ROY W PIPER CHARITABLE TR: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ROY W PIPER CHARITABLE TR (EIN 20-7487500)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-12
- IRS object ID
- 201431329349100728
- Schema version
- 2013v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Compensation Explanation
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-12T09:01:57-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOCHEN AND CHASE PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 83 E TIOGA ST STE 2 | AddressLine1 |
| City | TUNKHANNOCK | City |
| State | PA | State |
| ZIP Code | 186571601 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| Business Name Line2 | C/O WILLIAM A PETTY | BusinessNameLine2 |
| 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 | AddressLine1 |
| City | TUNKHANNOCK | City |
| State | PA | State |
| ZIP Code | 18657 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM A PETTY | PersonNm |
| Person Title | MANAGER | PersonTitleTxt |
| Phone | 5708365454 | PhoneNum |
| Signature | 2014-05-05 | 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 | 2014-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,888,501 | 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 | $116,683 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $116,683 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $165,064 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $165,064 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $742,275 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $742,275 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $420,158 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $497,914 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,832,102 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $497,914 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $15,666 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,613 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,537,602 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,526,549 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $80,592 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $50,592 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $30,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $12,498 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $12,498 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $16,427 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $11,247 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $5,180 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,575 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $2,575 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,500 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $2,378 | InterestRevAndExpnssAmt |
| Interest Dsbrs Chrtbl | $2,378 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $109,444 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $107,746 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,728 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $105,913 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $105,913 | DeprecAndDpltnNetInvstIncmAmt |
| Printing And Pub Rev And Expnss | $1,290 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $397 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $893 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $345,260 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $342,326 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,934 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $681,377 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $620,721 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $60,686 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $765,020 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $765,020 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,446,397 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $620,721 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $825,706 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $91,205 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $905,828 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $329,420 | CashBOYAmt |
| Cash EOY | $227,668 | CashEOYAmt |
| Cash EOYFMV | $227,668 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $489,615 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $510,318 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $510,318 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $14,321 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $31,985 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $31,985 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $9,575,366 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,199,382 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,199,382 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $3,404 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,886 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,886 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,917,262 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $444,946 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,530,544 | LandBOYAmt |
| Land EOY | $3,472,316 | LandEOYAmt |
| Land EOYFMV | $3,917,262 | LandEOYFMVAmt |
| Other Assets BOY | $675,000 | OtherAssetsBOYAmt |
| Total Assets BOY | $14,617,670 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,443,555 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,888,501 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $13,308 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $15,791 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $13,308 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,791 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $5,028,996 | UnrestrictedBOYAmt |
| Unrestricted EOY | $4,228,382 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $9,575,366 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $12,199,382 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,604,362 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,427,764 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,617,670 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,443,555 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,604,362 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $91,205 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,752,738 | OtherIncreasesAmt |
| Subtotal | $16,448,305 | SubtotalAmt |
| Other Decreases | $20,541 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,427,764 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $497,914 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $552,878 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $14,829,850 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.037281 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $580,461 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $14,498,633 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.040036 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $278,023 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,719,644 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.023723 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $161,591 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $532,812 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.303280 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $85,951 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $427,817 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.200906 | DistributionYr5Rt |
| Total Distribution | 0.605226 | TotalDistributionRt |
| Average Distribution | 0.121045 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $15,938,872 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,929,321 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9,058 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,938,379 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $825,706 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $18,117 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $18,117 | SubtotalAmt |
| Tax Based On Investment Income | $18,117 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $16,000 | TotalPaymentsAndCreditsAmt |
| Tax Due | $2,117 | 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 | AddressLine1 |
| City | TUNKHANNOCK | City |
| State | PA | State |
| ZIP Code | 18657 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $50,592 | $7,111 | $0 |
| THOMAS P TULANEY | ||||||||
| PO BOX 460 | TUNKHANNOCK | PA | 18657 | TRUSTEE | 2.00 | $10,000 | $0 | $0 |
| ROBERT P BROWNING | ||||||||
| PO BOX 460 | TUNKHANNOCK | PA | 18657 | TRUSTEE | 2.00 | $10,000 | $0 | $0 |
| RONALD KUKUCHKA | ||||||||
| PO BOX 460 | TUNKHANNOCK | PA | 18657 | TRUSTEE | 2.00 | $10,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,688,350 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $806,721 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,686,525 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,181,596 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $16,181,596 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $242,724 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,938,872 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $796,944 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $796,944 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,117 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,117 | TotalTaxAmt |
| Distributable Before Adj | $778,827 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $778,827 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $778,827 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $825,706 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $825,706 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $825,706 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $778,827 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $393,750 | UndistributedIncomePYAmt |
| Qualifying Distributions | $825,706 | QualifyingDistributionsAmt |
| Applied To Year1 | $393,750 | AppliedToYear1Amt |
| Applied To Current Year | $431,956 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $346,871 | 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 | AddressLine1 |
| City | TUNKHANNOCK | City |
| State | PA | State |
| ZIP Code | 18657 | ZIPCode |
| 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 (87 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| SHANNON AGREDO | ||||||||
| 1362 BABCOK ROAD | MONTROSE | PA | 18801 | NONE | N/A | COLLEGE SCHOLARSHIP | $7,500 | |
| ALEX BARBOLISH | ||||||||
| 84 STATE ST | NICHOLSON | PA | 18446 | NONE | N/A | COLLEGE SCHOLARSHIP | $7,000 | PO BOX 287 |
| TAYLOR BERTO | ||||||||
| 46 SHARON DRIVE | MOOSIC | PA | 18507 | NONE | N/A | COLLEGE SCHOLARSHIP | $7,500 | |
| SARAH BILSKI | ||||||||
| 364 LAKE ST | DALLAS | PA | 18615 | NONE | N/A | COLLEGE SCHOLARSHIP | $15,000 | |
| ALICIA BREITA | ||||||||
| 237 KEHRLI ROAD | FACTORYVILLE | PA | 18419 | NONE | N/A | COLLEGE SCHOLARSHIP | $13,620 | |
| MATTHEW BURKE | ||||||||
| 5378 ROUTE 187 | SUGAR RUN | PA | 18846 | NONE | N/A | COLLEGE SCHOLARSHIP | $3,750 | |
| CASEY CARLIN | ||||||||
| 929 RIVER ST | SCRANTON | PA | 18505 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,000 | |
| DAVID CASTELLANO | ||||||||
| C/O DANNY TORRES | CHICAGO | IL | 60629 | NONE | N/A | COLLEGE SCHOLARSHIP | $15,000 | 5728 S CALIFORNIA AVE |
| KATELYNN CHAMBERS | ||||||||
| 433 SR 4015 | MESHOPPEN | PA | 18630 | NONE | N/A | COLLEGE SCHOLARSHIP | $4,674 | |
| LOUIS CIPRIANO | ||||||||
| 111 MOUNT LAUREL LANE | OLYPHANT | PA | 18447 | NONE | N/A | COLLEGE SCHOLARSHIP | $15,000 | |
| KELLY CLARK | ||||||||
| 224 WOOD RD | SPRINGVILLE | PA | 18844 | NONE | N/A | COLLEGE SCHOLARSHIP | $21,818 | |
| JORDAN COLE | ||||||||
| 130 COLE FARM ROAD | MESHOPPEN | PA | 18630 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,000 | |
| LAURA COX | ||||||||
| RR2 BOX 63 | DALTON | PA | 18414 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,000 | |
| ERIN DEAN | ||||||||
| 1623 EDINGER HILL RD | LACEYVILLE | PA | 18623 | NONE | N/A | COLLEGE SCHOLARSHIP | $6,452 | |
| JORDAN DINGER | ||||||||
| 820 LAYTON ROAD | SOUTH ABINGTON | PA | 18411 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,000 | |
| SKYLAR DIPASQUALE | ||||||||
| 146 STATE ROUTE 239 | SHICKSHINNY | PA | 18655 | NONE | N/A | COLLEGE SCHOLARSHIP | $7,620 | |
| LAUREN DOUGHER | ||||||||
| 2714 COLLIERY AVE | SCRANTON | PA | 18503 | NONE | N/A | COLLEGE SCHOLARSHIP | $7,345 | |
| GEORGIA ELGHAZAL | ||||||||
| 223 N SUMNER AVE | SCRANTON | PA | 18504 | NONE | N/A | COLLEGE SCHOLARSHIP | $15,000 | |
| BRITTANY ESGRO | ||||||||
| 1718 MARION ST | DUNMORE | PA | 18509 | NONE | N/A | COLLEGE SCHOLARSHIP | $4,919 | |
| ADAM FARBER | ||||||||
| 606 FALLON STREET | OLD FORGE | PA | 18518 | NONE | N/A | COLLEGE SCHOLARSHIP | $2,595 | |
| MEGHAN FRALEY | ||||||||
| 1218 FORDS POND RD | CLARKS SUMMIT | PA | 18411 | NONE | N/A | COLLEGE SCHOLARSHIP | $33,000 | |
| AMY GABRIEL | ||||||||
| 208 W ATHERTON ST | TAYLOR | PA | 18517 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,000 | |
| ERIKA GREEN | ||||||||
| 15 S LOVELAND AVE | KINGSTON | PA | 18704 | NONE | N/A | COLLEGE SCHOLARSHIP | $11,164 | |
| KATHLEEN GUY | ||||||||
| 112 STONY MOUNTAIN ROAD | TUNKHANNOCK | PA | 18657 | NONE | N/A | COLLEGE SCHOLARSHIP | $15,000 | |
| PAUL HENN | ||||||||
| 32 SUNRISE LANE | TUNKHANNOCK | PA | 18657 | NONE | N/A | COLLEGE SCHOLARSHIP | $8,000 | |
| CECILLIA HERRON | ||||||||
| 616 MYRTLE STREET | SCRANTON | PA | 18510 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,000 | |
| EMILY HOLEVA | ||||||||
| 123 BETTY STREET | EYNON | PA | 18403 | NONE | N/A | COLLEGE SCHOLARSHIP | $6,100 | |
| DAVID HOPKINS | ||||||||
| RR2 BOX 2551 | FACTORYVILLE | PA | 18419 | NONE | N/A | COLLEGE SCHOLARSHIP | $9,752 | |
| NATALIE HORROCKS | ||||||||
| 169 VAIL ROAD | FACTORYVILLE | PA | 18419 | NONE | N/A | COLLEGE SCHOLARSHIP | $7,500 | |
| ELIZABETH A KILZI | ||||||||
| 101 WAVERLY LANE | WAVERLY | PA | 18471 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,000 | PO BOX 513 |
| JULIA KING | ||||||||
| 709 MYRTLE STREET | SCRANTON | PA | 18510 | NONE | N/A | COLLEGE SCHOLARSHIP | $8,355 | |
| SAMANTHA KIRSCHNER | ||||||||
| 28 BEECHNUT DRIVE | GOULDSBORO | PA | 18424 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,000 | |
| KAYLA KOZIOL | ||||||||
| 60 CHESTNUT TREE ROAD | NOXEN | PA | 18636 | NONE | N/A | COLLEGE SCHOLARSHIP | $15,372 | |
| JEFFREY KRISHAK | ||||||||
| 52 CHESTNUT STREET | TUNKHANNOCK | PA | 18657 | NONE | N/A | COLLEGE SCHOLARSHIP | $18,226 | 103E SHIELDS BUILDING |
| PETER LENGEL | ||||||||
| PO BOX 2 | DALTON | PA | 18414 | NONE | N/A | COLLEGE SCHOLARSHIP | $12,000 | |
| ARIELLE MALATESTA | ||||||||
| 1815 BRITTAIN ST | BERWICK | PA | 186032509 | NONE | N/A | COLLEGE SCHOLARSHIP | $12,907 | |
| MEGGAN MCCLAIN | ||||||||
| PO BOX 262 | MESHOPPEN | PA | 18630 | NONE | N/A | COLLEGE SCHOLARSHIP | $6,614 | |
| JOVANNE MORALES | ||||||||
| 1528 WASHBURN ST | SCRANTON | PA | 18504 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,000 | |
| NICOLE MUNLEY | ||||||||
| 728 BIRCH STREET | SCRANTON | PA | 18505 | NONE | N/A | COLLEGE SCHOLARSHIP | $8,000 | |
| KERRY O'HOP | ||||||||
| 8 BELIN VILLAGE | AVOCA | PA | 186419509 | NONE | N/A | COLLEGE SCHOLARSHIP | $7,000 | |
| CRYSTAL PAGE | ||||||||
| 613 MEADOW LANE | CLARKS SUMMIT | PA | 18411 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,000 | |
| JASON PARFITT | ||||||||
| 424 HUDSON STREET | MOOSIC | PA | 18507 | NONE | N/A | COLLEGE SCHOLARSHIP | $15,000 | |
| GARRETT PARSONS | ||||||||
| 598 EAST MAIDEN ST APT 2 | WASHINGTON | PA | 15301 | NONE | N/A | COLLEGE SCHOLARSHIP | $12,864 | |
| BEN ROBINSON | ||||||||
| PO BOX 103 | DALTON | PA | 18414 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,000 | |
| SHANNON ROBINSON | ||||||||
| PO BOX 103 | DALTON | PA | 18414 | NONE | N/A | COLLEGE SCHOLARSHIP | $7,889 | |
| ALEXANDER ROJEK | ||||||||
| 35 ANDREW DR | SCOTT TOWNSHIP | PA | 18433 | NONE | N/A | COLLEGE SCHOLARSHIP | $7,000 | |
| CIERA ROSARIO | ||||||||
| 1286 POST HILL RD | FACTORYVILLE | PA | 184197782 | NONE | N/A | COLLEGE SCHOLARSHIP | $2,000 | |
| BRITTANY SAKSON | ||||||||
| 847 SPRUCE ST | OLYPHANT | PA | 18447 | NONE | N/A | COLLEGE SCHOLARSHIP | $7,500 | |
| DANIEL SALLOM | ||||||||
| WEST CHESTER UNIVERSITY | WEST CHESTER | PA | 19383 | NONE | N/A | COLLEGE SCHOLARSHIP | $969 | ROOM 314 TYSON HALL |
| MARGARET SCANLON | ||||||||
| 2744 RANSOM ROAD | CLARKS SUMMIT | PA | 184119647 | NONE | N/A | COLLEGE SCHOLARSHIP | $6,000 | |
| KAELEIGH SCHAEPE | ||||||||
| 707 BOULEVARD AVE | DICKSON CITY | PA | 18519 | NONE | N/A | COLLEGE SCHOLARSHIP | $2,742 | |
| AMBER SCHMIDT | ||||||||
| 1435 N LINCOLN AVE | SCRANTON | PA | 18508 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,046 | |
| ANASTASIYA SHELEST | ||||||||
| 37 AMHERST AVE | WILKES BARRE | PA | 187021606 | NONE | N/A | COLLEGE SCHOLARSHIP | $15,000 | |
| CYNTHIA SHERRY | ||||||||
| 56 MAPLE AVE | TUNKHANNOCK | PA | 18657 | NONE | N/A | COLLEGE SCHOLARSHIP | $15,000 | |
| AMY SHICK | ||||||||
| 117 WHITE TAIL DRIVE | MOUNTAIN TOP | PA | 18707 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,000 | |
| GREG SIMONETTI | ||||||||
| 17 CIRCLE DRIVE | EYNON | PA | 184031424 | NONE | N/A | COLLEGE SCHOLARSHIP | $15,000 | |
| BRIAN TEMSAMRIT | ||||||||
| 821 WEST LOCUST STREET | SCRANTON | PA | 18504 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,000 | |
| MATTHEW TERRY | ||||||||
| 1239 WESTSIDE AVE | HONESDALE | PA | 18431 | NONE | N/A | COLLEGE SCHOLARSHIP | $9,000 | |
| ASHLEY JOHNSON | ||||||||
| 1647 UNDERHILL RD | LACEYVILLE | PA | 186238051 | NONE | N/A | COLLEGE SCHOLARSHIP | $8,262 | |
| STEPHANIE TILBERRY | ||||||||
| 507 WEST HOSPITAL ST | TAYLOR | PA | 18517 | NONE | N/A | COLLEGE SCHOLARSHIP | $3,165 | |
| MICHELLE WADIKA | ||||||||
| 1403 PROSPECT AVE | SCRANTON | PA | 185051734 | NONE | N/A | COLLEGE SCHOLARSHIP | $7,500 | |
| MCKINZIE WALLACE | ||||||||
| 5558 STATE ROUTE 29 | SPRINGVILLE | PA | 18844 | NONE | N/A | COLLEGE SCHOLARSHIP | $7,857 | |
| AMANDA WALTER | ||||||||
| 166 S MAINT ST | ARCHBALD | PA | 184031731 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,000 | |
| SKYLER WILCHA | ||||||||
| 511 MESHOPPEN CREEK RD | MESHOPPEN | PA | 18630 | NONE | N/A | COLLEGE SCHOLARSHIP | $26,865 | |
| EDOUKOU AKA | ||||||||
| 5 PURITAN LANE | WILKES BARRE | PA | 18702 | NONE | N/A | COLLEGE SCHOLARSHIP | $1,000 | |
| BRIDGET BENKO | ||||||||
| RR1 BOX 145 | DALTON | PA | 18414 | NONE | N/A | COLLEGE SCHOLARSHIP | $796 | |
| KRISTA BERARDELLI | ||||||||
| 1206 BREAKER CR DR | DICKSON CITY | PA | 18519 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,000 | |
| COLLEEN BRACE | ||||||||
| PO BOX 126 | NICHOLSON | PA | 18446 | NONE | N/A | COLLEGE SCHOLARSHIP | $2,500 | |
| DANIEL CLEMENS | ||||||||
| 25 DOGWOOD DRIVE | TUNKHANNOCK | PA | 18657 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,000 | |
| MARION COYNE | ||||||||
| 1258 WATSON STREET | SCRANTON | PA | 18504 | NONE | N/A | COLLEGE SCHOLARSHIP | $6,000 | |
| CAMERON CROCK | ||||||||
| 108 STATE ST | NICHOLSON | PA | 18446 | NONE | N/A | COLLEGE SCHOLARSHIP | $11,000 | |
| KIMBERLY KELLER | ||||||||
| 104 ANTHONY DRIVE | TAYLOR | PA | 18517 | NONE | N/A | COLLEGE SCHOLARSHIP | $4,500 | |
| FLORENCE KWOK | ||||||||
| 639 CAREY AVE | WILKES BARRE | PA | 18702 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,000 | |
| JADE LEVI | ||||||||
| 1855 SR 292 E | FALLS | PA | 18615 | NONE | N/A | COLLEGE SCHOLARSHIP | $6,000 | |
| DANIEL LUKE | ||||||||
| 1539 HEART LAKE RD | SCOTT TWP | PA | 18433 | NONE | N/A | COLLEGE SCHOLARSHIP | $10,000 | |
| GINA MORGESE | ||||||||
| PO BOX 263 | CARBONDALE | PA | 18407 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,329 | |
| DARIAN MOSLUK | ||||||||
| 161 JAYNE RD | TUNKHANNOCK | PA | 18657 | NONE | N/A | COLLEGE SCHOLARHSIP | $5,500 | |
| EMMA MUSTO | ||||||||
| 277 SHORT HILL DR | CLARKS GREEN | PA | 18411 | NONE | N/A | COLLEGE SCHOLARSHIP | $3,750 | |
| CASSANDRA NOCITO | ||||||||
| 424 RIDGE ROAD | PITTSTON | PA | 18640 | NONE | N/A | COLLEGE SCHOLARSHIP | $4,559 | |
| DHRUVALKUMAR PATEL | ||||||||
| 612 ADAMS AVE | SCRANTON | PA | 18510 | NONE | N/A | COLLEGE SCHOLARSHIP | $11,991 | |
| KATHERINE ROSENCRANCE | ||||||||
| 2339 CHERRY HILL RD | CLARKS SUMMIT | PA | 18411 | NONE | N/A | COLLEGE SCHOLARSHIP | $7,500 | |
| CASSANDRA STEVENS | ||||||||
| 39 BROOK ST | HARVEYS LAKE | PA | 18618 | NONE | N/A | COLLEGE SCHOLARSHIP | $4,521 | |
| SAMANTHA WESNAK | ||||||||
| 600 SCHOOL ST | MOOSIC | PA | 18507 | NONE | N/A | COLLEGE SCHOLARSHIP | $4,132 | |
| COMMONWEALTH MEDICAL COLLEGE | ||||||||
| 15 N WASHINGTON | SCRANTON | PA | 18503 | NONE | PUBLIC | GENERAL GRANT | $20,000 | |
| RONALD MCDONALD HOUSE | ||||||||
| 332 WHEELER AVE | SCRANTON | PA | 18510 | NONE | PUBLIC | GENERAL GRANT | $5,000 | |
| SCRANTON UNICO FOUNDATION | ||||||||
| 1 | DUNMORE | PA | 18512 | NONE | PUBLIC | GENERAL GRANT | $5,000 | |
| VICTIMS RESOURCE CENTER | ||||||||
| 119 WARREN STREET | TUNHANNOCK | PA | 18657 | NONE | PUBLIC | GENERAL GRANT | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $765,020 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $116,683 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $165,064 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $420,158 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $4,613 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $497,914 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| DISCOUNTS | $43 |
| REFUND | $11,010 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,199,819 | ExclusionAmt |
| Related Or Exempt Function Incm | $15,666 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,215,485 | 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 |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (4 entries)
| WILLIAM A PETTY |
| THOMAS P TULANEY |
| ROBERT P BROWNING |
| RONALD KUKUCHKA |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (95 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 | $59,891 | S/L | 27.5000 | $20,244 | $20,244 |
| LAND IMPROVEMENTS-CARRYOVER BASIS | 2010-01-01 | $50,017 | $11,529 | 150DB | 15.0000 | $3,849 | $3,849 |
| FURNISHINGS | 2010-06-15 | $1,868 | $1,330 | 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 | $1,016 | 200DB | 5.0000 | $271 | $271 |
| NEW CARPET | 2012-04-30 | $256 | $153 | 200DB | 5.0000 | $41 | $41 |
| REFRIGERATOR | 2012-04-30 | $265 | $159 | 200DB | 5.0000 | $42 | $42 |
| NEW CARPET | 2012-05-31 | $256 | $153 | 200DB | 5.0000 | $41 | $41 |
| REFRIGERATOR | 2012-05-31 | $265 | $159 | 200DB | 5.0000 | $42 | $42 |
| DEHUMIDIFIER | 2012-06-30 | $79 | $47 | 200DB | 5.0000 | $13 | $13 |
| WATER HEATER | 2012-06-30 | $150 | $90 | 200DB | 5.0000 | $24 | $24 |
| NEW CARPET | 2012-06-30 | $575 | $345 | 200DB | 5.0000 | $92 | $92 |
| WATER HEATER | 2012-06-30 | $917 | $550 | 200DB | 5.0000 | $147 | $147 |
| NEW CARPET | 2012-09-30 | $256 | $153 | 200DB | 5.0000 | $41 | $41 |
| 2 OIL TANKS | 2012-12-31 | $609 | $366 | 200DB | 5.0000 | $97 | $97 |
| JOHN DEERE MOWER | 2012-05-13 | $2,226 | $1,336 | 200DB | 5.0000 | $356 | $356 |
| OIL TANKS | 2013-01-31 | $1,001 | 200DB | 5.0000 | $200 | $200 | |
| CARPET | 2013-03-31 | $268 | 200DB | 5.0000 | $54 | $54 | |
| REFRIGERATOR | 2013-04-30 | $276 | 200DB | 5.0000 | $55 | $55 | |
| CARPET | 2013-06-30 | $502 | 200DB | 5.0000 | $100 | $100 | |
| DEHUMIDIFIER | 2013-07-31 | $124 | 200DB | 5.0000 | $25 | $25 | |
| CARPET | 2013-09-30 | $349 | 200DB | 5.0000 | $70 | $70 | |
| WASHER | 2013-10-31 | $359 | 200DB | 5.0000 | $72 | $72 | |
| WATER HEATER | 2013-12-31 | $148 | 200DB | 5.0000 | $30 | $30 | |
| LAND-BASIS FROM ESTATE | 2010-01-01 | $9,100 | |||||
| BUILDING-BASIS FROM ESTATE | 2010-01-01 | $106,139 | $11,419 | S/L | 27.5000 | $3,859 | $3,859 |
| FURNISHINGS | 2010-06-15 | $244 | $174 | 200DB | 5.0000 | $28 | $28 |
| LAND-BASIS FROM ESTATE | 2010-01-01 | $10,000 | |||||
| BUILDING-BASIS FROM ESTATE | 2010-01-01 | $103,680 | $11,172 | S/L | 27.5000 | $3,770 | $3,770 |
| IMPROVEMENTS | 2011-06-15 | $2,383 | $134 | S/L | 27.5000 | $86 | $86 |
| LAND-BASIS FROM ESTATE | 2010-01-01 | $7,700 | |||||
| BUILDING-BASIS FROM ESTATE | 2010-01-01 | $78,102 | $8,402 | S/L | 27.5000 | $2,840 | $2,840 |
| IMPROVEMENTS | 2010-12-01 | $655 | $49 | S/L | 27.5000 | $24 | $24 |
| FURNISHINGS | 2010-10-26 | $1,125 | $801 | 200DB | 5.0000 | $130 | $130 |
| LAND @ FMV 1/1/10 | 2010-01-01 | $4,400 | |||||
| BUILDING @ FMV 1/1/10 | 2010-01-01 | $105,600 | $11,360 | S/L | 27.5000 | $3,840 | $3,840 |
| IMPROVEMENTS | 2010-11-02 | $248 | $19 | S/L | 27.5000 | $9 | $9 |
| IMPROVEMENTS | 2011-06-15 | $179 | $11 | S/L | 27.5000 | $6 | $6 |
| NEW CARPET | 2012-07-09 | $2,285 | $1,371 | 200DB | 5.0000 | $366 | $366 |
| WASHER & DRYER | 2012-12-14 | $514 | $308 | 200DB | 5.0000 | $83 | $83 |
| RANGE | 2013-03-11 | $514 | 200DB | 5.0000 | $103 | $103 | |
| FURNITURE | 2013-05-12 | $261 | 200DB | 5.0000 | $52 | $52 | |
| LAND @ FMV 1/1/10 | 2010-01-01 | $8,080 | |||||
| BUILDING @ FMV 1/1/10 | 2010-01-01 | $92,920 | $9,996 | S/L | 27.5000 | $3,379 | $3,379 |
| IMPROVEMENTS | 2010-12-15 | $10,268 | $762 | S/L | 27.5000 | $374 | $374 |
| IMPROVEMENTS | 2011-06-15 | $929 | $52 | S/L | 27.5000 | $34 | $34 |
| FURNISHINGS | 2011-06-15 | $1,971 | $1,971 | 200DB | 5.0000 | ||
| LAND-BASIS FROM ESTATE | 2010-01-01 | $8,200 | |||||
| BUILDING-BASIS FROM ESTATE | 2010-01-01 | $65,490 | $7,044 | S/L | 27.5000 | $2,382 | $2,382 |
| LAND @ FMV 1/1/10 | 2010-01-01 | $99,660 | |||||
| BUILDING @ FMV 1/1/10 | 2010-01-01 | $202,340 | $15,348 | S/L | 39.0000 | $5,188 | $5,188 |
| WATER PUMP | 2012-01-25 | $795 | $477 | 200DB | 5.0000 | $127 | $127 |
| LAND-BASIS FROM ESTATE | 2010-01-01 | $100,000 | |||||
| BUILDING-BASIS FROM ESTATE | 2010-01-01 | $200,819 | $15,233 | S/L | 39.0000 | $5,149 | $5,149 |
| IMPROVEMENTS-BARRACKS | 2010-10-15 | $3,032 | $172 | S/L | 39.0000 | $77 | $77 |
| HEAT PUMP | 2010-03-01 | $7,900 | $566 | S/L | 39.0000 | $202 | $202 |
| IMPROVEMENTS-BARRACKS | 2011-06-15 | $1,711 | $68 | S/L | 39.0000 | $44 | $44 |
| NEW BASE CABINETS | 2012-10-11 | $508 | $305 | 200DB | 5.0000 | $81 | $81 |
| WATER HEATER | 2013-01-28 | $328 | 200DB | 5.0000 | $66 | $66 | |
| HEATING UNIT | 2013-08-26 | $2,008 | S/L | 39.0000 | $19 | $19 | |
| PARKING LOT PAVING | 2013-05-31 | $32,000 | 150DB | 15.0000 | $1,600 | $1,600 | |
| LAND @ FMV 1/1/10 | 2010-01-01 | $180,090 | |||||
| BUILDING @ FMV 1/1/10 | 2010-01-01 | $486,910 | $36,935 | S/L | 39.0000 | $12,485 | $12,485 |
| IMPROVEMENTS-BARRACKS | 2011-06-15 | $22,681 | $897 | S/L | 39.0000 | $581 | $581 |
| NEW HEATING UNIT | 2012-02-29 | $16,880 | $537 | S/L | 27.5000 | $614 | $614 |
| RANGE | 2013-09-04 | $480 | 200DB | 5.0000 | $96 | $96 | |
| LAND-BASIS FROM ESTATE | 2010-01-01 | $20,800 | |||||
| BUILDING-BASIS FROM ESTATE | 2010-01-01 | $116,023 | $12,481 | 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 | $21,377 | S/L | 39.0000 | $7,226 | $7,226 |
| IMPROVEMENTS-BARRACKS | 2010-09-30 | $3,909 | $229 | S/L | 39.0000 | $100 | $100 |
| FURNISHINGS | 2010-09-15 | $1,557 | $1,108 | 200DB | 5.0000 | $180 | $180 |
| PARKING LOT | 2011-06-02 | $22,550 | $22,550 | 150DB | 15.0000 | ||
| AIR CONDITION UNIT | 2012-08-06 | $3,500 | $2,100 | 200DB | 5.0000 | $560 | $560 |
| CARPET | 2013-12-30 | $600 | 200DB | 5.0000 | $120 | $120 | |
| HEATING UNIT | 2013-06-17 | $2,216 | S/L | 39.0000 | $31 | $31 | |
| LAND-BASIS FROM ESTATE | 2010-01-01 | $90,000 | |||||
| BUILDING-BASIS FROM ESTATE | 2010-01-01 | $329,128 | $24,966 | S/L | 39.0000 | $8,439 | $8,439 |
| LAND IMPROVEMENTS | 2010-01-01 | $5,185 | $1,195 | 150DB | 15.0000 | $399 | $399 |
| EQUIPMENT | 2010-01-01 | $24,276 | $13,660 | 200DB | 7.0000 | $3,033 | $3,033 |
| CARPET | 2013-05-10 | $1,380 | 200DB | 5.0000 | $276 | $276 | |
| LAND @ FMV 1/1/10 | 2010-01-01 | $38,750 | |||||
| BUILDING @ FMV 1/1/10 | 2010-01-01 | $116,250 | $12,505 | S/L | 27.5000 | $4,228 | $4,228 |
| LAND - BASIS FROM ESTATE | 2010-01-01 | $7,800 | |||||
| BUILDING - BASIS FROM ESTATE | 2010-01-01 | $85,310 | $9,158 | S/L | 27.5000 | $3,102 | $3,102 |
| CARPET & VINYL | 2013-08-28 | $104 | 200DB | 5.0000 | $21 | $21 | |
| RANGE | 2013-06-05 | $475 | 200DB | 5.0000 | $95 | $95 | |
| APARTMENT IMPROVEMENTS | 2013-05-12 | $4,293 | S/L | 39.0000 | $69 | $69 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (23 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| SEE ATTACHMENT D-1 | 2013-12 | PURCHASE | 2013-12 | $201,190 | $277,854 | -$76,664 |
| SEE ATTACHMENT D-2 | 2013-12 | PURCHASE | 2013-12 | $78,870 | $70,799 | $8,071 |
| SEE ATTACHMENT D-2 | 2013-12 | PURCHASE | 2013-12 | $164,884 | $128,567 | $36,317 |
| SEE ATTACHMENT D-2 | 2013-12 | PURCHASE | 2013-12 | $219,174 | $150,538 | $68,636 |
| SEE ATTACHMENT D-3 | 2013-12 | PURCHASE | 2013-12 | $59,414 | $50,569 | $8,845 |
| SEE ATTACHMENT D-3 | 2013-12 | PURCHASE | 2013-12 | $241,220 | $175,852 | $65,368 |
| SEE ATTACHMENT D-3 | 2013-12 | PURCHASE | 2013-12 | $43,709 | $28,922 | $14,787 |
| SEE ATTACHMENT D-4 | 2013-12 | PURCHASE | 2013-12 | $75,354 | $68,772 | $6,582 |
| SEE ATTACHMENT D-4 | 2013-12 | PURCHASE | 2013-12 | $50 | $50 | |
| SEE ATTACHMENT D-4 | 2013-12 | PURCHASE | 2013-12 | $66,591 | $58,542 | $8,049 |
| SEE ATTACHMENT D-4 | 2013-12 | PURCHASE | 2013-12 | $73,459 | $61,767 | $11,692 |
| SEE ATTACHMENT D-4 | 2013-12 | PURCHASE | 2013-12 | $63 | $63 | |
| SEE ATTACHMENT D-5 | 2013-12 | PURCHASE | 2013-12 | $1,779,042 | $1,668,384 | $110,658 |
| SEE ATTACHMENT D-5 | 2013-12 | PURCHASE | 2013-12 | $603,387 | $492,743 | $110,644 |
| SEE ATTACHMENT D-6 | 2013-12 | PURCHASE | 2013-12 | $146,587 | $147,480 | -$893 |
| SEE ATTACHMENT D-6 | 2013-12 | PURCHASE | 2013-12 | $5,256 | $5,374 | -$118 |
| SEE ATTACHMENT D-6 | 2013-12 | PURCHASE | 2013-12 | $568,961 | $535,733 | $33,228 |
| SEE ATTACHMENT D-7 | 2013-12 | PURCHASE | 2013-12 | $168,561 | $140,000 | $28,561 |
| SEE ATTACHMENT D-8 | 2013-12 | PURCHASE | 2013-12 | $348,959 | $349,053 | -$94 |
| SEE ATTACHMENT D-8 | 2013-12 | PURCHASE | 2013-12 | $492,313 | $489,392 | $2,921 |
| SEE ATTACHMENT D-9 | 2013-12 | PURCHASE | 2013-12 | $243,922 | $236,063 | $7,859 |
| SEE ATTACHMENT D-9 | 2013-12 | PURCHASE | 2013-12 | $225,728 | $180,526 | $45,202 |
| SEE ATTACHMENT D-9 | 2013-12 | PURCHASE | 2013-12 | $25,408 | $17,145 | $8,263 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MERRILL LYNCH 10125 | $481,284 | $481,284 |
| MERRILL LYNCH 10497 | $1,371,168 | $1,371,168 |
| MERRILL LYNCH 10498 | $1,081,258 | $1,081,258 |
| MERRILL LYNCH 10499 | $733,518 | $733,518 |
| JACKSON LIFE ANNUITY | $1,000,000 | $1,000,000 |
| MERRILL LYNCH 10791 | $1,835,771 | $1,835,771 |
| MERRILL LYNCH 10792 | $2,076,052 | $2,076,052 |
| MERRILL LYNCH 10793 | $1,208,203 | $1,208,203 |
| MERRILL LYNCH 10794 | $969,294 | $969,294 |
| MERRILL LYNCH 11080 | $1,442,834 | $1,442,834 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PARTNERSHIP IVESTMENT IN IGM 2003-1 | $185 | $185 |
| PARTNERSHIP INVESTMENT IN IGM 2003-2 | $129 | $129 |
| PARTNERSHIP INVESTMENT IN IGM 2004-1 | $132 | $132 |
| PARTNERSHIP INVESTMENT IN IGM 2004-1 | $91 | $91 |
| PARTNERSHIP INVESTMENT IN IGM 2005-1 | $136 | $136 |
| PARTNERSHIP INVESTMENT IN IGM 2005-2 | $398 | $398 |
| PARTNERSHIP INVESTMENT IN IGM 2006-1 | $131 | $131 |
| PARTNERSHIP INVESTMENT IN IGM 2006-2 | $684 | $684 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| BUILDING | $3,006,550 | $363,405 | $2,643,145 | $3,006,550 |
| LAND IMPROVEMENTS | $109,752 | $41,122 | $68,630 | $109,752 |
| EQUIPMENT & FURNISHINGS | $58,200 | $40,419 | $17,781 | $58,200 |
| LAND | $742,760 | $742,760 | $742,760 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | CategoryTxt |
| Legal Fees | $2,575 | LegalFeesAmt |
| Disbursements Charitable Prps | $2,575 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MORTGAGE RECEIVABLE-DICKSON CITY | Desc |
| BOY Book Value | $675,000 | BOYBookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FEDERAL INCOME TAX | Description |
| Amount | $20,541 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (100 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SUSQUEHANNA APARTMENTS | |||
| PEST CONTROL | $837 | $837 | |
| SPECIAL CLEANING | $1,465 | $1,465 | |
| GROUND MAINT & SUPPLY | $1,721 | $1,721 | |
| INSURANCE | $9,922 | $9,922 | |
| OFFICE EXPENSE | $621 | $621 | |
| MAINTENANCE SUPPLIES | $4,149 | $4,149 | |
| MAINTENANCE EQUIPMENT | $2 | $2 | |
| BUILDING REPAIRS | $1,357 | $1,357 | |
| EQUIPMENT REPAIRS | $1,256 | $1,256 | |
| SYSTEM TESTING | $261 | $261 | |
| TRASH COLLECTION | $4,743 | $4,743 | |
| SNOW REMOVAL | $131 | $131 | |
| DUES & DONATION | $115 | $115 | |
| VEHICLE EXPENSE | $1,479 | $1,479 | |
| TENANT FUNCTIONS | $573 | $573 | |
| UTILITIES | $20,933 | $20,933 | |
| TELEPHONE | $259 | $259 | |
| MANAGEMENT FEES | $37,491 | $37,491 | |
| ARCHITECTUAL FEES | $525 | $525 | |
| FUEL OIL | $26,821 | $26,821 | |
| 53WYOMINGAVE &55 W HARRISON | |||
| INSURANCE | $1,195 | $1,195 | |
| REPAIRS & MAINTENANCE | $576 | $576 | |
| 10-12 PA AVE,TUNKHANNOCK PA | |||
| INSURANCE | $1,021 | $1,021 | |
| 220-222 NEW MALLERY PL, WB | |||
| INSURANCE | $923 | $923 | |
| PEST CONTROL | $903 | $903 | |
| RECYCLING FEES | $100 | $100 | |
| LEVEE FEE | $47 | $47 | |
| REPAIRS & MAINTENANCE | $2,004 | $2,004 | |
| UTILITIES | $427 | $427 | |
| 224 NEW MALLERY PL, WB | |||
| REPAIRS & MAINTENANCE | $944 | $944 | |
| INSURANCE | $1,307 | $1,307 | |
| PEST CONTROL | $813 | $813 | |
| RECYCLING FEES | $200 | $200 | |
| LEVEE FEE | $94 | $94 | |
| UTILITIES | $1,100 | $1,100 | |
| 228-230 NEW MALLERY PL WB | |||
| REPAIRS & MAINTENANCE | $1,356 | $1,356 | |
| INSURANCE | $1,320 | $1,320 | |
| PEST CONTROL | $1,059 | $1,059 | |
| RECYCLING FEES | $200 | $200 | |
| LEVEE FEE | $47 | $47 | |
| UTILITIES | $3,483 | $3,483 | |
| 35 SECOND STREET, TUNK PA | |||
| INSURANCE | $708 | $708 | |
| REPAIRS & MAINTENANCE | $837 | $837 | |
| 5730 INTERCHANGE, LEHIGHTON | |||
| REPAIRS & MAINTENANCE | $6,424 | $6,424 | |
| INSURANCE | $2,464 | $2,464 | |
| WATER TESTING | $4,865 | $4,865 | |
| PEST CONTROL | $636 | $636 | |
| UTILITIES | $1,261 | $1,261 | |
| 1745 VALLEY RD, MANSFIELD | |||
| REPAIRS & MAINTENANCE | $6,283 | $6,283 | |
| INSURANCE | $3,161 | $3,161 | |
| PEST CONTROL | $1,405 | $1,405 | |
| WATER TESTING | $247 | $247 | |
| UTILITIES | $573 | $573 | |
| 872 SALEM BLVD,SHICKSHINNY | |||
| REPAIRS & MAINTENANCE | $14,868 | $14,868 | |
| INSURANCE | $3,319 | $3,319 | |
| PEST CONTROL | $591 | $591 | |
| WATER TESTING | $222 | $222 | |
| UTILITIES | $562 | $562 | |
| 22 SPRUCE STREET, TUNK PA | |||
| INSURANCE | $703 | $703 | |
| RR1 ROUTE 6&PA 220N TOWANDA | |||
| REPAIRS & MAINTENANCE | $7,708 | $7,708 | |
| INSURANCE | $3,391 | $3,391 | |
| PEST CONTROL | $1,009 | $1,009 | |
| WATER TESTING | $221 | $221 | |
| UTILITIES | $1,280 | $1,280 | |
| 915 ROUTE 6, TUNKHANNOCK PA | |||
| REPAIRS & MAINTENANCE | $7,273 | $7,273 | |
| INSURANCE | $3,241 | $3,241 | |
| MAT RENTAL | $840 | $840 | |
| PEST CONTROL | $727 | $727 | |
| WATER TESTING | $251 | $251 | |
| UTILITIES | $609 | $609 | |
| 119 WARREN ST TUNKHANNOCK | |||
| INSURANCE | $1,113 | $1,113 | |
| PEST CONTROL | $552 | $552 | |
| 35 WYOMING AVE | |||
| REPAIRS & MAINTENANCE | $2,458 | $2,458 | |
| INSURANCE | $905 | $905 | |
| FUEL OIL | $1,717 | $1,717 | |
| EXPENSES | |||
| UNREPORTED GAIN/LOSS | $13,684 | $13,684 | |
| MERRILL LYNCH FEES | $101,823 | $101,823 | |
| SERVICE CHARGES/FEES - STOCK | $2,855 | $2,855 | |
| INSURANCE | $475 | $475 | |
| REPAIRS & MAINTENANCE | $1,140 | $1,140 | |
| OFFICE EXPENSE | $4,239 | $2,085 | $2,154 |
| OFFICE TELEPHONE | $2,660 | $2,660 | |
| SHOLARSHIP LUNCHEON | $780 | $780 | |
| COPIER RENTAL | $1,400 | $1,400 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INCOME FROM IGM | $1,786 | $1,786 |
| TOWANDA - CHESAPEAKE | $1,669 | $1,669 |
| TOWANDA - MITSUI | $263 | $263 |
| TUNKHANNOCK B - CITRUS | $895 | $895 |
| DISCOUNTS | $43 | |
| REFUND | $11,010 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED APPRECIATION IN MARKET SECURITIES | Description |
| Amount | $1,752,738 | Amount |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| PAYROLL TAXES | $543 | $1,863 |
| DEPOSIT ON SALE - SPRUCE STREET | $3,000 | $3,000 |
| SECURITY DEPOSITS | $9,765 | $10,928 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (32 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROPERTY TAX - OFFICE/BARN | $1,723 | $861 | $862 |
| PROPERTY TAX - OFFICE | $1,733 | $867 | $866 |
| PROPERTY TAX | $4,288 | ||
| PROPERTY TAX | $2,725 | ||
| PROPERTY TAX | $3,550 | ||
| PROPERTY TAX | $3,071 | ||
| PROPERTY TAX | $3,991 | ||
| PROPERTY TAX | $2,859 | ||
| PROPERTY TAX | $3,772 | ||
| PROPERTY TAX | $7,475 | ||
| PROPERTY TAX | $7,993 | ||
| PROPERTY TAX | $9,841 | ||
| PROPERTY TAX | $3,278 | ||
| PROPERTY TAX | $27,822 | ||
| PROPERTY TAX | $10,293 | ||
| PROPERTY TAX | $12,518 | ||
| PROPERTY TAX | $2,542 | ||
| SUSQUEHANNA APARTMENTS | $27,822 | ||
| 53WYOMINGAVE &55 W HARRISON | $3,772 | ||
| 10-12 PA AVE,TUNKHANNOCK PA | $4,288 | ||
| 220-222 NEW MALLERY PL, WB | $2,725 | ||
| 224 NEW MALLERY PL, WB | $3,550 | ||
| 228-230 NEW MALLERY PL WB | $3,071 | ||
| 35 SECOND STREET, TUNK PA | $3,991 | ||
| 5730 INTERCHANGE, LEHIGHTON | $7,475 | ||
| 1745 VALLEY RD, MANSFIELD | $7,993 | ||
| 872 SALEM BLVD,SHICKSHINNY | $9,841 | ||
| 22 SPRUCE STREET, TUNK PA | $3,278 | ||
| RR1 ROUTE 6&PA 220N TOWANDA | $10,293 | ||
| 915 ROUTE 6, TUNKHANNOCK PA | $12,518 | ||
| 119 WARREN ST TUNKHANNOCK | $2,512 | ||
| 35 WYOMING AVE | $2,859 |