SORDONI FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SORDONI FOUNDATION INC (EIN 46-0728514)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-07
- IRS object ID
- 201911339349101151
- Schema version
- 2018v3.1
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-07T12:57:05-00:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 St | 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 | 2018-01-01 | 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 J SORDONI III | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Signature | 2019-05-07 | 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 | 2019-05-07 | 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 | 2019-05-13 | IPDt |
| IP Tm | 13:34:58 | 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 | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,770,802 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $45,649 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $45,649 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $150,535 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $150,535 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $58,236 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $808,471 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $58,236 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $254,420 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $254,420 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,170 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,085 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,085 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $31,833 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $31,833 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $25,947 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $428 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $214 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $214 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $60,378 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $33,132 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,299 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $461,954 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $461,954 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $522,332 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $33,132 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $463,253 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$267,912 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $221,288 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,199,806 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $535,654 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $535,654 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $8,638,329 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,235,148 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,235,148 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,838,135 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,770,802 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,770,802 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $9,838,135 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,770,802 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,838,135 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,770,802 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,838,135 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,770,802 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,838,135 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$267,912 | ExcessRevenueOverExpensesAmt |
| Subtotal | $9,570,223 | SubtotalAmt |
| Other Decreases | $799,421 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,770,802 | 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 | 2017-01-01 | AcquiredDt |
| Sold | 2018-12-31 | SoldDt |
| Gross Sales Price | $808,471 | GrossSalesPriceAmt |
| Cost Or Other Basis | $750,235 | CostOrOtherBasisAmt |
| Gain Or Loss | $58,236 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $58,236 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $58,236 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $431,910 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,349,953 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 000.046194 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $483,794 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,648,805 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 000.055938 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $437,263 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,103,412 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 000.048033 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $392,501 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,802,000 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 000.044592 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $356,002 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,889,679 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 000.045122 | DistributionYr5Rt |
| Total Distribution | 000.239879 | TotalDistributionRt |
| Average Distribution | 000.047976 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,615,753 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $461,325 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,213 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $463,538 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $463,253 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,426 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,426 | SubtotalAmt |
| Tax Based On Investment Income | $4,426 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $16,000 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $16,000 | OriginalReturnTaxPaidAmt |
| Overpayment | $11,574 | OverpaymentAmt |
| Applied To ES Tax | $11,574 | 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 | 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 | $8,765,027 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $997,159 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,762,186 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $9,762,186 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $146,433 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,615,753 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $480,788 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $480,788 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,426 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,426 | TotalTaxAmt |
| Distributable Before Adj | $476,362 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $476,362 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $476,362 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $463,253 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $463,253 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $463,253 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $476,362 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $255,369 | UndistributedIncomePYAmt |
| Qualifying Distributions | $463,253 | QualifyingDistributionsAmt |
| Applied To Year1 | $255,369 | AppliedToYear1Amt |
| Applied To Current Year | $207,884 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $268,478 | 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 (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| WILKES UNIVERSITY | |||||||
| PO BOX 111 | WILKES BARRE | PA | 18766 | NONE | PC | CHARITABLE | $75,000 |
| KINGS COLLEGE | |||||||
| 133 N RIVER ST | WILKES BARRE | PA | 18711 | NONE | PC | CHARITABLE | $36,954 |
| NATIONAL RIGHT TO WORK LEGAL DEF FDN | |||||||
| 80001 BRADDOCK RD ST 500 | SPRINGFIELD | VA | 22151 | NONE | PC | CHARITABLE | $2,000 |
| MARYWOOD UNIVERSITY | |||||||
| 200 ADAMS AVE | SCRANTON | PA | 18509 | NONE | PC | CHARITABLE | $5,000 |
| PA ECONOMY LEAGUE | |||||||
| 88 NORTH FRANKLIN ST | WILKES BARRE | PA | 18701 | NONE | PC | CHARITABLE | $1,000 |
| INSTITUTE FOR PUBLIC POLICY & ECON DEV | |||||||
| 84 W SOUTH ST | WILKES BARRE | PA | 18766 | NONE | PC | CHARITABLE | $10,000 |
| NATIONAL COMEDY CENTER | |||||||
| 203 WEST SECOND ST | JAMESTOWN | NY | 14701 | NONE | PC | CHARITABLE | $5,000 |
| COMMISSION ON ECONOMIC OPPORTUNITY | |||||||
| 165 AMBER LANE | WILKES BARRE | PA | 18703 | NONE | PC | CHARITABLE | $5,000 |
| GEISINGER COMMONWEALTH SCH OF MED | |||||||
| 525 PINE ST | SCRANTON | PA | 18509 | NONE | PC | CHARITABLE | $25,000 |
| LUZERNE CNTY CHILD ADVOCACY CTR | |||||||
| 187 HANOVER ST | WILKES BARRE | PA | 18702 | NONE | PC | CHARITABLE | $5,000 |
| MAGEE REHABILITATION HOSPITAL | |||||||
| 1513 RACE ST | PHILADELPHIA | PA | 19102 | NONE | PC | CHARITABLE | $50,000 |
| OSTERHOUT FREE LIBRARY | |||||||
| 71 S FRANKLIN ST | WILKES BARRE | PA | 18701 | NONE | PC | CHARITABLE | $2,500 |
| UNITED WAY OF WYOMING VALLEY | |||||||
| 100 N PENNSYLVANIA AVE | WILKES BARRE | PA | 18701 | NONE | PC | CHARITABLE | $15,000 |
| VOLUNTEERS IN MEDICINE | |||||||
| 190 N PENNSYLVANIA AVE | WILKES BARRE | PA | 18702 | NONE | PC | CHARITABLE | $25,000 |
| DIETRICH THEATER WYOM CTY CULTURAL CTR | |||||||
| 60 E TIOGA ST | TUNKHANNOCK | PA | 18657 | NONE | PC | CHARITABLE | $12,500 |
| LACKAWANNA COLLEGE | |||||||
| 501 VINE ST | SCRANTON | PA | 18509 | NONE | PC | CHARITABLE | $50,000 |
| MISERICORDIA UNIVERSITY | |||||||
| 301 LAKE ST | DALLAS | PA | 18612 | NONE | PC | CHARITABLE | $10,000 |
| COMMONWEALTH FOUNDATION | |||||||
| 225 STATE ST SUITE 302 | HARRISBURG | PA | 17101 | NONE | PC | CHARITABLE | $25,000 |
| NORMAN ROCKWELL MUSEUM | |||||||
| 9 GLENDALE ROAD | STOCKBRIDGE | MA | 01262 | NONE | PC | CHARITABLE | $75,000 |
| WVIA | |||||||
| 100 WVIA WAY | PITTSTON | PA | 18640 | NONE | PC | CHARITABLE | $10,000 |
| CATO INSTITUTE | |||||||
| 1000 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | NONE | PC | CHARITABLE | $1,000 |
| HERITAGE FOUNDATION | |||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | NONE | PC | CHARITABLE | $1,000 |
| PENNSYLVANIA CHAMBER EDUCATION FDN | |||||||
| 417 WALNUT ST | HARRISBURG | PA | 17101 | NONE | PC | CHARITABLE | $10,000 |
| SOCIETY OF ILLUSTRATORS | |||||||
| 128 E 63RD ST | NEW YORK | NY | 10021 | NONE | PC | CHARITABLE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $461,954 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $45,649 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $150,535 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $58,236 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $254,420 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $254,420 | 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 | $2,170 | Amt |
| Net Investment Income | $1,085 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,085 | 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 | $8,235,148 | BookValueAmt |
| EOYFMV | $8,235,148 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT TO REFLECT SECURITIES AT MKT VALUE INCLUDING UNREALIZED GAINS/LOSSES | Desc |
| Amt | $799,421 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $428 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $214 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $214 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $31,833 | Amt |
| Net Investment Income | $31,833 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $25,947 | Amt |
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