ROBERT H SPITZ FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT H SPITZ FOUNDATION (EIN 47-2589350)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202403209349104180
- Schema version
- 2023v5.1
- 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
- Expln Of Non Filing With AG Stmt
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T13:03:15-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232226550 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MMQ & ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1173 CLAY AVENUE | AddressLine1Txt |
| City | SCRANTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18510 | 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 | 472589350 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT H SPITZ FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O SCRANTON AREA FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 5703476203 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 615 JEFFERSON AVENUE SUITE 102 | AddressLine1Txt |
| City | SCRANTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18510 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRANK MCGRATH | PersonNm |
| Person Title | BOARD PRESIDENT/TRUSTEE | PersonTitleTxt |
| Phone | 5703476203 | PhoneNum |
| Signature | 2024-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHANIE MIHAL CPA | PreparerPersonNm |
| PTIN | P01250896 | PTIN |
| Phone | 5709610345 | PhoneNum |
| Preparation | 2024-11-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,251,433 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $48 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $48 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $668,119 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $668,119 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $244,303 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,341,307 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $244,303 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $912,470 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $912,470 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $40,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,688 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,688 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,623 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $42,163 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $42,163 | OtherProfFeesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $45,868 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $32,770 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $136,345 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $32,770 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $46,851 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $890,217 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $890,217 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,026,562 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $32,770 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $937,068 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$114,092 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $879,700 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $159,769 | CashBOYAmt |
| Cash EOY | $65,953 | CashEOYAmt |
| Cash EOYFMV | $65,953 | CashEOYFMVAmt |
| Invst Land Cost Or Other Basis | $169,489 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $169,489 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $169,489 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $169,489 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $14,752,320 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $14,732,044 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $16,015,991 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $15,081,578 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,967,486 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,251,433 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $15,081,578 | RetainedEarningBOYAmt |
| Retained Earning EOY | $14,967,486 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,081,578 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,967,486 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,081,578 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,967,486 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,081,578 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$114,092 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $14,967,486 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,967,486 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (27 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| FIDELITY PURITAN FUND | D | $250,000 | $231,641 | $18,359 | $18,359 |
| ISHARES TR RUSSELL 2000 | D | $331,166 | $450,044 | -$118,878 | -$118,878 |
| ISHARES TR RUSSELL 2000 | D | $2,684 | $2,551 | $133 | $133 |
| VANGUARD VALUE ETF | D | $192,402 | $182,227 | $10,175 | $10,175 |
| VANGUARD VALUE ETF | D | $216,071 | $206,948 | $9,123 | $9,123 |
| MFS MID CAP GROWTH FUND | D | $378,840 | $317,599 | $61,241 | $61,241 |
| AMERICAN WASHINGTON | D | $100,000 | $86,156 | $13,844 | $13,844 |
| T ROWE PRICE BLUE CHIP | D | $98,639 | $102,096 | -$3,457 | -$3,457 |
| T ROWE PRICE BLUE CHIP | D | $942,777 | $764,521 | $178,256 | $178,256 |
| PIMCO LOW DURATION | D | $419,176 | $458,439 | -$39,263 | -$39,263 |
| PIMCO LOW DURATION | D | $7,965 | $7,929 | $36 | $36 |
| MAINSTAY FLOATING RATE | D | $423,435 | $440,775 | -$17,340 | -$17,340 |
| MAINSTAY FLOATING RATE | D | $132,919 | $133,082 | -$163 | -$163 |
| BLACKROCK MID CAP GROWTH | D | $376,233 | $326,061 | $50,172 | $50,172 |
| LOOMIS SAYLES STRATEGIC | D | $157,426 | $198,544 | -$41,118 | -$41,118 |
| LOOMIS SAYLES STRATEGIC | D | $5,581 | $5,917 | -$336 | -$336 |
| T ROWE PRICE DIVIDEND | D | $358,216 | $292,414 | $65,802 | $65,802 |
| T ROWE PRICE DIVIDEND | D | $3,186 | $3,018 | $168 | $168 |
| NUVEEN DIVIDEND | D | $256,984 | $250,000 | $6,984 | $6,984 |
| NUVEEN DIVIDEND | D | $160,114 | $153,687 | $6,427 | $6,427 |
| AMERICAN CAPITAL WORLD | D | $174,097 | $145,904 | $28,193 | $28,193 |
| AMERICAN CAPITAL WORLD | D | $2,743 | $2,595 | $148 | $148 |
| AMER FUNDS AMERICAN | D | $216,655 | $181,381 | $35,274 | $35,274 |
| AMER FUNDS AMERICAN | D | $2,572 | $2,482 | $90 | $90 |
| PIMCO MORTGAGE | D | $115,145 | $134,645 | -$19,500 | -$19,500 |
| PIMCO MORTGAGE | D | $6,281 | $6,367 | -$86 | -$86 |
| PUTNAM ULTRA SHORT | D | $10,000 | $9,981 | $19 | $19 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $244,303 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,228 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,228 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,228 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $22,470 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $22,470 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $10,242 | OverpaymentAmt |
| Applied To ES Tax | $10,242 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SCRANTON AREA FOUNDATION | IndividualWithBooksNm |
| Phone | 5703476203 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 615 JEFFERSON AVENUE | AddressLine1Txt |
| City | SCRANTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18510 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JACOB NOGI DECEASED 1242023 | ||||||||
| 615 JEFFERSON AVENUE SUITE 102 | SCRANTON | PA | 18510 | TRUSTEE | 1.00 | $10,000 | $0 | $0 |
| FRANK MCGRATH | ||||||||
| 615 JEFFERSON AVENUE SUITE 102 | SCRANTON | PA | 18510 | TRUSTEE | 1.00 | $10,000 | $0 | $0 |
| JED RUBENFELD | ||||||||
| 615 JEFFERSON AVENUE SUITE 102 | SCRANTON | PA | 18510 | TRUSTEE | 1.00 | $10,000 | $0 | $0 |
| DIANA HOLDRIDGE | ||||||||
| 615 JEFFERSON AVENUE SUITE 102 | SCRANTON | PA | 18510 | TRUSTEE | 1.00 | $10,000 | $0 | $0 |
| JENNIFER NOGI EFFECTIVE 1242023 | ||||||||
| 615 JEFFERSON AVENUE SUITE 102 | SCRANTON | PA | 18510 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| 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 |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $15,212,308 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $189,699 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $169,489 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,571,496 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,571,496 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $233,572 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,337,924 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $766,896 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $766,896 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,228 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,228 | TotalTaxAmt |
| Distributable Before Adj | $754,668 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $754,668 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $754,668 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $937,068 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $937,068 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $754,668 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $137,016 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $88,751 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $143,731 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $84,065 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $453,563 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $937,068 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $754,668 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $182,400 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $635,963 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $635,963 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $137,016 | ExcessFromYear4Amt |
| Excess From Year3 | $88,751 | ExcessFromYear3Amt |
| Excess From Year2 | $143,731 | ExcessFromYear2Amt |
| Excess From Year1 | $84,065 | ExcessFromYear1Amt |
| Excess From Current Year | $182,400 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SCRANTON AREA FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 615 JEFFERSON AVENUE SUITE 102 | AddressLine1Txt |
| City | SCRANTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18510 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5703476203 | RecipientPhoneNum |
| Form And Info And Materials | REQUESTS ON LETTERHEAD OF ORGANIZATION, DIRECT MAIL SOLICITATIONS, PHONE SOLICITATIONS ALL FOLLOWED BY RECEIPT OF LETTER OF ACKNOWLEDGMENT FROM THE ORGANIZATION AS REQUIRED BY THE IRS SUBSTANTIATION RULES | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (71 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACE OF NEPA | ||||||
| 123 WYOMING AVE SUITE 311 | SCRANTON | PA | 18503 | PUBLIC | FOR THE PURPOSE OF THE 8-UNIT VETERANS' HOUSING COMPLEX @ 601 PROSPECT AVE, SCRANTON, PA, 18505. | $20,000 |
| BIG BROTHERS BIG SISTERS OF NORTHEASTERN PA | ||||||
| 190 WELLES ST SUITE 168-170 | FORTY FORT | PA | 18704 | PUBLIC | FOR THE PURPOSE OF BIG BROTHER BIG SISTERS OF NORTHEASTERN PA OPERATIONAL SUPPORT. | $7,000 |
| BOYS & GIRLS CLUB OF NORTHEASTERN PA | ||||||
| 609 ASH STREET | SCRANTON | PA | 18510 | PUBLIC | FOR THE PURPOSE OF THE SHUTTLE PROGRAM. | $8,000 |
| BREAD BASKET OF NORTHEAST PENNSYLVANIA | ||||||
| 550 MADISON AVENUE | SCRANTON | PA | 18510 | PUBLIC | FOR THE PURPOSE OF FOOD PANTRY SUPPORT. | $6,000 |
| CASA OF LACKAWANNA COUNTY | ||||||
| 846 JEFFERSON AVE | SCRANTON | PA | 18501 | PUBLIC | FOR THE PURPOSE OF CASA OF LACKAWANNA OPERATIONAL SUPPORT. | $5,000 |
| CATHERINE MCAULEY CENTER | ||||||
| 430 PITTSTON AVE | SCRANTON | PA | 18505 | PUBLIC | FOR THE PURPOSE OF THE FAMILY SUPPORT PROGRAM FOR THE PREVENTION OF HOMELESSNESS AND INTACT FAMILY SHELTER. | $15,000 |
| CHILD HUNGER OUTREACH PARTNERS | ||||||
| 2 ELIZABETH ST | TOWANDA | PA | 18848 | PUBLIC | FOR THE PURPOSE OF CHILD HUNGER OUTREACH PARTNERS OPERATIONAL SUPPORT. | $15,000 |
| CHILDREN'S ADVOCACY CENTER OF NEPA | ||||||
| 1710 MULBERRY ST | SCRANTON | PA | 18510 | PUBLIC | FOR THE PURPOSE OF BREAKING THE CYCLE OF POVERTY AMONG VICTIMS OF CHILD ABUSE AND NEGLECT. | $5,000 |
| DINNER FOR KIDS | ||||||
| 84 S WYOMING AVE | EDWARDSVILLE | PA | 18704 | PUBLIC | FOR THE PURPOSE OF FEEDING HOMELESS CHILDREN. | $4,000 |
| DISCOVERY MI PRESCHOOL | ||||||
| 1301 BEECH ST | SCRANTON | PA | 18505 | PUBLIC | FOR THE PURPOSE OF CREATING A CHILD CARE HUB IN NORTH SCRANTON (PROVIDENCE). | $25,000 |
| DRESS FOR SUCCESS LACKAWANNA | ||||||
| 431 N 7TH AVE | SCRANTON | PA | 18503 | PUBLIC | FOR THE PURPOSE OF THE DRESS FOR SUCCESS LACKAWANNA PROFESSIONAL WOMEN'S GROUP PROGRAM. | $10,000 |
| ELECTRIC CITY STEEL DRUM PROJECT | ||||||
| 300 LACKAWANNA AVE | SCRANTON | PA | 18503 | PUBLIC | FOR THE PURPOSE OF THE STEEL OF HONOR PROGRAM; SUPPORTING VETERANS THROUGH MUSIC. | $5,000 |
| EQUINES FOR FREEDOM | ||||||
| 2150 PORT ROYAL RD | CLARKS SUMMIT | PA | 18411 | PUBLIC | FOR THE PURPOSE OF EQUINES FOR FREEDOM EMDR THERAPY - VETERANS/FIRST RESPONDERS POST TRAUMATIC STRESS DISORDERS. | $5,000 |
| EVERHART MUSEUM OF NATURAL HISTORY SCIENCE & ART | ||||||
| 1901 MULBERRY ST | SCRANTON | PA | 18510 | PUBLIC | FOR THE PURPOSE OF THE WILD BEES EXHIBIT AND PROGRAMMING. | $4,000 |
| FRATERNITE NOTRE DAME | ||||||
| 422 S RIVER ST | SCRANTON | PA | 18505 | PUBLIC | FOR THE PURPOSE OF FRATERNITE NOTRE DAME OPERATIONAL SUPPORT. | $7,000 |
| FUTURES COMMUNITY SUPPORT SERVICES INC | ||||||
| 23 MAIN ST | TOWANDA | PA | 18848 | PUBLIC | FOR THE PURPOSE OF EMPLOYMENT SERVICES. | $3,000 |
| GAIT TRC | ||||||
| 314 FOSTER HILL ROAD | MILFORD | PA | 18337 | PUBLIC | FOR THE PURPOSE OF GAIT TRC - EQUINE CARE, WELFARE, & WELLNESS GRANT. | $2,000 |
| GIRL SCOUTS IN THE HEART OF PENNSYLVANIA | ||||||
| 4640 TRINDLE RD | CAMP HILL | PA | 17011 | PUBLIC | FOR THE PURPOSE OF CLEAN WATER STUDY KITS. | $3,000 |
| GOODWILL INDUSTRIES OF NEPA | ||||||
| 925 PROSPECT AVE | SCRANTON | PA | 18505 | PUBLIC | FOR THE PURPOSE OF THE YOUTH JOB EXPLORATION CLUB. | $3,000 |
| GREATER SCRANTON YMCA | ||||||
| 706 NORTH BLAKELY STREET | DUNMORE | PA | 18512 | PUBLIC | FOR THE PURPOSE OF GREATER SCRANTON YMCA - CHILD DAYCARE CAPACITY EXPANSION PROJECT. | $20,000 |
| GRIFFIN POND ANIMAL SHELTER | ||||||
| 967 GRIFFIN POND RD | SOUTH ABINGTON | PA | 18411 | PUBLIC | FOR THE PURPOSE OF THE SPRAY/NEUTER PROGRAM. | $8,000 |
| JEWISH COMMUNITY CENTER | ||||||
| 601 JEFFERSON AVE | SCRANTON | PA | 18510 | PUBLIC | FOR THE PURPOSE OF THE JCC SWIMMING POOL RENOVATION. | $187,500 |
| JEWISH FAMILY SERVICE OF NORTHEASTERN PA | ||||||
| 615 JEFFERSON AVE | SCRANTON | PA | 18510 | PUBLIC | FOR THE PURPOSE OF JEWISH FAMILY SERVICE OF NORTHEASTERN PENNSYLVANIA OPERATIONAL SUPPORT. | $10,000 |
| JEWISH FEDERATION OF NEPA | ||||||
| 601 JEFFERSON AVE | SCRANTON | PA | 18510 | PUBLIC | FOR THE PURPOSE OF THE 36TH ANNUAL TEEN SYMPOSIUM ON THE HOLOCAUST PRESENTED BY HERC AND THE JEWISH FEDERATION OF NEPA. | $22,000 |
| JEWISH FELLOWSHIP OF HEMLOCK FARMS INC | ||||||
| 1516 HEMLOCK FARMS | LORDS VALLEY | PA | 18428 | PUBLIC | FOR THE PURPOSE OF THE JEWISH FELLOWSHIP OF HEMLOCK FARMS CAPACITY BUILDING. | $12,000 |
| JOHNSON COLLEGE | ||||||
| 3427 N MAIN AVENUE | SCRANTON | PA | 18508 | PUBLIC | FOR THE PURPOSE OF RECYCLING AND SUSTAINABILITY: A GREENER PATH TO FAILURE. | $8,000 |
| KEYSTONE COLLEGE | ||||||
| 1 COLLEGE RD | LA PLUME | PA | 18440 | PUBLIC | FOR THE PURPOSE OF THE KEYSTONE COLLEGE VETERANS SUCCESS CENTER. | $5,000 |
| KEYSTONE MISSION | ||||||
| 8 W OLIVE ST | SCRANTON | PA | 18508 | PUBLIC | FOR THE PURPOSE OF THE KEYSTONE MISSION INNOVATION CENTER HOUSING SUPPORT. | $6,000 |
| LACAWAC SANCTUARY ENVIRONMENTAL EDUCATION CENTER | ||||||
| 94 SANCTUARY ROAD | LAKE ARIEL | PA | 18436 | PUBLIC | FOR THE PURPOSE OF THE ENVIRONMENTAL STEWARDSHIP INSTITUTE (ESI) IN LACKAWANNA COUNTY. | $8,000 |
| LACKAWANNA RIVER CONSERVATION ASSOCIATION INC | ||||||
| 2043 N MAIN AVE | SCRANTON | PA | 18508 | PUBLIC | FOR THE PURPOSE OF THE NORTH SCRANTON RIVERFRONT BROWNFIELDS ASSESSMENT PROJECT. | $12,000 |
| MARYWOOD UNIVERSITY | ||||||
| 2300 ADAMS AVE | SCRANTON | PA | 18509 | PUBLIC | FOR THE PURPOSE OF STUDENTS TOGETHER ACHIEVING REMARKABLE SUCCESS (STARS) OPERATIONAL SUPPORT | $8,000 |
| MEALS ON WHEELS OF NEPA | ||||||
| 541 WYOMING AVE | SCRANTON | PA | 18509 | PUBLIC | FOR THE PURPOSE OF THE TREASURED FRIENDS PET FOOD PROGRAM (TF). | $8,000 |
| MONROE COUNTY MEALS ON WHEELS INC | ||||||
| 901 POLK VALLEY RD | STROUDSBURG | PA | 18360 | PUBLIC | FOR THE PURPOSE OF THE MONROE COUNTY MEALS ON WHEELS PET CARE PROGRAM. | $2,000 |
| NATIVITYMIGUEL SCHOOL OF SCRANTON | ||||||
| 2300 ADAMS AVE | DUNMORE | PA | 18509 | PUBLIC | FOR THE PURPOSE OF THE NATIVITYMIGUEL SCHOOL OF SCRANTON AFTER SCHOOL PROGRAM. | $7,000 |
| NEPA INCLUSIVE | ||||||
| PO BOX 964 | PITTSTON | PA | 18640 | PUBLIC | FOR THE PURPOSE OF NEPA INCLUSIVE RENTAL ASSISTANCE PROGRAM (IRAP) | $5,000 |
| NEPA PET FUND AND RESCUE | ||||||
| PO BOX 3953 | SCRANTON | PA | 18505 | PUBLIC | FOR THE PURPOSE OF THE NEPA PET RESCUE VETERINARY PROGRAM. | $12,000 |
| NORTH SHORE ANIMAL LEAGUE | ||||||
| 16 LEWYT ST | PORT WASHINGTON | NY | 11050 | PUBLIC | FOR THE PURPOSE NORTH SHORE ANIMAL LEAGUE AMERICA OPERATIONAL SUPPORT. | $10,000 |
| NORTHEASTERN PENNSYLVANIA EDUCATIONAL TELEVISION ASSOCIATION | ||||||
| 100 WVIA WAY | PITTSTON | PA | 18640 | PUBLIC | FOR THE PURPOSE OF HOLOCAUST WARNINGS: AMERICAN ANTISEMITISM AND EXTREMISM. | $6,000 |
| NORTHERN TIER INDUSTRY & EDUCATION CONSORTIUM (NTIEC) | ||||||
| PO BOX 505 | TUNKHANNOCK | PA | 18657 | PUBLIC | FOR THE PURPOSE OF WORK-BASED LEARNING OPPORTUNITES FOR DISADVANTAGED YOUTH. | $4,000 |
| OPERATION WARM | ||||||
| PO BOX 822431 | PHILADELPHIA | PA | 19182 | PUBLIC | FOR THE PURPOSE OF NEW COATS OR SHOES FOR WYOMING VALLEY CHILDREN IN NEED. | $3,000 |
| OUTREACH CENTER FOR COMMUNITY RESOURCES | ||||||
| 431 N 7TH AVE | SCRANTON | PA | 18503 | PUBLIC | FOR THE PURPOSE OF THE OUTREACH CENTER FOR COMMUNITY RESOURCES OPERATIONAL SUPPORT | $15,000 |
| PATIENT ENGAGEMENT COUNCIL DBA THE WRIGHT CENTER FOR PATIENT AND COMMUNITY | ||||||
| 501 S WASHINGTON AVE SUITE 1000 | SCRANTON | PA | 18505 | PUBLIC | FOR THE PURPOSE OF THE PATIENT AND COMMUNITY NEEDS PROGRAM - THE FUNDS WILL BE USED FOR A FOOD DONATION PROGRAM, BUS PASSES,AND TRANSPORTATION ASSIATANCE TO ALLEVIATE FINANCIAL HARDSHIPS FOR OUR PATIENTS AND THE COMMUNITY WE SERVE. | $8,000 |
| PAWSITIVELY FOR THE ANIMALS | ||||||
| 3265 GREENWOOD AVE | SCRANTON | PA | 18505 | PUBLIC | FOR THE PURPOSE OF THE BOW MEOW PET EMERGENCY FUND. | $10,000 |
| PENNSYLVANIA OUTDOOR VETERANS | ||||||
| PO BOX 274 | LEHIGHTON | PA | 18235 | PUBLIC | FOR THE PURPOSE OF FAMILY/VETERAN RETREAT WEEKENDS. | $5,000 |
| SAINT JOSEPHS CENTER | ||||||
| 2010 ADAMS AVE | SCRANTON | PA | 18509 | PUBLIC | FOR THE PURPOSE OF WALSH MANOR MOTHER INFANT OPERATIONAL SUPPORT. | $10,000 |
| SCRANTON ANIMAL SHELTER ASSOCIATION INC | ||||||
| 815 UNION ST | TAYLOR | PA | 18715 | PUBLIC | FOR THE PURPOSE OF FERAL CAT CARE. | $4,000 |
| SCRANTON AREA COMMUNITY FOUNDATION | ||||||
| 615 JEFFERSON AVE | SCRANTON | PA | 18510 | PUBLIC | FOR THE PURPOSE OF THE NEPA ANIMAL WELFARE COLLABORATIVE ANGEL FUND ($6,000) AND NEPA GIVES ($10,000). | $16,000 |
| SCRANTON COUNSELING CENTER | ||||||
| 329 CHERRY ST | SCRANTON | PA | 18505 | PUBLIC | FOR THE PURPOSE OF SCRANTON COUNSELING CENTER FAMILY-BASED THERAPY PARENT & CHILD CURRICULUM MATERIALS. | $2,250 |
| SCRANTON PUBLIC LIBRARY | ||||||
| 500 VINE ST | SCRANTON | PA | 18510 | PUBLIC | FOR THE PURPOSE OF THE NANCY KAY HOLMES BRANCH LIBRARY ACCESSIBILITY PROJECT. | $10,000 |
| SCRANTON UNICO CHAPTER | ||||||
| 817 PARKVIEW RD | MOSCOW | PA | 18444 | PUBLIC | FOR THE PURPOSE OF THE UNICO NATIONAL SCRANTON CHAPTER & CPT, JAMES R. MINICOZZI MEMORIAL RACE. | $8,000 |
| SEEDS OF NORTHEASTERN PENNSYLVANIA | ||||||
| 1030 MAIN ST | HONESDALE | PA | 18431 | PUBLIC | FOR THE PURPOSE OF A GRANT REFUND FOR UNUSED FUNDS. | -$548 |
| SKILLS IN SCRANTON BUSINESS EDUCATION PARTNERSHIP | ||||||
| 222 MULBERRY ST | SCRANTON | PA | 18501 | PUBLIC | FOR THE PURPOSE OF SKILLS IN SCRANTON BUSINESS EDUCATION PARTNERSHIP OPERATIONAL SUPPORT. | $15,000 |
| SPRING HILL FOUNDATION | ||||||
| 500 KENNEDY CREEK RD | NORTH ABINGTON TOWNSHI | PA | 18414 | PUBLIC | FOR THE PURPOSE OF ADULT AND YOUTH ENVIRONMENTAL-BASED EDUCATIONAL PROGRAMMING. | $5,500 |
| ST CATS AND DOGS OF SCRANTON | ||||||
| 1900 EAST GIBSON ST | SCRANTON | PA | 18510 | PUBLIC | FOR THE PURPOSE OF ST. CATS AND DOGS OPERATIONAL SUPPORT. | $10,000 |
| TELESPOND SENIOR DAY SERVICES INC | ||||||
| 1200 SAGINAW ST | SCRANTON | PA | 18505 | PUBLIC | FOR THE PURPOSE OF ENDING THE SILENT STRUGGLE: HELPING OLDER ADULTS END ISOLATION AND RECEIVE HELP WITH AFFORDABLE DAY CENTER CARE. | $25,000 |
| TEMPLE ISRAEL OF SCRANTON | ||||||
| 918 E GIBSON ST | SCRANTON | PA | 18510 | PUBLIC | FOR THE PURPOSE OF COMMUNITY DINNERS AND CEMETERY MAINTENANCE. | $49,515 |
| THE ARC OF NORTHEASTERN PA | ||||||
| 115 MEADOW AVE | SCRANTON | PA | 18505 | PUBLIC | FOR THE PURPOSE OF THE ARC RECREATION (SUMMER CAMP EXPERIENCE) EDUCATIONAL PROJECTS AND PROGRAMMING. | $3,000 |
| THE BOROUGH OF DICKSON CITY | ||||||
| 901 ENTERPRISE ST | DICKSON CITY | PA | 18519 | PUBLIC | FOR THE PURPOSE OF THE DICKSON CITY BOROUGH VETERANS OF FOREIGN WARS (VFW) MEMORIAL PARK MONUMENT AND PICNIC GROVE PROJECT. | $50,000 |
| THE GREATER WILKES-BARRE CHAMBER OF BUSINESS & INDUSTRY | ||||||
| 7 S MAIN ST 3RD FLOOR SUITE 4 | WILKESBARRE | PA | 18711 | PUBLIC | FOR THE PURPOSE OF THE WILKES-BARRE CONNECT HONOR PROGRAM. | $6,000 |
| THE GREENHOUSE PROJECT | ||||||
| 200 ARTHUR AVE | SCRANTON | PA | 18510 | PUBLIC | FOR THE PURPOSE OF EMPOWERED EATING PLANTS. | $2,000 |
| THE HUMANE SOCIETY OF WYOMING COUNTY INC | ||||||
| 231 ORCHARD DRIVE | FALLS | PA | 18615 | PUBLIC | FOR THE PURPOSE OF THE HUMANE SOCIETY OF WYOMING COUNTY 2023 SPRAY/NEUER PROGRAM GRANT. | $3,000 |
| THE INSTITUTE | ||||||
| 169 NORTH PENNSYLVANIA AVE | WILKESBARRE | PA | 18701 | PUBLIC | FOR THE PURPOSE OF THE INSTITUTE OPERATIONAL SUPPORT. | $12,000 |
| THE WRIGHT CENTER FOR COMMUNITY HEALTH | ||||||
| 501 S WASHINGTON AVE SUITE 1000 | SCRANTON | PA | 18505 | PUBLIC | FOR THE PURPOSE OF THE HELPING MOMS OUT OF POVERTY PROJECT - WILL PROVIDE CONTINUED FINANCIAL ASSISTANCE TO HELP PARTICIPANTS WITH INTIAL COSTS (SECURITY AND RENT) AND UTILITY BILLS, HELPING MOMS SECURE A SAFE APARTMENT, MAINTAIN THEIR RECOVERY, AND BUILD A BETTER LIFE. | $8,000 |
| TREATMENT COURT ADVOCACY CENTER OF LACKAWANNA COUNTY | ||||||
| 212 FRONT ST | CLARKS SUMMIT | PA | 18411 | PUBLIC | FOR THE PURPOSE OF TREATMENT COURT ADVOCACY CENTER OF LACKAWANNA COUNTY VETERANS RECOVERY PROJECT OPERATIONAL SUPPORT. | $20,000 |
| TRUE FRIENDS ANIMAL WELFARE CENTER | ||||||
| 16332 STATE ROUTE 706 | MONTROSE | PA | 18801 | PUBLIC | FOR THE PURPOSE OF TRUE FRIENDS OPERATIONAL SUPPORT. | $10,000 |
| TRUST FOR PUBLIC LAND | ||||||
| 1608 WALNUT ST SUITE 302 | PHILADELPHIA | PA | 19103 | PUBLIC | FOR THE PURPOSE OF THE JOHN G. WHITTIER ELEMENTARY GREEN COMMUNITY SCHOOLYARD. | $12,000 |
| UNITED NEIGHBORHOOD CENTERS OF NEPA | ||||||
| 425 ALDER ST | SCRANTON | PA | 18505 | PUBLIC | FOR THE PURPOSE OF EMERGENCY FOOD ASSISTANCE. | $10,000 |
| VALHALLA VETERANS SERVICES | ||||||
| 2754 JACKSON ST | SCRANTON | PA | 18509 | PUBLIC | FOR THE PURPOSE OF VALHALLA VETERANS SERVICES OPERATIONAL SUPPORT. | $20,000 |
| VALLEY YOUTH HOUSE | ||||||
| 3400 HIGH POINT BLVD | BETHLEHEM | PA | 18017 | PUBLIC | FOR THE PURPOSE OF FOSTERING ECONOMIC INDEPENDENCE THROUGH HOUSING AND SUPPORTIVE SERVICES FOR YOUTH EXPERIENCING HOMELESSNESS IN LACKAWANNA COUNTY. | $10,000 |
| WARRIOR STRONG INC | ||||||
| 311 ADAMS AVE | SCRANTON | PA | 18503 | PUBLIC | FOR THE PURPOSE OF THE VETERANS INCLUSIVE PROGRAM. | $6,000 |
| WOMEN'S RESOURCE CENTER | ||||||
| PO BOX 975 | SCRANTON | PA | 18501 | PUBLIC | FOR THE PURPOSE OF WRC OPERATIONAL SUPPORT. | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $890,217 | 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 | $48 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $668,119 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $244,303 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $912,470 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $912,470 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | THE FOUNDATION WAS REQUIRED TO LIQUIDATE INVESTMENTS TO RAISE LIQUID FUNDS FOR DISTRIBUTION, THE RESULT WAS A GAIN OF $244,303. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,623 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | ORGANIZATION IS NOT REQUIRED TO FILE WITH THE STATE | ExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $14,732,044 | BookValueAmt |
| EOYFMV | $16,015,991 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $4,688 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,688 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TRUST FEES | $32,770 | $32,770 | $0 |
| HEADQUARTERS EXPENSES | $11,793 | $0 | $0 |
| OTHER EXPENSES | $1,305 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADMINISTRATION FEES | CategoryTxt |
| Amt | $42,163 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $42,163 | DisbursementsCharitablePrpsAmt |