THE BLACK HORSE FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE BLACK HORSE FOUNDATION INC (EIN 23-2725907)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-09
- IRS object ID
- 202421309349102112
- Schema version
- 2023v5.0
- 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
- Schedule B
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-09T12:58:55-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 203907569 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GATTUSO GROUP INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 WYOMING AVENUE | AddressLine1Txt |
| City | FORTY FORT | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18704 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232725907 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BLACKHORSE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BLAC | BusinessNameControlTxt |
| Phone | 5708221151 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 454 SOUTH MAIN STREET | AddressLine1Txt |
| City | WILKESBARRE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18701 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RONALD W SIMMS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5708221151 | PhoneNum |
| Signature | 2024-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RONALD | PersonFirstNm |
| Person Last | SIMMS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES J GATTUSO JR CPA | PreparerPersonNm |
| PTIN | P00018917 | PTIN |
| Phone | 5707184120 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,955,720 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $600,535 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $19,287 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $19,287 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $206,768 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $206,768 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $235,650 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $375,220 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $235,650 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,062,240 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $461,705 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,300 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15,546 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,546 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $24,846 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,546 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $421,675 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $421,675 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $446,521 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,546 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $421,675 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $615,719 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $446,159 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $478,010 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $777,779 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $777,779 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,073,332 | CorporateStockBOYAmt |
| Corporate Stock EOY | $956,195 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,177,941 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,551,342 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,733,974 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,955,720 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,551,342 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,733,974 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,551,342 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,733,974 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,551,342 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,733,974 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,551,342 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $615,719 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,167,061 | SubtotalAmt |
| Other Decreases | $433,087 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,733,974 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| FRAC NET LEASE OFC PROPERTIES | P | 2023-11-02 | 2023-11-02 | $4 | $4 | $0 | $0 |
| 750 UGI CORP | D | 2014-11-17 | 2023-08-24 | $17,041 | $27,795 | -$10,754 | -$10,754 |
| 451 AECOM | D | 2007-04-20 | 2023-01-27 | $38,570 | $9,287 | $29,283 | $29,283 |
| 2000 CALIF WATER SVC | P | 2005-02-04 | 2023-01-27 | $124,203 | $34,287 | $89,916 | $89,916 |
| 1000 CALIF WATER SVC | P | 2005-03-08 | 2023-01-27 | $62,101 | $17,812 | $44,289 | $44,289 |
| 1000 QUALCOMM | P | 2006-07-12 | 2023-01-27 | $133,076 | $36,917 | $96,159 | $96,159 |
| PASS THRU-ENERGY TRANSFER | D | 2012-03-26 | 2022-12-31 | $13,468 | -$13,468 | -$13,468 | |
| CAPITAL GAINS DIVIDENDS | P | $225 | $225 | $225 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $235,650 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,202 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,202 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,202 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,100 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,100 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $102 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RONALD W SIMMS | IndividualWithBooksNm |
| Phone | 5708221151 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 454 MAIN STREET | AddressLine1Txt |
| City | WILKESBARRE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| RONALD W SIMMS | ||||||||
| 454 SOUTH MAIN STREET | WILKESBARRE | PA | 18701 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| RHEA P SIMMS | ||||||||
| 454 SOUTH MAIN STREET | WILKESBARRE | PA | 18701 | SECRETARY | 5.00 | $0 | $0 | $0 |
| RICHARD A ROSE | ||||||||
| 454 SOUTH MAIN STREET | WILKESBARRE | PA | 18701 | TREASURER | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,463,451 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $902,539 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,365,990 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,365,990 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $125,490 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,240,500 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $412,025 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $412,025 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,202 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $1,258 | IncomeTaxAmt |
| Total Tax | $7,460 | TotalTaxAmt |
| Distributable Before Adj | $404,565 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $404,565 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $404,565 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $421,675 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $421,675 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $404,565 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $25,547 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $25,547 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $421,675 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $404,565 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $17,110 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $42,657 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $42,657 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $25,547 | ExcessFromYear2Amt |
| Excess From Current Year | $17,110 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RONALD W SIMMS | ContributingManagerNm |
| Contributing Manager | RHEA P SIMMS | ContributingManagerNm |
| Contributing Manager | RICHARD A ROSE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (62 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| ADOPT A FAMILY OF THE PALM BEACHES | ||||||||||
| 1712 2ND AVE N | LAKE WORTH | FL | 33460 | NONE | PUBLIC | CHARITABLE | $1,000 | |||
| ALLIED SERVICES FOUNDATION-STEVE DAVISOVITZ-RYANS RUN | ||||||||||
| 100 ABINGTON IND PARK | CLARKS SUMMIT | PA | 18411 | NONE | PUBLIC | CHARITABLE | $100 | |||
| AMERICAN CANCER SOCIETY | ||||||||||
| 71 N FRANKLIN ST STE 110 | WILKESBARRE | PA | 18701 | NONE | PUBLIC | CHARITABLE | $5,000 | |||
| ANNUNCIATION GREEK ORTHODOX CHURCH | ||||||||||
| 32 E ROSS ST | WILKESBARRE | PA | 18701 | NONE | PUBLIC | CHARITABLE | $1,000 | |||
| ARTHRITIS FOUNDATION | ||||||||||
| 57 N FRANKLIN ST | WILKESBARRE | PA | 18701 | NONE | PUBLIC | CHARITABLE | $100 | |||
| BACK MOUNTAIN MEMORIAL LIBRARY | ||||||||||
| 96 HUNTSVILLE RD | DALLAS | PA | 18612 | NONE | PUBLIC | CHARITABLE | $100 | |||
| BETHANY CHURCH | ||||||||||
| 1208 BROOKSIDE RD | ALLENTOWN | PA | 18016 | NONE | PUBLIC | CHARITABLE | $1,000 | |||
| BLUE CHIP ANIMAL REFUGE | ||||||||||
| 974 LOCKVILLE RD | DALLAS | PA | 18612 | NONE | PUBLIC | CHARITABLE | $1,000 | |||
| BROADWAY THEATER OF NEPA | ||||||||||
| 345 N WASHINGTON AVE | SCRANTON | PA | 18503 | NONE | PUBLIC | CHARITABLE | $1,200 | |||
| CASA OF LUZERNE COUNTY | ||||||||||
| 667 N RIVER ST | PLAINS | PA | 18705 | NONE | PUBLIC | CHARITABLE | $5,000 | |||
| CENTER FOR EXCELLENCE IN EDUCATION | ||||||||||
| 8201 GREENSBORO DR STE 215 | MCLEAN | VA | 22102 | NONE | PUBLIC | CHARITABLE | $10,000 | |||
| CITY OF WILKES-BARRE-ST PATRICK'S DAY PARADE | ||||||||||
| 40 E MARKET ST | WILKESBARRE | PA | 18711 | NONE | PUBLIC | CHARITABLE | $1,000 | |||
| CITY OF WILKES-BARRE-4TH OF JULY CELEBRATION | ||||||||||
| 40 E MARKET ST | WILKESBARRE | PA | 18711 | NONE | PUBLIC | CHARITABLE | $1,000 | |||
| COLONIAL WILLIAMSBURG | ||||||||||
| PO BOX 1776 | WILLIAMSBURG | VA | 23187 | NONE | PUBLIC | CHARITABLE | $1,000 | |||
| CONNECTIONS EDUCATIONS CENTER | ||||||||||
| 1310 OLD CONGRESS AVE STE 100 | WEST PALM BEACH | FL | 33409 | NONE | PUBLIC | CHARITABLE | $2,500 | |||
| CORI'S PLACE | ||||||||||
| 495 WYOMING ST | HANOVER TOWNSHIP | PA | 18706 | NONE | PUBLIC | CHARITABLE | $1,000 | |||
| EPIC SCHOOL-IMO IRENE FRY | ||||||||||
| 238 N FARVIEW AVE | PARAMUS | NJ | 07652 | NONE | PUBLIC | CHARITABLE | $500 | |||
| EQUINES FOR FREEDOM | ||||||||||
| PO BOX 53 | FACTORYVILLE | PA | 18419 | NONE | PUBLIC | CHARITABLE | $2,000 | |||
| FM KIRBY CENTER FOR THE PERFORMING ARTS | ||||||||||
| 71 PUBLIC SQUARE | WILKESBARRE | PA | 18702 | NONE | PUBLIC | CHARITABLE | $1,000 | |||
| FAITH UNITED METHODIST CHURCH | ||||||||||
| 1160 CLAUSE DR | STROUDSBURG | PA | 18360 | NONE | PUBLIC | CHARITABLE | $5,000 | |||
| FINE ARTS FIESTA | ||||||||||
| PO BOX 2053 | WILKESBARRE | PA | 18701 | NONE | PUBLIC | CHARITABLE | $1,000 | |||
| FRANKLIN & MARSHALL | ||||||||||
| 415 HARRISBURG AVE | LANCASTER | PA | 17603 | NONE | PUBLIC | CHARITABLE | $1,000 | |||
| FRIEDMAN JCC | ||||||||||
| 451 THIRD AVE | KINGSTON | PA | 18704 | NONE | PUBLIC | CHARITABLE | $1,250 | |||
| GEISINGER COMMONWEALTH SCHOOL OF MEDICINE | ||||||||||
| 525 PINE ST | SCRANTON | PA | 18509 | NONE | PUBLIC | CHARITABLE | $5,000 | |||
| HABITAT FOR HUMANITY | ||||||||||
| 303 MARKET ST | KINGTSON | PA | 18704 | NONE | PUBLIC | CHARITABLE | $100 | |||
| HOSPITAL FOR SPECIAL SURGERY HSS FOUNDATION | ||||||||||
| 535 E 70TH ST | NEW YORK | NY | 10021 | NONE | PUBLIC | CHARITABLE | $1,000 | |||
| JOHNS HOPKINS INSTITUTIONS | ||||||||||
| 600 N WOLFE ST | BALTIMORE | MD | 21287 | NONE | PUBLIC | CHARITABLE | $1,000 | |||
| KINGS COLLEGE | ||||||||||
| 133 N RIVER ST | WILKESBARRE | PA | 18711 | NONE | PUBLIC | CHARITABLE | $5,000 | |||
| KINGSTON POLICE DEPARTMENT | ||||||||||
| 500 WYOMING AVE | KINGSTON | PA | 18704 | NONE | PUBLIC | CHARITABLE | $1,000 | |||
| KINGSTON FIRE DEPARTMENT | ||||||||||
| 600 WYOMING AVE | KINGSTON | PA | 18704 | NONE | PUBLIC | CHARITABLE | $1,000 | |||
| LUZERNE COUNTY HISTORICAL SOCIETY | ||||||||||
| 49 S FRANKLIN ST | WILKESBARRE | PA | 18701 | NONE | PUBLIC | CHARITABLE | $100 | |||
| MEALS ON WHEELS | ||||||||||
| 190 S SPRAGUE AVE | KINGSTON | PA | 18704 | NONE | PUBLIC | CHARITABLE | $1,000 | |||
| MISERICORDIA UNIVERSITY | ||||||||||
| 301 LAKE ST | DALLAS | PA | 18612 | NONE | PUBLIC | CHARITABLE | $5,000 | |||
| MORAVIAN ACADEMY-REBECCA BINDER SCHOLARSHIP | ||||||||||
| 7 E MARKET ST | BETHLEHEM | PA | 18018 | NONE | PUBLIC | CHARITABLE | $1,000 | |||
| MOVING RIVER MINISTRIES | ||||||||||
| 453 S MAIN ST | WILKESBARRE | PA | 18702 | NONE | PUBLIC | CHARITABLE | $500 | |||
| NATIONAL CENTRE FOR PADRE PIO INC | ||||||||||
| PO BOX 206 | BARTO | PA | 19504 | NONE | PUBLIC | CHARITABLE | $1,000 | |||
| NORTH BRANCH LAND TRUST | ||||||||||
| 105 LT MICHAEL CLEARY DR | DALLAS | PA | 18612 | NONE | PUBLIC | CHARITABLE | $1,500 | |||
| NORTHWEST QUARTERBACK CLUB | ||||||||||
| PO BOX 6 | SHICKSHINNY | PA | 18655 | NONE | PUBLIC | CHARITABLE | $500 | |||
| OSTERHOUT LIBRARY-IMO JOSEPH PASTERNAK | ||||||||||
| 71 S FRANKLIN ST | WILKESBARRE | PA | 18702 | NONE | PUBLIC | CHARITABLE | $1,000 | |||
| OUR LADY OF GOOD COUNSEL | ||||||||||
| 611 KNOWLES AVE | SOUTHHAMPTON | PA | 18966 | NONE | PUBLIC | CHARITABLE | $1,000 | |||
| PA STATE POLICE TROOP P CAMP CADET | ||||||||||
| PO BOX 4005 | WYOMING | PA | 18644 | NONE | PUBLIC | CHARITABLE | $125 | |||
| RIVERFRONT PARKS COMMITTEE | ||||||||||
| 57 N FRANKLIN ST | WILKESBARRE | PA | 18701 | NONE | PUBLIC | CHARITABLE | $37,500 | |||
| SCRANTON SHAKESPEARE FESTIVAL | ||||||||||
| 1761 CPOUSE AVE | SCRANTON | PA | 18509 | NONE | PUBLIC | CHARITABLE | $750 | |||
| ST JUDE CHILDRENS RESEARCH HOSPITAL | ||||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PUBLIC | CHARITABLE | $6,000 | |||
| ST JOSEPH MARELLO PARISH | ||||||||||
| 237 WILLIAMS ST | PITTSTON | PA | 18640 | NONE | PUBLIC | CHARITABLE | $1,000 | |||
| ST NICHOLASST MARY'S CHURCH | ||||||||||
| 250 S WASHINGTON ST | WILKESBARRE | PA | 18702 | NONE | PUBLIC | CHARITABLE | $5,000 | |||
| ST PATRICK'S CHURCH | ||||||||||
| 242 S 20TH ST | PHILADELPHIA | PA | 19103 | NONE | PUBLIC | CHARITABLE | $2,500 | |||
| ST SAVA SERBIAN ORTHODOX CHURCH | ||||||||||
| 901 HARTMAN ST | MCKEESPORT | PA | 15132 | NONE | PUBLIC | CHARITABLE | $10,000 | |||
| ST VINCENT DE PAUL SOUP KITCHEN | ||||||||||
| 39 E JACKSON ST | WILKESBARRE | PA | 18701 | NONE | PUBLIC | CHARITABLE | $6,000 | |||
| THE LANDS AT HILLSIDE FARMS | ||||||||||
| 65 HILLSIDE RD | TRUCKSVILLE | PA | 18708 | NONE | PUBLIC | CHARITABLE | $1,000 | |||
| TRINITY COLLEGE OF DUBLIN | ||||||||||
| NONE | PUBLIC | CHARITABLE | $20,000 | GRAFTON ST COLLEGE GREEN | DUBLIN | EI | ||||
| VOLUNTEERS IN MEDICINE | ||||||||||
| 190 N PENNSYLVANIA AVE | WILKESBARRE | PA | 18701 | NONE | PUBLIC | CHARITABLE | $5,000 | |||
| WILKES UNIVERSITY-IMO SHIRLEY HITCHNER DAVIS | ||||||||||
| DEPT 824685 PO BOX 71335 | PHILADELPHIA | PA | 19176 | NONE | PUBLIC | CHARITABLE | $1,000 | |||
| WILKES UNIVERSITY-PSC SCHOLARSHIP | ||||||||||
| 84 W SOUTH ST | WILKESBARRE | PA | 18766 | NONE | PUBLIC | CHARITABLE | $30,000 | |||
| WILKES UNIVERSITY | ||||||||||
| 84 W SOUTH ST | WILKESBARRE | PA | 18766 | NONE | PUBLIC | CHARITABLE | $219,000 | |||
| WOMEN IN AVIATION NEPA CHAPTER | ||||||||||
| 2001 WYOMING AVE | KINGSTON | PA | 18704 | NONE | PUBLIC | CHARITABLE | $1,500 | |||
| WOMEN'S RESOURCE CENTER-CLARA FULLER | ||||||||||
| 620 MADISON AVE | SCRANTON | PA | 18510 | NONE | PUBLIC | CHARITABLE | $100 | |||
| WYOMING SEMINARY | ||||||||||
| 201 N SPRAGUE AVE | KINGSTON | PA | 18704 | NONE | PUBLIC | CHARITABLE | $2,000 | |||
| WYOMING SEMINARY-IMO JAMES J DURKIN III | ||||||||||
| 201 N SPRAGUE AVE | KINGSTON | PA | 18704 | NONE | PUBLIC | CHARITABLE | $1,000 | |||
| WYOMING SEMINARY-IMO KAREN MEDURA | ||||||||||
| 201 N SPRAGUE AVE | KINGSTON | PA | 18704 | NONE | PUBLIC | CHARITABLE | $250 | |||
| WYOMING SEMINARY-IMO PAULA DALEY | ||||||||||
| 201 N SPRAGUE AVE | KINGSTON | PA | 18704 | NONE | PUBLIC | CHARITABLE | $1,000 | |||
| WYOMING SEMINARY-IMO ALICE SALLADA | ||||||||||
| 201 N SPRAGUE AVE | KINGSTON | PA | 18704 | NONE | PUBLIC | CHARITABLE | $500 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $421,675 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,287 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $206,768 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $235,650 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $461,705 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $461,705 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| RONALD W AND RHEA P SIMMS | ||||||
| 1 | 12940 BRYNWOOD | PALM BEACH GARDENS | FL | 33418 | $300,335 | Yes (X) |
| RONALD W AND RHEA P SIMMS | ||||||
| 2 | 12940 BRYNWOOD | PALM BEACH GARDENS | FL | 33418 | $296,929 | Yes (X) |
| RONALD W AND RHEA P SIMMS | ||||||
| 3 | 12940 BRYNWOOD | PALM BEACH GARDENS | FL | 33418 | $3,271 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 1516 APPLE INC | $300,335 | 2023-12-31 |
| 2 | 6263 COMMUNITY BK SYSTEMS | $296,929 | 2023-12-31 |
| 3 | 64 COMMUNITY BK SYSTEMS | $3,271 | 2023-12-31 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| M&T BANK CORP | $96,811 | $1,596,982 |
| AMERICA MOVIL | $39,543 | $1,296,400 |
| INGERSOLL RAND | $12,358 | $136,428 |
| AIR PRODUCTS | $307,324 | $1,369,000 |
| MUNCY COMUMBIA FINL CCNFB | $34,029 | $35,500 |
| PROCTOR AND GAMBLE | $54,630 | $146,540 |
| ENERGY TRANSFER LP | $135,825 | $1,518,000 |
| PHILLIPS 66 | $9,509 | $53,256 |
| COMMUNITY BANK SYST | $28,266 | $542,152 |
| L3 TECHNOLOGIES | $137,524 | $547,612 |
| UGI CORP NEW | $7,228 | $12,300 |
| WP CAREY INC | $13,059 | $49,904 |
| TRANE TECHNOLOGIES | $42,636 | $487,800 |
| MORGAN STANLEY | $14,129 | $93,250 |
| APPLE | $22,741 | $291,875 |
| NET LEASE OFC PROPERTIES | $583 | $942 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK DIFFERENCE IN BASIS OF INVESTMENTS | Desc |
| Amt | $433,087 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSE | $13,046 | $13,046 | $0 |
| PROFESSIONAL FEES | $2,500 | $2,500 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAXES | CategoryTxt |
| Amt | $9,300 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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