KAYE FAMILY FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- KAYE FAMILY FOUNDATION INC (EIN 47-4393116)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-07-21
- IRS object ID
- 201722029349100707
- 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
- Form 990-PF
- Schedule B
- 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 | 2017-07-21T14:28:33-04:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-05-18 | 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 | 2017-07-21 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | 25F92EBB308D084420C454BAAD2EE17C6081E27B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 25F92EBB308D084420C454BAAD2EE17C6081E27B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $998,488 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $20,930 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $18,169 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,169 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $30,575 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $297,253 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $30,575 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $50 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $50 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $69,724 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $48,794 | 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 | $2,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,000 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $8,651 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,651 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $316 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $255 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $5 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $40,972 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,911 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $48,050 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $48,050 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $89,022 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,911 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $58,050 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$19,298 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $27,883 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $987,698 | CashBOYAmt |
| Sav And Temp Cash Invst EOY | $19,660 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $19,660 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock EOY | $948,740 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $978,828 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $987,698 | TotalAssetsBOYAmt |
| Total Assets EOY | $968,400 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $998,488 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $987,698 | RetainedEarningBOYAmt |
| Retained Earning EOY | $968,400 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $987,698 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $968,400 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $987,698 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $968,400 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $987,698 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$19,298 | ExcessRevenueOverExpensesAmt |
| Subtotal | $968,400 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $968,400 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SEE ATTACH STMT - NAT FIN SRV 7906 | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2016-02-22 | AcquiredDt |
| Sold | 2016-07-28 | SoldDt |
| Gross Sales Price | $296,184 | GrossSalesPriceAmt |
| Cost Or Other Basis | $266,678 | CostOrOtherBasisAmt |
| Gain Or Loss | $29,506 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $29,506 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $30,575 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $29,506 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $10,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $972,883 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.010279 | DistributionYr1Rt |
| Total Distribution | 0.010279 | TotalDistributionRt |
| Average Distribution | 0.010279 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,008,128 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $10,363 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $279 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $10,642 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $58,050 | 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 | $279 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $279 | SubtotalAmt |
| Tax Based On Investment Income | $279 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $279 | 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 | $878,842 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $144,638 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,023,480 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,023,480 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,352 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,008,128 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $50,406 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $50,406 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $279 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $279 | TotalTaxAmt |
| Distributable Before Adj | $50,127 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $50,127 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $50,127 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $58,050 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $58,050 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $279 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $57,771 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $50,127 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $14,655 | UndistributedIncomePYAmt |
| Qualifying Distributions | $58,050 | QualifyingDistributionsAmt |
| Applied To Year1 | $14,655 | AppliedToYear1Amt |
| Applied To Current Year | $43,395 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $6,732 | UndistributedIncomeCYAmt |
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 (17 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 | $8,500 |
| 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 | $250 |
| HOLOCAUST MUSEUM & EDUCATION CNTR | |||||||
| 4760 TAMIAMI TRAIL N 7 | NAPLES | FL | 34103 | NONE | PUBLIC | CHARITABLE - UNRESTRICTED | $2,500 |
| GOLDRING INSTITUTE OF JEWISH LIFE | |||||||
| PO BOX 16528 | JACKSON | MS | 39236 | NONE | PUBLIC | CHARITABLE - UNRESTRICTED | $250 |
| CANCER ALLIANCE OF NAPLES INC | |||||||
| 3384 WOODS EDGE CIR 102 | BONITA SPRINGS | FL | 34134 | NONE | PUBLIC | CHARITABLE - UNRESTRICTED | $1,000 |
| JEWISH HISTORICAL SOCIETY SWFL | |||||||
| 2500 VANDERBILT BEACH RD | NAPLES | FL | 34109 | NONE | PUBLIC | CHARITABLE - UNRESTRICTED | $2,200 |
| BETH TIKVAH | |||||||
| 1459 PINE RIDGE ROAD | NAPLES | FL | 34109 | NONE | PUBLIC | CHARITABLE - UNRESTRICTED | $22,500 |
| MOVEABLE FEAST | |||||||
| 901 N MILTON AVENUE | BALTIMORE | MD | 21205 | NONE | PUBLIC | CHARITABLE - UNRESTRICTED | $100 |
| SWFL CHILDREN'S CHARITIES INC | |||||||
| 9736 COMMERCE CENTER CT | FORT MYERS | FL | 33908 | NONE | PUBLIC | CHARITABLE - UNRESTRICTED | $50 |
| CHILDRENS MIRACLE NETWORK HOSPITALS | |||||||
| 205 WEST 700 SOUTH | SALT LAKE CITY | UT | 84101 | NONE | PUBLIC | CHARITABLE - UNRESTRICTED | $1,500 |
| FDD | |||||||
| PO BOX 33249 | WASHINGTON | DC | 20033 | NONE | PUBLIC | CHARITABLE - UNRESTRICTED | $1,000 |
| JEWISH NATIONAL FUND | |||||||
| 42 EAST 69TH STREET | NEW YORK | NY | 10021 | NONE | PUBLIC | CHARITABLE - UNRESTRICTED | $1,200 |
| THE MICHAEL J FOX FOUNDATION | |||||||
| PO BOX 4777 | NEW YORK | NY | 10163 | NONE | PUBLIC | CHARITABLE - UNRESTRICTED | $1,000 |
| PARKINSON ASSOCIATION OF SWFL INC | |||||||
| 5926 PREMIER WAY 114 | NAPLES | FL | 34109 | NONE | PUBLIC | CHARITABLE - UNRESTRICTED | $1,000 |
| SEACREST COUNTRY DAY SCHOOL | |||||||
| 7100 DAVIS BLVD | NAPLES | FL | 34104 | NONE | PUBLIC | CHARITABLE - UNRESTRICTED | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $48,050 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,169 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $30,575 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $50 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $48,794 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $48,794 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERNICE ORKIN KAYE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O MATTHEW A LINDE PA | BusinessNameLine2Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12693 NEW BRITTANY BLVD | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33907 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $20,930 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $2,000 | 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 | $948,740 | EOYBookValueAmt |
| EOYFMV | $978,828 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BANK SERVICE FEES | $5 | $5 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS | Desc |
| Revenue And Expenses Per Books | $50 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $50 | 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 | $8,651 | Amt |
| Net Investment Income | $8,651 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX PAID | $255 | $255 |
| ANNUAL REPORT - FLORIDA | $61 |