR CONDITION UNIT | 2012-08-06 | $3,500 | $3,399 | 200DB | 5.0000 | $101 | $101 |
| CARPET | 2013-12-30 | $600 | $496 | 200DB | 5.0000 | $69 | $69 |
| HEATING UNIT | 2013-06-17 | $2,216 | $201 | S/L | 39.0000 | $57 | $57 |
| HVAC | 2014-07-09 | $4,385 | $2,331 | S/L | 39.0000 | $56 | $56 |
| CARPET | 2014-01-17 | $1,790 | $1,532 | 200DB | 5.0000 | $103 | $103 |
| CARPET | 2014-02-13 | $1,685 | $1,442 | 200DB | 5.0000 | $97 | $97 |
| PARKING AREA | 2014-09-10 | $6,728 | $4,140 | 150DB | 15.0000 | $258 | $258 |
| RESTRIPPING LOT | 2016-04-28 | $550 | $289 | 150DB | 15.0000 | $26 | $26 |
| CARPET | 2017-10-01 | $411 | 200DB | 5.0000 | $411 | $411 | |
| LAND-BASIS FROM ESTATE | 2010-01-01 | $90,000 | |||||
| BUILDING-BASIS FROM ESTATE | 2010-01-01 | $329,128 | $58,723 | S/L | 39.0000 | $8,439 | $8,439 |
| LAND IMPROVEMENTS | 2010-01-01 | $5,185 | $2,583 | 150DB | 15.0000 | $306 | $306 |
| EQUIPMENT | 2010-01-01 | $24,276 | $23,193 | 200DB | 7.0000 | $1,083 | $1,083 |
| CARPET | 2013-05-10 | $1,380 | $1,142 | 200DB | 5.0000 | $159 | $159 |
| WATER HEATER | 2014-01-29 | $315 | $270 | 200DB | 5.0000 | $18 | $18 |
| DUCT WORK | 2015-02-19 | $2,070 | $100 | S/L | 39.0000 | $53 | $53 |
| NEW BASEBOARD HEAT | 2015-03-05 | $1,380 | $63 | S/L | 39.0000 | $36 | $36 |
| NEW CONCRETE POSTS | 2015-06-29 | $161 | $89 | S/L | 15.0000 | $5 | $5 |
| HEATERS | 2016-12-29 | $126 | $76 | 200DB | 5.0000 | $20 | $20 |
| RESTRIPPING LOT | 2016-05-31 | $350 | $184 | 150DB | 15.0000 | $16 | $16 |
| LAND @ FMV 1/1/10 | 2010-01-01 | $38,750 | |||||
| BUILDING @ FMV 1/1/10 | 2010-01-01 | $116,250 | $29,414 | S/L | 27.5000 | $4,228 | $4,228 |
| LAND - BASIS FROM ESTATE | 2010-01-01 | $7,800 | |||||
| BUILDING - BASIS FROM ESTATE | 2010-01-01 | $85,310 | $21,567 | S/L | 27.5000 | $1,422 | $1,422 |
| CARPET & VINYL | 2013-08-28 | $104 | $86 | 200DB | 5.0000 | $6 | $6 |
| RANGE | 2013-06-05 | $475 | $393 | 200DB | 5.0000 | $27 | $27 |
| APARTMENT IMPROVEMENTS | 2013-05-12 | $4,293 | $399 | S/L | 39.0000 | $50 | $50 |
| REPLACEMENT WINDOWS | 2015-10-20 | $858 | $472 | S/L | 15.0000 | $14 | $14 |
| FURNACE | 2016-10-01 | $2,832 | $1,699 | 200DB | 5.0000 | $227 | $227 |
| GARAGE | 2010-01-01 | $5,310 | $947 | S/L | 39.0000 | $137 | $137 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (29 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | BasisBasisAmt | Total NetTotalNetAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Gross Sales PriceGrossSalesPriceAmt | Sales ExpenseSalesExpenseAmt |
|---|---|---|---|---|---|---|---|---|
| CARPET & VINYL | 2013-08 | PURCHASE | 2017-06 | $104 | -$12 | $92 | ||
| RANGE | 2013-06 | PURCHASE | 2017-06 | $475 | -$55 | $420 | ||
| APARTMENT IMPROVEMENTS | 2013-05 | PURCHASE | 2017-06 | $4,293 | -$3,844 | $449 | ||
| REPLACEMENT WINDOWS | 2015-10 | PURCHASE | 2017-06 | $858 | -$372 | $486 | ||
| FURNACE | 2016-10 | PURCHASE | 2017-06 | $2,832 | -$906 | $1,926 | ||
| SALE OF LEHIGHTON PROPERTY | PURCHASE | 2017-12 | $302,795 | -$26,080 | $41,868 | $249,000 | $14,153 | |
| BUILDING - BASIS FROM ESTATE | 2010-01 | PURCHASE | 2017-06 | $85,310 | $108,574 | $22,989 | $170,895 | |
| SEE ATTACHMENT D-1 | PURCHASE | $57,698 | -$4,410 | $53,288 | ||||
| SEE ATTACHMENT D-1 | PURCHASE | $149,530 | $14,527 | $164,057 | ||||
| SEE ATTACHMENT D-1 | PURCHASE | $1,391 | $504 | $1,895 | ||||
| SEE ATTACHMENT D-1 | PURCHASE | $19 | $19 | |||||
| SEE ATTACHMENT D-2 | PURCHASE | $117,509 | $11,493 | $129,002 | ||||
| SEE ATTACHMENT D-2 | PURCHASE | $384,141 | $63,174 | $447,315 | ||||
| SEE ATTACHMENT D-2 | PURCHASE | $5,415 | $9,929 | $15,344 | ||||
| SEE ATTACHMENT D-3 | PURCHASE | $209,829 | $13,199 | $223,028 | ||||
| SEE ATTACHMENT D-3 | PURCHASE | $322,940 | $171,749 | $494,689 | ||||
| SEE ATTACHMENT D-3 | PURCHASE | $2,269 | $1,549 | $3,818 | ||||
| SEE ATTACHMENT D-4 | PURCHASE | $64,116 | -$3,083 | $61,033 | ||||
| SEE ATTACHMENT D-4 | PURCHASE | $767,838 | $41,821 | $809,659 | ||||
| SEE ATTACHMENT D-5 | PURCHASE | $419 | $5 | $424 | ||||
| SEE ATTACHMENT D-5 | PURCHASE | $175,599 | $34,210 | $209,809 | ||||
| SEE ATTACHMENT D-6 | PURCHASE | $205,884 | $2,468 | $208,352 | ||||
| SEE ATTACHMENT D-6 | PURCHASE | $502,744 | $66,109 | $568,853 | ||||
| SEE ATTACHMENT D-7 | PURCHASE | $198,879 | $4,744 | $203,623 | ||||
| SEE ATTACHMENT D-7 | PURCHASE | $523,977 | $47,512 | $571,489 | ||||
| SEE ATTACHMENT D-8 | PURCHASE | $501,108 | $57,997 | $559,105 | ||||
| SEE ATTACHMENT D-8 | PURCHASE | $21 | $21 | |||||
| SEE ATTACHMENT D-8 | PURCHASE | $284,805 | $81,059 | $365,864 | ||||
| SEE ATTACHMENT D-9 | PURCHASE | $40,752 | -$18,387 | $22,365 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MERRILL LYNCH 10792 | $2,996,663 | $2,996,663 |
| JACKSON LIFE ANNUITY | $1,750,000 | $1,750,000 |
| MERRILL LYNCH 10497 | $1,624,920 | $1,624,920 |
| MERRILL LYNCH 10793 | $1,616,835 | $1,616,835 |
| MERRILL LYNCH 11080 | $1,534,418 | $1,534,418 |
| MERRILL LYNCH 10499 | $1,178,574 | $1,178,574 |
| MERRILL LYNCH 10791 | $1,039,001 | $1,039,001 |
| MERRILL LYNCH 10498 | $729,969 | $729,969 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | IGM 2005-2 | CategoryOrItemTxt |
| Book Value | $26 | BookValueAmt |
| EOYFMV | $26 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| BUILDING | $2,752,663 | $688,019 | $2,064,644 | $2,752,663 |
| LAND IMPROVEMENTS | $130,119 | $79,087 | $51,032 | $130,119 |
| EQUIPMENT & FURNISHINGS | $111,536 | $96,669 | $14,867 | $111,536 |
| LAND | $643,100 | $643,100 | $643,100 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | CategoryTxt |
| Legal Fees | $1,620 | LegalFeesAmt |
| Disbursements Charitable Prps | $1,620 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPOSIT IN TRANSIT - ROYALTIES | Desc |
| BOY Book Value | $40 | BOYBookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK V TAX INCOME | Desc |
| Amt | $1,745 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (84 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SUSQUEHANNA APARTMENTS | |||
| INSURANCE | $11,025 | $11,025 | |
| REPAIRS & MAINTENANCE | $7,028 | $7,028 | |
| TRASH COLLECTION | $5,686 | $5,686 | |
| GROUND MAINTENANCE | $1,334 | $1,334 | |
| VEHICLE EXPENSE | $1,191 | $1,191 | |
| PEST CONTROL | $934 | $934 | |
| TENANT FUNCTIONS | $745 | $745 | |
| OFFICE EXPENSE | $440 | $440 | |
| SNOW REMOVAL | $286 | $286 | |
| DUES & DONATION | $158 | $158 | |
| SYSTEM TESTING | $149 | $149 | |
| 53WYOMINGAVE &55 W HARRISON | |||
| INSURANCE | $940 | $940 | |
| REPAIRS & MAINTENANCE | $264 | $264 | |
| 10-12 PA AVE,TUNKHANNOCK PA | |||
| INSURANCE | $806 | $806 | |
| REPAIRS & MAINTENANCE | $474 | $474 | |
| 220-222 NEW MALLERY PL, WB | |||
| INSURANCE | $1,401 | $1,401 | |
| REPAIRS & MAINTENANCE | $507 | $507 | |
| PEST CONTROL | $360 | $360 | |
| RENTAL INSPECTIONS | $200 | $200 | |
| RECYCLING FEES | $100 | $100 | |
| LEVEE FEE | $63 | $63 | |
| 224 NEW MALLERY PL, WB | |||
| INSURANCE | $2,233 | $2,233 | |
| REPAIRS & MAINTENANCE | $1,090 | $1,090 | |
| PEST CONTROL | $480 | $480 | |
| RECYCLING FEES | $200 | $200 | |
| LEVEE FEE | $127 | $127 | |
| 228-230 NEW MALLERY PL WB | |||
| REPAIRS & MAINTENANCE | $4,882 | $4,882 | |
| INSURANCE | $2,233 | $2,233 | |
| PEST CONTROL | $480 | $480 | |
| RENTAL INSPENCTIONS | $225 | $225 | |
| RECYCLING FEES | $200 | $200 | |
| TRASH COLLECTION | $102 | $102 | |
| LEVEE FEE | $63 | $63 | |
| 35 SECOND STREET, TUNK PA | |||
| INSURANCE | $558 | $558 | |
| REPAIRS & MAINTENANCE | $840 | $840 | |
| 5730 INTERCHANGE, LEHIGHTON | |||
| INSURANCE | $1,993 | $1,993 | |
| GROUND MAINTENANCE | $877 | $877 | |
| 1745 VALLEY RD, MANSFIELD | |||
| REPAIRS & MAINTENANCE | $10,628 | $10,628 | |
| INSURANCE | $2,479 | $2,479 | |
| SYSTEM TESTING | $238 | $238 | |
| WATER TESTING | $155 | $155 | |
| 872 SALEM BLVD,SHICKSHINNY | |||
| REPAIRS & MAINTENANCE | $8,510 | $8,510 | |
| INSURANCE | $2,794 | $2,794 | |
| PEST CONTROL | $540 | $540 | |
| WATER TESTING | $35 | $35 | |
| 22 SPRUCE STREET, TUNK PA | |||
| INSURANCE | $610 | $610 | |
| RR1 ROUTE 6&PA 220N TOWANDA | |||
| REPAIRS & MAINTENANCE | $4,872 | $4,872 | |
| INSURANCE | $2,749 | $2,749 | |
| PEST CONTROL | $540 | $540 | |
| WATER TESTING | $240 | $240 | |
| SYSTEM TESTING | $167 | $167 | |
| 915 ROUTE 6, TUNKHANNOCK PA | |||
| REPAIRS & MAINTENANCE | $7,278 | $7,278 | |
| INSURANCE | $2,687 | $2,687 | |
| MAT RENTAL | $770 | $770 | |
| PEST CONTROL | $480 | $480 | |
| SNOW REMOVAL | $404 | $404 | |
| WATER TESTING | $85 | $85 | |
| 119 WARREN ST TUNKHANNOCK | |||
| INSURANCE | $854 | $854 | |
| PEST CONTROL | $360 | $360 | |
| 35 WYOMING AVE | |||
| INSURANCE | $595 | $595 | |
| REPAIRS & MAINTENANCE | $760 | $760 | |
| EXPENSES | |||
| MERRILL LYNCH FEES | $125,285 | $125,285 | |
| OFFICE EXPENSE | $4,890 | $2,445 | $2,445 |
| SERVICE CHARGES/FEES - STOCK | $9,646 | $9,646 | |
| BANK SERVICE CHARGE | $124 | $124 | |
| INSURANCE | $3,285 | $3,285 | |
| GATHERING FEE | $65 | $65 | |
| REPAIRS & MAINTENANCE | $269 | $269 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| IGM INCOME | $407 | $407 |
| ROYALTY INCOME | $3,721 | $3,721 |
| GAIN/LOSS ON SALE | -$1,141 | -$1,141 |
| SUB PMT IN LIEU OF DIV OR INT | $1,745 | $1,745 |
| MISCELLANEOUS INCOME | $122 | $122 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| NON REPORTED INCOME | $329 |
| UNREALIZED APPRECIATION IN MARKET SECURITIES | $852,231 |
| BOOK V TAX DEDUCTIONS | $3,498 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| SECURITY DEPOSITS | $11,005 | $11,170 |
| PAYROLL TAXES | $322 | $2,797 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SUSQUEHANNA APARTMENTS | CategoryTxt |
| Amt | $38,409 | Amt |
| Net Investment Income | $38,409 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (16 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROPERTY TAX - OFFICE | $3,715 | $1,857 | $1,858 |
| SUSQUEHANNA APARTMENTS | $29,908 | $29,908 | |
| 53WYOMINGAVE &55 W HARRISON | $4,055 | $4,055 | |
| 10-12 PA AVE,TUNKHANNOCK PA | $3,674 | $3,674 | |
| 220-222 NEW MALLERY PL, WB | $3,072 | $3,072 | |
| 224 NEW MALLERY PL, WB | $4,005 | $4,005 | |
| 228-230 NEW MALLERY PL WB | $3,466 | $3,466 | |
| 35 SECOND STREET, TUNK PA | $4,226 | $4,226 | |
| 5730 INTERCHANGE, LEHIGHTON | $8,101 | $8,101 | |
| 1745 VALLEY RD, MANSFIELD | $8,497 | $8,497 | |
| 872 SALEM BLVD,SHICKSHINNY | $9,883 | $9,883 | |
| 22 SPRUCE STREET, TUNK PA | $3,523 | $3,523 | |
| RR1 ROUTE 6&PA 220N TOWANDA | $11,335 | $11,335 | |
| 915 ROUTE 6, TUNKHANNOCK PA | $13,464 | $13,464 | |
| 119 WARREN ST TUNKHANNOCK | $2,732 | $2,732 | |
| 35 WYOMING AVE | $1,246 | $1,246 |