BETA

ROBERT AND JANET NANFELT FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
ROBERT AND JANET NANFELT FOUNDATION (EIN 22-6937092)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-02-28
IRS object ID
201840599349100009
Schema version
2017v2.2
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)
Return2018-02-28T13:55:37-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN223701514PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WEFFERLING & COMPANY CPAS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line135 SMULL AVEAddressLine1Txt
CityCALDWELLCityNm
State AbbreviationNJStateAbbreviationCd
ZIP070065011ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN226937092EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROBERT AND JANET NANFELT FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlROBEBusinessNameControlTxt
Phone9413306136PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1886 S PACKINGHOUSE ROADAddressLine1Txt
CitySARASOTACityNm
State AbbreviationFLStateAbbreviationCd
ZIP34232ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEPHEN PETER NANFELTPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone9413306136PhoneNum
Signature2018-02-12SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLAWRENCE M WEFFERLINGPreparerPersonNm
PTINP01329531PTIN
Phone9732263111PhoneNum
Preparation2018-02-28PreparationDt
Self EmployedYes (X)SelfEmployedInd
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$41,199FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$35,840ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$2,515DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,515DividendsNetInvstIncmAmt
Dividends Adj Net Incm$2,515DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$3,006NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,006GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,006CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$41,361TotalRevAndExpnssAmt
Total Net Invst Incm$5,521TotalNetInvstIncmAmt
Total Adj Net Incm$2,515TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$650AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$650AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$17TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$2,190OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$2,857TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$650TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$39,120ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$39,120ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$41,977TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$650TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$39,120TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$616ExcessRevenueOverExpensesAmt
Net Investment Income$4,871NetInvestmentIncomeAmt
Adjusted Net Income$2,515AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$611CashBOYAmt
Cash EOY$4,381CashEOYAmt
Cash EOYFMV$4,381CashEOYFMVAmt
Acct Rcvbl$2,190AcctRcvblAmt
Acct Rcvbl EOY$2,190AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$2,190AcctRcvblEOYFMVAmt
Corporate Stock BOY$41,204CorporateStockBOYAmt
Corporate Stock EOY$34,628CorporateStockEOYAmt
Corporate Stock EOYFMV$34,628CorporateStockEOYFMVAmt
Total Assets BOY$41,815TotalAssetsBOYAmt
Total Assets EOY$41,199TotalAssetsEOYAmt
Total Assets EOYFMV$41,199TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$41,815RetainedEarningBOYAmt
Retained Earning EOY$41,199RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$41,815TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$41,199TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$41,815TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$41,199TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$41,815TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$616ExcessRevenueOverExpensesAmt
Subtotal$41,199SubtotalAmt
Tot Net Ast Or Fund Balances EOY$41,199TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$3,006CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$44,098AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$108,662NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.405827DistributionYr1Rt
Adjusted Qlfy Distri Yr2$20,760AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$106,743NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.194486DistributionYr2Rt
Adjusted Qlfy Distri Yr3$20,975AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$121,999NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.171928DistributionYr3Rt
Adjusted Qlfy Distri Yr4$16,760AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$127,718NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.131227DistributionYr4Rt
Adjusted Qlfy Distri Yr5$2,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$129,974NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.015388DistributionYr5Rt
Total Distribution0.918856TotalDistributionRt
Average Distribution0.183771AverageDistributionRt
Net Vl Noncharitable Assets$39,400NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$7,241AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$49NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$7,290AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$39,120QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$49InvestmentIncomeExciseTaxAmt
Subtotal$49SubtotalAmt
Tax Based On Investment Income$49TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$21EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$21TotalPaymentsAndCreditsAmt
Tax Due$28TaxDueAmt

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 SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1WEFFERLING AND COMPANY CPAS LLCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9732263111PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line135 SMULL AVENUEAddressLine1Txt
CityCALDWELLCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07006ZIPCd
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
JANET A NANFELT
886 S PACKINGHOUSE ROADSARASOTAFL34232TRUSTEE1.00$0$0$0
STEPHEN PETER NANFELT
886 S PAKINGHOUSE ROADSARASOTAFL34232TRUSTEE1.00$0$0$0
PETER NANFELT
886 S PACKINGHOUSE ROADSARASOTAFL34232TRUSTEE1.00$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$37,000AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,000AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$40,000TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$40,000AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$600CashDeemedCharitableAmt
Net Vl Noncharitable Assets$39,400NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,970MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,970MinimumInvestmentReturnAmt
Tax Based On Investment Income$49TaxBasedOnInvestmentIncomeAmt
Total Tax$49TotalTaxAmt
Distributable Before Adj$1,921DistributableBeforeAdjAmt
Distributable Before Ded$1,921DistributableBeforeDedAmt
Distributable As Adjusted$1,921DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$39,120ExpensesAndContributionsAmt
Qualifying Distributions$39,120QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$49PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$39,071AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,921DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$10,293ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$14,925ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$15,503ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$38,699ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$79,420TotalExcessDistributionCyovAmt
Qualifying Distributions$39,120QualifyingDistributionsAmt
Applied To Current Year$1,921AppliedToCurrentYearAmt
Remaining Distri From Corpus$37,199RemainingDistriFromCorpusAmt
Total Corpus$116,619TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$116,619ExcessDistriCyovToNextYrAmt
Excess From Year4$10,293ExcessFromYear4Amt
Excess From Year3$14,925ExcessFromYear3Amt
Excess From Year2$15,503ExcessFromYear2Amt
Excess From Year1$38,699ExcessFromYear1Amt
Excess From Current Year$37,199ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJANET OR STEPHEN NANFELTRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12047 ROSELAWN STREETAddressLine1Txt
CitySARASOTACityNm
State AbbreviationFLStateAbbreviationCd
ZIP34231ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9413306136RecipientPhoneNum
Form And Info And MaterialsNO SPECIFIED FORMAT.FormAndInfoAndMaterialsTxt
Submission DeadlinesNO SUBMISSION DEADLINE.SubmissionDeadlinesTxt
Restrictions On AwardsNO SPECIFIC LIMITATIONSRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
HOPE CHURCH
1560 WENDELL KENT ROADSARASOTAFL34240TAX EXEMPTGENERAL CONTRIBUTION$6,000
CROSSROADS CHRISTIAN AC
9 PITTSTOWN ROADCLINTONNJ08809TAX EXEMPTGENERAL DONATION$120
XZONE
6851 COURTHOUSE ROADELENTONFL34222TAX EXEMPTGENERAL CHARITABLE$32,000
THE COMMUNITY WITHIN
6345 FRENCH CREEK CTCHESTERFIELDVA23832TAX EXEMPTGENERAL CHARITABLE$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$39,120TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,515ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,006ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$5,521ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5,521TotalIncomeProducingActyAmt

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)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$650Amt
Net Investment Income$650NetInvestmentIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
EOY Book Value$34,628EOYBookValueAmt
EOYFMV$34,628EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
PAID ITEMS WRONG$2,190

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT TAXES/LICENSESCategoryTxt
Amt$17Amt

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