ROSENBERG CHARITABLE FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- ROSENBERG CHARITABLE FOUNDATION (EIN 23-3074423)
- Tax period
- 2014-02-01 to 2015-01-31
- Filed
- 2015-02-23
- IRS object ID
- 201540549349100304
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-02-23T13:08:57-06:00 | ReturnTs |
| Tax Period End | 2015-01-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 231925864 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GINADER JONES & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 321 SPRUCE STREET SUITE 525 | AddressLine1Txt |
| City | SCRANTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 185031499 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-02-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 233074423 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSENBERG CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROSE | BusinessNameControlTxt |
| Phone | 5703461027 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 VIEWMONT ESTATES | AddressLine1Txt |
| City | SCRANTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18508 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL ROSENBERG | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5703461027 | PhoneNum |
| Signature | 2015-02-17 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC D DAVIS | PreparerPersonNm |
| PTIN | P00593673 | PTIN |
| Phone | 5703473377 | PhoneNum |
| Preparation | 2015-02-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $340,105 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $25,201 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $11,410 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11,410 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $17,962 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,962 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,257 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $107,191 | GrossSalesPriceAmt |
| Total Rev And Expnss | $57,830 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $29,372 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $930 | AccountingFeesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $10 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $940 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $19,006 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $19,006 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $19,946 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $19,006 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $37,884 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $29,372 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $9,970 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,767 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,767 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $258,758 | CorporateStockBOYAmt |
| Corporate Stock EOY | $285,487 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $245,687 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $75,570 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $82,928 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $80,651 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $344,298 | TotalAssetsBOYAmt |
| Total Assets EOY | $382,182 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $340,105 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $344,298 | RetainedEarningBOYAmt |
| Retained Earning EOY | $382,182 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $344,298 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $382,182 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $344,298 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $382,182 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $344,298 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $37,884 | ExcessRevenueOverExpensesAmt |
| Subtotal | $382,182 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $382,182 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $20,458 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $327,125 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.062539 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $15,090 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $290,017 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052031 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $29,660 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $256,756 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.115518 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $20,725 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $236,721 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.087550 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $24,036 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $187,678 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.128070 | DistributionYr5Rt |
| Total Distribution | 0.445708 | TotalDistributionRt |
| Average Distribution | 0.089142 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $358,999 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $32,002 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $294 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $32,296 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $19,006 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $587 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $587 | SubtotalAmt |
| Tax Based On Investment Income | $587 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $8 | EsPenaltyAmt |
| Tax Due | $595 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | PAUL ROSENBERG | IndividualWithBooksNm |
| Phone | 5703461027 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 VIEWMONT ESTATES | AddressLine1Txt |
| City | SCRANTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18508 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| PAUL ROSENBERG | ||||||||
| 7 VIEWMONT ESTATES | SCRANTON | PA | 18508 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| MARGERY ROSENBERG | ||||||||
| 7 VIEWMONT ESTATES | SCRANTON | PA | 18508 | SECRETARY | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $355,014 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,452 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $364,466 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $364,466 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,467 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $358,999 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $17,950 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $17,950 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $587 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $587 | TotalTaxAmt |
| Distributable Before Adj | $17,363 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $17,363 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $17,363 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $19,006 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $19,006 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $19,006 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $17,363 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $14,926 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $9,185 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $17,158 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,002 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,568 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $46,839 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $19,006 | QualifyingDistributionsAmt |
| Applied To Current Year | $17,363 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,643 | RemainingDistriFromCorpusAmt |
| Total Corpus | $48,482 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $14,926 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $33,556 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $9,185 | ExcessFromYear4Amt |
| Excess From Year3 | $17,158 | ExcessFromYear3Amt |
| Excess From Year2 | $1,002 | ExcessFromYear2Amt |
| Excess From Year1 | $4,568 | ExcessFromYear1Amt |
| Excess From Current Year | $1,643 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ABINGTON COMMUNITY LIBRARY | ||||||
| 1200 WEST GROVE STREET | CLARKS SUMMIT | PA | 18411 | N/A | PROGRAM SERVICES | $100 |
| ANTI-DEFAMATION LEAGUE | ||||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | N/A | PROGRAM SERVICES | $100 |
| BAIS YAAKOV OF SCRANTON | ||||||
| 1025 VINE STREET | SCRANTON | PA | 18510 | N/A | PROGRAM SERVICES | $50 |
| CANTOR VLADIMIR ARONZON | ||||||
| 918 EAST GIBSON STREET | SCRANTON | PA | 18510 | N/A | PROGRAM SERVICES | $55 |
| CEDAR CREST COLLEGE | ||||||
| 100 COLLEGE DRIVE | ALLENTOWN | PA | 18104 | N/A | PROGRAM SERVICES | $100 |
| DARTMOUTH COLLEGE | ||||||
| VARIOUS | HANOVER | NH | 03755 | N/A | PROGRAM SERVICES | $350 |
| FAMILIES WHO CARE | ||||||
| 284 MAIN STREET | EYNON | PA | 18503 | N/A | PROGRAM SERVICES | $1,250 |
| HADASSAH OF GREATER PHILADELPHIA | ||||||
| 1518 WALNUT STREET | PHILADELPHIA | PA | 19102 | N/A | PROGRAM SERVICES | $1,800 |
| JEWISH COMMUNITY CENTER | ||||||
| 601 JEFFERSON AVENUE | SCRANTON | PA | 18510 | N/A | PROGRAM SERVICES | $320 |
| JEWISH DISCOVERY CENTER | ||||||
| VARIOUS | NEW YORK | NY | 10002 | N/A | PROGRAM SERVICES | $200 |
| JEWISH FAMILY SERVICES | ||||||
| 615 JEFFERSON AVENUE | SCRANTON | PA | 18510 | N/A | PROGRAM SERVICES | $250 |
| JEWISH HERITAGE CONNECTIO | ||||||
| 529 WYOMING AVENUE | SCRANTON | PA | 18509 | N/A | PROGRAM SERVICES | $100 |
| JEWISH HOME OF NORTHEASTE | ||||||
| 1101 VINE STREET | SCRANTON | PA | 18503 | N/A | PROGRAM SERVICES | $1,025 |
| KEYSTONE COLLEGE | ||||||
| ONE COLLEGE GREEN | LA PLUME | PA | 18440 | N/A | PROGRAM SERVICES | $1,000 |
| LACKAWANNA BLIND ASSOCIATION | ||||||
| 228 ADAMS AVENUE | SCRANTON | PA | 18503 | N/A | PROGRAM SERVICES | $50 |
| MOSTLY OPERA | ||||||
| 142 NORTH WASHINGTON AVE | SCRANTON | PA | 18503 | N/A | PROGRAM SERVICES | $100 |
| NEPA PHILHARMONIC | ||||||
| 195 HANOVER STREET | WILKES BARRE | PA | 18711 | N/A | PROGRAM SERVICES | $1,050 |
| OHEV SHALOM | ||||||
| 944 SECOND STREET PIKE | RICHBORO | PA | 18954 | N/A | PROGRAM SERVICES | $2,000 |
| PINNACLE HEALTH FOUNDATION | ||||||
| PO BOX 8700 | HARRISBURG | PA | 17105 | N/A | PROGRAM SERVICES | $25 |
| SCOLA | ||||||
| 21557 270TH STREET | MCLELLAND | IA | 51548 | N/A | PROGRAM SERVICES | $100 |
| SCRANTON AREA FOUNDATION | ||||||
| 321 SPRUCE STREET STE 608 | SCRANTON | PA | 18503 | N/A | PROGRAM SERVICES | $150 |
| TEMPLE ISRAEL | ||||||
| 918 EAST GIBSON STREET | SCRANTON | PA | 18510 | N/A | PROGRAM SERVICES | $2,856 |
| THE ARC OF NEPA | ||||||
| 115 MEADOW AVENUE | SCRANTON | PA | 18505 | N/A | PROGRAM SERVICES | $500 |
| THE JEWISH PAVILION | ||||||
| 421 MONTGOMERY ROAD 131 | ALAMONTE SPRINGS | FL | 32714 | N/A | PROGRAM SERVICES | $50 |
| UNITED JEWISH CAMPAIGN | ||||||
| VARIOUS | SCRANTON | PA | 18503 | N/A | PROGRAM SERVICES | $5,100 |
| UNITED WAY OF LACKAWANNA | ||||||
| 615 JEFFERSON AVENUE | SCRANTON | PA | 18510 | N/A | PROGRAM SERVICES | $125 |
| WOMENS RESOURCE CENTER | ||||||
| VARIOUS | SCRANTON | PA | 18503 | N/A | PROGRAM SERVICES | $100 |
| WYOMING SEMINARY | ||||||
| 1560 WYOMING AVENUE | FORTY FORT | PA | 18704 | N/A | PROGRAM SERVICES | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $19,006 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,410 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,962 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 26 | ExclusionCd |
| Exclusion | $3,257 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $32,629 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $32,629 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $930 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (9 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| CLIFFS NATURAL RESOURCES, INC., 600 | 2013-05 | PURCHASE | 2014-02 | $12,240 | $12,275 | -$35 |
| GRIFFON CORP, 10,000 SH | 2011-12 | PURCHASE | 2014-02 | $10,509 | $10,059 | $450 |
| PENNYMAC MORTGAGE, 500 SH | 2013-11 | PURCHASE | 2014-05 | $10,745 | $11,015 | -$270 |
| ALEXANDRIA REAL ESTATE, 500 SH | 2012-11 | PURCHASE | 2014-06 | $13,797 | $13,755 | $42 |
| ALEXANDRIA REAL ESTATE, 400 SH | 2013-11 | PURCHASE | 2014-06 | $11,038 | $10,305 | $733 |
| AMTRUST FINL SERVICES, 200 SH | 2013-06 | PURCHASE | 2014-09 | $4,535 | $5,000 | -$465 |
| ADVISORS DISCIPLINED TR, 1,500 SH | 2012-12 | PURCHASE | 2014-10 | $15,886 | $14,003 | $1,883 |
| COHEN & STEERS, 685 SH | 2004-01 | PURCHASE | 2014-11 | $16,099 | $13,513 | $2,586 |
| ADVISORS DISCIPLINED TR, 1,407 SH | 2012-12 | PURCHASE | 2014-12 | $12,342 | $14,009 | -$1,667 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (6 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COBALT INTL ENERGY | $17,417 | $13,375 |
| GRIFFON CORP | ||
| HERCULES TECH GROWTH CAP 7% | $20,307 | $20,272 |
| HORIZON TECH | $15,000 | $15,270 |
| PNC FINL SERVICES | $15,204 | $16,578 |
| TRIANGLE CAP CORP | $15,000 | $15,156 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (22 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADVISORS DISCIPLINED TR | $20,042 | $15,553 |
| ADVISORS DISCIPLINED TR STEELPATH | ||
| ADVISORS DISCIPLINED BUS | $12,477 | $11,863 |
| ADVISORS DISCIPLINED TR SR VAR | ||
| ADT STEELPATH | $15,880 | $13,754 |
| AG MORTGAGE INVESTMENT | $10,000 | $10,140 |
| ALEXANDRIA REALTY ESTATE | ||
| AMTRUST FINANCIAL SERVICES | ||
| ARBOR REALTY TRUST | $15,000 | $15,072 |
| CLIFF'S NATURAL RESOURCES | ||
| COHEN & STEERS REIT FUND | $7,405 | $13,716 |
| DOMINION RESOURCES, INC. | $26,380 | $25,860 |
| GOODRICH PETROLEUM CORP | $27,661 | $5,360 |
| GUGGENHEIM | $10,004 | $9,059 |
| HATTERAS FINANCIAL | $10,000 | $9,700 |
| HERCULES TECH GROWTH CAP 7% | $17,500 | $17,955 |
| LEGACY RESERVES | $24,026 | $9,720 |
| NEUBERGER BERMAN | $12,876 | $19,460 |
| PENNANTPARK INVESTMENT CORP | $33,770 | $25,170 |
| PENNYMAC MORTGAGE | ||
| VANGUARD NATURAL RESOURCES | $12,500 | $12,230 |
| WELLS FARGO & CO | $29,966 | $31,075 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| BANK CHARGES | $10 |
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