ROY W PIPER CHARITABLE TR: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- ROY W PIPER CHARITABLE TR (EIN 20-7487500)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-12
- IRS object ID
- 201601339349101465
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other 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 | 2016-05-12T10:24:20-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-05-12 | 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 | 2016-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,811,989 | 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 | $64,328 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $64,328 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $215,196 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $215,196 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $702,371 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $702,371 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $287,507 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $472,120 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,840,742 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $472,120 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $16,347 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $15,628 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,470,362 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,469,643 | 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 | $18,205 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $12,570 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $5,635 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,255 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $155 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,100 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,950 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,950 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $38,236 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $38,236 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $501 | InterestRevAndExpnssAmt |
| Interest Dsbrs Chrtbl | $501 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $113,203 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $111,419 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,784 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $116,485 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $115,789 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $50,778 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $49,472 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $1,306 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,233 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,233 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,784 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $1,192 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $592 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $220,202 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $216,199 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,003 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $685,410 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $613,610 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $71,104 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $793,694 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $793,694 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,479,104 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $613,610 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $864,798 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$8,742 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $856,033 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $51,901 | CashBOYAmt |
| Cash EOY | $230,570 | CashEOYAmt |
| Cash EOYFMV | $230,570 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $357,429 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $245,015 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $245,015 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $28,614 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $9,746 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $9,746 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $12,389,946 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,347,948 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,347,948 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,434 | OtherInvestmentsBOYAmt |
| Land Bldg Equip Cost Or Other Bss | $3,978,528 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $683,970 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,389,792 | LandBOYAmt |
| Land EOY | $3,294,558 | LandEOYAmt |
| Land EOYFMV | $3,978,528 | LandEOYFMVAmt |
| Other Assets BOY | $95 | OtherAssetsBOYAmt |
| Other Assets EOY | $182 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $182 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $16,219,211 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,128,019 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,811,989 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $15,865 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $14,514 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $15,865 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,514 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $3,813,400 | UnrestrictedBOYAmt |
| Unrestricted EOY | $3,765,557 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $12,389,946 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $11,347,948 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,203,346 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,113,505 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,219,211 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,128,019 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,203,346 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$8,742 | ExcessRevenueOverExpensesAmt |
| Other Increases | $19,811 | OtherIncreasesAmt |
| Subtotal | $16,214,415 | SubtotalAmt |
| Other Decreases | $1,100,910 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,113,505 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $472,120 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $833,845 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $16,875,854 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049411 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $825,706 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $15,938,872 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051805 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $552,878 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $14,829,850 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.037281 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $580,461 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $14,498,633 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.040036 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $278,023 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $11,719,644 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.023723 | DistributionYr5Rt |
| Total Distribution | 0.202256 | TotalDistributionRt |
| Average Distribution | 0.040451 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $16,876,001 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $682,651 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,560 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $691,211 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $864,798 | 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 | $8,560 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8,560 | SubtotalAmt |
| Tax Based On Investment Income | $8,560 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $29,880 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $29,880 | TotalPaymentsAndCreditsAmt |
| Overpayment | $21,320 | OverpaymentAmt |
| Applied To ES Tax | $8,560 | AppliedToESTaxAmt |
| Refund | $12,760 | RefundAmt |
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 | $7,928 | $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 | $11,756,107 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $634,144 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,742,745 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,132,996 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $17,132,996 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $256,995 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,876,001 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $843,800 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $843,800 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,560 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,560 | TotalTaxAmt |
| Distributable Before Adj | $835,240 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $835,240 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $835,240 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $864,798 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $864,798 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $8,560 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $856,238 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $835,240 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $326,940 | UndistributedIncomePYAmt |
| Qualifying Distributions | $864,798 | QualifyingDistributionsAmt |
| Applied To Year1 | $326,940 | AppliedToYear1Amt |
| Applied To Current Year | $537,858 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $297,382 | 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 | |
| SEVEN LOAVES SOUP KITCHEN | ||||||||
| 51 WARREN ST | TUNKHANNOCK | PA | 18657 | NONE | PUBLIC | GENERAL GRANT | $5,000 | |
| 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 | $7,371 | |
| BENKO BRIDGET | ||||||||
| RR1 BOX 145 | DALTON | PA | 18414 | NONE | N/A | COLLEGE SCHOLARSHIP | $1,117 | |
| BERARDELLI KRISTA | ||||||||
| 1206 BREAKER CR DR | DICKSON CITY | PA | 18519 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,000 | |
| BERTO TAYLOR | ||||||||
| 46 SHARON DRIVE | MOOSIC | PA | 18507 | NONE | N/A | COLLEGE SCHOLARSHIP | $7,500 | |
| BILSKI SARAH | ||||||||
| 364 LAKE ST | DALLAS | PA | 18612 | NONE | N/A | COLLEGE SCHOLARSHIP | $15,000 | |
| BLEVINS JAMES | ||||||||
| 100 GRZYBOWSKI ROAD | SCOTT TOWNSHIP | PA | 184477614 | NONE | N/A | COLLEGE SCHOLARSHIP | $7,000 | |
| BREITA ALICIA | ||||||||
| 237 KEHRLI ROAD | FACTORYVILLE | PA | 18419 | NONE | N/A | COLLEGE SCHOLARSHIP | $14,428 | |
| CALLAS DANNIELLE | ||||||||
| 104 SOUTH LOTT RD | MESHOPPEN | PA | 18630 | NONE | N/A | COLLEGE SCHOLARSHIP | $9,472 | |
| CAMACHO MONSERRATH | ||||||||
| 549 EYNON ST | SCRANTON | PA | 18504 | NONE | N/A | COLLEGE SCHOLARSHIP | $15,000 | |
| CARLIN CASEY | ||||||||
| 929 RIVER ST | SCRANTON | PA | 18505 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,000 | |
| CENTRELLA ZACKARY | ||||||||
| 49 LUDLOW ST | NEW YORK | NY | 10002 | NONE | N/A | COLLEGE SCHOLARSHIP | $21,000 | APT 5D |
| 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 | $10,000 | |
| CONNOR CHRIS | ||||||||
| 1367 POST HILL ROAD | FACTORYVILLE | PA | 18419 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,500 | |
| COX LAURA | ||||||||
| 86 WILBUR HILL ROAD | DALTON | PA | 18414 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,000 | |
| COYNE MARION | ||||||||
| 1258 WATSON STREET | SCRANTON | PA | 18504 | NONE | N/A | COLLEGE SCHOLARSHIP | $7,913 | |
| CROCK CAMERON | ||||||||
| 108 STATE ST | NICHOLSON | PA | 18446 | NONE | N/A | COLLEGE SCHOLARSHIP | $32,494 | |
| DINGER JORDAN | ||||||||
| 820 LAYTON ROAD | SOUTH ABINGTON | PA | 18411 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,000 | |
| DIPASQUALE SKYLER | ||||||||
| 146 STATE ROUTE 239 | SHICKSHINNY | PA | 18655 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,000 | |
| DOUGHER LAUREN | ||||||||
| SCRANTON | SCRANTON | PA | 18504 | NONE | N/A | COLLEGE SCHOLARSHIP | $3,683 | |
| DYMOND MATTHEW | ||||||||
| 103 PUTNAM STREET | TUNKHANNOCK | PA | 18657 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,000 | |
| EIGHAZAL DANIA | ||||||||
| 223 N SUMNER AVE | SCRANTON | PA | 18504 | NONE | N/A | COLLEGE SCHOLARSHIP | $6,000 | |
| EIGHAZAL GEORGIA | ||||||||
| 223 N SUMNER AVE | SCRANTON | PA | 18504 | NONE | N/A | COLLEGE SCHOLARSHIP | $7,500 | |
| FREAR SAMANTHA | ||||||||
| 121 CHURCH ROAD | FACTORYVILLE | PA | 18419 | NONE | N/A | COLLEGE SCHOLARSHIP | $12,000 | |
| GREGORI TIFFANY | ||||||||
| 102 CHURCH ST | EYNON | PA | 18403 | NONE | N/A | COLLEGE SCHOLARSHIP | $2,250 | |
| GURDZINSKI GABRIELLE | ||||||||
| 104 NORFOLK WAY | SCRANTON | PA | 18504 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,000 | |
| GULMOHAMMAD NARGES | ||||||||
| 534 ADAMS AVE | SCRANTON | PA | 18510 | NONE | N/A | COLLEGE SCHOLARSHIP | $4,989 | |
| GUY KATHLEEN | ||||||||
| 112 STONY MOUNTAIN ROAD | TUNKHANNOCK | PA | 18657 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,000 | |
| HENN PAUL | ||||||||
| 32 SUNRISE LANE | TUNKHANNOCK | PA | 18657 | NONE | N/A | COLLEGE SCHOLARSHIP | $4,000 | |
| HERRON CECILLIA | ||||||||
| 616 MYRTLE STREET | SCRANTON | PA | 185101034 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,000 | |
| HOLEVA EMILY | ||||||||
| 123 BETTY STREET | EYNON | PA | 18403 | NONE | N/A | COLLEGE SCHOLARSHIP | $1,000 | |
| IDE AARON | ||||||||
| 671 DERWIN ROAD | MONROE TOWNSHIP | PA | 18636 | NONE | N/A | COLLEGE SCHOLARSHIP | $11,385 | |
| KELLER KIMBERLY | ||||||||
| 104 ANTHONY DRIVE | TAYLOR | PA | 18517 | NONE | N/A | COLLEGE SCHOLARSHIP | $9,615 | |
| KING JULIA | ||||||||
| 709 MYRTLE STREET | SCRANTON | PA | 18510 | NONE | N/A | COLLEGE SCHOLARSHIP | $9,000 | |
| KIRSCHNER SAMANTHA | ||||||||
| 28 BEECHNUT DRIVE | GOULDSBORO | PA | 18424 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,000 | |
| KOZIOL KAYLA | ||||||||
| 60 CHESTNUT TREE ROAD | NOXEN | PA | 18636 | NONE | N/A | COLLEGE SCHOLARSHIP | $9,334 | |
| KWOK FLORENCE | ||||||||
| 639 CAREY AVE | WILKESBARRE | PA | 18702 | NONE | N/A | COLLEGE SCHOLARSHIP | $3,998 | |
| LENGEL PETER | ||||||||
| PO BOX 2 | DALTON | PA | 18414 | NONE | N/A | COLLEGE SCHOLARSHIP | $18,000 | |
| LUKE DANIEL | ||||||||
| 3701 E 13TH ST N | WICHITA | KS | 67208 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,000 | |
| MALATESTA ARIELLE | ||||||||
| 1815 BRITTAIN ST | BERWICK | PA | 186032509 | NONE | N/A | COLLEGE SCHOLARSHIP | $4,412 | |
| MATTI TARYN | ||||||||
| 4318 SR 438 | DALTON | PA | 18414 | NONE | N/A | COLLEGE SCHOLARSHIP | $15,000 | |
| MCCLAIN MEGGAN | ||||||||
| PO BOX 262 | MESHOPPEN | PA | 18630 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,005 | |
| MCHALE KYLE | ||||||||
| 247 PARRISH STREET | WILKESBARRE | PA | 18702 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,583 | |
| MORALES JOVANNE | ||||||||
| 1528 WASHBURN ST | SCRANTON | PA | 18504 | NONE | N/A | COLLEGE SCHOLARSHIP | $4,962 | |
| 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 | |
| MUSTO EMMA | ||||||||
| 277 SHORT HILL DRIVE | CLARKS GREEN | PA | 18411 | NONE | N/A | COLLEGE SCHOLARSHIP | $11,250 | |
| NOCITO CASSANDRA | ||||||||
| 424 RIDGE ROAD | PITTSTON | PA | 186409522 | NONE | N/A | COLLEGE SCHOLARSHIP | $3,263 | |
| OSTROWSKY NOAD | ||||||||
| 473 SR 292E | TUNKHANNOCK | PA | 18657 | NONE | N/A | COLLEGE SCHOLARSHIP | $12,000 | |
| PARFITT JASON | ||||||||
| 424 HUDSON STREET | MOOSIC | PA | 18507 | NONE | N/A | COLLEGE SCHOLARSHIP | $7,500 | |
| PAGE CRYSTAL | ||||||||
| UNKNOW | UNKNOWN | PA | 18657 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,000 | |
| PARSONS GARRETT | ||||||||
| 598 EAST MAIDEN ST | WASHINGTON | PA | 15301 | NONE | N/A | COLLEGE SCHOLARSHIP | $977 | |
| 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 | $4,000 | |
| POLI CHARLES | ||||||||
| 9 FAIRLAWN DR | HUGHESTOWN | PA | 18640 | NONE | N/A | COLLEGE SCHOLARSHIP | $7,052 | |
| PRICE JONATHAN | ||||||||
| 82 MILL MOUNTAIN RD | DRUMS | PA | 18222 | NONE | N/A | COLLEGE SCHOLARSHIP | $4,500 | |
| QUICK MEGAN | ||||||||
| 89 MAPLE AVE | TUNHANNOCK | PA | 18657 | NONE | N/A | COLLEGE SCHOLARSHIP | $7,000 | |
| RARRICK BEN | ||||||||
| 305 MAIN AVE | CLARKS SUMMIT | PA | 18411 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,000 | |
| REYAN TANNER | ||||||||
| 1730 WILLIAMS ROAD | FRIENDSVILLE | PA | 18818 | NONE | N/A | COLLEGE SCHOLARSHIP | $12,000 | |
| ROBINSON BEN | ||||||||
| PO BOX 103 | DALTON | PA | 18414 | NONE | N/A | COLLEGE SCHOLARSHIP | $6,473 | |
| ROGERS SOPHIE | ||||||||
| 640 BEECH ST | SCRANTON | PA | 18505 | NONE | N/A | COLLEGE SCHOLARSHIP | $7,000 | |
| ROJEK ALEXANDER | ||||||||
| 35 ANDREW DR | SCOTT TOWNSHIP | PA | 184339727 | NONE | N/A | COLLEGE SCHOLARSHIP | $3,500 | |
| ROSENCRANCE KATHERINE | ||||||||
| 2339 CHERRY HILL ROAD | CLARKS SUMMIT | PA | 18411 | NONE | N/A | COLLEGE SCHOLARSHIP | $22,461 | |
| SAKSON BRITTANY | ||||||||
| 847 SPRUCE ST | OLYPHANT | PA | 18447 | NONE | N/A | COLLEGE SCHOLARSHIP | $3,750 | |
| SALAZAR XIOMARA | ||||||||
| 930 E 6TH ST | BERWICK | PA | 18603 | NONE | N/A | COLLEGE SCHOLARSHIP | $7,000 | |
| 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 | $6,000 | |
| SEMYON CASSANDRA | ||||||||
| 302 HOLLENBACK ST | MOOSIC | PA | 18507 | NONE | N/A | COLLEGE SCHOLARSHIP | $15,000 | |
| 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 | $6,700 | |
| SHEAN JACK | ||||||||
| 704 N IRVING AVE | SCRANTON | PA | 18510 | NONE | N/A | COLLEGE SCHOLARSHIP | $2,500 | |
| SHELEST ANASTASIYA | ||||||||
| 37 AMHERST AVE | WILKESBARRE | PA | 187021606 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,000 | |
| SHICK AMY | ||||||||
| 117 WHITE TAIL DRIVE | MOUNTAIN TOP | PA | 18707 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,000 | |
| SIESS VICTORIA | ||||||||
| 815 HILL STREET | THROOP | PA | 18512 | NONE | N/A | COLLEGE SCHOLARSHIP | $15,000 | |
| STANKOWSKI JOSHUA | ||||||||
| 1023 HAMM COURT | SCRANTON | PA | 18505 | NONE | N/A | COLLEGE SCHOLARSHIP | $7,000 | |
| STEVENS CASSSANDRA | ||||||||
| 39 BROOK ST | HARVEYS LAKE | PA | 18618 | NONE | N/A | COLLEGE SCHOLARSHIP | $11,592 | |
| 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 | $5,000 | |
| TERRY MATTHEW | ||||||||
| 1239 WESTSIDE AVE | HONESDALE | PA | 18431 | NONE | N/A | COLLEGE SCHOLARSHIP | $4,500 | |
| TILBERRY STEPHANIE | ||||||||
| 507 WEST HOSPITAL STREET | TAYLOR | PA | 185172011 | NONE | N/A | COLLEGE SCHOLARSHIP | $1,750 | |
| 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 | $750 | |
| WADIKA MICHELLE | ||||||||
| 1403 PROSPECT AVE | SCRANTON | PA | 185051734 | NONE | N/A | COLLEGE SCHOLARSHIP | $7,500 | |
| WALTER AMANDA | ||||||||
| 166 S MAIN ST | ARCHBALD | PA | 184031731 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,000 | |
| WESNAK SAMANTHA | ||||||||
| 600 SCHOOL ST | MOOSIC | PA | 18507 | NONE | N/A | COLLEGE SCHOLARSHIP | $15,000 | |
| WETHERBEE ALISON | ||||||||
| 8 ENGLEWOOD DR | TUNKHANNOCK | PA | 18657 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,000 | |
| WILCHA SKYLER | ||||||||
| 511 MESHOPPEN CREEK RD | MESHOPPEN | PA | 18630 | NONE | N/A | COLLEGE SCHOLARSHIP | $9,665 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $793,694 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $64,328 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $215,196 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $287,507 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $4,624 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $472,120 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (6 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|
| OTHER INCOME - R/E | $9,594 | ||
| INSURANCE REIMBURSEMENT | $537 | ||
| GAIN/LOSS ON SALE SCRAP MET | $27 | ||
| SUB PMT IN LIEU OF DIV OR I | 14 | $742 | |
| SECT 1202 GAIN | 14 | $104 | |
| IGM | 15 | $719 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,040,716 | ExclusionAmt |
| Related Or Exempt Function Incm | $14,782 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,055,498 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $5,900 | Amt |
| Net Investment Income | $2,950 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,950 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (138 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 | $100,380 | S/L | 27.5000 | $20,244 | $20,244 |
| LAND IMPROVEMENTS-CARRYOVER BASIS | 2010-01-01 | $50,017 | $18,842 | 150DB | 15.0000 | $3,118 | $3,118 |
| FURNISHINGS | 2010-06-15 | $1,868 | $1,760 | 200DB | 5.0000 | $108 | $108 |
| 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 | $1,450 | 200DB | 5.0000 | $98 | $98 |
| NEW CARPET | 2012-04-30 | $256 | $219 | 200DB | 5.0000 | $14 | $14 |
| REFRIGERATOR | 2012-04-30 | $265 | $227 | 200DB | 5.0000 | $15 | $15 |
| NEW CARPET | 2012-05-31 | $256 | $219 | 200DB | 5.0000 | $14 | $14 |
| REFRIGERATOR | 2012-05-31 | $265 | $227 | 200DB | 5.0000 | $15 | $15 |
| DEHUMIDIFIER | 2012-06-30 | $79 | $68 | 200DB | 5.0000 | $4 | $4 |
| WATER HEATER | 2012-06-30 | $150 | $129 | 200DB | 5.0000 | $8 | $8 |
| NEW CARPET | 2012-06-30 | $575 | $492 | 200DB | 5.0000 | $33 | $33 |
| WATER HEATER | 2012-06-30 | $917 | $785 | 200DB | 5.0000 | $52 | $52 |
| NEW CARPET | 2012-09-30 | $256 | $219 | 200DB | 5.0000 | $14 | $14 |
| 2 OIL TANKS | 2012-12-31 | $609 | $522 | 200DB | 5.0000 | $35 | $35 |
| JOHN DEERE MOWER | 2012-05-13 | $2,226 | $1,905 | 200DB | 5.0000 | $129 | $129 |
| OIL TANKS | 2013-01-31 | $1,001 | $520 | 200DB | 5.0000 | $193 | $193 |
| CARPET | 2013-03-31 | $268 | $139 | 200DB | 5.0000 | $52 | $52 |
| REFRIGERATOR | 2013-04-30 | $276 | $143 | 200DB | 5.0000 | $53 | $53 |
| CARPET | 2013-06-30 | $502 | $261 | 200DB | 5.0000 | $96 | $96 |
| DEHUMIDIFIER | 2013-07-31 | $124 | $64 | 200DB | 5.0000 | $24 | $24 |
| CARPET | 2013-09-30 | $349 | $181 | 200DB | 5.0000 | $67 | $67 |
| WASHER | 2013-10-31 | $359 | $187 | 200DB | 5.0000 | $69 | $69 |
| WATER HEATER | 2013-12-31 | $148 | $77 | 200DB | 5.0000 | $29 | $29 |
| REFRIGERATOR | 2014-02-28 | $596 | $358 | 200DB | 5.0000 | $95 | $95 |
| WATER HEATER | 2014-04-30 | $1,087 | $652 | 200DB | 5.0000 | $174 | $174 |
| CARPET | 2014-05-31 | $368 | $221 | 200DB | 5.0000 | $59 | $59 |
| WATER HEATER | 2014-07-31 | $872 | $523 | 200DB | 5.0000 | $140 | $140 |
| REFRIGERATOR | 2014-08-31 | $252 | $151 | 200DB | 5.0000 | $40 | $40 |
| WATER HEATER | 2014-08-31 | $266 | $160 | 200DB | 5.0000 | $42 | $42 |
| CARPET | 2014-12-31 | $380 | $228 | 200DB | 5.0000 | $61 | $61 |
| CARPET | 2014-07-31 | $354 | $212 | 200DB | 5.0000 | $57 | $57 |
| NEW CARPET | 2015-04-30 | $536 | 200DB | 5.0000 | $322 | $322 | |
| NEW CABINET DRAWERS | 2015-05-31 | $56 | 200DB | 5.0000 | $34 | $34 | |
| NEW CARPET | 2015-07-31 | $708 | 200DB | 5.0000 | $425 | $425 | |
| NEW REFRIGERATOR | 2015-08-31 | $310 | 200DB | 5.0000 | $186 | $186 | |
| PARKING LOT SEALING | 2015-10-31 | $1,845 | 150DB | 15.0000 | $969 | $969 | |
| CARPET | 2015-11-30 | $268 | 200DB | 5.0000 | $161 | $161 | |
| CARPET | 2015-12-31 | $401 | 200DB | 5.0000 | $240 | $240 | |
| LAND-BASIS FROM ESTATE | 2010-01-01 | $9,100 | |||||
| BUILDING-BASIS FROM ESTATE | 2010-01-01 | $106,139 | $19,138 | S/L | 27.5000 | $3,859 | $3,859 |
| FURNISHINGS | 2010-06-15 | $244 | $230 | 200DB | 5.0000 | $14 | $14 |
| LAND-BASIS FROM ESTATE | 2010-01-01 | $10,000 | |||||
| BUILDING-BASIS FROM ESTATE | 2010-01-01 | $103,680 | $18,713 | S/L | 27.5000 | $3,770 | $3,770 |
| IMPROVEMENTS | 2011-06-15 | $2,383 | $307 | S/L | 27.5000 | $87 | $87 |
| NEW WASHER (10 PA AVE) | 2015-01-05 | $450 | 200DB | 5.0000 | $270 | $270 | |
| USED REFRIGERATOR (12 PA AVE) | 2015-07-15 | $400 | 200DB | 5.0000 | $80 | $80 | |
| OAK FLOORING (12 PA AVE) | 2015-07-28 | $281 | S/L | 15.0000 | $145 | $145 | |
| LAND-BASIS FROM ESTATE | 2010-01-01 | $7,700 | |||||
| BUILDING-BASIS FROM ESTATE | 2010-01-01 | $78,102 | $14,082 | S/L | 27.5000 | $2,840 | $2,840 |
| IMPROVEMENTS | 2010-12-01 | $655 | $96 | S/L | 27.5000 | $24 | $24 |
| FURNISHINGS | 2010-10-26 | $1,125 | $1,060 | 200DB | 5.0000 | $65 | $65 |
| NEW SINK, FAUCET (220 MALLERY) | 2015-12-15 | $399 | 200DB | 5.0000 | $239 | $239 | |
| LAND @ FMV 1/1/10 | 2010-01-01 | $4,400 | |||||
| BUILDING @ FMV 1/1/10 | 2010-01-01 | $105,600 | $19,040 | S/L | 27.5000 | $3,840 | $3,840 |
| IMPROVEMENTS | 2010-11-02 | $248 | $37 | S/L | 27.5000 | $9 | $9 |
| IMPROVEMENTS | 2011-06-15 | $179 | $24 | S/L | 27.5000 | $6 | $6 |
| NEW CARPET | 2012-07-09 | $2,285 | $1,956 | 200DB | 5.0000 | $132 | $132 |
| WASHER & DRYER | 2012-12-14 | $514 | $440 | 200DB | 5.0000 | $30 | $30 |
| RANGE | 2013-03-11 | $514 | $267 | 200DB | 5.0000 | $99 | $99 |
| FURNITURE | 2013-05-12 | $261 | $136 | 200DB | 5.0000 | $50 | $50 |
| STOVE | 2014-01-29 | $503 | $302 | 200DB | 5.0000 | $81 | $81 |
| LAND @ FMV 1/1/10 | 2010-01-01 | $8,080 | |||||
| BUILDING @ FMV 1/1/10 | 2010-01-01 | $92,920 | $16,754 | S/L | 27.5000 | $3,379 | $3,379 |
| IMPROVEMENTS | 2010-12-15 | $10,268 | $1,509 | S/L | 27.5000 | $374 | $374 |
| IMPROVEMENTS | 2011-06-15 | $929 | $119 | S/L | 27.5000 | $34 | $34 |
| FURNISHINGS | 2011-06-15 | $1,971 | $1,971 | 200DB | 5.0000 | ||
| FURNACE | 2014-03-13 | $4,639 | $134 | S/L | 27.5000 | $168 | $168 |
| BUILDING IMPROVEMENTS | 2014-11-26 | $6,445 | $3,330 | S/L | 15.0000 | $215 | $215 |
| NEW REFRIGERATOR | 2015-08-31 | $450 | 200DB | 5.0000 | $270 | $270 | |
| NEW CARPET | 2015-09-30 | $2,100 | 200DB | 5.0000 | $1,260 | $1,260 | |
| LAND-BASIS FROM ESTATE | 2010-01-01 | $8,200 | |||||
| BUILDING-BASIS FROM ESTATE | 2010-01-01 | $65,490 | $11,807 | S/L | 27.5000 | $2,382 | $2,382 |
| STOVE | 2014-05-30 | $636 | $382 | 200DB | 5.0000 | $101 | $101 |
| REFRIGERATOR | 2014-05-30 | $584 | $350 | 200DB | 5.0000 | $94 | $94 |
| REFRIGERATOR | 2014-08-12 | $585 | $351 | 200DB | 5.0000 | $94 | $94 |
| STOVE | 2014-08-12 | $460 | $276 | 200DB | 5.0000 | $74 | $74 |
| DISHWASHER | 2014-08-12 | $400 | $240 | 200DB | 5.0000 | $64 | $64 |
| CARPET | 2014-08-19 | $1,100 | $660 | 200DB | 5.0000 | $176 | $176 |
| IMPROVEMENTS | 2014-10-03 | $1,092 | $564 | S/L | 15.0000 | $37 | $37 |
| LAND @ FMV 1/1/10 | 2010-01-01 | $99,660 | |||||
| BUILDING @ FMV 1/1/10 | 2010-01-01 | $202,340 | $25,725 | S/L | 39.0000 | $5,188 | $5,188 |
| WATER PUMP | 2012-01-25 | $795 | $681 | 200DB | 5.0000 | $45 | $45 |
| LAND-BASIS FROM ESTATE | 2010-01-01 | $100,000 | |||||
| BUILDING-BASIS FROM ESTATE | 2010-01-01 | $200,819 | $25,532 | S/L | 39.0000 | $5,149 | $5,149 |
| IMPROVEMENTS-BARRACKS | 2010-10-15 | $3,032 | $327 | S/L | 39.0000 | $78 | $78 |
| HEAT PUMP | 2010-03-01 | $7,900 | $971 | S/L | 39.0000 | $202 | $202 |
| IMPROVEMENTS-BARRACKS | 2011-06-15 | $1,711 | $156 | S/L | 39.0000 | $43 | $43 |
| NEW BASE CABINETS | 2012-10-11 | $508 | $435 | 200DB | 5.0000 | $29 | $29 |
| WATER HEATER | 2013-01-28 | $328 | $170 | 200DB | 5.0000 | $63 | $63 |
| HEATING UNIT | 2013-08-26 | $2,008 | $71 | S/L | 39.0000 | $51 | $51 |
| PARKING LOT PAVING | 2013-05-31 | $32,000 | $4,640 | 150DB | 15.0000 | $2,736 | $2,736 |
| HVAC | 2014-07-30 | $5,185 | $61 | S/L | 39.0000 | $133 | $133 |
| LAND @ FMV 1/1/10 | 2010-01-01 | $180,090 | |||||
| BUILDING @ FMV 1/1/10 | 2010-01-01 | $486,910 | $61,905 | S/L | 39.0000 | $12,484 | $12,484 |
| IMPROVEMENTS-BARRACKS | 2011-06-15 | $22,681 | $2,060 | S/L | 39.0000 | $581 | $581 |
| NEW HEATING UNIT | 2012-02-29 | $16,880 | $1,765 | S/L | 27.5000 | $614 | $614 |
| RANGE | 2013-09-04 | $480 | $250 | 200DB | 5.0000 | $92 | $92 |
| NEW WATER TREATMENT SYSTEM | 2015-06-29 | $2,942 | S/L | 15.0000 | $1,520 | $1,520 | |
| PARKING LOT SEALING | 2015-10-20 | $4,943 | 150DB | 15.0000 | $2,595 | $2,595 | |
| LAND-BASIS FROM ESTATE | 2010-01-01 | $20,800 | |||||
| BUILDING-BASIS FROM ESTATE | 2010-01-01 | $116,023 | $20,919 | 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 | $35,829 | S/L | 39.0000 | $7,227 | $7,227 |
| IMPROVEMENTS-BARRACKS | 2010-09-30 | $3,909 | $430 | S/L | 39.0000 | $100 | $100 |
| FURNISHINGS | 2010-09-15 | $1,557 | $1,467 | 200DB | 5.0000 | $90 | $90 |
| PARKING LOT | 2011-06-02 | $22,550 | $22,550 | 150DB | 15.0000 | ||
| AIR CONDITION UNIT | 2012-08-06 | $3,500 | $2,996 | 200DB | 5.0000 | $202 | $202 |
| CARPET | 2013-12-30 | $600 | $312 | 200DB | 5.0000 | $115 | $115 |
| HEATING UNIT | 2013-06-17 | $2,216 | $88 | S/L | 39.0000 | $56 | $56 |
| HVAC | 2014-07-09 | $4,385 | $2,218 | S/L | 39.0000 | $56 | $56 |
| CARPET | 2014-01-17 | $1,790 | $1,074 | 200DB | 5.0000 | $286 | $286 |
| CARPET | 2014-02-13 | $1,685 | $1,011 | 200DB | 5.0000 | $270 | $270 |
| PARKING AREA | 2014-09-10 | $6,728 | $3,532 | 150DB | 15.0000 | $320 | $320 |
| LAND-BASIS FROM ESTATE | 2010-01-01 | $90,000 | |||||
| BUILDING-BASIS FROM ESTATE | 2010-01-01 | $329,128 | $41,845 | S/L | 39.0000 | $8,439 | $8,439 |
| LAND IMPROVEMENTS | 2010-01-01 | $5,185 | $1,953 | 150DB | 15.0000 | $324 | $324 |
| EQUIPMENT | 2010-01-01 | $24,276 | $18,860 | 200DB | 7.0000 | $2,166 | $2,166 |
| CARPET | 2013-05-10 | $1,380 | $718 | 200DB | 5.0000 | $265 | $265 |
| WATER HEATER | 2014-01-29 | $315 | $189 | 200DB | 5.0000 | $50 | $50 |
| DUCT WORK | 2015-02-19 | $2,070 | S/L | 39.0000 | $46 | $46 | |
| NEW BASEBOARD HEAT | 2015-03-05 | $1,380 | S/L | 39.0000 | $28 | $28 | |
| NEW CONCRETE POSTS | 2015-06-29 | $161 | S/L | 15.0000 | $83 | $83 | |
| LAND @ FMV 1/1/10 | 2010-01-01 | $38,750 | |||||
| BUILDING @ FMV 1/1/10 | 2010-01-01 | $116,250 | $20,960 | 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 | $15,363 | S/L | 27.5000 | $3,102 | $3,102 |
| CARPET & VINYL | 2013-08-28 | $104 | $54 | 200DB | 5.0000 | $20 | $20 |
| RANGE | 2013-06-05 | $475 | $247 | 200DB | 5.0000 | $91 | $91 |
| APARTMENT IMPROVEMENTS | 2013-05-12 | $4,293 | $179 | S/L | 39.0000 | $110 | $110 |
| REPLACEMENT WINDOWS | 2015-10-20 | $858 | S/L | 15.0000 | $443 | $443 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (33 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt | Sales ExpenseSalesExpenseAmt |
|---|---|---|---|---|---|
| SEE ATTACHMENT D-1 | PURCHASE | $369,148 | $353,103 | $16,045 | |
| SEE ATTACHMENT D-1 | PURCHASE | $415 | $415 | ||
| SEE ATTACHMENT D-1 | PURCHASE | $440,631 | $347,486 | $93,145 | |
| SEE ATTACHMENT D-1 | PURCHASE | $89,472 | $45,088 | $44,384 | |
| SEE ATTACHMENT D-1 | PURCHASE | $30 | $30 | ||
| SEE ATTACHMENT D-2 | PURCHASE | $93,230 | $98,364 | -$5,134 | |
| SEE ATTACHMENT D-2 | PURCHASE | $187,423 | $135,086 | $52,337 | |
| SEE ATTACHMENT D-2 | PURCHASE | $249 | $99 | $150 | |
| SEE ATTACHMENT D-3 | PURCHASE | $1,463,728 | $1,553,551 | -$89,823 | |
| SEE ATTACHMENT D-3 | PURCHASE | $643,884 | $612,179 | $31,705 | |
| SEE ATTACHMENT D-3 | PURCHASE | $3 | $3 | ||
| SEE ATTACHMENT D-4 | PURCHASE | $955,008 | $1,000,455 | -$45,447 | |
| SEE ATTACHMENT D-4 | PURCHASE | $1,191,620 | $1,246,617 | -$54,997 | |
| SEE ATTACHMENT D-4 | PURCHASE | $131,745 | $121,535 | $10,210 | |
| SEE ATTACHMENT D-5 | PURCHASE | $14,156 | $16,996 | -$2,840 | |
| SEE ATTACHMENT D-5 | PURCHASE | $1,654,897 | $1,376,389 | $278,508 | |
| SEE ATTACHMENT D-6 | PURCHASE | $301,142 | $301,284 | -$438 | $296 |
| SEE ATTACHMENT D-6 | PURCHASE | $5,416 | $5,416 | ||
| SEE ATTACHMENT D-6 | PURCHASE | $175,633 | $174,929 | $219 | $485 |
| SEE ATTACHMENT D-6 | PURCHASE | $180,895 | $180,974 | -$121 | $42 |
| SEE ATTACHMENT D-7 | PURCHASE | $195,988 | $204,550 | -$8,562 | |
| SEE ATTACHMENT D-7 | PURCHASE | $266,301 | $193,189 | $73,112 | |
| SEE ATTACHMENT D-7 | PURCHASE | $3,879 | $1,530 | $2,349 | |
| SEE ATTACHMENT D-7 | PURCHASE | $134 | $134 | ||
| SEE ATTACHMENT D-8 | PURCHASE | $14,108 | $3,032 | $11,076 | |
| SEE ATTACHMENT D-9 | PURCHASE | $10,358 | $10,358 | ||
| SEE ATTACHMENT D-9 | PURCHASE | $61,388 | $61,143 | $245 | |
| SEE ATTACHMENT D-9 | PURCHASE | $22,476 | $22,821 | -$345 | |
| SEE ATTACHMENT D-10 | PURCHASE | $150,049 | $160,647 | -$10,598 | |
| SEE ATTACHMENT D-10 | PURCHASE | $69 | $69 | ||
| SEE ATTACHMENT D-10 | PURCHASE | $122,256 | $132,246 | -$9,990 | |
| SEE ATTACHMENT D-10 | PURCHASE | $12,603 | $8,248 | $4,355 | |
| SEE ATTACHMENT D-10 | PURCHASE | $59 | $59 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MERRILL LYNCH 10792 | $2,749,675 | $2,749,675 |
| MERRILL LYNCH 10497 | $1,578,748 | $1,578,748 |
| MERRILL LYNCH 10793 | $1,452,467 | $1,452,467 |
| MERRILL LYNCH 11080 | $1,378,008 | $1,378,008 |
| MERRILL LYNCH 10791 | $1,219,394 | $1,219,394 |
| JACKSON LIFE ANNUITY | $1,750,000 | $1,750,000 |
| MERRILL LYNCH 10499 | $698,042 | $698,042 |
| MERRILL LYNCH 10498 | $521,614 | $521,614 |
| MERRILL LYNCH 10794 | ||
| MERRILL LYNCH 12193 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt |
|---|
| PARTNERSHIP INVESTMENT IN IGM 2003-1 |
| PARTNERSHIP INVESTMENT IN IGM 2003-2 |
| PARTNERSHIP INVESTMENT IN IGM 2004-1 |
| PARTNERSHIP INVESTMENT IN IGM 2004-1 |
| PARTNERSHIP INVESTMENT IN IGM 2005-1 |
| PARTNERSHIP INVESTMENT IN IGM 2005-2 |
| PARTNERSHIP INVESTMENT IN IGM 2006-1 |
| PARTNERSHIP INVESTMENT IN IGM 2006-2 |
| IGM DISTRIBUTION IN TRANSIT |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| BUILDING | $3,021,780 | $555,260 | $2,466,520 | $3,021,780 |
| LAND IMPROVEMENTS | $123,268 | $61,578 | $61,690 | $123,268 |
| EQUIPMENT & FURNISHINGS | $90,720 | $67,132 | $23,588 | $90,720 |
| LAND | $742,760 | $742,760 | $742,760 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 228-230 NEW MALLERY PL WB | $155 | $155 | |
| INDIRECT LEGAL FEES | $2,100 | $2,100 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPOSIT IN TRANSIT - ROYALTIES | Desc |
| BOY Book Value | $95 | BOYBookValueAmt |
| EOY Book Value | $182 | EOYBookValueAmt |
| EOYFMV | $182 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED APPRECIATION IN MARKET SECURITIES | $1,056,905 |
| FEDERAL INCOME TAX | $41,639 |
| BOOK VS TAX INCOME | $2,366 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (85 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SUSQUEHANNA APARTMENTS | |||
| INSURANCE | $11,531 | $11,531 | |
| MAINTENANCE SUPPLIES | $4,940 | $4,940 | |
| TRASH COLLECTION | $4,670 | $4,670 | |
| BUILDING REPAIRS | $2,389 | $2,389 | |
| SPECIAL CLEANING | $2,348 | $2,348 | |
| GROUND MAINT & SUPPLY | $2,144 | $2,144 | |
| VEHICLE EXPENSE | $1,147 | $1,147 | |
| EQUIPMENT REPAIRS | $998 | $998 | |
| TENANT FUNCTIONS | $883 | $883 | |
| PEST CONTROL | $844 | $844 | |
| OFFICE EXPENSE | $694 | $694 | |
| SYSTEM TESTING | $257 | $257 | |
| SNOW REMOVAL | $205 | $205 | |
| DUES & DONATION | $100 | $100 | |
| MAINTENANCE EQUIP & SUPPLIES | $32 | $32 | |
| 53WYOMINGAVE &55 W HARRISON | |||
| INSURANCE | $1,181 | $1,181 | |
| REPAIRS & MAINTENANCE | $589 | $589 | |
| 10-12 PA AVE,TUNKHANNOCK PA | |||
| REPAIRS & MAINTENANCE | $1,753 | $1,753 | |
| INSURANCE | $1,029 | $1,029 | |
| 220-222 NEW MALLERY PL, WB | |||
| INSURANCE | $1,210 | $1,210 | |
| PEST CONTROL | $738 | $738 | |
| REPAIRS & MAINTENANCE | $654 | $654 | |
| RECYCLING FEES | $100 | $100 | |
| LEVEE FEE | $94 | $94 | |
| 224 NEW MALLERY PL, WB | |||
| INSURANCE | $1,661 | $1,661 | |
| PEST CONTROL | $696 | $696 | |
| REPAIRS & MAINTENANCE | $446 | $446 | |
| RECYCLING FEES | $300 | $300 | |
| LEVEE FEE | $94 | $94 | |
| 228-230 NEW MALLERY PL WB | |||
| REPAIRS & MAINTENANCE | $1,901 | $1,901 | |
| INSURANCE | $1,386 | $1,386 | |
| PEST CONTROL | $876 | $876 | |
| OFFICE EXPENSE | $120 | $120 | |
| RECYCLING FEES | $100 | $100 | |
| 35 SECOND STREET, TUNK PA | |||
| INSURANCE | $693 | $693 | |
| REPAIRS & MAINTENANCE | $159 | $159 | |
| 5730 INTERCHANGE, LEHIGHTON | |||
| INSURANCE | $1,826 | $1,826 | |
| YARD MAINTENANCE | $1,060 | $1,060 | |
| REPAIRS & MAINTENANCE | $244 | $244 | |
| 1745 VALLEY RD, MANSFIELD | |||
| REPAIRS & MAINTENANCE | $7,551 | $7,551 | |
| INSURANCE | $2,266 | $2,266 | |
| PEST CONTROL | $1,128 | $1,128 | |
| WATER TESTING | $326 | $326 | |
| 872 SALEM BLVD,SHICKSHINNY | |||
| REPAIRS & MAINTENANCE | $4,798 | $4,798 | |
| INSURANCE | $2,547 | $2,547 | |
| PEST CONTROL | $531 | $531 | |
| WATER TESTING | $284 | $284 | |
| 22 SPRUCE STREET, TUNK PA | |||
| INSURANCE | $811 | $811 | |
| RR1 ROUTE 6&PA 220N TOWANDA | |||
| REPAIRS & MAINTENANCE | $7,272 | $7,272 | |
| INSURANCE | $2,516 | $2,516 | |
| PEST CONTROL | $879 | $879 | |
| WATER TESTING | $327 | $327 | |
| 915 ROUTE 6, TUNKHANNOCK PA | |||
| REPAIRS & MAINTENANCE | $11,164 | $11,164 | |
| INSURANCE | $3,141 | $3,141 | |
| MAT RENTAL | $770 | $770 | |
| PEST CONTROL | $669 | $669 | |
| WATER TESTING | $357 | $357 | |
| 119 WARREN ST TUNKHANNOCK | |||
| INSURANCE | $782 | $782 | |
| PEST CONTROL | $486 | $486 | |
| 35 WYOMING AVE | |||
| INSURANCE | $860 | $860 | |
| REPAIRS & MAINTENANCE | $730 | $730 | |
| EXPENSES | |||
| MERRILL LYNCH FEES | $106,329 | $106,329 | |
| OFFICE EXPENSE | $4,890 | $2,445 | $2,445 |
| SERVICE CHARGES/FEES - STOCK | $4,484 | $4,484 | |
| REPAIRS & MAINTENANCE | $1,018 | $1,018 | |
| GATHERING FEE | $631 | $631 | |
| BANK SERVICE CHARGE | $117 | $117 | |
| INSURANCE | $423 | $423 | |
| DISTRIBUTION EXPENSE | $23 | $23 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ROYALTY INCOME | $4,624 | $4,624 |
| OTHER INCOME - R/E | $9,594 | $9,594 |
| INSURANCE REIMBURSEMENT | $537 | $537 |
| GAIN/LOSS ON SALE SCRAP METAL | $27 | $27 |
| SUB PMT IN LIEU OF DIV OR INT | $742 | $742 |
| SECT 1202 GAIN | $104 | $104 |
| IGM | $719 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NON REPORTED INCOME | $18,966 |
| BOOK VS TAX DEDUCTIONS | $845 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| SECURITY DEPOSITS | $10,460 | $10,980 |
| DEPOSIT ON SALE - SPRUCE STREET | $3,000 | $3,000 |
| PAYROLL TAXES | $2,405 | $534 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SUSQUEHANNA APARTMENTS | CategoryTxt |
| Amt | $38,236 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (16 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROPERTY TAX - OFFICE | $3,568 | $1,784 | $1,784 |
| SUSQUEHANNA APARTMENTS | $28,723 | ||
| 53WYOMINGAVE &55 W HARRISON | $3,894 | ||
| 10-12 PA AVE,TUNKHANNOCK PA | $4,427 | ||
| 220-222 NEW MALLERY PL, WB | $2,857 | ||
| 224 NEW MALLERY PL, WB | $3,713 | ||
| 228-230 NEW MALLERY PL WB | $3,210 | ||
| 35 SECOND STREET, TUNK PA | $4,083 | ||
| 5730 INTERCHANGE, LEHIGHTON | $7,752 | ||
| 1745 VALLEY RD, MANSFIELD | $8,257 | ||
| 872 SALEM BLVD,SHICKSHINNY | $10,079 | ||
| 22 SPRUCE STREET, TUNK PA | $3,384 | ||
| RR1 ROUTE 6&PA 220N TOWANDA | $10,799 | ||
| 915 ROUTE 6, TUNKHANNOCK PA | $12,881 | ||
| 119 WARREN ST TUNKHANNOCK | $2,624 | ||
| 35 WYOMING AVE | $2,952 |