THE BLACK HORSE FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE BLACK HORSE FOUNDATION INC (EIN 23-2725907)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-14
- IRS object ID
- 201441349349102089
- Schema version
- 2013v3.0
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-14T14:08:14-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 WYOMING AVENUE | AddressLine1 |
| City | FORTY FORT | City |
| State | PA | State |
| ZIP Code | 18704 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | WILKESBARRE | City |
| State | PA | State |
| ZIP Code | 18701 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RONALD W SIMMS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5708221151 | PhoneNum |
| Signature | 2014-05-14 | 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 | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,542,425 | 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 | $31,146 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,196 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,196 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $90,155 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $90,155 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $116,320 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $120,469 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $116,320 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,286 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,286 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $244,103 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $212,957 | 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 |
| Other Expenses Rev And Expnss | $43,515 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $42,571 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $43,515 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $42,571 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $210,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $210,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $254,265 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $42,571 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $210,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$10,162 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $170,386 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $164,449 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $76,585 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $76,585 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $719,892 | CorporateStockBOYAmt |
| Corporate Stock EOY | $797,594 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,465,840 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $884,341 | TotalAssetsBOYAmt |
| Total Assets EOY | $874,179 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,542,425 | 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 | $884,341 | RetainedEarningBOYAmt |
| Retained Earning EOY | $874,179 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $884,341 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $874,179 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $884,341 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $874,179 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $884,341 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$10,162 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $874,179 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $874,179 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 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 PARTNERS LP | D | 1992-02-11 | 2013-12-31 | $28 | -$28 | -$28 | |
| SEC 1231-REGENCY ENERGY PARTNERS LP | D | 1992-02-11 | 2013-12-31 | $153 | -$153 | -$153 | |
| SEC 1231-AMERIGAS PARTNERS LP | D | 1992-02-11 | 2013-12-31 | $105 | -$105 | -$105 | |
| LTCG - ENERGY TRANSFER EQUITY LP | D | 1992-02-11 | 2013-12-31 | $120,442 | $120,442 | $120,442 | |
| LTCG - AMERIGAS PARTNERS LP | D | 1992-02-11 | 2013-12-31 | $3,848 | -$3,848 | -$3,848 | |
| FRAC ALLEGION PUBLIC LTD | P | 2004-09-30 | 2013-12-09 | $15 | $12 | $12 | $27 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $116,320 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $272,788 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,420,856 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.061705 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $229,585 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,392,907 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052263 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $184,678 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,030,259 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045823 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $124,193 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,148,800 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.039441 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $202,178 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,966,246 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050975 | DistributionYr5Rt |
| Total Distribution | 0.250207 | TotalDistributionRt |
| Average Distribution | 0.050041 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,658,427 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $233,112 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,704 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $234,816 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $210,750 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,408 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,408 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,408 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,478 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,478 | TotalPaymentsAndCreditsAmt |
| Overpayment | $70 | OverpaymentAmt |
| Applied To ES Tax | $70 | 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 | AddressLine1 |
| City | WILKESBARRE | City |
| State | PA | State |
| ZIP Code | 18701 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | 0.00 | $0 | $0 | $0 |
| RHEA P SIMMS | ||||||||
| 454 SOUTH MAIN STREET | WILKESBARRE | PA | 18701 | SECRETARY | 0.00 | $0 | $0 | $0 |
| RICHARD A ROSE | ||||||||
| 454 SOUTH MAIN STREET | WILKESBARRE | PA | 18701 | TREASURER | 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) |
|---|---|---|
| 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 | $4,560,676 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $168,692 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,729,368 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,729,368 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $70,941 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,658,427 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $232,921 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $232,921 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,408 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,408 | TotalTaxAmt |
| Distributable Before Adj | $229,513 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $229,513 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $229,513 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $210,750 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $210,750 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $210,750 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $229,513 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $31,623 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $31,623 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $210,750 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $210,750 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $18,763 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $18,763 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $12,860 | 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 | $12,860 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $12,860 | 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 (58 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | 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 | 18701 | NONE | PUBLIC | CHARITABLE | $2,500 |
| ANTHRCITE SCENIC TRAILS ASSOC | |||||||
| PO BOX 212 | DALLAS | PA | 18612 | NONE | PUBLIC | CHARITABLE | $250 |
| ANTI DEFAMATION LEAGUE | |||||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | NONE | PUBLIC | CHARITABLE | $250 |
| ARTHRITIS FOUNDATION | |||||||
| 57 N FRANKLIN STREET | WILKESBARRE | PA | 18701 | NONE | PUBLIC | CHARITABLE | $100 |
| BACK MOUNTAIN MEMORIAL LIBRARY | |||||||
| 96 HUNTSVILLE ROAD | DALLAS | PA | 18612 | NONE | PUBLIC | CHARITABLE | $100 |
| CATHOLIC YOUTH CENTER | |||||||
| 36 S WASHINGTON STREET | WILKESBARRE | PA | 18701 | NONE | PUBLIC | CHARITABLE | $100 |
| CENTER FOR EXCELLENCE IN EDUCATION | |||||||
| 8201 GREENSBORO DRIVE STE 215 | MCLEAN | VA | 22102 | NONE | PUBLIC | CHARITABLE | $10,000 |
| CHILDRENS HOSPITAL OF PHILADELPHIA | |||||||
| PO BOX 8500 | PHILADELPHIA | PA | 19178 | NONE | PUBLIC | CHARITABLE | $100 |
| CHILDRENS SERVICE CENTER | |||||||
| 335 S FRANKLIN STREET | WILKESBARRE | PA | 18702 | NONE | PUBLIC | CHARITABLE | $1,000 |
| 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 |
| COMMISSION ON ECONOMIC OPPORTUNITY | |||||||
| 165 AMBER LANE | WILKESBARRE | PA | 18703 | NONE | PUBLIC | CHARITABLE | $500 |
| COMMUNITY CARE FOR KIDS | |||||||
| 1845 MEMORIAL HWY | SHAVERTOWN | PA | 18708 | NONE | PUBLIC | CHARITABLE | $250 |
| DREXEL UNIVERSITY | |||||||
| 3141 CHESTNUT STREET SUITE 301 | PHILADELPHIA | PA | 19104 | NONE | PUBLIC | CHARITABLE | $50,000 |
| FAMILY SERVICE OF NE PA | |||||||
| 63 N FRANKLIN STREET | WILKESBARRE | PA | 18701 | NONE | PUBLIC | CHARITABLE | $100 |
| FINE ARTS FIESTA | |||||||
| PO BOX 2053 | WILKESBARRE | PA | 18701 | NONE | PUBLIC | CHARITABLE | $100 |
| BREAST PROSTATE AND COLON CANCER FIGHT | |||||||
| PO BOX 10 | MOUNTAIN TOP | PA | 18707 | NONE | PUBLIC | CHARITABLE | $1,000 |
| FRANKLIN & MARSHALL | |||||||
| 415 HARRISBURG AVENUE | LANCASTER | PA | 17603 | NONE | PUBLIC | CHARITABLE | $1,000 |
| GEISINGER FOUNDATION | |||||||
| 100 N ACADEMY AVENUE | DANVILLE | PA | 17822 | NONE | PUBLIC | CHARITABLE | $10,000 |
| HOLY REDEEMER HEALTH CARE | |||||||
| 521 MOREDON ROAD | HUNTINGDON | PA | 19006 | NONE | PUBLIC | CHARITABLE | $5,000 |
| HOSPITAL FOR SPECIAL SURGERY | |||||||
| 535 E 70TH STREET | NEW YORK | NY | 10021 | NONE | PUBLIC | CHARITABLE | $1,000 |
| JACKSON TWP VOLUNTEER FIRE DEPARTMENT | |||||||
| 1275 HUNTSVILLE ROAD | JACKSON TOWNSHIP | PA | 18708 | NONE | PUBLIC | CHARITABLE | $500 |
| JEAN BRUNOZZI MEMORIAL | |||||||
| 6965 WOODSIDE LANE | BLOOMSBURG | PA | 17815 | NONE | PUBLIC | CHARITABLE | $500 |
| JESUIT REFUGEE SERVICEUSA | |||||||
| PO BOX 156 | DALLAS | PA | 18612 | NONE | PUBLIC | CHARITABLE | $250 |
| JOHNS HOPKINS INSTITUTIONS | |||||||
| 600 N WOLFE STREET | BALTIMORE | MD | 21287 | NONE | PUBLIC | CHARITABLE | $1,000 |
| LAKE LEHMAN FOUNDATION | |||||||
| PO BOX 38 | LEHMAN | PA | 18637 | NONE | PUBLIC | CHARITABLE | $1,000 |
| KINGS COLLEGE | |||||||
| 133 N RIVER STREET | WILKESBARRE | PA | 18711 | NONE | PUBLIC | CHARITABLE | $10,000 |
| LUTHERAN CHURCH CHARITIES | |||||||
| 333 W LAKE STREET | ADDISON | IL | 60101 | NONE | PUBLIC | CHARITABLE | $1,000 |
| LUZERNE COUNTY SPCA | |||||||
| 524 E MAIN STREET | WILKESBARRE | PA | 18702 | NONE | PUBLIC | CHARITABLE | $3,000 |
| MOUNTAINTOP HOSE CO NO 1 | |||||||
| PO BOX 163 | MOUNTAIN TOP | PA | 18707 | NONE | PUBLIC | CHARITABLE | $2,000 |
| NATIONAL CENTRE FOR PADRE PIO INC | |||||||
| PO BOX 206 | BARTO | PA | 19504 | NONE | PUBLIC | CHARITABLE | $2,000 |
| OUR LADY OF GOOD COUNSEL | |||||||
| 611 KNOWLES AVENUE | SOUTHHAMPTON | PA | 18966 | NONE | PUBLIC | CHARITABLE | $4,000 |
| NORTH BRANCH LAND TRUST | |||||||
| 11 CARVERTON ROAD | TRUCKSVILLE | PA | 18708 | NONE | PUBLIC | CHARITABLE | $500 |
| PA ASSOCIATION OF STUDENT COUNCILS | |||||||
| 224 OAK PARK ROAD | HATFIELD | PA | 19440 | NONE | PUBLIC | CHARITABLE | $1,000 |
| RONALD MCDONALD HOUSE | |||||||
| 301 14TH STREET | GALVESTON | TX | 77550 | NONE | PUBLIC | CHARITABLE | $5,000 |
| ANNUNCIATION GREEK ORTHODOX CHURCH | |||||||
| 32 E ROSS STREET | WILKESBARRE | PA | 18701 | NONE | PUBLIC | CHARITABLE | $1,000 |
| ASYR CALDWELL CONSISTORY | |||||||
| 150 MARKET STREET | BLOOMSBURG | PA | 17815 | NONE | PUBLIC | CHARITABLE | $1,000 |
| SPIN | |||||||
| 10501 DRUMMOND ROAD | PHILADELPHIA | PA | 19154 | NONE | PUBLIC | CHARITABLE | $300 |
| SALVATION ARMY | |||||||
| 163 HAZLE STREET | WILKESBARRE | PA | 18702 | NONE | PUBLIC | CHARITABLE | $2,500 |
| SJPF INC | |||||||
| PO BOX 1194 | PITTSTON | PA | 18640 | NONE | PUBLIC | CHARITABLE | $500 |
| SORDONI ART GALLERY | |||||||
| 84 W SOUTH STREET | WILKESBARRE | PA | 18766 | NONE | PUBLIC | CHARITABLE | $100 |
| ST JOHN NEWMANN SOCIETY | |||||||
| 300 WYOMING AVENUE | SCRANTON | PA | 18503 | NONE | PUBLIC | CHARITABLE | $1,000 |
| ST JOSEPH MARELLO PARISH | |||||||
| 237 WILLIAMS STREET | PITTSTON | PA | 18640 | NONE | PUBLIC | CHARITABLE | $1,000 |
| ST JUDE CHILDRENS RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PUBLIC | CHARITABLE | $5,000 |
| THE ESTA FOUNDATION | |||||||
| 630 NINTH AVENUE SUITE 609 | NEW YORK | NY | 10036 | NONE | PUBLIC | CHARITABLE | $2,000 |
| ST NICHLASST MARY'S SCHOOL | |||||||
| 242 S WASHINGTON STREET | WILKESBARRE | PA | 18701 | NONE | PUBLIC | CHARITABLE | $3,000 |
| ST VINCENT DE PAUL SOUP KITCHEN | |||||||
| 39 E JACKSON STREET | WILKESBARRE | PA | 18701 | NONE | PUBLIC | CHARITABLE | $1,000 |
| THE COLONIAL WILLIAMSBURG FOUNDATION | |||||||
| PO BOX 1776 | WILLIAMSBURG | VA | 23187 | NONE | PUBLIC | CHARITABLE | $2,500 |
| THE COMMONWEALTH MEDICAL COLLEGE | |||||||
| 150 N WASHINGTON AVENUE | SCRANTON | PA | 18503 | NONE | PUBLIC | CHARITABLE | $10,000 |
| THE LEEDS ENDOWMENT INC | |||||||
| 6967 ISLA VISTA DRIVE | W PALM BEACH | FL | 33412 | NONE | PUBLIC | CHARITABLE | $20,000 |
| THE LANDS AT HILLSIDE FARMS | |||||||
| 65 HILLSIDE ROAD | TRUCKSVILLE | PA | 18708 | NONE | PUBLIC | CHARITABLE | $1,000 |
| UNITED WAY | |||||||
| 7525 HICKORY HILLS COURT | WHITE CREEK | TN | 37189 | NONE | PUBLIC | CHARITABLE | $400 |
| WILKES UNIVERSITY | |||||||
| 84 W SOUTH STREET | WILKESBARRE | PA | 18766 | NONE | PUBLIC | CHARITABLE | $10,000 |
| WVIA TV | |||||||
| 100 WVIA WAY | PITTSTON | PA | 18640 | NONE | PUBLIC | CHARITABLE | $100 |
| WYOMING SEMINARY | |||||||
| 201 N SPRAGUE AVENUE | KINGSTON | PA | 18704 | NONE | PUBLIC | CHARITABLE | $25,000 |
| WYOMING VALLEY UNITED WAY | |||||||
| 8 W MARKET STREET SUITE 450 | WILKESBARRE | PA | 18701 | NONE | PUBLIC | CHARITABLE | $5,000 |
| AUTISM SPEAKS | |||||||
| 8765 STENTON AVENUE | WYNDMOOR | PA | 19038 | NONE | PUBLIC | CHARITABLE | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $210,750 | 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 | $3,196 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $90,155 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,286 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $116,320 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $212,957 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $212,957 | 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/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| RICHARD A AND VIRGINIA ROSE | ||||||
| 1 | 225 OLDFIELD ROAD | SHAVERTOWN | PA | 18708 | $6,506 | Yes (X) |
| RONALD W AND RHEA P SIMMS | ||||||
| 2 | 740 SUTTON ROAD | SHAVERTOWN | PA | 18708 | $24,640 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 300 UGI CORP | $10,146 | 2013-01-17 |
| 2 | 5000 ENERGY TRANSFER EQUITY LP | $406,950 | 2013-12-20 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| M&T BANK CORP | $82,826 | $1,453,387 |
| AMERICA MOVIL | $100,306 | $1,781,729 |
| EMC CORP | $12,107 | $140,840 |
| INGERSOLL RAND | $58,870 | $132,440 |
| SYSCO CORP | $30,173 | $36,100 |
| AIR PRODUCTS | $180,069 | $335,340 |
| CA WATER SERVICE GROUP | $52,100 | $69,210 |
| BRODCADE | $5,630 | $10,230 |
| QUALCOMM | $38,587 | $74,250 |
| CCNFB | $18,358 | $20,268 |
| PROCTOR AND GAMBLE | $54,630 | $81,410 |
| HEWLETT PACKARD | $58,166 | $44,768 |
| SPECTOR ENERGY | $5,768 | $11,949 |
| MICROSOFT | $3,073 | $3,741 |
| ENERGY TRANS EQTY | $73,915 | $1,226,100 |
| UGI CORP | $6,506 | $12,438 |
| ALLEGION PUBLIC LTD | $16,510 | $31,640 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSE | $654 | $0 | $0 |
| INVEST EXPENSE - K-1 ENERGY TRANSFER EQUITY | $1,453 | $1,453 | $0 |
| INVEST EXPENSE - K-1 ENERGY TRANSFER PARTNERS | $3,246 | $3,246 | $0 |
| INVEST EXPENSE - K-1 SUNOCO LOGISTICS | $5 | $5 | $0 |
| K-1 - ENERGY TRANSFR EQUITY LP | $7,060 | $7,060 | $0 |
| K-1 - ENERGY TRANSFR PARTNERS LP | $23,971 | $23,971 | $0 |
| K-1 - REGENCY ENERGY PARTNERS LP | $5,840 | $5,840 | $0 |
| K-1 - AMERIGAS PARTNERS LP | $996 | $996 | $0 |
| LEGAL FEES | $290 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 - SUNOCO LOGISTICS PARTNERS LP | Desc |
| Revenue And Expenses Per Books | $3,286 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,286 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,286 | AdjustedNetIncomeAmt |
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