ROBERT H SPITZ FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT H SPITZ FOUNDATION (EIN 47-2589350)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202123199349107752
- Schema version
- 2020v4.1
- 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
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T15:46:47-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 5709638880 | 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 | JACOB NOGI | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5709638880 | PhoneNum |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JACOB | PersonFirstNm |
| Person Last | NOGI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL J GERRITY CPA | PreparerPersonNm |
| PTIN | P00182280 | PTIN |
| Phone | 5709610345 | PhoneNum |
| Preparation | 2021-11-15 | 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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,982,956 | 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 | $66 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $66 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $567,456 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $567,456 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $120,057 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,573,750 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $120,057 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $687,579 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $687,579 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $40,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,965 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,965 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $42,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $42,000 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $45,715 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $134,930 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $45,965 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $821,255 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $821,255 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $956,185 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $867,220 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$268,606 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $687,579 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $112,766 | CashBOYAmt |
| Cash EOY | $4,183 | CashEOYAmt |
| Cash EOYFMV | $4,183 | CashEOYFMVAmt |
| Corporate Stock BOY | $356,514 | CorporateStockBOYAmt |
| Corporate Stock EOY | $356,514 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $543,375 | 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 | $14,007,861 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $13,847,838 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $17,265,909 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $14,646,630 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,378,024 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,982,956 | 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 | $14,646,630 | RetainedEarningBOYAmt |
| Retained Earning EOY | $14,378,024 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,646,630 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,378,024 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,646,630 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,378,024 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,646,630 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$268,606 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $14,378,024 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,378,024 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ISHARES RUSSELL MIDCAP | D | 2016-12-28 | 2020-12-09 | $221,600 | $152,895 | $68,705 | $68,705 |
| INVESCO OPNHMR INTL | D | 2018-12-20 | 2020-04-24 | $72,371 | $86,404 | -$14,033 | -$14,033 |
| INVESCO OPNHMR INTL | D | 2019-12-20 | 2020-04-24 | $1,548 | $1,840 | -$292 | -$292 |
| PIMCO GNMA & GOVERNMENT | D | 2019-10-31 | 2020-04-24 | $68,572 | $67,066 | $1,506 | $1,506 |
| T ROWE PRICE BLUE CHIP | D | 2015-05-07 | 2020-07-10 | $50,000 | $24,241 | $25,759 | $25,759 |
| MFS MID CAP GROWTH FD | D | 2019-10-28 | 2020-07-10 | $150,000 | $131,489 | $18,511 | $18,511 |
| PIMCO STOCKPLUS INTL | D | 2019-12-11 | 2020-07-10 | $63,724 | $71,127 | -$7,403 | -$7,403 |
| BLACKROCK MID CAP GROWTH | D | 2019-10-24 | 2020-07-10 | $150,000 | $124,423 | $25,577 | $25,577 |
| VANGUARD HIGH YIELD | D | 2014-01-16 | 2020-04-24 | $159,996 | $175,668 | -$15,672 | -$15,672 |
| VANGUARD HIGH YIELD | D | 2019-12-31 | 2020-04-24 | $10,046 | $10,793 | -$747 | -$747 |
| FIDELITY MUNICIPAL | D | 2014-01-16 | 2020-04-24 | $300,000 | $302,454 | -$2,454 | -$2,454 |
| FIDELITY OVERSEAS FUND | D | 2014-01-16 | 2020-04-24 | $88,169 | $81,826 | $6,343 | $6,343 |
| FIDELITY OVERSEAS FUND | D | 2019-12-09 | 2020-04-24 | $1,223 | $1,413 | -$190 | -$190 |
| FIDELITY PURITAN FUND | D | 2014-01-16 | 2020-04-24 | $220,000 | $212,184 | $7,816 | $7,816 |
| FIDELITY MUNICIPAL | D | 2014-01-16 | 2020-04-24 | $9,596 | $9,870 | -$274 | -$274 |
| CAPITAL GAINS DIVIDENDS | P | $6,905 | $6,905 | $6,905 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $120,057 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,557 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,557 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,557 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,750 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $13,750 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,193 | OverpaymentAmt |
| Applied To ES Tax | $4,193 | 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 | ||||||||
| 345 WYOMING AVENUE | SCRANTON | PA | 18503 | TRUSTEE | 1.00 | $10,000 | $0 | $0 |
| FRANK MCGRATH | ||||||||
| 1003 VALLEY ROAD | MELROSE PARK | PA | 19027 | TRUSTEE | 1.00 | $10,000 | $0 | $0 |
| JED RUBENFELD | ||||||||
| 1031 FOREST ROAD | NEW HAVEN | CT | 06515 | TRUSTEE | 1.00 | $10,000 | $0 | $0 |
| DIANA HOLDRIDGE | ||||||||
| 1900 EASTWOOD ROAD STE 38 | WILMINGTON | NC | 28403 | TRUSTEE | 1.00 | $10,000 | $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 | $15,781,780 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $49,259 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $169,489 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,000,528 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,000,528 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $240,008 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,760,520 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $788,026 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $788,026 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,557 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,557 | TotalTaxAmt |
| Distributable Before Adj | $778,469 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $778,469 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $778,469 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $867,220 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $867,220 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $867,220 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $778,469 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $137,016 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $137,016 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $867,220 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $778,469 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $88,751 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $225,767 | 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 | $225,767 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $137,016 | ExcessFromYear1Amt |
| Excess From Current Year | $88,751 | 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 (43 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 | $17,000 |
| AMERICAN RED CROSS | ||||||
| 430 17TH STREET NW | WASHINGTON | DC | 20006 | PUBLIC | FOR THE PURPOSE OF SERVICES TO ARMED FORCED | $10,000 |
| BOYS & GIRLS CLUBS | ||||||
| 609 ASH ST | SCANTON | PA | 18510 | PUBLIC | FOR THE PURPOSE OF THE AFTER SCHOOL PROGRAM AT THE BOYS & GIRLS CLUB | $25,000 |
| BREAD BASKET OF NORTHEAST PENNSYLVANIA | ||||||
| 550 MADISON AVENUE | SCRANTON | PA | 18510 | PUBLIC | FOR THE PURPOSE OF FOOD DISTRIBUTION AND STORAGE SUPPORT | $6,000 |
| CATHERINE MCAULEY CENTER | ||||||
| 430 PITTSTON AVE | SCANTON | PA | 18505 | PUBLIC | FOR THE PURPOSE OF TRANSITIONING HOMELESS FAMILIES TO INDEPENDENT LIVING | $20,000 |
| CATHOLIC SOCIAL SERVICES OF THE DIOCESE OF SCRANTON | ||||||
| 504 PENN AVENUE | SCRANTON | PA | 18509 | PUBLIC | FOR THE PURPOSE OF REVIVING A CORE MODEL FOR SELF-SUFFICIENCY: A RETURN TO EVIDENCE-BASED RELIEF ASSISTANCE | $20,000 |
| CHABAD OF THE ABINGTONS | ||||||
| 831 MADISON AVE | SCANTON | PA | 18510 | PUBLIC | FOR THE PURPOSE OF EXPANSION | $35,000 |
| DRESS FOR SUCCESS | ||||||
| 431 N 7TH AVE | SCANTON | PA | 18503 | PUBLIC | FOR THE PURPOSE OF DRESS FOR SUCCESS LACKAWANNA OPERATIONAL SUPPORT | $20,000 |
| ELECTRIC CITY STELL DRUM PROJECT | ||||||
| 300 LACKAWANNA AVENUE | SCANTON | PA | 18503 | PUBLIC | FOR THE PURPOSE OF STEEL OF HONOR PROGRAM: SUPPORTING VETERANS THROUGH MUSIC | $12,000 |
| FAMILY SERVICE ASSOCIATION OF NORTHEASTERN PENNSYLVANIA | ||||||
| 31 W MARKET STREET | WILKES BARRE | PA | 18701 | PUBLIC | FOR THE PURPOSE OF PA 211NE/HELP LINE | $10,000 |
| FOUNDATION FOR THE JEWISH ELDERLY | ||||||
| 1101 VINE STREET | SCANTON | PA | 18510 | PUBLIC | FOR THE PURPOSE OF 55+ DIVISION OPERATIONAL SUPPORT | $10,000 |
| GOODWILL | ||||||
| 1766 N KEYSER AVE | SCRANTON | PA | 18508 | PUBLIC | FOR THE PURPOSE OF THE EMPLOYMENT RE-ENTRY PROGRAM | $20,000 |
| INDRALOKA ANIMAL SANCTUARY | ||||||
| PO BOX 155 | MEHOOPANY | PA | 18629 | PUBLIC | FOR THE PURPOSE OF THE NEPA RESCUE VETERINARY CARE | $25,000 |
| JEWISH COMMUNITY CENTER | ||||||
| 601 JEFFERSON AVE | SCANTON | PA | 18510 | PUBLIC | FOR THE PURPOSE OF POOL RENOVATIONS AT THE JCC | $100,000 |
| JEWISH FAMILY SERVICES | ||||||
| 615 JEFFERSON AVE 204 | SCRANTON | PA | 18510 | PUBLIC | FOR THE PURPOSE OF GENERAL OPERATING SUPPORT | $15,000 |
| JUNIOR ACHIEVEMENT | ||||||
| 600 BALTIMORE DRIVE | WILKES BARRE | PA | 18702 | PUBLIC | FOR THE PURPOSE OF JUNIOR ACHIEVEMENT OF NEPA CAPSTONE SUPPORT | $7,500 |
| KEYSTONE MISSION | ||||||
| 8-12 W OLIVE ST | SCRANTON | PA | 18505 | PUBLIC | FOR THE PURPOSE OF THE LIFE TRANSFORMATION PROGRAM CURRICULUM | $15,000 |
| LACAWAC SANCTUARY ENVIRONMENTAL EDUCATION CENTER | ||||||
| 94 SANCTUARY ROAD | LAKE ARIEL | PA | 18436 | PUBLIC | FOR THE PURPOSE OF WELL NATURE KIDS: KIDS WITH SOCIAL AND EMOTIONAL DISABILITIES GO OUTSIDE | $8,000 |
| LACKAWANNA COLLEGE | ||||||
| 501 VINE STREET | SCANTON | PA | 18509 | PUBLIC | FOR THE PURPOSE OF ACHIEVING COLLEGE & CAREER EMPOWERMENT FOR STUDENT SUCCESS | $19,000 |
| MARYWOOD UNIVERSITY | ||||||
| 2300 ADAMS AVE | SCANTON | PA | 18509 | PUBLIC | FOR THE PURPOSE OF THE STARS PROGRAM OPERATIONAL SUPPORT | $15,000 |
| NATIVITY MIGUEL SCHOOL OF SCRANTON | ||||||
| 2300 ADAMS AVE | SCANTON | PA | 18509 | PUBLIC | FOR THE PURPOSE OF THE SUMMER 2020 TRIMESTER - CONTINUUM OF LEARNING POST COVID-19 DISASTER | $5,000 |
| NEPA ANIMAL WELFARE COLLABORATE FUND | ||||||
| 615 JEFFERSON AVE | SCANTON | PA | 18510 | PUBLIC | FOR THE PURPOSE OF COLLABORATIVE SPAY NEUTER INITIATIVE | $5,000 |
| NEPA INCLUSIVE | ||||||
| 22 EAST STREET SUITE 3 | PITTSTON | PA | 18640 | PUBLIC | FOR THE PURPOSE OF THE NEPA INCLUSIVE ACCESSIBLE HOUSING PARTNERSHIP | $10,000 |
| NEPA PET FUND AND RESCUE | ||||||
| PO BOX 3953 | SCRANTON | PA | 18505 | PUBLIC | FOR THE PURPOSE OF HEARTWORM AND SENIOR PET GRANT | $12,000 |
| NORTH SHORE ANIMAL LEAGUE | ||||||
| 25 DAVIS AVE | PORT WASHINGTON | NY | 11050 | PUBLIC | FOR THE PURPOSE OF THE MUTT-I-GREES CURRICULUM - REMOTE OFFERINGS FOR EXPANSION | $15,000 |
| 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 | $30,000 |
| PAWSITIVELY FOR THE ANIMALS | ||||||
| 3265 GREENWOOD AVE | SCANTON | PA | 18505 | PUBLIC | FOR THE PURPOSE OF THE MADDIE FUND | $10,000 |
| QUIGLEYS SHELTER PETS INC | ||||||
| 1509 MADISON AVE | SCANTON | PA | 18509 | PUBLIC | FOR THE PURPOSE OF "OPENING OUR HOME" | $10,000 |
| SCRANTON ANIMAL SHELTER ASSOCIATION INCORPORATION | ||||||
| 215 SOUTH 7TH AVENUE | SCANTON | PA | 18505 | PUBLIC | FOR THE PURPOSE OF SCRANTON ANIMAL SHELTER ASSOCIATION OPERATIONAL SUPPORT | $15,000 |
| SCRANTON AREA FOUNDATION | ||||||
| 615 JEFFERSON AVE | SCANTON | PA | 18510 | PUBLIC | FOR THE PURPOSE OF NEPA COVID-19 RESPONSE FUND | $100,000 |
| SCRANTON CIVIC BALLET COMPANY | ||||||
| 234 MIFFLIN AVENUE | SCANTON | PA | 18503 | PUBLIC | FOR THE PURPOSE OF "GO WITH THE FLOW" | $1,000 |
| SCRANTON LACKAWANNA HUMAN DEVELOPMENT AGENCY | ||||||
| 321 SPRUCE ST | SCANTON | PA | 18503 | PUBLIC | FOR THE PURPOSE OF THE EXPANSION OF EARLY LEARNING PROGRAMS IN THE CITY OF SCRANTON | $50,000 |
| SERVING SENIORS | ||||||
| 538 SPRUCE STREET 408 | SCANTON | PA | 18503 | PUBLIC | FOR THE PURPOSE OF COMMUNITY SERVICES TRANSPORTATION | $8,000 |
| SPCA OF LUZERNE COUNTY | ||||||
| 524 E MAIN STREET | WILKES BARRE | PA | 18702 | PUBLIC | FOR THE PURPOSE OF ANIMAL CARE AND COMPASSION | $5,000 |
| ST CATS AND DOGS OF SCRANTON | ||||||
| 700 NAY AUG RD | SCANTON | PA | 18510 | PUBLIC | FOR THE PURPOSE OF OPERATIONAL SUPPORT | $15,000 |
| TEMPLE ISRAEL | ||||||
| 918 E GIBSON STREET | SCANTON | PA | 18510 | PUBLIC | FOR THE PURPOSE OF COMMUNITY SHABBAT DINNER PROMOTING INTERFAITH ACCEPTANCE AND UNDERSTANDING AND TO PROVIDE MAINTENANCE AND UPKEEPOF THE OLYPHANT-DICKSON CITY JEWISH CEMETERY, OWNED AND OPERATED BY TEMPLE ISRAEL. | $50,255 |
| THE ARC OF NEPA | ||||||
| 115 MEADOW AVENUE | SCANTON | PA | 18505 | PUBLIC | FOR THE PURPOSE OF COLLEGE EXPERIENCE WITH EMPLOYMENT OPPORTUNITIES | $7,500 |
| THE WRIGHT CENTER MEDICAL GROUP | ||||||
| 501 S WASHINGTON STREET AVENUE | SCRANTON | PA | 18505 | PUBLIC | FOR THE PURPOSE OF COMMUNITY HEALTH WORKSERS PATIENT ASSISTANCE PROGRAM | $8,000 |
| UNITED NEIGHBORHOOD CENTERS | ||||||
| 410 W OLIVE ST | SCANTON | PA | 18509 | PUBLIC | FOR THE PURPOSE OF THE EMERGENCY SERVICES AT THE UNITED NEIGHBORHOOD CENTERS OF NEPA | $20,000 |
| UNIVERSITY OF SCRANTON | ||||||
| 800 LINDEN STREET | SCANTON | PA | 18510 | PUBLIC | FOR THE PURPOSE OF THE UNIVERSITY OF SCRANTON 2021 SPARK STUDENT MENTORING PROGRAM | $8,000 |
| VNA HOSPICE & HOME HEALTH OF LACKAWANNA COUNTY | ||||||
| 301 DELAWARE AVENUE | OLYPHANT | PA | 18447 | PUBLIC | FOR THE PURPOSE OF MENTAL HEALTH OUTREACH | $5,000 |
| WILKES UNIVERSITY | ||||||
| 84 SOUTH STREET | WILKES BARRE | PA | 18766 | PUBLIC | FOR THE PURPOSE OF "THE INSTITUTE" - REDLINING AND ITS IMPACT ON POVERTY AND EQUITY IN NEPA TODAY | $10,000 |
| WOMEN'S RESOURCE CENTER | ||||||
| PO BOX 975 | SCANTON | PA | 18501 | PUBLIC | FOR THE PURPOSE OF WRC PROGRAM SUPPORT | $12,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $821,255 | 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 | $66 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $567,456 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $120,057 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $687,579 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $687,579 | 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 GAIN OF $113,152, NET WITH CAPITAL GAIN DISTRIBUTIONS OF $6,905 TOTALS GAINS OF $120,057 | 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 | $3,250 | 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 Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS | StockNm |
| EOY Book Value | $356,514 | EOYBookValueAmt |
| EOYFMV | $543,375 | EOYFMVAmt |
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 | $13,847,838 | BookValueAmt |
| EOYFMV | $17,265,909 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,965 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,965 | 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 | $35,611 | $0 | $0 |
| MEETING EXPENSES | $437 | $0 | $0 |
| HEADQUARTERS EXPENSES | $9,667 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADMINISTRATION FEES | CategoryTxt |
| Amt | $42,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $42,000 | DisbursementsCharitablePrpsAmt |