NACCHIO FOUNDATION INC: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
NACCHIO FOUNDATION INC (EIN 22-3740835)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-09-13
IRS object ID
201412569349100001
Schema version
2013v3.1
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)
Return2014-09-13T09:25:26-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN222544959PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BECK VILLATA & CO PCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line128 W GRAND AVE STE 11AddressLine1
CityMONTVALECity
StateNJState
ZIP Code07645ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN223740835EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE NACCHIO FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlNACCBusinessNameControlTxt
Phone5617410518PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1496 MARINER DRIVEAddressLine1
CityJUPITERCity
StateFLState
ZIP Code334774068ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANNE M ESKERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5617410518PhoneNum
Signature2014-09-03SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonVINCENT P VILLATA JRPreparerPersonNm
PTINP00887202PTIN
Phone2013916644PhoneNum
Preparation2014-09-03PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$386,424FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$3,380DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,380DividendsNetInvstIncmAmt
Dividends Adj Net Incm$3,380DividendsAdjNetIncmAmt
Total Rev And Expnss$3,380TotalRevAndExpnssAmt
Total Net Invst Incm$3,380TotalNetInvstIncmAmt
Total Adj Net Incm$3,380TotalAdjNetIncmAmt
Other Expenses Rev And Expnss$3,008OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,504OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$3,008TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,504TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$14,650ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$14,650ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$17,658TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,504TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$14,650TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$14,278ExcessRevenueOverExpensesAmt
Net Investment Income$1,876NetInvestmentIncomeAmt
Adjusted Net Income$3,380AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$201,293SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$186,539SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$186,539SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$476AcctRcvblAmt
Acct Rcvbl EOY$476AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$476AcctRcvblEOYFMVAmt
Corporate Stock BOY$145,068CorporateStockBOYAmt
Corporate Stock EOY$145,068CorporateStockEOYAmt
Corporate Stock EOYFMV$199,409CorporateStockEOYFMVAmt
Total Assets BOY$346,361TotalAssetsBOYAmt
Total Assets EOY$332,083TotalAssetsEOYAmt
Total Assets EOYFMV$386,424TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$346,361RetainedEarningBOYAmt
Retained Earning EOY$332,083RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$346,361TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$332,083TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$346,361TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$332,083TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$346,361TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$14,278ExcessRevenueOverExpensesAmt
Subtotal$332,083SubtotalAmt
Tot Net Ast Or Fund Balances EOY$332,083TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$44,514AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$375,250NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.118625DistributionYr1Rt
Adjusted Qlfy Distri Yr2$44,189AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$390,949NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.113030DistributionYr2Rt
Adjusted Qlfy Distri Yr3$38,050AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$430,123NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.088463DistributionYr3Rt
Adjusted Qlfy Distri Yr4$27,035AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$440,278NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.061404DistributionYr4Rt
Adjusted Qlfy Distri Yr5$26,804AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$490,592NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.054636DistributionYr5Rt
Total Distribution0.436158TotalDistributionRt
Average Distribution0.087232AverageDistributionRt
Net Vl Noncharitable Assets$364,611NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$31,806AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$19NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$31,825AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$14,650QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$38InvestmentIncomeExciseTaxAmt
Subtotal$38SubtotalAmt
Tax Based On Investment Income$38TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$109EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$109TotalPaymentsAndCreditsAmt
Overpayment$71OverpaymentAmt
Applied To ES Tax$71AppliedToESTaxAmt

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 DRIVEAddressLine1
CityJUPITERCity
StateFLState
ZIP Code334774068ZIPCode
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/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ANNE M ESKER
496 MARINER DRIVEJUPITERFL33477PRES & 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$177,838AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$192,325AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$370,163TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$370,163AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,552CashDeemedCharitableAmt
Net Vl Noncharitable Assets$364,611NetVlNoncharitableAssetsAmt
Minimum Investment Return$18,231MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$18,231MinimumInvestmentReturnAmt
Tax Based On Investment Income$38TaxBasedOnInvestmentIncomeAmt
Total Tax$38TotalTaxAmt
Distributable Before Adj$18,193DistributableBeforeAdjAmt
Distributable Before Ded$18,193DistributableBeforeDedAmt
Distributable As Adjusted$18,193DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$14,650ExpensesAndContributionsAmt
Qualifying Distributions$14,650QualifyingDistributionsAmt
Adjusted Qualifying Distri$14,650AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$18,193DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$2,316ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$2,059ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$44,200ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$25,823ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$74,398TotalExcessDistributionCyovAmt
Qualifying Distributions$14,650QualifyingDistributionsAmt
Applied To Current Year$14,650AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$3,543ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$3,543ExcessDistributionCyovAppCYAmt
Total Corpus$70,855TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$70,855ExcessDistriCyovToNextYrAmt
Excess From Year4$832ExcessFromYear4Amt
Excess From Year2$44,200ExcessFromYear2Amt
Excess From Year1$25,823ExcessFromYear1Amt

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 DRIVEAddressLine1
CityJUPITERCity
StateFLState
ZIP Code33477ZIPCode
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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CATHOLIC RELIEF SERVICES
228 W LEXINGTON STREETBALTIMOREMD21201UNRESTRICTED USE BY DONEE$1,500
DELBARTON SCHOOL
230 MENDHAM ROADMORRISTOWNNJ07960UNRESTRICTED USE BY DONEE$200
DIOCESE OF PALM BEACH
9995 NORTH MILITARY TRAILPALM BEACH GARDENSFL33410UNRESTRICTED USE BY DONEE$500
FEEDING SOUTH FLORIDA
2501 SW 32 TERRACEPEMBROKE PARKFL33023UNRESTRICTED USE BY DONEE$1,500
MENDHAM TOWNSHIP FIRST AID SQUAD
PO BOX 122BROOKSIDENJ07926UNRESTRICTED USE BY DONEE$200
NORWALK CATHOLIC SCHOOL ADVANCEMENT
93 EAST MAIN STREETNORWALKOH44857UNRESTRICTED USE BY DONEE$10,000
PALM BEACH COUNTY FOOD BANK
525 GATOR DRIVELANTANAFL33462UNRESTRICTED USE BY DONEE$500
THA VALERIE FUND
2101 MILLBURN AVENUEMAPLEWOODNJ07040UNRESTRICTED USE BY DONEE$150
YMCA
101 N WACKER DRIVECHICAGOIL60606UNRESTRICTED USE BY DONEE$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$14,650TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,380ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$3,380ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,380TotalIncomeProducingActyAmt

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

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp (3 entries)

ANNE M ESKER
DAVID ESKER NACCHIO
MICHAEL J E NACCHIO

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ISHARES DJ SELECT DIV FD$20,127$25,115
ISHARES TR DJ US HEALTHCARE$10,051$19,803
POWERSHARES QQQ TRUST$22,565$43,980
SPDR S&P 500 ETF TR$72,885$88,651
SECTOR SPDR FINANCIAL SELECT$19,440$21,860

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
ACCOUNTING FEES$3,008$1,504

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