BENCO FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- BENCO FAMILY FOUNDATION (EIN 13-7483658)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-07-26
- IRS object ID
- 201312079349100206
- Schema version
- 2012v2.1
- 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
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-07-26T15:07:33-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341912961 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHEN & COMPANY LTD | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | OFFICES LISTED AT | AddressLine1 |
| City | WWWCOHENCPACOM | City |
| State | OH | State |
| ZIP Code | 44115 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 137483658 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHEN FAMILY CHARITABLE TRUST | BusinessNameLine1 |
| Business Name Line2 | C/O RICHARD COHEN TRUSTEE | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | COHE | NameControl |
| Phone | 5708257781 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 295 CENTER POINTE BLVD | AddressLine1 |
| City | PITTSTON | City |
| State | PA | State |
| ZIP Code | 18640 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD COHEN | Name |
| Title | TRUSTEE | Title |
| Phone | 5708257781 | Phone |
| Date Signed | 2013-07-26 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DONNA M WEAVER | Name |
| PTIN | P00943402 | PTIN |
| Phone | 8002291099 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2755343 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 431341 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 60 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 60 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 23222 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 23222 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 7720 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 7720 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 7720 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 462343 | TotalRevenueAndExpenses |
| Total Net Investment Income | 31002 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Interest Rev And Expnss | 40 | InterestRevAndExpnss |
| Interest Net Invst Incm | 0 | InterestNetInvstIncm |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 806 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 791 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 846 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 791 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 137100 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 137100 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 137946 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 791 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 137100 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 324397 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 30211 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 128986 | CashBOY |
| Cash EOY | 218933 | CashEOY |
| Cash EOYFMV | 218933 | CashEOYFMV |
| Investments Corp Stock BOY | 1617460 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2115398 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 2115398 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 472456 | InvestmentsOtherBOY |
| Investments Other EOY | 421012 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 421012 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 2218902 | TotalAssetsBOY |
| Total Assets EOY | 2755343 | TotalAssetsEOY |
| Total Assets EOYFMV | 2755343 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 2218902 | RetainedEarningsBOY |
| Retained Earnings EOY | 2755343 | RetainedEarningsEOY |
| Total Net Assets BOY | 2218902 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2755343 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2218902 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2755343 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2218902 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 324397 | ExcessOfRevenueOverExpenses |
| Other Increases | 212044 | OtherIncreases |
| Subtotal | 2755343 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 2755343 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | CAPITAL GAINS DIVIDENDS | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Gross Sales Price | 7720 | GrossSalesPrice |
| Gain Or Loss | 7720 | GainOrLoss |
| Gains Minus Excess Or Losses | 7720 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 7720 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 103095 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2047934 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.050341 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 90325 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1877662 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.048105 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 97138 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1547722 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.062762 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 70925 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1515691 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.046794 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 72565 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1175825 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.061714 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.269716 | TotalDistributionRatio |
| Average Distribution Ratio | 0.053943 | AverageDistributionRatio |
| Net Noncharitable Assets | 2420011 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 130543 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 302 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 130845 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 137100 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 302 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 302 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 302 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1614 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1614 | TotalCreditsAndPayments |
| Overpayment | 1312 | Overpayment |
| Amount Credited To Next Year | 1312 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | PA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | RICHARD COHEN TRUSTEE | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 5708257781 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 295 CENTER POINTE BLVD | AddressLine1 |
| City | PITTSTON | City |
| State | PA | State |
| ZIP Code | 18640 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 2342901 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 113963 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2456864 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2456864 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 36853 | CashDeemedCharitable |
| Net Noncharitable Assets | 2420011 | NetNoncharitableAssets |
| Minimum Investment Return | 121001 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 121001 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 302 | TaxBasedOnInvestmentIncome |
| Total Tax | 302 | TotalTax |
| Distributable Amount Before Adj | 120699 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 120699 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 120699 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 137100 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 137100 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 302 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 136798 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 120699 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Prior Year1 | 2010 | PriorYear1 |
| Prior Year2 | 2009 | PriorYear2 |
| Prior Year3 | 2008 | PriorYear3 |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 15468 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year3 | 20026 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year1 | 1032 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 36526 | TotalExcessDistriCarryover |
| Qualifying Distributions | 137100 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 120699 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 16401 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 52927 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 15468 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 37459 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 20026 | ExcessFromYear3 |
| Excess From Year1 | 1032 | ExcessFromYear1 |
| Excess From Current Year | 16401 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (39 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ST NICHOLAS CAPITAL CAMPAIGN FUND | |||||||
| 24 MARYLAND AVENUE | PITTSBURGH | PA | 152092738 | NONE | EXEMPT | CHARITABLE | $100 |
| JUNIOR LEADERSHIP WILKES-BARRE | |||||||
| 1122 OAK STREET | WILKESBARRE | PA | 18640 | NONE | EXEMPT | CHARITABLE | $400 |
| JEWISH COMMUNITY CENTER | |||||||
| 5738 FORBES AVENUE | PITTSBURGH | PA | 15217 | NONE | EXEMPT | CHARITABLE | $2,850 |
| HAZON YESHAYA | |||||||
| 2001 E 7TH STREET | BROOKLYN | NY | 11223 | NONE | EXEMPT | CHARITABLE | $500 |
| LEUKEMIA AND LYMPHOMA SOCIETY | |||||||
| 1311 MAMARONECK AVENUE SUITE 310 | WHITE PLAINS | NY | 10605 | NONE | EXEMPT | CHARITABLE | $1,000 |
| BIG BROTHERSBIG SISTERS | |||||||
| 33 E NORTHAMPTON STREET | WILKESBARRE | PA | 18701 | NONE | EXEMPT | CHARITABLE | $125 |
| THE MASTERMAN FOUNDATION | |||||||
| 1699 SPRING GARDEN STREET | PHILADELPHIA | PA | 19130 | NONE | EXEMPT | CHARITABLE | $100 |
| JEWISH FEDERATION | |||||||
| 60 S RIVER STREET | WILKESBARRE | PA | 18701 | NONE | EXEMPT | CHARITABLE | $41,400 |
| WOUNDED WARRIOR PROJECT | |||||||
| 301 GRANT STREET STE 900 | PITTSBURGH | PA | 15219 | NONE | EXEMPT | CHARITABLE | $500 |
| GIFT OF LIFE FAMILY HOUSE | |||||||
| 401 CALLOWHILL STREET | PHILADELPHIA | PA | 19123 | NONE | EXEMPT | CHARITABLE | $500 |
| MOUNTAIN TOP HOSE CO | |||||||
| PO 163 | MOUNTAIN TOP | PA | 18707 | NONE | EXEMPT | CHARITABLE | $500 |
| MOUNTAIN TOP AMBULANCE | |||||||
| WOODLAWN AVE | MOUNTAIN TOP | PA | 18707 | NONE | EXEMPT | CHARITABLE | $500 |
| ST VINCENT DE PAUL SOUP KITCHEN | |||||||
| 39 EAST JACKSON STREET | WILKESBARRE | PA | 18701 | NONE | EXEMPT | CHARITABLE | $400 |
| UNITED HEBREW INSTITUTE | |||||||
| 1 INSTITUTE LANE | KINGSTON | PA | 18704 | NONE | EXEMPT | CHARITABLE | $500 |
| NORTH POCONO PUBLIC LIBRARY | |||||||
| 113 VAN BRUNT STREET | MOSCOW | PA | 18444 | NONE | EXEMPT | CHARITABLE | $1,000 |
| ST JUDE | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | EXEMPT | CHARITABLE | $600 |
| WILKES-BARRE YMCA CAPITAL CAMPAIGN | |||||||
| 40 W NORTHAMPTON ST | WILKESBARRE | PA | 18701 | NONE | EXEMPT | CHARITABLE | $5,000 |
| THE SWAIN SCHOOL | |||||||
| 1100 SOUTH 24TH STREET | ALLENTOWN | PA | 18103 | NONE | EXEMPT | CHARITABLE | $10,000 |
| SPCA OF LUZERNE COUNTY | |||||||
| 524 EAST MAIN STREET | WILKESBARRE | PA | 18702 | NONE | EXEMPT | CHARITABLE | $100 |
| JUNIOR ACHEIVEMENT OF NEPA | |||||||
| 1122 OAK STREET | PITTSTON | PA | 18640 | NONE | EXEMPT | CHARITABLE | $350 |
| LUZERNE COUNTY HEAD START | |||||||
| 23 BEEKMAN STREET PO BOX 540 | WILKESBARRE | PA | 18703 | NONE | EXEMPT | CHARITABLE | $1,500 |
| WYOMING SEMINARY PREP SCHOOL | |||||||
| 1560 WYOMING AVENUE | FORTY FORT | PA | 18704 | NONE | EXEMPT | CHARITABLE | $1,100 |
| MISERICORIA UNIVERSITY | |||||||
| 301 LAKE STREET | DALLAS | PA | 18612 | NONE | EXEMPT | CHARITABLE | $1,000 |
| VOLUNTEERS IN MEDICINE | |||||||
| 190 N PENNSYLVANIA AVE | WILKESBARRE | PA | 18701 | NONE | EXEMPT | CHARITABLE | $5,000 |
| CARING BRIDGE | |||||||
| PO BOX 6032 | ALBERT LEA | MN | 56007 | NONE | EXEMPT | CHARITABLE | $250 |
| LCCC FOUNDATION | |||||||
| 1005 N ABBE ROAD | ELYRIA | OH | 44035 | NONE | EXEMPT | CHARITABLE | $15,000 |
| KIRBY CENTER | |||||||
| 71 PUBLIC SQUARE | WILKESBARRE | PA | 18701 | NONE | EXEMPT | CHARITABLE | $10,000 |
| HABITAT 500- HABITAT FOR HUMANITY | |||||||
| 2401 LOWRY AVE NE 210 | MINNEAPOLIS | MN | 55418 | NONE | EXEMPT | CHARITABLE | $50 |
| SUSAN G KOMEN - 3 DAY FOR A CURE | |||||||
| 205 N MICHIGAN AVENUE SUITE 2630 | CHICAGO | IL | 60601 | NONE | EXEMPT | CHARITABLE | $500 |
| AMERICAN LUNG ASSOCIATION | |||||||
| 1301 PENNSYLVANIA AVE NW SUITE 800 | WASHINGTON | DC | 20004 | NONE | EXEMPT | CHARITABLE | $275 |
| ALEXIS DE TOCQUEVILLE SOCIETY | |||||||
| 909 GREEN STREET | HARRISBURG | PA | 17102 | NONE | EXEMPT | CHARITABLE | $33,000 |
| OCEAN BEACH FIRE DEPARTMENT | |||||||
| 40 KITTIWAKE AVENUE | LAVALLETTE | NJ | 08735 | NONE | EXEMPT | CHARITABLE | $1,000 |
| OCEAN BAY PARK FIRE DEPARTMENT | |||||||
| 41 BAYVIEW AVE | OCEAN BEACH | NY | 11770 | NONE | EXEMPT | CHARITABLE | $1,000 |
| MOZILLA FOUNDATION | |||||||
| 650 CASTRO STREET SUITE 300 | MOUNTAIN VIEW | CA | 94041 | NONE | EXEMPT | CHARITABLE | $100 |
| KINGS COLLEGE | |||||||
| 133 NORTH RIVER STREET | WILKESBARRE | PA | 18711 | NONE | EXEMPT | CHARITABLE | $25 |
| MARYWOOD UNIVERCITY | |||||||
| 2300 ADAMS AVE | SCRANTON | PA | 18509 | NONE | EXEMPT | CHARITABLE | $25 |
| WVIA | |||||||
| 100 WVIA WAY | PITTSTON | PA | 18640 | NONE | EXEMPT | CHARITABLE | $150 |
| SHADOWBOX LIVE | |||||||
| 503 FRONT STREET 260 | COLUMBUS | OH | 43215 | NONE | EXEMPT | CHARITABLE | $500 |
| SOUTHERN YORK COUNTY FOOD PANTRY | |||||||
| 315 N CONTSTITUTION AVE | NEW FREEDOM | PA | 17349 | NONE | EXEMPT | CHARITABLE | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 137100 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $60 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $23,222 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $7,720 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $31,002 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 31002 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (3 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType | Noncash Contribution TypeNoncashContributionType |
|---|---|---|---|---|---|---|---|---|
| 1 | LAWRENCE AND SALLY COHEN | 774 MILFORD DRIVE | KINGSTON | PA | 18704 | 116593 | X | |
| 2 | CHARLES F COHEN | 1495 SHELBOURNE COURT | ALLENTOWN | PA | 18104 | 182832 | X | |
| 3 | RICHARD S COHEN | 39 BRIANS PLACE | ALLENTOWN | PA | 18104 | 131916 | X |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 3 | ContributorNumberFromPartI |
| Noncash Property Description | 1 SHS BRK A | NoncashPropertyDescription |
| Fair Market Value | 131916 | FairMarketValue |
| Date Received | 2012-11-29 | DateReceived |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| SCOTTRADE INVESTMENT ACCOUNT | 1880967 | 1880967 |
| SEQUOIA FUND | 234431 | 234431 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | AMBIT BRIDGE LOAN FUND INTERNATIONAL INVESTMENT | CategoryOrItem |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMV |
| Book Value | 421012 | BookValue |
| EOYFMV | 421012 | EOYFMV |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN/LOSS ON INVESTMENT | Description |
| Amount | $212,044 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAXES | $791 | 791 | 0 |
| PA REGISTRATION | $15 | 0 | 0 |
Comments