ROY W PIPER CHARITABLE TR: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- ROY W PIPER CHARITABLE TR (EIN 20-7487500)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-13
- IRS object ID
- 201521339349101482
- 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-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 | 2015-05-13T10:41:19-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 2015-05-13 | 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 | 2015-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,787,388 | 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 | $53,912 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $53,912 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $246,718 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $246,718 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $729,632 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $729,632 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $288,337 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $1,070,553 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,728,278 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,070,553 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $46,993 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $14,697 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,147,808 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,115,512 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $90,442 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $60,442 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $30,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $15,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $15,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $17,767 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $12,223 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $5,544 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $675 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $675 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $44,687 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $36,287 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $8,400 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $1,080 | InterestRevAndExpnssAmt |
| Interest Dsbrs Chrtbl | $1,080 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $102,212 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $100,457 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,755 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $123,237 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $123,237 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $9,413 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $5,814 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $3,599 | OccupancyDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $417 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $110 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $307 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $281,686 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $280,504 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,182 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $691,616 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $621,574 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $70,042 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $763,803 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $763,803 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,455,419 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $621,574 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $833,845 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $692,389 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,493,938 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $227,668 | CashBOYAmt |
| Cash EOY | $51,901 | CashEOYAmt |
| Cash EOYFMV | $51,901 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $510,318 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $357,429 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $357,429 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $31,985 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $28,614 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $28,614 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $12,199,382 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,389,946 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,389,946 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,886 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,434 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,434 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,957,969 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $568,177 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,472,316 | LandBOYAmt |
| Land EOY | $3,389,792 | LandEOYAmt |
| Land EOYFMV | $3,957,969 | LandEOYFMVAmt |
| Other Assets EOY | $95 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $95 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $16,443,555 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,219,211 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,787,388 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $15,791 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $15,865 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $15,791 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,865 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $4,228,382 | UnrestrictedBOYAmt |
| Unrestricted EOY | $3,813,400 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $12,199,382 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $12,389,946 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,427,764 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,203,346 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,443,555 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,219,211 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,427,764 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $692,389 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7 | OtherIncreasesAmt |
| Subtotal | $17,120,160 | SubtotalAmt |
| Other Decreases | $916,814 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,203,346 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,070,553 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $825,706 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $15,938,872 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051805 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $552,878 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $14,829,850 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.037281 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $580,461 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $14,498,633 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.040036 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $278,023 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $11,719,644 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.023723 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $161,591 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $532,812 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.303280 | DistributionYr5Rt |
| Total Distribution | 0.456125 | TotalDistributionRt |
| Average Distribution | 0.091225 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $16,875,854 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,539,500 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $14,939 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,554,439 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $833,845 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $29,879 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $29,879 | SubtotalAmt |
| Tax Based On Investment Income | $29,879 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,120 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $18,120 | TotalPaymentsAndCreditsAmt |
| Tax Due | $11,759 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WILLIAM A PETTY | IndividualWithBooksNm |
| Phone | 5708365454 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 460 | AddressLine1Txt |
| City | TUNKHANNOCK | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18657 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WILLIAM A PETTY | ||||||||
| PO BOX 460 | TUNKHANNOCK | PA | 18657 | MANAGER | 40.00 | $52,942 | $7,864 | $0 |
| THOMAS P TULANEY | ||||||||
| PO BOX 460 | TUNKHANNOCK | PA | 18657 | TRUSTEE | 2.00 | $12,500 | $0 | $0 |
| ROBERT P BROWNING | ||||||||
| PO BOX 460 | TUNKHANNOCK | PA | 18657 | TRUSTEE | 2.00 | $12,500 | $0 | $0 |
| RONALD KUKUCHKA | ||||||||
| PO BOX 460 | TUNKHANNOCK | PA | 18657 | TRUSTEE | 2.00 | $12,500 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,154,220 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $756,679 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,221,948 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,132,847 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $17,132,847 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $256,993 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,875,854 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $843,793 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $843,793 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $29,879 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $29,879 | TotalTaxAmt |
| Distributable Before Adj | $813,914 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $813,914 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $813,914 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $833,845 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $833,845 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $833,845 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $813,914 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $346,871 | UndistributedIncomePYAmt |
| Qualifying Distributions | $833,845 | QualifyingDistributionsAmt |
| Applied To Year1 | $346,871 | AppliedToYear1Amt |
| Applied To Current Year | $486,974 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $326,940 | 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 (100 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 | |
| BOY SCOUTS OF AMERICA | ||||||||
| 72 MONTAGE MOUNTAIN RD | MOOSIC | PA | 18507 | NONE | PUBLIC | GENERAL GRANT | $5,000 | |
| FALLS LIONS CLUB | ||||||||
| FALLS PA | FALLS | PA | 18615 | NONE | PUBLIC | GENERAL GRANT | $2,100 | |
| BOYS & GIRLS CLUBS OF NEPA | ||||||||
| 609 ASH ST | SCRANTON | PA | 18510 | NONE | PUBLIC | GENERAL GRANT | $1,000 | |
| SEVEN LOAVES SOUP KITCHEN | ||||||||
| 74 WARREN ST | TUNKHANNOCK | PA | 18657 | NONE | PUBLIC | GENERAL GRANT | $5,000 | |
| ABINGTON LITTLE LEAGUE | ||||||||
| PO BOX 126 | CLARKS SUMMIT | PA | 18411 | NONE | PUBLIC | GENERAL GRANT | $1,000 | |
| TRITON HOSE CO | ||||||||
| 116 W TIOGA ST | TUNKHANNOCK | PA | 18657 | NONE | PUBLIC | GENERAL GRANT | $25 | |
| AKA-EZOUA EDOUKOU | ||||||||
| 5 PURITAN LANE | WILKES BARRE | PA | 18702 | NONE | N/A | COLLEGE SCHOLARSHIP | $469 | |
| BELLANCO EMILY | ||||||||
| 41 DORRANCE AVE | WYOMING | PA | 18644 | NONE | N/A | COLLEGE SCHOLARSHIP | $9,000 | |
| BENKO BRIDGET | ||||||||
| RR1 BOX 145 | DALTON | PA | 18414 | NONE | N/A | COLLEGE SCHOLARSHIP | $733 | |
| BERARDELLI KRISTA | ||||||||
| 1206 BREAKER CR DR | DICKSON CITY | PA | 18519 | NONE | N/A | COLLEGE SCHOLARSHIP | $15,000 | |
| BERTO TAYLOR | ||||||||
| 46 SHARON DRIVE | MOOSIC | PA | 18507 | NONE | N/A | COLLEGE SCHOLARSHIP | $11,250 | |
| BILSKI SARAH | ||||||||
| 364 LAKE ST | DALLAS | PA | 18615 | NONE | N/A | COLLEGE SCHOLARSHIP | $15,000 | |
| BLEVINS JAMES | ||||||||
| 100 GRZYBOWSKI DR | SCOTT TOWNSHIP | PA | 18447 | NONE | N/A | COLLEGE SCHOLARSHIP | $3,500 | |
| BRACE COLLEEN | ||||||||
| PO BOX 126 | NICHOLSON | PA | 18446 | NONE | N/A | COLLEGE SCHOLARSHIP | $2,500 | |
| BREITA ALICIA | ||||||||
| 237 KEHRLI ROAD | FACTORYVILLE | PA | 18419 | NONE | N/A | COLLEGE SCHOLARSHIP | $13,083 | |
| BURKE MATTHEW | ||||||||
| 5378 ROUTE 187 | SUGAR RUN | PA | 18846 | NONE | N/A | COLLEGE SCHOLARSHIP | $3,750 | |
| CALLAS DANNIELLE | ||||||||
| 104 SOUTH LOTT RD | MESHOPPEN | PA | 18630 | NONE | N/A | COLLEGE SCHOLARSHIP | $6,186 | |
| CAMACHO-AYALA 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 | |
| CASTELLANO DAVID | ||||||||
| C/O DANNY TORRES | CHICAGO | IL | 60629 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,000 | 5728 S CALIFORNIA AVE |
| CENTRELLA ZACKARY | ||||||||
| 80 LAYFAYETTE ST | NEW YORK | NY | 10013 | NONE | N/A | COLLEGE SCHOLARSHIP | $7,000 | |
| CIPRIANO LOUIS | ||||||||
| 111 MOUNT LAUREL LANE | OLYPHANT | PA | 18447 | NONE | N/A | COLLEGE SCHOLARSHIP | $7,500 | |
| CLARK KELLY | ||||||||
| 224 WOOD RD | SPRINGVILLE | PA | 18844 | NONE | N/A | COLLEGE SCHOLARSHIP | $413 | |
| CLEMENS DANIEL | ||||||||
| 25 DOGWOOD DRIVE | TUNKHANNOCK | PA | 18657 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,000 | |
| COLE JORDAN | ||||||||
| 130 COLE FARM ROAD | MESHOPPEN | PA | 18630 | NONE | N/A | COLLEGE SCHOLARSHIP | $2,500 | |
| CONNOR CHRIS | ||||||||
| 1367 POST HILL RD | FACTORYVILLE | PA | 18419 | NONE | N/A | COLLEGE SCHOLARSHIP | $11,000 | |
| COX LAURA | ||||||||
| RR2 BOX 63 | DALTON | PA | 18414 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,000 | |
| COYNE MARION | ||||||||
| 1258 WATSON STREET | SCRANTON | PA | 18504 | NONE | N/A | COLLEGE SCHOLARSHIP | $12,000 | |
| CROCK CAMERON | ||||||||
| 108 STATE ST | NICHOLSON | PA | 18446 | NONE | N/A | COLLEGE SCHOLARSHIP | $22,000 | |
| DINGER JORDAN | ||||||||
| 820 LAYTON ROAD | SOUTH ABINGTON | PA | 18411 | NONE | N/A | COLLEGE SCHOLARSHIP | $15,000 | |
| DIPASQUALE SKYLER | ||||||||
| 146 STATE ROUTE 239 | SHICKSHINNY | PA | 18655 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,791 | |
| DOUGHER LAUREN | ||||||||
| 2714 COLLIERY AVE | SCRANTON | PA | 18503 | NONE | N/A | COLLEGE SCHOLARSHIP | $7,350 | |
| ELGHAZAL DANIA | ||||||||
| 223 N SUMNER AVE | SCRANTON | PA | 18504 | NONE | N/A | COLLEGE SCHOLARSHIP | $12,000 | |
| ELGHAZAL GEORGIA | ||||||||
| 223 N SUMNER AVE | SCRANTON | PA | 18504 | NONE | N/A | COLLEGE SCHOLARSHIP | $7,500 | |
| ESGRO BRITTANY | ||||||||
| 1718 MARION ST | DUNMORE | PA | 18509 | NONE | N/A | COLLEGE SCHOLARSHIP | $3,348 | |
| FREAR SAMANTHA | ||||||||
| 121 CHURCH RD | FACTORYVILLE | PA | 18419 | NONE | N/A | COLLEGE SCHOLARSHIP | $6,000 | |
| GABRIEL AMY | ||||||||
| 208 W ATHERTON ST | TAYLOR | PA | 18517 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,000 | |
| GREEN ERIKA | ||||||||
| 15 S LOVELAND AVE | KINGSTON | PA | 18704 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,815 | |
| GURDZINSKI GABBRIELLE | ||||||||
| 104 NORFOLK WAY | SCRANTON | PA | 18504 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,000 | |
| 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 | $8,000 | |
| HERRON CECILLIA | ||||||||
| 616 MYRTLE STREET | SCRANTON | PA | 18510 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,000 | |
| HOLEVA EMILY | ||||||||
| 123 BETTY STREET | EYNON | PA | 18403 | NONE | N/A | COLLEGE SCHOLARSHIP | $6,813 | |
| HOPKINS DAVID | ||||||||
| RR2 BOX 2551 | FACTORYVILLE | PA | 18419 | NONE | N/A | COLLEGE SCHOLARSHIP | $13,946 | |
| HORROCKS NATALIE | ||||||||
| 169 VAIL ROAD | FACTORYVILLE | PA | 18419 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,000 | |
| KELLER KIMBERLY | ||||||||
| 104 ANTHONY DRIVE | TAYLOR | PA | 18517 | NONE | N/A | COLLEGE SCHOLARSHIP | $9,480 | |
| KING JULIA | ||||||||
| 709 MYRTLE STREET | SCRANTON | PA | 18510 | NONE | N/A | COLLEGE SCHOLARSHIP | $8,356 | |
| KIRSCHNER SAMANTHA | ||||||||
| 28 BEECHNUT DRIVE | GOULDSBORO | PA | 18424 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,000 | |
| KOZOIL KAYLA | ||||||||
| 60 CHESTNUT TREE ROAD | NOXEN | PA | 18636 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,000 | |
| KRISHAK JEFFREY | ||||||||
| 52 CHESTNUT STREET | TUNKHANNOCK | PA | 18657 | NONE | N/A | COLLEGE SCHOLARSHIP | $549 | 103E SHIELDS BUILDING |
| KWOK FLORENCE | ||||||||
| 639 CAREY AVE | WILKES BARRE | PA | 18702 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,000 | |
| LENGEL PETER | ||||||||
| PO BOX 2 | DALTON | PA | 18414 | NONE | N/A | COLLEGE SCHOLARSHIP | $6,000 | |
| LEVI JADE | ||||||||
| 1855 SR 292 E | FALLS | PA | 18615 | NONE | N/A | COLLEGE SCHOLARSHIP | $4,102 | |
| LUKE DANIEL | ||||||||
| 1539 HEART LAKE RD | SCOTT TWP | PA | 18433 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,000 | |
| MALATESTA ARIELLE | ||||||||
| 1815 BRITTAIN ST | BERWICK | PA | 186032509 | NONE | N/A | COLLEGE SCHOLARSHIP | $8,094 | |
| MCCLAIN MEGGAN | ||||||||
| PO BOX 262 | MESHOPPEN | PA | 18630 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,105 | |
| MCHALE KYLE | ||||||||
| 247 PARRISH ST | WILKESBARRE | PA | 18702 | NONE | N/A | COLLEGE SCHOLARSHIP | $15,000 | |
| MORALES JOVANNE | ||||||||
| 1528 WASHBURN ST | SCRANTON | PA | 18504 | NONE | N/A | COLLEGE SCHOLARSHIP | $9,921 | |
| MORGESE GINA | ||||||||
| PO BOX 263 | CARBONDALE | PA | 18407 | NONE | N/A | COLLEGE SCHOLARSHIP | $3,099 | |
| MOSLUK DARIAN | ||||||||
| 161 JAYNE RD | TUNKHANNOCK | PA | 18657 | NONE | N/A | COLLEGE SCHOLARHSIP | $11,000 | |
| MUNLEY NICOLE | ||||||||
| 728 BIRCH STREET | SCRANTON | PA | 18505 | NONE | N/A | COLLEGE SCHOLARSHIP | $3,406 | |
| MUSTO EMMA | ||||||||
| 277 SHORT HILL DR | CLARKS GREEN | PA | 18411 | NONE | N/A | COLLEGE SCHOLARSHIP | $7,500 | |
| NOCITO CASSANDRA | ||||||||
| 424 RIDGE ROAD | PITTSTON | PA | 18640 | NONE | N/A | COLLEGE SCHOLARSHIP | $8,504 | |
| O'HOP KERRY | ||||||||
| 8 BELIN VILLAGE | AVOCA | PA | 186419509 | NONE | N/A | COLLEGE SCHOLARSHIP | $3,500 | |
| OSTROWSKY NOAH | ||||||||
| 473 DR 292E | TUNKHANNOCK | PA | 18657 | NONE | N/A | COLLEGE SCHOLARSHIP | $12,000 | |
| PAGE CRYSTAL | ||||||||
| 613 MEADOW LANE | CLARKS SUMMIT | PA | 18411 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,000 | |
| PARFITT JASON | ||||||||
| 424 HUDSON STREET | MOOSIC | PA | 18507 | NONE | N/A | COLLEGE SCHOLARSHIP | $15,000 | |
| PARSONS GARRETT | ||||||||
| 598 EAST MAIDEN ST APT 2 | WASHINGTON | PA | 15301 | NONE | N/A | COLLEGE SCHOLARSHIP | $13,046 | |
| PATEL DHRUVALKUMAR | ||||||||
| 612 ADAMS AVE | SCRANTON | PA | 18510 | NONE | N/A | COLLEGE SCHOLARSHIP | $18,009 | |
| PETRO-WESNAK MADISON | ||||||||
| 600 SCHOOL ST | MOOSIC | PA | 18507 | NONE | N/A | COLLEGE SCHOLARSHIP | $8,000 | |
| POLI CHARLES | ||||||||
| 9 FAIRLAWN DR | HUGHESTOWN | PA | 18640 | NONE | N/A | COLLEGE SCHOLARSHIP | $2,500 | |
| RARRICK BEN | ||||||||
| 305 MAIN ST | CLARKS SUMMIT | PA | 18411 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,000 | |
| REYAN TANNER | ||||||||
| 1730 WILLIAMS RD | FRIENDSVILLE | PA | 18818 | NONE | N/A | COLLEGE SCHOLARSHIP | $6,000 | |
| ROBINSON BEN | ||||||||
| PO BOX 103 | DALTON | PA | 18414 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,000 | |
| ROBINSON SAVANNA | ||||||||
| 160 BUTTERMILK RD | FALLS | PA | 18615 | NONE | N/A | COLLEGE SCHOLARSHIP | $3,360 | |
| ROBINSON SHANNON | ||||||||
| PO BOX 103 | DALTON | PA | 18414 | NONE | N/A | COLLEGE SCHOLARSHIP | $2,500 | |
| ROGERS SOPHIE | ||||||||
| 640 BEECH ST | SCRANTON | PA | 18505 | NONE | N/A | COLLEGE SCHOLARSHIP | $3,500 | |
| ROJEK ALEXANDER | ||||||||
| 35 ANDREW DR | SCOTT TOWNSHIP | PA | 18433 | NONE | N/A | COLLEGE SCHOLARSHIP | $7,000 | |
| ROSENCRANCE KATHERINE | ||||||||
| 2339 CHERRY HILL RD | CLARKS SUMMIT | PA | 18411 | NONE | N/A | COLLEGE SCHOLARSHIP | $14,811 | |
| SAKSON BRITTANY | ||||||||
| 847 SPRUCE ST | OLYPHANT | PA | 18447 | NONE | N/A | COLLEGE SCHOLARSHIP | $7,500 | |
| SALAZAR XIOMARA | ||||||||
| 930 E 6TH ST | BERWICK | PA | 18603 | NONE | N/A | COLLEGE SCHOLARSHIP | $7,000 | |
| SCANLON MARGARET | ||||||||
| 2744 RANSOM ROAD | CLARKS SUMMIT | PA | 184119647 | NONE | N/A | COLLEGE SCHOLARSHIP | $6,000 | |
| SHAO TONY | ||||||||
| 27 HILLTOP DR | TUNKHANNOCK | PA | 18657 | NONE | N/A | COLLEGE SCHOLARSHIP | $4,807 | |
| SHELEST ANASTASIYA | ||||||||
| 37 AMHERST AVE | WILKES BARRE | PA | 187021606 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,000 | |
| SHERRY CYNTHIA | ||||||||
| 56 MAPLE AVE | TUNKHANNOCK | PA | 18657 | NONE | N/A | COLLEGE SCHOLARSHIP | $15,000 | |
| SHICK AMY | ||||||||
| 117 WHITE TAIL DRIVE | MOUNTAIN TOP | PA | 18707 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,000 | |
| SIESS VICTORIA | ||||||||
| 815 HILL ST | THROOP | PA | 18512 | NONE | N/A | COLLEGE SCHOLARSHIP | $7,500 | |
| SIMONETTI GREG | ||||||||
| 17 CIRCLE DRIVE | EYNON | PA | 184031424 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,000 | |
| STANKOWSKI JOSHUA | ||||||||
| 1023 HAMM CT | SCRANTON | PA | 18505 | NONE | N/A | COLLEGE SCHOLARSHIP | $7,000 | |
| STEVENS CASSANDRA | ||||||||
| 39 BROOK ST | HARVEYS LAKE | PA | 18618 | NONE | N/A | COLLEGE SCHOLARSHIP | $7,440 | |
| STRAUCH JANINE | ||||||||
| 11 CONCORD AVE | FACTORYVILLE | PA | 18419 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,000 | |
| TEMSAMRIT BRIAN | ||||||||
| 821 WEST LOCUST STREET | SCRANTON | PA | 18504 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,000 | |
| TERRY MATTHEW | ||||||||
| 1239 WESTSIDE AVE | HONESDALE | PA | 18431 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,333 | |
| TILBERRY STEPHANIE | ||||||||
| 507 WEST HOSPITAL ST | TAYLOR | PA | 18517 | NONE | N/A | COLLEGE SCHOLARSHIP | $3,458 | |
| WADIKA MICHELLE | ||||||||
| 1403 PROSPECT AVE | SCRANTON | PA | 185051734 | NONE | N/A | COLLEGE SCHOLARSHIP | $7,500 | |
| WALTER AMANDA | ||||||||
| 166 S MAINT ST | ARCHBALD | PA | 184031731 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,000 | |
| WESNAK SAMANTHA | ||||||||
| 600 SCHOOL ST | MOOSIC | PA | 18507 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,000 | |
| WEST ERIN | ||||||||
| 420 VIRGINIA AVE | VESTAL | NY | 13850 | NONE | N/A | COLLEGE SCHOLARSHIP | $4,714 | |
| WILCHA SKYLER | ||||||||
| 511 MESHOPPEN CREEK RD | MESHOPPEN | PA | 18630 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,137 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $763,803 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $53,912 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $246,718 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $288,337 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $14,697 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,070,553 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| JACKSON NATL. ANNUITY -1099-R | $14,918 |
| OTHER INCOME - R/E | $10,486 |
| INSURANCE REIMBURSEMENT | $5,593 |
| GAIN/LOSS ON SALE SCRAP METAL | $1,299 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,659,520 | ExclusionAmt |
| Related Or Exempt Function Incm | $46,993 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,706,513 | 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 | $5,000 | Amt |
| Net Investment Income | $2,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,500 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (119 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 | $80,135 | S/L | 27.5000 | $20,245 | $20,245 |
| LAND IMPROVEMENTS-CARRYOVER BASIS | 2010-01-01 | $50,017 | $15,378 | 150DB | 15.0000 | $3,464 | $3,464 |
| FURNISHINGS | 2010-06-15 | $1,868 | $1,545 | 200DB | 5.0000 | $215 | $215 |
| 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 | $1,287 | 200DB | 5.0000 | $163 | $163 |
| NEW CARPET | 2012-04-30 | $256 | $194 | 200DB | 5.0000 | $25 | $25 |
| REFRIGERATOR | 2012-04-30 | $265 | $201 | 200DB | 5.0000 | $26 | $26 |
| NEW CARPET | 2012-05-31 | $256 | $194 | 200DB | 5.0000 | $25 | $25 |
| REFRIGERATOR | 2012-05-31 | $265 | $201 | 200DB | 5.0000 | $26 | $26 |
| DEHUMIDIFIER | 2012-06-30 | $79 | $60 | 200DB | 5.0000 | $8 | $8 |
| WATER HEATER | 2012-06-30 | $150 | $114 | 200DB | 5.0000 | $15 | $15 |
| NEW CARPET | 2012-06-30 | $575 | $437 | 200DB | 5.0000 | $55 | $55 |
| WATER HEATER | 2012-06-30 | $917 | $697 | 200DB | 5.0000 | $88 | $88 |
| NEW CARPET | 2012-09-30 | $256 | $194 | 200DB | 5.0000 | $25 | $25 |
| 2 OIL TANKS | 2012-12-31 | $609 | $463 | 200DB | 5.0000 | $59 | $59 |
| JOHN DEERE MOWER | 2012-05-13 | $2,226 | $1,692 | 200DB | 5.0000 | $213 | $213 |
| OIL TANKS | 2013-01-31 | $1,001 | $200 | 200DB | 5.0000 | $320 | $320 |
| CARPET | 2013-03-31 | $268 | $54 | 200DB | 5.0000 | $85 | $85 |
| REFRIGERATOR | 2013-04-30 | $276 | $55 | 200DB | 5.0000 | $88 | $88 |
| CARPET | 2013-06-30 | $502 | $100 | 200DB | 5.0000 | $161 | $161 |
| DEHUMIDIFIER | 2013-07-31 | $124 | $25 | 200DB | 5.0000 | $39 | $39 |
| CARPET | 2013-09-30 | $349 | $70 | 200DB | 5.0000 | $111 | $111 |
| WASHER | 2013-10-31 | $359 | $72 | 200DB | 5.0000 | $115 | $115 |
| WATER HEATER | 2013-12-31 | $148 | $30 | 200DB | 5.0000 | $47 | $47 |
| REFRIGERATOR | 2014-02-28 | $596 | 200DB | 5.0000 | $358 | $358 | |
| WATER HEATER | 2014-04-30 | $1,087 | 200DB | 5.0000 | $652 | $652 | |
| CARPET | 2014-05-31 | $368 | 200DB | 5.0000 | $221 | $221 | |
| WATER HEATER | 2014-07-31 | $872 | 200DB | 5.0000 | $523 | $523 | |
| REFRIGERATOR | 2014-08-31 | $252 | 200DB | 5.0000 | $151 | $151 | |
| WATER HEATER | 2014-08-31 | $266 | 200DB | 5.0000 | $160 | $160 | |
| CARPET | 2014-12-31 | $380 | 200DB | 5.0000 | $228 | $228 | |
| CARPET | 2014-07-31 | $354 | 200DB | 5.0000 | $212 | $212 | |
| LAND-BASIS FROM ESTATE | 2010-01-01 | $9,100 | |||||
| BUILDING-BASIS FROM ESTATE | 2010-01-01 | $106,139 | $15,278 | S/L | 27.5000 | $3,860 | $3,860 |
| FURNISHINGS | 2010-06-15 | $244 | $202 | 200DB | 5.0000 | $28 | $28 |
| LAND-BASIS FROM ESTATE | 2010-01-01 | $10,000 | |||||
| BUILDING-BASIS FROM ESTATE | 2010-01-01 | $103,680 | $14,942 | S/L | 27.5000 | $3,771 | $3,771 |
| IMPROVEMENTS | 2011-06-15 | $2,383 | $220 | S/L | 27.5000 | $87 | $87 |
| LAND-BASIS FROM ESTATE | 2010-01-01 | $7,700 | |||||
| BUILDING-BASIS FROM ESTATE | 2010-01-01 | $78,102 | $11,242 | S/L | 27.5000 | $2,840 | $2,840 |
| IMPROVEMENTS | 2010-12-01 | $655 | $73 | S/L | 27.5000 | $23 | $23 |
| FURNISHINGS | 2010-10-26 | $1,125 | $931 | 200DB | 5.0000 | $129 | $129 |
| LAND @ FMV 1/1/10 | 2010-01-01 | $4,400 | |||||
| BUILDING @ FMV 1/1/10 | 2010-01-01 | $105,600 | $15,200 | S/L | 27.5000 | $3,840 | $3,840 |
| IMPROVEMENTS | 2010-11-02 | $248 | $28 | S/L | 27.5000 | $9 | $9 |
| IMPROVEMENTS | 2011-06-15 | $179 | $17 | S/L | 27.5000 | $7 | $7 |
| NEW CARPET | 2012-07-09 | $2,285 | $1,737 | 200DB | 5.0000 | $219 | $219 |
| WASHER & DRYER | 2012-12-14 | $514 | $391 | 200DB | 5.0000 | $49 | $49 |
| RANGE | 2013-03-11 | $514 | $103 | 200DB | 5.0000 | $164 | $164 |
| FURNITURE | 2013-05-12 | $261 | $52 | 200DB | 5.0000 | $84 | $84 |
| STOVE | 2014-01-29 | $503 | 200DB | 5.0000 | $302 | $302 | |
| LAND @ FMV 1/1/10 | 2010-01-01 | $8,080 | |||||
| BUILDING @ FMV 1/1/10 | 2010-01-01 | $92,920 | $13,375 | S/L | 27.5000 | $3,379 | $3,379 |
| IMPROVEMENTS | 2010-12-15 | $10,268 | $1,136 | S/L | 27.5000 | $373 | $373 |
| IMPROVEMENTS | 2011-06-15 | $929 | $86 | S/L | 27.5000 | $33 | $33 |
| FURNISHINGS | 2011-06-15 | $1,971 | $1,971 | 200DB | 5.0000 | ||
| FURNACE | 2014-03-13 | $4,639 | S/L | 27.5000 | $134 | $134 | |
| BUILDING IMPROVEMENTS | 2014-11-26 | $6,445 | S/L | 15.0000 | $3,330 | $3,330 | |
| LAND-BASIS FROM ESTATE | 2010-01-01 | $8,200 | |||||
| BUILDING-BASIS FROM ESTATE | 2010-01-01 | $65,490 | $9,426 | S/L | 27.5000 | $2,381 | $2,381 |
| STOVE | 2014-05-30 | $636 | 200DB | 5.0000 | $382 | $382 | |
| REFRIGERATOR | 2014-05-30 | $584 | 200DB | 5.0000 | $350 | $350 | |
| REFRIGERATOR | 2014-08-12 | $585 | 200DB | 5.0000 | $351 | $351 | |
| STOVE | 2014-08-12 | $460 | 200DB | 5.0000 | $276 | $276 | |
| DISHWASHER | 2014-08-12 | $400 | 200DB | 5.0000 | $240 | $240 | |
| CARPET | 2014-08-19 | $1,100 | 200DB | 5.0000 | $660 | $660 | |
| IMPROVEMENTS | 2014-10-03 | $1,092 | S/L | 15.0000 | $564 | $564 | |
| LAND @ FMV 1/1/10 | 2010-01-01 | $99,660 | |||||
| BUILDING @ FMV 1/1/10 | 2010-01-01 | $202,340 | $20,536 | S/L | 39.0000 | $5,189 | $5,189 |
| WATER PUMP | 2012-01-25 | $795 | $604 | 200DB | 5.0000 | $77 | $77 |
| LAND-BASIS FROM ESTATE | 2010-01-01 | $100,000 | |||||
| BUILDING-BASIS FROM ESTATE | 2010-01-01 | $200,819 | $20,382 | S/L | 39.0000 | $5,150 | $5,150 |
| IMPROVEMENTS-BARRACKS | 2010-10-15 | $3,032 | $249 | S/L | 39.0000 | $78 | $78 |
| HEAT PUMP | 2010-03-01 | $7,900 | $768 | S/L | 39.0000 | $203 | $203 |
| IMPROVEMENTS-BARRACKS | 2011-06-15 | $1,711 | $112 | S/L | 39.0000 | $44 | $44 |
| NEW BASE CABINETS | 2012-10-11 | $508 | $386 | 200DB | 5.0000 | $49 | $49 |
| WATER HEATER | 2013-01-28 | $328 | $66 | 200DB | 5.0000 | $104 | $104 |
| HEATING UNIT | 2013-08-26 | $2,008 | $19 | S/L | 39.0000 | $52 | $52 |
| PARKING LOT PAVING | 2013-05-31 | $32,000 | $1,600 | 150DB | 15.0000 | $3,040 | $3,040 |
| HVAC | 2014-07-30 | $5,185 | S/L | 39.0000 | $61 | $61 | |
| LAND @ FMV 1/1/10 | 2010-01-01 | $180,090 | |||||
| BUILDING @ FMV 1/1/10 | 2010-01-01 | $486,910 | $49,420 | S/L | 39.0000 | $12,485 | $12,485 |
| IMPROVEMENTS-BARRACKS | 2011-06-15 | $22,681 | $1,478 | S/L | 39.0000 | $582 | $582 |
| NEW HEATING UNIT | 2012-02-29 | $16,880 | $1,151 | S/L | 27.5000 | $614 | $614 |
| RANGE | 2013-09-04 | $480 | $96 | 200DB | 5.0000 | $154 | $154 |
| LAND-BASIS FROM ESTATE | 2010-01-01 | $20,800 | |||||
| BUILDING-BASIS FROM ESTATE | 2010-01-01 | $116,023 | $16,700 | 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 | $28,603 | S/L | 39.0000 | $7,226 | $7,226 |
| IMPROVEMENTS-BARRACKS | 2010-09-30 | $3,909 | $329 | S/L | 39.0000 | $101 | $101 |
| FURNISHINGS | 2010-09-15 | $1,557 | $1,288 | 200DB | 5.0000 | $179 | $179 |
| PARKING LOT | 2011-06-02 | $22,550 | $22,550 | 150DB | 15.0000 | ||
| AIR CONDITION UNIT | 2012-08-06 | $3,500 | $2,660 | 200DB | 5.0000 | $336 | $336 |
| CARPET | 2013-12-30 | $600 | $120 | 200DB | 5.0000 | $192 | $192 |
| HEATING UNIT | 2013-06-17 | $2,216 | $31 | S/L | 39.0000 | $57 | $57 |
| HVAC | 2014-07-09 | $4,385 | S/L | 39.0000 | $2,218 | $2,218 | |
| CARPET | 2014-01-17 | $1,790 | 200DB | 5.0000 | $1,074 | $1,074 | |
| CARPET | 2014-02-13 | $1,685 | 200DB | 5.0000 | $1,011 | $1,011 | |
| PARKING AREA | 2014-09-10 | $6,728 | 150DB | 15.0000 | $3,532 | $3,532 | |
| LAND-BASIS FROM ESTATE | 2010-01-01 | $90,000 | |||||
| BUILDING-BASIS FROM ESTATE | 2010-01-01 | $329,128 | $33,405 | S/L | 39.0000 | $8,440 | $8,440 |
| LAND IMPROVEMENTS | 2010-01-01 | $5,185 | $1,594 | 150DB | 15.0000 | $359 | $359 |
| EQUIPMENT | 2010-01-01 | $24,276 | $16,693 | 200DB | 7.0000 | $2,167 | $2,167 |
| CARPET | 2013-05-10 | $1,380 | $276 | 200DB | 5.0000 | $442 | $442 |
| WATER HEATER | 2014-01-29 | $315 | 200DB | 5.0000 | $189 | $189 | |
| LAND @ FMV 1/1/10 | 2010-01-01 | $38,750 | |||||
| BUILDING @ FMV 1/1/10 | 2010-01-01 | $116,250 | $16,733 | 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 | $12,260 | S/L | 27.5000 | $3,103 | $3,103 |
| CARPET & VINYL | 2013-08-28 | $104 | $21 | 200DB | 5.0000 | $33 | $33 |
| RANGE | 2013-06-05 | $475 | $95 | 200DB | 5.0000 | $152 | $152 |
| APARTMENT IMPROVEMENTS | 2013-05-12 | $4,293 | $69 | S/L | 39.0000 | $110 | $110 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (29 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| SEE ATTACHMENT D-1 | 2014-12 | PURCHASE | 2014-12 | $232,377 | $218,184 | $14,193 |
| SEE ATTACHMENT D-1 | 2014-12 | PURCHASE | 2014-12 | $325,775 | $232,347 | $93,428 |
| SEE ATTACHMENT D-1 | 2014-12 | PURCHASE | 2014-12 | $203,866 | $124,556 | $79,310 |
| SEE ATTACHMENT D-1 | 2014-12 | PURCHASE | 2014-12 | $16 | $16 | |
| SEE ATTACHMENT D-2 | 2014-12 | PURCHASE | 2014-12 | $260,810 | $241,571 | $19,239 |
| SEE ATTACHMENT D-2 | 2014-12 | PURCHASE | 2014-12 | $553,496 | $379,008 | $174,488 |
| SEE ATTACHMENT D-2 | 2014-12 | PURCHASE | 2014-12 | $101,881 | $57,574 | $44,307 |
| SEE ATTACHMENT D-2 | 2014-12 | PURCHASE | 2014-12 | $21 | $21 | |
| SEE ATTACHMENT D-3 | 2014-12 | PURCHASE | 2014-12 | $1,573,288 | $1,501,282 | $72,006 |
| SEE ATTACHMENT D-3 | 2014-12 | PURCHASE | 2014-12 | $1,012,967 | $863,359 | $149,608 |
| SEE ATTACHMENT D-3 | 2014-12 | PURCHASE | 2014-12 | $28 | $20 | $8 |
| SEE ATTACHMENT D-4 | 2014-12 | PURCHASE | 2014-12 | $169,410 | $189,588 | -$20,178 |
| SEE ATTACHMENT D-4 | 2014-12 | PURCHASE | 2014-12 | $64,927 | $65,792 | -$865 |
| SEE ATTACHMENT D-4 | 2014-12 | PURCHASE | 2014-12 | $394,024 | $364,133 | $29,891 |
| SEE ATTACHMENT D-5 | 2014-12 | PURCHASE | 2014-12 | $196,207 | $168,550 | $27,657 |
| SEE ATTACHMENT D-6 | 2014-12 | PURCHASE | 2014-12 | $32,575 | $32,477 | $98 |
| SEE ATTACHMENT D-6 | 2014-12 | PURCHASE | 2014-12 | $253,996 | $254,504 | -$508 |
| SEE ATTACHMENT D-6 | 2014-12 | PURCHASE | 2014-12 | $2,954 | $2,988 | -$34 |
| SEE ATTACHMENT D-6 | 2014-12 | PURCHASE | 2014-12 | $374,201 | $374,178 | $23 |
| SEE ATTACHMENT D-6 | 2014-12 | PURCHASE | 2014-12 | $2,059 | $2,065 | -$6 |
| SEE ATTACHMENT D-7 | 2014-12 | PURCHASE | 2014-12 | $287,181 | $288,770 | -$1,589 |
| SEE ATTACHMENT D-7 | 2014-12 | PURCHASE | 2014-12 | $788,410 | $509,507 | $278,903 |
| SEE ATTACHMENT D-7 | 2014-12 | PURCHASE | 2014-12 | $33,271 | $16,374 | $16,897 |
| SEE ATTACHMENT D-8 | 2014-12 | PURCHASE | 2014-12 | $365,888 | $375,231 | -$9,343 |
| SEE ATTACHMENT D-8 | 2014-12 | PURCHASE | 2014-12 | $42 | $42 | |
| SEE ATTACHMENT D-8 | 2014-12 | PURCHASE | 2014-12 | $285,171 | $243,074 | $42,097 |
| SEE ATTACHMENT D-8 | 2014-12 | PURCHASE | 2014-12 | $83,183 | $50,678 | $32,505 |
| SEE ATTACHMENT D-9 | 2014-12 | PURCHASE | 2014-12 | $15,511 | $15,511 | |
| SEE ATTACHMENT D-9 | 2014-12 | PURCHASE | 2014-12 | $86,325 | $86,325 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MERRILL LYNCH 10125 | ||
| MERRILL LYNCH 10497 | $1,605,035 | $1,605,035 |
| MERRILL LYNCH 10498 | $567,761 | $567,761 |
| MERRILL LYNCH 10499 | $679,029 | $679,029 |
| JACKSON LIFE ANNUITY | $1,000,000 | $1,000,000 |
| MERRILL LYNCH 10791 | $1,260,456 | $1,260,456 |
| MERRILL LYNCH 10792 | $3,738,677 | $3,738,677 |
| MERRILL LYNCH 10793 | $1,780,466 | $1,780,466 |
| MERRILL LYNCH 10794 | $483,250 | $483,250 |
| MERRILL LYNCH 11080 | $1,275,272 | $1,275,272 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PARTNERSHIP INVESTMENT IN IGM 2003-1 | $91 | $91 |
| PARTNERSHIP INVESTMENT IN IGM 2003-2 | $32 | $32 |
| PARTNERSHIP INVESTMENT IN IGM 2004-1 | $39 | $39 |
| PARTNERSHIP INVESTMENT IN IGM 2004-1 | $42 | $42 |
| PARTNERSHIP INVESTMENT IN IGM 2005-1 | $106 | $106 |
| PARTNERSHIP INVESTMENT IN IGM 2005-2 | $187 | $187 |
| PARTNERSHIP INVESTMENT IN IGM 2006-1 | $70 | $70 |
| PARTNERSHIP INVESTMENT IN IGM 2006-2 | $87 | $87 |
| IGM DISTRIBUTION IN TRANSIT | $780 | $780 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| BUILDING | $3,014,087 | $460,021 | $2,554,066 | $3,014,087 |
| LAND IMPROVEMENTS | $116,480 | $51,518 | $64,962 | $116,480 |
| EQUIPMENT & FURNISHINGS | $84,642 | $56,638 | $28,004 | $84,642 |
| LAND | $742,760 | $742,760 | $742,760 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | CategoryTxt |
| Legal Fees | $675 | LegalFeesAmt |
| Disbursements Charitable Prps | $675 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPOSIT IN TRANSIT - ROYALTIES | Desc |
| EOY Book Value | $95 | EOYBookValueAmt |
| EOYFMV | $95 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FEDERAL INCOME TAX | $20,237 |
| UNREALIZED APPRECIATION IN MARKET SECURITIES | $896,577 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (97 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SUSQUEHANNA APARTMENTS | |||
| FUEL OIL | $30,717 | $30,717 | |
| UTILITIES | $21,437 | $21,437 | |
| INSURANCE | $10,733 | $10,733 | |
| MAINTENANCE SUPPLIES | $5,699 | $5,699 | |
| TRASH COLLECTION | $4,903 | $4,903 | |
| GROUND MAINT & SUPPLY | $2,082 | $2,082 | |
| VEHICLE EXPENSE | $1,242 | $1,242 | |
| EQUIPMENT REPAIRS | $1,139 | $1,139 | |
| BUILDING REPAIRS | $922 | $922 | |
| PEST CONTROL | $858 | $858 | |
| TENANT FUNCTIONS | $698 | $698 | |
| OFFICE EXPENSE | $616 | $616 | |
| TELEPHONE | $257 | $257 | |
| SYSTEM TESTING | $254 | $254 | |
| SNOW REMOVAL | $227 | $227 | |
| DUES & DONATION | $110 | $110 | |
| YARD MAINTENANCE | $16 | $16 | |
| 53WYOMINGAVE &55 W HARRISON | |||
| INSURANCE | $1,133 | $1,133 | |
| REPAIRS & MAINTENANCE | $168 | $168 | |
| 10-12 PA AVE,TUNKHANNOCK PA | |||
| INSURANCE | $973 | $973 | |
| REPAIRS & MAINTENANCE | $97 | $97 | |
| 220-222 NEW MALLERY PL, WB | |||
| INSURANCE | $974 | $974 | |
| PEST CONTROL | $828 | $828 | |
| RECYCLING FEES | $100 | $100 | |
| LEVEE FEE | $47 | $47 | |
| REPAIRS & MAINTENANCE | $559 | $559 | |
| UTILITIES | $465 | $465 | |
| 224 NEW MALLERY PL, WB | |||
| REPAIRS & MAINTENANCE | $848 | $848 | |
| INSURANCE | $1,431 | $1,431 | |
| PEST CONTROL | $748 | $748 | |
| RECYCLING FEES | $200 | $200 | |
| LEVEE FEE | $94 | $94 | |
| UTILITIES | $1,161 | $1,161 | |
| 228-230 NEW MALLERY PL WB | |||
| REPAIRS & MAINTENANCE | $5,937 | $5,937 | |
| INSURANCE | $1,435 | $1,435 | |
| PEST CONTROL | $974 | $974 | |
| RECYCLING FEES | $200 | $200 | |
| LEVEE FEE | $47 | $47 | |
| UTILITIES | $4,046 | $4,046 | |
| RENTAL INSPECTION | $100 | $100 | |
| 35 SECOND STREET, TUNK PA | |||
| INSURANCE | $654 | $654 | |
| REPAIRS & MAINTENANCE | $5,819 | $5,819 | |
| UTILITIES | $308 | $308 | |
| 5730 INTERCHANGE, LEHIGHTON | |||
| REPAIRS & MAINTENANCE | $4,935 | $4,935 | |
| INSURANCE | $2,476 | $2,476 | |
| WATER TESTING | $175 | $175 | |
| PEST CONTROL | $318 | $318 | |
| UTILITIES | $712 | $712 | |
| 1745 VALLEY RD, MANSFIELD | |||
| REPAIRS & MAINTENANCE | $7,278 | $7,278 | |
| INSURANCE | $2,947 | $2,947 | |
| PEST CONTROL | $1,342 | $1,342 | |
| WATER TESTING | $184 | $184 | |
| UTILITIES | $574 | $574 | |
| 872 SALEM BLVD,SHICKSHINNY | |||
| REPAIRS & MAINTENANCE | $3,725 | $3,725 | |
| INSURANCE | $3,199 | $3,199 | |
| PEST CONTROL | $588 | $588 | |
| WATER TESTING | $122 | $122 | |
| UTILITIES | $407 | $407 | |
| 22 SPRUCE STREET, TUNK PA | |||
| INSURANCE | $748 | $748 | |
| RR1 ROUTE 6&PA 220N TOWANDA | |||
| REPAIRS & MAINTENANCE | $13,591 | $13,591 | |
| INSURANCE | $3,212 | $3,212 | |
| PEST CONTROL | $968 | $968 | |
| WATER TESTING | $122 | $122 | |
| UTILITIES | $1,545 | $1,545 | |
| 915 ROUTE 6, TUNKHANNOCK PA | |||
| REPAIRS & MAINTENANCE | $13,822 | $13,822 | |
| INSURANCE | $3,150 | $3,150 | |
| MAT RENTAL | $840 | $840 | |
| PEST CONTROL | $737 | $737 | |
| WATER TESTING | $122 | $122 | |
| UTILITIES | $711 | $711 | |
| 119 WARREN ST TUNKHANNOCK | |||
| INSURANCE | $828 | $828 | |
| PEST CONTROL | $545 | $545 | |
| REPAIRS & MAINTENANCE | $594 | $594 | |
| 35 WYOMING AVE | |||
| REPAIRS & MAINTENANCE | $375 | $375 | |
| INSURANCE | $810 | $810 | |
| EXPENSES | |||
| MERRILL LYNCH FEES | $80,160 | $80,160 | |
| UNREPORTED GAIN/LOSS | $14,411 | $14,411 | |
| SERVICE CHARGES/FEES - STOCK | $2,154 | $2,154 | |
| SHOLARSHIP LUNCHEON | $1,038 | $1,038 | |
| GATHERING FEE | $821 | $821 | |
| BANK SERVICE CHARGE | $144 | $144 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INCOME FROM IGM | $4,799 | $4,799 |
| ROYALTY INCOME | $9,898 | $9,898 |
| JACKSON NATL. ANNUITY -1099-R | $14,918 | |
| OTHER INCOME - R/E | $10,486 | |
| INSURANCE REIMBURSEMENT | $5,593 | |
| GAIN/LOSS ON SALE SCRAP METAL | $1,299 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK VS TAX DEPR | Desc |
| Amt | $7 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| PAYROLL TAXES | $1,863 | $2,405 |
| DEPOSIT ON SALE - SPRUCE STREET | $3,000 | $3,000 |
| SECURITY DEPOSITS | $10,928 | $10,460 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| SUSQUEHANNA APARTMENTS | $36,287 | |
| INDIRECT OTHER PROFESSIONAL FEES | $8,400 | $8,400 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (16 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROPERTY TAX - OFFICE | $3,509 | $1,754 | $1,755 |
| SUSQUEHANNA APARTMENTS | $28,247 | ||
| 53WYOMINGAVE &55 W HARRISON | $3,830 | ||
| 10-12 PA AVE,TUNKHANNOCK PA | $4,354 | ||
| 220-222 NEW MALLERY PL, WB | $2,809 | ||
| 224 NEW MALLERY PL, WB | $3,653 | ||
| 228-230 NEW MALLERY PL WB | $3,158 | ||
| 35 SECOND STREET, TUNK PA | $4,052 | ||
| 5730 INTERCHANGE, LEHIGHTON | $7,592 | ||
| 1745 VALLEY RD, MANSFIELD | $8,193 | ||
| 872 SALEM BLVD,SHICKSHINNY | $10,079 | ||
| 22 SPRUCE STREET, TUNK PA | $3,328 | ||
| RR1 ROUTE 6&PA 220N TOWANDA | $10,508 | ||
| 915 ROUTE 6, TUNKHANNOCK PA | $3,416 | ||
| 119 WARREN ST TUNKHANNOCK | $2,581 | ||
| 35 WYOMING AVE | $2,903 |