ANNA C BOHORAD TRUST B: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ANNA C BOHORAD TRUST B (EIN 23-6627730)
- Tax period
- 2024-03-01 to 2025-02-28
- Filed
- 2025-12-11
- IRS object ID
- 202543459349101404
- Schema version
- 2024v5.2
- 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
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-12-11T16:01:33-06:00 | ReturnTs |
| Tax Period End | 2025-02-28 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 N WACKER DR | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-03-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 236627730 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANNA C BOHORAD TRUST B | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BOHO | BusinessNameControlTxt |
| Phone | 7168486862 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1504 | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14240 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MANUFACTURERS TRADERS TRUST CO | PersonNm |
| Person Title | SVP | PersonTitleTxt |
| Phone | 7168486862 | PhoneNum |
| Signature | 2025-11-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SANDRA MURPHY | PreparerPersonNm |
| PTIN | P01252209 | PTIN |
| Phone | 3128792000 | PhoneNum |
| Preparation | 2025-11-19 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,215,702 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,678 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,678 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $31,312 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $31,312 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $266,254 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $732,960 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $266,254 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $4 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $299,248 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $299,248 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $17,101 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $17,101 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,007 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $500 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $18,108 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,601 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $57,350 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $57,350 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $75,458 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,601 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $57,350 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $223,790 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $281,647 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $28,257 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $24,307 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $24,307 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $177,544 | CorporateStockBOYAmt |
| Corporate Stock EOY | $121,366 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $217,716 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $350,845 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $370,052 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $376,267 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $311,194 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $578,148 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $597,412 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $867,840 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,093,873 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,215,702 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $867,840 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,093,873 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $867,840 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,093,873 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $867,840 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,093,873 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $867,840 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $223,790 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,537 | OtherIncreasesAmt |
| Subtotal | $1,094,167 | SubtotalAmt |
| Other Decreases | $294 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,093,873 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (96 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 531.812 AMG RIVER RD SM-CAP VALUE FD CL I | 2021-11-04 | 2025-02-19 | $8,743 | $8,743 | |||
| 2. ABBVIE INC | 2023-10-18 | 2025-02-19 | $394 | $299 | $95 | $95 | |
| 1. AIR PRODUCTS & CHEMICALS INC | 2023-10-18 | 2025-02-19 | $316 | $284 | $32 | $32 | |
| 206. AMAZON COM INC COM | 2011-09-07 | 2025-02-19 | $46,232 | $2,236 | $43,996 | $43,996 | |
| 11. AMERN ELEC PWR CO INC COM | 2022-03-17 | 2025-02-19 | $1,128 | $1,055 | $73 | $73 | |
| 6. AMERICAN TOWER CORP CL A | 2021-04-01 | 2025-02-19 | $1,134 | $1,428 | -$294 | -$294 | |
| 4. ANALOG DEVICES INC COM | 2023-10-18 | 2025-02-19 | $935 | $685 | $250 | $250 | |
| 9. ELEVANCE HEALTH INC | 2023-10-18 | 2025-02-19 | $3,496 | $4,233 | -$737 | -$737 | |
| 136. APPLE COMPUTER INC COM | 2011-09-07 | 2025-02-19 | $33,120 | $1,862 | $31,258 | $31,258 | |
| 70. BANK AMER CORP COM | 2021-04-01 | 2025-02-19 | $3,196 | $2,748 | $448 | $448 | |
| 2. BLACKROCK INC | 2021-04-01 | 2025-02-19 | $1,949 | $1,526 | $423 | $423 | |
| 12. BROADCOM INC | 2023-10-18 | 2025-02-19 | $2,717 | $1,065 | $1,652 | $1,652 | |
| 17. CMS ENERGY CORP COM | 2022-03-17 | 2025-02-19 | $1,188 | $1,093 | $95 | $95 | |
| 39. CVS CORP COM | 2023-10-18 | 2025-02-19 | $2,580 | $2,776 | -$196 | -$196 | |
| 9. CHEVRONTEXACO CORP | 2021-04-01 | 2025-02-19 | $1,413 | $943 | $470 | $470 | |
| 386. CISCO SYS INC COM | 2004-04-30 | 2025-02-19 | $24,942 | $8,321 | $16,621 | $16,621 | |
| 442. COMCAST CORP | 2003-03-13 | 2025-02-19 | $16,126 | $4,130 | $11,996 | $11,996 | |
| 6. COSTCO WHOLESALE CORP COM | 2021-04-01 | 2025-02-19 | $6,342 | $2,134 | $4,208 | $4,208 | |
| 3. DANAHER CORP COM | 2022-03-17 | 2025-02-19 | $610 | $737 | -$127 | -$127 | |
| 22. EOG RESOURCES INC COM | 2021-04-01 | 2025-02-19 | $2,923 | $1,613 | $1,310 | $1,310 | |
| 2. HOME DEPOT INC COM | 2023-10-18 | 2025-02-19 | $791 | $581 | $210 | $210 | |
| 427. ISHARES CORE MSCI EAFE ETF | 2020-02-05 | 2025-02-19 | $32,290 | $27,807 | $4,483 | $4,483 | |
| 228. ISHARES CORE MSCI EMERGING | 2023-10-18 | 2025-02-19 | $12,579 | $10,700 | $1,879 | $1,879 | |
| 113. J P MORGAN CHASE & CO COM | 2011-09-07 | 2025-02-19 | $31,464 | $3,912 | $27,552 | $27,552 | |
| 100. JOHNSON & JOHNSON COM | 2003-04-08 | 2025-02-19 | $15,717 | $5,481 | $10,236 | $10,236 | |
| 30354.239 JP MORGAN CORE BOND CL SLCT | 2023-10-18 | 2025-02-19 | $308,399 | $291,401 | $16,998 | $16,998 | |
| 2. LOCKHEED MARTIN CORPORATION COM | 2022-03-17 | 2025-02-19 | $870 | $858 | $12 | $12 | |
| 228. MERCK & CO INC | 2001-12-03 | 2025-02-19 | $19,283 | $9,889 | $9,394 | $9,394 | |
| 81. MICROSOFT CORP COM | 2011-10-19 | 2025-02-19 | $33,071 | $2,201 | $30,870 | $30,870 | |
| 13. NVIDIA CORP COM | 2023-10-18 | 2025-02-19 | $1,817 | $549 | $1,268 | $1,268 | |
| 74. OMNICOM GROUP INC COM | 2022-03-17 | 2025-02-19 | $6,213 | $6,325 | -$112 | -$112 | |
| 191. ORACLE CORPORATION COM | 2011-09-07 | 2025-02-19 | $33,859 | $5,189 | $28,670 | $28,670 | |
| 38. PAYPAL HOLDINGS INC | 2023-10-18 | 2025-02-19 | $2,957 | $2,121 | $836 | $836 | |
| 25. PEPSICO INC COM | 2021-04-01 | 2025-02-19 | $3,624 | $3,541 | $83 | $83 | |
| 50. PFIZER INC COM | 2023-10-18 | 2025-02-19 | $1,289 | $1,572 | -$283 | -$283 | |
| 2. SHERWIN WILLIAMS CO COM | 2021-04-01 | 2025-02-19 | $695 | $495 | $200 | $200 | |
| 2. TARGET CORP COM | 2023-10-18 | 2025-02-19 | $262 | $221 | $41 | $41 | |
| 3. TESLA INC. | 2023-10-18 | 2025-02-19 | $1,081 | $729 | $352 | $352 | |
| 1. UNION PAC CORP COM COM | 2023-10-18 | 2025-02-19 | $246 | $206 | $40 | $40 | |
| 14. UNITED PARCEL SERVICE CL B | 2023-10-18 | 2025-02-19 | $1,613 | $2,154 | -$541 | -$541 | |
| 7. VERALTO CORPORATION | 2022-03-17 | 2025-02-19 | $683 | $681 | $2 | $2 | |
| 48.514 VIRTUS KAR SMALL-CAP GROWTH I | 2024-12-18 | 2025-02-19 | $1,566 | $1,638 | -$72 | -$72 | |
| 477.959 VIRTUS KAR SMALL-CAP GROWTH I | 2022-08-31 | 2025-02-19 | $15,429 | $16,525 | -$1,096 | -$1,096 | |
| 55.791 WILMINGTON LARGE-CAP STRATEGY FUND-I | 2024-12-11 | 2025-02-19 | $1,860 | $1,847 | $13 | $13 | |
| 895.645 WILMINGTON LARGE-CAP STRATEGY FUND-I | 2016-02-03 | 2025-02-19 | $29,852 | $16,020 | $13,832 | $13,832 | |
| 59.781 WILMINGTON REAL ASSET FUND-I | 2015-01-26 | 2025-02-19 | $874 | $898 | -$24 | -$24 | |
| 457.736 WILMINGTON INTERNATIONAL FUND-I | 2021-12-10 | 2025-02-19 | $4,408 | $4,224 | $184 | $184 | |
| 16. JOHNSON CONTROLS INTERNATIONAL PLC | 2022-03-17 | 2025-02-19 | $1,434 | $1,030 | $404 | $404 | |
| CAPITAL GAIN DIVIDENDS | $9,250 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,250 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,250 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,250 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,250 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,250 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,250 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,250 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,250 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,250 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,250 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,250 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,250 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,250 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,250 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,250 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,250 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,250 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,250 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,250 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,250 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,250 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,250 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,250 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,250 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,250 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,250 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,250 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,250 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,250 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,250 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,250 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,250 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,250 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,250 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,250 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,250 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,250 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,250 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,250 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,250 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,250 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,250 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,250 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,250 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,250 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,250 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,250 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $266,254 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,915 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,915 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,915 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $520 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $3,395 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $3,915 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | M & T BANK | BusinessNameLine1Txt |
| Business Name Line2 | DIANE RIMER | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7168486862 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1504 | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14240 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| MANUFACTURERS & TRADERS TRUST CO | ||||||
| PO BOX 1504 | BUFFALO | NY | 14240 | CO-TRUSTEE | 2 | $13,681 |
| ROBERT C BOHORAD | ||||||
| 3030 RIDGEVIEW DR | ORWIGSBURG | PA | 17961 | CO-TRUSTEE | 1 | $1,710 |
| JAMES C BOHORAD | ||||||
| 1313 OAK ROAD | POTTSVILLE | PA | 17901 | CO-TRUSTEE | 1 | $1,710 |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,186,539 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $34,478 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,221,017 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,221,017 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,315 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,202,702 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $60,135 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $60,135 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,915 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,915 | TotalTaxAmt |
| Distributable Before Adj | $56,220 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $2,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $58,220 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $58,220 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $57,350 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $57,350 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $58,220 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $55,103 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $57,350 | QualifyingDistributionsAmt |
| Applied To Year1 | $55,103 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,247 | 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 | $55,973 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (49 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| THE MAIN IDEA | ||||||||
| 180 E PROSPECT AVE 178 | Mamaroneck | NY | 10543 | NONE | PC | GENERAL PURPOSE | $100 | |
| BRANDEIS UNIVERSITY | ||||||||
| OFFICE OF PLANNED GIVING | WALTHAM | MA | 02453 | NONE | PC | GENERAL PURPOSE | $200 | INSTITUTIONAL ADVANCEMENT |
| FORDHAM UNIVERSITY | ||||||||
| 113 W 60TH ST | NEW YORK | NY | 101330030 | NONE | PC | GENERAL PURPOSE | $1,000 | |
| POTTSVILLE FREE PUBLIC LIBRARY | ||||||||
| THIRD AND MARKET STREETS | POTTSVILLE | PA | 17901 | NONE | PC | GENERAL PURPOSE | $4,000 | |
| PHILLIPS ACADEMY | ||||||||
| 180 MAIN ST | ANDOVER | MA | 01810 | NONE | PC | GENERAL PURPOSE | $3,200 | |
| POTTSVILLE AREA SCHOOL | ||||||||
| 1501 WEST LAUREL BOULEVARD | POTTSVILLE | PA | 17901 | NONE | PC | GENERAL PURPOSE | $2,000 | DISTRICT |
| FRANKLIN & MARSHALL | ||||||||
| PO BOX 3003 | LANCASTER | PA | 176043003 | NONE | PC | GENERAL PURPOSE | $1,000 | COLLEGE |
| MERCERSBURG ACADEMY | ||||||||
| 300 E SEMINARY STREET | MERCERSBURG | PA | 172369989 | NONE | PC | GENERAL PURPOSE | $1,500 | |
| WIDENER UNIVERSITY | ||||||||
| 4601 CONCORD PIKE | WILMINGTON | DE | 19803 | NONE | PC | GENERAL PURPOSE | $2,000 | SCHOOL OF LAW |
| MAKE A WISH FOUNDATION | ||||||||
| 101 N CENTER STREET | POTTSVILLE | PA | 17901 | NONE | PC | GENERAL PURPOSE | $1,000 | OF NORTHEASTERN PA |
| EAGLE FOUNDATION FOR | ||||||||
| 675 RED DALE RD | ORWIGSBURG | PA | 17961 | NONE | PC | GENERAL PURPOSE | $1,300 | BLUE MOUNTAIN SCHOOL DIST |
| HEBREW UNIV OF JERUSALEM | ||||||||
| ONE BATTERY PARK PLAZA 25TH FL | NEW YORK | NY | 10004 | NONE | PC | GENERAL PURPOSE | $1,000 | |
| MEMORIAL SLOAN-KETTERING | ||||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | PC | GENERAL PURPOSE | $250 | CANCER CENTER |
| WYOMING SEMINARY | ||||||||
| 201 N SPRAGUE AVENUE | KINGSTON | PA | 187043593 | NONE | PC | GENERAL PURPOSE | $1,000 | |
| SALVATION ARMY-POTTSVILLE | ||||||||
| PO BOX 107 | POTTSVILLE | PA | 17901 | NONE | PC | GENERAL PURPOSE | $500 | CHAPTER |
| ISLAMIC SOCIETY OF | ||||||||
| 1043 ENORWEGIAN STREET | POTTSVILLE | PA | 17901 | NONE | PC | GENERAL PURPOSE | $500 | SCHUYLKILL COUNTY |
| HILLSIDE SPCA INC | ||||||||
| PO BOX 233 | POTTSVILLE | PA | 17901 | NONE | PC | GENERAL PURPOSE | $1,500 | |
| SCHUYLKILL YMCA | ||||||||
| 520 NORTH CENTER ST | POTTSVILLE | PA | 17901 | NONE | PC | GENERAL PURPOSE | $1,000 | |
| DOC WAYNE ATHLETIC LEAGUE | ||||||||
| 545 BOYSTON ST | BOSTON | MA | 02116 | NONE | PC | GENERAL PURPOSE | $600 | C/O JUSTICE RESOURCE INSTITUTE |
| NATIONAL FOUNDATION FOR | ||||||||
| PO BOX 544 | AMBLER | PA | 190020544 | NONE | PC | GENERAL PURPOSE | $750 | CELIAC AWARENESS |
| NEW YORK UNIVERSITY | ||||||||
| P O BOX 837 | NEW YORK | NY | 100099984 | NONE | PC | GENERAL PURPOSE | $1,500 | |
| ST LUKES- ROOSEVELT HOSP CTR | ||||||||
| 1000 TENTH AVE | NEW YORK | NY | 10019 | NONE | PC | GENERAL PURPOSE | $250 | NEONATAL ICU |
| UNITED JEWISH COMMUNITIES | ||||||||
| 25 BROADWAY STE 1700 | NEW YORK | NY | 10004 | NONE | PC | GENERAL PURPOSE | $1,000 | |
| SCHUYKILL COUNTY COUNCIL | ||||||||
| 1440 MAHANTONGO ST | POTTSVILLE | PA | 17901 | NONE | PC | GENERAL PURPOSE | $1,000 | FOR THE ARTS |
| ST JOSEPH'S CENTER FOR SPECIAL | ||||||||
| 2075 W NORWEGIAN ST | POTTSVILLE | PA | 17901 | NONE | PC | GENERAL PURPOSE | $1,000 | LEARNING |
| AMERICAN CANCER SOCIETY | ||||||||
| 101 W FRACK STREET | FRACKVILLE | PA | 17931 | NONE | PC | GENERAL PURPOSE | $750 | |
| ST JOHN THE BAPTIST CHURCH | ||||||||
| 9TH MAHANTONGO STS | POTTSVILLE | PA | 17901 | NONE | PC | GENERAL PURPOSE | $2,400 | |
| FIRST CANDLE | ||||||||
| 1314 BEDFORD AVENUE | BALTIMORE | MD | 21208 | NONE | PC | GENERAL PURPOSE | $200 | |
| CRIMSON TIDE FOUNDATION | ||||||||
| PO BOX 62 | POTTSVILLE | PA | 17901 | NONE | PC | GENERAL PURPOSE | $1,500 | |
| ORWIGSBURG FREE PUBLIC LIBRARY | ||||||||
| 214 E INDEPENDENCE STREET | ORWIGSBURG | PA | 17961 | NONE | PC | GENERAL PURPOSE | $3,000 | |
| WALK-IN ART CENTER | ||||||||
| 100-110 COLUMBIA STREET | SCHUYLKILL HAVEN | PA | 17972 | NONE | PC | GENERAL PURPOSE | $1,000 | |
| ARTIS-NAPLES | ||||||||
| 5833 PELICAN BAY BLVD | NAPLES | FL | 341082740 | NONE | PC | GENERAL PURPOSE | $1,600 | |
| AVENUES | ||||||||
| 2 PARK STREET | POTTSVILLE | PA | 17901 | NONE | PC | GENERAL PURPOSE | $500 | |
| MAHANOY CITY PUBLIC LIBRARY | ||||||||
| 17 - 19 W MAHANOY AVE | MAHANOY CITY | PA | 17948 | NONE | PC | GENERAL PURPOSE | $1,500 | |
| HOSPICE OF CENTRAL PENNSYLVANIA | ||||||||
| 1320 LINGLESTOWN ROAD | HARRISBURG | PA | 17110 | NONE | PC | GENERAL PURPOSE | $100 | |
| RUTH STEINERT MEMORIAL SPCA | ||||||||
| 18 WERTZ DR | PINE GROVE | PA | 17963 | NONE | PC | GENERAL PURPOSE | $1,500 | |
| MAJESTIC THEATRE | ||||||||
| ONE S 2ND ST | POTTSVILLE | PA | 17901 | NONE | PC | GENERAL PURPOSE | $500 | |
| LADY EAGLES BASKETBALL CLUB INC | ||||||||
| 1076 W MARKET STREET | Schuylkill Haven | PA | 17972 | NONE | PC | GENERAL PURPOSE | $1,500 | |
| YESHIVA UNIVERSITY | ||||||||
| 500 WEST 185TH STREET | NEW YORK | NY | 10033 | NONE | PC | GENERAL PURPOSE | $400 | DEVELOPMENT OFFICE |
| MAHANOY CITY EMERGENCY MEDICAL INC | ||||||||
| 212 W CENTRE ST | MAHANOY CITY | PA | 17948 | NONE | PC | GENERAL PURPOSE | $200 | |
| SCHUYLKILL COUNTY HISTORICAL | ||||||||
| 305 N CENTRE ST | POTTSVILLE | PA | 17901 | NONE | PC | GENERAL PURPOSE | $750 | SOCIETY AND MUSEUM |
| DRY EYE FOUNDATION | ||||||||
| 26273 12 TREES LN NW SUITE M | Poulsbo | WA | 98370 | NONE | PC | GENERAL PURPOSE | $200 | |
| DEBRA OF AMERICA | ||||||||
| 75 BROAD STREET | NEW YORK | NY | 10004 | NONE | PC | GENERAL PURPOSE | $500 | |
| BEN D SPAGOLIO CHARITABLE TR | ||||||||
| 1530 HOWARD AVENUE | POTTSVILLE | PA | 17901 | NONE | PF | GENERAL PURPOSE | $3,000 | |
| UNIVERSITY OF PENNSYLVANIA | ||||||||
| 3451 WALNUT STREET | PHILADELPHIA | PA | 19104 | NONE | PC | GENERAL PURPOSE | $3,500 | |
| RED CREEK WILDLIFE CENTER | ||||||||
| 300 MOONHILL DRIVE | Schuylkill Haven | PA | 17972 | NONE | PC | GENERAL PURPOSE | $600 | |
| WILL & ANNA FOX FOUNDATION | ||||||||
| ONE NORWEGIAN PLAZA | POTTSVILLE | PA | 17901 | NONE | PF | GENERAL PURPOSE | $2,000 | |
| SCHUYLKILL CHAMBER FOUNDATION | ||||||||
| 1 PROGRESS ST SUITE 201 | Pottsville | PA | 17901 | NONE | PC | GENERAL PURPOSE | $500 | |
| CODE CREW | ||||||||
| 460 S HIGHLAND ST SUITE 901 | Memphis | TN | 38111 | NONE | PC | GENERAL PURPOSE | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $57,350 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,678 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31,312 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $266,254 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $299,248 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $299,248 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| WILL & ANNA FOX FOUNDATION | ||||||||||
| ONE NORWEGIAN PLAZA SUITE 200 | POTTSVILLE | PA | 17901 | 2025-02-27 | $2,000 | General Operating Expenses | None | 7/4/2025 | 2025-07-20 | No issues found |
| BEN D SPAGOLIO CHARITABLE TR | ||||||||||
| 1530 HOWARD AVENUE | POTTSVILLE | PA | 17901 | 2025-02-27 | $3,000 | General Operating Expenses | None | 7/4/2025 | 2025-07-20 | No issues found |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JPMORGAN MTG-BACKED SEC FD CL | $49,920 | $50,172 |
| METWEST TOTAL RETURN BOND FD C | $115,939 | $118,409 |
| WILMINGTON BROAD MARKET BOND F | $167,756 | $170,665 |
| AMERICAN BEACON SIM H/Y-INS | $36,437 | $37,021 |
| JP MORGAN CORE BOND CL SLCT |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (55 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMCAST CORP CL A | ||
| MERCK & CO | $648 | $1,937 |
| CISCO SYSTEMS | $732 | $2,244 |
| MICROSOFT CORP | $1,114 | $16,277 |
| JOHNSON & JOHNSON | ||
| AMAZON.COM INC | $586 | $11,463 |
| JPMORGAN CHASE & CO | $1,350 | $10,321 |
| APPLE INC | $999 | $17,654 |
| ORACLE CORP | $462 | $2,823 |
| ALPHABET INC CL C | $7,409 | $9,817 |
| COSTCO WHOLESALE | $2,490 | $7,340 |
| PEPSICO INC | $1,416 | $1,535 |
| CHEVRON CORP | $2,514 | $3,807 |
| EOG RESOURCES | $2,126 | $3,681 |
| BANK AMER CORP | $5,574 | $6,546 |
| BLACKROCK INC | $3,051 | $3,911 |
| SHERWIN WILLIAMS | $1,707 | $2,536 |
| AMERICAN TOWER CORP CL A | $2,618 | $2,262 |
| OMNICOM GROUP INC COM | ||
| DANAHER CORP | $4,424 | $3,740 |
| LOCKHEED MARTIN CORPORATION | $2,145 | $2,252 |
| AVALONBAY COMMUNITIES INC | $3,392 | $3,167 |
| AMERICAN ELECTRIC POWER CO INC | $2,014 | $2,227 |
| CMS ENERGY CORP | $2,122 | $2,411 |
| JOHNSON CONTROLS INTERNATIONAL | $1,996 | $2,655 |
| VERALTO CORPORATION | ||
| PFIZER INC | ||
| AIR PRODUCTS & CHEMICALS INC | $1,419 | $1,581 |
| MCDONALD'S CORPORATION | $1,535 | $1,850 |
| DEERE & CO COMMON | $3,920 | $4,327 |
| UNITED PARCEL SERVICE CL B | ||
| UNION PACIFIC CORP COM | $1,647 | $1,974 |
| PAYPAL HOLDINGS INC | ||
| ADOBE INC | $2,791 | $2,193 |
| CVS HEALTH CORPORATION | ||
| WALT DISNEY CO | $3,761 | $4,552 |
| TESLA INC. | $2,916 | $3,516 |
| TARGET CORP COM | $1,986 | $2,236 |
| ABBVIE INC | $2,389 | $3,344 |
| BOOKING HOLDINGS INC | $2,853 | $5,016 |
| ANALOG DEVICES INC | $2,570 | $3,451 |
| ELEVANCE HEALTH INC | ||
| MASTERCARD INC CL A | $4,500 | $6,339 |
| HOME DEPOT INC COM | $3,193 | $4,363 |
| META PLATFORMS, INC-A | $4,183 | $8,018 |
| BROADCOM INC | $3,373 | $7,578 |
| NVIDIA CORP COM | $4,938 | $14,616 |
| NVENT ELECTRIC PLC | $1,817 | $1,629 |
| ACCENTURE PLC- CL A | $2,333 | $2,091 |
| UBER TECHNOLOGIES INC | $2,655 | $2,508 |
| ABBOTT LABORATORIES | $3,406 | $3,588 |
| ELI LILLY & CO | $4,368 | $4,603 |
| MORGAN STANLEY GROUP INC | $3,073 | $2,928 |
| PROCTER & GAMBLE CO COM | $2,328 | $2,434 |
| UNITEDHEALTH GROUP INC | $2,521 | $2,375 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (21 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| WILMINGTON REAL ASSET FUND-I | AT COST | $37,774 | $36,425 |
| WILMINGTON LARGE-CAP STRATEGY | |||
| WCM FOCUSED INT'L GR FR CL INS | AT COST | $50,657 | $66,680 |
| ISHARES CORE MSCI EAFE ETF | |||
| ISHARES CORE MSCI EMERGING | AT COST | $10,981 | $12,505 |
| WILMINGTON INTERNATIONAL FUND- | AT COST | $51,212 | $54,540 |
| AMG RIVER RD SM-CAP VALUE FD C | AT COST | $12,417 | $12,558 |
| VIRTUS KAR SMALL-CAP GROWTH I | |||
| BAILLIE GIFFORD EMERG MKTS CL | AT COST | $23,942 | $22,844 |
| BLACKROCK EVENT DRIVEN EQ FD C | AT COST | $30,220 | $30,675 |
| WILMINGTON GLOBAL ALPHA EQUITI | AT COST | $29,196 | $30,755 |
| COLUMBIA OVERSEAS VALUE-I3 | AT COST | $59,578 | $66,237 |
| ISHARES MSCI USA QUALITY FACTO | AT COST | $53,546 | $52,474 |
| PZENA EMERG MKTS VALUE FD CL I | AT COST | $12,941 | $12,695 |
| FT BHVRL SM CAP GRW-R6 | AT COST | $14,789 | $13,672 |
| NYLI PINESTONE US EQUITY P | AT COST | $24,649 | $24,298 |
| T ROWE PRICE US EQUITY RESEARC | AT COST | $28,382 | $27,504 |
| T ROWE PRICE LG-CAP GR FD CL I | AT COST | $17,254 | $16,575 |
| ISHARES RUSSELL 1000 VALUE ETF | AT COST | $45,568 | $45,288 |
| ISHARES RUSSELL 1000 GROWTH ET | AT COST | $53,500 | $50,903 |
| ISHARES RUSSELL 2000 VALUE ETF | AT COST | $21,541 | $20,782 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| FEB 2025 TRANSACTION POSTED IN MAR 2025 | $243 |
| ADJUSTMENT TO INCOME | $1 |
| 2023 EXTENSION PAYMENT PAID IN 2024 | $50 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| FEB 2024 TRANSACTION POSTED IN MAR 2024 | $535 |
| ROUNDING ADJUSTMENT | $2 |
| RECOVERY OF PRIOR YEAR GRANTS | $2,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - PRINCIPAL | $507 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $394 | $394 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $106 | $106 | $0 |