ROSS FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- ROSS FAMILY FOUNDATION (EIN 24-6017499)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-06
- IRS object ID
- 202601269349102400
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-06T14:12:20-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 246017499 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROSS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROSS | BusinessNameControlTxt |
| Phone | 2152473550 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 Summit Street | AddressLine1Txt |
| City | Philadelphia | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19118 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | James A Ross | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 5705874023 | PhoneNum |
| Signature | 2026-05-06 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,680,218 | 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 | $117,853 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $24,445 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $24,445 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $120,443 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $120,443 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $241,001 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $617,580 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $283,693 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $503,742 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $428,581 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $12,731 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,366 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,365 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,631 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,631 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,700 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $23,814 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $23,814 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $42,876 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $30,180 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,996 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $238,933 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $238,933 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $281,809 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $30,180 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $249,929 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $221,933 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $398,401 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,000 | CashBOYAmt |
| Cash EOY | $1 | CashEOYAmt |
| Cash EOYFMV | $1 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $554,469 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $888,617 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $888,617 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $48,815 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,492,699 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,436,298 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,791,600 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,105,983 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,324,916 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,680,218 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $4,500 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,500 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $4,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,500 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $650,838 | CapitalStockBOYAmt |
| Capital Stock EOY | $650,838 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,450,645 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,672,578 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,101,483 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,323,416 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,105,983 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,324,916 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,101,483 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $221,933 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,323,416 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,323,416 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 5,830.46 Virtus Emerg Mkt Oppty | P | 2015-02-12 | 2025-03-25 | $43,554 | $60,000 | -$16,446 | -$16,446 |
| 30 sh Comcast | D | 1999-11-15 | 2025-06-03 | $1,031 | $891 | $140 | $140 |
| 7,805 sh Blackrock Core Bond Fund | P | 2025-05-30 | 2025-06-17 | $838 | $838 | $838 | |
| 10,000 Western Asset High Inc Fd | P | 2008-01-10 | 2025-08-08 | $42,633 | $65,702 | -$23,069 | -$23,069 |
| 300 sh JP Morgan Chase | P | 2005-07-24 | 2025-08-08 | $86,583 | $12,083 | $74,500 | $74,500 |
| 5,830.46 Virtus Emerg Mkt Oppty | P | 2015-02-12 | 2025-03-24 | $49,691 | $50,760 | -$1,069 | -$1,069 |
| 1,364.78 sh Hartford Cap Apprec Fd | P | 2008-05-12 | 2025-08-08 | $60,979 | $60,605 | $374 | $374 |
| 500 sh Corning | P | 2012-05-19 | 2025-09-25 | $39,475 | $6,735 | $32,740 | $32,740 |
| 750 sh Knife River Corp | P | 2021-02-24 | 2025-09-05 | $53,899 | $26,520 | $27,379 | $27,379 |
| 100 sh Amgen | P | 1998-12-31 | 2025-12-03 | $34,610 | $455 | $34,155 | $34,155 |
| 400 sh Newmont Mining | P | 2019-01-22 | 2025-12-03 | $36,101 | $13,418 | $22,683 | $22,683 |
| 2000 sh Univest | D | 2013-02-11 | 2025-12-03 | $66,372 | $15,312 | $51,060 | $51,060 |
| 296 Newmont Mining | P | 2019-04-22 | 2025-09-25 | $24,759 | $9,929 | $14,830 | $14,830 |
| 1,000 Patient Op Tr Cl I | P | 2000-01-07 | 2025-10-24 | $52,920 | $11,477 | $41,443 | $41,443 |
| Capital Gains Dividends | P | $24,135 | $24,135 | $24,135 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $283,693 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,538 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,538 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,538 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,792 | 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 | $1,792 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $3,746 | TaxDueAmt |
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 | Daniel R ROSS | IndividualWithBooksNm |
| Phone | 2152473550 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 Summit Street | AddressLine1Txt |
| City | Philadelphia | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19118 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| James A Ross | ||||||||
| 100 Old Windmill Road | Waverly Township | PA | 184112322 | President | 4.00 | $12,731 | $0 | $0 |
| Daniel R Ross | ||||||||
| 1 Summit Street | Philadelphia | PA | 19118 | Secy-Treasurer | 2.00 | $4,631 | $0 | $0 |
| Holly R Ross | ||||||||
| 4 Hop Hollow | Simsbury | CT | 06070 | Asst.Sec-Treas. | 0.50 | $0 | $0 | $0 |
| Eric D Ross | ||||||||
| 5721 Big Canyon Drive | Ft Collins | CO | 80528 | Director | 0.10 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,351,318 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $623,538 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,974,856 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,974,856 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $89,623 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,885,233 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $294,262 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $294,262 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,538 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,538 | TotalTaxAmt |
| Distributable Before Adj | $288,724 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $288,724 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $288,724 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $249,929 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $249,929 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $288,724 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $96,981 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $249,929 | QualifyingDistributionsAmt |
| Applied To Year1 | $96,981 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $152,948 | 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 | $135,776 | 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 | James A Ross | ContributingManagerNm |
| Contributing Manager | Daniel R Ross | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | James A Ross | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 Old Windmill Road | AddressLine1Txt |
| City | Waverly Township | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 184112322 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5705874023 | RecipientPhoneNum |
| Form And Info And Materials | LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | MAINLY GREATER SCRANTON | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (109 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Abington Community Library | ||||||||
| 1200 West Grove Street | Clarks Summit | PA | 18411 | None | PC | For general purposes | $1,800 | |
| Allied Services Foundation | ||||||||
| 475 Morgan Highway PO Box 1103 | Scranton | PA | 18501 | None | PC | For general purposes | $1,500 | |
| American Museum of Natural History | ||||||||
| 200 Central Park West | New York | NY | 10024 | None | PC | For general purposes | $575 | |
| American Numismatic Society | ||||||||
| 818 N Cascade Avenue | Colorado Springs | CO | 80903 | None | PC | For general purposes | $350 | |
| American Red Cross | ||||||||
| 545 Jefferson Street | Scranton | PA | 18510 | None | PC | For general purposes | $2,000 | |
| Appalachian Trail Conservancy | ||||||||
| 799 Washington St | Harpers Ferry | WV | 25425 | None | PC | For general purposes | $250 | |
| Arcadia Chorale | ||||||||
| 102 Shady Lane Road 350 | Chinchilla | PA | 18410 | None | PC | For general purposes | $1,048 | |
| Archaeological Institute of America | ||||||||
| 656 Beacon Street 6th Floor | Boston | MA | 022152006 | None | PC | For general purposes | $300 | |
| Arden Theater | ||||||||
| 40 N 2nd St | Philadelphia | PA | 19106 | None | PC | For general purposes | $500 | |
| American Numismatic Association | ||||||||
| 75 Varick St 11th Flr | New York | NY | 10013 | None | PC | For general purposes | $500 | |
| ASCE Foundation | ||||||||
| 1801 Alexander Bell Dr | Reston | VA | 20191 | None | PC | For general purposes | $250 | |
| BBB Wise Giving Alliance | ||||||||
| 3033 Wilson Blvd Ste 600 | Arlington | VA | 22201 | None | PC | For general purposes | $150 | |
| Biblical Archaeology Society | ||||||||
| 4710 41st Street NW | Washington | DC | 20016 | None | PC | For general purposes | $150 | |
| Boy Scouts of America NE PA Council | ||||||||
| 615 Jefferson Avenue | Scranton | PA | 18510 | None | PC | For general purposesFor general purposes | $4,200 | |
| Bucknell University | ||||||||
| One Dent Drive | Lewisburg | PA | 17837 | None | PC | For general purposes | $500 | |
| Charity Watch | ||||||||
| PO Box 578460 | Chicago | IL | 60657 | None | PC | For general purposes | $250 | |
| Child Fund International | ||||||||
| 2821 Emerywood Parkway | Richmond | VA | 23294 | None | PC | For general purposes | $500 | |
| Circle in the Square Theatre | ||||||||
| 1633 W 50th St | New York | NY | 10019 | None | PC | For general purposes | $500 | |
| Clarks Summit Fire Company | ||||||||
| 321 Bedford St | Clarks Summit | PA | 18411 | None | PC | For general purposes | $500 | |
| Clintonville United Methodist Church | ||||||||
| Rte 1 PO Box 842 | Clintonville | NY | 12924 | none | PC | For general purposes | $3,500 | |
| Columbia University | ||||||||
| 417 Lewisson New York | New York | NY | 10027 | None | PC | For general purposes | $10,000 | |
| Connecticut Public Media | ||||||||
| 1049 Asylum Avenue | Hartford | CT | 06105 | None | PC | For general purposes | $180 | |
| Countryside Conservancy | ||||||||
| PO Box 55 | LaPlume | PA | 18444 | None | PC | For general purposes | $5,000 | |
| Dorflinger Suydam Wildlife Sanctuary | ||||||||
| PO Box 356 | White Mills | PA | 18473 | None | PC | For general purposes | $700 | |
| Covenant Presbyterian Church | ||||||||
| 550 Madison Avenue | Scranton | PA | 18510 | None | PC | For general purposes | $13,000 | |
| Dalton Community Library | ||||||||
| 113 East Main Street | Dalton | PA | 18414 | None | PC | For general purposes | $350 | |
| Day Nursery Association of Scranton | ||||||||
| 332 Jefferson Avenue | Scranton | PA | 18510 | None | PC | For general purposes | $900 | |
| Dickenson College | ||||||||
| 28 N College St | Carlisle | PA | 17013 | None | PC | For general purposes | $300 | |
| Doctors without Borders | ||||||||
| PO Box 5030 | Hagerstown | MD | 217415030 | None | PC | For general purposes | $550 | |
| Ensemble Arts | ||||||||
| 300 South Broad Street | Philadelphia | PA | 19102 | None | PC | For general purposes | $500 | |
| Equal Justice America | ||||||||
| 13540 E Boundary Rd 204B | Midlothian | VA | 23112 | None | PC | For general purposes | $200 | |
| Everhart Museum | ||||||||
| 1901 Mulberry Street | Scranton | PA | 18510 | None | PC | For general purposes | $5,000 | |
| Exponent Philanthropy | ||||||||
| 1720 N Street NW | Washington | DC | 20036 | None | PC | For general purposes | $850 | |
| Family Promise of Philadelphia | ||||||||
| 7047 Germantown Ave | Philadelphia | PA | 19119 | None | PC | For general purposes | $1,250 | |
| FINCA International | ||||||||
| 1101 14th Street NW 11th Floor | Washington | DC | 20005 | None | PC | For general purposes | $1,000 | |
| First United Methodust Church of Germantown | ||||||||
| 6001 Germantown Ave | Philadelphia | PA | 19144 | None | PC | For general purposes | $18,000 | |
| First United Methodust Church of Germantown | ||||||||
| 6001 Germantown Ave | Philadelphia | PA | 19144 | None | PC | Christmas and Easter offerings | $1,500 | |
| Friends of the Poor | ||||||||
| 148 Meridian Ave | scranton | PA | 18504 | None | PC | For general purposes | $2,000 | |
| Friendship House | ||||||||
| 1615 E Elm Street | Scranton | PA | 18505 | None | PC | For general purposes | $750 | |
| Geisinger Health System | ||||||||
| 100 N Academy Ave | Danville | PA | 17822 | None | PC | For general purposes | $1,500 | |
| Girl Scouts in Heart of PA | ||||||||
| 2200 Stafford Ave | Scranton | PA | 18505 | None | PC | For general purposes | $900 | |
| Greater Scranton YMCA | ||||||||
| 706 N Dunmore Street | Dunmore | PA | 18512 | None | PC | For general purposes | $2,500 | |
| Griffin Pond Animal Shelter | ||||||||
| 967 Griffin Pond Rd | South Abington Townshi | PA | 18411 | None | PC | For general purposes | $1,300 | |
| Iowa State University Foundation | ||||||||
| 2505 University Blvd | Ames | IA | 50010 | None | PC | Class of 1957 | $2,000 | |
| Jacobs Pillow Dance Festival | ||||||||
| 358 George Carter Road | Becket | MA | 01223 | None | PC | For general purposes | $1,000 | |
| Juvenile Law Center | ||||||||
| 1315 Walnut St 4 | Philadelphia | PA | 191074705 | None | PC | For general purposes | $100 | |
| Jewish Family Service of NE PA | ||||||||
| 615 Jefferson Ave 204 | Scranton | PA | 18510 | None | PC | For general purposes | $500 | |
| Jewish Federation of NE PA | ||||||||
| 601 Jefferson Avenue | Scranton | PA | 18510 | None | PC | For general purposes | $1,000 | |
| Johnson College | ||||||||
| 3427 N Main Avenue Scranton | Scranton | PA | 18508 | None | PC | For general purposes | $6,000 | |
| Keystone College | ||||||||
| PO Box 40 | LaPlume | PA | 18440 | None | PC | For general purposes | $10,000 | |
| Lacawac Foundation Sanctuary | ||||||||
| RD 1 PO Box 518 | Lake Ariel | PA | 18436 | None | PC | For general purposes | $500 | |
| Lackawanna College | ||||||||
| 501 Vine Street | Scranton | PA | 18509 | None | PC | For general purposes | $1,000 | |
| Lackawanna Historical Society | ||||||||
| 232 Monroe Ave | Scranton | PA | 18510 | None | PC | For general purposes | $1,000 | |
| Lackawanna River Corridor Assn | ||||||||
| 2043 N Main Ave | Scranton | PA | 18508 | None | PC | For general purposes | $1,000 | |
| Lantern Theatre | ||||||||
| 923 Ludlow St | Philadelphia | PA | 19107 | None | PC | For general purposes | $1,000 | |
| Marywood University | ||||||||
| 2300 Adams Avenue | Scranton | PA | 18509 | None | PC | For general purposes | $3,500 | |
| Massachusetts Institute of Technology | ||||||||
| 77 Massachusetts Ave | Cambridge | MA | 02139 | None | PC | Adrian E. Ross Class of 1934 Scholarship Fd | $6,000 | |
| Meals on Wheels of NE PA | ||||||||
| 541 Wyoming Ave | Scranton | PA | 18509 | None | PC | For general purposes | $1,400 | |
| Metropolitan Museum of Art | ||||||||
| 1000 5th Ave | New York | NY | 10028 | None | PC | For general purposes | $600 | |
| Metropolitan Opera Guild | ||||||||
| 70 Lincoln Center Plz Ste 1 | New York | NY | 10023 | None | PC | For general purposes | $600 | |
| Museum of Modern Art | ||||||||
| 11 W 53rd St | New York | NY | 10019 | None | PC | For general purposes | $600 | |
| National Aububon Society | ||||||||
| 225 Varick St | New York | NY | 10014 | None | PC | For general purposes | $250 | |
| National Parks Conservation Ass'n | ||||||||
| 1500 K Street NW Suite 700 | Washington | DC | 20005 | None | PC | For general purposes | $180 | |
| National Trust for Historic Preservation | ||||||||
| PO Box 5043 | Hagerstown | MD | 217419823 | None | PC | For general purposes | $250 | |
| National Wildlife Federation | ||||||||
| 11100 Wildlife CenterDrive | Reston | VA | 20190 | None | PC | For general purposes | $250 | |
| Nature Conservancy | ||||||||
| 1218 Chestnut Street Suite 807 | Philadelphia | PA | 19107 | None | PC | For general purposes | $1,000 | |
| NE Regional Cancer Institute | ||||||||
| 312 Adams Ave | Scranton | PA | 18503 | None | PC | For general purposes | $1,000 | |
| New York Philharmonic | ||||||||
| 10 Lincoln Center | New York | NY | 100236970 | None | PC | For general purposes | $250 | |
| Northwest Village Network | ||||||||
| POBox 4330 8227 Germantown Ave | Philadelphia | PA | 18118 | None | PC | For general purposes | $250 | |
| Opera Philadelphia | ||||||||
| 1420 Locust St Ste 210 | Philadelphia | PA | 19102 | None | PC | For general purposes | $500 | |
| Outreach Center for Community Resources | ||||||||
| 431 N 17th Street | Scranton | PA | 18503 | None | PC | For general purposes | $3,250 | |
| PEEC Pocono Environmental Educ Center | ||||||||
| 538 Emery Rd | Dingmans Ferry | PA | 18328 | None | PC | For general purposes | $500 | |
| Philadelphia Ballet | ||||||||
| 100 South Broad St Suite 2226 | Philadelphia | PA | 19110 | None | PC | For general purposes | $500 | |
| Philadelphia Orchestra | ||||||||
| 1 South Broad St | Philadelphia | PA | 19107 | None | PC | For general purposes | $500 | |
| Philharmonic Society of NE PA | ||||||||
| 195 Hanover St | Wilkes Barre | PA | 18702 | None | PC | $5,000 for general purposes; $5,000 for Young Peoples Concerts | $10,000 | |
| Pierpont Morgan Library | ||||||||
| 225 Madison Ave | New York | NY | 10016 | None | PC | For general purposes | $250 | |
| Planned Parenthood | ||||||||
| PO Box 97166 | Washington | DC | 20090 | None | PC | For general purposes | $500 | |
| Planned Parenthood of Northeast PA | ||||||||
| 48 S 4th St | Reading | PA | 19602 | None | PC | For general purposes | $6,500 | |
| Public Interest Law Center | ||||||||
| 1500 JFK Blvd Ste 802 | Philadelphia | PA | 19102 | None | PC | For general purposes | $200 | |
| Rails to Trail Council of NE PA | ||||||||
| 948 N Main St | Union Dale | PA | 18470 | None | PC | For general purposes | $500 | |
| Salvation Army | ||||||||
| 500 S Washington Avenue | Scranton | PA | 18505 | None | PC | For general purposes | $2,000 | |
| Saratoga Performing Arts Center | ||||||||
| 108 Avenue Of The Pines | Saratoga Springs | NY | 12866 | None | PC | For general purposes | $250 | |
| Scranton Area Foundation | ||||||||
| 615 Jefferson Ave Ste 102 | Scranton | PA | 18510 | None | PC | For general purposes | $1,800 | |
| Scranton Cultural Center | ||||||||
| 420 N Washington Ave | Scranton | PA | 18503 | None | PC | For general purposes | $1,800 | |
| Smith Memorial Playground | ||||||||
| 3500 Reservoir Dr | Philadelphia | PA | 19121 | None | PC | For general purposes | $1,000 | |
| Smithsonian Institution Friends of | ||||||||
| PO Box 37012 MRC 712 | Washington | DC | 200137012 | None | PC | For general purposes | $500 | |
| Spoleto Festival | ||||||||
| PO Box 157 | Charleston | SC | 29402 | None | PC | For general purposes | $300 | |
| Tanglewood Friends of Music | ||||||||
| 301 Massachusetts Avenue | Boston | MA | 02115 | None | PC | For general purposes | $4,000 | |
| Trustees of the University of PA | ||||||||
| 3451 Walnut St | Philadelphia | PA | 19104 | None | PC | For Graduate School of Education | $200 | |
| Trustees of the University of PA | ||||||||
| 3451 Walnut St | Philadelphia | PA | 19104 | None | PC | For the Law School | $1,000 | |
| Unitarian Universalist Service Committee | ||||||||
| 689 Massachusetts Ave | Cambridge | MA | 021393302 | None | PC | For general purposes | $1,000 | |
| United Neighborhood Center | ||||||||
| 777 Keystone Industrial Park Rd | Throop | PA | 18512 | None | PC | For general purposes | $1,000 | Throop PA 18512 |
| United Way Lackawanna & Wayne Counties | ||||||||
| 615 Jefferson Ave Ste 102 | Scranton | PA | 18510 | None | PC | For general purposes | $25,500 | |
| United Way of SE PA | ||||||||
| 1650 Arch St | Philadelphia | PA | 19103 | None | PC | For general purposes | $7,500 | |
| University of Scranton | ||||||||
| Linden and Monroe Avenues | Scranton | PA | 18510 | None | PC | For general purposes: $1,500; for library $1,700 | $3,200 | |
| Urban Resources Development Corp | ||||||||
| 6001 Germantown Ave | Philadelphia | PA | 19144 | None | PC | For general purposes | $250 | |
| Waverly Community House | ||||||||
| 1115 N Abington Rd | Waverly | PA | 18471 | None | PC | For general purposes | $600 | |
| Weinberg NE PA Regional Food Bank | ||||||||
| 165 Amber Lane PO Box 1127 | WilkesBarre | PA | 18702 | None | PC | For general purposes | $1,400 | |
| Wellesley College | ||||||||
| 106 Central Street | Wellesley | MA | 02481 | None | PC | For general purposes | $1,000 | |
| Food Bank of Larimer County | ||||||||
| 5706 Wright Drive | Loveland | CO | 80538 | None | PC | $1,500 for WHYY FM radio; $1,5000 for WHYY TV | $4,000 | |
| WHYY FM & Channel 12 | ||||||||
| 150 N 6th St | Philadelphia | PA | 19106 | None | PC | $1,500 for WHYY FM radio; $1,5000 for WHYY TV | $3,000 | |
| Women's Resource Center | ||||||||
| Box 975 | Scranton | PA | 18501 | None | PC | For general purposes | $3,000 | |
| World Wildlife Fund | ||||||||
| 1250 24th St NW | Washington | DC | 20037 | None | PC | For general purposes | $300 | |
| WSKG Public Broadcasting | ||||||||
| 601 Gates Road | Vestal | NY | 13850 | None | PC | For general purposes | $600 | |
| WVIA Public TV & Radio | ||||||||
| 70 Old Boston Road | Pittston | PA | 18640 | None | PC | For general purposes | $15,000 | |
| Noco Humane | ||||||||
| 3501 East 71st Street | Loveland | CO | 80538 | None | PC | For general purposes | $2,000 | |
| Presbyterian Senior Living | ||||||||
| 1 Trinity Drive Suite 201 | Dillsburg | PA | 17019 | None | PC | Residence Assistance Fund | $500 | |
| UC Health Northern Colorado Fdn | ||||||||
| 2315 E Harmony Rd Suite 200 | Ft Collins | CO | 80528 | None | PC | For general purposes | $4,000 | |
| Whosoever Gospel Missiom | ||||||||
| 101 E Chelten Ave | Philadelphia | PA | 19144 | None | PC | For general purposes | $250 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $238,933 | 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 | $24,445 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $120,443 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $241,001 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $385,889 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $385,889 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| Daniel R Ross | |||||||
| 1 | 600 E Cathedral Rd H-408 | Philadelphia | PA | 19128 | $50,427 | Yes (X) | Yes (X) |
| Faye Z Ross | |||||||
| 2 | 600 E Cathedral Rd H-408 | Philadelphia | PA | 19128 | $50,427 | Yes (X) | Yes (X) |
| David Javsicas | |||||||
| 3 | 44 Fraleigh Street | Red Hook | NY | 12571 | $6,000 | Yes (X) | |
| Laura Javsicas | |||||||
| 4 | 44 Fraleigh Street | Red Hook | NY | 12571 | $6,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (6 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 100 shares PNC | $18,452 | 2025-11-10 |
| 1 | 500 Sh Univest | $15,046 | 2025-11-10 |
| 1 | 50 sh Amgen | $16,929 | 2025-11-25 |
| 2 | 100 shares PNC | $18,452 | 2025-11-10 |
| 2 | 500 Sh Univest | $15,046 | 2025-11-10 |
| 2 | 50 sh Amgen | $16,929 | 2025-11-25 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (35 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1,009.54 T Rowe Price Int'l | $71,950 | $75,857 |
| 1,100 GE Aerospace | $38,338 | $338,833 |
| 1,200 Shake Shack Inc | $74,303 | $97,404 |
| 1,246.369 First Eagle Global Fd | $60,662 | $100,968 |
| 1,000 JP Morgan Chase | $41,034 | $322,220 |
| 1,300 Keysight Technologies | $34,495 | $264,147 |
| 1,500 PNC Financial Services | $107,550 | $313,095 |
| 1,500 Amgen | $103,975 | $490,965 |
| 1,500.802 Conestoga Sm Cap Fd | $77,237 | $100,944 |
| 1,755.407 MFS Intl Value Cl I | $44,925 | $83,908 |
| 1250 GE Healthcare | $77,830 | $102,525 |
| 1600 Agilent Technologies | $39,802 | $217,712 |
| 2,000 Citigroup | $79,065 | $233,380 |
| 2,000 Exxon Mobil | $86,420 | $240,680 |
| 3,000 Verizon | $127,485 | $122,190 |
| 1,600 Newmont Gold Corp | $53,672 | $159,760 |
| 2,480 Gldmn Sachs Deo Sh repstg 1/1000 Pfd Series D | $53,990 | $48,236 |
| 2,500 Cisco Systems | $45,864 | $192,575 |
| 2,500.437 Harbor Small Cap Inst Cl | $85,421 | $106,794 |
| 275 GE Veranova | $10,019 | $179,732 |
| 3,000 On Semiconductor Crp Com | $47,818 | $162,450 |
| 2,000 Univest | $58,138 | $65,480 |
| 3,545.977 Vanguard Whitehall Intl Rcplorer Fd | $45,475 | $71,310 |
| 3,500 Corning | $48,732 | $306,460 |
| 4,000 Pfizer | $88,135 | $99,600 |
| 5,000 America Movil | $80,507 | $103,350 |
| 5000 John Hancock Inv Tr | $93,558 | $68,350 |
| 8,000 Viatris | $94,213 | $99,600 |
| 7,805 Blackrock Core Bond Trust | $97,240 | $74,850 |
| 1,000 Stanley Black & Decker | $112,618 | $74,280 |
| 8,000 Vodafone | $128,554 | $105,680 |
| 800 Laboratory Corp Hldgs | $19,923 | $200,704 |
| 8,000.771 Patient Opportunity Tr Cl I | $84,504 | $432,522 |
| 16,632.653 Fid Adv Intl Cap Fd | $60,000 | $58,612 |
| 3,080.507 Lazard Emerging Markets | $62,846 | $76,427 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Ross & McCrea LLP | CategoryTxt |
| Legal Fees | $4,631 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,631 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Publications | $3,030 | $3,030 | $0 |
| Merrill Lynch Investment Management | $20,504 | $20,504 | $0 |
| ADR fees | $280 | $280 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Checks clearing after year end | Desc |
| BOY Book Value | $4,500 | BOYBookValueAmt |
| EOY Book Value | $1,500 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Private foundation excise tax | CategoryTxt |
| Amt | $1,700 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |