Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
ROBERT H SPITZ FOUNDATION
C/O SCRANTON AREA FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)615 JEFFERSON AVENUE SUITE 102
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SCRANTON, PA18510
A Employer identification number

47-2589350
B Telephone number (see instructions)

(570) 347-6203
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$16,251,433J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments 48 48  
4 Dividends and interest from securities... 668,119 668,119  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 244,303
b Gross sales price for all assets on line 6a 5,341,307
7 Capital gain net income (from Part IV, line 2)... 244,303
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 912,470 912,470  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 40,000 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
4,688 0   4,688
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,623 0   0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
42,163 0   42,163
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 3 0   0
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
45,868 32,770   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 136,345 32,770   46,851
25 Contributions, gifts, grants paid....... 890,217 890,217
26 Total expenses and disbursements. Add lines 24 and 25 1,026,562 32,770   937,068
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -114,092
b Net investment income (if negative, enter -0-) 879,700
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 159,769 65,953 65,953
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow169,489
Less: accumulated depreciation (attach schedule) right arrow   169,489 169,489 169,489
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 14,752,320 Click to see attachment
List of Attached Documents:
// Content
14,732,044 		16,015,991
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 15,081,578 14,967,486 16,251,433
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 15,081,578 14,967,486
29 Total net assets or fund balances (see instructions)..... 15,081,578 14,967,486
30 Total liabilities and net assets/fund balances (see instructions). 15,081,578 14,967,486
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
15,081,578
2
Enter amount from Part I, line 27a .....................
2
-114,092
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
14,967,486
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
14,967,486
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a FIDELITY PURITAN FUND D    
b ISHARES TR RUSSELL 2000 D    
c ISHARES TR RUSSELL 2000 D    
d VANGUARD VALUE ETF D    
e VANGUARD VALUE ETF D    
MFS MID CAP GROWTH FUND D    
AMERICAN WASHINGTON D    
T ROWE PRICE BLUE CHIP D    
T ROWE PRICE BLUE CHIP D    
PIMCO LOW DURATION D    
PIMCO LOW DURATION D    
MAINSTAY FLOATING RATE D    
MAINSTAY FLOATING RATE D    
BLACKROCK MID CAP GROWTH D    
LOOMIS SAYLES STRATEGIC D    
LOOMIS SAYLES STRATEGIC D    
T ROWE PRICE DIVIDEND D    
T ROWE PRICE DIVIDEND D    
NUVEEN DIVIDEND D    
NUVEEN DIVIDEND D    
AMERICAN CAPITAL WORLD D    
AMERICAN CAPITAL WORLD D    
AMER FUNDS AMERICAN D    
AMER FUNDS AMERICAN D    
PIMCO MORTGAGE D    
PIMCO MORTGAGE D    
PUTNAM ULTRA SHORT D    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 250,000   231,641 18,359
b 331,166   450,044 -118,878
c 2,684   2,551 133
d 192,402   182,227 10,175
e 216,071   206,948 9,123
378,840   317,599 61,241
100,000   86,156 13,844
98,639   102,096 -3,457
942,777   764,521 178,256
419,176   458,439 -39,263
7,965   7,929 36
423,435   440,775 -17,340
132,919   133,082 -163
376,233   326,061 50,172
157,426   198,544 -41,118
5,581   5,917 -336
358,216   292,414 65,802
3,186   3,018 168
256,984   250,000 6,984
160,114   153,687 6,427
174,097   145,904 28,193
2,743   2,595 148
216,655   181,381 35,274
2,572   2,482 90
115,145   134,645 -19,500
6,281   6,367 -86
10,000   9,981 19
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       18,359
b       -118,878
c       133
d       10,175
e       9,123
      61,241
      13,844
      -3,457
      178,256
      -39,263
      36
      -17,340
      -163
      50,172
      -41,118
      -336
      65,802
      168
      6,984
      6,427
      28,193
      148
      35,274
      90
      -19,500
      -86
      19
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 244,303
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 12,228
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 12,228
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 12,228
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 22,470
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 22,470
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 10,242
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow10,242 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrow
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .Click to see attachment
List of Attached Documents:
// Content
8b
 
No
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowSCRANTON AREA FOUNDATION Telephone no.right arrow (570) 347-6203

Located atright arrow615 JEFFERSON AVENUESCRANTONPA ZIP+4right arrow18510
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JACOB NOGI DECEASED 1242023 TRUSTEE
1.00 		10,000 0 0
615 JEFFERSON AVENUE SUITE 102
SCRANTON,PA18510
FRANK MCGRATH TRUSTEE
1.00 		10,000 0 0
615 JEFFERSON AVENUE SUITE 102
SCRANTON,PA18510
JED RUBENFELD TRUSTEE
1.00 		10,000 0 0
615 JEFFERSON AVENUE SUITE 102
SCRANTON,PA18510
DIANA HOLDRIDGE TRUSTEE
1.00 		10,000 0 0
615 JEFFERSON AVENUE SUITE 102
SCRANTON,PA18510
JENNIFER NOGI EFFECTIVE 1242023 TRUSTEE
1.00 		0 0 0
615 JEFFERSON AVENUE SUITE 102
SCRANTON,PA18510
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
15,212,308
b
Average of monthly cash balances.......................
1b
189,699
c
Fair market value of all other assets (see instructions)................
1c
169,489
d
Total (add lines 1a, b, and c).........................
1d
15,571,496
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
15,571,496
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
233,572
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
15,337,924
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
766,896
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
766,896
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
12,228
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
12,228
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
754,668
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
754,668
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
754,668
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
937,068
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
937,068
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 754,668
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019...... 137,016
c From 2020...... 88,751
d From 2021...... 143,731
e From 2022...... 84,065
f Total of lines 3a through e ........ 453,563
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 937,068
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 754,668
e Remaining amount distributed out of corpus 182,400
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 635,963
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		635,963
10 Analysis of line 9:
a Excess from 2019.... 137,016
b Excess from 2020.... 88,751
c Excess from 2021.... 143,731
d Excess from 2022.... 84,065
e Excess from 2023.... 182,400
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
SCRANTON AREA FOUNDATION
615 JEFFERSON AVENUE SUITE 102
SCRANTON,PA18510
(570) 347-6203
bThe form in which applications should be submitted and information and materials they should include:
REQUESTS ON LETTERHEAD OF ORGANIZATION, DIRECT MAIL SOLICITATIONS, PHONE SOLICITATIONS ALL FOLLOWED BY RECEIPT OF LETTER OF ACKNOWLEDGMENT FROM THE ORGANIZATION AS REQUIRED BY THE IRS SUBSTANTIATION RULES
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ACE OF NEPA

123 WYOMING AVE SUITE 311
SCRANTON,PA18503 		  PUBLIC FOR THE PURPOSE OF THE 8-UNIT VETERANS' HOUSING COMPLEX @ 601 PROSPECT AVE, SCRANTON, PA, 18505. 20,000

BIG BROTHERS BIG SISTERS OF NORTHEASTERN PA

190 WELLES ST SUITE 168-170
FORTY FORT,PA18704 		  PUBLIC FOR THE PURPOSE OF BIG BROTHER BIG SISTERS OF NORTHEASTERN PA OPERATIONAL SUPPORT. 7,000

BOYS & GIRLS CLUB OF NORTHEASTERN PA

609 ASH STREET
SCRANTON,PA18510 		  PUBLIC FOR THE PURPOSE OF THE SHUTTLE PROGRAM. 8,000

BREAD BASKET OF NORTHEAST PENNSYLVANIA

550 MADISON AVENUE
SCRANTON,PA18510 		  PUBLIC FOR THE PURPOSE OF FOOD PANTRY SUPPORT. 6,000

CASA OF LACKAWANNA COUNTY

846 JEFFERSON AVE
SCRANTON,PA18501 		  PUBLIC FOR THE PURPOSE OF CASA OF LACKAWANNA OPERATIONAL SUPPORT. 5,000

CATHERINE MCAULEY CENTER

430 PITTSTON AVE
SCRANTON,PA18505 		  PUBLIC FOR THE PURPOSE OF THE FAMILY SUPPORT PROGRAM FOR THE PREVENTION OF HOMELESSNESS AND INTACT FAMILY SHELTER. 15,000

CHILD HUNGER OUTREACH PARTNERS

2 ELIZABETH ST
TOWANDA,PA18848 		  PUBLIC FOR THE PURPOSE OF CHILD HUNGER OUTREACH PARTNERS OPERATIONAL SUPPORT. 15,000

CHILDREN'S ADVOCACY CENTER OF NEPA

1710 MULBERRY ST
SCRANTON,PA18510 		  PUBLIC FOR THE PURPOSE OF BREAKING THE CYCLE OF POVERTY AMONG VICTIMS OF CHILD ABUSE AND NEGLECT. 5,000

DINNER FOR KIDS

84 S WYOMING AVE
EDWARDSVILLE,PA18704 		  PUBLIC FOR THE PURPOSE OF FEEDING HOMELESS CHILDREN. 4,000

DISCOVERY MI PRESCHOOL

1301 BEECH ST
SCRANTON,PA18505 		  PUBLIC FOR THE PURPOSE OF CREATING A CHILD CARE HUB IN NORTH SCRANTON (PROVIDENCE). 25,000

DRESS FOR SUCCESS LACKAWANNA

431 N 7TH AVE
SCRANTON,PA18503 		  PUBLIC FOR THE PURPOSE OF THE DRESS FOR SUCCESS LACKAWANNA PROFESSIONAL WOMEN'S GROUP PROGRAM. 10,000

ELECTRIC CITY STEEL DRUM PROJECT

300 LACKAWANNA AVE
SCRANTON,PA18503 		  PUBLIC FOR THE PURPOSE OF THE STEEL OF HONOR PROGRAM; SUPPORTING VETERANS THROUGH MUSIC. 5,000

EQUINES FOR FREEDOM

2150 PORT ROYAL RD
CLARKS SUMMIT,PA18411 		  PUBLIC FOR THE PURPOSE OF EQUINES FOR FREEDOM EMDR THERAPY - VETERANS/FIRST RESPONDERS POST TRAUMATIC STRESS DISORDERS. 5,000

EVERHART MUSEUM OF NATURAL HISTORY SCIENCE & ART

1901 MULBERRY ST
SCRANTON,PA18510 		  PUBLIC FOR THE PURPOSE OF THE WILD BEES EXHIBIT AND PROGRAMMING. 4,000

FRATERNITE NOTRE DAME

422 S RIVER ST
SCRANTON,PA18505 		  PUBLIC FOR THE PURPOSE OF FRATERNITE NOTRE DAME OPERATIONAL SUPPORT. 7,000

FUTURES COMMUNITY SUPPORT SERVICES INC

23 MAIN ST
TOWANDA,PA18848 		  PUBLIC FOR THE PURPOSE OF EMPLOYMENT SERVICES. 3,000

GAIT TRC

314 FOSTER HILL ROAD
MILFORD,PA18337 		  PUBLIC FOR THE PURPOSE OF GAIT TRC - EQUINE CARE, WELFARE, & WELLNESS GRANT. 2,000

GIRL SCOUTS IN THE HEART OF PENNSYLVANIA

4640 TRINDLE RD
CAMP HILL,PA17011 		  PUBLIC FOR THE PURPOSE OF CLEAN WATER STUDY KITS. 3,000

GOODWILL INDUSTRIES OF NEPA

925 PROSPECT AVE
SCRANTON,PA18505 		  PUBLIC FOR THE PURPOSE OF THE YOUTH JOB EXPLORATION CLUB. 3,000

GREATER SCRANTON YMCA

706 NORTH BLAKELY STREET
DUNMORE,PA18512 		  PUBLIC FOR THE PURPOSE OF GREATER SCRANTON YMCA - CHILD DAYCARE CAPACITY EXPANSION PROJECT. 20,000

GRIFFIN POND ANIMAL SHELTER

967 GRIFFIN POND RD
SOUTH ABINGTON,PA18411 		  PUBLIC FOR THE PURPOSE OF THE SPRAY/NEUTER PROGRAM. 8,000

JEWISH COMMUNITY CENTER

601 JEFFERSON AVE
SCRANTON,PA18510 		  PUBLIC FOR THE PURPOSE OF THE JCC SWIMMING POOL RENOVATION. 187,500

JEWISH FAMILY SERVICE OF NORTHEASTERN PA

615 JEFFERSON AVE
SCRANTON,PA18510 		  PUBLIC FOR THE PURPOSE OF JEWISH FAMILY SERVICE OF NORTHEASTERN PENNSYLVANIA OPERATIONAL SUPPORT. 10,000

JEWISH FEDERATION OF NEPA

601 JEFFERSON AVE
SCRANTON,PA18510 		  PUBLIC FOR THE PURPOSE OF THE 36TH ANNUAL TEEN SYMPOSIUM ON THE HOLOCAUST PRESENTED BY HERC AND THE JEWISH FEDERATION OF NEPA. 22,000

JEWISH FELLOWSHIP OF HEMLOCK FARMS INC

1516 HEMLOCK FARMS
LORDS VALLEY,PA18428 		  PUBLIC FOR THE PURPOSE OF THE JEWISH FELLOWSHIP OF HEMLOCK FARMS CAPACITY BUILDING. 12,000

JOHNSON COLLEGE

3427 N MAIN AVENUE
SCRANTON,PA18508 		  PUBLIC FOR THE PURPOSE OF RECYCLING AND SUSTAINABILITY: A GREENER PATH TO FAILURE. 8,000

KEYSTONE COLLEGE

1 COLLEGE RD
LA PLUME,PA18440 		  PUBLIC FOR THE PURPOSE OF THE KEYSTONE COLLEGE VETERANS SUCCESS CENTER. 5,000

KEYSTONE MISSION

8 W OLIVE ST
SCRANTON,PA18508 		  PUBLIC FOR THE PURPOSE OF THE KEYSTONE MISSION INNOVATION CENTER HOUSING SUPPORT. 6,000

LACAWAC SANCTUARY ENVIRONMENTAL EDUCATION CENTER

94 SANCTUARY ROAD
LAKE ARIEL,PA18436 		  PUBLIC FOR THE PURPOSE OF THE ENVIRONMENTAL STEWARDSHIP INSTITUTE (ESI) IN LACKAWANNA COUNTY. 8,000

LACKAWANNA RIVER CONSERVATION ASSOCIATION INC

2043 N MAIN AVE
SCRANTON,PA18508 		  PUBLIC FOR THE PURPOSE OF THE NORTH SCRANTON RIVERFRONT BROWNFIELDS ASSESSMENT PROJECT. 12,000

MARYWOOD UNIVERSITY

2300 ADAMS AVE
SCRANTON,PA18509 		  PUBLIC FOR THE PURPOSE OF STUDENTS TOGETHER ACHIEVING REMARKABLE SUCCESS (STARS) OPERATIONAL SUPPORT 8,000

MEALS ON WHEELS OF NEPA

541 WYOMING AVE
SCRANTON,PA18509 		  PUBLIC FOR THE PURPOSE OF THE TREASURED FRIENDS PET FOOD PROGRAM (TF). 8,000

MONROE COUNTY MEALS ON WHEELS INC

901 POLK VALLEY RD
STROUDSBURG,PA18360 		  PUBLIC FOR THE PURPOSE OF THE MONROE COUNTY MEALS ON WHEELS PET CARE PROGRAM. 2,000

NATIVITYMIGUEL SCHOOL OF SCRANTON

2300 ADAMS AVE
DUNMORE,PA18509 		  PUBLIC FOR THE PURPOSE OF THE NATIVITYMIGUEL SCHOOL OF SCRANTON AFTER SCHOOL PROGRAM. 7,000

NEPA INCLUSIVE

PO BOX 964
PITTSTON,PA18640 		  PUBLIC FOR THE PURPOSE OF NEPA INCLUSIVE RENTAL ASSISTANCE PROGRAM (IRAP) 5,000

NEPA PET FUND AND RESCUE

PO BOX 3953
SCRANTON,PA18505 		  PUBLIC FOR THE PURPOSE OF THE NEPA PET RESCUE VETERINARY PROGRAM. 12,000

NORTH SHORE ANIMAL LEAGUE

16 LEWYT ST
PORT WASHINGTON,NY11050 		  PUBLIC FOR THE PURPOSE NORTH SHORE ANIMAL LEAGUE AMERICA OPERATIONAL SUPPORT. 10,000

NORTHEASTERN PENNSYLVANIA EDUCATIONAL TELEVISION ASSOCIATION

100 WVIA WAY
PITTSTON,PA18640 		  PUBLIC FOR THE PURPOSE OF HOLOCAUST WARNINGS: AMERICAN ANTISEMITISM AND EXTREMISM. 6,000

NORTHERN TIER INDUSTRY & EDUCATION CONSORTIUM (NTIEC)

PO BOX 505
TUNKHANNOCK,PA18657 		  PUBLIC FOR THE PURPOSE OF WORK-BASED LEARNING OPPORTUNITES FOR DISADVANTAGED YOUTH. 4,000

OPERATION WARM

PO BOX 822431
PHILADELPHIA,PA19182 		  PUBLIC FOR THE PURPOSE OF NEW COATS OR SHOES FOR WYOMING VALLEY CHILDREN IN NEED. 3,000

OUTREACH CENTER FOR COMMUNITY RESOURCES

431 N 7TH AVE
SCRANTON,PA18503 		  PUBLIC FOR THE PURPOSE OF THE OUTREACH CENTER FOR COMMUNITY RESOURCES OPERATIONAL SUPPORT 15,000

PATIENT ENGAGEMENT COUNCIL DBA THE WRIGHT CENTER FOR PATIENT AND COMMUNITY

501 S WASHINGTON AVE SUITE 1000
SCRANTON,PA18505 		  PUBLIC FOR THE PURPOSE OF THE PATIENT AND COMMUNITY NEEDS PROGRAM - THE FUNDS WILL BE USED FOR A FOOD DONATION PROGRAM, BUS PASSES,AND TRANSPORTATION ASSIATANCE TO ALLEVIATE FINANCIAL HARDSHIPS FOR OUR PATIENTS AND THE COMMUNITY WE SERVE. 8,000

PAWSITIVELY FOR THE ANIMALS

3265 GREENWOOD AVE
SCRANTON,PA18505 		  PUBLIC FOR THE PURPOSE OF THE BOW MEOW PET EMERGENCY FUND. 10,000

PENNSYLVANIA OUTDOOR VETERANS

PO BOX 274
LEHIGHTON,PA18235 		  PUBLIC FOR THE PURPOSE OF FAMILY/VETERAN RETREAT WEEKENDS. 5,000

SAINT JOSEPHS CENTER

2010 ADAMS AVE
SCRANTON,PA18509 		  PUBLIC FOR THE PURPOSE OF WALSH MANOR MOTHER INFANT OPERATIONAL SUPPORT. 10,000

SCRANTON ANIMAL SHELTER ASSOCIATION INC

815 UNION ST
TAYLOR,PA18715 		  PUBLIC FOR THE PURPOSE OF FERAL CAT CARE. 4,000

SCRANTON AREA COMMUNITY FOUNDATION

615 JEFFERSON AVE
SCRANTON,PA18510 		  PUBLIC FOR THE PURPOSE OF THE NEPA ANIMAL WELFARE COLLABORATIVE ANGEL FUND ($6,000) AND NEPA GIVES ($10,000). 16,000

SCRANTON COUNSELING CENTER

329 CHERRY ST
SCRANTON,PA18505 		  PUBLIC FOR THE PURPOSE OF SCRANTON COUNSELING CENTER FAMILY-BASED THERAPY PARENT & CHILD CURRICULUM MATERIALS. 2,250

SCRANTON PUBLIC LIBRARY

500 VINE ST
SCRANTON,PA18510 		  PUBLIC FOR THE PURPOSE OF THE NANCY KAY HOLMES BRANCH LIBRARY ACCESSIBILITY PROJECT. 10,000

SCRANTON UNICO CHAPTER

817 PARKVIEW RD
MOSCOW,PA18444 		  PUBLIC FOR THE PURPOSE OF THE UNICO NATIONAL SCRANTON CHAPTER & CPT, JAMES R. MINICOZZI MEMORIAL RACE. 8,000

SEEDS OF NORTHEASTERN PENNSYLVANIA

1030 MAIN ST
HONESDALE,PA18431 		  PUBLIC FOR THE PURPOSE OF A GRANT REFUND FOR UNUSED FUNDS. -548

SKILLS IN SCRANTON BUSINESS EDUCATION PARTNERSHIP

222 MULBERRY ST
SCRANTON,PA18501 		  PUBLIC FOR THE PURPOSE OF SKILLS IN SCRANTON BUSINESS EDUCATION PARTNERSHIP OPERATIONAL SUPPORT. 15,000

SPRING HILL FOUNDATION

500 KENNEDY CREEK RD
NORTH ABINGTON TOWNSHI,PA18414 		  PUBLIC FOR THE PURPOSE OF ADULT AND YOUTH ENVIRONMENTAL-BASED EDUCATIONAL PROGRAMMING. 5,500

ST CATS AND DOGS OF SCRANTON

1900 EAST GIBSON ST
SCRANTON,PA18510 		  PUBLIC FOR THE PURPOSE OF ST. CATS AND DOGS OPERATIONAL SUPPORT. 10,000

TELESPOND SENIOR DAY SERVICES INC

1200 SAGINAW ST
SCRANTON,PA18505 		  PUBLIC FOR THE PURPOSE OF ENDING THE SILENT STRUGGLE: HELPING OLDER ADULTS END ISOLATION AND RECEIVE HELP WITH AFFORDABLE DAY CENTER CARE. 25,000

TEMPLE ISRAEL OF SCRANTON

918 E GIBSON ST
SCRANTON,PA18510 		  PUBLIC FOR THE PURPOSE OF COMMUNITY DINNERS AND CEMETERY MAINTENANCE. 49,515

THE ARC OF NORTHEASTERN PA

115 MEADOW AVE
SCRANTON,PA18505 		  PUBLIC FOR THE PURPOSE OF THE ARC RECREATION (SUMMER CAMP EXPERIENCE) EDUCATIONAL PROJECTS AND PROGRAMMING. 3,000

THE BOROUGH OF DICKSON CITY

901 ENTERPRISE ST
DICKSON CITY,PA18519 		  PUBLIC FOR THE PURPOSE OF THE DICKSON CITY BOROUGH VETERANS OF FOREIGN WARS (VFW) MEMORIAL PARK MONUMENT AND PICNIC GROVE PROJECT. 50,000

THE GREATER WILKES-BARRE CHAMBER OF BUSINESS & INDUSTRY

7 S MAIN ST 3RD FLOOR SUITE 4
WILKESBARRE,PA18711 		  PUBLIC FOR THE PURPOSE OF THE WILKES-BARRE CONNECT HONOR PROGRAM. 6,000

THE GREENHOUSE PROJECT

200 ARTHUR AVE
SCRANTON,PA18510 		  PUBLIC FOR THE PURPOSE OF EMPOWERED EATING PLANTS. 2,000

THE HUMANE SOCIETY OF WYOMING COUNTY INC

231 ORCHARD DRIVE
FALLS,PA18615 		  PUBLIC FOR THE PURPOSE OF THE HUMANE SOCIETY OF WYOMING COUNTY 2023 SPRAY/NEUER PROGRAM GRANT. 3,000

THE INSTITUTE

169 NORTH PENNSYLVANIA AVE
WILKESBARRE,PA18701 		  PUBLIC FOR THE PURPOSE OF THE INSTITUTE OPERATIONAL SUPPORT. 12,000

THE WRIGHT CENTER FOR COMMUNITY HEALTH

501 S WASHINGTON AVE SUITE 1000
SCRANTON,PA18505 		  PUBLIC FOR THE PURPOSE OF THE HELPING MOMS OUT OF POVERTY PROJECT - WILL PROVIDE CONTINUED FINANCIAL ASSISTANCE TO HELP PARTICIPANTS WITH INTIAL COSTS (SECURITY AND RENT) AND UTILITY BILLS, HELPING MOMS SECURE A SAFE APARTMENT, MAINTAIN THEIR RECOVERY, AND BUILD A BETTER LIFE. 8,000

TREATMENT COURT ADVOCACY CENTER OF LACKAWANNA COUNTY

212 FRONT ST
CLARKS SUMMIT,PA18411 		  PUBLIC FOR THE PURPOSE OF TREATMENT COURT ADVOCACY CENTER OF LACKAWANNA COUNTY VETERANS RECOVERY PROJECT OPERATIONAL SUPPORT. 20,000

TRUE FRIENDS ANIMAL WELFARE CENTER

16332 STATE ROUTE 706
MONTROSE,PA18801 		  PUBLIC FOR THE PURPOSE OF TRUE FRIENDS OPERATIONAL SUPPORT. 10,000

TRUST FOR PUBLIC LAND

1608 WALNUT ST SUITE 302
PHILADELPHIA,PA19103 		  PUBLIC FOR THE PURPOSE OF THE JOHN G. WHITTIER ELEMENTARY GREEN COMMUNITY SCHOOLYARD. 12,000

UNITED NEIGHBORHOOD CENTERS OF NEPA

425 ALDER ST
SCRANTON,PA18505 		  PUBLIC FOR THE PURPOSE OF EMERGENCY FOOD ASSISTANCE. 10,000

VALHALLA VETERANS SERVICES

2754 JACKSON ST
SCRANTON,PA18509 		  PUBLIC FOR THE PURPOSE OF VALHALLA VETERANS SERVICES OPERATIONAL SUPPORT. 20,000

VALLEY YOUTH HOUSE

3400 HIGH POINT BLVD
BETHLEHEM,PA18017 		  PUBLIC FOR THE PURPOSE OF FOSTERING ECONOMIC INDEPENDENCE THROUGH HOUSING AND SUPPORTIVE SERVICES FOR YOUTH EXPERIENCING HOMELESSNESS IN LACKAWANNA COUNTY. 10,000

WARRIOR STRONG INC

311 ADAMS AVE
SCRANTON,PA18503 		  PUBLIC FOR THE PURPOSE OF THE VETERANS INCLUSIVE PROGRAM. 6,000

WOMEN'S RESOURCE CENTER

PO BOX 975
SCRANTON,PA18501 		  PUBLIC FOR THE PURPOSE OF WRC OPERATIONAL SUPPORT. 10,000
Total .................................right arrow 3a 890,217
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 48  
4 Dividends and interest from securities ....     14 668,119  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    14 244,303  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 912,470 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
912,470
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
8 THE FOUNDATION WAS REQUIRED TO LIQUIDATE INVESTMENTS TO RAISE LIQUID FUNDS FOR DISTRIBUTION, THE RESULT WAS A GAIN OF $244,303.
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
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Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
ROBERT H SPITZ FOUNDATION
 
C/O SCRANTON AREA FOUNDATION
EIN:
47-2589350
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 3,623 0   0

TY 2023 ExplnOfNonFilingWithAGStmt
Name:
ROBERT H SPITZ FOUNDATION
 
C/O SCRANTON AREA FOUNDATION
EIN:
47-2589350
Statement:
ORGANIZATION IS NOT REQUIRED TO FILE WITH THE STATE

TY 2023 InvestmentsOtherSchedule2
Name:
ROBERT H SPITZ FOUNDATION
 
C/O SCRANTON AREA FOUNDATION
EIN:
47-2589350
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
INVESTMENTS FMV 14,732,044 16,015,991

TY 2023 LegalFeesSchedule
Name:
ROBERT H SPITZ FOUNDATION
 
C/O SCRANTON AREA FOUNDATION
EIN:
47-2589350
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 4,688 0   4,688


TY 2023 OtherExpensesSchedule
Name:
ROBERT H SPITZ FOUNDATION
 
C/O SCRANTON AREA FOUNDATION
EIN:
47-2589350
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TRUST FEES 32,770 32,770   0
HEADQUARTERS EXPENSES 11,793 0   0
OTHER EXPENSES 1,305 0   0


TY 2023 OtherProfessionalFeesSchedule
Name:
ROBERT H SPITZ FOUNDATION
 
C/O SCRANTON AREA FOUNDATION
EIN:
47-2589350
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADMINISTRATION FEES 42,163 0   42,163