2023-11-15T15:52:51-06:00 2022-12-31 232226550 MCGRAIL MERKEL QUINN & ASSOCIATES PC 1173 CLAY AVENUE SCRANTON PA 18510 990PF 2022-01-01 472589350 ROBERT H SPITZ FOUNDATION C/O SCRANTON AREA FOUNDATION ROBE 5703476203 615 JEFFERSON AVENUE SUITE 102 SCRANTON PA 18510 FRANK MCGRATH BOARD PRESIDENT/TRUSTEE 5703476203 2023-11-15 1 FRANK MCGRATH 999009999 0 STEPHANIE MIHAL CPA P01250896 5709610345 2023-11-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 14561099 X 0 X 42 42 861504 861504 -480324 2464308 0 381222 861546 30000 0 0 4094 0 4094 3506 0 0 49835 0 49835 58326 0 0 11 0 0 43181 33086 0 188953 33086 53929 819985 819985 1008938 33086 873914 -627716 828460 279620 159769 159769 356514 0 0 169489 169489 169489 169489 14903671 14752320 14231841 15709294 15081578 14561099 0 0 X 0 0 0 0 15709294 15081578 15709294 15081578 15709294 15081578 15709294 -627716 0 15081578 0 15081578 FIDELITY ADVISOR REAL D 437675 406492 31183 31183 PRINCIPAL SPECTRUM PRFFRD D 94185 101027 -6842 -6842 T ROWE PRICE QM US SMALL D 113106 123505 -10399 -10399 PUTNAM ULTRA SHORT D 93068 93441 -373 -373 MFS MID CAP GROWTH FD D 195000 165684 29316 29316 BNY MELLON SMALL MID CP D 88250 129467 -41217 -41217 T ROWE PRICE BLUE CHIP D 300000 255191 44809 44809 PIMCO LOW DURATION D 190808 200889 -10081 -10081 PIMCO LOW DURATION D 9192 9324 -132 -132 BLACK ROCK GLOBAL D 10622 9951 671 671 BLACK ROCK MID CAP GROWTH D 117000 95933 21067 21067 BLACK ROCK GLOBAL D 173188 199566 -26378 -26378 MFS INTERNATIONAL DIVER D 70763 69057 1706 1706 T. ROWE PRICE COMM D 125743 117065 8678 8678 T. ROWE PRICE COMM D 45795 50000 -4205 -4205 BLACKROCK TECHNOLOGY D 25372 20910 4462 4462 MORGAN STANLEY D 189342 521243 -331901 -331901 BLACKROCK INNOVATION D 166135 343971 -177836 -177836 BLACKROCK INNOVATION D 14445 19430 -4985 -4985 KYNDRYL HOLDING INCORP D 2386 10697 -8311 -8311 ORGANON AND CO REG SHS D 2233 1789 444 444 -480324 11516 0 11516 0 11516 34000 0 0 0 34000 14 22470 22470 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 N/A SCRANTON AREA FOUNDATION 5703476203 615 JEFFERSON AVENUE SCRANTON PA 18510 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JACOB NOGI 615 JEFFERSON AVENUE SUITE 102 SCRANTON PA 18510 TRUSTEE 1.00 7500 0 0 FRANK MCGRATH 615 JEFFERSON AVENUE SUITE 102 SCRANTON PA 18510 TRUSTEE 1.00 7500 0 0 JED RUBENFELD 615 JEFFERSON AVENUE SUITE 102 SCRANTON PA 18510 TRUSTEE 1.00 7500 0 0 DIANA HOLDRIDGE 615 JEFFERSON AVENUE SUITE 102 SCRANTON PA 18510 TRUSTEE 1.00 7500 0 0 NONE 0 NONE 0 0 15837466 264409 169489 16271364 0 0 16271364 244070 16027294 801365 801365 11516 11516 789849 0 789849 0 789849 873914 0 873914 789849 0 0 137016 88751 143731 369498 873914 0 0 0 789849 84065 0 0 453563 0 0 0 0 0 0 0 453563 137016 88751 143731 84065 SCRANTON AREA FOUNDATION 615 JEFFERSON AVENUE SUITE 102 SCRANTON PA 18510 5703476203 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 NONE NONE ADOPT A BOXER RESCUE PO BOX 154 OLYPHANT PA 18447 PUBLIC FOR THE PURPOSE OF "THE PUPPY MILL PROJECT" 10000 ADOPT A SINGLE MOTHER PROJECT 1200 WEST GROVE ST CLARKS SUMMIT PA 18411 PUBLIC FOR THE PURPOSE OF THE HOMEOWNER INITIATIVE 10000 AMERICAN RED CROSS 3 W OLIVE ST SCRANTON PA 18508 PUBLIC FOR THE PURPOSE OF SERVICES TO THE ARMED FORCES. 5000 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 10000 BOYS & GIRLS CLUB OF NORTHEASTERN PA 609 ASH STREET SCRANTON PA 18510 PUBLIC FOR THE PURPOSE OF SHUTTLE PROGRAM 10000 BREAD BASKET OF NORTHEAST PENNSYLVANIA 550 MADISON AVENUE SCRANTON PA 18510 PUBLIC FOR THE PURPOSE OF FOOR STORAGE SUPPORT 5000 CAMP FREEDOM 284 NUMBER 7 ROAD CARBONDALE PA 18407 PUBLIC FOR THE PURPOSE OF MECHANICAL STAFF AND EQUIPMENT 10000 CATHERINE MCAULEY CENTER 430 PITTSTON AVE SCRANTON PA 18505 PUBLIC FOR THE PURPOSE OF FAMILY SUPPORT PROGRAM FOR THE PREVENTION OF HOMELESSNESS 5000 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. 30000 CHABAD OF THE ABINGTONS 831 MADISON AVE SCRANTON PA 18510 PUBLIC FOR THE PURPOSE OF CAPITAL PROJECT EXPANSION 35000 COMMISSION ON ECONOMIC OPPORTUNITY 165 AMBER LANE WILKES BARRE PA 18702 PUBLIC FOR THE PURPOSE OF WEINBERG REGIONAL FOOD BANK EXPANSION 20000 COUNTRYSIDE CONSERVANCY COLLEGE AVE LA PLUME PA 18440 PUBLIC FOR THE PURPOSE OF PECK PRESERVE 10000 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. 5000 DRESS FOR SUCCESS 431 N 7TH AVE SCRANTON PA 18503 PUBLIC FOR THE PURPOSE OF DRESS FOR SUCCESS LACKAWANNA WORKFORCE DEVELOPMENT SUPPORT 10000 EARTH CONSERVANCY 101 SOUTH MAIN STREET ASHLEY PA 18706 PUBLIC FOR THE PURPOSE OF LUZURNE COUNTY ANIMAL RESPONSE TEAM OPERATIONAL SUPPORT 10000 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. 4000 EQUINES FOR FREEDOM 2150 PORT ROYAL RD CLARKS SUMMIT PA 18411 PUBLIC FOR THE PURPOSE OF EQUINES FOR FREEDOM EMDR THERAPY 7500 FAMILY PROMISE OF MONROE COUNTY 815 SMITH STREET SCRANTON PA 18504 PUBLIC FOR THE PURPOSE OF NEIGHBORWORKS NORTHEASTERN PENNSYLVANIA NAVIGATOR POSITION 7500 FAMILY SERVICE ASSOICATION OF NORTHEASTERN PENNSYLVANIA 31 WEST MARKET STREET WILKES BARRE PA 18701 PUBLIC FOR THE PURPOSE OF PA 211 NE/HELP LINE. 5000 GAIT TRC 314 FOSTER HILL ROAD MILFORD PA 18337 PUBLIC FOR THE PURPOSE OF GAIT TRC - VETERAN EQUINE ASSISTED LEARNING OUTREACH 4000 GOODWILL INDUSTRIES OF NEPA 925 PROSPECT AVE SCRANTON PA 18505 PUBLIC FOR THE PURPOSE OF DIGITAL LITERACY PROJECT 5000 GREATER SCRANTON YMCA 706 NORTH BLAKELY STREET DUNMORE PA 18512 PUBLIC FOR THE PURPOSE OF ACQUATICS STAFFING SUPPORT 10000 HERE FOR A REASON 1735 NORTH MAIN AVE SCRANTON PA 18508 PUBLIC FOR THE PURPOSE OF PROGRAM DEVELOPMENT, FOOD PACKAGING AND DISTRIBUTION 10000 HOSPICE OF THE SACRED HEART 100 WILLIAM STREET DUNMORE PA 18510 PUBLIC FOR THE PURPOSE OF HOSPICE OF THE SACRED HEART OPERATIONAL SUPPORT 3000 HUMANE SOCIETY OF LACKAWANNA 967 GRIFFIN POND RD SOUTH ABINGTON PA 18411 PUBLIC FOR THE PURPOSE OF GRIFFIN POND ANIMAL SHELTER OPERATIONAL SUPPORT 2500 INDRALOKA ANIMAL SANCTUARY PO BOX 155 MEHOOPANY PA 18629 PUBLIC FOR THE PURPOSE OF NEPA RESCUE VETERINARY CLINIC 50000 JABBS MEMORIAL CLEANING PO BOX 7 FACTORYVILLE PA 18419 PUBLIC FOR THE PURPOSE OF JABBS MEMORIAL CLEANING OPERATIONAL SUPPORT 1500 JEWISH COMMUNITY CENTER 601 JEFFERSON AVE SCRANTON PA 18510 PUBLIC FOR THE PURPOSE OF THE JCC SWIMMING POOL RENOVATION 70000 JEWISH FAMILY SERVICES 615 JEFFERSON AVE 204 SCRANTON PA 18510 PUBLIC FOR THE PURPOSE OF JEWISH FAMILY SERVICES OF NORTHEASTERN PENNSYLVANIA 10000 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 20000 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 25000 JOHNSON COLLEGE 3427 N MAIN AVENUE SCRANTON PA 18508 PUBLIC FOR THE PURPOSE OF JOHNSON COLLEGE SPAY/NEUTER CLINIC AND VETERINARY SERVICES EDUCATIONAL EQUIPMENT 2500 LACAWAC SANCTUARY ENVIRONMENTAL EDUCATION CENTER 94 SANCTUARY ROAD LAKE ARIEL PA 18436 PUBLIC FOR THE PURPOSE OF PLEON'S WATER QUALITY ACTION PROGRAM 15000 MARYWOOD UNIVERSITY 2300 ADAMS AVE SCRANTON PA 18509 PUBLIC FOR THE PURPOSE OF STUDENTS TOGETHER ACHIEVING REMARKABLE SUCCESS (STARS) OPERATIONAL SUPPORT 8000 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 8000 MEALS ON WHEELS OF NEPA 541 WYOMING AVE SCRANTON PA 18509 PUBLIC FOR THE PURPOSE OF TREASURED FRIENDS PET FOOD PROGRAM (TF) 8000 NEPA INCLUSIVE 22 EAST ST SUITE 3 PITTSTON PA 18640 PUBLIC FOR THE PURPOSE OF NEPA INCLUSIVE RENTAL ASSISTANCE PROGRAM (IRAP) 8000 NEPA PET FUND AND RESCUE PO BOX 3953 SCRANTON PA 18505 PUBLIC FOR THE PURPOSE OF HEARTWORM AND SENIOR PET GRANT 10000 NEPA YOUTH CENTER 541 WYOMING AVE SCRANTON PA 18509 PUBLIC FOR THE PURPOSE OF NEPA YOUTH SHELTER MENTAL WELLNESS THERAPIST 10000 NEW HYTES 61 GOULD LANE BRANFORD CT 06405 PUBLIC FOR THE PURPOSE OF NEW HYTES CAPITAL CAMPAIGN 50000 NORTH SHORE ANIMAL LEAGUE 25 DAVIS AVE PORT WASHINGTON NY 11050 PUBLIC FOR THE PURPOSE OF MUTT-I-GREES CURRICULUM - EXPANDING DIGITAL RESOURCES 15000 OPERATION WARM 50 APPLIED BANK BLVD STE 204 GLEN MILLS PA 19342 PUBLIC FOR THE PURPOSE OF OPERATION OPERATION WARM AND HEALTHY 5000 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 20000 PAWSITIVELY FOR THE ANIMALS 3265 GREENWOOD AVE SCRANTON PA 18505 PUBLIC FOR THE PURPOSE OF PAWS FOR CAUSE- KEEPING PETS AND SENIORS TOGETHER 10000 PENNSYLVANIA ENVIRONMENTAL COUNCIL 105 LT MICHAEL CLERY DR DALLAS PA 18612 PUBLIC FOR THE PURPOSE OF KEEP NEPA BEAUTIFUL SUNUP TO SUNSET LITTER PICKUP 7500 SAINT JOSEPHS CENTER 2010 ADAMS AVE SCRANTON PA 18509 PUBLIC FOR THE PURPOSE OF WALSH MANOR MOTHER INFANT OPERATIONAL SUPPORT 10000 SCRANTON AREA FOUNDATION 615 JEFFERSON AVE SCRANTON PA 18510 PUBLIC FOR THE PURPOSE OF WOMEN IN PHILANTHROPY: EMPOWERING AND LIFTING DISADVANTAGED VOICES 10000 SCRANTON PRIMARY CARE CENTER 959 WYOMING AVENUE SCRANTON PA 18509 PUBLIC FOR THE PURPOSE OF SUPPORTNG THE THIRD FLOOR EXPANSION PROJECT 25000 SPCA OF LUZERNE COUNTY 524 E MAIN STREET WILKES BARRE PA 18702 PUBLIC FOR THE PURPOSE OF SPCA OF LUZERNE COUNTY OPERATIONAL SUPPORT 8000 ST CATS AND DOGS OF SCRANTON 700 NAY AUG RD SCRANTON PA 18510 PUBLIC FOR THE PURPOSE OF ST. CATS AND DOGS OPERATIONAL SUPPORT 4000 TELESPOND SENIOR DAY SERVICES INC 1200 SAGINAW ST SCRANTON PA 18505 PUBLIC FOR THE PURPOSE OF TELESPOND SENIOR DAY SERVICES INC. OPERATIONAL SUPPORT 7500 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 42485 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 5000 THE COMMUNITY INTERVENTION CENTER OF LACKAWANNA COUNTY 445 N 6TH AVE SCRANTON PA 18503 PUBLIC FOR THE PURPOSE OF KEEPING UP WITH COVID PREVENTION 4000 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 1500 THE INSTITUTE 835 JEFFERSON AVE SCRANTON PA 18510 PUBLIC FOR THE PURPOSE OF STIR- SPARKING TRANSFORMATION USING INFORMATION & RESEARCH 10000 THE SALVATION ARMY 500 S WASHINGTON AVENUE SCRANTON PA 18505 PUBLIC FOR THE PURPOSE OF THE SALVATION ARMY OPERATIONAL SUPPORT 5000 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 5000 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 25000 TRUST FOR PUBLIC LAND 1608 WALNUT STREET PHILADELPHIA PA 19103 PUBLIC FOR THE PURPOSE OF KENNEDY GREEN SCHOOLYARD 10000 UNITE THE WORLD 334 JAMES STREET KINGSTON PA 18704 PUBLIC FOR THE PURPOSE OF THE ARK CHARITY PROJECT OF LACKAWANNA COUNTY 2500 UNITED NEIGHBORHOOD CENTERS 410 W OLIVE ST SCRANTON PA 18509 PUBLIC FOR THE PURPOSE OF EMERGENCY ASSISTANCE PROGRAM 15000 VALHALLA VETERANS SERVICES 700 ELECTRIC STREET SCRANTON PA 18509 PUBLIC FOR THE PURPOSE OF VALHALLA VETERANS SERVICES OPERATIONAL SUPPORT 15000 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 10000 WOMEN'S RESOURCE CENTER PO BOX 975 SCRANTON PA 18501 PUBLIC FOR THE PURPOSE OF WRC PROGRAM SUPPORT 8000 819985 0 14 42 14 861504 14 -480324 0 381222 0 381222 8 THE FOUNDATION WAS REQUIRED TO LIQUIDATE INVESTMENTS TO RAISE LIQUID FUNDS FOR DISTRIBUTION, THE RESULT WAS A LOSS OF $480,324. 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 3506 0 0 ORGANIZATION IS NOT REQUIRED TO FILE WITH THE STATE INVESTMENTS FMV 14752320 14231841 LEGAL FEES 4094 0 4094 TRUST FEES 33086 33086 0 HEADQUARTERS EXPENSES 9969 0 0 OTHER EXPENSES 126 0 0 ADMINISTRATION FEES 49835 0 49835 EXCISE TAX PAID 58326 0 0