HAWK FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HAWK FAMILY FOUNDATION (EIN 42-1719365)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-02-29
- IRS object ID
- 202440609349100204
- Schema version
- 2023v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-29T06:54:58-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232108173 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RKL LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3501 CONCORD ROAD STE 250 | AddressLine1Txt |
| City | YORK | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 421719365 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HAWK FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HAWK | BusinessNameControlTxt |
| Phone | 5703427487 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 KEYSTONE PARK | AddressLine1Txt |
| City | DUNMORE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18512 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID W HAWK | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5703427487 | PhoneNum |
| Signature | 2024-02-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | HAWK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DOUGLAS L BERMAN CPA | PreparerPersonNm |
| PTIN | P01269555 | PTIN |
| Phone | 7178433804 | PhoneNum |
| Preparation | 2024-02-20 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $24,960,930 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
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 | $34,472 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $34,472 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $435,495 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $435,495 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$8,712 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,980,013 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $461,255 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $469,967 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $40,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $40,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,500 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,750 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,750 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,785 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,393 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,393 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $107,739 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $107,739 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,988 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $3,235 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $239 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $1,775 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,775 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $190 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $190 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,909 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,032 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,877 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $172,125 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $112,914 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $56,220 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,142,160 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,142,160 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,314,285 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $112,914 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,198,380 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$853,030 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $357,053 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $626,872 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,329,348 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,329,348 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $109,575 | CorporateStockBOYAmt |
| Corporate Stock EOY | $115,382 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $473,935 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $21,766,034 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $20,204,960 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $23,157,230 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,194 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $777 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $656 | LandBOYAmt |
| Land EOY | $417 | LandEOYAmt |
| Land EOYFMV | $417 | LandEOYFMVAmt |
| Total Assets BOY | $22,503,137 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,650,107 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $24,960,930 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $23,720,886 | CapitalStockBOYAmt |
| Capital Stock EOY | $23,720,886 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$1,217,749 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$2,070,779 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $22,503,137 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $21,650,107 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $22,503,137 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $21,650,107 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $22,503,137 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$853,030 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $21,650,107 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $21,650,107 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $7,661,053 | $7,988,725 | -$327,672 | -$327,672 | |
| CAPITAL GAINS DIVIDENDS | $318,960 | $318,960 | $318,960 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$8,712 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,963 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,963 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,963 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,880 | 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 | $11,880 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,917 | OverpaymentAmt |
| Applied To ES Tax | $6,917 | 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 | DAVID W AND ANN M HAWK | IndividualWithBooksNm |
| Phone | 5703427487 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1705 MADISON AVENUE | AddressLine1Txt |
| City | DUNMORE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18509 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DAVID W HAWK | ||||||||
| 901 KEYSTONE PARK | DUNMORE | PA | 18512 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| ANN M HAWK | ||||||||
| 901 KEYSTONE PARK | DUNMORE | PA | 18512 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PERSHING ADVISOR SOLUTIONS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PERSHING PLAZA | AddressLine1Txt |
| City | JERSEY CITY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07399 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | MANAGEMENT FEES | ServiceTypeTxt |
| Compensation | $80,302 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $22,825,030 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $965,785 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $23,790,815 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $23,790,815 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $356,862 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $23,433,953 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,171,698 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,171,698 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,963 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,963 | TotalTaxAmt |
| Distributable Before Adj | $1,166,735 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,166,735 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,166,735 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,198,380 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,198,380 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,166,735 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $35,568 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,198,380 | QualifyingDistributionsAmt |
| Applied To Year1 | $35,568 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,162,812 | 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 | $3,923 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID W HAWK | ContributingManagerNm |
| Contributing Manager | ANN M HAWK | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (115 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALLIED SERVICES FOUNDATION | ||||||
| 100 ABINGTON EXECUTIVE PARK | CLARKS SUMMIT | PA | 18410 | PC | TEAM ALLIED SERVICES SPONSORSHIP | $15,000 |
| AMERICA250PA | ||||||
| 2300 ADAMS AVENUE | SCRANTON | PA | 18509 | PC | GRANTS | $10,000 |
| AMERICAN LEGION UNIT 221 AUXILARY | ||||||
| 90 VINE STREET | TAYLOR | PA | 18517 | PC | SPONSOR - NIGHT AT RACES | $50 |
| AMERICAN RED CROSS | ||||||
| 256 N SHERMAN STREET | WILKESBARRE | PA | 18702 | PC | EMERGENCY VEHICLE PAYMENT | $10,000 |
| AMERICAN RED CROSS | ||||||
| 256 N SHERMAN STREET | WILKESBARRE | PA | 18702 | PC | CHARITABLE DONATION | $4,000 |
| BIG BROTHER BIG SISTER OF NEPA | ||||||
| 190 S WELLES STREET SUITE 168-170 | FORTY FORT | PA | 18704 | PC | NEAP GIVES MATCH 2023 | $1,000 |
| BOY SCOUTS OF AMERICA - NEPA COUNCIL | ||||||
| 1 BOB MELLOW DRIVE | MOOSIC | PA | 18507 | PC | NEPA GIVE MATCH 2023 | $2,500 |
| BOYS AND GIRLS CLUB OF NE PA | ||||||
| 609 ASH STREET | SCRANTON | PA | 18510 | PC | PLEDGE COMMITMENT | $25,000 |
| BOYS AND GIRLS CLUB OF NEPA | ||||||
| 190 S WELLES STREET SUITE 168-170 | FORTY FORT | PA | 18704 | PC | NEAP GIVES MATCH 2023 | $2,500 |
| BREAD BASKET OF NEPA | ||||||
| 550 MADISON AVENUE | SCRANTON | PA | 18510 | PC | ANNUAL DONATION | $6,000 |
| BROADWAY THEATRE LEAGUE | ||||||
| 345 NORTH WASHINGTON AVENUE | SCRANTON | PA | 18503 | PC | 2023/2024 SEASON SPONSORSHIP | $1,200 |
| CANAAN CHRISTIAN ACADEMY | ||||||
| 30 HEMLOCK ROAD | LAKE ARIEL | PA | 18436 | PC | ANNUAL FUNDRAISER | $400 |
| CASA FOR LACKAWANNA | ||||||
| 846 JEFFERSON AVENUE | SCRANTON | PA | 18501 | PC | RED SHOE GALA - YELLOW BRICK SPONSOR | $2,500 |
| CASA OF LACKAWANNA COUNTY | ||||||
| 846 JEFFERSON AVENUE | SCRANTON | PA | 18501 | PC | NEAP GIVES MATCH 2023 | $3,000 |
| CASA OF LACKAWANNA COUNTY | ||||||
| 846 JEFFERSON AVENUE | SCRANTON | PA | 18501 | PC | XASA SUPPORT GRANT | $5,000 |
| CATHERINE MCCAULEY CENTER | ||||||
| 530 PITTSTON AVENUE | SCRANTON | PA | 18505 | PC | ANNUAL CONTRIBUTION | $5,000 |
| CHILDREN'S ADVOCACY CENTER | ||||||
| 1710 MULBERRY STREET | SCRANTON | PA | 18510 | PC | NEAP GIVES MATCH 2023 | $1,000 |
| CONCERN PROFESSIONAL SERVICES | ||||||
| 1 WEST MAIN STREET | FLEETWOOD | PA | 19522 | PC | YOUTH IN LACKAWANNA COUNTY | $10,000 |
| CRUSADE FOR FAMILY PRAYER | ||||||
| 518 WASHINGTON STREET | NORTH EASTON | MA | 02356 | PC | CHARITABLE PLEDGE | $50,000 |
| DEUTSCH INSTITUTE | ||||||
| 835 JEFFERSON AVENUE | SCRANTON | PA | 18510 | PC | NEAP GIVES MATCH 2022 | $25,000 |
| DEUTSCH INSTITUTE | ||||||
| 835 JEFFERSON AVENUE | SCRANTON | PA | 18510 | PC | NEPA GIVE MATCH 2023 | $950 |
| DGR SOCCER LEAGUE | ||||||
| PO BOX 88 | DUNMORE | PA | 18512 | PC | SPONSORSHIP | $350 |
| DISCOVERY ML PRESCHOOL | ||||||
| 1301 BEECH STREET | SCRANTON | PA | 18505 | PC | PROVIDENCE PROJECT | $10,000 |
| DRESS FOR SUCCESS LACKAWANNA | ||||||
| 300 LACKAWANNA AVENUE | SCRANTON | PA | 18503 | PC | NEAP GIVES MATCH 2023 | $1,000 |
| DRESS FOR SUCCESS LACKAWANNA | ||||||
| 300 LACKAWANNA AVENUE | SCRANTON | PA | 18503 | PC | WOMEN MAKING AN IMPACT SPONSORSHIP | $5,000 |
| DUNMORE BUSINESS ASSOCIATION | ||||||
| 201 S BLAKELY STREET | DUNMORE | PA | 18512 | PC | DUNMORE DISTRICT PLAN GRANT | $10,000 |
| DUNMORE LITTLE LEAGUE | ||||||
| 201 SOUTH BLAKEY STREET | DUNMORE | PA | 18512 | PC | 2023 SPONSORSHIP | $400 |
| DUNMORE MISSY LEAGUE | ||||||
| 201 S BLAKELY STREET | DUNMORE | PA | 18512 | PC | 2023 TEAM SPONSORSHIP | $350 |
| EVERHART MUSEUM | ||||||
| 1901 MULBERRY STREET | SCRANTON | PA | 18510 | PC | UNCORKED SPONSORSHIP | $10,000 |
| FAMILY TO FAMILY | ||||||
| 2300 ADAMS AVENUE | SCRANTON | PA | 18509 | PC | 2023 DONATION | $10,000 |
| FRIENDSHIP HOUSE | ||||||
| 1509 MAPLE STREET | SCRANTON | PA | 18505 | PC | DEPAUL SCHOOL | $25,000 |
| FRIENDS OF THE POOR | ||||||
| PO BOX 1481 | SCRANTON | PA | 18501 | PC | NEPA GIVE MATCH 2023 | $2,500 |
| FRIENDS OF THE POOR | ||||||
| PO BOX 1481 | SCRANTON | PA | 18501 | PC | CLOTHESLINE FOR MEN PROJECT | $10,000 |
| GARDEN OF CEDAR | ||||||
| 529 BOGART PLACE | SCRANTON | PA | 18503 | PC | GARDEN OF CEDAR | $5,000 |
| GEISINGER HEALTH FOUNDATION | ||||||
| 100 N ACADEMY AVENUE | DANVILLE | PA | 17822 | PC | QUARTERS FOR KIDS | $5,000 |
| GEISINGER HEALTH FOUNDATION | ||||||
| 100 N ACADEMY AVENUE | DANVILLE | PA | 17822 | PC | GCSCM HAWK FAMILY SCHOLARS | $50,000 |
| GREATER SCRANTON PENN STATE CHAPTER | ||||||
| PO BOX 77 | SCRANTON | PA | 18504 | PC | SPONSORSHIP | $1,000 |
| GREATER SCRANTON YMCA | ||||||
| 706 NORTH BLAKELY STREET | SCRANTON | PA | 18512 | PC | NEPA GIVE MATCH 2023 | $5,000 |
| GREATER SCRANTON YMCA | ||||||
| 706 N BLAKELY STREET | DUNMORE | PA | 18512 | PC | CAPITAL CAMPAIGN | $50,000 |
| HOPE FOR HAITI | ||||||
| 1021 5TH AVENUE NORTH | NAPLES | FL | 34102 | PC | ANNUAL CONTRIBUTION | $3,000 |
| HOWARD GARDNER ML CHARTER SCHOOL | ||||||
| 1615 E ELM STREET | SCRANTON | PA | 18505 | PC | NEPA GIVES MATCH | $40,000 |
| IVC OF NEPA | ||||||
| 800 LINDEN STREET | SCRANTON | PA | 18510 | PC | CHARITABLE DONATION | $25,000 |
| JUNIOR ACHIEVEMENT OF NEPA | ||||||
| 600 BALTIMORE DRIVE 2ND FLOOR | WILKESBARRE | PA | 18702 | PC | INSPIRE EVENT | $1,000 |
| KEYSTONE MISSION | ||||||
| PO BOX 470 | SCRANTON | PA | 18508 | PC | NEPA GIVE MATCH 2023 | $1,000 |
| KEYSTONE MISSION | ||||||
| PO BOX 470 | SCRANTON | PA | 18508 | PC | CHARITABLE DONATION | $50,000 |
| LACKAWANNA COLLEGE | ||||||
| 504 VINE STREET | SCRANTON | PA | 18509 | PC | CHARITABLE PLEDGE | $25,000 |
| LACKAWANNA PRO BONO | ||||||
| 233 PENN AVENUE | SCRANTON | PA | 18503 | PC | SPONSORSHIP FOR GALA | $1,300 |
| LACKAWANNA PRO BONO | ||||||
| 233 PENN AVENUE | SCRANTON | PA | 18503 | PC | GALA SPONSORSHIP | $1,200 |
| LEADERSHIP LACKAWANNA | ||||||
| 222 MULBERRY STREET | SCRANTON | PA | 18503 | PC | BRONZE SPONSORSHIP | $1,000 |
| LUZERNE COUNTY COMMUNITY COLLEGE | ||||||
| 521 TRAILBLAZER DRIVE | NANTICOKE | PA | 18634 | PC | ANNUAL DONATION | $500 |
| MAKE A WISH GREATER PA AND WV | ||||||
| 327 N WASHINGTON AVENUE | SCRANTON | PA | 18503 | PC | NEPA GIVE MATCH 2023 | $4,400 |
| MARLEY'S MISSION | ||||||
| PO BOX 505 | SCRANTON | PA | 18501 | PC | BLUE RIBBON GALA | $500 |
| MARYWOOD UNIVERSITY | ||||||
| 2300 ADAMS AVENUE | SCRANTON | PA | 18509 | PC | DESIGNATED FUNDING FOR EMPOWER | $50,000 |
| MEALS ON WHEELS | ||||||
| 541 WYOMING AVENUE | SCRANTON | PA | 18509 | PC | ANNUAL DONATION | $2,000 |
| MEMORIAL SLOAN KETTERING CANCER CENTER - CYCLE FOR SURVIVAL | ||||||
| PO BOX 27432 | NEW YORK | NY | 10087 | PC | TEAM SPONSOR | $5,000 |
| MID VALLEY GIRLS SOCCER BOOSTER CLUB | ||||||
| 603 MELISSA DRIVE | OLYPHANT | PA | 18447 | PC | COACHES VS. CANCER | $100 |
| MID-VALLEY SCHOOL DISTRICT | ||||||
| 52 UNDERWOOD ROAD | THROOP | PA | 18512 | PC | SCOREBOARD SPONSOR | $3,000 |
| MIRACLE 4 MANDY | ||||||
| 414 CHURCH STREET | NEW MILFORD | PA | 18834 | PC | ACE SPONSOR | $1,000 |
| MISERICORDIA UNIVERSITY | ||||||
| 301 LAKE STREET | DALLAS | PA | 18612 | PC | ANNUAL CONTRIBUTION | $500 |
| NATIVITYMIGUEL SCHOOL OF SCRANTON | ||||||
| 2300 ADAMS AVENUE | SCRANTON | PA | 18509 | PC | DREAMMAKER SPONSORSHIP - TRIBUTE | $10,000 |
| NATIVITYMIGUEL SCHOOL OF SCRANTON | ||||||
| 2300 ADAMS AVENUE | SCRANTON | PA | 18509 | PC | NEAP GIVES MATCH 2023 | $3,225 |
| NATIVITYMIGUEL SCHOOL OF SCRANTON | ||||||
| 2300 ADAMS AVENUE | SCRANTON | PA | 18509 | PC | CHARITABLE DONATION | $30,000 |
| NATIVITYMIGUEL SCHOOL OF SCRANTON | ||||||
| 2300 ADAMS AVENUE | SCRANTON | PA | 18509 | PC | LIBRARY GRANT | $2,500 |
| NATURE CONSERVANCY | ||||||
| 4245 FAIRFAX DRIVE | ARLINGTON | VA | 22203 | PC | ANNUAL DONATION | $1,000 |
| NORTH POCONO DRY GOOD PANTRY | ||||||
| PO BOX 612 | MOSCOW | PA | 18444 | PC | GRANT - CHARITABLE | $2,000 |
| NORTH POCONO DRY GOOD PANTRY | ||||||
| PO BOX 612 | MOSCOW | PA | 18444 | PC | GRANT - CHARITABLE | $2,000 |
| NORTHEASTERN PA PHILHARMONIC | ||||||
| 195 HANOVER STREET | WILKESBARRE | PA | 18711 | PC | ANNUAL CONTRIBUTION | $1,000 |
| NORTHEASTERN PA PHILHARMONIC | ||||||
| 195 HANOVER STREET | WILKESBARRE | PA | 18711 | PC | YOUNG PEOPLE CONCERT/MASTERWORKS SPONSORSHIP | $10,000 |
| ORDER OF MALTA | ||||||
| 1011 FIRST AVENUE SUITE 1350 | NEW YORK | NY | 10022 | PC | 2023 PROJECT | $1,600 |
| ORDER OF MALTA | ||||||
| 1011 FIRST AVENUE SUITE 1350 | NEW YORK | NY | 10022 | PC | CAMPAIGN PLEDGE PAYMENT | $25,000 |
| ORDER OF MALTA SCRANTON | ||||||
| 1011 FIRST AVENUE SUITE 1350 | NEW YORK | NY | 10022 | PC | CAMPAIGN PLEDGE PAYMENT | $1,825 |
| OUTREACH | ||||||
| 413 N 7TH AVENUE | SCRANTON | PA | 18503 | PC | CHARITABLE DONATION | $28,500 |
| OUTREACH | ||||||
| 413 N 7TH AVENUE | SCRANTON | PA | 18503 | PC | NEPA GIVE MATCH 2023 | $5,000 |
| OUTREACH | ||||||
| 413 N 7TH AVENUE | SCRANTON | PA | 18503 | PC | CHARITABLE DONATION | $25,000 |
| PA COUNCIL ON FINANCIAL LITERACY | ||||||
| 849 TAME DEER DRIVE | WINFIELD | PA | 17889 | PC | DREAM, LEARN, PITCH GRANT | $20,000 |
| PENN STATE SCRANTON | ||||||
| 120 RIDGE VIEW DRIVE | DUNMORE | PA | 18512 | PC | STUDENT HARDSHIP | $2,000 |
| RONALD MCDONALD HOUSE OF SCRANTON | ||||||
| 332 WHEELER AVENUE | SCRANTON | PA | 18510 | PC | NEAP GIVES MATCH 2023 | $2,500 |
| RONALD MCDONALD HOUSE OF SCRANTON | ||||||
| 332 WHEELER AVENUE | SCRANTON | PA | 18510 | PC | GRANTS | $25,000 |
| ROSEN METHOD FOUNDATION | ||||||
| 1966 TICE VALLEY BLVD | WALNUT CREEK | CA | 94595 | PC | PLEDGE CONTRIBUTION | $6,000 |
| SAINT FRANCIS OF ASSISI KITCHEN | ||||||
| 500 PENN AVENUE | SCRANTON | PA | 18509 | PC | EMBROIDERY ON FLEECE BLANKETS | $2,520 |
| SAINT FRANCIS OF ASSISI KITCHEN | ||||||
| 500 PENN AVENUE | SCRANTON | PA | 18509 | PC | PRODUCE GRANT | $5,000 |
| SAINT FRANCIS OF ASSISI KITCHEN | ||||||
| 500 PENN AVENUE | SCRANTON | PA | 18509 | PC | FLEECE DONATION | $3,240 |
| SAINT FRANCIS OF ASSISI KITCHEN | ||||||
| 500 PENN AVENUE | SCRANTON | PA | 18509 | PC | PRODUCE GRANT | $5,000 |
| SAINT FRANCIS OF ASSISI KITCHEN | ||||||
| 500 PENN AVENUE | SCRANTON | PA | 18509 | PC | ANNUAL TOILETRIES GRANT | $10,000 |
| SAINT FRANCIS OF ASSISI KITCHEN | ||||||
| 500 PENN AVENUE | SCRANTON | PA | 18509 | PC | PRODUCE GRANT | $5,000 |
| SAINT FRANCIS OF ASSISI KITCHEN | ||||||
| 500 PENN AVENUE | SCRANTON | PA | 18509 | PC | ANNUAL CONTRIBUTION | $2,000 |
| SAINT FRANCIS OF ASSISI KITCHEN | ||||||
| 500 PENN AVENUE | SCRANTON | PA | 18509 | PC | PRODUCE GRANT | $5,000 |
| SCRANTON AREA FOUNDATION | ||||||
| 615 JEFFERSON AVENUE | SCRANTON | PA | 18510 | PC | NEPA LEARNING CONFERENCE | $1,000 |
| SCRANTON AREA FOUNDATION | ||||||
| 615 JEFFERSON AVENUE | SCRANTON | PA | 18510 | PC | SUSAN BURKE FOUNDATION | $500 |
| SCRANTON AREA FOUNDATION | ||||||
| 615 JEFFERSON AVENUE | SCRANTON | PA | 18510 | PC | NEPA GIVES SUPPORT FOR SAR | $2,000 |
| SCRANTON BPW | ||||||
| 714 THROOP STREET | DUNMORE | PA | 18612 | PC | SPONSOR / ANNIVERSARY GALA | $300 |
| SCRANTON COUNSELING CENTER | ||||||
| 329 CHERRY STREET | SCRANTON | PA | 18505 | PC | CAPITAL CAMPAIGN | $50,000 |
| SCRANTON COUNSELING CENTER | ||||||
| 329 CHERRY STREET | SCRANTON | PA | 18505 | PC | KATIE'S PLACE CLUBHOUSE | $12,500 |
| SCRANTON JAZZ FESTIVAL | ||||||
| 621 COLLEGE AVENUE | SCRANTON | PA | 18510 | PC | RISING JAZZ STAR SPONSORSHIP | $500 |
| SCRANTON PREPARATORY SCHOOL | ||||||
| 1000 WYOMING AVENUE | SCRANTON | PA | 18509 | PC | GRANTS | $10,000 |
| SCRANTON PRIMARY HEALTH CARE CENTER | ||||||
| 950 WYOMING AVENUE | SCRANTON | PA | 18509 | PC | ANNUAL DONATION | $25,000 |
| SCRANTON PRIMARY HEALTH CARE INC | ||||||
| 959 WYOMING AVENUE | SCRANTON | PA | 18509 | PC | CAPITAL RENOVATION PROJECT | $25,000 |
| SCRANTON PUBLIC THEATRE | ||||||
| PO BOX 1451 | SCRANTON | PA | 18501 | PC | SPONSORSHIP | $500 |
| SISTERS OF IHM | ||||||
| 2300ADAMS AVENUE | SCRANTON | PA | 18506 | PC | CAPITAL IMPROVEMENT | $10,000 |
| ST JOHN THE EVANGELIST RC CHURCH | ||||||
| 414 CHURCH STREET | HONESDALE | PA | 18431 | PC | FOOD PANTRY OUTREACH | $3,000 |
| THE ARC OF NEPA | ||||||
| 115 MEADOW AVENUE | SCRANTON | PA | 18505 | PC | NEAP GIVES MATCH 2023 | $1,000 |
| THE CENTURY CLUB OF SCRANTON | ||||||
| 612 JEFFERSON AVENUE | SCRANTON | PA | 18510 | PC | GENERAL DONATION | $2,500 |
| THE JUDE ZAYAC FOUNDATION | ||||||
| PO BOX 482 | DUNMORE | PA | 18512 | PC | SPONSOR FOR JOG FOR JUDE | $5,000 |
| THE KATIE FOUNDATION | ||||||
| PO BOX 3204 | SCRANTON | PA | 18505 | PC | ANNUAL SILVER SPONSORSHIP | $1,000 |
| UNICO NATIONAL SCRANTON CHAPTER | ||||||
| 1040 S WASHINGTON AVENUE | SCRANTON | PA | 18505 | PC | MINICOZZI RACE GRANTS | $500 |
| UNITED NEIGHBORHOOD CENTER | ||||||
| 425 ALDER STREET | SCRANTON | PA | 18505 | PC | CAMP KELLY GRANTS | $2,000 |
| UNITED WAY OF LACKAWANNA & WAYNE COUNTY | ||||||
| 815 JEFFERSON AVENUE | SCRANTON | PA | 18510 | PC | DOLLY PARTON IMAGINATION LIBRARY | $12,000 |
| UNITED WAY OF LACKAWANNA & WAYNE COUNTY | ||||||
| 815 JEFFERSON AVENUE | SCRANTON | PA | 18510 | PC | ANNUAL DONATION | $25,000 |
| VOLUNTEERS OF AMERICA PA | ||||||
| 25 N RIVER STREET | WILKESBARRE | PA | 18702 | PC | WALK FOR HOPE - 2023 | $1,000 |
| WILKES UNIVERSITY | ||||||
| 84 WEST SOUTH STREET | WILKESBARRE | PA | 18766 | PC | ANNUAL CONTRIBUTION | $500 |
| WOMEN IN AVIATION - NEPA CHAPTER | ||||||
| 2001 WYOMING AVENUE | KINGSTON | PA | 18704 | PC | ED. SPONSORSHIP - AVIATION DAY | $750 |
| WOMEN'S RESOURCE CENTER | ||||||
| PO BOX 975 | SCRANTON | PA | 18501 | PC | NEAP GIVES MATCH 2023 | $7,500 |
| WOMEN'S RESOURCE CENTER | ||||||
| PO BOX 975 | SCRANTON | PA | 18501 | PC | CAPITAL PAYMENT - DONATION | $50,000 |
| WOMEN'S RESOURCE CENTER | ||||||
| PO BOX 975 | SCRANTON | PA | 18501 | PC | CAPITAL PAYMENT | $50,000 |
| WVIA | ||||||
| 100 WVIA WAY | PITTSTON | PA | 18640 | PC | NEPA GIVE MATCH 2023 | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,142,160 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $34,472 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $435,495 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$8,712 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $461,255 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $461,255 | 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 | $4,785 | Amt |
| Net Investment Income | $2,393 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,393 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | COMPUTER EQUIPMENT | PropertyDesc |
| Acquired | 2020-10-10 | AcquiredDt |
| Cost Or Other Basis | $1,194 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $538 | PriorYearDepreciationAmt |
| Computation Method | SL | ComputationMethodTxt |
| Life | 5.000000000000 | LifeRt |
| Current Year Expense | $239 | CurrentYearExpenseAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | I&M WEALTH ADVISORS ACCOUNT # B37-491654 | StockNm |
| EOY Book Value | $115,382 | EOYBookValueAmt |
| EOYFMV | $473,935 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| I&M WEALTH ADVISORS ACCOUNT # B37-491654 | FMV | $2,538,687 | $3,159,719 |
| PERSHING ADVISOR SOLUTIONS LLC ACCOUNT #345113 | FMV | $17,666,273 | $19,997,511 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | COMPUTER EQUIPMENT | CategoryOrItemTxt |
| Cost Or Other Basis | $1,194 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $777 | AccumulatedDepreciationAmt |
| Book Value | $417 | BookValueAmt |
| EOYFMV | $417 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,500 | LegalFeesAmt |
| Net Investment Income | $1,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,750 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| WIRE FEE | $85 | $85 | $0 |
| PAYROLL - TRANSFER FEES | $600 | $0 | $600 |
| OFFICE EXPENSE | $5,331 | $0 | $5,331 |
| INSURANCE | $1,893 | $947 | $946 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES - PEOPLES | $22 | $22 | $0 |
| INVESTMENT - I & M WEALTH | $27,415 | $27,415 | $0 |
| INVESTMENT - LEGACY - PERSHING ADVISOR SOLUTIONS | $80,302 | $80,302 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $3,235 | $0 | $3,235 |
| EXCISE PAYMENTS | $2,753 | $0 | $0 |