THE BLACK HORSE FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- THE BLACK HORSE FOUNDATION INC (EIN 23-2725907)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-13
- IRS object ID
- 201601349349101260
- Schema version
- 2015v2.1
- 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
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-13T10:04:12-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 203907569 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GATTUSO GROUP INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 WYOMING AVENUE | AddressLine1Txt |
| City | FORTY FORT | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18704 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232725907 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BLACKHORSE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BLAC | BusinessNameControlTxt |
| Phone | 5708221151 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 454 SOUTH MAIN STREET | AddressLine1Txt |
| City | WILKESBARRE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18701 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RONALD W SIMMS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5708221151 | PhoneNum |
| Signature | 2016-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES J GATTUSO JR CPA | PreparerPersonNm |
| PTIN | P00018917 | PTIN |
| Phone | 5707184120 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,842,729 | 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 | $19,717 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $6,766 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,766 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $116,311 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $116,311 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $6,000 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $6,000 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $948 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$13,783 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $51,102 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $60 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $60 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $135,071 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $129,137 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,613 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,613 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $310 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $310 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $1,129 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $1,129 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $164,347 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $163,486 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $169,399 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $168,538 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $280,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $280,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $449,599 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $168,538 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $280,200 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$314,528 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $45,348 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $26,973 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $26,973 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $825,827 | CorporateStockBOYAmt |
| Corporate Stock EOY | $773,995 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,789,299 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $27,077 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $620 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $26,767 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $26,457 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $26,457 | LandBldgInvestmentsEOYFMVAmt |
| Total Assets BOY | $897,942 | TotalAssetsBOYAmt |
| Total Assets EOY | $827,425 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,842,729 | 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 | $897,942 | RetainedEarningBOYAmt |
| Retained Earning EOY | $827,425 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $897,942 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $827,425 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $897,942 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $827,425 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $897,942 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$314,528 | ExcessRevenueOverExpensesAmt |
| Other Increases | $244,011 | OtherIncreasesAmt |
| Subtotal | $827,425 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $827,425 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|---|
| SEC 1231 - ENERGY TRANSFER EQUITY LP | D | 1992-02-11 | 2015-12-31 | $10 | -$10 | -$10 | |
| SEC 1231 - ENERGY TRANSFER PARTNERS LP | D | 1992-02-11 | 2015-12-31 | $2,406 | -$2,406 | -$2,406 | |
| SEC 1231 - REGENCY ENERGY PARTNERS LP | D | 1992-02-11 | 2015-12-31 | $276 | -$276 | -$276 | |
| SEC 1231 - SUNOCO LOGISTICS PARTNERS LP | D | 1992-02-11 | 2015-12-31 | $148 | -$148 | -$148 | |
| SEC 1231 - SUNOCO LP | D | 1992-02-11 | 2015-12-31 | $9 | -$9 | -$9 | |
| LTCG - ENERGY TRANSFER EQUITY LP | D | 1992-02-11 | 2015-12-31 | $255 | $255 | $255 | |
| 150 INGERSOLL RAND PLC | P | 2004-09-30 | 2015-12-15 | $3,870 | $4,149 | $4,149 | $8,019 |
| 1600 HP INC | D | 2000-08-01 | 2015-12-15 | $26,756 | -$7,206 | -$7,206 | $19,550 |
| 1600 HEWLETT PACKARD ENT | D | 2000-08-01 | 2015-12-15 | $31,410 | -$8,132 | -$8,132 | $23,278 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$13,783 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $381,370 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,302,943 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.060507 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $210,750 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,658,427 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045241 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $272,788 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,420,856 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.061705 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $229,585 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,392,907 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052263 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $184,678 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,030,259 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045823 | DistributionYr5Rt |
| Total Distribution | 0.265539 | TotalDistributionRt |
| Average Distribution | 0.053108 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,605,266 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $350,792 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $350,792 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $280,200 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,770 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,770 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,770 | OverpaymentAmt |
| Applied To ES Tax | $1,770 | 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 | RONALD W SIMMS | IndividualWithBooksNm |
| Phone | 5708221151 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 454 MAIN STREET | AddressLine1Txt |
| City | WILKESBARRE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18701 | 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 |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RONALD W SIMMS | ||||||||
| 454 SOUTH MAIN STREET | WILKESBARRE | PA | 18701 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| RHEA P SIMMS | ||||||||
| 454 SOUTH MAIN STREET | WILKESBARRE | PA | 18701 | SECRETARY | 5.00 | $0 | $0 | $0 |
| RICHARD A ROSE | ||||||||
| 454 SOUTH MAIN STREET | WILKESBARRE | PA | 18701 | TREASURER | 5.00 | $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) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,632,367 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $73,487 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,705,854 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,705,854 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $100,588 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,605,266 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $330,263 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $330,263 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $330,263 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $330,263 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $330,263 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $280,200 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $280,200 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $280,200 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $330,263 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $12,860 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $69,683 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $82,543 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $280,200 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $280,200 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $50,063 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $50,063 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $32,480 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $32,480 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $32,480 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RONALD W SIMMS | ContributingManagerNm |
| Contributing Manager | RHEA P SIMMS | ContributingManagerNm |
| Contributing Manager | RICHARD A ROSE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (67 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||||
| 71 N FRANKLIN STREET SUITE 110 | WILKESBARRE | PA | 18701 | NONE | PUBLIC | CHARITABLE | $1,000 |
| AMERICAN HEART ASSOCIATION | |||||||
| 613 BALTIMORE DRIVE SUITE 3 | WILKESBARRE | PA | 18702 | NONE | PUBLIC | CHARITABLE | $1,000 |
| ANNUNCIATION GREEK ORTHODOX CHURCH | |||||||
| 32 E ROSS STREET | WILKESBARRE | PA | 18701 | NONE | PUBLIC | CHARITABLE | $1,000 |
| ARTHRITIS FOUNDATION | |||||||
| 57 N FRANKLIN STREET | WILKESBARRE | PA | 18701 | NONE | PUBLIC | CHARITABLE | $100 |
| ASYR CALDWELL CONSISTORY | |||||||
| 150 MARKET STREET | BLOOMSBURG | PA | 17815 | NONE | PUBLIC | CHARITABLE | $1,000 |
| ASHLEY LUYSTER FUND | |||||||
| 36 SANDY BEACH ROAD | CLIFTON TWP | PA | 18424 | NONE | PUBLIC | CHARITABLE | $200 |
| ASSOCIATION OF THE BLIND | |||||||
| 1825 WYOMING AVENUE | EXETER | PA | 18643 | NONE | PUBLIC | CHARITABLE | $500 |
| BACK MOUNTAIN MEMORIAL LIBRARY | |||||||
| 96 HUNTSVILLE ROAD | DALLAS | PA | 18612 | NONE | PUBLIC | CHARITABLE | $100 |
| BLUE CHIP ANIMAL REFUGE | |||||||
| 974 LOCKVILLE ROAD | DALLAS | PA | 18612 | NONE | PUBLIC | CHARITABLE | $1,000 |
| BUSCH WILDLIFE SANCTUARY | |||||||
| 2500 JUPITER PARK DRIVE | JUPITER | FL | 33458 | NONE | PUBLIC | CHARITABLE | $3,000 |
| CARE & CONCERN MINISTRIES | |||||||
| 35 WILLIAMS STREET | PITTSTON | PA | 18640 | NONE | PUBLIC | CHARITABLE | $1,000 |
| CATHOLIC YOUTH CENTER | |||||||
| 36 WASHINGTON STREET | WILKESBARRE | PA | 18701 | NONE | PUBLIC | CHARITABLE | $100 |
| CENTER FOR EXCELLENCE IN EDUCATION | |||||||
| 8201 GREENBORO DRIVE SUITE 215 | MCLEAN | VA | 22102 | NONE | PUBLIC | CHARITABLE | $10,000 |
| CEO WEINBERG FOOD BANK | |||||||
| 165 AMBER LANE | WILKESBARRE | PA | 18702 | NONE | PUBLIC | CHARITABLE | $100 |
| CHILDRENS HOSPITAL OF PHILADELPHIA | |||||||
| 34TH STREET CIVIC CENTER BLVD | PHILADELPHIA | PA | 18104 | NONE | PUBLIC | CHARITABLE | $100 |
| CHILDRENS SERVICE CENTER | |||||||
| 335 S FRANKLIN STREET | WILKESBARRE | PA | 18702 | NONE | PUBLIC | CHARITABLE | $25,000 |
| CITY OF WILKES-BARRE | |||||||
| 40 E MARKET STREET | WILKESBARRE | PA | 18711 | NONE | PUBLIC | CHARITABLE | $1,000 |
| CLEARBROOK FOUNDATION | |||||||
| 1100 E NORTHAMPTON STREET | WILKESBARRE | PA | 18706 | NONE | PUBLIC | CHARITABLE | $1,000 |
| COMMUNITY CARES FOR KIDS | |||||||
| 1845 MEMORIAL HIGHWAY | SHAVERTOWN | PA | 18708 | NONE | PUBLIC | CHARITABLE | $300 |
| DREXEL UNIVERSITY | |||||||
| 3141 CHESTNUT STREET SUITE 301 | PHILADELPHIA | PA | 19104 | NONE | PUBLIC | CHARITABLE | $100,000 |
| FM KIRBY CENTER FOR THE PERFORMING ARTS | |||||||
| 71 PUBLIC SQUARE | WILKESBARRE | PA | 18702 | NONE | PUBLIC | CHARITABLE | $2,500 |
| FAIRVIEW FIRE DEPARTMENT | |||||||
| 65 SHADY TREE DRIVE | MOUNTAIN TOP | PA | 18707 | NONE | PUBLIC | CHARITABLE | $2,000 |
| FAMILY SERVICE OF NEPA | |||||||
| 100 N WILKES-BARRE BLVD | WILKESBARRE | PA | 18702 | NONE | PUBLIC | CHARITABLE | $100 |
| FINE ARTS FIESTA | |||||||
| PO BOX 2053 | WILKESBARRE | PA | 18701 | NONE | PUBLIC | CHARITABLE | $1,100 |
| FRANKLIN & MARSHALL | |||||||
| 415 HARRISBURG AVENUE | LANCASTER | PA | 17603 | NONE | PUBLIC | CHARITABLE | $1,000 |
| GATE OF HEAVEN-CAROL KRISTAN | |||||||
| 40 MACHELL AVENUE | DALLAS | PA | 18612 | NONE | PUBLIC | CHARITABLE | $250 |
| GEISINGER FOUNDATION | |||||||
| 100 N ACADEMY AVENUE | DANVILLE | PA | 17822 | NONE | PUBLIC | CHARITABLE | $32,500 |
| HANOVER TOWNSHIP POLICE | |||||||
| 1267 SANS SOUCI PARKWAY | HANOVER TOWNSHIP | PA | 18706 | NONE | PUBLIC | CHARITABLE | $500 |
| HOLY CROSS CHURCH | |||||||
| 420 MAIN ROAD | HANOVER TOWNSHIP | PA | 18706 | NONE | PUBLIC | CHARITABLE | $500 |
| HOSPITAL OF SPECIAL SURGERY | |||||||
| 535 E 70TH STREET | NEW YORK | NY | 10021 | NONE | PUBLIC | CHARITABLE | $1,000 |
| JACKSON TOWNSHIP FIRE | |||||||
| 1275 HUNTSVILLE ROAD | JACKSON TOWNSHIP | PA | 18708 | NONE | PUBLIC | CHARITABLE | $500 |
| JEWISH FAMILY & CHILDREN SERVICES | |||||||
| 2100 ARCH STREET 5TH FLOOR | PHILADELPHIA | PA | 19103 | NONE | PUBLIC | CHARITABLE | $150 |
| JOHNS HOPKINS INSTITUTIONS | |||||||
| 600 N WOLFE STREET | BALTIMORE | MD | 21287 | NONE | PUBLIC | CHARITABLE | $1,000 |
| K-9 COMFORT DOGS LUTHERAN CHURCH CHARITIES | |||||||
| 333 W LAKE STREET | ADDISON | IL | 60101 | NONE | PUBLIC | CHARITABLE | $1,500 |
| KATHY PAPEOPEN FOR JUVENILE DIABETES | |||||||
| 120 WALL STREET 19TH FLOOR | NEW YORK | NY | 10005 | NONE | PUBLIC | CHARITABLE | $1,000 |
| KINGS COLLEGE | |||||||
| 133 N RIVER STREET | WILKESBARRE | PA | 18711 | NONE | PUBLIC | CHARITABLE | $10,000 |
| KISS THEATER COMPANY | |||||||
| PO BOX 1132 | WILKESBARRE | PA | 18703 | NONE | PUBLIC | CHARITABLE | $1,000 |
| LUZERNE COUNTY SPCA | |||||||
| 524 E MAIN STREET | WILKESBARRE | PA | 18702 | NONE | PUBLIC | CHARITABLE | $2,000 |
| NATIONAL CENTRE FOR PADRE PIO INC | |||||||
| PO BOX 206 | BARTO | PA | 19504 | NONE | PUBLIC | CHARITABLE | $1,000 |
| NORTH BRANCH LAND TRUST | |||||||
| 11 CARVERTON ROAD | TRUCKSVILLE | PA | 18708 | NONE | PUBLIC | CHARITABLE | $500 |
| NORTHEASTERN PA PHILHARMONIC | |||||||
| 195 HANOVER STREET | WILKESBARRE | PA | 18711 | NONE | PUBLIC | CHARITABLE | $1,000 |
| OSTERHOUT LIBRARY | |||||||
| 71 S FRANKLIN STREET | WILKESBARRE | PA | 18702 | NONE | PUBLIC | CHARITABLE | $500 |
| OUR LADY OF GOOD COUNSEL | |||||||
| 611 KNOWLES AVENUE | SOUTHAMPTON | PA | 189664198 | NONE | PUBLIC | CHARITABLE | $1,000 |
| PINK & BLUE GOLF TOURNAMENT PRESCRIPTION ASSISTANCE | |||||||
| 282 PIERCE STREET | KINGSTON | PA | 18704 | NONE | PUBLIC | CHARITABLE | $1,000 |
| PRESCRIPTION ASSISTANCE FUND | |||||||
| 382 PIERCE STREET | KINGSTON | PA | 18704 | NONE | PUBLIC | CHARITABLE | $100 |
| SALVATION ARMY | |||||||
| 163 HAZLE STREET | WILKESBARRE | PA | 18702 | NONE | PUBLIC | CHARITABLE | $2,500 |
| SORDONI ART GALLERY | |||||||
| 84 W SOUTH STREET | WILKESBARRE | PA | 18766 | NONE | PUBLIC | CHARITABLE | $100 |
| ST JUDE CHILDRENS RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PUBLIC | CHARITABLE | $6,000 |
| ST JOSEPH MARELLO PARISH | |||||||
| 237 WILLIAMS STREET | PITTSTON | PA | 18640 | NONE | PUBLIC | CHARITABLE | $1,000 |
| ST PAUL LUTHERAN CHURCH | |||||||
| RR 4 627A | DALLAS | PA | 18612 | NONE | PUBLIC | CHARITABLE | $1,000 |
| ST NICHLASST MARY'S SCHOOL | |||||||
| 250 S WASHINGTON STREET | WILKESBARRE | PA | 18702 | NONE | PUBLIC | CHARITABLE | $3,500 |
| SEVEN LOAVES SOUP KITCHEN | |||||||
| 51 WARREN STREET | TUNKHANNOCK | PA | 18657 | NONE | PUBLIC | CHARITABLE | $10,000 |
| SPECIAL OLYMPICS | |||||||
| 1 EUNICE KENNEDY SHRIVER WAY | LAWRENCEVILLE | NJ | 08648 | NONE | PUBLIC | CHARITABLE | $1,000 |
| THE COLONIAL WILLIAMSBURG FOUNDATION | |||||||
| PO BOX 1776 | WILLIAMSBURG | VA | 23187 | NONE | PUBLIC | CHARITABLE | $5,000 |
| THE COMMONWEALTH MEDICAL COLLEGE | |||||||
| 150 N WASHINGTON STREET | SCRANTON | PA | 18503 | NONE | PUBLIC | CHARITABLE | $10,000 |
| THE GATHERING PLACE | |||||||
| PO BOX 171 | CLARKS SUMMIT | PA | 18411 | NONE | PUBLIC | CHARITABLE | $500 |
| THE LANDS AT HILLSIDE FARMS | |||||||
| 65 HILLSIDE ROAD | TRUCKSVILLE | PA | 18708 | NONE | PUBLIC | CHARITABLE | $1,000 |
| THE LEEDS ENDOWMENT | |||||||
| 435 SOUTHERN BLVD | WEST PALM BEACH | FL | 33409 | NONE | PUBLIC | CHARITABLE | $10,000 |
| UNITED WAY | |||||||
| 7525 HICKORY HILLS CT | WHITE CREEK | TN | 37189 | NONE | PUBLIC | CHARITABLE | $350 |
| WILKES-BARRE YMCA | |||||||
| 40 W NORTHAMPTON STREET | WILKESBARRE | PA | 18702 | NONE | PUBLIC | CHARITABLE | $500 |
| WVIA | |||||||
| 100 WVIA WAY | PITTSTON | PA | 18640 | NONE | PUBLIC | CHARITABLE | $100 |
| WYOMING AREA CATHOLIC SCHOOL | |||||||
| 1690 WYOMING AVENUE | EXETER | PA | 18643 | NONE | PUBLIC | CHARITABLE | $500 |
| WYOMING SEMINARY | |||||||
| 201 N SPRAGUE AVENUE | KINGSTON | PA | 18704 | NONE | PUBLIC | CHARITABLE | $10,000 |
| WYOMING VALLEY CYC | |||||||
| 36 S WASHINGTON STREET | WILKESBARRE | PA | 18701 | NONE | PUBLIC | CHARITABLE | $600 |
| WYOMING VALLEY CHILDREN ASSOCIATION | |||||||
| 1135 WYOMING AVENUE | FORTY FORT | PA | 18704 | NONE | PUBLIC | CHARITABLE | $100 |
| WYOMING VALLEY MONTESSORI | |||||||
| 851 MARKET STREET | KINGSTON | PA | 18704 | NONE | PUBLIC | CHARITABLE | $250 |
| WYOMING VALLEY UNITED WAY | |||||||
| 8 W MARKET STREET SUITE 450 | WILKESBARRE | PA | 18701 | NONE | PUBLIC | CHARITABLE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $280,200 | 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 | $6,766 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $116,311 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531120 | BusinessCd |
| Unrelated Business Taxbl Incm | $948 | UnrelatedBusinessTaxblIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $60 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$13,783 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $948 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $109,354 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $110,302 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| RICHARD A AND VIRGINIA ROSE | ||||||
| 1 | 225 OLDFIELD ROAD | SHAVERTOWN | PA | 18708 | $2,976 | Yes (X) |
| RICHARD A AND VIRGINIA ROSE | ||||||
| 2 | 225 OLDFIELD ROAD | SHAVERTOWN | PA | 18708 | $7,228 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 125 PHILLIPS 66 | $9,527 | 2015-03-06 |
| 2 | 351 AECOM | $10,190 | 2015-03-10 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Prior Year DepreciationPriorYearDepreciationAmt | LifeLifeRt |
|---|---|---|---|---|---|---|---|
| LAND | 2014-01-01 | $15,000 | L | $0 | $0 | ||
| BUILDING | 2014-01-01 | $12,077 | SL | $310 | $310 | $310 | 39.000000000000 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| M&T BANK CORP | $78,241 | $1,393,570 |
| AMERICA MOVIL | $99,989 | $1,067,210 |
| EMC CORP | $12,107 | $143,808 |
| INGERSOLL RAND | $55,000 | $110,580 |
| SYSCO CORP | $30,173 | $41,000 |
| AIR PRODUCTS | $180,069 | $390,330 |
| CA WATER SERVICE GROUP | $52,100 | $69,810 |
| BRODCADE | $5,360 | $9,180 |
| QUALCOMM | $38,587 | $49,985 |
| CCNFB | $34,029 | $39,650 |
| PROCTOR AND GAMBLE | $54,630 | $79,410 |
| HEWLETT PACKARD | $0 | $0 |
| ENERGY TRANS EQTY | $123,506 | $1,374,000 |
| AECOM | $7,228 | $10,541 |
| PHILLIPS 66 | $2,976 | $10,225 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| LAND | $15,000 | $0 | $15,000 |
| BUILDING | $12,077 | $620 | $11,457 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSE | $61 | $0 | $0 |
| INVEST EXPENSE - K-1 ENERGY TRANSFER PARTNERS | $344 | $344 | $0 |
| INVEST EXPENSE - K-1 SUNOCO LOGISTICS | $40 | $40 | $0 |
| K-1 - ENERGY TRANSFR EQUITY LP | $77,806 | $77,806 | $0 |
| K-1 - ENERGY TRANSFR PARTNERS LP | $62,073 | $62,073 | $0 |
| K-1 - REGENCY ENERGY PARTNERS LP | $8,185 | $8,185 | $0 |
| K-1 - SUNOCO LOGISTICS PARTNERS LP | $14,266 | $14,266 | $0 |
| K-1 - SUNOCO LP | $772 | $772 | $0 |
| LEGAL FEES | $800 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ENERGY TRANSFER PARTNERS - ROYALTIES | $50 | $50 | $50 |
| REGENCY ENERGY PARTNERS - ROYALTIES | $10 | $10 | $10 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK DIFFERENCE IN BASIS OF PARTNERSHIP INVESTMENTS | Desc |
| Amt | $244,011 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | REAL ESTATE TAXES | CategoryTxt |
| Amt | $3,613 | Amt |
| Net Investment Income | $3,613 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments