THE STUART E & ESTELLE PRICE FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE STUART E & ESTELLE PRICE FOUNDATION (EIN 20-0087125)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-14
- IRS object ID
- 201541349349102614
- 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
- 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 | 2015-05-14T14:41:21-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 |
| Business Name Line2 | C/O MILTON H CROSS ESQUIRE | BusinessNameLine2Txt |
| 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 | 1635 MARKET STREET 7TH FLOOR | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STUART E PRICE | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2152839553 | PhoneNum |
| Signature | 2015-05-12 | 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 | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $380,756 | 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 | $48,590 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $10,554 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,554 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $13,988 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $28,035 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,988 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $73,132 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $24,542 | 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 | $1,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Tot Opr Expenses Rev And Expnss | $1,800 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $91,675 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $91,675 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $93,475 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $91,675 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$20,343 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $24,542 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $37,767 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $31,019 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $31,019 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $252,686 | CorporateStockBOYAmt |
| Corporate Stock EOY | $238,639 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $349,737 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $290,453 | TotalAssetsBOYAmt |
| Total Assets EOY | $269,658 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $380,756 | 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 | $290,453 | RetainedEarningBOYAmt |
| Retained Earning EOY | $269,658 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $290,453 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $269,658 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $290,453 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $269,658 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $290,453 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$20,343 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $270,110 | SubtotalAmt |
| Other Decreases | $452 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $269,658 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 100 SHS INTL BUSINESS MACHINES | 2003-09-18 | 2014-07-18 | $19,230 | $9,063 | $10,167 | $10,167 |
| 100 SHS PNC FINL SVCS GROUP | 2003-10-20 | 2014-11-06 | $8,805 | $4,984 | $3,821 | $3,821 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,988 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $84,203 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $405,897 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.207449 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $78,526 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $457,208 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.171751 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $64,264 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $462,364 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.138990 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $37,750 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $438,267 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.086135 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $26,800 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $418,346 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.064062 | DistributionYr5Rt |
| Total Distribution | 0.668387 | TotalDistributionRt |
| Average Distribution | 0.133677 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $387,187 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $51,758 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $245 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $52,003 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $91,675 | 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 | $245 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $245 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $245 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $360 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $360 | TotalPaymentsAndCreditsAmt |
| Overpayment | $115 | OverpaymentAmt |
| Applied To ES Tax | $115 | 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 | 0 | 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 |
| 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 | $367,887 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $25,196 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $393,083 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $393,083 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,896 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $387,187 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $19,359 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $19,359 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $245 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $245 | TotalTaxAmt |
| Distributable Before Adj | $19,114 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $19,114 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $19,114 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $91,675 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $91,675 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $245 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $91,430 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $19,114 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $6,316 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $16,371 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $41,988 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $55,884 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $64,552 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $185,111 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $91,675 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $19,114 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $72,561 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $257,672 | 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 | $6,316 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $251,356 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $16,371 | ExcessFromYear4Amt |
| Excess From Year3 | $41,988 | ExcessFromYear3Amt |
| Excess From Year2 | $55,884 | ExcessFromYear2Amt |
| Excess From Year1 | $64,552 | ExcessFromYear1Amt |
| Excess From Current Year | $72,561 | 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 (49 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ABRAMSON CENTER FOR JEWISH LIFE | |||||||||||||
| 142 HORSHAM ROAD | NORTH WALES | PA | 19454 | UNRELATED THIRD-PARTY | EXEMPT | SENIOR & HOSPICE CARE | $1,800 | ||||||
| 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 | $500 | ||||||
| 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 | $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 | ||||||
| CENTER FOR THE ARTS OF BONITA SPRINGS | |||||||||||||
| 26100 OLD 41 ROAD | BONITA SPRINGS | FL | 34135 | UNRELATED THIRD- PARTY | EXEMPT | ENRICHMENT OF CULTURE & COMMUNITY THROUGH OPPORTUNITIES FOR ARTISTIC EDUCATION & APPRECIATION | $300 | ||||||
| CLASSICAL SOUTH FLORIDA | |||||||||||||
| 330 SW SECOND STREET SUITE 207 | FORT LAUDERDALE | FL | 33312 | UNRELATED THIRD- PARTY | EXEMPT | SUPPORT CLASSICAL MUSIC PROGRAMS | $150 | ||||||
| FOOD ALLERGY RESEARCH & EDUCATION INC | |||||||||||||
| 7925 JONES BRANCH DRIVE SUITE 1100 | MCLEAN | VA | 22012 | UNRELATED THIRD- PARTY | EXEMPT | FOOD ALLERGY RESEARCH & EDUCATION | $500 | ||||||
| FRIENDS OF THE COLLIER COUNTY LIBRARY | |||||||||||||
| 650 CENTRAL AVENUE | NAPLES | FL | 34102 | UNRELATED THIRD- PARTY | EXEMPT | SUPPORTING RESOURCES & OTHER PROGRAMS | $500 | ||||||
| HADASSAH | |||||||||||||
| 50 WEST 58TH STREET | NEW YORK | NY | 10019 | UNRELATED THIRD- PARTY | EXEMPT | SUPPORT JEWISH AND ZIONIST PROGRAMS FOR EDUCATION, HEALTH CARE, COMMUNITY | $1,000 | ||||||
| HARRY CHAPIN FOOD BANK | |||||||||||||
| 3760 FOWLER STREET | FORT MEYERS | FL | 33901 | UNRELATED THIRD- PARTY | EXEMPT | COMMUNITY PROGRAMS | $250 | ||||||
| HEBREW FREE LOAN SOCIETY | |||||||||||||
| 675 THIRD AVENUE SUITE 1905 | NEW YORK | NY | 10017 | UNRELATED THIRD- PARTY | EXEMPT | INTEREST FREE LOAN SUPPORT TO INDIVIDUALS | $2,000 | ||||||
| HOLOCAUST MUSEUM OF SOUTHWEST FLORIDA | |||||||||||||
| 4760 TAMIAMI TRAIL NORTH SUITE 7 | NAPLES | FL | 34103 | UNRELATED THIRD-PARTY | EXEMPT | PRESERVATION OF HISTORY | $6,500 | ||||||
| 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 | |||||
| JEVS HUMAN SERVICES | |||||||||||||
| 1845 WALNUT STREET | PHILADELPHIA | PA | 19103 | UNRELATED THIRD- PARTY | EXEMPT | SUPPORT HEALTH, REHABILITATION, TRANING & JOB PLACEMENT SERVICES | $1,000 | ||||||
| JEWISH FAMILY & COMMUNITY SERVICE | |||||||||||||
| 2500 VANDERBILT BEACH ROAD | NAPLES | FL | 34109 | UNRELATED THIRD- PARTY | EXEMPT | PROVIDE SOCIAL SERVICES | $10,000 | ||||||
| JEWISH FEDERATION OF COLLIER COUNTY | |||||||||||||
| 2500 VANDERBILT BEACH ROAD SUITE | NAPLES | FL | 34109 | UNRELATED THIRD-PARTY | EXEMPT | COMMUNITY PROGRAMS | $5,000 | 2201 | |||||
| LEON N WEINER EDUCATIONAL FUND | |||||||||||||
| 4 DENNY ROAD | WILMINGTON | DE | 19809 | UNRELATED THIRD- PARTY | EXEMPT | SUPPORT HIGHER EDUCATION | $1,000 | ||||||
| LONGPORT HISTORICAL SOCIETY | |||||||||||||
| 2305 ATLANTIC AVENUE | LONGPORT | NJ | 08403 | UNRELATED THIRD- PARTY | EXEMPT | SUPPORT HISTORICAL MUSEUM | $500 | ||||||
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | UNRELATED THIRD-PARTY | EXEMPT | RESEARCH & TREATMENT OF CANCER | $1,000 | ||||||
| REFORM CONGREGATION KENSETH ISRAEL | |||||||||||||
| 8339 OLD YORK ROAD | ELKINS PARK | PA | 19027 | UNRELATED THIRD-PARTY | EXEMPT | RELIGIOUS PURPOSES | $13,700 | ||||||
| SHELTER FOR ABUSED WOMEN AND CHILDREN | |||||||||||||
| PO BOX 10102 | NAPLES | FL | 34101 | UNRELATED THIRD-PARTY | EXEMPT | WOMEN AND CHILDREN ADVOCACY | $1,750 | ||||||
| TEMPLE SHALOM | |||||||||||||
| 4630 PINE RIDGE ROAD | NAPLES | FL | 341194063 | UNRELATED THIRD- PARTY | EXEMPT | RELIGIOUS SUPPORT | $1,000 | ||||||
| TEMPLE UNIVERSITY | |||||||||||||
| 1801 N BROAD STREET | PHILADELPHIA | PA | 19122 | UNRELATED THIRD- PARTY | EXEMPT | SUPPORT HIGHER EDUCATION | $2,000 | ||||||
| THE BARNES FOUNDATION | |||||||||||||
| 2025 BENJAMIN FRANKLIN PARKWAY | PHILADELPHIA | PA | 19130 | UNRELATED THIRD- PARTY | EXEMPT | COMMUNITY PROGRAMS | $225 | ||||||
| CYSTIC FIBROSIS FOUNDATION | |||||||||||||
| 6931 ARLINGTON ROAD | BETHESDA | MD | 20814 | UNRELATED THIRD- PARTY | EXEMPT | FIND A CURE FOR CYSTIC FIBROSIS | $200 | ||||||
| CHILDREN'S HOSPITAL FOUNDATION | |||||||||||||
| 801 ROEDER ROAD | SILVER SPRING | MD | 20910 | UNRELATED THIRD- PARTY | EXEMPT | SUPPORT THE CHILDREN'S NATIONAL MEDICAL CENTER | $1,000 | ||||||
| EVERY BREATH COUNTS FOUNDATION | |||||||||||||
| PO BOX 209 | SOMERS POINT | NJ | 08244 | UNRELATED THIRD- PARTY | EXEMPT | LUNG CANCER RESEARCH AND AWARENESS | $1,000 | ||||||
| GEORGE W BUSH FOUNDATION | |||||||||||||
| PO BOX 600610 | DALLAS | TX | 75360 | UNRELATED THIRD- PARTY | EXEMPT | SUPPORT OF THE GEORGE W. BUSH MUSEUM AND LIBRARY | $500 | ||||||
| JEWISH NATIONAL FUND | |||||||||||||
| 42 EAST 69TH STREET | NEW YORK | NY | 10021 | UNRELATED THIRD- PARTY | EXEMPT | DEVELOPMENT OF ISRAELI LAND AND INFRASTRUCTURE | $1,000 | ||||||
| FEDERATION HOUSING INC | |||||||||||||
| 8900 ROOSEVELT BLVD | PHILADELPHIA | PA | 19115 | UNRELATED THIRD- PARTY | EXEMPT | PROVIDING AFFORDABLE HOUSING FOR THE ELDERLY | $1,000 | ||||||
| COMMUNITY FOUNDATION OF COLLIER COUNTY | |||||||||||||
| 2400 TAMIAMI TRAIL N STE 300 | NAPLES | FL | 34103 | UNRELATED THIRD- PARTY | EXEMPT | TO SERVE THE COMMUNITY | $5,000 | ||||||
| CONSERVATION HISTORY ASSOCIATION OF TEXAS | |||||||||||||
| 1304 MARIPOSA DRIVE 211 | AUSTIN | TX | 78704 | UNRELATED THIRD- PARTY | EXEMPT | RESEARCH AND EDUCATION ON ENVIRONMENTAL EVENTS AND PROTECTION | $5,000 | ||||||
| ST GEORGE'S SCHOOL | |||||||||||||
| 7800 ST GEORGE DRIVE | BATON ROUGE | LA | 70809 | UNRELATED THIRD- PARTY | EXEMPT | SCHOOL EMPHASIZING CATHOLIC FAITH AND VALUES | $5,000 | ||||||
| CAMP HARLAM | |||||||||||||
| 301 CITY AVENUE SUITE 110 | BALA CYNWYD | PA | 19004 | UNRELATED THIRD- PARTY | EXEMPT | REFORM JEWISH SUMMER CAMP | $1,800 | ||||||
| UNIVERSITY OF MIAMI | |||||||||||||
| 1601 NW 10TH AVE | MIAMI | FL | 33136 | UNRELATED THIRD- PARTY | EXEMPT | RESEARCH UNIVERSITY | $1,000 | ||||||
| LIGHTHOUSE OF COLLIER INC | |||||||||||||
| 2685 HORSESHOE DR S STE 211 | NAPLES | FL | 34104 | UNRELATED THIRD- PARTY | EXEMPT | CENTER FOR BLINDNESS AND VISION LOSS | $1,500 | ||||||
| PROGERIA RESEARCH FOUNDATION | |||||||||||||
| 2 BOURBON ST | PEABODY | MA | 01960 | UNRELATED THIRD- PARTY | EXEMPT | TREATMENTS AND CURE FOR HUTCHINSON-GILFORD PROGERIA SYNDROME | $500 | ||||||
| STUDENTS FOR LIBERTY | |||||||||||||
| 1101 17TH STREET NW SUITE 810 | WASHINGTON | DC | 20036 | UNRELATED THIRD- PARTY | EXEMPT | SUPPORT FOR STUDENT ORGANIZATIONS DEDICATED TO LIBERTY | $1,000 | ||||||
| ARTIS NAPLES | |||||||||||||
| 5833 PELICAN BAY BOULEVARD | NAPLES | FL | 34108 | UNRELATED THIRD- PARTY | EXEMPT | CENTER FOR THE ARTS | $2,500 | ||||||
| BUILDERS LEAGUE OF SOUTH JERSEY CHARITABLE FOUNDATION | |||||||||||||
| 114 HADDONTOWNE COURT | CHERRY HILL | NJ | 08034 | UNRELATED THIRD- PARTY | EXEMPT | INDUSTRY RESOURCE FOR BUILDERS | $1,000 | ||||||
| NEIGHBORHOOD HEALTH CLINIC | |||||||||||||
| 121 GOODLETTE ROAD | NORTH NAPLES | FL | 34102 | UNRELATED THIRD- PARTY | EXEMPT | HEALTHCARE SERVICES | $1,000 | ||||||
| FRIENDSHIP HEALTH CLINIC | |||||||||||||
| 2171 PINE RIDGE STE F | NAPLES | FL | 34109 | UNRELATED THIRD- PARTY | EXEMPT | HEALTHCARE SERVICES | $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 | $1,000 | ||||||
| SHELTERBOX USA | |||||||||||||
| UNRELATED THIRD- PARTY | EXEMPT | INTERNATIONAL DISASTER RELIEF | $500 | UNIT 1 WATER-MA-TROUT | HELSTON | CORNWALL | UK | TR13 0LW | |||||
| FOX CHASE CANCER CENTER | |||||||||||||
| 333 COTTMAN AVENUE | PHILADELPHIA | PA | 19111 | UNRELATED THIRD- PARTY | EXEMPT | CANCER TREATMENT, PREVENTION AND RESEARCH. | $1,000 | ||||||
| RICE UNIVERSITY | |||||||||||||
| 6100 MAIN STREET | HOUSTON | TX | 77005 | UNRELATED THIRD- PARTY | EXEMPT | RESEARCH UNIVERSITY | $1,000 | ||||||
| AMERICAN JEWISH COMMITTEE | |||||||||||||
| 30 S 15TH ST 801 | PHILADELPHIA | PA | 19102 | UNRELATED THIRD- PARTY | EXEMPT | GLOBAL JEWISH ADVOCACY | $1,000 | ||||||
| HARVEST TIME MINISTRIES | |||||||||||||
| 4 CHARLES WEST BLVD | CLAYTON | AL | 36016 | UNRELATED THIRD- PARTY | EXEMPT | CHRISTIAN BOARDING SCHOOL | $1,000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $91,675 | 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 | $10,554 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $13,988 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $24,542 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $24,542 | 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 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 | $48,590 | 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 | $1,800 | 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 | $238,639 | EOYBookValueAmt |
| EOYFMV | $349,737 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX PAID | Desc |
| Amt | $452 | Amt |