ROY W PIPER CHARITABLE TR: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- ROY W PIPER CHARITABLE TR (EIN 20-7487500)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-11
- IRS object ID
- 201701319349101955
- Schema version
- 2016v3.0
- 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
- 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 | 2017-05-11T12:55:35-04:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-05-11 | 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 | 2017-05-11 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | CB65B6311754379D16F90A33A8863E945F095676 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CB65B6311754379D16F90A33A8863E945F095676 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,944,954 | 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 | $55,303 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $55,303 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $182,416 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $182,416 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $709,485 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $709,485 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $290,693 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$98,700 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,320,743 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $14,241 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $14,241 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $862,745 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $961,445 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $102,717 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $66,717 | 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 | $17,278 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $11,434 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $5,844 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,027 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $2,027 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,879 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,354 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,525 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $34,874 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $34,874 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $115,616 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $113,802 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,814 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $118,923 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $118,923 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $40,812 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $40,812 | OccupancyNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $1,470 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,470 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,920 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $1,393 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $527 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $235,020 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $231,479 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,541 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $693,536 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $623,788 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $69,748 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $744,735 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $744,735 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,438,271 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $623,788 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $814,483 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$575,526 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $337,657 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $230,570 | CashBOYAmt |
| Cash EOY | $172,114 | CashEOYAmt |
| Cash EOYFMV | $172,114 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $245,015 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $132,517 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $132,517 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $9,746 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $28,604 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $28,604 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $11,347,948 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,609,774 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,609,774 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $4,001,945 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $802,643 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,294,558 | LandBOYAmt |
| Land EOY | $3,199,302 | LandEOYAmt |
| Land EOYFMV | $4,001,945 | LandEOYFMVAmt |
| Other Assets BOY | $182 | OtherAssetsBOYAmt |
| Other Assets EOY | $40 | OtherAssetsEOYAmt |
| Total Assets BOY | $15,128,019 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,142,351 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,944,954 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $14,514 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $11,327 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $14,514 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,327 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $3,765,557 | UnrestrictedBOYAmt |
| Unrestricted EOY | $3,521,250 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $11,347,948 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $11,609,774 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,113,505 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,131,024 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,128,019 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,142,351 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,113,505 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$575,526 | ExcessRevenueOverExpensesAmt |
| Other Increases | $593,846 | OtherIncreasesAmt |
| Subtotal | $15,131,825 | SubtotalAmt |
| Other Decreases | $801 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,131,024 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$98,700 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $856,238 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $16,876,001 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050737 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $833,845 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $16,875,854 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049411 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $825,706 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $15,938,872 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051805 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $552,878 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $14,829,850 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.037281 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $580,461 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $14,498,633 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.040036 | DistributionYr5Rt |
| Total Distribution | 0.229270 | TotalDistributionRt |
| Average Distribution | 0.045854 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $16,183,422 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $742,075 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,377 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $745,452 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $814,483 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $3,377 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,377 | SubtotalAmt |
| Tax Based On Investment Income | $3,377 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,560 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $8,560 | TotalPaymentsAndCreditsAmt |
| Overpayment | $5,183 | OverpaymentAmt |
| Applied To ES Tax | $5,183 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WILLIAM A PETTY | IndividualWithBooksNm |
| Phone | 5708365454 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 460 | AddressLine1Txt |
| City | TUNKHANNOCK | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18657 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
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 | $57,717 | $6,718 | $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 | $11,195,837 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $488,256 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,745,777 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,429,870 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $16,429,870 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $246,448 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,183,422 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $809,171 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $809,171 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,377 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,377 | TotalTaxAmt |
| Distributable Before Adj | $805,794 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $805,794 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $805,794 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $814,483 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $814,483 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,377 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $811,106 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $805,794 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $297,382 | UndistributedIncomePYAmt |
| Qualifying Distributions | $814,483 | QualifyingDistributionsAmt |
| Applied To Year1 | $297,382 | AppliedToYear1Amt |
| Applied To Current Year | $517,101 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $288,693 | 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 (91 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 | |
| CARBONDALE YMCA | ||||||||
| 82 N MAIN ST | CARBONDALE | PA | 18407 | NONE | PUBLIC | GENERAL GRANT | $1,000 | |
| AKA-EZOUA EDOUKOU | ||||||||
| 5 PURITAN LN | WILKES BARRE | PA | 18702 | NONE | N/A | COLLEGE SCHOLARSHIP | $1,000 | |
| AZIZI FARAHNAZ | ||||||||
| 1124 COURT STREET | SCRANTON | PA | 18508 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,000 | |
| BELLANCO EMILY | ||||||||
| 41 DORRANCE AVE | WYOMING | PA | 18644 | NONE | N/A | COLLEGE SCHOLARSHIP | $8,828 | |
| BENKO BRIDGET | ||||||||
| RR1 BOX 145 | DALTON | PA | 18414 | NONE | N/A | COLLEGE SCHOLARSHIP | $1,250 | |
| BERARDELLI KRISTA | ||||||||
| 1206 BREAKER CR DR | DICKSON CITY | PA | 18519 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,000 | |
| BLEVINS JAMES | ||||||||
| 100 GRZYBOWSKI ROAD | SCOTT TOWNSHIP | PA | 184477614 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,500 | |
| BRACE BRIELLE | ||||||||
| 444 BRACE RD | DALLAS | PA | 18612 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,000 | |
| BRADY TYLER | ||||||||
| 831 CARMALT ST | DICKSON CITY | PA | 18519 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,341 | |
| BREITA ALICIA | ||||||||
| 237 KEHRLI ROAD | FACTORYVILLE | PA | 18419 | NONE | N/A | COLLEGE SCHOLARSHIP | $7,469 | |
| CALLAS DANNIELLE | ||||||||
| 104 SOUTH LOTT RD | MESHOPPEN | PA | 18630 | NONE | N/A | COLLEGE SCHOLARSHIP | $21,029 | |
| CAMACHO MONSERRATH | ||||||||
| 549 EYNON ST | SCRANTON | PA | 18504 | NONE | N/A | COLLEGE SCHOLARSHIP | $7,500 | |
| CARLIN CASEY | ||||||||
| 929 RIVER ST | SCRANTON | PA | 18505 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,000 | |
| CENTRELLA ZACKARY | ||||||||
| 49 LUDLOW ST | NEW YORK | NY | 10002 | NONE | N/A | COLLEGE SCHOLARSHIP | $7,000 | APT 5D |
| 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 | $11,000 | |
| CLARK RACHEL | ||||||||
| 174 CREEK ROAD | FACTORYVILLE | PA | 18419 | NONE | N/A | COLLEGE SCHOLARSHIP | $6,000 | |
| CLEMENS DANIEL | ||||||||
| 25 DOGWOOD DRIVE | TUNKHANNOCK | PA | 18657 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,000 | |
| CONNOR CHRIS | ||||||||
| 1367 POST HILL ROAD | FACTORYVILLE | PA | 18419 | NONE | N/A | COLLEGE SCHOLARSHIP | $16,500 | |
| 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 | $10,000 | |
| COX LAURA | ||||||||
| 86 WILBUR HILL ROAD | DALTON | PA | 18414 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,000 | |
| COYNE MARION | ||||||||
| 1258 WATSON STREET | SCRANTON | PA | 18504 | NONE | N/A | COLLEGE SCHOLARSHIP | $11,077 | |
| CROCK CAMERON | ||||||||
| 108 STATE ST | NICHOLSON | PA | 18446 | NONE | N/A | COLLEGE SCHOLARSHIP | $21,685 | |
| DROZDA KRISTEN | ||||||||
| 110 1/2 WALNUT ST | WILKES BARRE TWP | PA | 18702 | NONE | N/A | COLLEGE SCHOLARSHIP | $15,000 | |
| DYMOND MATTHEW | ||||||||
| 103 PUTNAM STREET | TUNKHANNOCK | PA | 18657 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,000 | |
| EIGHAZAL DANIA | ||||||||
| 223 N SUMNER AVE | SCRANTON | PA | 18504 | NONE | N/A | COLLEGE SCHOLARSHIP | $18,000 | |
| FIELDS LILLIAN | ||||||||
| 52 N MILL ST | NATICOKE | PA | 18634 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,022 | |
| FRANKEVICH JOSHUA | ||||||||
| 657 BODLE RD | WYOMING | PA | 18644 | NONE | N/A | COLLEGE SCHOLARSHIP | $3,000 | |
| FREAR SAMANTHA | ||||||||
| 121 CHURCH ROAD | FACTORYVILLE | PA | 18419 | NONE | N/A | COLLEGE SCHOLARSHIP | $11,226 | |
| GERICHTEN DOUGLAS | ||||||||
| 310 2ND ST | PECKVILLE | PA | 18452 | NONE | N/A | COLLEGE SCHOLARSHIP | $2,667 | |
| GIL JAMARY | ||||||||
| 2 GRAND ST | SCRANTON | PA | 18505 | NONE | N/A | COLLEGE SCHOLARSHIP | $15,000 | |
| GREGORI TIFFANY | ||||||||
| 102 CHURCH ST | EYNON | PA | 18403 | NONE | N/A | COLLEGE SCHOLARSHIP | $4,500 | |
| GULMOHAMMAD NARGES | ||||||||
| 534 ADAMS AVE | SCRANTON | PA | 18510 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,122 | |
| GURDZINSKI GABRIELLE | ||||||||
| 104 NORFOLK WAY | SCRANTON | PA | 18504 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,000 | |
| HERRON CECILLA | ||||||||
| 616 MYRTLE ST | SCRANTON | PA | 18510 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,000 | |
| IDE AARON | ||||||||
| 671 DERWIN ROAD | MONROE TOWNSHIP | PA | 18636 | NONE | N/A | COLLEGE SCHOLARSHIP | $101 | |
| KANE ANNA | ||||||||
| 163 STAPLETON ESTATES | FACTORYVILLE | PA | 18419 | NONE | N/A | COLLEGE SCHOLARSHIP | $3,000 | |
| KELLER KIMBERLY | ||||||||
| 104 ANTHONY DRIVE | TAYLOR | PA | 18517 | NONE | N/A | COLLEGE SCHOLARSHIP | $9,000 | |
| KINBACK AMANDA | ||||||||
| 18 DONNA DR | FACTORYVILLE | PA | 18419 | NONE | N/A | COLLEGE SCHOLARSHIP | $6,000 | |
| KING JULIA | ||||||||
| 709 MYRTLE STREET | SCRANTON | PA | 18510 | NONE | N/A | COLLEGE SCHOLARSHIP | $4,500 | |
| KIRSCHNER SAMANTHA | ||||||||
| 28 BEECHNUT DRIVE | GOULDSBORO | PA | 18424 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,000 | |
| KWOK FLORENCE | ||||||||
| 639 CAREY AVE | WILKESBARRE | PA | 18702 | NONE | N/A | COLLEGE SCHOLARSHIP | $8,614 | |
| LEE MIRANDA | ||||||||
| 14 SUSQUEHANNA AVE | TUNKHANNOCK | PA | 18657 | NONE | N/A | COLLEGE SCHOLARSHIP | $7,500 | |
| LUKE DANIEL | ||||||||
| 3701 E 13TH ST N | WICHITA | KS | 67208 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,000 | |
| LUPICO CASSIDY | ||||||||
| 11251 LADY JANE LOOP | MANASSAS | VA | 20109 | NONE | N/A | COLLEGE SCHOLARSHIP | $1,000 | |
| MATTI TARYN | ||||||||
| 4318 SR 438 | DALTON | PA | 18414 | NONE | N/A | COLLEGE SCHOLARSHIP | $7,500 | |
| MCGEEHAN MACKENZIE | ||||||||
| 133 N RIVER ST | WILKES BARRE | PA | 18711 | NONE | N/A | COLLEGE SCHOLARSHIP | $6,000 | |
| MCHALE KYLE | ||||||||
| 247 PARRISH STREET | WILKESBARRE | PA | 18702 | NONE | N/A | COLLEGE SCHOLARSHIP | $17,346 | |
| MILLER KAYLA | ||||||||
| 303 2ND ST | TOWANDA | PA | 18848 | NONE | N/A | COLLEGE SCHOLARSHIP | $6,000 | APT 1 |
| MORGESE GINA | ||||||||
| PO BOX 263 | CARBONDALE | PA | 18407 | NONE | N/A | COLLEGE SCHOLARSHIP | $7,500 | |
| MOSLUK DARIAN | ||||||||
| 161 JAYNE ROAD | TUNHANNOCK | PA | 18657 | NONE | N/A | COLLEGE SCHOLARSHIP | $11,000 | |
| MURRAY KRISTYN | ||||||||
| 58 COMSTOCK RD | TUNKHANNOCK | PA | 18657 | NONE | N/A | COLLEGE SCHOLARSHIP | $12,281 | |
| MUSTO EMMA | ||||||||
| 277 SHORT HILL DRIVE | CLARKS GREEN | PA | 18411 | NONE | N/A | COLLEGE SCHOLARSHIP | $3,750 | |
| NICHOLS GRAEME | ||||||||
| 6 LEE ANN LN | SCOTT TWP | PA | 18447 | NONE | N/A | COLLEGE SCHOLARSHIP | $7,000 | |
| NOCITO CASSANDRA | ||||||||
| 424 RIDGE ROAD | PITTSTON | PA | 186409522 | NONE | N/A | COLLEGE SCHOLARSHIP | $19,783 | |
| OSTROWSKY NOAH | ||||||||
| 473 SR 292E | TUNKHANNOCK | PA | 18657 | NONE | N/A | COLLEGE SCHOLARSHIP | $12,000 | |
| PATEL DHRUVALKUMAR | ||||||||
| 612 ADAMS AVE | SCRANTON | PA | 18510 | NONE | N/A | COLLEGE SCHOLARSHIP | $15,000 | |
| PENNACHIO RAY | ||||||||
| 298 BENTON RD | N ABINGTON TWP | PA | 18414 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,000 | |
| PETRO-WESNAK MADISON | ||||||||
| 600 SCHOOL ST | MOOSIC | PA | 18507 | NONE | N/A | COLLEGE SCHOLARSHIP | $8,000 | |
| POLI CHARLES | ||||||||
| 9 FAIRLAWN DR | HUGHESTOWN | PA | 18640 | NONE | N/A | COLLEGE SCHOLARSHIP | $2,500 | |
| PRICE JONATHAN | ||||||||
| 82 MILL MOUNTAIN RD | DRUMS | PA | 18222 | NONE | N/A | COLLEGE SCHOLARSHIP | $8,055 | |
| QUICK MEGAN | ||||||||
| 89 MAPLE AVE | TUNHANNOCK | PA | 18657 | NONE | N/A | COLLEGE SCHOLARSHIP | $14,000 | |
| 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 | $8,612 | |
| REYAN TANNER | ||||||||
| 1730 WILLIAMS ROAD | FRIENDSVILLE | PA | 18818 | NONE | N/A | COLLEGE SCHOLARSHIP | $16,057 | |
| ROBINSON BEN | ||||||||
| PO BOX 103 | DALTON | PA | 18414 | NONE | N/A | COLLEGE SCHOLARSHIP | $2,713 | |
| 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 | $7,500 | |
| SALAZAR XIOMARA | ||||||||
| 930 E 6TH ST | BERWICK | PA | 18603 | NONE | N/A | COLLEGE SCHOLARSHIP | $3,203 | |
| SANDERCOCK EVAN | ||||||||
| 225 LILY LAKE ROAD | DALTON | PA | 18414 | NONE | N/A | COLLEGE SCHOLARSHIP | $15,000 | |
| SCANLON MARGARET | ||||||||
| 2744 RANSOM ROAD | CLARKS SUMMIT | PA | 184119647 | NONE | N/A | COLLEGE SCHOLARSHIP | $3,000 | |
| SEMYON CASSANDRA | ||||||||
| 302 HOLLENBACK ST | MOOSIC | PA | 18507 | NONE | N/A | COLLEGE SCHOLARSHIP | $7,500 | |
| 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 | $5,000 | |
| SIESS VICTORIA | ||||||||
| 815 HILL STREET | THROOP | PA | 18512 | NONE | N/A | COLLEGE SCHOLARSHIP | $18,208 | |
| 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 | $3,500 | |
| 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 | |
| TEMSAMRIT BRIAN | ||||||||
| 821 LOCUST ST | SCRANTON | PA | 18504 | NONE | N/A | COLLEGE SCHOLARSHIP | $2,500 | |
| VANDORICK KELCY | ||||||||
| 209 ELIZABETH LANE | FACTORYVILLE | PA | 18419 | NONE | N/A | COLLEGE SCHOLARSHIP | $13,657 | |
| 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 | $1,500 | |
| WADIKA MICHELLE | ||||||||
| 1403 PROSPECT AVE | SCRANTON | PA | 185051734 | NONE | N/A | COLLEGE SCHOLARSHIP | $3,750 | |
| WALTER AMANDA | ||||||||
| 166 S MAIN ST | ARCHBALD | PA | 184031731 | NONE | N/A | COLLEGE SCHOLARSHIP | $2,500 | |
| 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 | $10,000 | |
| WILLIAMS MORGANN | ||||||||
| 117 CHURCH ST | TAYLOR | PA | 18517 | NONE | N/A | COLLEGE SCHOLARSHIP | $11,889 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $744,735 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $55,303 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $182,416 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $290,693 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,671 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$98,700 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (5 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|
| OTHER INCOME - R/E | $1,712 | ||
| GAIN/LOSS ON SALE SCRAP MET | $7,007 | ||
| SUB PMT IN LIEU OF DIV OR I | 14 | $801 | |
| CHARITABLE GIFTS RECEIVED | $50 | ||
| LOSS ON SPRUCE ST DEPOSIT | $3,000 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $430,513 | ExclusionAmt |
| Related Or Exempt Function Incm | $13,440 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $443,953 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SUSQUEHANNA APARTMENTS | $240 | $240 | |
| 872 SALEM BLVD,SHICKSHINNY | $120 | $120 | |
| 915 ROUTE 6, TUNKHANNOCK PA | $469 | $469 | |
| INDIRECT ACCOUNTING FEES | $7,050 | $3,525 | $3,525 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (161 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 | $120,624 | S/L | 27.5000 | $20,245 | $20,245 |
| LAND IMPROVEMENTS-CARRYOVER BASIS | 2010-01-01 | $50,017 | $21,960 | 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 | $1,548 | 200DB | 5.0000 | $97 | $97 |
| NEW CARPET | 2012-04-30 | $256 | $233 | 200DB | 5.0000 | $15 | $15 |
| REFRIGERATOR | 2012-04-30 | $265 | $242 | 200DB | 5.0000 | $15 | $15 |
| NEW CARPET | 2012-05-31 | $256 | $233 | 200DB | 5.0000 | $15 | $15 |
| REFRIGERATOR | 2012-05-31 | $265 | $242 | 200DB | 5.0000 | $15 | $15 |
| DEHUMIDIFIER | 2012-06-30 | $79 | $72 | 200DB | 5.0000 | $5 | $5 |
| WATER HEATER | 2012-06-30 | $150 | $137 | 200DB | 5.0000 | $9 | $9 |
| NEW CARPET | 2012-06-30 | $575 | $525 | 200DB | 5.0000 | $33 | $33 |
| WATER HEATER | 2012-06-30 | $917 | $837 | 200DB | 5.0000 | $53 | $53 |
| NEW CARPET | 2012-09-30 | $256 | $233 | 200DB | 5.0000 | $15 | $15 |
| 2 OIL TANKS | 2012-12-31 | $609 | $557 | 200DB | 5.0000 | $35 | $35 |
| JOHN DEERE MOWER | 2012-05-13 | $2,226 | $2,034 | 200DB | 5.0000 | $128 | $128 |
| OIL TANKS | 2013-01-31 | $1,001 | $713 | 200DB | 5.0000 | $115 | $115 |
| CARPET | 2013-03-31 | $268 | $191 | 200DB | 5.0000 | $31 | $31 |
| REFRIGERATOR | 2013-04-30 | $276 | $196 | 200DB | 5.0000 | $32 | $32 |
| CARPET | 2013-06-30 | $502 | $357 | 200DB | 5.0000 | $58 | $58 |
| DEHUMIDIFIER | 2013-07-31 | $124 | $88 | 200DB | 5.0000 | $15 | $15 |
| CARPET | 2013-09-30 | $349 | $248 | 200DB | 5.0000 | $40 | $40 |
| WASHER | 2013-10-31 | $359 | $256 | 200DB | 5.0000 | $41 | $41 |
| WATER HEATER | 2013-12-31 | $148 | $106 | 200DB | 5.0000 | $17 | $17 |
| REFRIGERATOR | 2014-02-28 | $596 | $453 | 200DB | 5.0000 | $57 | $57 |
| WATER HEATER | 2014-04-30 | $1,087 | $826 | 200DB | 5.0000 | $104 | $104 |
| CARPET | 2014-05-31 | $368 | $280 | 200DB | 5.0000 | $35 | $35 |
| WATER HEATER | 2014-07-31 | $872 | $663 | 200DB | 5.0000 | $83 | $83 |
| REFRIGERATOR | 2014-08-31 | $252 | $191 | 200DB | 5.0000 | $24 | $24 |
| WATER HEATER | 2014-08-31 | $266 | $202 | 200DB | 5.0000 | $26 | $26 |
| CARPET | 2014-12-31 | $380 | $289 | 200DB | 5.0000 | $37 | $37 |
| CARPET | 2014-07-31 | $354 | $269 | 200DB | 5.0000 | $34 | $34 |
| NEW CARPET | 2015-04-30 | $536 | $322 | 200DB | 5.0000 | $85 | $85 |
| NEW CABINET DRAWERS | 2015-05-31 | $56 | $34 | 200DB | 5.0000 | $9 | $9 |
| NEW CARPET | 2015-07-31 | $708 | $425 | 200DB | 5.0000 | $113 | $113 |
| NEW REFRIGERATOR | 2015-08-31 | $310 | $186 | 200DB | 5.0000 | $50 | $50 |
| PARKING LOT SEALING | 2015-10-31 | $1,845 | $969 | 150DB | 15.0000 | $87 | $87 |
| CARPET | 2015-11-30 | $268 | $161 | 200DB | 5.0000 | $43 | $43 |
| CARPET | 2015-12-31 | $401 | $240 | 200DB | 5.0000 | $64 | $64 |
| WASHER & DRYER | 2016-05-09 | $374 | 200DB | 5.0000 | $224 | $224 | |
| WATER HEATER | 2016-05-09 | $883 | 200DB | 5.0000 | $530 | $530 | |
| CARPET CLEANER | 2016-08-03 | $105 | 200DB | 5.0000 | $63 | $63 | |
| CARPET | 2016-12-08 | $354 | 200DB | 5.0000 | $212 | $212 | |
| DRIVEWAY SEALING | 2016-05-25 | $3,073 | 150DB | 15.0000 | $1,613 | $1,613 | |
| LAND-BASIS FROM ESTATE | 2010-01-01 | $9,100 | |||||
| BUILDING-BASIS FROM ESTATE | 2010-01-01 | $106,139 | $22,997 | S/L | 27.5000 | $3,860 | $3,860 |
| FURNISHINGS | 2010-06-15 | $244 | $244 | 200DB | 5.0000 | ||
| LAND-BASIS FROM ESTATE | 2010-01-01 | $10,000 | |||||
| BUILDING-BASIS FROM ESTATE | 2010-01-01 | $103,680 | $22,483 | S/L | 27.5000 | $3,770 | $3,770 |
| IMPROVEMENTS | 2011-06-15 | $2,383 | $394 | S/L | 27.5000 | $86 | $86 |
| NEW WASHER (10 PA AVE) | 2015-01-05 | $450 | $270 | 200DB | 5.0000 | $72 | $72 |
| USED REFRIGERATOR (12 PA AVE) | 2015-07-15 | $400 | $80 | 200DB | 5.0000 | $128 | $128 |
| OAK FLOORING (12 PA AVE) | 2015-07-28 | $281 | $145 | S/L | 15.0000 | $10 | $10 |
| FLOORING (10 PA AVE) | 2016-04-05 | $432 | S/L | 15.0000 | $223 | $223 | |
| LAND-BASIS FROM ESTATE | 2010-01-01 | $7,700 | |||||
| BUILDING-BASIS FROM ESTATE | 2010-01-01 | $78,102 | $16,922 | S/L | 27.5000 | $2,840 | $2,840 |
| IMPROVEMENTS | 2010-12-01 | $655 | $120 | 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 | $239 | 200DB | 5.0000 | $64 | $64 |
| WATER HEATER (220) | 2016-07-20 | $719 | 200DB | 5.0000 | $432 | $432 | |
| PORCH REPAIRS (220) | 2016-06-13 | $381 | S/L | 15.0000 | $197 | $197 | |
| LAND @ FMV 1/1/10 | 2010-01-01 | $4,400 | |||||
| BUILDING @ FMV 1/1/10 | 2010-01-01 | $105,600 | $22,880 | S/L | 27.5000 | $3,840 | $3,840 |
| IMPROVEMENTS | 2010-11-02 | $248 | $46 | S/L | 27.5000 | $9 | $9 |
| IMPROVEMENTS | 2011-06-15 | $179 | $30 | S/L | 27.5000 | $7 | $7 |
| NEW CARPET | 2012-07-09 | $2,285 | $2,088 | 200DB | 5.0000 | $131 | $131 |
| WASHER & DRYER | 2012-12-14 | $514 | $470 | 200DB | 5.0000 | $29 | $29 |
| RANGE | 2013-03-11 | $514 | $366 | 200DB | 5.0000 | $59 | $59 |
| FURNITURE | 2013-05-12 | $261 | $186 | 200DB | 5.0000 | $30 | $30 |
| STOVE | 2014-01-29 | $503 | $383 | 200DB | 5.0000 | $48 | $48 |
| LAWN MOWER | 2016-09-14 | $180 | 200DB | 5.0000 | $108 | $108 | |
| WATER HEATER | 2016-12-19 | $507 | 200DB | 5.0000 | $304 | $304 | |
| LAND @ FMV 1/1/10 | 2010-01-01 | $8,080 | |||||
| BUILDING @ FMV 1/1/10 | 2010-01-01 | $92,920 | $20,133 | S/L | 27.5000 | $3,379 | $3,379 |
| IMPROVEMENTS | 2010-12-15 | $10,268 | $1,883 | S/L | 27.5000 | $373 | $373 |
| IMPROVEMENTS | 2011-06-15 | $929 | $153 | S/L | 27.5000 | $34 | $34 |
| FURNISHINGS | 2011-06-15 | $1,971 | $1,971 | 200DB | 5.0000 | ||
| FURNACE | 2014-03-13 | $4,639 | $302 | S/L | 27.5000 | $169 | $169 |
| BUILDING IMPROVEMENTS | 2014-11-26 | $6,445 | $3,545 | S/L | 15.0000 | $214 | $214 |
| NEW REFRIGERATOR | 2015-08-31 | $450 | $270 | 200DB | 5.0000 | $72 | $72 |
| NEW CARPET | 2015-09-30 | $2,100 | $1,260 | 200DB | 5.0000 | $336 | $336 |
| SEWER LINE | 2016-05-25 | $591 | S/L | 15.0000 | $306 | $306 | |
| WATER HEATER | 2016-12-15 | $280 | 200DB | 5.0000 | $168 | $168 | |
| LAND-BASIS FROM ESTATE | 2010-01-01 | $8,200 | |||||
| BUILDING-BASIS FROM ESTATE | 2010-01-01 | $65,490 | $14,189 | S/L | 27.5000 | $2,381 | $2,381 |
| STOVE | 2014-05-30 | $636 | $483 | 200DB | 5.0000 | $61 | $61 |
| REFRIGERATOR | 2014-05-30 | $584 | $444 | 200DB | 5.0000 | $56 | $56 |
| REFRIGERATOR | 2014-08-12 | $585 | $445 | 200DB | 5.0000 | $56 | $56 |
| STOVE | 2014-08-12 | $460 | $350 | 200DB | 5.0000 | $44 | $44 |
| DISHWASHER | 2014-08-12 | $400 | $304 | 200DB | 5.0000 | $38 | $38 |
| CARPET | 2014-08-19 | $1,100 | $836 | 200DB | 5.0000 | $106 | $106 |
| IMPROVEMENTS | 2014-10-03 | $1,092 | $601 | 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 | $30,913 | S/L | 39.0000 | $5,188 | $5,188 |
| WATER PUMP | 2012-01-25 | $795 | $726 | 200DB | 5.0000 | $46 | $46 |
| LAND-BASIS FROM ESTATE | 2010-01-01 | $100,000 | |||||
| BUILDING-BASIS FROM ESTATE | 2010-01-01 | $200,819 | $30,681 | S/L | 39.0000 | $5,149 | $5,149 |
| IMPROVEMENTS-BARRACKS | 2010-10-15 | $3,032 | $405 | S/L | 39.0000 | $78 | $78 |
| HEAT PUMP | 2010-03-01 | $7,900 | $1,173 | S/L | 39.0000 | $203 | $203 |
| IMPROVEMENTS-BARRACKS | 2011-06-15 | $1,711 | $199 | S/L | 39.0000 | $44 | $44 |
| NEW BASE CABINETS | 2012-10-11 | $508 | $464 | 200DB | 5.0000 | $29 | $29 |
| WATER HEATER | 2013-01-28 | $328 | $233 | 200DB | 5.0000 | $38 | $38 |
| HEATING UNIT | 2013-08-26 | $2,008 | $122 | S/L | 39.0000 | $52 | $52 |
| PARKING LOT PAVING | 2013-05-31 | $32,000 | $7,376 | 150DB | 15.0000 | $2,462 | $2,462 |
| HVAC | 2014-07-30 | $5,185 | $194 | S/L | 39.0000 | $133 | $133 |
| IMPROVEMENTS | 2016-06-26 | $1,145 | S/L | 15.0000 | $592 | $592 | |
| LAND @ FMV 1/1/10 | 2010-01-01 | $180,090 | |||||
| BUILDING @ FMV 1/1/10 | 2010-01-01 | $486,910 | $74,389 | S/L | 39.0000 | $12,485 | $12,485 |
| IMPROVEMENTS-BARRACKS | 2011-06-15 | $22,681 | $2,641 | S/L | 39.0000 | $582 | $582 |
| NEW HEATING UNIT | 2012-02-29 | $16,880 | $2,379 | S/L | 27.5000 | $613 | $613 |
| RANGE | 2013-09-04 | $480 | $342 | 200DB | 5.0000 | $55 | $55 |
| NEW WATER TREATMENT SYSTEM | 2015-06-29 | $2,942 | $1,520 | S/L | 15.0000 | $98 | $98 |
| PARKING LOT SEALING | 2015-10-20 | $4,943 | $2,595 | 150DB | 15.0000 | $235 | $235 |
| REFRIGERATOR | 2016-08-25 | $505 | 200DB | 5.0000 | $303 | $303 | |
| FLOORING | 2016-01-14 | $335 | S/L | 15.0000 | $173 | $173 | |
| BULLET PROOF GLASS | 2016-01-26 | $2,335 | S/L | 15.0000 | $1,207 | $1,207 | |
| FLOORING | 2016-04-20 | $2,021 | S/L | 15.0000 | $1,044 | $1,044 | |
| IMPROVEMENTS | 2016-04-28 | $1,569 | S/L | 15.0000 | $811 | $811 | |
| IMPROVEMENTS | 2016-05-23 | $3,768 | S/L | 15.0000 | $1,947 | $1,947 | |
| LAND-BASIS FROM ESTATE | 2010-01-01 | $20,800 | |||||
| BUILDING-BASIS FROM ESTATE | 2010-01-01 | $116,023 | $25,138 | 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 | $43,056 | S/L | 39.0000 | $7,226 | $7,226 |
| IMPROVEMENTS-BARRACKS | 2010-09-30 | $3,909 | $530 | 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 | $3,198 | 200DB | 5.0000 | $201 | $201 |
| CARPET | 2013-12-30 | $600 | $427 | 200DB | 5.0000 | $69 | $69 |
| HEATING UNIT | 2013-06-17 | $2,216 | $144 | S/L | 39.0000 | $57 | $57 |
| HVAC | 2014-07-09 | $4,385 | $2,274 | S/L | 39.0000 | $57 | $57 |
| CARPET | 2014-01-17 | $1,790 | $1,360 | 200DB | 5.0000 | $172 | $172 |
| CARPET | 2014-02-13 | $1,685 | $1,281 | 200DB | 5.0000 | $161 | $161 |
| PARKING AREA | 2014-09-10 | $6,728 | $3,852 | 150DB | 15.0000 | $288 | $288 |
| RESTRIPPING LOT | 2016-04-28 | $550 | 150DB | 15.0000 | $289 | $289 | |
| LAND-BASIS FROM ESTATE | 2010-01-01 | $90,000 | |||||
| BUILDING-BASIS FROM ESTATE | 2010-01-01 | $329,128 | $50,284 | S/L | 39.0000 | $8,439 | $8,439 |
| LAND IMPROVEMENTS | 2010-01-01 | $5,185 | $2,277 | 150DB | 15.0000 | $306 | $306 |
| EQUIPMENT | 2010-01-01 | $24,276 | $21,026 | 200DB | 7.0000 | $2,167 | $2,167 |
| CARPET | 2013-05-10 | $1,380 | $983 | 200DB | 5.0000 | $159 | $159 |
| WATER HEATER | 2014-01-29 | $315 | $239 | 200DB | 5.0000 | $31 | $31 |
| DUCT WORK | 2015-02-19 | $2,070 | $46 | S/L | 39.0000 | $54 | $54 |
| NEW BASEBOARD HEAT | 2015-03-05 | $1,380 | $28 | S/L | 39.0000 | $35 | $35 |
| NEW CONCRETE POSTS | 2015-06-29 | $161 | $83 | S/L | 15.0000 | $6 | $6 |
| HEATERS | 2016-12-29 | $126 | 200DB | 5.0000 | $76 | $76 | |
| RESTRIPPING LOT | 2016-05-31 | $350 | 150DB | 15.0000 | $184 | $184 | |
| LAND @ FMV 1/1/10 | 2010-01-01 | $38,750 | |||||
| BUILDING @ FMV 1/1/10 | 2010-01-01 | $116,250 | $25,187 | S/L | 27.5000 | $4,227 | $4,227 |
| LAND - BASIS FROM ESTATE | 2010-01-01 | $7,800 | |||||
| BUILDING - BASIS FROM ESTATE | 2010-01-01 | $85,310 | $18,465 | S/L | 27.5000 | $3,102 | $3,102 |
| CARPET & VINYL | 2013-08-28 | $104 | $74 | 200DB | 5.0000 | $12 | $12 |
| RANGE | 2013-06-05 | $475 | $338 | 200DB | 5.0000 | $55 | $55 |
| APARTMENT IMPROVEMENTS | 2013-05-12 | $4,293 | $289 | S/L | 39.0000 | $110 | $110 |
| REPLACEMENT WINDOWS | 2015-10-20 | $858 | $443 | S/L | 15.0000 | $29 | $29 |
| FURNACE | 2016-10-01 | $2,832 | 200DB | 5.0000 | $1,699 | $1,699 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (26 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| SEE ATTACHMENT D-1 | PURCHASE | $42,755 | $48,644 | -$5,889 |
| SEE ATTACHMENT D-1 | PURCHASE | $407 | $407 | |
| SEE ATTACHMENT D-1 | PURCHASE | $155,606 | $176,500 | -$20,894 |
| SEE ATTACHMENT D-1 | PURCHASE | $2,107 | $688 | $1,419 |
| SEE ATTACHMENT D-2 | PURCHASE | $760,611 | $762,455 | -$1,844 |
| SEE ATTACHMENT D-2 | PURCHASE | $838,591 | $768,781 | $69,810 |
| SEE ATTACHMENT D-2 | PURCHASE | $110,589 | $62,783 | $47,806 |
| SEE ATTACHMENT D-2 | PURCHASE | $28 | $28 | |
| SEE ATTACHMENT D-3 | PURCHASE | $306,446 | $327,294 | -$20,848 |
| SEE ATTACHMENT D-3 | PURCHASE | $332,978 | $274,566 | $58,412 |
| SEE ATTACHMENT D-3 | PURCHASE | $1,243 | $822 | $421 |
| SEE ATTACHMENT D-3 | PURCHASE | $51 | $51 | |
| SEE ATTACHMENT D-4 | PURCHASE | $162,911 | $180,490 | -$17,579 |
| SEE ATTACHMENT D-4 | PURCHASE | $572,287 | $600,560 | -$28,273 |
| SEE ATTACHMENT D-5 | PURCHASE | $2,373 | $2,435 | -$62 |
| SEE ATTACHMENT D-5 | PURCHASE | $173,338 | $192,550 | -$19,212 |
| SEE ATTACHMENT D-6 | PURCHASE | $530,286 | $537,283 | -$6,997 |
| SEE ATTACHMENT D-6 | PURCHASE | $1,236,115 | $1,372,153 | -$136,038 |
| SEE ATTACHMENT D-6 | PURCHASE | $112,470 | $108,236 | $4,234 |
| SEE ATTACHMENT D-7 | PURCHASE | $1,193,434 | $1,197,491 | -$4,057 |
| SEE ATTACHMENT D-7 | PURCHASE | $512,867 | $508,873 | $3,994 |
| SEE ATTACHMENT D-7 | PURCHASE | $25 | $25 | |
| SEE ATTACHMENT D-8 | PURCHASE | $97,440 | $98,742 | -$1,302 |
| SEE ATTACHMENT D-8 | PURCHASE | $186,928 | $173,618 | $13,310 |
| SEE ATTACHMENT D-8 | PURCHASE | $45 | $45 | |
| SEE ATTACHMENT D-9 | PURCHASE | $21,872 | $24,072 | -$2,200 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MERRILL LYNCH 10792 | $2,857,924 | $2,857,924 |
| JACKSON LIFE ANNUITY | $1,750,000 | $1,750,000 |
| MERRILL LYNCH 10497 | $1,642,877 | $1,642,877 |
| MERRILL LYNCH 11080 | $1,398,250 | $1,398,250 |
| MERRILL LYNCH 10793 | $1,351,458 | $1,351,458 |
| MERRILL LYNCH 10791 | $1,339,177 | $1,339,177 |
| MERRILL LYNCH 10499 | $684,970 | $684,970 |
| MERRILL LYNCH 10498 | $585,118 | $585,118 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| BUILDING | $3,034,358 | $654,963 | $2,379,395 | $3,034,358 |
| LAND IMPROVEMENTS | $127,241 | $69,995 | $57,246 | $127,241 |
| EQUIPMENT & FURNISHINGS | $97,586 | $77,685 | $19,901 | $97,586 |
| LAND | $742,760 | $742,760 | $742,760 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | CategoryTxt |
| Legal Fees | $2,027 | LegalFeesAmt |
| Disbursements Charitable Prps | $2,027 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPOSIT IN TRANSIT - ROYALTIES | Desc |
| BOY Book Value | $182 | BOYBookValueAmt |
| EOY Book Value | $40 | EOYBookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK V TAX INCOME | Desc |
| Amt | $801 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (82 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SUSQUEHANNA APARTMENTS | |||
| INSURANCE | $12,466 | $12,466 | |
| REPAIRS & MAINTENANCE | $12,296 | $12,296 | |
| TRASH COLLECTION | $4,868 | $4,868 | |
| GROUND MAINTENANCE | $1,354 | $1,354 | |
| VEHICLE EXPENSE | $1,129 | $1,129 | |
| TENANT FUNCTIONS | $1,020 | $1,020 | |
| OFFICE EXPENSE | $750 | $750 | |
| PEST CONTROL | $616 | $616 | |
| SYSTEM TESTING | $272 | $272 | |
| SPECIAL CLEANING | $103 | $103 | |
| DUES & DONATION | $100 | $100 | |
| SNOW REMOVAL | $94 | $94 | |
| 53WYOMINGAVE &55 W HARRISON | |||
| INSURANCE | $676 | $676 | |
| REPAIRS & MAINTENANCE | $1,209 | $1,209 | |
| 10-12 PA AVE,TUNKHANNOCK PA | |||
| GROUND MAINTENANCE | $450 | $450 | |
| INSURANCE | $1,078 | $1,078 | |
| 220-222 NEW MALLERY PL, WB | |||
| INSURANCE | $1,229 | $1,229 | |
| PEST CONTROL | $360 | $360 | |
| REPAIRS & MAINTENANCE | $153 | $153 | |
| RECYCLING FEES | $100 | $100 | |
| LEVEE FEE | $47 | $47 | |
| 224 NEW MALLERY PL, WB | |||
| INSURANCE | $1,689 | $1,689 | |
| REPAIRS & MAINTENANCE | $935 | $935 | |
| PEST CONTROL | $480 | $480 | |
| RENTAL INSPENCTIONS | $300 | $300 | |
| RECYCLING FEES | $200 | $200 | |
| LEVEE FEE | $94 | $94 | |
| 228-230 NEW MALLERY PL WB | |||
| REPAIRS & MAINTENANCE | $2,356 | $2,356 | |
| INSURANCE | $1,671 | $1,671 | |
| PEST CONTROL | $480 | $480 | |
| RENTAL INSPENCTIONS | $325 | $325 | |
| RECYCLING FEES | $200 | $200 | |
| LEVEE FEE | $47 | $47 | |
| 35 SECOND STREET, TUNK PA | |||
| INSURANCE | $721 | $721 | |
| 5730 INTERCHANGE, LEHIGHTON | |||
| INSURANCE | $1,931 | $1,931 | |
| GROUND MAINTENANCE | $1,113 | $1,113 | |
| 1745 VALLEY RD, MANSFIELD | |||
| REPAIRS & MAINTENANCE | $14,913 | $14,913 | |
| INSURANCE | $2,398 | $2,398 | |
| WATER TESTING | $319 | $319 | |
| SYSTEM TESTING | $173 | $173 | |
| 872 SALEM BLVD,SHICKSHINNY | |||
| REPAIRS & MAINTENANCE | $13,973 | $13,973 | |
| INSURANCE | $2,704 | $2,704 | |
| GROUND MAINTENANCE | $1,500 | $1,500 | |
| PEST CONTROL | $540 | $540 | |
| WATER TESTING | $199 | $199 | |
| 22 SPRUCE STREET, TUNK PA | |||
| INSURANCE | $829 | $829 | |
| RR1 ROUTE 6&PA 220N TOWANDA | |||
| REPAIRS & MAINTENANCE | $4,756 | $4,756 | |
| INSURANCE | $2,662 | $2,662 | |
| PEST CONTROL | $540 | $540 | |
| SYSTEM TESTING | $518 | $518 | |
| WATER TESTING | $269 | $269 | |
| 915 ROUTE 6, TUNKHANNOCK PA | |||
| REPAIRS & MAINTENANCE | $7,560 | $7,560 | |
| INSURANCE | $2,604 | $2,604 | |
| MAT RENTAL | $840 | $840 | |
| PEST CONTROL | $480 | $480 | |
| WATER TESTING | $470 | $470 | |
| 119 WARREN ST TUNKHANNOCK | |||
| INSURANCE | $825 | $825 | |
| PEST CONTROL | $360 | $360 | |
| 35 WYOMING AVE | |||
| INSURANCE | $888 | $888 | |
| REPAIRS & MAINTENANCE | $427 | $427 | |
| EXPENSES | |||
| MERRILL LYNCH FEES | $111,081 | $111,081 | |
| OFFICE EXPENSE | $4,705 | $2,353 | $2,352 |
| SERVICE CHARGES/FEES - STOCK | $4,191 | $4,191 | |
| BANK SERVICE CHARGE | $105 | $105 | |
| INSURANCE | $1,084 | $1,084 | |
| GATHERING FEE | $195 | $195 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ROYALTY INCOME | $1,671 | $1,671 |
| OTHER INCOME - R/E | $1,712 | $1,712 |
| GAIN/LOSS ON SALE SCRAP METAL | $7,007 | $7,007 |
| SUB PMT IN LIEU OF DIV OR INT | $801 | $801 |
| CHARITABLE GIFTS RECEIVED | $50 | $50 |
| LOSS ON SPRUCE ST DEPOSIT | $3,000 | $3,000 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| NON REPORTED INCOME | $42,202 |
| BOOK VS TAX DEDUCTIONS | $1,182 |
| UNREALIZED APPRECIATION IN MARKET SECURITIES | $550,462 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| SECURITY DEPOSITS | $10,980 | $11,005 |
| DEPOSIT ON SALE - SPRUCE STREET | $3,000 | |
| PAYROLL TAXES | $534 | $322 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SUSQUEHANNA APARTMENTS | CategoryTxt |
| Amt | $34,874 | Amt |
| Net Investment Income | $34,874 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (16 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROPERTY TAX - OFFICE | $3,627 | $1,813 | $1,814 |
| SUSQUEHANNA APARTMENTS | $29,197 | $29,197 | |
| 53WYOMINGAVE &55 W HARRISON | $3,958 | $3,958 | |
| 10-12 PA AVE,TUNKHANNOCK PA | $4,500 | $4,500 | |
| 220-222 NEW MALLERY PL, WB | $2,920 | $2,920 | |
| 224 NEW MALLERY PL, WB | $3,791 | $3,791 | |
| 228-230 NEW MALLERY PL WB | $3,276 | $3,276 | |
| 35 SECOND STREET, TUNK PA | $4,126 | $4,126 | |
| 5730 INTERCHANGE, LEHIGHTON | $7,954 | $7,954 | |
| 1745 VALLEY RD, MANSFIELD | $8,416 | $8,416 | |
| 872 SALEM BLVD,SHICKSHINNY | $10,157 | $10,157 | |
| 22 SPRUCE STREET, TUNK PA | $3,440 | $3,440 | |
| RR1 ROUTE 6&PA 220N TOWANDA | $11,058 | $11,058 | |
| 915 ROUTE 6, TUNKHANNOCK PA | $13,529 | $13,529 | |
| 119 WARREN ST TUNKHANNOCK | $2,667 | $2,667 | |
| 35 WYOMING AVE | $3,000 | $3,000 |