2023-11-02T08:47:17-05:00 2022-12-31 390859910 BAKER TILLY US LLP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2022-01-01 232765498 THE LUZERNE FOUNDATION LUZE 5708222065 34 SOUTH RIVER STREET WILKESBARRE PA 18702 C DAVID PEDRI PRESIDENT & CEO 5708222065 2023-10-30 1 C DAVID PEDRI XXX-XX-XXXX 0 KERRI N BOGDA CPA P00760402 7177404863 2023-10-30 X 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z C DAVID PEDRI 34 SOUTH RIVER STREET WILKESBARRE PA 18702 42703063 0 X WWW.LUZFDN.ORG X 1994 PA RAISES CONTRIBUTIONS FROM THE COMMUNITY TO SUPPORT CHARITABLE AND EDUCATIONAL ACTIVITIES. 23 23 7 30 0 0 3552511 19422420 0 0 1326704 1558850 -4768 -8309 4874447 20972961 2143406 3509160 0 0 550986 588690 0 0 1359392 535047 1610796 3229439 5708646 1645008 15264315 54069424 61439723 11391262 11233048 42678162 50206675 X THE LUZERNE FOUNDATION (THE FOUNDATION) IS A COMMUNITY FOUNDATION RECOGNIZED AS A PENNSYLVANIA NON-PROFIT, NON-STOCK CORPORATION THAT HAS BEEN RECOGNIZED BY THE IRS AS A TAX-EXEMPT PUBLIC CHARITY, BY REASON OF BEING AN ORGANIZATION THAT EXISTS TO MAKE OUR REGION A BETTER PLACE TO LIVE, WORK, AND PLAY. THROUGH THE GENEROSITY OF OUR DONORS, THE FOUNDATION SUPPORTS SEVEN KEY AREAS THAT TOGETHER CONSTITUTE A HEALTHY AND SUSTAINABLE COMMUNITY INCLUDING SOCIAL SERVICES, EDUCATION AND SCHOLARSHIP, ARTS AND CULTURE, NEIGHBORHOODS AND COMMUNITY DEVELOPMENT, YOUTH ISSUES, HISTORIC PRESERVATION AND THE ENVIRONMENT, AND HEALTH AND WELLNESS. THE LUZERNE FOUNDATION IS PRIVILEGED TO FACILITATE THE PHILANTHROPY OF VERY SPECIAL PEOPLE WHO UNDERSTAND THAT QUALITY OF LIFE REQUIRES "GIVING BACK" SO OTHERS MIGHT REALIZE THE BEAUTY OF OUR AREA, HAVE ACCESS TO THE ARTS, EDUCATION, HEALTHCARE, AND ENJOY SAFE NEIGHBORHOODS. 0 0 3673528 3509160 THE LUZERNE FOUNDATION IS A COMMUNITY FOUNDATION SERVING ALL OF LUZERNE COUNTY, PENNSYLVANIA. WE PROMOTE PHILANTHROPY AND SERVE AS STEWARDS OF THE RESOURCES OUR DONORS INVEST THROUGH US TO SUPPORT THE COMMUNITY PROGRAMS THEY FUND. WE CREATE AND MANAGE FUNDS THROUGH PHILANTHROPIC SUPPORT BY AREA DONORS THAT MEET EMERGING COMMUNITY NEEDS AND WILL CONTINUE TO ADDRESS THOSE NEEDS THROUGH FUTURE GENERATIONS. THE LUZERNE FOUNDATION'S MISSION IS TO ENHANCE THE LIVES OF LUZERNE COUNTY RESIDENTS BY EVALUATING AND ADDRESSING COMMUNITY NEEDS THROUGH STRATEGIC GRANTMAKING, PROMOTING RESPONSIBLE PHILANTHROPY, AND CONNECTING DONORS TO CAUSES THAT MATTER TO THEM. TO FULFILL OUR MISSION, WE... ENCOURAGE DONORS TO MAKE EFFECTIVE CHARITABLE DECISIONS THROUGH OUR DONOR-CENTRIC APPROACH TO PHILANTHROPY.GROW THE FOUNDATION'S UNRESTRICTED ASSETS TO PROVIDE FOR DIVERSE COMMUNITY NEEDS FOR FUTURE GENERATIONS. LISTEN TO THE NEEDS OF OUR DONORS, NONPROFITS, AND OUR COMMUNITY AS A WHOLE. COLLABORATE TO SUPPORT CREATIVE SOLUTIONS TO BUILD CAPACITY IN OUR NONPROFITS AND WORK CLOSELY WITH PROFESSIONAL ADVISORS, OTHER NONPROFITS, AND COMMUNITY LEADERS. SUPPORTING KEY COMMUNITY AREASTHROUGH AN INCLUSIVE STRATEGIC INITIATIVE, WE IDENTIFIED SEVEN SPECIFIC AREAS OF SUPPORT THAT OUR COMMUNITY FOUNDATION IS FOCUSED ON TO MEET AND IMPROVE OUR MISSION OF ENSURING A HEALTHY AND SUSTAINABLE COMMUNITY. THOSE SEVEN CRITICAL AREAS OF CONCENTRATION INCLUDE SOCIAL SERVICES, EDUCATION AND SCHOLARSHIPS, ARTS AND CULTURE, NEIGHBORHOODS AND COMMUNITY DEVELOPMENT, YOUTH ISSUES, HISTORIC PRESERVATION AND THE ENVIRONMENT, AND HEALTH AND WELLNESS. WE ACCOMPLISH THIS MISSION BY ASSISTING DONORS OF ALL SIZES TO CREATE AND ENDOW VARIOUS FUNDS. THESE FUND TYPES INCLUDE UNRESTRICTED, DONOR-ADVISED, FIELD OF INTEREST, DESIGNATED, SCHOLARSHIP, AND ORGANIZATIONAL ENDOWMENTS. BY WORKING WITH INDIVIDUALS, FAMILIES, COMPANIES, NONPROFITS, PROFESSIONAL ADVISORS, AND OTHER FOUNDATIONS, WE CONVEY INFORMATION ABOUT EXISTING FUNDS AND LOCAL NONPROFITS AND PROVIDE OPTIONS FOR DONORS. WE OFFER A FLEXIBLE FUND MODEL THAT CREATES CUSTOMIZED OPTIONS FOR EACH DONOR'S CHARITABLE INTENTIONS.SCHEDULE I LISTS GRANTS AWARDED DURING THE CURRENT YEAR. EDUCATION AND RESOURCESWE BELIEVE EDUCATION IS A KEY TO GROWING PHILANTHROPY IN OUR COMMUNITIES AND CONTINUED SUPPORT OF OUR COMMUNITY FOUNDATION. WE PROVIDE EDUCATIONAL SEMINARS TO ASSIST CURRENT AND POTENTIAL DONORS IN UNDERSTANDING AND APPLYING THE BENEFITS OF DONATIONS THROUGH OUR ORGANIZATION AND IN MATCHING THEIR INTERESTS TO THE NEEDS OF OUR COMMUNITY. WE CONVEY THE LATEST AND MOST IMPORTANT INFORMATION ABOUT TRENDS AND LEGISLATION TO INTERESTED INDIVIDUALS AND ORGANIZATIONS. THROUGH OUR COLLABORATION WITH THE NONPROFIT & COMMUNITY ASSISTANCE CENTER (NCAC) AND THE NORTHEASTERN PENNSYLVANIA CHAPTER OF THE ASSOCIATION OF FUNDRAISING PROFESSIONALS (AFP), WE HAVE ACCESS TO AND PROVIDE DISSEMINATION OF THE RECOMMENDATIONS AND BEST PRACTICES IN THE INDUSTRY. ADDITIONALLY, WE HAVE KNOWLEDGEABLE AND PROFESSIONAL STAFF WHO ARE ABLE AND WILLING TO PROVIDE PHILANTHROPIC ASSISTANCE AND GUIDANCE TO INDIVIDUALS AND ORGANIZATIONS IN OUR AREA. OUR STAFF'S TRAINING AND REGIONAL AND NATIONAL RESOURCES ARE AVAILABLE TO ENSURE THE MOST HELPFUL INFORMATION IS AT HAND. CONVERSATIONS AND COLLABORATIONSA KEY ELEMENT TO ACCOMPLISHING THE MISSION OF THE LUZERNE FOUNDATION IS COLLABORATION TO SUPPORT CREATIVE SOLUTIONS TO BUILD CAPACITY IN OUR NONPROFITS AND WORK CLOSELY WITH PROFESSIONAL ADVISORS, OTHER NONPROFITS, AND COMMUNITY LEADERS. OUR FOUNDATION HAS A PROUD HISTORY OF FUNCTIONING AS A CATALYST TO CONVENE DIVERSE GROUPS IN IDENTIFYING AND MEETING COMMUNITY NEEDS THROUGH DIRECTED GIVING. OUR FOCUS ON ENCOURAGING DONORS TO MAKE EFFECTIVE CHARITABLE DECISIONS THROUGH OUR DONOR-CENTRIC APPROACH TO PHILANTHROPY, COMBINED WITH OUR ABILITY TO LISTEN TO THE NEEDS OF DONORS, NONPROFITS, AND COMMUNITY LEADERS AND SUPPORTERS, LEVERAGES THOSE CONVERSATIONS AND PARTNERSHIPS FOR COMMUNITY BETTERMENT. HERE FOR GOOD WE ARE "HERE FOR GOOD." THE LUZERNE FOUNDATION, ESTABLISHED IN 1994, HELPS PEOPLE CREATE FUNDS TO DO GOOD FOR TODAY AND GOOD THAT LASTS FOR TOMORROW. THE LUZERNE FOUNDATION MANAGES OVER 400 FUNDS, OF WHICH NO TWO ARE EXACTLY ALIKE. THE FOUNDATION HAS DISTRIBUTED MORE THAN $179M IN GRANTS SINCE ITS INCEPTION TO MEET COMMUNITY CHALLENGES LOCALLY AND GLOBALLY. WITH OVER $60 MILLION IN ASSETS, THE FOUNDATION IS A POSITIVE FORCE FOR GOOD IN OUR COMMUNITIES. WE MAKE IT EASY FOR DONORS TO FIND INFORMATION ABOUT LOCAL NONPROFITS THAT ALIGN WITH CHARITABLE GIVING GOALS AND SUPPLY INFORMATION ABOUT STARTING THEIR FUND WITHIN THE FOUNDATION. WE ARE HERE FOR GOOD TO GROW THE FOUNDATION'S UNRESTRICTED ASSETS TO PROVIDE FOR DIVERSE COMMUNITY NEEDS FOR GENERATIONS TO COME. 3673528 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 11 0 7 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 23 23 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 PA CA FL IL MD MA NC NJ NY VA X X C DAVID PEDRI PRESIDENT CEO 5708222065 34 SOUTH RIVER STREET WILKESBARRE PA 18702 X TARA MUGFORD WILSON BOARD CHIARPERSON 0.10 X X 0 0 0 JOHN DOWD IMMEDIATE PAST CHAIR 0.10 X X 0 0 0 THOMAS MACNEELY VICE CHAIRMAN 0.10 X X 0 0 0 ROBERT GILL TREASURER 0.10 X X 0 0 0 ROB NEHER SECRETARY 0.10 X X 0 0 0 JACKIE BROZENA DIRECTOR 0.10 X 0 0 0 JOHN LOYACK DIRECTOR 0.10 X 0 0 0 LAUREN ALLEN DIRECTOR 0.10 X 0 0 0 DEBBIE EASTWOOD DIRECTOR 0.10 X 0 0 0 JAMIE FLACK DIRECTOR 0.10 X 0 0 0 DAVID HOURIGAN DIRECTOR 0.10 X 0 0 0 MARY HIRTHLER DIRECTOR 0.10 X 0 0 0 MALORIE MCLAUGHLIN DIRECTOR 0.10 X 0 0 0 BRIAN STAHL DIRECTOR 0.10 X 0 0 0 LAYNE CROTHERS DIRECTOR 0.10 X 0 0 0 ALEXANDER SLOOT DIRECTOR 0.10 X 0 0 0 MADHAN SRINIVASAN DIRECTOR 0.10 X 0 0 0 KEVIN WALSH DIRECTOR 0.10 X 0 0 0 MEGAN KENNEDY DIRECTOR 0.10 X 0 0 0 WILL BEEKMAN DIRECTOR 0.10 X 0 0 0 MAUREEN METZ DIRECTOR 0.10 X 0 0 0 LOGSDON REYNA DIRECTOR 0.10 X 0 0 0 GREG WEAVER DIRECTOR 0.10 X 0 0 0 ROBERT KORJESKI CHIEF FINANCIAL OFFICER 3.00 X 6900 0 0 C DAVID PEDRI PRESIDENT AND CEO 45.00 X 195170 0 37962 202070 0 37962 1 0 1 0 0 26660 70622 19325138 5890709 19422420 1099140 1099140 22162932 21703222 459710 459710 459710 11440 26660 26880 -15440 -15440 OFFICE ADMIN REVENUE 900099 7131 7131 7131 20972961 0 0 1550541 3505660 3505660 3500 3500 224032 46626 53526 123880 285123 93026 163591 28506 5292 1868 3424 39115 13189 23733 2193 35128 9659 14820 10649 8472 8472 29810 29810 172772 172772 1800 1800 23473 23473 36268 36268 34747 34747 18039 18039 8299 8299 18767 18767 19003 19003 19000 19000 SPECIAL ACTIVITIES EXP 1194164 1194164 MISCELLANEOUS EXPENSE 13998 13998 DUES & SUBSCRIPTIONS 10984 10984 ADVANCEMENT & DEVELOP. 1200 1200 5708646 3673528 675726 1359392 100 100 2628504 1801472 2152292 2028805 746349 114554 650798 631795 48637730 51179745 5797806 54069424 61439723 70622 11320640 11233048 11391262 11233048 X 41378745 49000222 1299417 1206453 42678162 50206675 54069424 61439723 X 15264315 -7627548 -92964 X 0 1 X 1 0 X 17074218 16756109 2736469 3552511 19422420 59541727 17074218 16756109 2736469 3552511 19422420 59541727 25573526 33968201 628967 686207 709039 701531 1099140 3824884 10988 10760 11003 7131 39882 63406493 0.53570 0.29790 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2019 AMOUNT: $ 61. OFFICE ADMIN REVENUE - 2019 AMOUNT: $ 10,927. 2020 AMOUNT: $ 10,760. 2021 AMOUNT: $ 11,003. 2022 AMOUNT: $ 7,131. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 94 299 2217053 11546185 1612118 1893542 17721675 35259642 1 1 1 2312226 67141 554166 1825201 0 48637730 11382019 -6077736 2059212 703050 51179751 42909958 1764555 6379254 1841643 574394 48637730 38121667 2060363 4666257 1471059 467270 42909958 29340478 2829577 7505953 1094328 460013 38121667 31780789 1164804 -1531385 1619971 453759 29340478 0.40000 0.60000 0.00000 0 0 31000 31000 682086 81291 600795 33263 33263 0 631795 INVESTMENT IN REAL ESTATE 5797806 F 5797806 UNITRUST 783980 FUNDS HELD AS AGENCY ENDOWMENT 10449068 11233048 X 13106557 -7627548 -265736 -7893284 20999841 -26880 -26880 20972961 5578044 26880 26880 5551164 172772 172772 5723936 PART IV, LINE 1B: ACCORDING TO PENNSYLVANIA NONPROFIT CODE 15 PA. C.S. 5547(A), COMMUNITY FOUNDATIONS MAY TAKE AND HOLD TRUST FUNDS AS NORMAL RELATED ACTIVITY. OUR BOARD OF DIRECTORS, AS TRUSTEES OF SUCH PROPERTY, ARE HELD TO THE SAME DEGREE OF RESPONSIBILITY AND ACCOUNTABILITY AS IF NOT INCORPORATED, UNLESS A LESSER DEGREE, PARTICULAR DEGREE OF RESPONSIBILITY AND/OR ACCOUNTABILITY IS PRESCRIBED IN THE TRUST INSTRUMENT, OR UNLESS THE BOARD OF DIRECTORS OR SUCH OTHER BODY REMAIN UNDER THE CONTROL OF THE MEMBERS OF THE CORPORATION OR THIRD PERSONS WHO RETAIN THE RIGHT TO DIRECT, AND DO DIRECT, THE ACTIONS OF THE BOARD OR OTHER BODY AS TO THE USE OF THE TRUST PROPERTY FROM TIME TO TIME. PART V, LINE 4: ENDOWMENT FUNDS ARE INTENDED TO LAST INTO PERPETUITY. TO PRESERVE THE DONOR'S ORIGINAL INVESTMENT, THE LUZERNE FOUNDATION RECOMMENDS THAT 4.25% OF A ROLLING 16 QUARTER AVERAGE BE USED AS THE RULE OF THUMB FOR INCOME THAT IS AVAILABLE FOR DISTRIBUTION ANNUALLY. ENDOWMENT FUNDS MAY FUNCTION AS ORGANIZATIONAL, DESIGNATED, DONOR ADVISED, SCHOLARSHIP AND FIELD OF INTEREST. PART X, LINE 2: THE FOUNDATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES BY PRESCRIBING A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD HAS BEEN MET. MANAGEMENT DETERMINED THAT THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD IN 2022 AND 2021. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF REMAINDER TRUST -92,964. INVESTMENT FEES -172,772. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES -26,880. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 26,880. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES 172,772. ANNUAL GOLF TOURNAMENT 38100 26660 11440 15270 1931 9679 38100 26660 11440 15270 1931 9679 26880 -15440 1 AMERICAN HEART AMERICAN STROKE ASSOCIATION PO BOX 840692 DALLAS TX 752840692 135613797 501(C)(3) 10000 0 DISEASE/DISORDER AMERICAN RED CROSS-NORTHEASTERN PENNSYLVANIA CHAPTER 256 NORTH SHERMAN STREET WILKESBARRE PA 18702 530196605 501(C)(3) 10700 0 DISASTER RELIEF ALLONE CHARITIES 83 E UNION STREET WILKESBARRE PA 18701 473715226 501(C)(3) 16250 0 FOOD/NUTRITION BACK MOUNTAIN RECREATION INC P O BOX 244 LEHMAN PA 18627 232986991 501(C)(3) 50000 0 COMMUNITY DEVELOPMENT BEHAVIORAL HEALTH ASSOCIATES 413 BRIDGE STREET WEISSPORT PA 18235 743038926 501(C)(3) 5500 0 EDUCATIONAL BOROUGH OF BEAR CREEK VILLAGE PO BOX 332 BEAR CREEK PA 18602 232741923 12350 0 COMMUNITY DEVELOPMENT BRIGHTER JOURNEYS 150 MUNDY STREET WILKESBARRE PA 18702 812026472 501(C)(3) 5316 0 HEALTH & WELLNESS BOROUGH OF WEATHERLY 61 WEST MAIN STREET WEATHERLY PA 18255 231708421 10000 0 COMMUNITY DEVELOPMENT COMMUNITY ASSISTANCE PROJECTS PO BOX 15796 WILMINGTON DE 198865796 232765498 21018 0 SOCIAL SERVICES MILES FOR MICHAEL FAMILY ASSISTANCE PROJECT PO BOX 15796 WILMINGTON DE 198865796 232765498 37427 0 SOCIAL SERVICES CAN DO COMMUNITY FOUNDATION 1 SOUTH CHURCH ST HAZLETON PA 18201 251698583 501(C)(3) 17500 0 ARTS AND CULTURE CAMP FREEDOM 2750 LIMESTONE STREET COPLAY PA 18037 814662848 501(C)(3) 10000 0 SOCIAL SERVICES CANDY'S PLACE 190 WELLES STREET SUITE 166 FORTY FORT PA 18704 232973385 501(C)(3) 11750 0 DISEASE/DISORDER COMMISSION ON ECONOMIC OPPORTUNITY OF LUZERNE COUNTY 165 AMBER LANE WILKESBARRE PA 18702 231653093 501(C)(3) 13081 0 SOCIAL SERVICES DIAMOND CITY PARTNERSHIP INC TWO PUBLIC SQUARE 4 PUBLIC SQUARE WILKESBARRE PA 18701 233094874 501(C)(3) 5900 0 COMMUITY DEVELOPMENT DINNERS FOR KIDS INC 84 S WYOMING AVE EDWARDSVILLE PA 18704 821028939 501(C)(3) 9547 0 FOOD/NUTRITION DIOCESE OF SCRANTON 300 WYOMING AVENUE SCRANTON PA 18503 240798640 501(C)(3) 14100 0 EDUCATIONAL CATHOLIC SOCIAL 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232286365 501(C)(3) 5700 0 SOCIAL SERVICES WYOMING VALLEY CATHOLIC YOUTH CENTER 36 SOUTH WASHINGTON STREET WILKESBARRE PA 18701 237227221 501(C)(3) 22603 0 HEALTH & WELLNESS WYOMING VALLEY CHILDREN'S ASSOCIATION 1133 WYOMING AVENUE FORTY FORT PA 18704 240795510 501(C)(3) 21975 0 EDUCATIONAL TEMPLE ISRAEL 613 SJ STRAUSS LANE SUITE 200 KINGSTON PA 18704 240796029 501(C)(3) 11500 0 FAITH BASED THE LANDS AT HILLSIDE FARMS 65 HILLSIDE ROAD SHAVERTOWN PA 18708 202975553 501(C)(3) 6065 0 EDUCATIONAL THE OSTERHOUT FREE LIBRARY 71 SOUTH FRANKLIN STREET WILKESBARRE PA 18701 240795971 501(C)(3) 95411 0 EDUCATIONAL THINKBIG PEDIATRIC CANCER FUND INC 530 MONTOUR BLVD SUITE B BLOOMSBURG PA 17815 471955469 501(C)(3) 12500 0 DISEASE/DISORDER UNITED CHARITIES INC 107 W MADISON AVENUE WEST HAZLETON PA 18202 240795493 501(C)(3) 8750 0 YOUTH DEVELOPMENT VALLEY EAST LITTLE LEAGUE PO BOX 65 ST JOHNS PA 18247 232238381 501(C)(3) 25000 0 CRIME RELATED VICTIMS RESOURCE CENTER 360 EAST END CENTRE WILKESBARRE PA 18701 231973148 501(C)(3) 11000 0 HOUSING/SHELTER VISION CENTER FOR SPIRITUAL LIVING 4780 MISSION GORGE PLACE SUITE H SAN DIEGO CA 92120 208477763 501(C)(3) 25483 0 FAITH BASED VOLUNTEERS OF AMERICA OF PENNSYLVANIA INC 25 NORTH RIVER STREET WILKESBARRE PA 18702 522145785 501(C)(3) 12400 0 SOCIAL SERVICES WEATHERLY AREA COMMUNITY LIBRARY PO BOX 141 WEATHERLY PA 18255 232770289 501(C)(3) 10900 0 EDUCATIONAL WEATHERLY AREA SCHOOL DISTRICT 602 6TH STREET WEATHERLY PA 18255 231655388 10000 0 EDUCATIONAL WEST HAZLETON ELEMENTARYMIDDLE SCHOOL PTA 325 NORTH STREET WEST HAZLETON PA 18202 232980330 501(C)(3) 10000 0 EDUCATIONAL WILKES-BARRE AREA SCHOOL DISTRICT 730 SOUTH MAIN STREET WILKESBARRE PA 18711 231744259 12000 0 EDUCATIONAL WILLOW FOUNDATION 100 SOUTH WYOMING STREET HAZLETON PA 18201 861955418 501(C)(3) 8500 0 SOCIAL SERVICES WVIA 100 WVIA WAY PITTSTON PA 18640 231663603 501(C)(3) 5350 0 ARTS AND CULTURAL WYOMING COUNTY SPECIAL NEEDS ASSOCIATION 636 SR 29N TUCKHANNOCK PA 18657 237209851 501(C)(3) 11325 0 HEALTH AND WELLNESS CASA OF LUZERNE COUNTY 667 NORTH RIVER STREET PLAINS PA 18705 462279058 501(C)(3) 12000 0 EDUCATIONAL 104 3 SCHOLARSHIP EXPENSES 6 3500 PART I, LINE 2: WITH EACH GRANT REQUEST, THE LUZERNE FOUNDATION EXERCISES ITS DUE DILIGENCE TO ENSURE COMPLIANCE WITH IRS STANDARDS. THE FOUNDATION REQUESTS AN IRS DETERMINATION LETTER REGARDING EXEMPT STATUS. EACH NONPROFIT ORGANIZATION'S 501(C)(3) STATUS AND EIN ARE VERIFIED THROUGH THE USE OF GUIDESTAR AND CHARITY CHECK, ONLINE RESOURCES SUITED FOR THAT PURPOSE. ADDITIONAL RESEARCH IS DONE VIA THE RECIPIENT ORGANIZATION'S WEBSITE OR VIA DIRECT CONTACT WITH THE EXECUTIVE DIRECTOR OR CEO OF THE ORGANIZATION. THE GOAL IS TO OBTAIN INFORMATION RELATING TO MISSION AND PURPOSE SO THAT WE ASCERTAIN THAT EACH DONOR'S CHARITABLE INTENT IS BEING UPHELD. IN ADDITION, GRANT RECIPIENTS WHO RECEIVE GRANTS FROM THE UNRESTRICTED FUND ARE PROVIDED WITH A GRANT REPORTING FORM THAT IS REQUIRED TO BE RETURNED TO THE FOUNDATION WHEN THE PROJECT IS COMPLETED. THE RECIPIENTS ARE REQUIRED TO SUBMIT A NARRATIVE ON ACTIVITY RELATED TO THE GRANT. THE GRANTEES WHO RECEIVE GRANTS FROM DONOR ADVISED FUNDS ARE PROVIDED WITH A MORE TAILORED GRANT REPORTING FORM AND ARE ALSO REQUIRED TO PROVIDE NARRATIVES RELATING TO THE PROGRESS AND ACTIVITY RELATED TO THE GRANT. THE REPORTS ARE REVIEWED BY THE FOUNDATION. FOUNDATION STAFF FOLLOW UP IF THERE ARE QUESTIONS OR ISSUES IDENTIFIED DURING THE REVIEW PROCESS. SCHOLARSHIPS: TO DETERMINE SCHOLARSHIPS, MULTIPLE PROCESSES ARE USED. EITHER COMMITTEES ARE FORMED OR THE SCHOOL APPOINTS REPRESENTATIVES TO SELECT QUALIFIED STUDENT USING A FAIR AND OBJECTIVE PROCESS. X X 0 0 0 0 0 0 0 1 0 C DAVID PEDRI PRESIDENT AND CEO 174545 0 20625 0 0 0 5236 0 32726 0 233132 0 0 0 PART I, LINE 7 THE LUZERNE FOUNDATION'S EXECUTIVE COMMITTEE, LED BY THE TLF CHAIRMAN OF THE BOARD, CONDUCTS AN ANNUAL REVIEW OF THE PRESIDENT & CEO. THE PROCESS IS INITIATED BY THE PRESIDENT AND CEO WHO PROVIDES A MONTH-BY-MONTH OVERVIEW OF HIS/HER ACCOMPLISHMENTS THROUGHOUT THE YEAR WHICH ARE THEN EVALUATED AGAINST THE OBJECTIVES IN OUR STRATEGIC PLAN. THE EXECUTIVE COMMITTEE USES THE FOLLOWING PERFORMANCE METRICS: GOALS, PROGRAMMING, LEADERSHIP, VISION, STAFF RETENTION, OVERALL MANAGEMENT AND DEVELOPMENT. ADDITIONAL RESOURCES INCLUDE THE GRANTMAKER AND SALARY AND BENEFITS REPORT PROVIDED BY THE COUNCIL ON FOUNDATION IN WASHINGTON, DC. THE RESULTS OF THE COMMITTEE'S EVALUATION ARE COMPILED AND GROUP DISCUSSION ENSUES TO DETERMINE THE BONUS AMOUNT. X 6 290709 NYSE X 1 5600000 APPRIASAL 1 0 1 0 PART I, COLUMN (B): COLUMN B REPRESENT THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE, WHICH IS COMPRISED OF THE BOARD CHAIRPERSON, VICE-CHAIRPERSON, SECRETARY, TREASURER, THREE SELECTED BOARD MEMBERS AND ONE BOARD MEMBER EMERITUS, DEALS WITH CONFIDENTIAL MATTERS SUCH AS SETTING THE PRESIDENT/CEO'S SALARY AND HIS ANNUAL REVIEW. THE EXECUTIVE COMMITTEE ALSO CONDUCTS THE BUDGET REVIEW BEFORE IT IS RATIFIED BY THE FULL BOARD. FORM 990, PART VI, SECTION A, LINE 2 FRANK BEVEVINO AND GREG WEAVER HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE PRESIDENT AND CEO, CFO, AND THE EXECUTIVE COMMITTEE REVIEW THE FULL FORM 990 IN ITS ENTIRETY PRIOR TO FILING. A PUBLIC INSPECTION COPY IS THEN IS PROVIDED TO THE FULL BOARD OF DIRECTORS FOR REVIEW. ONCE THE FULL BOARD HAS HAD ACCESS TO THE RETURN, THE FORM 990 IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, THE LUZERNE FOUNDATION DISTRIBUTES CONFLICT OF INTEREST FORMS TO THE BOARD OF DIRECTORS SO THAT THE INFORMATION HELD ON FILE IS CURRENT. THE CONFLICT OF INTEREST POLICY EXPLICITLY MENTIONS THAT FAMILY AND BUSINESS RELATIONSHIPS MAY BE A SOURCE OF CONFLICT. EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH BOARD-DELEGATED POWERS IS REQUIRED TO SIGN A STATEMENT WHICH AFFIRMS THAT THEY HAVE RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY; HAVE READ AND UNDERSTAND THE POLICY; HAVE AGREED TO COMPLY WITH THE POLICY; UNDERSTAND THE DUTY OF EACH OFFICER OR DIRECTOR TO MAINTAIN AND PRESERVE THE CONFIDENTIALITY OF BOARD AND COMMITTEE DISCUSSIONS AND PROTECT PRIVACY AT ALL TIMES; AND UNDERSTAND THAT THE CORPORATION IS A CHARITABLE ORGANIZATION AND THAT TO MAINTAIN ITS TAX-EXEMPT STATUS IT MUST ENGAGE PRIMARLY IN ACTIVITIES THAT ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. THESE FORMS ARE REVIEWED BY THE AUDIT AND GOVERNANCE COMMITTEES. ANY CONFLICT OF INTEREST THAT IS IDENTIFIED IS REVIEWED AT THE BOARD OF DIRECTORS MEETING ON A CASE-BY-CASE BASIS AND IS DOCUMENTED IN THE BOARD MEETING MINUTES. SHOULD A CONFLICT ARISE, THE CONFLICTED PERSON MAY MAKE A PRESENTATION TO THE BOARD, BUT THEN MUST LEAVE THE MEETING DURING DELIBERATIONS. ALTERNATIVE TRANSACTIONS MAY BE INVESTIGATED. IF A MORE ADVANTAGEOUS TRANSACTION CANNOT BE FOUND, THE BOARD, COMPOSED OF ONLY DISINTERESTED PEOPLE, MAY DECIDE WHETHER THE TRANSACTION IS IN THE BEST INTEREST OF THE ORGANIZATION AND REACH A DECISION BASED UPON THOSE STANDARDS. FORM 990, PART VI, SECTION B, LINE 15A ANNUAL COMPENSATION REVIEWS ARE CONDUCTED BY THE PRESIDENT AND CEO, DIRECTOR OF OPERATIONS, AND ADMINSTRATIVE SUPPORT STAFF. IN ADDITION, THE PRESIDENT AND CEO AND THE DIRECTOR OF OPERATIONS ARE ALSO REVIEWED ANNUALLY. AS A MATTER OF PRACTICE, THE FOUNDATION'S EXECUTIVE COMMITTEE SETS THE PRESIDENT'S SALARY AND BENEFITS. THE PRESIDENT AND CEO THEN SET THE SUPPORT STAFF'S SALARY AND BENEFITS. IN ADVANCE OF THE PRESIDENT AND CEO REVIEW, THE EXECUTIVE COMMITTEE RECEIVES A COMPREHENSIVE CEO REVIEW FORM THAT SURVEYS SEVEN KEY AREAS OF PERFORMANCE: BOARD RELATIONS, STAFF PLANNING AND OVERSIGHT, PUBLIC RELATIONS AND FOUNDATION DEVELOPMENT, GRANTS MANAGEMENT, FISCAL MANAGEMENT, PERSONAL CHARACTERISTICS, AND INSTITUTIONAL VISION. EACH EXECUTIVE COMMITTEE MEMBER RATES THE CANDIDATE ON A SCALE OF CONSISTENTLY EXCELLENT TO BELOW EXPECTATIONS, AND IS ENCOURAGED TO PROVIDE ADDITIONAL FEEDBACK IN THE COMMENTS SECTION OF THE REVIEW FORM. IN ADDITION, GENERAL OBSERVATION QUESTIONS ARE POSED TO SOLICIT FEEDBACK AND PROPOSED NEW IDEAS FOR THE FUTURE. THE INFORMATION OBTAINED ON THE FORMS IS COMPILED AND DISCUSSED AMONG THE EXECUTIVE COMMITTEE MEMBERS, AND IS DOCUMENTED IN THE MINUTES. ONCE A COLLECTIVE DECISION IS REACHED BY THE EXECUTIVE COMMITTEE, THE CHAIRMAN OF THE EXECUTIVE COMMITTEE REPORTS AND DISCUSSES THE OUTCOME WITH THE PRESIDENT AND CEO. TO ASSIST IN THE DETERMINATION OF THE CEO'S COMPENSATION PACKAGE, ADDITIONAL MATERIALS AND HANDOUTS ARE PROVIDED THROUGH THE COUNCIL ON FOUNDATIONS, (A RESOURCE FOR COMMUNITY FOUNDATIONS AND PHILANTHROPIC ENTITIES). THESE HANDOUTS INCLUDE COMPARABLE SALARIES FOR OTHER COMMUNITY FOUNDATIONS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. IN ADDITION, A STATEMENT OF FINANCIAL POSITION IS MADE AVAILABLE IN THE ANNUAL "COMMUNITY GUIDE" OF THE FOUNDATION. THE 990 IS AVAILABLE TO THE PUBLIC ON THE FOUNDATION'S WEBSITE OR UPON REQUEST. DISCLOSURE REGARDING FEES PAID TO THE CHIEF FINANCIAL OFFICER: ROBERT KORJESKI, CPA, IS THE CHIEF FINANCIAL OFFICER OF THE ORGANIZATION. HE DOES NOT HAVE BOARD VOTING PRIVILEGES. FOR FORM 990 REPORTING PURPOSES, HE HAS BEEN IDENTIFIED AS AN OFFICER ON PART VII OF THIS FORM 990. FEES FOR SERVICES PROVIDED BY MR. KORJESKI TO THE LUZERNE FOUNDATION ARE PAID TO A CORPORATION OF WHICH MR. KORJESKI IS THE 100% STOCKHOLDER. FEES PAID FOR THESE SERVICES WERE $6,900 FOR THE 2022 YEAR. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF REMAINDER TRUST -92,964. TLF REALTY HOLDINGS LLC 34 S RIVER STREET WILKES BARRE PA 187022406 884411931 REAL ESTATE HOLDINGS PA 0 0 THE LUZERNE FOUNDATION CHARITABLE REMAINDER UNITRUSTS (3) INVESTMENTS PA N/A T 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0