NACCHIO FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- NACCHIO FOUNDATION INC (EIN 22-3740835)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-10
- IRS object ID
- 202003159349100605
- Schema version
- 2019v5.1
- 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 | 2020-11-10T10:54:51-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061667465 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRAGER METIS CPAS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6181 MIAMI LAKES DRIVE EAST | AddressLine1Txt |
| City | MIAMI LAKES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33014 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223740835 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NACCHIO FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NACC | BusinessNameControlTxt |
| Phone | 9738867187 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 119 SPINNAKER LANE | AddressLine1Txt |
| City | JUPITER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 334774003 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANNE M ESKER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9738867187 | PhoneNum |
| Signature | 2020-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANK C BECK CPA | PreparerPersonNm |
| PTIN | P00891923 | PTIN |
| Phone | 3052310911 | PhoneNum |
| Preparation | 2020-11-06 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 99.38.229.19 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-06 | IPDt |
| IP Tm | 13:53:43 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 316BDC9F637CF7E0C4D5C607D7BBEFEB148CA383 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $480,232 | 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 | $24 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $24 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $11,996 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,996 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $62,783 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,485,730 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $62,783 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $74,803 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $74,803 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | 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 | $2,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,379 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,379 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $191 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $191 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,320 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,320 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $25,150 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $25,150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $30,470 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,320 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $25,150 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $44,333 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $69,483 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $8,132 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $775 | AcctRcvblAmt |
| Acct Rcvbl BOY | $250 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $775 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $775 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $395,699 | CorporateStockBOYAmt |
| Corporate Stock EOY | $447,636 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $479,454 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $404,081 | TotalAssetsBOYAmt |
| Total Assets EOY | $448,414 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $480,232 | 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 | $404,081 | RetainedEarningBOYAmt |
| Retained Earning EOY | $448,414 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $404,081 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $448,414 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $404,081 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $448,414 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $404,081 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $44,333 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $448,414 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $448,414 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB - ST SALES | 2019-01-31 | $54,120 | $57,923 | -$3,803 | -$3,803 | |
| CHARLES SCHWAB - LT SALES | 2019-01-31 | $358,692 | $318,743 | $39,949 | $39,949 | |
| CHARLES SCHWAB - ST SALES | 2019-09-30 | $391,685 | $358,098 | $33,587 | $33,587 | |
| CHARLES SCHWAB - ST SALES | 2019-10-31 | $460,761 | $470,288 | -$9,527 | -$9,527 | |
| CHARLES SCHWAB - ST SALES | 2019-11-30 | $217,001 | $214,420 | $2,581 | $2,581 | |
| ISHARES 1-3 YR TREASRYBOND ETF | 2019-12-17 | $3,471 | $3,475 | -$4 | -$4 | 2019-11-25 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $62,783 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $22,834 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $21,576 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $480,597 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044894 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $5,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $457,824 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.012013 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $393,884 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000000 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $398,363 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.000000 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $392,223 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000000 | DistributionYr5Rt |
| Total Distribution | 0.056907 | TotalDistributionRt |
| Average Distribution | 0.011381 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $467,692 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,323 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $695 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $6,018 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $25,150 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $695 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $695 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $695 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $376 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $376 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $9 | EsPenaltyAmt |
| Tax Due | $328 | 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 | ANNE M ESKER | IndividualWithBooksNm |
| Phone | 9738867187 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 119 SPINNAKER LANE | AddressLine1Txt |
| City | JUPITER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 334774003 | 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 |
|---|---|---|---|---|---|---|---|---|
| ANNE M ESKER | ||||||||
| 119 SPINNAKER LANE | JUPITER | FL | 33477 | PRES & TREAS | 0.50 | $0 | $0 | $0 |
| DAVID E NACCHIO | ||||||||
| PO BOX 457 | MENDHAM | NJ | 07945 | VICE PRES | 0.25 | $0 | $0 | $0 |
| MICHAEL J E NACCHIO | ||||||||
| 1200 AVENUE AT PORT IMPERIAL APT 61 | NEW JERSEY | NJ | 07086 | SECRETARY | 0.25 | $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 | $464,458 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,356 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $474,814 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $474,814 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,122 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $467,692 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $23,385 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $23,385 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $695 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $695 | TotalTaxAmt |
| Distributable Before Adj | $22,690 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $22,690 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $22,690 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $25,150 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $25,150 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $695 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $24,455 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $22,690 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $25,150 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $22,690 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,460 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,460 | 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 | $2,460 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $2,460 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ANNE M ESKER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 119 SPINNAKER LANE | AddressLine1Txt |
| City | JUPITER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 334774003 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9738867187 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN LETTER WITH INFORMATION REGARDING THE BACKGROUND OF THE ORGANIZATION AND PROOF OF TAX EXEMPT STATUS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BE GOOD FOUNDATION | ||||||
| PO BOX 7241 | KETCHUM | ID | 83340 | 501 (C)3 | DONATION | $100 |
| BARNEGAT LIGHT FIRST AID SQUAD | ||||||
| 15 W 10 ST | BARNEGAT LIGHT | NJ | 08006 | 501(C)3 | DONATION | $175 |
| BRIAN &BEHAVIOR RESEARCH FOUNDATION | ||||||
| 747 THIRD AVE 33RD FLOOR | NEW YORK | NY | 10017 | 501(C)3 | DONATION | $1,500 |
| BROOKSIDE ENGINE COMPANY | ||||||
| PO BOX 196 | BROOKSIDE | NJ | 07926 | 501(C)3 | DONATION | $250 |
| CATHOLIC RELIEF SERVICES | ||||||
| 228 W LEXINGTON ST | BALTIMORE | MD | 21201 | 501(C)3 | DONATION | $2,000 |
| DIOCESE OF PALM BEACH | ||||||
| 9995 N MILITARY TRAIL | PALM BEACH GARDENS | FL | 33410 | 501(C)3 | DONATION | $1,200 |
| DIOCESE OF PATERSON | ||||||
| 777 VALLEY RD | CLIFTON | NJ | 07013 | 501(C)3 | DONATION | $750 |
| FEEDING SOUTH FLORIDA | ||||||
| 4925 PARK RIDGE BLVD | BOYNTON BEACH | FL | 33426 | 501(C)3 | DONATION | $2,000 |
| HIGH POINT VOLUNTEER FIRE DEPT | ||||||
| 10 W 80 STREET | HARVEY CEDARS | NJ | 08008 | 501(C)3 | DONATION | $175 |
| INNOCENCE PROJECT OF FLORIDA INC | ||||||
| 1100 E PARK AVE | TALLAHASSEE | FL | 32301 | 501(C)3 | DONATION | $500 |
| INTERFAITH FOOD PANTRY | ||||||
| 2 EXECUTIVE DR | MORRIS PLAINS | NJ | 07950 | 501(C)3 | DONATION | $500 |
| JUPITER MEDICAL CENTER FOUNDATION | ||||||
| 1210 S OLD DIXIE HWY | JUPITER | FL | 33458 | 501(C)3 | DONATION | $4,050 |
| MENDHAM TOWNSHIP FIRST AID SQUAD | ||||||
| PO BOX 122 | BROOKSIDE | NJ | 07926 | 501(C)3 | DONATION | $250 |
| FOUNDATION FOR MORRISTOWN MEDICAL CENTER | ||||||
| 475 SOUTH STREET 1ST FLOOR | MORRISTOWN | NJ | 07960 | 501(C)3 | DONATION | $2,500 |
| NAMI | ||||||
| 3803 N FAIRFAX DR SUITE 100 | ARLINGTON | VA | 22203 | 501(C)3 | DONATION | $1,500 |
| NORWALK CATHOLIC SCHOOL | ||||||
| 93 EAST MAIN ST | NORWALK | OH | 44857 | 501(C)3 | DONATION | $1,000 |
| PALM BEACH COUNTY FOOD BANK | ||||||
| 525 GATOR DR | LANTANA | FL | 33462 | 501(C)3 | DONATION | $2,000 |
| ST ELIZABETH CHURCH-ST BRIGID CHURCH | ||||||
| PO BOX 33 | PEAPACK | NJ | 07977 | 501(C)3 | DONATION | $1,500 |
| ST PATRICK CATHOLIC CHURCH | ||||||
| 13591 PROSPERITY FARMS ROAD | PALM BEACH GARDENS | FL | 33410 | 501(C)3 | DONATION | $2,500 |
| THE DELBARTON FUND | ||||||
| 230 MENDHAM ROAD | MORRISTOWN | NJ | 07960 | 501 (C)3 | DONATION | $100 |
| ST JOSEPH CATHOLIC CHURCH | ||||||
| 6 NEW ST | MENDHAM | NJ | 07945 | 501 (C)3 | DONATION | $500 |
| OLLI AT UNIVERSITY AT CINCINNATTI | ||||||
| PO BOX 210093 | CINCINNATI | OH | 45221 | 501 (C)3 | DONATION | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $25,150 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $24 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $11,996 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $62,783 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $74,803 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $74,803 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | N/A | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
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 | $2,750 | Amt |
| Net Investment Income | $2,750 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHEVRON CORPORATION | $19,034 | $21,933 |
| MUTUAL FUNDS | $428,602 | $457,521 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ACCOUNT MANAGEMENT FEES | $1,629 | $1,629 | $0 | $0 |
| ACCOUNT SERVICE FEES | $750 | $750 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $67 | $67 | $0 | $0 |
| FEDERAL TAXES - 2018 | $124 | $124 | $0 | $0 |
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