SORDONI FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SORDONI FOUNDATION INC (EIN 46-0728514)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-08
- IRS object ID
- 202431349349101583
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-08T03:03:22-00:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010548521 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KMLA Group PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 49 S Main St Suite 109 | AddressLine1Txt |
| City | Pittston | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18640 | 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 | 460728514 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SORDONI FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SORD | BusinessNameControlTxt |
| Phone | 5702831211 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 OWEN STREET | AddressLine1Txt |
| City | FORTY FORT | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18704 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARIA SORDONI HUDACEK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5702831211 | PhoneNum |
| Signature | 2024-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARIA | PersonFirstNm |
| Person Last | SORDONI HUDACEK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Robert J Korjeski CPA | PreparerPersonNm |
| PTIN | P00011690 | PTIN |
| Phone | 5702082981 | PhoneNum |
| Preparation | 2024-05-08 | PreparationDt |
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 | $10,422,680 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $56,857 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $56,857 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $183,260 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $183,260 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $19,562 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,137,820 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $19,562 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $259,679 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $259,679 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,580 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,290 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,290 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $20,774 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,387 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $10,387 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $19,095 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $36 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $36 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $42,485 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,713 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,677 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $477,168 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $477,168 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $519,653 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,713 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $488,845 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$259,974 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $247,966 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $107,918 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $211,627 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $211,627 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $9,550,475 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,211,053 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,211,053 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,658,393 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,422,680 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,422,680 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $9,658,393 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,422,680 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,658,393 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,422,680 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,658,393 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,422,680 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,658,393 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$259,974 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,024,261 | OtherIncreasesAmt |
| Subtotal | $10,422,680 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $10,422,680 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | BERKSHIRE ASSET MGMT | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2022-01-01 | AcquiredDt |
| Sold | 2023-12-31 | SoldDt |
| Gross Sales Price | $1,137,820 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,118,258 | CostOrOtherBasisAmt |
| Gain Or Loss | $19,562 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $19,562 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $19,562 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,447 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,447 | SubtotalAmt |
| Tax Based On Investment Income | $3,447 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $13,200 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $13,200 | OriginalReturnTaxPaidAmt |
| Es Penalty | $3 | EsPenaltyAmt |
| Overpayment | $9,750 | OverpaymentAmt |
| Applied To ES Tax | $9,750 | AppliedToESTaxAmt |
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 | MARIA SORDONI HUDACEK | IndividualWithBooksNm |
| Phone | 5702836206 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 OWEN STREET | AddressLine1Txt |
| City | FORTY FORT | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18704 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|
| ANDREW J SORDONI III | ||||||
| 45 OWEN STREET | FORTY FORT | PA | 18704 | CHAIRMAN | 000.00 | $0 |
| DINA ORLANDO | ||||||
| 45 OWEN STREET | FORTY FORT | PA | 18704 | SECRETARY ASST TREASURER | 000.00 | $0 |
| MARIA SORDONI HUDACEK | ||||||
| 45 OWEN STREET | FORTY FORT | PA | 18704 | PRESIDENT | 000.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $9,718,930 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $172,820 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,891,750 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $9,891,750 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $148,376 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,743,374 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $487,169 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $487,169 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,447 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,447 | TotalTaxAmt |
| Distributable Before Adj | $483,722 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $483,722 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $483,722 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $488,845 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $488,845 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $483,722 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $293,265 | UndistributedIncomePYAmt |
| Qualifying Distributions | $488,845 | QualifyingDistributionsAmt |
| Applied To Year1 | $293,265 | AppliedToYear1Amt |
| Applied To Current Year | $195,580 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $288,142 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ANDREW J SORDONI III | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ANDREW J SORDONI III | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 OWEN STREET | AddressLine1Txt |
| City | FORTY FORT | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18704 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5702831211 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD BE SUBMITTED IN THE FORM OF A LETTER AND SHOULD CONTAIN A SPECIFIC PROPOSAL | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATIONS ARE ACCEPTED AT ANY TIME | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE MADE TO PROMOTE CIVIC, CULTURAL, EDUCATIONAL, HEALTH CARE AND SOCIAL SERVICE PURPOSES, PRIMARILY TO ORGANIZATIONS LOCATED IN NORTHEASTERN PA. NO GRANTS OR SCHOLARSHIPS WILL BE MADE TO INDIVIDUALS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Fine Arts Fiesta | |||||||
| PO Box 2053 | Wilkes Barre | PA | 18703 | NONE | PC | CHARITABLE | $1,000 |
| Wilkes University - Sordoni Art Gallery | |||||||
| 84 W South Street | Wilkes Barre | PA | 18766 | NONE | PC | CHARITABLE | $50,000 |
| King's College | |||||||
| 133 N River Street | Wilkes Barre | PA | 18711 | NONE | PC | CHARITABLE | $35,668 |
| Billy Ireland Cartoon Library & Museum | |||||||
| 1813 N High Street | Columbus | OH | 43210 | NONE | PC | CHARITABLE | $1,000 |
| Volunteers in Medicine | |||||||
| 190 N Pennsylvania Ave | Wilkes Barre | PA | 18702 | NONE | PC | CHARITABLE | $15,000 |
| Fork Over Love | |||||||
| 345 Market Street | Kingston | PA | 18704 | NONE | PC | CHARITABLE | $2,500 |
| ACTA | |||||||
| 1730 M Street NW Suite 600 | Washington | DC | 20036 | NONE | PC | CHARITABLE | $1,000 |
| Back Mountain Memorial Library Assoc | |||||||
| 96 Huntsville Road | Dallas | PA | 18612 | NONE | PC | CHARITABLE | $2,500 |
| CATO Institute | |||||||
| 1000 Massachusetts Avenue NW | Washington | DC | 20001 | NONE | PC | CHARITABLE | $1,000 |
| Cori's Place | |||||||
| 495 Wyoming Street | Hanover Township | PA | 18706 | NONE | PC | CHARITABLE | $5,000 |
| COMMONWEALTH FOUNDATION | |||||||
| 225 State Street Suite 302 | Harrisburg | PA | 17101 | NONE | PC | CHARITABLE | $15,000 |
| Geisinger Commonwealth School of Medicine | |||||||
| 525 Pine Street | Scranton | PA | 18509 | NONE | PC | CHARITABLE | $20,000 |
| Heritage Foundation | |||||||
| 214 Massachusetts Avenue NE | Washington | DC | 20002 | NONE | PC | CHARITABLE | $1,000 |
| Hillsdale College | |||||||
| 33 East College Street | Hillsdale | MI | 49242 | NONE | PC | CHARITABLE | $1,000 |
| Hoyt Library | |||||||
| 284 Wyoming Avenue | Kingston | PA | 18704 | NONE | PC | CHARITABLE | $2,500 |
| Luzerne County Historical Society | |||||||
| 49 South Franklin Street | Wilkes Barre | PA | 18701 | NONE | PC | CHARITABLE | $1,000 |
| Open Discourse Coalition | |||||||
| 239 Market Street | Lewisburg PA | PA | 17837 | NONE | PC | CHARITABLE | $10,000 |
| Osterhout Free Library | |||||||
| 71 South Franklin Street | Wilkes Barre | PA | 18701 | NONE | PC | CHARITABLE | $2,500 |
| Open The Books | |||||||
| 200 S Frontage Road Suite 106 | Burr Ridge | IL | 60527 | NONE | PC | CHARITABLE | $2,500 |
| Society of Illustrators | |||||||
| 128 East 63rd Street | New York | NY | 10021 | NONE | PC | CHARITABLE | $1,000 |
| Threefold Eduation Association | |||||||
| 201 Meadow Lane | Mechanicsburg | PA | 17055 | NONE | PC | CHARITABLE | $20,000 |
| United Way of Wyoming Valley | |||||||
| 100 N Pennsylvania Ave- 2nd Flr | Wilkes Barre | PA | 18701 | NONE | PC | CHARITABLE | $15,000 |
| Institute for Public Policy & Economic Development | |||||||
| 84 W South Street | Wilkes Barre | PA | 18766 | NONE | PC | CHARITABLE | $10,000 |
| All One Charities | |||||||
| 83 East Union Street | Wilkes Barre | PA | 18701 | NONE | PC | CHARITABLE | $50,000 |
| Brandywine River Museum of Art | |||||||
| PO Box 141 | Chadds Ford | PA | 19317 | NONE | PC | CHARITABLE | $25,000 |
| Lackawanna College | |||||||
| 501 Vine Street | Scranton | PA | 18509 | NONE | PC | CHARITABLE | $50,000 |
| Marywood University | |||||||
| 2300 Adams Avenue | Scranton | PA | 18509 | NONE | PC | CHARITABLE | $50,000 |
| THE PENNSYLVANIA SOCIETY | |||||||
| 139 Freeport Road | Pittsburgh | PA | 15215 | NONE | PC | CHARITABLE | $10,000 |
| Pennsylvania Chamber Foundation | |||||||
| 417 Walnut Street | Harrisburg | PA | 17101 | NONE | PC | CHARITABLE | $25,000 |
| Philanthropy Roundtable | |||||||
| 1120 20th Street NW Ste 500 S | Washington | DC | 20036 | NONE | PC | CHARITABLE | $1,000 |
| WVIA | |||||||
| 100 WVIA Way | Pittston | PA | 18640 | NONE | PC | CHARITABLE | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $477,168 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $56,857 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $183,260 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $19,562 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $259,679 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $259,679 | 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 | KMLA GROUP PC | CategoryTxt |
| Amt | $2,580 | Amt |
| Net Investment Income | $1,290 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,290 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BERKSHIRE ASSET MANAGEMENT | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $10,211,053 | BookValueAmt |
| EOYFMV | $10,211,053 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $36 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $36 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT TO REFLECT SECURITIES AT MKT VALUE INCLUDING UNREALIZED GAINS/LOSSES | Desc |
| Amt | $1,024,261 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $20,774 | Amt |
| Net Investment Income | $10,387 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,387 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $19,095 | Amt |
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