BOB JONES DOG TR: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BOB JONES DOG TR (EIN 86-6495457)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-16
- IRS object ID
- 202421379349100222
- Schema version
- 2023v5.0
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-16T07:37:45-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232667796 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RJ Accounting & Tax Service | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 606 Hamlin Highway Suite D | AddressLine1Txt |
| City | Lake Ariel | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18436 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 866495457 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BOB JONES DOG TRUST 501C | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BOBJ | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 152 W SHORE DRIVE | AddressLine1Txt |
| City | LAKE ARIEL | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18436 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIMOTHY CLAUSE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5706895068 | PhoneNum |
| Signature | 2024-04-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TIMOTHY | PersonFirstNm |
| Person Last | CLAUSE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Robert J Tugend EA | PreparerPersonNm |
| PTIN | P00966449 | PTIN |
| Phone | 5706899898 | PhoneNum |
| Preparation | 2024-05-16 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| OOB Security Verification | 00 | OOBSecurityVerificationCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,883,226 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
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 | $12,636 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12,636 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $12,636 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $50,370 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $50,370 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $50,370 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $97,491 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,826,923 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $97,491 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $51,946 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $9,841 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $9,841 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $170,338 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $170,338 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $114,952 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $19,776 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $19,776 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $625 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $625 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $15,274 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $15,274 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $438 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $438 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $36,113 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $36,113 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $170,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $170,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $206,613 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $206,613 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$36,275 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $170,338 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $114,952 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $431,674 | CashBOYAmt |
| Cash EOY | $2,164 | CashEOYAmt |
| Cash EOYFMV | $2,164 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,470,236 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,881,062 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,881,062 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,901,910 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,883,226 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,883,226 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| Donor Rstr Net Assets BOY | $1,901,910 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $1,883,226 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,901,910 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,883,226 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,901,910 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,883,226 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,901,910 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$36,275 | ExcessRevenueOverExpensesAmt |
| Other Increases | $17,591 | OtherIncreasesAmt |
| Subtotal | $1,883,226 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,883,226 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| VARIOUS SECUIRITES ASSETMARK ACCT | P | 2023-01-01 | 2023-12-31 | $850,656 | $829,396 | $21,260 | $21,260 |
| VARIOUS SECURITIES ASSETMARK ACCT | P | 2023-01-01 | 2023-12-31 | $417,599 | $372,054 | $45,545 | $45,545 |
| VARIOUS SECURITIES NONCOVERED ASSET | P | 2023-01-01 | 2023-12-31 | $221,534 | $202,374 | $19,160 | $19,160 |
| VARIOUS SECURITIES DUNHAM ACCT | P | 2023-01-01 | 2023-12-21 | $337,134 | $325,608 | $11,526 | $11,526 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $97,491 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $51,946 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,368 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,368 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,368 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $2,368 | TaxDueAmt |
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 | false | 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 | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Individual With Books | TIMOTHY CLAUSS | IndividualWithBooksNm |
| Phone | 5708623554 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 152 W SHORE DRIVE | AddressLine1Txt |
| City | LAKE ARIEL | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18436 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIMOTHY CLAUSS 1 INDIVID | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 152 W SHORE DRIVE | AddressLine1Txt |
| City | LAKE ARIEL | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18436 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 8.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $19,776 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION SUPPORTED 10 NONPROFIT ANIMAL SHELTERS AND ORGANIZAITONS THROUGHOUT NORTHEASTERN PA | Description1Txt |
| Expenses1 | $170,500 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,812,225 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $109,653 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,921,878 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,921,878 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,828 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,893,050 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $94,653 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $94,653 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,368 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,368 | TotalTaxAmt |
| Distributable Before Adj | $92,285 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $92,285 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $92,285 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $206,613 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $206,613 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $92,285 | DistributableAsAdjustedAmt |
| Qualifying Distributions | $206,613 | QualifyingDistributionsAmt |
| Applied To Current Year | $92,285 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $114,328 | RemainingDistriFromCorpusAmt |
| Total Corpus | $114,328 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $114,328 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $114,328 | ExcessFromCurrentYearAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2022-03-31 | PrivateOperatingFndtnRulingDt |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $94,653 | CurrentYearAmt |
| Year1 | $5,206 | Year1Amt |
| Total | $99,859 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $80,455 | CurrentYearAmt |
| Year1 | $4,425 | Year1Amt |
| Total | $84,880 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $206,613 | CurrentYearAmt |
| Total | $206,613 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $206,613 | CurrentYearAmt |
| Total | $206,613 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,883,226 | CurrentYearAmt |
| Total | $1,883,226 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $63,102 | CurrentYearAmt |
| Total | $63,102 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | TIMOTHY CLAUSS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 152 W SHORE DRIVE | AddressLine1Txt |
| City | LAKE ARIEL | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18436 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5708623554 | RecipientPhoneNum |
| Recipient Email Address | INFO@THEBOBJONESDOGTRUST.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | GRANT APPLICATIONS ARE ON REQUEST AND CAN BE OBTAIN BY CONTACTING THE TRUST BY MAIL OR EMIAL. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | FEBURARY 28 2023 | SubmissionDeadlinesTxt |
| Restrictions On Awards | NOT FOR PROFIT ORGANIZATIONS GEOGRAPHICALLY LOCATED IN THE ELEVEN COUNTIES OF NORTHEAST PENNSYLVANIA SPECIFIED IN THE APPLICAITON. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| TRUE FRIENDS ANIMAL WELFARE CENTER | ||||||
| 16332 SR 706 | MONTROSE | PA | 18801 | PC | DOG POPULATION MANAGEMENT VETCARE FOOD& SUPPLIES | $23,000 |
| PAWSITIVELY FOR THE ANIMALS | ||||||
| 3265 GREENWOOD AVE | SCRANTON | PA | 18505 | PC | DOG POPULATION MANAGEMENT VETCARE FOOD& SUPPLIES | $23,000 |
| NEPA PET FUND AND PET RESCUE | ||||||
| PO BOX 3953 | SCRANTON | PA | 18505 | PC | SPAY AND NEUTER DOG POPLUATION MANAGEMENT | $20,000 |
| GRIFFIN POND ANIMAL SHELTER | ||||||
| 967 GRIFFIN POND | CLARKS SUMMIT | PA | 18411 | PC | SUPPLIES FOOD AND MEDICAL CARE FOR SHELTER DOGS | $20,000 |
| SPCA OF LUZERNE COUNTY | ||||||
| 524 E MAIN STREET | WILKES BARRE | PA | 18702 | PC | DOG POPULATION MANAGEMENT FOODMEDS & SUPPLIES | $20,000 |
| CAMP PAPILLION ANIMAL SHELTER | ||||||
| 128 BRAINERD LANE | STROUDSBURG | PA | 18360 | PC | CAPITAL ASSEST BUILDING | $19,000 |
| MONROE ANIMAL LEAGUE | ||||||
| PO BOX 23 | STROUDSBURG | PA | 18360 | PC | SPAY AND NEUTER AND VET CARE FOR DOGS | $2,500 |
| WOODYS PLACE FOR SENIOR GERMAN SHEP | ||||||
| 183 HEMLOCK GROVE RD | GREENTOWN | PA | 18426 | PC | CAPITAL ASSET BUILDING | $2,500 |
| THE CENTER FOR ANIMAL HEALTH WELF | ||||||
| 1165 ISLAND PARK ROAD | EASTON | PA | 18042 | PC | CAPITAL ASSET BUILDING SUPPLIES AND REHOMING | $20,500 |
| NEPA ANIMAL WELFARE COLLOBARATIVE | ||||||
| 615 JEFFERSON AVE SUITE 102 | SCRANTON | PA | 18510 | PC | DOG POPULATION MANAGEMENT SPAY AND NEUTER | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $170,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,585 | ExclusionAmt |
| Related Or Exempt Function Incm | $12,585 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $48,968 | ExclusionAmt |
| Related Or Exempt Function Incm | $48,968 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $9,841 | ExclusionAmt |
| Related Or Exempt Function Incm | $9,841 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $71,394 | ExclusionAmt |
| Related Or Exempt Function Incm | $71,394 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $142,788 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 03 | INTEREST USED TO FUND GRANTS PROVIDED TO NONPROFITS |
| 04 | DIVIDEND INCOME USED TO FUND GRANTS PROVIDED TO NONPROFITS |
| 07 | CAPITAL GAINS FROM INVESTMENT USED TO FUND GRANTS |
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 | RJ ACCOUNTING ACCOUNTING | CategoryTxt |
| Amt | $625 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $625 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PORTFILIO ASSETMARK | $0 | $0 |
| PORTFILIO DUNHAM TRUST | $1,881,062 | $1,881,062 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| WEBSITE AND HOSTING FEES | $301 | $0 | $0 | $301 |
| OFFICE EXPENSES | $0 | $0 | $0 | $0 |
| POSTAGE | $137 | $0 | $0 | $137 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT CAPITAL GAINS | Desc |
| Revenue And Expenses Per Books | $9,841 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $9,841 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED PORTFOLIO GAINS | Desc |
| Amt | $17,591 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PORTFOLIO MANAGEMENT FEES | CategoryTxt |
| Amt | $15,274 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $15,274 | DisbursementsCharitablePrpsAmt |
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