ROSENBERG CHARITABLE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ROSENBERG CHARITABLE FOUNDATION (EIN 23-3074423)
- Tax period
- 2022-02-01 to 2023-01-31
- Filed
- 2023-06-14
- IRS object ID
- 202321659349100207
- Schema version
- 2022v5.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-06-14T08:02:05-04:00 | ReturnTs |
| Tax Period End | 2023-01-31 | 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 | 2022-02-01 | 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 | 2023-06-12 | 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 | 2023-06-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $444,201 | 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 | $10,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,303 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,303 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $21,650 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,650 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,931 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $218,524 | GrossSalesPriceAmt |
| Total Rev And Expnss | $45,884 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $24,953 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,050 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $409 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $1,459 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $58,664 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $58,664 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $60,123 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $58,664 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$14,239 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $24,953 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $11,449 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,089 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,089 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $398,386 | CorporateStockBOYAmt |
| Corporate Stock EOY | $429,036 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $437,112 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $40,120 | CorporateBondsBOYAmt |
| Total Assets BOY | $449,955 | TotalAssetsBOYAmt |
| Total Assets EOY | $436,125 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $444,201 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $5,390 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $5,799 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $5,390 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,799 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $444,565 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $430,326 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $444,565 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $430,326 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $449,955 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $436,125 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $444,565 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$14,239 | ExcessRevenueOverExpensesAmt |
| Subtotal | $430,326 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $430,326 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $347 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $347 | SubtotalAmt |
| Tax Based On Investment Income | $347 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $347 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT ROSENBERG | ||||||||
| 20 FOREST GLEN CIRCLE | DALTON | PA | 18414 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| MARGERY ROSENBERG | ||||||||
| 901 VISTA TRELAGO WAY | MAITLAND | FL | 32751 | SECRETARY | 3.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
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 | $451,932 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,472 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $460,404 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $460,404 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,906 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $453,498 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $22,675 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $22,675 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $347 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $347 | TotalTaxAmt |
| Distributable Before Adj | $22,328 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $22,328 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $22,328 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $58,664 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $58,664 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $22,328 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $3,939 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,313 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $6,092 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $52,379 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $65,723 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $58,664 | QualifyingDistributionsAmt |
| Applied To Current Year | $22,328 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $36,336 | RemainingDistriFromCorpusAmt |
| Total Corpus | $102,059 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $3,939 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $98,120 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,313 | ExcessFromYear4Amt |
| Excess From Year2 | $6,092 | ExcessFromYear2Amt |
| Excess From Year1 | $52,379 | ExcessFromYear1Amt |
| Excess From Current Year | $36,336 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (67 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 | $7,026 |
| ALZHEIMER'S ASSOCIATION | ||||||
| 57 NORTH FRANKLIN STREET | WILKES BARRE | PA | 18701 | N/A | PROGRAM SERVICES | $100 |
| AMERICAN FRIENDS OF MAGEN DAVID | ||||||
| 20 W 36TH STREET | NEW YORK | NY | 10018 | N/A | PROGRAM SERVICES | $100 |
| AMERICAN HEART ASSOCIATION | ||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | N/A | PROGRAM SERVICES | $100 |
| AMERICAN RED CROSS | ||||||
| 27 NORTH MAIN STREET | CARBONDALE | PA | 18407 | N/A | PROGRAM SERVICES | $2,000 |
| ARTHRITIS FOUNDATION | ||||||
| 1355 PEACHTREE ST NE | ATLANTA | GA | 30309 | N/A | PROGRAM SERVICES | $50 |
| 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 |
| BRUCE SHOENBERG FOUNDATION | ||||||
| 310 SOUTH BLAKELY STREET | DUNMORE | PA | 18512 | N/A | PROGRAM SERVICES | $150 |
| CAMP LILAC | ||||||
| 3583 INGLESIDE ROAD | CLEVELAND | OH | 44122 | N/A | PROGRAM SERVICES | $36 |
| CEDAR CREST COLLEGE | ||||||
| 100 COLLEGE DRIVE | ALLENTOWN | PA | 18104 | N/A | PROGRAM SERVICES | $100 |
| COLIN STRONG | ||||||
| 2646 WINDWOOD WAY | ROYAL PALM BEACH | FL | 33411 | N/A | PROGRAM SERVICES | $200 |
| CONGREGATION OHEV SHALOM | ||||||
| 613 CONCOURSE PARKWAY | MAITLAND | FL | 32751 | N/A | PROGRAM SERVICES | $1,776 |
| ELAN GARDENS | ||||||
| 465 VENARD ROAD | SOUTH ABINGTON TWP | PA | 18411 | N/A | PROGRAM SERVICES | $1,800 |
| EVERHART MUSEUM | ||||||
| 1901 MULBERRY STREET | SCRANTON | PA | 18510 | N/A | PROGRAM SERVICES | $50 |
| FEEDING AMERICA | ||||||
| PO BOX 96749 | WASHINGTON | DC | 20090 | N/A | PROGRAM SERVICES | $50 |
| FRIENDS OF JCC KRAKOW | ||||||
| 74 LAFAYETTE AVENUE | SUFFERN | NY | 10901 | N/A | PROGRAM SERVICES | $500 |
| JEWISH CENTER ALLIANCE | ||||||
| 8505 SAN JOSE BLVD | JACKSONVILLE | FL | 32217 | N/A | PROGRAM SERVICES | $54 |
| JEWISH COMMUNITY CENTER | ||||||
| 601 JEFFERSON AVENUE | SCRANTON | PA | 18510 | N/A | PROGRAM SERVICES | $2,000 |
| JEWISH DISCOVERY CENTER | ||||||
| 210 MILLER ROAD | CLARKS SUMMIT | PA | 18411 | N/A | PROGRAM SERVICES | $100 |
| JEWISH FAMILY SERVICE | ||||||
| 615 JEFFERSON AVENUE | SCRANTON | PA | 18510 | N/A | PROGRAM SERVICES | $500 |
| 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 | $1,600 |
| 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 | $584 |
| JEWISH HOME OF EASTERN PA | ||||||
| 1101 VINE STREET | SCRANTON | PA | 18503 | N/A | PROGRAM SERVICES | $198 |
| JEWISH PAVILION ORLANDO | ||||||
| 515 DELANEY AVENUE | ORLANDO | FL | 32801 | N/A | PROGRAM SERVICES | $280 |
| KLEINLIFE | ||||||
| 10100 JAMISON AVENUE | PHILADELPHIA | PA | 19116 | N/A | PROGRAM SERVICES | $500 |
| KRISTYN KROMKO FUND | ||||||
| 410 SUMMIT AVENUE | CLARKS SUMMIT | PA | 18411 | N/A | PROGRAM SERVICES | $750 |
| LACKAWANNA BLIND ASSOCIATION | ||||||
| 228 ADAMS AVENUE | SCRANTON | PA | 18503 | N/A | PROGRAM SERVICES | $50 |
| LACKAWANNA PRO BONO | ||||||
| 233 PENN AVENUE | SCRANTON | PA | 18503 | N/A | PROGRAM SERVICES | $550 |
| LAWN COMMUNITY CENTER | ||||||
| 5554 MAIN STREET | FORT LAWN | SC | 29714 | N/A | PROGRAM SERVICES | $350 |
| LUSTGARDEN FOUNDATION | ||||||
| 415 CROSSWAYS PARK | WOODBURY | NY | 11797 | N/A | PROGRAM SERVICES | $25 |
| MACULAR DEGENERATION | ||||||
| PO BOX 515 | NORTHAMPTON | MA | 01061 | N/A | PROGRAM SERVICES | $150 |
| MARCH OF DIMES | ||||||
| 1550 CRYSTAL DRIVE | ARLINGTON | VA | 22202 | N/A | PROGRAM SERVICES | $75 |
| MAYO CLINIC JACKSONVILLE | ||||||
| 7826 OZARK DRIVE | JACKSONVILLE | FL | 32256 | N/A | PROGRAM SERVICES | $1,000 |
| MAZON | ||||||
| 10850 WILSHIRE BLVD | LOS ANGELES | CA | 90024 | N/A | PROGRAM SERVICES | $108 |
| MITZVAH CIRCLE | ||||||
| 2562 BLVD OF THE GENERAL | NORRISTOWN | PA | 19403 | N/A | PROGRAM SERVICES | $36 |
| NEMOURS CHILDRENS HOSPITAL | ||||||
| 1600 ROCKLAND ROAD | WILMINGTON | DE | 19803 | N/A | PROGRAM SERVICES | $50 |
| OHEB ZEDEK | ||||||
| 118 W 65TH STREET | NEW YORK | NY | 10025 | N/A | PROGRAM SERVICES | $72 |
| OHEV SHALOM | ||||||
| 2 CHESTER ROAD | WALLINGFORD | PA | 19086 | N/A | PROGRAM SERVICES | $125 |
| PARALYZED VETERANS OF AMERICA | ||||||
| 801 EIGHTEENTH STREET | WASHINGTON | DC | 20006 | N/A | PROGRAM SERVICES | $25 |
| PARKINSONS FOUNDATION | ||||||
| 800 SPRUCE STREET | PHILADELPHIA | PA | 19107 | N/A | PROGRAM SERVICES | $1,050 |
| PHILHARMONIC SOCIETY OF NEPA | ||||||
| 195 HANOVER STREET | WILKESBARRE | PA | 18702 | N/A | PROGRAM SERVICES | $200 |
| PROSTATE CANCER FOUNDATION | ||||||
| 1250 4TH STREET | SANTA MONICA | CA | 90401 | N/A | PROGRAM SERVICES | $100 |
| R JIL FOUNDATION | ||||||
| 1836 EAST 15TH STREET | BROOKLYN | NY | 11229 | N/A | PROGRAM SERVICES | $250 |
| RABBIS DISCRETIONARY FUND | ||||||
| 7612 OLD OX ROAD | FAIRFAX STATION | VA | 22039 | N/A | PROGRAM SERVICES | $500 |
| REHOBOTH BEACH FIRE CO | ||||||
| 219 REHOBOTH AVE | REHOBOTH BEACH | DE | 19971 | N/A | PROGRAM SERVICES | $100 |
| SALVATION ARMY | ||||||
| 499 SCRANTON CARBONDALE | EYNON | PA | 18403 | N/A | PROGRAM SERVICES | $25 |
| SCRANTON CULTURAL CENTER | ||||||
| 420 N WASHINGTON AVENUE | SCRANTON | PA | 18503 | N/A | PROGRAM SERVICES | $500 |
| ST JUDES CHILDRENS HOSPITAL | ||||||
| 387 E SOUTH STREET | WILKES BARRE | PA | 18702 | N/A | PROGRAM SERVICES | $100 |
| ST STANISLAUS | ||||||
| 529 EAST LOCUST STREET | SCRANTON | PA | 18205 | N/A | PROGRAM SERVICES | $25 |
| TEMPLE HESED | ||||||
| 1 KNOX ROAD | SCRANTON | PA | 18505 | N/A | PROGRAM SERVICES | $54 |
| TELSHE YESHIVA | ||||||
| 28400 EUCLID AVENUE | WICKLIFFE | OH | 44092 | N/A | PROGRAM SERVICES | $108 |
| TEMPLE ISRAEL | ||||||
| 918 EAST GIBSON STREET | SCRANTON | PA | 18510 | N/A | PROGRAM SERVICES | $7,048 |
| THE ARC NEPA | ||||||
| 115 MEADOW AVENUE | SCRANTON | PA | 18505 | N/A | PROGRAM SERVICES | $1,775 |
| UNITED JEWISH CAMPAIGN | ||||||
| 601 JEFFERSON AVENUE | SCRANTON | PA | 18503 | N/A | PROGRAM SERVICES | $11,600 |
| UNITED WAY OF LACKAWANNA | ||||||
| 615 JEFFERSON AVENUE | SCRANTON | PA | 18510 | N/A | PROGRAM SERVICES | $1,000 |
| USCJ | ||||||
| 3080 BROADWAY SUITE B208 | NEW YORK | NY | 10027 | N/A | PROGRAM SERVICES | $85 |
| 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 |
| VARIOUS CHARITIES | ||||||
| VARIOUS ADDRESSES | DALTON | PA | 18414 | N/A | PROGRAM SERVICES | $25 |
| INTERNATIONAL FELLOWSHIP OF JEWS | ||||||
| 303 EAST WACKER DRIVE | CHICAGO | IL | 60601 | N/A | PROGRAM SERVICES | $5,000 |
| WAVERLY COMMUNITY HOUSE | ||||||
| 1115 N ABINGTON ROAD | WAVERLY | PA | 18471 | N/A | PROGRAM SERVICES | $100 |
| WEINBERG FOOD PANTRY | ||||||
| 185 RESEARCH DRIVE | PITTSTON | PA | 18640 | N/A | PROGRAM SERVICES | $100 |
| WORLD JEWISH CONGRESS | ||||||
| 501 MADISON AVENUE | NEW YORK | NY | 10020 | N/A | PROGRAM SERVICES | $108 |
| WYOMING SEMINARY | ||||||
| 201 N SPRAGUE AVENUE | KINGSTON | PA | 18704 | N/A | PROGRAM SERVICES | $2,635 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $58,664 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,303 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,650 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 26 | ExclusionCd |
| Exclusion | $10,931 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $35,884 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $35,884 | 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 | $10,000 | 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 | $1,050 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (13 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| EATON VANCE TAX MANAGED, 228.284 SH | 2018-11 | PURCHASE | 2002-02 | $20,000 | $12,403 | $7,597 |
| EAGLE POINT CREDIT, 249 SH | 2016-10 | PURCHASE | 2022-02 | $6,225 | $6,225 | |
| GASLOG, 25 SH | 2017-03 | PURCHASE | 2022-03 | $25,000 | $25,000 | |
| BANK AMERICA CORP, 400 SH | 2022-03 | PURCHASE | 2022-07 | $7,419 | $8,545 | -$1,126 |
| ENTERPRISE FINL SERVICES, 1,000 SH | 2022-02 | PURCHASE | 2022-07 | $19,095 | $22,075 | -$2,980 |
| PNC FINL SERVICES, 10,000 SH | 2011-07 | PURCHASE | 2022-07 | $9,750 | $10,178 | -$428 |
| DEP SHARES, 5,000 SH | 2011-10 | PURCHASE | 2022-07 | $4,875 | $4,943 | -$68 |
| SILVERGATE CAP CORP, 200 SH | 2021-08 | PURCHASE | 2022-07 | $3,197 | $4,891 | -$1,694 |
| GROWTH FUND OF AMERICA, 1,151.673 SH | 2017-08 | PURCHASE | 2022-07 | $53,000 | $52,539 | $461 |
| WASHINGTON MUTUAL INVESTORS, 424.929 | 2017-08 | PURCHASE | 2022-07 | $21,000 | $18,474 | $2,526 |
| FIRST TRUST DJ GLOBAL, 2,149 SH | 2020-12 | PURCHASE | 2022-09 | $22,928 | $22,385 | $543 |
| EATON VANCE TAX MANAGED, 316.982 SH | 2018-11 | PURCHASE | 2022-10 | $23,035 | $17,222 | $5,813 |
| GROWTH FUND OF AMERICA, 61.640 SH | 2019-08 | PURCHASE | 2022-12 | $3,000 | $2,713 | $287 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm |
|---|
| GASLOG, LTD. |
| PNC FINL SERVICES |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (26 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AGNC INVESTMENT CORP | $20,175 | $22,270 |
| BLACKROCK TECHNOLOGY | $20,624 | $12,697 |
| CHIMERA INVESTMENT CORP | $36,800 | $35,630 |
| COHEN & STEERS REIT FUND | $4,343 | $15,324 |
| COLONY NORTHSTAR INC. | $10,916 | $11,255 |
| EAGLE POINT CREDIT COMPANY INC | ||
| EATON VANCE | ||
| ELLINGTON FINANCIAL CORP | $21,505 | $21,920 |
| EPR PROPERTIES | $4,365 | $4,044 |
| FIRST TRUST DOW JONES | ||
| FIRST TRUST EXCHANGE | $16,416 | $19,168 |
| GAMING & LEISURE | $18,293 | $21,424 |
| GROWTH FUND OF AMERICA | $57,367 | $55,645 |
| HORIZON TECHNOLOGY | $12,080 | $11,900 |
| ISTAR, INC. | $25,005 | $25,100 |
| NEUBERGER BERMAN | $6,422 | $7,964 |
| PIMCO DYNAMIC | $13,625 | $10,295 |
| QVC | $18,345 | $14,860 |
| READY CAPITAL CORP | $10,109 | $10,004 |
| RITHM CAPITAL CORP. | $31,921 | $28,127 |
| SACHEM CAPITAL CORP | $7,085 | $6,600 |
| SCORPIO TANKERS | $7,493 | $7,425 |
| SILVERGATE | ||
| VERIZON COMMUNICATIONS | $10,000 | $8,888 |
| VIRTUS EQUITY & CONV. INCOME | $6,725 | $6,084 |
| WASHINGTON MUTUAL INVESTORS | $69,422 | $80,488 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO AFFILIATED ENTITY | Desc |
| BOY Book Value | $5,390 | BOYBookValueAmt |
| EOY Book Value | $5,799 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $409 | Amt |
Comments