THE STUART E & ESTELLE PRICE FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- THE STUART E & ESTELLE PRICE FOUNDATION (EIN 20-0087125)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-09
- IRS object ID
- 201641309349101129
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Other Decreases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-09T12:19:52-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 311543240 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MHM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 PLYMOUTH ROAD SUITE 200 | AddressLine1Txt |
| City | PLYMOUTH MEETING | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19462 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200087125 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Stuart E & Estelle Price Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STUA | BusinessNameControlTxt |
| Phone | 2152839553 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7575 PELICAN BAY BOULEVARD No 606 | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Stuart E Price | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Phone | 2152839553 | PhoneNum |
| Signature | 2016-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lawrence M Orr | PreparerPersonNm |
| PTIN | P00821446 | PTIN |
| Phone | 6108622249 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $297,880 | 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 | $35,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $10,539 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,539 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,880 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $19,847 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,880 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $55,419 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $20,419 | 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 | $1,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Tot Opr Expenses Rev And Expnss | $1,900 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $85,796 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $85,796 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $87,696 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $85,796 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$32,277 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $20,419 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $31,019 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,545 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,545 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $238,639 | CorporateStockBOYAmt |
| Corporate Stock EOY | $228,671 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $289,335 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $269,658 | TotalAssetsBOYAmt |
| Total Assets EOY | $237,216 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $297,880 | 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 | $269,658 | RetainedEarningBOYAmt |
| Retained Earning EOY | $237,216 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $269,658 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $237,216 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $269,658 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $237,216 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $269,658 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$32,277 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $237,381 | SubtotalAmt |
| Other Decreases | $165 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $237,216 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 200 SHS PNC FINL SVCS GROUP | PropertyDesc |
| Acquired | 2003-10-20 | AcquiredDt |
| Sold | 2015-06-15 | SoldDt |
| Gross Sales Price | $19,847 | GrossSalesPriceAmt |
| Cost Or Other Basis | $9,967 | CostOrOtherBasisAmt |
| Gain Or Loss | $9,880 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $9,880 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,880 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $91,430 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $387,187 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.236139 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $84,203 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $405,897 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.207449 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $78,526 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $457,208 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.171751 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $64,264 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $462,364 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.138990 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $37,750 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $438,267 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.086135 | DistributionYr5Rt |
| Total Distribution | 0.840464 | TotalDistributionRt |
| Average Distribution | 0.168093 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $323,710 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $54,413 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $204 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $54,617 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $85,796 | 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 | $204 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $204 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $204 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $280 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $280 | TotalPaymentsAndCreditsAmt |
| Overpayment | $76 | OverpaymentAmt |
| Applied To ES Tax | $76 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| 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 | STUART AND ESTELLE PRICE | IndividualWithBooksNm |
| Phone | 2152839553 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7575 PELICAN BAY BOULEVARD | 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 (2 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 PRICE | ||||||||
| 7575 Pelican Bay Boulevard 606 | Naples | FL | 34108 | director | 0.00 | $0 | $0 | $0 |
| ESTELLE PRICE | ||||||||
| 7575 Pelican Bay Boulevard 606 | Naples | FL | 34108 | director | 0.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $312,258 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $16,382 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $328,640 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $328,640 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,930 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $323,710 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $16,186 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $16,186 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $204 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $204 | TotalTaxAmt |
| Distributable Before Adj | $15,982 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $15,982 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $15,982 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $85,796 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $85,796 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $204 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $85,592 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $15,982 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $16,371 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $41,988 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $55,884 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $64,552 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $72,561 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $251,356 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $85,796 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $15,982 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $69,814 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $321,170 | 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 | $16,371 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $304,799 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $41,988 | ExcessFromYear4Amt |
| Excess From Year3 | $55,884 | ExcessFromYear3Amt |
| Excess From Year2 | $64,552 | ExcessFromYear2Amt |
| Excess From Year1 | $72,561 | ExcessFromYear1Amt |
| Excess From Current Year | $69,814 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | STUART ESTELLE PRICE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7575 PELICAN BAY BOULEVARD 606 | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2152839553 | RecipientPhoneNum |
| Form And Info And Materials | AMOUNT REQUESTED, DESCRIPTION OF ORGANIZATION, NAME OF INDIVIDUAL | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | CONTRIBUTIONS ARE ONLY MADE TO PUBLIC CHARITIES | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MANNA ON MAIN STREET | |||||||||||||
| 713 W MAIN STREET | LANSDALE | PA | 19446 | Unrelated Third- Party | EXempt | SOUP KITCHEN, PANTRY AND AID | $250 | ||||||
| ORT AMERICA | |||||||||||||
| 777 NW 51ST ST STE 100 | BOCA RATON | FL | 33431 | Unrelated Third- Party | EXempt | EDUCATION AND TRAINING | $500 | ||||||
| AMERICAN RED CROSS | |||||||||||||
| 2025 E STREET NW | WAShington | DC | 20006 | Unrelated Third- Party | EXempt | AID AND SUPPORT | $250 | ||||||
| INSTITUTE FOR JUSTICE | |||||||||||||
| 999 BRICKELL AVE STE 720 | MIAMI | FL | 33131 | Unrelated Third- Party | EXempt | LEGAL ADVOCACY | $1,000 | ||||||
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||||||||
| 3 INTERNATIONAL DRIVE STE 200 | RYE BROOK | NY | 10573 | Unrelated Third- Party | EXempt | BLOOD CANCER SUPPORT | $1,000 | ||||||
| THE FUND FOR AMERICAN STUDIES | |||||||||||||
| 1706 NEW HAMPSHIRE AVE NW | WAShington | DC | 20009 | Unrelated Third- Party | EXempt | EDUCATION | $1,000 | ||||||
| SPECIAL OLYMPICS | |||||||||||||
| 1915 DON WICKHAM DRIVE | CLERMONT | FL | 34711 | Unrelated Third- Party | EXempt | COMPETITION FOR PEOPLE WITH INTELLECTUAL DISABILITIES | $500 | ||||||
| PAWS ASSISTANCE DOGS | |||||||||||||
| 3173 HORSESHOE DRIVE SOUTH | NAPLes | FL | 34104 | Unrelated Third- Party | EXempt | SERVICE ANIMALS | $500 | ||||||
| FOOD ALLERGY RESEARCH & EDUCATION INC | |||||||||||||
| 7925 JONES BRANCH DRIVE SUITE 1100 | MCLEAN | VA | 22012 | unrelated Third- Party | exempt | FOOD ALLERGY RESEARCH & EDUCATION | $500 | ||||||
| jewish family & community service | |||||||||||||
| 2500 vanderbilt beach road | naples | FL | 34109 | unrelated Third- Party | exempt | PROVIDE SOCIAL SERVICES | $16,000 | ||||||
| Leon N Weiner Educational Fund | |||||||||||||
| 4 Denny Road | wilmington | DE | 19809 | unrelated Third- Party | exempt | support higher education | $3,500 | ||||||
| cato institute | |||||||||||||
| 1000 Massachussets Avenue NW | washington | DC | 200015403 | unrelated Third- Party | exempt | PUBLIC POLICY RESEARCH RELATED TO FREE MARKETS, LIBERTY, PEACE, AND LIMITED GOVERNMENT | $2,500 | ||||||
| National Liberty Museaum | |||||||||||||
| 321 Chestnut Street | Philadelphia | PA | 19106 | unrelated Third- Party | exempt | community programs | $1,000 | ||||||
| temple shalom | |||||||||||||
| 4630 pine ridge road | naples | FL | 341194063 | unrelated Third- Party | exempt | RELIGIOUS SUPPORT | $10,896 | ||||||
| LONGPORT HISTORICAL SOCIETY | |||||||||||||
| 2305 ATLANTIC AVENUE | LONGPOrt | NJ | 08403 | Unrelated Third- Party | Exempt | SUPPORT HISTORICAL MUSEUM | $250 | ||||||
| Shelter for Abused Women and Children | |||||||||||||
| PO Box 10102 | Naples | FL | 34101 | Unrelated Third-Party | Exempt | WOMEN AND CHILDREN ADVOCACY | $1,500 | ||||||
| Reform Congregation Kenseth Israel | |||||||||||||
| 8339 OLd York Road | Elkins Park | PA | 19027 | Unrelated Third-Party | Exempt | RELIGIOUS PURPOSES | $4,200 | ||||||
| RNS CANCER AND HEART Foundation | |||||||||||||
| 7223 vetnor avenue | vetnor | NJ | 08406 | unrelated Third- Party | Exempt | cancer and medical research | $500 | ||||||
| WOUNDED WARRIOR PROJECT | |||||||||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | Unrelated Third- Party | Exempt | SUPPORT INJURED VETERANS | $250 | ||||||
| Memorial Sloan Kettering Cancer Center | |||||||||||||
| 1275 York Avenue | New York | NY | 10065 | Unrelated Third-Party | Exempt | RESEARCH & TREATMENT OF CANCER | $1,000 | ||||||
| JEVS HUMAN SERVICES | |||||||||||||
| 1845 WALNUT STREET | PHiladelphia | PA | 19103 | Unrelated Third- Party | Exempt | SUPPORT HEALTH, REHABILITATION, TRANING & JOB PLACEMENT SERVICES | $1,000 | ||||||
| Jewish Federation of Collier County | |||||||||||||
| 2500 Vanderbilt Beach Road Suite | Naples | FL | 34109 | Unrelated Third-Party | Exempt | COMMUNITY PROGRAMS | $5,000 | 2201 | |||||
| Holocaust Museum of Southwest Florida | |||||||||||||
| 4760 Tamiami Trail North Suite 7 | Naples | FL | 34103 | Unrelated Third-Party | Exempt | PRESERVATION OF HISTORY | $6,500 | ||||||
| ALZHEIMERS ASSOCIATION | |||||||||||||
| 225 N MICHIGAN AVE FL 17 | CHIcago | IL | 60601 | Unrelated Third- Party | Exempt | TO SUPPORT ALZHEIMER RESEARCH AND PROVIDE CARE AND SUPPORT FOR ALZHEIMERS AND DEMENTIA PATIENTS | $1,000 | ||||||
| Anti-Defamation League | |||||||||||||
| 605 Third Avenue | New York | NY | 10158 | Unrelated Third-Party | Exempt | TO FIGHT ANTI-SEMITISM AND SEEK FAIR & EQUAL TREATMENT FOR ALL. | $1,000 | ||||||
| ATLANTIC COUNTY LIBRARY FOUNDATION | |||||||||||||
| 40 FARRAGUT AVENUE | MAYS LANDING | NJ | 08330 | Unrelated Third- Party | Exempt | SUPPORT PUBLIC LIBRARY PROGRAMS | $1,000 | ||||||
| INTERFAITH FAMILY | |||||||||||||
| 90 OAK STREET FOURTH FLOOR PO BOX | NEW UPPER FALLS | MA | 02464 | Unrelated Third- Party | Exempt | PROVIDE SUPPORT FOR INTERFAITH FAMILIES | $500 | 428 | |||||
| CYSTIC FIBROSIS FOUNDATION | |||||||||||||
| 6931 ARLINGTON ROAD | BETHESDA | MD | 20814 | Unrelated Third- Party | Exempt | FIND A CURE FOR CYSTIC FIBROSIS | $400 | ||||||
| Abramson Center for Jewish Life | |||||||||||||
| 142 Horsham Road | North Wales | PA | 19454 | Unrelated Third-Party | Exempt | SENIOR & HOSPICE CARE | $1,800 | ||||||
| HADASSAH | |||||||||||||
| 50 WEST 58TH STREET | NEw York | NY | 10019 | Unrelated Third- Party | Exempt | SUPPORT JEWISH AND ZIONIST PROGRAMS FOR EDUCATION, HEALTH CARE, COMMUNITY | $2,000 | ||||||
| Friends of the Collier County Library | |||||||||||||
| 650 Central Avenue | Naples | FL | 34102 | Unrelated Third- Party | Exempt | SUPPORTING RESOURCES & OTHER PROGRAMS | $1,000 | ||||||
| Hebrew Free Loan Society | |||||||||||||
| 675 THIRD AVENUE SUITE 1905 | NEW York | NY | 10017 | UNRElated Third- Party | EXempt | INTEREST FREE LOAN SUPPORT TO INDIVIDUALS | $1,000 | ||||||
| FOX CHASE CANCER CENTER | |||||||||||||
| 333 COTTMAN AVENUE | PHILadelphia | PA | 19111 | Unrelated Third- Party | EXEMPT | CANCER TREATMENT, PREVENTION AND RESEARCH. | $1,000 | ||||||
| ADULTS WITH DEVELOPMENTAL DISABILITIES | |||||||||||||
| 261 OLD YORK ROAD SUITE A-50 | JENKINTOWN | PA | 19046 | Unrelated Third- Party | EXEMPT | CAUSE AND PREVENTION OF ADD | $2,500 | ||||||
| JEWISH NATIONAL FUND | |||||||||||||
| 42 EAST 69TH STREET | NEW YORK | NY | 10021 | Unrelated Third- Party | EXEMPT | DEVELOPMENT OF ISRAELI LAND AND INFRASTRUCTURE | $3,600 | ||||||
| ARTIS NAPLES | |||||||||||||
| 5833 pelican bay boulevard | NAples | FL | 34108 | Unrelated Third- Party | EXEMPT | CENTER FOR THE ARTS | $2,750 | ||||||
| LIGHTHOUSE OF COLLIER INC | |||||||||||||
| 2685 HORSESHOE DR S STE 211 | NAPLES | FL | 34104 | Unrelated Third- Party | EXEMPT | CENTER FOR BLINDNESS AND VISION LOSS | $1,000 | ||||||
| SHELTERBOX USA | |||||||||||||
| Unrelated Third- Party | EXEMPT | INTERNATIONAL DISASTER RELIEF | $3,500 | UNIT 1 WATER-MA-TROUT | HELSTON | CORNWALL | UK | TR13 0LW | |||||
| EVERY BREATH COUNTS FOUNDATION | |||||||||||||
| PO BOX 209 | SOMERS POINT | NJ | 08244 | Unrelated Third- Party | EXEMPT | LUNG CANCER RESEARCH AND AWARENESS | $500 | ||||||
| PROGERIA RESEARCH FOUNDATION | |||||||||||||
| 2 BOURBON ST | PEABODY | MA | 01960 | Unrelated Third- Party | EXEMPT | TREATMENTS AND CURE FOR HUTCHINSON-GILFORD PROGERIA SYNDROME | $500 | ||||||
| NEIGHBORHOOD HEALTH CLINIC | |||||||||||||
| 121 GOODLETTE ROAD | NORTH NAPLES | FL | 34102 | Unrelated Third- Party | EXEMPT | HEALTHCARE SERVICES | $150 | ||||||
| CHILDREN'S HOSPITAL FOUNDATION | |||||||||||||
| 801 ROEDER ROAD | SILVER SPRING | MD | 20910 | Unrelated Third- Party | EXEMPT | SUPPORT THE CHILDREN'S NATIONAL MEDICAL CENTER | $1,000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $85,796 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,539 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $9,880 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $20,419 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $20,419 | 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 |
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 Person | STUART E AND ESTELLE PRICE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7575 PELICAN BAY BOULEVARD | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $35,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | tax preparation fees | CategoryTxt |
| Amt | $1,900 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $228,671 | EOYBookValueAmt |
| EOYFMV | $289,335 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX PAID | Desc |
| Amt | $165 | Amt |