NACCHIO FOUNDATION INC: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
NACCHIO FOUNDATION INC (EIN 22-3740835)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-08-21
IRS object ID
201712339349100256
Schema version
2016v3.0
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)
Return2017-08-21T13:16:45-04:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

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 Begin2016-01-01TaxPeriodBeginDt

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
Signature2017-08-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonVINCENT P VILLATA JRPreparerPersonNm
PTINP00887202PTIN
Phone2013916644PhoneNum
Preparation2017-08-11PreparationDt

Filing Security Information FilingSecurityInformation

FieldValueIRS element (for citing)
At Submission Creation Device IdE098D37C81DCC429B29810E1DEE66A9307E2CFABAtSubmissionCreationDeviceId
At Submission Filing Device IdD65B8C24A6D834F8E6E3582B5F89B03B947C9ED7AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$430,927FMVAssetsEOYAmt
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$11,674DividendsRevAndExpnssAmt
Dividends Net Invst Incm$11,674DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$9,475NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$747,122GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$9,475CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$21,149TotalRevAndExpnssAmt
Total Net Invst Incm$21,149TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$2,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,500AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$1,369OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,369OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$576TaxesRevAndExpnssAmt
Taxes Net Invst Incm$416TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$4,445TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,285TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$4,445TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,285TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$16,704ExcessRevenueOverExpensesAmt
Net Investment Income$16,864NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$78,022SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$9,754SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$9,754SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$312AcctRcvblAmt
Acct Rcvbl EOY$312AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$312AcctRcvblEOYFMVAmt
Corporate Stock BOY$304,847CorporateStockBOYAmt
Corporate Stock EOY$389,507CorporateStockEOYAmt
Corporate Stock EOYFMV$420,861CorporateStockEOYFMVAmt
Total Assets BOY$382,869TotalAssetsBOYAmt
Total Assets EOY$399,573TotalAssetsEOYAmt
Total Assets EOYFMV$430,927TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$382,869RetainedEarningBOYAmt
Retained Earning EOY$399,573RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$382,869TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$399,573TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$382,869TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$399,573TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$382,869TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$16,704ExcessRevenueOverExpensesAmt
Subtotal$399,573SubtotalAmt
Tot Net Ast Or Fund Balances EOY$399,573TotNetAstOrFundBalancesEOYAmt

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
SCHEDULE D TRANSACTIONS SEE ATTACHEDP$448,630$441,580$7,050$7,050
SCHEDULE D TRANSACTIONS SEE ATTACHEDP$298,472$296,067$2,405$2,405
FieldValueIRS element (for citing)
Capital Gain Net Income$9,475CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$7,050NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Net Vl Noncharitable Assets Yr1$398,363NetVlNoncharitableAssetsYr1Amt
Net Vl Noncharitable Assets Yr2$392,223NetVlNoncharitableAssetsYr2Amt
Adjusted Qlfy Distri Yr3$14,650AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$364,611NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.040180DistributionYr3Rt
Adjusted Qlfy Distri Yr4$44,514AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$375,250NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.118625DistributionYr4Rt
Adjusted Qlfy Distri Yr5$44,189AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$390,949NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.113030DistributionYr5Rt
Total Distribution0.271835TotalDistributionRt
Average Distribution0.090612AverageDistributionRt
Net Vl Noncharitable Assets$393,884NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$35,691AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$169NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$35,860AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$0QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$337InvestmentIncomeExciseTaxAmt
Subtotal$337SubtotalAmt
Tax Based On Investment Income$337TaxBasedOnInvestmentIncomeAmt
Applied To Es Tax$234AppliedToEsTaxAmt
Total Payments And Credits$234TotalPaymentsAndCreditsAmt
Tax Due$103TaxDueAmt

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$397,257AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,625AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$399,882TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$399,882AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,998CashDeemedCharitableAmt
Net Vl Noncharitable Assets$393,884NetVlNoncharitableAssetsAmt
Minimum Investment Return$19,694MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$19,694MinimumInvestmentReturnAmt
Tax Based On Investment Income$337TaxBasedOnInvestmentIncomeAmt
Total Tax$337TotalTaxAmt
Distributable Before Adj$19,357DistributableBeforeAdjAmt
Distributable Before Ded$19,357DistributableBeforeDedAmt
Distributable As Adjusted$19,357DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$0ExpensesAndContributionsAmt
Qualifying Distributions$0QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$19,357DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$6,533ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$25,823ExcessDistributionCyovYr4Amt
Total Excess Distribution Cyov$32,356TotalExcessDistributionCyovAmt
Excess Distri Cyov App CY Corpus$19,357ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$19,357ExcessDistributionCyovAppCYAmt
Total Corpus$12,999TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$12,999ExcessDistriCyovToNextYrAmt
Excess From Year4$12,999ExcessFromYear4Amt

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

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11,674ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$20ExclusionAmt
Related Or Exempt Function Incm$9,455RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$11,694ExclusionAmt
Related Or Exempt Function Incm$9,455RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$21,149TotalIncomeProducingActyAmt

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$2,500Amt
Net Investment Income$2,500NetInvestmentIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CHEVRON CORPORATION$30,120$33,898
MUTUAL FUNDS$359,387$386,963

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNT MANAGEMENT FEESCategoryTxt
Amt$1,369Amt
Net Investment Income$1,369NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES$416$416
FEDERAL TAXES$160

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