ROBERT H SPITZ FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT H SPITZ FOUNDATION (EIN 47-2589350)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202503219349103255
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T11:02:01-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | MMQ & 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 | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 472589350 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT H SPITZ FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O SCRANTON AREA FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 5703476203 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 612 JEFFERSON AVENUE | AddressLine1Txt |
| City | SCRANTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18510 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRANK MCGRATH | PersonNm |
| Person Title | BOARD PRESIDENT/TRUSTEE | PersonTitleTxt |
| Phone | 5703476203 | PhoneNum |
| Signature | 2025-11-07 | 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 | MARY ANN NOVAK CPA | PreparerPersonNm |
| PTIN | P01056330 | PTIN |
| Phone | 5709610345 | PhoneNum |
| Preparation | 2025-11-07 | 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 | $17,775,098 | 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 | $32 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $32 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,191,417 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,191,417 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $210,179 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,062,172 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $210,179 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,401,628 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,401,628 | 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 | $5,150 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,150 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $49,666 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $49,666 | OtherProfFeesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $7 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $52,456 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $38,641 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $150,879 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $38,641 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $54,816 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $890,879 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $890,879 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,041,758 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $38,641 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $945,695 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $359,870 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,362,987 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $65,953 | CashBOYAmt |
| Cash EOY | $117,776 | CashEOYAmt |
| Cash EOYFMV | $117,776 | CashEOYFMVAmt |
| 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 | $14,732,044 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $15,040,091 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $17,487,833 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $14,967,486 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,327,356 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,775,098 | 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 | $14,967,486 | RetainedEarningBOYAmt |
| Retained Earning EOY | $15,327,356 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,967,486 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,327,356 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,967,486 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,327,356 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,967,486 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $359,870 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $15,327,356 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,327,356 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| FIDELITY PURITAN FUND | D | $970,000 | $847,838 | $122,162 | $122,162 |
| MAINSTAY FLOATING RATE | D | $1 | $1 | $0 | $0 |
| MFS INTL INTRINSIC | D | $309,835 | $303,227 | $6,608 | $6,608 |
| MFS INTL INTRINSIC | D | $35,111 | $33,529 | $1,582 | $1,582 |
| PUTNAM ULTRA SHORT | D | $229,364 | $228,039 | $1,325 | $1,325 |
| FIRST EAGLE GLOBAL FUND | D | $100,000 | $78,969 | $21,031 | $21,031 |
| AMERICAN WASHINGTON | D | $100,000 | $73,913 | $26,087 | $26,087 |
| LOOMIS SAYLES GLOBAL | D | $305,476 | $275,887 | $29,589 | $29,589 |
| LOOMIS SAYLES GLOBAL | D | $12,385 | $10,590 | $1,795 | $1,795 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $210,179 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $18,946 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $18,946 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $18,946 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,400 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $15,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $27,400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $8,454 | OverpaymentAmt |
| Applied To ES Tax | $8,454 | 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 | 612 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 |
|---|---|---|---|---|---|---|---|---|
| JENNIFER NOGI | ||||||||
| 612 JEFFERSON AVENUE | SCRANTON | PA | 18510 | TRUSTEE | 1.00 | $10,000 | $0 | $0 |
| FRANK MCGRATH | ||||||||
| 612 JEFFERSON AVENUE | SCRANTON | PA | 18510 | TRUSTEE | 1.00 | $10,000 | $0 | $0 |
| JED RUBENFELD | ||||||||
| 612 JEFFERSON AVENUE | SCRANTON | PA | 18510 | TRUSTEE | 1.00 | $10,000 | $0 | $0 |
| DIANA HOLDRIDGE | ||||||||
| 612 JEFFERSON AVENUE | SCRANTON | PA | 18510 | 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 | $17,122,203 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $313,703 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $169,489 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,605,395 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,605,395 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $264,081 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,341,314 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $867,066 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $867,066 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,946 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,946 | TotalTaxAmt |
| Distributable Before Adj | $848,120 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $848,120 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $848,120 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $945,695 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $945,695 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $848,120 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $137,016 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $88,751 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $143,731 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $84,065 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $182,400 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $635,963 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $945,695 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $848,120 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $97,575 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $733,538 | 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 | $137,016 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $596,522 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $88,751 | ExcessFromYear4Amt |
| Excess From Year3 | $143,731 | ExcessFromYear3Amt |
| Excess From Year2 | $84,065 | ExcessFromYear2Amt |
| Excess From Year1 | $182,400 | ExcessFromYear1Amt |
| Excess From Current Year | $97,575 | 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 | 612 JEFFERSON AVENUE | AddressLine1Txt |
| City | SCRANTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18510 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5703476203 | RecipientPhoneNum |
| Form And Info And Materials | REQUESTS ON LETTERHEAD OF ORGANIZATION, DIRECT MAIL SOLICITATIONS, PHONE SOLICITATIONS ALL FOLLOWED BY RECEIPT OF LETTER OF ACKNOWLEDGMENT FROM THE ORGANIZATION AS REQUIRED BY THE IRS SUBSTANTIATION RULES | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (65 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ADOPT A BOXER RESCUE | |||||||
| PO BOX 154 | OLYPHANT | PA | 18447 | PUBLIC | FOR THE PURPOSE OF THE PUPPY MILL PROJECT | $18,000 | |
| AGENCY FOR COMMUNITY EMPOWERMENT OF NEPA | |||||||
| 123 WYOMING AVE SUITE 311 | SCRANTON | PA | 18503 | PUBLIC | FOR THE PURPOSE OF THE 8-UNIT VETERANS' HOUSING COMPLEX @ 601 PROSPECT AVE, SCRANTON, PA, 18505. | $30,000 | |
| ALLIED SERVICES FOUNDATION | |||||||
| 303 SMALLACOMBE DRIVE | CLARKS SUMMIT | PA | 18411 | PUBLIC | FOR THE PURPOSE OF ALLIED SERVICES PEDIATRICS OPERATIONAL SUPPORT. | $12,500 | |
| BIG BROTHERS BIG SISTERS OF NORTHEASTERN PA | |||||||
| 190 WELLES ST SUITE 168-170 | FORTY FORT | PA | 18704 | PUBLIC | FOR THE PURPOSE OF BIG BROTHER BIG SISTERS OF NORTHEASTERN PA OPERATIONAL SUPPORT. | $8,000 | |
| BOYS & GIRLS CLUB OF NORTHEASTERN PA | |||||||
| 609 ASH STREET | SCRANTON | PA | 18510 | PUBLIC | FOR THE PURPOSE OF THE AFTER SCHOOL PROGRAM. | $8,000 | |
| BREAD BASKET OF NORTHEAST PENNSYLVANIA | |||||||
| 550 MADISON AVENUE | SCRANTON | PA | 18510 | PUBLIC | FOR THE PURPOSE OF FOOD PANTRY SUPPORT. | $5,000 | |
| DELAWARE RIVERKEEPER NETWORK | |||||||
| 925 CANAL ST SUITE 3701 | BRISTOL | PA | 19007 | PUBLIC | FOR THE PURPOSE OF SECURING STRONGER STREAM PROTECTIONS THROUGH LAND PRESERVATION PRACTICES, AND RAISING AWARENESS OF THE COMMUNITY BENEFITS OF COUPLING ANTIDEGRADATION AND LAND PRESERVATION. | $9,000 | |
| DISCOVERY MI PRESCHOOL | |||||||
| 1301 BEECH ST | SCRANTON | PA | 18505 | PUBLIC | FOR THE PURPOSE OF CREATING A CHILD CARE HUB IN NORTH SCRANTON (PROVIDENCE). | $25,000 | |
| DRESS FOR SUCCESS LACKAWANNA | |||||||
| 300 LACKAWANNA AVENUE SUITE 204 | SCRANTON | PA | 18503 | PUBLIC | FOR THE PURPOSE OF THE DRESS FOR SUCCESS LACKAWANNA'S EMPOWERMENT ONLINE: VIRTUAL SUITING AND CAREER DEVELOPMENT. | $10,000 | |
| DUNMORE BOROUGH COUNCIL | |||||||
| 400 S BLAKELY ST | DUNMORE | PA | 18509 | PUBLIC | FOR THE PURPOSE OF FERAL CAT TNR. | $4,000 | |
| ELAN GARDENS INC | |||||||
| 465 VENARD ROAD | CLARKS SUMMIT | PA | 18411 | PUBLIC | FOR THE PURPOSE OF RESTRUCTURING AND GROWING ELAN GARDENS MEMORY CARE SPACE. | $30,000 | |
| ELECTRIC CITY STEEL DRUM PROJECT | |||||||
| 300 LACKAWANNA AVE | SCRANTON | PA | 18503 | PUBLIC | FOR THE PURPOSE OF THE STEEL OF HONOR PROGRAM; SUPPORTING VETERANS THROUGH MUSIC. | $3,000 | |
| EQUINES FOR FREEDOM | |||||||
| 2150 PORT ROYAL RD | CLARKS SUMMIT | PA | 18411 | PUBLIC | FOR THE PURPOSE OF EQUINES FOR FREEDOM EMDR THERAPY - VETERANS/FIRST RESPONDERS POST TRAUMATIC STRESS DISORDERS. | $8,000 | |
| FRATERNITE NOTRE DAME | |||||||
| 422 S RIVER ST | SCRANTON | PA | 18505 | PUBLIC | FOR THE PURPOSE OF FRATERNITE NOTRE DAME OPERATIONAL SUPPORT. | $7,000 | |
| GAIT EQUINE ASSISTED SERVICES | |||||||
| 314 FOSTER HILL ROAD | MILFORD | PA | 18337 | PUBLIC | FOR THE PURPOSE OF VETERANS WITH HORSES (VWH) FELLOWSHIP. | $3,000 | |
| GREATER SCRANTON YMCA | |||||||
| 706 NORTH BLAKELY STREET | DUNMORE | PA | 18512 | PUBLIC | FOR THE PURPOSE OF GREATER SCRANTON YMCA - CHILD CARE FINANCIAL ASSISTANCE. | $10,000 | |
| INDRALOKA ANIMAL SANCTUARY | |||||||
| 336 OAK DRIVE | DALTON | PA | 18414 | PUBLIC | FOR THE PURPOSE OF NEPA RESCUE VETERINARY CLINIC | $50,000 | |
| JEWISH COMMUNITY CENTER OF SCRANTON | |||||||
| 601 JEFFERSON AVE | SCRANTON | PA | 18510 | PUBLIC | FOR THE PURPOSE OF THE JCC SWIMMING POOL RENOVATION. | $62,500 | |
| JEWISH FAMILY SERVICE OF NORTHEASTERN PA | |||||||
| 615 JEFFERSON AVE | SCRANTON | PA | 18510 | PUBLIC | FOR THE PURPOSE OF JEWISH FAMILY SERVICE OF NORTHEASTERN PENNSYLVANIA OPERATIONAL SUPPORT. | $10,000 | |
| JEWISH FEDERATION OF NEPA | |||||||
| 601 JEFFERSON AVE | SCRANTON | PA | 18510 | PUBLIC | FOR THE PURPOSE OF THE 37TH ANNUAL TEEN SYMPOSIUM ON THE HOLOCAUST PRESENTED BY HERC AND THE JEWISH FEDERATION OF NEPA. | $23,000 | |
| JEWISH FELLOWSHIP OF HEMLOCK FARMS INC | |||||||
| 1516 HEMLOCK FARMS | LORDS VALLEY | PA | 18428 | PUBLIC | FOR THE PURPOSE OF THE JEWISH FELLOWSHIP OF HEMLOCK FARMS CAPACITY BUILDING. | $12,000 | |
| JEWISH RESOURCE CENTER OF THE POCONOS INC | |||||||
| 1210 N 5TH STREET | STROUDSBURG | PA | 18360 | PUBLIC | FOR THE PURPOSE OF JEWISH RESOURCE CENTER OF THE POCONOS CAPITAL IMPROVEMENTS. | $20,000 | |
| JOBSFIRSTNYC | |||||||
| 11 PARK PLACE SUITE 1106 | NEW YORK | NY | 10007 | PUBLIC | FOR THE PURPOSE OF COMMUNITY INSPIRED NETWORKS FOR CHANGE (COMMUNITYINC): JOBSFIRSTNEPA | $25,000 | |
| JOHNSON COLLEGE | |||||||
| 3427 N MAIN AVENUE | SCRANTON | PA | 18508 | PUBLIC | FOR THE PURPOSES OF JOHNSON COLLEGE MILITARY AND VETERANS' RESOURCE CENTER ($5,000), STUDENT SAFETY NET ($3,000), AND RETURN OF FUNDS PER GRANT AGREEMENT (-$199). | $7,801 | |
| JUNIOR ACHIEVEMENT OF NEPA | |||||||
| 600 BALTIMORE DRIVE 2ND FLOOR | WILKESBARRE | PA | 18702 | PUBLIC | FOR THE PURPOSE OF JUNIOR ACHIEVEMENT CAREER PATHWAYS TO ECONOMIC MOBILITY | $15,000 | |
| LACAWAC SANCTUARY ENVIRONMENTAL EDUCATION CENTER | |||||||
| 94 SANCTUARY ROAD | LAKE ARIEL | PA | 18436 | PUBLIC | FOR THE PURPOSES OF AT EASE: ART AND NATURE FOR VETERANS AND MILITARY COMMUNITY ($5,000) AND WATER QUALITY IN ACTION: A HANDS-ON, CITIZEN-LED APPROACH TO PROMOTING GOOD WATER QUALITY STEWARDSHIP($8,000). | $13,000 | |
| MEALS ON WHEELS OF NEPA | |||||||
| 541 WYOMING AVE | SCRANTON | PA | 18509 | PUBLIC | FOR THE PURPOSE OF THE TREASURED FRIENDS FUREVER PET FOOD PROGRAM (TF). | $8,000 | |
| METAMORPHOSIS WOMEN'S EMPOWERMENT INITIATIVE | |||||||
| 804 SARAH STREET SUITE 308 | EAST STROUDSBURG | PA | 18360 | PUBLIC | FOR THE PURPOSE OF METAMORPHOSIS WOMEN'S EMPOWERMENT INITIATIVE CASE MANAGEMENT ENHANCEMENT | $5,000 | |
| MONROE COUNTY MEALS ON WHEELS INC | |||||||
| 901 POLK VALLEY RD | STROUDSBURG | PA | 18360 | PUBLIC | FOR THE PURPOSE OF THE MONROE COUNTY MEALS ON WHEELS PET CARE PROGRAM. | $2,500 | |
| NATIVITYMIGUEL SCHOOL OF SCRANTON | |||||||
| 2300 ADAMS AVE | DUNMORE | PA | 18509 | PUBLIC | FOR THE PURPOSE OF THE NATIVITYMIGUEL SCHOOL OF SCRANTON EXTENDED DAY PROGRAM. | $5,000 | |
| NEIGHBORWORKS NORTHEASTERN PENNSYLVANIA | |||||||
| 815 SMITH STREET | SCRANTON | PA | 18504 | PUBLIC | FOR THE PURPOSE OF SHARED EQUITY HOUSING PLANNING CAPACITY | $20,000 | |
| NEPA INCLUSIVE | |||||||
| PO BOX 964 | PITTSTON | PA | 18640 | PUBLIC | FOR THE PURPOSE OF NEPA INCLUSIVE RENTAL ASSISTANCE PROGRAM (IRAP) | $5,000 | |
| NEPA PET FUND AND RESCUE | |||||||
| PO BOX 3953 | SCRANTON | PA | 18505 | PUBLIC | FOR THE PURPOSE OF THE NEPA PET RESCUE COMMUNITY PROGRAM. | $12,000 | |
| NEW HYTES | |||||||
| 61 GOULD LANE | BRANFORD | CT | 06405 | PUBLIC | FOR THE PURPOSE OF NEW HYTES CAPITAL CAMPAIGN | $50,000 | |
| NORTH SHORE ANIMAL LEAGUE | |||||||
| 16 LEWYT ST | PORT WASHINGTON | NY | 11050 | PUBLIC | FOR THE PURPOSE NORTH SHORE ANIMAL LEAGUE AMERICA OPERATIONAL SUPPORT. | $10,000 | |
| NORTHEAST PA AREA HEALTH EDUCATION CENTER | |||||||
| 164 SCRANTON CARBONDALE HIGHWAY | ARCHBALD | PA | 18403 | PUBLIC | FOR THE PURPOSE OF NATIONAL HEALTH CORPS COMMUNITY HEALTH FELLOWSHIP (NHCCHF) | $20,000 | |
| NORTHEASTERN PENNSYLVANIA EDUCATIONAL TELEVISION ASSOCIATION | |||||||
| 100 WVIA WAY | PITTSTON | PA | 18640 | PUBLIC | FOR THE PURPOSE OF KEYSTONE EDITION HEALTH - MICROPLASTICS | $5,000 | |
| OUTREACH CENTER FOR COMMUNITY RESOURCES | |||||||
| 431 N 7TH AVE | SCRANTON | PA | 18503 | PUBLIC | FOR THE PURPOSE OF SUPPORT FOR ADULT GED TO PROVIDE PATHWAYS OUT OF POVERTY. | $20,000 | |
| PATIENT ENGAGEMENT COUNCIL DBA THE WRIGHT CENTER FOR PATIENT AND COMMUNITY | |||||||
| 501 S WASHINGTON AVE SUITE 1000 | SCRANTON | PA | 18505 | PUBLIC | FOR THE PURPOSE OF THE PATIENT AND COMMUNITY NEEDS PROGRAM - THE FUNDS WILL BE USED FOR A FOOD DONATION PROGRAM, NUTRITION EDUCATION/FOOD DEMONSTRATION,AND TRANSPORTATION ASSISTANCE TO ALLEVIATE FINANCIAL HARDSHIPS FOR TWCCH PATIENTS AND THE COMMUNITY WE SERVE. | $10,000 | |
| PAWSITIVELY FOR THE ANIMALS | |||||||
| 3265 GREENWOOD AVE | SCRANTON | PA | 18505 | PUBLIC | FOR THE PURPOSE OF THE BOW MEOW PET EMERGENCY FUND. | $12,000 | |
| PROVIDENCE PREGNANCY CENTER | |||||||
| 1660 N MAIN AVE | SCRANTON | PA | 18508 | PUBLIC | FOR THE PURPOSE OF CASA DE MARIA MATERNITY HOME RENOVATIONS. | $5,000 | |
| QUIGLEY'S SHELTER PET'S INC | |||||||
| 1509 MADISON AVE | DUNMORE | PA | 18509 | PUBLIC | FOR THE PURPOSE OF VETERINARY CARE FOR RESCUED ANIMALS. | $5,000 | |
| SAINT JOSEPHS CENTER | |||||||
| 2010 ADAMS AVE | SCRANTON | PA | 18509 | PUBLIC | FOR THE PURPOSE OF WALSH MANOR AND MOTHER INFANT OPERATIONAL SUPPORT. | $5,000 | |
| SCRANTON ANIMAL SHELTER ASSOCIATION INC | |||||||
| 815 UNION ST | TAYLOR | PA | 18715 | PUBLIC | FOR THE PURPOSE OF FERAL/STRAY CAT CARE. | $2,500 | |
| SCRANTON AREA COMMUNITY FOUNDATION | |||||||
| 615 JEFFERSON AVE | SCRANTON | PA | 18510 | PUBLIC | FOR THE PURPOSE OF THE NEPA ANIMAL WELFARE COLLABORATIVE FERAL CAT PROGRAM AND NEPA GIVES. | $25,536 | |
| SCRANTON FIRE DEPARTMENT | |||||||
| 340 NORTH WASHINGTON AVENUE | SCRANTON | PA | 18503 | PUBLIC | FOR THE PURPOSE OF SCRANTON FIRE DEPARTMENT ENGINE 9 TRUCK 4. | $1,000 | |
| SCRANTON UNICO CHAPTER | |||||||
| PO BOX 278 | SCRANTON | PA | 18512 | PUBLIC | FOR THE PURPOSE OF THE UNICO NATIONAL SCRANTON CHAPTER & CPT, JAMES R. MINICOZZI MEMORIAL RACE. | $2,000 | |
| SERVING SENIORS INC | |||||||
| 116 NORTH WASHINGTON AVENUE SUITE | SCRANTON | PA | 18508 | PUBLIC | FOR THE PURPOSE OF PATIENT ADVOCATE PROGRAM. | $4,000 | 2E |
| SOS PET RESCUE | |||||||
| 305 ROSETO AVENUE 1014 | ROSETO | PA | 18013 | PUBLIC | FOR THE PURPOSE OF SOS PET RESCUE OPERATIONAL SUPPORT. | $2,500 | |
| ST CATS AND DOGS OF SCRANTON | |||||||
| 1900 EAST GIBSON ST | SCRANTON | PA | 18510 | PUBLIC | FOR THE PURPOSE OF ST. CATS AND DOGS OF NAY AUG OPERATIONAL SUPPORT. | $14,000 | |
| TEMPLE ISRAEL OF SCRANTON | |||||||
| 918 E GIBSON ST | SCRANTON | PA | 18510 | PUBLIC | FOR THE PURPOSE OF COMMUNITY DINNERS AND CEMETERY MAINTENANCE. | $46,542 | |
| THE ARC OF NORTHEASTERN PA | |||||||
| 115 MEADOW AVE | SCRANTON | PA | 18505 | PUBLIC | FOR THE PURPOSE OF SECONDARY TRANSITION AND EDUCATIONAL TRAININGS TO SUPPORT CHILDREN, ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES (IDD) AND THEIR FAMILIES. | $3,000 | |
| THE BOROUGH OF DICKSON CITY | |||||||
| 901 ENTERPRISE ST | DICKSON CITY | PA | 18519 | PUBLIC | FOR THE PURPOSE OF THE DICKSON CITY BOROUGH VETERANS OF FOREIGN WARS (VFW) MEMORIAL PARK MONUMENT AND PICNIC GROVE PROJECT. | $25,000 | |
| THE CONGREGATION OF THE SISTERS OF THE IMMACULATE HEART OF MARY | |||||||
| 2300 ADAMS AVENUE | SCRANTON | PA | 18509 | PUBLIC | FOR THE PURPOSE OF EVERYDAY ENGLISH FOR ADULTS COLLABORATIVE COMMUNITY PROGRAM. | $8,000 | |
| THE GREATER SCRANTON CHAMBER OF COMMERCE | |||||||
| PO BOX 431 222 MULBERRY STREET | SCRANTON | PA | 18501 | PUBLIC | FOR THE PURPOSE OF SKILLS IN SCRANTON BUSINESS EDUCATION PARTNERSHIP PROGRAMMATIC SUPPORT. | $15,000 | |
| THE HUMANE SOCIETY OF LACKAWANNA DBA GRIFFIN POND ANIMAL SHELTER | |||||||
| 967 GRIFFIN POND ROAD | SOUTH ABINGTON | PA | 18411 | PUBLIC | FOR THE PURPOSE OF THE ROBERT H. SPITZ FOUNDATION RECOVERY ROOM. | $15,000 | |
| THE HUMANE SOCIETY OF WYOMING COUNTY INC | |||||||
| 231 ORCHARD DRIVE | FALLS | PA | 18615 | PUBLIC | FOR THE PURPOSE OF THE HUMANE SOCIETY OF WYOMING COUNTY 2024 SPAY/NEUTER PROGRAM GRANT. | $2,500 | |
| THE INSTITUTE | |||||||
| 169 NORTH PENNSYLVANIA AVE | WILKESBARRE | PA | 18701 | PUBLIC | FOR THE PURPOSE OF BREAKING THE CYCLE OF POVERTY. | $10,000 | |
| THE SALVATION ARMY | |||||||
| 701 NORTH BROAD ST | PHILADELPHIA | PA | 19123 | PUBLIC | FOR THE PURPOSE OF THE SALVATION ARMY SCRANTON - RENTAL/UTILITY EMERGENCY SUPPORT. | $5,000 | |
| TREATMENT COURT ADVOCACY CENTER OF LACKAWANNA COUNTY | |||||||
| 212 FRONT ST | CLARKS SUMMIT | PA | 18411 | PUBLIC | FOR THE PURPOSE OF TREATMENT COURT ADVOCACY CENTER OF LACKAWANNA COUNTY VETERANS PROGRAM OPERATIONAL SUPPORT. | $25,000 | |
| UNITED NEIGHBORHOOD CENTERS OF NEPA | |||||||
| 425 ALDER ST | SCRANTON | PA | 18505 | PUBLIC | FOR THE PURPOSE OF EMERGENCY ASSISTANCE PROGRAM. | $15,000 | |
| VALLEY YOUTH HOUSE | |||||||
| 3400 HIGH POINT BLVD | BETHLEHEM | PA | 18017 | PUBLIC | FOR THE PURPOSE OF THE VALLEY YOUTH HOUSE RAPID RE-HOUSING PROGRAM FOR YOUTH EXPERIENCING HOMELESSNESS IN LACKAWANNA COUNTY. | $10,000 | |
| WARRIOR STRONG INC | |||||||
| 311 ADAMS AVE | SCRANTON | PA | 18503 | PUBLIC | FOR THE PURPOSE OF WARRIOR STRONG VETERANS INCLUSIVE PROGRAM. | $12,000 | |
| WAYNE COUNTY COMMUNITY FOUNDATION | |||||||
| 918 CHURCH STREET SUITE F | HONESDALE | PA | 18431 | PUBLIC | FOR THE PURPOSE OF CONGREGATION BETH ISRAEL'S 175TH ANNIVERSARY. | $8,000 | |
| WOMEN'S RESOURCE CENTER | |||||||
| PO BOX 975 | SCRANTON | PA | 18501 | PUBLIC | FOR THE PURPOSE OF WRC OPERATIONAL SUPPORT ($5,000) AND WRC PET PROGRAM OPERATIONAL SUPPORT ($6,000). | $11,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $890,879 | 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 | $32 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,191,417 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $210,179 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,401,628 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,401,628 | 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 $210,179. | 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 | $3,600 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | ORGANIZATION IS NOT REQUIRED TO FILE WITH THE STATE | ExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $15,040,091 | BookValueAmt |
| EOYFMV | $17,487,833 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $5,150 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,150 | 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 | $38,641 | $38,641 | $0 |
| HEADQUARTERS EXPENSES | $13,047 | $0 | $0 |
| OTHER EXPENSES | $768 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADMINISTRATION FEES | CategoryTxt |
| Amt | $49,666 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $49,666 | DisbursementsCharitablePrpsAmt |