FURP.ORG / PUBLIC DATA EXPLORER

SABIA FAMILY FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
SABIA FAMILY FOUNDATION (EIN 20-1960211)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-12
IRS object ID
201631339349101988
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-05-12T14:13:22-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN232226550PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MCGRAIL MERKEL QUINN & ASSOCIATES PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11173 CLAY AVENUEAddressLine1Txt
CitySCRANTONCityNm
State AbbreviationPAStateAbbreviationCd
ZIP18510ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201960211EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SABIA FAMILY FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O LISA SABIA CALCIANOBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSABIBusinessNameControlTxt
Phone5703446126PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1402 WILLOW STREETAddressLine1Txt
CityDUNMORECityNm
State AbbreviationPAStateAbbreviationCd
ZIP18512ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLISA SABIA CALCIANOPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone5703446126PhoneNum
Signature2016-05-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDANIEL J GERRITY CPAPreparerPersonNm
PTINP00182280PTIN
Phone5709610345PhoneNum
Preparation2016-05-10PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,016,797FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$24,461ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$31,625DividendsRevAndExpnssAmt
Dividends Net Invst Incm$31,625DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$56,086TotalRevAndExpnssAmt
Total Net Invst Incm$31,625TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$183TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$183TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$34,473ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$34,473ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$34,656TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$34,473TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$21,430ExcessRevenueOverExpensesAmt
Net Investment Income$31,625NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$4,021SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$7,473SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$7,473SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$800,779CorporateStockBOYAmt
Corporate Stock EOY$818,757CorporateStockEOYAmt
Corporate Stock EOYFMV$1,009,324CorporateStockEOYFMVAmt
Total Assets BOY$804,800TotalAssetsBOYAmt
Total Assets EOY$826,230TotalAssetsEOYAmt
Total Assets EOYFMV$1,016,797TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$804,800RetainedEarningBOYAmt
Retained Earning EOY$826,230RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$804,800TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$826,230TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$804,800TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$826,230TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$804,800TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$21,430ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$826,230SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$826,230TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$83,565AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$667,073NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.125271DistributionYr1Rt
Adjusted Qlfy Distri Yr2$21,634AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$361,893NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.059780DistributionYr2Rt
Adjusted Qlfy Distri Yr3$9,750AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$321,774NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.030301DistributionYr3Rt
Adjusted Qlfy Distri Yr4$8,250AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$219,586NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.037571DistributionYr4Rt
Adjusted Qlfy Distri Yr5$8,500AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$198,033NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.042922DistributionYr5Rt
Total Distribution0.295845TotalDistributionRt
Average Distribution0.059169AverageDistributionRt
Net Vl Noncharitable Assets$937,990NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$55,500AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$316NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$55,816AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$34,473QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$633InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$633SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$633TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$4EsPenaltyAmt
Tax Due$637TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksLISA SABIA CALCIANOIndividualWithBooksNm
Phone5703446126PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1402 WILLOW STREETAddressLine1Txt
CityDUNMORECityNm
State AbbreviationPAStateAbbreviationCd
ZIP18512ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PETER A SABIA SR
133 WALNUT STREETDUNMOREPA18512PRESIDENT AND TRUSTEE1.00$0$0$0
PETER A SABIA JR
402 WILLOW STREETDUNMOREPA18512TREASURER AND TRUSTEE1.00$0$0$0
LISA SABIA CALCIANO
402 WILLOW STREETDUNMOREPA18512SECRETARY AND TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$943,288AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$8,986AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$952,274TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$952,274AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$14,284CashDeemedCharitableAmt
Net Vl Noncharitable Assets$937,990NetVlNoncharitableAssetsAmt
Minimum Investment Return$46,900MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$46,900MinimumInvestmentReturnAmt
Tax Based On Investment Income$633TaxBasedOnInvestmentIncomeAmt
Total Tax$633TotalTaxAmt
Distributable Before Adj$46,267DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$46,267DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$46,267DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$34,473ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$34,473QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$34,473AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$46,267DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$44,110ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$44,110TotalExcessDistributionCyovAmt
Qualifying Distributions$34,473QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$34,473AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$11,794ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$11,794ExcessDistributionCyovAppCYAmt
Total Corpus$32,316TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$32,316ExcessDistriCyovToNextYrAmt
Excess From Year1$32,316ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
GEISINGER FOUNDATION
1000 MEADE STDUNMOREPA18512PUBLICTO FURTHER DESIGNATED WORK OF ORGANIZATION$500
JANET WEIS CHILDREN'S HOSPITAL
100 N ACADEMY AVENUEDANVILLEPA17822PUBLICTO FURTHER DESIGNATED WORK OF ORGANIZATION$1,000
CAMP CADET
PO BOX 4005WYOMINGPA18644PUBLICTO FURTHER DESIGNATED WORK OF ORGANIZATION$1,000
CARITAS OF PORT CHESTER
22 DON BOSCO PLACEPORT CHESTERNY10573PUBLICTO FURTHER DESIGNATED WORK OF ORGANIZATION$500
CATHERINE MCAULEY CENTER
709 MADISON AVENUESCRANTONPA18509PUBLICPROVIDE TEMPORARY SHELTER TO WOMEN/CHILDREN IN CRISIS$500
EMPLOYMENT OPPORTUNITY AND TRAINING CENTER
431 N 7TH AVENUESCRANTONPA18509PUBLICTO FURTHER DESIGNATED WORK OF ORGANIZATION$500
FRIENDS OF THE POOR
2300 ADAMS AVESCRANTONPA18509PUBLICTO FURTHER DESIGNATED WORK OF ORGANIZATION$5,801
FRIENDSHIP HOUSE
1615 EAST ELM STREETSCRANTONPA18505PUBLICTO FURTHER DESIGNATED WORK OF ORGANIZATION$1,500
JEWISH HOME
1101 VINE STREETSCRANTONPA18510PUBLICTO FURTHER DESIGNATED WORK OF ORGANIZATION$500
LITTLE SISTERS OF THE POOR
2500 ADAMS AVESCRANTONPA18509PUBLICTO FURTHER DESIGNATED WORK OF ORGANIZATION$4,000
MARLEY'S MISSION
PO BOX 505SCRANTONPA18501PUBLICTO FURTHER DESIGNATED WORK OF ORGANIZATION$1,000
MATERNAL AND FAMILY HEALTH SERVICES INC
15 PUBLIC SQUAREWILKESBARREPA18701PUBLICTO FURTHER DESIGNATED WORK OF ORGANIZATION$500
PA ASSOCIATION OF THE BLIND
228 ADAMS AVENUESCRANTONPA18503PUBLICTO FURTHER DESIGNATED WORK OF ORGANIZATION$500
PLCTA FOUNDATION
1243 WYOMING AVENUESCRANTONPA18509PUBLICTO FURTHER DESIGNATED WORK OF ORGANIZATION$500
RONALD MCDONALD HOUSE OF SCRANTON
332 WHEELER AVENUESCRANTONPA18509PUBLICPROVIDING A HOME AWAY FROM HOME FOR FAMILIES IN NEED$500
ST ANN'S
1250 ST ANN STSCRANTONPA18504PUBLICNOVENA SOLEMN OUTDOOR SANCTUARY PROJECT$2,000
ST FRANCIS OF ASSISI KITCHEN
500 PENN AVENUESCRANTONPA18509PUBLICASSISTANCE TO NEEDY FAMILIES$5,802
ST JOSEPH CENTER
2010 ADAMS AVENUESCRANTONPA18509PUBLICTO FURTHER DESIGNATED WORK OF ORGANIZATION$6,870
ST ANTHONY'S
303 SMITH STREETDUNMOREPA18512PUBLICTO FURTHER DESIGNATED WORK OF ORGANIZATION$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$34,473TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$31,625ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$31,625ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$31,625TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
23724 SHARES COMMUNITY BANK SYSTEM, INC.$729,993$947,537
50 SHARES PRUDENTIAL FINANCIAL, INC$2,553$4,070
21 SHARES FIRST NATIONAL COMMUNITY BANCORP, INC$129$110
3862 SHARES DHT HOLDINGS, INC$65,300$31,244
438 SHARES FNB CORP$2,804$5,843
1500 SHARES ESSA BANCORP$17,978$20,520

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category2014 TAXESCategoryTxt
Amt$183Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt