BETA

ITLL DO FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
ITLL DO FOUNDATION (EIN 22-6760071)
Tax period
2021-09-01 to 2022-08-31
Filed
2023-01-24
IRS object ID
202320249349100412
Schema version
2021v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-01-24T15:07:29-06:00ReturnTs
Tax Period End2022-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN232174309PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1THOMAS M GILL & COBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1801 MAIN STREETAddressLine1Txt
CitySWOYERSVILLECityNm
State AbbreviationPAStateAbbreviationCd
ZIP187041227ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN226760071EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1IT'LL DO FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlITLLBusinessNameControlTxt
Phone5706932460PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1801 MAIN STAddressLine1Txt
CitySWOYERSVILLECityNm
State AbbreviationPAStateAbbreviationCd
ZIP18704ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARJORIE MARQUARTPersonNm
Person TitleADVISORPersonTitleTxt
Phone5706932460PhoneNum
Signature2023-01-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMARJORIEPersonFirstNm
Person LastMARQUARTPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRIAN GILLPreparerPersonNm
PTINP01247548PTIN
Phone5706932460PhoneNum
Preparation2023-01-16PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-03-07 01:45:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,511,188FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,199,207ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$41,810DividendsRevAndExpnssAmt
Dividends Net Invst Incm$41,810DividendsNetInvstIncmAmt
Dividends Adj Net Incm$41,810DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$47,254NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,359,923GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$47,254CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,288,271TotalRevAndExpnssAmt
Total Net Invst Incm$89,064TotalNetInvstIncmAmt
Total Adj Net Incm$41,810TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,800AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,800AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$40,427OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$40,427OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$602TaxesRevAndExpnssAmt
Taxes Net Invst Incm$602TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$42,829TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$42,829TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$250,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$250,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$292,829TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$42,829TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$250,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,995,442ExcessRevenueOverExpensesAmt
Net Investment Income$46,235NetInvestmentIncomeAmt
Adjusted Net Income$41,810AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$103,016CashBOYAmt
Cash EOY$103,016CashEOYAmt
Cash EOYFMV$103,016CashEOYFMVAmt
Other Investments BOY$2,431,067OtherInvestmentsBOYAmt
Other Investments EOY$4,405,672OtherInvestmentsEOYAmt
Other Investments EOYFMV$4,405,672OtherInvestmentsEOYFMVAmt
Other Assets BOY$2,500OtherAssetsBOYAmt
Other Assets EOY$2,500OtherAssetsEOYAmt
Other Assets EOYFMV$2,500OtherAssetsEOYFMVAmt
Total Assets BOY$2,536,583TotalAssetsBOYAmt
Total Assets EOY$4,511,188TotalAssetsEOYAmt
Total Assets EOYFMV$4,511,188TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$2,536,583RetainedEarningBOYAmt
Retained Earning EOY$4,511,188RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,536,583TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,511,188TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,536,583TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,511,188TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,536,583TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,995,442ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$4,532,025SubtotalAmt
Other Decreases$20,837OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,511,188TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MORGAN STANLEYP2021-09-012022-08-31$1,319,116$1,312,669$6,447$6,447
CAPITAL GAINS DIVIDENDSP$40,807$40,807$40,807
FieldValueIRS element (for citing)
Capital Gain Net Income$47,254CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$6,447NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$643InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$643SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$643TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,000TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$357OverpaymentAmt
Applied To ES Tax$357AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THOMAS M GILL AND COMPANYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5706932460PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1838 SHOEMAKER AVEAddressLine1Txt
CityWEST WYOMINGCityNm
State AbbreviationPAStateAbbreviationCd
ZIP18644ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARJORIE MARQUART
239 OLD RIVER RDWILKES BARREPA18701ADVISOR1.00$0$0$0
SCOTT MARTZ HENRY
239 OLD RIVER RDWILKES BARREPA18701ADVISOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,950,000AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,950,000TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,950,000AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$59,250CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,890,750NetVlNoncharitableAssetsAmt
Minimum Investment Return$194,538MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$194,538MinimumInvestmentReturnAmt
Tax Based On Investment Income$643TaxBasedOnInvestmentIncomeAmt
Total Tax$643TotalTaxAmt
Distributable Before Adj$193,895DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$193,895DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$193,895DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$250,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$250,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$193,895DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$4,411ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$14,028ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$45,504ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$57,450ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$121,393TotalExcessDistributionCyovAmt
Qualifying Distributions$250,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$193,895AppliedToCurrentYearAmt
Remaining Distri From Corpus$56,105RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$177,498TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$177,498ExcessDistriCyovToNextYrAmt
Excess From Year4$4,411ExcessFromYear4Amt
Excess From Year3$14,028ExcessFromYear3Amt
Excess From Year2$45,504ExcessFromYear2Amt
Excess From Year1$57,450ExcessFromYear1Amt
Excess From Current Year$56,105ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMARJORIE MARQUARTContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN FOUNDATION FOR SUICIDE PREVENTION
117 GHANER DRIVESTATE COLLEGEPA16803NONEPUBLICGENERAL$10,000
BACK MOUNTAIN FOOD PANTRY
40 KNOB HILL RDTRUCKSVILLEPA18702NONEPUBLICGENERAL$10,000
BACK MOUNTAIN MEMORIAL LIBRARY
96 HUNTSVILLE RDSHAVERTOWNPA18708NONEPUBLICGENERAL PURPOSE$10,000
CASA OF LUZERNE COUNTY
667 S RIVER STWILKES BARREPA18701NONEPUBLICGENERAL$10,000
CATHERINE MCAULEY HOUSE
121 CHURCH STPLYMOUTHPA18651NONEPUBLICGENERAL$5,000
CHILDREN SERVICE CENTER
1 FRANKLIN STWILKES BARREPA18702NONEPUBLICGENERAL$5,000
FAMILY SERVICE ASSOCIATION
32 WEST MARKET STWILKES BARREPA18702NONEPUBLICGENERAL$5,000
GEISINGER HOSPITAL - HENRY PLEDGE
100 N ACADEMY AVEDANVILLEPA17822NONEPUBLICGENERAL$150,000
MARTZ AMERICAN CANCER SOCIETY GOLF TOURNAMENT
239 OLD RIVER RDWILKES BARREPA18702RELATEDPUBLICGENERAL PURPOSE$20,000
SALVATION ARMY
17 S PA AVENUEWILKES BARREPA18701NONEPUBLICGENERAL$10,000
THE WOMEN WITH CHILDREN PROGRAM COLLEGE MISERCORDIA
301 LAKE STDALLASPA18612NONEPUBLICGENERAL$5,000
WILKES BARRE YMCA
10 ROUSHEY STWILKES BARREPA18701NONEPUBLICGENERAL$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$250,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$41,810ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$47,254ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$89,064ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$89,064TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3INVESTMENT INCOME PRODUCED IS DISTRIBUTED AS CHARITABLE CONTATIONS
4INVESTMENT INCOME PRODUCED IS DISTRIBUTED AS CHARITABLE CONTATIONS
8INVESTMENT INCOME PRODUCED IS DISTRIBUTED AS CHARITABLE CONTATIONS

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1FRANK M HENRY CHARITABLE LEAD TRUSTBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1239 OLD RIVER RDAddressLine1Txt
CityWILKES BARRECityNm
State AbbreviationPAStateAbbreviationCd
ZIP18702ZIPCd
FieldValueIRS element (for citing)
Total Contributions$2,199,207TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,800Amt
Net Investment Income$1,800NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
FIDELITY INVESTMENTSAT COST$2,726,769$2,726,769
MORGAN STANLEYAT COST$1,678,903$1,678,903

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescPREPAID TAXESDesc
BOY Book Value$2,500BOYBookValueAmt
EOY Book Value$2,500EOYBookValueAmt
EOYFMV$2,500EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINS AND APPRECIATIONDesc
Amt$20,837Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryASSET MANAGEMENT FEESCategoryTxt
Amt$40,427Amt
Net Investment Income$40,427NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXESCategoryTxt
Amt$602Amt
Net Investment Income$602NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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