N J AND J FAMILY FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- N J AND J FAMILY FOUNDATION INC (EIN 46-3703833)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-06-07
- IRS object ID
- 202321589349100207
- Schema version
- 2022v5.0
- 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
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-06-07T10:45:05-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-05-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | NANCY | PersonFirstNm |
| Person Last | WHITE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,539,051 | 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 | $263 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $263 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $50,977 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $50,977 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $183,474 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $416,850 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $183,474 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $234,714 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $234,714 | 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 |
| Accounting Fees Rev And Expnss | $1,695 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $25,552 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $25,552 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,035 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $28,282 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,552 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $120,950 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $120,950 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $149,232 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,552 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $120,950 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $85,482 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $209,162 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $245,194 | CashBOYAmt |
| Cash EOY | $182,580 | CashEOYAmt |
| Cash EOYFMV | $182,580 | CashEOYFMVAmt |
| Other Investments BOY | $1,535,959 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,683,635 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,356,471 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,781,153 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,866,215 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,539,051 | 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 | $1,781,153 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,866,215 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,781,153 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,866,215 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,781,153 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,866,215 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,781,153 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $85,482 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,866,635 | SubtotalAmt |
| Other Decreases | $420 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,866,215 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (33 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| 155 SHS ALPHABET | P | $15,696 | $5,957 | $9,739 | $9,739 |
| 225 SHS APPLE | P | $33,188 | $3,896 | $29,292 | $29,292 |
| 45 SHS BECTON DICKINSON AND CO | P | $10,070 | $8,105 | $1,965 | $1,965 |
| 20 SHS BLACKROCK | P | $11,929 | $5,366 | $6,563 | $6,563 |
| 60 SHS CHEVRONTEXACO CORP | P | $10,391 | $7,349 | $3,042 | $3,042 |
| 235 SHS COCA COLA | P | $13,164 | $10,785 | $2,379 | $2,379 |
| 35 SHS DIAGEO | P | $5,750 | $3,992 | $1,758 | $1,758 |
| 55 SHS WALT DISNEY | P | $5,617 | $5,855 | -$238 | -$238 |
| 55 SHS ECOLAB | P | $8,012 | $6,812 | $1,200 | $1,200 |
| 10 SHS EMBECTA | P | $297 | $211 | $86 | $86 |
| 80 SHS EXXON MOBIL | P | $8,469 | $6,633 | $1,836 | $1,836 |
| 30 SHS ISHARES RUSSELL 1000 GROWTH ETF | P | $6,541 | $4,961 | $1,580 | $1,580 |
| 185 SHS ISHARES TR RUSSELL 2000 INDEX | P | $31,998 | $20,805 | $11,193 | $11,193 |
| 35 SHS ISHARES TR RUSSELL 2000 INDEX | P | $6,378 | $3,835 | $2,543 | $2,543 |
| 165 SHS ISHARES TR RUSSELL 2000 INDEX | P | $30,068 | $18,556 | $11,512 | $11,512 |
| 190 SHS ISHARES CORE MSCI EMERGING MARKETS | P | $8,257 | $7,524 | $733 | $733 |
| 95 SHS JPMORGAN CHASE & CO | P | $11,565 | $5,838 | $5,727 | $5,727 |
| 40 SHS JOHNSON & JOHNSON | P | $6,753 | $3,441 | $3,312 | $3,312 |
| 65 SHS MASTERCARD INC | P | $19,639 | $7,304 | $12,335 | $12,335 |
| 60 SHS MCDONALDS CORP | P | $15,288 | $7,135 | $8,153 | $8,153 |
| 80 SHS MICROSOFT CORP | P | $19,358 | $5,211 | $14,147 | $14,147 |
| 115 SHS NIKE INC | P | $10,170 | $5,807 | $4,363 | $4,363 |
| 45 SHS OTIS WORLDWIDE CORP | P | $3,001 | $2,639 | $362 | $362 |
| 105 SHS PROCTER & GAMBLE | P | $13,520 | $9,514 | $4,006 | $4,006 |
| 85 SHS RAYTHEON TECHNOLOGIES | P | $7,536 | $5,260 | $2,276 | $2,276 |
| 55 SHS ROCKWELL AUTOMATIC | P | $12,716 | $5,576 | $7,140 | $7,140 |
| 205 SHS VANGUARD FTSE DEVELOPED | P | $7,716 | $8,060 | -$344 | -$344 |
| 140 SHS VANGUARD MID CAP | P | $27,100 | $15,385 | $11,715 | $11,715 |
| 80 SHS VANGUARD MID CAP | P | $16,830 | $8,792 | $8,038 | $8,038 |
| 20 SHS VANGUARD MID CAP | P | $4,207 | $2,196 | $2,011 | $2,011 |
| 60 SHS ACCENTURE PLC | P | $16,181 | $6,849 | $9,332 | $9,332 |
| 40 SHS LINDE PLC | P | $11,530 | $6,538 | $4,992 | $4,992 |
| 95 SHS MEDTRONIC | P | $7,915 | $7,189 | $726 | $726 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $183,474 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,907 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,907 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,907 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,120 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $4,707 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,827 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,920 | OverpaymentAmt |
| Applied To ES Tax | $2,920 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | $2,505,053 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $210,607 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,715,660 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,715,660 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $40,735 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,674,925 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $133,746 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $133,746 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,907 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,907 | TotalTaxAmt |
| Distributable Before Adj | $130,839 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $130,839 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $130,839 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $120,950 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $120,950 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $130,839 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $18,801 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $129,102 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $72,258 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $220,161 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $120,950 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $120,950 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $9,889 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $9,889 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $210,272 | 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 | $210,272 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $8,912 | ExcessFromYear4Amt |
| Excess From Year3 | $129,102 | ExcessFromYear3Amt |
| Excess From Year2 | $72,258 | ExcessFromYear2Amt |
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 |
| CONSERVANCY OF SOUTHWEST FLORIDA | |||||||
| 1495 SMITH PRESERVE WAY | NAPLES | FL | 34102 | NONE | PC | GENERAL PURPOSES | $13,500 |
| 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 |
| NEIGHBORHOOD HEALTH CLINIC | |||||||
| 88 12TH ST N SUITE 100 | NAPLES | FL | 34102 | NONE | PC | GENERAL PURPOSES | $1,000 |
| NOBLE'S SUMMER OF A LIFETIME | |||||||
| 1 N STATE STREET 15TH FLOOR | CHICAGO | IL | 60602 | NONE | PC | GENERAL PURPOSES | $5,000 |
| SHELTER FOR ABUSED WOMEN & CHILDREN | |||||||
| PO BOX 10102 | NAPLES | FL | 34101 | NONE | PC | GENERAL PURPOSES | $30,000 |
| TEMPLE SHALOM ENDOWMENT | |||||||
| 4630 PINE RIDGE ROAD | NAPLES | FL | 34119 | NONE | PC | GENERAL PURPOSES | $3,000 |
| THE HOLOCAUST AND EDUCATION CENTER OF SW FLORIDA | |||||||
| 975 IMPERIAL GOLF COURSE BLVD | NAPLES | FL | 34110 | NONE | PC | GENERAL PURPOSES | $6,000 |
| WGCU PUBLIC MEDIA | |||||||
| 11000 FGCU BLVD | FORT MYERS | FL | 33965 | NONE | PC | GENERAL PURPOSES | $5,000 |
| CONGREGATION OF BETH AHABAH | |||||||
| 1121 W FRANKLIN STREET | RICHMOND | VA | 23220 | NONE | PC | GENERAL PURPOSES | $4,250 |
| DAVID LAWRENCE CENTER | |||||||
| 6075 BATHEY LANE | NAPLES | FL | 34116 | NONE | PC | GENERAL PURPOSES | $1,550 |
| MASSEY CANCER CENTER | |||||||
| 1001 E LEIGH STREET 4TH FLOOR | RICHMOND | VA | 23298 | NONE | PC | GENERAL PURPOSES | $1,000 |
| NAPLES BOTANICAL GARDEN | |||||||
| 4820 BAYSHORE DRIVE | NAPLES | FL | 34112 | NONE | PC | GENERAL PURPOSES | $23,650 |
| VCU FOUNDATION | |||||||
| 700 W GRACE STREET | RICHMOND | VA | 23284 | NONE | PC | GENERAL PURPOSES | $1,000 |
| NAPLES COMMUNITY HOSPITAL | |||||||
| 350 7TH STREET N | NAPLES | FL | 34102 | NONE | PC | GENERAL PURPOSES | $5,000 |
| MAKE-A-WISH FOUNDATION | |||||||
| 6555 ROCK SPRING DRIVE 280 | BETHESDA | MD | 20817 | NONE | PC | GENERAL PURPOSES | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $120,950 | 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 | $263 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $50,977 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $183,474 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $234,714 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $234,714 | 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 | $1,695 | 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 | $1,683,635 | BookValueAmt |
| EOYFMV | $2,356,471 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT - PIMCO INCOME FUND | Desc |
| Amt | $420 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES - US TRUST | CategoryTxt |
| Amt | $25,552 | Amt |
| Net Investment Income | $25,552 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $1,035 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments