KAYE FAMILY FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- KAYE FAMILY FOUNDATION INC (EIN 47-4393116)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-15
- IRS object ID
- 201901359349101675
- Schema version
- 2018v3.1
- 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 | 2019-05-15T13:29:17-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 453768259 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTINBROWN CPAS & ADVISORS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1855 VETERANS PARK DR STE 303 | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | 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 | 2395947313 | PhoneNum |
| Signature | 2019-04-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL J BROWN CPA | PreparerPersonNm |
| PTIN | P00839712 | PTIN |
| Phone | 2392548306 | PhoneNum |
| Preparation | 2019-05-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 52.38.98.93 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-15 | IPDt |
| IP Tm | 13:29:17 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | AA8EFEB86F4D07B0AEB45CB372DD522182014F41 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 117061B40A4A202E325331E43768290EB8238404 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $903,852 | 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 | $24,475 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,475 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $23,002 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $102,002 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $23,002 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $47,477 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $47,477 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $30,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $10,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $10,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,100 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $8,834 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,834 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $739 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $402 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $41,673 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,336 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $45,120 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $45,120 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $86,793 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,336 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $55,120 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$39,316 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $26,141 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $26,664 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $55,711 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $55,711 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $906,682 | CorporateStockBOYAmt |
| Corporate Stock EOY | $838,319 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $848,141 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $933,346 | TotalAssetsBOYAmt |
| Total Assets EOY | $894,030 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $903,852 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $933,346 | RetainedEarningBOYAmt |
| Retained Earning EOY | $894,030 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $933,346 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $894,030 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $933,346 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $894,030 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $933,346 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$39,316 | ExcessRevenueOverExpensesAmt |
| Subtotal | $894,030 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $894,030 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 9513.298 SHS JPMORGAN HIGH YIELD FD | P | 2016-07-28 | 2018-11-30 | $66,574 | $64,008 | $2,566 | $2,566 |
| 79 SHS VANGUARD INDEX FDS MID CAP | P | 2016-07-28 | 2018-08-08 | $12,856 | $10,175 | $2,681 | $2,681 |
| 45 SHS VANGUARD SCOTTSDALE FDS RUSS | P | 2016-07-28 | 2018-08-08 | $6,977 | $4,817 | $2,160 | $2,160 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $23,002 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $58,063 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,021,316 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.056851 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $57,771 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,008,128 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.057305 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $10,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $972,883 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.010279 | DistributionYr3Rt |
| Total Distribution | 0.124435 | TotalDistributionRt |
| Average Distribution | 0.041478 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,001,201 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $41,528 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $261 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $41,789 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $55,120 | 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 | $261 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $261 | SubtotalAmt |
| Tax Based On Investment Income | $261 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $261 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | 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 | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
| ZACHARY O 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 |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,003,330 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,118 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,016,448 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,016,448 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,247 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,001,201 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $50,060 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $50,060 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $261 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $261 | TotalTaxAmt |
| Distributable Before Adj | $49,799 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $49,799 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $49,799 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $55,120 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $55,120 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $261 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $54,859 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $49,799 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $939 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $939 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $55,120 | QualifyingDistributionsAmt |
| Applied To Current Year | $49,799 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,321 | RemainingDistriFromCorpusAmt |
| Total Corpus | $6,260 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $6,260 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $939 | ExcessFromYear1Amt |
| Excess From Current Year | $5,321 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STUART AND 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 SOUTH | 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 (17 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 | PUBLIC | CHARITABLE - UNRESTRICTED | $7,500 |
| BBYO | |||||||
| 800 8TH STREET NW | WASHINGTON | DC | 20001 | NONE | PUBLIC | CHARITABLE - UNRESTRICTED | $1,000 |
| HOLOCAUST MUSEUM & EDUCATION CNTR | |||||||
| 4760 TAMIAMI TRAIL N 7 | NAPLES | FL | 34103 | NONE | PUBLIC | CHARITABLE - UNRESTRICTED | $1,600 |
| BETH TIKVAH | |||||||
| 1459 PINE RIDGE ROAD | NAPLES | FL | 34109 | NONE | PUBLIC | CHARITABLE - UNRESTRICTED | $16,230 |
| JEWISH NATIONAL FUND | |||||||
| 42 E 69TH STREET | NEW YORK | NY | 10021 | NONE | PUBLIC | CHARITABLE - UNRESTRICTED | $1,200 |
| DRIVE BY DOGOODERS | |||||||
| 3771 BOISE AVENUE | LOS ANGELES | CA | 90066 | NONE | PUBLIC | CHARITABLE - UNRESTRICTED | $1,000 |
| NATIONAL JEWISH FILM FESTIVAL | |||||||
| 1459 PINE RIDGE ROAD | NAPLES | FL | 34109 | NONE | PUBLIC | CHARITABLE - UNRESTRICTED | $1,250 |
| MAGNUM OPUS RANCH | |||||||
| PO BOX 110212 | NAPLES | FL | 34108 | NONE | PUBLIC | CHARITABLE - UNRESTRICTED | $500 |
| WELLFIT GIRLS | |||||||
| 7505 CORDOBA CIRCLE | NAPLES | FL | 34109 | NONE | PUBLIC | CHARITABLE - UNRESTRICTED | $250 |
| CAMP RAMAH RANCH | |||||||
| 70 DAROM LANE | CLAYTON | GA | 30525 | NONE | PUBLIC | CHARITABLE - UNRESTRICTED | $180 |
| CHABAD JEWISH CENTER OF BONITA | |||||||
| 24611 PRODUCTION CIRCLE | BONITA SPRINGS | FL | 34135 | NONE | PUBLIC | CHARITABLE - UNRESTRICTED | $3,500 |
| PRAGER UNIVERSITY FOUNDATION | |||||||
| 15021 VENTURA BLVD 552 | SHERMAN OAKS | CA | 91403 | NONE | PUBLIC | CHARITABLE - UNRESTRICTED | $1,000 |
| SUNSHINE LEARNING CENTER | |||||||
| 4143 TAMIAMI TRAIL EAST | NAPLES | FL | 34112 | NONE | PUBLIC | CHARITABLE - UNRESTRICTED | $3,300 |
| ZIONIST ORGANIZATION OF AMERICA | |||||||
| 633 THIRD AVE | NEW YORK | NY | 10017 | NONE | PUBLIC | CHARITABLE - UNRESTRICTED | $1,000 |
| GUARDIAN ANGELS MEDICAL SERV DOGS | |||||||
| 3251 NE 180TH AVE | WILLISTON | FL | 32696 | NONE | PUBLIC | CHARITABLE - UNRESTRICTED | $250 |
| CHILDRENS MUSEUM OF NAPLES | |||||||
| 15080 LIVINGSTON ROAD | NAPLES | FL | 34109 | NONE | PUBLIC | CHARITABLE - UNRESTRICTED | $5,000 |
| CHABAD LUBAVITCH OF MIDTOWN MANHATT | |||||||
| 509 5TH AVENUE | NEW YORK | NY | 10017 | NONE | PUBLIC | CHARITABLE - UNRESTRICTED | $360 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $45,120 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,475 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $23,002 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $47,477 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $47,477 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | NATIONAL FINANCIAL SERVICES LLC 7906 | StockNm |
| EOY Book Value | $838,319 | EOYBookValueAmt |
| EOYFMV | $848,141 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT EXP - NATIONAL FIN SR | CategoryTxt |
| Amt | $8,834 | Amt |
| Net Investment Income | $8,834 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX PAID | $341 | $341 |
| ANNUAL REPORT - FLORIDA | $61 | $61 |
| FEDERAL TAX PAID | $337 |