KAYE FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- KAYE FAMILY FOUNDATION INC (EIN 47-4393116)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202023219349102112
- 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 | 2020-11-16T10:05:12-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 833628082 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUYI CPA AND ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28410 BONITA CROSSINGS BLVD SUITE | AddressLine1Txt |
| Address Line2 | 270 | 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 | 2019-01-01 | 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 | 163 EDGEMERE WAY SOUTH | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34105 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STUART O KAYE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2395141000 | PhoneNum |
| Signature | 2020-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | YAMIRKA SUYI CPA | PreparerPersonNm |
| PTIN | P01925498 | PTIN |
| Phone | 2396315305 | PhoneNum |
| Preparation | 2020-11-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 76.101.106.119 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-13 | IPDt |
| IP Tm | 15:03:50 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 10F3D57270C8669396E9ABA640E23E3FC3276820 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A342805CC982354620A0B77C14811258D111F72C | 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 | $958,731 | 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 | $29,071 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $29,071 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $19,633 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $108,014 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $19,633 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $48,704 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $48,704 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $30,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $10,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,100 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $8,074 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,074 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $686 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $425 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $40,860 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,599 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $66,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $66,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $107,710 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,599 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $66,850 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$59,006 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $28,105 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $55,711 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $36,079 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $36,079 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $838,319 | CorporateStockBOYAmt |
| Corporate Stock EOY | $798,945 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $922,652 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $894,030 | TotalAssetsBOYAmt |
| Total Assets EOY | $835,024 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $958,731 | 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 | $894,030 | RetainedEarningBOYAmt |
| Retained Earning EOY | $835,024 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $894,030 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $835,024 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $894,030 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $835,024 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $894,030 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$59,006 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $835,024 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $835,024 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 664.011 SHS DOUBLELINE SHILLER ENHANCED | P | 2017-07-05 | 2019-10-08 | $9,988 | $10,109 | -$121 | -$121 |
| 2854.355 SHS JP MORGAN OPPOR | P | 2019-10-24 | $49,968 | $46,512 | $3,456 | $3,456 | |
| 369.14 SHS TWEEDY BROWNE GLOBAL | P | 2016-01-26 | 2019-10-08 | $9,988 | $8,733 | $1,255 | $1,255 |
| 54 SHS VANGUARD INDEX FUNDS | P | 2016-07-28 | 2019-10-08 | $14,446 | $10,718 | $3,728 | $3,728 |
| 115 SHS VANGUARD SCOTTSDALE | P | 2016-07-28 | 2019-10-08 | $18,673 | $12,309 | $6,364 | $6,364 |
| CAP GAIN DIST - NAT FIN SRV 7906 | P | $4,951 | $4,951 | $4,951 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $19,633 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $4,951 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $54,859 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,001,201 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054793 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $58,063 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,021,316 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.056851 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $57,771 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,008,128 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.057305 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $10,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $972,883 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.010279 | DistributionYr4Rt |
| Total Distribution | 0.179228 | TotalDistributionRt |
| Average Distribution | 0.044807 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $993,753 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $44,527 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $281 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $44,808 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $66,850 | 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 | $281 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $281 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $281 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $281 | 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 | $962,991 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $45,895 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,008,886 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,008,886 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,133 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $993,753 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $49,688 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $49,688 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $281 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $281 | TotalTaxAmt |
| Distributable Before Adj | $49,407 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $49,407 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $49,407 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $66,850 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $66,850 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $281 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $66,569 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $49,407 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $49,799 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $939 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,321 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,260 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $66,850 | QualifyingDistributionsAmt |
| Applied To Year1 | $49,799 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $17,051 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $6,260 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $6,260 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $26,096 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
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 (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| JEWISH FEDERATION OF COLLIER COUNTY | |||||||
| 2500 VANDERBILT DR 2201 | NAPLES | FL | 34109 | NONE | PC | PUBLIC CHARITABLE-UNRESTRICTED | $8,000 |
| BBYO | |||||||
| 800 8TH STREET NW | WASHINGTON | DC | 20001 | NONE | PC | PUBLIC CHARITABLE - UNRESTRICTED | $500 |
| HOLOCAUST MUSEUM & EDUCATION CENTER SWFL | |||||||
| 975 IMPERIAL GOLF COURSE BLVD | NAPLES | FL | 34110 | NONE | PC | PUBLIC CHARITABLE - UNRESTRICTED | $2,750 |
| BETH TIKVAH | |||||||
| 1459 PINE RIDGE ROAD | NAPLES | FL | 34109 | NONE | PC | PUBLIC CHARITABLE - UNRESTRICTED | $17,430 |
| JEWISH HISTORICAL SOCIETY | |||||||
| 899 VANDERBILT BEACH ROAD | NAPLES | FL | 34110 | NONE | PC | PUBLIC CHARITABLE - UNRESTRICTED | $1,500 |
| CHABAD JEWISH CENTER OF BONITA | |||||||
| 24611 PRODUCTION CIRCLE | BONITA SPRINGS | FL | 34135 | NONE | PC | PUBLIC CHARITABLE - UNRESTRICTED | $1,800 |
| BOTANICAL GARDENS | |||||||
| 4820 BAYSHORE DRIVE | NAPLES | FL | 34112 | NONE | PC | PUBLIC CHARITABLE - UNRESTRICTED | $220 |
| GULFSHORE PLAYHOUSE | |||||||
| 755 8TH STREET SOUTH | NAPLES | FL | 34102 | NONE | PC | PUBLIC CHARITABLE - UNRESTRICTED | $8,700 |
| WOUNDED WARRIORS | |||||||
| PO BOX 758516 | TOPEKA | KS | 66675 | NONE | PC | PUBLIC CHARITABLE - UNRESTRICTED | $250 |
| HEIL LUTHRINGER MS | |||||||
| 11623 USEPPA COURT | NAPLES | FL | 34110 | NONE | PC | PUBLIC CHARITABLE - UNRESTRICTED | $250 |
| CAMP RAMAH | |||||||
| 70 DAROM LANE | CLAYTON | GA | 30525 | NONE | PC | PUBLIC CHARITABLE - UNRESTRICTED | $100 |
| CHARITY FOR CHANGE | |||||||
| 10681 AIRPORT PULLING ROAD | NAPLES | FL | 34109 | NONE | PC | PUBLIC CHARITABLE - UNRESTRICTED | $250 |
| CENTRAL PARK CONSERVANCY | |||||||
| 14 EAST 60TH STREET | NEW YORK | NY | 10022 | NONE | PC | PUBLIC CHARITABLE - UNRESTRICTED | $500 |
| FILMMAKERS COLLABORATIVE | |||||||
| 145 9TH STREET | SAN FRANCISCO | CA | 94103 | NONE | PC | PUBLIC CHARITABLE - UNRESTRICTED | $1,000 |
| SUSAN LOMEN CANCER | |||||||
| 13770 NOEL ROAD | DALLAS | TX | 75380 | NONE | PC | PUBLIC CHARITABLE - UNRESTRICTED | $100 |
| COMMUNITY FOUNDATION SWFL | |||||||
| 1110 PINE RIDGE ROAD | NAPLES | FL | 34108 | NONE | PC | PUBLIC CHARITABLE - UNRESTRICTED | $2,500 |
| VANDERBILT UNIVERSITY | |||||||
| 2201 WEST END AVE | NASHVILLE | TN | 37235 | NONE | PC | PUBLIC CHARITABLE - UNRESTRICTED | $150 |
| GREEN TURTLE CAY RELIF | |||||||
| PHILIP SMITH | WEST PALM BEACH | FL | 33401 | NONE | PC | PUBLIC CHARITABLE - UNRESTRICTED | $5,000 |
| VANDERBILT HILLEL | |||||||
| 2421 VANDERBILT PLACE | NASHVILLE | TN | 37212 | NONE | PC | PUBLIC CHARITABLE - UNRESTRICTED | $1,800 |
| ROUND UP RIVER RANCH | |||||||
| 8333 COLORADO RIVER ROAD | GYPSUM | CO | 83637 | NONE | PC | PUBLIC CHARITABLE - UNRESTRICTED | $250 |
| SUNSHINE KIDS | |||||||
| 5137 CASTILLO DRIVE | NAPLES | FL | 34103 | NONE | PC | PUBLIC CHARITABLE - UNRESTRICTED | $7,600 |
| MASS GENERAL HOSPITAL | |||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | NONE | PC | PUBLIC CHARITABLE - UNRESTRICTED | $500 |
| SEACREST COUNTRY DAY SCHOOL | |||||||
| 7100 DAVID BLVD | NAPLES | FL | 34104 | NONE | PC | PUBLIC CHARITABLE - UNRESTRICTED | $2,500 |
| PRAGER UNIVERSITY | |||||||
| 15021 VENTURA BLVD | SHERMAN OAKS | CA | 91403 | NONE | PC | PUBLIC CHARITABLE - UNRESTRICTED | $1,000 |
| GOLDEN PAWS | |||||||
| 3173 SOUTH HORSESHOE DRIVE | NAPLES | FL | 34104 | NONE | PC | PUBLIC CHARITABLE - UNRESTRICTED | $200 |
| ZOA ORGANIZATION OF AMERICA | |||||||
| 633 THIRD AVE | NEW YORK | NY | 10017 | NONE | PC | PUBLIC CHARITABLE - UNRESTRICTED | $250 |
| PENCILS OF PROMISE | |||||||
| 1115 BROADWAY 11TH FLORR | NEW YORK | NY | 10010 | NONE | PC | PUBLIC CHARITABLE - UNRESTRICTED | $250 |
| PARKINSONS FOUNDATION SWFL | |||||||
| 2575 NORTHBROOK PLAZA DRIVE | NAPLES | FL | 34119 | NONE | PC | PUBLIC CHARITABLE - UNRESTRICTED | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $66,850 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29,071 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $19,633 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $48,704 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $48,704 | 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 | $2,100 | Amt |
| Net Investment Income | $2,100 | 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 | NATIONAL FINANCIAL SERVICES #7906 | StockNm |
| EOY Book Value | $798,945 | EOYBookValueAmt |
| EOYFMV | $922,652 | 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 | $8,074 | Amt |
| Net Investment Income | $8,074 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX PAID | $364 | $364 | $0 | $0 |
| ANNUAL REPORT | $61 | $61 | $0 | $0 |
| FEDERAL TAXES PAID | $261 | $0 | $0 | $0 |