2026-09-03T14:36:17-05:00 2025-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2025-01-01 922122140 PASCO L SCHIAVO MEMORIAL CHARITABLE FUND PASC 5708222065 137 COUNTRY CLUB LANE SUGARLOAF PA 18249 C DAVID PEDRI PRESIDENT & CEO 5708222065 2026-09-02 1 KERRI N BOGDA P00760402 7177404863 2026-09-02 2025 C DAVID PEDRI 137 COUNTRY CLUB LANE SUGARLOAF PA 18249 17402946 0 X WWW.LUZERNEFOUNDATION.ORG X 2023 PA TO MAKE DISTRIBUTIONS TO ORGANIZATIONS THAT PROMOTE EDUCATIONAL & OTHER HUMANITARIAN PROJECTS 7 5 0 7 0 0 6000000 16550458 0 0 513896 852488 0 0 6513896 17402946 847250 1029110 0 0 0 0 0 0 0 111504 165601 958754 1194711 5555142 16208235 20553791 40160997 0 0 20553791 40160997 X THE PASCO L. SCHIAVO MEMORIAL CHARITABLE FUND EXISTS TO MAKE DISTRIBUTIONS TO ORGANIZATIONS THAT QUALIFY AS EXEMPT UNDER THE INTERNAL REVENUE CODE. ITS PRIMARY PURPOSE IS TO SUPPORT EDUCATIONAL AND HUMANITARIAN PROJECTS WITHIN THE HAZLETON AREA COMMUNITY, DEFINED BY THE BOUNDARIES OF THE HAZLETON AREA SCHOOL DISTRICT AND THE WEATHERLY AREA SCHOOL DISTRICT. SECONDARILY, THE FUND MAY SUPPORT CHARITABLE PROJECTS BEYOND THOSE GEOGRAPHIC BOUNDARIES. 0 0 1029110 1029110 THE PASCO L. SCHIAVO MEMORIAL CHARITABLE FUND WAS FORMED FOR THE PURPOSE OF MAKING DISTRIBUTIONS TO ORGANIZATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS, SPECIFICALLY TO PROMOTE PRIMARILY EDUCATIONAL PROJECTS AND OTHER HUMANITARIAN PROJECTS IN AND THROUGHOUT THE HAZLETON AREA COMMUNITY, WHICH IS PRESENTLY DEMARCATED BY THE SCHOOL DISTRICT BORDERS OF THE HAZLETON AREA SCHOOL DISTRICT AND THE WEATHERLY AREA SCHOOL DISTRICT, AND SECONDARILY TO ANY OTHER CHARITABLE PROJECTS OUTSIDE OF THE BOUNDARIES OF THOSE TWO SCHOOL DISTRICTS. 1029110 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 5 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 PA X X C DAVID PEDRI PRESIDENT & CEO 5708222065 137 COUNTRY CLUB LANE SUGARLOAF PA 18249 C DAVID PEDRI PRESIDENT 0.10 45.00 X X 0 224604 42113 TARA MUGFORD WILSON VICE PRESIDENT 0.10 0.10 X X 0 0 0 LEE PIATT VICE PRESIDENT 0.10 0.00 X X 0 0 0 LINDA SCHIAVO VICE PRESIDENT TO 05/25 0.10 0.00 X X 0 0 0 PAUL OSWALD SECRETARY/TREASURER 0.10 40.00 X X 0 96568 25506 JOHN DOWD DIRECTOR 0.10 0.10 X 0 0 0 JACULIN SCARCELLA DIRECTOR 0.10 0.00 X 0 0 0 JAMES CLEMENTE DIRECTOR 0.10 0.00 X 0 0 0 0 321172 67619 0 0 1 0 0 10000 16540458 16550458 852488 852488 17402946 0 0 852488 1029110 1029110 3000 3000 151123 151123 FUND EXPENSE 11478 11478 1194711 1029110 165601 0 0 20553791 40160997 20553791 40160997 0 0 X 20553791 40160997 20553791 40160997 20553791 40160997 16208235 3398971 0 X 0 1 X 1 0 X X 1 THE LUZERNE FOUNDATION 232765498 7 1 268800 0 1 268800 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 PENN STATE HAZLETON 120 RIDGE VIEW DRIVE DUNMORE PA 18512 246000376 501(C)(3) 100000 0 EDUCATIONAL GREATER WYOMING VALLEY AREA YMCA 40 WEST NORTHAMPTON STREET WILKESBARRE PA 18701 240795638 501(C)(3) 100000 0 HEALTH & WELLNESS ALLONE CHARITIES 83 E UNION STREET WILKESBARRE PA 18701 473715226 501(C)(3) 100000 0 COMMUNITY DEVELOPMENT VYTAL PLANT SCIENCE RESEARCH 4811 JONESTOWN ROAD SUITE 220 HARRISBURG PA 17109 882294952 501(C)(3) 60000 0 EDUCATIONAL HAZLETON ART LEAGUE INC 31 W BROAD STREET HAZLETON PA 18201 236287263 501(C)(3) 50000 0 ARTS & CULTURE HAZLETON AREA SCHOOL DISTRICT 1515 WEST 23RD STREET HAZLE TWP PA 18202 211667968 501(C)(3) 50000 0 EDUCATIONAL FREELAND YMCA 600 FRONT STREET FREELAND PA 18224 240796037 501(C)(3) 99945 0 COMMUNITY DEVELOPMENT WEATHERLY AREA COMMUNITY LIBRARY PO BOX 141 WEATHERLY PA 18255 232770289 501(C)(3) 15000 0 EDUCATIONAL NORTHEASTERN PENNSYLVANIA INDUSTRIAL RESOURCE CENTER INC (NEPIRC) 75 YOUNG STREET - HANOVER INDUSTRIAL ESTATES HANOVER TWP PA 18706 232512293 501(C)(3) 20000 0 EDUCATIONAL WVIA 100 WVIA WAY PITTSTON PA 18640 231663603 501(C)(3) 10000 0 ARTS & CULTURE MEALS ON WHEELS GREATER HAZLETON INC 1058 PEACE STREET HAZLETON PA 18202 231888301 501(C)(3) 30000 0 FOOD/NUTRITION SPOOKY LOU S KITTY RESCUE INC 617 MAIN STREET FREELAND PA 18224 873493769 501(C)(3) 10000 0 ANIMAL RELATED BOROUGH OF MCADOO 23 N HANCOCK STREET MCADOO PA 18237 236002888 501(C)(3) 10000 0 CRIME RELATED MAUCH CHUNK HISTORICAL SOCIETY PO BOX 273 JIM THORPE PA 18229 237438215 501(C)(3) 10000 0 ARTS & CULTURE BRANDON'S FOREVER HOME FUND 187 N CHURCH ST HAZLETON PA 18201 471066145 501(C)(3) 17310 0 COMMUNITY DEVELOPMENT MOUNTAINTOP CHRISTIAN ACADEMY 209 S MOUNTAIN BLVD MOUNTAIN TOP PA 18707 020571966 501(C)(3) 10000 0 EDUCATIONAL UNIVERSAL SOUND GROUP 404 CHAMPION CIRCLE THROOP PA 18512 232765499 501(C)(3) 5995 0 EDUCATIONAL 17 0 PART I, LINE 2: WITH EACH GRANT REQUEST, PASCO J. SCHIAVO MEMORIAL CHARITABLE FUND EXERCISES ITS DUE DILIGENCE TO ENSURE COMPLIANCE WITH IRS STANDARDS. THE FUND 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 FUND WHEN THE PROJECT IS COMPLETED. THE RECIPIENTS ARE REQUIRED TO SUBMIT A NARRATIVE ON ACTIVITY RELATED TO THE GRANT. 0 0 0 0 0 0 0 0 0 C DAVID PEDRI PRESIDENT 0 199604 0 25000 0 0 0 0 0 42113 0 266717 0 0 PART I, LINE 3 THE PRESIDENT'S COMPENSATION IS DETERMINED BY A RELATED PARTY THAT USES A COMPENSATION STUDY AND APPROVAL BY THE BOARD TO DETERMINE REASONABLE COMPENSATION. FORM 990, PART VI, SECTION A, LINE 3 THE LUZERNE FOUNDATION (EIN 23-2765498), A RELATED ENTITY, PROVIDES MANAGEMENT SUPPORT TO THE FILING ORGANIZATION. 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, PASCO J. SCHIAVO MEMORIAL CHARITABLE FUND 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 C, LINE 19 A COPY OF THE 990, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE LUZERNE FOUNDATION 34 SOUTH RIVER STREET WILKESBARRER PA 18702 232765498 SUPPORT CHARITABLE AND EDUCATIONAL ACTIVITIES PA 501(C)(3) LINE 7 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0