SABIA FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SABIA FAMILY FOUNDATION (EIN 20-1960211)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-16
- IRS object ID
- 202221369349104457
- Schema version
- 2021v4.2
- 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 Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-16T13:57:37-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232226550 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGRAIL MERKEL QUINN & ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1173 CLAY AVENUE | AddressLine1Txt |
| City | SCRANTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18510 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201960211 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SABIA FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O LISA SABIA CALCIANO | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SABI | BusinessNameControlTxt |
| Phone | 5703446126 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 402 WILLOW STREET | AddressLine1Txt |
| City | DUNMORE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18512 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA SABIA CALCIANO | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 5703446126 | PhoneNum |
| Signature | 2022-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LISA | PersonFirstNm |
| Person Last | SABIA CALCIANO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL J GERRITY CPA | PreparerPersonNm |
| PTIN | P00182280 | PTIN |
| Phone | 5709610345 | PhoneNum |
| Preparation | 2022-05-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,568,780 | 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 | $6,603 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $311 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $311 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $81,135 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $81,135 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $88,049 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $81,446 | 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 | $7,855 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $29 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,884 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $76,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $76,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $83,984 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $76,100 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,065 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $81,446 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,682 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,741 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,741 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,268,868 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,268,874 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,559,039 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,274,550 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,278,615 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,568,780 | 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 | $2,274,550 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,278,615 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,274,550 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,278,615 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,274,550 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,278,615 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,274,550 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,065 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,278,615 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,278,615 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,132 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,132 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,132 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,080 | 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 | $1,080 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $52 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| 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 | LISA SABIA CALCIANO | IndividualWithBooksNm |
| Phone | 5703446126 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 402 WILLOW STREET | AddressLine1Txt |
| City | DUNMORE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18512 | 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 | Yes (1) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2020 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (1) | UndistrIncmSect4942a2NotAppInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| PETER A SABIA SR | ||||||||
| 133 WALNUT STREET | DUNMORE | PA | 18512 | PRESIDENT AND TRUSTEE | 1.00 | $0 | $0 | $0 |
| PETER A SABIA JR | ||||||||
| 402 WILLOW STREET | DUNMORE | PA | 18512 | TREASURER AND TRUSTEE | 1.00 | $0 | $0 | $0 |
| LISA SABIA CALCIANO | ||||||||
| 402 WILLOW STREET | DUNMORE | PA | 18512 | SECRETARY AND TRUSTEE | 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 | $3,497,991 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $28,797 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,526,788 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,526,788 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $52,902 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,473,886 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $173,694 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $173,694 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,132 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,132 | TotalTaxAmt |
| Distributable Before Adj | $172,562 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $172,562 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $172,562 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $76,100 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $76,100 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $172,562 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $141,166 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Total For Prior Years | $13,878 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $76,100 | QualifyingDistributionsAmt |
| Applied To Year1 | $76,100 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | 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 | $13,878 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $13,878 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $65,066 | Taxable2Amt |
| Undistributed Income CY | $172,562 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BLIND ASSOCIATION | ||||||
| 228 ADAMS AVENUE | SCRANTON | PA | 18503 | PUBLIC | TO FURTHER DESIGNATED WORK OF ORGANIZATION | $500 |
| CAMP CADET | ||||||
| PO BOX 4005 | WYOMING | PA | 18644 | PUBLIC | TO FURTHER DESIGNATED WORK OF ORGANIZATION | $2,600 |
| CARITAS OF PORT CHESTER | ||||||
| 22 DON BOSCO PLACE | PORT CHESTER | PA | 10573 | PUBLIC | TO FURTHER DESIGNATED WORK OF ORGANIZATION | $1,000 |
| CATHERINE MCAULEY CENTER | ||||||
| 709 MADISON AVENUE | SCRANTON | PA | 18509 | PUBLIC | PROVIDE TEMPORARY SHELTER TO WOMEN/CHILDREN IN CRISIS | $1,000 |
| CODY BARRASSE FOUNDATION | ||||||
| 1000 WYOMING AVE | SCRANTON | PA | 18509 | PUBLIC | TO FURTHER DESIGNATED WORK OF ORGANIZATION | $1,000 |
| DIOCESE OF SCRANTON | ||||||
| 300 WYOMING AVENUE | SCRANTON | PA | 18503 | PUBLIC | TO FURTHER DESIGNATED WORK OF ORGANIZATION | $3,000 |
| DUNMORE HIGH SCHOOL | ||||||
| 300 W WARREN ST | DUNMORE | PA | 18509 | PUBLIC | TO PROVIDE FOR MASKS REQUIRED FOR STUDENTS | $1,000 |
| FRIENDS OF THE POOR | ||||||
| 2300 ADAMS AVE | SCRANTON | PA | 18509 | PUBLIC | TO FURTHER DESIGNATED WORK OF ORGANIZATION | $4,000 |
| GREATER CARBONDALE YMCA | ||||||
| 82 N MAIN ST | CARBONDALE | PA | 18407 | PUBLIC | TO FURTHER DESIGNATED WORK OF ORGANIZATION | $1,000 |
| HOLY CROSS HIGH SCHOOL | ||||||
| 501 E DRINKER ST | DUNMORE | PA | 18512 | PUBLIC | ASSISTANCE TO NEEDY STUDENTS | $1,000 |
| JEWISH HOME | ||||||
| 1101 VINE STREET | SCRANTON | PA | 18510 | PUBLIC | TO FURTHER DESIGNATED WORK OF ORGANIZATION | $3,000 |
| MARYWOOD UNIVERSITY | ||||||
| 2300 ADAMS AVE | SCRANTON | PA | 18509 | PUBLIC | TO FURTHER DESIGNATED WORK OF ORGANIZATION | $4,000 |
| NATIONAL NIGHT OUT | ||||||
| PO BOX 303 | WYNNEWOOD | PA | 19096 | PUBLIC | TO FURTHER DESIGNATED WORK OF ORGANIZATION | $1,000 |
| NFHS | ||||||
| PO BOX 690 | INDIANAPOLIS | IN | 46206 | PUBLIC | TO FURTHER DESIGNATED WORK OF ORGANIZATION | $1,000 |
| PLCTA | ||||||
| 1243 WYOMING AVE | SCRANTON | PA | 18509 | PUBLIC | TO FURTHER DESIGNATED WORK OF ORGANIZATION | $1,000 |
| RONALD MCDONALD HOUSE OF SCRANTON | ||||||
| 332 WHEELER AVENUE | SCRANTON | PA | 18509 | PUBLIC | TO FURTHER DESIGNATED WORK OF ORGANIZATION | $1,000 |
| SHERWOOD YOUTH ASSOCIATION | ||||||
| PO BOX 205 | DUNMORE | PA | 18512 | PUBLIC | TO FURTHER DESIGNATED WORK OF ORGANIZATION | $1,000 |
| ST JUDES | ||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | PUBLIC | TO FURTHER DESIGNATED WORK OF ORGANIZATION | $4,000 |
| ST ANN'S | ||||||
| 1250 ST ANN ST | DUNMORE | PA | 18504 | PUBLIC | TO FURTHER DESIGNATED WORK OF ORGANIZATION | $2,000 |
| ST ANTHONY'S | ||||||
| 303 SMITH STREET | SCRANTON | PA | 18512 | PUBLIC | TO FURTHER DESIGNATED WORK OF ORGANIZATION | $2,000 |
| ST FRANCIS OF ASSISI KITCHEN | ||||||
| 500 PENN AVENUE | SCRANTON | PA | 18509 | PUBLIC | ASSISTANCE TO NEEDY FAMILIES | $4,000 |
| ST JOSEPH CENTER | ||||||
| 2010 ADAMS AVENUE | SCRANTON | PA | 18509 | PUBLIC | TO FURTHER DESIGNATED WORK OF ORGANIZATION | $5,000 |
| DUNMORE HIGH SCHOOL | ||||||
| 300 W WARREN ST | DUNMORE | PA | 18509 | PUBLIC SCHOOL | TO ASSIST STUDENTS WITH COLLEGE TUITION | $11,250 |
| TOYS FOR TOTS | ||||||
| 18251 QUANTICO GATEWAY DR | TRIANGLE | VA | 22172 | PUBLIC | ASSISTANCE TO NEEDY FAMILIES | $250 |
| PIONEER CITY CHRISTMAS BALL | ||||||
| 1298 HEART LAKE ROAD | SCOTT TWP | PA | 18433 | PUBLIC | TO PROVIDE FUNDS FOR CARBONDALE AREA ASSISTANCE | $1,000 |
| COTTAGE HOUSE | ||||||
| 47 DOSTER ROAD | ARITON | AL | 36311 | PUBLIC | TO FURTHER DESIGNATED WORK OF ORGANIZATION | $500 |
| OUTREACH CENTER FOR COMMUNITY RESOURCES | ||||||
| 431 N 7TH AVENUE | SCRANTON | PA | 18503 | PUBLIC | TO FURTHER DESIGNATED WORK OF ORGANIZATION | $1,000 |
| HOLY CROSS HIGH SCHOOL | ||||||
| 300 W WARREN ST | DUNMORE | PA | 18512 | PUBLIC SCHOOL | TO PROVIDE SPORTING EQUIPMENT FOR STUDENTS | $4,250 |
| DUNMORE HIGH SCHOOL | ||||||
| 501 E DRINKER ST | DUNMORE | PA | 18512 | PUBLIC SCHOOL | TO PROVIDE SPORTING EQUIPMENT FOR STUDENTS | $4,250 |
| DUNMORE ELEMENTARY SCHOOL | ||||||
| 300 W WARREN ST | DUNMORE | PA | 18512 | PUBLIC SCHOOL | TO PROVIDE SPORTING EQUIPMENT FOR STUDENTS | $4,250 |
| DUNMORE LITTLE LEAGUE | ||||||
| 201 S BLAKELY STREET | DUNMORE | PA | 18512 | PUBLIC | TO PROVIDE SPORTING EQUIPMENT FOR STUDENTS | $4,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $76,100 | 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 | $311 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $81,135 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $81,446 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $81,446 | 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 |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| LISA SABIA CALCIANO | ||||||
| 1 | 133 WALNUT STREET | DUNMORE | PA | 18512 | $3,302 | Yes (X) |
| PETER SABIA | ||||||
| 2 | 402 WILLOW STREET | DUNMORE | PA | 18512 | $3,301 | Yes (X) |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 47022 SHARES COMMUNITY BANK SYSTEM, INC. | $2,180,088 | $3,502,199 |
| 50 SHARES PRUDENTIAL FINANCIAL, INC | $2,553 | $5,432 |
| 23 SHARES FIRST NATIONAL COMMUNITY BANCORP, INC | $151 | $218 |
| 3862 SHARES DHT HOLDINGS, INC | $65,300 | $19,967 |
| 438 SHARES FNB CORP | $2,804 | $5,348 |
| 1500 SHARES ESSA BANCORP | $17,978 | $25,875 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEES | $15 | $0 | $0 |
| MISCELLANEOUS | $14 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2021 ESTIMATED TAXES | $1,080 | $0 | $0 |
| 2020 TAX | $172 | $0 | $0 |
| 4720 EXCISE TAX | $6,603 | $0 | $0 |