SABIA FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SABIA FAMILY FOUNDATION (EIN 20-1960211)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-15
- IRS object ID
- 201331359349101028
- Schema version
- 2012v2.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-15T10:28:21-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232226550 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGRAIL MERKEL QUINN & ASSOCIATES PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1173 CLAY AVENUE | AddressLine1 |
| City | SCRANTON | City |
| State | PA | State |
| ZIP Code | 18510 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201960211 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SABIA FAMILY FOUNDATION CO LISA SABIA CALCIANO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SABI | NameControl |
| Phone | 5703446126 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 402 WILLOW STREET | AddressLine1 |
| City | DUNMORE | City |
| State | PA | State |
| ZIP Code | 18512 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LISA SABIA CALCIANO | Name |
| Title | SECRETARY | Title |
| Phone | 5703446126 | Phone |
| Date Signed | 2013-05-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DANIEL J GERRITY CPA | Name |
| PTIN | P00182280 | PTIN |
| Phone | 5709610345 | Phone |
| Date Prepared | 2013-05-14 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 310536 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 1506 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 6 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 6 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 13213 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 13213 | DividendsNetInvstIncm |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 14725 | TotalRevenueAndExpenses |
| Total Net Investment Income | 13219 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 0 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 9750 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 9750 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 9750 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 9750 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 4975 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 13219 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 5538 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 10513 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 10513 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 354756 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 354756 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 300023 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 360294 | TotalAssetsBOY |
| Total Assets EOY | 365269 | TotalAssetsEOY |
| Total Assets EOYFMV | 310536 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 360294 | RetainedEarningsBOY |
| Retained Earnings EOY | 365269 | RetainedEarningsEOY |
| Total Net Assets BOY | 360294 | TotalNetAssetsBOY |
| Total Net Assets EOY | 365269 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 360294 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 365269 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 360294 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 4975 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 365269 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 365269 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 8250 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 219586 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.037571 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 8500 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 198033 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.042922 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 6945 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 139600 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.049749 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 8463 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 171612 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.049315 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 7444 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 149494 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.049795 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.229352 | TotalDistributionRatio |
| Average Distribution Ratio | 0.045870 | AverageDistributionRatio |
| Net Noncharitable Assets | 321774 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 14760 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 132 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 14892 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 9750 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 264 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 264 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 264 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 264 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | LISA SABIA CALCIANO | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 5703446126 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 402 WILLOW STREET | AddressLine1 |
| City | DUNMORE | City |
| State | PA | State |
| ZIP Code | 18512 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| PETER A SABIA SR | ||||||||
| 133 WALNUT STREET | DUNMORE | PA | 18512 | PRESIDENT AND TRUSTEE | 0.00 | 0 | 0 | 0 |
| PETER A SABIA JR | ||||||||
| 402 WILLOW STREET | DUNMORE | PA | 18512 | TREASURER AND TRUSTEE | 0.00 | 0 | 0 | 0 |
| LISA SABIA CALCIANO | ||||||||
| 402 WILLOW STREET | DUNMORE | PA | 18512 | SECRETARY AND TRUSTEE | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 316720 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 9954 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 326674 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 326674 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 4900 | CashDeemedCharitable |
| Net Noncharitable Assets | 321774 | NetNoncharitableAssets |
| Minimum Investment Return | 16089 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 16089 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 264 | TaxBasedOnInvestmentIncome |
| Total Tax | 264 | TotalTax |
| Distributable Amount Before Adj | 15825 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 15825 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 15825 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 9750 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 9750 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 9750 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 15825 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 4157 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 9750 | QualifyingDistributions |
| Applied To Year1 | 4157 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 5593 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 10232 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (15 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| CAMP CADET | ||||||
| PO BOX 4005 | WYOMING | PA | 18644 | PUBLIC | TO FURTHER DESIGNATED WORK OF ORGANIZATION | $1,000 |
| CATHERINE MCAULEY CENTER | ||||||
| 709 MADISON AVENUE | SCRANTON | PA | 18509 | PUBLIC | PROVIDE TEMPORARY SHELTER TO WOMEN/CHILDREN IN CRISIS | $500 |
| EMPLOYMENT OPPORTUNITY AND TRAINING CENTER | ||||||
| 116 NORTH WASHINGTON AVENUE | SCRANTON | PA | 18509 | PUBLIC | TO FURTHER DESIGNATED WORK OF ORGANIZATION | $500 |
| FRIENDSHIP HOUSE | ||||||
| 1615 EAST ELM STREET | SCRANTON | PA | 18505 | PUBLIC | TO FURTHER DESIGNATED WORK OF ORGANIZATION | $1,000 |
| JEWISH HOME | ||||||
| 1101 VINE STREET | SCRANTON | PA | 18510 | PUBLIC | TO FURTHER DESIGNATED WORK OF ORGANIZATION | $500 |
| LITTLE SISTERS OF THE POOR | ||||||
| 2500 ADAMS AVE | SCRANTON | PA | 18509 | PUBLIC | TO FURTHER DESIGNATED WORK OF ORGANIZATION | $1,000 |
| MATERNAL AND FAMILY HEALTH SERVICES INC | ||||||
| 15 PUBLIC SQUARE | WILKESBARRE | PA | 18701 | PUBLIC | TO FURTHER DESIGNATED WORK OF ORGANIZATION | $500 |
| MEG HART CHILDREN FOR WORTH | ||||||
| 1175 MORELL ST | SCRANTON | PA | 18505 | PUBLIC | TO FURTHER DESIGNATED WORK OF ORGANIZATION | $500 |
| RONALD MCDONALD HOUSE OF SCRANTON | ||||||
| 332 WHEELER AVENUE | SCRANTON | PA | 18509 | PUBLIC | PROVIDING A HOME AWAY FROM HOME FOR FAMILIES IN NEED | $500 |
| ST FRANCIS OF ASSISI KITCHEN | ||||||
| 500 PENN AVENUE | SCRANTON | PA | 18509 | PUBLIC | ASSISTANCE TO NEEDY FAMILIES | $1,000 |
| PLCTA FOUNDATION | ||||||
| 1243 WYOMING AVENUE | SCRANTON | PA | 18509 | PUBLIC | TO FURTHER DESIGNATED WORK OF ORGANIZATION | $500 |
| ST JOSEPH CENTER | ||||||
| 2010 ADAMS AVENUE | SCRANTON | PA | 18509 | PUBLIC | TO FURTHER DESIGNATED WORK OF ORGANIZATION | $1,000 |
| JUDY H MEMORIAL FUND | ||||||
| PO BOX 442 | CHINCHILLA | PA | 18410 | PUBLIC | TO FURTHER DESIGNATED WORK OF ORGANIZATION | $250 |
| CARITAS OF PORT CHESTER | ||||||
| 22 DON BOSCO PLACE | PORT CHESTER | NY | 10573 | PUBLIC | TO FURTHER DESIGNATED WORK OF ORGANIZATION | $500 |
| PA ASSOCIATION OF THE BLIND | ||||||
| 228 ADAMS AVENUE | SCRANTON | PA | 18503 | PUBLIC | TO FURTHER DESIGNATED WORK OF ORGANIZATION | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 9750 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $6 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $13,213 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $13,219 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 13219 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (5 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 10120 SHARES COMMUNITY BANK SYSTEM, INC. | 283970 | 276883 |
| 50 SHARES PRUDENTIAL FINANCIAL, INC | 2553 | 2667 |
| 21 SHARES FIRST NATIONAL COMMUNITY BANCORP, INC | 129 | 64 |
| 46367 SHARES DHT HOLDINGS, INC | 65300 | 15757 |
| 438 SHARES FNB CORP | 2804 | 4652 |