BENCO FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BENCO FAMILY FOUNDATION (EIN 13-7483658)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-14
- IRS object ID
- 202531349349101803
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-14T09:00:56-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232535812 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SNYDER & CLEMENTE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 575 PIERCE STREET SUITE 400 | AddressLine1Txt |
| City | KINGSTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18704 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 137483658 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENCO FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | FKA COHEN FAMILY CHARITABLE FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BENC | BusinessNameControlTxt |
| Phone | 5708257781 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 295 CENTERPOINT BLVD | AddressLine1Txt |
| City | PITTSTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18640 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD COHEN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5708257781 | PhoneNum |
| Signature | 2025-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHEN CLEMENTE | PreparerPersonNm |
| PTIN | P00413637 | PTIN |
| Phone | 5702886464 | PhoneNum |
| Preparation | 2025-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,805,930 | 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 | $1,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $92,788 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $92,788 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $760,783 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,361,220 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $760,783 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $854,571 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $853,571 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $563 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,687 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $629 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $629 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $15 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $21,592 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $19,032 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,560 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $24,486 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,224 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,262 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $945,442 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $945,442 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $969,928 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,224 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $949,704 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$115,357 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $833,347 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $766,410 | CashEOYAmt |
| Cash EOYFMV | $766,410 | CashEOYFMVAmt |
| Corporate Stock BOY | $3,247,457 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,538,340 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,198,795 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,080,448 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $761,647 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $759,624 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $81,101 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $81,101 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,327,905 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,147,498 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,805,930 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $3,000 | AccountsPayableBOYAmt |
| Other Liabilities BOY | $62,050 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $65,050 | 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 | $4,262,855 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,147,498 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,262,855 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,147,498 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,327,905 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,147,498 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,262,855 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$115,357 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,147,498 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,147,498 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 206 SHS PRIMECAP ODYSSEY | P | 2023-12-15 | 2024-01-22 | $7,265 | $7,111 | $154 | $154 |
| 876 SHS ALPHABET | P | 2018-08-06 | 2024-03-28 | $133,414 | $48,585 | $84,829 | $84,829 |
| 1999 SHS PRIMECAP ODYSSEY | P | 2014-05-07 | 2024-01-22 | $70,479 | $57,170 | $13,309 | $13,309 |
| 540 SHS VANGUARD DIVIDEND APPRECIATION | P | 2016-07-27 | 2024-03-28 | $98,524 | $45,902 | $52,622 | $52,622 |
| 5675 SHS VANGUARD GLOBAL MIN VOLA | P | 2016-08-26 | 2024-03-28 | $86,887 | $69,226 | $17,661 | $17,661 |
| 1290 SHS VANGUARD HIGH DIVIDEND YIELD | P | 2016-08-26 | 2024-03-28 | $156,089 | $94,449 | $61,640 | $61,640 |
| 741 SHS VANGUARD TOTAL STOCK MKT | P | 2022-12-27 | 2024-03-28 | $192,579 | $141,161 | $51,418 | $51,418 |
| 100 SHS 1/100 BERKSHIRE HTWY | P | 2009-12-02 | 2024-06-28 | $615,983 | $100,010 | $515,973 | $515,973 |
| SF V FEEDER AIV, LP | P | 2023-01-01 | 2024-12-31 | $36,823 | -$36,823 | -$36,823 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $760,783 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $154 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,584 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,584 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,584 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,110 | 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 | $7,110 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $4,474 | TaxDueAmt |
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 |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | 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 | RICHARD COHEN TRUSTEE | IndividualWithBooksNm |
| Phone | 5708257781 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 295 CENTERPOINT BLVD | AddressLine1Txt |
| City | PITTSTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18640 | 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| CHARLES F COHEN | ||||||||
| 295 CENTERPOINT BLVD | PITTSTON | PA | 18640 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| LAWRENCE E COHEN | ||||||||
| 295 CENTERPOINT BLVD | PITTSTON | PA | 18640 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| RICHARD S COHEN | ||||||||
| 295 CENTERPOINT BLVD | PITTSTON | PA | 18640 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| SALLY COHEN | ||||||||
| 295 CENTERPOINT BLVD | PITTSTON | PA | 18640 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| SHEILA RIGGS | ||||||||
| 295 CENTERPOINT BLVD | PITTSTON | PA | 18640 | CHAIRMAN | 2.00 | $0 | $0 | $0 |
| GEORGE RABLE | ||||||||
| 295 CENTERPOINT BLVD | PITTSTON | PA | 18640 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| JULIE RADZYMINSKI | ||||||||
| 295 CENTERPOINT BLVD | PITTSTON | PA | 18640 | INTERIM DIRECTOR | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,617,375 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $525,241 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $140,704 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,283,320 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,283,320 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $79,250 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,204,070 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $260,204 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $260,204 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,584 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,584 | TotalTaxAmt |
| Distributable Before Adj | $248,620 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $248,620 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $248,620 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $949,704 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $949,704 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $248,620 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $147,015 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $758 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $17,263 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $349,545 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $699,216 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,213,797 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $949,704 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $248,620 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $701,084 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,914,881 | 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 | $147,015 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,767,866 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $758 | ExcessFromYear4Amt |
| Excess From Year3 | $17,263 | ExcessFromYear3Amt |
| Excess From Year2 | $349,545 | ExcessFromYear2Amt |
| Excess From Year1 | $699,216 | ExcessFromYear1Amt |
| Excess From Current Year | $701,084 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ALLIED SERVICES FOUNDATION | |||||||
| 100 ABINGTON EXECUTIVE PARK | CLARKS SUMMIT | PA | 18411 | PC | CHARITABLE | $1,000 | |
| AMERICA 250PA | |||||||
| 2 N MAIN STREET | PITTSTON | PA | 18640 | PC | CHARITABLE | $7,500 | |
| AMERICAN ASSOCIATION FOR CANCER RESEARCH | |||||||
| 615 CHESTNUT STREET | PHILADELPHIA | PA | 19106 | PC | CHARITABLE | $59 | |
| BLUE CHIP FARM ANIMAL REFUGE | |||||||
| 974 LOCKVILLE RD | DALLAS | PA | 18612 | PC | CHARITABLE | $400 | |
| BRAIN TUMOR NETWORK | |||||||
| 816 JIMMY BUFFETT MEMORIAL HWY | PONTE VERDA BEACH | FL | 32082 | PC | CHARITABLE | $500 | |
| CASA OF LUZERNE COUNTY | |||||||
| 667 NORTH RIVER STREET | PLAINS | PA | 18705 | PC | CHARITABLE | $5,000 | |
| CASS COMMUNITY HEALTH FOUNDATION | |||||||
| 2316 E MEYER BLVD | KANSAS CITY | MO | 64132 | PC | CHARITABLE | $5,000 | |
| CEOWEINBERG FOOD BANK | |||||||
| 165 AMBER LANE | WILKES BARRE | PA | 18702 | PC | CHARITABLE | $363 | |
| CYCLE FOR SURVIVAL | |||||||
| 633 3RD AVE 5TH FLOOR | NEW YORK | NY | 10017 | PC | CHARITABLE | $4,810 | |
| DENTAL LIFELINE NETWORK | |||||||
| 1800 15TH STREET SUITE 100 | DENVER | CO | 80202 | PC | CHARITABLE | $65,000 | |
| DIVERSITY IN DENTISTRY MENTORSHIP INC | |||||||
| 4729 E SUNRISE DR 147 | TUCSON | AZ | 85718 | PC | CHARITABLE | $1,000 | |
| DTA FOUNDATION | |||||||
| 4350 N FAIRFAX DRIVE SUITE 220 | ARLINGTON | VA | 22203 | PC | CHARITABLE | $463,928 | |
| FRIEDMAN JEWISH COMMUNITY CENTER | |||||||
| 613 S J STRAUSS LANE | KINGSTON | PA | 18704 | PC | CHARITABLE | $2,500 | |
| GLOBAL SMILES FOUNDATION | |||||||
| 106 ACCESS RD 209 | NORWOOD | MA | 02062 | PC | CHARITABLE | $5,000 | |
| GOODIE TWO SHOES FOUNDATION INC | |||||||
| 6370 S PIONEER WAY 107 | LAS VEGAS | NV | 89113 | PC | CHARITABLE | $5,000 | |
| GRIFFON POND ANIMAL SHELTER | |||||||
| 967 GRIFFIN POND RD | SOUTH ABINGTON TOWNSHI | PA | 18411 | PC | CHARITABLE | $37 | |
| HUMANE SOCIETY OF HARDFORD COUNTY | |||||||
| 2208 CONNOLLY RD | FALLSTON | MD | 21047 | PC | CHARITABLE | $500 | |
| INTERNATIONAL LIFE FOUNDATION INC | |||||||
| 707 TENNESSEE AVE | ST CLOUD | FL | 34769 | PC | CHARITABLE | $10,000 | |
| JEWISH COMMUNITY CENTER OF WILKES BARRE | |||||||
| 60 S RIVER ST | WILKES BARRE | PA | 18702 | PC | CHARITABLE | $72,500 | |
| JM FOUNDATION | |||||||
| 342 NORTH WATER STREET | MILWAUKEE | WI | 53202 | PC | CHARITABLE | $100 | |
| LEADERSHIP LACKAWANNA | |||||||
| 222 MULBERRY ST | SCRANTON | PA | 18503 | PC | CHARITABLE | $125 | |
| LUZERNE COUNTY CHILD ADVOCACY CENTER | |||||||
| 187 HANOVER ST | WILKES BARRE | PA | 18702 | PC | CHARITABLE | $155 | |
| LUZERNE COUNTY HEAD START | |||||||
| 23 BEEKMAN STREET | WILKES BARRE | PA | 18702 | PC | CHARITABLE | $3,000 | |
| MANOR COLLEGE | |||||||
| 700 FOX CHASE RD | JENKINSTOWN | PA | 19046 | PC | CHARITABLE | $200 | |
| MARYWOOD UNIVERSITY | |||||||
| 2300 ADAMS AVENUE | SCRANTON | PA | 18509 | PC | CHARITABLE | $250 | |
| MATERNAL AND FAMILY HEALTH SERVICES INC | |||||||
| 15 PUBLIC SQUARE SUITE 600 | WILKES BARRE | PA | 18701 | PC | CHARITABLE | $5,000 | |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | PC | CHARITABLE | $150 | |
| MISSIONARY SOCIETY OF ST COLUMBIAN | |||||||
| 816 MAGOFFIN AVE | EL PASO | TX | 79901 | PC | CHARITABLE | $10,000 | |
| MORAVIAN ACADEMY | |||||||
| 4313 GREEN POND RD | BETHLEHEM | PA | 18020 | PC | CHARITABLE | $106,200 | |
| MOUNT SINAI HEALTH SYSTEM | |||||||
| 555 W 57TH ST | NEW YORK | NY | 10019 | PC | CHARITABLE | $30,000 | |
| NEPA PHILHARMONIC | |||||||
| 195 HANOVER ST | WILKES BARRE | PA | 18711 | PC | CHARITABLE | $5,000 | |
| NEPA RACING INC | |||||||
| 3445 LAKESIDE DR | HARVEYS LAKE | PA | 18618 | PC | CHARITABLE | $3,000 | |
| PENN STATE UNIVERSITY | |||||||
| 112 SHIELDS BUILDING | UNIVERSITY PARK | PA | 16802 | PC | CHARITABLE | $1,000 | |
| PSC PARTNERS SEEKING A CURE | |||||||
| 6900 E BELLEVIEW AVE STE 202 | GREENWOOD VILLAGE | CO | 80111 | PC | CHARITABLE | $25 | |
| SEMPTER FI & AMERICA'S FUND | |||||||
| SANTA MARGTIRA RD BLDG H-49 | CAMP PENDLETON | CA | 92055 | PC | CHARITABLE | $2,910 | |
| SPCA OF LUZERNE COUNTY | |||||||
| 524 E MAIN STREET | WILKES BARRE | PA | 18702 | PC | CHARITABLE | $440 | |
| ST JUDE'S CHILDREN HOSPITAL | |||||||
| 501 ST JUDES PLACE | MEMPHIS | TN | 38105 | PC | CHARITABLE | $2,000 | |
| STREETSQUASH | |||||||
| 41 W 115TH ST | NEW YORK | NY | 10026 | PC | CHARITABLE | $500 | |
| THE EPILEPSY FOUNDATION | |||||||
| 8301 PROFESSIONAL PLACE EAST SUITE | LANDOVER | MD | 207852353 | PC | CHARITABLE | $100 | 200 |
| THE JUNCTION CAT RESCUE | |||||||
| PO BOX 206 | MOUNTAIN TOP | PA | 18707 | PC | CHARITABLE | $500 | |
| THE LUZERNE FOUNDATION | |||||||
| 34 S RIVER STREET | WILKES BARRE | PA | 18702 | PC | CHARITABLE | $5,000 | |
| UNITED WAY OF WYOMING VALLEY | |||||||
| 100 N PENNSYLVANIA AVE 2ND FLOOR | WILKES BARRE | PA | 18701 | PC | CHARITABLE | $89,290 | |
| WEST SUBURBAN HUMANE SOCIETY | |||||||
| 1901 ODGEN AVE | DOWNERS GROVE | IL | 60515 | PC | CHARITABLE | $50 | |
| WILKES UNIVERSITY | |||||||
| 84 W SOUTH STREET | WILKES BARRE | PA | 18766 | PC | CHARITABLE | $10,350 | |
| WVIA | |||||||
| 100 WVIA WAY | PITTSTON | PA | 18640 | PC | CHARITABLE | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $945,442 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $92,788 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $760,783 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $853,571 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $853,571 | TotalIncomeProducingActyAmt |
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 | $2,250 | Amt |
| Net Investment Income | $563 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,687 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD SHORT TERM CORPORATE (VCSH)- 4700 SHARES | $381,076 | $366,647 |
| VANGUARD S&P 500 ETF (VOO)- 2,979 SHARES | $886,671 | $1,494,659 |
| VANGUARD SMALL CAP ETF (VBR)- 407 SHARES | $44,849 | $80,659 |
| VANGUARD MID CAP ETF (VO)- 720 SHARES | $91,732 | $190,174 |
| VANGUARD VALUE ETF (VTV)- 1,110 SHARES | $96,353 | $187,923 |
| VANGUARD SMALL CAP ETF (VB)- 348 SHARES | $42,269 | $83,617 |
| VANGUARD TOTAL STOCK MARKET ETF (VTI)- 4,680 SHARES | $669,080 | $1,141,562 |
| ALPHABET INC COM CL C - 1,820 SHARES | $51,004 | $179,775 |
| AMAZON COM INC COM- 700 SHARES | $10,834 | $153,573 |
| WELLS FARGO & COMPANY (WFC) - 2,200 SHARES | $49,200 | $140,480 |
| VANGUARD INTERMED TERM ETF (BIV)- 2,405 SHARES | $215,272 | $179,726 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PRIDEROCK | FMV | $131,661 | $129,638 |
| VERITION MULTI-STRATEGY | FMV | $629,986 | $629,986 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM INVESTMENT | Desc |
| EOY Book Value | $81,101 | EOYBookValueAmt |
| EOYFMV | $81,101 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MISCELLANEOUS EXPENSES | $3,414 | $854 | $0 | $2,560 |
| INVESTMENT EXPENSES SF V FEEDER AIV, LP | $5,235 | $5,235 | $0 | $0 |
| INVESTMENT EXPENSES STABILIS FUND V, LP | $597 | $597 | $0 | $0 |
| INVESTMENT EXPENSES | $12,346 | $12,346 | $0 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHECKING ACCOUNT DEFICIT | Desc |
| BOY Book Value | $62,050 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PA TAX | CategoryTxt |
| Amt | $15 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $15 | DisbursementsCharitablePrpsAmt |
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