THE LUZERNE FOUNDATION: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE LUZERNE FOUNDATION (EIN 23-2765498)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-12
- IRS object ID
- 201513169349302896
- Schema version
- 2014v5.0
- 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
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-12T12:34:19-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY VIRCHOW KRAUSE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 46 PUBLIC SQUARE SUITE 400 | AddressLine1Txt |
| City | WILKESBARRE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232765498 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LUZERNE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LUZE | BusinessNameControlTxt |
| Phone | 5707141570 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 MAIN STREET | AddressLine1Txt |
| City | LUZERNE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18709 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES M BARBER | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 5707141570 | PhoneNum |
| Signature | 2015-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIUS GREEN CPA JD | PreparerPersonNm |
| PTIN | P00350393 | PTIN |
| Phone | 5708200100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CHARLES M BARBER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 MAIN STREET | AddressLine1Txt |
| City | LUZERNE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18709 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $25,713,634 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LUZFDN.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1994 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | RAISES CONTRIBUTIONS FROM THE COMMUNITY TO SUPPORT CHARITABLE AND EDUCATIONAL ACTIVITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Total Volunteers | 34 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $17,202,950 | PYContributionsGrantsAmt |
| CY Contributions Grants | $17,873,865 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,510,749 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,175,971 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$23,540 | PYOtherRevenueAmt |
| CY Other Revenue | -$22,935 | CYOtherRevenueAmt |
| PY Total Revenue | $18,690,159 | PYTotalRevenueAmt |
| CY Total Revenue | $19,026,901 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $15,406,414 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $17,984,206 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $232,093 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $238,605 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $307,842 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $736,553 | PYOtherExpensesAmt |
| CY Other Expenses | $835,680 | CYOtherExpensesAmt |
| PY Total Expenses | $16,375,060 | PYTotalExpensesAmt |
| CY Total Expenses | $19,058,491 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,315,099 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$31,590 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $28,950,011 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,286,684 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,960,789 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,298,010 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $24,989,222 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $25,988,674 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE LUZERNE FOUNDATION (THE FOUNDATION) IS A COMMUNITY FOUNDATION RECOGNIZED AS A PENNSYLVANIA NON-PROFIT, NON-STOCK CORPORATION THAT HAS BEEN RECOGNIZED BY THE IRS AS A TAX-EXEMPT PUBLIC CHARITY, BY REASON OF BEING AN ORGANIZATION THAT EXISTS TO MAKE OUR REGION A BETTER PLACE TO LIVE,WORK,AND PLAY. THROUGH THE GENEROSITY OF OUR DONORS, THE FOUNDATION SUPPORTS SEVEN KEY AREAS THAT TOGETHER CONSTITUTE A HEALTHY AND SUSTAINABLE COMMUNITY INCLUDING SOCIAL SERVICES, EDUCATION AND SCHOLARSHIP, ARTS AND CULTURE, NEIGHBORHOODS AND COMMUNITY DEVELOPMENT, YOUTH ISSUES, HISTORIC PRESERVATION AND THE ENVIROMENT, AND HEALTH AND WELLNESS. THE LUZERNE FOUNDATION IS PRIVILEGED TO FACILITATE THE PHILANTHROPY OF VERY SPECIAL PEOPLE WHO UNDERSTAND THAT QUALITY OF LIFE REQUIRES "GIVING BACK" SO OTHERS MIGHT REALIZE THE BEAUTY OF OUR AREA, HAVE ACCESS TO THE ARTS, EDUCATION,HEALTHCARE, AND ENJOY SAFE NEIGHBORHOODS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $17,984,206 | ExpenseAmt |
| Grant | $17,984,206 | GrantAmt |
| Desc | THE LUZERNE FOUNDATION, YOUR COMMUNITY FOUNDATION, EXISTS TO MAKE OUR REGION A BETTER PLACE TO LIVE, WORK AND PLAY. THROUGH THE GENEROSITY OF OUR DONORS, THE FOUNDATION SUPPORTS SEVEN KEY AREAS THAT TOGETHER SUPPORT A HEALTHY AND SUSTAINABLE COMMUNITY INCLUDING SOCIAL SERVICES, EDUCATION AND SCHOLARSHIPS, ARTS AND CULTURE, NEIGHBORHOODS AND COMMUNITY DEVELOPMENT, YOUTH ISSUES, HISTORIC PRESERVATION AND THE ENVIRONMENT, AND HEALTH AND WELLNESS. THE LUZERNE FOUNDATION IS PRIVILEGED TO FACILITATE THE PHILANTHROPY OF VERY SPECIAL PEOPLE WHO UNDERSTAND THAT QUALITY OF LIFE REQUIRES "GIVING BACK" SO OTHERS MIGHT REALIZE THE BEAUTY OF OUR AREA, HAVE ACCESS TO THE ARTS, EDUCATION, HEALTHCARE, AND ENJOY SAFE NEIGHBORHOODS. FOR 21 YEARS, THE LUZERNE FOUNDATION HAS ASSISTED INDIVIDUALS AND FAMILIES, BUSINESSES, CIVIC GROUPS, AND OTHER NONPROFIT ORGANIZATIONS WITH REALIZING THEIR GOALS FOR CHARITABLE GIVING SO, COLLECTIVELY, THEY CAN IMPROVE THE QUALITY OF LIFE FOR THOSE LIVING AND WORKING IN LUZERNE COUNTY AND THROUGHOUT THE REGION. IN ADDITION, THE LUZERNE FOUNDATION SUPPORTS WORTHY CHARITIES AT A NATIONAL LEVEL. | Desc |
| Total Program Service Expenses | $17,984,206 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 4 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 4 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES M BARBER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5707141570 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 MAIN STREET 2ND FLOOR | AddressLine1Txt |
| City | LUZERNE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18709 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| THOMAS L KENNEDY ESQ | ||||||
| BOARD CHAIRMAN | 0.10 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MICHAEL D WEAVER | ||||||
| VICE CHAIRMAN | 0.10 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KEVIN FOLEY | ||||||
| TREASURER | 0.10 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GERTRUDE C MCGOWAN ESQ | ||||||
| SECRETARY | 0.10 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PHILIP G DECKER | ||||||
| IMMED PAST CHAIRMAN TERM END 6/30/14 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| CHARLIE APONICK | ||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |
| JOSEPH F BUTCHER | ||||||
| DIRECTOR (TERM END 6/30/14) | 0.10 | Yes (X) | $0 | $0 | $0 | |
| TERRENCE W CASEY | ||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |
| PETER J DANCHAK | ||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |
| JOHN DOWD | ||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |
| KATHI FLACK | ||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |
| AUGUST F GENETTI JR | ||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |
| LOU GOERINGER | ||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |
| R CLEMENTS GOVER | ||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |
| SCOTT HENRY | ||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |
| MIKE HIRTHLER | ||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM M JONES | ||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM JOYCE | ||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |
| JOSEPH E KLUGER ESQUIRE | ||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |
| MELANIE M LUMIA | ||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |
| JOSEPH L PERSICO ESQUIRE | ||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |
| ALEXANDER SLOOT | ||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |
| SCOTT W WILLIAMS | ||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |
| SENATOR JOHN YUDICHAK | ||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |
| ROBERT GILL | ||||||
| DIRECTOR (TERM BEGAN 7-1-14) | 0.10 | Yes (X) | $0 | $0 | $0 | |
| DONNA PALERMO | ||||||
| DIRECTOR (TERM BEGAN 7-1-14) | 0.10 | Yes (X) | $0 | $0 | $0 | |
| CHARLES M BARBER | ||||||
| PRESIDENT AND CEO | 45.00 | Yes (X) | $120,414 | $0 | $18,934 | |
| ROBERT KORJESKI CPA | ||||||
| CHIEF FINANCIAL OFFICER | 3.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $120,414 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $18,934 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $15,075 | FundraisingAmt |
| All Other Contributions | $17,858,790 | AllOtherContributionsAmt |
| Noncash Contributions | $1,502,999 | NoncashContributionsAmt |
| Total Contributions | $17,873,865 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $803,008 | TotalRevenueColumnAmt |
| Exclusion | $803,008 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,010,521 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,637,558 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $372,963 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $372,963 | TotalRevenueColumnAmt |
| Exclusion | $372,963 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $26,240 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $15,075 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $49,175 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$22,935 | TotalRevenueColumnAmt |
| Exclusion | -$22,935 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,026,901 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,153,036 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,984,206 | TotalAmt |
| Program Services | $17,984,206 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $139,348 | TotalAmt |
| Management And General | $111,478 | ManagementAndGeneralAmt |
| Fundraising | $27,870 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,714 | TotalAmt |
| Management And General | $66,343 | ManagementAndGeneralAmt |
| Fundraising | $7,371 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,080 | TotalAmt |
| Management And General | $7,272 | ManagementAndGeneralAmt |
| Fundraising | $808 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,463 | TotalAmt |
| Management And General | $14,591 | ManagementAndGeneralAmt |
| Fundraising | $2,872 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,250 | TotalAmt |
| Management And General | $26,250 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $346,035 | TotalAmt |
| Management And General | $346,035 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,813 | TotalAmt |
| Management And General | $8,813 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,426 | TotalAmt |
| Management And General | $12,426 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,039 | TotalAmt |
| Management And General | $55,039 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,806 | TotalAmt |
| Management And General | $10,806 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,295 | TotalAmt |
| Management And General | $4,295 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,790 | TotalAmt |
| Management And General | $3,790 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,393 | TotalAmt |
| Management And General | $35,393 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135 | TotalAmt |
| Management And General | $135 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,724 | TotalAmt |
| Management And General | $3,724 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| SPECIAL ACTIVITIES EXP | $268,921 | $268,921 | |
| BAD DEBT EXPENSE | $17,101 | $17,101 | |
| TEMPORARY SERVICES | $14,965 | $14,965 | |
| AUTO EXPENSES | $11,782 | $11,782 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,205 | TotalAmt |
| Management And General | $16,205 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,058,491 | TotalAmt |
| Program Services | $17,984,206 | ProgramServicesAmt |
| Management And General | $766,443 | ManagementAndGeneralAmt |
| Fundraising | $307,842 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100 | BOYAmt |
| EOY | $100 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,686,685 | BOYAmt |
| EOY | $2,493,984 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $363,098 | BOYAmt |
| EOY | $404,442 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,112,612 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $42,612 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $1,070,000 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,900,128 | BOYAmt |
| EOY | $26,318,158 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,950,011 | BOYAmt |
| EOY | $30,286,684 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,753 | BOYAmt |
| EOY | $9,046 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,947,036 | BOYAmt |
| EOY | $4,288,964 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,960,789 | BOYAmt |
| EOY | $4,298,010 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,662,124 | BOYAmt |
| EOY | $24,535,431 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $327,098 | BOYAmt |
| EOY | $1,453,243 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,989,222 | BOYAmt |
| EOY | $25,988,674 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,950,011 | BOYAmt |
| EOY | $30,286,684 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$31,590 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $974,897 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $56,145 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,318,257 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,311,025 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,808,207 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,202,950 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,873,865 | CurrentTaxYearAmt |
| Total | $71,514,304 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,318,257 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,311,025 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,808,207 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,202,950 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,873,865 | CurrentTaxYearAmt |
| Total | $71,514,304 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $49,659,937 | SubstantialContributorsTotAmt |
| Public Support Total170 | $21,854,367 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $353,634 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $503,245 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $560,805 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $651,791 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $803,008 | CurrentTaxYearAmt |
| Total | $2,872,483 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $74,386,787 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $105,667 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.29380 | PublicSupportCY170Pct |
| Public Support PY170 | 0.35190 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests PY170 | Yes (X) | ThirtyThrPctSuprtTestsPY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 78 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 196 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $15,502,709 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $2,478,541 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $16,867,436 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $1,116,770 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $12,325,279 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $16,485,814 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,900,129 | BeginningYearBalanceAmt |
| Contributions | $1,791,479 | ContributionsAmt |
| Investment Earnings Or Losses | $2,211,892 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,242,494 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $342,847 | AdministrativeExpensesAmt |
| End Year Balance | $26,318,158 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,345,858 | BeginningYearBalanceAmt |
| Contributions | $815,260 | ContributionsAmt |
| Investment Earnings Or Losses | $4,146,970 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,105,652 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $302,307 | AdministrativeExpensesAmt |
| End Year Balance | $23,900,129 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,852,284 | BeginningYearBalanceAmt |
| Contributions | $680,125 | ContributionsAmt |
| Investment Earnings Or Losses | $2,169,489 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $977,262 | GrantsOrScholarshipsAmt |
| Other Expenditures | $120,000 | OtherExpendituresAmt |
| Administrative Expenses | $258,778 | AdministrativeExpensesAmt |
| End Year Balance | $20,345,858 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,106,188 | BeginningYearBalanceAmt |
| Contributions | $770,826 | ContributionsAmt |
| Investment Earnings Or Losses | $53,620 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $844,267 | GrantsOrScholarshipsAmt |
| Other Expenditures | $60,000 | OtherExpendituresAmt |
| Administrative Expenses | $174,143 | AdministrativeExpensesAmt |
| End Year Balance | $18,852,284 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,244,932 | BeginningYearBalanceAmt |
| Contributions | $6,665,380 | ContributionsAmt |
| Investment Earnings Or Losses | $1,775,504 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $394,216 | GrantsOrScholarshipsAmt |
| Other Expenditures | $67,418 | OtherExpendituresAmt |
| Administrative Expenses | $117,994 | AdministrativeExpensesAmt |
| End Year Balance | $19,106,188 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $1,070,000 | InvestmentCostOrOtherBasisAmt |
| Book Value | $1,070,000 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,349 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,349 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $33,263 | OtherCostOrOtherBasisAmt |
| Depreciation | $33,263 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,070,000 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FUNDS HELD AS AGENCY ENDOWMENT | Desc |
| Amt | $4,288,964 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,288,964 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $19,834,706 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $974,897 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $25,000 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $56,145 | OtherRevenueAmt |
| Revenue Not Reported | $1,056,042 | RevenueNotReportedAmt |
| Revenue Subtotal | $18,778,664 | RevenueSubtotalAmt |
| Other Revenues Not Included | $248,237 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $248,237 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $19,026,901 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $18,835,254 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $25,000 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | -$248,237 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$223,237 | ExpensesNotReportedAmt |
| Expenses Subtotal | $19,058,491 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $19,058,491 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | ENDOWMENT FUNDS HELD AT THE LUZERNE FOUNDATION MAY BE ESTABLISHED TO BENEFIT A PARTICULAR INSTITUTION OR AGENCY, TO PROVIDE ONGOING SUPPORT TO A FAVORITE CHARITY, AWARD SCHOLARSHIPS IN THE NAME OF A LOVED ONE, OR OTHERWISE SUPPORT SEVEN KEY AREAS: SOCIAL SERVICES, EDUCATION AND SCHOLARSHIPS, ARTS AND CULTURE, NEIGHBORHOODS AND COMMUNITY DEVELOPMENT, YOUTH ISSUES, HISTORIC PRESERVATION AND THE ENVIRONMENT, AND HEALTH AND WELLNESS, IN THE NAME OF A PERSON OR OTHER ENTITY. ENDOWMENT FUNDS CAN BE ESTABLISHED BY GIFT OR BY A BEQUESTS AND ARE ADDITIONALLY SUPPORTED BY THE EARNINGS ON THOSE CONTRIBUTIONS AS WELL AS PERIODIC CONTRIBUTIONS. MOST ENDOWMENT FUNDS ARE PERMANENT WITH THE REQUIREMENT THAT THE PRINCIPAL IS NEVER DEPLETED. THE BALANCE IN THE ENDOWMENT FUND IS INVESTED IN A POOL WITH LONG-TERM ASSETS AND OVERSIGHT IS PROVIDED BY AN INFORMAL YET QUALIFIED INVESTMENT COMMITTEE. DONORS CAN ESTABLISH A FUND IN THEIR NAME, IN A FAMILY'S NAME, OR IN THE NAME OF ANY PERSON OR ORGANIZATION THEY WISH TO HONOR. GRANTS DISTRIBUTED FROM A DONOR'S FUND ARE AWARDED IN THE NAME OF ANY PERSON OR ORGANIZATION THEY WISH TO HONOR. GRANTS DISTRIBUTED FROM A DONOR'S FUND ARE AWARDED IN THE NAME OF THEIR FUND. THIS PERSON OR ORGANIZATION WILL ALWAYS BE REMEMBERED AND LINKED TO GOOD WORKS IN OUR COMMUNITY. |
| PART X, LINE 2: | THE FOUNDATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES BY PRESCRIBING A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD HAS BEEN MET. MANAGEMENT DETERMINED THAT THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD IN 2014 AND 2013. THE FOUNDATION'S FEDERAL RETURNS OF ORGANIZATION EXEMPT FROM INCOME TAX FOR YEARS PRIOR TO 2011 ARE NO LONGER SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF REMAINDER TRUST 56,145. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT INCOME (NETTED WITH EXPENSES ON F/S) 297,412. SPECIAL EVENTS EXPENSES -49,175. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | INVESTMENT INCOME (NETTED WITH EXPENSES ON F/S) -297,412. SPECIAL EVENTS EXPENSES 49,175. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $0 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $0 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (3 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | GENERAL SUPPORT INCLUDING ORPHANAGES, FUNDS TO PURCHASE VEHICLES FOR UNIVERSITY, VETERINARY PROGRAMS, ASSISTANCE TO INDIGENOUS MISSIONARIES IN POOR REMOTE REGIONS. | $1,021,800 | CHECK |
| EAST ASIA AND THE PACIFIC | PROVIDE ASSISTANCE TO TRAIN AND ENCOURAGE MISSIONARY WORK BY INDIGENOUS PEOPLE. | $8,000 | CHECK |
| SUB-SAHARAN AFRICA | ORPHAN HEALTH ISSUES | $8,500 | CHECK |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 11 | Total501c3OrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | THE LUZERNE FOUNDATION EXERCISES A RIGOROUS DUE DILIGENCE IN ITS GRANTMAKING FROM ALL OF ITS DIVERSE FUNDS. THE FOUNDATION ADHERES TO ALL STATE AND FEDERAL REGULATIONS IN ITS GRANTMAKING AND USES POLICIES AND BEST PRACTICES IN COMPLIANCE WITH THE "NATIONAL STANDARDS" FOR COMMUNITY FOUNDATIONS AS PART OF THE COUNCIL ON FOUNDATIONS. BECAUSE OF THE GENEROSITY OF ITS DONORS, THE LUZERNE FOUNDATION, FROM TIME TO TIME, MAKES GRANTS TO 501 (C)(3) PUBLIC CHARITIES WHOSE SCOPE OF PROGRAMS AND SERVICES EXTEND BEYOND THE BORDERS OF THE UNITED STATES AND INTO FOREIGN COUNTRIES ACROSS THE GLOBE. AS PART OF ITS DUE-DILIGENCE PROCESS, AND TO INSURE COMPLIANCE WITH THE HR-4 AND THE PATRIOT ACT, THE LUZERNE FOUNDATION ISSUES A GRANT AGREEMENT TO EACH DOMESTIC ENTITY TO ASSURE THAT THE MONIES DESIGNATED FOR SPECIFIC COUNTRIES ARE USED SOLELY FOR THE PURPOSES INTENDED. REGULAR REPORTING ON THE USE OF THE FUNDING IS PROVIDED BY THE GRANTEE AND MONITORED BY THE LUZERNE FOUNDATION SO THAT WE CAN ASSURE COMPLIANCE IN OUR GRANT MAKING EFFORTS LOCALLY, REGIONALLY, NATIONALLY, AND GLOBALLY. |
| SCHEDULE F, PART II, | ALL GRANTS LISTED ON SCHEDULE F, PART II, WERE PROVIDED BY THE LUZERNE FOUNDATION TO DOMESTIC ENTITIES EXEMPT UNDER 501(C)(3) STATUS. THESE DOMESTIC ENTITIES THEN DIRECTLY PROVIDED THE GRANTS TO ENTITIES LOCATED OUTSIDE OF THE UNTIED STATES. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ANNUAL MTG & RECEPTION | Event1Nm |
| Gross Receipts Event1 | $11,925 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $11,925 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $1,000 | CashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $4,895 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $7,548 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $4,201 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $13,263 | OtherDirectExpensesEvent1Amt |
| Event2 | ANNUAL GOLF TOURNAMENT | Event2Nm |
| Gross Receipts Event2 | $29,390 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $15,075 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $14,315 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $8,240 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $3,595 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $6,028 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $405 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $41,315 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $15,075 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $26,240 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $1,000 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $8,240 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $8,490 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $13,576 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $4,201 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $13,668 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $49,175 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$22,935 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (143 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AUTISM COALTION OF LUZERNE COUNTY | ||||||||
| 140 MAIN STREET 2ND FLOOR | LUZERNE | PA | 18709 | 232765498 | 501( C) (3) | $5,750 | PROGRAM SUPPORT | |
| ALL SAINTS CHURCH | ||||||||
| 17 NORTH CLEVELAND STREET | MCADOO | PA | 18237 | 263064945 | 501( C) (3) | $5,000 | PROGRAM SUPPORT | |
| ALLIED SERVICES FOUNDATION | ||||||||
| 100 ABINGTON EXECUTIVE PARK | CLARKS SUMMIT | PA | 18411 | 232523682 | 501( C) (3) | $21,500 | RYAN'S RUN 1 OF 2 | |
| BACK MOUNTAIN CHAMBER OF COMMERCE | ||||||||
| 1192 TWIN STACKS DRIVE | DALLAS | PA | 18612 | 461332656 | 501( C) (3) | $5,000 | JAZZ CONCERT SPONSOR | |
| BACK MOUNTAIN RECREATION INC | ||||||||
| P O BOX 244 | LEHMAN | PA | 18627 | 232986991 | 501( C) (3) | $200,000 | PROGRAM SUPPORT | |
| BETHANY CHRISTIAN SERVICES | ||||||||
| GREATER DELAWARE VALLEY BRANCH | ELKINS PARK | PA | 190272508 | 381405282 | 501( C) (3) | $60,000 | PROGRAM SUPPORT | OFFICE 7827 OLD YORK ROAD |
| BIRTH CHOICE OF SAN MARCOS | ||||||||
| 277 S RANCHO SANTA FE RD SUITE S | SAN MARCOS | CA | 92078 | 330250034 | 501( C) (3) | $5,000 | PROGRAM SUPPORT | |
| BLOOD WATER MISSION | ||||||||
| PO BOX 60381 | NASHVILLE | TN | 37206 | 562483082 | 501( C) (3) | $25,000 | PROGRAM SUPPORT | |
| BRANDON'S FOREVER HOME | ||||||||
| 3 VOYTKO LANE | CONYNGHAM | PA | 18219 | 471066145 | 501( C) (3) | $10,750 | PROGRAM SUPPORT | |
| CALVARY CHAPEL OF MELBORNE | ||||||||
| 2955 MINTON ROAD | WEST MELBOURNE | FL | 329046624 | 593163220 | 501( C) (3) | $560,000 | HAITI ORPHANAGE EXPENSES | |
| CAMP ASTHMA CADABRA | ||||||||
| PO BOX 1536 | WILKESBARRE | PA | 18703 | 251825116 | 501( C) (3) | $5,200 | CAMP SUPPORT | |
| CAMP ORCHARD HILL | ||||||||
| 640 ORANGE ROAD | DALLAS | PA | 18612 | 232265574 | 501( C) (3) | $7,835 | CAMP FOR KIDS | |
| CARE NET | ||||||||
| 44180 RIVERSIDE PARKWAY SUITE 200 | LANSDOWNE | VA | 20176 | 541382723 | 501( C) (3) | $239,700 | PROGRAM SUPPORT | |
| CASA OF LUZERNE COUNTY | ||||||||
| 667 N RIVER STREET | PLAINS | PA | 18705 | 462279058 | 501( C) (3) | $8,500 | PEER COORDINATING EXPANSION | |
| CATHOLIC SOCIAL SERVICES | ||||||||
| 33 E NORTHAMPTON ST | WILKES BARRE | PA | 18701 | 240818341 | 501( C) (3) | $5,430 | PROGRAM SUPPORT | |
| CATHOLIC YOUTH CENTER OF WILKES-BARRE | ||||||||
| 36 SOUTH WASHINGTON STREET | WILKESBARRE | PA | 187013026 | 237227221 | 501( C) (3) | $15,600 | ANNUAL SUPPORT | |
| CCAI | ||||||||
| 311 MASSACHUSETTS AVENUE NE | WASHINGTON | DC | 20002 | 542035617 | 501( C) (3) | $27,000 | STROTTMAN TRIBUTE | |
| CHRISTIAN FAITH MINISTRIES | ||||||||
| P O BOX 50538 | DENTON | TX | 76206 | 237424817 | 501( C) (3) | $150,000 | PROGRAM SUPPORT | |
| CRISTA MINISTRIES | ||||||||
| 19303 FREMONT AVE NORTH | SEATTLE | WA | 98133 | 916012289 | 501( C) (3) | $65,000 | DESIGNATED FOR THE CHRISTIAN VETERINARY MISSION-RABIES PROGRAM IN HAITI | |
| COMMONWEALTH MEDICAL COLLEGE | ||||||||
| 525 PINE STREET | SCRANTON | PA | 18509 | 260812968 | 501( C) (3) | $66,800 | DR. JENNIFER A. SIDARI SCHOLARSHIP FUND GRANT | |
| COMMUNITY OF JESUS | ||||||||
| 5 BAY VIEW DRIVE | ORLEANS | MA | 02653 | 237089992 | 501( C) (3) | $5,000 | PROGRAM SUPPORT | |
| COMMUNITY PREGNANCY CLINICS | ||||||||
| 940 FIFTH AVENUE | NAPLES | FL | 34012 | 510204833 | 501( C) (3) | $20,000 | PROGRAM SUPPORT | |
| CONVOY OF HOPE | ||||||||
| 330 SOUTH PATTERSON AVENUE | SPRINGFIELD | MO | 65802 | 680051386 | 501( C) (3) | $440,000 | MATCHING GIFT | |
| COVENANT COLLEGE | ||||||||
| 14049 SCENIC HIGHWAY | LOOKOUT MOUNTAIN | GA | 30750 | 430719506 | 501( C) (3) | $200,000 | PROGRAM SUPPORT | |
| CROSSROADS NOLA | ||||||||
| 5290 CANAL BLVD | NEW ORLEANS | LA | 70124 | 753196441 | 501( C) (3) | $8,000 | PROGRAM SUPPORT | |
| DIAMOND CITY PARTNERSHIP | ||||||||
| TWO PUBLIC SQUARE PO BOX 5340 | WILKESBARRE | PA | 187105340 | 233094874 | 501( C) (3) | $27,500 | PARTY ON THE SQUARE | |
| DING DARLING WILDLIFE SOCIETY | ||||||||
| PO BOX 565 | SANIBEL | FL | 33957 | 592240895 | 501( C) (3) | $25,000 | SUMMER TRAVELING EXHIBIT | |
| DIOCESE OF SCRANTON | ||||||||
| 300 WYOMING AVENUE | SCRANTON | PA | 18503 | 240798640 | 501( C) (3) | $13,415 | PROGRAM SUPPORT | |
| DONOR'S TRUST | ||||||||
| 109 N HENRY STREET | ALEXANDRIA | VA | 22314 | 522166327 | 501( C) (3) | $10,000 | THE DAVID'S FUND | |
| ECHO | ||||||||
| 17391 DURRANCE RD | N FT MEYERS | FL | 33917 | 237275283 | 501( C) (3) | $12,000 | $4,000.00 FOR HAITI; $8,000 FOR GENERAL PROGRAM SUPPORT | |
| ECHOCUBA | ||||||||
| PO BOX 546135 | MIAMI | FL | 33154 | 650510432 | 501( C) (3) | $165,000 | GENERAL & PROGRAM SUPPORT | |
| ECKLEY MINER'S VILLAGE ASSOCIATES | ||||||||
| 2 ECKLEY MAIN ST | WEATHERLY | PA | 18255 | 232149296 | 501( C) (3) | $11,000 | PROGRAM SUPPORT | |
| F M KIRBY CENTER | ||||||||
| 71 PUBLIC SQUARE | WILKESBARRE | PA | 187012577 | 222697004 | 501( C) (3) | $60,500 | PROGRAM SUPPORT | |
| FAMILY SERVICE ASSOCIATION OF NEPA | ||||||||
| 31 WEST MARKET STREET | WILKESBARRE | PA | 187011304 | 240795415 | 501( C) (3) | $63,565 | PROGRAM SUPPORT | |
| FAR REACHING MINISTRIES | ||||||||
| 40335 WINCHESTER ROAD SUITE E PMB | TEMECULA | CA | 925915518 | 330776828 | 501( C) (3) | $650,000 | PROGRAM SUPPORT | 137 |
| FOOD FOR THE POOR | ||||||||
| 6401 LYONS ROAD | COCONUT CREEK | FL | 33073 | 592174510 | 501( C) (3) | $60,000 | HOUSING PROJECT IN HAITI | |
| FORWARD EDGE INTERNATIONAL | ||||||||
| 15121-A NE 72 AVE | VANCOUVER | WA | 98686 | 911646598 | 501( C) (3) | $240,000 | PROGRAM SUPPORT | |
| FREE METHODIST WORLD MISSIONS | ||||||||
| 770 NORTH HIGH SCHOOL ROAD | INDIANAPOLIS | IN | 46214 | 350877568 | 501( C) (3) | $80,000 | FOR VEHICLES -HAITIAN PROVIDENCE UNIVERSITY | |
| FRONTIERS | ||||||||
| PO BOX 60670 | PHOENIX | AZ | 85082 | 953731505 | 501( C) (3) | $70,000 | MATCHING GIFT FOR PROGRAM INITIATIVE | |
| GENERAL COUNCIL OF THE ASSEMBLIES OF GOD | ||||||||
| 1445 NORTH BOONVILLE AVENUE | SPRINGFIELD | MO | 658021894 | 440577787 | 501( C) (3) | $100,000 | LIGHTHOUSE SCHOOL - GAZA | |
| GLOBAL ADVANCE | ||||||||
| PO BOX 742077 | DALLAS | TX | 75374 | 752332727 | 501( C) (3) | $122,000 | $8,000 FOR NORTH KOREA | |
| GLORIAE DEI ARTES FOUNDATION | ||||||||
| PO BOX 2831 | ORLEANS | MA | 02653 | 043017097 | 501( C) (3) | $27,800 | DESIGNATED SUPPORT: LIGHT IN THE DARKNESS | |
| GOD'S WORLD PUBLICATIONS | ||||||||
| P O BOX 2330 | ASHEVILLE | NC | 28802 | 560538016 | 501( C) (3) | $330,000 | PROGRAM SUPPORT | |
| GOOD SAMARITAN MISSION CENTER | ||||||||
| 327 FERRY STREET A | DANVILLE | PA | 17821 | 200305960 | 501( C) (3) | $10,000 | MATCHING CHALLENGE | |
| GRACE COMMUNITY CHURCH | ||||||||
| 5182 US 70 WEST | MARION | NC | 28752 | 954896863 | 501( C) (3) | $3,950,000 | MONTREAT COLLEGE | |
| GRACE EPISCOPAL CHURCH | ||||||||
| 30 BUTLER STREET | KINGSTON | PA | 18704 | 240816493 | 501( C) (3) | $17,050 | SUPPORT | |
| GREAT COMMISSION RESOURCES INTERNATIONAL | ||||||||
| 3441 ARCHER CT | VIRGINIA BEACH | VA | 23452 | 522438113 | 501( C) (3) | $20,000 | RUBY RANCH IN NICARAGUA | |
| GREATER WILKES-BARRE ASSOC FOR THE BLIND | ||||||||
| 1825 WYOMING AVENUE | EXETER | PA | 18643 | 232660272 | 501( C) (3) | $13,150 | IN MEMORY OF ROBERT D. STASH | |
| GREATER WILKES-BARRE CHAMBER OF COMMERCE | ||||||||
| 2 PUBLIC SQUARE PO BOX 5340 STATION | WILKESBARRE | PA | 187105340 | 240751080 | 501( C) (3) | $8,000 | PROGRAM SUPPORT | A |
| HANDS AND FEET PROJECT | ||||||||
| PO BOX 682105 | FRANKLIN | TN | 37068 | 201368997 | 501( C) (3) | $130,000 | PROGRAM SUPPORT | |
| HANNAH'S HOPE PREGNANCY SHELTER | ||||||||
| 1067 EXETER AVENUE | EXETER | PA | 18643 | 264448789 | 501( C) (3) | $31,500 | PROGRAM SUPPORT | |
| HAZLETON DOWNTOWN ALLIANCE FOR PROGRESS | ||||||||
| 20 WEST BROAD STREET | HAZLETON | PA | 18201 | 464210453 | 501( C) (3) | $10,000 | GENERAL/PROGRAM SUPPORT | |
| HAZLETON INTEGRATION PROJECT | ||||||||
| 225 EAST 4TH STREET | HAZLETON | PA | 18201 | 453444683 | 501( C) (3) | $261,000 | PROGRAM SUPPORT | |
| HEARTLINE MINISTRIES | ||||||||
| PO BOX 898 | SUNNYSIDE | WA | 98944 | 912072330 | 501( C) (3) | $260,000 | PROGRAM SUPPORT | |
| HEAVEN'S FAMILY | ||||||||
| P O BOX 12854 | PITTSBURGH | PA | 152412542 | 161739329 | 501( C) (3) | $250,000 | IRAQUI REFUGEES | |
| HOPE INTERNATIONAL | ||||||||
| 227 GRANITE HILL DRIVE SUITE250 | LANCASTER | PA | 17601 | 232836648 | 501( C) (3) | $230,000 | DESIGNATED FOR HAITI | |
| HOUSE OF HIS CREATION | ||||||||
| PO BOX 266 | AKRON | PA | 17501 | 231910987 | 501( C) (3) | $55,000 | LIVING ROOM MAKEOVER | |
| ICMOVEMENT | ||||||||
| 7000 TERMINAL SQUARE SUITE 100B | UPPER DARBY | PA | 19082 | 141966666 | 501( C) (3) | $450,000 | GENERAL/PROGRAM SUPPORT | |
| INOD | ||||||||
| PO BOX 536456 | ORLANDO | FL | 32853 | 134321652 | 501( C) (3) | $6,250 | PROGRAM SUPPORT | |
| INTERNATIONAL JUSTICE MISSION | ||||||||
| PO BOX 58147 | WASHINGTON | DC | 20037 | 541722887 | 501( C) (3) | $100,000 | DOMINICAN REPUBLIC | |
| K-9S FOR WARRIORS | ||||||||
| 260 SOUTH ROSCOE BLVD | PONTE VEDRA | FL | 32082 | 275219467 | 501( C) (3) | $5,000 | PROGRAM SUPPORT | |
| KENT SCHOOL | ||||||||
| PO BOX 2006 | KENT | CT | 06757 | 060646687 | 501( C) (3) | $5,000 | SYNTHETIC TURF FIELD FUND | |
| KEYSTONE RESCUE MISSION ALLIANCE | ||||||||
| 8 W OLIVE ST | SCRANTON | PA | 18508 | 342042921 | 501( C) (3) | $12,000 | WYOMING VALLEY RESCUE MISSION | |
| KIDS FOR THE KINGDOM | ||||||||
| PO BOX 85 | GRATON | CA | 95444 | 680421846 | 501( C) (3) | $112,000 | $106,000 OPEN HEARTS MINISTRY FOR NICARAGUA; $6000 FOR RUBY RANCH | |
| KING'S COLLEGE | ||||||||
| 133 NORTH RIVER STREET | WILKESBARRE | PA | 18711 | 240804602 | 501( C) (3) | $26,850 | ANNUAL PROGRAM SUPPORT | |
| KISS THEATRE COMPANY | ||||||||
| PO BOX 1132 | WILKESBARRE | PA | 18703 | 510618680 | 501( C) (3) | $37,250 | PROGRAM SUPPORT | |
| KORE FOUNDATION | ||||||||
| 695 NASHVILLE PIKE 101 | GALLATIN | TN | 37066 | 263196544 | 501( C) (3) | $600,000 | PROGRAM SUPPORT | |
| LIFE CHURCH | ||||||||
| 1401 EAST CEDAR STREET | ALLENTOWN | PA | 18109 | 223110904 | 501( C) (3) | $770,000 | BUILDING PROJECTS | |
| LIFESONG FOR ORPHANS | ||||||||
| ATTN POCONO COMMUNITY FUND 202 | GRIDLEY | IL | 61744 | 351902841 | 501( C) (3) | $10,000 | PROGRAM SUPPORT | NORHT FORD ST PO BOX 40 |
| LITTLE THEATRE OF WILKES-BARRE | ||||||||
| PO BOX 1 | WILKESBARRE | PA | 18703 | 246002142 | 501( C) (3) | $6,000 | HEATING & ELECTRICAL SYSTEM UPGRADES | |
| LOVE A CHILD INC | ||||||||
| PO BOX 60063 | FORT MYERS | FL | 33906 | 592672303 | 501( C) (3) | $1,103,000 | MARKET PLACE | |
| LOXAFAMOSITY MINISTRIES INC | ||||||||
| PO BOX 9291 | MOSCOW | ID | 83843 | 522400448 | 501( C) (3) | $10,000 | PROGRAM SUPPORT | |
| LUZERNE COUNTY CHILD ADVOCACY CENTER | ||||||||
| 187 HANOVER STREET | WILKESBARRE | PA | 18702 | 242765498 | 501( C) (3) | $53,030 | CHILD ADVOCACY CENTER | |
| LUZERNE COUNTY COMMUNITY COLLEGE | ||||||||
| 1333 SOUTH PROSPECT STREET | NANTICOKE | PA | 186343899 | 232268047 | 501( C) (3) | $7,570 | EDUCATIONAL SUPPORT | |
| LUZERNE COUNTY HISTORICAL SOCIETY | ||||||||
| 49 SOUTH FRANKLIN STREET | WILKESBARRE | PA | 18701 | 240811758 | 501( C) (3) | $26,880 | MONTHLY PROGRAM SUPPORT | |
| LUZERNE INTERMEDIATE UNIT | ||||||||
| 368 TIOGA AVENUE | KINGSTON | PA | 18704 | 232267796 | 501( C) (3) | $5,779 | I-PAD AND EQUIPMENT FOR AUTISTIC CHILDREN | |
| MARIAN CATHOLIC HIGH SCHOOL | ||||||||
| 633 ORCHARD STREET | SCRANTON | PA | 18505 | 233046452 | 501( C) (3) | $10,500 | PROGRAM SUPPORT | |
| MARYWOOD UNIVERSITY | ||||||||
| 2300 ADAMS AVENUE | SCRANTON | PA | 185091598 | 240795453 | 501( C) (3) | $6,509 | PROGRAM SUPPORT | |
| MCGLYNN CENTER | ||||||||
| 72 MIDLAND COURT | WILKESBARRE | PA | 18702 | 463067291 | 501( C) (3) | $5,250 | AFTER-SCHOOL AND EVENING TEEN PROGRAMS | |
| MILES FOR MICHAEL FAMILY ASSISTANCE PROJECT | ||||||||
| 140 MAIN STREET | LUZERNE | PA | 18708 | 232765498 | 501( C) (3) | $20,950 | FAMILY ASSISTANCE PROJECT | |
| MIDDLE EAST BIBLE OUTREACH | ||||||||
| 3605 SANDY PLAINS ROAD SUITE 240 | MARIETTA | GA | 30066 | 233067813 | 501( C) (3) | $60,000 | PROGRAM SUPPORT | PMB 272 |
| MISERICORDIA UNIVERSITY | ||||||||
| 301 LAKE STREET | DALLAS | PA | 186121090 | 240795406 | 501( C) (3) | $81,725 | PROGRAM SUPPORT | |
| MMI PREPARATORY SCHOOL | ||||||||
| PO BOX 89 154 CENTRE STREET | FREELAND | PA | 182240089 | 240795967 | 501( C) (3) | $9,654 | MUSIC SOFTWARE | |
| MONADNOCK BIBLE CONFERENCE | ||||||||
| 257 DUBLIN ROAD PO BOX 70 | JAFFREY | NH | 03452 | 020268537 | 501( C) (3) | $270,000 | PROGRAM SUPPORT | |
| MONTREAT COLLEGE | ||||||||
| 310 GAITHER CIRCLE | MONTREAT | NC | 28757 | 561324199 | 501( C) (3) | $80,000 | GORDON COLLEGE | |
| MT GILEAD CAMP | ||||||||
| 440 RINKER ROAD | STROUDSBURG | PA | 18360 | 231673125 | 501( C) (3) | $195,000 | PROGRAM SUPPORT | |
| NATIONAL CHRISTIAN FOUNDATION | ||||||||
| 11625 RAINWATER DRIVE SUITE 500 | ALPHARETTA | GA | 30009 | 582655939 | 501( C) (3) | $60,000 | DESIGNATED: KINDRED IMAGE FUND | |
| NATIONAL COUNCIL FOR ADOPTION | ||||||||
| 225 N WASHINGTON ST | ALEXANDRIA | VA | 22314 | 751721671 | 501( C) (3) | $5,000 | PROGRAM SUPPORT | |
| NATIONAL VACINE INFORMATION CENTER | ||||||||
| 21525 RIDGETOP CIRCLE SUITE 100 | STERLING | VA | 20166 | 541951769 | 501( C) (3) | $20,000 | PROGRAM SUPPORT | |
| NEPA ALLIANCE | ||||||||
| 1151 OAK STREET | PITTSTON | PA | 186403795 | 222656347 | 501( C) (3) | $13,500 | PROGRAM SUPPORT | |
| NEPA PHILHARMONIC | ||||||||
| 4101 BIRNEY AVENUE | MOOSIC | PA | 185071323 | 231855655 | 501( C) (3) | $36,975 | PROGRAM SUPPORT | |
| NEPA RAINBOW ALLIANCE | ||||||||
| PO BOX 1032 | PITTSTON | PA | 18640 | 273965572 | 501( C) (3) | $13,250 | PROGRAM SUPPORT | |
| NORTHMORELAND FIRE COMPANY | ||||||||
| 305 SCHOOLHOUSE ROAD | TUNKHANNOCK | PA | 18657 | 232204025 | 501( C) (3) | $10,000 | BUILDING FUND | |
| OPERATION KIDS FOUNDATION | ||||||||
| 2101 EAST MURRAY HOLLADAY ROAD | HOLLADAY | UT | 84117 | 870643214 | 501( C) (3) | $20,000 | HOPELAND PROJECT | |
| NEPA MENTAL HEALTH INITIATIVE | ||||||||
| 140 MAIN STREET 2ND FLOOR | LUZERNE | PA | 18709 | 232765498 | 501( C) (3) | $64,000 | NEPA FOR MENTAL HEALTH FUND GRANT | |
| ORPHAN INSTITUTE | ||||||||
| 6723 WHITTIER AVENUE | MCLEAN | VA | 22101 | 264339070 | 501( C) (3) | $8,500 | ORPHAN HEALTH ISSUES IN UGANDA | |
| OSTERHOUT FREE LIBRARY | ||||||||
| 71 SOUTH FRANKLIN STREET | WILKESBARRE | PA | 187011287 | 240795971 | 501( C) (3) | $11,075 | PROGRAM SUPPORT | |
| PARKER COMMUNITY CHURCH | ||||||||
| 607 NORTH ABINGTON ROAD | CLARKS SUMMIT | PA | 18411 | 232601749 | 501( C) (3) | $180,000 | PROGRAM SUPPORT | |
| PENN STATE | ||||||||
| UNIVERSITY PARK | STATE COLLEGE | PA | 16801 | 346000376 | 501( C) (3) | $8,000 | ANNUAL CAMPAIGN | |
| POCONO COMMUNITY CHURCH | ||||||||
| P O BOX 817 | MOUNT POCONO | PA | 18344 | 450497822 | 501( C) (3) | $40,000 | GENERAL/PROGRAM SUPPORT | |
| PROVIDING HOPE MINISTRIES | ||||||||
| PO BOX 2103 | KINGSTON | PA | 18704 | 232070710 | 501( C) (3) | $30,000 | PROGRAM SUPPORT | |
| REACH OUT ORPHANAGE MINISTRIES | ||||||||
| REACH OUT ORPHANAGE MINISTRIES PO | CONCORD | NC | 28027 | 412210173 | 501( C) (3) | $20,800 | HONDURAS | BOX 5882 |
| REBUILD GLOBALLY | ||||||||
| PO BOX 570764 | ORLANDO | FL | 32854 | 272403572 | 501( C) (3) | $180,000 | PROGRAM SUPPORT | |
| RESTAVEK FREEDOM FOUNDATION | ||||||||
| 11160 KENWOOD ROAD | CINCINNATI | OH | 45242 | 208334578 | 501( C) (3) | $705,000 | PROGRAM SUPPORT | |
| RESTORED CHURCH | ||||||||
| 71 NORTH FRANKLIN STREET | WILKESBARRE | PA | 18701 | 455419405 | 501( C) (3) | $70,000 | GENERAL/PROGRAM SUPPORT | |
| ROCK SOLID ACADEMY | ||||||||
| 106 SOUTH LEHIGH STREET | SHAVERTOWN | PA | 18708 | 272392471 | 501( C) (3) | $112,000 | PROGRAM SUPPORT | |
| ROMANIAN ORPHAN MINISTRIES | ||||||||
| P O BOX 148145 | NASHVILLE | TN | 37214 | 050557406 | 501( C) (3) | $100,000 | PROGRAM SUPPORT | |
| SALVATION ARMY | ||||||||
| 17 SOUTH PENNSYLVANIA AVENUE | WILKESBARRE | PA | 18701 | 135562351 | 501( C) (3) | $22,935 | PROGRAM SUPPORT | |
| SAN ANTONIO LIGHTHOUSE FOR THE BLIND | ||||||||
| 2305 ROOSEVELT AVENUE | SAN ANTONIO | TX | 78210 | 741339051 | 501( C) (3) | $5,000 | BLIND CHILDREN'S PROGRAMMING | |
| SANIBEL -CAPTIVA CONSERVATION FOUNDATION | ||||||||
| 3333 SANIBEL-CAPTIVA ROAD | SANIBEL | FL | 33957 | 591205087 | 501( C) (3) | $180,000 | $130,000 GENERAL SUPPORT $50,000 INTERN FUND | |
| SANIBEL COMMUNITY CHURCH | ||||||||
| 1740 PERIWINKLE WAY | SANIBEL | FL | 33957 | 596509436 | 501( C) (3) | $80,000 | PROGRAM SUPPORT | |
| SANIBEL PUBLIC LIBRARY | ||||||||
| 770 DUNLOP ROAD | SANIBEL | FL | 33957 | 596200187 | 501( C) (3) | $38,500 | WIST LIST | |
| SANTA PARADE INC | ||||||||
| 500 STRAUB ST | DUNMORE | PA | 18512 | 461541146 | 501( C) (3) | $6,500 | 2014 SANTA PARADE | |
| SANTIAGO CHRISTIAN SCHOOL FOUNDATION | ||||||||
| 1016 SCENIC VIEW DRIVE | SCHWENKSVILLE | PA | 19473 | 364385849 | 501( C) (3) | $460,000 | PROGRAM SUPPORT | |
| SHAOHANNAH'S HOPE | ||||||||
| 230 FRANKLIN ROAD 11JJ PO BOX 647 | FRANKLIN | TN | 37064 | 320011220 | 501( C) (3) | $204,000 | PROGRAM/GENERAL SUPPORT | |
| SLOCUM CHAPEL | ||||||||
| 1024 EXETER AVENUE | EXETER | PA | 18643 | 300843677 | 501( C) (3) | $20,000 | CHURCH RENOVATIONS | |
| STORM WARRIORS INTERNATIONAL | ||||||||
| 162 OLD COUNTY ROAD | ROCKPORT | ME | 04856 | 270201059 | 501( C) (3) | $60,000 | SWI/SNOOPERS MARKETING/OPERATIONS EXPENDITURES | |
| SUSQUEHANNA GREENWAY PARTNERSHIP | ||||||||
| 201 FURNACE ROAD | LEWISBURG | PA | 17837 | 205013029 | 501( C) (3) | $12,000 | PROGRAM SUPPORT | |
| SUSQUEHANNA UNIVERSITY | ||||||||
| 514 UNIVERSITY AVENUE | SELINSGROVE | PA | 178701164 | 231353385 | 501( C) (3) | $25,750 | PROGRAM SUPPORT | |
| TEEN CHALLENGE OF THE FOUR STATES | ||||||||
| 11095 MOLLY LANE | NEOSHO | MO | 64850 | 203459311 | 501( C) (3) | $60,000 | UNITED TO THE RESCUE | |
| TEMPLE ISRAEL | ||||||||
| 236 SOUTH RIVER STREET | WILKESBARRE | PA | 187022492 | 240796029 | 501( C) (3) | $10,100 | PROGRAM SUPPORT | |
| TEMPLE UNIVERSITY | ||||||||
| 1805 NORTH BROAD STREET 11TH FLOOR | PHILADELPHIA | PA | 19122 | 231365971 | 501( C) (3) | $10,200 | SCHOLARSHIP PAYMENT 1 OF 2 | WACHMAN HALL ROOM 1108 |
| THE CHALMERS CENTER | ||||||||
| 507 MCFARLAND RD SUITE B | LOOKOUT MOUNTAIN | GA | 30750 | 272341083 | 501( C) (3) | $215,000 | GENERAL/PROGRAM SUPPORT | |
| HOPE CENTER | ||||||||
| 205-207 MAIN STREET | LUZERNE | PA | 18709 | 273851697 | 501( C) (3) | $95,000 | BUILDING SUPPORT | |
| THE LANDS AT HILLSIDE FARMS | ||||||||
| 65 HILLSIDE ROAD | SHAVERTOWN | PA | 18708 | 202975553 | 501( C) (3) | $51,400 | PROGRAM SUPPORT | |
| THE VERITAS FORUM INC | ||||||||
| ONE BROADWAY 14TH FLOOR | CAMBRIDGE | MA | 021421187 | 205616941 | 501( C) (3) | $250,000 | CRITICAL NEEDS LIST | |
| TIM TEBOW FOUNDATION | ||||||||
| 2220 COUNTRY ROAD 2010 WEST SUITE | JACKSONVILLE | FL | 32259 | 274345913 | 501( C) (3) | $58,000 | PROGRAM SUPPORT | 108 PMB 317 |
| UNITARIAN UNIVER CONGREG OF WYO VALLEY | ||||||||
| PO BOX 2608 | WILKESBARRE | PA | 187032608 | 232664557 | 501( C) (3) | $6,000 | PROGRAM SUPPORT | |
| UNITED WAY OF WYOMING VALLEY | ||||||||
| 100 N PENNSYLVANIA AVE 2ND FLOOR | WILKESBARRE | PA | 18701 | 240831490 | 501( C) (3) | $66,845 | PROGRAM SUPPORT | |
| UNIVERSITY OF PITTSBURGH | ||||||||
| PARK PLAZA 128 NORTH CRAIG STREET | PITTSBURGH | PA | 15260 | 250965591 | 501( C) (3) | $9,125 | SCHOLARSHIP SUPPORT | |
| UPLANDS REACH CONFERENCE CENTER | ||||||||
| PO BOX 830 | MILLERS CREEK | NC | 28651 | 561737203 | 501( C) (3) | $50,000 | PROGRAM SUPPORT | |
| VALLEY HEART WITH HEART FAMILY ASSISTANCE PROJECT | ||||||||
| 1011 LOWER DEMUNDS ROAD | DALLAS | PA | 18612 | 232765498 | 501( C) (3) | $7,570 | FAMILY ASSISTANCE PROJECT | |
| VASCULAR BIRTHMARK FOUNDATION | ||||||||
| PO BOX 106 | LATHAM | NY | 12110 | 161515227 | 501( C) (3) | $40,000 | PROGRAM SUPPORT | |
| VOLUNTEERS IN MEDICINE | ||||||||
| 190 NORTH PENNSYLVANIA AVENUE | WILKESBARRE | PA | 18702 | 203531527 | 501( C) (3) | $20,800 | MAMMOGRAM SCREENINGS | |
| VOLUNTEERS OF AMERICA | ||||||||
| 25 NORTH RIVER STREET | WILKESBARRE | PA | 18702 | 522145785 | 501( C) (3) | $7,000 | 20/20 VISION SPECIAL GRANT -PROGRAM SUPPORT | |
| WESTERN INDIAN MINISTRIES | ||||||||
| PO BOX 9090 | WINDOW ROCK | AZ | 86515 | 856007207 | 501( C) (3) | $18,000 | PROGRAM SUPPORT | |
| WILKES UNIVERSITY | ||||||||
| 84 WEST SOUTH STREET | WILKESBARRE | PA | 187660999 | 240795506 | 501( C) (3) | $34,050 | CARL E. CHARNETSKI-POLISH ROOM SCHOLARSHIP | |
| WILKES-BARRE FAMILY YMCA | ||||||||
| 40 WEST NORTHAMPTON STREET | WILKESBARRE | PA | 187011774 | 240795638 | 501( C) (3) | $35,245 | PROGRAM SUPPORT | |
| WILKES-BARRE FREE CLINIC | ||||||||
| ST NICHOLAS CHURCH 35 S FRANKLIN ST | WILKESBARRE | PA | 18701 | 061694588 | 501( C) (3) | $8,000 | PATIENT MEDICATIONS | ST |
| WORLD MAGAZINE | ||||||||
| 12 ALL SOULS CRESCENT PO BOX 2330 | ASHEVILLE | NC | 28803 | 560538016 | 501( C) (3) | $78,000 | PROGRAM SUPPORT | |
| WYOMING SEMINARY | ||||||||
| 201 NORTH SPRAGUE AVENUE | KINGSTON | PA | 18704 | 240795509 | 501( C) (3) | $314,594 | PROGRAM SUPPORT | |
| WYOMING VALLEY CHILDREN'S ASSOCIATION | ||||||||
| 1133 WYOMING AVENUE | FORTY FORT | PA | 18704 | 240795510 | 501( C) (3) | $12,800 | GALA SUPPORT | |
| YOUNG LIFE | ||||||||
| 420 NORTH CASCADE AVENUE | COLORADO SPRINGS | CO | 80903 | 840385934 | 501( C) (3) | $95,000 | NORTH BRANCH PA185 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 143 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | WITH EACH GRANT REQUEST, THE LUZERNE FOUNDATION EXERCISES ITS DUE DILIGENCE TO ASSURE COMPLIANCE WITH IRS STANDARDS. THE FOUNDATION REQUESTS AN IRS DETERMINATION LETTER REGARDING EXEMPT STATUS. EACH NONPROFIT ORGANIZATION'S 501(C)(3) STATUS AND EIN IS VERIFIED THROUGH THE USE OF GUIDESTAR AND CHARITY CHECK, ONLINE RESOURCES SUITED FOR THAT PURPOSE. ADDITIONAL RESEARCH IS DONE VIA THE RECIPIENT ORGANIZATION'S WEBSITE OR VIA DIRECT CONTACT WITH THE EXECUTIVE DIRECTOR OR CEO OF THE ORGANIZATION. THE GOAL IS TO OBTAIN INFORMATION RELATING TO MISSION AND PURPOSE SO THAT WE ASCERTAIN THAT THE DONORS' CHARITABLE INTENTS ARE BEING UPHELD. IN ADDITION, GRANT RECIPIENTS WHO RECEIVE GRANTS FROM THE UNRESTRICTED FUND ARE PROVIDED WITH A GRANT REPORTING FORM THAT IS REQUIRED TO BE RETURNED TO THE FOUNDATION WHEN THE PROJECT IS COMPLETED. THE RECIPIENTS ARE REQUIRED TO SUBMIT A NARRATIVE ON ACTIVITY RELATED TO THE GRANT. THE GRANTEES WHO RECEIVE GRANTS FROM DONOR ADVISED FUNDS ARE PROVIDED WITH A MORE TAILORED GRANT REPORTING FORM AND ARE ALSO REQUIRED TO PROVIDE NARRATIVES RELATING TO THE PROGRESS AND ACTIVITY RELATED TO THE GRANT. THE REPORTS ARE REVIEWED BY THE FOUNDATION. FOUNDATION STAFF FOLLOW UP IF THERE ARE QUESTIONS OR ISSUES IDENTIFIED DURING THE REVIEW PROCESS. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 9 | ContributionCnt |
| Noncash Contributions Rpt F990 | $432,999 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | QUOTED MARKET PRICE | MethodOfDeterminingRevenuesTxt |
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,070,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | INDEPENDENT APPRAISAL | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 1 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | THE AMOUNTS REPORTED IN COLUMN B REPRESENT THE NUMBER OF CONTRIBUTORS. |
| PART I, LINE 32B: | THE ORGANIZATION USES INVESTMENT MANAGERS TO SELL THE PUBLICLY TRADED SECURITIES THAT ARE DONATED TO THE FOUNDATION. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE EXECUTIVE COMMITTEE WHICH IS COMPRISED OF THE BOARD CHAIRPERSON, VICE-CHAIRPERSON, SECRETARY, TREASURER, THREE SELECTED BOARD MEMBERS AND ONE BOARD MEMBER EMERITUS DEALS WITH CONFIDENTIAL MATTERS SUCH AS SETTING THE PRESIDENT/CEO SALARY AND CEO ANNUAL REVEIW. THE EXECUTIVE COMMITTEE ALSO CONDUCTS THE BUDGET REVIEW BEFORE IT IS RATIFIED BY THE FULL BOARD. |
| FORM 990, PART VI, SECTION A, LINE 2 | MICHAEL WEAVER, WHO IS A CURRENT BOARD MEMBER, IS THE STEP-SON OF BOARD EMERITUS, FRANK BEVEVINO. AS EMERITUS, FRANK DOES NOT HAVE VOTING PRIVILEGES. |
| FORM 990, PART VI, SECTION B, LINE 11 | CHARLES BARBER,PRESIDENT & CEO, BOB KORJESKI,CFO, AND THE EXECUTIVE COMMITTEE REVIEW THE FULL FORM 990 IN ITS ENTIRETY PRIOR TO FILING. A PUBLIC INSPECTION COPY IS PROVIDED TO THE FULL BOARD OF DIRECTORS FOR REVIEW PRIOR TO THE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, THE LUZERNE FOUNDATION DISTRIBUTES CONFLICTS OF INTEREST FORMS TO THE BOARD OF DIRECTORS SO THAT THE INFORMATION HELD ON FILE IS CURRENT. EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH BOARD-DELEGATED POWERS IS REQUIRED TO SIGN A STATEMENT WHICH AFFIRMS THAT THEY HAVE RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY; HAVE READ AND UNDERSTANDS THE POLICY; HAVE AGREED TO COMPLY WITH THE POLICY; UNDERSTANDS THE DUTY OF EACH OFFICER OR DIRECTOR TO MAINTAIN AND PRESERVE THE CONFIDENTIALITY OF BOARD AND COMMITTEE DISCUSSIONS AND PROTECT PRIVACY AT ALL TIMES; AND UNDERSTANDS THAT THE CORPORATION IS A CHARITABLE ORGANIZATION AND THAT TO MAINTAIN ITS TAX-EXEMPT STATUS IT MUST ENGAGE PRIMARLY IN ACTIVITIES THAT ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. THESE FORMS ARE REVIEWED BY THE AUDIT AND GOVERNANCE COMMITTEES. ANY CONFLICT OF INTEREST THAT IS IDENTIFIED IS REVIEWED AT THE BOARD OF DIRECTORS MEETING ON A CASE BY CASE BASIS AND IS DOCUMENTED IN THE BOARD MEETING MINUTES. |
| FORM 990, PART VI, SECTION B, LINE 15 | ANNUAL COMPENSATION REVIEWS ARE CONDUCTED BY THE PRESIDENT & CEO, DIRECTOR OF OPERATIONS AND ADMINSTRATIVE SUPPORT STAFF. THE PRESIDENT & CEO, AND THE DIRECTOR OF OPERATIONS WERE REVIEWED IN 2013. AS A MATTER OF PRACTICE, THE FOUNDATION'S EXECUTIVE COMMITTEE SETS THE PRESIDENT'S SALARY AND BENEFITS. THE PRESIDENT AND CEO THEN SET THE SUPPORT STAFF'S SALARY AND BENEFITS. IN ADVANCE OF THE PRESIDENT AND CEO REVIEW, THE EXECUTIVE COMMITTEE RECEIVES A COMPREHENSIVE CEO REVIEW FORM THAT SURVEYS SEVEN KEY AREAS OF PERFORMANCE: BOARD RELATIONS, STAFF PLANNING AND OVERSIGHT, PUBLIC RELATIONS AND FOUNDATION DEVELOPMENT, GRANTS MANAGEMENT, FISCAL MANAGEMENT, PERSONAL CHARACTERISTICS AND INSTITUTIONAL VISION. EACH EXECUTIVE COMMITTEE MEMBER RATES THE CANDIDATE ON A SCALE OF CONSISTENTLY EXCELLENT TO BELOW EXPECTATIONS, AND IS ENCOURAGED TO PROVIDE ADDITIONAL FEEDBACK IN THE COMMENTS SECTION OF THE REVIEW FORM. IN ADDITION, GENERAL OBSERVATION QUESTIONS ARE POSED TO SOLICIT FEEDBACK AND PROPOSED NEW IDEAS FOR THE FUTURE. THE INFORMATION OBTAINED ON THE FORMS IS COMPILED AND DISCUSSED AMONG THE EXECUTIVE COMMITTEE MEMBERS, AND IS DOCUMENTED IN THE MINUTES. ONCE A COLLECTIVE DECISION IS REACHED BY THE EXECUTIVE COMMITTEE, THE CHAIRMAN OF THE EXECUTIVE COMMITTEE REPORTS AND DISCUSSES THE OUTCOME WITH THE PRESIDENT AND CEO. TO ASSIST IN THE DETERMINATION OF THE CEO COMPENSATION PACKAGE, ADDITIONAL MATERIALS AND HANDOUTS ARE PROVIDED THROUGH THE COUNCIL ON FOUNDATIONS, (A RESOURCE FOR COMMUNITY FOUNDATIONS AND PHILANTHROPIC ENTITIES.) THESE HANDOUTS INCLUDE COMPARABLE SALARIES FOR OTHER COMMUNITY FOUNDATIONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST; IN ADDITION, A STATEMENT OF FINANCIAL POSITION IS MADE AVAILABLE IN THE ANNUAL "COMMUNITY GUIDE" OF THE FOUNDATION. THE 990 IS AVAILABLE TO THE PUBLIC ON THE FOUNDATION'S WEBSITE OR UPON REQUEST. |
| PART VII, DISCLOSURE REGARDING FEES PAID TO THE CHIEF FINANCIAL OFFICER | ROBERT KORJESKI, CPA IS THE CHIEF FINANCIAL OFFICER OF THE ORGANIZATION. HE DOES NOT HAVE VOTING PRIVILEGES. FOR FORM 990 REPORTING PURPOSES, HE HAS BEEN IDENTIFIED AS AN OFFICER ON PART VII. FEES FOR SERVICES PROVIDED BY MR. KORJESKI FROM THE LUZERNE FOUNDATION ARE PAID TO A CORPORATION OF WHICH MR. KORJESKI IS THE 100% STOCKHOLDER. FEES PAID FOR THESE SERVICES WERE $6,000 FOR THE 2014 YEAR. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF REMAINDER TRUST 56,145. |
| FORM 990, PART XI, LINE 2C: | THE PROCESSES USED BY THE COMMITTEE THAT ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT HAVE NOT CHANGED FROM THE PRIOR YEAR. |