SUNBURY NORTHUMBERLAND COMMUNITY TR: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- SUNBURY NORTHUMBERLAND COMMUNITY TR (EIN 37-6417011)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-28
- IRS object ID
- 202601189349100410
- Schema version
- 2025v4.0
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-28T12:01:12-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 WESTMINSTER ST STE 800 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 376417011 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUNBURY NORTHUMBERLAND COMMTR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SUNB | BusinessNameControlTxt |
| Phone | 4848814074 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 919798 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 328919798 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRUIST BANK | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 4848814074 | PhoneNum |
| Signature | 2026-04-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD RALEIGH | PreparerPersonNm |
| PTIN | P00382844 | PTIN |
| Phone | 4014573839 | PhoneNum |
| Preparation | 2026-04-19 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,445,925 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $80,138 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $79,585 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $116,893 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,715,622 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $116,893 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $197,031 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $196,478 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $21,996 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $10,998 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $10,998 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $963 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $963 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,959 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $741 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $30,418 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,739 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,461 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $105,001 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $105,001 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $135,419 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,739 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $118,462 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $61,612 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $184,739 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $848 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $134,267 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $114,886 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $114,886 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Bonds BOY | $512,851 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $462,322 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $464,496 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,148,317 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,280,827 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,866,543 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,796,283 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,858,035 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,445,925 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,796,283 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,858,035 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,796,283 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,858,035 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,796,283 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,858,035 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,796,283 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $61,612 | ExcessRevenueOverExpensesAmt |
| Other Increases | $434 | OtherIncreasesAmt |
| Subtotal | $2,858,329 | SubtotalAmt |
| Other Decreases | $294 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,858,035 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (46 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 333. ISHARES CORE TOTAL US BOND MKT ETF | 2024-01-12 | 2025-01-10 | $31,958 | $33,022 | -$1,064 | -$1,064 | |
| 208. ISHARES CORE TOTAL US BOND MKT ETF | 2024-09-25 | 2025-01-10 | $19,962 | $21,065 | -$1,103 | -$1,103 | |
| 932. ISHARES CORE TOTAL US BOND MKT ETF | 2023-12-28 | 2025-01-10 | $89,445 | $92,808 | -$3,363 | -$3,363 | |
| 1662. ISHARES 5-10Y INV GRADE CORP ETF | 2024-10-08 | 2025-01-10 | $84,701 | $88,026 | -$3,325 | -$3,325 | |
| 3085.14 GQG PART EMERG MKTS EQ-INST | 2023-04-06 | 2025-02-24 | $50,380 | $40,384 | $9,996 | $9,996 | |
| 912. ISHARES 20 PLUS YEAR TREASURY BD ETF | 2025-01-10 | 2025-03-31 | $82,921 | $77,923 | $4,998 | $4,998 | |
| 89.034 JOHCM INTERNATIONAL SEL-INST | 2024-09-25 | 2025-04-01 | $2,058 | $2,249 | -$191 | -$191 | |
| 3720.956 JOHCM INTERNATIONAL SEL-INST | 2023-03-09 | 2025-04-01 | $86,029 | $78,785 | $7,244 | $7,244 | |
| 78. ISHARES 20 PLUS YEAR TREASURY BD ETF | 2025-01-10 | 2025-04-04 | $7,281 | $6,664 | $617 | $617 | |
| 833. ISHARES 20 PLUS YEAR TREASURY BD ETF | 2023-10-26 | 2025-04-04 | $77,759 | $69,693 | $8,066 | $8,066 | |
| 1734. ISHARES BARCLAYS 1-3 YR TREASURY BD | 2025-01-10 | 2025-04-07 | $143,441 | $141,980 | $1,461 | $1,461 | |
| 605. T ROWE PRICE INTEGRATED U.S. | 2024-10-10 | 2025-04-09 | $23,541 | $28,798 | -$5,257 | -$5,257 | |
| 1098. VANGUARD INTL EQUITY IDX EMR MKT ETF | 2025-02-24 | 2025-04-09 | $44,074 | $50,281 | -$6,207 | -$6,207 | |
| 697. ISHARES BARCLAYS 3-7 YR TREASURY BD | 2025-03-31 | 2025-05-13 | $81,657 | $82,389 | -$732 | -$732 | |
| 1704. HARTFORD DVDND & GRWTH-F | 2020-07-24 | 2025-05-29 | $57,101 | $54,448 | $2,653 | $2,653 | |
| 728. VANGUARD RUSSELL 1000 GROWTH ETF | 2024-10-08 | 2025-06-02 | $75,215 | $70,357 | $4,858 | $4,858 | |
| 1985.012 DFA US SMALL CAP PORTFOLIO | 2022-12-13 | 2025-06-03 | $92,998 | $78,728 | $14,270 | $14,270 | |
| 4711. GOLDMAN SACHS GQP PRT INTL-R6 | 2025-04-01 | 2025-06-03 | $105,150 | $99,421 | $5,729 | $5,729 | |
| 1567. STTE STRT SPDR BLMBRG 1-3 MTH T-BILL | 2025-04-07 | 2025-07-08 | $143,388 | $143,386 | $2 | $2 | |
| 962. ARTISAN INTL VALUE FUND-INS | 2025-04-09 | 2025-12-23 | $51,890 | $45,618 | $6,272 | $6,272 | |
| 2486.634 ARTISAN INTL VALUE FUND-INS | 2023-03-09 | 2025-12-23 | $134,129 | $104,918 | $29,211 | $29,211 | |
| 3251.743 EATON VANCE-ATLANTA SMID-R6 | 2020-11-13 | 2025-12-23 | $122,851 | $113,611 | $9,240 | $9,240 | |
| 748. ISHARES CORE TOTAL US BOND MKT ETF | 2024-01-12 | 2025-12-30 | $74,823 | $74,175 | $648 | $648 | |
| CAPITAL GAIN DIVIDENDS | $32,870 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,870 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,870 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,870 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,870 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,870 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,870 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,870 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,870 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,870 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,870 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,870 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,870 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,870 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,870 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,870 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,870 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,870 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,870 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,870 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,870 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,870 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,870 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $116,893 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,568 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,568 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,568 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,976 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,976 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $408 | OverpaymentAmt |
| Applied To ES Tax | $408 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUIST BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4848814074 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 919798 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32891 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRUIST BANK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 919798 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32891 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE / PART-TIME | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $21,996 | CompensationAmt |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,175,936 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $107,121 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,283,057 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,283,057 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $49,246 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,233,811 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $161,691 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $161,691 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,568 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,568 | TotalTaxAmt |
| Distributable Before Adj | $159,123 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $159,123 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $159,123 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $118,462 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $118,462 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $159,123 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,499 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,499 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $118,462 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $118,462 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $3,499 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $3,499 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $37,162 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JAMES A MOLLECA JR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1340 BROADCASTING RD SUITE 100 | AddressLine1Txt |
| City | WYOMISSING | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19610 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4848814074 | RecipientPhoneNum |
| Form And Info And Materials | PRE-PRINTED FORM FROM THE FOUNDATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APRIL 30 | SubmissionDeadlinesTxt |
| Restrictions On Awards | LIMITED TO ORGANIZATIONS PRIMARILY SERVING OR BENEFITTING THE CITIZENS OF THE CITY OF SUNBURY, NORTHUMBERLAND BOROUGH OR THE SHIKELLAMY SCHOOL DISTRICT | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS OF HARRISBURG | ||||||||
| 1804 N 6TH ST | HARRISBURG | PA | 17102 | NONE | PC | GENERAL OPERATING | $6,000 | |
| BIRTHRIGHT OF SUNBURY | ||||||||
| 40 SOUTH 5TH ST STE 1 | SUNBURY | PA | 17801 | NONE | PC | GENERAL OPERATING | $4,000 | |
| CENTRAL SUSQUEHANNA SIGHT SERVICES | ||||||||
| 348 MARKET ST | SUNBURY | PA | 17801 | NONE | PC | GENERAL OPERATING | $2,500 | |
| CITY OF SUNBURY | ||||||||
| 225 MARKET STREET | SUNBURY | PA | 17801 | NONE | GOV | SWEEP PROGRAM | $3,500 | |
| CONCERNED CITIZENS FOR CHILD CARE I | ||||||||
| 619 RACE ST | SUNBURY | PA | 17801 | NONE | PC | GENERAL OPERATING | $1,445 | |
| DEGENSTEIN COMMUNITY LIBRARY | ||||||||
| 40 SOUTH 5TH ST | SUNBURY | PA | 17801 | NONE | PC | GENERAL OPERATING | $10,000 | |
| EVANGELICAL COMMUNITY HOSPITAL | ||||||||
| ONE HOSPITAL DR | LEWISBURG | PA | 17837 | NONE | PC | GENERAL OPERATING | $12,974 | |
| GIRL SCOUTS OF HARRISBURG | ||||||||
| 350 HALE AVE | HARRISBURG | PA | 17104 | NONE | PC | GENERAL OPERATING | $1,877 | |
| GREATER SUSQ VALLEY UNITED WAY | ||||||||
| 228 ARCH ST | SUNBURY | PA | 17801 | NONE | PC | GENERAL OPERATING | $22,070 | |
| GREATER SUSQUEHANNA VALLEY YMCA | ||||||||
| PO BOX 390 | SUNBURY | PA | 17801 | NONE | PC | GENERAL OPERATING | $10,000 | |
| HAVEN MINISTRY INC | ||||||||
| 1043 S FRONT ST | SUNBURY | PA | 17801 | NONE | PC | GENERAL OPERATING | $582 | |
| KEYSTONE HUMAN SERVICES | ||||||||
| 4391 STURBRIDGE DR | HARRISBURG | PA | 17110 | NONE | PC | GENERAL OPERATING | $3,500 | |
| NORTHUMBERLAND COUNTY AREA AGENCY | ||||||||
| 322 N SECOND ST | SUNBURY | PA | 17801 | NONE | PC | GENERAL OPERATING | $1,262 | ON AGING |
| PRIESTLEY-FORSYTH MEMORIAL LIBRARY | ||||||||
| 100 KING ST | NORTHUMBERLAND | PA | 17857 | NONE | PC | GENERAL OPERATING | $1,102 | |
| SALVATION ARNY | ||||||||
| 40 S 4TH ST | SUNBURY | PA | 17801 | NONE | PC | GENERAL OPERATING | $3,895 | |
| SETEBAID SERVICES INC | ||||||||
| PO BOX 196 | WINFIELD | PA | 17889 | NONE | PC | GENERAL OPERATING | $2,500 | |
| ST MATTHEW'S EPISCOPAL CHURCH | ||||||||
| 32 N FRONT ST | SUNBURY | PA | 17801 | NONE | PC | GENERAL OPERATING | $2,500 | |
| SUNBURY CITY BAND | ||||||||
| 225 MARKET ST | SUNBURY | PA | 17801 | NONE | PC | GENERAL OPERATING | $466 | |
| SUNBURY FIRE DEPARTMENT | ||||||||
| 225 MARKET ST | SUNBURY | PA | 17801 | NONE | PC | GENERAL OPERATING | $2,775 | |
| SUNBURY AREA COMMUNITY FDN | ||||||||
| 725 W FRONT ST | BERWICK | PA | 18603 | NONE | PC | GENERAL OPERATING | $2,166 | DONOR ADVISED FUND |
| SUNBURY FOR KEITHANS BLUEBIRD | ||||||||
| 225 MARJET ST | SUNBURY | PA | 17801 | NONE | PC | GENERAL OPERATING | $2,369 | |
| SUSQUEHANNA COUNCIL BOY SCOUTS | ||||||||
| 815 NORTHWAY RD | WILLIAMSPORT | PA | 17701 | NONE | PC | GENERAL OPERATING | $5,000 | OF AMERICA |
| SUSQUEHANNA RIVER VALLEY DENTAL | ||||||||
| 335 MARKET ST | SUNBURY | PA | 17801 | NONE | PC | GENERAL OPERATING | $607 | HEALTH CLINIC |
| SUSQUEHANNA WOMEN IN TRANSITION | ||||||||
| PO BOX 170 | LEWISBURG | PA | 17837 | NONE | PC | GENERAL OPERATING | $871 | |
| THE ARC OF SUSQUEHANNA VALLEY | ||||||||
| PO BOX 892 | SUNBURY | PA | 17801 | NONE | PC | GENERAL OPERATING | $955 | |
| UNITED SERVICE ORGANIZATIONS INC | ||||||||
| 2111 WILSON BLVD STE 200 | ARLINGTON | VA | 22201 | NONE | PC | GENERAL OPERATING | $85 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $105,001 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $80,138 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $116,893 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $197,031 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $197,031 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $1,500 | Amt |
| Disbursements Charitable Prps | $1,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 464287432 ISHARES 20+ YEAR TRE | $126,018 | $126,992 |
| 464287226 ISHARES CORE US AGGR | $222,088 | $224,131 |
| 464287440 ISHARES 7-10 YEAR TR | $114,216 | $113,373 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (18 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 277902235 EATON VANCE ATLANTA | |||
| 256210105 DODGE & COX INCOME F | AT COST | $422,139 | $414,665 |
| 41664T669 HARTFORD DIVIDEND & | AT COST | $95,768 | $135,764 |
| 46653M849 JOHCM INTERNATIONAL | |||
| 233203843 DFA US SMALL CAP POR | |||
| 00771X419 GQG PARTNERS EMERGIN | |||
| 04314H857 ARTISAN INTERNATIONA | |||
| 19247U106 COHEN & STEERS INSTI | AT COST | $63,738 | $65,083 |
| 464287200 ISHARES CORE S&P 500 | AT COST | $511,335 | $827,408 |
| 92206C680 VANGUARD RUSSELL 100 | AT COST | $198,688 | $354,658 |
| 464287408 ISHARES S&P 500 VALU | AT COST | $113,502 | $138,694 |
| 464288638 ISHARES 5-10 YEAR IN | |||
| 87283A102 T. ROWE PRICE QM US | |||
| 921943858 VANGUARD FTSE DEVELO | AT COST | $226,317 | $261,687 |
| 14064D451 FULLERTHALER BEHAVIO | AT COST | $147,283 | $155,659 |
| 233203371 DFA INTERNATIONAL CO | AT COST | $290,942 | $302,341 |
| 922040845 VANGUARD INSTL INDEX | AT COST | $143,458 | $143,543 |
| 922908629 VANGUARD INDEX FUND | AT COST | $67,657 | $67,041 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES - PRINCIPAL (ALLOCA | CategoryTxt |
| Legal Fees | $963 | LegalFeesAmt |
| Disbursements Charitable Prps | $963 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2025 TRANSACTION POSTED IN 2026 | Desc |
| Amt | $294 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2024 TRANSACTION POSTED IN 2025 | $432 |
| ROUNDING | $2 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $2,242 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $2,976 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $615 | $615 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $126 | $126 | $0 |
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