Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 01-01-2015 , and ending 12-31-2015
Name of foundation
ROY W PIPER CHARITABLE TRUST
C/O WILLIAM A PETTY
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 460
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
TUNKHANNOCK, PA18657
A Employer identification number

20-7487500
B Telephone number (see instructions)

(570) 836-5454
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$15,811,989
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments 64,328 64,328  
4 Dividends and interest from securities... 215,196 215,196  
5a Gross rents............ 702,371 702,371  
b Net rental income or (loss) 287,507
6a Net gain or (loss) from sale of assets not on line 10 472,120
b Gross sales price for all assets on line 6a 8,840,742
7 Capital gain net income (from Part IV, line 2)... 472,120
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 16,347 15,628  
12 Total. Add lines 1 through 11........ 1,470,362 1,469,643  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 101,628 65,628   36,000
14 Other employee salaries and wages...... 15,000     15,000
15 Pension plans, employee benefits....... 18,205 12,570   5,635
16a Legal fees (attach schedule)......... 2,255 155   2,100
b Accounting fees (attach schedule)....... 5,900 2,950   2,950
c Other professional fees (attach schedule).... 38,236 38,236    
17 Interest............... 501     501
18 Taxes (attach schedule) (see instructions)... 113,203 111,419   1,784
19 Depreciation (attach schedule) and depletion... 116,485 115,789  
20 Occupancy.............. 50,778 49,472   1,306
21 Travel, conferences, and meetings....... 1,233     1,233
22 Printing and publications.......... 1,784 1,192   592
23 Other expenses (attach schedule)....... 220,202 216,199   4,003
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 685,410 613,610   71,104
25 Contributions, gifts, grants paid....... 793,694 793,694
26 Total expenses and disbursements. Add lines 24 and 25 1,479,104 613,610   864,798
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -8,742
b Net investment income (if negative, enter -0-) 856,033
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 51,901 230,570 230,570
2 Savings and temporary cash investments......... 357,429 245,015 245,015
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 28,614 9,746 9,746
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 12,389,946 Click to see attachment11,347,948 11,347,948
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,434    
14 Land, buildings, and equipment: basis bullet3,978,528
Less: accumulated depreciation (attach schedule) bullet683,970 3,389,792 Click to see attachment3,294,558 3,978,528
15 Other assets (describe bullet) Click to see attachment95 Click to see attachment182 Click to see attachment182
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 16,219,211 15,128,019 15,811,989
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment15,865 Click to see attachment14,514
23 Total liabilities (add lines 17 through 22)......... 15,865 14,514
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 3,813,400 3,765,557
25 Temporarily restricted............... 12,389,946 11,347,948
26 Permanently restricted...............    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 16,203,346 15,113,505
31 Total liabilities and net assets/fund balances (see instructions). 16,219,211 15,128,019
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
16,203,346
2
Enter amount from Part I, line 27a .....................
2
-8,742
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
19,811
4
Add lines 1, 2, and 3 ..........................
4
16,214,415
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,100,910
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
15,113,505
Form 990-PF (2015)
Form 990-PF (2015)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b) How acquired
P—Purchase
D—Donation
(c) Date acquired
(mo., day, yr.)
(d) Date sold
(mo., day, yr.)
1a
b
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69
(k) Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 472,120
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2014 833,845 16,875,854 0.049411
2013 825,706 15,938,872 0.051805
2012 552,878 14,829,850 0.037281
2011 580,461 14,498,633 0.040036
2010 278,023 11,719,644 0.023723
2
Total of line 1, column (d) .....................
20.202256
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years . . .
3
0.040451
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
16,876,001
5
Multiply line 4 by line 3......................
5
682,651
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
8,560
7
Add lines 5 and 6........................
7
691,211
8
Enter qualifying distributions from Part XII, line 4.............
8
864,798
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2015)
Form 990-PF (2015)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 8,560
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 8,560
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 8,560
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 29,880
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 29,880
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 21,320
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet8,560 RefundedBullet 11 12,760
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletPA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletWILLIAM A PETTY Telephone no.bullet (570) 836-5454

    Located atbulletPO BOX 460TUNKHANNOCKPA ZIP+4bullet18657
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.......bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2015, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2015?.............
    1c
     
     
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2015 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2015.)..................
    3b
     
    No
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    WILLIAM A PETTY MANAGER
    40.00
    56,628 7,928 0
    PO BOX 460
    TUNKHANNOCK,PA18657
    THOMAS P TULANEY TRUSTEE
    2.00
    15,000 0 0
    PO BOX 460
    TUNKHANNOCK,PA18657
    ROBERT P BROWNING TRUSTEE
    2.00
    15,000 0 0
    PO BOX 460
    TUNKHANNOCK,PA18657
    RONALD KUKUCHKA TRUSTEE
    2.00
    15,000 0 0
    PO BOX 460
    TUNKHANNOCK,PA18657
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    11,756,107
    b
    Average of monthly cash balances.......................
    1b
    634,144
    c
    Fair market value of all other assets (see instructions)................
    1c
    4,742,745
    d
    Total (add lines 1a, b, and c).........................
    1d
    17,132,996
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    17,132,996
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    256,995
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    16,876,001
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    843,800
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    843,800
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    8,560
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    8,560
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    835,240
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    835,240
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    835,240
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    864,798
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    864,798
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    8,560
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    856,238
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2014
    (c)
    2014
    (d)
    2015
    1 Distributable amount for 2015 from Part XI, line 7 835,240
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 326,940
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2015:
    a From 2010......  
    b From 2011......  
    c From 2012......  
    d From 2013......  
    e From 2014......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 864,798
    a Applied to 2014, but not more than line 2a 326,940
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
     
    c Treated as distributions out of corpus (Election
    required—see instructions)........
     
    d Applied to 2015 distributable amount..... 537,858
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2015.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
     
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
     
    e Undistributed income for 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........
    297,382
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
     
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...
     
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......
     
    10 Analysis of line 9:
    a Excess from 2011....  
    b Excess from 2012....  
    c Excess from 2013....  
    d Excess from 2014....  
    e Excess from 2015....  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2015, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2015 (b) 2014 (c) 2013 (d) 2012
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    WILLIAM A PETTY
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    WILLIAM A PETTY
    PO BOX 460
    TUNKHANNOCK,PA18657
    (570) 836-3868
    bThe form in which applications should be submitted and information and materials they should include:
    FORMAL APPLICATION PROVIDED BY TRUSTEES. APPLICATION SHOULD INCLUDE DESCRIPTION OF INTENT TO MATRICULATE AT A COLLEGE OR UNIVERSITY, CURRENT SCHOOL AND GRADE POINT AVERAGE THOUGH 1ST SEMESTER OF SENIOR YEAR. FINALISTS WILL BE REQUIRED TO PROVIDE SIGNED INCOME TAX RETURNS FOR 2 FISCAL YEARS IMMEDIATELY PRECEDING THE DATE OF APPLICATION FROM EACH APPLICANT, APPLICANT'S PARENT/GUARDIAN.
    cAny submission deadlines:
    MARCH 15 OF EACH YEAR.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    AWARDS WILL ONLY BE MADE TO APPLICANTS WHO ARE MEMBERS OF A FAMILY WITH A COMBINED HOUSEHOLD INCOME OF LESS THAN 90,000 AND WHO HAVE A CUMULATIVE "C" AVERAGE THROUGH FIRST TERM OF THE STUDENT'S SENIOR YEAR IN HIGH SCHOOL. STUDENTS RESIDING IN WYOMING, LUZERNE AND LACKAWANNA COUNTIES WILL HAVE PREFERENCE.
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    VICTIMS RESOURCE CENTER
    119 WARREN STREET
    TUNHANNOCK,PA18657
    NONE PUBLIC GENERAL GRANT 2,500
    SEVEN LOAVES SOUP KITCHEN
    51 WARREN ST
    TUNKHANNOCK,PA18657
    NONE PUBLIC GENERAL GRANT 5,000
    AZIZI FARAHNAZ
    1124 COURT STREET
    SCRANTON,PA18508
    NONE N/A COLLEGE SCHOLARSHIP 5,000
    BELLANCO EMILY
    41 DORRANCE AVE
    WYOMING,PA18644
    NONE N/A COLLEGE SCHOLARSHIP 7,371
    BENKO BRIDGET
    RR1 BOX 145
    DALTON,PA18414
    NONE N/A COLLEGE SCHOLARSHIP 1,117
    BERARDELLI KRISTA
    1206 BREAKER CR DR
    DICKSON CITY,PA18519
    NONE N/A COLLEGE SCHOLARSHIP 10,000
    BERTO TAYLOR
    46 SHARON DRIVE
    MOOSIC,PA18507
    NONE N/A COLLEGE SCHOLARSHIP 7,500
    BILSKI SARAH
    364 LAKE ST
    DALLAS,PA18612
    NONE N/A COLLEGE SCHOLARSHIP 15,000
    BLEVINS JAMES
    100 GRZYBOWSKI ROAD
    SCOTT TOWNSHIP,PA184477614
    NONE N/A COLLEGE SCHOLARSHIP 7,000
    BREITA ALICIA
    237 KEHRLI ROAD
    FACTORYVILLE,PA18419
    NONE N/A COLLEGE SCHOLARSHIP 14,428
    CALLAS DANNIELLE
    104 SOUTH LOTT RD
    MESHOPPEN,PA18630
    NONE N/A COLLEGE SCHOLARSHIP 9,472
    CAMACHO MONSERRATH
    549 EYNON ST
    SCRANTON,PA18504
    NONE N/A COLLEGE SCHOLARSHIP 15,000
    CARLIN CASEY
    929 RIVER ST
    SCRANTON,PA18505
    NONE N/A COLLEGE SCHOLARSHIP 10,000
    CENTRELLA ZACKARY
    49 LUDLOW ST
    APT 5D
    NEW YORK,NY10002
    NONE N/A COLLEGE SCHOLARSHIP 21,000
    CHRISTOFFERSON LEILA
    1 EVERGREEN DRIVE
    TUNKHANNOCK,PA18657
    NONE N/A COLLEGE SCHOLARSHIP 5,500
    CLARK RACHEL
    174 CREEK ROAD
    FACTORYVILLE,PA18419
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    CLEMENS DANIEL
    25 DOGWOOD DRIVE
    TUNKHANNOCK,PA18657
    NONE N/A COLLEGE SCHOLARSHIP 10,000
    CONNOR CHRIS
    1367 POST HILL ROAD
    FACTORYVILLE,PA18419
    NONE N/A COLLEGE SCHOLARSHIP 5,500
    COX LAURA
    86 WILBUR HILL ROAD
    DALTON,PA18414
    NONE N/A COLLEGE SCHOLARSHIP 10,000
    COYNE MARION
    1258 WATSON STREET
    SCRANTON,PA18504
    NONE N/A COLLEGE SCHOLARSHIP 7,913
    CROCK CAMERON
    108 STATE ST
    NICHOLSON,PA18446
    NONE N/A COLLEGE SCHOLARSHIP 32,494
    DINGER JORDAN
    820 LAYTON ROAD
    SOUTH ABINGTON,PA18411
    NONE N/A COLLEGE SCHOLARSHIP 5,000
    DIPASQUALE SKYLER
    146 STATE ROUTE 239
    SHICKSHINNY,PA18655
    NONE N/A COLLEGE SCHOLARSHIP 10,000
    DOUGHER LAUREN
    SCRANTON
    SCRANTON,PA18504
    NONE N/A COLLEGE SCHOLARSHIP 3,683
    DYMOND MATTHEW
    103 PUTNAM STREET
    TUNKHANNOCK,PA18657
    NONE N/A COLLEGE SCHOLARSHIP 5,000
    EIGHAZAL DANIA
    223 N SUMNER AVE
    SCRANTON,PA18504
    NONE N/A COLLEGE SCHOLARSHIP 6,000
    EIGHAZAL GEORGIA
    223 N SUMNER AVE
    SCRANTON,PA18504
    NONE N/A COLLEGE SCHOLARSHIP 7,500
    FREAR SAMANTHA
    121 CHURCH ROAD
    FACTORYVILLE,PA18419
    NONE N/A COLLEGE SCHOLARSHIP 12,000
    GREGORI TIFFANY
    102 CHURCH ST
    EYNON,PA18403
    NONE N/A COLLEGE SCHOLARSHIP 2,250
    GURDZINSKI GABRIELLE
    104 NORFOLK WAY
    SCRANTON,PA18504
    NONE N/A COLLEGE SCHOLARSHIP 10,000
    GULMOHAMMAD NARGES
    534 ADAMS AVE
    SCRANTON,PA18510
    NONE N/A COLLEGE SCHOLARSHIP 4,989
    GUY KATHLEEN
    112 STONY MOUNTAIN ROAD
    TUNKHANNOCK,PA18657
    NONE N/A COLLEGE SCHOLARSHIP 10,000
    HENN PAUL
    32 SUNRISE LANE
    TUNKHANNOCK,PA18657
    NONE N/A COLLEGE SCHOLARSHIP 4,000
    HERRON CECILLIA
    616 MYRTLE STREET
    SCRANTON,PA185101034
    NONE N/A COLLEGE SCHOLARSHIP 5,000
    HOLEVA EMILY
    123 BETTY STREET
    EYNON,PA18403
    NONE N/A COLLEGE SCHOLARSHIP 1,000
    IDE AARON
    671 DERWIN ROAD
    MONROE TOWNSHIP,PA18636
    NONE N/A COLLEGE SCHOLARSHIP 11,385
    KELLER KIMBERLY
    104 ANTHONY DRIVE
    TAYLOR,PA18517
    NONE N/A COLLEGE SCHOLARSHIP 9,615
    KING JULIA
    709 MYRTLE STREET
    SCRANTON,PA18510
    NONE N/A COLLEGE SCHOLARSHIP 9,000
    KIRSCHNER SAMANTHA
    28 BEECHNUT DRIVE
    GOULDSBORO,PA18424
    NONE N/A COLLEGE SCHOLARSHIP 10,000
    KOZIOL KAYLA
    60 CHESTNUT TREE ROAD
    NOXEN,PA18636
    NONE N/A COLLEGE SCHOLARSHIP 9,334
    KWOK FLORENCE
    639 CAREY AVE
    WILKESBARRE,PA18702
    NONE N/A COLLEGE SCHOLARSHIP 3,998
    LENGEL PETER
    PO BOX 2
    DALTON,PA18414
    NONE N/A COLLEGE SCHOLARSHIP 18,000
    LUKE DANIEL
    3701 E 13TH ST N
    WICHITA,KS67208
    NONE N/A COLLEGE SCHOLARSHIP 10,000
    MALATESTA ARIELLE
    1815 BRITTAIN ST
    BERWICK,PA186032509
    NONE N/A COLLEGE SCHOLARSHIP 4,412
    MATTI TARYN
    4318 SR 438
    DALTON,PA18414
    NONE N/A COLLEGE SCHOLARSHIP 15,000
    MCCLAIN MEGGAN
    PO BOX 262
    MESHOPPEN,PA18630
    NONE N/A COLLEGE SCHOLARSHIP 5,005
    MCHALE KYLE
    247 PARRISH STREET
    WILKESBARRE,PA18702
    NONE N/A COLLEGE SCHOLARSHIP 10,583
    MORALES JOVANNE
    1528 WASHBURN ST
    SCRANTON,PA18504
    NONE N/A COLLEGE SCHOLARSHIP 4,962
    MORGESE GINA
    PO BOX 263
    CARBONDALE,PA18407
    NONE N/A COLLEGE SCHOLARSHIP 7,500
    MOSLUK DARIAN
    161 JAYNE ROAD
    TUNHANNOCK,PA18657
    NONE N/A COLLEGE SCHOLARSHIP 11,000
    MUSTO EMMA
    277 SHORT HILL DRIVE
    CLARKS GREEN,PA18411
    NONE N/A COLLEGE SCHOLARSHIP 11,250
    NOCITO CASSANDRA
    424 RIDGE ROAD
    PITTSTON,PA186409522
    NONE N/A COLLEGE SCHOLARSHIP 3,263
    OSTROWSKY NOAD
    473 SR 292E
    TUNKHANNOCK,PA18657
    NONE N/A COLLEGE SCHOLARSHIP 12,000
    PARFITT JASON
    424 HUDSON STREET
    MOOSIC,PA18507
    NONE N/A COLLEGE SCHOLARSHIP 7,500
    PAGE CRYSTAL
    UNKNOW
    UNKNOWN,PA18657
    NONE N/A COLLEGE SCHOLARSHIP 5,000
    PARSONS GARRETT
    598 EAST MAIDEN ST
    WASHINGTON,PA15301
    NONE N/A COLLEGE SCHOLARSHIP 977
    PATEL DHRUVALKUMAR
    612 ADAMS AVE
    SCRANTON,PA18510
    NONE N/A COLLEGE SCHOLARSHIP 15,000
    PENNACHIO RAY
    298 BENTON RD
    N ABINGTON TWP,PA18414
    NONE N/A COLLEGE SCHOLARSHIP 10,000
    PETRO-WESNAK MADISON
    600 SCHOOL ST
    MOOSIC,PA18507
    NONE N/A COLLEGE SCHOLARSHIP 4,000
    POLI CHARLES
    9 FAIRLAWN DR
    HUGHESTOWN,PA18640
    NONE N/A COLLEGE SCHOLARSHIP 7,052
    PRICE JONATHAN
    82 MILL MOUNTAIN RD
    DRUMS,PA18222
    NONE N/A COLLEGE SCHOLARSHIP 4,500
    QUICK MEGAN
    89 MAPLE AVE
    TUNHANNOCK,PA18657
    NONE N/A COLLEGE SCHOLARSHIP 7,000
    RARRICK BEN
    305 MAIN AVE
    CLARKS SUMMIT,PA18411
    NONE N/A COLLEGE SCHOLARSHIP 10,000
    REYAN TANNER
    1730 WILLIAMS ROAD
    FRIENDSVILLE,PA18818
    NONE N/A COLLEGE SCHOLARSHIP 12,000
    ROBINSON BEN
    PO BOX 103
    DALTON,PA18414
    NONE N/A COLLEGE SCHOLARSHIP 6,473
    ROGERS SOPHIE
    640 BEECH ST
    SCRANTON,PA18505
    NONE N/A COLLEGE SCHOLARSHIP 7,000
    ROJEK ALEXANDER
    35 ANDREW DR
    SCOTT TOWNSHIP,PA184339727
    NONE N/A COLLEGE SCHOLARSHIP 3,500
    ROSENCRANCE KATHERINE
    2339 CHERRY HILL ROAD
    CLARKS SUMMIT,PA18411
    NONE N/A COLLEGE SCHOLARSHIP 22,461
    SAKSON BRITTANY
    847 SPRUCE ST
    OLYPHANT,PA18447
    NONE N/A COLLEGE SCHOLARSHIP 3,750
    SALAZAR XIOMARA
    930 E 6TH ST
    BERWICK,PA18603
    NONE N/A COLLEGE SCHOLARSHIP 7,000
    SANDERCOCK EVAN
    225 LILY LAKE ROAD
    DALTON,PA18414
    NONE N/A COLLEGE SCHOLARSHIP 15,000
    SCANLON MARGARET
    2744 RANSOM ROAD
    CLARKS SUMMIT,PA184119647
    NONE N/A COLLEGE SCHOLARSHIP 6,000
    SEMYON CASSANDRA
    302 HOLLENBACK ST
    MOOSIC,PA18507
    NONE N/A COLLEGE SCHOLARSHIP 15,000
    SEPROSKY JORDAN
    1217 TONWIN ST
    ARCHBALD,PA18403
    NONE N/A COLLEGE SCHOLARSHIP 9,000
    SHAO TONY
    27 HILLTOP DRIVE
    TUNKHANNOCK,PA18657
    NONE N/A COLLEGE SCHOLARSHIP 6,700
    SHEAN JACK
    704 N IRVING AVE
    SCRANTON,PA18510
    NONE N/A COLLEGE SCHOLARSHIP 2,500
    SHELEST ANASTASIYA
    37 AMHERST AVE
    WILKESBARRE,PA187021606
    NONE N/A COLLEGE SCHOLARSHIP 10,000
    SHICK AMY
    117 WHITE TAIL DRIVE
    MOUNTAIN TOP,PA18707
    NONE N/A COLLEGE SCHOLARSHIP 10,000
    SIESS VICTORIA
    815 HILL STREET
    THROOP,PA18512
    NONE N/A COLLEGE SCHOLARSHIP 15,000
    STANKOWSKI JOSHUA
    1023 HAMM COURT
    SCRANTON,PA18505
    NONE N/A COLLEGE SCHOLARSHIP 7,000
    STEVENS CASSSANDRA
    39 BROOK ST
    HARVEYS LAKE,PA18618
    NONE N/A COLLEGE SCHOLARSHIP 11,592
    STRAUCH JANINE
    11 CONCORD AVE
    FACTORYVILLE,PA18419
    NONE N/A COLLEGE SCHOLARSHIP 10,000
    TEMSAMRIT BRIAN
    821 LOCUST ST
    SCRANTON,PA18504
    NONE N/A COLLEGE SCHOLARSHIP 5,000
    TERRY MATTHEW
    1239 WESTSIDE AVE
    HONESDALE,PA18431
    NONE N/A COLLEGE SCHOLARSHIP 4,500
    TILBERRY STEPHANIE
    507 WEST HOSPITAL STREET
    TAYLOR,PA185172011
    NONE N/A COLLEGE SCHOLARSHIP 1,750
    VANDORICK KELCY
    209 ELIZABETH LANE
    FACTORYVILLE,PA18419
    NONE N/A COLLEGE SCHOLARSHIP 15,000
    VANETTEN JENNIFER
    52 LINABERRY ROAD
    MONTROSE,PA18801
    NONE N/A COLLEGE SCHOLARSHIP 12,000
    VASKAS ADRIANNA
    54 MILL CREEK ROAD
    STEVENSVILLE,PA18845
    NONE N/A COLLEGE SCHOLARSHIP 750
    WADIKA MICHELLE
    1403 PROSPECT AVE
    SCRANTON,PA185051734
    NONE N/A COLLEGE SCHOLARSHIP 7,500
    WALTER AMANDA
    166 S MAIN ST
    ARCHBALD,PA184031731
    NONE N/A COLLEGE SCHOLARSHIP 5,000
    WESNAK SAMANTHA
    600 SCHOOL ST
    MOOSIC,PA18507
    NONE N/A COLLEGE SCHOLARSHIP 15,000
    WETHERBEE ALISON
    8 ENGLEWOOD DR
    TUNKHANNOCK,PA18657
    NONE N/A COLLEGE SCHOLARSHIP 10,000
    WILCHA SKYLER
    511 MESHOPPEN CREEK RD
    MESHOPPEN,PA18630
    NONE N/A COLLEGE SCHOLARSHIP 9,665
    Total .................................bullet 3a 793,694
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ...........
        14 64,328  
    4 Dividends and interest from securities....     14 215,196  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......     16 287,507  
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property
             
    7 Other investment income.....         4,624
    8
    Gain or (loss) from sales of assets other than inventory ............
        14 472,120  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue:
    aOTHER INCOME - R/E
            9,594
    bINSURANCE REIMBURSEMENT         537
    cGAIN/LOSS ON SALE SCRAP MET         27
    dSUB PMT IN LIEU OF DIV OR I     14 742  
    eSECT 1202 GAIN     14 104  
    fIGM     15 719  
    12 Subtotal. Add columns (b), (d), and (e)..   1,040,716 14,782
    13Total. Add line 12, columns (b), (d), and (e)..................
    131,055,498
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2015)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2015 AccountingFeesSchedule
    Name:
    ROY W PIPER CHARITABLE TRUST
     
    C/O WILLIAM A PETTY
    EIN:
    20-7487500
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INDIRECT ACCOUNTING FEES 5,900 2,950   2,950

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    TY 2015 DepreciationSchedule
    Name:
    ROY W PIPER CHARITABLE TRUST
     
    C/O WILLIAM A PETTY
    EIN:
    20-7487500
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)
    Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    LAND-BASIS FROM ESTATE 2010-01-01 44,000              
    BUILDING-BASIS FROM ESTATE 2010-01-01 556,727 100,380 S/L 27.5000 20,244 20,244    
    LAND IMPROVEMENTS-CARRYOVER BASIS 2010-01-01 50,017 18,842 150DB 15.0000 3,118 3,118    
    FURNISHINGS 2010-06-15 1,868 1,760 200DB 5.0000 108 108    
    2 LOTS BY SUSQUEHANNA APTS 2010-01-01 30,000              
    FURNISHINGS 2011-03-31 407 407 200DB 5.0000        
    FURNISHINGS 2011-04-30 1,210 1,210 200DB 5.0000        
    FURNISHINGS 2011-07-31 352 352 200DB 5.0000        
    FURNISHINGS 2011-08-31 271 271 200DB 5.0000        
    FURNISHINGS 2011-10-31 921 921 200DB 5.0000        
    FURNISHINGS 2011-11-30 256 256 200DB 5.0000        
    NEW FURNACE 2012-01-31 1,694 1,450 200DB 5.0000 98 98    
    NEW CARPET 2012-04-30 256 219 200DB 5.0000 14 14    
    REFRIGERATOR 2012-04-30 265 227 200DB 5.0000 15 15    
    NEW CARPET 2012-05-31 256 219 200DB 5.0000 14 14    
    REFRIGERATOR 2012-05-31 265 227 200DB 5.0000 15 15    
    DEHUMIDIFIER 2012-06-30 79 68 200DB 5.0000 4 4    
    WATER HEATER 2012-06-30 150 129 200DB 5.0000 8 8    
    NEW CARPET 2012-06-30 575 492 200DB 5.0000 33 33    
    WATER HEATER 2012-06-30 917 785 200DB 5.0000 52 52    
    NEW CARPET 2012-09-30 256 219 200DB 5.0000 14 14    
    2 OIL TANKS 2012-12-31 609 522 200DB 5.0000 35 35    
    JOHN DEERE MOWER 2012-05-13 2,226 1,905 200DB 5.0000 129 129    
    OIL TANKS 2013-01-31 1,001 520 200DB 5.0000 193 193    
    CARPET 2013-03-31 268 139 200DB 5.0000 52 52    
    REFRIGERATOR 2013-04-30 276 143 200DB 5.0000 53 53    
    CARPET 2013-06-30 502 261 200DB 5.0000 96 96    
    DEHUMIDIFIER 2013-07-31 124 64 200DB 5.0000 24 24    
    CARPET 2013-09-30 349 181 200DB 5.0000 67 67    
    WASHER 2013-10-31 359 187 200DB 5.0000 69 69    
    WATER HEATER 2013-12-31 148 77 200DB 5.0000 29 29    
    REFRIGERATOR 2014-02-28 596 358 200DB 5.0000 95 95    
    WATER HEATER 2014-04-30 1,087 652 200DB 5.0000 174 174    
    CARPET 2014-05-31 368 221 200DB 5.0000 59 59    
    WATER HEATER 2014-07-31 872 523 200DB 5.0000 140 140    
    REFRIGERATOR 2014-08-31 252 151 200DB 5.0000 40 40    
    WATER HEATER 2014-08-31 266 160 200DB 5.0000 42 42    
    CARPET 2014-12-31 380 228 200DB 5.0000 61 61    
    CARPET 2014-07-31 354 212 200DB 5.0000 57 57    
    NEW CARPET 2015-04-30 536   200DB 5.0000 322 322    
    NEW CABINET DRAWERS 2015-05-31 56   200DB 5.0000 34 34    
    NEW CARPET 2015-07-31 708   200DB 5.0000 425 425    
    NEW REFRIGERATOR 2015-08-31 310   200DB 5.0000 186 186    
    PARKING LOT SEALING 2015-10-31 1,845   150DB 15.0000 969 969    
    CARPET 2015-11-30 268   200DB 5.0000 161 161    
    CARPET 2015-12-31 401   200DB 5.0000 240 240    
    LAND-BASIS FROM ESTATE 2010-01-01 9,100              
    BUILDING-BASIS FROM ESTATE 2010-01-01 106,139 19,138 S/L 27.5000 3,859 3,859    
    FURNISHINGS 2010-06-15 244 230 200DB 5.0000 14 14    
    LAND-BASIS FROM ESTATE 2010-01-01 10,000              
    BUILDING-BASIS FROM ESTATE 2010-01-01 103,680 18,713 S/L 27.5000 3,770 3,770    
    IMPROVEMENTS 2011-06-15 2,383 307 S/L 27.5000 87 87    
    NEW WASHER (10 PA AVE) 2015-01-05 450   200DB 5.0000 270 270    
    USED REFRIGERATOR (12 PA AVE) 2015-07-15 400   200DB 5.0000 80 80    
    OAK FLOORING (12 PA AVE) 2015-07-28 281   S/L 15.0000 145 145    
    LAND-BASIS FROM ESTATE 2010-01-01 7,700              
    BUILDING-BASIS FROM ESTATE 2010-01-01 78,102 14,082 S/L 27.5000 2,840 2,840    
    IMPROVEMENTS 2010-12-01 655 96 S/L 27.5000 24 24    
    FURNISHINGS 2010-10-26 1,125 1,060 200DB 5.0000 65 65    
    NEW SINK, FAUCET (220 MALLERY) 2015-12-15 399   200DB 5.0000 239 239    
    LAND @ FMV 1/1/10 2010-01-01 4,400              
    BUILDING @ FMV 1/1/10 2010-01-01 105,600 19,040 S/L 27.5000 3,840 3,840    
    IMPROVEMENTS 2010-11-02 248 37 S/L 27.5000 9 9    
    IMPROVEMENTS 2011-06-15 179 24 S/L 27.5000 6 6    
    NEW CARPET 2012-07-09 2,285 1,956 200DB 5.0000 132 132    
    WASHER & DRYER 2012-12-14 514 440 200DB 5.0000 30 30    
    RANGE 2013-03-11 514 267 200DB 5.0000 99 99    
    FURNITURE 2013-05-12 261 136 200DB 5.0000 50 50    
    STOVE 2014-01-29 503 302 200DB 5.0000 81 81    
    LAND @ FMV 1/1/10 2010-01-01 8,080              
    BUILDING @ FMV 1/1/10 2010-01-01 92,920 16,754 S/L 27.5000 3,379 3,379    
    IMPROVEMENTS 2010-12-15 10,268 1,509 S/L 27.5000 374 374    
    IMPROVEMENTS 2011-06-15 929 119 S/L 27.5000 34 34    
    FURNISHINGS 2011-06-15 1,971 1,971 200DB 5.0000        
    FURNACE 2014-03-13 4,639 134 S/L 27.5000 168 168    
    BUILDING IMPROVEMENTS 2014-11-26 6,445 3,330 S/L 15.0000 215 215    
    NEW REFRIGERATOR 2015-08-31 450   200DB 5.0000 270 270    
    NEW CARPET 2015-09-30 2,100   200DB 5.0000 1,260 1,260    
    LAND-BASIS FROM ESTATE 2010-01-01 8,200              
    BUILDING-BASIS FROM ESTATE 2010-01-01 65,490 11,807 S/L 27.5000 2,382 2,382    
    STOVE 2014-05-30 636 382 200DB 5.0000 101 101    
    REFRIGERATOR 2014-05-30 584 350 200DB 5.0000 94 94    
    REFRIGERATOR 2014-08-12 585 351 200DB 5.0000 94 94    
    STOVE 2014-08-12 460 276 200DB 5.0000 74 74    
    DISHWASHER 2014-08-12 400 240 200DB 5.0000 64 64    
    CARPET 2014-08-19 1,100 660 200DB 5.0000 176 176    
    IMPROVEMENTS 2014-10-03 1,092 564 S/L 15.0000 37 37    
    LAND @ FMV 1/1/10 2010-01-01 99,660              
    BUILDING @ FMV 1/1/10 2010-01-01 202,340 25,725 S/L 39.0000 5,188 5,188    
    WATER PUMP 2012-01-25 795 681 200DB 5.0000 45 45    
    LAND-BASIS FROM ESTATE 2010-01-01 100,000              
    BUILDING-BASIS FROM ESTATE 2010-01-01 200,819 25,532 S/L 39.0000 5,149 5,149    
    IMPROVEMENTS-BARRACKS 2010-10-15 3,032 327 S/L 39.0000 78 78    
    HEAT PUMP 2010-03-01 7,900 971 S/L 39.0000 202 202    
    IMPROVEMENTS-BARRACKS 2011-06-15 1,711 156 S/L 39.0000 43 43    
    NEW BASE CABINETS 2012-10-11 508 435 200DB 5.0000 29 29    
    WATER HEATER 2013-01-28 328 170 200DB 5.0000 63 63    
    HEATING UNIT 2013-08-26 2,008 71 S/L 39.0000 51 51    
    PARKING LOT PAVING 2013-05-31 32,000 4,640 150DB 15.0000 2,736 2,736    
    HVAC 2014-07-30 5,185 61 S/L 39.0000 133 133    
    LAND @ FMV 1/1/10 2010-01-01 180,090              
    BUILDING @ FMV 1/1/10 2010-01-01 486,910 61,905 S/L 39.0000 12,484 12,484    
    IMPROVEMENTS-BARRACKS 2011-06-15 22,681 2,060 S/L 39.0000 581 581    
    NEW HEATING UNIT 2012-02-29 16,880 1,765 S/L 27.5000 614 614    
    RANGE 2013-09-04 480 250 200DB 5.0000 92 92    
    NEW WATER TREATMENT SYSTEM 2015-06-29 2,942   S/L 15.0000 1,520 1,520    
    PARKING LOT SEALING 2015-10-20 4,943   150DB 15.0000 2,595 2,595    
    LAND-BASIS FROM ESTATE 2010-01-01 20,800              
    BUILDING-BASIS FROM ESTATE 2010-01-01 116,023 20,919 S/L 27.5000 4,219 4,219    
    LAND @ FMV 1/1/10 2010-01-01 84,180              
    BUILDING @ FMV 1/1/10 2010-01-01 281,820 35,829 S/L 39.0000 7,227 7,227    
    IMPROVEMENTS-BARRACKS 2010-09-30 3,909 430 S/L 39.0000 100 100    
    FURNISHINGS 2010-09-15 1,557 1,467 200DB 5.0000 90 90    
    PARKING LOT 2011-06-02 22,550 22,550 150DB 15.0000        
    AIR CONDITION UNIT 2012-08-06 3,500 2,996 200DB 5.0000 202 202    
    CARPET 2013-12-30 600 312 200DB 5.0000 115 115    
    HEATING UNIT 2013-06-17 2,216 88 S/L 39.0000 56 56    
    HVAC 2014-07-09 4,385 2,218 S/L 39.0000 56 56    
    CARPET 2014-01-17 1,790 1,074 200DB 5.0000 286 286    
    CARPET 2014-02-13 1,685 1,011 200DB 5.0000 270 270    
    PARKING AREA 2014-09-10 6,728 3,532 150DB 15.0000 320 320    
    LAND-BASIS FROM ESTATE 2010-01-01 90,000              
    BUILDING-BASIS FROM ESTATE 2010-01-01 329,128 41,845 S/L 39.0000 8,439 8,439    
    LAND IMPROVEMENTS 2010-01-01 5,185 1,953 150DB 15.0000 324 324    
    EQUIPMENT 2010-01-01 24,276 18,860 200DB 7.0000 2,166 2,166    
    CARPET 2013-05-10 1,380 718 200DB 5.0000 265 265    
    WATER HEATER 2014-01-29 315 189 200DB 5.0000 50 50    
    DUCT WORK 2015-02-19 2,070   S/L 39.0000 46 46    
    NEW BASEBOARD HEAT 2015-03-05 1,380   S/L 39.0000 28 28    
    NEW CONCRETE POSTS 2015-06-29 161   S/L 15.0000 83 83    
    LAND @ FMV 1/1/10 2010-01-01 38,750              
    BUILDING @ FMV 1/1/10 2010-01-01 116,250 20,960 S/L 27.5000 4,227 4,227    
    LAND - BASIS FROM ESTATE 2010-01-01 7,800              
    BUILDING - BASIS FROM ESTATE 2010-01-01 85,310 15,363 S/L 27.5000 3,102 3,102    
    CARPET & VINYL 2013-08-28 104 54 200DB 5.0000 20 20    
    RANGE 2013-06-05 475 247 200DB 5.0000 91 91    
    APARTMENT IMPROVEMENTS 2013-05-12 4,293 179 S/L 39.0000 110 110    
    REPLACEMENT WINDOWS 2015-10-20 858   S/L 15.0000 443 443    

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    TY 2015 GainLossSaleOtherAssetsSch
    Name:
    ROY W PIPER CHARITABLE TRUST
     
    C/O WILLIAM A PETTY
    EIN:
    20-7487500
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    SEE ATTACHMENT D-1   PURCHASE     369,148 353,103     16,045  
    SEE ATTACHMENT D-1   PURCHASE     415 415        
    SEE ATTACHMENT D-1   PURCHASE     440,631 347,486     93,145  
    SEE ATTACHMENT D-1   PURCHASE     89,472 45,088     44,384  
    SEE ATTACHMENT D-1   PURCHASE     30       30  
    SEE ATTACHMENT D-2   PURCHASE     93,230 98,364     -5,134  
    SEE ATTACHMENT D-2   PURCHASE     187,423 135,086     52,337  
    SEE ATTACHMENT D-2   PURCHASE     249 99     150  
    SEE ATTACHMENT D-3   PURCHASE     1,463,728 1,553,551     -89,823  
    SEE ATTACHMENT D-3   PURCHASE     643,884 612,179     31,705  
    SEE ATTACHMENT D-3   PURCHASE     3       3  
    SEE ATTACHMENT D-4   PURCHASE     955,008 1,000,455     -45,447  
    SEE ATTACHMENT D-4   PURCHASE     1,191,620 1,246,617     -54,997  
    SEE ATTACHMENT D-4   PURCHASE     131,745 121,535     10,210  
    SEE ATTACHMENT D-5   PURCHASE     14,156 16,996     -2,840  
    SEE ATTACHMENT D-5   PURCHASE     1,654,897 1,376,389     278,508  
    SEE ATTACHMENT D-6   PURCHASE     301,142 301,284   296 -438  
    SEE ATTACHMENT D-6   PURCHASE     5,416 5,416        
    SEE ATTACHMENT D-6   PURCHASE     175,633 174,929   485 219  
    SEE ATTACHMENT D-6   PURCHASE     180,895 180,974   42 -121  
    SEE ATTACHMENT D-7   PURCHASE     195,988 204,550     -8,562  
    SEE ATTACHMENT D-7   PURCHASE     266,301 193,189     73,112  
    SEE ATTACHMENT D-7   PURCHASE     3,879 1,530     2,349  
    SEE ATTACHMENT D-7   PURCHASE     134       134  
    SEE ATTACHMENT D-8   PURCHASE     14,108 3,032     11,076  
    SEE ATTACHMENT D-9   PURCHASE     10,358 10,358        
    SEE ATTACHMENT D-9   PURCHASE     61,388 61,143     245  
    SEE ATTACHMENT D-9   PURCHASE     22,476 22,821     -345  
    SEE ATTACHMENT D-10   PURCHASE     150,049 160,647     -10,598  
    SEE ATTACHMENT D-10   PURCHASE     69 69        
    SEE ATTACHMENT D-10   PURCHASE     122,256 132,246     -9,990  
    SEE ATTACHMENT D-10   PURCHASE     12,603 8,248     4,355  
    SEE ATTACHMENT D-10   PURCHASE     59       59  

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    ROY W PIPER CHARITABLE TRUST
     
    C/O WILLIAM A PETTY
    EIN:
    20-7487500
    Name of Stock End of Year Book Value End of Year Fair Market Value
    MERRILL LYNCH 10792 2,749,675 2,749,675
    MERRILL LYNCH 10497 1,578,748 1,578,748
    MERRILL LYNCH 10793 1,452,467 1,452,467
    MERRILL LYNCH 11080 1,378,008 1,378,008
    MERRILL LYNCH 10791 1,219,394 1,219,394
    JACKSON LIFE ANNUITY 1,750,000 1,750,000
    MERRILL LYNCH 10499 698,042 698,042
    MERRILL LYNCH 10498 521,614 521,614
    MERRILL LYNCH 10794    
    MERRILL LYNCH 12193    

    TY 2015 InvestmentsOtherSchedule2
    Name:
    ROY W PIPER CHARITABLE TRUST
     
    C/O WILLIAM A PETTY
    EIN:
    20-7487500
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    PARTNERSHIP INVESTMENT IN IGM 2003-1      
    PARTNERSHIP INVESTMENT IN IGM 2003-2      
    PARTNERSHIP INVESTMENT IN IGM 2004-1      
    PARTNERSHIP INVESTMENT IN IGM 2004-1      
    PARTNERSHIP INVESTMENT IN IGM 2005-1      
    PARTNERSHIP INVESTMENT IN IGM 2005-2      
    PARTNERSHIP INVESTMENT IN IGM 2006-1      
    PARTNERSHIP INVESTMENT IN IGM 2006-2      
    IGM DISTRIBUTION IN TRANSIT      

    TY 2015 LandEtcSchedule2
    Name:
    ROY W PIPER CHARITABLE TRUST
     
    C/O WILLIAM A PETTY
    EIN:
    20-7487500
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    BUILDING 3,021,780 555,260 2,466,520 3,021,780
    LAND IMPROVEMENTS 123,268 61,578 61,690 123,268
    EQUIPMENT & FURNISHINGS 90,720 67,132 23,588 90,720
    LAND 742,760   742,760 742,760


    TY 2015 LegalFeesSchedule
    Name:
    ROY W PIPER CHARITABLE TRUST
     
    C/O WILLIAM A PETTY
    EIN:
    20-7487500
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    228-230 NEW MALLERY PL WB 155 155    
    INDIRECT LEGAL FEES 2,100     2,100


    TY 2015 OtherAssetsSchedule
    Name:
    ROY W PIPER CHARITABLE TRUST
     
    C/O WILLIAM A PETTY
    EIN:
    20-7487500
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DEPOSIT IN TRANSIT - ROYALTIES 95 182 182


    TY 2015 OtherDecreasesSchedule
    Name:
    ROY W PIPER CHARITABLE TRUST
     
    C/O WILLIAM A PETTY
    EIN:
    20-7487500
    Description Amount
    UNREALIZED APPRECIATION IN MARKET SECURITIES 1,056,905
    FEDERAL INCOME TAX 41,639
    BOOK VS TAX INCOME 2,366


    TY 2015 OtherExpensesSchedule
    Name:
    ROY W PIPER CHARITABLE TRUST
     
    C/O WILLIAM A PETTY
    EIN:
    20-7487500
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SUSQUEHANNA APARTMENTS        
    INSURANCE 11,531 11,531    
    MAINTENANCE SUPPLIES 4,940 4,940    
    TRASH COLLECTION 4,670 4,670    
    BUILDING REPAIRS 2,389 2,389    
    SPECIAL CLEANING 2,348 2,348    
    GROUND MAINT & SUPPLY 2,144 2,144    
    VEHICLE EXPENSE 1,147 1,147    
    EQUIPMENT REPAIRS 998 998    
    TENANT FUNCTIONS 883 883    
    PEST CONTROL 844 844    
    OFFICE EXPENSE 694 694    
    SYSTEM TESTING 257 257    
    SNOW REMOVAL 205 205    
    DUES & DONATION 100 100    
    MAINTENANCE EQUIP & SUPPLIES 32 32    
    53WYOMINGAVE &55 W HARRISON        
    INSURANCE 1,181 1,181    
    REPAIRS & MAINTENANCE 589 589    
    10-12 PA AVE,TUNKHANNOCK PA        
    REPAIRS & MAINTENANCE 1,753 1,753    
    INSURANCE 1,029 1,029    
    220-222 NEW MALLERY PL, WB        
    INSURANCE 1,210 1,210    
    PEST CONTROL 738 738    
    REPAIRS & MAINTENANCE 654 654    
    RECYCLING FEES 100 100    
    LEVEE FEE 94 94    
    224 NEW MALLERY PL, WB        
    INSURANCE 1,661 1,661    
    PEST CONTROL 696 696    
    REPAIRS & MAINTENANCE 446 446    
    RECYCLING FEES 300 300    
    LEVEE FEE 94 94    
    228-230 NEW MALLERY PL WB        
    REPAIRS & MAINTENANCE 1,901 1,901    
    INSURANCE 1,386 1,386    
    PEST CONTROL 876 876    
    OFFICE EXPENSE 120 120    
    RECYCLING FEES 100 100    
    35 SECOND STREET, TUNK PA        
    INSURANCE 693 693    
    REPAIRS & MAINTENANCE 159 159    
    5730 INTERCHANGE, LEHIGHTON        
    INSURANCE 1,826 1,826    
    YARD MAINTENANCE 1,060 1,060    
    REPAIRS & MAINTENANCE 244 244    
    1745 VALLEY RD, MANSFIELD        
    REPAIRS & MAINTENANCE 7,551 7,551    
    INSURANCE 2,266 2,266    
    PEST CONTROL 1,128 1,128    
    WATER TESTING 326 326    
    872 SALEM BLVD,SHICKSHINNY        
    REPAIRS & MAINTENANCE 4,798 4,798    
    INSURANCE 2,547 2,547    
    PEST CONTROL 531 531    
    WATER TESTING 284 284    
    22 SPRUCE STREET, TUNK PA        
    INSURANCE 811 811    
    RR1 ROUTE 6&PA 220N TOWANDA        
    REPAIRS & MAINTENANCE 7,272 7,272    
    INSURANCE 2,516 2,516    
    PEST CONTROL 879 879    
    WATER TESTING 327 327    
    915 ROUTE 6, TUNKHANNOCK PA        
    REPAIRS & MAINTENANCE 11,164 11,164    
    INSURANCE 3,141 3,141    
    MAT RENTAL 770 770    
    PEST CONTROL 669 669    
    WATER TESTING 357 357    
    119 WARREN ST TUNKHANNOCK        
    INSURANCE 782 782    
    PEST CONTROL 486 486    
    35 WYOMING AVE        
    INSURANCE 860 860    
    REPAIRS & MAINTENANCE 730 730    
    EXPENSES        
    MERRILL LYNCH FEES 106,329 106,329    
    OFFICE EXPENSE 4,890 2,445   2,445
    SERVICE CHARGES/FEES - STOCK 4,484 4,484    
    REPAIRS & MAINTENANCE 1,018     1,018
    GATHERING FEE 631 631    
    BANK SERVICE CHARGE 117     117
    INSURANCE 423     423
    DISTRIBUTION EXPENSE 23 23    


    TY 2015 OtherIncomeSchedule2
    Name:
    ROY W PIPER CHARITABLE TRUST
     
    C/O WILLIAM A PETTY
    EIN:
    20-7487500
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ROYALTY INCOME 4,624 4,624  
    OTHER INCOME - R/E 9,594 9,594  
    INSURANCE REIMBURSEMENT 537 537  
    GAIN/LOSS ON SALE SCRAP METAL 27 27  
    SUB PMT IN LIEU OF DIV OR INT 742 742  
    SECT 1202 GAIN 104 104  
    IGM 719    


    TY 2015 OtherIncreasesSchedule
    Name:
    ROY W PIPER CHARITABLE TRUST
     
    C/O WILLIAM A PETTY
    EIN:
    20-7487500
    Description Amount
    NON REPORTED INCOME 18,966
    BOOK VS TAX DEDUCTIONS 845


    TY 2015 OtherLiabilitiesSchedule
    Name:
    ROY W PIPER CHARITABLE TRUST
     
    C/O WILLIAM A PETTY
    EIN:
    20-7487500
    Description Beginning of Year - Book Value End of Year - Book Value
    SECURITY DEPOSITS 10,460 10,980
    DEPOSIT ON SALE - SPRUCE STREET 3,000 3,000
    PAYROLL TAXES 2,405 534


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    ROY W PIPER CHARITABLE TRUST
     
    C/O WILLIAM A PETTY
    EIN:
    20-7487500
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SUSQUEHANNA APARTMENTS 38,236      


    TY 2015 TaxesSchedule
    Name:
    ROY W PIPER CHARITABLE TRUST
     
    C/O WILLIAM A PETTY
    EIN:
    20-7487500
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROPERTY TAX - OFFICE 3,568 1,784   1,784
    SUSQUEHANNA APARTMENTS 28,723      
    53WYOMINGAVE &55 W HARRISON 3,894      
    10-12 PA AVE,TUNKHANNOCK PA 4,427      
    220-222 NEW MALLERY PL, WB 2,857      
    224 NEW MALLERY PL, WB 3,713      
    228-230 NEW MALLERY PL WB 3,210      
    35 SECOND STREET, TUNK PA 4,083      
    5730 INTERCHANGE, LEHIGHTON 7,752      
    1745 VALLEY RD, MANSFIELD 8,257      
    872 SALEM BLVD,SHICKSHINNY 10,079      
    22 SPRUCE STREET, TUNK PA 3,384      
    RR1 ROUTE 6&PA 220N TOWANDA 10,799      
    915 ROUTE 6, TUNKHANNOCK PA 12,881      
    119 WARREN ST TUNKHANNOCK 2,624      
    35 WYOMING AVE 2,952