ROSENBERG CHARITABLE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ROSENBERG CHARITABLE FOUNDATION (EIN 23-3074423)
- Tax period
- 2023-02-01 to 2024-01-31
- Filed
- 2024-06-14
- IRS object ID
- 202421669349100907
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-06-14T13:38:57-04:00 | ReturnTs |
| Tax Period End | 2024-01-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 231925864 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GINADER JONES & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 HIGHLANDS BOULEVARD SUITE 201 | AddressLine1Txt |
| City | ARCHBALD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 184031506 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-02-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 233074423 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSENBERG CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROSE | BusinessNameControlTxt |
| Phone | 5702003060 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 FOREST GLEN CIRCLE | AddressLine1Txt |
| City | DALTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18414 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT ROSENBERG | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5708811495 | PhoneNum |
| Signature | 2024-06-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERT | PersonFirstNm |
| Person Last | ROSENBERG | 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 | ERIC D DAVIS | PreparerPersonNm |
| PTIN | P00593673 | PTIN |
| Phone | 5703473377 | PhoneNum |
| Preparation | 2024-06-14 | PreparationDt |
| 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 | $463,364 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $30,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,527 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,527 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $23,789 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,789 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$8,089 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $90,265 | GrossSalesPriceAmt |
| Total Rev And Expnss | $50,227 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $28,316 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,280 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $347 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $1,627 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $55,996 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $55,996 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $57,623 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $55,996 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,396 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $28,316 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $7,089 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $11,454 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $11,454 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $429,036 | CorporateStockBOYAmt |
| Corporate Stock EOY | $417,622 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $451,910 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $436,125 | TotalAssetsBOYAmt |
| Total Assets EOY | $429,076 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $463,364 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $5,799 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $6,146 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $5,799 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,146 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $430,326 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $422,930 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $430,326 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $422,930 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $436,125 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $429,076 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $430,326 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,396 | ExcessRevenueOverExpensesAmt |
| Subtotal | $422,930 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $422,930 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| QVC, INC., 1,000 SH | P | 2022-07-13 | 2023-03-27 | $7,495 | $18,345 | -$10,850 | -$10,850 |
| ISTAR, INC., 1,000 SH | P | 2022-07-13 | 2023-04-03 | $25,000 | $25,005 | -$5 | -$5 |
| GROWTH FUND OF AMERICA, 103.563 SH | P | 2019-08-14 | 2023-04-27 | $5,000 | $4,562 | $438 | $438 |
| READY CAPITAL CORP, 400 SH | P | 2018-02-06 | 2023-08-15 | $10,000 | $10,109 | -$109 | -$109 |
| GROWTH FUND OF AMERICA, 36.630 SH | P | 2019-08-23 | 2023-08-31 | $2,000 | $1,621 | $379 | $379 |
| WASHINGTON MUTUAL INVESTORS, 111.132 | P | 2017-12-01 | 2023-08-31 | $6,000 | $5,110 | $890 | $890 |
| WASHINGTON MUTUAL INVESTORS, 94.038 | P | 2017-12-07 | 2023-10-18 | $5,000 | $4,217 | $783 | $783 |
| HEALTH CARE REIT, 28,000 SH | P | 2023-04-04 | 2024-01-16 | $28,000 | $28,000 | ||
| WASHINGTON MUTUAL INVESTORS, 30.665 | P | 2018-03-22 | 2024-01-08 | $1,720 | $1,346 | $374 | $374 |
| WASHINGTON MUTUAL INVESTORS, 0.891 S | P | 2018-04-06 | 2024-01-10 | $50 | $39 | $11 | $11 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$8,089 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$10,855 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $394 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $394 | SubtotalAmt |
| Tax Based On Investment Income | $394 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $394 | 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 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | ROBERT ROSENBERG | IndividualWithBooksNm |
| Phone | 5708811495 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 FOREST GLEN CIRCLE | AddressLine1Txt |
| City | DALTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18414 | 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 |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT ROSENBERG | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 FOREST GLEN CIRCLE | AddressLine1Txt |
| City | DALTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18414 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 5.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | 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 |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $422,556 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,536 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $429,092 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $429,092 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,436 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $422,656 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $21,133 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $21,133 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $394 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $394 | TotalTaxAmt |
| Distributable Before Adj | $20,739 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $20,739 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $20,739 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $55,996 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $55,996 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $20,739 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $3,313 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $6,092 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $52,379 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $36,336 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $98,120 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $55,996 | QualifyingDistributionsAmt |
| Applied To Current Year | $20,739 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $35,257 | RemainingDistriFromCorpusAmt |
| Total Corpus | $133,377 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $3,313 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $130,064 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $6,092 | ExcessFromYear3Amt |
| Excess From Year2 | $52,379 | ExcessFromYear2Amt |
| Excess From Year1 | $36,336 | ExcessFromYear1Amt |
| Excess From Current Year | $35,257 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (58 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALBRIGHT COLLEGE | ||||||
| 1621 NORTH 13TH STREET | READING | PA | 19604 | N/A | PROGRAM SERVICES | $10,576 |
| ALZHEIMER'S ASSOCIATION | ||||||
| 57 NORTH FRANKLIN STREET | WILKES BARRE | PA | 18701 | N/A | PROGRAM SERVICES | $50 |
| AMERICAN CANCER SOCIETY | ||||||
| 712 S KEYSER AVENUE | TAYLOR | PA | 18517 | N/A | PROGRAM SERVICES | $50 |
| AMERICAN RED CROSS | ||||||
| 27 NORTH MAIN STREET | CARBONDALE | PA | 18407 | N/A | PROGRAM SERVICES | $500 |
| AMERICAN TECHNION SOCIETY | ||||||
| 55 EAST 59TH STREET | NEW YORK | NY | 10022 | N/A | PROGRAM SERVICES | $108 |
| ARTHRITIS FOUNDATION | ||||||
| 1355 PEACHTREE ST NE | ATLANTA | GA | 30309 | N/A | PROGRAM SERVICES | $100 |
| BEEBE MEDICAL FOUNDATION | ||||||
| 902 SAVANNAH ROAD | LEWES | DE | 19958 | N/A | PROGRAM SERVICES | $100 |
| BIRTHRIGHT ISRAEL | ||||||
| PO BOX 61215 | NEW YORK | NY | 10087 | N/A | PROGRAM SERVICES | $236 |
| BROADWAY CARES | ||||||
| 165 W 46TH STREET | NEW YORK | NY | 10038 | N/A | PROGRAM SERVICES | $50 |
| CEDAR CREST COLLEGE | ||||||
| 100 COLLEGE DRIVE | ALLENTOWN | PA | 18104 | N/A | PROGRAM SERVICES | $250 |
| CENTRAL FLORIDA PARKINSONS ASSOC | ||||||
| PO BOX 3337 | WINTER PARK | FL | 32790 | N/A | PROGRAM SERVICES | $100 |
| CONGREGATION OHEV SHALOM | ||||||
| 613 CONCOURSE PARKWAY | MAITLAND | FL | 32751 | N/A | PROGRAM SERVICES | $1,831 |
| DIVINE MERCY CATHOLIC CHURCH | ||||||
| 312 DAVIS STREET | SCRANTON | PA | 18505 | N/A | PROGRAM SERVICES | $25 |
| ELAN GARDENS | ||||||
| 465 VENARD ROAD | SOUTH ABINGTON TWP | PA | 18411 | N/A | PROGRAM SERVICES | $5,000 |
| FISHER YOUSE FOUNDATION | ||||||
| 12300 TWINBROOK PKWY | ROCKVILLE | MD | 20852 | N/A | PROGRAM SERVICES | $50 |
| GRIFFIN POND ANIMAL SHELTER | ||||||
| 967 GRIFFIN POND ROAD | CLARKS SUMMIT | PA | 18411 | N/A | PROGRAM SERVICES | $100 |
| HADASSAH | ||||||
| 40 WALL STREET | NEW YORK | NY | 10005 | N/A | PROGRAM SERVICES | $1,000 |
| JANET WEISS CHILDREN'S HOSPITAL | ||||||
| 100 N ACADEMY AVENUE | DANVILLE | PA | 17822 | N/A | PROGRAM SERVICES | $36 |
| JAN MICHAEL ARGONISH FUND | ||||||
| PO BOX 256 | OLYPHANT | PA | 18447 | N/A | PROGRAM SERVICES | $1,000 |
| JEWISH CENTER ALLIANCE | ||||||
| 8505 SAN JOSE BLVD | JACKSONVILLE | FL | 32217 | N/A | PROGRAM SERVICES | $360 |
| JEWISH COMMUNITY CENTER | ||||||
| 601 JEFFERSON AVENUE | SCRANTON | PA | 18510 | N/A | PROGRAM SERVICES | $4,596 |
| JEWISH FAMILY SERVICE | ||||||
| 615 JEFFERSON AVENUE | SCRANTON | PA | 18510 | N/A | PROGRAM SERVICES | $286 |
| JEWISH FAMILY SERVICE ORLANDO | ||||||
| 2100 LEE ROAD | WINTER PARK | FL | 32789 | N/A | PROGRAM SERVICES | $180 |
| JEWISH FEDERATION OF NEPA | ||||||
| 601 JEFFERSON AVENUE | SCRANTON | PA | 18510 | N/A | PROGRAM SERVICES | $10,000 |
| JEWISH FEDERATION ORLANDO | ||||||
| 851 NORTH MAITLAND AVE | MAITLAND | FL | 32751 | N/A | PROGRAM SERVICES | $1,800 |
| JEWISH HERITAGE CONNECTION | ||||||
| 529 WYOMING AVENUE | SCRANTON | PA | 18509 | N/A | PROGRAM SERVICES | $430 |
| JEWISH PAVILION ORLANDO | ||||||
| 515 DELANEY AVENUE | ORLANDO | FL | 32801 | N/A | PROGRAM SERVICES | $260 |
| KEVIN KITCHNEFSKY FOUNDATION | ||||||
| 109 GERMAN HILL ROAD | TUNKHANNOCK | PA | 18657 | N/A | PROGRAM SERVICES | $250 |
| KEY WEST ART HISTORICAL SOCIETY | ||||||
| 281 FRONT STREET | KEY WEST | FL | 33040 | N/A | PROGRAM SERVICES | $250 |
| KOL AMI | ||||||
| 1008 W WATER STREET | ELMIRA | NY | 14905 | N/A | PROGRAM SERVICES | $1,500 |
| KRISTYN KROMKO FUND | ||||||
| 410 SUMMIT AVENUE | CLARKS SUMMIT | PA | 18411 | N/A | PROGRAM SERVICES | $750 |
| LACKAWANNA PRO BONO | ||||||
| 233 PENN AVENUE | SCRANTON | PA | 18503 | N/A | PROGRAM SERVICES | $250 |
| MACULAR DEGENERATION | ||||||
| PO BOX 515 | NORTHAMPTON | MA | 01061 | N/A | PROGRAM SERVICES | $100 |
| MARCH OF DIMES | ||||||
| 1550 CRYSTAL DRIVE | ARLINGTON | VA | 22202 | N/A | PROGRAM SERVICES | $50 |
| MAZON | ||||||
| 10850 WILSHIRE BLVD | LOS ANGELES | CA | 90024 | N/A | PROGRAM SERVICES | $54 |
| NEPA YOUTH SHELTER | ||||||
| 541 WYOMING AVENUE | SCRANTON | PA | 18509 | N/A | PROGRAM SERVICES | $125 |
| OHEB ZEDEK | ||||||
| 118 W 65TH STREET | NEW YORK | NY | 10025 | N/A | PROGRAM SERVICES | $172 |
| PARKINSONS FOUNDATION | ||||||
| 800 SPRUCE STREET | PHILADELPHIA | PA | 19107 | N/A | PROGRAM SERVICES | $750 |
| PHILHARMONIC SOCIETY OF NEPA | ||||||
| 195 HANOVER STREET | WILKESBARRE | PA | 18702 | N/A | PROGRAM SERVICES | $750 |
| PLANNED PARENTHOOD | ||||||
| 101 N MAIN STREET | WILKES BARRE | PA | 18701 | N/A | PROGRAM SERVICES | $360 |
| REHOBOTH ART LEAGUE | ||||||
| 12 DODDS LANE | REHOBOTH BEACH | DE | 19971 | N/A | PROGRAM SERVICES | $100 |
| REHOBOTH BEACH FIRE CO | ||||||
| 219 REHOBOTH AVE | REHOBOTH BEACH | DE | 19971 | N/A | PROGRAM SERVICES | $160 |
| ROHR HILLEL JEWISH FEDERATION | ||||||
| 6101 EXECUTIVE BLVD | NORTH BETHESDA | MD | 20852 | N/A | PROGRAM SERVICES | $360 |
| RONALD SILKNITTER FOUNDATION | ||||||
| 242 BERTOLET SCHOOL ROAD | SPRING CITY | PA | 19475 | N/A | PROGRAM SERVICES | $500 |
| SIMON WIESENTHAL CENTER | ||||||
| 1399 ROXBURY DRIVE | LOS ANGELES | CA | 90035 | N/A | PROGRAM SERVICES | $200 |
| ST BENEDICTS CATHOLIC CHURCH | ||||||
| NEWTON RANSOM BLVD | CLARKS SUMMIT | PA | 18411 | N/A | PROGRAM SERVICES | $100 |
| ST JOSEPHS CENTER | ||||||
| 2010 ADAMS AVENUE | SCRANTON | PA | 18509 | N/A | PROGRAM SERVICES | $50 |
| ST STANISLAUS | ||||||
| 529 EAST LOCUST STREET | SCRANTON | PA | 18205 | N/A | PROGRAM SERVICES | $25 |
| TEMPLE B'NAI BRITH | ||||||
| 408 WYOMING AVENUE | KINGSTON | PA | 18704 | N/A | PROGRAM SERVICES | $1,801 |
| TEMPLE HESED | ||||||
| 1 KNOX ROAD | SCRANTON | PA | 18505 | N/A | PROGRAM SERVICES | $36 |
| TELSHE YESHIVA | ||||||
| 28400 EUCLID AVENUE | WICKLIFFE | OH | 44092 | N/A | PROGRAM SERVICES | $36 |
| TEMPLE ISRAEL- SCRANTON | ||||||
| 918 EAST GIBSON STREET | SCRANTON | PA | 18510 | N/A | PROGRAM SERVICES | $4,428 |
| TEMPLE ISRAEL- WILKES BARRE | ||||||
| 239 S RIVER STREET | WILKES BARRE | PA | 18702 | N/A | PROGRAM SERVICES | $1,500 |
| THE ARC NEPA | ||||||
| 115 MEADOW AVENUE | SCRANTON | PA | 18505 | N/A | PROGRAM SERVICES | $1,500 |
| US HOLOCAUST MUSEUM | ||||||
| 100 RAOUL WALLENBERG PLAC | WASHINGTON | DC | 20024 | N/A | PROGRAM SERVICES | $140 |
| US SKI TEAM | ||||||
| 1 VICTORY LANE | PARK CITY | UT | 84060 | N/A | PROGRAM SERVICES | $500 |
| VFW | ||||||
| 205 DOLPH STREET | JESSUP | PA | 18434 | N/A | PROGRAM SERVICES | $50 |
| WORLD JEWISH CONGRESS | ||||||
| 501 MADISON AVENUE | NEW YORK | NY | 10020 | N/A | PROGRAM SERVICES | $75 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $55,996 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,527 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,789 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$8,089 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $20,227 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $20,227 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | HENDON LP | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 FOREST GLEN CIRCLE | AddressLine1Txt |
| City | DALTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18414 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $30,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $1,280 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (29 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AGNC INVESTMENT CORP | $20,175 | $24,470 |
| BLACKROCK TECHNOLOGY | $20,624 | $17,500 |
| CHIMERA INVESTMENT CORP | $36,800 | $37,194 |
| COHEN & STEERS REIT FUND | $4,343 | $13,122 |
| DIGITALBRIDGE GROUP | $10,156 | $11,475 |
| ELLINGTON FINANCIAL CORP | $21,505 | $23,960 |
| EPR PROPERTIES | $4,365 | $3,910 |
| ETFIS | $6,327 | $6,270 |
| FIRST TRUST EXCHANGE | $16,416 | $20,540 |
| GAMING & LEISURE | $18,241 | $18,260 |
| GASLOG | $4,955 | $4,950 |
| GROWTH FUND OF AMERICA | $55,584 | $61,743 |
| HORIZON TECHNOLOGY | $12,080 | $11,950 |
| INVESCO | $7,411 | $7,764 |
| ISTAR, INC. | ||
| NEUBERGER BERMAN | $6,033 | $7,434 |
| PENNYMAC MORTGAGE | $4,795 | $4,716 |
| PIMCO DYNAMIC | $13,625 | $9,600 |
| QVC | ||
| READY CAPITAL CORP | ||
| REDWOOD TRUST | $7,430 | $7,260 |
| RITHM CAPITAL CORP. | $31,643 | $31,155 |
| SACHEM CAPITAL CORP | $7,085 | $6,609 |
| SCORPIO TANKERS | $7,493 | $7,560 |
| TAPESTRY INC. | $14,600 | $14,799 |
| VALLEY NATIONAL BANCORP | $6,790 | $6,912 |
| VERIZON COMMUNICATIONS | $10,000 | $8,986 |
| VIRTUS EQUITY & CONV. INCOME | $6,725 | $6,399 |
| WASHINGTON MUTUAL INVESTORS | $62,421 | $77,372 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO AFFILIATED ENTITY | Desc |
| BOY Book Value | $5,799 | BOYBookValueAmt |
| EOY Book Value | $6,146 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $347 | Amt |
Comments