BENCO FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- BENCO FAMILY FOUNDATION (EIN 13-7483658)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-13
- IRS object ID
- 202621339349103857
- Schema version
- 2025v4.1
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T14:38:35-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232535812 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SNYDER & CLEMENTE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 575 PIERCE STREET SUITE 400 | AddressLine1Txt |
| City | KINGSTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18704 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | 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 FOUNDATION | 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 CENTERPOINT 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 | 2026-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHEN CLEMENTE | PreparerPersonNm |
| PTIN | P00413637 | PTIN |
| Phone | 5702886464 | PhoneNum |
| Preparation | 2026-05-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $5,728,404 | 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 | $1,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $120,473 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $120,473 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $546,475 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $783,278 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $546,475 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $18,387 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $18,387 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $686,335 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $685,335 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $675 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,025 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $2,100 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $2,100 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $16,274 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $200 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $13,207 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,693 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,514 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $34,281 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,468 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,739 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $874,607 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $874,607 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $908,888 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,468 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $881,346 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$222,553 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $673,867 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $766,410 | CashBOYAmt |
| Other Nts And Loans Rcvbl | $504,651 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $504,651 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $504,651 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $2,538,340 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,659,345 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,659,345 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $761,647 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,560,238 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,560,238 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $81,101 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,170 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,170 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,147,498 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,728,404 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,728,404 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $12,029 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,029 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,147,498 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,716,375 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,147,498 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,716,375 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,147,498 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,728,404 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,147,498 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$222,553 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,791,430 | OtherIncreasesAmt |
| Subtotal | $5,716,375 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,716,375 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 429 SHS ALPHABET INC | P | 2018-10-18 | 2025-11-14 | $120,461 | $23,179 | $97,282 | $97,282 |
| 166 SHS AMAZON INC | P | 2014-05-28 | 2025-11-17 | $40,455 | $2,569 | $37,886 | $37,886 |
| 635 SHS VANGUARD S&P 500 INDEX ETF | P | 2016-08-26 | 2025-11-17 | $396,263 | $126,640 | $269,623 | $269,623 |
| 411 SHS VANGUARD TOTAL STOCK MARKET INDEX ETF | P | 2018-10-12 | 2025-11-17 | $135,827 | $57,542 | $78,285 | $78,285 |
| 1055 SHS WELLS FARGO INC. | P | 2020-09-15 | 2025-11-17 | $90,272 | $25,953 | $64,319 | $64,319 |
| CFM CUMULUS FUND LLC | P | 2025-01-02 | 2025-12-31 | $368 | -$368 | -$368 | |
| CFM CUMULUS FUND LLC | P | 2025-01-02 | 2025-12-31 | $552 | -$552 | -$552 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $546,475 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$368 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,367 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,367 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,367 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,600 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $11,600 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,233 | OverpaymentAmt |
| Applied To ES Tax | $2,233 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| 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 CENTERPOINT 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|
| CHARLES F COHEN | ||||||||
| 295 CENTERPOINT BLVD | PITTSTON | PA | 18640 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| LAWRENCE E COHEN | ||||||||
| 295 CENTERPOINT BLVD | PITTSTON | PA | 18640 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| RICHARD S COHEN | ||||||||
| 295 CENTERPOINT BLVD | PITTSTON | PA | 18640 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| SALLY COHEN | ||||||||
| 295 CENTERPOINT BLVD | PITTSTON | PA | 18640 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| SHEILA RIGGS | ||||||||
| 295 CENTERPOINT BLVD | PITTSTON | PA | 18640 | CHAIRMAN | 2.00 | $0 | $0 | $0 |
| GEORGE RABLE | ||||||||
| 295 CENTERPOINT BLVD | PITTSTON | PA | 18640 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| JOANNE STITZER | ||||||||
| 295 CENTERPOINT BLVD | PITTSTON | PA | 18640 | EXECUTIVE DIRECTOR | 2.00 | $0 | $0 | $0 |
| DR CYNTHIA FENG | ||||||||
| 295 CENTERPOINT BLVD | PITTSTON | PA | 18640 | SENIOR ADVISOR | 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 | $4,538,718 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $319,115 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $991,387 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,849,220 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,849,220 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $87,738 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,761,482 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $288,074 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $288,074 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,367 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,367 | TotalTaxAmt |
| Distributable Before Adj | $278,707 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $278,707 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $278,707 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $881,346 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $881,346 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $278,707 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $758 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $17,263 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $349,545 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $699,216 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $701,084 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,767,866 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $881,346 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $278,707 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $602,639 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,370,505 | 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 | $758 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,369,747 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $17,263 | ExcessFromYear4Amt |
| Excess From Year3 | $349,545 | ExcessFromYear3Amt |
| Excess From Year2 | $699,216 | ExcessFromYear2Amt |
| Excess From Year1 | $701,084 | ExcessFromYear1Amt |
| Excess From Current Year | $602,639 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (75 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALLIED SERVICES FOUNDATION | ||||||
| 100 ABINGTON EXECUTIVE PARK | CLARKS SUMMIT | PA | 18411 | PC | CHARITABLE | $1,000 |
| ACORN CLINIC | ||||||
| 23320 NORTH STATE ROAD | BROOKER | FL | 32622 | PC | CHARITABLE | $3,500 |
| ALS UNITED MID ATLANTIC | ||||||
| 1015 VIRGINIA DRIVE | FORT WASHINGTON | PA | 19034 | PC | CHARITABLE | $100 |
| ALZHEIMER'S ASSOCIATION | ||||||
| 225 N MICHIGAN AVE | CHICAGO | IL | 60601 | PC | CHARITABLE | $160 |
| AMERICA 250PA | ||||||
| 2 N MAIN STREET | PITTSTON | PA | 18640 | PC | CHARITABLE | $7,500 |
| AMERICAN ASSOCIATION FOR CANCER RESEARCH | ||||||
| 615 CHESTNUT STREET | PHILADELPHIA | PA | 19106 | PC | CHARITABLE | $100 |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION | ||||||
| 125 BROAD STREET | NEW YORK | NY | 10004 | PC | CHARITABLE | $100 |
| AMERICAN RED CROSS | ||||||
| 430 17TH STREET NW | WASHINGTON | DC | 20006 | PC | CHARITABLE | $5,875 |
| AMERICAN STROKE ASSOCIATION | ||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | PC | CHARITABLE | $100 |
| BACK MOUNTAIN RAILROAD CLUB | ||||||
| 1100 TWIN STACKS DR | DALLAS | PA | 18612 | PC | CHARITABLE | $53 |
| BIG BROTHERS BIG SISTERS OF NEPA | ||||||
| 190 WELLES ST | FORTY FORT | PA | 18704 | PC | CHARITABLE | $300 |
| BLUE CHIP FARM ANIMAL REFUGE | ||||||
| 974 LOCKVILLE RD | DALLAS | PA | 18612 | PC | CHARITABLE | $580 |
| CAMP FREEDOM | ||||||
| 284 NUMBER 7 RD | CARBONDALE | PA | 18407 | PC | CHARITABLE | $685 |
| CARING HEALTH CENTER INC | ||||||
| 1049 MAIN STREET | SPRINGFIELD | MA | 01103 | PC | CHARITABLE | $300 |
| CASA OF LUZERNE COUNTY | ||||||
| 667 NORTH RIVER STREET | PLAINS | PA | 18705 | PC | CHARITABLE | $5,000 |
| CASS COMMUNITY HEALTH FOUNDATION | ||||||
| 2316 E MEYER BLVD | KANSAS CITY | MO | 64132 | PC | CHARITABLE | $5,000 |
| CEOWEINBERG FOOD BANK | ||||||
| 165 AMBER LANE | WILKES BARRE | PA | 18702 | PC | CHARITABLE | $21,181 |
| CHICAGO INDEPENDENT RADIO PROJECT | ||||||
| 4045 N ROCKWELL ST | CHICAGO | IL | 60618 | PC | CHARITABLE | $240 |
| CHILDREN'S HOSPITAL OF PHILADELPHIA FOUNDATION | ||||||
| 3401 CIVIC CENTER BLVD | PHILADELPHIA | PA | 19104 | PC | CHARITABLE | $25 |
| DENTAL LIFELINE NETWORK | ||||||
| 1800 15TH STREET SUITE 100 | DENVER | CO | 80202 | PC | CHARITABLE | $60,000 |
| DINNER FOR KIDS | ||||||
| 84 S WYOMING AVE | EDWARDSVILLE | PA | 18704 | PC | CHARITABLE | $1,500 |
| DTA FOUNDATION | ||||||
| 4350 N FAIRFAX DRIVE SUITE 220 | ARLINGTON | VA | 22203 | PC | CHARITABLE | $10,000 |
| FRIENDS OF KEXP | ||||||
| 472 1ST AVENUE | SEATTLE | WA | 98109 | PC | CHARITABLE | $200 |
| GEISINGER HEALTH FOUNDATION | ||||||
| 100 N ACADEMY AVE | DANVILLE | PA | 17822 | PC | CHARITABLE | $60,000 |
| GIVE TO COLUMBIA INC | ||||||
| 485 RIDGEWOOD RD | KEY BISCAYNE | FL | 33149 | PC | CHARITABLE | $5,250 |
| GLOBAL SMILES FOUNDATION | ||||||
| 106 ACCESS RD 209 | NORWOOD | MA | 02062 | PC | CHARITABLE | $5,000 |
| HEALTY HEARTS AND PAWS PROJECT | ||||||
| 909 MARTIN LUTHER KING BLVD | WARREN | OH | 44485 | PC | CHARITABLE | $103 |
| HOLLY ACADEMY PTO | ||||||
| 820 ACADEMY RD | HOLLY | MI | 48442 | PC | CHARITABLE | $50 |
| HOSPITAL FOR SPECIAL SURGERIES | ||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | PC | CHARITABLE | $500 |
| HUMANE FORT WAYNE | ||||||
| 901 ST FRANCIS DRIVE | FORT WAYNE | IN | 46808 | PC | CHARITABLE | $100 |
| INTERNATIONAL LIFE FOUNDATION INC | ||||||
| 707 TENNESSEE AVE | ST CLOUD | FL | 34769 | PC | CHARITABLE | $7,875 |
| JACK OF HEARTS PA | ||||||
| 456 DEXTER AVE | SCRANTON | PA | 185049711 | PC | CHARITABLE | $200 |
| JEWISH COMMUNITY ALLIANCE | ||||||
| 613 S J STRAUSS LANE | KINGSTON | PA | 18704 | PC | CHARITABLE | $7,500 |
| JEWISH COMMUNITY CENTER OF WILKES BARRE | ||||||
| 60 S RIVER ST | WILKES BARRE | PA | 18702 | PC | CHARITABLE | $75,000 |
| JUNIOR LEAGUE OF PITTSBURGH | ||||||
| 100 FIFTH AVENUE SUITE 708 | PITTSBURGH | PA | 15222 | PC | CHARITABLE | $70 |
| KEEP A BREAST FOUNDATION | ||||||
| 7168 MOHAWK TRAIL | YUCCA VALLEY | CA | 922842633 | PC | CHARITABLE | $4,347 |
| LAST PRISONER PROJECT | ||||||
| 1312 17TH ST STE 640 | DENVER | CO | 802021508 | PC | CHARITABLE | $10,000 |
| LEADERSHIP LACKAWANNA | ||||||
| 222 MULBERRY ST | SCRANTON | PA | 18503 | PC | CHARITABLE | $132 |
| LUZERNE COUNTY HEAD START | ||||||
| 23 BEEKMAN STREET | WILKES BARRE | PA | 18702 | PC | CHARITABLE | $3,000 |
| MARYWOOD UNIVERSITY | ||||||
| 2300 ADAMS AVENUE | SCRANTON | PA | 18509 | PC | CHARITABLE | $125 |
| MISSIONARY SOCIETY OF ST COLUMBIAN | ||||||
| 816 MAGOFFIN AVE | EL PASO | TX | 79901 | PC | CHARITABLE | $7,875 |
| NATIONAL ALLIANCE ON MENTAL ILLNESS | ||||||
| 4301 WILSON BLVD | ARLINGTON | VA | 22203 | PC | CHARITABLE | $500 |
| NATIONAL ARBOR DAY FOUNDATION | ||||||
| 211 N 12TH STREET | LINCOLN | NE | 68508 | PC | CHARITABLE | $5,000 |
| NATIONAL LIBERTY MUSEUM | ||||||
| 321 CHESTNUT STREET | PHILADELPHIA | PA | 19106 | PC | CHARITABLE | $1,000 |
| NAW INSTITUTE FOR DISTRIBUTION EXCELLENCE | ||||||
| 1325 G ST NW SUITE 1000 | WASHINGTON | DC | 20005 | PC | CHARITABLE | $25,000 |
| NEPA PHILHARMONIC | ||||||
| 195 HANOVER ST | WILKES BARRE | PA | 18711 | PC | CHARITABLE | $5,000 |
| NEPA RACING INC | ||||||
| 3445 LAKESIDE DR | HARVEYS LAKE | PA | 18618 | PC | CHARITABLE | $250 |
| NORTHEAST OHIO MEDICAL UNIVERSITY FOUNDATION | ||||||
| 4209 STATE ROUTE 44 | ROOTSTOWN | OH | 44272 | PC | CHARITABLE | $3,000 |
| ORAL CANCER FOUNDATION | ||||||
| 2044 PLACITA DE QUEDO | SANTA FE | NM | 87505 | PC | CHARITABLE | $1,500 |
| PANCREATIC CANCER ACTION NETWORK | ||||||
| 2101 ROSECRANS AVE SUITE 3200 | SEGUNDO | CA | 90245 | PC | CHARITABLE | $100 |
| PHOENIX MARTIAL ARTS SOCIETY INC | ||||||
| 139 CRAIGS MEADOW ROAD | EAST STROUDSBURG | PA | 18301 | PC | CHARITABLE | $100 |
| POCONO WILDLIFE REHABILITATION & EDUCATION CENTER | ||||||
| 1161 CHERRY DRIVE | STROUDSBURG | PA | 18360 | PC | CHARITABLE | $26 |
| PSC PARTNERS SEEKING A CURE | ||||||
| 6900 E BELLEVIEW AVE STE 202 | GREENWOOD VILLAGE | CO | 80111 | PC | CHARITABLE | $1,000 |
| RANDOLPH COUNTY HOSPICE CENTER | ||||||
| 416 VISION DRIVE | ASHEBORO | NC | 27203 | PC | CHARITABLE | $100 |
| REECE'S RAINBOW | ||||||
| PO BOX 146 | COMBINED LOCKS | WI | 54113 | PC | CHARITABLE | $250 |
| SALVATION ARMY | ||||||
| 307 E 5TH STREET | PITTSBURG | KS | 66762 | PC | CHARITABLE | $100 |
| SCRANTON AREA COMMUNITY FOUNDATION | ||||||
| 612 JEFFERSON AVENUE | SCRANTON | PA | 18510 | PC | CHARITABLE | $120 |
| SPCA OF LUZERNE COUNTY | ||||||
| 524 E MAIN STREET | WILKES BARRE | PA | 18702 | PC | CHARITABLE | $185 |
| ST JUDE'S CHILDREN HOSPITAL | ||||||
| 501 ST JUDES PLACE | MEMPHIS | TN | 38105 | PC | CHARITABLE | $120 |
| STEP BY STEP FOUNDATION | ||||||
| 744 KIDDER ST | WILKES BARRE | PA | 18702 | PC | CHARITABLE | $1,122 |
| STREETSQUASH | ||||||
| 41 W 115TH ST | NEW YORK | NY | 10026 | PC | CHARITABLE | $1,000 |
| THE EVERHART MUSEUM | ||||||
| 1901 MULBERRY STREET | SCRANTON | PA | 18510 | PC | CHARITABLE | $26 |
| THE INTERNATIONAL 22Q112 FOUNDATION | ||||||
| 22 TANFORAN CT | MATAWAN | NJ | 077473521 | PC | CHARITABLE | $750 |
| THE PARKINSON'S FOUNDATION | ||||||
| 1350 BROADWAY SUITE 1530 | NEW YORK | NY | 10018 | PC | CHARITABLE | $100 |
| UNITED WAY OF WYOMING VALLEY | ||||||
| 100 N PENNSYLVANIA AVE 2ND FLOOR | WILKES BARRE | PA | 18701 | PC | CHARITABLE | $81,431 |
| USNA SOUTHEASTERN PA PARENTS ASSOCIATION | ||||||
| 121 BLAKE ROAD | ANNAPOLIS | MD | 21402 | PC | CHARITABLE | $1,500 |
| VISITING DENTAL HYGIENE INC | ||||||
| 4 KEITH WAY STE 3 | HINGHAM | MA | 02043 | PC | CHARITABLE | $5,000 |
| VOLUNTEERS OF AMERICA | ||||||
| 25 N RIVER STREET | WILKES BARRE | PA | 18702 | PC | CHARITABLE | $933 |
| WESTMORELAND FOOD BANK | ||||||
| 100 DEVONSHIRE DR | DELMONT | PA | 15626 | PC | CHARITABLE | $100 |
| WEST SUBURBAN HUMANE SOCIETY | ||||||
| 1901 ODGEN AVE | DOWNERS GROVE | IL | 60515 | PC | CHARITABLE | $350 |
| WILKES UNIVERSITY | ||||||
| 84 W SOUTH STREET | WILKES BARRE | PA | 18766 | PC | CHARITABLE$5,450 CASHDONATION OF 515 SHS ALPHABET STOCK, 534 SHS AMAZON STOCK, 945 SHS WELLS FARGO & CO STOCK, 125 SHS VANGUARD VALUE ETF. ALL SHARES VALUED ON STOCK MARKET EXCHANGEFAIR MARKET VALUE/BOOK VALUE: $399,333DATE OF GIFT: DECEMBER 24, 2025 | $404,783 |
| WOMEN'S RESOURCE CENTER | ||||||
| 360 EAST END CENTRE | WILKES BARRE | PA | 18702 | PC | CHARITABLE | $350 |
| WVIA | ||||||
| 100 WVIA WAY | PITTSTON | PA | 18640 | PC | CHARITABLE | $20,125 |
| WYOMING SEMINARY PREPARATORY SCHOOL | ||||||
| 201 N SPRAGUE AVE | KINGSTON | PA | 18704 | PC | CHARITABLE | $2,500 |
| WYOMING VALLLEY CHILDRENS ASSOCIATION | ||||||
| 1133 WYOMING AVE | FORTY FORT | PA | 18704 | PC | CHARITABLE | $560 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $874,607 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $120,473 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,387 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $546,475 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $685,335 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $685,335 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,700 | Amt |
| Net Investment Income | $675 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,025 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD SHORT TERM CORPORATE (VCSH)- 4700 SHARES | $374,731 | $374,731 |
| VANGUARD S&P 500 ETF (VOO)- 2,139 SHARES | $1,341,431 | $1,341,431 |
| VANGUARD SMALL CAP ETF (VBR)- 348 SHARES | $86,199 | $86,199 |
| VANGUARD MID CAP ETF (VO)- 720 SHARES | $208,958 | $208,958 |
| VANGUARD VALUE ETF (VTV)- 985 SHARES | $188,125 | $188,125 |
| VANGUARD SMALL CAP ETF (VB)- 348 SHARES | $89,767 | $89,767 |
| VANGUARD TOTAL STOCK MARKET ETF (VTI)- 3,528 SHARES | $1,182,833 | $1,182,833 |
| VANGUARD INTERMED TERM ETF (BIV)- 2,405 SHARES | $187,301 | $187,301 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PRIDEROCK | FMV | $136,086 | $136,086 |
| VERITION MULTI-STRATEGY | FMV | $667,218 | $667,218 |
| CFM CUMULUS FUND LLC | FMV | $256,934 | $256,934 |
| EAGLES VIEW OFFSHORE FUND | FMV | $500,000 | $500,000 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM INVESTMENT | Desc |
| BOY Book Value | $81,101 | BOYBookValueAmt |
| EOY Book Value | $4,170 | EOYBookValueAmt |
| EOYFMV | $4,170 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MISCELLANEOUS EXPENSES | $6,019 | $1,505 | $0 | $4,514 |
| INVESTMENT EXPENSES | $7,188 | $7,188 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INVESTMENT INCOME- PRMFOD | $9,952 | $9,952 | $0 |
| INVESTMENT INCOME- CFM CUMULUS FUND LLC | $8,435 | $8,435 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAINS ON INVESTMENTS | $1,462,284 |
| UNREALIZED GAIN ON DONATED STOCK | $329,146 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CASH OVERDRAFT | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $12,029 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PA TAX | $15 | $0 | $0 | $15 |
| FEDERAL TAXES | $16,074 | $0 | $0 | $0 |
| OTHER TAXES | $185 | $0 | $0 | $185 |
Comments