THE BLACK HORSE FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- THE BLACK HORSE FOUNDATION INC (EIN 23-2725907)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-15
- IRS object ID
- 202601359349100025
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T06:22:00-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 203907569 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GATTUSO GROUP INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 WYOMING AVENUE | AddressLine1Txt |
| City | FORTY FORT | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18704 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232725907 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BLACKHORSE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BLAC | BusinessNameControlTxt |
| Phone | 5708221151 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 375 STEWART ROAD | AddressLine1Txt |
| City | HANOVER TOWNSHIP | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18706 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RONALD W SIMMS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5708221151 | PhoneNum |
| Signature | 2026-05-15 | 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 | 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 | $11,204,806 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $4,547 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,547 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $242,187 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $242,187 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $179 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,658 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $179 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $246,913 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $246,913 | 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 |
| Interest Rev And Expnss | $873 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $873 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,338 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,171 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,171 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,382 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,044 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $508,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $508,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $516,232 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,044 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $508,850 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$269,319 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $241,869 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $635,852 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $293,903 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $293,903 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $986,131 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,186,281 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,910,903 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,621,983 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,480,184 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,204,806 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $1,621,983 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,480,184 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,621,983 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,480,184 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,621,983 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,480,184 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,621,983 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$269,319 | ExcessRevenueOverExpensesAmt |
| Other Increases | $127,520 | OtherIncreasesAmt |
| Subtotal | $1,480,184 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,480,184 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 51 NET LEASE OFC | P | 2023-11-02 | 2025-05-16 | $1,494 | $566 | $928 | $928 |
| ENERGY TRANSFER LP-CAPITAL LOSS | P | 1992-02-11 | 2025-12-31 | $913 | -$913 | -$913 | |
| CAPITAL GAINS DIVIDENDS | P | $164 | $164 | $164 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $179 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,362 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,362 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,362 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,300 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,300 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $62 | TaxDueAmt |
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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | 375 STEWART ROAD | AddressLine1Txt |
| City | HANOVER TOWNSHIP | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18706 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RONALD W SIMMS | ||||||||
| 375 STEWART ROAD | HANOVER TOWNSHIP | PA | 18706 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| RHEA P SIMMS | ||||||||
| 375 STEWART ROAD | HANOVER TOWNSHIP | PA | 18706 | SECRETARY | 5.00 | $0 | $0 | $0 |
| RICHARD A ROSE | ||||||||
| 375 STEWART ROAD | HANOVER TOWNSHIP | PA | 18706 | TREASURER | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,611,403 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $533,033 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,144,436 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,144,436 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $167,167 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,977,269 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $548,863 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $548,863 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,362 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $1,459 | IncomeTaxAmt |
| Total Tax | $4,821 | TotalTaxAmt |
| Distributable Before Adj | $544,042 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $544,042 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $544,042 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $508,850 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $508,850 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $544,042 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $25,547 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $17,110 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $20,614 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $63,271 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $508,850 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $508,850 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $35,192 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $35,192 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $28,079 | 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 | $28,079 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $7,465 | ExcessFromYear2Amt |
| Excess From Year1 | $20,614 | 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 (55 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| ADOPT A FAMILY OF THE PALM BEACHES | ||||||||||
| 1712 2ND AVE N | LAKE WORTH | FL | 33460 | NONE | PC | CHARITABLE | $1,000 | |||
| AMERICAN CANCER SOCIETY | ||||||||||
| 71 N FRANKLIN ST STE 110 | WILKESBARRE | PA | 18701 | NONE | PC | CHARTIABLE | $1,000 | |||
| ARTHRITIS FOUNDATION | ||||||||||
| 57 N FRANKLIN ST | WILKESBARRE | PA | 18701 | NONE | PC | CHARITABLE | $100 | |||
| BACK MOUNTAIN MEMORIAL LIBRARY | ||||||||||
| 96 HUNTSVILLE RD | DALLAS | PA | 18612 | NONE | PC | CHARITABLE | $100 | |||
| BLUE ALS HOPE FOUNDATION IHO STEVE DOTZMAN | ||||||||||
| 550 PINETOWN RD STE 120 | FORT WASHINGTON | PA | 19034 | NONE | PC | CHARITABLE | $500 | |||
| BLUE CHIP ANIMAL REFUGE | ||||||||||
| 974 LOCKVILLE RD | DALLAS | PA | 18612 | NONE | PC | CHARITABLE | $1,000 | |||
| CASA OF LUZERNE COUNTY | ||||||||||
| 667 N RIVER ST | PLAINS | PA | 18705 | NONE | PC | CHARITABLE | $5,000 | |||
| CENTER FOR EXCELLENCE IN EDUCATION | ||||||||||
| 8201 GREENSBORO DR STE 215 | MCLEAN | VA | 22102 | NONE | PC | CHARITABLE | $10,000 | |||
| CITY OF WILKES-BARRE-ST PATRICK'S DAY PARADE | ||||||||||
| 40 E MARKET ST | WILKESBARRE | PA | 18711 | NONE | PC | CHARITABLE | $1,000 | |||
| CITY OF WILKES-BARRE-4TH OF JULY CELEBRATION | ||||||||||
| 40 E MARKET ST | WILKESBARRE | PA | 18711 | NONE | PC | CHARITABLE | $1,000 | |||
| CITY OF WILKES-BARRE-CHRISTMAS PARADE | ||||||||||
| 40 E MARKET ST | WILKESBARRE | PA | 18711 | NONE | PC | CHARITABLE | $1,000 | |||
| CONNECTIONS EDUCATIONS CENTER | ||||||||||
| 1310 OLD CONGRESS AVE STE 100 | WEST PALM BEACH | FL | 33409 | NONE | PC | CHARITABLE | $1,000 | |||
| DREXEL UNIVERSITY | ||||||||||
| 3141 CHESTNUT ST STE 301 | PHILADELPHIA | PA | 19104 | NONE | PC | CHARITABLE | $60,000 | |||
| EPILEPSY FOUNDATION EASTERN PENNSYLVANIA | ||||||||||
| 845 WYOMING AVE | KINGSTON | PA | 18704 | NONE | PC | CHARITABLE | $1,000 | |||
| EXALTATION OF THE HOLY CROSS CHURCH | ||||||||||
| 420 MAIN RD | HANOVER TWP | PA | 18706 | NONE | PC | CHARITABLE | $1,000 | |||
| FM KIRBY CENTER FOR THE PERFORMING ARTS | ||||||||||
| 71 PUBLIC SQUARE | WILKESBARRE | PA | 18702 | NONE | PC | CHARITABLE | $1,000 | |||
| FINE ARTS FIESTA | ||||||||||
| PO BOX 2053 | WILKESBARRE | PA | 18701 | NONE | PC | CHARITABLE | $1,000 | |||
| FORK OVER LOVE | ||||||||||
| 345 MARKET ST | KINGSTON | PA | 18704 | NONE | PC | CHARITABLE | $1,000 | |||
| FRANKLIN & MARSHALL COLLEGE | ||||||||||
| 415 HARRISBURG AVE | LANCASTER | PA | 17603 | NONE | PC | CHARITABLE | $1,000 | |||
| GEISINGER HEALTH FOUNDATION | ||||||||||
| 100 N ACADEMY AVE | DANVILLE | PA | 17822 | NONE | PC | CHARITABLE | $5,000 | |||
| HANOVER AREA FIRE DISTRICT | ||||||||||
| 299 FIRST ST | HANOVER TWP | PA | 18706 | NONE | PC | CHARITABLE | $1,000 | |||
| HANOVER TOWNSHIP POLICE | ||||||||||
| 1267 SANS SOUCI PKWY | HANOVER TWP | PA | 18706 | NONE | PC | CHARITABLE | $1,000 | |||
| HOSPITAL FOR SPECIAL SURGERY HSS FOUNDATION | ||||||||||
| 535 E 70TH ST | NEW YORK | NY | 10021 | NONE | PC | CHARITABLE | $1,000 | |||
| JACKSON TWP FIRE DEPARTMENT | ||||||||||
| 1275 HUNTSVILLE RD | JACKSON TWP | PA | 18708 | NONE | PC | CHARITABLE | $100 | |||
| JOHNS HOPKINS INSTITUTIONS | ||||||||||
| 600 N WOLFE ST | BALTIMORE | MD | 21287 | NONE | PC | CHARITABLE | $1,000 | |||
| KINGS COLLEGE | ||||||||||
| 133 N RIVER ST | WILKESBARRE | PA | 18711 | NONE | PC | CHARITABLE | $55,000 | |||
| KINGSTON FIRE DEPARTMENT | ||||||||||
| 600 WYOMING AVE | KINGSTON | PA | 18704 | NONE | PC | CHARITABLE | $1,000 | |||
| KINGSTON POLICE DEPARTMENT | ||||||||||
| 500 WYOMING AVE | KINGSTON | PA | 18704 | NONE | PC | CHARITABLE | $1,000 | |||
| MEALS ON WHEELS | ||||||||||
| 190 S SPRAGUE AVE | KINGSTON | PA | 18704 | NONE | PC | CHARITABLE | $1,000 | |||
| MISERICORDIA UNIVERSITY | ||||||||||
| 301 LAKE ST | DALLAS | PA | 18612 | NONE | PC | CHARITABLE | $5,000 | |||
| NATIONAL CENTRE FOR PADRE PIO INC | ||||||||||
| PO BOX 206 | BARTO | PA | 19504 | NONE | PC | CHARITABLE | $1,000 | |||
| NORTH BRANCH LAND TRUST | ||||||||||
| 11 CARVERTON RD | TRUCKSVILLE | PA | 18708 | NONE | PC | CHARITABLE | $1,500 | |||
| NORTHWEST STUDY ABROAD | ||||||||||
| PO BOX 6 | SHICKSHINNY | PA | 18655 | NONE | PC | CHARITABLE | $150 | |||
| OSTERHOUT LIBRARY | ||||||||||
| 71 S FRANKLIN ST | WILKESBARRE | PA | 18702 | NONE | PC | CHARITABLE | $500 | |||
| OUR LADY OF GOOD COUNSEL | ||||||||||
| 611 KNOWLES AVE | SOUTHHAMPTON | PA | 18966 | NONE | PC | CHARITABLE | $1,000 | |||
| RIVERFRONT PARKS COMMITTEE | ||||||||||
| 57 N FRANKLIN ST | WILKESBARRE | PA | 18701 | NONE | PC | CHARITABLE | $37,650 | |||
| ST EULALIA'S PARISH IMO ROGER MERRITT EDWARDS | ||||||||||
| 214 BLUE SHUTTERS RD | ROARING BROOK TWP | PA | 18444 | NONE | PC | CHARITABLE | $250 | |||
| ST JOSEPH MARELLO PARISH | ||||||||||
| 237 WILLIAMS ST | PITTSTON | PA | 18640 | NONE | PC | CHARITABLE | $1,000 | |||
| ST JOSEPH PREP IMO DR ALEXANDER PEDICINO | ||||||||||
| 1733 GIRARD AVE | PHILADELPHIA | PA | 19130 | NONE | PC | CHARITABLE | $250 | |||
| ST JUDE CHILDREN'S RESEARCH HOSPITAL IMO JIM GRAHAM | ||||||||||
| 501 ST JUDE PL | MEMPHIS | TN | 38105 | NONE | PC | CHARITABLE | $250 | |||
| ST JUDE CHILDREN'S RESEARCH HOSPITAL IMO MARY LEE CUSCELA | ||||||||||
| 501 ST JUDE PL | MEMPHIS | TN | 38105 | NONE | PC | CHARITABLE | $1,000 | |||
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||||||
| 501 ST JUDE PL | MEMPHIS | TN | 38105 | NONE | PC | CHARITABLE | $5,500 | |||
| ST NICHOLASST MARY'S CHURCH | ||||||||||
| 250 S WASHINGTON ST | WILKESBARRE | PA | 18702 | NONE | PC | CHARITABLE | $5,000 | |||
| THE COLONIAL WILLIAMSBURG FOUNDATION | ||||||||||
| PO BOX 1776 | WILLIAMSBURG | VA | 23187 | NONE | PC | CHARITABLE | $5,000 | |||
| THE HOLY TRINITY ARMENIAN APOSTOLIC CHURCH IMO ESTHER MOMJIAN | ||||||||||
| 101 ASHMEAD RD | CHELTENHAM | PA | 19012 | NONE | PC | CHARITABLE | $250 | |||
| THE HOLY TRINITY ARMENIAN APOSTOLIC CHURCH IMO ANNA HANAMIRIAN | ||||||||||
| 101 ASHMEAD RD | CHELTENHAM | PA | 19012 | NONE | PC | CHARITABLE | $250 | |||
| THE LANDS AT HILLSIDE FARMS | ||||||||||
| 65 HILLSIDE RD | TRUCKSVILLE | PA | 18708 | NONE | PC | CHARITABLE | $2,000 | |||
| TRINITY COLLEGE DUBLIN | ||||||||||
| NONE | PC | CHARITABLE | $25,000 | GRAFRON ST COLLEGE GREEN | DUBLIN | EI | ||||
| UNITED WAY | ||||||||||
| 7525 HICKORY HILLS CT | WHITE CREEK | TN | 37189 | NONE | PC | CHARITABLE | $1,000 | |||
| VOLUNTEERS IN MEDICINE | ||||||||||
| 190 N PENNSYLVANIA AVE | WILKESBARRE | PA | 18701 | NONE | PC | CHARITABLE | $5,000 | |||
| WILKES UNIVERSITY | ||||||||||
| 84 W SOUTH ST | WILKESBARRE | PA | 18766 | NONE | PC | CHARITABLE | $250,000 | |||
| WILKES-BARRE FIRE DEPARTMENT | ||||||||||
| 20-22 E ROSS ST | WILKESBARRE | PA | 18711 | NONE | PC | CHARITABLE | $1,000 | |||
| WILKES-BARRE POLICE BEEVOLENT ASSN | ||||||||||
| 15 N WASHINGTON ST | WILKESBARRE | PA | 18701 | NONE | PC | CHARITABLE | $1,000 | |||
| WOMEN IN AVIATION NEPA CHAPTER | ||||||||||
| 2001 WYOMING AVE | KINGSTON | PA | 18704 | NONE | PC | CHARITABLE | $1,500 | |||
| WYOMING SEMINARY IMO JODI KLUGER | ||||||||||
| 201 N SPRAGUE AVE | KINGSTON | PA | 18704 | NONE | PC | CHARITABLE | $1,000 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $508,850 | 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 | $4,547 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $242,187 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $179 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $246,913 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $246,913 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| M&T BANK CORP | $96,811 | $2,347,242 |
| AMERICA MOVIL | $39,543 | $1,446,900 |
| INGERSOLL RAND | $12,358 | $139,744 |
| AIR PRODUCTS | $307,324 | $1,235,100 |
| MUNCY COMUMBIA FINL CCNFB | $34,029 | $56,250 |
| PROCTOR AND GAMBLE | $54,630 | $143,310 |
| ENERGY TRANSFER LP | $135,825 | $1,813,900 |
| PHILLIPS 66 | $9,509 | $51,616 |
| COMMUNITY BANK SYST | $28,266 | $597,606 |
| L3 TECHNOLOGIES | $137,524 | $763,282 |
| UGI CORP NEW | $7,228 | $18,715 |
| WP CAREY INC | $12,367 | $49,557 |
| TRANE TECHNOLOGIES | $42,636 | $778,400 |
| MORGAN STANLEY | $14,129 | $177,530 |
| APPLE | $41,297 | $748,431 |
| MICROSOFT CORP | $11,947 | $338,534 |
| JPM NASDAQ EQUITY PREMIUM | $100,708 | $104,616 |
| JPMORGAN EQUITY PREMIUM | $100,150 | $100,170 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER INVESTMENT EXPENSE | $1,671 | $1,671 | $0 |
| PROFESSIONAL FEES | $2,500 | $2,500 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK DIFFERENCE IN BASIS OF INVESTMENTS | Desc |
| Amt | $127,520 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAXES | CategoryTxt |
| Amt | $2,338 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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