NACCHIO FOUNDATION INC: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
NACCHIO FOUNDATION INC (EIN 22-3740835)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-04-04
IRS object ID
201610959349100301
Schema version
2015v2.1
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)
Return2016-04-04T08:48:47-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

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 Begin2015-01-01TaxPeriodBeginDt

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
Signature2016-04-03SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonVINCENT P VILLATA JRPreparerPersonNm
PTINP00887202PTIN
Phone2013916644PhoneNum
Preparation2016-04-03PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$389,732FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$50ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$8,072DividendsRevAndExpnssAmt
Dividends Net Invst Incm$8,072DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$4,612NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,612GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$4,612CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$12,734TotalRevAndExpnssAmt
Total Net Invst Incm$12,684TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$2,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,500AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$1,872OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,872OtherProfFeesNetInvstIncmAmt
Interest Rev And Expnss$17InterestRevAndExpnssAmt
Interest Net Invst Incm$17InterestNetInvstIncmAmt
Taxes Rev And Expnss$1,023TaxesRevAndExpnssAmt
Taxes Net Invst Incm$224TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$50OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$50OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$5,462TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,663TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$5,462TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,663TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$7,272ExcessRevenueOverExpensesAmt
Net Investment Income$8,021NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$102,319SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$78,022SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$78,022SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$273,278CorporateStockBOYAmt
Corporate Stock EOY$304,847CorporateStockEOYAmt
Corporate Stock EOYFMV$311,710CorporateStockEOYFMVAmt
Total Assets BOY$375,597TotalAssetsBOYAmt
Total Assets EOY$382,869TotalAssetsEOYAmt
Total Assets EOYFMV$389,732TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$375,597RetainedEarningBOYAmt
Retained Earning EOY$382,869RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$375,597TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$382,869TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$375,597TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$382,869TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$375,597TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$7,272ExcessRevenueOverExpensesAmt
Subtotal$382,869SubtotalAmt
Tot Net Ast Or Fund Balances EOY$382,869TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$4,612CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Net Vl Noncharitable Assets Yr1$392,223NetVlNoncharitableAssetsYr1Amt
Adjusted Qlfy Distri Yr2$14,650AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$364,611NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.040180DistributionYr2Rt
Adjusted Qlfy Distri Yr3$44,514AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$375,250NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.118625DistributionYr3Rt
Adjusted Qlfy Distri Yr4$44,189AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$390,949NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.113030DistributionYr4Rt
Adjusted Qlfy Distri Yr5$38,050AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$430,123NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.088463DistributionYr5Rt
Total Distribution0.360298TotalDistributionRt
Average Distribution0.090075AverageDistributionRt
Net Vl Noncharitable Assets$398,363NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$35,883AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$80NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$35,963AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$0QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$160InvestmentIncomeExciseTaxAmt
Subtotal$160SubtotalAmt
Tax Based On Investment Income$160TaxBasedOnInvestmentIncomeAmt
Tax Due$160TaxDueAmt

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
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
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$334,316AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$70,113AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$404,429TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$404,429AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,066CashDeemedCharitableAmt
Net Vl Noncharitable Assets$398,363NetVlNoncharitableAssetsAmt
Minimum Investment Return$19,918MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$19,918MinimumInvestmentReturnAmt
Tax Based On Investment Income$160TaxBasedOnInvestmentIncomeAmt
Total Tax$160TotalTaxAmt
Distributable Before Adj$19,758DistributableBeforeAdjAmt
Distributable Before Ded$19,758DistributableBeforeDedAmt
Distributable As Adjusted$19,758DistributableAsAdjustedAmt

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$19,758DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$26,291ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$25,823ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$52,114TotalExcessDistributionCyovAmt
Excess Distri Cyov App CY Corpus$19,758ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$19,758ExcessDistributionCyovAppCYAmt
Total Corpus$32,356TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$32,356ExcessDistriCyovToNextYrAmt
Excess From Year4$6,533ExcessFromYear4Amt
Excess From Year3$25,823ExcessFromYear3Amt

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$8,072ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,612ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$12,684ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$12,684TotalIncomeProducingActyAmt

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 (7 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CHEVRON CORPORATION$31,375$26,988
POWERSHARES QQQ TRUST$23,003$56,416
SCHWAB FUNDAMENTAL EMERGING MKTS$25,643$18,215
SCHWAB FUNDAMENTAL INTL LARGE CO$51,787$47,402
SCHWAB FUNDAMENTAL US LARGE CO$73,158$70,514
SCHWAB FUNDAMENTAL US SMALL CO$74,708$69,608
VIRTUS EMERGING MARKETS OPPORTUNITY$25,173$22,567

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
ANNUAL REPORT FEE$50$50

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNT MANAGEMENT FEESCategoryTxt
Amt$1,872Amt
Net Investment Income$1,872NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES$224$224
FEDERAL TAXES$799

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