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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
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. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
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$12,985,460
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.............
3 Interest on savings and temporary cash investments 60,775 60,775  
4 Dividends and interest from securities... 212,070 212,070  
5a Gross rents............ 633,900 633,900  
b Net rental income or (loss) 230,505
6a Net gain or (loss) from sale of assets not on line 10 394,684
b Gross sales price for all assets on line 6a 3,539,305
7 Capital gain net income (from Part IV, line 2)... 394,684
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)....... 4,640 4,640  
12 Total. Add lines 1 through 11........ 1,306,069 1,306,069  
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....... 15,483 9,774   5,709
16a Legal fees (attach schedule)......... 490     490
b Accounting fees (attach schedule)....... 9,783 7,008   2,775
c Other professional fees (attach schedule).... 37,627 37,627    
17 Interest............... 416 416    
18 Taxes (attach schedule) (see instructions)... 3,877 1,939   1,938
19 Depreciation (attach schedule) and depletion... 108,457 108,457  
20 Occupancy.............. 158,981 158,981    
21 Travel, conferences, and meetings....... 1,295     1,295
22 Printing and publications.......... 2,076 1,528   548
23 Other expenses (attach schedule)....... 242,585 239,504   3,081
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 697,698 630,862   66,836
25 Contributions, gifts, grants paid....... 685,420 685,420
26 Total expenses and disbursements. Add lines 24 and 25 1,383,118 630,862   752,256
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -77,049
b Net investment income (if negative, enter -0-) 675,207
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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............. 229,391 182,361 182,361
2 Savings and temporary cash investments......... 540,794 565,614 565,614
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.......... 17,653 30,085 3,085
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 12,470,380 Click to see attachment11,063,346 11,063,346
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).......... 26 Click to see attachment103 103
14 Land, buildings, and equipment: basis bullet3,649,551
Less: accumulated depreciation (attach schedule) bullet968,744 2,773,643 Click to see attachment2,680,807 1,170,951
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 16,031,887 14,522,316 12,985,460
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 attachment13,967 Click to see attachment11,903
23 Total liabilities (add lines 17 through 22)......... 13,967 11,903
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 3,547,540 3,447,067
25 Temporarily restricted............... 12,470,380 11,063,346
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here 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)..... 16,017,920 14,510,413
31 Total liabilities and net assets/fund balances (see instructions). 16,031,887 14,522,316
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
16,017,920
2
Enter amount from Part I, line 27a .....................
2
-77,049
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
15,940,871
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,430,458
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
14,510,413
Form 990-PF (2018)
Form 990-PF (2018)
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 2 394,684
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))
2017 807,622 17,059,262 0.047342
2016 811,106 16,183,422 0.050120
2015 856,238 16,876,001 0.050737
2014 833,845 16,875,854 0.049411
2013 825,706 15,938,872 0.051805
2
Total of line 1, column (d) .....................
2
0.249415
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.049883
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
17,008,499
5
Multiply line 4 by line 3......................
5
848,435
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
6,752
7
Add lines 5 and 6........................
7
855,187
8
Enter qualifying distributions from Part XII, line 4,.............
8
752,256
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 (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 13,504
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 13,504
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 13,504
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 15,280
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 15,280
8 Enter any penalty for underpayment of estimated tax. Check here 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 1,776
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet1,776 RefundedBullet 11  
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 2018 or the taxable year beginning in 2018? See the 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 (2018)
    Form 990-PF (2018)
    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 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. 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 2018?.............
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    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:
    Yes
    No
    (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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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 6,420 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  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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 (2018)
    Form 990-PF (2018)
    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
    12,237,688
    b
    Average of monthly cash balances.......................
    1b
    745,256
    c
    Fair market value of all other assets (see instructions)................
    1c
    4,284,568
    d
    Total (add lines 1a, b, and c).........................
    1d
    17,267,512
    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
    17,267,512
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    259,013
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    17,008,499
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    850,425
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    850,425
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    13,504
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    13,504
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    836,921
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    836,921
    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
    836,921
    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
    752,256
    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
    752,256
    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
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    752,256
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2017
    (c)
    2017
    (d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 836,921
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 318,776
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 752,256
    a Applied to 2017, but not more than line 2a 318,776
    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 2018 distributable amount..... 433,480
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2018.    
    (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 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........
    403,441
    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) .......
     
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...
     
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......
     
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 2018, 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) 2018 (b) 2017 (c) 2016 (d) 2015
             
    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 foundation 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 (2018)
    Form 990-PF (2018)
    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
    TUNKHANNOCK BASEBALL ASSOC
    16 SUNNYSIDE RD
    TUNKHANNOCK,PA18657
    NONE N/A GENERAL GRANT 1,000
    ANDERSON SIERRA
    105 SOUTH RIDGE ST
    TAYLOR,PA18517
    NONE N/A COLLEGE SCHOLARSHIP 1,011
    ARTHUR MADALYN
    314 ORANGE ST
    DALLAS,PA18612
    NONE N/A COLLEGE SCHOLARSHIP 6,000
    AZIZI FARAHNAZ
    1124 COURT STREET
    SCRANTON,PA18508
    NONE N/A COLLEGE SCHOLARSHIP 5,000
    BESSOIR ABBY
    1715 ELECTRIC ST
    DUNMORE,PA18509
    NONE N/A COLLEGE SCHOLARSHIP 6,500
    BETTI JULIA
    4 MILES AVE
    DICKSON CITY,PA18447
    NONE N/A COLLEGE SCHOLARSHIP 10,000
    BLACKWELL DAMANI
    R 536 FIG ST
    SCRANTON,PA18505
    NONE N/A COLLEGE SCHOLARSHIP 12,000
    BLEVINS JAMES
    100 GRZYBOWSKI ROAD
    SCOTT TOWNSHIP,PA184477614
    NONE N/A COLLEGE SCHOLARSHIP 3,500
    BRACE BRIELLE
    444 BRACE RD
    DALLAS,PA18612
    NONE N/A COLLEGE SCHOLARSHIP 10,000
    BRADY TYLER
    831 CARMALT ST
    DICKSON CITY,PA18519
    NONE N/A COLLEGE SCHOLARSHIP 2,602
    BURDA MOLLIE
    1037 OAK ST
    SCRANTON,PA18508
    NONE N/A COLLEGE SCHOLARSHIP 12,000
    BUSCHER JEFFERY
    83 E CENTER HILL RD
    DALLAS,PA18612
    NONE N/A COLLEGE SCHOLARSHIP 10,000
    CADWALDER BRITTANY
    830 RAINES ST
    SCRANTON,PA18509
    NONE N/A COLLEGE SCHOLARSHIP 1,000
    CALLAS DANNIELLE
    104 SOUTH LOTT RD
    MESHOPPEN,PA18630
    NONE N/A COLLEGE SCHOLARSHIP 2,966
    CARACHILO CHRISTINA
    20 REYNOLDS AVE
    CARBONDALE,PA18407
    NONE N/A COLLEGE SCHOLARSHIP 10,000
    CASTILLO CARLOS
    62 WEST CHURCH ST
    NANTICOKE,PA18634
    NONE N/A COLLEGE SCHOLARSHIP 11,000
    CENTRELLA ZACKARY
    255 FOREST AVE
    NEW YORK,NY10002
    NONE N/A COLLEGE SCHOLARSHIP 11,209
    CHESNER EMILY
    428 KERAGE RD
    MESHOPPEN,PA18630
    NONE N/A COLLEGE SCHOLARSHIP 6,400
    CLARK RACHEL
    174 CREEK ROAD
    FACTORYVILLE,PA18419
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    CLEMENT VANESSA
    1811 ALDER WAY
    HAZLE TWP,PA18202
    NONE N/A COLLEGE SCHOLARSHIP 15,000
    CONNOR CHRIS
    1367 POST HILL ROAD
    FACTORYVILLE,PA18419
    NONE N/A COLLEGE SCHOLARSHIP 5,500
    COOLE DAVID
    130 WALL LN
    MONROE TWP,PA18636
    NONE N/A COLLEGE SCHOLARSHIP 12,000
    CORBY REED
    112 ROGERS LN
    TUNKHANNOCK,PA18657
    NONE N/A COLLEGE SCHOLARSHIP 15,000
    CRAWFORD MASON
    822 MANNINGS RD
    TUNKHANNOCK,PA18657
    NONE N/A COLLEGE SCHOLARSHIP 4,500
    CYWINSKI LOGAN
    726 POST HILL RD
    FALLS,PA18615
    NONE N/A COLLEGE SCHOLARSHIP 5,500
    DEATER BRIANNA
    982 LYNN CEMETERY RD
    MESHOPPEN,PA18630
    NONE N/A COLLEGE SCHOLARSHIP 3,029
    DOMNICK COLIN
    54 COLVIN RD
    DALTON,PA18414
    NONE N/A COLLEGE SCHOLARSHIP 10,000
    DOYLE MOLLY
    11 BIRCH ST
    TUNKHANNOCK,PA18657
    NONE N/A COLLEGE SCHOLARSHIP 12,000
    DUGAN MIAH
    251 FINN RD
    FACTORYVILLE,PA18419
    NONE N/A COLLEGE SCHOLARSHIP 5,000
    DYMOND MATTHEW
    30 DYMOND DRIVE
    TUNKHANNOCK,PA18657
    NONE N/A COLLEGE SCHOLARSHIP 5,000
    EIGHAZAL DANIA
    223 N SUMNER AVE
    SCRANTON,PA18504
    NONE N/A COLLEGE SCHOLARSHIP 6,000
    FARRELL HAYLEY
    62 W OAK ST
    PITTSTON,PA18640
    NONE N/A COLLEGE SCHOLARSHIP 14,000
    FIELDS LILLIAN
    52 N MILL ST
    NATICOKE,PA18634
    NONE N/A COLLEGE SCHOLARSHIP 5,000
    FOX WILLIAM
    123 LUCKY RUN RD
    SCRANTON,PA18504
    NONE N/A COLLEGE SCHOLARSHIP 6,127
    FRANKEVICH JOSHUA
    657 BODLE RD
    WYOMING,PA18644
    NONE N/A COLLEGE SCHOLARSHIP 4,500
    FREAR SAMANTHA
    121 CHURCH RD
    FACTORYVILLE,PA18419
    NONE N/A COLLEGE SCHOLARSHIP 6,000
    GERICHTEN DOUGLAS
    310 2ND ST
    PECKVILLE,PA18452
    NONE N/A COLLEGE SCHOLARSHIP 2,121
    GIL JAMARY
    2 GRAND ST
    SCRANTON,PA18505
    NONE N/A COLLEGE SCHOLARSHIP 15,000
    GREGORI TIFFANY
    102 CHURCH ST
    EYNON,PA18403
    NONE N/A COLLEGE SCHOLARSHIP 4,500
    GULMOHAMMAD NARGES
    534 ADAMS AVE
    SCRANTON,PA18510
    NONE N/A COLLEGE SCHOLARSHIP 5,000
    HAND JACOB
    1226 STRICKLAND HILL RD
    SPRINGVILLE,PA18844
    NONE N/A COLLEGE SCHOLARSHIP 12,465
    JACKSON CORY
    227 5TH ST
    OLYPHANT,PA18447
    NONE N/A COLLEGE SCHOLARSHIP 15,000
    KANE ANNA
    163 STAPLETON ESTATES
    FACTORYVILLE,PA18419
    NONE N/A COLLEGE SCHOLARSHIP 6,000
    KINBACK AMANDA
    18 DONNA DR
    FACTORYVILLE,PA18419
    NONE N/A COLLEGE SCHOLARSHIP 12,000
    KINDER CHRISTOPHER
    8663 SR 3004
    SPRINGVILLE,PA18844
    NONE N/A COLLEGE SCHOLARSHIP 9,884
    KISBAUGH KAYLEE
    246 OLD TAVERN RD
    HUNLOCK CREEK,PA18621
    NONE N/A COLLEGE SCHOLARSHIP 1,336
    KOWALCHIK KALEI
    915 WARD ST
    JESSUP,PA18434
    NONE N/A COLLEGE SCHOLARSHIP 1,612
    KRUK KEVIN
    2037 WAYNE AVE
    SCRANTON,PA18508
    NONE N/A COLLEGE SCHOLARSHIP 12,000
    LANGAN JAMES
    93 ANDREA DR
    CHESAPEAKE CITY,MD21915
    NONE N/A COLLEGE SCHOLARSHIP 10,000
    LEE MIRANDA
    14 SUSQUEHANNA AVE
    TUNKHANNOCK,PA18657
    NONE N/A COLLEGE SCHOLARSHIP 15,000
    MACHELL MACKENZIE
    109 FERN WAY
    CLARKS SUMMIT,PA18411
    NONE N/A COLLEGE SCHOLARSHIP 12,000
    MATTI TARYN
    4318 SR 438
    DALTON,PA18414
    NONE N/A COLLEGE SCHOLARSHIP 15,000
    MCALEER CATHERINE
    422 DOUGHERTY RD
    MESHOPPEN,PA18630
    NONE N/A COLLEGE SCHOLARSHIP 12,000
    MCDONNELL JACOB
    50 SCOTT ST
    KINGSTON,PA18704
    NONE N/A COLLEGE SCHOLARSHIP 5,000
    MCDONOUGH KAYLA
    36 GARFIELD AVE
    CARBONDALE,PA18407
    NONE N/A COLLEGE SCHOLARSHIP 7,000
    MCGEEHAN MACKENZIE
    133 N RIVER ST
    WILKES BARRE,PA18711
    NONE N/A COLLEGE SCHOLARSHIP 12,000
    MCHALE KYLE
    247 PARRISH STREET
    WILKESBARRE,PA18702
    NONE N/A COLLEGE SCHOLARSHIP 1,201
    MILLER JAMIE
    58 COMSTOCK RD
    TUNKHANNOCK,PA18657
    NONE N/A COLLEGE SCHOLARSHIP 5,227
    MILLER KAYLA
    303 2ND ST
    APT 1
    TOWANDA,PA18848
    NONE N/A COLLEGE SCHOLARSHIP 8,791
    MURRAY KRISTYN
    58 COMSTOCK RD
    TUNKHANNOCK,PA18657
    NONE N/A COLLEGE SCHOLARSHIP 17,288
    MUSTO NOAH
    277 SHORT HILL DR
    CLARKS GREEN,PA18411
    NONE N/A COLLEGE SCHOLARSHIP 6,000
    NGUYEN JESSICA
    39 PENROSE ST
    PECKVILLE,PA18452
    NONE N/A COLLEGE SCHOLARSHIP 2,500
    NICHOLS GRAEME
    6 LEE ANN LN
    SCOTT TWP,PA18447
    NONE N/A COLLEGE SCHOLARSHIP 10,500
    PEOPLES MADISYN
    2051 N OVERBROOK RD
    FACTORYVILLE,PA18419
    NONE N/A COLLEGE SCHOLARSHIP 9,000
    PETRO-WESNAK MADISON
    600 SCHOOL ST
    MOOSIC,PA18507
    NONE N/A COLLEGE SCHOLARSHIP 4,000
    PETTY LUKE
    209 VENARD RD
    CLARKS GREEN,PA18411
    NONE N/A COLLEGE SCHOLARSHIP 5,500
    PIDGEON ANNA
    603 LINCOLN AVE
    JERMYN,PA18433
    NONE N/A COLLEGE SCHOLARSHIP 19,922
    POLI CHARLES
    9 FAIRLAWN DR
    HUGHESTOWN,PA18640
    NONE N/A COLLEGE SCHOLARSHIP 1,298
    PRICE JONATHAN
    82 MILL MOUNTAIN RD
    DRUMS,PA18222
    NONE N/A COLLEGE SCHOLARSHIP 4,012
    PUGLIESE NICHOLAS
    26 BIRKETT ST
    CARBONDALE,PA18407
    NONE N/A COLLEGE SCHOLARSHIP 10,500
    QUICK MEGAN
    89 MAPLE AVE
    TUNHANNOCK,PA18657
    NONE N/A COLLEGE SCHOLARSHIP 14,000
    REYAN RIERDAN
    1730 WILLIAMS ROAD
    FRIENDSVILLE,PA18818
    NONE N/A COLLEGE SCHOLARSHIP 4,175
    RIVERA NADIYAH
    610 E ELM ST
    SCRANTON,PA18505
    NONE N/A COLLEGE SCHOLARSHIP 10,000
    ROGERS SOPHIE
    640 BEECH ST
    SCRANTON,PA18505
    NONE N/A COLLEGE SCHOLARSHIP 3,500
    SANDERCOCK EVAN
    225 LILY LAKE ROAD
    DALTON,PA18414
    NONE N/A COLLEGE SCHOLARSHIP 15,000
    SCARANTINO NATALIYA
    52 KETCHUM ST
    WILKESBARRE,PA18702
    NONE N/A COLLEGE SCHOLARSHIP 13,500
    SCHMECKENBECHER OLIVIA
    23 MORIO DR
    TUNKHANNOCK,PA18657
    NONE N/A COLLEGE SCHOLARSHIP 11,000
    SEBRING PHOEBE
    1638 SUMMIT LAKE RD
    CLARKS SUMMIT,PA18411
    NONE N/A COLLEGE SCHOLARSHIP 5,000
    SEMYON CASSANDRA
    302 HOLLENBACK ST
    MOOSIC,PA18507
    NONE N/A COLLEGE SCHOLARSHIP 6,313
    SEPROSKY JORDAN
    1217 TONWIN ST
    ARCHBALD,PA18403
    NONE N/A COLLEGE SCHOLARSHIP 9,000
    SHEAN JACK
    704 N IRVING AVE
    SCRANTON,PA18510
    NONE N/A COLLEGE SCHOLARSHIP 2,500
    SOLSMAN ALEXANDRA
    130 SMITH ST
    DUNMORE,PA18512
    NONE N/A COLLEGE SCHOLARSHIP 5,000
    STRAUCH JANINE
    11 CONCORD AVE
    FACTORYVILLE,PA18419
    NONE N/A COLLEGE SCHOLARSHIP 5,000
    TERRINONI MARIA
    115 CLARK ST
    CLARKS GREEN,PA18411
    NONE N/A COLLEGE SCHOLARSHIP 4,181
    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
    WILLIAMS MORGANN
    117 CHURCH ST
    TAYLOR,PA18517
    NONE N/A COLLEGE SCHOLARSHIP 13,000
    Total .................................bullet 3a 685,420
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 60,775  
    4 Dividends and interest from securities....     14 212,070  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......     16 230,505  
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     14 238 2,926
    8 Gain or (loss) from sales of assets other than
    inventory ............
        14 394,684  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aSUB PMT IN LIEU OF DIV OR I
        14 1,476  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   899,748 2,926
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    902,674
    (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 (2018)
    Form 990-PF (2018)
    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) (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) (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 (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 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
    SUSQUEHANNA APARTMENTS 722 722    
    5730 INTERCHANGE, LEHIGHTON 2,986 2,986    
    1745 VALLEY RD, MANSFIELD 525 525    
    INDIRECT ACCOUNTING FEES 5,550 2,775   2,775

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    TY 2018 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 2010-01-01 556,727 161,114 S/L 27.5000 20,244 20,244    
    LAND IMPROVEMENTS-CARRYOVER BASIS 2010-01-01 50,017 27,866 150DB 15.0000 2,954 2,954    
    FURNISHINGS 2010-06-15 1,868 1,868 200DB 5.0000        
    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 1,694 200DB 5.0000        
    NEW CARPET 2012-04-30 256 256 200DB 5.0000        
    REFRIGERATOR 2012-04-30 265 265 200DB 5.0000        
    NEW CARPET 2012-05-31 256 256 200DB 5.0000        
    REFRIGERATOR 2012-05-31 265 265 200DB 5.0000        
    DEHUMIDIFIER 2012-06-30 79 79 200DB 5.0000        
    WATER HEATER 2012-06-30 150 150 200DB 5.0000        
    NEW CARPET 2012-06-30 575 575 200DB 5.0000        
    WATER HEATER 2012-06-30 917 917 200DB 5.0000        
    NEW CARPET 2012-09-30 256 256 200DB 5.0000        
    2 OIL TANKS 2012-12-31 609 609 200DB 5.0000        
    JOHN DEERE MOWER 2012-05-13 2,226 2,226 200DB 5.0000        
    OIL TANKS 2013-01-31 1,001 943 200DB 5.0000 58 58    
    CARPET 2013-03-31 268 253 200DB 5.0000 15 15    
    REFRIGERATOR 2013-04-30 276 260 200DB 5.0000 16 16    
    CARPET 2013-06-30 502 473 200DB 5.0000 29 29    
    DEHUMIDIFIER 2013-07-31 124 117 200DB 5.0000 7 7    
    CARPET 2013-09-30 349 328 200DB 5.0000 21 21    
    WASHER 2013-10-31 359 339 200DB 5.0000 20 20    
    WATER HEATER 2013-12-31 148 140 200DB 5.0000 8 8    
    REFRIGERATOR 2014-02-28 596 545 200DB 5.0000 34 34    
    WATER HEATER 2014-04-30 1,087 993 200DB 5.0000 63 63    
    CARPET 2014-05-31 368 336 200DB 5.0000 22 22    
    WATER HEATER 2014-07-31 872 797 200DB 5.0000 50 50    
    REFRIGERATOR 2014-08-31 252 230 200DB 5.0000 14 14    
    WATER HEATER 2014-08-31 266 243 200DB 5.0000 15 15    
    CARPET 2014-12-31 380 347 200DB 5.0000 22 22    
    CARPET 2014-07-31 354 323 200DB 5.0000 21 21    
    NEW CARPET 2015-04-30 536 459 200DB 5.0000 31 31    
    NEW CABINET DRAWERS 2015-05-31 56 48 200DB 5.0000 3 3    
    NEW CARPET 2015-07-31 708 606 200DB 5.0000 40 40    
    NEW REFRIGERATOR 2015-08-31 310 265 200DB 5.0000 18 18    
    PARKING LOT SEALING 2015-10-31 1,845 1,135 150DB 15.0000 71 71    
    CARPET 2015-11-30 268 229 200DB 5.0000 16 16    
    CARPET 2015-12-31 401 343 200DB 5.0000 23 23    
    WASHER & DRYER 2016-05-09 374 284 200DB 5.0000 36 36    
    WATER HEATER 2016-05-09 883 671 200DB 5.0000 85 85    
    CARPET CLEANER 2016-08-03 105 80 200DB 5.0000 10 10    
    CARPET 2016-12-08 354 269 200DB 5.0000 34 34    
    DRIVEWAY SEALING 2016-05-25 3,073 1,759 150DB 15.0000 132 132    
    CARPET 2017-01-12 391 264 200DB 5.0000 51 51    
    TRIMMER 2017-06-14 241 151 200DB 5.0000 36 36    
    CARPET 2017-07-08 495 285 200DB 5.0000 84 84    
    SEALING 2017-10-03 2,125 2,125 150DB 15.0000        
    REFRIGERATOR 2017-11-11 292 292 200DB 5.0000        
    CARPET 2017-12-14 3,687 3,687 200DB 5.0000        
    CARPET 2018-01-15 268   200DB 5.0000 268 268    
    CARPET 2018-04-12 354   200DB 5.0000 354 354    
    REFRIGERATOR 2018-06-05 322   200DB 5.0000 322 322    
    RANGE 2018-06-05 285   200DB 5.0000 285 285    
    REFRIGERATOR 2018-07-10 305   200DB 5.0000 305 305    
    CARPET 2018-07-22 288   200DB 5.0000 288 288    
    FURNACE 2018-03-15 1,774   200DB 5.0000 1,774 1,774    
    WASHER & DRYER 2018-09-17 793   200DB 5.0000 793 793    
    SNOW BLOWER 2018-12-14 529   200DB 5.0000 529 529    
    LAND-BASIS FROM ESTATE 2010-01-01 9,100              
    BUILDING-BASIS FROM ESTATE 2010-01-01 106,139 30,717 S/L 27.5000 3,859 3,859    
    FURNISHINGS 2010-06-15 244 244 200DB 5.0000        
    TUB SURROUNDING 2017-03-30 616 416 200DB 5.0000 80 80    
    CAR PORT 2018-08-18 1,657   200DB 5.0000 1,657 1,657    
    LAND-BASIS FROM ESTATE 2010-01-01 10,000              
    BUILDING-BASIS FROM ESTATE 2010-01-01 103,680 30,023 S/L 27.5000 3,770 3,770    
    IMPROVEMENTS 2011-06-15 2,383 567 S/L 27.5000 87 87    
    NEW WASHER (10 PA AVE) 2015-01-05 450 385 200DB 5.0000 26 26    
    USED REFRIGERATOR (12 PA AVE) 2015-07-15 400 285 200DB 5.0000 46 46    
    OAK FLOORING (12 PA AVE) 2015-07-28 281 164 S/L 15.0000 10 10    
    FLOORING (10 PA AVE) 2016-04-05 432 238 S/L 15.0000 14 14    
    LAND-BASIS FROM ESTATE 2010-01-01 7,700              
    BUILDING-BASIS FROM ESTATE 2010-01-01 78,102 22,602 S/L 27.5000 2,840 2,840    
    IMPROVEMENTS 2010-12-01 655 168 S/L 27.5000 24 24    
    FURNISHINGS 2010-10-26 1,125 1,125 200DB 5.0000        
    NEW SINK, FAUCET (220 MALLERY) 2015-12-15 399 342 200DB 5.0000 23 23    
    WATER HEATER (220) 2016-07-20 719 547 200DB 5.0000 69 69    
    PORCH REPAIRS (220) 2016-06-13 381 210 S/L 15.0000 12 12    
    STOVE (222) 2017-01-14 551 372 200DB 5.0000 72 72    
    REBUILD PORCH (220) 2017-04-03 800 417 S/L 15.0000 26 26    
    ROOF (220) 2017-09-30 2,300 2,300 S/L 15.0000        
    FOUNDATION (220) 2017-10-01 2,500 2,500 S/L 15.0000        
    REBUILD PORCH (222) 2018-06-30 406   150DB 15.0000 406 406    
    LAND @ FMV 1/1/10 2010-01-01 4,400              
    BUILDING @ FMV 1/1/10 2010-01-01 105,600 30,560 S/L 27.5000 3,840 3,840    
    IMPROVEMENTS 2010-11-02 248 64 S/L 27.5000 9 9    
    IMPROVEMENTS 2011-06-15 179 43 S/L 27.5000 7 7    
    NEW CARPET 2012-07-09 2,285 2,285 200DB 5.0000        
    WASHER & DRYER 2012-12-14 514 514 200DB 5.0000        
    RANGE 2013-03-11 514 484 200DB 5.0000 30 30    
    FURNITURE 2013-05-12 261 246 200DB 5.0000 15 15    
    STOVE 2014-01-29 503 460 200DB 5.0000 29 29    
    LAWN MOWER 2016-09-14 180 137 200DB 5.0000 17 17    
    WATER HEATER 2016-12-19 507 386 200DB 5.0000 48 48    
    LAND @ FMV 1/1/10 2010-01-01 8,080              
    BUILDING @ FMV 1/1/10 2010-01-01 92,920 26,890 S/L 27.5000 3,379 3,379    
    IMPROVEMENTS 2010-12-15 10,268 2,629 S/L 27.5000 374 374    
    IMPROVEMENTS 2011-06-15 929 221 S/L 27.5000 33 33    
    FURNISHINGS 2011-06-15 1,971 1,971 200DB 5.0000        
    FURNACE 2014-03-13 4,639 640 S/L 27.5000 168 168    
    BUILDING IMPROVEMENTS 2014-11-26 6,445 3,974 S/L 15.0000 215 215    
    NEW REFRIGERATOR 2015-08-31 450 386 200DB 5.0000 26 26    
    NEW CARPET 2015-09-30 2,100 1,798 200DB 5.0000 121 121    
    SEWER LINE 2016-05-25 591 325 S/L 15.0000 20 20    
    WATER HEATER 2016-12-15 280 213 200DB 5.0000 27 27    
    WINDOWS (228) 2017-09-04 197 101 S/L 15.0000 6 6    
    RANGE (228) 2018-06-06 477   200DB 5.0000 477 477    
    LAND-BASIS FROM ESTATE 2010-01-01 8,200              
    BUILDING-BASIS FROM ESTATE 2010-01-01 65,490 18,952 S/L 27.5000 2,381 2,381    
    STOVE 2014-05-30 636 581 200DB 5.0000 37 37    
    REFRIGERATOR 2014-05-30 584 534 200DB 5.0000 33 33    
    REFRIGERATOR 2014-08-12 585 534 200DB 5.0000 34 34    
    STOVE 2014-08-12 460 420 200DB 5.0000 27 27    
    DISHWASHER 2014-08-12 400 365 200DB 5.0000 23 23    
    CARPET 2014-08-19 1,100 1,005 200DB 5.0000 63 63    
    IMPROVEMENTS 2014-10-03 1,092 673 S/L 15.0000 37 37    
    CARPET 2018-03-12 250   200DB 5.0000 250 250    
    LAND-BASIS FROM ESTATE 2010-01-01 100,000              
    BUILDING-BASIS FROM ESTATE 2010-01-01 200,819 40,979 S/L 39.0000 5,149 5,149    
    IMPROVEMENTS-BARRACKS 2010-10-15 3,032 560 S/L 39.0000 78 78    
    HEAT PUMP 2010-03-01 7,900 1,578 S/L 39.0000 203 203    
    IMPROVEMENTS-BARRACKS 2011-06-15 1,711 287 S/L 39.0000 44 44    
    NEW BASE CABINETS 2012-10-11 508 508 200DB 5.0000        
    WATER HEATER 2013-01-28 328 309 200DB 5.0000 19 19    
    HEATING UNIT 2013-08-26 2,008 225 S/L 39.0000 52 52    
    PARKING LOT PAVING 2013-05-31 32,000 12,055 150DB 15.0000 1,994 1,994    
    HVAC 2014-07-30 5,185 460 S/L 39.0000 133 133    
    IMPROVEMENTS 2016-06-26 1,145 630 S/L 15.0000 38 38    
    HVAC UNIT 2017-11-21 11,883 11,883 200DB 5.0000        
    LAND @ FMV 1/1/10 2010-01-01 180,090              
    BUILDING @ FMV 1/1/10 2010-01-01 486,910 99,359 S/L 39.0000 12,485 12,485    
    IMPROVEMENTS-BARRACKS 2011-06-15 22,681 3,804 S/L 39.0000 582 582    
    NEW HEATING UNIT 2012-02-29 16,880 3,606 S/L 27.5000 614 614    
    RANGE 2013-09-04 480 452 200DB 5.0000 28 28    
    NEW WATER TREATMENT SYSTEM 2015-06-29 2,942 1,716 S/L 15.0000 98 98    
    PARKING LOT SEALING 2015-10-20 4,943 3,041 150DB 15.0000 190 190    
    REFRIGERATOR 2016-08-25 505 383 200DB 5.0000 49 49    
    FLOORING 2016-01-14 335 184 S/L 15.0000 11 11    
    BULLET PROOF GLASS 2016-01-26 2,335 1,284 S/L 15.0000 78 78    
    FLOORING 2016-04-20 2,021 1,112 S/L 15.0000 67 67    
    IMPROVEMENTS 2016-04-28 1,569 863 S/L 15.0000 52 52    
    IMPROVEMENTS 2016-05-23 3,768 2,072 S/L 15.0000 126 126    
    SEALING 2017-10-05 753 753 150DB 15.0000        
    TILE 2017-10-06 1,015 1,015 200DB 5.0000        
    GARBAGE DISPOSAL 2018-12-01 1,079   200DB 5.0000 1,079 1,079    
    SEALING 2018-05-14 763   150DB 15.0000 763 763    
    LAND-BASIS FROM ESTATE 2010-01-01 20,800              
    BUILDING-BASIS FROM ESTATE 2010-01-01 116,023 33,576 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 57,508 S/L 39.0000 7,226 7,226    
    IMPROVEMENTS-BARRACKS 2010-09-30 3,909 730 S/L 39.0000 101 101    
    FURNISHINGS 2010-09-15 1,557 1,557 200DB 5.0000        
    PARKING LOT 2011-06-02 22,550 22,550 150DB 15.0000        
    AIR CONDITION UNIT 2012-08-06 3,500 3,500 200DB 5.0000        
    CARPET 2013-12-30 600 565 200DB 5.0000 35 35    
    HEATING UNIT 2013-06-17 2,216 258 S/L 39.0000 57 57    
    HVAC 2014-07-09 4,385 2,387 S/L 39.0000 56 56    
    CARPET 2014-01-17 1,790 1,635 200DB 5.0000 103 103    
    CARPET 2014-02-13 1,685 1,539 200DB 5.0000 97 97    
    PARKING AREA 2014-09-10 6,728 4,398 150DB 15.0000 233 233    
    RESTRIPPING LOT 2016-04-28 550 315 150DB 15.0000 23 23    
    CARPET 2017-10-01 411 411 200DB 5.0000        
    CARPET 2018-03-12 1,697   200DB 5.0000 1,697 1,697    
    SEALING 2018-05-14 2,950   150DB 15.0000 2,950 2,950    
    LAND-BASIS FROM ESTATE 2010-01-01 90,000              
    BUILDING-BASIS FROM ESTATE 2010-01-01 329,128 67,162 S/L 39.0000 8,439 8,439    
    LAND IMPROVEMENTS 2010-01-01 5,185 2,889 150DB 15.0000 306 306    
    EQUIPMENT 2010-01-01 21,226 21,226 200DB 7.0000        
    CARPET 2013-05-10 1,380 1,301 200DB 5.0000 79 79    
    WATER HEATER 2014-01-29 315 288 200DB 5.0000 18 18    
    DUCT WORK 2015-02-19 2,070 153 S/L 39.0000 53 53    
    NEW BASEBOARD HEAT 2015-03-05 1,380 99 S/L 39.0000 35 35    
    NEW CONCRETE POSTS 2015-06-29 161 94 S/L 15.0000 5 5    
    HEATERS 2016-12-29 126 96 200DB 5.0000 12 12    
    RESTRIPPING LOT 2016-05-31 350 200 150DB 15.0000 15 15    
    STEEL DOOR 2018-05-23 985   S/L 39.0000 16 16    
    JD BACKHOE 2010-01-01 3,050 3,050 200DB 7.0000        
    LAND @ FMV 1/1/10 2010-01-01 38,750              
    BUILDING @ FMV 1/1/10 2010-01-01 116,250 33,642 S/L 27.5000 4,227 4,227    
    LAND - BASIS FROM ESTATE 2010-01-01 7,800              
    GARAGE 2010-01-01 5,310 1,084 S/L 39.0000 136 136    

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2018 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
    JD BACKHOE 2010-01 PURCHASE 2018-06     3,050       3,050
    SEE ATTACHMENT D-1   PURCHASE     106,917 121,952     -15,035  
    SEE ATTACHMENT D-1   PURCHASE     268,078 237,350     30,728  
    SEE ATTACHMENT D-2   PURCHASE     32,188 30,859     1,329  
    SEE ATTACHMENT D-2   PURCHASE     247,337 187,033     60,304  
    SEE ATTACHMENT D-3   PURCHASE     189,535 195,339     -5,804  
    SEE ATTACHMENT D-3   PURCHASE     349,421 203,882     145,539  
    SEE ATTACHMENT D-3   PURCHASE     4,804 3,236     1,568  
    SEE ATTACHMENT D-4   PURCHASE     714,313 593,980     120,333  
    SEE ATTACHMENT D-5   PURCHASE     1,437 1,529     -92  
    SEE ATTACHMENT D-5   PURCHASE     203,709 210,411     -6,702  
    SEE ATTACHMENT D-6   PURCHASE     78,431 77,671     760  
    SEE ATTACHMENT D-6   PURCHASE     455,079 447,009     8,070  
    SEE ATTACHMENT D-6   PURCHASE     232,426 134,196     98,230  
    SEE ATTACHMENT D-7   PURCHASE     135,136 154,704     -19,568  
    SEE ATTACHMENT D-7   PURCHASE     303,505 281,529     21,976  
    SEE ATTACHMENT D-8   PURCHASE     40,566 35,590     4,976  
    SEE ATTACHMENT D-8   PURCHASE     251,259 200,576     50,683  
    SEE ATTACHMENT D-9   PURCHASE     18,728 27,775     -9,047  

    TY 2018 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 2,206,388 2,206,388
    JACKSON LIFE ANNUITY 1,750,000 1,750,000
    MERRILL LYNCH 10497 1,642,625 1,642,625
    MERRILL LYNCH 10793 1,318,506 1,318,506
    MERRILL LYNCH 11080 1,533,134 1,533,134
    MERRILL LYNCH 10499 949,895 949,895
    MERRILL LYNCH 10791 983,085 983,085
    MERRILL LYNCH 10498 679,713 679,713

    TY 2018 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
    IGM 2005-2   72 72
    IGM 2005-1   11 11
    IGM 2006-1   5 5
    IGM 2006-2   15 15

    TY 2018 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 2,754,054 773,803 1,980,251 275,454
    LAND IMPROVEMENTS 133,832 88,718 45,114 133,832
    EQUIPMENT & FURNISHINGS 118,565 106,223 12,342 118,565
    LAND 643,100   643,100 643,100


    TY 2018 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
    INDIRECT LEGAL FEES 490     490


    TY 2018 OtherDecreasesSchedule
    Name:
    ROY W PIPER CHARITABLE TRUST
     
    C/O WILLIAM A PETTY
    EIN:
    20-7487500
    Description Amount
    BOOK V TAX INCOME 1,476
    NON REPORTED LOSS 24,517
    UNREALIZED DEPRECIATION OF MARKET SECURITIES 1,378,835
    FEDERAL INCOME TAX PAYMENTS 25,630


    TY 2018 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 12,991 12,991    
    REPAIRS & MAINTENANCE 5,541 5,541    
    TRASH COLLECTION 5,494 5,494    
    GROUND MAINTENANCE 1,652 1,652    
    VEHICLE EXPENSE 1,083 1,083    
    PEST CONTROL 884 884    
    SNOW REMOVAL 695 695    
    TENANT FUNCTIONS 692 692    
    OFFICE EXPENSE 690 690    
    SYSTEM TESTING 370 370    
    DUES & DONATION 25 25    
    SPECIAL CLEANING 16 16    
    53WYOMINGAVE &55 W HARRISON        
    INSURANCE 1,285 1,285    
    REPAIRS & MAINTENANCE 227 227    
    10-12 PA AVE,TUNKHANNOCK PA        
    INSURANCE 1,097 1,097    
    REPAIRS & MAINTENANCE 436 436    
    220-222 NEW MALLERY PL, WB        
    INSURANCE 1,650 1,650    
    PEST CONTROL 496 496    
    REPAIRS & MAINTENANCE 374 374    
    RECYCLING FEES 100 100    
    RENTAL INSPECTIONS 75 75    
    LEVEE FEE 64 64    
    224 NEW MALLERY PL, WB        
    INSURANCE 2,569 2,569    
    REPAIRS & MAINTENANCE 586 586    
    PEST CONTROL 480 480    
    RECYCLING FEES 200 200    
    RENTAL INSPECTIONS 200 200    
    LEVEE FEE 127 127    
    GROUND MAINTENANCE 40 40    
    228-230 NEW MALLERY PL WB        
    REPAIRS & MAINTENANCE 3,334 3,334    
    INSURANCE 1,857 1,857    
    PEST CONTROL 480 480    
    RECYCLING FEES 200 200    
    RENTAL INSPECTIONS 150 150    
    LEVEE FEE 63 63    
    35 SECOND STREET, TUNK PA        
    INSURANCE 774 774    
    REPAIRS & MAINTENANCE 484 484    
    1745 VALLEY RD, MANSFIELD        
    REPAIRS & MAINTENANCE 3,279 3,279    
    INSURANCE 2,602 2,602    
    GROUND MAINTENANCE 2,305 2,305    
    872 SALEM BLVD,SHICKSHINNY        
    REPAIRS & MAINTENANCE 8,829 8,829    
    INSURANCE 2,633 2,633    
    PEST CONTROL 540 540    
    WATER TESTING 42 42    
    22 SPRUCE STREET, TUNK PA        
    INSURANCE 731 731    
    PEST CONTROL 60 60    
    RR1 ROUTE 6&PA 220N TOWANDA        
    REPAIRS & MAINTENANCE 7,383 7,383    
    INSURANCE 2,862 2,862    
    PEST CONTROL 516 516    
    WATER TESTING 201 201    
    SYSTEM TESTING 115 115    
    915 ROUTE 6, TUNKHANNOCK PA        
    REPAIRS & MAINTENANCE 11,129 11,129    
    INSURANCE 2,702 2,702    
    MAT RENTAL 840 840    
    PEST CONTROL 488 488    
    WATER TESTING 127 127    
    SNOW REMOVAL 45 45    
    119 WARREN ST TUNKHANNOCK        
    INSURANCE 870 870    
    PEST CONTROL 309 309    
    35 WYOMING AVE        
    INSURANCE 191 191    
    GROUND MAINTENANCE 110 110    
    EXPENSES        
    MERRILL LYNCH FEES 132,479 132,479    
    OFFICE EXPENSE 4,450 2,225   2,225
    SERVICE CHARGES/FEES - STOCK 8,164 8,164    
    INSURANCE 856     856
    GATHERING FEE 242 242    
    INTEREST EXPENSE 4 4    


    TY 2018 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
    IGM INCOME 238 238  
    ROYALTY INCOME 2,926 2,926  
    SUB PMT IN LIEU OF DIV OR INT 1,476 1,476  


    TY 2018 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 11,170 9,790
    PAYROLL TAXES 2,797 2,113


    TY 2018 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 37,627 37,627    


    TY 2018 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 3,877 1,939   1,938