KAYE FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- KAYE FAMILY FOUNDATION INC (EIN 47-4393116)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-17
- IRS object ID
- 202402919349100615
- Schema version
- 2023v5.1
- 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 Corp Stock Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-17T13:53:14-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 874399064 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CEIBA CPAS AND CONSULTANTS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28400 BONITA CROSSINGS BLVD SUITE | AddressLine1Txt |
| Address Line2 | 100 | AddressLine2Txt |
| City | BONITA SPRINGS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34135 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 474393116 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAYE FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KAYE | BusinessNameControlTxt |
| Phone | 2394345293 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 910 39TH STREET SW | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34117 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STUART O KAYE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2395141000 | PhoneNum |
| Signature | 2024-10-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
| Form8822 B Attached | Yes (X) | Form8822BAttachedInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | YAMIRKA SUYI CPA | PreparerPersonNm |
| PTIN | P01925498 | PTIN |
| Phone | 2396315305 | PhoneNum |
| Preparation | 2024-10-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $667,833 | 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 |
| Dividends Rev And Expnss | $19,671 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,671 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,368 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $153,488 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,368 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $28,039 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $28,039 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $30,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $10,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,450 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,548 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,548 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $550 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $38,548 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,998 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $43,065 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $43,065 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $81,613 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,998 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $43,065 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$53,574 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,041 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $38,129 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $30,574 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $30,574 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $584,090 | CorporateStockBOYAmt |
| Corporate Stock EOY | $538,071 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $637,259 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $622,219 | TotalAssetsBOYAmt |
| Total Assets EOY | $568,645 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $667,833 | 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 | $622,219 | RetainedEarningBOYAmt |
| Retained Earning EOY | $568,645 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $622,219 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $568,645 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $622,219 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $568,645 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $622,219 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$53,574 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $568,645 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $568,645 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 174.536 AMERICAN EUROPACIFICGROWTH CLASS F1 | P | 2016-01-26 | 2023-06-21 | $9,488 | $7,763 | $1,725 | $1,725 |
| 124.611 AMERICAN FUNDS MOD GRWTH & INCM PORT F2 | P | 2017-04-24 | 2023-06-21 | $1,988 | $1,736 | $252 | $252 |
| 72.983 CATALYST MILLBURN HEDGE STRTGY FD CL I | P | 2017-04-24 | 2023-09-18 | $2,738 | $2,263 | $475 | $475 |
| 349.099 DOUBLELINE TOTAL RETURN BOND FD CL I | P | 2016-01-26 | 2023-06-21 | $3,088 | $3,801 | -$713 | -$713 |
| 1841.492 DOUBLELINE TOTAL RETURN BOND FD CL I | P | 2016-01-26 | 2023-09-18 | $15,788 | $20,051 | -$4,263 | -$4,263 |
| 162.214 GRANT PARK MULTI ALTSTRATIGIES FD CL I | P | 2016-01-26 | 2023-09-18 | $1,688 | $1,765 | -$77 | -$77 |
| 644.820 JPMORGAN GLOBAL BONDOPPORTUNITIES CL I | P | 2017-01-09 | 2023-06-21 | $6,088 | $6,478 | -$390 | -$390 |
| 1791.845 JPMORGAN GLOBAL BONDOPPORTUNITIES CL I | P | 2017-01-09 | 2023-09-18 | $16,688 | $18,001 | -$1,313 | -$1,313 |
| 791.000 UTILITIES SELECT SECTOR SPDR FUND | P | 2020-04-30 | 2023-09-18 | $50,892 | $45,358 | $5,534 | $5,534 |
| 14.000 VANGUARD INDEX FUNDSS&P 500 ETF USD | P | 2016-07-28 | 2023-03-15 | $4,987 | $2,779 | $2,208 | $2,208 |
| 15.000 VANGUARD INDEX FUNDSS&P 500 ETF USD | P | 2016-07-28 | 2023-06-21 | $6,033 | $2,977 | $3,056 | $3,056 |
| 10.000 VANGUARD MID-CAP INDEX FUND | P | 2020-04-30 | 2023-03-15 | $2,006 | $1,510 | $496 | $496 |
| 9.000 VANGUARD MID-CAP INDEX FUND | P | 2016-07-28 | 2023-06-21 | $1,940 | $1,159 | $781 | $781 |
| 42.000 VANGUARD RUSSELL 1000 GROWTH ETF | P | 2016-07-28 | 2023-03-15 | $2,468 | $1,124 | $1,344 | $1,344 |
| 115.000 VANGUARD RUSSELL 1000 GROWTH ETF | P | 2016-07-28 | 2023-06-21 | $8,008 | $3,077 | $4,931 | $4,931 |
| 432.489 WESTERN ASSET CORE PLUS BOND FUND INSTL | P | 2017-11-06 | 2023-06-21 | $4,100 | $5,132 | -$1,032 | -$1,032 |
| 1699.561 WESTERN ASSET CORE PLUS BOND FUND INSTL | P | 2017-11-06 | 2023-09-18 | $15,500 | $20,146 | -$4,646 | -$4,646 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,368 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $140 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $140 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $140 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $140 | 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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| 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 | STUART KAYE PRESIDENT | IndividualWithBooksNm |
| Phone | 2395141000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 163 EDGEMERE WAY SOUTH | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34105 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| STUART O KAYE | ||||||||
| 163 EDGEMERE WAY SOUTH | NAPLES | FL | 34105 | PRESIDENT | 1.50 | $10,000 | $0 | $0 |
| CATHERINE JAY KAYE | ||||||||
| 163 EDGEMERE WAY SOUTH | NAPLES | FL | 34105 | SECRETARY | 1.50 | $10,000 | $0 | $0 |
| BENJAMIN KAYE | ||||||||
| 163 EDGEMERE WAY SOUTH | NAPLES | FL | 34105 | DIRECTOR | 1.50 | $10,000 | $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 | $734,141 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $30,765 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $764,906 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $764,906 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,474 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $753,432 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $37,672 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $37,672 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $140 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $140 | TotalTaxAmt |
| Distributable Before Adj | $37,532 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $37,532 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $37,532 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $43,065 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $43,065 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $37,532 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $8,512 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $55,961 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $64,473 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $43,065 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $37,532 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,533 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $70,006 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $70,006 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $8,512 | ExcessFromYear2Amt |
| Excess From Year1 | $55,961 | ExcessFromYear1Amt |
| Excess From Current Year | $5,533 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STUART O KAYE | ContributingManagerNm |
| Contributing Manager | CATHERINE JAY KAYE | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CATHERINE JAY KAYE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 163 EDGEMERE WAY S | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2394345293 | RecipientPhoneNum |
| Recipient Email Address | JKAYE@KAYLIFESTYLEHOMES.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | LETTER OF REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BETH TIKVAH | |||||||
| 1459 PINE RIDGE ROAD | NAPLES | FL | 34109 | NONE | PC | PUBLIC CHARITABLE - UNRESTRICTED | $6,500 |
| BOTANICAL GARDENS | |||||||
| 4820 BAYSHORE DRIVE | NAPLES | FL | 34112 | NONE | PC | PUBLIC CHARITABLE - UNRESTRICTED | $265 |
| CHABAD JEWISH CENTER OF NAPLES | |||||||
| 1789 MANDARIN RD | NAPLES | FL | 34102 | NONE | PC | PUBLIC CHARITABLE - UNRESTRICTED | $2,000 |
| JEWISH FEDERATION OF GREATER NAPLES | |||||||
| 4720 PINERIDGE RD | NAPLES | FL | 34119 | NONE | PC | PUBLIC CHARITABLE - UNRESTRICTED | $14,500 |
| STARABILITY FOUNDATION | |||||||
| 702 GOODLETTE-FRANK RD | NAPLES | FL | 34102 | NONE | PC | PUBLIC CHARITABLE - UNRESTRICTED | $5,500 |
| TEMPLE MENORAH JEWISH MONTESSORI | |||||||
| 620 75TH ST | MIAMI BEACH | FL | 33141 | NONE | PC | PUBLIC CHARITABLE - UNRESTRICTED | $1,800 |
| THE HEALTHY EARTH ORG | |||||||
| 10201 OLIVEWOOD WAY 158 | ESTERO | FL | 33928 | NONE | PC | PUBLIC CHARITABLE - UNRESTRICTED | $1,500 |
| SEACREST COUNTRY DAY SCHOOL | |||||||
| 7100 DAVIS BLVD | NAPLES | FL | 34104 | NONE | PC | PUBLIC CHARITABLE - UNRESTRICTED | $11,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $43,065 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,671 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,368 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $28,039 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $28,039 | 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 | $2,450 | Amt |
| Net Investment Income | $2,450 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | NATIONAL FINANCIAL SERVICES #7906 | StockNm |
| EOY Book Value | $538,071 | EOYBookValueAmt |
| EOYFMV | $637,259 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT EXP - NATIONAL FIN SERV | CategoryTxt |
| Amt | $5,548 | Amt |
| Net Investment Income | $5,548 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $242 | $0 | $0 |
| FEDERAL TAXES PAID | $308 | $0 | $0 |