NACCHIO FOUNDATION INC: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
NACCHIO FOUNDATION INC (EIN 22-3740835)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-10
IRS object ID
201811309349101716
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-05-10T14:30:11-04:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN222544959PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BECK VILLATA & CO PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line128 W GRAND AVE STE 11AddressLine1Txt
CityMONTVALECityNm
State AbbreviationNJStateAbbreviationCd
ZIP07645ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN223740835EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE NACCHIO FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlNACCBusinessNameControlTxt
Phone9738867187PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1119 SPINNAKER LANEAddressLine1Txt
CityJUPITERCityNm
State AbbreviationFLStateAbbreviationCd
ZIP334774003ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANNE M ESKERPersonNm
Person TitlePRES & TREASPersonTitleTxt
Phone9738867187PhoneNum
Signature2018-05-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonVINCENT P VILLATA JRPreparerPersonNm
PTINP00887202PTIN
Phone2013916644PhoneNum
Preparation2018-05-09PreparationDt
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$498,307FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$11,356DividendsRevAndExpnssAmt
Dividends Net Invst Incm$11,356DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$14,173NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$412,299GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$14,173CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$25,529TotalRevAndExpnssAmt
Total Net Invst Incm$25,529TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$2,650AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,650AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$2,325OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,325OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$770TaxesRevAndExpnssAmt
Taxes Net Invst Incm$433TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$28OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$28OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$5,773TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,436TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$5,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$5,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$11,273TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,436TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$5,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$14,256ExcessRevenueOverExpensesAmt
Net Investment Income$20,093NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$9,754SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$9,342SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$9,342SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$146AcctRcvblAmt
Acct Rcvbl BOY$312AcctRcvblBOYAmt
Acct Rcvbl EOY$146AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$146AcctRcvblEOYFMVAmt
Corporate Stock BOY$389,507CorporateStockBOYAmt
Corporate Stock EOY$404,341CorporateStockEOYAmt
Corporate Stock EOYFMV$488,819CorporateStockEOYFMVAmt
Total Assets BOY$399,573TotalAssetsBOYAmt
Total Assets EOY$413,829TotalAssetsEOYAmt
Total Assets EOYFMV$498,307TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$399,573RetainedEarningBOYAmt
Retained Earning EOY$413,829RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$399,573TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$413,829TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$399,573TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$413,829TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$399,573TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$14,256ExcessRevenueOverExpensesAmt
Subtotal$413,829SubtotalAmt
Tot Net Ast Or Fund Balances EOY$413,829TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CHARLES SCHWAB2385 - SEE ATTACHEDP$348,896$342,476$6,420$6,420
CHARLES SCHWAB2385 - SEE ATTACHEDP$63,403$55,650$7,753$7,753
FieldValueIRS element (for citing)
Capital Gain Net Income$14,173CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$6,420NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Net Vl Noncharitable Assets Yr1$393,884NetVlNoncharitableAssetsYr1Amt
Net Vl Noncharitable Assets Yr2$398,363NetVlNoncharitableAssetsYr2Amt
Net Vl Noncharitable Assets Yr3$392,223NetVlNoncharitableAssetsYr3Amt
Adjusted Qlfy Distri Yr4$14,650AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$364,611NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.040180DistributionYr4Rt
Adjusted Qlfy Distri Yr5$44,514AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$375,250NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.118625DistributionYr5Rt
Total Distribution0.158805TotalDistributionRt
Average Distribution0.079403AverageDistributionRt
Net Vl Noncharitable Assets$457,824NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$36,353AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$201NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$36,554AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$5,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$402InvestmentIncomeExciseTaxAmt
Subtotal$402SubtotalAmt
Tax Based On Investment Income$402TaxBasedOnInvestmentIncomeAmt
Tax Due$402TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksANNE M ESKERIndividualWithBooksNm
Phone9738867187PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1119 SPINNAKER LANEAddressLine1Txt
CityJUPITERCityNm
State AbbreviationFLStateAbbreviationCd
ZIP334774003ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ANNE M ESKER
119 SPINNAKER LANEJUPITERFL33477PRES & TREAS0.50$0$0$0
DAVID E NACCHIO
PO BOX 457MENDHAMNJ07945VICE PRES0.25$0$0$0
MICHAEL J E NACCHIO
310 WEST 52ND STREET APT 14CNEW YORKNY10019SECRETARY0.25$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$454,056AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$10,740AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$464,796TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$464,796AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,972CashDeemedCharitableAmt
Net Vl Noncharitable Assets$457,824NetVlNoncharitableAssetsAmt
Minimum Investment Return$22,891MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$22,891MinimumInvestmentReturnAmt
Tax Based On Investment Income$402TaxBasedOnInvestmentIncomeAmt
Total Tax$402TotalTaxAmt
Distributable Before Adj$22,489DistributableBeforeAdjAmt
Distributable Before Ded$22,489DistributableBeforeDedAmt
Distributable As Adjusted$22,489DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$5,500ExpensesAndContributionsAmt
Qualifying Distributions$5,500QualifyingDistributionsAmt
Adjusted Qualifying Distri$5,500AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$22,489DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$12,999ExcessDistributionCyovYr5Amt
Total Excess Distribution Cyov$12,999TotalExcessDistributionCyovAmt
Qualifying Distributions$5,500QualifyingDistributionsAmt
Applied To Current Year$5,500AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$12,999ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$12,999ExcessDistributionCyovAppCYAmt
Undistributed Income CY$3,990UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonANNE M ESKERRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1119 SPINNAKER LANEAddressLine1Txt
CityJUPITERCityNm
State AbbreviationFLStateAbbreviationCd
ZIP334774003ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9738867187RecipientPhoneNum
Form And Info And MaterialsWRITTEN LETTER WITH INFORMATION REGARDING THE BACKGROUND OF THE ORGANIZATION AND PROOF OF TAX EXEMPT STATUS.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BRIAN &BEHAVIOR RESEARCH FOUNDATION
90 PARK AVENUE16TH FLOORNEW YORKNY10016501(C)3DONATION$500
JUPITER MEDICAL CENTER FOUNDATION
1210 OLD DIXIE HWYJUPITERFL33458501(C)3DONATION$3,000
THE PALM BEACH COUNTY FOOD BANK
525 GATOR DRLANTANAFL33462501(C)3DONATION$300
FEEDING SOUTH FLORIDA
2501 SW 32ND TERRPEMBROKE PARKFL33023501(C)3DONATION$500
NATIONAL ALLIANCE OF MENTAL ILLNESS
3803 N FAIRFAX DRSUITE 100ARLINGTONVA22203501(C)3DONATION$550
BROOKSIDE ENGINE COMPANY
PO BOX 196BROOKSIDENJ07926501(C)3DONATION$150
INNOCENCE PROJECT OF FLORIDA INC
1100 E PARK AVETALLAHASSEEFL32301501(C)3DONATION$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$5,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11,356ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$14,173RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$11,356ExclusionAmt
Related Or Exempt Function Incm$14,173RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$25,529TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,650Amt
Net Investment Income$2,650NetInvestmentIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CHEVRON CORPORATION$30,120$36,055
MUTUAL FUNDS$374,221$452,764

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
ANNUAL REPORT$28$28

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNT MANAGEMENT FEESCategoryTxt
Amt$2,325Amt
Net Investment Income$2,325NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES$433$433
FEDERAL TAXES$337

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