RUARK FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- RUARK FOUNDATION (EIN 87-3983456)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202433199349102213
- Schema version
- 2023v5.1
- 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
- Schedule B
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T09:58:34-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232667890 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KRONICK KALADA BERDY & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 190 LATHROP ST | AddressLine1Txt |
| City | KINGSTON | 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 | 873983456 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUARK FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RUAR | BusinessNameControlTxt |
| Phone | 5708332767 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 SHORE DRIVE | AddressLine1Txt |
| City | TUNKHANNOCK | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18657 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHAWN WALLACE | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 5708332767 | PhoneNum |
| Signature | 2024-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JASON C WILLIAMS CPA | PreparerPersonNm |
| PTIN | P00545437 | PTIN |
| Phone | 5702832727 | PhoneNum |
| Preparation | 2024-10-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,278,904 | 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 | $565,985 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $23,006 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $23,006 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $40,371 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $40,371 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$31,814 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $989,202 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $597,548 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $63,377 | 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 |
| Legal Fees Rev And Expnss | $35 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $35 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $21,447 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $21,447 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,170 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,170 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $30 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $30 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $22,682 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,682 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $191,548 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $191,548 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $214,230 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,682 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $191,548 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $383,318 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $40,695 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $743,127 | CashBOYAmt |
| Cash EOY | $1,059,505 | CashEOYAmt |
| Cash EOYFMV | $1,059,505 | CashEOYFMVAmt |
| Other Investments BOY | $1,889,645 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,139,399 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,139,399 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $80,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $80,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,632,772 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,278,904 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,278,904 | 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 | $2,632,772 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,278,904 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,632,772 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,278,904 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,632,772 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,278,904 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,632,772 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $383,318 | ExcessRevenueOverExpensesAmt |
| Other Increases | $262,814 | OtherIncreasesAmt |
| Subtotal | $3,278,904 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,278,904 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| LPL FINANCIAL #9160 | P | 2023-01-01 | 2023-12-19 | $342,110 | $338,637 | $3,473 | $3,473 |
| LPL FINANCIAL #9160 | P | 2022-02-16 | 2023-10-02 | $96,175 | $101,481 | -$5,306 | -$5,306 |
| LPL FINANCIAL #3717 | P | 2023-01-01 | 2023-09-20 | $32,706 | $44,028 | -$11,322 | -$11,322 |
| LPL FINANCIAL #3717 | P | 2022-03-30 | 2023-12-08 | $36,439 | $37,233 | -$794 | -$794 |
| MERRILL LYNCH #2336 | P | 2023-01-01 | 2023-07-19 | $282,718 | $285,212 | -$2,494 | -$2,494 |
| MERRILL LYNCH #2336 | P | 2022-01-01 | 2023-10-09 | $198,929 | $214,425 | -$15,496 | -$15,496 |
| CAPITAL GAINS DIVIDENDS | P | $125 | $125 | $125 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$31,814 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $566 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $566 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $566 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $726 | 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 | $726 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $160 | OverpaymentAmt |
| Applied To ES Tax | $160 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | SHAWN WALLACE | IndividualWithBooksNm |
| Phone | 5708332767 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1129 SAINT ANN STREET | AddressLine1Txt |
| City | SCRANTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18504 | 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WILLIAM RUARK | ||||||||
| 301 SHORE DRIVE | TUNKHANNOCK | PA | 18657 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| RYAN RUARK | ||||||||
| 512 BRIAR RIDGE ROAD | MESHOPPEN | PA | 18630 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| LINDSAY SHALATA | ||||||||
| 720 CABIN LANE | MESHOPPEN | PA | 18630 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| SHAWN WALLACE | ||||||||
| 1129 SAINT ANN STREET | SCRANTON | PA | 18504 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| MICHAEL MEY | ||||||||
| 1144 EAST DRINKER STREET | DUNMORE | PA | 18512 | DIRECTOR | 1.00 | $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) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,014,522 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $901,316 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $80,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,995,838 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,995,838 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $44,938 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,950,900 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $147,545 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $147,545 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $566 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $566 | TotalTaxAmt |
| Distributable Before Adj | $146,979 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $146,979 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $146,979 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $191,548 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $191,548 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $146,979 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $69,075 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $191,548 | QualifyingDistributionsAmt |
| Applied To Year1 | $69,075 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $122,473 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $24,506 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM RUARK | ContributingManagerNm |
| Contributing Manager | RYAN RUARK | ContributingManagerNm |
| Contributing Manager | LINDSAY SHALATA | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WILLIAM RUARK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 SHORE DRIVE | AddressLine1Txt |
| City | TUNKHANNOCK | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18657 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5708332767 | RecipientPhoneNum |
| Form And Info And Materials | LETTER REQUESTS SHOULD INCLUDE ALL DOCUMENTS NECESSARY TO SUPPORT REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| HARTFORD FAIR | |||||||
| 485 FAIR HILL ROAD | NEW MILFORD | PA | 18834 | NONE | PUBLIC CHARITY | UNRESTRICTED | $33,615 |
| MARLEY'S MISSION | |||||||
| 2150 PORT ROYAL ROAD | CLARKS SUMMIT | PA | 18411 | NONE | PUBLIC CHARITY | UNRESTRICTED | $16,036 |
| MOOSE LODGE 1276 | |||||||
| 813 HUNTER HIGHWAY | TUNKHANNOCK | PA | 18657 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| PATRIOTS COVE | |||||||
| 4298 PA-29 SOUTH | NOXEN | PA | 18636 | NONE | PUBLIC CHARITY | UNRESTRICTED | $3,000 |
| SHERWOOD FARMS | |||||||
| 611 SR 4015 | MESHOPPEN | PA | 18630 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,642 |
| STEPNIAK BEEF | |||||||
| 142 OAKLEY ROAD | HOP BOTTOM | PA | 18824 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,117 |
| TUNKHANNOCK AMBULANCE ASSOCIATION | |||||||
| 195 BRIDGE STREET | TUNKHANNOCK | PA | 18657 | NONE | PUBLIC CHARITY | UNRESTRICTED | $10,000 |
| WYOMING COUNTY FAIR | |||||||
| 9141 US-6 | MESHOPPEN | PA | 18630 | NONE | PUBLIC CHARITY | UNRESTRICTED | $40,930 |
| WYOMING COUNTY UNITED WAY | |||||||
| 511 MILE ROAD | TUNKHANNOCK | PA | 18657 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| TRUE FRIENDS ANIMAL WELFARE CENTER | |||||||
| 16332 SR 706 | MONTROSE | PA | 18801 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,200 |
| ANGAZA MINISTRIES | |||||||
| 611 SR 4015 | MESHOPPEN | PA | 18630 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,500 |
| TUNKHANNOCK FIRE FIGHTERS ASSOCIATION | |||||||
| 195 BRIDGE STREET | TUNKHANNOCK | PA | 18657 | NONE | PUBLIC CHARITY | UNRESTRICTED | $100 |
| LAKE CAREY DAM ASSOCIATION | |||||||
| PO BOX 637 | TUNKHANNOCK | PA | 18657 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,200 |
| GREATER PITTSTON COMMUNITY VOLUNTEERS | |||||||
| 20 KENNEDT STREET | PITTSTON | PA | 18640 | NONE | PUBLIC CHARITY | UNRESTRICTED | $250 |
| SEVEN LOAVES SOUP KITCHEN | |||||||
| 51 WARREN STREET | TUNKHANNOCK | PA | 18657 | NONE | PUBLIC CHARITY | UNRESTRICTED | $17,988 |
| PATRIOTS COVE | |||||||
| 4298 PA-29 SOUTH | NOXEN | PA | 18636 | NONE | PUBLIC CHARITY | UNRESTRICTED | $50,970 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $191,548 | 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 | $23,006 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $40,371 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$31,814 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $31,563 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $31,563 | 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 | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| WILLIAM RUARK | ||||||
| 1 | 301 SHORE DRIVE | TUNKHANNOCK | PA | 18657 | $250,000 | Yes (X) |
| RYAN RUARK | ||||||
| 2 | 512 BRIAR RIDGE ROAD | MESHOPPEN | PA | 18630 | $250,000 | Yes (X) |
| MESHOPPEN WOOD PRODUCTS | ||||||
| 3 | 512 BRIAR RIDGE ROAD | MESHOPPEN | PA | 18630 | $14,880 | Yes (X) |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MERRILL LYNCH | FMV | $1,105,769 | $1,105,769 |
| LPL FINANCIAL | FMV | $1,033,630 | $1,033,630 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $35 | LegalFeesAmt |
| Net Investment Income | $35 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LOAN TO WYOMING HEALTHCARE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $80,000 | EOYBookValueAmt |
| EOYFMV | $80,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LICENSES | $30 | $30 | $0 |
| OFFICE SUPPLIES | $0 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $262,814 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $21,447 | Amt |
| Net Investment Income | $21,447 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $170 | $170 | $0 |
| FEDERAL TAX | $1,000 | $1,000 | $0 |
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