SORDONI FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- SORDONI FOUNDATION INC (EIN 46-0728514)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-11
- IRS object ID
- 201841319349100939
- Schema version
- 2017v2.3
- 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 Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-11T12:20:39-00:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | WilkesBarre | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18701 | 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 | 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 | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Signature | 2018-05-11 | 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 | 2018-05-11 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,838,135 | 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 | $39,373 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $39,373 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $140,783 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $140,783 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $647,472 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,883,806 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $647,472 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $827,628 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $827,628 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $35,032 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $35,032 | OtherProfFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $430 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $215 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $215 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $38,462 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $36,747 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,715 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $430,195 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $430,195 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $468,657 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $36,747 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $431,910 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $358,971 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $790,881 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $477,293 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,199,806 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,199,806 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $8,447,043 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,638,329 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,638,329 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,924,336 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,838,135 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,838,135 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $8,924,336 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,838,135 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,924,336 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,838,135 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,924,336 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,838,135 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,924,336 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $358,971 | ExcessRevenueOverExpensesAmt |
| Other Increases | $554,828 | OtherIncreasesAmt |
| Subtotal | $9,838,135 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $9,838,135 | 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 | 2016-01-01 | AcquiredDt |
| Sold | 2017-12-31 | SoldDt |
| Gross Sales Price | $2,883,806 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,236,334 | CostOrOtherBasisAmt |
| Gain Or Loss | $647,472 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $647,472 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $647,472 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $483,794 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,648,805 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 000.055938 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $437,263 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,103,412 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 000.048033 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $392,501 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,802,000 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 000.044592 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $356,002 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,889,679 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 000.045122 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $333,142 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,974,730 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 000.047764 | DistributionYr5Rt |
| Total Distribution | 000.241449 | TotalDistributionRt |
| Average Distribution | 000.048290 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,349,953 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $451,509 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,909 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $459,418 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $431,910 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,818 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $15,818 | SubtotalAmt |
| Tax Based On Investment Income | $15,818 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,871 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,871 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $5,871 | OriginalReturnTaxPaidAmt |
| Tax Due | $9,947 | TaxDueAmt |
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 |
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 SEREYKA | ||||||
| 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 | $8,777,922 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $714,416 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,492,338 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $9,492,338 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $142,385 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,349,953 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $467,498 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $467,498 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,818 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,818 | TotalTaxAmt |
| Distributable Before Adj | $451,680 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $451,680 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $451,680 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $431,910 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $431,910 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $431,910 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $451,680 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $235,599 | UndistributedIncomePYAmt |
| Qualifying Distributions | $431,910 | QualifyingDistributionsAmt |
| Applied To Year1 | $235,599 | AppliedToYear1Amt |
| Applied To Current Year | $196,311 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $255,369 | 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 (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| KINGS COLLEGE | |||||||
| 133 N RIVER ST | WILKES BARRE | PA | 18711 | NONE | PC | CHARITABLE | $33,695 |
| INSTITUTE FOR PUBLIC POLICY & ECONOMIC DEVELOPMENT | |||||||
| 84 W SOUTH ST | WILKES BARRE | PA | 18766 | NONE | PC | CHARITABLE | $10,000 |
| PA ECONOMY LEAGUE | |||||||
| 88 NORTH FRANKLIN ST | WILKES BARRE | PA | 18701 | NONE | PC | CHARITABLE | $1,000 |
| WILKES UNIVERSITY | |||||||
| PO BOX 111 | WILKES BARRE | PA | 18766 | NONE | PC | CHARITABLE | $150,000 |
| FINE ARTS FIESTA | |||||||
| PO BOX 2053 | WILKES BARRE | PA | 18703 | NONE | PC | CHARITABLE | $1,000 |
| OSTERHOUT FREE LIBRARY | |||||||
| 71 SOUTH FRANKLIN ST | WILKES BARRE | PA | 18701 | NONE | PC | CHARITABLE | $2,500 |
| PENNSYLVANIA CHAMBER EDUCATIONAL FOUNDATION | |||||||
| 417 WALNUT ST | HARRISBURG | PA | 17101 | NONE | PC | CHARITABLE | $7,500 |
| NORMAN ROCKWELL MUSEUM | |||||||
| 9 GLENDALE ROAD | STOCKBRIDGE | MA | 01262 | NONE | PC | CHARITABLE | $50,000 |
| COMMISSION ON ECONOMIC OPPURTUNITY | |||||||
| 165 AMBER LANE | WILKES BARRE | PA | 18703 | NONE | PC | CHARITABLE | $5,000 |
| GEISINGER COMMNWEALTH SCHOOL OF MEDICINE | |||||||
| 525 PINE ST | SCRANTON | PA | 18509 | NONE | PC | CHARITABLE | $22,500 |
| COMMONWEALTH FOUNDATION | |||||||
| 225 STATE STREET SUITE 302 | HARRISBURG | PA | 17101 | NONE | PC | CHARITABLE | $12,000 |
| GEISINGER HEALTH SYSTEM | |||||||
| 100 N ACADEMY AVE | DANVILLE | PA | 17822 | NONE | PC | CHARITABLE | $30,000 |
| LUZERNE COUNTY CHILD ADVOCACY CT | |||||||
| 187 HANOVER ST | WILKES BARRE | PA | 18702 | NONE | PC | CHARITABLE | $5,000 |
| LUZERNE COUNTY HISTORICAL SOCIETY | |||||||
| 49 S FRANKLIN ST | WILKES BARRE | PA | 18701 | NONE | PC | CHARITABLE | $5,000 |
| MARYWOOD UNIVERSITY | |||||||
| 200 ADAMS AVE | SCRANTON | PA | 18509 | NONE | PC | CHARITABLE | $30,000 |
| UNITED WAY OF WYOMING VALLEY | |||||||
| 100 N PENNSYLVANIA AVE 2ND FL | 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 |
| WVIA PUBLIC BROADCASTING | |||||||
| 100 WVIA WAY | PITTSTON | PA | 18704 | NONE | PC | CHARITABLE | $10,000 |
| MAGEE REHABILITATION HOSPITAL | |||||||
| 1513 RACE ST | PHILADELPHIA | PA | 19102 | NONE | PC | CHARITABLE | $5,000 |
| ACTA | |||||||
| 1730 M STREET NW | WASHINGTON | DC | 20036 | NONE | PC | CHARITABLE | $1,000 |
| 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 |
| SOCIETY OF ILLUSTRATORS | |||||||
| 128 EAST 63RD STREET | NEW YORK | NY | 10065 | NONE | PC | CHARITABLE | $5,000 |
| WESTMORELAND MUSEUM | |||||||
| 221 N MAIN STREET | GREENSBURG | PA | 15601 | NONE | PC | CHARITABLE | $1,000 |
| FRANK E SCHOONOVER FUND INC | |||||||
| 9 GLENDALE ROAD | STOCKBRIDGE | MA | 01262 | NONE | PC | CHARITABLE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $430,195 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $39,373 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $140,783 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $647,472 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $827,628 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $827,628 | 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 | BAKER TILLY VIRCHOW KRAUSE LLP | CategoryTxt |
| Amt | $3,000 | Amt |
| Net Investment Income | $1,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,500 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
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 | $8,638,329 | BookValueAmt |
| EOYFMV | $8,638,329 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $430 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $215 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $215 | 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 | $554,828 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $35,032 | Amt |
| Net Investment Income | $35,032 | NetInvestmentIncomeAmt |
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