N J AND J FAMILY FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- N J AND J FAMILY FOUNDATION INC (EIN 46-3703833)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-04-13
- IRS object ID
- 201841039349100639
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-04-13T17:27:37-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 541631262 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEITERSTEPHENSHURSTGARY & SHREAVESPC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4401 DOMINION BLVD | AddressLine1Txt |
| City | GLEN ALLEN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23060 | 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 | 463703833 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | N J AND J FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NJAN | BusinessNameControlTxt |
| Phone | 8042703500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 784 TRAMORE LANE | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY WHITE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8042703500 | PhoneNum |
| Signature | 2018-04-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | A PAUL HECKMAN | PreparerPersonNm |
| PTIN | P00404992 | PTIN |
| Phone | 8047470000 | PhoneNum |
| 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 | $2,675,788 | 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 |
| Interest On Sav Rev And Expnss | $523 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $523 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $56,483 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $56,483 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $63,534 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $385,720 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $63,534 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $120,540 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $120,540 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $24,402 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $24,402 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,517 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $522 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $27,676 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,931 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $130,695 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $130,695 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $158,371 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,931 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $130,695 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$37,831 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $95,609 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $419,943 | CashBOYAmt |
| Cash EOY | $29,837 | CashEOYAmt |
| Cash EOYFMV | $29,859 | CashEOYFMVAmt |
| Other Investments BOY | $1,809,095 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,159,916 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,645,929 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,229,038 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,189,753 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,675,788 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $2,229,038 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,189,753 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,229,038 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,189,753 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,229,038 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,189,753 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,229,038 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$37,831 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,191,207 | SubtotalAmt |
| Other Decreases | $1,454 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,189,753 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (25 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 30 SHRS BECTON DICKINSON & CO | 2017-03-24 | 2017-12-19 | $6,681 | $5,530 | $1,151 | $1,151 | |
| 60 SHRS JP MORGAN CHASE & CO | 2016-08-10 | 2017-07-31 | $5,523 | $3,920 | $1,603 | $1,603 | |
| 35 SHRS MASTERCARD INC CL A | 2017-03-24 | 2017-07-31 | $4,483 | $3,933 | $550 | $550 | |
| 50 SHRS MICROSOFT CORP | 2017-03-24 | 2017-07-31 | $3,643 | $3,257 | $386 | $386 | |
| 445 SHRS PEPSICO INC. | 2017-03-24 | 2017-09-20 | $50,975 | $49,887 | $1,088 | $1,088 | |
| 25 SHRS PRAXAIR INC. | 2017-03-24 | 2017-07-31 | $3,252 | $2,933 | $319 | $319 | |
| 120 SHRS APPLE COMPUTER INC. | 2013-10-09 | 2017-07-31 | $17,862 | $8,311 | $9,551 | $9,551 | |
| 30 SHRS APPLE COMPUTER INC. | 2013-10-09 | 2017-10-25 | $4,680 | $2,078 | $2,602 | $2,602 | |
| 30 SHRS APPLE COMPUTER INC. | 2013-10-09 | 2017-12-19 | $5,239 | $2,078 | $3,161 | $3,161 | |
| 300 SHRS BAXTER INTERNATIONAL | 2013-10-09 | 2017-03-24 | $15,605 | $10,790 | $4,815 | $4,815 | |
| 100 SHRS BAXTER INTERNATIONAL | 2013-11-04 | 2017-03-24 | $5,202 | $3,639 | $1,563 | $1,563 | |
| 300 SHRS BAXTER INTERNATIONAL | 2015-04-16 | 2017-03-24 | $15,605 | $11,613 | $3,992 | $3,992 | |
| 1000 SHRS GENERAL ELECTRIC CO | 2013-10-09 | 2017-03-24 | $29,684 | $23,685 | $5,999 | $5,999 | |
| 100 SHRS GENERAL ELECTRIC CO | 2013-11-04 | 2017-03-24 | $2,969 | $2,643 | $326 | $326 | |
| 75 SHRS JP MORGAN CHASE & CO | 2016-08-10 | 2017-12-19 | $7,989 | $4,901 | $3,088 | $3,088 | |
| 40 SHRS MCDONALDS CORP | 2016-08-10 | 2017-10-25 | $6,542 | $4,757 | $1,785 | $1,785 | |
| 300 SHRS MERCK & CO INC | 2010-10-09 | 2017-03-24 | $18,914 | $14,227 | $4,687 | $4,687 | |
| 100 SHRS MERCK & CO INC. | 2013-11-04 | 2017-03-24 | $6,305 | $4,590 | $1,715 | $1,715 | |
| 200 SHRS MERCK & CO INC. | 2014-01-09 | 2017-03-24 | $12,609 | $9,908 | $2,701 | $2,701 | |
| 605 SHRS SPDR INDEX SHS FDS DJ WILSHIRE | 2013-12-10 | 2017-03-24 | $22,599 | $24,997 | -$2,398 | -$2,398 | |
| 400 SHRS SPDR INDEX SHS FDS DJ WILSHIRE | 2014-01-09 | 2017-03-24 | $14,942 | $16,198 | -$1,256 | -$1,256 | |
| 315 SHRS VALERO ENERGY | 2013-10-09 | 2017-03-24 | $20,818 | $10,722 | $10,096 | $10,096 | |
| 740 SHRS VANGUARD INDEX FDS REIT | 2015-12-22 | 2017-03-24 | $60,810 | $57,992 | $2,818 | $2,818 | |
| 5069.28 SHRS VIRTUS SEIX HIGH YIELD FUND | 2016-04-06 | 2017-07-31 | $42,785 | $39,597 | $3,188 | $3,188 | |
| CAPITAL GAINS DIVIDENDS | $4 | $4 | $4 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $63,534 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $119,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,015,058 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.059304 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $122,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,145,166 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.057105 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $182,602 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,275,419 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.080250 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $73,900 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,751,478 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.042193 | DistributionYr4Rt |
| Total Distribution | 0.238852 | TotalDistributionRt |
| Average Distribution | 0.059713 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,519,085 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $150,422 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $956 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $151,378 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $130,695 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,912 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,912 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,912 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $800 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,112 | 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 | 0 | 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 | NANCY WHITE | IndividualWithBooksNm |
| Phone | 8042703500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 784 TRAMORE LANE | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34108 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| NANCY WHITE | ||||||||
| 784 TRAMORE LANE | NAPLES | FL | 34108 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| JODI TIMNA | ||||||||
| 784 TRAMORE LANE | NAPLES | FL | 34108 | SECRETARY | 0.50 | $0 | $0 | $0 |
| JILL LEVINE | ||||||||
| 784 TRAMORE LANE | NAPLES | FL | 34108 | TREASURER | 0.50 | $0 | $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 | $2,433,964 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $123,483 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,557,447 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,557,447 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $38,362 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,519,085 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $125,954 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $125,954 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,912 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,912 | TotalTaxAmt |
| Distributable Before Adj | $124,042 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $124,042 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $124,042 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $130,695 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $130,695 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $130,695 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $124,042 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $52,849 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $69,587 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $15,826 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $19,542 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $157,804 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $130,695 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $124,042 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,653 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $164,457 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $164,457 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $52,849 | ExcessFromYear4Amt |
| Excess From Year3 | $69,587 | ExcessFromYear3Amt |
| Excess From Year2 | $15,826 | ExcessFromYear2Amt |
| Excess From Year1 | $19,542 | ExcessFromYear1Amt |
| Excess From Current Year | $6,653 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | NANCY WHITE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 784 TRAMORE LANE | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8042703500 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARTIS NAPLES | |||||||
| 5833 PELICAN BAY BOULEVARD | NAPLES | FL | 34108 | NONE | PC | GENERAL PURPOSES | $5,000 |
| CONSERVANCY OF SOUTHWEST FLORIDA | |||||||
| 1495 SMITH PRESERVE WAY | NAPLES | FL | 34102 | NONE | PC | GENERAL PURPOSES | $10,000 |
| JEWISH FEDERATION OF CHICAGO | |||||||
| 30 S WELLS STREET | CHICAGO | IL | 60602 | NONE | PC | GENERAL PURPOSES | $1,000 |
| NAPLES EQUESTRIAN CHALLENGE | |||||||
| 206 RIDGE DRIVE | NAPLES | FL | 34108 | NONE | PC | GENERAL PURPOSES | $7,500 |
| RIGHT ANGLE FOUNDATION | |||||||
| 1 N STATE STREET 7 - LOWER | CHICAGO | IL | 60602 | NONE | PC | GENERAL PURPOSES | $5,000 |
| SHELTER FOR ABUSED WOMEN & CHILDREN | |||||||
| PO BOX 10102 | NAPLES | FL | 34101 | NONE | PC | GENERAL PURPOSES | $100,000 |
| TEMPLE ISRAEL | |||||||
| 7255 GRANBY STREET | NORFOLD | VA | 23505 | NONE | PC | GENERAL PURPOSES | $2,195 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $130,695 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $523 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $56,483 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $63,534 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $120,540 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $120,540 | TotalIncomeProducingActyAmt |
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 | $1,750 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS - US TRUST | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $2,159,916 | BookValueAmt |
| EOYFMV | $2,645,929 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT COST ADJUSTMENT | Desc |
| Amt | $1,454 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT EXPENSES | Desc |
| Revenue And Expenses Per Books | $7 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $7 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES - US TRUST | CategoryTxt |
| Amt | $24,402 | Amt |
| Net Investment Income | $24,402 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $522 | $522 | $0 |
| EXCISE TAXES | $995 | $0 | $0 |
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