KAYE FAMILY FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- KAYE FAMILY FOUNDATION INC (EIN 47-4393116)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-08-08
- IRS object ID
- 201802209349100200
- Schema version
- 2017v2.3
- 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
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-08-08T07:54:06-04:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-08-01 | 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 | 2018-08-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,048,727 | 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 | $26,291 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $26,291 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $28,634 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $375,357 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $28,634 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $27 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $27 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $54,952 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $54,952 | 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 | $8,784 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,784 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $625 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $285 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $97 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $97 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $41,606 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,266 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $48,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $48,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $90,006 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,266 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $58,400 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$35,054 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $33,686 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $19,660 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $26,664 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $26,664 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $948,740 | CorporateStockBOYAmt |
| Corporate Stock EOY | $906,682 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,022,063 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $968,400 | TotalAssetsBOYAmt |
| Total Assets EOY | $933,346 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,048,727 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $968,400 | RetainedEarningBOYAmt |
| Retained Earning EOY | $933,346 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $968,400 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $933,346 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $968,400 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $933,346 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $968,400 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$35,054 | ExcessRevenueOverExpensesAmt |
| Subtotal | $933,346 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $933,346 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SEE ATTACH STMT - NAT FIN SRV 7906 | P | $139,851 | $135,221 | $4,630 | $4,630 |
| SEE ATTACH STMT - NAT FIN SRV 7906 | P | $222,161 | $211,502 | $10,659 | $10,659 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $28,634 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $4,630 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $57,771 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,008,128 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.057305 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $10,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $972,883 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.010279 | DistributionYr2Rt |
| Total Distribution | 0.067584 | TotalDistributionRt |
| Average Distribution | 0.033792 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,021,316 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $34,512 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $337 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $34,849 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $58,400 | 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 | $337 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $337 | SubtotalAmt |
| Tax Based On Investment Income | $337 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $337 | 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 |
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 | 1.00 | $10,000 | $0 | $0 |
| CATHERINE JAY KAYE | ||||||||
| 163 EDGEMERE WAY SOUTH | NAPLES | FL | 34105 | SECRETARY | 1.00 | $10,000 | $0 | $0 |
| ZACHARY O KAYE | ||||||||
| 163 EDGEMERE WAY SOUTH | NAPLES | FL | 34105 | DIRECTOR | 1.00 | $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 | $1,022,670 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $14,199 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,036,869 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,036,869 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,553 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,021,316 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $51,066 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $51,066 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $337 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $337 | TotalTaxAmt |
| Distributable Before Adj | $50,729 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $50,729 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $50,729 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $58,400 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $58,400 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $337 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $58,063 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $50,729 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $6,732 | UndistributedIncomePYAmt |
| Qualifying Distributions | $58,400 | QualifyingDistributionsAmt |
| Applied To Year1 | $6,732 | AppliedToYear1Amt |
| Applied To Current Year | $50,729 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $939 | RemainingDistriFromCorpusAmt |
| Total Corpus | $939 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $939 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $939 | 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 (18 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 | $7,000 |
| TEMPLE MENORAH | |||||||
| 620 75TH STREET | MIAMI BEACH | FL | 33141 | NONE | CHURCH | CHARITABLE - UNRESTRICTED | $1,000 |
| BBYO | |||||||
| 800 8TH STREET NW | WASHINGTON | DC | 20001 | NONE | PUBLIC | CHARITABLE - UNRESTRICTED | $1,000 |
| VANDERBILT UNIVERSITY | |||||||
| 2301 VANDERBILT PLACE | NASHVILLE | TN | 37240 | NONE | PUBLIC | CHARITABLE - UNRESTRICTED | $100 |
| HOLOCAUST MUSEUM & EDUCATION CNTR | |||||||
| 4760 TAMIAMI TRAIL N 7 | NAPLES | FL | 34103 | NONE | PUBLIC | CHARITABLE - UNRESTRICTED | $4,250 |
| BETH TIKVAH | |||||||
| 1459 PINE RIDGE ROAD | NAPLES | FL | 34109 | NONE | PUBLIC | CHARITABLE - UNRESTRICTED | $14,250 |
| SEACREST COUNTRY DAY SCHOOL | |||||||
| 7100 DAVIS BLVD | NAPLES | FL | 34104 | NONE | PUBLIC | CHARITABLE - UNRESTRICTED | $1,000 |
| SHRINERS HOSPITAL FOR CHILDREN | |||||||
| 2900 N ROCKY POINT DR | TAMPA | FL | 33607 | NONE | PUBLIC | CHARITABLE - UNRESTRICTED | $1,000 |
| ISRAELI TENNIS CENTERS FOUNDATION | |||||||
| 57 W 38TH STREET STE 605 | NEW YORK | NY | 10018 | NONE | PUBLIC | CHARITABLE - UNRESTRICTED | $500 |
| AMERICAN ISRAEL PUBLIC AFFAIRS | |||||||
| 110 E BROWARD BLVD 700 | FORT LAUDERDALE | FL | 33301 | NONE | PUBLIC | CHARITABLE - UNRESTRICTED | $12,500 |
| COMMUNITY FOUNDATION OF COLLIER | |||||||
| 1110 PINE RIDGE ROAD 200 | NAPLES | FL | 34108 | NONE | PUBLIC | CHARITABLE - UNRESTRICTED | $1,000 |
| TEMPLE SHALOM | |||||||
| 4630 PINE RIDGE ROAD | NAPLES | FL | 34119 | NONE | CHURCH | CHARITABLE - UNRESTRICTED | $1,000 |
| MOVEABLE FEAST | |||||||
| 901 NORTH MILTON AVE | BALTIMORE | MD | 21205 | NONE | PUBLIC | CHARITABLE - UNRESTRICTED | $200 |
| CHILDREN'S MIRACLE NETWORK | |||||||
| 205 WEST 700 SOUTH | SALT LAKE CITY | UT | 84101 | NONE | PUBLIC | CHARITABLE - UNRESTRICTED | $1,000 |
| DINING FOR WOMEN | |||||||
| PO BOX 25633 | GREENVILLE | SC | 29616 | NONE | PUBLIC | CHARITABLE - UNRESTRICTED | $100 |
| AMY FEIMAN FOUNDATION | |||||||
| 632 BENTLEY DRIVE | NAPLES | FL | 34110 | NONE | PRIVATE FOUN | CHARITABLE - UNRESTRICTED | $250 |
| FRIENDS OF MAGEN DAVID | |||||||
| 352 7TH AVENUE 400 | NEW YORK | NY | 10001 | NONE | PUBLIC | CHARITABLE - UNRESTRICTED | $250 |
| JEWISH HISTORICAL SOCIETY OF SWFL | |||||||
| 899 VANDERBILTRD 116 | NAPLES | FL | 34108 | NONE | PUBLIC | CHARITABLE - UNRESTRICTED | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $48,400 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26,291 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $28,634 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $54,952 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $54,952 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | INCOME EARNED ON SECURITIES IS USED TO FUND CHARITABLE CONTRIBUTIONS TO 501(C)(3) ORGANIZATIONS. |
| 8 | INCOME EARNED ON THE SALE OF SECURITIES IS USED TO FUND CHARITABLE CONTRIBUTIONS TO 501(C)(3) ORGANIZATIONS. |
| 11B | INCOME EARNED ON SECURITIES IS USED TO FUND CHARITABLE CONTRIBUTIONS TO 501(C)(3) ORGANIZATIONS. |
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 | $906,682 | EOYBookValueAmt |
| EOYFMV | $1,022,063 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| OFFICE EXPENSES | $97 | $97 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS | Desc |
| Revenue And Expenses Per Books | $27 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $27 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES - NATIONAL FIN S | CategoryTxt |
| Amt | $8,784 | Amt |
| Net Investment Income | $8,784 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX PAID | $285 | $285 |
| ANNUAL REPORT - FLORIDA | $61 | |
| FEDERAL TAX PAID | $279 |