ROBERT H SPITZ FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT H SPITZ FOUNDATION (EIN 47-2589350)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-15
- IRS object ID
- 201941359349102209
- Schema version
- 2018v3.1
- 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
- Schedule B
- 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
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-15T11:32:55-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 JACOB NOGI TRUSTEE | 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 | 345 WYOMING AVENUE | AddressLine1Txt |
| City | SCRANTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18503 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JACOB NOGI | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5709638880 | PhoneNum |
| Signature | 2019-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANCIS J MERKEL CPA | PreparerPersonNm |
| PTIN | P01249556 | PTIN |
| Phone | 5709610345 | PhoneNum |
| Preparation | 2019-05-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.167.86.170 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-15 | IPDt |
| IP Tm | 12:30:10 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DFE02A9CEAAC4DE0715E81759D7648AAFEF481EE | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | DFE02A9CEAAC4DE0715E81759D7648AAFEF481EE | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,928,744 | 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 | $88,299 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,227 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,227 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,331,214 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,331,214 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $151,684 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,411,434 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $151,684 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,574,424 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,486,125 | 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 | $11,925 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $11,925 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $30,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $30,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $13,552 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $622 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $22,332 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $13,447 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $124,909 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,069 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $41,925 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $999,648 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $999,648 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,124,557 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,069 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,041,573 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $449,867 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,472,056 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $73,330 | CashBOYAmt |
| Cash EOY | $163,080 | CashEOYAmt |
| Cash EOYFMV | $163,080 | CashEOYFMVAmt |
| Corporate Stock BOY | $835,530 | CorporateStockBOYAmt |
| Corporate Stock EOY | $583,216 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $547,636 | 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 | $13,495,139 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $14,107,570 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $13,048,539 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $14,573,488 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,023,355 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,928,744 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $14,573,488 | RetainedEarningBOYAmt |
| Retained Earning EOY | $15,023,355 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,573,488 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,023,355 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,573,488 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,023,355 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,573,488 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $449,867 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $15,023,355 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,023,355 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (63 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AMERISOURCEBERGEN CORP | D | 2018-03-01 | 2018-05-11 | $22 | $25 | -$3 | -$3 |
| GENERAL DYNAMICS CRP | D | 2018-02-07 | 2018-05-11 | $111 | $119 | -$8 | -$8 |
| ISHARES RUSSELL MIDCAP GROWTH | P | 2018-03-26 | 2018-05-11 | $206 | $197 | $9 | $9 |
| JOHNSON & JOHNSON | P | 2018-03-09 | 2018-05-11 | $122 | $129 | -$7 | -$7 |
| MCCORMICK & CO INC | P | 2018-04-19 | 2018-05-11 | $4 | $4 | $0 | $0 |
| MCKESSON CORP, MCK | D | 2018-03-28 | 2018-05-11 | $5 | $5 | $0 | $0 |
| ORACLE CORP COM | D | 2018-04-27 | 2018-05-11 | $32 | $31 | $1 | $1 |
| PRAXAIN INC | D | 2018-03-13 | 2018-05-11 | $153 | $157 | -$4 | -$4 |
| PROCTER & GAMBLE CO COM | D | 2018-02-13 | 2018-05-11 | $70 | $78 | -$8 | -$8 |
| UNITED PARCEL SVC INC CL B | D | 2018-03-05 | 2018-05-11 | $100 | $93 | $7 | $7 |
| VANGUARD REAL ESTATE | D | 2018-03-28 | 2018-05-11 | $28 | $27 | $1 | $1 |
| AMERISOURCEBERGEN CORP | D | 2016-12-21 | 2018-06-05 | $17,169 | $15,934 | $1,235 | $1,235 |
| AMERISOURCEBERGEN CORP | D | 2017-08-30 | 2018-06-05 | $170 | $171 | -$1 | -$1 |
| BOOKING HLDGS | D | 2016-12-21 | 2018-06-05 | $42,835 | $29,854 | $12,981 | $12,981 |
| ISHARES RUSSELL | D | 2015-05-01 | 2018-06-05 | $285,181 | $196,917 | $88,264 | $88,264 |
| ISHARES RUSSELL | D | 2017-09-28 | 2018-06-05 | $3,347 | $2,947 | $400 | $400 |
| VANGUARD REAL ESTATE | D | 2015-05-01 | 2018-06-05 | $38,774 | $37,694 | $1,080 | $1,080 |
| VANGUARD REAL ESTATE | D | 2017-09-26 | 2018-06-05 | $1,672 | $1,706 | -$34 | -$34 |
| ISHARES 1-3 YEAR | D | 2015-05-01 | 2018-06-05 | $84,763 | $86,245 | -$1,482 | -$1,482 |
| ISHARES 1-3 YEAR | D | 2017-12-26 | 2018-06-05 | $1,451 | $1,465 | -$14 | -$14 |
| GENERAL DYNAMICS CORP | D | 2016-12-21 | 2018-06-05 | $34,496 | $30,048 | $4,448 | $4,448 |
| GENERAL DYNAMICS CORP | D | 2017-08-08 | 2018-06-05 | $201 | $204 | -$3 | -$3 |
| ISHARES RS 2000 VALUE | D | 2015-07-09 | 2018-06-05 | $65,469 | $49,734 | $15,735 | $15,735 |
| ISHARES RS 2000 VALUE | D | 2017-12-26 | 2018-06-05 | $1,067 | $982 | $85 | $85 |
| JOHNSON & JOHNSON | D | 2016-12-21 | 2018-06-05 | $30,549 | $29,200 | $1,349 | $1,349 |
| JOHNSON & JOHNSON | D | 2017-06-08 | 2018-06-05 | $606 | $671 | -$65 | -$65 |
| MCKESSON CORP, MCK | D | 2016-12-21 | 2018-06-05 | $14,471 | $14,330 | $141 | $141 |
| MCCORMICK & CO INC | D | 2016-12-21 | 2018-06-05 | $30,511 | $28,234 | $2,277 | $2,277 |
| MCCORMICK & CO INC | D | 2018-01-11 | 2018-06-05 | $604 | $598 | $6 | $6 |
| ORACLE CORP COM | D | 2016-01-21 | 2018-06-05 | $33,176 | $27,463 | $5,713 | $5,713 |
| ORACLE CORP COM | D | 2018-01-22 | 2018-06-05 | $470 | $491 | -$21 | -$21 |
| PRAXAIN INC | D | 2017-03-10 | 2018-06-05 | $38,602 | $29,146 | $9,456 | $9,456 |
| PRAXAIN INC | D | 2017-06-12 | 2018-06-05 | $638 | $568 | $70 | $70 |
| PROCTER & GAMBLE CO COM | D | 2017-05-10 | 2018-06-05 | $26,344 | $31,143 | -$4,799 | -$4,799 |
| PROCTER & GAMBLE CO COM | D | 2017-08-10 | 2018-06-05 | $518 | $614 | -$96 | -$96 |
| UNITED PARCEL SVC INC CL B | D | 2016-12-21 | 2018-06-05 | $29,672 | $29,631 | $41 | $41 |
| UNITED PARCEL SVC INC CL B | D | 2017-11-27 | 2018-06-05 | $584 | $558 | $26 | $26 |
| FIRST EAG GLOBAL | D | 2015-05-07 | 2018-06-05 | $2,977 | $2,734 | $243 | $243 |
| FIRST EAG GLOBAL | D | 2017-12-14 | 2018-06-05 | $24 | $23 | $1 | $1 |
| DELAWARE VALUE FD | D | 2015-05-07 | 2018-06-05 | $43,559 | $36,798 | $6,761 | $6,761 |
| DELAWARE VALUE FD | D | 2018-03-23 | 2018-06-05 | $5 | $5 | $0 | $0 |
| VANGUARD SH TM BD | D | 2017-01-31 | 2018-06-05 | $84,213 | $86,573 | -$2,360 | -$2,360 |
| VANGUARD SH TM BD | D | 2017-12-19 | 2018-06-05 | $2,355 | $1,390 | $965 | $965 |
| AMERICAN CAPITAL WORLD | D | 2015-05-07 | 2018-06-05 | $12,355 | $11,323 | $1,032 | $1,032 |
| AMERICAN CAPITAL WORLD | D | 2018-03-15 | 2018-06-05 | $15 | $16 | -$1 | -$1 |
| VANGUARD TTL INT | D | 2017-01-31 | 2018-06-05 | $50,632 | $49,733 | $899 | $899 |
| VANGUARD TTL INT | D | 2017-10-31 | 2018-06-05 | $1,089 | $1,070 | $19 | $19 |
| TIME INC SHS | D | 2000-12-31 | 2018-02-02 | $148 | $195 | -$47 | -$47 |
| TIME WARNER INC SHS | D | 2014-01-16 | 2018-06-15 | $3,548 | $1,196 | $2,352 | $2,352 |
| DWS CROCI INTERNATIONAL | D | 2017-07-17 | 2018-09-25 | $217,708 | $218,081 | -$373 | -$373 |
| AT&T INC | D | 2014-01-16 | 2018-11-02 | $2,964 | $3,328 | -$364 | -$364 |
| CHARTER COMMUNICATIONS | D | 2014-01-16 | 2018-11-02 | $2,092 | $1,014 | $1,078 | $1,078 |
| DUKE ENERGY CORP | D | 2017-05-15 | 2018-11-02 | $2,942 | $3,092 | -$150 | -$150 |
| ENBRIDGE INC | D | 2017-11-16 | 2018-11-02 | $1,509 | $1,793 | -$284 | -$284 |
| AT&T INC | D | 2014-01-16 | 2018-11-02 | $2,654 | $8,153 | -$5,499 | -$5,499 |
| HOST HOTELS & RESORTS | D | 2014-01-16 | 2018-11-02 | $3,999 | $4,311 | -$312 | -$312 |
| METLIFE INC | D | 2017-07-26 | 2018-11-02 | $5,352 | $6,951 | -$1,599 | -$1,599 |
| NEW NEWSCORP LLC | D | 2014-01-16 | 2018-11-02 | $341 | $480 | -$139 | -$139 |
| VISHAY PRECISION GROUP | D | 2014-01-16 | 2018-11-02 | $938 | $444 | $494 | $494 |
| WALMART INC | D | 2014-01-16 | 2018-11-02 | $663 | $538 | $125 | $125 |
| WF SRT TERM BD | D | 2014-01-16 | 2018-11-02 | $167,000 | $170,691 | -$3,691 | -$3,691 |
| EXPRESS SCRIPTS HLDG CO | D | 2014-01-16 | 2018-12-24 | $4,095 | $2,405 | $1,690 | $1,690 |
| CAPITAL GAINS DIVIDENDS | P | $14,064 | $14,064 | $14,064 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $151,684 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $357,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $12,598,399 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.028377 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $15,151 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,439,687 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.010524 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $0 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000000 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $0 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.000000 | DistributionYr4Rt |
| Total Distribution | 0.038901 | TotalDistributionRt |
| Average Distribution | 0.009725 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $15,081,308 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $146,666 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $14,721 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $161,387 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,041,573 | 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 | $14,721 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $14,721 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $14,721 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,240 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,240 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $21 | EsPenaltyAmt |
| Tax Due | $7,502 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | 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 | $15,049,225 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $92,259 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $169,489 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,310,973 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,310,973 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $229,665 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,081,308 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $754,065 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $754,065 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,721 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,721 | TotalTaxAmt |
| Distributable Before Adj | $739,344 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $739,344 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $739,344 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,041,573 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,041,573 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $14,721 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,026,852 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $739,344 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $313,873 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,041,573 | QualifyingDistributionsAmt |
| Applied To Year1 | $313,873 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $727,700 | 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 | $11,644 | 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
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 (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BOYS & GIRLS CLUBS | ||||||
| 609 ASH ST | SCRANTON | PA | 18510 | PUBLIC | FOR THE PURPOSE OF THE AFTER SCHOOL PROGRAM AT THE BOYS & GIRLS CLUB | $15,000 |
| DRESS FOR SUCCESS | ||||||
| 431 N 7TH AVE | SCRANTON | PA | 18503 | PUBLIC | FOR THE PURPOSE OF THE PATH TO SUCCESS PROGRAM AT DRESS FOR SUCCESS | $15,000 |
| OUTREACH CENTER FOR COMMUNITY RESOURCES | ||||||
| 431 N 7TH AVE | SCRANTON | PA | 18503 | PUBLIC | FOR THE PURPOSE OF THE FAMILY CENTER OPERATING SUPPORT | $30,000 |
| EQUINES FOR FREEDOM | ||||||
| 2150 PORT ROYAL RD | CLARKS SUMMIT | PA | 18411 | PUBLIC | FOR THE PURPOSE OF THE EQUINE-ASSISTED EMDR TREATMENT FOR VETERANS WITH PTSD | $10,000 |
| GOODWILL | ||||||
| 1766 N KEYSER AVE | SCRANTON | PA | 18508 | PUBLIC | FOR THE PURPOSE OF THE EMPLOYMENT FIRST PROJECT | $21,000 |
| INDRALOKA ANIMAL SANCTUARY | ||||||
| PO BOX 155 | MEHOOPANY | PA | 18629 | PUBLIC | FOR THE PURPOSE OF THE INDRALOKA'S HOPEFUL HEROES PROGRAM | $25,000 |
| JEWISH FAMILY SERVICES | ||||||
| 615 JEFFERSON AVE 204 | SCRANTON | PA | 18510 | PUBLIC | FOR THE PURPOSE OF GENERAL OPERATING SUPPORT | $10,000 |
| JEWISH FEDERATION OF NEPA | ||||||
| 601 JEFFERSON AVE | SCRANTON | PA | 18510 | PUBLIC | FOR THE PURPOSE OF PROVIDENCE CEMETERY MAINTENANCE AND SUPPORT THE 31ST ANNUAL TEEN SYMPOSIUM ON THE HOLOCAUST | $28,000 |
| MEALS ON WHEELS | ||||||
| 541 WYOMING AVE 2 | SCRANTON | PA | 18509 | PUBLIC | FOR THE PURPOSE OF THE TREASURED FRIENDS PET FOOD PROGRAM | $15,000 |
| NATIVITY MIGUEL SCHOOL | ||||||
| 1 KNOX RD | SCRANTON | PA | 18505 | PUBLIC | FOR THE PURPOSE OF TRANSPORTATION FOR THE SUMMER SEMESTERFOR THE PURPOSE OF FIRST GENERATION LEADERSHIP | $18,000 |
| NORTH SHORE ANIMAL LEAGUE | ||||||
| 25 DAVIS AVE | PORT WASHINGTON | NY | 11050 | PUBLIC | FOR THE PURPOSE OF THE MILL DOG RESCUE PROGRAM | $25,000 |
| TEMPLE ISRAEL | ||||||
| 918 E GIBSON STREET | SCRANTON | PA | 18510 | PUBLIC | TO PROVIDE FOR MAINTENANCE AND UPKEEP OF THE OLYPHANT-DICKSON CITY JEWISH CEMETERY, OWNED AND OPERATED BY TEMPLE ISRAEL | $13,401 |
| TREATMENT COURT ADVOCACY CENTER LACKAWANNA COUNTY | ||||||
| 212 FRONT ST | CLARKS SUMMIT | PA | 18411 | PUBLIC | FOR THE PURPOSES OF THE VETERANS TREATMENT COURT - TRANSITIONAL SERVICES AND TRAINING GRANT | $50,000 |
| UNITED NEIGHBORHOOD CENTERS | ||||||
| 410 W OLIVE ST | SCRANTON | PA | 18509 | PUBLIC | FOR THE PURPOSE OF THE EMERGENCY SERVICES AT THE UNITED NEIGHBORHOOD CENTERS | $25,000 |
| UNIVERSITY OF SCRANTON LEAHY CLINIC | ||||||
| 230 KRESSLER COURT | SCRANTON | PA | 18503 | PUBLIC | FOR THE PURPOSE OF THE EDWARD R. LEAHY JR. CLINIC FOR THE UNINSURED | $10,000 |
| WOMEN'S RESOURCE CENTER | ||||||
| PO BOX 975 | SCRANTON | PA | 18501 | PUBLIC | FOR THE PURPOSE OF THE PROTECTING PETS AROUND DOMESTIC VIOLENCE | $10,000 |
| ADOPT A BOXER | ||||||
| PO BOX 154 | OLYPHANT | PA | 18447 | PUBLIC | FOR THE PURPOSE OF PROVIDING ASSISTANCE WITH PUPPY MILL PROJECT | $15,000 |
| CATHOLIC SOCIAL SERVICES | ||||||
| 516 FIG ST | SCRANTON | PA | 18505 | PUBLIC | FOR THE PURPOSE OF PET PROTECTION WITHIN VETERAN AND POVERTY POPULATIONS | $17,500 |
| FOUNDATION FOR THE JEWISH ELDERLY | ||||||
| 1101 VINE STREET | SCRANTON | PA | 18510 | PUBLIC | TO PROVIDE ASSISTANCE WITH THE PATIO EXTENSION AT THE JEWISH HOME | $100,000 |
| GEISINGER CLINIC | ||||||
| 3 W OLIVE ST | SCRANTON | PA | 18508 | PUBLIC | FOR THE PURPOSE OF THE FRESH FOOD PHARMACY | $10,000 |
| GEISINGER COMMONWEALTH SCHOOL OF MEDICINE | ||||||
| 525 PINE STREET | SCRANTON | PA | 18510 | PUBLIC | FOR THE PURPOSE OF HIGHER EDUCATION INITIATIVES (REACH-HEI) | $50,000 |
| LACKAWANNA COLLEGE | ||||||
| 501 VINE ST | SCANTON | PA | 18509 | PUBLIC | FOR THE PURPOSE OF ACHIEVING COLLEGE & CAREER EMPOWERMENT FOR STUDENT SUCCESS | $10,000 |
| MARYWOOD UNIVERSITY | ||||||
| 2300 ADAMS AVE | SCRANTON | PA | 18509 | PUBLIC | FOR THE PURPOSE OF THE STARS PROGRAM | $10,000 |
| NEIGHBORWORKS | ||||||
| 1510 N MAIN AVE | SCRANTON | PA | 18508 | PUBLIC | FOR THE PURPOSE OF FINANCIAL EMPOWERMENT & HOMEOWNERSHIP INITIATIVE | $25,000 |
| QUIGLEYS SHELTER PETS INC | ||||||
| 1509 MADISON AVE | SCANTON | PA | 18509 | PUBLIC | FOR THE PURPOSE OF "COMING HOME", "LEND A HEART", AND "LIFETIME CARE" PROGRAMS | $20,000 |
| SERVING SENIORS | ||||||
| 538 SPRUCE STREET 408 | SCANTON | PA | 18503 | PUBLIC | FOR THE PURPOSE OF COMMUNITY SERVICES TRANSPORTATION | $10,000 |
| VALLEY YOUTH HOUSE | ||||||
| 65 PUBLIC ST 520 | WILKESBARRE | PA | 18701 | PUBLIC | FOR THE PURPOSE OF SUPPORTIVE HOUSING FOR HOMELESS IN LACKAWANNA COUNTY YOUTH | $48,772 |
| NEPA YOUTH SHELTER | ||||||
| 541 WYOMING AVE | SCRANTON | PA | 18509 | PUBLIC | FOR THE PURPOSE OF ASSISTING WITH PROGRAMS AND OPERATIONS OF THE SHELTER | $12,975 |
| JEWISH COMMUNITY CENTER | ||||||
| 601 JEFFERSON AVE | SCANTON | PA | 18510 | PUBLIC | FOR THE PURPOSE OF POOL RENOVATIONS AT THE JCC | $350,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $999,648 | 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 | $3,227 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,331,214 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $151,684 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,486,125 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,486,125 | 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 $137,620, NET WITH CAPITAL GAIN DISTRIBUTIONS OF $14,064 TOTALS GAINS OF $154,684 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESTATE OF ROBERT H SPITZ | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 WYOMING AVENUE | AddressLine1Txt |
| City | SCRANTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18503 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $88,299 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,100 | 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 | $583,216 | EOYBookValueAmt |
| EOYFMV | $547,636 | 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 | $14,107,570 | BookValueAmt |
| EOYFMV | $13,048,539 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $11,925 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,925 | 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 | $13,447 | $13,447 | $0 |
| MEETING EXPENSES | $1,924 | $0 | $0 |
| HEADQUARTERS EXPENSES | $6,961 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADMINISTRATION FEES | CategoryTxt |
| Amt | $30,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $30,000 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ESTATE OF ROBERT H SPITZ | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 WYOMING AVENUE | AddressLine1Txt |
| City | SCRANTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18503 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX ON DIVIDENDS | $622 | $622 | $0 |
| EXCISE TAX ON INVESTMENT INCOME PAID | $12,930 | $0 | $0 |