SORDONI FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SORDONI FOUNDATION INC (EIN 46-0728514)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-19
- IRS object ID
- 202031419349100513
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- 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 | 2020-05-19T04:36:22-00:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 14 W Northampton Street | AddressLine1Txt |
| City | Wilkes Barre | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | 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 | ANDREW SORDONI III | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Signature | 2020-05-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Robert J Korjeski CPA | PreparerPersonNm |
| Phone | 5702082981 | PhoneNum |
| Preparation | 2020-05-19 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 75.97.156.110 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-05-20 | IPDt |
| IP Tm | 17:42:28 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C6B99C8AB583D9C7D338DEF14D32BC08E9095AEB | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C6B99C8AB583D9C7D338DEF14D32BC08E9095AEB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-06 18:47:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,167,927 | 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 | $50,023 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $50,023 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $160,922 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $160,922 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $184,111 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,003,267 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $184,111 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $395,056 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $395,056 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,236 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,118 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,118 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $35,349 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $35,349 | OtherProfFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $158 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $79 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $79 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $37,743 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $36,546 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,197 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $447,908 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $447,908 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $485,651 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $36,546 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $449,105 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$90,595 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $358,510 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $535,654 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $529,688 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $529,688 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $8,235,148 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,638,239 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,638,239 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,770,802 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,167,927 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,167,927 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $8,770,802 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,167,927 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,770,802 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,167,927 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,770,802 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,167,927 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,770,802 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$90,595 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,487,720 | OtherIncreasesAmt |
| Subtotal | $10,167,927 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $10,167,927 | 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 MANAGEMENT | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2018-01-01 | AcquiredDt |
| Sold | 2019-12-31 | SoldDt |
| Gross Sales Price | $2,003,267 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,819,156 | CostOrOtherBasisAmt |
| Gain Or Loss | $184,111 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $184,111 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $184,111 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $463,253 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,615,753 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 000000.048176 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $431,910 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,349,953 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 000000.046194 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $483,794 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,648,805 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 000000.055938 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $437,263 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,103,412 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 000000.048033 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $392,501 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,802,000 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 000000.044592 | DistributionYr5Rt |
| Total Distribution | 000000.242933 | TotalDistributionRt |
| Average Distribution | 000000.048587 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,482,276 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $460,715 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,585 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $464,300 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $449,105 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,170 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,170 | SubtotalAmt |
| Tax Based On Investment Income | $7,170 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,574 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $11,574 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $11,574 | OriginalReturnTaxPaidAmt |
| Overpayment | $4,404 | OverpaymentAmt |
| Applied To ES Tax | $4,404 | 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 | false | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ANDREW J SORDONI | 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 |
| 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 (6 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 | PRES TREAS | 000.00 | $0 |
| DINA ORLANDO | ||||||
| 45 OWEN STREET | FORTY FORT | PA | 18704 | ASST SEC TREAS | 000.00 | $0 |
| PATRICK J SOLANO | ||||||
| 45 OWEN STREET | FORTY FORT | PA | 18704 | DIRECTOR | 000.00 | $0 |
| SUSAN F SORDONI MD | ||||||
| 45 OWEN STREET | FORTY FORT | PA | 18704 | DIRECTOR | 000.00 | $0 |
| JOHN J MENAPACE | ||||||
| 45 OWEN STREET | FORTY FORT | PA | 18704 | DIRECTOR | 000.00 | $0 |
| MARIA SORDONI HUDACEK | ||||||
| 45 OWEN STREET | FORTY FORT | PA | 18704 | DIRECTOR | 000.00 | $0 |
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 | $9,144,016 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $482,660 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,626,676 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $9,626,676 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $144,400 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,482,276 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $474,114 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $474,114 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,170 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,170 | TotalTaxAmt |
| Distributable Before Adj | $466,944 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $466,944 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $466,944 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $449,105 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $449,105 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $449,105 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $466,944 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $268,478 | UndistributedIncomePYAmt |
| Qualifying Distributions | $449,105 | QualifyingDistributionsAmt |
| Applied To Year1 | $268,478 | AppliedToYear1Amt |
| Applied To Current Year | $180,627 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $286,317 | 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 (26 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 |
| King's College | |||||||
| River Street | Wilkes Barre | PA | 18701 | None | PC | Charitable | $32,908 |
| Luzerne County Historical Society | |||||||
| 49 South Franklin Street | Wilkes Barre | PA | 18701 | None | PC | Charitable | $1,000 |
| Norman Rockwell Museum | |||||||
| 9 Glendale Road | Stockbridge | MA | 01262 | None | PC | Charitable | $75,000 |
| Back Mountain Memorial Library Assoc | |||||||
| 96 Huntsville Road | Dallas | PA | 18612 | None | PC | Charitable | $10,000 |
| Geisinger Commonwealth Medical College | |||||||
| 525 Pine Street | Scranton | PA | 18510 | None | PC | Charitable | $20,000 |
| Magee Rehabilitation Hospital | |||||||
| 1513 Race Street | Philadelphia | PA | 19102 | None | PC | Charitable | $50,000 |
| Dietrich TheaterWyoming Cty Cultural Ctr | |||||||
| 60 E Tioga Street | Tunkhannock | PA | 18657 | None | PC | Charitable | $12,500 |
| Lackawanna College | |||||||
| 501 Vine Street | Scranton | PA | 18509 | None | PC | Charitable | $50,000 |
| Institute for Public Policy & Economic Devel | |||||||
| 84 W South Street | Wilkes Barre | PA | 18766 | None | PC | Charitable | $10,000 |
| Misericordia University | |||||||
| 301 Lake Street | Dallas | PA | 18612 | None | PC | Charitable | $10,000 |
| Osterhout Free Library | |||||||
| 71 South Franklin Street | Wilkes Barre | PA | 18701 | None | PC | Charitable | $2,500 |
| United Way of Wyoming Valley | |||||||
| 100 N Pennsylvania Ave- 2nd Flr | Wilkes Barre | PA | 18701 | None | PC | Charitable | $15,000 |
| Volunteers in Medicine | |||||||
| 190 N Pennsylvania Ave | Wilkes Barre | PA | 18702 | None | PC | Charitable | $60,000 |
| COMMONWEALTH FOUNDATION | |||||||
| 225 State Street | Harrisburg | PA | 17101 | None | PC | Charitable | $10,000 |
| WVIA | |||||||
| 100 WVIA Way | Pittston | PA | 18640 | None | PC | Charitable | $25,000 |
| ACTA | |||||||
| 1730 M Street NW | Washington | DC | 20036 | None | PC | Charitable | $1,000 |
| Back Mountain Memorial Library Assoc | |||||||
| 96 Huntsville Road | Dallas | PA | 18612 | None | PC | Charitable | $8,000 |
| CATO Institute | |||||||
| 1000 Massachusetts Avenue NW | Washington | DC | 20001 | None | PC | Charitable | $1,000 |
| Heritage Foundation | |||||||
| 214 Massachusetts Avenue NE | Washington | DC | 20002 | None | PC | Charitable | $1,000 |
| Norman Rockwell Museum | |||||||
| 9 Glendale Road | Stockbridge | MA | 01262 | None | PC | Charitable | $25,000 |
| Pennsylvania Chamber Educational Fdn | |||||||
| 417 Walnut Street | Harrisburg | PA | 17101 | None | PC | Charitable | $10,000 |
| PA Economy League | |||||||
| 88 North Franklin Street | Wilkes Barre | PA | 18701 | None | PC | Charitable | $1,000 |
| Society of Illustrators | |||||||
| 128 East 63rd Street | New York | NY | 10021 | None | PC | Charitable | $5,000 |
| Wilkes University - Sordoni Art Gallery | |||||||
| 141 South Main Street | Wilkes Barre | PA | 18701 | None | PC | Charitable | $10,000 |
| American Transparency | |||||||
| 200 S Frontage Rd | Burr Ridge | IL | 60527 | None | PC | Charitable | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $447,908 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $50,023 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $160,922 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $184,111 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $395,056 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $395,056 | 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 | $2,236 | Amt |
| Net Investment Income | $1,118 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,118 | 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 | $9,638,239 | BookValueAmt |
| EOYFMV | $9,638,239 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $158 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $79 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $79 | DisbursementsCharitablePrpsAmt |
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 | $1,487,720 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $35,349 | Amt |
| Net Investment Income | $35,349 | NetInvestmentIncomeAmt |
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