Form990-PF
Click to see attachment

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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
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$17,543,484J 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 126,271 126,271  
4 Dividends and interest from securities... 147,433 147,433  
5a Gross rents............ 580,235 580,235  
b Net rental income or (loss) 206,886
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 207,549
b Gross sales price for all assets on line 6a 4,392,931
7 Capital gain net income (from Part IV, line 2)... 207,549
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)....... Click to see attachment 13,074 13,074  
12 Total. Add lines 1 through 11........ 1,074,562 1,074,562  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 101,628 65,628   36,000
14 Other employee salaries and wages...... 17,750     17,750
15 Pension plans, employee benefits....... 15,917 9,971   5,946
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 5,350 2,675   2,675
c Other professional fees (attach schedule).... Click to see attachment 36,796 36,796    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion... Click to see attachment 92,362 92,362  
20 Occupancy.............. 157,741 156,084   1,657
21 Travel, conferences, and meetings.......        
22 Printing and publications.......... 2,221 1,043   1,178
23 Other expenses (attach schedule)....... Click to see attachment 158,153 155,401   2,752
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 587,918 519,960   67,958
25 Contributions, gifts, grants paid....... 616,805 616,805
26 Total expenses and disbursements. Add lines 24 and 25 1,204,723 519,960   684,763
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -130,161
b Net investment income (if negative, enter -0-) 554,602
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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............. 249,598 351,666 351,666
2 Savings and temporary cash investments......... 763,167 602,621 602,621
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.......... 30,670 21,134 21,134
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 12,435,817 Click to see attachment12,888,327 12,888,327
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).......... 382 Click to see attachment389 389
14 Land, buildings, and equipment: basis bullet3,660,843
Less: accumulated depreciation (attach schedule) bullet1,157,059 2,588,161 Click to see attachment2,503,784 3,660,843
15 Other assets (describe bullet) Click to see attachment19,537 Click to see attachment18,504 Click to see attachment18,504
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 16,087,332 16,386,425 17,543,484
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 attachment10,540 Click to see attachment20,833
23 Total liabilities (add lines 17 through 22)......... 10,540 20,833
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 3,640,975 3,477,265
25 Net assets with donor restrictions............ 12,435,817 12,888,327
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 16,076,792 16,365,592
30 Total liabilities and net assets/fund balances (see instructions). 16,087,332 16,386,425
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
16,076,792
2
Enter amount from Part I, line 27a .....................
2
-130,161
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
451,730
4
Add lines 1, 2, and 3 ..........................
4
16,398,361
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
32,769
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
16,365,592
Form 990-PF (2020)
Form 990-PF (2020)
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 2 207,549
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 7,709
c All other domestic foundations enter 1.39% 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 7,709
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 7,709
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 23,160
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 23,160
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 15,451
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet15,451 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 the instructions
for the 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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 2020, 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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
     
    No
    .........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 0 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 (2020)
    Form 990-PF (2020)
    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 (2020)
    Form 990-PF (2020)
    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
    12,218,100
    b
    Average of monthly cash balances.......................
    1b
    780,861
    c
    Fair market value of all other assets (see instructions)................
    1c
    4,231,088
    d
    Total (add lines 1a, b, and c).........................
    1d
    17,230,049
    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
    17,230,049
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    258,451
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    16,971,598
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    848,580
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    848,580
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    7,709
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    7,709
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    840,871
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    840,871
    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
    840,871
    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
    684,763
    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
    684,763
    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
    684,763
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 840,871
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 490,809
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 684,763
    a Applied to 2019, but not more than line 2a 490,809
    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 2020 distributable amount..... 193,954
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2020.    
    (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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		646,917
    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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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 (2020)
    Form 990-PF (2020)
    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
    ANDERSON SIERRA
    105 SOUTH RIDGE ST
    TAYLOR,PA18517     		NONE N/A COLLEGE SCHOLARSHIP 6,144
    ARTHUR MADALYN
    314 ORANGE ST
    DALLAS,PA18612     		NONE N/A COLLEGE SCHOLARSHIP 5,825
    BARDZEL MICHAEL
    100 MINK LANE
    GREENTOWN,PA18426     		NONE N/A COLLEGE SCHOLARSHIP 12,000
    BARLOW BRYAN
    1372 FAIRVIEW RD
    SCOTT TOWNSHIP,PA18411     		NONE N/A COLLEGE SCHOLARSHIP 7,000
    BESSOIR ABBY
    1715 ELECTRIC ST
    DUNMORE,PA18509     		NONE N/A COLLEGE SCHOLARSHIP 1,947
    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
    BLOOM CHRISTIAN
    616 MYRTLE ST
    SCRANTON,PA18505     		NONE N/A COLLEGE SCHOLARSHIP 9,000
    BRACE BRIELLE
    444 BRACE RD
    DALLAS,PA18612     		NONE N/A COLLEGE SCHOLARSHIP 4,609
    BURDA MOLLIE
    1037 OAK ST
    SCRANTON,PA18508     		NONE N/A COLLEGE SCHOLARSHIP 6,000
    BUSCHER JEFFERY
    83 E CENTER HILL RD
    DALLAS,PA18612     		NONE N/A COLLEGE SCHOLARSHIP 5,000
    CAMPBELL JACOB
    1800 MONSEY AVE
    SCRANTON,PA18509     		NONE N/A COLLEGE SCHOLARSHIP 10,000
    CARACHILO CHRISTINA
    20 REYNOLDS AVE
    CARBONDALE,PA18407     		NONE N/A COLLEGE SCHOLARSHIP 15,000
    CASTILLO CARLOS
    62 WEST CHURCH ST
    NANTICOKE,PA18634     		NONE N/A COLLEGE SCHOLARSHIP 5,500
    CHESNER EMILY
    428 KERAGE RD
    MESHOPPEN,PA18630     		NONE N/A COLLEGE SCHOLARSHIP 5,250
    CHICKILLO KATHLEEN
    216
    NORTH ABINGTON TWP,PA18414     		NONE N/A COLLEGE SCHOLARSHIP 12,101
    CLARK ISAAC
    115 COLEWOOD CIRCLE
    HAZEL TOWNSHIP,PA18202     		NONE N/A COLLEGE SCHOLARSHIP 13,500
    CLEMENT VANESSA
    1811 ALDER WAY
    HAZLE TWP,PA18202     		NONE N/A COLLEGE SCHOLARSHIP 10,000
    COOPER BRITTANY
    45 CHURCH ST
    TUNKHANNOCK,PA18657     		NONE N/A COLLEGE SCHOLARSHIP 15,000
    CORKER BREEZY
    726 POST HILL RD
    FALLS,PA18615     		NONE N/A COLLEGE SCHOLARSHIP 6,000
    CYWINSKI LOGAN
    726 POST HILL RD
    FALLS,PA18615     		NONE N/A COLLEGE SCHOLARSHIP 16,500
    DIBBLE SAMANTHA
    01 LOWER MESHOPPEN CREEK
    MESHOPPEN,PA18630     		NONE N/A COLLEGE SCHOLARSHIP 6,000
    DOMNICK COLIN
    54 COLVIN RD
    DALTON,PA18414     		NONE N/A COLLEGE SCHOLARSHIP 10,000
    DUDECK LAUREN
    105 HENRY ST
    PLAINS,PA18705     		NONE N/A COLLEGE SCHOLARSHIP 10,867
    DUGAN MIAH
    251 FINN RD
    FACTORYVILLE,PA18419     		NONE N/A COLLEGE SCHOLARSHIP 5,000
    DUNCKLE MARK
    107 KEYSTONE HILLS RD
    FACTORYVILLE,PA18419     		NONE N/A COLLEGE SCHOLARSHIP 3,750
    EDNIE STEPHANIE
    1212 SR 940
    HARLEIGH,PA18225     		NONE N/A COLLEGE SCHOLARSHIP 5,000
    FARMER DESTINY
    1001 WEST GRANT ST
    BLAKELY,PA18447     		NONE N/A COLLEGE SCHOLARSHIP 10,000
    FARRELL HAYLEY
    62 W OAK ST
    PITTSTON,PA18640     		NONE N/A COLLEGE SCHOLARSHIP 10,096
    FIELDS LILLIAN
    52 N MILL ST
    NATICOKE,PA18634     		NONE N/A COLLEGE SCHOLARSHIP 1,095
    FLEEGER MACKENZIE
    276 MAHONEY RD
    SWEET VALLEY,PA18656     		NONE N/A COLLEGE SCHOLARSHIP 4,697
    FLORES ADAKA
    108 MARSH LANE
    APT 2
    TUNHANNOCK,PA18657     		NONE N/A COLLEGE SCHOLARSHIP 13,000
    FLYNN RYAN
    104 RICHARD RD
    CLARKS SUMMIT,PA18411     		NONE N/A COLLEGE SCHOLARSHIP 13,924
    FRANKEVICH JOSHUA
    657 BODLE RD
    WYOMING,PA18644     		NONE N/A COLLEGE SCHOLARSHIP 2,500
    FUREY JENNA
    303 WARD ST
    DUNMORE,PA18512     		NONE N/A COLLEGE SCHOLARSHIP 15,266
    GAY CURTIS
    826 HUNTER HWY
    TUNKHANNOCK,PA18657     		NONE N/A COLLEGE SCHOLARSHIP 17,500
    GIL JAMARY
    2 GRAND ST
    SCRANTON,PA18505     		NONE N/A COLLEGE SCHOLARSHIP 12,090
    HILSON KATIE
    257 KEOKEE CHAPEL LANE
    CRESCO,PA18326     		NONE N/A COLLEGE SCHOLARSHIP 844
    IVES LUCY
    5919 SR 3001
    MESHOPPEN,PA18630     		NONE N/A COLLEGE SCHOLARSHIP 16,988
    JACKSON CORY
    227 5TH ST
    OLYPHANT,PA18447     		NONE N/A COLLEGE SCHOLARSHIP 7,500
    KANE ANNA
    163 STAPLETON ESTATES
    FACTORYVILLE,PA18419     		NONE N/A COLLEGE SCHOLARSHIP 3,000
    KINBACK AMANDA
    18 DONNA DR
    FACTORYVILLE,PA18419     		NONE N/A COLLEGE SCHOLARSHIP 6,000
    KISBAUGH KAYLEE
    246 OLD TAVERN RD
    HUNLOCK CREEK,PA18621     		NONE N/A COLLEGE SCHOLARSHIP 2,849
    KOWALCHIK KALEI
    915 WARD ST
    JESSUP,PA18434     		NONE N/A COLLEGE SCHOLARSHIP 935
    LANGAN JAMES
    93 ANDREA DR
    CHESAPEAKE CITY,MD21915     		NONE N/A COLLEGE SCHOLARSHIP 5,000
    LAWSON MAX
    7178 SPRING ROAD
    NEW BLOOMFIELD,PA17068     		NONE N/A COLLEGE SCHOLARSHIP 1,469
    LEE MATTHEW
    14 SUSQUEHANNA AVE
    TUNKHANNOCK,PA18657     		NONE N/A COLLEGE SCHOLARSHIP 3,750
    MACHELL MACKENZIE
    109 FERN WAY
    CLARKS SUMMIT,PA18411     		NONE N/A COLLEGE SCHOLARSHIP 2,545
    MCALEER CATHERINE
    422 DOUGHERTY RD
    MESHOPPEN,PA18630     		NONE N/A COLLEGE SCHOLARSHIP 6,298
    MCDONNELL JACOB
    50 SCOTT ST
    KINGSTON,PA18704     		NONE N/A COLLEGE SCHOLARSHIP 10,000
    MCDONOUGH KAYLA
    36 GARFIELD AVE
    CARBONDALE,PA18407     		NONE N/A COLLEGE SCHOLARSHIP 13,081
    MCGEEHAN MACKENZIE
    133 N RIVER ST
    WILKES BARRE,PA18711     		NONE N/A COLLEGE SCHOLARSHIP 6,000
    MORRIS SARA
    88 SIMPSON ST
    WILKES BARRE,PA18702     		NONE N/A COLLEGE SCHOLARSHIP 7,500
    MURRAY JAMIE
    58 COMSTOCK RD
    TUNKHANNOCK,PA18657     		NONE N/A COLLEGE SCHOLARSHIP 8,711
    MUSE RICHARD
    7 HIGHFIELD CIRCLE
    SUGARLOAF,PA18249     		NONE N/A COLLEGE SCHOLARSHIP 11,000
    MUSKEY TYLER
    801 SPRING ST
    MOOSIC,PA18507     		NONE N/A COLLEGE SCHOLARSHIP 2,500
    MUSTO NOAH
    277 SHORT HILL DR
    CLARKS GREEN,PA18411     		NONE N/A COLLEGE SCHOLARSHIP 6,000
    NESTOR MADISON
    45 ARROWHEAD DRIVE
    FACTORYVILLE,PA18419     		NONE N/A COLLEGE SCHOLARSHIP 3,250
    PASTERNAK KAITLIN
    3 SHORED DRIVE
    TUNKHANNOCK,PA18657     		NONE N/A COLLEGE SCHOLARSHIP 6,000
    PEOPLES MADISYN
    2051 N OVERBROOK RD
    FACTORYVILLE,PA18419     		NONE N/A COLLEGE SCHOLARSHIP 6,000
    PETTY LUKE
    209 VENARD RD
    CLARKS GREEN,PA18411     		NONE N/A COLLEGE SCHOLARSHIP 11,000
    PIDGEON ANNA
    603 LINCOLN AVE
    JERMYN,PA18433     		NONE N/A COLLEGE SCHOLARSHIP 3,781
    PUGLIESE NICHOLAS
    26 BIRKETT ST
    CARBONDALE,PA18407     		NONE N/A COLLEGE SCHOLARSHIP 8,218
    REYAN RIERDAN
    1730 WILLIAMS ROAD
    FRIENDSVILLE,PA18818     		NONE N/A COLLEGE SCHOLARSHIP 5,091
    RICHART NATALIA
    137 OLD RIVE RD
    WILKES BARRE,PA18702     		NONE N/A COLLEGE SCHOLARSHIP 5,000
    RIVERA NADIYAH
    610 E ELM ST
    SCRANTON,PA18505     		NONE N/A COLLEGE SCHOLARSHIP 10,000
    ROWLES EMALIE
    383 E GRAND ST
    NANTICOKE,PA18634     		NONE N/A COLLEGE SCHOLARSHIP 16,000
    SCARANTINO NATALIYA
    52 KETCHUM ST
    WILKESBARRE,PA18702     		NONE N/A COLLEGE SCHOLARSHIP 4,500
    SCARDO HAILEY
    589 MILWAUKEE AVE
    OLD FORGE,PA18518     		NONE N/A COLLEGE SCHOLARSHIP 5,000
    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 10,000
    SEKELSKY ALYSSA
    418 RIVER ST
    DICKSON CITY,PA18519     		NONE N/A COLLEGE SCHOLARSHIP 4,950
    SMITH KAILYN
    36 PHILADELPHIA AVE
    TUNKHANNOCK,PA18657     		NONE N/A COLLEGE SCHOLARSHIP 10,000
    SMITH KYLIE
    2620 SR 3013
    SPRINGVILLE,PA18844     		NONE N/A COLLEGE SCHOLARSHIP 6,124
    STEVENS EMILY
    1405 BUTTON RD
    SPRINGVILLE,PA18844     		NONE N/A COLLEGE SCHOLARSHIP 12,000
    STUENZI MONICA
    343 W MAIN ST
    DALTON,PA18414     		NONE N/A COLLEGE SCHOLARSHIP 7,860
    SUAREZ SANTIAGO
    542 E 10TH ST
    BERWICK,PA18603     		NONE N/A COLLEGE SCHOLARSHIP 14,000
    TERRINONI MARIA
    115 CLARK ST
    CLARKS GREEN,PA18411     		NONE N/A COLLEGE SCHOLARSHIP 3,400
    Total .................................bullet 3a 616,805
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 ...........     		    14 126,271  
    4 Dividends and interest from securities....     14 147,433  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......     16 206,886  
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     14 7 1,432
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    14 194,561 12,988
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aREIMBURSEMENT     		        11,635
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   675,158 26,055
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    701,213
    (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 (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 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 5,350 2,675   2,675

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

    TY 2020 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 2010-01-01 556,727 201,603 S/L 27.5000 20,245 20,245    
    LAND IMPROVEMENTS-CARRYOVER BASIS 2010-01-01 50,017 33,773 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        
    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 1,001 200DB 5.0000        
    CARPET 2013-03-31 268 268 200DB 5.0000        
    REFRIGERATOR 2013-04-30 276 276 200DB 5.0000        
    CARPET 2013-06-30 502 502 200DB 5.0000        
    DEHUMIDIFIER 2013-07-31 124 124 200DB 5.0000        
    CARPET 2013-09-30 349 349 200DB 5.0000        
    WASHER 2013-10-31 359 359 200DB 5.0000        
    WATER HEATER 2013-12-31 148 148 200DB 5.0000        
    REFRIGERATOR 2014-02-28 596 596 200DB 5.0000        
    WATER HEATER 2014-04-30 1,087 1,087 200DB 5.0000        
    CARPET 2014-05-31 368 368 200DB 5.0000        
    WATER HEATER 2014-07-31 872 872 200DB 5.0000        
    REFRIGERATOR 2014-08-31 252 252 200DB 5.0000        
    WATER HEATER 2014-08-31 266 266 200DB 5.0000        
    CARPET 2014-12-31 380 380 200DB 5.0000        
    CARPET 2014-07-31 354 354 200DB 5.0000        
    NEW CARPET 2015-04-30 536 521 200DB 5.0000 15 15    
    NEW CABINET DRAWERS 2015-05-31 56 54 200DB 5.0000 2 2    
    NEW CARPET 2015-07-31 708 687 200DB 5.0000 21 21    
    NEW REFRIGERATOR 2015-08-31 310 301 200DB 5.0000 9 9    
    PARKING LOT SEALING 2015-10-31 1,845 1,270 150DB 15.0000 58 58    
    CARPET 2015-11-30 268 260 200DB 5.0000 8 8    
    CARPET 2015-12-31 401 389 200DB 5.0000 12 12    
    WASHER & DRYER 2016-05-09 374 342 200DB 5.0000 21 21    
    WATER HEATER 2016-05-09 883 806 200DB 5.0000 51 51    
    CARPET CLEANER 2016-08-03 105 96 200DB 5.0000 6 6    
    CARPET 2016-12-08 354 323 200DB 5.0000 21 21    
    DRIVEWAY SEALING 2016-05-25 3,073 2,009 150DB 15.0000 106 106    
    CARPET 2017-01-12 391 346 200DB 5.0000 21 21    
    TRIMMER 2017-06-14 241 208 200DB 5.0000 14 14    
    CARPET 2017-07-08 495 419 200DB 5.0000 30 30    
    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 2018-01-15 268 268 200DB 5.0000        
    CARPET 2018-04-12 354 354 200DB 5.0000        
    REFRIGERATOR 2018-06-05 322 322 200DB 5.0000        
    RANGE 2018-06-05 285 285 200DB 5.0000        
    REFRIGERATOR 2018-07-10 305 305 200DB 5.0000        
    CARPET 2018-07-22 288 288 200DB 5.0000        
    FURNACE 2018-03-15 1,774 1,774 200DB 5.0000        
    WASHER & DRYER 2018-09-17 793 793 200DB 5.0000        
    SNOW BLOWER 2018-12-14 529 529 200DB 5.0000        
    REFRIGERATOR 2019-11-27 339 339 200DB 5.0000        
    CARPET & FLOORING 2020-02-12 349   200DB 5.0000 122 122    
    CARPET & FLOORING 2020-07-10 421   200DB 5.0000 63 63    
    HOT WATER HEATER 2020-12-22 816   200DB 5.0000 41 41    
    LAND-BASIS FROM ESTATE 2010-01-01 9,100              
    BUILDING-BASIS FROM ESTATE 2010-01-01 106,139 38,436 S/L 27.5000 3,859 3,859    
    FURNISHINGS 2010-06-15 244 244 200DB 5.0000        
    TUB SURROUNDING 2017-03-30 616 544 200DB 5.0000 34 34    
    CAR PORT 2018-08-18 1,657 1,657 200DB 5.0000        
    LAND-BASIS FROM ESTATE 2010-01-01 10,000              
    BUILDING-BASIS FROM ESTATE 2010-01-01 103,680 37,563 S/L 27.5000 3,771 3,771    
    IMPROVEMENTS 2011-06-15 2,383 740 S/L 27.5000 87 87    
    NEW WASHER (10 PA AVE) 2015-01-05 450 437 200DB 5.0000 13 13    
    USED REFRIGERATOR (12 PA AVE) 2015-07-15 400 377 200DB 5.0000 23 23    
    OAK FLOORING (12 PA AVE) 2015-07-28 281 183 S/L 15.0000 9 9    
    FLOORING (10 PA AVE) 2016-04-05 432 266 S/L 15.0000 15 15    
    LAND-BASIS FROM ESTATE 2010-01-01 7,700              
    BUILDING-BASIS FROM ESTATE 2010-01-01 78,102 28,283 S/L 27.5000 2,840 2,840    
    IMPROVEMENTS 2010-12-01 655 216 S/L 27.5000 23 23    
    FURNISHINGS 2010-10-26 1,125 1,125 200DB 5.0000        
    NEW SINK, FAUCET (220 MALLERY) 2015-12-15 399 387 200DB 5.0000 12 12    
    WATER HEATER (220) 2016-07-20 719 657 200DB 5.0000 42 42    
    PORCH REPAIRS (220) 2016-06-13 381 235 S/L 15.0000 13 13    
    STOVE (222) 2017-01-14 551 487 200DB 5.0000 30 30    
    REBUILD PORCH (220) 2017-04-03 800 470 S/L 15.0000 27 27    
    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) 2018-06-30 406 406 150DB 15.0000        
    NEW ROOF 2020-04-18 683   S/L 15.0000 28 28    
    LAND @ FMV 1/1/10 2010-01-01 4,400              
    BUILDING @ FMV 1/1/10 2010-01-01 105,600 38,240 S/L 27.5000 3,840 3,840    
    IMPROVEMENTS 2010-11-02 248 82 S/L 27.5000 9 9    
    IMPROVEMENTS 2011-06-15 179 56 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 2013-03-11 514 514 200DB 5.0000        
    FURNITURE 2013-05-12 261 261 200DB 5.0000        
    STOVE 2014-01-29 503 503 200DB 5.0000        
    LAWN MOWER 2016-09-14 180 165 200DB 5.0000 10 10    
    WATER HEATER 2016-12-19 507 464 200DB 5.0000 29 29    
    WATER HEATER 2019-01-24 1,025 1,025 200DB 5.0000        
    LAND @ FMV 1/1/10 2010-01-01 8,080              
    BUILDING @ FMV 1/1/10 2010-01-01 92,920 33,648 S/L 27.5000 3,379 3,379    
    IMPROVEMENTS 2010-12-15 10,268 3,376 S/L 27.5000 373 373    
    IMPROVEMENTS 2011-06-15 929 288 S/L 27.5000 34 34    
    FURNISHINGS 2011-06-15 1,971 1,971 200DB 5.0000        
    FURNACE 2014-03-13 4,639 977 S/L 27.5000 169 169    
    BUILDING IMPROVEMENTS 2014-11-26 6,445 4,404 S/L 15.0000 215 215    
    NEW REFRIGERATOR 2015-08-31 450 437 200DB 5.0000 13 13    
    NEW CARPET 2015-09-30 2,100 2,040 200DB 5.0000 60 60    
    SEWER LINE 2016-05-25 591 365 S/L 15.0000 19 19    
    WATER HEATER 2016-12-15 280 256 200DB 5.0000 16 16    
    WINDOWS (228) 2017-09-04 197 114 S/L 15.0000 6 6    
    RANGE (228) 2018-06-06 477 477 200DB 5.0000        
    LAND-BASIS FROM ESTATE 2010-01-01 8,200              
    BUILDING-BASIS FROM ESTATE 2010-01-01 65,490 23,715 S/L 27.5000 2,381 2,381    
    STOVE 2014-05-30 636 636 200DB 5.0000        
    REFRIGERATOR 2014-05-30 584 584 200DB 5.0000        
    REFRIGERATOR 2014-08-12 585 585 200DB 5.0000        
    STOVE 2014-08-12 460 460 200DB 5.0000        
    DISHWASHER 2014-08-12 400 400 200DB 5.0000        
    CARPET 2014-08-19 1,100 1,100 200DB 5.0000        
    IMPROVEMENTS 2014-10-03 1,092 746 S/L 15.0000 37 37    
    CARPET 2018-03-12 250 250 200DB 5.0000        
    ROOF 2019-11-27 500 500 S/L 15.0000        
    LAND-BASIS FROM ESTATE 2010-01-01 100,000              
    BUILDING-BASIS FROM ESTATE 2010-01-01 200,819 51,278 S/L 39.0000 5,149 5,149    
    IMPROVEMENTS-BARRACKS 2010-10-15 3,032 716 S/L 39.0000 78 78    
    HEAT PUMP 2010-03-01 7,900 1,983 S/L 39.0000 203 203    
    IMPROVEMENTS-BARRACKS 2011-06-15 1,711 375 S/L 39.0000 44 44    
    NEW BASE CABINETS 2012-10-11 508 508 200DB 5.0000        
    WATER HEATER 2013-01-28 328 328 200DB 5.0000        
    HEATING UNIT 2013-08-26 2,008 328 S/L 39.0000 52 52    
    PARKING LOT PAVING 2013-05-31 32,000 15,939 150DB 15.0000 1,889 1,889    
    HVAC 2014-07-30 5,185 726 S/L 39.0000 133 133    
    IMPROVEMENTS 2016-06-26 1,145 706 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 2010-01-01 486,910 124,329 S/L 39.0000 12,485 12,485    
    IMPROVEMENTS-BARRACKS 2011-06-15 22,681 4,967 S/L 39.0000 582 582    
    NEW HEATING UNIT 2012-02-29 16,880 4,834 S/L 27.5000 614 614    
    RANGE 2013-09-04 480 480 200DB 5.0000        
    NEW WATER TREATMENT SYSTEM 2015-06-29 2,942 1,912 S/L 15.0000 98 98    
    PARKING LOT SEALING 2015-10-20 4,943 3,403 150DB 15.0000 154 154    
    REFRIGERATOR 2016-08-25 505 461 200DB 5.0000 29 29    
    FLOORING 2016-01-14 335 207 S/L 15.0000 11 11    
    BULLET PROOF GLASS 2016-01-26 2,335 1,440 S/L 15.0000 78 78    
    FLOORING 2016-04-20 2,021 1,247 S/L 15.0000 67 67    
    IMPROVEMENTS 2016-04-28 1,569 967 S/L 15.0000 53 53    
    IMPROVEMENTS 2016-05-23 3,768 2,324 S/L 15.0000 125 125    
    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 1,079 200DB 5.0000        
    SEALING 2018-05-14 763 763 150DB 15.0000        
    SEALING 2019-11-27 763 763 150DB 15.0000        
    LAND-BASIS FROM ESTATE 2010-01-01 20,800              
    BUILDING-BASIS FROM ESTATE 2010-01-01 116,023 42,014 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 71,960 S/L 39.0000 7,226 7,226    
    IMPROVEMENTS-BARRACKS 2010-09-30 3,909 931 S/L 39.0000 100 100    
    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 2013-12-30 600 600 200DB 5.0000        
    HEATING UNIT 2013-06-17 2,216 372 S/L 39.0000 57 57    
    HVAC 2014-07-09 4,385 2,499 S/L 39.0000 56 56    
    CARPET 2014-01-17 1,790 1,790 200DB 5.0000        
    CARPET 2014-02-13 1,685 1,685 200DB 5.0000        
    PARKING AREA 2014-09-10 6,728 4,841 150DB 15.0000 199 199    
    RESTRIPPING LOT 2016-04-28 550 360 150DB 15.0000 19 19    
    CARPET 2017-10-01 411 411 200DB 5.0000        
    CARPET 2018-03-12 1,697 1,697 200DB 5.0000        
    SEALING 2018-05-14 2,950 2,950 150DB 15.0000        
    LAND-BASIS FROM ESTATE 2010-01-01 90,000              
    BUILDING-BASIS FROM ESTATE 2010-01-01 329,128 84,040 S/L 39.0000 8,440 8,440    
    LAND IMPROVEMENTS 2010-01-01 5,185 3,501 150DB 15.0000 306 306    
    EQUIPMENT 2010-01-01 21,226 21,226 200DB 7.0000        
    CARPET 2013-05-10 1,380 1,380 200DB 5.0000        
    WATER HEATER 2014-01-29 315 315 200DB 5.0000        
    DUCT WORK 2015-02-19 2,070 259 S/L 39.0000 53 53    
    NEW BASEBOARD HEAT 2015-03-05 1,380 170 S/L 39.0000 35 35    
    NEW CONCRETE POSTS 2015-06-29 161 105 S/L 15.0000 5 5    
    HEATERS 2016-12-29 126 115 200DB 5.0000 7 7    
    RESTRIPPING LOT 2016-05-31 350 229 150DB 15.0000 12 12    
    STEEL DOOR 2018-05-23 985 41 S/L 39.0000 25 25    
    REFRIGERATOR 2019-01-04 610 610 200DB 5.0000        
    ROOF 2019-11-21 1,000 1,000 S/L 15.0000        
    LAND @ FMV 1/1/10 2010-01-01 38,750              
    BUILDING @ FMV 1/1/10 2010-01-01 116,250 42,096 S/L 27.5000 4,227 4,227    
    PARKING LOT SEALING 2020-12-01 5,400   150DB 15.0000 68 68    
    DEHUMIDIFIER 2020-09-09 313   200DB 5.0000 47 47    
    LAND - BASIS FROM ESTATE 2010-01-01 7,800              
    GARAGE 2010-01-01 5,310 1,356 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 2020 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
    NEW CARPET 2012-04 PURCHASE 2020-02     256       256
    NEW CARPET 2012-05 PURCHASE 2020-07     256       256
    WATER HEATER 2012-06 PURCHASE 2020-12     150       150
    SEE ATTACHMENT D-1   PURCHASE     826,817 959,396     -132,579  
    SEE ATTACHMENT D-1   PURCHASE     250,000 250,002     -2  
    SEE ATTACHMENT D-1   PURCHASE     65,501 65,000     501  
    SEE ATTACHMENT D-1   PURCHASE     29,157 29,157        
    SEE ATTACHMENT D-2   PURCHASE     58,862 49,063     9,799  
    SEE ATTACHMENT D-2   PURCHASE     19,506 23,136     -3,630  
    SEE ATTACHMENT D-2   PURCHASE     18 18        
    SEE ATTACHMENT D-3   PURCHASE     18,875 23,195     -4,320  
    SEE ATTACHMENT D-3   PURCHASE     89,498 101,486     -11,988  
    SEE ATTACHMENT D-3   PURCHASE     218 218        
    SEE ATTACHMENT D-4   PURCHASE     497,282 512,445     -15,163  
    SEE ATTACHMENT D-4   PURCHASE     312,361 318,977     -6,616  
    SEE ATTACHMENT D-4   PURCHASE     623,701 429,437     194,264  
    SEE ATTACHMENT D-4   PURCHASE     124 124        
    SEE ATTACHMENT D-5   PURCHASE     102,665 102,673     -8  
    SEE ATTACHMENT D-6   PURCHASE     63,915 117,589     -53,674  
    SEE ATTACHMENT D-6   PURCHASE     419,733 391,582     28,151  
    SEE ATTACHMENT D-7   PURCHASE     221,319 220,340     979  
    SEE ATTACHMENT D-8   PURCHASE     427,414 398,850     28,564  
    SEE ATTACHMENT D-8   PURCHASE     365,071 192,694     172,377  

    TY 2020 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
    JACKSON LIFE ANNUITY 1,750,000 1,750,000
    WELLS FARGO 2565 4,183,932 4,183,932
    WELLS FARGO 1848 561,696 561,696
    WELLS FARGO 0483 413,428 413,428
    WELLS FARGO 9405 1,498,276 1,498,276
    WELLS FARGO 3420 199,709 199,709
    WELLS FARGO 8632 2,067,933 2,067,933
    WELLS FARGO 5497 811,452 811,452
    WELLS FARGO 7578 1,401,901 1,401,901

    TY 2020 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   260 260
    IGM 2005-1   74 74
    IGM 2006-1   31 31
    IGM 2006-2   24 24

    TY 2020 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 2,756,237 946,108 1,810,129 2,756,237
    LAND IMPROVEMENTS 139,995 100,992 39,003 139,995
    EQUIPMENT & FURNISHINGS 121,511 109,959 11,552 121,511
    LAND 643,100   643,100 643,100


    TY 2020 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
    ACCRUED INTEREST RECEIVABLE 19,537 18,504 18,504


    TY 2020 OtherDecreasesSchedule
    Name:
    ROY W PIPER CHARITABLE TRUST
     
    C/O WILLIAM A PETTY
    EIN:
    20-7487500
    Description Amount
    FEDERAL INCOME TAX PAYMENTS 32,769


    TY 2020 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 12,804 12,804    
    TRASH COLLECTION 7,407 7,407    
    REPAIRS & MAINTENANCE 6,529 6,529    
    VEHICLE EXPENSE 888 888    
    GROUND MAINTENANCE 839 839    
    OFFICE EXPENSE 773 773    
    SNOW REMOVAL 760 760    
    PEST CONTROL 617 617    
    SYSTEM TESTING 445 445    
    TENANT FUNCTIONS 310 310    
    DUES & DONATION 132 132    
    53WYOMINGAVE &55 W HARRISON        
    INSURANCE 1,182 1,182    
    REPAIRS & MAINTENANCE 607 607    
    OFFICE EXPENSE 15 15    
    10-12 PA AVE,TUNKHANNOCK PA        
    INSURANCE 983 983    
    REPAIRS & MAINTENANCE 868 868    
    220-222 NEW MALLERY PL, WB        
    INSURANCE 1,605 1,605    
    REPAIRS & MAINTENANCE 184 184    
    RECYCLING FEES 100 100    
    PEST CONTROL 97 97    
    LEVEE FEE 63 63    
    224 NEW MALLERY PL, WB        
    INSURANCE 2,027 2,027    
    REPAIRS & MAINTENANCE 564 564    
    PEST CONTROL 480 480    
    RECYCLING FEES 200 200    
    LEVEE FEE 127 127    
    228-230 NEW MALLERY PL WB        
    INSURANCE 2,027 2,027    
    REPAIRS & MAINTENANCE 519 519    
    PEST CONTROL 480 480    
    RECYCLING FEES 200 200    
    LEVEE FEE 63 63    
    35 SECOND STREET, TUNK PA        
    REPAIRS & MAINTENANCE 3,990 3,990    
    GROUND MAINTENANCE 3,095 3,095    
    INSURANCE 686 686    
    1745 VALLEY RD, MANSFIELD        
    INSURANCE 2,933 2,933    
    GROUND MAINTENANCE 2,150 2,150    
    REPAIRS & MAINTENANCE 913 913    
    872 SALEM BLVD,SHICKSHINNY        
    REPAIRS & MAINTENANCE 10,177 10,177    
    INSURANCE 3,114 3,114    
    PEST CONTROL 572 572    
    22 SPRUCE STREET, TUNK PA        
    INSURANCE 661 661    
    PEST CONTROL 32 32    
    RR1 ROUTE 6&PA 220N TOWANDA        
    INSURANCE 3,226 3,226    
    REPAIRS & MAINTENANCE 1,598 1,598    
    GROUND MAINTENANCE 1,000 1,000    
    PEST CONTROL 576 576    
    SYSTEM TESTING 103 103    
    WATER TESTING 35 35    
    915 ROUTE 6, TUNKHANNOCK PA        
    REPAIRS & MAINTENANCE 5,266 5,266    
    INSURANCE 3,046 3,046    
    MAT RENTAL 770 770    
    PEST CONTROL 516 516    
    WATER TESTING 210 210    
    119 WARREN ST TUNKHANNOCK        
    INSURANCE 836 836    
    PEST CONTROL 352 352    
    GROUND MAINTENANCE 34 34    
    REPAIRS & MAINTENANCE 15 15    
    35 WYOMING AVE        
    GROUND MAINTENANCE 2,193 2,193    
    INSURANCE 43 43    
    EXPENSES        
    WELLS FARGO FEES 59,451 59,451    
    OFFICE EXPENSE 3,717 1,859   1,858
    SERVICE CHARGES/FEES - STOCK 2,054 2,054    
    INSURANCE 730     730
    BANK SERVICE CHARGE 164     164


    TY 2020 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 7 7  
    ROYALTY INCOME 1,432 1,432  
    REIMBURSEMENT 11,635 11,635  


    TY 2020 OtherIncreasesSchedule
    Name:
    ROY W PIPER CHARITABLE TRUST
     
    C/O WILLIAM A PETTY
    EIN:
    20-7487500
    Description Amount
    UNREALIZED APPRECIATION OF MARKET SECURITIES 444,483
    NON REPORTED GAIN 7,247


    TY 2020 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 10,220 10,925
    PAYROLL TAXES 320 2,386
    ACCRUED INSURANCE REFUND   7,522


    TY 2020 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 36,796 36,796