BENEVENTO & MAYO FOUNDATION TR: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- BENEVENTO & MAYO FOUNDATION TR (EIN 23-7880441)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-29
- IRS object ID
- 201811499349100311
- Schema version
- 2017v2.2
- 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
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-29T12:25:37-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY VIRCHOW KRAUSE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 46 PUBLIC SQUARE | AddressLine1Txt |
| City | WILKESBARRE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 187012681 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237880441 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENEVENTO AND MAYO FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BENE | BusinessNameControlTxt |
| Phone | 5708247895 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1575 WYOMING AVENUE | AddressLine1Txt |
| City | FORTY FORT | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18704 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN PARENTE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5708247896 | PhoneNum |
| Signature | 2018-05-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LISA VALENTI | PreparerPersonNm |
| PTIN | P00394585 | PTIN |
| Phone | 5708200100 | PhoneNum |
| Preparation | 2018-05-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,368,949 | 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 | $350 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $47 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $47 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $136,946 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $116,872 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,025 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,025 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,025 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $140,368 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $119,944 | 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 |
| Accounting Fees Rev And Expnss | $1,875 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $937 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $938 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,304 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $7 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $27 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $13 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $14 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,206 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $958 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $959 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $66,550 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $66,550 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $73,756 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $958 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $67,509 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $66,612 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $118,986 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $150,610 | CashBOYAmt |
| Cash EOY | $237,296 | CashEOYAmt |
| Cash EOYFMV | $237,296 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $1,540 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,540 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,540 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $5,726,267 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,130,113 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,130,113 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,878,417 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,368,949 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,368,949 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $5,878,417 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,368,949 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,878,417 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,368,949 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,878,417 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,368,949 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,878,417 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $66,612 | ExcessRevenueOverExpensesAmt |
| Other Increases | $20,074 | OtherIncreasesAmt |
| Subtotal | $5,965,103 | SubtotalAmt |
| Other Decreases | $596,154 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,368,949 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAINS DIVIDENDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $3,025 | GrossSalesPriceAmt |
| Gain Or Loss | $3,025 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $3,025 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,025 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $144,930 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,337,605 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.033412 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $204,379 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,914,408 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052212 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $221,109 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,940,333 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.056114 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $130,115 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,116,303 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041753 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $55,898 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,425,605 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.039210 | DistributionYr5Rt |
| Total Distribution | 0.222701 | TotalDistributionRt |
| Average Distribution | 0.044540 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,413,006 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $241,095 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,190 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $242,285 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $67,509 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,380 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,380 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,380 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,420 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,420 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,040 | OverpaymentAmt |
| Applied To ES Tax | $1,040 | 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 | JOHN PARENTE TRUSTEE | IndividualWithBooksNm |
| Phone | 5707635030 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1575 WYOMING AVENUE | AddressLine1Txt |
| City | FORTY FORT | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18704 | 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 |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
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 |
|---|---|---|---|---|---|---|---|---|
| MARY M PARENTE | ||||||||
| 1575 WYOMING AVENUE | FORTY FORT | PA | 18704 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| BRIAN J PARENTE | ||||||||
| 1575 WYOMING AVENUE | FORTY FORT | PA | 18704 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| JOHN PARENTE | ||||||||
| 1575 WYOMING AVENUE | FORTY FORT | PA | 18704 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| CHARLES E PARENTE JR | ||||||||
| 1575 WYOMING AVENUE | FORTY FORT | PA | 18704 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| MARLA PARENTE | ||||||||
| 1575 WYOMING AVENUE | FORTY FORT | PA | 18704 | TRUSTEE | 0.00 | $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 | $5,287,506 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $207,932 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,495,438 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,495,438 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $82,432 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,413,006 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $270,650 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $270,650 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,380 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,380 | TotalTaxAmt |
| Distributable Before Adj | $268,270 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $268,270 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $268,270 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $67,509 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $67,509 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $67,509 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $268,270 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $66,543 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $67,509 | QualifyingDistributionsAmt |
| Applied To Year1 | $66,543 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $966 | 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 | $267,304 | 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 (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BACK MOUNTAIN POLICE ASSOCIATION | |||||||
| PO BOX 1731 | SHAVERTOWN | PA | 18708 | NONE | GOV | CHARITABLE | $1,000 |
| BLUE CHIP FARM ANIMAL REFUGE | |||||||
| 974 LOCKVILLE ROAD | DALLAS | PA | 18612 | NONE | PC | CHARITABLE | $5,000 |
| JEWISH COMMUNITY ALLIANCE OF NEPA | |||||||
| 60 S RIVER STREET | WILKESBARRE | PA | 18702 | NONE | PC | EDUCATIONAL - JCC DAY CAMP | $6,250 |
| LUZERNE FOUNDATION | |||||||
| 140 MAIN STREET | LUZERNE | PA | 18709 | NONE | PC | CHARITABLE - HUNTS FOR HEALING | $5,500 |
| NORTHMORELAND VOLUNTEER FIRE COMPANY | |||||||
| 1618 DEMUNDS ROAD | DALLAS | PA | 18612 | NONE | GOV | CHARITABLE | $6,000 |
| OSTERHOUT FREE LIBRARY | |||||||
| 71 S FRANKLIN STREET | WILKESBARRE | PA | 18701 | NONE | GOV | EDUCATIONAL | $500 |
| OUR LADY OF VICTORY CHURCH | |||||||
| POLE 26 | HARVEYS LAKE | PA | 18618 | NONE | PC | CHARITABLE | $7,500 |
| PENNSYLVANIA AL-ANON ASSEMBLY AL-ANON FAMILY GROUPS INC | |||||||
| 4143 MEMORIAL HIGHWAY | DALLAS | PA | 18612 | NONE | PC | CHARITABLE - TRIANGLE 24-HOUR AA CLUBHOUSE | $10,000 |
| THE ULMAN CANCER FUND FOR YOUNG ADULTS | |||||||
| 1215 EAST FORT AVENUE STE 104 | BALTIMORE | MD | 21230 | NONE | PC | CHARITABLE- ORG PROVIDES SCHOLARSHIPS FOR YOUNG ADULTS WITH CANCER | $500 |
| UNITED WAY OF WYOMING VALLEY | |||||||
| 8 WEST MARKET STREET | WILKESBARRE | PA | 18701 | NONE | PC | CHARITABLE | $10,000 |
| WYOMING SEMINARY | |||||||
| 201 NORTH SPRAGUE AVENUE | KINGSTON | PA | 18704 | NONE | GOV | EDUCATIONAL | $13,000 |
| WYOMING VALLEY CHILDREN'S ASSN | |||||||
| 1133 WYOMING AVE | FORTY FORT | PA | 18704 | NONE | PC | CHARITABLE | $1,300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $66,550 | 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 | $47 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $136,946 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,025 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $140,018 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $140,018 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $1,875 | Amt |
| Net Investment Income | $937 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $938 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | AMENDED RETURN EXPLANATION | IdentifierTxt |
| Form And Line Reference | FORM 990PF, ITEM G | FormAndLineReferenceDesc |
| Medium Explanation | EXPLANATION OF AMENDED RETURN:THE TAXPAYER IS AMENDING THE 2017 FORM 990-PF FOLLOWING THE RECEIPT OF A CORRECTED 2017 FORM 1099 DATED MARCH 17, 2018 FROM RBC CAPITAL MARKETS, LLC. THIS CORRECTED 2017 FORM 1099 RECLASSIFIED $19,088 FROM DIVIDEND INCOME TO NONTAXABLE DISTRIBUTIONS.THE TAXPAYER HAS UPDATED PART I, LINE 4 DIVIDENDS AND INTEREST FROM SECURITIES AND PART II, LINE 10B INVESTMENTS CORPORATE STOCK TO REFLECT THIS CHANGE.THE RECLASSIFICATION FROM DIVIDEND INCOME TO NONTAXABLE DISTRIBUTIONS RESULTS IN A REDUCTION IN TAX ON INVESTMENT INCOME FROM $3,143 TO $2,380 AND INCREASES THE OVERPAYMENT APPLIED TO TAX YEAR 2018 FROM $277 TO $1,040. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 80758 SHS COMMUNITY BANK SYSTEMS, INC | $4,340,742 | $4,340,742 |
| 500 SHS JOHNSON & JOHNSON | $69,860 | $69,860 |
| 1000 SHS SYSCO | $60,730 | $60,730 |
| 4125 SHS AGIC FUND | $87,161 | $87,161 |
| 2800 SHS GABELLI DIV FUND | $65,548 | $65,548 |
| 29000 SHS LMP INCOME FUND | $385,462 | $385,462 |
| 1500 SHS W.P. CAREY INC | $103,350 | $103,350 |
| 456 SHS BALL CORP | $17,260 | $17,260 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED APPRECIATION (DEPRECIATION) IN MARKETABLE SECURITIES | Desc |
| Amt | $596,154 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $27 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $13 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $14 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON DIVIDEND DISTRIBUTION | Desc |
| Amt | $20,074 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $5,289 | $0 | $0 |
| PA IPPC FEE | $15 | $8 | $7 |
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