SORDONI FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SORDONI FAMILY FOUNDATION (EIN 46-0749551)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-09
- IRS object ID
- 202501299349102735
- Schema version
- 2024v5.1
- 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
- Compensation Explanation
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-09T14:49:30-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 460749551 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sordoni Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | SORD | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | jon sordoni | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2025-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,040,680 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $9,525 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,525 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $274,989 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $274,989 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $290,380 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,914,019 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $290,380 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $574,894 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $574,894 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $252 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $252 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $42,272 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $42,272 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $6,720 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $28,423 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $32 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $28,391 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $77,667 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $42,304 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $28,643 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $490,458 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $490,458 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $568,125 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $42,304 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $519,101 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,769 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $532,590 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $209,007 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $416,014 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $416,014 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $1,023 | AcctRcvblBOYAmt |
| US Government Obligations BOY | $2,161,675 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,709,875 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,657,165 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,594,716 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,847,301 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,967,501 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $6,966,421 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,973,190 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,040,680 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $6,966,421 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,973,190 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,966,421 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,973,190 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,966,421 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,973,190 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,966,421 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,769 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,973,190 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,973,190 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $1,914,019 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,623,639 | CostOrOtherBasisAmt |
| Gain Or Loss | $290,380 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $290,380 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $290,380 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,403 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,403 | SubtotalAmt |
| Tax Based On Investment Income | $7,403 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,800 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $4,800 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,603 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| Margaret S Morris | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Jonathan P Sordoni | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres, Sec | 1.0 | $0 | $0 | $0 |
| Matthew Sordoni | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Treas, Pres, Sec, VP | 1.0 | $0 | $0 | $0 |
| William E Sordoni | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Andrew J Sordoni III | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,527,296 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $262,015 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,789,311 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,789,311 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $176,840 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,612,471 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $580,624 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $580,624 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,403 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,403 | TotalTaxAmt |
| Distributable Before Adj | $573,221 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $573,221 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $573,221 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $519,101 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $519,101 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $573,221 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $493,014 | UndistributedIncomePYAmt |
| Qualifying Distributions | $519,101 | QualifyingDistributionsAmt |
| Applied To Year1 | $493,014 | AppliedToYear1Amt |
| Applied To Current Year | $26,087 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $547,134 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JON SORDONI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 owen street | AddressLine1Txt |
| City | forty fort | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18704 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5704669944 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD BE SUBMITTED IN THE FORM OF A LETTER AND SHOULD CONTAIN A SPECIFIC PROPOSAL | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATIONS ARE ACCEPTED AT ANY TIME | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE MADE TO PROMOTE CIVIC, CULTURAL, EDUCATIONAL, HEALTH CARE AND SOCIAL SERVICE PURPOSES, PRIMARILY TO ORGANIZATIONS LOCATED IN NORTHEASTERN PENNSYLVANIA. NO GRANTS OR SCHOLARSHIPS WILL BE MADE TO INDIVIDUALS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BACK MOUNTAIN REGIONAL FIRE AND EMS INC | |||||||
| PO BOX 176 | DALLAS | PA | 18612 | N/A | PC | General & Unrestricted | $1,000 |
| CANDYS PLACE | |||||||
| 190 WELLES ST STE 166 | FORTY FORT | PA | 18704 | N/A | PC | Sponsorship fund of our Fire and Ice Gala which raises funds to keep all of our cancer support services free to all cancer clients and their caregivers | $2,500 |
| CASA OF LUZERNE COUNTY | |||||||
| 667 S RIVER ST | PLAINS | PA | 18705 | N/A | PC | CASA General Fund | $10,000 |
| COMMONWEALTH FOUNDATION FOR PUBLIC POLICY ALTERNAT | |||||||
| 223 STATE ST | HARRISBURG | PA | 17101 | N/A | PC | General Support | $50,000 |
| FINE ARTS FIESTA | |||||||
| PO BOX 2053 | WILKES BARRE | PA | 18703 | N/A | PC | Arts education fund | $1,000 |
| FOOD DIGNITY PROJECT INC | |||||||
| 1600 WYOMING AVE | FORTY FORT | PA | 18704 | N/A | PC | The Food Dignity Project | $2,500 |
| FORTY FORT VOLUNTEER FIRE COMPANY | |||||||
| 1271 WYOMING AVE | FORTY FORT | PA | 18704 | N/A | PC | General & Unrestricted | $1,000 |
| GREATER WILKES BARRE GROWTH PARTNERSHIP | |||||||
| 7 SOUTH MAIN ST 3RD FLOOR 4 | WILKESBARRE | PA | 18701 | N/A | PC | General & Unrestricted | $25,000 |
| GREATER WYOMING VALLEY AREA YMCA | |||||||
| 40 W NORTHAMPTON ST | WILKES BARRE | PA | 18701 | N/A | PC | YMCA Child Care Program Expansion Scholarship Fund | $5,000 |
| HARVEYS LAKE FIRE & AMBULANCE ASSOCIATION | |||||||
| 1349 LAKESIDE DR | HARVEYS LAKE | PA | 18618 | N/A | PC | General & Unrestricted | $1,000 |
| HUNTERS SHARING THE HARVEST INC | |||||||
| 218 VERNON RD | GREENVILLE | PA | 16125 | N/A | PC | General & Unrestricted | $5,000 |
| KUNKLE FIRE COMPANY INC | |||||||
| 3943 SR 309 HWY | DALLAS | PA | 18612 | N/A | PC | General & Unrestricted | $1,000 |
| LACKAWANNA COLLEGE | |||||||
| 501 VINE ST | SCRANTON | PA | 18509 | N/A | PC | General & Unrestricted | $50,000 |
| LEADERSHIP LACKAWANNA | |||||||
| 222 MULBERRY ST | SCRANTON | PA | 18503 | N/A | PC | Operating Expenses | $1,000 |
| LEADERSHIP WILKES-BARRE | |||||||
| 4 PUBLIC SQ | WILKES BARRE | PA | 18701 | N/A | PC | LNE Scholarship fund and Program Development Fund | $2,500 |
| LUZERNE COUNTY CHILD ADVOCACY CENTER INC | |||||||
| 187 HANOVER ST | WILKES BARRE | PA | 18702 | N/A | PC | General & Unrestricted | $10,000 |
| LUZERNE COUNTY HISTORICAL SOCIETY | |||||||
| 49 S FRANKLIN ST | WILKES BARRE | PA | 18701 | N/A | PC | General & Unrestricted | $1,000 |
| MARYWOOD UNIVERSITY - SCHOLARSHIP | |||||||
| 2300 ADAMS AVE | SCRANTON | PA | 18509 | N/A | PC | General & Unrestricted | $165,000 |
| NORTH BRANCH LAND TRUST | |||||||
| 105 LT MICHAEL CLEARY DR | DALLAS | PA | 18612 | N/A | PC | Annual Dinner & Auction Fund | $5,000 |
| NORTH BRANCH LAND TRUST | |||||||
| 105 LT MICHAEL CLEARY DR | DALLAS | PA | 18612 | N/A | PC | General & Unrestricted | $5,000 |
| NORTHEASTERN PENNSYLVANIA CHAMBER MUSIC SOCIETY | |||||||
| PO BOX 126 | HARVEYS LAKE | PA | 18618 | N/A | PC | Young Apprentice Program | $2,000 |
| NORTHERN TIER INDUSTRY EDUCATION CONSORTIUM INC | |||||||
| PO BOX 505 | TUNKHANNOCK | PA | 18657 | N/A | PC | To Support Work-Based Learning Opportunities for Disadvantaged Students | $5,000 |
| PATRIOTS COVE INC | |||||||
| 4298 STATE RTE 29 S | NOXEN | PA | 18636 | N/A | PC | One of a kind underwater observation station Fund | $15,000 |
| PENNSYLVANIA HERITAGE FOUNDATION | |||||||
| 400 NORTH ST | HARRISBURG | PA | 17120 | N/A | PC | Eckley Miners Village | $5,000 |
| RUFFED GROUSE SOCIETY | |||||||
| 100 HIGH TOWER BLVD STE 101 | PITTSBURGH | PA | 15205 | N/A | PC | General & Unrestricted | $20,000 |
| THE CHILDRENS HOSPITAL OF PHILADELPHIA | |||||||
| 34TH ST CIVIC CENTER BLVD | PHILADELPHIA | PA | 19104 | N/A | PC | The NF Liquid Biopsy program at CHOP | $10,000 |
| THE INSTITUTE | |||||||
| 169 N PENNSYLVANIA AVE | WILKES BARRE | PA | 18701 | N/A | PC | General & Unrestricted | $25,000 |
| THE LUZERNE FOUNDATION | |||||||
| 34 S RIVER ST | WILKES BARRE | PA | 18702 | N/A | PC | To support the Harveys Lake Firework display | $500 |
| THE UNITED WAY OF LACKAWANNA AND WAYNE COUNTIES | |||||||
| 615 JEFFERSON AVE | SCRANTON | PA | 18510 | N/A | PC | United Way Community Impact Funding | $10,000 |
| TRUSTEES OF WILKES-BARRE & WYOMING VALLEY VETERANS | |||||||
| 1111 E END BLVD | PLAINS TWP | PA | 18702 | N/A | SO I | to support VAMC Patriot's Day Golf Tournament | $500 |
| UNITE THE WORLD | |||||||
| 334 JAMES ST | KINGSTON | PA | 18704 | N/A | PC | The A.R.K. Charity Project of Luzerne County | $1,000 |
| UNITED WAY OF WYOMING VALLEY | |||||||
| 100 N PENNSYLVANIA AVE 2ND | WILKESBARRE | PA | 18701 | N/A | PC | General & Unrestricted | $10,000 |
| WYOMING SEMINARY COLLEGE PREPARATORY SCHOOL | |||||||
| 201 N SPRAGUE AVE | KINGSTON | PA | 18704 | N/A | PC | General & Unrestricted | $41,958 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $490,458 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,525 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $274,989 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $290,380 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $574,894 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $574,894 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Bookkeeping | CategoryTxt |
| Amt | $252 | Amt |
| Disbursements Charitable Prps | $252 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (4 entries)
| Short ExplanationShortExplanationTxt |
|---|
| Margaret S Morris |
| * MARGARET S. MORRIS, DIRECTOR OF SORDONI FAMILY FOUNDATION (THE "FOUNDATION"), IS AN OWNER AT THE CONSTRUCTION SERVICES FIRM OF SORDONI CONSTRUCTION SERVICES, INC., A DISQUALIFIED PERSON WHICH PROVIDES ACCOUNTING SERVICES TO THE FOUNDATION. DURING THE TAXABLE YEAR ENDING DECEMBER 31, 2024, THE FOUNDATION PAID $252 FOR ACCOUNTING SERVICES RENDERED BY SUCH DISQUALIFIED PERSON AS REPORTED IN FORM 990-PF, PART I, LINE 16B. SUCH CONSTRUCTION SERVICES FIRM BILLED THE FOUNDATION AT OR BELOW THE RATE IT CHARGES ITS OTHER CLIENTS. |
| Jonathan P Sordoni |
| * JONATHAN P. SORDONI, PRESIDENT/DIRECTOR/SECRETARY OF SORDONI FAMILY FOUNDATION (THE"FOUNDATION"), IS AN OWNER AT THE CONSTRUCTION SERVICES FIRM OF SORDONI CONSTRUCTION SERVICES, INC., A DISQUALIFIED PERSON WHICH PROVIDES ACCOUNTING SERVICES TO THE FOUNDATION. DURING THE TAXABLE YEAR ENDING DECEMBER 31, 2024, THE FOUNDATION PAID $252 FOR ACCOUNTING SERVICES RENDERED BY SUCH DISQUALIFIED PERSON AS REPORTED IN FORM 990-PF, PART I, LINE 16B. SUCH CONSTRUCTION SERVICES FIRM BILLED THE FOUNDATION AT OR BELOW THE RATE IT CHARGES ITS OTHER CLIENTS. |
| Matthew Sordoni |
| * MATTHEW SORDONI, PRESIDENT/VICE PRESIDENT/DIRECTOR/SECRETARY/TREASURER OF SORDONI FAMILY FOUNDATION (THE "FOUNDATION"), IS AN OWNER AT THE CONSTRUCTION SERVICES FIRM OF SORDONI CONSTRUCTION SERVICES, INC., A DISQUALIFIED PERSON WHICH PROVIDES ACCOUNTING SERVICES TO THE FOUNDATION. DURING THE TAXABLE YEAR ENDING DECEMBER 31, 2024, THE FOUNDATION PAID $252 FOR ACCOUNTING SERVICES RENDERED BY SUCH DISQUALIFIED PERSON AS REPORTED IN FORM 990-PF, PART I, LINE 16B. SUCH CONSTRUCTION SERVICES FIRM BILLED THE FOUNDATION AT OR BELOW THE RATE IT CHARGES ITS OTHER CLIENTS. |
| William E Sordoni |
| * WILLIAM E. SORDONI, DIRECTOR OF SORDONI FAMILY FOUNDATION (THE "FOUNDATION"), IS AN OWNER AT THE CONSTRUCTION SERVICES FIRM OF SORDONI CONSTRUCTION SERVICES, INC., A DISQUALIFIED PERSON WHICH PROVIDES ACCOUNTING SERVICES TO THE FOUNDATION. DURING THE TAXABLE YEAR ENDING DECEMBER 31, 2024, THE FOUNDATION PAID $252 FOR ACCOUNTING SERVICES RENDERED BY SUCH DISQUALIFIED PERSON AS REPORTED IN FORM 990-PF, PART I, LINE 16B. SUCH CONSTRUCTION SERVICES FIRM BILLED THE FOUNDATION AT OR BELOW THE RATE IT CHARGES ITS OTHER CLIENTS. |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (78 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC | $10,022 | $21,146 |
| ACCENTURE PLC | $42,399 | $50,658 |
| AIRBNB | $48,544 | $52,564 |
| ALPHABET INC CL C | $33,086 | $228,528 |
| APPLE INC | $14,512 | $248,417 |
| APPLOVIN CORP | $44,579 | $41,450 |
| ARES MANAGEMENT CORPORATION | $47,574 | $56,473 |
| AUTODESK, INC | $14,869 | $141,874 |
| BANK OF AMERICA CORP | $32,909 | $54,938 |
| BERKSHIRE HATHAWAY INC. CLASS | $59,306 | $217,574 |
| BROADCOM INC | $6,917 | $230,449 |
| BUILDERS FIRST SOURCE INC | $31,899 | $26,728 |
| CARMAX INC | $67,303 | $86,829 |
| CHARLES RIV LABORATORIES INTL | $41,260 | $25,290 |
| CHARLES SCHWAB CORP | $85,700 | $164,080 |
| CHIPOTLE MEX GRILL | $39,366 | $40,039 |
| CINTAS CRP | $26,401 | $38,732 |
| CLEAN HARBORS, INC | $19,404 | $19,562 |
| CROWDSTRIKE HOLDINGS, INC | $53,792 | $119,414 |
| DOCUSIGN INC | $77,592 | $43,081 |
| DOLBY LABORATORIES | $12,487 | $27,569 |
| DOXIMITY ORD SHS CLASS A | $32,828 | $41,484 |
| E.L.F. BEAUTY, INC. | $47,782 | $36,033 |
| ESC GCI LIBERTY INC SR (ESCROW | ||
| EXPEDITORS INTL WASH INC | $20,329 | $60,924 |
| FASTENAL COMPANY | $33,098 | $112,899 |
| FREEPORT-MCMORAN COPPER & GOLD | $17,918 | $47,600 |
| GE VERNOVA | $55,773 | $175,649 |
| GENERAL ELECTRIC CO | $74,320 | $167,624 |
| GRAINGER W W INC | $53,312 | $61,135 |
| HOME DEPOT INC | $19,638 | $194,495 |
| HUBSPOT INC | $104,110 | $135,870 |
| IDEXX CORP | $32,228 | $27,287 |
| INSULET CORPORATION | $37,033 | $41,249 |
| IONIS PHARMACEUTICALS INC | $13,527 | $13,704 |
| JOHNSON & JOHNSON | $79,869 | $114,973 |
| JOHNSON CONTROLS INTERNATIONAL | $23,696 | $72,063 |
| JP MORGAN CHASE | $59,629 | $263,681 |
| L3HARRIS TECHNOLOGIES | $16,519 | $64,766 |
| LIBERTY MEDIA CORPORATION - SE | $281 | $4,286 |
| LIBERTY MEDIA CORPORATION - SE | $20,262 | $35,581 |
| META PLATFORMS INC | $89,082 | $179,752 |
| MICROSOFT CORP | $15,888 | $242,363 |
| MONGODB INC CL A | $37,209 | $22,117 |
| MSCI INC | $38,992 | $41,401 |
| O'REILLY AUTOMOTIVE INC | $21,682 | $148,225 |
| OLD DOMINION FREIGHT LINE | $54,674 | $46,570 |
| OMNICOM GROUP | $44,495 | $75,285 |
| PALANTIR TECHNOLOGIES INC | $12,782 | $12,857 |
| PARKER HANNIFIN CP | $71,489 | $157,099 |
| PAYLOCITY CORP | $14,718 | $17,753 |
| PINTEREST INC | $59,541 | $57,043 |
| PROGRESSIVE CORP OHIO | $27,963 | $272,197 |
| ROBINHOOD | $16,226 | $15,388 |
| SEAGATE TECHNOLOGY HOLDINGS PL | $6,673 | $18,298 |
| SERVICE NOW | $42,379 | $76,329 |
| SHOPIFY INC | $34,416 | $53,590 |
| SNOWFLAKE INC | $48,668 | $51,727 |
| STARBUCKS CORP COM | $32,204 | $29,109 |
| TE CONNECTIVITY LTD | $59,669 | $213,311 |
| TJX COMPANIES INC | $69,169 | $193,779 |
| TKO GROUP HOLDINGS, INC | $34,408 | $49,170 |
| TRACTOR SUPPLY CO COM | $38,456 | $38,999 |
| UNION PACIFIC | $29,457 | $71,833 |
| UNITEDHEALTH GROUP INC | $5,636 | $86,502 |
| US BANCORP | $28,491 | $51,656 |
| VANGUARD FTSE DEVELOPED MARKET | $47,430 | $57,384 |
| VANGUARD INTERNATIONAL EXPLORE | $389,999 | $395,065 |
| VANGUARD INTL GROWTH FD ADMIRA | $384,989 | $570,492 |
| VANGUARD INTL VALUE FUND | $385,024 | $421,493 |
| VANGUARD MID-CAP INDEX FD ADMI | $331,678 | $1,018,101 |
| VANGUARD SHORT-TERM CORPORATE | $250,028 | $241,339 |
| VANGUARD SMALL CAP INDEX FD AD | $359,729 | $1,026,855 |
| VERTEX PHARMCTLS INC | $67,623 | $152,623 |
| VERTIV CL A | $53,829 | $68,961 |
| WALT DISNEY HOLDINGS CO | $52,806 | $102,442 |
| WELLS FARGO & CO | $23,501 | $61,811 |
| WESTERN DIGITAL CORP | $14,225 | $21,884 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,582,751 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,538,679 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $127,124 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $118,486 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $28,306 | $28,306 | |
| Bank Charges | $32 | $32 | |
| Postage/Delivery Service | $85 | $85 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $42,272 | Amt |
| Net Investment Income | $42,272 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2024 | $4,800 |
| 990-PF Excise Tax for 2023 | $20 |
| 990-PF Extension for 2023 | $1,900 |