BENEVENTO & MAYO FOUNDATION TR: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BENEVENTO & MAYO FOUNDATION TR (EIN 23-7880441)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-13
- IRS object ID
- 202032879349101108
- Schema version
- 2019v5.1
- 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 Other Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-13T15:21:27-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232174309 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS M GILL & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 838 SHOEMAKER AVENUE | AddressLine1Txt |
| City | W WYOMING | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18644 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237880441 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENEVENTO AND MAYO FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BENE | BusinessNameControlTxt |
| Phone | 5706932460 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1575 WYOMING AVE | AddressLine1Txt |
| City | FORTY FORT | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18704 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN PARENTE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5706932460 | PhoneNum |
| Signature | 2020-09-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN GILL | PreparerPersonNm |
| PTIN | P01247548 | PTIN |
| Phone | 5706932460 | PhoneNum |
| Preparation | 2020-09-24 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.241.171.129 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-09-24 | IPDt |
| IP Tm | 10:35:25 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 23CF35F549F860D62787F3E6FF9A9F7354EF7B94 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 072C00B2A1923B01A3A00A89F53FD06B43A147A1 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,334,055 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $344 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $344 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $344 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $142,414 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $142,414 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $142,414 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,109 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $633,284 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $154,867 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $142,758 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $142,758 | 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 | $2,025 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,025 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $39,266 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $39,266 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,968 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,968 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $44,259 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $43,259 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $280,554 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $280,554 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $324,813 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $43,259 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $281,554 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$169,946 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $99,499 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $142,758 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $108,668 | CashBOYAmt |
| Cash EOY | $165,491 | CashEOYAmt |
| Cash EOYFMV | $165,491 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $1,540 | PrepaidExpensesBOYAmt |
| Other Investments BOY | $5,391,853 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,168,564 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,168,564 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,502,061 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,334,055 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,334,055 | 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 | $5,502,061 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,334,055 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,502,061 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,334,055 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,502,061 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,334,055 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,502,061 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$169,946 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,940 | OtherIncreasesAmt |
| Subtotal | $5,334,055 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,334,055 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| RBC COVERED | P | 2019-01-01 | 2019-09-30 | $186,623 | $193,916 | -$7,293 | -$7,293 |
| RBC COVERED | P | 2015-01-01 | 2019-09-30 | $193,946 | $199,225 | -$5,279 | -$5,279 |
| FIDELITY COVERED | P | 2019-01-01 | 2019-09-30 | $24,539 | $22,672 | $1,867 | $1,867 |
| FIDELITY COVERED | P | 2018-01-01 | 2019-09-30 | $223,111 | $203,161 | $19,950 | $19,950 |
| FIDELITY - JOHNSON AND JOHNSON | P | 2009-07-31 | 2019-12-06 | $5,057 | $22,001 | -$16,944 | -$16,944 |
| CAPITAL GAINS DIVIDENDS | P | $8 | $8 | $8 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$7,691 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$5,426 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $267,057 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,625,476 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047473 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $67,509 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,413,006 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.012472 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $144,930 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,337,605 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.033412 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $204,379 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,914,408 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052212 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $221,109 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,940,333 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.056114 | DistributionYr5Rt |
| Total Distribution | 0.201683 | TotalDistributionRt |
| Average Distribution | 0.040337 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,664,193 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $228,477 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $995 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $229,472 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $281,554 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $995 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $995 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $995 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,800 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,805 | OverpaymentAmt |
| Applied To ES Tax | $1,805 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN PARENTE TRUSTEE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5706932460 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1575 WYOMING AVENUE | AddressLine1Txt |
| City | FORTY FORT | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18704 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| MARY M PARENTE | ||||||||
| 1575 WYOMING AVE | FORTY FORT | PA | 18704 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| BRIAN J PARENTE | ||||||||
| 1575 WYOMING AVE | FORTY FORT | PA | 18704 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| JOHN PARENTE | ||||||||
| 1575 WYOMING AVE | FORTY FORT | PA | 18704 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| CHARLES E PARENTE | ||||||||
| 1575 WYOMING AVE | FORTY FORT | PA | 18704 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| MARLA PARENTE | ||||||||
| 1575 WYOMING AVE | FORTY FORT | PA | 18704 | TRUSTEE | 0.00 | $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 | $5,750,450 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,750,450 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,750,450 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $86,257 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,664,193 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $283,210 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $283,210 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $995 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $995 | TotalTaxAmt |
| Distributable Before Adj | $282,215 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $282,215 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $282,215 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $281,554 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $281,554 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $995 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $280,559 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $282,215 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $280,554 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $281,554 | QualifyingDistributionsAmt |
| Applied To Year1 | $280,554 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $281,215 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CANDYS PLACE | |||||||
| 190 WELLES ST | FORTY FORT | PA | 18704 | NONE | PC | CHARITABLE | $5,000 |
| CASA OF LUZERNE COUNTY | |||||||
| 667 N RIVER ST | WILKES BARRE | PA | 18701 | NONE | PC | CHARITABLE | $20,000 |
| AMERICAN CANCER SOCIETY | |||||||
| 190 WELLES ST | FORTY FORT | PA | 18704 | NONE | PC | CHARITABLE | $750 |
| FM KIRBY CENTER | |||||||
| 71 PUBLIC ST | WILKES BARRE | PA | 18701 | NONE | PC | CHARITABLE | $3,450 |
| CAMP ORCHARD HILL | |||||||
| 640 ORANGE RD | DALLAS | PA | 18612 | NONE | PC | CHARITABLE | $10,000 |
| JEWISH COMMUNITY ALLIANCE OF NEPA | |||||||
| 60 S RIVER ST | WILKES BARRE | PA | 18702 | NONE | PC | CHARITABLE | $14,120 |
| KINGS COLLEGE | |||||||
| 133 NORTH MAIN ST | WILKES BARRE | PA | 18702 | NONE | PC | CHARITABLE | $126,734 |
| OSTERHOUT FREE LIBRARY | |||||||
| 71 S FRANKLIN ST | WILKES BARRE | PA | 18701 | NONE | PC | CHARITABLE | $1,000 |
| OUR LADY OF VICTORY CHURCH | |||||||
| POLE 26 | HARVEYS LAKE | PA | 18618 | NONE | PC | CHARITABLE | $9,000 |
| CEO WEINBERG FOOD BANK | |||||||
| 185 RESEARCH DRIVE | PITTSTON | PA | 18640 | NONE | PC | CHARITABLE | $10,000 |
| UNITED WAY OF WYOMING VALLEY | |||||||
| 8 WEST MARKET ST | WILKES BARRE | PA | 18701 | NONE | PC | CHARITABLE | $10,000 |
| DIOCESE OF SCRANTON | |||||||
| 330 WYOMING AVE | SCRANTON | PA | 18503 | NONE | PC | CHARITABLE | $8,000 |
| WESTMORELAND VOLUNTEER FIRE COMPANY | |||||||
| 1618 DEMUNDS RD | DALLAS | PA | 18612 | NONE | PC | CHARITABLE | $5,000 |
| WYOMING SEMINARY | |||||||
| 201 NORTH SPRAGUE ST | KINGSTON | PA | 18704 | NONE | PC | CHARITABLE | $3,000 |
| HOLY CROSS FAMILY MINISTRIES | |||||||
| 518 WASHINGTON ST | EASTON | MA | 02356 | NONE | PC | CHARITABLE | $2,500 |
| MATERNAL AND FAMILY HEALTH SERVICES | |||||||
| 15 PUBLIC SQ | WILKES BARRE | PA | 18701 | NONE | PC | CHARITABLE | $15,000 |
| MERCY HOUSE OF THE SOUTHERN TIER | |||||||
| 212 N MCKINLEY AVE | ENDICOTT | NY | 13760 | NONE | PC | CHARITABLE | $5,000 |
| BACK MOUNTAIN POLICE ASSOCIATION | |||||||
| PO BOX 1731 | SHAVERTOWN | PA | 18708 | NONE | PC | CHARITABLE | $1,000 |
| SISTERS OF IHM | |||||||
| 2300 ADAMS AVE | SCRANTON | PA | 18509 | NONE | PC | CHARITABLE | $1,000 |
| LUZERNE FOUNDATION | |||||||
| 34 S RIVER ST | WILKES BARRE | PA | 18702 | NONE | PC | CHARITABLE | $20,000 |
| ULMAN CANCER FUND FOR YOUNG ADULTS | |||||||
| 1215 E FORT AVENUE | BALTIMORE | MD | 21230 | NONE | PC | CHARITABLE | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $280,554 | 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 | $344 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $142,414 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,109 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $154,867 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $154,867 | 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 | CategoryTxt |
| Amt | $2,025 | Amt |
| Net Investment Income | $1,025 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,000 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIDELITY 5691 | AT COST | $4,637,864 | $4,637,864 |
| RBC WEALTH5692 | AT COST | $530,700 | $530,700 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED APPRECIATION IN MARKETABLE SECURITIES | Desc |
| Amt | $1,940 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $39,266 | Amt |
| Net Investment Income | $39,266 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXCISE TAXES | $2,800 | $2,800 | $0 | $0 |
| FOREIGN TAXES | $168 | $168 | $0 | $0 |
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