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Nonprofit · EIN 23-2765498

THE LUZERNE FOUNDATION

Tax-exempt · WILKES BARRE, PA 18702

Financials

$7.1M$6.2M2023$7.4M$6.5M2024$9.2M$7.6M2025
Revenue Expenses · by fiscal year end
Financials of THE LUZERNE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$9,194,729$7,615,602$1,579,127$83,323,998$13,198,007$70,125,991
December 31, 2024990$7,444,003$6,543,999$900,004$74,484,995$11,516,745$62,968,250
December 31, 2023990$7,103,977$6,208,645$895,332$67,693,225$10,773,352$56,919,873
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$6,180,719
Program service revenue
$0
Investment income
$1,826,396
Net rental income
$263,383
Net gain from sales of assets
$581,335
Net income from fundraising events
-$66,040
Other revenue
$1,187,614

Expenses

Grants and similar amounts paid
$4,294,872
Compensation of officers, directors and key employees
$403,141
Other salaries and wages
$378,316
Salaries, compensation and benefits (total)
$869,982
Professional fundraising fees
$0
Legal fees
$5,255
Accounting fees
$40,835
Occupancy
$49,786
Travel
$4,900
Depreciation
$18,557
Program services (functional)
$4,598,402
Management and general (functional)
$1,733,548
Fundraising (functional)
$1,283,652

Balance sheet and other

Total assets, start of year
$74,484,995
Total assets, end of year
$83,323,998
Total liabilities, end of year
$13,198,007
Net assets, end of year
$70,125,991
Land, buildings and equipment
$575,233
Publicly traded securities
$70,758,731
Net assets without donor restrictions
$68,412,962
Net assets with donor restrictions
$1,713,029
Gross receipts
$47,714,976
Employees
13
Volunteers
30
Year formed
1994
State of legal domicile
PA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
C DAVID PEDRI ESQPRESIDENT AND CEO
Officer
45$224,604$42,113
PAUL J OSWALDCHIEF OPERATING OFFICER
Officer
45$96,568$25,506
ROBERT KORJESKICHIEF FINANCIAL OFFICER
Officer
3$14,350$0
THOMAS MACNEELYBOARD CHAIRMAN AS OF 07/25
Trustee or director, Officer
0.1$0$0
TARA MUGFORD WILSONIMMEDIATE PAST CHAIR AS OF 07/25
Trustee or director, Officer
0.1$0$0
GREG WEAVERVICE CHAIRMAN AS OF 07/25
Trustee or director, Officer
0.1$0$0
ROBERT GILLTREASURER
Trustee or director, Officer
0.1$0$0
ROB NEHERSECRETARY TO 06/25
Trustee or director, Officer
0.1$0$0
MARY HIRTHLERSECRETARY AS OF 07/25
Trustee or director, Officer
0.1$0$0
SHAWN CASEYDIRECTOR
Trustee or director
0.1$0$0
MARGARET MEG CRAMTONDIRECTOR
Trustee or director
0.1$0$0
LAYNE CROTHERSDIRECTOR
Trustee or director
0.1$0$0
PETER DANCHAKDIRECTOR
Trustee or director
0.1$0$0
JOHN DOWDDIRECTOR AS OF 07/25
Trustee or director
0.1$0$0
JAMIE FLACKDIRECTOR
Trustee or director
0.1$0$0
16 more people on this return
NameTitleHours / weekCompensation
ELIZABETH GRAHAMDIRECTOR
Trustee or director
0.1$0
JOHN HENRYDIRECTOR
Trustee or director
0.1$0
DAVID HOURIGANDIRECTOR
Trustee or director
0.1$0
RACHEL INSALACODIRECTOR
Trustee or director
0.1$0
MEGAN KENNEDYDIRECTOR
Trustee or director
0.1$0
BARBARA MACULLOCHDIRECTOR
Trustee or director
0.1$0
MALORIE MCLAUGHLINDIRECTOR
Trustee or director
0.1$0
MAUREEN METZDIRECTOR
Trustee or director
0.1$0
ALEXANDER SLOOTDIRECTOR
Trustee or director
0.1$0
MADHAN SRINIVASANDIRECTOR
Trustee or director
0.1$0
BRIAN STAHLDIRECTOR
Trustee or director
0.1$0
KEVIN WALSHDIRECTOR
Trustee or director
0.1$0
LAUREN ALLENDIRECTOR TO 06/30/25
Trustee or director
0.1$0
WILL BEEKMANDIRECTOR TO 06/30/25
Trustee or director
0.1$0
DEBBIE EASTWOODDIRECTOR TO 06/30/25
Trustee or director
0.1$0
REYNA LOGSDONDIRECTOR TO 06/30/25
Trustee or director
0.1$0
990 for the year ended December 31, 2024: 28 people
NameTitleHours / weekCompensationOther / benefits
C DAVID PEDRI ESQPRESIDENT AND CEO
Officer
45$199,392$40,609
PAUL J OSWALDCHIEF OPERATING OFFICER
Officer
45$88,577$18,916
ROBERT KORJESKICHIEF FINANCIAL OFFICER
Officer
3$13,900$0
TARA MUGFORD WILSONBOARD CHAIRPERSON
Trustee or director, Officer
0.1$0$0
JOHN DOWDIMMEDIATE PAST CHAIR
Trustee or director, Officer
0.1$0$0
THOMAS MACNEELYVICE CHAIRMAN
Trustee or director, Officer
0.1$0$0
ROBERT GILLTREASURER
Trustee or director, Officer
0.1$0$0
ROB NEHERSECRETARY
Trustee or director, Officer
0.1$0$0
LAUREN ALLENDIRECTOR
Trustee or director
0.1$0$0
WILL BEEKMANDIRECTOR
Trustee or director
0.1$0$0
SHAWN CASEYDIRECTOR
Trustee or director
0.1$0$0
LAYNE CROTHERSDIRECTOR
Trustee or director
0.1$0$0
DEBBIE EASTWOODDIRECTOR
Trustee or director
0.1$0$0
JAMIE FLACKDIRECTOR
Trustee or director
0.1$0$0
JOHN HENRYDIRECTOR
Trustee or director
0.1$0$0
MARY HIRTHLERDIRECTOR
Trustee or director
0.1$0$0
DAVID HOURIGANDIRECTOR
Trustee or director
0.1$0$0
MEGAN KENNEDYDIRECTOR
Trustee or director
0.1$0$0
REYNA LOGSDONDIRECTOR
Trustee or director
0.1$0$0
MALORIE MCLAUGHLINDIRECTOR
Trustee or director
0.1$0$0
MAUREEN METZDIRECTOR
Trustee or director
0.1$0$0
ALEXANDER SLOOTDIRECTOR
Trustee or director
0.1$0$0
MADHAN SRINIVASANDIRECTOR
Trustee or director
0.1$0$0
BRIAN STAHLDIRECTOR
Trustee or director
0.1$0$0
KEVIN WALSHDIRECTOR
Trustee or director
0.1$0$0
GREG WEAVERDIRECTOR
Trustee or director
0.1$0$0
JACKIE BROZENADIRECTOR (UNTIL 06/30/24)
Trustee or director
0.1$0$0
JOHN LOYACKDIRECTOR (UNTIL 06/30/24)
Trustee or director
0.1$0$0
990 for the year ended December 31, 2023: 25 people
NameTitleHours / weekCompensationOther / benefits
C DAVID PEDRIPRESIDENT AND CEO
Officer
45$205,440$35,183
ROBERT KORJESKICHIEF FINANCIAL OFFICER
Officer
3$9,600$0
TARA MUGFORD WILSONBOARD CHAIRPERSON
Trustee or director, Officer
0.1$0$0
JOHN DOWDIMMEDIATE PAST CHAIR
Trustee or director, Officer
0.1$0$0
THOMAS MACNEELYVICE CHAIRMAN
Trustee or director, Officer
0.1$0$0
ROBERT GILLTREASURER
Trustee or director, Officer
0.1$0$0
ROB NEHERSECRETARY
Trustee or director, Officer
0.1$0$0
JACKIE BROZENADIRECTOR
Trustee or director
0.1$0$0
JOHN LOYACKDIRECTOR
Trustee or director
0.1$0$0
LAUREN ALLENDIRECTOR
Trustee or director
0.1$0$0
DEBBIE EASTWOODDIRECTOR
Trustee or director
0.1$0$0
JAMIE FLACKDIRECTOR
Trustee or director
0.1$0$0
DAVID HOURIGANDIRECTOR
Trustee or director
0.1$0$0
MARY HIRTHLERDIRECTOR
Trustee or director
0.1$0$0
MALORIE MCLAUGHLINDIRECTOR
Trustee or director
0.1$0$0
BRIAN STAHLDIRECTOR
Trustee or director
0.1$0$0
LAYNE CROTHERSDIRECTOR
Trustee or director
0.1$0$0
ALEXANDER SLOOTDIRECTOR
Trustee or director
0.1$0$0
MADHAN SRINIVASANDIRECTOR
Trustee or director
0.1$0$0
KEVIN WALSHDIRECTOR
Trustee or director
0.1$0$0
MEGAN KENNEDYDIRECTOR
Trustee or director
0.1$0$0
WILL BEEKMANDIRECTOR
Trustee or director
0.1$0$0
MAUREEN METZDIRECTOR
Trustee or director
0.1$0$0
REYNA LOGSDONDIRECTOR
Trustee or director
0.1$0$0
GREG WEAVERDIRECTOR
Trustee or director
0.1$0$0

Address and contacts

Address (IRS master file)
34 S RIVER ST, WILKES BARRE, PA 18702-2406
In care of
% CHARLES M BARBER
Principal officer (990 for 2025)
C DAVID PEDRI, 34 SOUTH RIVER STREET, WILKESBARRE, PA 18702
Signed the 990
C DAVID PEDRI, PRESIDENT & CEO
Phone
(570) 822-2065
Return prepared by
BAKER TILLY ADVISORY GROUP LP

Mission

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.

990 for the year ended December 31, 2025

Program accomplishments

  • 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.
    Expenses $4,598,402 · grants $4,294,872

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
23-2765498
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1994
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B82)
Assets (IRS master file)
$83,323,998
Income (IRS master file)
$47,714,976

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$9,194,729$7,615,602$83,323,998XML
990December 2024$7,444,003$6,543,999$74,484,995XML
990December 2023$7,103,977$6,208,645$67,693,225XML
990December 2022$20,972,961$5,708,646$61,439,723IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS
990December 2017–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-2765498).

Questions about THE LUZERNE FOUNDATION

What is the EIN of THE LUZERNE FOUNDATION?
The employer identification number (EIN) of THE LUZERNE FOUNDATION is 23-2765498.
Is THE LUZERNE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
Are donations to THE LUZERNE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does THE LUZERNE FOUNDATION file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of THE LUZERNE FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THE LUZERNE FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of THE LUZERNE FOUNDATION?
The 990 for the year ended December 31, 2025 names C DAVID PEDRI.
Who are the officers and directors of THE LUZERNE FOUNDATION?
The 990 for the year ended December 31, 2025 lists 31 people; 3 received compensation from the organization, the highest $224,604 (C DAVID PEDRI ESQ, PRESIDENT AND CEO).
How much revenue does THE LUZERNE FOUNDATION have?
On its 990 for the year ended December 31, 2025 it reported revenue of $9,194,729, expenses of $7,615,602 and total assets of $83,323,998 at year end.

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