BENCO FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- BENCO FAMILY FOUNDATION (EIN 13-7483658)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-09
- IRS object ID
- 201543139349100004
- 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
- Schedule B
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-09T08:12:59-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 2015-10-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DONNA M WEAVER | PreparerPersonNm |
| PTIN | P00943402 | PTIN |
| Phone | 8002291099 | PhoneNum |
| Preparation | 2015-10-27 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,163,680 | 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 | $355,264 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $7,540 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,540 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $38,492 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $38,492 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $190,433 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $506,031 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $233,267 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $591,729 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $279,299 | 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 |
| Legal Fees Rev And Expnss | $1,712 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,712 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,088 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,073 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $15 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $75 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $75 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,875 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,148 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,727 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $337,267 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $337,267 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $340,142 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,148 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $338,994 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $251,587 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $278,151 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $534,165 | CashBOYAmt |
| Cash EOY | $306,265 | CashEOYAmt |
| Cash EOYFMV | $306,265 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,964,460 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,630,123 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,630,123 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $363,782 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $227,292 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $227,292 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,862,407 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,163,680 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,163,680 | 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 | $3,862,407 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,163,680 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,862,407 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,163,680 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,862,407 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,163,680 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,862,407 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $251,587 | ExcessRevenueOverExpensesAmt |
| Other Increases | $49,686 | OtherIncreasesAmt |
| Subtotal | $4,163,680 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,163,680 | 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 | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1524.39 SHS VANGUARD DEVELOPED MKTS INDEX ADM | P | 2013-11-21 | 2014-05-07 | $20,515 | $20,017 | $498 | $498 |
| 250.00 SHS ANHEUSER BUSCH INBEV ADR | D | 2010-05-17 | 2014-05-07 | $26,607 | $11,976 | $14,631 | $14,631 |
| 833.00 BERKSHIRE HATHAWAY INC CL B | P | 2007-04-17 | 2014-05-07 | $104,452 | $60,442 | $44,010 | $44,010 |
| 482.728 SHS FAIRHOLME FUND | P | 2006-02-13 | 2014-05-07 | $19,434 | $11,982 | $7,452 | $7,452 |
| 6306.129 SHS VANGUARD DEVELOPED MKTS INDEX ADM | P | 2007-12-28 | 2014-05-07 | $84,867 | $102,787 | -$17,920 | -$17,920 |
| 500.00 SHS AMERICAN EXPRESS CO | D | 2008-10-07 | 2014-05-07 | $43,397 | $15,000 | $28,397 | $28,397 |
| 367.00 BERKSHIRE HATHAWAY INC CL B | D | 2006-03-02 | 2014-05-07 | $46,019 | $21,191 | $24,828 | $24,828 |
| 1017.272 SHS FAIRHOLME FUND | D | 2009-11-27 | 2014-05-07 | $40,954 | $29,369 | $11,585 | $11,585 |
| CAPITAL GAINS DIVIDENDS | P | $119,786 | $119,786 | $119,786 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $233,267 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $203,386 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,081,076 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.066011 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $136,798 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,420,011 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.056528 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $103,095 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,047,934 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050341 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $90,325 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,877,662 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048105 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $97,138 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,547,722 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.062762 | DistributionYr5Rt |
| Total Distribution | 0.283747 | TotalDistributionRt |
| Average Distribution | 0.056749 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,842,531 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $218,060 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,782 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $220,842 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $338,994 | 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 | $2,782 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,782 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,782 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $729 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $4,500 | AppliedToEsTaxAmt |
| Total Payments And Credits | $5,229 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,447 | OverpaymentAmt |
| Applied To ES Tax | $2,447 | 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 | 0 | 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 | $3,575,814 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $325,233 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,901,047 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,901,047 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $58,516 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,842,531 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $192,127 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $192,127 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,782 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,782 | TotalTaxAmt |
| Distributable Before Adj | $189,345 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $189,345 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $189,345 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $338,994 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $338,994 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,782 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $336,212 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $189,345 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $20,026 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $1,032 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $6,401 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $50,498 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $77,957 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $338,994 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $189,345 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $149,649 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $227,606 | 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 | $20,026 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $207,580 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $1,032 | ExcessFromYear3Amt |
| Excess From Year2 | $6,401 | ExcessFromYear2Amt |
| Excess From Year1 | $50,498 | ExcessFromYear1Amt |
| Excess From Current Year | $149,649 | 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 |
|---|---|---|---|---|---|---|---|---|
| ALLIED SERVICES FOUNDATION | ||||||||
| 100 ABINGTON EXECUTIVE PARK | CLARKS SUMMIT | PA | 18411 | NONE | EXEMPT | CHARITABLE | $350 | |
| ALS ASSOCIATION | ||||||||
| 1275 K STREET NM SUITE 250 | WASHINGTON | DC | 20005 | NONE | EXEMPT | CHARITABLE | $60 | |
| AMERICAN CANCER SOCIETY | ||||||||
| PO BOX 22718 | OKLAHOMA CITY | OK | 43123 | NONE | EXEMPT | CHARITABLE | $831 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | NONE | EXEMPT | CHARITABLE | $1,112 | |
| ASHLEY PRESBYTERIAN CHURCH | ||||||||
| 32 NORTH MAIN ST | ASHLEY | PA | 18706 | NONE | EXEMPT | CHARITABLE | $100 | |
| ASPCA | ||||||||
| 520 8TH AVE | NEW YORK | NY | 10018 | NONE | EXEMPT | CHARITABLE | $100 | |
| AUTISM COALITION OF LUZERNE COUNTY | ||||||||
| 2009 WYOMING AVE | FORTY FORT | PA | 18704 | NONE | EXEMPT | CHARITABLE | $216 | |
| BAIS MENACHEM | ||||||||
| 150 SOUTH FRANKLIN ST | WILKESBARRE | PA | 18701 | NONE | EXEMPT | CHARITABLE | $600 | |
| BIG BROTHERSBIG SISTERS OF AMERICA | ||||||||
| 450 E JOHN CARPENTER FWY | IRVING | TX | 75234 | NONE | EXEMPT | CHARITABLE | $1,500 | |
| CANDY'S PLACE | ||||||||
| 190 WELLES ST | FORTY FORT | PA | 18704 | NONE | EXEMPT | CHARITABLE | $440 | |
| CARBONFUNDORG FOUNDATION | ||||||||
| 3 BETHESDA METRO CENTER | BETHESDA | MD | 20814 | NONE | EXEMPT | CHARITABLE | $5,000 | |
| CEOWEINBERG FOOD BANK | ||||||||
| 165 AMBER LANE | WILKESBARRE | PA | 18702 | NONE | EXEMPT | CHARITABLE | $3,985 | |
| CHILDREN'S HOSPITAL OF PHILA FOUNDATION | ||||||||
| 34TH ST AND CIVIC CENTER BLVD | PHILADELPHIA | PA | 19104 | NONE | EXEMPT | CHARITABLE | $25 | |
| COMMONWEALTH MEDICAL COLLEGE | ||||||||
| 525 PINE ST | SCRANTON | PA | 18509 | NONE | EXEMPT | CHARITABLE | $32,000 | |
| COOK FAMILY ENDOWMENT FUND | ||||||||
| C/O OFFICE OF THE EXECUTIVE | BETHLEHEM | PA | 18020 | NONE | EXEMPT | CHARITABLE | $25 | DIRECTOR |
| CYSTIC FIBROSIS FOUNDATION | ||||||||
| 6931 ARLINGTON ROAD | BETHESDA | MD | 20814 | NONE | EXEMPT | CHARITABLE | $696 | |
| DENTAL LIFELINE NETWORK | ||||||||
| 1800 15TH ST | DENVER | CO | 80202 | NONE | EXEMPT | CHARITABLE | $5,000 | |
| DESMOID TUMOR RESEARCH FOUNDATION INC | ||||||||
| PO BOX 273 | SUFFERN | NY | 10901 | NONE | EXEMPT | CHARITABLE | $25 | |
| DTA FOUNDATION | ||||||||
| 4350 N FAIRFAX DR | ARLINGTON | VA | 22203 | NONE | EXEMPT | CHARITABLE | $11,000 | |
| ELLIE REYNOLDS FOUNDATION | ||||||||
| C/O SHANNON PSENSKY | LAKE HOPATCONG | NJ | 07849 | NONE | EXEMPT | CHARITABLE | $250 | |
| FM KIRBY CENTER | ||||||||
| 71 PUBLIC SQUARE | WILKESBARRE | PA | 18701 | NONE | EXEMPT | CHARITABLE | $10,000 | |
| FAMILY SERVICE ASSOCIATION OF NEPA | ||||||||
| 31 WEST MARKET ST | WILKESBARRE | PA | 18701 | NONE | EXEMPT | CHARITABLE | $190 | |
| TRANSPLANT FOUNDATION INC | ||||||||
| 9155 S DADELAND BOULEVARD SUITE | MIAMI | FL | 33156 | NONE | EXEMPT | CHARITABLE | $100 | 1506 |
| GREENWICH VILLAGE SOCIETY | ||||||||
| 232 EAST 11 STREET | NEW YORK | NY | 10003 | NONE | EXEMPT | CHARITABLE | $500 | |
| HABITAT FOR HUMANITY INTERNATIONAL | ||||||||
| 121 HABITAT STREET | AMERICUS | GA | 317093498 | NONE | EXEMPT | CHARITABLE | $188 | |
| HOSPICE OF WASHINGTON COUNTY | ||||||||
| 747 NORTHERN AVE | HAGERSTOWN | MD | 21742 | NONE | EXEMPT | CHARITABLE | $100 | |
| I M SULZBACHER CENTER FOR THE HOMELESS | ||||||||
| 611 ADAMS STREET | JACKSONVILLE | FL | 32202 | NONE | EXEMPT | CHARITABLE | $100 | |
| INTERNATIONAL LIFE FOUNDATION INC | ||||||||
| 707 TENNESSEE AVE | SAINT CLOUD | FL | 34769 | NONE | EXEMPT | CHARITABLE | $3,075 | |
| JEWISH COMMUNITY ALLIANCE | ||||||||
| 60 SOUTH RIVER ST | WILKESBARRE | PA | 18702 | NONE | EXEMPT | CHARITABLE | $40,100 | |
| JEWISH COMMUNITY CENTER | ||||||||
| 60 S RIVER ST | WILKESBARRE | PA | 18702 | NONE | EXEMPT | CHARITABLE | $2,244 | |
| KAGENO WORLDWIDE | ||||||||
| 261 BROADWAY SUITE 10D | NEW YORK | NY | 10007 | NONE | EXEMPT | CHARITABLE | $1,000 | |
| KEEP A BREAST FOUNDATION | ||||||||
| 811 TRACTION AVE | LOS ANGELES | CA | 90013 | NONE | EXEMPT | CHARITABLE | $38,934 | |
| KISS THEATER COMPANY | ||||||||
| PO BOX 1132 | WILKESBARRE | PA | 18703 | NONE | EXEMPT | CHARITABLE | $500 | |
| KOMEN NEPA RACE FOR THE CURE | ||||||||
| 25 N WASHINGTON AVE | SCRANTON | PA | 18503 | NONE | EXEMPT | CHARITABLE | $225 | |
| LCCC FOUNDATION | ||||||||
| 1333 SOUTH PROSPECT ST | NANTICOKE | PA | 186343899 | NONE | EXEMPT | CHARITABLE | $15,000 | |
| LEADERSHIP LACKAWANNA | ||||||||
| 222 MULBERRY ST | SCRANTON | PA | 18501 | NONE | EXEMPT | CHARITABLE | $100 | |
| LEADERSHIP WILKES-BARRE | ||||||||
| 2 PUBLIC SQUARE | WILKESBARRE | PA | 18701 | NONE | EXEMPT | CHARITABLE | $1,535 | |
| LUNGEVITY FOUNDATION | ||||||||
| 218 S WABASH AVE | CHICAGO | IL | 60604 | NONE | EXEMPT | CHARITABLE | $755 | |
| LUZERNE COUNTY HEAD START | ||||||||
| 23 BEEKMAN ST | WILKESBARRE | PA | 18702 | NONE | EXEMPT | CHARITABLE | $3,326 | |
| MADONNA LEARNING CENTER | ||||||||
| 7007 POPLAR AVE | GERMANTOWN | TN | 38138 | NONE | EXEMPT | CHARITABLE | $100 | |
| MAKE-A-WISH AMERICA | ||||||||
| 4742 NORTH 24TH ST | PHOENIX | AZ | 85016 | NONE | EXEMPT | CHARITABLE | $183 | |
| MARCH OF DIMES | ||||||||
| 1275 MAMARONECK AVE | WHITE PLAINS | NY | 10605 | NONE | EXEMPT | CHARITABLE | $612 | |
| MATERNAL & FAMILY HEALTH SERVICES | ||||||||
| 15 PUBLIC SQUARE | WILKESBARRE | PA | 18701 | NONE | EXEMPT | CHARITABLE | $2,700 | |
| MISERICORDIA UNIVERSITY | ||||||||
| THE DEVELOPMENT OFFICE | DALLAS | PA | 18612 | NONE | EXEMPT | CHARITABLE | $1,000 | |
| MISSION RESTORE | ||||||||
| 120 EAST 87TH STREET SUITE P4B | NEW YORK | NY | 10128 | NONE | EXEMPT | CHARITABLE | $1,000 | |
| MS SOCIETY | ||||||||
| 12121 SCRIPPS SUMMIT DR | SAN DIEGO | CA | 92131 | NONE | EXEMPT | CHARITABLE | $891 | |
| MUSCULAR DYSTROPHY ASSOCIATION | ||||||||
| WYOMING VALLEY LOCKUP LYNN | ALLENTOWN | PA | 18106 | NONE | EXEMPT | CHARITABLE | $100 | BACHSTEIN |
| NATIONAL CHILDRENS ORAL HEALTH FOUNDATION | ||||||||
| 4108 PARK ROAD | CHARLOTTE | NC | 28209 | NONE | EXEMPT | CHARITABLE | $5,000 | |
| NATIONAL KIDNEY FOUNDATION | ||||||||
| 30 EAST 33RD STREET | NEW YORK | NY | 10016 | NONE | EXEMPT | CHARITABLE | $70 | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||||
| 733 THIRD AVE | NEW YORK | NY | 100173288 | NONE | EXEMPT | CHARITABLE | $70 | |
| NEPA PHILHARMONIC | ||||||||
| PO BOX 4525 | SCRANTON | PA | 18505 | NONE | EXEMPT | CHARITABLE | $1,500 | |
| NETWORK FOR SOCIAL RESPONSIBILITY | ||||||||
| 3042 GOUGH ST | SAN FRANCISCO | CA | 94123 | NONE | EXEMPT | CHARITABLE | $500 | |
| NORTH BRANCH LAND TRUST | ||||||||
| 11 CARVERTON RD | TRUCKSVILLE | PA | 18708 | NONE | EXEMPT | CHARITABLE | $1,250 | |
| NORTHEAST REGIONAL CANCER INSTITUTE | ||||||||
| 334 JEFFERSON AVE | SCRANTON | PA | 18510 | NONE | EXEMPT | CHARITABLE | $194 | |
| NYS DENTAL FOUNDATION | ||||||||
| 20 CORPORATE WOODS | ALBANY | NY | 12211 | NONE | EXEMPT | CHARITABLE | $1,000 | |
| ORAL CANCER FOUNDATION | ||||||||
| ATTN EILEEN CISZAK | EFFORT | PA | 18330 | NONE | EXEMPT | CHARITABLE | $500 | |
| OSTERHOUT FREE LIBRARY | ||||||||
| 71 SOUTH FRANKLIN ST | WILKESBARRE | PA | 18701 | NONE | EXEMPT | CHARITABLE | $500 | |
| PARTNERSHIP WITH CHILDREN | ||||||||
| 299 BROADWAY SUITE 1300 | NEW YORK | NY | 10007 | NONE | EXEMPT | CHARITABLE | $500 | |
| PEACEQUILTS | ||||||||
| RR1 BOX 534 | EDGARTOWN | MA | 02539 | NONE | EXEMPT | CHARITABLE | $200 | |
| PENN STATE FUTURE FUND | ||||||||
| 105 OLD MAIN | UNIVERSITY PARK | PA | 16802 | NONE | EXEMPT | CHARITABLE | $500 | |
| PENNIES IN ACTION | ||||||||
| 3100 DUTTON MILL RD | ASTON | PA | 19014 | NONE | EXEMPT | CHARITABLE | $325 | |
| PRINCETON JEWISH CENTER | ||||||||
| 435 NASSUA STREET | PRINCETON | NJ | 05804 | NONE | EXEMPT | CHARITABLE | $250 | |
| REGENTS OF THE UNIVERSITY OF MICHIGAN | ||||||||
| 3003 SOUTH STATE STREET SUITE 9000 | ANN ARBOR | MI | 481091288 | NONE | EXEMPT | CHARITABLE | $10,000 | |
| RONALD MCDONALD HOUSE OF CLEVELAND | ||||||||
| 10415 EUCLID AVENUE | CLEVELAND | OH | 44106 | NONE | EXEMPT | CHARITABLE | $100 | |
| RONALD MCDONALD HOUSE OF JACKSONVILLE | ||||||||
| 824 CHILDRENS WAY | JACKSONVILLE | FL | 32207 | NONE | EXEMPT | CHARITABLE | $100 | |
| RUTH'S PLACE WOMEN'S SHELTER | ||||||||
| C/O 25 NORTH RIVER ST | WILKESBARRE | PA | 18702 | NONE | EXEMPT | CHARITABLE | $240 | |
| SAINT NICHOLOS CAPITAL CAMPAIGN | ||||||||
| 226 SOUTH WASHINGTON ST | WILKESBARRE | PA | 18701 | NONE | EXEMPT | CHARITABLE | $100 | |
| SALVATION ARMY | ||||||||
| 17 SOUTH PENNSYLVANIA AVENUE | WILKESBARRE | PA | 18702 | NONE | EXEMPT | CHARITABLE | $145 | |
| SANGRE DE CRISTO HOSPICE HOUSE | ||||||||
| 1107 PUEBLO BLVD WAY | PUEBLO | CO | 81005 | NONE | EXEMPT | CHARITABLE | $100 | |
| SOUTHEAST LANCASTER HEALTH SERVICES | ||||||||
| 333 NORTH ARCH STREET | LANCASTER | PA | 17603 | NONE | EXEMPT | CHARITABLE | $1,000 | |
| SPCA OF LUZERNE COUNTY | ||||||||
| 524 EAST MAIN ST | WILKESBARRE | PA | 18702 | NONE | EXEMPT | CHARITABLE | $936 | |
| SPCA OF NORTHERN VIRGINIA | ||||||||
| PO BOX 1002220 | ARLINGTON | VA | 222103220 | NONE | EXEMPT | CHARITABLE | $100 | |
| SPECIAL OLYMPICS | ||||||||
| 1133 19TH ST NW | WASHINGTON | DC | 20036 | NONE | EXEMPT | CHARITABLE | $226 | |
| ST ANDREW CHURCH | ||||||||
| 12 NORTH BROAD ST | WAYNESBORO | PA | 17268 | NONE | EXEMPT | CHARITABLE | $100 | |
| ST JOSEPH'S CENTER | ||||||||
| 2010 ADAMS AVE | SCRANTON | PA | 18509 | NONE | EXEMPT | CHARITABLE | $178 | |
| ST JUDE'S CHILDREN'S HOSPITAL | ||||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | EXEMPT | CHARITABLE | $490 | |
| ST NICHOLAS CHURCH | ||||||||
| 250 S WASHINGTON ST | WILKESBARRE | PA | 18701 | NONE | EXEMPT | CHARITABLE | $100 | |
| ST PAUL'S LUTHERAN CHURCH | ||||||||
| 474 YALICK RD | DALLAS | PA | 18612 | NONE | EXEMPT | CHARITABLE | $50 | |
| STEP BY STEP FOUNDATION | ||||||||
| CROSS VALLEY COMMONS | WILKESBARRE | PA | 18702 | NONE | EXEMPT | CHARITABLE | $1,100 | |
| TEMPLE ISRAEL | ||||||||
| 236 SOUTH RIVER STREET | WILKESBARRE | PA | 18702 | NONE | EXEMPT | CHARITABLE | $250 | |
| THE CHILDREN'S ORAL HEALTH INSTITUTE | ||||||||
| 9199 REISTERSTOWN RD | OWINGS MILLS | MD | 21117 | NONE | EXEMPT | CHARITABLE | $5,000 | |
| THE HUMANE SOCIETY OF ROCKPORTFULTON | ||||||||
| 1308 MYRTLE ST | FULTON | TX | 78258 | NONE | EXEMPT | CHARITABLE | $500 | |
| THE SPECIAL FORCES CHARITABLE TRUST | ||||||||
| PO BOX 53 | ESSEX | CT | 06426 | NONE | EXEMPT | CHARITABLE | $300 | |
| TOYS FOR TOTS | ||||||||
| 1118 WYOMING AVE | WYOMING | PA | 18644 | NONE | EXEMPT | CHARITABLE | $361 | |
| TRUSTEES OF THE UNIVERSITY OF PENNA | ||||||||
| ATTN MAREN GAUGHAN | PHILADELPHIA | PA | 19104 | NONE | EXEMPT | CHARITABLE | $10,050 | |
| UC SD FOUNDATION - ALS RESEARCH #2285 | ||||||||
| 9500 GILMAN DRIVE | LA JOLLA | CA | 92093 | NONE | EXEMPT | CHARITABLE | $100 | |
| UNITED WAY OF WYOMING VALLEY | ||||||||
| 100 N PENNSYLVANIA AVE | WILKESBARRE | PA | 18701 | NONE | EXEMPT | CHARITABLE | $56,156 | |
| UNIVERSITY OF DETROIT MERCY | ||||||||
| UNIVERSITY ADVANCEMENT | DETROIT | MI | 482213038 | NONE | EXEMPT | CHARITABLE | $7,148 | |
| VOLUNTEERS OF AMERICA | ||||||||
| 25 NORTH RIVER ST | WILKESBARRE | PA | 18702 | NONE | EXEMPT | CHARITABLE | $500 | |
| WATCHTOWER | ||||||||
| C/O ACCOUNTING OFFICE | BROOKLYN | NY | 112012483 | NONE | EXEMPT | CHARITABLE | $100 | |
| WAYNE MEMORIAL HEALTH FOUNDATION | ||||||||
| 601 PARK ST | HONESDALE | PA | 18431 | NONE | EXEMPT | CHARITABLE | $400 | |
| WILKES UNIVERSITY | ||||||||
| 84 WEST SOUTH ST | WILKESBARRE | PA | 18766 | NONE | EXEMPT | CHARITABLE | $8,700 | |
| WILKES-BARRE ASSOCIATION FOR THE BLIND | ||||||||
| 1825 WYOMING AVE | EXETER | PA | 18643 | NONE | EXEMPT | CHARITABLE | $250 | |
| WILKES-BARRE YMCA CAPITAL CAMPAIGN | ||||||||
| CAMPAIGN OFFICE | WILKESBARRE | PA | 18701 | NONE | EXEMPT | CHARITABLE | $5,000 | |
| WILKES-BARRE YMCA FAMILY YMCA | ||||||||
| 40 WEST NORTHAMPTON STREET | WILKESBARRE | PA | 18701 | NONE | EXEMPT | CHARITABLE | $500 | |
| WOUNDED WARRIOR PROJECT | ||||||||
| PO BOX 758517 | TOPEKA | KS | 66675 | NONE | EXEMPT | CHARITABLE | $290 | |
| WVIA | ||||||||
| 100 WVIA WAY | PITTSOTN | PA | 18640 | NONE | EXEMPT | CHARITABLE | $15,000 | |
| WYOMING COUNTY CANCER SOCIETY | ||||||||
| 8 IRONWOOD ST | TUNKHANNOCK | PA | 18657 | NONE | EXEMPT | CHARITABLE | $100 | |
| WYOMING SEMINARY ANNUAL FUND | ||||||||
| OFFICE OF DEVELOPMENT | KINGSTON | PA | 187043593 | NONE | EXEMPT | CHARITABLE | $10,000 | |
| WYOMING VALLEY CHILDREN'S ASSOCIATION | ||||||||
| 1133 WYOMING AVE | FORTY FORT | PA | 18704 | NONE | EXEMPT | CHARITABLE | $1,265 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $337,267 | 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 | $7,540 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $38,492 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $190,433 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $236,465 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $236,465 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| CHARLES F COHEN | |||||||
| 1 | 1495 SHELBOURNE COURT | ALLENTOWN | PA | 18104 | $180,980 | Yes (X) | |
| RICHARD S COHEN | |||||||
| 2 | 39 BRIANS PLACE | PLAINS TOWNSHIP | PA | 18640 | $174,284 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | 8,956 SHS CUBI | NoncashPropertyDesc |
| Fair Market Value | $174,284 | FairMarketValueAmt |
| Received | 2014-12-30 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SCOTTRADE INVESTMENT ACCOUNT | $522 | $522 |
| SEQUOIA FUND | $339,317 | $339,317 |
| TD AMERITRADE INVESTMENT ACCOUNT | $3,290,284 | $3,290,284 |
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 | $227,292 | BookValueAmt |
| EOYFMV | $227,292 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,712 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,712 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $75 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $75 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS ON INVESTMENT | Desc |
| Amt | $49,686 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,073 | $1,073 | $0 |
| PA REGISTRATION | $15 | $0 | $15 |
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