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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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)612 JEFFERSON AVENUE
  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$17,775,098J 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 32 32  
4 Dividends and interest from securities... 1,191,417 1,191,417  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 210,179
b Gross sales price for all assets on line 6a 2,062,172
7 Capital gain net income (from Part IV, line 2)... 210,179
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........ 1,401,628 1,401,628  
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
5,150 0   5,150
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,600 0   0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
49,666 0   49,666
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 7 0   0
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
52,456 38,641   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 150,879 38,641   54,816
25 Contributions, gifts, grants paid....... 890,879 890,879
26 Total expenses and disbursements. Add lines 24 and 25 1,041,758 38,641   945,695
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 359,870
b Net investment income (if negative, enter -0-) 1,362,987
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 65,953 117,776 117,776
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).......... 14,732,044 Click to see attachment
List of Attached Documents:
// Content
15,040,091 		17,487,833
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) 14,967,486 15,327,356 17,775,098
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 14,967,486 15,327,356
29 Total net assets or fund balances (see instructions)..... 14,967,486 15,327,356
30 Total liabilities and net assets/fund balances (see instructions). 14,967,486 15,327,356
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
14,967,486
2
Enter amount from Part I, line 27a .....................
2
359,870
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
15,327,356
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
15,327,356
Form 990-PF (2024)
Form 990-PF (2024)
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 MAINSTAY FLOATING RATE D    
c MFS INTL INTRINSIC D    
d MFS INTL INTRINSIC D    
e PUTNAM ULTRA SHORT D    
FIRST EAGLE GLOBAL FUND D    
AMERICAN WASHINGTON D    
LOOMIS SAYLES GLOBAL D    
LOOMIS SAYLES GLOBAL 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 970,000   847,838 122,162
b 1   1 0
c 309,835   303,227 6,608
d 35,111   33,529 1,582
e 229,364   228,039 1,325
100,000   78,969 21,031
100,000   73,913 26,087
305,476   275,887 29,589
12,385   10,590 1,795
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       122,162
b       0
c       6,608
d       1,582
e       1,325
      21,031
      26,087
      29,589
      1,795
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 2 210,179
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 18,946
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 18,946
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 18,946
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 12,400
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 15,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 27,400
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 8,454
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow8,454 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 arrow612 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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
JENNIFER NOGI TRUSTEE
1.00 		10,000 0 0
612 JEFFERSON AVENUE
SCRANTON,PA18510
FRANK MCGRATH TRUSTEE
1.00 		10,000 0 0
612 JEFFERSON AVENUE
SCRANTON,PA18510
JED RUBENFELD TRUSTEE
1.00 		10,000 0 0
612 JEFFERSON AVENUE
SCRANTON,PA18510
DIANA HOLDRIDGE TRUSTEE
1.00 		10,000 0 0
612 JEFFERSON AVENUE
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 (2024)
Form 990-PF (2024)
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 (2024)
Form 990-PF (2024)
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
17,122,203
b
Average of monthly cash balances.......................
1b
313,703
c
Fair market value of all other assets (see instructions)................
1c
169,489
d
Total (add lines 1a, b, and c).........................
1d
17,605,395
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
17,605,395
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
264,081
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
17,341,314
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
867,066
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
867,066
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
18,946
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
18,946
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
848,120
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
848,120
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
848,120
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
945,695
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
945,695
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 848,120
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 137,016
b From 2020...... 88,751
c From 2021...... 143,731
d From 2022...... 84,065
e From 2023...... 182,400
f Total of lines 3a through e ........ 635,963
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 945,695
a Applied to 2023, 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 2024 distributable amount..... 848,120
e Remaining amount distributed out of corpus 97,575
5 Excess distributions carryover applied to 2024. 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 5 733,538
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		137,016
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		596,522
10 Analysis of line 9:
a Excess from 2020.... 88,751
b Excess from 2021.... 143,731
c Excess from 2022.... 84,065
d Excess from 2023.... 182,400
e Excess from 2024.... 97,575
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
SCRANTON AREA FOUNDATION
612 JEFFERSON AVENUE
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 (2024)
Form 990-PF (2024)
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

ADOPT A BOXER RESCUE

PO BOX 154
OLYPHANT,PA18447 		  PUBLIC FOR THE PURPOSE OF THE PUPPY MILL PROJECT 18,000

AGENCY FOR COMMUNITY EMPOWERMENT 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. 30,000

ALLIED SERVICES FOUNDATION

303 SMALLACOMBE DRIVE
CLARKS SUMMIT,PA18411 		  PUBLIC FOR THE PURPOSE OF ALLIED SERVICES PEDIATRICS OPERATIONAL SUPPORT. 12,500

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. 8,000

BOYS & GIRLS CLUB OF NORTHEASTERN PA

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

BREAD BASKET OF NORTHEAST PENNSYLVANIA

550 MADISON AVENUE
SCRANTON,PA18510 		  PUBLIC FOR THE PURPOSE OF FOOD PANTRY SUPPORT. 5,000

DELAWARE RIVERKEEPER NETWORK

925 CANAL ST SUITE 3701
BRISTOL,PA19007 		  PUBLIC FOR THE PURPOSE OF SECURING STRONGER STREAM PROTECTIONS THROUGH LAND PRESERVATION PRACTICES, AND RAISING AWARENESS OF THE COMMUNITY BENEFITS OF COUPLING ANTIDEGRADATION AND LAND PRESERVATION. 9,000

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

300 LACKAWANNA AVENUE SUITE 204
SCRANTON,PA18503 		  PUBLIC FOR THE PURPOSE OF THE DRESS FOR SUCCESS LACKAWANNA'S EMPOWERMENT ONLINE: VIRTUAL SUITING AND CAREER DEVELOPMENT. 10,000

DUNMORE BOROUGH COUNCIL

400 S BLAKELY ST
DUNMORE,PA18509 		  PUBLIC FOR THE PURPOSE OF FERAL CAT TNR. 4,000

ELAN GARDENS INC

465 VENARD ROAD
CLARKS SUMMIT,PA18411 		  PUBLIC FOR THE PURPOSE OF RESTRUCTURING AND GROWING ELAN GARDENS MEMORY CARE SPACE. 30,000

ELECTRIC CITY STEEL DRUM PROJECT

300 LACKAWANNA AVE
SCRANTON,PA18503 		  PUBLIC FOR THE PURPOSE OF THE STEEL OF HONOR PROGRAM; SUPPORTING VETERANS THROUGH MUSIC. 3,000

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. 8,000

FRATERNITE NOTRE DAME

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

GAIT EQUINE ASSISTED SERVICES

314 FOSTER HILL ROAD
MILFORD,PA18337 		  PUBLIC FOR THE PURPOSE OF VETERANS WITH HORSES (VWH) FELLOWSHIP. 3,000

GREATER SCRANTON YMCA

706 NORTH BLAKELY STREET
DUNMORE,PA18512 		  PUBLIC FOR THE PURPOSE OF GREATER SCRANTON YMCA - CHILD CARE FINANCIAL ASSISTANCE. 10,000

INDRALOKA ANIMAL SANCTUARY

336 OAK DRIVE
DALTON,PA18414 		  PUBLIC FOR THE PURPOSE OF NEPA RESCUE VETERINARY CLINIC 50,000

JEWISH COMMUNITY CENTER OF SCRANTON

601 JEFFERSON AVE
SCRANTON,PA18510 		  PUBLIC FOR THE PURPOSE OF THE JCC SWIMMING POOL RENOVATION. 62,500

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 37TH ANNUAL TEEN SYMPOSIUM ON THE HOLOCAUST PRESENTED BY HERC AND THE JEWISH FEDERATION OF NEPA. 23,000

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

JEWISH RESOURCE CENTER OF THE POCONOS INC

1210 N 5TH STREET
STROUDSBURG,PA18360 		  PUBLIC FOR THE PURPOSE OF JEWISH RESOURCE CENTER OF THE POCONOS CAPITAL IMPROVEMENTS. 20,000

JOBSFIRSTNYC

11 PARK PLACE SUITE 1106
NEW YORK,NY10007 		  PUBLIC FOR THE PURPOSE OF COMMUNITY INSPIRED NETWORKS FOR CHANGE (COMMUNITYINC): JOBSFIRSTNEPA 25,000

JOHNSON COLLEGE

3427 N MAIN AVENUE
SCRANTON,PA18508 		  PUBLIC FOR THE PURPOSES OF JOHNSON COLLEGE MILITARY AND VETERANS' RESOURCE CENTER ($5,000), STUDENT SAFETY NET ($3,000), AND RETURN OF FUNDS PER GRANT AGREEMENT (-$199). 7,801

JUNIOR ACHIEVEMENT OF NEPA

600 BALTIMORE DRIVE 2ND FLOOR
WILKESBARRE,PA18702 		  PUBLIC FOR THE PURPOSE OF JUNIOR ACHIEVEMENT CAREER PATHWAYS TO ECONOMIC MOBILITY 15,000

LACAWAC SANCTUARY ENVIRONMENTAL EDUCATION CENTER

94 SANCTUARY ROAD
LAKE ARIEL,PA18436 		  PUBLIC FOR THE PURPOSES OF AT EASE: ART AND NATURE FOR VETERANS AND MILITARY COMMUNITY ($5,000) AND WATER QUALITY IN ACTION: A HANDS-ON, CITIZEN-LED APPROACH TO PROMOTING GOOD WATER QUALITY STEWARDSHIP($8,000). 13,000

MEALS ON WHEELS OF NEPA

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

METAMORPHOSIS WOMEN'S EMPOWERMENT INITIATIVE

804 SARAH STREET SUITE 308
EAST STROUDSBURG,PA18360 		  PUBLIC FOR THE PURPOSE OF METAMORPHOSIS WOMEN'S EMPOWERMENT INITIATIVE CASE MANAGEMENT ENHANCEMENT 5,000

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. 2,500

NATIVITYMIGUEL SCHOOL OF SCRANTON

2300 ADAMS AVE
DUNMORE,PA18509 		  PUBLIC FOR THE PURPOSE OF THE NATIVITYMIGUEL SCHOOL OF SCRANTON EXTENDED DAY PROGRAM. 5,000

NEIGHBORWORKS NORTHEASTERN PENNSYLVANIA

815 SMITH STREET
SCRANTON,PA18504 		  PUBLIC FOR THE PURPOSE OF SHARED EQUITY HOUSING PLANNING CAPACITY 20,000

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 COMMUNITY PROGRAM. 12,000

NEW HYTES

61 GOULD LANE
BRANFORD,CT06405 		  PUBLIC FOR THE PURPOSE OF NEW HYTES CAPITAL CAMPAIGN 50,000

NORTH SHORE ANIMAL LEAGUE

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

NORTHEAST PA AREA HEALTH EDUCATION CENTER

164 SCRANTON CARBONDALE HIGHWAY
ARCHBALD,PA18403 		  PUBLIC FOR THE PURPOSE OF NATIONAL HEALTH CORPS COMMUNITY HEALTH FELLOWSHIP (NHCCHF) 20,000

NORTHEASTERN PENNSYLVANIA EDUCATIONAL TELEVISION ASSOCIATION

100 WVIA WAY
PITTSTON,PA18640 		  PUBLIC FOR THE PURPOSE OF KEYSTONE EDITION HEALTH - MICROPLASTICS 5,000

OUTREACH CENTER FOR COMMUNITY RESOURCES

431 N 7TH AVE
SCRANTON,PA18503 		  PUBLIC FOR THE PURPOSE OF SUPPORT FOR ADULT GED TO PROVIDE PATHWAYS OUT OF POVERTY. 20,000

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, NUTRITION EDUCATION/FOOD DEMONSTRATION,AND TRANSPORTATION ASSISTANCE TO ALLEVIATE FINANCIAL HARDSHIPS FOR TWCCH PATIENTS AND THE COMMUNITY WE SERVE. 10,000

PAWSITIVELY FOR THE ANIMALS

3265 GREENWOOD AVE
SCRANTON,PA18505 		  PUBLIC FOR THE PURPOSE OF THE BOW MEOW PET EMERGENCY FUND. 12,000

PROVIDENCE PREGNANCY CENTER

1660 N MAIN AVE
SCRANTON,PA18508 		  PUBLIC FOR THE PURPOSE OF CASA DE MARIA MATERNITY HOME RENOVATIONS. 5,000

QUIGLEY'S SHELTER PET'S INC

1509 MADISON AVE
DUNMORE,PA18509 		  PUBLIC FOR THE PURPOSE OF VETERINARY CARE FOR RESCUED ANIMALS. 5,000

SAINT JOSEPHS CENTER

2010 ADAMS AVE
SCRANTON,PA18509 		  PUBLIC FOR THE PURPOSE OF WALSH MANOR AND MOTHER INFANT OPERATIONAL SUPPORT. 5,000

SCRANTON ANIMAL SHELTER ASSOCIATION INC

815 UNION ST
TAYLOR,PA18715 		  PUBLIC FOR THE PURPOSE OF FERAL/STRAY CAT CARE. 2,500

SCRANTON AREA COMMUNITY FOUNDATION

615 JEFFERSON AVE
SCRANTON,PA18510 		  PUBLIC FOR THE PURPOSE OF THE NEPA ANIMAL WELFARE COLLABORATIVE FERAL CAT PROGRAM AND NEPA GIVES. 25,536

SCRANTON FIRE DEPARTMENT

340 NORTH WASHINGTON AVENUE
SCRANTON,PA18503 		  PUBLIC FOR THE PURPOSE OF SCRANTON FIRE DEPARTMENT ENGINE 9 TRUCK 4. 1,000

SCRANTON UNICO CHAPTER

PO BOX 278
SCRANTON,PA18512 		  PUBLIC FOR THE PURPOSE OF THE UNICO NATIONAL SCRANTON CHAPTER & CPT, JAMES R. MINICOZZI MEMORIAL RACE. 2,000

SERVING SENIORS INC

116 NORTH WASHINGTON AVENUE SUITE
2E
SCRANTON,PA18508 		  PUBLIC FOR THE PURPOSE OF PATIENT ADVOCATE PROGRAM. 4,000

SOS PET RESCUE

305 ROSETO AVENUE 1014
ROSETO,PA18013 		  PUBLIC FOR THE PURPOSE OF SOS PET RESCUE OPERATIONAL SUPPORT. 2,500

ST CATS AND DOGS OF SCRANTON

1900 EAST GIBSON ST
SCRANTON,PA18510 		  PUBLIC FOR THE PURPOSE OF ST. CATS AND DOGS OF NAY AUG OPERATIONAL SUPPORT. 14,000

TEMPLE ISRAEL OF SCRANTON

918 E GIBSON ST
SCRANTON,PA18510 		  PUBLIC FOR THE PURPOSE OF COMMUNITY DINNERS AND CEMETERY MAINTENANCE. 46,542

THE ARC OF NORTHEASTERN PA

115 MEADOW AVE
SCRANTON,PA18505 		  PUBLIC FOR THE PURPOSE OF SECONDARY TRANSITION AND EDUCATIONAL TRAININGS TO SUPPORT CHILDREN, ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES (IDD) AND THEIR FAMILIES. 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. 25,000

THE CONGREGATION OF THE SISTERS OF THE IMMACULATE HEART OF MARY

2300 ADAMS AVENUE
SCRANTON,PA18509 		  PUBLIC FOR THE PURPOSE OF EVERYDAY ENGLISH FOR ADULTS COLLABORATIVE COMMUNITY PROGRAM. 8,000

THE GREATER SCRANTON CHAMBER OF COMMERCE

PO BOX 431 222 MULBERRY STREET
SCRANTON,PA18501 		  PUBLIC FOR THE PURPOSE OF SKILLS IN SCRANTON BUSINESS EDUCATION PARTNERSHIP PROGRAMMATIC SUPPORT. 15,000

THE HUMANE SOCIETY OF LACKAWANNA DBA GRIFFIN POND ANIMAL SHELTER

967 GRIFFIN POND ROAD
SOUTH ABINGTON,PA18411 		  PUBLIC FOR THE PURPOSE OF THE ROBERT H. SPITZ FOUNDATION RECOVERY ROOM. 15,000

THE HUMANE SOCIETY OF WYOMING COUNTY INC

231 ORCHARD DRIVE
FALLS,PA18615 		  PUBLIC FOR THE PURPOSE OF THE HUMANE SOCIETY OF WYOMING COUNTY 2024 SPAY/NEUTER PROGRAM GRANT. 2,500

THE INSTITUTE

169 NORTH PENNSYLVANIA AVE
WILKESBARRE,PA18701 		  PUBLIC FOR THE PURPOSE OF BREAKING THE CYCLE OF POVERTY. 10,000

THE SALVATION ARMY

701 NORTH BROAD ST
PHILADELPHIA,PA19123 		  PUBLIC FOR THE PURPOSE OF THE SALVATION ARMY SCRANTON - RENTAL/UTILITY EMERGENCY SUPPORT. 5,000

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 PROGRAM OPERATIONAL SUPPORT. 25,000

UNITED NEIGHBORHOOD CENTERS OF NEPA

425 ALDER ST
SCRANTON,PA18505 		  PUBLIC FOR THE PURPOSE OF EMERGENCY ASSISTANCE PROGRAM. 15,000

VALLEY YOUTH HOUSE

3400 HIGH POINT BLVD
BETHLEHEM,PA18017 		  PUBLIC FOR THE PURPOSE OF THE VALLEY YOUTH HOUSE RAPID RE-HOUSING PROGRAM FOR YOUTH EXPERIENCING HOMELESSNESS IN LACKAWANNA COUNTY. 10,000

WARRIOR STRONG INC

311 ADAMS AVE
SCRANTON,PA18503 		  PUBLIC FOR THE PURPOSE OF WARRIOR STRONG VETERANS INCLUSIVE PROGRAM. 12,000

WAYNE COUNTY COMMUNITY FOUNDATION

918 CHURCH STREET SUITE F
HONESDALE,PA18431 		  PUBLIC FOR THE PURPOSE OF CONGREGATION BETH ISRAEL'S 175TH ANNIVERSARY. 8,000

WOMEN'S RESOURCE CENTER

PO BOX 975
SCRANTON,PA18501 		  PUBLIC FOR THE PURPOSE OF WRC OPERATIONAL SUPPORT ($5,000) AND WRC PET PROGRAM OPERATIONAL SUPPORT ($6,000). 11,000
Total .................................right arrow 3a 890,879
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 32  
4 Dividends and interest from securities ....     14 1,191,417  
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 ............ 		    14 210,179  
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 1,401,628 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,401,628
(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 $210,179.
Form 990-PF (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 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 3,600 0   0

TY 2024 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 2024 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 15,040,091 17,487,833

TY 2024 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 5,150 0   5,150


TY 2024 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 38,641 38,641   0
HEADQUARTERS EXPENSES 13,047 0   0
OTHER EXPENSES 768 0   0


TY 2024 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 49,666 0   49,666