N J AND J FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- N J AND J FAMILY FOUNDATION INC (EIN 46-3703833)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-21
- IRS object ID
- 202501119349100910
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-21T15:14:22-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 541631262 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEITER STEPHENS HURST GARY & SHREAVES | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4401 DOMINION BLVD | AddressLine1Txt |
| City | GLEN ALLEN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23060 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 463703833 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | N J AND J FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NJAN | BusinessNameControlTxt |
| Phone | 8042703500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 784 TRAMORE LANE | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY WHITE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8042703500 | PhoneNum |
| Signature | 2025-04-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | A PAUL HECKMAN | PreparerPersonNm |
| PTIN | P00404992 | PTIN |
| Phone | 8047470000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,637,597 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $4 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $69,921 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $73,038 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $177,667 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $942,195 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $177,667 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $247,592 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $250,709 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $899 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,590 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $26,364 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $26,364 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Net Invst Incm | $247 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $28,853 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $26,611 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $255,765 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $255,765 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $284,618 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $26,611 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $255,765 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$37,026 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $224,098 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $92,986 | CashBOYAmt |
| Cash EOY | $102,458 | CashEOYAmt |
| Cash EOYFMV | $102,458 | CashEOYFMVAmt |
| Other Investments BOY | $1,609,530 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,577,032 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,535,139 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,702,516 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,679,490 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,637,597 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,702,516 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,679,490 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,702,516 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,679,490 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,702,516 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,679,490 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,702,516 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$37,026 | ExcessRevenueOverExpensesAmt |
| Other Increases | $14,000 | OtherIncreasesAmt |
| Subtotal | $1,679,490 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,679,490 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| ALPHABET INC | P | $22,451 | $4,842 | $17,609 | $17,609 |
| APPLE INC | P | $50,964 | $5,125 | $45,839 | $45,839 |
| APPLE INC | P | $27,774 | $2,510 | $25,264 | $25,264 |
| EMBECTA CORP REG SHS | P | $306 | $466 | -$160 | -$160 |
| EMBECTA CORP REG SHS | P | $178 | $296 | -$118 | -$118 |
| ISHARES CORE US AGGREGATE BOND | P | $48,935 | $57,652 | -$8,717 | -$8,717 |
| ISHARES CORE US AGGREGATE BOND | P | $274,035 | $262,735 | $11,300 | $11,300 |
| ISHARES TR GOLDMAN SACHS CORP | P | $29,858 | $29,415 | $443 | $443 |
| ISHARES RUSSELL 1000 GROWTH ETF | P | $41,329 | $19,845 | $21,484 | $21,484 |
| ISHARES US PREFERRED STOCK ETF | P | $48,427 | $58,433 | -$10,006 | -$10,006 |
| ISHARES FLOATING RATE BOND ETF | P | $41,623 | $41,382 | $241 | $241 |
| ISHARES US PREFERRED STOCK ETF | P | $64,569 | $60,080 | $4,489 | $4,489 |
| ISHARES FLOATING RATE BOND ETF | P | $133,550 | $133,086 | $464 | $464 |
| ISHARES FLOATING RATE BOND ETF | P | $2,298 | $2,290 | $8 | $8 |
| MASTERCARD INC | P | $15,267 | $3,271 | $11,996 | $11,996 |
| MASTERCARD INC | P | $31,012 | $7,304 | $23,708 | $23,708 |
| MICROSOFT CORP | P | $28,199 | $4,365 | $23,834 | $23,834 |
| MICROSOFT CORP | P | $14,445 | $2,215 | $12,230 | $12,230 |
| PIMCO INCOME FUND | P | $36,837 | $39,977 | -$3,140 | -$3,140 |
| VANGUARD INTERMEDIATE TERM CORP | P | $30,138 | $29,239 | $899 | $899 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $177,667 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,115 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,115 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,115 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,314 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,314 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $801 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | NANCY WHITE | IndividualWithBooksNm |
| Phone | 8042703500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 784 TRAMORE LANE | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| NANCY WHITE | ||||||||
| 784 TRAMORE LANE | NAPLES | FL | 34108 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| JODI TIMNA | ||||||||
| 784 TRAMORE LANE | NAPLES | FL | 34108 | SECRETARY | 0.50 | $0 | $0 | $0 |
| JILL LEVINE | ||||||||
| 784 TRAMORE LANE | NAPLES | FL | 34108 | TREASURER | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,525,685 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $178,357 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,704,042 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,704,042 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $40,561 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,663,481 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $133,174 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $133,174 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,115 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,115 | TotalTaxAmt |
| Distributable Before Adj | $130,059 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $130,059 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $130,059 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $255,765 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $255,765 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $130,059 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $129,102 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $72,258 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $58,501 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $259,861 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $255,765 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $130,059 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $125,706 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $385,567 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $129,102 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $256,465 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $72,258 | ExcessFromYear4Amt |
| Excess From Year1 | $58,501 | ExcessFromYear1Amt |
| Excess From Current Year | $125,706 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | NANCY WHITE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 784 TRAMORE LANE | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8042703500 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARTIS NAPLES | |||||||
| 5833 PELICAN BAY BOULEVARD | NAPLES | FL | 34108 | NONE | PC | GENERAL PURPOSES | $10,000 |
| CONGREGATION OF BETH AHABAH | |||||||
| 1121 W FRANKLIN STREET | RICHMOND | VA | 23220 | NONE | PC | GENERAL PURPOSES | $53,060 |
| CONSERVANCY OF SOUTHWEST FLORIDA | |||||||
| 1495 SMITH PRESERVE WAY | NAPLES | FL | 34102 | NONE | PC | GENERAL PURPOSES | $10,400 |
| DAVID LAWRENCE CENTER | |||||||
| 6075 BATHEY LANE | NAPLES | FL | 34116 | NONE | PC | GENERAL PURPOSES | $62,500 |
| JEWISH FEDERATION OF CHICAGO | |||||||
| 30 S WELLS STREET | CHICAGO | IL | 60602 | NONE | PC | GENERAL PURPOSES | $1,000 |
| JEWISH FEDERATION OF GREATER NAPLES | |||||||
| 2500 VANDERBILT BEACH RD | NAPLES | FL | 34109 | NONE | PC | GENERAL PURPOSES | $5,000 |
| NAPLES BOTANICAL GARDEN | |||||||
| 4820 BAYSHORE DRIVE | NAPLES | FL | 34112 | NONE | PC | GENERAL PURPOSES | $23,650 |
| NCH CENTER FOR PHILANTHROPY | |||||||
| 350 7TH STREET N | NAPLES | FL | 34102 | NONE | PC | GENERAL PURPOSES | $5,000 |
| NEIGHBORHOOD HEALTH CLINIC | |||||||
| 88 12TH ST N SUITE 100 | NAPLES | FL | 34102 | NONE | PC | GENERAL PURPOSES | $1,000 |
| SHELTER FOR ABUSED WOMEN & CHILDREN | |||||||
| PO BOX 10102 | NAPLES | FL | 34101 | NONE | PC | GENERAL PURPOSES | $27,500 |
| TEMPLE SHALOM CHICAGO | |||||||
| 3480 N LAKE SHORE DRIVE | CHICAGO | IL | 60657 | NONE | PC | GENERAL PURPOSES | $4,655 |
| TEMPLE SHALOM ENDOWMENT | |||||||
| 4630 PINE RIDGE ROAD | NAPLES | FL | 34119 | NONE | PC | GENERAL PURPOSES | $3,000 |
| WGCU PUBLIC MEDIA | |||||||
| 11000 FGCU BLVD | FORT MYERS | FL | 33965 | NONE | PC | GENERAL PURPOSES | $5,000 |
| YOUTH HAVEN | |||||||
| 5867 WHITAKER ROAD | NAPLES | FL | 34112 | NONE | PC | GENERAL PURPOSES | $5,000 |
| GULFSHORE PLAYHOUSE | |||||||
| 100 GOODLETTE-FRANK ROAD | NAPLES | FL | 34102 | NONE | PC | GENERAL PURPOSES | $25,000 |
| SUMMER OF A LIFETIME | |||||||
| 1 N STATE ST | CHICAGO | IL | 60602 | NONE | PC | GENERAL PURPOSES | $10,000 |
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 6704 | HAGERSTOWN | MD | 21741 | NONE | GENERAL PURPOSES | $4,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $255,765 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $69,921 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $177,667 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $247,592 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $247,592 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,590 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS - US TRUST | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,577,032 | BookValueAmt |
| EOYFMV | $2,535,139 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $899 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2024 GRANTS OUTSTANDING | Desc |
| Amt | $14,000 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES - US TRUST | CategoryTxt |
| Amt | $26,364 | Amt |
| Net Investment Income | $26,364 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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