NANCY L GOLDSMITH AND JOHN E GOLDSMITH FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- NANCY L GOLDSMITH AND JOHN E GOLDSMITH FAMILY FOUNDATION (EIN 80-0456446)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-06-26
- IRS object ID
- 202501779349101165
- 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 Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-06-26T16:22:21-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 934792291 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SORREN INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 3234 | AddressLine1Txt |
| City | KETCHUM | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83340 | 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 | 800456446 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NANCY L AND JOHN GOLDSMITH | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NANC | BusinessNameControlTxt |
| Phone | 2083093216 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2545 ROBERT OLIVER AVENUE | AddressLine1Txt |
| City | FERNANDINA BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32034 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMY SWANSON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2083093216 | PhoneNum |
| Signature | 2025-06-17 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LORI JOHNSTON | PreparerPersonNm |
| PTIN | P00521107 | PTIN |
| Phone | 2087269007 | PhoneNum |
| Preparation | 2025-06-17 | PreparationDt |
| 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 | $1,964,735 | 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 | $62,503 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $62,503 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $62,503 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $87,326 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $423,096 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $87,326 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $149,829 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $149,829 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $62,503 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $25,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $853 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $853 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $18,223 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $18,223 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $45,526 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,076 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $96,968 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $96,968 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $142,494 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,076 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $96,968 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,335 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $130,753 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $62,503 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst EOY | $7,635 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,635 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,823,714 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,823,414 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,957,100 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,823,714 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,831,049 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,964,735 | 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 | $1,823,714 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,831,049 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,823,714 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,831,049 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,823,714 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,831,049 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,823,714 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,335 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,831,049 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,831,049 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| EDWARD JONES | $49,621 | $46,507 | $3,114 | $3,114 | |
| EDWARD JONES | $337,911 | $289,263 | $48,648 | $48,648 | |
| CAPITAL GAINS DIVIDENDS | $35,564 | $35,564 | $35,564 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $87,326 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $3,114 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,817 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,817 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,817 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,003 | 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 | $1,003 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $814 | 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 |
| Org Report Or Register State | ID | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MD | 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 | THE FOUNDATION | IndividualWithBooksNm |
| Phone | 2083093216 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2545 ROBERT OLIVER AVENUE | AddressLine1Txt |
| City | FERNANDINA BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32034 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMY SWANSON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2545 OLIVE AVENUE | AddressLine1Txt |
| City | FERNANDINA BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32034 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 5.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $25,000 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $1,938,807 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,818 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,942,625 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,942,625 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,139 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,913,486 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $95,674 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $95,674 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,817 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,817 | TotalTaxAmt |
| Distributable Before Adj | $93,857 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $93,857 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $93,857 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $96,968 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $96,968 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $93,857 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $943 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,747 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $2,690 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $96,968 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $93,857 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,111 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,801 | 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 | $943 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,858 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,747 | ExcessFromYear4Amt |
| Excess From Current Year | $3,111 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | AMY SWANSON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2545 ROBERT OLIVER AVENUE | AddressLine1Txt |
| City | FERNANDINA BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32034 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2083093216 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATION FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | YES | SubmissionDeadlinesTxt |
| Restrictions On Awards | YES | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION | |||||||
| PO BOX 4746 | BOISE | ID | 83711 | NONE | PUBLIC | NON-RESTRICTIVE | $1,000 |
| AMERICAN CANCER SOCIETY GREAT WEST BLAINE COUNTY UNIT | |||||||
| PO BOX 8598 | BOISE | ID | 83707 | NONE | PUBLIC | NON-RESTRICTIVE | $10,000 |
| AMERICAN FOUNDATION FOR SUICIDE PREVENTION | |||||||
| 199 WATER ST 11TH FLOOR | NEW YORK | NY | 10038 | NONE | PUBLIC | NON-RESTRICTIVE | $10,000 |
| BLAINE COUNTY HUNGER COALITION | |||||||
| 121 HONEYSUCKLE ST | BELLEVUE | ID | 83313 | NONE | PUBLIC | NON-RESTRICTIVE | $10,000 |
| CHILDFUND INTERNATIONAL | |||||||
| PO BOX 1911 | MERRIFIELD | VA | 22116 | NONE | PUBLIC | NON-RESTRICTIVE | $338 |
| COALITION FOR THE HOMELESS OF NASSAU COUNTY | |||||||
| PO BOX 16123 | FERNANDINA BEACH | FL | 32035 | NONE | PUBLIC | NON-RESTRICTIVE | $5,000 |
| COMMUNITY HOSPICE AND PALLIATIVE CARE OF NASSAU COUNTY | |||||||
| 4266 SUNBEAM RD | JACKSONVILLE | FL | 32257 | NONE | PUBLIC | NON-RESTRICTIVE | $2,500 |
| FRIENDS OF LAKE ALGONQUIN | |||||||
| PO BOX 72 | WELLS | NY | 12190 | NONE | PUBLIC | NON-RESTRICTIVE | $1,000 |
| HABITAT FOR HUMANITY | |||||||
| PO BOX 696 | MOOREFIELD | WV | 26836 | NONE | PUBLIC | NON-RESTRICTIVE | $1,000 |
| HOSPICE AND PALLIATIVE CARE OF WOOD RIVER VALLEY | |||||||
| PO BOX 4320 | KETCHUM | ID | 83340 | NONE | PUBLIC | NON-RESTRICTIVE | $5,000 |
| KEEP NASSAU BEAUTIFUL | |||||||
| 1417 SADLER ROAD 233 | FERNANDINA BEACH | FL | 32034 | NONE | PUBLIC | NON-RESTRICTIVE | $5,000 |
| NAMI NASSAU COUNTY FLORIDA INC | |||||||
| 8360 SANCTUARY LN | FERNANDINA BEACH | FL | 32034 | NONE | PUBLIC | NON-RESTRICTIVE | $3,000 |
| NASSAU COUNCIL ON AGING | |||||||
| 1901 ISLAND WALK WAY | FERNANDINA BEACH | FL | 32034 | NONE | PUBLIC | NON-RESTRICTIVE | $5,000 |
| NASSAU HUMANE SOCIETY | |||||||
| 639 AIRPORT ROAD | FERNANDINA BEACH | FL | 32034 | NONE | PUBLIC | NON-RESTRICTIVE | $5,000 |
| NATURE CONSERVANCY IN IDAHO | |||||||
| 4245 FAIRFAX DRIVE | ARLINGTON | VA | 22203 | NONE | PUBLIC | NON-RESTRICTIVE | $10,000 |
| ROTARY FOUNDATION | |||||||
| 14280 COLLECTIONS CENTER DRIVE | CHICAGO | IL | 60693 | NONE | PUBLIC | NON-RESTRICTIVE | $2,730 |
| SONRISA-UGANDA SCHOOL OF CULINARY ARTS AND BAKERY | |||||||
| 2804 ISLAND PLANTATION DRIVE | FERNANDINA BEACH | FL | 32034 | NONE | PUBLIC | NON-RESTRICTIVE | $1,400 |
| STARTING POINT | |||||||
| 463142 SR 200 | YULEE | FL | 32097 | NONE | PUBLIC | NON-RESTRICTIVE | $3,000 |
| STORY AND SONG | |||||||
| 1430 PARK AVE | FERNANDINA BEACH | FL | 32034 | NONE | PUBLIC | NON-RESTRICTIVE | $1,000 |
| TAKE STOCK IN CHILDREN OF NASSAU COUNTY | |||||||
| 516 SOUTH 10TH ST SUITE 119 | FERNANDINA BEACH | FL | 32034 | NONE | PUBLIC | NON-RESTRICTIVE | $2,500 |
| WALLKILL VALLEY LAND TRUST | |||||||
| PO BOX 208 | NEW PALTZ | NY | 12561 | NONE | PUBLIC | NON-RESTRICTIVE | $5,000 |
| WOOD RIVER LAND TRUST | |||||||
| 119 E BULLION ST | HAILEY | ID | 83333 | NONE | PUBLIC | NON-RESTRICTIVE | $5,000 |
| YMCA | |||||||
| 40 EAST ADAMS STREET 210 | JACKSONVILLE | FL | 32202 | NONE | PUBLIC | NON-RESTRICTIVE | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $96,968 | 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 | $62,503 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $87,326 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $149,829 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $149,829 | 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 | $1,450 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SECURITIES | StockNm |
| EOY Book Value | $1,823,414 | EOYBookValueAmt |
| EOYFMV | $1,957,100 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $18,223 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $18,223 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $853 | Amt |
| Net Investment Income | $853 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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