ROBERT H SPITZ FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT H SPITZ FOUNDATION (EIN 47-2589350)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202303199349107550
- 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
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T15:52:51-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | MCGRAIL MERKEL QUINN & 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 | 2022-01-01 | 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 | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | FRANK | PersonFirstNm |
| Person Last | MCGRATH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHANIE MIHAL CPA | PreparerPersonNm |
| PTIN | P01250896 | PTIN |
| Phone | 5709610345 | PhoneNum |
| Preparation | 2023-11-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $14,561,099 | 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 | $42 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $42 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $861,504 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $861,504 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$480,324 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,464,308 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $381,222 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $861,546 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $30,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,094 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,094 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,506 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $49,835 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $49,835 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $58,326 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $11 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $43,181 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $33,086 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $188,953 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $33,086 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $53,929 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $819,985 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $819,985 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,008,938 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $33,086 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $873,914 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$627,716 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $828,460 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $279,620 | CashBOYAmt |
| Cash EOY | $159,769 | CashEOYAmt |
| Cash EOYFMV | $159,769 | CashEOYFMVAmt |
| Corporate Stock BOY | $356,514 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| 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 | $14,903,671 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $14,752,320 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $14,231,841 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $15,709,294 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,081,578 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,561,099 | 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 | $15,709,294 | RetainedEarningBOYAmt |
| Retained Earning EOY | $15,081,578 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,709,294 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,081,578 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,709,294 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,081,578 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,709,294 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$627,716 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $15,081,578 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,081,578 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (21 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| FIDELITY ADVISOR REAL | D | $437,675 | $406,492 | $31,183 | $31,183 |
| PRINCIPAL SPECTRUM PRFFRD | D | $94,185 | $101,027 | -$6,842 | -$6,842 |
| T ROWE PRICE QM US SMALL | D | $113,106 | $123,505 | -$10,399 | -$10,399 |
| PUTNAM ULTRA SHORT | D | $93,068 | $93,441 | -$373 | -$373 |
| MFS MID CAP GROWTH FD | D | $195,000 | $165,684 | $29,316 | $29,316 |
| BNY MELLON SMALL MID CP | D | $88,250 | $129,467 | -$41,217 | -$41,217 |
| T ROWE PRICE BLUE CHIP | D | $300,000 | $255,191 | $44,809 | $44,809 |
| PIMCO LOW DURATION | D | $190,808 | $200,889 | -$10,081 | -$10,081 |
| PIMCO LOW DURATION | D | $9,192 | $9,324 | -$132 | -$132 |
| BLACK ROCK GLOBAL | D | $10,622 | $9,951 | $671 | $671 |
| BLACK ROCK MID CAP GROWTH | D | $117,000 | $95,933 | $21,067 | $21,067 |
| BLACK ROCK GLOBAL | D | $173,188 | $199,566 | -$26,378 | -$26,378 |
| MFS INTERNATIONAL DIVER | D | $70,763 | $69,057 | $1,706 | $1,706 |
| T. ROWE PRICE COMM | D | $125,743 | $117,065 | $8,678 | $8,678 |
| T. ROWE PRICE COMM | D | $45,795 | $50,000 | -$4,205 | -$4,205 |
| BLACKROCK TECHNOLOGY | D | $25,372 | $20,910 | $4,462 | $4,462 |
| MORGAN STANLEY | D | $189,342 | $521,243 | -$331,901 | -$331,901 |
| BLACKROCK INNOVATION | D | $166,135 | $343,971 | -$177,836 | -$177,836 |
| BLACKROCK INNOVATION | D | $14,445 | $19,430 | -$4,985 | -$4,985 |
| KYNDRYL HOLDING INCORP | D | $2,386 | $10,697 | -$8,311 | -$8,311 |
| ORGANON AND CO REG SHS | D | $2,233 | $1,789 | $444 | $444 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$480,324 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,516 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,516 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,516 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $34,000 | 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 | $34,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $14 | EsPenaltyAmt |
| Overpayment | $22,470 | OverpaymentAmt |
| Applied To ES Tax | $22,470 | 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 (4 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 | ||||||||
| 615 JEFFERSON AVENUE SUITE 102 | SCRANTON | PA | 18510 | TRUSTEE | 1.00 | $7,500 | $0 | $0 |
| FRANK MCGRATH | ||||||||
| 615 JEFFERSON AVENUE SUITE 102 | SCRANTON | PA | 18510 | TRUSTEE | 1.00 | $7,500 | $0 | $0 |
| JED RUBENFELD | ||||||||
| 615 JEFFERSON AVENUE SUITE 102 | SCRANTON | PA | 18510 | TRUSTEE | 1.00 | $7,500 | $0 | $0 |
| DIANA HOLDRIDGE | ||||||||
| 615 JEFFERSON AVENUE SUITE 102 | SCRANTON | PA | 18510 | TRUSTEE | 1.00 | $7,500 | $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 | $15,837,466 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $264,409 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $169,489 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,271,364 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,271,364 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $244,070 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,027,294 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $801,365 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $801,365 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,516 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,516 | TotalTaxAmt |
| Distributable Before Adj | $789,849 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $789,849 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $789,849 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $873,914 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $873,914 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $789,849 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $137,016 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $88,751 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $143,731 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $369,498 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $873,914 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $789,849 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $84,065 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $453,563 | 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 | $453,563 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $137,016 | ExcessFromYear3Amt |
| Excess From Year2 | $88,751 | ExcessFromYear2Amt |
| Excess From Year1 | $143,731 | ExcessFromYear1Amt |
| Excess From Current Year | $84,065 | 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 (65 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ADOPT A BOXER RESCUE | ||||||
| PO BOX 154 | OLYPHANT | PA | 18447 | PUBLIC | FOR THE PURPOSE OF "THE PUPPY MILL PROJECT" | $10,000 |
| ADOPT A SINGLE MOTHER PROJECT | ||||||
| 1200 WEST GROVE ST | CLARKS SUMMIT | PA | 18411 | PUBLIC | FOR THE PURPOSE OF THE HOMEOWNER INITIATIVE | $10,000 |
| AMERICAN RED CROSS | ||||||
| 3 W OLIVE ST | SCRANTON | PA | 18508 | PUBLIC | FOR THE PURPOSE OF SERVICES TO THE ARMED FORCES. | $5,000 |
| 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 | $10,000 |
| BOYS & GIRLS CLUB OF NORTHEASTERN PA | ||||||
| 609 ASH STREET | SCRANTON | PA | 18510 | PUBLIC | FOR THE PURPOSE OF SHUTTLE PROGRAM | $10,000 |
| BREAD BASKET OF NORTHEAST PENNSYLVANIA | ||||||
| 550 MADISON AVENUE | SCRANTON | PA | 18510 | PUBLIC | FOR THE PURPOSE OF FOOR STORAGE SUPPORT | $5,000 |
| CAMP FREEDOM | ||||||
| 284 NUMBER 7 ROAD | CARBONDALE | PA | 18407 | PUBLIC | FOR THE PURPOSE OF MECHANICAL STAFF AND EQUIPMENT | $10,000 |
| CATHERINE MCAULEY CENTER | ||||||
| 430 PITTSTON AVE | SCRANTON | PA | 18505 | PUBLIC | FOR THE PURPOSE OF FAMILY SUPPORT PROGRAM FOR THE PREVENTION OF HOMELESSNESS | $5,000 |
| CATHOLIC SOICAL SERVICES OF THE DICOESE OF SCRANTON | ||||||
| 504 PENN AVE | SCRANTON | PA | 18509 | PUBLIC | FOR THE PURPOSE OF ST JAMES MANOR AND ST. ANTHONY'S HAVEN HOMELESS SHELTER REHABILITALTION. | $30,000 |
| CHABAD OF THE ABINGTONS | ||||||
| 831 MADISON AVE | SCRANTON | PA | 18510 | PUBLIC | FOR THE PURPOSE OF CAPITAL PROJECT EXPANSION | $35,000 |
| COMMISSION ON ECONOMIC OPPORTUNITY | ||||||
| 165 AMBER LANE | WILKES BARRE | PA | 18702 | PUBLIC | FOR THE PURPOSE OF WEINBERG REGIONAL FOOD BANK EXPANSION | $20,000 |
| COUNTRYSIDE CONSERVANCY | ||||||
| COLLEGE AVE | LA PLUME | PA | 18440 | PUBLIC | FOR THE PURPOSE OF PECK PRESERVE | $10,000 |
| DELAWARE RIVER NETWORK | ||||||
| 925 CANAL STREET 3701 | BRISTOL | PA | 19007 | PUBLIC | FOR THE PURPOSE OF WATCH DOGGING WAREHOUSE PROPOSALS IN THE POCONO REGION AND EDUCATING COMMUNITIES WITH INFORMATION TO PROTECT PRISTINE STREAMS AND FOREST FROM SPECTACULAR HARM. | $5,000 |
| DRESS FOR SUCCESS | ||||||
| 431 N 7TH AVE | SCRANTON | PA | 18503 | PUBLIC | FOR THE PURPOSE OF DRESS FOR SUCCESS LACKAWANNA WORKFORCE DEVELOPMENT SUPPORT | $10,000 |
| EARTH CONSERVANCY | ||||||
| 101 SOUTH MAIN STREET | ASHLEY | PA | 18706 | PUBLIC | FOR THE PURPOSE OF LUZURNE COUNTY ANIMAL RESPONSE TEAM OPERATIONAL SUPPORT | $10,000 |
| ELECTRIC CITY STEEL DRUM PROJECT | ||||||
| 300 LACKAWANNA AVE | SCRANTON | PA | 18503 | PUBLIC | FOR THE PURPOSE OF NEPA FAITHS FOR THE ENVIRONMENT: ENGAGING NORTHEASTERN PENNSYLVANIA FAITH LEADERS AND COMMUNITIES IN ENVIRONMENTAL EDUCATION AND ACTION. | $4,000 |
| EQUINES FOR FREEDOM | ||||||
| 2150 PORT ROYAL RD | CLARKS SUMMIT | PA | 18411 | PUBLIC | FOR THE PURPOSE OF EQUINES FOR FREEDOM EMDR THERAPY | $7,500 |
| FAMILY PROMISE OF MONROE COUNTY | ||||||
| 815 SMITH STREET | SCRANTON | PA | 18504 | PUBLIC | FOR THE PURPOSE OF NEIGHBORWORKS NORTHEASTERN PENNSYLVANIA NAVIGATOR POSITION | $7,500 |
| FAMILY SERVICE ASSOICATION OF NORTHEASTERN PENNSYLVANIA | ||||||
| 31 WEST MARKET STREET | WILKES BARRE | PA | 18701 | PUBLIC | FOR THE PURPOSE OF PA 211 NE/HELP LINE. | $5,000 |
| GAIT TRC | ||||||
| 314 FOSTER HILL ROAD | MILFORD | PA | 18337 | PUBLIC | FOR THE PURPOSE OF GAIT TRC - VETERAN EQUINE ASSISTED LEARNING OUTREACH | $4,000 |
| GOODWILL INDUSTRIES OF NEPA | ||||||
| 925 PROSPECT AVE | SCRANTON | PA | 18505 | PUBLIC | FOR THE PURPOSE OF DIGITAL LITERACY PROJECT | $5,000 |
| GREATER SCRANTON YMCA | ||||||
| 706 NORTH BLAKELY STREET | DUNMORE | PA | 18512 | PUBLIC | FOR THE PURPOSE OF ACQUATICS STAFFING SUPPORT | $10,000 |
| HERE FOR A REASON | ||||||
| 1735 NORTH MAIN AVE | SCRANTON | PA | 18508 | PUBLIC | FOR THE PURPOSE OF PROGRAM DEVELOPMENT, FOOD PACKAGING AND DISTRIBUTION | $10,000 |
| HOSPICE OF THE SACRED HEART | ||||||
| 100 WILLIAM STREET | DUNMORE | PA | 18510 | PUBLIC | FOR THE PURPOSE OF HOSPICE OF THE SACRED HEART OPERATIONAL SUPPORT | $3,000 |
| HUMANE SOCIETY OF LACKAWANNA | ||||||
| 967 GRIFFIN POND RD | SOUTH ABINGTON | PA | 18411 | PUBLIC | FOR THE PURPOSE OF GRIFFIN POND ANIMAL SHELTER OPERATIONAL SUPPORT | $2,500 |
| INDRALOKA ANIMAL SANCTUARY | ||||||
| PO BOX 155 | MEHOOPANY | PA | 18629 | PUBLIC | FOR THE PURPOSE OF NEPA RESCUE VETERINARY CLINIC | $50,000 |
| JABBS MEMORIAL CLEANING | ||||||
| PO BOX 7 | FACTORYVILLE | PA | 18419 | PUBLIC | FOR THE PURPOSE OF JABBS MEMORIAL CLEANING OPERATIONAL SUPPORT | $1,500 |
| JEWISH COMMUNITY CENTER | ||||||
| 601 JEFFERSON AVE | SCRANTON | PA | 18510 | PUBLIC | FOR THE PURPOSE OF THE JCC SWIMMING POOL RENOVATION | $70,000 |
| JEWISH FAMILY SERVICES | ||||||
| 615 JEFFERSON AVE 204 | SCRANTON | PA | 18510 | PUBLIC | FOR THE PURPOSE OF JEWISH FAMILY SERVICES OF NORTHEASTERN PENNSYLVANIA | $10,000 |
| JEWISH FEDERATION OF NEPA | ||||||
| 601 JEFFERSON AVE | SCRANTON | PA | 18510 | PUBLIC | FOR THE PURPOSE OF THE LEON WEISSBERGER/SANDY KAPLAN POST OF THE JEWISH WAR VETERANS | $20,000 |
| JEWISH RESOURCE CENTER OF THE POCONOS INC | ||||||
| 1210 N 5TH STREET | ARLINGTON HEIGHTS | PA | 18360 | PUBLIC | FOR THE PURPOSE OF JEWISH RESOURCE CENTER OF THE POCONOS CAPITAL GRANT REQUEST | $25,000 |
| JOHNSON COLLEGE | ||||||
| 3427 N MAIN AVENUE | SCRANTON | PA | 18508 | PUBLIC | FOR THE PURPOSE OF JOHNSON COLLEGE SPAY/NEUTER CLINIC AND VETERINARY SERVICES EDUCATIONAL EQUIPMENT | $2,500 |
| LACAWAC SANCTUARY ENVIRONMENTAL EDUCATION CENTER | ||||||
| 94 SANCTUARY ROAD | LAKE ARIEL | PA | 18436 | PUBLIC | FOR THE PURPOSE OF PLEON'S WATER QUALITY ACTION PROGRAM | $15,000 |
| MARYWOOD UNIVERSITY | ||||||
| 2300 ADAMS AVE | SCRANTON | PA | 18509 | PUBLIC | FOR THE PURPOSE OF STUDENTS TOGETHER ACHIEVING REMARKABLE SUCCESS (STARS) OPERATIONAL SUPPORT | $8,000 |
| MATERNAL AND FAMILY HEALTH SERVICESS | ||||||
| 640 MADISON AVE | SCRANTON | PA | 18510 | PUBLIC | FOR THE PURPOSE OF NURSE-FAMILY PARTNERSHIP AND INFANT & CHILD SAFETY & MENTORING PROJECT | $8,000 |
| MEALS ON WHEELS OF NEPA | ||||||
| 541 WYOMING AVE | SCRANTON | PA | 18509 | PUBLIC | FOR THE PURPOSE OF TREASURED FRIENDS PET FOOD PROGRAM (TF) | $8,000 |
| NEPA INCLUSIVE | ||||||
| 22 EAST ST SUITE 3 | PITTSTON | PA | 18640 | PUBLIC | FOR THE PURPOSE OF NEPA INCLUSIVE RENTAL ASSISTANCE PROGRAM (IRAP) | $8,000 |
| NEPA PET FUND AND RESCUE | ||||||
| PO BOX 3953 | SCRANTON | PA | 18505 | PUBLIC | FOR THE PURPOSE OF HEARTWORM AND SENIOR PET GRANT | $10,000 |
| NEPA YOUTH CENTER | ||||||
| 541 WYOMING AVE | SCRANTON | PA | 18509 | PUBLIC | FOR THE PURPOSE OF NEPA YOUTH SHELTER MENTAL WELLNESS THERAPIST | $10,000 |
| NEW HYTES | ||||||
| 61 GOULD LANE | BRANFORD | CT | 06405 | PUBLIC | FOR THE PURPOSE OF NEW HYTES CAPITAL CAMPAIGN | $50,000 |
| NORTH SHORE ANIMAL LEAGUE | ||||||
| 25 DAVIS AVE | PORT WASHINGTON | NY | 11050 | PUBLIC | FOR THE PURPOSE OF MUTT-I-GREES CURRICULUM - EXPANDING DIGITAL RESOURCES | $15,000 |
| OPERATION WARM | ||||||
| 50 APPLIED BANK BLVD STE 204 | GLEN MILLS | PA | 19342 | PUBLIC | FOR THE PURPOSE OF OPERATION OPERATION WARM AND HEALTHY | $5,000 |
| 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 | $20,000 |
| PAWSITIVELY FOR THE ANIMALS | ||||||
| 3265 GREENWOOD AVE | SCRANTON | PA | 18505 | PUBLIC | FOR THE PURPOSE OF PAWS FOR CAUSE- KEEPING PETS AND SENIORS TOGETHER | $10,000 |
| PENNSYLVANIA ENVIRONMENTAL COUNCIL | ||||||
| 105 LT MICHAEL CLERY DR | DALLAS | PA | 18612 | PUBLIC | FOR THE PURPOSE OF KEEP NEPA BEAUTIFUL SUNUP TO SUNSET LITTER PICKUP | $7,500 |
| SAINT JOSEPHS CENTER | ||||||
| 2010 ADAMS AVE | SCRANTON | PA | 18509 | PUBLIC | FOR THE PURPOSE OF WALSH MANOR MOTHER INFANT OPERATIONAL SUPPORT | $10,000 |
| SCRANTON AREA FOUNDATION | ||||||
| 615 JEFFERSON AVE | SCRANTON | PA | 18510 | PUBLIC | FOR THE PURPOSE OF WOMEN IN PHILANTHROPY: EMPOWERING AND LIFTING DISADVANTAGED VOICES | $10,000 |
| SCRANTON PRIMARY CARE CENTER | ||||||
| 959 WYOMING AVENUE | SCRANTON | PA | 18509 | PUBLIC | FOR THE PURPOSE OF SUPPORTNG THE THIRD FLOOR EXPANSION PROJECT | $25,000 |
| SPCA OF LUZERNE COUNTY | ||||||
| 524 E MAIN STREET | WILKES BARRE | PA | 18702 | PUBLIC | FOR THE PURPOSE OF SPCA OF LUZERNE COUNTY OPERATIONAL SUPPORT | $8,000 |
| ST CATS AND DOGS OF SCRANTON | ||||||
| 700 NAY AUG RD | SCRANTON | PA | 18510 | PUBLIC | FOR THE PURPOSE OF ST. CATS AND DOGS OPERATIONAL SUPPORT | $4,000 |
| TELESPOND SENIOR DAY SERVICES INC | ||||||
| 1200 SAGINAW ST | SCRANTON | PA | 18505 | PUBLIC | FOR THE PURPOSE OF TELESPOND SENIOR DAY SERVICES INC. OPERATIONAL SUPPORT | $7,500 |
| TEMPLE ISRAEL | ||||||
| 918 E GIBSON STREET | SCRANTON | PA | 18510 | PUBLIC | FOR THE PURPOSE OF COMMUNITY SHABBAT DINNER PROMOTING INTERFAITH ACCEPTANCE AND UNDERSTANDING AND CEMETERY MAINTENANCE | $42,485 |
| THE ARC OF NORTHEASTERN PA | ||||||
| 115 MEADOWS AVE | SCRANTON | PA | 18505 | PUBLIC | FOR THE PURPOSE OF THE ARC OF NORTHEASTERN PENNSYLVANIA OPERATIONAL SUPPORT FOR FUNDING LOST DUE TO COVID-19, STAFFING, AND PPE | $5,000 |
| THE COMMUNITY INTERVENTION CENTER OF LACKAWANNA COUNTY | ||||||
| 445 N 6TH AVE | SCRANTON | PA | 18503 | PUBLIC | FOR THE PURPOSE OF KEEPING UP WITH COVID PREVENTION | $4,000 |
| THE HUMANE SOCIETY OF WYOMING COUNTY INC | ||||||
| PO BOX 478 | TUNKHANNOCK | PA | 186570478 | PUBLIC | FOR THE PURPOSE OF HUMANE SOCIETY OF WYOMING COUNTY 2022 SPAY/NEUTER PROGRAM GRANT | $1,500 |
| THE INSTITUTE | ||||||
| 835 JEFFERSON AVE | SCRANTON | PA | 18510 | PUBLIC | FOR THE PURPOSE OF STIR- SPARKING TRANSFORMATION USING INFORMATION & RESEARCH | $10,000 |
| THE SALVATION ARMY | ||||||
| 500 S WASHINGTON AVENUE | SCRANTON | PA | 18505 | PUBLIC | FOR THE PURPOSE OF THE SALVATION ARMY OPERATIONAL SUPPORT | $5,000 |
| THE WRIGHT MEDICAL CENTER GROUP | ||||||
| 501 S WASHINGTON AVE SUITE 1000 | SCRANTON | PA | 18505 | PUBLIC | FOR THE PURPOSE OF (HOP) HELPING MOMS OUT OF POVERTY PROGRAM | $5,000 |
| TREATMENT COURT ADVOCACY CENTER OF LACKAWANNA COUNTY | ||||||
| 212 FRONT STREET | CLARKS SUMMIT | PA | 18411 | PUBLIC | FOR THE PURPOSE OF TREATMENT COURT ADVOCACY CENTER OF LACKAWANA COUNTY VETERANS RECOVERY PROJECT OPERATIONAL SUPPORT | $25,000 |
| TRUST FOR PUBLIC LAND | ||||||
| 1608 WALNUT STREET | PHILADELPHIA | PA | 19103 | PUBLIC | FOR THE PURPOSE OF KENNEDY GREEN SCHOOLYARD | $10,000 |
| UNITE THE WORLD | ||||||
| 334 JAMES STREET | KINGSTON | PA | 18704 | PUBLIC | FOR THE PURPOSE OF THE ARK CHARITY PROJECT OF LACKAWANNA COUNTY | $2,500 |
| UNITED NEIGHBORHOOD CENTERS | ||||||
| 410 W OLIVE ST | SCRANTON | PA | 18509 | PUBLIC | FOR THE PURPOSE OF EMERGENCY ASSISTANCE PROGRAM | $15,000 |
| VALHALLA VETERANS SERVICES | ||||||
| 700 ELECTRIC STREET | SCRANTON | PA | 18509 | PUBLIC | FOR THE PURPOSE OF VALHALLA VETERANS SERVICES OPERATIONAL SUPPORT | $15,000 |
| VALLEY YOUTH HOUSE | ||||||
| 65 PUBLIC SQUARE SUITE 520 | WASHINGTON DC | PA | 18701 | PUBLIC | FOR THE PURPOSE OF BREAKING THE CYCLE OF POVERTY FOR YOUNG PEOPLE EXPERIENCING HOMELESSNESS IN LACKAWANNA COUNTY | $10,000 |
| WOMEN'S RESOURCE CENTER | ||||||
| PO BOX 975 | SCRANTON | PA | 18501 | PUBLIC | FOR THE PURPOSE OF WRC PROGRAM SUPPORT | $8,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $819,985 | 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 | $42 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $861,504 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$480,324 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $381,222 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $381,222 | 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 LOSS OF $480,324. | 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 | $3,506 | 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 | $14,752,320 | BookValueAmt |
| EOYFMV | $14,231,841 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $4,094 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,094 | 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 | $33,086 | $33,086 | $0 |
| HEADQUARTERS EXPENSES | $9,969 | $0 | $0 |
| OTHER EXPENSES | $126 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADMINISTRATION FEES | CategoryTxt |
| Amt | $49,835 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $49,835 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX PAID | CategoryTxt |
| Amt | $58,326 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |