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
ALLONE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)83 E UNION STREET
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WILKESBARRE, PA18701
A Employer identification number

30-0892103
B Telephone number (see instructions)

(570) 208-1200
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$109,865,949
J 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)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 51 51  
4 Dividends and interest from securities... 2,675,106 2,675,106  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,809,651
b Gross sales price for all assets on line 6a 7,534,018
7 Capital gain net income (from Part IV, line 2)... 2,809,651
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........ 5,484,808 5,484,808  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 131,490     130,804
14 Other employee salaries and wages...... 146,458     144,755
15 Pension plans, employee benefits....... 85,099     85,099
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 30,550     30,362
c Other professional fees (attach schedule).... 66,616 66,616   66,616
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 267,401     21,033
19 Depreciation (attach schedule) and depletion... 4,864   4,864
20 Occupancy.............. 60,397     60,771
21 Travel, conferences, and meetings....... 22,294     22,132
22 Printing and publications.......... 28,500     28,342
23 Other expenses (attach schedule)....... 56,507     56,123
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 900,176 66,616 4,864 646,037
25 Contributions, gifts, grants paid....... 4,519,453 4,519,453
26 Total expenses and disbursements. Add lines 24 and 25 5,419,629 66,616 4,864 5,165,490
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 65,179
b Net investment income (if negative, enter -0-) 5,418,192
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............. 572,028 201,254 201,254
2 Savings and temporary cash investments......... 16,354 16,404 16,404
3 Accounts receivable right arrow2,405
Less: allowance for doubtful accounts right arrow   1,944 2,405 2,405
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.......... 55,183 40,745 40,745
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 arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 96,645,079 Click to see attachment
List of Attached Documents:
// Content
109,587,976
109,587,976
14 Land, buildings, and equipment: basis right arrow53,500
Less: accumulated depreciation (attach schedule) right arrow43,446 14,918 Click to see attachment
List of Attached Documents:
// Content
10,054
10,054
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
49,576
Click to see attachment
List of Attached Documents:
// Content
7,111
Click to see attachment
List of Attached Documents:
// Content
7,111
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 97,355,082 109,865,949 109,865,949
Liabilities 17 Accounts payable and accrued expenses.......... 193,159 391,277
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) Click to see attachment
List of Attached Documents:
// Content
49,576
Click to see attachment
List of Attached Documents:
// Content
7,111
23 Total liabilities (add lines 17 through 22)......... 242,735 398,388
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........... 97,112,347 109,467,561
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 97,112,347 109,467,561
30 Total liabilities and net assets/fund balances (see instructions). 97,355,082 109,865,949
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
97,112,347
2
Enter amount from Part I, line 27a .....................
2
65,179
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
12,290,035
4
Add lines 1, 2, and 3 ..........................
4
109,467,561
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
109,467,561
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 6754.544 VANGUARD TOTAL INTERNATIONAL STOCK INDEX P 2022-01-01 2023-04-20
b 588.798 VANGUARD TOTAL INTERNATIONAL STOCK INDEX P 2022-01-01 2023-12-15
c 2777.739 VANGUARD TOTAL INTERNATIONAL STOCK INDEX P 2022-01-01 2023-12-27
d 1597.643 VANGUARD TOTAL BOND MARKET INDEX P 2022-01-01 2023-02-02
e 1709.951 VANGUARD TOTAL BOND MARKET INDEX P 2022-01-01 2023-05-04
1831.964 VANGUARD TOTAL BOND MARKET INDEX P 2022-01-01 2023-08-03
9287.375 VANGUARD TOTAL STOCK MARKET INDEX FUND P 2022-01-01 2023-04-20
24461.302 VANGUARD TOTAL STOCK MARKET INDEX FUND P 2022-01-01 2023-09-05
1398.769 VANGUARD TOTAL STOCK MARKET INDEX FUND P 2022-01-01 2023-12-05
1122.236 VANGUARD TOTAL STOCK MARKET INDEX FUND P 2022-01-01 2023-12-15
20570.985 VANGUARD TOTAL STOCK MARKET INDEX FUND P 2022-01-01 2023-12-27
(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 814,058   759,819 54,239
b 71,392   66,391 5,001
c 344,995   313,209 31,786
d 15,705   17,761 -2,056
e 16,689   18,992 -2,303
17,184   20,325 -3,141
926,230   573,791 352,439
2,659,677   1,515,329 1,144,348
154,480   86,876 67,604
128,608   69,701 58,907
2,385,000   1,282,173 1,102,827
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       54,239
b       5,001
c       31,786
d       -2,056
e       -2,303
      -3,141
      352,439
      1,144,348
      67,604
      58,907
      1,102,827
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 2,809,651
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 75,313
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  
3 Add lines 1 and 2........................... 3 75,313
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 75,313
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 53,280
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 22,033
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 75,313
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
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  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow0 Refundedright arrow 11  
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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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 arrowPA
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 .
8b
Yes
 
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 arrowWWW.ALLONEFOUNDATIONS.ORG
14
The books are in care ofright arrowEXECUTIVE DIRECTOR Telephone no.right arrow (570) 208-1200

Located atright arrow83 E UNION STREETWILKESBARREPA ZIP+4right arrow18701
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
 
No
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
JOHN COSGROVE CEO
40.00
130,804 4,681  
83 E UNION STREET
WILKESBARRE,PA18701
FRANK E APOSTOLICO Treasurer
1.00
0    
538 BIDEN ST
SCRANTON,PA18503
PAUL J CANEVARI Secretary
1.00
0    
1059 HIDEAWAY HILL RD
KUNKLETOWN,PA18058
PETER DANCHAK Director
1.00
0    
201 PENN AVE
SCRANTON,PA18503
LOUIS A DENAPLES Director
1.00
0    
400 MILL ST
DUNMORE,PA18512
JOHN J GRAHAM Chairman
5.00
0    
135 HIGHLAND AVENUE
SHAVERTOWN,PA18708
ALAN S HOLLANDER ESQUIRE Secretary
1.00
0    
1065 HWY 315 STE 200
WILKESBARRE,PA18702
GARY F LAMONT Director
1.00
0    
BOX 702 SR 93
CONYNGHAM,PA18219
RICHARD K MANGAN Director
1.00
0    
8302 GINGER LILY CT
NAPLES,FL34113
JOHN D MCCARTHY JR Director
1.00
0    
340 KIDDER ST
WILKESBARRE,PA18702
JOHN J MENAPACE Director
1.00
0    
1012 WOODLAND WAY
CLARKS SUMMIT,PA18411
PAUL H ROONEY JR Director
1.00
0    
1538 GRAMPIAN BLVD
WILLIAMSPORT,PA17701
RHEA P SIMMS Director
1.00
0    
1755 N MEMORIAL HIGHWAY
SHAVERTOWN,PA18708
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  
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 arrow  
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 THE FOUNDATION IS OPERATED TO PROVIDE GRANTS TO IRC 501(C)(3) OPERATING EXEMPT ORGANIZATIONS 5,165,490
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 arrow  
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
101,950,410
b
Average of monthly cash balances.......................
1b
512,194
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
102,462,604
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
 
3
Subtract line 2 from line 1d.........................
3
102,462,604
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,536,939
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
100,925,665
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
5,046,283
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
5,046,283
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
75,313
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
75,313
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
4,970,970
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
4,970,970
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
4,970,970
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
5,165,490
b
Program-related investments—total from Part VIII-B..................
1b
 
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
5,165,490
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 4,970,970
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 4,145,643
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 5,165,490
a Applied to 2022, but not more than line 2a 4,145,643
b Applied to undistributed income of prior years
(Election required—see instructions).....
 
c Treated as distributions out of corpus (Election
required—see instructions)........
0
d Applied to 2023 distributable amount..... 1,019,847
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2023.    
(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  
b Prior years’ undistributed income. Subtract
line 4b from line 2b ..........
 
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......
 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ...........
 
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 ..........
3,951,123
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) .......
 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ...
 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ......
 
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
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:
JOHN COSGROVE EXECUTIVE DIRECTOR
83 E UNION STREET
WILKES BARRE,PA18701
(570) 208-1200
JCOSGROVE@ALLONEFOUNDATIONS.ORG
bThe form in which applications should be submitted and information and materials they should include:
All requests must be submitted in writing and include the following:1)A completed grant application signed by the organizations representative.2)A formal proposal that describes the project purpose and demonstrate the need for a relevance of the project. The narrative must include:A detailed description of the goals and outcomes of the project.Evidence of the measurement tools that will be used to evaluate the success of the project.Project timeline and work plan.Project sustainability plan.3)An itemized budget that includes any in-kind services or matching funds secured for the project. The budget must clearly demonstrate how funding from AllOne Foundation will be used.4)An IRS determination letter of tax exempt charitable status under 501(C)(3) and proof that the organization is not a private foundation as defined in Section 509(A) of the IRS Code.5)A brief written description of the organizations purpose, history and accomplishments.6)Financial Statements (audited, if available) for
cAny submission deadlines:
SUBMISSION DEADLINES VARY DURING YEAR PER TIMING OF ORG
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Eligible organizations must demonstrate their tax classification as described in Internal Revenue Service Code, Section 501(C)(3) and Section 509(A).Eligible organizations must be located or operating within AllOne Foundations 13 county service area. Programs must benefit residents of those counties.Grants will be awarded only for specific community-focused projects or program initiatives. Requests for operating or general support will not be considered.The Foundation awards grants generally for general health education / prevention and human services projects; and for projects that provide direct services to the uninsured and under-insured. Minimum grant amount is $2,500.Grants will be awarded generally for a period of one year. Multi-year requests will not generally be considered.Consecutive year approvals will be decided on the strength of demonstrated outcomes.Grantee organizations may not receive additional funding until all funds from existing grant awards have been expended, in
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
NORTHEAST REGIONAL CANCER INSTITUTE


334 JEFFERSON AVENUE
SCRANTON,PA18510
  PC CANCER SCREENING NAVIGATION PROGRAM 50,000
GEISINGER COMMONWEALTH SCHOOL OF ME


525 PINE STREET
SCRANTON,PA18509
  PC FUNDING FOR RECRUITMENT OF 2 PSYCHIATRISTS AND ADMINISTRATIVE SUPPORT TO PROVIDE CLINICAL SERVICES AND OVERSEE TRAINING OF PSYCHIATRY RESIDENTS, MEDICAL STUDENTS AND CLINICIANS 400,000
ALLIED SERVICES


100 ABINGTON EXECUTIVE PARK
CLARKS SUMMIT,PA18411
  PC AUTISM COLLABORATIVE CENTERS OF EXCELLENCE INITIATIVE 500,000
GOODWILL INDUSTRIES


925 PROSPECT AVENUE
SCRANTON,PA18505
  PC AUTISM COLLABORATIVE CENTERS OF EXCELLENCE INITIATIVE 33,192
HOPE ENTERPRISES


2401 REACH ROAD
WILLIAMSPORT,PA17701
  PC AUTISM COLLABORATIVE CENTERS OF EXCELLENCE INITIATIVE 45,300
FRIENDSHIP HOUSE


1509 MAPLE STREET
SCRANTON,PA18505
  PC IMPROVE HEALTH AND WELLNESS OF PEOPLE IN NORTHEASTERN AND NORTH CENTRAL PA 331,500
TREATMENT COURT ADVOCACY CENTER


212 FRONT STREET
CLARKS SUMMIT,PA18411
  PC OPIOID ADDICTION SOLUTIONS 150,000
CHILDREN'S SERVICE CENTER


335 S FRANKLIN STREET
WILKES BARRE,PA18702
  PC IMPROVE HEALTH AND WELLNESS OF PEOPLE IN NORTHEASTERN AND NORTH CENTRAL PA 187,500
EAST STROUDSBURG UNIVERSITY FOUNDAT


200 PROSPECT STREET
EAST STROUDSBURG,PA18301
  PC AUTISM COLLABORATIVE CENTERS OF EXCELLENCE INITIATIVE 130,920
CENTRAL PENNSYLVANIA FOOD BANK


3908 COREY ROAD
HARRISBURG,PA17109
  PC IMPROVE HEALTH AND WELLNESS OF PEOPLE IN NORTHEASTERN AND NORTH CENTRAL PA 100,000
NORTHERN TIER COUNSELING


24727 ROUTE 6
TOWANDA,PA18848
  PC IMPROVE HEALTH AND WELLNESS OF PEOPLE IN NORTHEASTERN AND NORTH CENTRAL PA 112,018
VOLUNTEERS IN MEDICINE


190 N PENNSYLVANIA AVE
WILKES BARRE,PA18702
  PC IMPROVE HEALTH AND WELLNESS OF PEOPLE IN NORTHEASTERN AND NORTH CENTRAL PA 12,500
SERVING SENIORS INC


538 SPRUCE STREET SUITE 408
SCRANTON,PA18503
  PC IMPROVE HEALTH AND WELLNESS OF PEOPLE IN NORTHEASTERN AND NORTH CENTRAL PA 33,000
NORTH PENN COMPREHENSIVE HEALTH SER


40 W WELLSBORO ST
MANSFIELD,PA16933
  PC IMPROVE HEALTH AND WELLNESS OF PEOPLE IN NORTHEASTERN AND NORTH CENTRAL PA 222,500
MATERNAL AND FAMILY HEALTH SERVICES


15 PUBLIC SQUARE SUITE 600
WILKES BARRE,PA18701
  PC IMPROVE HEALTH AND WELLNESS OF PEOPLE IN NORTHEASTERN AND NORTH CENTRAL PA 150,000
DINNERS FOR KIDS


84 S WYOMING AVE
EDWARDSVILLE,PA18704
  PC IMPROVE HEALTH AND WELLNESS OF PEOPLE IN NORTHEASTERN AND NORTH CENTRAL PA 50,000
WAYNE MEMORIAL HOSPITAL


601 PARK ST
HONESDALE,PA18431
  PC IMPROVE HEALTH AND WELLNESS OF PEOPLE IN NORTHEASTERN AND NORTH CENTRAL PA 99,800
GREATER SCRANTON YMCA


706 N BLAKELY STREET
DUNMORE,PA18512
  PC IMPROVE HEALTH AND WELLNESS OF PEOPLE IN NORTHEASTERN AND NORTH CENTRAL PA 8,122
UNIVERSITY OF SCRANTON


800 LINDEN STREET
SCRANTON,PA18510
  PC IMPROVE HEALTH AND WELLNESS OF PEOPLE IN NORTHEASTERN AND NORTH CENTRAL PA 148,975
KING'S COLLEGE


133 NORTH RIVER STREET
WILKESBARRE,PA18711
  PC IMPROVE HEALTH AND WELLNESS OF PEOPLE IN NORTHEASTERN AND NORTH CENTRAL PA 100,000
GREATER WYOMING VALLEY AREA YMCA


40 W NORTHAMPTON ST
WILKESBARRE,PA18701
  PC IMPROVE HEALTH AND WELLNESS OF PEOPLE IN NORTHEASTERN AND NORTH CENTRAL PA 12,500
BRIGHTER JOURNEYS


150 MUNDY ST
WILKESBARRE,PA18702
  PC IMPROVE HEALTH AND WELLNESS OF PEOPLE IN NORTHEASTERN AND NORTH CENTRAL PA 75,000
THE LUZERNE FOUNDATION


34 S RIVER ST
WILKESBARRE,PA18702
  PC IMPROVE HEALTH AND WELLNESS OF PEOPLE IN NORTHEASTERN AND NORTH CENTRAL PA 200,000
KING'S COLLEGE


133 NORTH RIVER STREET
WILKESBARRE,PA18711
  PC HEALTH SCIENCE SUMMER CAMP 12,500
WOMEN'S RESOURCE CENTER


PO BOX 975
SCRANTON,PA18501
  PC IMPROVE HEALTH AND WELLNESS OF PEOPLE IN NORTHEASTERN AND NORTH CENTRAL PA 71,728
KEYSTONE RESCUE MISSION


8 WEST OLIVE STREET
SCRANTON,PA18508
  PC HOUSING/HOMELESSNESS IN LACKAWANNA AND LUZERNE COUNTIES 500
VOLUNTEERS IN MEDICINE


190 N PENNSYLVANIA AVENUE
WILKESBARRE,PA18702
  PC PATIENT SERVICES 100,000
VARIETY THE CHILDREN'S CHARITY


11279 PERRY HWY SUITE 512
WEXFORD,PA15090
  PC IMPROVE HEALTH AND WELLNESS OF PEOPLE IN NORTHEASTERN AND NORTH CENTRAL PA 50,000
THE LEUKEMIA LYMPHOMA SOCIETY


1525 VALLEY CENTER PARKWAY STE 180
BETHLEHEM,PA18017
  PC IMPROVE HEALTH AND WELLNESS OF PEOPLE IN NORTHEASTERN AND NORTH CENTRAL PA 25,000
CHILD HUNGER OUTREACH PARTNERS


2 ELIZABETH STREET
TOWANDA,PA18848
  PC IMPROVE HEALTH AND WELLNESS OF PEOPLE IN NORTHEASTERN AND NORTH CENTRAL PA 37,500
VICTIMS RESOURCE CENTER


360 EAST END CENTRE
WILKESBARRE,PA18702
  PC IMPROVE HEALTH AND WELLNESS OF PEOPLE IN NORTHEASTERN AND NORTH CENTRAL PA 50,000
WYOMING VALLEY CHILDREN'S ASSOCIATI


1133 WYOMING AVENUE
KINGSTON,PA18704
  PC IMPROVE HEALTH AND WELLNESS OF PEOPLE IN NORTHEASTERN AND NORTH CENTRAL PA 55,000
MAYOR CUAST HAZLETON REVITALIZATION


40 N CHURCH ST
HAZLETON,PA18201
  PC IMPROVE HEALTH AND WELLNESS OF PEOPLE IN NORTHEASTERN AND NORTH CENTRAL PA 350,000
OS JOHNSON TECHNICAL INSTITUTE


3427 N MAIN AVE
SCRANTON,PA18508
  PC IMPROVE HEALTH AND WELLNESS OF PEOPLE IN NORTHEASTERN AND NORTH CENTRAL PA 90,000
POCONO SERVICES FOR FAMILIES AND CH


212 WEST 4TH STREET
EAST STROUDSBURG,PA18301
  PC IMPROVE HEALTH AND WELLNESS OF PEOPLE IN NORTHEASTERN AND NORTH CENTRAL PA 10,000
WAYNE MEMORIAL COMMUNITY HEALTH CEN


601 PARK STREET
HONESDALE,PA18431
  PC IMPROVE HEALTH AND WELLNESS OF PEOPLE IN NORTHEASTERN AND NORTH CENTRAL PA 12,500
COMMISSION ON ECONOMIC OPPORTUNITY


165 AMBER LN
WILKES BARRE,PA18703
  PC IMPROVE HEALTH AND WELLNESS OF PEOPLE IN NORTHEASTERN AND NORTH CENTRAL PA 292,000
METAMORPHOSIS WOMEN'S EMPOWERMENT I


804 SARAH STREET SUITE 308
STROUDSBURG,PA18360
  PC IMPROVE HEALTH AND WELLNESS OF PEOPLE IN NORTHEASTERN AND NORTH CENTRAL PA 12,398
COMMUNITY ACTION CENTER OF LEHIGH V


1337 E 5TH STREET
BETHLEHEM,PA18015
  PC IMPROVE HEALTH AND WELLNESS OF PEOPLE IN NORTHEASTERN AND NORTH CENTRAL PA 100,000
SPECIAL OLYMPICS PENNSYLVANIA INC


PO BOX 419
HONESDALE,PA18431
  PC IMPROVE HEALTH AND WELLNESS OF PEOPLE IN NORTHEASTERN AND NORTH CENTRAL PA 12,500
FRIENDS OF THE POOR


2300 ADAMS AVENUE
SCRANTON,PA18509
  PC IMPROVE HEALTH AND WELLNESS OF PEOPLE IN NORTHEASTERN AND NORTH CENTRAL PA 12,500
FUTURES COMMUNITY SUPPORT SERVICES


23 MAIN STREET
TOWANDA,PA18848
  PC IMPROVE HEALTH AND WELLNESS OF PEOPLE IN NORTHEASTERN AND NORTH CENTRAL PA 12,500
POCONO ENVIRONMENTAL EDUCATION CENT


538 EMERY ROAD
DINGMANS FERRY,PA18328
  PC IMPROVE HEALTH AND WELLNESS OF PEOPLE IN NORTHEASTERN AND NORTH CENTRAL PA 5,000
THE CANCER WELLNESS CENTER OF NEPA


190 WELLES STREET
FORTY FORT,PA18704
  PC IMPROVE HEALTH AND WELLNESS OF PEOPLE IN NORTHEASTERN AND NORTH CENTRAL PA 5,000
TELESPOND SENIOR SERVICES


1200 SAGINAW STREET
SCRANTON,PA18505
  PC IMPROVE HEALTH AND WELLNESS OF PEOPLE IN NORTHEASTERN AND NORTH CENTRAL PA 12,500
LACAWAC SANTUARY


94 SANCTUARY ROAD
LAKE ARIEL,PA18436
  PC IMPROVE HEALTH AND WELLNESS OF PEOPLE IN NORTHEASTERN AND NORTH CENTRAL PA 2,500
SAFE MONROE


PO BOX 645
DELAWARE WATER GAP,PA18327
  PC IMPROVE HEALTH AND WELLNESS OF PEOPLE IN NORTHEASTERN AND NORTH CENTRAL PA 10,000
KEYSTONE HUMAN SERVICES


4391 STURBRIDGE DRIVE
HARRISBURG,PA17110
  PC IMPROVE HEALTH AND WELLNESS OF PEOPLE IN NORTHEASTERN AND NORTH CENTRAL PA 12,500
SCRANTON COUNSELING CENTER


329 CHERRY STREET
SCRANTON,PA18505
  PC IMPROVE HEALTH AND WELLNESS OF PEOPLE IN NORTHEASTERN AND NORTH CENTRAL PA 12,500
Total .................................right arrow 3a 4,519,453
bApproved for future payment
Total ................................. right arrow 3b  
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 51  
4 Dividends and interest from securities ....     14 2,675,106  
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 ............
    18 2,809,651  
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) ..   5,484,808  
13Total. Add line 12, columns (b), (d), and (e)..................
13
5,484,808
(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.)
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
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow
PTIN
Firm's name SmallBullet
Firm's EIN SmallBullet
Firm's address SmallBullet


Phone no.
Form 990-PF (2023)
Additional Data


Software ID: 23017517
Software Version: 2023v5.0


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
ALLONE FOUNDATION
EIN:
30-0892103
Software ID:
23017517
Software Version:
2023v5.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEE 30,550 0 0 30,362

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2023 DepreciationSchedule
Name:
ALLONE FOUNDATION
EIN:
30-0892103
Software ID:
23017517
Software Version:
2023v5.0
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)
Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
FURNITURE AND FIXTURES 2019-02-25 2,708 1,484 SL 14.29 % 387      
FURNITURE AND FIXTURES 2019-04-23 17,823 9,336 SL 14.29 % 2,546      
TELEPHONE SYSTEM 2019-02-26 3,664 1,404 SL 10.00 % 366      
OFFICE EQUIPMENT 2019-02-22 1,099 843 SL 20.00 % 220      
COMPUTER EQUIPMENT 2020-01-02 6,726 4,035 SL 20.00 % 1,345      

TY 2023 InvestmentsOtherSchedule2
Name:
ALLONE FOUNDATION
EIN:
30-0892103
Software ID:
23017517
Software Version:
2023v5.0
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
MUTUAL FUNDS - FIXED INCOME FMV 18,300,173 18,300,173
MUTUAL FUNDS - EQUITY FMV 88,555,813 88,555,813
MONEY MARKET FUNDS FMV 2,731,990 2,731,990

TY 2023 LandEtcSchedule2
Name:
ALLONE FOUNDATION
EIN:
30-0892103
Software ID:
23017517
Software Version:
2023v5.0
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
Furniture and Fixtures 20,531 13,753 6,778 6,779
Machinery and Equipment 32,969 29,693 3,276 3,275


TY 2023 OtherAssetsSchedule
Name:
ALLONE FOUNDATION
EIN:
30-0892103
Software ID:
23017517
Software Version:
2023v5.0
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
RIGHT-OF-USE ASSET 49,576 7,111 7,111


TY 2023 OtherExpensesSchedule
Name:
ALLONE FOUNDATION
EIN:
30-0892103
Software ID:
23017517
Software Version:
2023v5.0
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE EXPENSES 30,495     30,111
Rental Expenses 26,012     26,012


TY 2023 OtherLiabilitiesSchedule
Name:
ALLONE FOUNDATION
EIN:
30-0892103
Software ID:
23017517
Software Version:
2023v5.0
Description Beginning of Year - Book Value End of Year - Book Value
LEASE LIABILITY 49,576 7,111


TY 2023 OtherProfessionalFeesSchedule
Name:
ALLONE FOUNDATION
EIN:
30-0892103
Software ID:
23017517
Software Version:
2023v5.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORY FEES 66,616 66,616 0 66,616


TY 2023 TaxesSchedule
Name:
ALLONE FOUNDATION
EIN:
30-0892103
Software ID:
23017517
Software Version:
2023v5.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF EXCISE TAXES 246,144      
PAYROLL TAXES 21,257     21,033