ROBERT H SPITZ FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT H SPITZ FOUNDATION (EIN 47-2589350)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-09-21
- IRS object ID
- 201842649349100209
- 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
- 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 | 2018-09-21T12:31:09-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-09-18 | 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 | 2018-09-18 | 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 | 2018-09-18 | IPDt |
| IP Tm | 11:00:32 | 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 | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,524,826 | 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 | $9,467,314 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $239 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $239 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $731,429 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $731,429 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,096 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $283,017 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,096 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $10,207,078 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $739,764 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $50,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $21,383 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $21,383 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,050 | 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 | $2,385 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $385 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $21,815 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $17,073 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $136,633 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,458 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $51,383 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $313,340 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $313,340 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $449,973 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,458 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $364,723 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $9,757,105 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $722,306 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $499,138 | CashBOYAmt |
| Cash EOY | $73,330 | CashEOYAmt |
| Cash EOYFMV | $73,330 | CashEOYFMVAmt |
| Acct Rcvbl BOY | $196 | AcctRcvblBOYAmt |
| Corporate Stock BOY | $558,748 | CorporateStockBOYAmt |
| Corporate Stock EOY | $835,530 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $982,887 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $169,489 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments EOY | $169,489 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $169,489 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $3,758,301 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $13,495,139 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $14,299,120 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,816,383 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,573,488 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,524,826 | 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 | $4,816,383 | RetainedEarningBOYAmt |
| Retained Earning EOY | $14,573,488 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,816,383 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,573,488 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,816,383 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,573,488 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,816,383 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $9,757,105 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $14,573,488 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,573,488 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| ENBRIDGE CASH IN LIEU | D | 2017-03-01 | 2017-03-01 | $2 | $2 | $2 | |
| DUKE ENERGY CASH IN LIEU | D | 2001-03-01 | 2017-03-01 | $61 | $61 | $61 | |
| BP PLC | D | 2017-05-11 | 2017-12-05 | $9,550 | $994 | $994 | $8,556 |
| CONOCOPHILLIPS | D | 2017-07-01 | 2017-12-05 | $35,869 | -$11,437 | -$11,437 | $47,306 |
| WELLS FARGO HY BD A | D | 2017-10-01 | 2017-12-05 | $72,703 | -$5,320 | -$5,320 | $78,023 |
| VNGRD HIGH YLD CORP FD ADM | D | 2017-07-11 | 2017-12-05 | $109,000 | -$2,533 | -$2,533 | $111,533 |
| GENERAL ELECTRIC CO | D | 2016-12-19 | 2017-07-31 | $23,604 | -$5,899 | -$5,899 | $29,503 |
| ESTATE OF ROBERT H. SPITZ | D | 2014-01-14 | 2017-12-31 | $0 | $0 | ||
| CAPITAL GAINS DIVIDENDS | P | $32,228 | $32,228 | $32,228 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,096 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $15,151 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,439,687 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.010524 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $0 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $0 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.000000 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $0 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000000 | DistributionYr3Rt |
| Total Distribution | 0.010524 | TotalDistributionRt |
| Average Distribution | 0.003508 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $12,598,399 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $44,195 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,223 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $51,418 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $364,723 | 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 | $7,223 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,223 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,223 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,533 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $7,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $9,033 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,810 | OverpaymentAmt |
| Applied To ES Tax | $1,810 | 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 | 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 |
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 | $12,500 | $0 | $0 |
| FRANK MCGRATH | ||||||||
| 1003 VALLEY ROAD | MELROSE PARK | PA | 19027 | TRUSTEE | 1.00 | $12,500 | $0 | $0 |
| JED RUBENFELD | ||||||||
| 1031 FOREST ROAD | NEW HAVEN | CT | 06515 | TRUSTEE | 1.00 | $12,500 | $0 | $0 |
| DIANA HOLDRIDGE | ||||||||
| 1900 EASTWOOD ROAD STE 38 | WILMINGTON | NC | 28403 | TRUSTEE | 1.00 | $12,500 | $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 | $12,185,406 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $435,358 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $169,489 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,790,253 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,790,253 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $191,854 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,598,399 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $629,920 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $629,920 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,223 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,223 | TotalTaxAmt |
| Distributable Before Adj | $622,697 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $622,697 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $622,697 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $364,723 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $364,723 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $7,223 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $357,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $622,697 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $55,899 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $364,723 | QualifyingDistributionsAmt |
| Applied To Year1 | $55,899 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $308,824 | 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 | $313,873 | 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 (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 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 | $24,015 |
| BOYS & GIRLS CLUBS | ||||||
| 609 ASH ST | SCRANTON | PA | 18510 | PUBLIC | FOR THE PURPOSE OF THE AFTER SCHOOL PROGRAM AT THE BOYS & GIRLS CLUB | $5,000 |
| BREAD BASKET | ||||||
| 550 MADISON AVE | SCRANTON | PA | 18510 | PUBLIC | FOR THE PURPOSE OF ADMINISTRATIVE ASSISTANCE AND ENDOWMENT BUILDING | $10,000 |
| CHABAD OF THE ABINGTONS | ||||||
| 216 MILLER RD | CLARKS SUMMIT | PA | 18411 | PUBLIC | FOR THE PURPOSE OF STAFF/PROGRAMMING EXPANSION AT CHABAD OF THE ABINGTONS | $15,000 |
| CHILDREN'S ADVOCACY CENTER | ||||||
| 1710 MULBERRY ST | SCRANTON | PA | 18510 | PUBLIC | FOR THE PURPOSE OF THE MULBERRY CENTER (THERAPY) | $2,000 |
| COMMUNITY INTERVENTION CENTER | ||||||
| 445 N 6TH AVE | SCRANTON | PA | 18503 | PUBLIC | FOR THE PURPOSE OF THE HEALTH AND WELLNESS ACCESS TO SUPPORT DIGNITY PROGRAM AT THE COMMUNITY INTERVENTION CENTER | $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 | $5,000 |
| EOTC | ||||||
| 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 | $5,000 |
| GOODWILL | ||||||
| 1766 N KEYSER AVE | SCRANTON | PA | 18508 | PUBLIC | FOR THE PURPOSE OF THE EMPLOYMENT FIRST PROJECT | $20,000 |
| INDRALOKA ANIMAL SANCTUARY | ||||||
| PO BOX 155 | MEHOOPANY | PA | 18629 | PUBLIC | FOR THE PURPOSE OF THE INDRALOKA'S HOPEFUL HEROES PROGRAM | $20,000 |
| 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 ROAD CEMETERY MAINTENANCE ($20,000) AND THE 30TH ANNUAL TEEN SYMPOSIUM ON THE HOLOCAUST ($10,000) | $30,000 |
| MEALS ON WHEELS | ||||||
| 541 WYOMING AVE 2 | SCRANTON | PA | 18509 | PUBLIC | FOR THE PURPOSE OF THE TREASURED FRIENDS PET FOOD PROGRAM | $20,000 |
| NATIVITY MIGUEL SCHOOL | ||||||
| 1 KNOX RD | SCRANTON | PA | 18505 | PUBLIC | FOR THE PURPOSE OF FIRST GENERATION LEADERSHIP | $10,000 |
| NORTH SHORE ANIMAL LEAGUE | ||||||
| 25 DAVIS AVE | PORT WASHINGTON | NY | 11050 | PUBLIC | FOR THE PURPOSE OF THE MILL DOG RESCUE PROGRAM | $26,000 |
| ST CATS & DOGS | ||||||
| 700 NAY AUG RD | SCRANTON | PA | 18510 | PUBLIC | FOR THE PURPOSE OF THE SAFE HOME PROGRAM | $5,000 |
| ST JOSEPHS CENTER | ||||||
| 2010 ADAMS AVE | SCRANTON | PA | 18509 | PUBLIC | FOR THE GENERAL PURPOSES OF THE ST. JOSEPH'S CENTER | $1,000 |
| TREATMENT COURT ADVOCACY CENTER LACKAWANNA COUNTY | ||||||
| 212 FRONT ST | CLARKS SUMMIT | PA | 18411 | PUBLIC | FOR THE PURPOSES OF THE VETERANS TREATMENT COURT | $25,000 |
| UNITED NEIGHBORHOOD CENTERS | ||||||
| 410 W OLIVE ST | SCRANTON | PA | 18509 | PUBLIC | FOR THE PURPOSE OF THE EMERGENCY SERVICES AT THE UNITED NEIGHBORHOOD CENTERS | $15,000 |
| 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 | $10,325 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $313,340 | 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 | $239 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $731,429 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,096 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $739,764 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $739,764 | 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 LOSS OF $24,132, NET WITH CAPITAL GAIN DISTRIBUTIONS OF $32,228 TOTALS GAINS OF $8,096 | 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 | $9,467,314 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 609 MILES AVENUE - HEADQUARTERS | NoncashPropertyDesc |
| Fair Market Value | $169,489 | FairMarketValueAmt |
| Received | 2017-04-19 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $11,050 | 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 | $835,530 | EOYBookValueAmt |
| EOYFMV | $982,887 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $13,495,139 | BookValueAmt |
| EOYFMV | $14,299,120 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $21,383 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $21,383 | 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 | $17,073 | $17,073 | $0 |
| MEETING EXPENSES | $2,255 | $0 | $0 |
| HEADQUARTERS EXPENSES | $2,487 | $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 (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX ON DIVIDENDS | $372 | $372 | $0 |
| FEDERAL INCOME TAX WITHHELD | $13 | $13 | $0 |
| EXCISE TAX ON INVESTMENT INCOME PAID | $2,000 | $0 | $0 |