FIRST FEDERAL CHARITABLE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- FIRST FEDERAL CHARITABLE FOUNDATION (EIN 06-1512796)
- Tax period
- 2023-10-01 to 2024-09-30
- Filed
- 2025-07-30
- IRS object ID
- 202512119349100501
- Schema version
- 2023v6.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-07-30T08:35:01-04:00 | ReturnTs |
| Tax Period End | 2024-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 832173725 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERIC J BLEILER CPA & CO LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 782 BUTLER DR W | AddressLine1Txt |
| City | SUGARLOAF | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 182493046 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061512796 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIRST FEDERAL CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FIRS | BusinessNameControlTxt |
| Phone | 5705012784 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 WEST BROAD STREET | AddressLine1Txt |
| City | HAZLETON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MEGAN KENNEDY | PersonNm |
| Person Title | EXEC DIR | PersonTitleTxt |
| Phone | 5705012784 | PhoneNum |
| Signature | 2024-07-21 | 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 | ERIC BLEILER | PreparerPersonNm |
| PTIN | P01298731 | PTIN |
| Phone | 5707887000 | PhoneNum |
| Preparation | 2025-07-21 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | 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 | $9,451,728 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $188,331 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $188,331 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $269,553 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,324,685 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $269,553 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $62 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $62 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $457,946 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $457,946 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $82,034 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $820 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $81,214 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $7,378 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $74 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $7,304 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,350 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $54 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,296 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $65,163 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $65,163 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $5,445 | TaxesRevAndExpnssAmt |
| Occupancy Rev And Expnss | $5,700 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $57 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $5,643 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $8,216 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $8,216 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,408 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $69 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,339 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $186,694 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $66,237 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $115,012 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $398,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $398,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $585,144 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $66,237 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $513,462 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$127,198 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $391,709 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $12,574 | CashBOYAmt |
| Cash EOY | $21,970 | CashEOYAmt |
| Cash EOYFMV | $21,970 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $272,458 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $114,269 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $114,269 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $19,771 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $13,146 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $13,146 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $5,667,684 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,545,523 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,223,881 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,954,782 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,105,509 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,078,462 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $6,818 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $6,818 | InvstLandAccumDepreciationAmt |
| Total Assets BOY | $7,927,269 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,800,417 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,451,728 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $11,626 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $11,972 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $11,626 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,972 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $7,915,643 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $7,788,445 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,915,643 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,788,445 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,927,269 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,800,417 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,915,643 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$127,198 | ExcessRevenueOverExpensesAmt |
| Subtotal | $7,788,445 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $7,788,445 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Sold | 2024-09-30 | SoldDt |
| Gross Sales Price | $3,239,989 | GrossSalesPriceAmt |
| Cost Or Other Basis | $3,055,132 | CostOrOtherBasisAmt |
| Gain Or Loss | $184,857 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $184,857 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $269,553 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,445 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,445 | SubtotalAmt |
| Tax Based On Investment Income | $5,445 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,013 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $17,013 | TotalPaymentsAndCreditsAmt |
| Overpayment | $11,568 | OverpaymentAmt |
| Applied To ES Tax | $11,568 | AppliedToESTaxAmt |
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 |
| 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 |
| Website Address | WWW.1STFEDERALCHARITABLE.ORG | WebsiteAddressTxt |
| Individual With Books | MEGAN KENNEDY | IndividualWithBooksNm |
| Phone | 5705012784 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 WEST BROAD STREET HAZL | AddressLine1Txt |
| City | HAZLETON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| THOMAS KENNEDY | ||||||||
| 8 WEST BROAD ST | HAZLETON | PA | 18201 | CHAIRMAN | 000.00 | $0 | $0 | $0 |
| ANTHONY CUSATIS | ||||||||
| 8 WEST BROAD ST | HAZLETON | PA | 18201 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| MEGAN KENNEDY | ||||||||
| 8 WEST BROAD ST | HAZLETON | PA | 18201 | EXEC DIR | 40.00 | $82,034 | $0 | $0 |
| PETER HAENTJENS | ||||||||
| 8 WEST BROAD ST | HAZLETO | PA | 18201 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| JOAN GOODMAN | ||||||||
| 8 WEST BROAD ST | HAZLETON | PA | 18201 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| JOSEPH USTYNOSKI | ||||||||
| 8 WEST BROAD ST | HAZLETON | PA | 18201 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUIST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 214 N TRYON STREET | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVEST MANAGEME | ServiceTypeTxt |
| Compensation | $65,163 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | TO MAKE GRANTS TO CHARITIES ORGANIZED TO BENEFIT THE COMMUNITIES LOCATED IN NORTHEASTERN AND CENTRAL PENNSYLVAN | Description1Txt |
| Expenses1 | $513,462 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,614,466 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $216,631 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,578 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,832,675 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $8,832,675 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $132,490 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,700,185 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $435,009 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $435,009 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,445 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,445 | TotalTaxAmt |
| Distributable Before Adj | $429,564 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $429,564 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $429,564 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $513,462 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $513,462 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $429,564 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $382,288 | UndistributedIncomePYAmt |
| Qualifying Distributions | $513,462 | QualifyingDistributionsAmt |
| Applied To Year1 | $382,288 | AppliedToYear1Amt |
| Applied To Current Year | $131,174 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $298,390 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MEGAN KENNEDY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 W BROAD STREET | AddressLine1Txt |
| City | HAZLETON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5705012784 | RecipientPhoneNum |
| Form And Info And Materials | THE FOUNDATION HAS DEVELOPED AN APPLICATION FROM AVAILABLE ON WEBSITE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPROXIMATELY TWO WEEKS PRIOR TO THE BOARD MEETING | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE SEVEN COUNTY BUSINESS AREA OF THE FORMER FIRST FEDERAL BANK | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SEE ATTACHED | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE ATTACHED | AddressLine1Txt |
| Address Line2 | SEE ATTACHED | AddressLine2Txt |
| City | SEE ATTACHED | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | SEE ATTACHED | GrantOrContributionPurposeTxt |
| Amt | $398,450 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $398,450 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $188,331 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $62 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $269,553 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $457,946 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $457,946 | 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 | ERIC J BLEILER, CPA & CO LLC | CategoryTxt |
| Amt | $5,350 | Amt |
| Net Investment Income | $54 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,296 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $2,105,509 | EOYBookValueAmt |
| EOYFMV | $2,078,462 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK W/ TRUIST | StockNm |
| EOY Book Value | $5,545,523 | EOYBookValueAmt |
| EOYFMV | $7,223,881 | EOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt |
|---|---|---|
| COMPUTER EQUIPMENT | $5,623 | $5,623 |
| COPIER | $1,195 | $1,195 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| INSURANCE | $1,927 | $19 | $1,908 |
| TELEPHONE | $175 | $2 | $173 |
| OFFICE EXPENSES | $1,853 | $19 | $1,834 |
| CONTRACT LABOR | $300 | $3 | $297 |
| WEBSITE | $1,460 | $15 | $1,445 |
| INTERNET ACCESS FEE | $719 | $7 | $712 |
| MISC | $764 | $1 | $763 |
| REPAIRS & MAINTENANE | $160 | $2 | $158 |
| POSTAGE | $50 | $1 | $49 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Revenue And Expenses Per Books | $62 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $62 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $65,163 | Amt |
| Net Investment Income | $65,163 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX ON FYE 9/30/24 INCOME | CategoryTxt |
| Amt | $5,445 | Amt |