BENCO FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- BENCO FAMILY FOUNDATION (EIN 13-7483658)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201843199349101084
- Schema version
- 2017v2.3
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-15T10:08:34-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341912961 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHEN & COMPANY LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | OFFICES LISTED AT | AddressLine1Txt |
| City | WWWCOHENCPACOM | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 137483658 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENCO FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | FKA COHEN FAMILY CHARITABLE TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BENC | BusinessNameControlTxt |
| Phone | 5708257781 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 295 CENTER POINTE BLVD | AddressLine1Txt |
| City | PITTSTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18640 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD COHEN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5708257781 | PhoneNum |
| Signature | 2018-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALANE BOFFA | PreparerPersonNm |
| PTIN | P00012337 | PTIN |
| Phone | 8002291099 | PhoneNum |
| Preparation | 2018-11-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 8.42.147.194 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-09 | IPDt |
| IP Tm | 12:07:42 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9ADA1CD94C88C498BA35E2156B943911AF853314 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $5,208,802 | 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 | $529,061 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $24,858 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $24,858 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $52,318 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $52,318 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $227,363 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,218,156 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $227,363 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $36,681 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $36,681 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $870,281 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $341,220 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,000 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $15,996 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $966 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $30 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,460 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,691 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $769 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $23,456 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,657 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,799 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $355,940 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $355,940 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $379,396 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,657 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $359,739 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $490,885 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $336,563 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $354,713 | CashBOYAmt |
| Cash EOY | $178,830 | CashEOYAmt |
| Cash EOYFMV | $178,830 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $400,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $400,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $400,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $3,796,921 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,492,238 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,492,238 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $163,182 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $137,734 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $137,734 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,314,816 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,208,802 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,208,802 | 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 | $4,314,816 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,208,802 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,314,816 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,208,802 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,314,816 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,208,802 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,314,816 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $490,885 | ExcessRevenueOverExpensesAmt |
| Other Increases | $403,101 | OtherIncreasesAmt |
| Subtotal | $5,208,802 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,208,802 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (25 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| 814.664 SHS ARTRX | P | $20,000 | $17,401 | $2,599 | $2,599 |
| 972.006 SHS MSCFX | P | $24,950 | $22,158 | $2,792 | $2,792 |
| 58.388 SHS MSCFX | P | $1,516 | $1,423 | $93 | $93 |
| 1279.427 SHS PRASX | P | $25,000 | $21,085 | $3,915 | $3,915 |
| 1831.502 SHS RYSEX | P | $39,950 | $36,972 | $2,978 | $2,978 |
| 3799.392 SHS VMVFX | P | $49,950 | $46,485 | $3,465 | $3,465 |
| 783.855 SHS VHGEX | P | $22,796 | $19,630 | $3,166 | $3,166 |
| 450.00 SHS VOO | P | $99,216 | $89,745 | $9,471 | $9,471 |
| 350.00 SHS BRK B | P | $59,579 | $45,210 | $14,369 | $14,369 |
| 302.00 SHS BRK B | P | $59,063 | $38,994 | $20,069 | $20,069 |
| 1250 SHS GE | P | $36,492 | $33,840 | $2,652 | $2,652 |
| 2100.865 SHS MSCFX | P | $54,532 | $47,892 | $6,640 | $6,640 |
| 1632.689 SHS RYSEX | P | $38,612 | $33,128 | $5,484 | $5,484 |
| 1911.315 SHS VMVFX | P | $24,950 | $23,385 | $1,565 | $1,565 |
| 1015 SHS VDE | P | $95,908 | $98,134 | -$2,226 | -$2,226 |
| 210 SHS VOO | P | $48,458 | $41,881 | $6,577 | $6,577 |
| 207 SHS VOO | P | $50,045 | $41,282 | $8,763 | $8,763 |
| 1000 SHS VOE | P | $109,891 | $91,743 | $18,148 | $18,148 |
| 697.674 SHS SEQUX | P | $119,950 | $86,024 | $33,926 | $33,926 |
| 512.149 SHS SEQUX | P | $89,950 | $74,818 | $15,132 | $15,132 |
| 143.423 SHS SEQUX | P | $24,950 | $20,971 | $3,979 | $3,979 |
| 740.521 SHS VSEQX | P | $24,950 | $14,907 | $10,043 | $10,043 |
| 1756.852 SHS VHGEX | P | $49,950 | $41,918 | $8,032 | $8,032 |
| 74.072 SHS VHGEX | P | $2,154 | $1,767 | $387 | $387 |
| CAPITAL GAINS DIVIDENDS | P | $45,344 | $45,344 | $45,344 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $227,363 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $415,947 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,312,632 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.096449 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $274,482 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,012,573 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.068405 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $336,212 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,842,531 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.087498 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $203,386 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,081,076 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.066011 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $136,798 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,420,011 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.056528 | DistributionYr5Rt |
| Total Distribution | 0.374891 | TotalDistributionRt |
| Average Distribution | 0.074978 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,749,023 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $356,072 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,366 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $359,438 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $359,739 | 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 | $3,366 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,366 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,366 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,254 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $14,254 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $10,888 | OverpaymentAmt |
| Applied To ES Tax | $10,888 | 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 |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RICHARD COHEN TRUSTEE | IndividualWithBooksNm |
| Phone | 5708257781 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 295 CENTER POINTE BLVD | AddressLine1Txt |
| City | PITTSTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18640 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
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 |
|---|---|---|---|---|---|---|---|---|
| LAWRENCE E COHEN | ||||||||
| 295 CENTER POINTE BLVD | PITTSON | PA | 18640 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| SALLY COHEN | ||||||||
| 295 CENTER POINTE BLVD | PITTSON | PA | 18640 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| CHARLES F COHEN | ||||||||
| 295 CENTER POINTE BLVD | PITTSON | PA | 18640 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| RICHARD S COHEN | ||||||||
| 295 CENTER POINTE BLVD | PITTSON | PA | 18640 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,286,219 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $135,124 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $400,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,821,343 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,821,343 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $72,320 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,749,023 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $237,451 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $237,451 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,366 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,366 | TotalTaxAmt |
| Distributable Before Adj | $234,085 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $234,085 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $234,085 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $359,739 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $359,739 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,366 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $356,373 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $234,085 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $6,401 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $50,498 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $149,649 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $80,739 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $218,747 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $506,034 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $359,739 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $234,085 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $125,654 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $631,688 | 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 | $6,401 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $625,287 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $50,498 | ExcessFromYear4Amt |
| Excess From Year3 | $149,649 | ExcessFromYear3Amt |
| Excess From Year2 | $80,739 | ExcessFromYear2Amt |
| Excess From Year1 | $218,747 | ExcessFromYear1Amt |
| Excess From Current Year | $125,654 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (100 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A GIFT OF SMILES | ||||||||
| 4836 E TRINDLE RD | MECHANICSVILLE | PA | 17050 | NONE | PC | CHARITABLE | $1,500 | |
| ABINGTON HOSPICE | ||||||||
| 225 NEWTOWN RD | WARMINSTER | PA | 18974 | NONE | PC | CHARITABLE | $250 | |
| ALLIE BRODIE LEGACY SCHOLARSHIP FUND | ||||||||
| C/O UNIVERSITY OF ALABAMA | TUSCALOOSA | AL | 35487 | NONE | PC | CHARITABLE | $250 | |
| AMERICAN CANCER SOCIETY | ||||||||
| PO BOX 22718 | OKLAHOMA CITY | OK | 73123 | NONE | PC | CHARITABLE | $200 | |
| AMERICAN FRIENDS OF REUTH | ||||||||
| 600 COLUMBUS AVE | NEW YORK | NY | 10024 | NONE | PC | CHARITABLE | $1,800 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | NONE | PC | CHARITABLE | $550 | |
| AUTISM AWARENESS OF NEPA | ||||||||
| PO BOX 100 | LUZERNE | PA | 18709 | NONE | PC | CHARITABLE | $151 | |
| BENEVIS FOUNDATION | ||||||||
| 1090 NORTHCHASE PARKWAY SUITE 150 | ATLANTA | GA | 300676407 | NONE | PC | CHARITABLE | $30,000 | |
| BIG BROTHERSBIG SISTERS OF AMERICA | ||||||||
| 450 E JOHN CARPENTER FWY | IRVING | TX | 75062 | NONE | PC | CHARITABLE | $20 | |
| BLUE CHIP FARM ANIMAL REFUGE | ||||||||
| 974 LOCKVILLE RD | DALLAS | PA | 18612 | NONE | PC | CHARITABLE | $80 | |
| CANCER RESEARCH INSTITUTE | ||||||||
| ONE EXCHANGE PLAZA | NEW YORK | NY | 10006 | NONE | PC | CHARITABLE | $250 | |
| CASA | ||||||||
| 667 SOUTH RIVER ST | PLAINS | PA | 18705 | NONE | PC | CHARITABLE | $5,000 | |
| CEOWEINBERG FOOD BANK | ||||||||
| 185 RESEARCH DRIVE | PITTSTON | PA | 18640 | NONE | PC | CHARITABLE | $580 | |
| CF CHARITIES | ||||||||
| 6097 EASTON RD | PIPERSVILLE | PA | 18947 | NONE | PC | CHARITABLE | $10,000 | |
| CHAI LIFELINE | ||||||||
| 151 WEST 30TH STREET | NY | NY | 10001 | NONE | PC | CHARITABLE | $300 | |
| CHILDREN'S CANCER RESEARCH FUND | ||||||||
| 7301 OHMS LN | MINNEAPOLIS | MN | 55439 | NONE | PC | CHARITABLE | $550 | |
| COLON CANCER ALLIANCE | ||||||||
| 1025 VERMONT AVE NW SUITE 1066 | WASHINGTON | DC | 20005 | NONE | PC | CHARITABLE | $250 | |
| COMMUNITY SERVICES FOR CHILDREN | ||||||||
| 1520 HANOVER AVE | ALLENTOWN | PA | 18109 | NONE | PC | CHARITABLE | $1,000 | |
| CR FOUNDATION | ||||||||
| 3707 N CANYON RD BLDG 7 | PROVO | UT | 84604 | NONE | PC | CHARITABLE | $500 | |
| CRADLE TO CRAYONS | ||||||||
| 30 CLIPPER RD | CONSHOHOCKEN | PA | 19428 | NONE | PC | CHARITABLE | $660 | |
| CYSTIC FIBROSIS FOUNDATION | ||||||||
| 6931 ARLINGTON ROAD | BETHESDA | MD | 20814 | NONE | PC | CHARITABLE | $186 | |
| DANA FARBER MARATHON CHALLENGE | ||||||||
| 450 BROOKLINE AVE | BOSTON | MA | 02215 | NONE | PC | CHARITABLE | $100 | |
| DENTAL LIFELINE NETWORK | ||||||||
| 1800 15TH STREET SUITE 100 | DENVER | CO | 80202 | NONE | PC | CHARITABLE | $16,937 | |
| DENTAL TRADE ALLIANCE FOUNDATION | ||||||||
| 4350 FAIRFAX DR 220 | ARLINGTON | VA | 22203 | NONE | PC | CHARITABLE | $14,000 | |
| DESTINY CARE FOUNDATION | ||||||||
| 12364 PERRIS BLVD | MORENO VALLEY | CA | 92557 | NONE | PC | CHARITABLE | $100 | |
| DONORSCHOOSEORG | ||||||||
| 134 W 37TH ST | NEW YORK | NY | 10018 | NONE | PC | CHARITABLE | $25 | |
| ELLIE REYNOLDS ALS FOUNDATION | ||||||||
| 302 OLD BARN CIRCLE | PHOENIXVILLE | PA | 19460 | NONE | PC | CHARITABLE | $50 | |
| EPILEPSY FOUNDATION OF EASTERN PA | ||||||||
| 919 WALNUT STREET 7A | PHILADELPHIA | PA | 191075237 | NONE | PC | CHARITABLE | $174 | |
| EVERHART MUSEUM OF NATURAL HISTORY | ||||||||
| 1901 MULBERRY ST | SCRANTON | PA | 18510 | NONE | PC | CHARITABLE | $500 | |
| FAMILY SERVICE ASSOCIATION OF NEPA | ||||||||
| 31 WEST MARKET ST | WILKESBARRE | PA | 18701 | NONE | PC | CHARITABLE | $100 | |
| FIRST UNITED METHODIST CHURCH | ||||||||
| 408 WYOMING AVE | WEST PITTSTON | PA | 18643 | NONE | PC | CHARITABLE | $100 | |
| FREE CLINIC ASSOCIATION OF PA | ||||||||
| 980 EAST PENN DRIVE | WEST CHESTER | PA | 19380 | NONE | PC | CHARITABLE | $500 | |
| FSA-NEPA WALKRUN | ||||||||
| 31 W MARKET ST | WILKESBARRE | PA | 18701 | NONE | PC | CHARITABLE | $145 | |
| GREENWICH VILLAGE SOCIETY | ||||||||
| 232 EAST 11 STREET | NEW YORK | NY | 10003 | NONE | PC | CHARITABLE | $350 | |
| HELPS INTERNATIONAL | ||||||||
| 16610 DALLAS PKWY SUITE 2025 | DALLAS | TX | 75248 | NONE | PC | CHARITABLE | $250 | |
| HERE FOR THE GIRLS INC | ||||||||
| 1309 JAMESTOWN RD 204 | WILLIAMSBURG | VA | 23185 | NONE | PC | CHARITABLE | $56 | |
| HOSPICE OF THE SACRED HEART | ||||||||
| 600 BALTIMORE DRIVE 7 | WILKESBARRE | PA | 18702 | NONE | PC | CHARITABLE | $25 | |
| HOUSTON SPCA | ||||||||
| 900 PORTWAY DR | HOUSTON | TX | 77024 | NONE | PC | CHARITABLE | $100 | |
| HURON AREA SENIOR CENTER | ||||||||
| 290 7TH ST SW B | HURON | SD | 57350 | NONE | PC | CHARITABLE | $100 | |
| INTERNATIONAL LIFE FOUNDATION INC | ||||||||
| 707 TENNESSEE AVE | SAINT CLOUD | FL | 34769 | NONE | PC | CHARITABLE | $10,000 | |
| INTERNATIONAL PEMPHIGUS & PEMPHIGOLD FOUNDATION | ||||||||
| 1331 GARDEN HIGHWAY STE 100 | SACRAMENTO | CA | 95833 | NONE | PC | CHARITABLE | $500 | |
| JANET WEIS CHILDREN'S HOSPITAL | ||||||||
| 100 N ACADEMY AVE | DANVILLE | PA | 17822 | NONE | PC | CHARITABLE | $237 | |
| JDRF ONE WALK | ||||||||
| 26 BROADWAY 14TH FL | NEW YORK | NY | 10004 | NONE | PC | CHARITABLE | $250 | |
| JEWISH COMMUNITY ALLIANCE | ||||||||
| 60 SOUTH RIVER ST | WILKESBARRE | PA | 18702 | NONE | PC | CHARITABLE | $41,000 | |
| JUNIOR ACHEIVEMENT OF NEPA | ||||||||
| 1122 OAK ST | PITTSTON | PA | 18640 | NONE | PC | CHARITABLE | $1,000 | |
| KEEP A BREAST FOUNDATION | ||||||||
| 811 TRACTION AVE 2A | LOS ANGELES | CA | 90013 | NONE | PC | CHARITABLE | $26,783 | |
| LCCC FOUNDATION | ||||||||
| 1333 SOUTH PROSPECT ST | NANTICOKE | PA | 186343899 | NONE | PC | CHARITABLE | $15,000 | |
| LEADERSHIP LACKAWANNA | ||||||||
| 222 MULBERRY ST | SCRANTON | PA | 18501 | NONE | PC | CHARITABLE | $350 | |
| LEADERSHIP WILKES-BARRE | ||||||||
| 2 PUBLIC SQUARE | WILKESBARRE | PA | 18701 | NONE | PC | CHARITABLE | $2,377 | |
| LEUKEMIA AND LYMPHOMA SOCIETY | ||||||||
| 6111 OAK TREE BLVD SUITE 130 | INPEDENDENCE | OH | 44131 | NONE | PC | CHARITABLE | $100 | |
| LUNGEVITY FOUNDATION | ||||||||
| 218 S WABASH AVE SUITE 540 | CHICAGO | IL | 60604 | NONE | PC | CHARITABLE | $614 | |
| LUZERNE COUNTY ADVOCACY CENTER | ||||||||
| 187 HANOVER ST | WILKESBARRE | PA | 18702 | NONE | PC | CHARITABLE | $372 | |
| LUZERNE COUNTY COMMUNITY COLLEGE | ||||||||
| 1333 SOUTH PROSPECT ST | NANTICOKE | PA | 18634 | NONE | PC | CHARITABLE | $100 | |
| LUZERNE COUNTY HEAD START | ||||||||
| 23 BEEKMAN ST | WILKESBARRE | PA | 18702 | NONE | PC | CHARITABLE | $3,325 | |
| MARCH OF DIMES | ||||||||
| 1275 MAMARONECK AVE | WHITE PLAINS | NY | 10605 | NONE | PC | CHARITABLE | $166 | |
| MATERNAL & FAMILY HEALTH SERVICES | ||||||||
| 15 PUBLIC SQUARE 600 | WILKESBARRE | PA | 18701 | NONE | PC | CHARITABLE | $700 | |
| MISERICORDIA UNIVERSITY | ||||||||
| 301 LAKE STREET | DALLAS | PA | 18612 | NONE | PC | CHARITABLE | $250 | |
| MISSION RESTORE | ||||||||
| 120 EAST 87TH STREET SUITE P4B | NEW YORK | NY | 10128 | NONE | PC | CHARITABLE | $500 | |
| MORE THAN ME | ||||||||
| PO BOX 438 | BERNARDSVILLE | NJ | 07924 | NONE | PC | CHARITABLE | $2,500 | |
| NATIONAL MS SOCIETY | ||||||||
| PO BOX 4527 | NEW YORK | NY | 10163 | NONE | PC | CHARITABLE | $172 | |
| NATIONAL PARKINSON FOUNDATION | ||||||||
| 200 SE 1ST ST SUITE 800 | MIAMI | FL | 33131 | NONE | PC | CHARITABLE | $189 | |
| NEPA BSA | ||||||||
| 72 MONTAGE MOUNTAIN RD | MOOSIC | PA | 185071776 | NONE | PC | CHARITABLE | $250 | |
| NEPA PHILHARMONIC | ||||||||
| PO BOX 4525 | SCRANTON | PA | 18505 | NONE | PC | CHARITABLE | $1,500 | |
| NORTH POCONO PUBLIC LIBRARY | ||||||||
| 1315 CHURCH STREET | MOSCOW | PA | 18444 | NONE | PC | CHARITABLE | $250 | |
| NORTHEAST REGIONAL CANCER INSTITUTE | ||||||||
| 334 JEFFERSON AVE | SCRANTON | PA | 18510 | NONE | PC | CHARITABLE | $182 | |
| OPERATION GRATITUDE | ||||||||
| PO BOX 260257 | ENCINO | CA | 914260257 | NONE | PC | CHARITABLE | $123 | |
| PANCREATIC CANCER ACTION NETWORK | ||||||||
| 1500 ROSECRANS AVENUE SUITE 200 | MANHATTAN BEACH | CA | 90266 | NONE | PC | CHARITABLE | $500 | |
| PHILLIPS EXETER ACADEMY | ||||||||
| 20 MAIN STREET | EXETER | NH | 038332460 | NONE | PC | CHARITABLE | $10,000 | |
| RONALD MCDONALD HOUSE OF SCRANTON | ||||||||
| 332 WHEELER AVE | SCRANTON | PA | 18510 | NONE | PC | CHARITABLE | $200 | |
| ROUGH ROAD RESCUE INC | ||||||||
| 9126 S HWY 51 | PERRYVILLE | MO | 63775 | NONE | PC | CHARITABLE | $100 | |
| RUTGERS UNIVERSITY FOUNDATION | ||||||||
| 120 ALBANY ST PLAZA TOWER 1 SUITE | NEW BRUNSWICK | NJ | 08901 | NONE | PC | CHARITABLE | $12,000 | 201 |
| SALVATION ARMY | ||||||||
| 17 SOUTH PENNSYLVANIA AVENUE | WILKESBARRE | PA | 18701 | NONE | PC | CHARITABLE | $100 | |
| SHADOART PRODUCTIONS | ||||||||
| 503 S FRONT ST 260 | COLUMBUS | OH | 43215 | NONE | PC | CHARITABLE | $250 | |
| SPCA OF LUZERNE COUNTY | ||||||||
| 524 EAST MAIN ST | WILKESBARRE | PA | 18702 | NONE | PC | CHARITABLE | $600 | |
| ST JUDE'S CHILDREN'S HOSPITAL | ||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PC | CHARITABLE | $100 | |
| ST LUKE'S RECOVERY RESOURCE CENTER | ||||||||
| 40 MCBRIDE RD | MECHANICVILLE | NY | 12118 | NONE | PC | CHARITABLE | $25 | |
| ST VINCENT DE PAUL SOUP KITCHEN | ||||||||
| 39 EAST JACKSON ST | WILKESBARRE | PA | 18701 | NONE | PC | CHARITABLE | $187 | |
| STEP BY STEP FOUNDATION | ||||||||
| 744 KIDDER ST | WILKESBARRE | PA | 18702 | NONE | PC | CHARITABLE | $1,000 | |
| SUSAN G KOMEN | ||||||||
| 125 NORTH WASHINGTON AVE 260 | SCRANTON | PA | 18503 | NONE | PC | CHARITABLE | $171 | |
| TEACH FOR AMERICA-NEW JERSEY | ||||||||
| PO BOX 398447 | SAN FRANCISCO | CA | 941398447 | NONE | PC | CHARITABLE | $3,000 | |
| TEMPLE ISRAEL OF WILKES-BARRE | ||||||||
| 239 SOUTH RIVER STREET | WILKESBARRE | PA | 18702 | NONE | PC | CHARITABLE | $1,000 | |
| THE CHILDREN'S ORAL HEALTH INSTITUTE | ||||||||
| 9199 REISTERSTOWN RD SUITE 203A | OWINGS MILLS | MD | 21117 | NONE | PC | CHARITABLE | $10,000 | |
| THE JUDE ZAYAC FOUNDATION | ||||||||
| PO BOX 482 | DUNMORE | PA | 18512 | NONE | PC | CHARITABLE | $186 | |
| THE LUZERNE FOUNDATION | ||||||||
| 34 SOUTH RIVER ST | WILKESBARRE | PA | 18702 | NONE | PC | CHARITABLE | $2,500 | |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | ||||||||
| 3451 WALNUT STREE SUITE 305 | PHILADELPHIA | PA | 19104 | NONE | PC | CHARITABLE | $10,000 | |
| UKULELE KIDS CLUB INC | ||||||||
| 10097 CLEARY BLVD SUITE 110 | PLANTATION | FL | 33324 | NONE | PC | CHARITABLE | $40 | |
| UNITED NEIGHBORHOOD CENTERS OF NEPA | ||||||||
| 425 ALDER ST | SCRANTON | PA | 18505 | NONE | PC | CHARITABLE | $445 | |
| UNITED WAY OF WYOMING VALLEY | ||||||||
| 100 N PENNSYLVANIA AVE | WILKESBARRE | PA | 18701 | NONE | PC | CHARITABLE | $65,771 | |
| VETERANS ORG OF RESOURCE & RECOVERY FOR THE HOMELESS | ||||||||
| PO BOX 1754 | EUSTIS | FL | 32727 | NONE | PC | CHARITABLE | $100 | |
| VOLUNTEERS OF AMERICA | ||||||||
| 25 NORTH RIVER ST | WILKESBARRE | PA | 18702 | NONE | PC | CHARITABLE | $208 | |
| WATCHTOWER | ||||||||
| 900 RED MILLS ROAD | WALLKILL | NY | 125895200 | NONE | PC | CHARITABLE | $100 | |
| WATER FOR LIFE | ||||||||
| 75-5851 KUAKINI HWY 75 | KAILUA KONA | HI | 96740 | NONE | PC | CHARITABLE | $5,000 | |
| WAYSIDE WAIFS | ||||||||
| 3901 MARTHA TRUMAN RD | KANSAS CITY | MO | 64137 | NONE | PC | CHARITABLE | $100 | |
| WIKIMEDIA FOUNDATION INC | ||||||||
| PO BOX 98204 | WASHINGTON | DC | 200908204 | NONE | PC | CHARITABLE | $200 | |
| WILKES UNIVERSITY | ||||||||
| 84 WEST SOUTH ST | WILKESBARRE | PA | 18701 | NONE | PC | CHARITABLE | $85 | |
| WILKES-BARRE FAMILY YMCA | ||||||||
| 40 WEST NORTHAMPTON STREET | WILKESBARRE | PA | 18701 | NONE | PC | CHARITABLE | $250 | |
| WOMEN'S RESOURCE CENTER | ||||||||
| PO BOX 975 | SCRANTON | PA | 18501 | NONE | PC | CHARITABLE | $50 | |
| WVIA PUBLIC MEDIA | ||||||||
| 100 WVIA WAY | PITTSTON | PA | 18640 | NONE | PC | CHARITABLE | $10,000 | |
| WYOMING SEMINARY ANNUAL FUND | ||||||||
| 201 NORTH SPRAGUE AVENUE | KINGSTON | PA | 187043593 | NONE | PC | CHARITABLE | $25,000 | |
| WYOMING VALLEY CHILDREN'S ASSOCIATION | ||||||||
| 1133 WYOMING AVE | FORTY FORT | PA | 18704 | NONE | PC | CHARITABLE | $193 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $355,940 | 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 | $24,858 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $52,318 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $36,681 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $227,363 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $341,220 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $341,220 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| BENCO DENTAL SUPPLY CO | |||||||
| 1 | 295 CENTERPOINT BLVD | PITTSTON | PA | 18640 | $30,000 | Yes (X) | |
| RICHARD S COHEN | |||||||
| 2 | 39 BRIANS PLACE | PLAINS TOWNSHIP | PA | 18640 | $223,058 | Yes (X) | |
| DORRANCE FINANCIAL COMPANY | |||||||
| 3 | 295 CENTERPOINT BLVD | PITTSTON | PA | 18640 | $56,403 | Yes (X) | |
| CHARLES F COHEN | |||||||
| 4 | 1495 SHELBOURNE COURT | ALLENTOWN | PA | 18104 | $219,400 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | 1,134 SHS BRK.B | NoncashPropertyDesc |
| Fair Market Value | $223,058 | FairMarketValueAmt |
| Received | 2017-12-11 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & AUDIT EXPENSE | CategoryTxt |
| Amt | $3,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SCOTTRADE INVESTMENT ACCOUNT | $561 | $561 |
| TD AMERITRADE INVESTMENT ACCOUNT | $3,468,887 | $3,468,887 |
| PRIDEROCK | $400,765 | $400,765 |
| GKC STRATEGIC VALUE | $205,663 | $205,663 |
| SPRING LAKE INVESTMENT | $400,000 | $400,000 |
| STABILIS | $16,362 | $16,362 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | AMBIT BRIDGE LOAN FUND INTERNATIONAL INVESTMENT | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $137,734 | BookValueAmt |
| EOYFMV | $137,734 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISCELLANEOUS EXPENSES | $769 | $0 | $769 |
| BANK CHARGE | $675 | $675 | $0 |
| OTHER PORTFOLIO EXPENSE | $3,016 | $3,016 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PRIDEROCK MDOF INCOME | $32,007 | $32,007 | $32,007 |
| GKC STRATEGIC INCOME | $4,674 | $4,674 | $4,674 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS ON INVESTMENT | Desc |
| Amt | $403,101 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $966 | $966 | $0 |
| PA REGISTRATION | $30 | $0 | $30 |
| FEDERAL TAXES | $15,000 | $0 | $0 |
Comments