2026-06-11T14:03:32-07:00 2025-12-31 833089234 Edward W Stanks Jr CPA 150 Wellington Rd Shavertown PA 18708 990PF 2025-01-01 203150066 NESBITT FAMILY CHARITABLE FOUNDATION NESB 5706395492 62 42ND STREET DALLAS PA 18612 EDWARD W STANKS JR TREASURER 5706395492 2026-06-11 true Edward W Stanks Jr CPA P00018918 5702889990 2026-06-11 X 2025 2025-03-06 01:10:19Z X 3057440 X 197964 19611 19611 67368 67368 -6895 26856 0 0 0 278048 86979 0 2500 2500 17984 17984 992 992 0 134 134 21610 21610 0 146500 146500 168110 21610 146500 109938 65369 48142 64144 64144 0 0 318598 342819 351873 1085043 1291969 2423635 685652 217007 217788 0 0 0 0 0 0 2137435 1915939 3057440 0 0 0 0 0 X 2137435 1915939 2137435 1915939 2137435 1915939 2137435 109938 2247373 331434 1915939 MARNE WEALTH MANAGEMENT AC WVM-013616 P 2020-06-15 2025-12-31 11233 0 14183 -2950 0 0 0 -2950 MARNE WEALTH MANAGEMENT AC WVM-013601 P 2020-06-15 2025-12-31 15623 0 19568 -3945 0 0 0 -3945 -6895 909 0 909 0 909 2923 0 2923 -2923 2014 2014 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 150 WELLINGTON RD SHAVERTOWN PA 18708 TREAS 1.00 2500 0 0 BARBARA LEMMOND 58 LEHMAN AVE DALLAS PA 18612 DIRECTOR 0.00 0 0 0 ANTHONY BROOKS 313 SOUTH RIVER STREET Wilkes Barre PA 18702 DIRECTOR 0.00 0 0 0 EDWARD S KOPEC 11 WEST TURNER STREET FORTY FORT PA 18704 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 NONE 0 NONE MADE 0 0 2802219 106965 0 2909184 0 2909184 43638 2865546 143277 143277 909 909 142368 142368 142368 146500 0 146500 142368 0 0 120000 0 136000 256000 146500 0 146500 402500 0 0 0 142368 0 402500 0 120000 0 136000 146500 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. LANDS HILLSIDE FARMS 65 HILLSIDE RD SHAVERTOWN PA 18708 NC THERAPEUTIC SERVICESPROVIDED FOR CHILDREN 5500 FORK OVER LOVE 345 MARKET STREET KINGSTON PA 18704 NC GRANT TO SUPPORTMEALS TO STRUGGLINGPEOPLE 4500 NE PHILHARMONIC 195 HANOVER ST WILKES BARRE PA 18711 NC PROVIDE GRANTFOR CHILDRENS CONCERTSERIES 3500 WYOMING VALLEY CHILDRENS ASSOC 1133 WYOMING AVENUE FORTYFORT PA 18704 NC PROVIDES EDUCATIONAL &THERAPEUTIC SERVICESTO CHILDREN 15000 WYOMING SEMINARY PREP SCHOOL 1560 WYOMING AVENUE FORTY FORT PA 18704 NC SCHOLARSHIPS FOR CHILDREN 1ST THROUGH 8TH GRADE 10000 LEHMAN SANCTUARY 261 JACKSON RD SHAVERTOWN PA 18708 NC RESTORE NATIVE VEGATATIONIN ORDER TO HAVE FIELD TRIPFOR STUDENTS & PUBLIC AT LARGE 2500 WOMENS RESOURCE CENTER WYOMING AVE SCRANTON PA 18503 NC PROVIDES SAFETY FORABUSED WOMEN 5000 DINNER FOR KIDS 84 S WYOMING AVENUE EDWARDSVILLE PA 18704 NC PROVIDE DINNERS FORNEEDY CHILDREN WHODO NOT HAVE DINNER AT HOME 9500 VOLUNTEERS OF AMERICA 25 N RIVER ST WILKES BARRE PA 18702 NC GRANT TO PROVIDE FUNDSFOR DOOR TO DOOR MEDICALTRIPS FOR SENIORS IN NEED 1000 CORI'S PLACE 495 WYOMING ST HANAOVER TWP PA 18706 NC GRANT TO PROVIDE FUNDS TO SUPPORTVOLUNTEERS WHO TAKE CAREOF SPECIAL NEEDS DAILY TASKS 10000 GEISINGER COMMONWEALTH SCHOOL OF MEDICINE 525 PINE STREET SCRANTON PA 18509 NC SCHOLARSHIP FUND FOR ADMITINGSTUDENTS TO THE MEDICAL SCHOOL 5000 GREATER WYOMING VALLEY AREA YMCA 40 W NORTHAMPTON ST WILKES BARRE PA 18701 NC PROVIDE A GRANT TO PROVIDE SUPPORT FOR Y WALK WEDNESDAYSTO TOUR WILKES BARRE 2500 FM KIRBY CENTER 71 PUBLIC SQUARE WILKES BARRE PA 18701 NC PROVIDE A GRANT FORLAUX YOUNG PEOPLESTHEATRE SERIES 5000 LEADERSHIP WILKES BARRE 4 PUBLIC SQUARE WILKES BARRE PA 18701 NC GRANT FOR SCHOLARSHIPFOR PARTICIPANT 2500 ANTHRACITE HERITAGE FDN 67-69 PUBLIC SQUARE WILKES BARRE PA 18701 NC PROVIDE FUNDS FOR A GRANT TO MAKEA WALL F HEROES TO CONTAIN NAMESOF MINERS WHO RECEIVED CARNEGIE AWARDS 2500 MISERICORDIA UNIVERSITY 301 LAKE ST DALLAS PA 18612 NC PROVIDE FUNDS TOBUILD A NEW SCIENCE BLDG 15000 RONALD MCDONALD HOUSE 322 WHEELER AVE SCRANTON PA 18510 NC PROVIDE FUNDS TO HOUSEFAMILIES OF CRITICALLY ILL CHILDRENNEAR THEIR HOSPITAL OF CARE 10000 MEALS ON WHEELS 190 S SPRAGUE AVENUE KINGSTON PA 18704 NC PROVIDE GRANT TO PROVIDEMEALS FOR HOMEBOUND CLIENTSAND PROVIDE SOCIA;IZATION TO THEM 4500 PENN STATE WILKES BARRE 44 UNIVERSITY DRIVE DALLAS PA 18612 NC GRANT TO PROVIDESCHOLARSHIP 10000 CEO WEINBERG FOOD BANK 165 AMBER LANE WILKES BARRE PA 18701 NC GRANT TO PROVIDE FUNDS FOR FOOD BANK 4500 BREAD BASKET OF NEPA 712 LINDEN ST SCRANTON PA 18503 NC GRANT TO PROVIDEFUNDS FOR FOOD BANK 4500 BACK MOUNTAIN FOOD PANTRY 40 KNOB HILL SHAVERTOWN PA 18708 NC GRANT TO PROVIDEFUNDS FOR FOOD BANK 4500 UNITED WAY OF WYOMING VALLEY 100 N PENNSYLVANIA AVE WILKES BARRE PA 18701 NC GRANT TO PROVIDEREADING MATERIALS FORUNDERPRIVELIGE CHILDREN 5000 ST STEPHEN'S EPISCOPALIAN CHURCH 35 S FRANKLIN ST WILKES BARRE PA 18701 NC GRANT TO PROVIDEFUNDS FOR FOOD BANK 4500 146500 14 19611 14 67368 86979 86979 false false false false false false false false false false X X 1 GERALDINE T NESBITT 62 42ND STREET DALLAS PA 18612 49205 X 2 ABRAM NESBITT IV 62 42ND STREET DALLAS PA 18612 48759 X EDWARD STANKS CPA TAX PREPARATION 2500 2500 JOHNSON & JOHNSON SR UNSECURED DUE 3/1/26 8886 8979 TRUIST BK MTN 3.3% 5/15/26 4735 4986 WALT DISNEY MED TRM NOTES DUE 7/30/26 8766 9890 AMERICAN EXPRESS CO NOTE 2.55% 10457 10841 US BANCORP MTN 2.215% 1/27/28 8380 8839 NATIONAL RURAL UTIL 2/7/28 3.4% 1965 1980 US BANCORP TERM NOTE DUE 4/26/28 925 1001 PNC BANK SUB DBNTR DUE 7/26/28 10383 11016 NATIONAL RURAL UTILS CORP FIN BOND 3.9% 11/1/28 4851 4996 ONCOR ELEC DELIV 3.7% DUE 11/15/28 10964 10927 MIDAMERICAN ENERGY DUE 4/15/29 2769 2964 PACIFIC BOND CALL MAKE 3.5% 6/15/29 3167 2912 BANK OF AMERICA CORP SER N MTN 4.271% 7/23/29 10197 10046 DUKE ENERGY FLORIDA LLC CPN 2.538% DUE 9/1/29 7560 5678 J.P. MORGAN CHASE 12/05/2029 6479 6062 GOLDMAN SACHS GRP INC NOTE 3.8% 3/15/30 9435 9842 ECOLAB INC NOTE CALL 4.8% 3/24/30 5071 5127 COCA COLA NOTE CALL 3.45% 3/25/30 7375 6865 MASTERCARD DUE 3/26/30 8217 7812 VISA INC NOTE CALL 2.05% 4/15/30 3002 2780 NORTHERN TR CORP NOTE 1.95% 5/1/30 8264 8232 JP MORGAN CHASE 5/6/30 3.7% 3013 2955 PUBLIC SERVICE CO COLD SER 36 BD 9589 9789 PUBLIC SERVICE CO COLD SER 37 BD 1643 1760 TEXAS INSTRUMENTS 9/15/31 1.9% 10253 10648 ALABAMA POWER CO DUE 3/15/32 10279 10207 STATE STREET CORP DUE 8/4/33 8905 8827 CISCO SYS 2/24/35 5.1% 10283 10274 PUBLIC STORAGE 7/1/35 5.% 9920 10161 BANK OF NEW YORK MELLON DUE 11/20/35 5.22% 11274 11392 AFLAC INC 14231 49293 AMERICAN TOWER CORP 8400 17557 APPLE INC 36646 141527 APTAR GROUP INC 8433 19514 AT&T INC 22172 23598 AUTOMATIC DATA PROCESSING 15545 47508 AT&T DEP RP PFD 26694 20140 CORNING 28506 66958 CMS ENERGY CORP 3161 13952 COCA COLA COMPANY 16045 27449 COMMERCE BANCSHARES INC 12915 23761 BANK AMERICA CORP DP PFD 25600 17170 EMERSON ELECTRIC CO 10329 25350 EXXON MOBIL CORP 13968 18200 JP MORGAN CHASE 26189 148932 HOME DEPOT 13387 17311 INTEL CORP 16857 22267 INTERNATIONAL BUS MACHINES 18932 35837 SMUCKER JM CO COM 13551 14810 JOHNSON & JOHNSON 0 118554 PRUDENTIAL FINANCIAL INC CAL NT 26184 17250 LEGETT & PLATT INC 9102 3313 LINDE PLC 16814 43620 LOWES COMPANIES 8414 42203 MCDONALDS CORP 8880 29198 MICROSOFT CORP 0 342933 NEXTERA ENERGY INC 9318 43939 NORTHROP GRUMMAN CORP 8481 40073 PNC FINANCIAL SVCS 18540 43207 P&G INC 13959 28662 QUALCOMM INC 18166 42120 RTX CORP 16644 83880 REALTY INCOME CORP 5585 9340 SHELL PLC 15685 15584 SLB LTD TRADING 8445 4827 TARGET CORP 13389 20187 UGI CORP 8293 15576 UPS 11991 10045 US BANCORP 18781 24385 VERIZON COMMUNICATIONS 26867 22809 WASTE MGT 50337 64829 3M 60431 67607 AMERICAN EUPAC F3 30000 33592 LORD ABBETT BOND DEBENTURE CL F3 47389 42800 LORD ABBETT FLOATING RATE FD CL F3 16033 15495 LORD ABBETT SHIRT DURATION INCOME F3 82722 72322 CENTER COAST BROOKFIELD MIDSTREAM FOCUS FUND 15778 14058 NYLI MACKAY HIGH YIELD CORP BD FD 67852 61799 NYLI MACKAY STRATEGIC BD FD 65079 62057 PRINCIPAL FDS MIDCAP DIV FD 30000 34622 TEMPLETON GLOBAL BD FD 54781 36493 VICTORY FLOATING RATE CL Y 15102 12803 INVESCO QQQ TR UNIT SER 1 56663 61577 ISHARES IBOXX $ INV GRADE 42243 38706 ISHARES TRUST 1-3 YR TREASURY 16932 16622 VANGUARD SCOTTSDALE FDS 45528 35414 342819 351873 TO ADJ COST TO AGREE TO MARNE AC OF CONTRIBUTED STOCK NOT SOLD 324539 LOSS ON SALE OF SECURITIES 6895 POSTAGE 72 72 OFFICE SUPPLIES 62 62 MARNE AC WVM-013616 ADVISORY FEE 12702 MARNE AC WVM-013601 ADVISORY FEE 5282 TAX ON INV INCOME 992 992