NACCHIO FOUNDATION INC: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
NACCHIO FOUNDATION INC (EIN 22-3740835)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-08-10
IRS object ID
201512229349100111
Schema version
2014v5.0
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)
Return2015-08-10T09:43:30-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

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 Begin2014-01-01TaxPeriodBeginDt

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
Phone5617410518PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1119 SPINNAKER LANEAddressLine1Txt
CityJUPITERCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33477ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANNE M ESKERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5617410518PhoneNum
Signature2015-08-06SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonVINCENT P VILLATA JRPreparerPersonNm
PTINP00887202PTIN
Phone2013916644PhoneNum
Preparation2015-08-06PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$408,695FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$25ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$10,013DividendsRevAndExpnssAmt
Dividends Net Invst Incm$10,013DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$39,888NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$163,582GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$39,888CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$49,926TotalRevAndExpnssAmt
Total Net Invst Incm$49,901TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$5,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,000AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$1,144OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,144OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$243TaxesRevAndExpnssAmt
Taxes Net Invst Incm$243TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$25OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$25OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$6,412TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,412TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$6,412TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,412TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$43,514ExcessRevenueOverExpensesAmt
Net Investment Income$43,489NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$186,539SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$102,319SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$102,319SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl BOY$476AcctRcvblBOYAmt
Corporate Stock BOY$145,068CorporateStockBOYAmt
Corporate Stock EOY$273,278CorporateStockEOYAmt
Corporate Stock EOYFMV$306,376CorporateStockEOYFMVAmt
Total Assets BOY$332,083TotalAssetsBOYAmt
Total Assets EOY$375,597TotalAssetsEOYAmt
Total Assets EOYFMV$408,695TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$332,083RetainedEarningBOYAmt
Retained Earning EOY$375,597RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$332,083TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$375,597TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$332,083TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$375,597TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$332,083TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$43,514ExcessRevenueOverExpensesAmt
Subtotal$375,597SubtotalAmt
Tot Net Ast Or Fund Balances EOY$375,597TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
ISHARES SELECT DIVIDEND ETFP2004-07-072014-10-16$25,878$20,544$5,334$5,334
ISHARES TR US HEALTHCARE ETFP2005-04-122014-10-16$21,757$10,186$11,571$11,571
SPDR S&P 500 ETFP2000-09-052014-10-16$89,905$73,335$16,570$16,570
SECTOR SPDR FINANCIAL SELECTP2008-07-112014-10-16$22,232$19,629$2,603$2,603
FieldValueIRS element (for citing)
Capital Gain Net Income$39,888CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$14,650AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$364,611NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.040180DistributionYr1Rt
Adjusted Qlfy Distri Yr2$44,514AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$375,250NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.118625DistributionYr2Rt
Adjusted Qlfy Distri Yr3$44,189AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$390,949NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.113030DistributionYr3Rt
Adjusted Qlfy Distri Yr4$38,050AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$430,123NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.088463DistributionYr4Rt
Adjusted Qlfy Distri Yr5$27,035AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$440,278NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.061404DistributionYr5Rt
Total Distribution0.421702TotalDistributionRt
Average Distribution0.084340AverageDistributionRt
Net Vl Noncharitable Assets$392,223NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$33,080AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$435NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$33,515AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$0QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$870InvestmentIncomeExciseTaxAmt
Subtotal$870SubtotalAmt
Tax Based On Investment Income$870TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$71EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$71TotalPaymentsAndCreditsAmt
Tax Due$799TaxDueAmt

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
Phone5617410518PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1496 MARINER DRIVEAddressLine1Txt
CityJUPITERCityNm
State AbbreviationFLStateAbbreviationCd
ZIP334774068ZIPCd
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 ESKER NACCHIO
155 WEST 68TH STREET 2102NEW YORKNY10023VICE 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$233,184AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$165,012AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$398,196TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$398,196AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,973CashDeemedCharitableAmt
Net Vl Noncharitable Assets$392,223NetVlNoncharitableAssetsAmt
Minimum Investment Return$19,611MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$19,611MinimumInvestmentReturnAmt
Tax Based On Investment Income$870TaxBasedOnInvestmentIncomeAmt
Total Tax$870TotalTaxAmt
Distributable Before Adj$18,741DistributableBeforeAdjAmt
Distributable Before Ded$18,741DistributableBeforeDedAmt
Distributable As Adjusted$18,741DistributableAsAdjustedAmt

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$18,741DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$832ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$44,200ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$25,823ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$70,855TotalExcessDistributionCyovAmt
Excess Distri Cyov App CY Corpus$18,741ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$18,741ExcessDistributionCyovAppCYAmt
Total Corpus$52,114TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$52,114ExcessDistriCyovToNextYrAmt
Excess From Year3$26,291ExcessFromYear3Amt
Excess From Year2$25,823ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonANNE M ESKERRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1496 MARINER DRIVEAddressLine1Txt
CityJUPITERCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33477ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5617410518RecipientPhoneNum
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$10,013ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,810ExclusionAmt
Related Or Exempt Function Incm$36,078RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$13,823ExclusionAmt
Related Or Exempt Function Incm$36,078RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$49,901TotalIncomeProducingActyAmt

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$5,000Amt
Net Investment Income$5,000NetInvestmentIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ISHARES DJ SELECT DIV FD
ISHARES TR DJ US HEALTHCARE
POWERSHARES QQQ TRUST$22,809$51,881
SPDR S&P 500 ETF TR
SECTOR SPDR FINANCIAL SELECT
SCHWAB FUNDAMENTAL EMERGING MKTS$25,643$23,385
SCHWAB FUNDAMENTAL INTL LARGE CO$51,787$51,337
SCHWAB FUNDAMENTAL US LARGE CO$73,158$76,846
SCHWAB FUNDAMENTAL US SMALL CO$74,708$78,018
VIRTUS EMERGING MARKETS OPPORTUNITY$25,173$24,909

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
ANNUAL REPORT FEE$25$25

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNT MANAGEMENT FEESCategoryTxt
Amt$1,144Amt
Net Investment Income$1,144NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$243Amt
Net Investment Income$243NetInvestmentIncomeAmt

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