THE STUART E & ESTELLE PRICE FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE STUART E & ESTELLE PRICE FOUNDATION (EIN 20-0087125)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-13
- IRS object ID
- 201301339349100200
- Schema version
- 2012v2.1
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-13T05:52:48-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311543240 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MHM LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 PLYMOUTH ROAD SUITE 200 | AddressLine1 |
| City | PLYMOUTH MEETING | City |
| State | PA | State |
| ZIP Code | 19462 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200087125 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE STUART E & ESTELLE PRICE FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | C/O MILTON H CROSS ESQUIRE | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | STUA | NameControl |
| Phone | 2152839553 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1635 MARKET STREET 7TH FLOOR | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19103 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STUART E PRICE | Name |
| Title | DIRECTOR | Title |
| Phone | 2152839553 | Phone |
| Date Signed | 2013-05-10 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOSEPH G SULLIVAN | Name |
| PTIN | P00360476 | PTIN |
| Phone | 6108622249 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 392049 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 39911 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 10864 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 10864 | DividendsNetInvstIncm |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 50775 | TotalRevenueAndExpenses |
| Total Net Investment Income | 10864 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1700 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 301 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 2001 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 78635 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 78635 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 80636 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 78635 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -29861 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 10864 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 60300 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 30439 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 30439 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 268560 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 268560 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 361610 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 328860 | TotalAssetsBOY |
| Total Assets EOY | 298999 | TotalAssetsEOY |
| Total Assets EOYFMV | 392049 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 328860 | RetainedEarningsBOY |
| Retained Earnings EOY | 298999 | RetainedEarningsEOY |
| Total Net Assets BOY | 328860 | TotalNetAssetsBOY |
| Total Net Assets EOY | 298999 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 328860 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 298999 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 328860 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -29861 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 298999 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 298999 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 64264 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 462364 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.138990 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 37750 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 438267 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.086135 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 26800 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 418346 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.064062 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 31750 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 562789 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.056415 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 54758 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 605854 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.090382 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.435984 | TotalDistributionRatio |
| Average Distribution Ratio | 0.087197 | AverageDistributionRatio |
| Net Noncharitable Assets | 457208 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 39867 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 109 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 39976 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 78635 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 109 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 109 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 109 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 339 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 339 | TotalCreditsAndPayments |
| Overpayment | 230 | Overpayment |
| Amount Credited To Next Year | 230 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | PA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N\A | WebsiteAddress |
| Books In Care Of Person Name | STUART AND ESTELLE PRICE | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2152839553 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7575 PELICAN BAY BOULEVARD | AddressLine1 |
| City | NAPLES | City |
| State | FL | State |
| ZIP Code | 34108 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
| Amount1 | 0 | Amount1 |
| All Oth Prog Rltd Investments Total | 0 | AllOthProgRltdInvestmentsTotal |
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 423756 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 40415 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 464171 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 464171 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 6963 | CashDeemedCharitable |
| Net Noncharitable Assets | 457208 | NetNoncharitableAssets |
| Minimum Investment Return | 22860 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 22860 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 109 | TaxBasedOnInvestmentIncome |
| Total Tax | 109 | TotalTax |
| Distributable Amount Before Adj | 22751 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 22751 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 22751 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 78635 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 78635 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 109 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 78526 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 22751 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 25849 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 3885 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 6316 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 16371 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 41988 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 94409 | TotalExcessDistriCarryover |
| Qualifying Distributions | 78635 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 22751 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 55884 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 150293 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 25849 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 124444 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 3885 | ExcessFromYear4 |
| Excess From Year3 | 6316 | ExcessFromYear3 |
| Excess From Year2 | 16371 | ExcessFromYear2 |
| Excess From Year1 | 41988 | ExcessFromYear1 |
| Excess From Current Year | 55884 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | STUART ESTELLE PRICE | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7575 PELICAN BAY BOULEVARD 606 | AddressLine1 |
| City | NAPLES | City |
| State | FL | State |
| ZIP Code | 34108 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 2152839553 | RecipientPhoneNumber |
| Form And Info And Materials | AMOUNT REQUESTED, DESCRIPTION OF ORGANIZATION, NAME OF INDIVIDUAL | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | CONTRIBUTIONS ARE ONLY MADE TO PUBLIC CHARITIES | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (40 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| ABRAMSON CENTER FOR JEWISH LIFE | ||||||||
| 142 HORSHAM ROAD | NORTH WALES | PA | 19454 | UNRELATED THIRD-PARTY | EXEMPT | SENIOR & HOSPICE CARE | $1,800 | |
| ANTI VIOLENCE PARTNERSHIP OF PHILADELPHIA | ||||||||
| 2000 HAMILTON STREET 304 | PHILADELPHIA | PA | 19130 | UNRELATED THIRD-PARTY | EXEMPT | COMMUNITY SERVICES | $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. | $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 | |
| CHILDRENS HOSPITAL OF PHILADELPHIA FOUNDATION | ||||||||
| 34TH STREET AND CIVIC CENTER BLVD | PHILADELPHIA | PA | 19104 | UNRELATED THIRD- PARTY | EXEMPT | MEDICAL CARE | $1,000 | |
| FEDERATION HOUSING INC | ||||||||
| 8900 ROOSEVELT BLVD | PHILADELPHIA | PA | 19115 | UNRELATED THIRD- PARTY | EXEMPT | HOUSING FOR ELDERLY | $1,000 | |
| FLIGHT 93 NATIONAL MEMORIAL FUND | ||||||||
| 1201 EYE STREET NW SUITE 550B | WASHINGTON | DC | 20005 | UNRELATED THIRD- PARTY | EXEMPT | TO BUILD A 9/11 MEMORIAL | $280 | |
| FOX CHASE CANCER CENTER | ||||||||
| 333 COTTMAN AVENUE | PHILADELPHIA | PA | 19111 | UNRELATED THIRD-PARTY | EXEMPT | CANCER RESEARCH & TREATMENT | $1,000 | |
| FRIENDS OF THE COLLIER COUNTY LIBRARY | ||||||||
| 650 CENTRAL AVENUE | NAPLES | FL | 34102 | UNRELATED THIRD- PARTY | EXEMPT | SUPPORTING RESOURCES & OTHER PROGRAMS | $500 | |
| HOLOCAUST MUSEUM OF SOUTHWEST FLORIDA | ||||||||
| 4760 TAMIAMI TRAIL NORTH SUITE 7 | NAPLES | FL | 34103 | UNRELATED THIRD-PARTY | EXEMPT | PRESERVATION OF HISTORY | $6,000 | |
| JEWISH FAMILY & COMMUNITY SERVICE | ||||||||
| 2500 VANDERBILT BEACH ROAD | NAPLES | FL | 34109 | UNRELATED THIRD- PARTY | EXEMPT | PROVIDE SOCIAL SERVICES | $25,000 | |
| JEWISH FEDERATION OF COLLIER COUNTY | ||||||||
| 2500 VANDERBILT BEACH ROAD SUITE | NAPLES | FL | 34109 | UNRELATED THIRD-PARTY | EXEMPT | COMMUNITY PROGRAMS | $10,000 | 2201 |
| JEWISH NATIONAL FUND | ||||||||
| 42 EAST 69TH STREET | NEW YORK | NY | 10021 | UNRELATED THIRD- PARTY | EXEMPT | FORESTRY AND ECOLOGICAL CONSERVATION IN ISRAEL | $1,200 | |
| LONGPORT FIRE DEPARTMENT | ||||||||
| 2301 ATLANTIC AVENUE | LONGPORT | NJ | 08403 | UNRELATED THIRD- PARTY | EXEMPT | SUPPORT FIRE RESCUE | $100 | |
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | UNRELATED THIRD-PARTY | EXEMPT | RESEARCH & TREATMENT OF CANCER | $1,000 | |
| MILITARY ORDER OF THE PURPLE HEART | ||||||||
| 5413-AB C BACKLICK ROAD | SPRINGFIELD | VA | 221513960 | UNRELATED THIRD- PARTY | EXEMPT | US VETERAN SUPPORT | $100 | |
| REFORM CONGREGATION KENSETH ISRAEL | ||||||||
| 8339 OLD YORK ROAD | ELKINS PARK | PA | 19027 | UNRELATED THIRD-PARTY | EXEMPT | RELIGIOUS PURPOSES | $10,750 | |
| SEEDS OF PEACE | ||||||||
| 370 LEXINGTON AVENUE SUITE 2103 | NEW YORK | NY | 10017 | UNRELATED THIRD- PARTY | EXEMPT | ENCOURAGE PEACE IN YOUNG PEOPLE FROM REGIONS OF CONFLICT | $500 | |
| SHELTER FOR ABUSED WOMEN AND CHILDREN | ||||||||
| PO BOX 10102 | NAPLES | FL | 34101 | UNRELATED THIRD-PARTY | EXEMPT | WOMEN AND CHILDREN ADVOCACY | $1,500 | |
| TEMPLE SHALOM | ||||||||
| 4630 PINE RIDGE ROAD | NAPLES | FL | 341194063 | UNRELATED THIRD- PARTY | EXEMPT | RELIGIOUS SUPPORT | $4,000 | |
| TEMPLE UNIVERSITY | ||||||||
| 1801 N BROAD STREET | PHILADELPHIA | PA | 19122 | UNRELATED THIRD- PARTY | EXEMPT | SUPPORT HIGHER EDUCATION | $500 | |
| LEON N WEINER EDUCATIONAL FUND | ||||||||
| 4 DENNY ROAD | WILMINGTON | DE | 19809 | UNRELATED THIRD- PARTY | EXEMPT | SUPPORT HIGHER EDUCATION | $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 | |
| JEWISH FAMILY & CHILDREN SERVICES | ||||||||
| 135 W 50TH STREET 6 | NEW YORK | NY | 10020 | UNRELATED THIRD- PARTY | EXEMPT | COMMUNITY PROGRAMS | $180 | |
| CYSTIC FIBROSIS FOUNDATION | ||||||||
| 6950 SQUIBB ROAD | MISSION | KS | 66202 | UNRELATED THIRD- PARTY | EXEMPT | MEDICAL RESEARCH | $100 | |
| THE WILLIAMSON FREE SCHOOL | ||||||||
| 106 S NEW MIDDLETON ROAD | MEDIA | PA | 19063 | UNRELATED THIRD- PARTY | EXEMPT | EDUCATIONAL SUPPORT | $1,000 | |
| PHILAHARMONIC CENTER FOR THE ARTS | ||||||||
| 5833 PELICAN BAY BOULEVARD | NAPLES | FL | 34108 | UNRELATED THIRD- PARTY | EXEMPT | COMMUNITY PROGRAMS | $250 | |
| CHILDREN UNLIMITED INC | ||||||||
| 182 WEST MAIN STREET PO BOX 986 | CONWAY | OH | 03818 | UNRELATED THIRD- PARTY | EXEMPT | CHILDREN SUPPORT SERVICES | $1,000 | |
| NATIONAL LIBERTY MUSEAUM | ||||||||
| 321 CHESTNUT STREET | PHILADELPHIA | PA | 19106 | UNRELATED THIRD- PARTY | EXEMPT | COMMUNITY PROGRAMS | $500 | |
| THE BARNES FOUNDATION | ||||||||
| 2025 BENJAMIN FRANKLIN PARKWAY | PHILADELPHIA | PA | 19130 | UNRELATED THIRD- PARTY | EXEMPT | COMMUNITY PROGRAMS | $225 | |
| THE FUND FOR AMERICAN STUDIES | ||||||||
| 1706 NEW HAMPSHIRE AVE NW | WASHINGTON | DC | 20009 | UNRELATED THIRD- PARTY | EXEMPT | RESEARCH | $500 | |
| RNS CANCER AND HEART FOUNDATION | ||||||||
| 7223 VETNOR AVENUE | VETNOR | NJ | 08406 | UNRELATED THIRD- PARTY | EXEMPT | CANCER AND MEDICAL RESEARCH | $200 | |
| EVERY BREATH COUNTS FOUNDADTION | ||||||||
| PO BOX 209 | SOMERS POINT | NJ | 08244 | UNRELATED THIRD- PARTY | EXEMPT | LUNG CANCER RESEARCH | $600 | |
| FOOD ALLERGY RESEARCH INITIATIVE | ||||||||
| PO BOX 481 | BALA CYNWYD | PA | 19004 | UNRELATED THIRD- PARTY | EXEMPT | RESEARCH | $500 | |
| PULMONARY FIBROSIS FOUNDATION | ||||||||
| 230 EAST OHIO STREET SUITE 304 | CHICAGO | IL | 60611 | UNRELATED THIRD- PARTY | EXEMPT | TO PROMOTE ADVOCACY OF PULMONARY FIBROSIS | $100 | |
| NATIONAL LAW ENFORCEMENT MEMORIAL FOUNDATION | ||||||||
| 901 E ST NW | WASHINGTON | DC | 20004 | UNRELATED THIRD- PARTY | EXEMPT | TO PROMOTE PUBLIC SUPPORT FOR LAW ENFORCEMENT | $150 | |
| HARRY CHAPIN FOOD BANK | ||||||||
| 3760 FOWLER STREET | FORT MEYERS | FL | 33901 | UNRELATED THIRD- PARTY | EXEMPT | COMMUNITY PROGRAMS | $200 | |
| FLORIDA POLICE ATHLETIC LEAGUE | ||||||||
| PO BOX 350399 | JACKSONVILLE | FL | 32335 | UNRELATED THIRD- PARTY | EXEMPT | COMMUNITY PROGRAMS | $100 | |
| CONGREGATION BETH ISRAEL | ||||||||
| 3901 SHOAL CREEK BOULEVARD | AUSTIN | TX | 78756 | UNRELATED THIRD- PARTY | EXEMPT | RELIGIOUS SUPPORT | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 78635 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $10,864 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $10,864 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 10864 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | STUART E ESTELLE PRICE | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7575 PELICAN BAY BOULEVARD | AddressLine1 |
| City | NAPLES | City |
| State | FL | State |
| ZIP Code | 34108 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 39911 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP | Category |
| Amount | $1,700 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Oth Prog Rltd Investments AllOthProgRltdInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NONE | Description |
| Amount | $0 | Amount |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | CORPORATE STOCK | NameOfStock |
| EOY Book Value | 268560 | EOYBookValue |
| EOYFMV | 361610 | EOYFMV |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | Category |
| Amount | $301 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |