2025-07-22T10:12:03-07:00 2024-12-31 833089234 Edward W Stanks Jr CPA 150 Wellington Rd Shavertown PA 18708 990PF 2024-01-01 203150066 NESBITT FAMILY CHARITABLE FOUNDATION NESB 5706395492 62 42ND STREET DALLAS PA 18612 GERALDINE T NESBITT PRESIDENT 5706395492 2025-07-22 true EDWARD W STANKS JR CPA P00018918 5702889990 2025-07-22 X 2024 2025-03-06 01:10:19Z X 2692735 X 149952 15741 15741 61663 61663 0 0 0 227356 77404 0 2000 2000 16941 16941 1500 1500 0 106 106 20547 20547 0 136000 136000 156547 20547 136000 70809 56857 36170 48142 48142 0 0 303360 318598 316997 1498737 1085043 1724614 248498 685652 602982 0 0 0 0 0 0 2086765 2137435 2692735 0 0 0 0 0 X 2086765 2137435 2086765 2137435 2086765 2137435 2086765 70809 2157574 20139 2137435 WELLS FARGO AC 7240-0351 P 2019-06-15 2024-12-31 51874 0 54410 -2536 0 0 0 -2536 -2536 790 0 790 0 790 3713 0 3713 -3713 2923 2923 false false false false false false false false true PA false false true false false true N/A THE FOUNDATION 5706395492 62 42ND ST DALLAS PA 18612 false false false false false false false false false false false false false false false false false false false false GERALDINE T NESBITT 62 42ND STREET DALLAS PA 18612 PRES 5.00 0 0 0 SARA N GOMEZ 270 WHITE BIRCH LANE MOUNTAIN TOP PA 18707 DIRECTOR 0.00 0 0 0 EDWARD W STANKS JR CPA 458 WYOMING AVENUE KINGSTON PA 18704 TREAS 1.00 2000 0 0 BARBARA LEMMOND 58 LEHMAN AVE DALLAS PA 18612 DIRECTOR 0.00 0 0 0 ANTHONY BROOKS 72 WEST RIVER STREET Wilkes Barre PA 18702 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 NONE 0 NONE MADE 0 0 2568960 79765 0 2648725 0 2648725 39731 2608994 130450 130450 790 790 129660 129660 129660 136000 0 136000 129660 506 0 0 120000 0 120506 136000 0 136000 256506 0 0 0 129660 506 256000 0 0 120000 0 136000 GERALDINE T NESBITT PRESIDENT 62 42ND STREET DALLAS PA 18612 5706395492 THEY SHOULD BE IN LETTER FORM STATING THE NEEDS OF THE CHARITY THE BOARD MEETS IN NOVEMBER SO ALL REQUESTS SHOULD BE MAILED BY OCTOBER 31. THE CHARITY MUST BE LOCATED IN LUZERNE, LACKAWANNA, OR WYOMING COUNTIES OF PA. FORTY FORT PARK 26 POMONS STREET FORTY FORT PA 18704 CURRENT INSTALL PLAYGROUND EQUIPMENTAT FORTY FORT PARK 10000 FORK OVER LOVE 345 MARKET STREET KINGSTON PA 18704 CURRENT GRANT TO SUPPORTMEALS TO STRUGGLINGPEOPLE 5000 NE PHILHARMONIC 195 HANOVER ST WILKES BARRE PA 18711 CURRENT PROVIDE GRANTFOR CHILDRENS CONCERTSERIES 2500 WYOMING VALLEY CHILDRENS ASSOC 1133 WYOMING AVENUE FORTYFORT PA 18704 CURRENT PROVIDES EDUCATIONAL &THERAPEUTIC SERVICESTO CHILDREN 15000 WYOMING SEMINARY PREP SCHOOL 1560 WYOMING AVENUE FORTY FORT PA 18704 CURRENT SCHOLARSHIPS FOR CHILDREN 1ST THROUGH 8TH GRADE 10000 MTN TOP HOSE CO #1 14 WOODLAWN AVENUE MOUNTAINTOP PA 18707 CURRENT GRANT FOR THERMALIMAGING CAMERA 4000 WOMENS RESOURCE CENTER WYOMING AVE SCRANTON PA 18503 CURRENT PROVIDES SAFETY FORABUSED WOMEN 2500 DINNER FOR KIDS 84 S WYOMING AVENUE EDWARDSVILLE PA 18704 CURRENT PROVIDE DINNERS FORNEEDY CHILDREN WHODO NOT HAVE DINNER AT HOME 5000 BLUE CHIP FARM ANIMAL REFUGE 974 LOCKVILLE RD DALLAS PA 18612 CURRENT GRANT TO INCREASE SPACEFOR MORE KENNELSAND WARHOUSE SPACE 5000 NORTH BRANCH LAND TRUST 105 LT MICHAEL CLEARY DR DALLAS PA 18612 CURRENT GRANT TO PROVIDE FUNDSFOR COMMUNITY OUTREACH TOPRESERVE CONSERVATION OF LANDS 5000 GEISINGER COMMONWEALTH SCHOOL OF MEDICINE 525 PINE STREET SCRANTON PA 18509 CURRENT SCHOLARSHIP FUND FOR ADMITINGSTUDENTS TO THE MEDICAL SCHOOL 10000 FAMILY SERVICE ASSOC 31 WEST MARKET ST WILKES BARRE PA 18701 CURRENT PROVIDE A GRANT TO PROVIDE SUPPORT FOR PHONE REFERRALS FOR PEOPLE IN DISTRESS 2500 FM KIRBY CENTER 71 PUBLIC SQUARE WILKES BARRE PA 18701 CURRENT PROVIDE A GRANT FORLAUX YOUNG PEOPLESTHEATRE SERIES 5000 LEADERSHIP WILKES BARRE 4 PUBLIC SQUARE WILKES BARRE PA 18701 CURRENT GRANT FOR SCHOLARSHIPFOR PARTICIPANT 2000 OSTERHOUT FREE LIBRARY 71 S FRANKLIN ST WILKES BARRE PA 18701 CURRENT PROVIDE FUNDS FOR A GRANTTO HELP FUND A LOCALHISTORY BOOK FOR CHILDREN 5000 MISERICORDIA UNIVERSITY 301 LAKE ST DALLAS PA 18612 CURRENT PROVIDE FUNDS TOBUILD A NEW SCIENCE BLDG 15000 WILKES BARRE PRESERVATION SOCIETY 313 SOUTH RIVER STREET WILKES BARRE PA 18702 CURRENT GRANT TO PROVIDE PRINTINGA HISTORIC BOOK WHICH WILL FUNDRESTORATION OF HISTORIC HOUSE 5000 KEYSTONE MISSION PO BOX 470 SCRANTON PA 18501 CURRENT GRANT TO PROVIDE HOUSINGAND MEALS FOR HOMELESS 5000 PENN STATE WILKES BARRE 44 UNIVERSITY DRIVE DALLAS PA 18612 CURRENT GRANT TO PROVIDESCHOLARSHIP 10000 CASA OF WYOMING VALLEY 667 NORTH RIVER ST PALINS PA 18705 CURRENT GRANT TO PROVIDE OPERATING FUNDS FOR AGENCYWHO ADVOCATES FOR CHILDREN 5000 DRESS FOR SUCCESS 38 WEST MARKET STREET WILKES BARRE PA 18701 CURRENT GRANT TO PROVIDE CLOTHING FORUNEMPLOYED AND WOMEN IN NEED 2500 DOMESTIC VIOLENCE SVC CTR PO BOX 2177 WILKES BARRE PA 18703 CURRENT GRANT TO PROVIDE OEPRATINGFUNDS FOR DOMESTICVIOLENCE VICTIMS 2500 UNITED WAY OF WYOMING VALLEY 100 N PENNSYLVANIA AVE WILKES BARRE PA 18701 CURRENT GRANT TO PROVIDEREADING MATERIALS FORUNDERPRIVELIGE CHILDREN 2500 136000 14 15741 14 61663 77404 77404 false false false false false false false false false false X X 1 GERALDINE T NESBITT 62 42ND STREET DALLAS PA 18612 49952 X X EDWARD STANKS CPA TAX PREPARATION 2000 2000 LORD ABBETT BOND DEBENTURE 6.01% 45202 39686 LORD ABBETT FLOATING RATE FD 1 15107 14731 LORD ABBETT SHORT DURATION INCOME CL 1 79545 68606 NYLI MACKAY HIGH YLD CORP BD CL 1 67852 61680 NYLI MACKAY STRATEGIC BD FD 1 65079 60368 TEMPLETON GLOBAL BD FD CL R6 56012 33152 VICTORY FLOATING RATE CL Y 15102 13129 ISHARES IBOXX $ INV GRDE CORP BD 42242 37529 UNIFORM MBS POOL #SB8232 4.0% 39950 33662 TRUIST BK MTN CALL MAKE WHOLE 4.05% 1101 995 TRUIST BK MTN 3.3% 3/1/26 4735 4896 AMERICAN EXPRESS CO NOTE 2.55% 10457 10531 JP MORGAN DUE 5/06/30 3022 2841 US BANCORP MTN 2.215% 1/27/25 8380 8533 J.P. MORGAN CHASE 12/05/2029 6983 5880 PUBLIC SERVICE COLORADO DUE 1/15/31 9589 9180 NATIONAL RURAL UTILS CORP FIN BOND 3.9% 11/1/28 4851 4828 JOHNSON & JOHNSON SR UNSECURED DUE 3/1/26 9139 8799 TEXAS INSTRUMENTS INC DUE 9/15/31 10253 10054 ALABAMA POWER CO DUE 3/15/32 10279 9653 PUBLIC SERVICE CO COLD SER 37 BD 1643 1645 PACIFIC BOND CALL MAKE 3.5% 6/15/29 3385 2824 ALLSTATE CPN .750% DUE 12/15/25 5412 5786 BANK OF AMERICA CORP SER N MTN 4.271% 7/23/29 10534 9743 WALT DISNEY MED TRM NOTES DUE 7/30/26 12272 13441 GOLDMAN SACHS GRP INC NOTE 3.8% 3/15/30 9435 9378 BANK OF NEW YORK MELLON DUE 6/13/28 10696 10800 MASTERCARD DUE 3/26/30 6617 5607 DUKE ENERGY FLORIDA LLC CPN 2.538% DUE 9/1/29 8864 6857 ECOLAB INC NOTE CALL 4.8% 3/24/30 5121 5006 US BANCORP TERM NOTE DUE 4/26/28 925 970 ONCOR ELEC DELIV 3.7% DUE 11/15/28 3201 2885 STATE STREET CORP DUE 8/4/33 8905 8398 PNC BANK SUB DBNTR DUE 7/26/28 10383 10627 MIDAMERICAN ENERGY DUE 4/15/29 2769 2861 COCA COLA NOTE CALL 3.45% 3/25/30 6881 5660 VISA INC NOTE CALL 2.05% 4/15/30 3005 2623 NORTHERN TR CORP NOTE 1.95% 5/1/30 8264 7771 ISHARES TRUST 1-3 TREASUEY BD 36.91% 16932 16453 VANGUARD SCOTTSDALE FDS LT 5.19% 45528 34914 AFLAC INC 14231 46240 AMERICAN TOWER CORP 8400 18341 APPLE INC 36646 130365 APTAR GROUP INC 8433 25136 AT&T INC 22172 21632 AUTOMATIC DATA PROCESSING 14422 52960 BAXTER INTERNATIONAL INC 22162 14692 CORNING 28506 36339 CMS ENERGY CORP 3161 13298 COCA COLA COMPANY 16045 24445 COMMERCE BANCSHARES INC 12915 26940 CVS CAREMARK CORP 21601 13467 EMERSON ELECTRIC CO 10329 23671 GENERAL MILLS 6647 9566 JP MORGAN CHASE 17205 59928 EXXON MOBIL 13968 16269 INTEL CORP 16857 12099 INTERNATIONAL BUS MACHINES 18932 26596 JM SMUCKER CO 13551 16674 JOHNSON & JOHNSON 77533 82847 KELLANOVA 13584 22425 LEGETT & PLATT INC 9102 2891 LINDE PLC 16814 42830 LOWES COMPANIES 8414 43190 MCDONALDS CORP 8880 27694 MICROSOFT CORP 133653 256734 NEXTERA ENERGY INC 9318 39238 NORTHROP GRUMMAN CORP 8481 32981 PNC FINANCIAL SVCS 18540 39920 P&G INC 13959 33530 QUALCOMM INC 18166 37828 RTX CORP 16645 52926 REALTY INCOME CORP 5742 8850 SHELL PLC 15685 13287 SCHLUMBERGER LTD. 8445 4822 HOME DEPOT INC 13387 19569 WAST MANAGEMENT 50337 59541 TARGET CORP 13389 27916 UGI CORP 8293 11747 UNITED PARCEL SERVICE 11992 12770 US BANCORP NEW 18782 21858 3M 60431 54513 VERIZON COMMUNICATIONS 26867 22394 AMERICAN EUROPACIFIC GROWTH FD 3 30000 29782 JP MORGAN PFD SER FIXED 4.55% CALL 6/1/26 26189 20470 WK KELLOGG CO 862 1234 SOLVENTUM CORP 11048 6936 CENTER COAST BROOKFIELD MIDSTREAM FOCUS FUND 15778 14466 BANK AMER CORP 4.125% PFD 25600 18310 PRUDENTIAL 4.125% PFD 26250 18530 PRINCIPAL FDS MIDCAP DIV FD 30000 32887 AT&T INC 5% FXD CALL 12/12/24 26694 21040 318598 316997 LOSS ON INVESTMENT OF BONDS 17603 LOSS ON SALE OF SECURITIES 2536 POSTAGE 52 52 OFFICE SUPPLIES 54 54 WELLS FARGO ADVISORS ADVISORY FEE 6443 WELLS FARGO ADVISORS ADVISORY FEE 3184 MARNE WEALTH MGT ADVISORY FEE 2345 MARNE WEALTH MGT ADVISORY FEE 4969 TAX ON INV INCOME 1500 1500