ALLONE FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- ALLONE FOUNDATION (EIN 30-0892103)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-27
- IRS object ID
- 202631479349100503
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-27T06:06:01-07:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232385520 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT ROSSI and CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 299 Main St 2nd Flr | AddressLine1Txt |
| City | Olyphant | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18447 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300892103 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALLONE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALLO | BusinessNameControlTxt |
| Phone | 5702081200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 83 E UNION STREET | AddressLine1Txt |
| City | WILKESBARRE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18701 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN COSGROVE | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Signature | 2026-05-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SALVATORE A NOLE JR CPA | PreparerPersonNm |
| PTIN | P01212878 | PTIN |
| Phone | 5708762300 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $133,210,081 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,133,175 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,133,175 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,744,094 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,805,243 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,744,094 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $6,877,271 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,877,271 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $150,424 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $149,903 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $315,844 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $315,325 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $127,864 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $127,640 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $34,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $34,225 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $109,454 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $109,454 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $80,244 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $410 | InterestRevAndExpnssAmt |
| Interest Dsbrs Chrtbl | $410 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $346,901 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $35,218 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $10,787 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Adj Net Incm | $10,787 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $56,325 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $56,325 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $16,978 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $16,750 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $22,694 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $22,694 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $208,688 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $212,033 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,400,969 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $109,454 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $10,787 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,050,767 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,675,036 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,675,036 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,076,005 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $109,454 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $10,787 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,725,803 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$198,734 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,767,817 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $97,827 | CashBOYAmt |
| Cash EOY | $1,028,652 | CashEOYAmt |
| Cash EOYFMV | $1,028,652 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $16,462 | SavAndTempCashInvstBOYAmt |
| Acct Rcvbl | $34,030 | AcctRcvblAmt |
| Acct Rcvbl BOY | $24,029 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $34,030 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $34,030 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $58,440 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $36,733 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $36,733 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $117,287,111 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $132,079,715 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $132,079,715 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $93,076 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $62,125 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $29,259 | LandBOYAmt |
| Land EOY | $30,951 | LandEOYAmt |
| Land EOYFMV | $30,951 | LandEOYFMVAmt |
| Total Assets BOY | $117,513,128 | TotalAssetsBOYAmt |
| Total Assets EOY | $133,210,081 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $133,210,081 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $489,535 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $743,521 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $10,935 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $8,682 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $500,470 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $752,203 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $117,012,658 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $132,457,878 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $117,012,658 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $132,457,878 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $117,513,128 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $133,210,081 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $117,012,658 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$198,734 | ExcessRevenueOverExpensesAmt |
| Other Increases | $15,643,954 | OtherIncreasesAmt |
| Subtotal | $132,457,878 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $132,457,878 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1907.414 VANGUARD TOTAL STOCK MARKET INDEX FUND | P | 2024-01-01 | 2025-01-15 | $272,760 | $120,696 | $152,064 | $152,064 |
| 3459.885 VANGUARD TOTAL STOCK MARKET INDEX FUND | P | 2024-01-01 | 2025-06-20 | $494,383 | $227,110 | $267,273 | $267,273 |
| 8182.567 VANGUARD TOTAL STOCK MARKET INDEX FUND | P | 2024-01-01 | 2025-01-15 | $1,170,107 | $517,771 | $652,336 | $652,336 |
| 15338.05 VANGUARD TOTAL STOCK MARKET INDEX FUND | P | 2024-01-01 | 2025-01-15 | $2,193,341 | $970,551 | $1,222,790 | $1,222,790 |
| 170.91 VANGUARD TOTAL STOCK MARKET INDEX FUND | P | 2024-01-01 | 2025-09-22 | $27,427 | $11,253 | $16,174 | $16,174 |
| 8990.788 VANGUARD TOTAL STOCK MARKET INDEX FUND | P | 2024-01-01 | 2025-11-04 | $1,451,563 | $594,701 | $856,862 | $856,862 |
| 19132.35 VANGUARD TOTAL INTERNATIONAL STOCK INDEX | P | 2024-01-01 | 2025-04-01 | $2,558,569 | $2,175,748 | $382,821 | $382,821 |
| 7144.199 VANGUARD TOTAL INTERNATIONAL STOCK INDEX | P | 2024-01-01 | 2025-06-20 | $1,022,264 | $813,958 | $208,306 | $208,306 |
| 181.304 VANGUARD TOTAL INTERNATIONAL STOCK INDEX | P | 2024-01-01 | 2025-12-22 | $29,210 | $20,844 | $8,366 | $8,366 |
| 4683.782 VANGUARD TOTAL INTERNATIONAL STOCK INDEX | P | 2024-01-01 | 2025-04-01 | $626,362 | $532,644 | $93,718 | $93,718 |
| 76472.95 VANGUARD TOTAL BOND MARKET INDEX | P | 2024-01-01 | 2025-04-01 | $740,258 | $829,279 | -$89,021 | -$89,021 |
| 5164.842 VANGUARD TOTAL INTERNATIONAL BOND INDEX | P | 2024-01-01 | 2025-04-01 | $151,330 | $170,219 | -$18,889 | -$18,889 |
| 2315.844 VANGUARD TOTAL INTERNATIONAL BOND INDEX | P | 2025-01-01 | 2025-01-15 | $67,669 | $76,375 | -$8,706 | -$8,706 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,744,094 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $94,073 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $94,073 | SubtotalAmt |
| Tax Based On Investment Income | $94,073 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $80,160 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $13,913 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $94,073 | TotalPaymentsAndCreditsAmt |
| Tax Due | $0 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.ALLONEFOUNDATIONS.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EXECUTIVE DIRECTOR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5702081200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 83 E UNION STREET | AddressLine1Txt |
| City | WILKESBARRE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| JOHN COSGROVE | |||||||
| 83 E UNION STREET | WILKESBARRE | PA | 18701 | CEO | 40.00 | $149,903 | $5,390 |
| VIRGINIA ROSE | |||||||
| 424 WYOMING AVE | KINGSTON | PA | 18704 | Director | 1.00 | $0 | |
| FRANK E APOSTOLICO | |||||||
| 538 BIDEN ST | SCRANTON | PA | 18503 | Treasurer | 1.00 | $0 | |
| PAUL J CANEVARI | |||||||
| 1059 HIDEAWAY HILL RD | KUNKLETOWN | PA | 18058 | Secretary | 1.00 | $0 | |
| PETER DANCHAK | |||||||
| 201 PENN AVE | SCRANTON | PA | 18503 | Director | 1.00 | $0 | |
| LOUIS A DENAPLES | |||||||
| 400 MILL ST | DUNMORE | PA | 18512 | Director | 1.00 | $0 | |
| JOHN J GRAHAM | |||||||
| 135 HIGHLAND AVENUE | SHAVERTOWN | PA | 18708 | Chairman | 5.00 | $0 | |
| ALAN S HOLLANDER ESQUIRE | |||||||
| 1065 HWY 315 STE 200 | WILKESBARRE | PA | 18702 | Director | 1.00 | $0 | |
| GARY F LAMONT | |||||||
| BOX 702 SR 93 | CONYNGHAM | PA | 18219 | Director | 1.00 | $0 | |
| JOHN D MCCARTHY JR | |||||||
| 340 KIDDER ST | WILKESBARRE | PA | 18702 | Director | 1.00 | $0 | |
| JOHN J MENAPACE | |||||||
| 1012 WOODLAND WAY | CLARKS SUMMIT | PA | 18411 | Director | 1.00 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION IS OPERATED TO PROVIDE GRANTS TO IRC 501(C)(3) OPERATING EXEMPT ORGANIZATIONS | Description1Txt |
| Expenses1 | $6,725,803 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $120,822,333 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,242,046 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $122,064,379 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $122,064,379 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,830,966 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $120,233,413 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,011,671 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,011,671 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $94,073 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $94,073 | TotalTaxAmt |
| Distributable Before Adj | $5,917,598 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $5,917,598 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,917,598 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,725,803 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $6,725,803 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,917,598 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,578,178 | UndistributedIncomePYAmt |
| Qualifying Distributions | $6,725,803 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,578,178 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,147,625 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $2,769,973 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOHN COSGROVE EXECUTIVE DIRECTOR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 83 E UNION STREET | AddressLine1Txt |
| City | WILKES BARRE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5702081200 | RecipientPhoneNum |
| Recipient Email Address | JCOSGROVE@ALLONEFOUNDATIONS.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | All requests must be submitted in writing and include the following:1)A completed grant application signed by the organizations representative.2)A formal proposal that describes the project purpose and demonstrate the need for a relevance of the project. The narrative must include:A detailed description of the goals and outcomes of the project.Evidence of the measurement tools that will be used to evaluate the success of the project.Project timeline and work plan.Project sustainability plan.3)An itemized budget that includes any in-kind services or matching funds secured for the project. The budget must clearly demonstrate how funding from AllOne Foundation will be used.4)An IRS determination letter of tax exempt charitable status under 501(C)(3) and proof that the organization is not a private foundation as defined in Section 509(A) of the IRS Code.5)A brief written description of the organizations purpose, history and accomplishments.6)Financial Statements (audited, if available) for | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SUBMISSION DEADLINES VARY DURING YEAR PER TIMING OF ORG | SubmissionDeadlinesTxt |
| Restrictions On Awards | Eligible organizations must demonstrate their tax classification as described in Internal Revenue Service Code, Section 501(C)(3) and Section 509(A).Eligible organizations must be located or operating within AllOne Foundations 13 county service area. Programs must benefit residents of those counties.Grants will be awarded only for specific community-focused projects or program initiatives. Requests for operating or general support will not be considered.The Foundation awards grants generally for general health education / prevention and human services projects; and for projects that provide direct services to the uninsured and under-insured. Minimum grant amount is $2,500.Grants will be awarded generally for a period of one year. Multi-year requests will not generally be considered.Consecutive year approvals will be decided on the strength of demonstrated outcomes.Grantee organizations may not receive additional funding until all funds from existing grant awards have been expended, in | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (62 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALLIED SERVICES | ||||||
| 100 ABINGTON EXECUTIVE PARK | CLARKS SUMMIT | PA | 18411 | PC | AUTISM COLLABORATIVE CENTERS OF EXCELLENCE INITIATIVE | $500,000 |
| TREATMENT COURT ADVOCACY CENTER | ||||||
| 212 FRONT STREET | CLARKS SUMMIT | PA | 18411 | PC | DENTAL CARE & SUD RECOVERY SUPPORT | $10,000 |
| THE WRIGHT CENTER | ||||||
| 111 NORTH WASHINGTON AVENUE | SCRANTON | PA | 18503 | PC | IMPROVE HEALTH AND WELLNESS OF PEOPLE IN NORTHEASTERN AND NORTH CENTRAL PA | $12,500 |
| UNITED WAY OF GREATER HAZLETON | ||||||
| 134 S WYOMING STREET | HAZLETON | PA | 18201 | PC | IMPROVE HEALTH AND WELLNESS OF PEOPLE IN NORTHEASTERN AND NORTH CENTRAL PA | $5,000 |
| CHILDREN'S SERVICE CENTER | ||||||
| 335 S FRANKLIN STREET | WILKES BARRE | PA | 18702 | PC | IMPROVE HEALTH AND WELLNESS OF PEOPLE IN NORTHEASTERN AND NORTH CENTRAL PA | $175,000 |
| CENTRAL PENNSYLVANIA FOOD BANK | ||||||
| 3908 COREY ROAD | HARRISBURG | PA | 17109 | PC | IMPROVE HEALTH AND WELLNESS OF PEOPLE IN NORTHEASTERN AND NORTH CENTRAL PA | $200,000 |
| NORTHERN TIER COUNSELING | ||||||
| 24727 ROUTE 6 | TOWANDA | PA | 18848 | PC | IMPROVE HEALTH AND WELLNESS OF PEOPLE IN NORTHEASTERN AND NORTH CENTRAL PA | $100,000 |
| UNITED WAY OF WYOMING VALLEY | ||||||
| 100 N PENNSYLVANIA AVE 2ND FL | WILKES BARRE | PA | 18701 | PC | IMPROVE HEALTH AND WELLNESS OF PEOPLE IN NORTHEASTERN AND NORTH CENTRAL PA | $124,000 |
| SERVING SENIORS INC | ||||||
| 538 SPRUCE STREET SUITE 408 | SCRANTON | PA | 18503 | PC | IMPROVE HEALTH AND WELLNESS OF PEOPLE IN NORTHEASTERN AND NORTH CENTRAL PA | $40,000 |
| NORTH PENN COMPREHENSIVE HEALTH SER | ||||||
| 40 W WELLSBORO ST | MANSFIELD | PA | 16933 | PC | IMPROVE HEALTH AND WELLNESS OF PEOPLE IN NORTHEASTERN AND NORTH CENTRAL PA | $322,500 |
| ORCHARD HILL | ||||||
| 640 ORANGE ROAD | DALLAS | PA | 18612 | PC | IMPROVE HEALTH AND WELLNESS OF PEOPLE IN NORTHEASTERN AND NORTH CENTRAL PA | $100,000 |
| DINNERS FOR KIDS | ||||||
| 84 S WYOMING AVE | EDWARDSVILLE | PA | 18704 | PC | IMPROVE HEALTH AND WELLNESS OF PEOPLE IN NORTHEASTERN AND NORTH CENTRAL PA | $25,000 |
| UNIVERSITY OF SCRANTON | ||||||
| 800 LINDEN STREET | SCRANTON | PA | 18510 | PC | IMPROVE HEALTH AND WELLNESS OF PEOPLE IN NORTHEASTERN AND NORTH CENTRAL PA | $7,500 |
| MISERICORDIA UNIVERSITY | ||||||
| 301 LAKE STREET | DALLAS | PA | 18612 | PC | IMPROVE HEALTH AND WELLNESS OF PEOPLE IN NORTHEASTERN AND NORTH CENTRAL PA | $9,798 |
| KING'S COLLEGE | ||||||
| 133 NORTH RIVER STREET | WILKESBARRE | PA | 18711 | PC | IMPROVE HEALTH AND WELLNESS OF PEOPLE IN NORTHEASTERN AND NORTH CENTRAL PA | $12,500 |
| NEIGHBORWORKS NEPA | ||||||
| 815 SMITH STREET | SCRANTON | PA | 18504 | PC | IMPROVE HEALTH AND WELLNESS OF PEOPLE IN NORTHEASTERN AND NORTH CENTRAL PA | $10,000 |
| BRIGHTER JOURNEYS | ||||||
| 150 MUNDY ST | WILKESBARRE | PA | 18702 | PC | IMPROVE HEALTH AND WELLNESS OF PEOPLE IN NORTHEASTERN AND NORTH CENTRAL PA | $50,000 |
| GREATER SCRANTON YMCA | ||||||
| 706 N BLAKELY STREET | DUNMORE | PA | 18512 | PC | CHILD AND ADULT CARE FOOD PROGRAM | $10,000 |
| SCRANTON SCHOOL DISTRICT | ||||||
| 425 N WASHINGTON AVE | SCRANTON | PA | 18503 | GOV | RESTORATIVE PRACTICE INITIATIVE | $175,000 |
| VARIETY THE CHILDREN'S CHARITY | ||||||
| 11279 PERRY HWY SUITE 512 | WEXFORD | PA | 15090 | PC | IMPROVE HEALTH AND WELLNESS OF PEOPLE IN NORTHEASTERN AND NORTH CENTRAL PA | $100,000 |
| WYOMING VALLEY CHILDREN'S ASSOCIATI | ||||||
| 1133 WYOMING AVENUE | KINGSTON | PA | 18704 | PC | IMPROVE HEALTH AND WELLNESS OF PEOPLE IN NORTHEASTERN AND NORTH CENTRAL PA | $6,250 |
| POCONO SERVICES FOR FAMILIES AND CH | ||||||
| 212 WEST 4TH STREET | EAST STROUDSBURG | PA | 18301 | PC | IMPROVE HEALTH AND WELLNESS OF PEOPLE IN NORTHEASTERN AND NORTH CENTRAL PA | $107,500 |
| WAYNE MEMORIAL COMMUNITY HEALTH CEN | ||||||
| 601 PARK STREET | HONESDALE | PA | 18431 | PC | IMPROVE HEALTH AND WELLNESS OF PEOPLE IN NORTHEASTERN AND NORTH CENTRAL PA | $100,000 |
| COMMISSION ON ECONOMIC OPPORTUNITY | ||||||
| 165 AMBER LN | WILKES BARRE | PA | 18703 | PC | IMPROVE HEALTH AND WELLNESS OF PEOPLE IN NORTHEASTERN AND NORTH CENTRAL PA | $300,000 |
| METAMORPHOSIS WOMEN'S EMPOWERMENT I | ||||||
| 804 SARAH STREET SUITE 308 | STROUDSBURG | PA | 18360 | PC | IMPROVE HEALTH AND WELLNESS OF PEOPLE IN NORTHEASTERN AND NORTH CENTRAL PA | $12,486 |
| COMMUNITY ACTION COMMITTEE OF LEHIG | ||||||
| 1337 E 5TH STREET | BETHLEHEM | PA | 18015 | PC | IMPROVE HEALTH AND WELLNESS OF PEOPLE IN NORTHEASTERN AND NORTH CENTRAL PA | $200,000 |
| FUTURES COMMUNITY SUPPORT SERVICES | ||||||
| 23 MAIN STREET | TOWANDA | PA | 18848 | PC | IMPROVE HEALTH AND WELLNESS OF PEOPLE IN NORTHEASTERN AND NORTH CENTRAL PA | $12,500 |
| TELESPOND SENIOR SERVICES | ||||||
| 1200 SAGINAW STREET | SCRANTON | PA | 18505 | PC | IMPROVE HEALTH AND WELLNESS OF PEOPLE IN NORTHEASTERN AND NORTH CENTRAL PA | $400,000 |
| SCRANTON COUNSELING CENTER | ||||||
| 329 CHERRY STREET | SCRANTON | PA | 18505 | PC | IMPROVE HEALTH AND WELLNESS OF PEOPLE IN NORTHEASTERN AND NORTH CENTRAL PA | $7,500 |
| AUTISM SOCIETY OF NEPA | ||||||
| 925 PROSPECT AVE | SCRANTON | PA | 18505 | PC | AUTISM COLLABORATIVE PROJECT | $50,000 |
| CAMP ORCHARD HILL | ||||||
| 640 ORANGE RD | DALLAS | PA | 18612 | PC | PARENT AND CHILD RESPITE PROGRAM | $105,000 |
| DREAM BIG BOXING FOUNDATION | ||||||
| 1307 PARK AVE BLDG 10 SUITE 3 | WILLIAMSPORT | PA | 17701 | PC | NUTRITION AND WELLNESS PROGRAM | $10,000 |
| JEWISH FAMILY SERVICE OF NEPA | ||||||
| 615 JEFFERSON AVE | SCRANTON | PA | 18510 | PC | IMPROVE HEALTH AND WELLNESS OF PEOPLE IN NORTHEASTERN AND NORTH CENTRAL PA | $6,250 |
| JOHNSON COLLEGE | ||||||
| 3427 N MAIN AVE | SCRANTON | PA | 18508 | PC | PURCHASE OF 8 CAVITRON PLUS ULTRASONIC SCANNERS | $12,500 |
| MONROE COUNTY MEALS ON WHEELS | ||||||
| 901 POLK VALLEY RD STE 104 | STROUDSBURG | PA | 18360 | PC | GENERAL USE OF THE ORGANIZATION | $5,000 |
| OUTREACH - CENTER FOR COMMUNITY RES | ||||||
| 431 NORTH 7TH AVENUE | SCRANTON | PA | 18503 | PC | POSTPARTUM DOULA PROGRAM | $100,000 |
| PARENTING AUTISM UNITED | ||||||
| 3 MAIN STREET FIRST FLOOR | DALLAS | PA | 18612 | PC | HEALTH AND NUTRITION RESPITE PROGRAM | $12,500 |
| PENN-YORK OPPORTUNITIES INC | ||||||
| 101 S MAIN STREET | ATHENS | PA | 18810 | PC | THE ECHO PROGRAM LEARNING LAB | $12,500 |
| SIGHTS FOR HOPE | ||||||
| 4215 MANOR DRIVE | STROUDSBURG | PA | 18360 | PC | GUIDED TRANSPORT SERVICES FOR VISUALLY IMPAIRED | $2,500 |
| SUPPORTING AREA FAMILIES EVERYDAY | ||||||
| 861 GOLDEN MILE ROAD | TOWANDA | PA | 18848 | PC | IMPROVE HEALTH AND WELLNESS OF PEOPLE IN NORTHEASTERN AND NORTH CENTRAL PA | $62,500 |
| THE FOOD DIGNITY PROJECT | ||||||
| 1600 WYOMING AVE | FORTY FORT | PA | 18704 | PC | STUDENT-LED FRESH FOOD ACCESS | $12,500 |
| VICTIMS' INTERVENTION PROGRAM | ||||||
| PO BOX 986 | HONESDALE | PA | 18431 | PC | VIP 24-HOUR CRISIS HOTLINE | $12,500 |
| WVIA | ||||||
| 100 WVIA WAY | PITTSTON | PA | 18640 | PC | AGING TOGETHER IN PA | $125,000 |
| WYOMING COUNTY HEALTHCARE CENTER | ||||||
| 5950 US 6 | TUNKHANNOCK | PA | 18657 | PC | HEALTHCARE SERVICES FOR WYOMING COUNTY | $150,000 |
| ADOPT A SINGLE MOM PROJECT | ||||||
| PO BOX 338 | MOUNTAIN TOP | PA | 18707 | PC | THRIVE TOGETHER PROGRAM | $10,000 |
| BREAD BASKET OF NEPA | ||||||
| 550 MADISON AVENUE | SCRANTON | PA | 18510 | PC | REDUCING LOCAL FOOD INSECURITY PROGRAM | $5,000 |
| CITY OF WILLIAMSPORT | ||||||
| 100 WEST THIRD STREET | WILLIAMSPORT | PA | 17701 | GOV | YOUNG WOODS PARK ADA IMPROVEMENT PROJECT | $161,645 |
| GOOD SHEPHERD REHABILITATION NETWOR | ||||||
| 850 S 5TH STREET | ALLENTOWN | PA | 18103 | PC | SENSORY-FRIENDLY GYM EQUIPMENT | $5,000 |
| GREATER HAZLETON PARTNERS IN EDUCAT | ||||||
| 103 ROTARY DRIVE SUITE 4 | WEST HAZLETON | PA | 18202 | PC | HEALTHCARE CAREER CONNECT WEB APP EXPANSION | $12,500 |
| HAZLETON INTEGRATION PROJECT | ||||||
| 225 E 4TH STREET | HAZLETON | PA | 18201 | PC | IMPROVE HEALTH AND WELLNESS OF PEOPLE IN NORTHEASTERN AND NORTH CENTRAL PA | $100,000 |
| LYCOMING-CLINTON JOINDER BOARD | ||||||
| 33 WEST THIRD STREET 4TH FLOOR | WILLIAMSPORT | PA | 17701 | PC | IMPROVE HEALTH AND WELLNESS OF PEOPLE IN NORTHEASTERN AND NORTH CENTRAL PA | $12,500 |
| NORTH CENTRAL SIGHT SERVICES | ||||||
| 2121 REACH ROAD | WILLIAMSPORT | PA | 17701 | PC | INDEPENDENT LIFE SKILLS INSTRUCTION PROGRAM | $8,750 |
| NORTHBOUND CO | ||||||
| 6258 US 209 BUSINESS | STROUDSBURG | PA | 18360 | PC | ATLAS DIGITAL RECOVERY PATHWAYS PROGRAM | $9,000 |
| OUTREACH - CENTER FOR COMMUNITY RES | ||||||
| 431 N 7TH AVENUE | SCRANTON | PA | 18503 | PC | IMPROVE HEALTH AND WELLNESS OF PEOPLE IN NORTHEASTERN AND NORTH CENTRAL PA | $100,000 |
| RESTORED CHURCH | ||||||
| 74 SOUTH MEADE ST | WILKESBARRE | PA | 18702 | PC | IMPROVE HEALTH AND WELLNESS OF PEOPLE IN NORTHEASTERN AND NORTH CENTRAL PA | $12,500 |
| RIVER VALLEY HEALTH DENTAL CENTER | ||||||
| 471 HEPBURN ST | WILLIAMSPORT | PA | 17701 | PC | IMPROVE HEALTH AND WELLNESS OF PEOPLE IN NORTHEASTERN AND NORTH CENTRAL PA | $100,000 |
| SCRANTON AREA COMMUNITY FOUNDATION | ||||||
| 612 JEFFERSON AVENUE | SCRANTON | PA | 18510 | PC | HEALTHCARE WORKFORCE PRESERVATION AND RETENTION | $1,000,000 |
| SOJOURNER TRUTH MINISTRIES | ||||||
| 501 HIGH ST | WILLIAMSPORT | PA | 17701 | PC | INTEGRATED SOUP KITCHEN MINISTRY ASSISTANT POSITION | $10,000 |
| SULLIVAN COUNTY FOOD PANTRY | ||||||
| 16 WOODLAND AVE PO BOX 357 | EAGLES MERE | PA | 17731 | PC | WINTER PROTEIN ENHANCEMENT PROGRAM | $10,000 |
| WILKES UNIVERSITY | ||||||
| 84 W SOUTH STREET | WILKESBARRE | PA | 18766 | PC | SHINE PROGRAM | $250,000 |
| WYOMING COUNTY HEALTHCARE CENTER | ||||||
| 273 GRANDVIEW AVE | HONESDALE | PA | 18431 | PC | DENTAL INITIATIVE | $4,357 |
| NEPA WORKFORCE FUND CO ALLONE CHARI | ||||||
| 83 E UNION STREET | WILKESBARRE | PA | 18701 | PC | WORKFORCE FUNDERS COLLABORATIVE INITITAIVE | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,675,036 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,133,175 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,744,094 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $6,877,271 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,877,271 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $34,600 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $34,225 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (8 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | RtRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| FURNITURE AND FIXTURES | 2019-02-25 | $2,708 | $2,258 | SL | 0.1429 | $386 |
| FURNITURE AND FIXTURES | 2019-04-23 | $17,823 | $14,428 | SL | 0.1429 | $2,546 |
| TELEPHONE SYSTEM | 2019-02-26 | $3,664 | $2,136 | SL | 0.1000 | $366 |
| COMPUTER EQUIPMENT | 2024-02-27 | $12,054 | $2,009 | SL | 0.2000 | $2,411 |
| PHONE EQUIPMENT | 2024-12-23 | $3,017 | SL | 0.1000 | $302 | |
| LEASED ASSET | 2024-07-14 | $12,027 | $1,203 | SL | 0.2000 | $2,406 |
| CONFERENCE ROOM EQUIPMENT | 2025-01-07 | $10,964 | SL | 0.1000 | $2,193 | |
| LAPTOP COMPUTER | 2025-06-11 | $1,514 | SL | 0.1000 | $177 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS - FIXED INCOME | FMV | $20,522,507 | $20,522,507 |
| MUTUAL FUNDS - EQUITY | FMV | $108,675,490 | $108,675,490 |
| MONEY MARKET FUNDS | FMV | $2,881,718 | $2,881,718 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Furniture and Fixtures | $20,531 | $19,618 | $913 | $913 |
| Machinery and Equipment | $72,545 | $42,507 | $30,038 | $30,038 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| COMMUNITY OUTREACH | $134,978 | $134,978 |
| OFFICE EXPENSES | $40,714 | $44,059 |
| Rental Expenses | $32,996 | $32,996 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE LIABILITY | Desc |
| BOY Book Value | $10,935 | BOYBookValueAmt |
| EOY Book Value | $8,682 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $109,454 | Amt |
| Net Investment Income | $109,454 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $80,244 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| 990-PF EXCISE TAXES | $311,524 | |
| PAYROLL TAXES | $35,377 | $35,218 |