NACCHIO FOUNDATION INC: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
NACCHIO FOUNDATION INC (EIN 22-3740835)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-11-14
IRS object ID
201303189349101560
Schema version
2012v2.3
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)
Timestamp2013-11-14T15:57:33-06:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

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

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line128 W GRAND AVE STE 11AddressLine1
CityMONTVALECity
StateNJState
ZIP Code07645ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN223740835EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE NACCHIO FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlNACCNameControl
Phone5617410518Phone

US Address USAddress

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

Officer Officer

FieldValueIRS element (for citing)
NameANNE M ESKERName
TitlePRESIDENTTitle
Phone5617410518Phone
Date Signed2013-11-08DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameVINCENT P VILLATA JRName
Phone2013916644Phone
Date Prepared2013-11-08DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY352950FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Dividends Rev And Expnss3569DividendsRevAndExpnss
Dividends Net Invst Incm3569DividendsNetInvstIncm
Dividends Adj Net Incm3569DividendsAdjNetIncm
Total Revenue And Expenses3569TotalRevenueAndExpenses
Total Net Investment Income3569TotalNetInvestmentIncome
Total Adjusted Net Income3569TotalAdjustedNetIncome
Other Expenses Rev And Expnss250OtherExpensesRevAndExpnss
Tot Opr Expenses Rev And Expnss250TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss44550ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps44550ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss44800TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps44550TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-41231ExcessOfRevenueOverExpenses
Net Investment Income3569NetInvestmentIncome
Adjusted Net Income3569AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY242524SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY201293SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV201293SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY145068InvestmentsCorpStockBOY
Investments Corp Stock EOY145068InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV151657InvestmentsCorpStockEOYFMV
Total Assets BOY387592TotalAssetsBOY
Total Assets EOY346361TotalAssetsEOY
Total Assets EOYFMV352950TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Retained Earnings BOY387592RetainedEarningsBOY
Retained Earnings EOY346361RetainedEarningsEOY
Total Net Assets BOY387592TotalNetAssetsBOY
Total Net Assets EOY346361TotalNetAssetsEOY
Total Liabilities Net Assets BOY387592TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY346361TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY387592TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-41231ExcessOfRevenueOverExpenses
Subtotal346361Subtotal
Total Net Assets Fund Balances EOY346361TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year144189QualifyingDistributionsYear1
Noncharitable Assets Year1390949NoncharitableAssetsYear1
Distribution Ratio Year10.113030DistributionRatioYear1
Qualifying Distributions Year238050QualifyingDistributionsYear2
Noncharitable Assets Year2430123NoncharitableAssetsYear2
Distribution Ratio Year20.088463DistributionRatioYear2
Qualifying Distributions Year327035QualifyingDistributionsYear3
Noncharitable Assets Year3440278NoncharitableAssetsYear3
Distribution Ratio Year30.061404DistributionRatioYear3
Qualifying Distributions Year426804QualifyingDistributionsYear4
Noncharitable Assets Year4490592NoncharitableAssetsYear4
Distribution Ratio Year40.054636DistributionRatioYear4
Qualifying Distributions Year526635QualifyingDistributionsYear5
Noncharitable Assets Year5533025NoncharitableAssetsYear5
Distribution Ratio Year50.049970DistributionRatioYear5
Total Distribution Ratio0.367503TotalDistributionRatio
Average Distribution Ratio0.073501AverageDistributionRatio
Net Noncharitable Assets375250NetNoncharitableAssets
Adjusted Noncharitable Assets27581AdjustedNoncharitableAssets
One Percent Net Investment Income36OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One27617AdjNonchrtblAssetsAndOnePct
Qualifying Distributions44550QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax36InvestmentIncomeExciseTax
Subtotal36Subtotal
Tax Based On Investment Income36TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment145EstTaxPaymentsAndOverpayment
Total Credits And Payments145TotalCreditsAndPayments
Overpayment109Overpayment
Amount Credited To Next Year109AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Termination EtcfalseTerminationEtc
Requirements Of Sect508efalseRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithFLStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameANNE M ESKERBooksInCareOfPersonName
Books In Care Of Phone Number5617410518BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

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

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Uncorrected Prior ActsfalseUncorrectedPriorActs
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Business HoldingsfalseBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
ANNE M ESKER
496 MARINER DRIVEJUPITERFL33477PRES & TREAS0.50000
DAVID ESKER NACCHIO
155 WEST 68TH STREET 2102NEW YORKNY10023VICE PRES0.25000
MICHAEL J E NACCHIO
310 WEST 52ND STREET APT 14CNEW YORKNY10019SECRETARY0.25000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Description1N/ADescription1

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities147040AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances233924AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets380964TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets380964AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable5714CashDeemedCharitable
Net Noncharitable Assets375250NetNoncharitableAssets
Minimum Investment Return18763MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return18763MinimumInvestmentReturn
Tax Based On Investment Income36TaxBasedOnInvestmentIncome
Total Tax36TotalTax
Distributable Amount Before Adj18727DistributableAmountBeforeAdj
Distributable Amount Before Ded18727DistributableAmountBeforeDed
Distributable Amount As Adjusted18727DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions44550ExpensesAndContributions
Qualifying Distributions44550QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm36OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions44514AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted18727DistributableAmountAsAdjusted
Excess Distri Carryover Year42316ExcessDistriCarryoverYear4
Excess Distri Carryover Year32059ExcessDistriCarryoverYear3
Excess Distri Carryover Year144200ExcessDistriCarryoverYear1
Total Excess Distri Carryover48575TotalExcessDistriCarryover
Qualifying Distributions44550QualifyingDistributions
Applied To Current Year18727AppliedToCurrentYear
Remaining Distri From Corpus25823RemainingDistriFromCorpus
Total Corpus74398TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov To Next Year74398ExcessDistriCyovToNextYear
Excess From Year42316ExcessFromYear4
Excess From Year32059ExcessFromYear3
Excess From Year144200ExcessFromYear1
Excess From Current Year25823ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameANNE M ESKERRecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1496 MARINER DRIVEAddressLine1
CityJUPITERCity
StateFLState
ZIP Code33477ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number5617410518RecipientPhoneNumber
Form And Info And MaterialsWRITTEN LETTER WITH INFORMATION REGARDING THE BACKGROUND OF THE ORGANIZATION AND PROOF OF TAX EXEMPT STATUS.FormAndInfoAndMaterials
Submission DeadlinesNONESubmissionDeadlines
Restrictions On AwardsNONERestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (25 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodePurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
CATHOLIC RELIEF SERVICES
228 W LEXINGTON STREETBALTIMOREMD21201UNRESTRICTED USE BY DONEE$3,000
NORWALK CATHOLIC SCHOOL ADVANCEMENT
93 EAST MAIN STREETNORWALKOH44857UNRESTRICTED USE BY DONEE$10,000
BARNEGAT LIGHT FIRST AID SQUAD
PO BOX 167BARNEGAT LIGHTNJ08006UNRESTRICTED USE BY DONEE$100
INTERFAITH FOOD PANTRY
2 EXECUTIVE DRIVEMORRIS PLAINSNJ07950UNRESTRICTED USE BY DONEE$500
FEEDING SOUTH FLORIDA
2501 SW 32 TERRACEPEMBROKE PARKFL33023UNRESTRICTED USE BY DONEE$1,500
NATIONAL ALLIANCE ON MENTAL HEALTH
3803 N FAIRFAX DRIVEARLINGTONVA22203UNRESTRICTED USE BY DONEE$1,000
BRAIN & BEHAVIOR RESEARCH FOUNDATIO
60 CUTTER MILL ROADGREAT NECKNY11021UNRESTRICTED USE BY DONEE$1,500
INNOCENCE PROJECT
40 WORTH STREET STE 701NEW YORKNY10013UNRESTRICTED USE BY DONEE$1,500
INTERFAITH FOOD PANTRY
2 EXECUTIVE DRIVEMORRIS PLAINSNJ07950UNRESTRICTED USE BY DONEE$1,000
DELBARTON SCHOOL
230 MENDHAM ROADMORRISTOWNNJ07960UNRESTRICTED USE BY DONEE$200
ST PATRICK CHURCH
2549 HOPE LANE WESTPALM BEACH GARDENSFL33410UNRESTRICTED USE BY DONEE$1,500
JUPITER MEDICAL CENTER FOUNDATION
1210 SOUTH OLD DIXIE HIGHJUPITERFL33458UNRESTRICTED USE BY DONEE$5,000
MENDHAM TOWNSHIP POLICE BENEVOLENT
PO BOX 435MENDHAMNJ07945UNRESTRICTED USE BY DONEE$100
INNOCENCE PROJECT OF FLORIDA INC
1100 EAST PARK AVENUETALLAHASSEEFL32301UNRESTRICTED USE BY DONEE$2,500
HIGH POINT VOLUNTEER FIRE DEPT
10 W 80TH STREETHARVEY CEDARSNJ08008UNRESTRICTED USE BY DONEE$150
THE CAMPAIGN FOR GEORGETOWN
PO BOX 0734WASHINGTONDC20073UNRESTRICTED USE BY DONEE$5,000
MENDHAM TOWNSHIP FIRST AID SQUAD
PO BOX 122BROOKSIDENJ07926UNRESTRICTED USE BY DONEE$150
BROOKSIDE ENGINE CO 1
PO BOX 196BROOKSIDENJ07926UNRESTRICTED USE BY DONEE$250
MENDHAM TOWNSHIP LIBRARY
PO BOX 500 CHERRY LANEBROOKSIDENJ07926UNRESTRICTED USE BY DONEE$200
UNITED WAY OF PALM BEACH COUNTY
2600 QUANTUM BLVDBOYNTON BEACHFL33426UNRESTRICTED USE BY DONEE$2,000
FORDHAM UNIVERSITY
888 SEVENTH AVE 7TH FLOONEW YORKNY10019UNRESTRICTED USE BY DONEE$3,000
NORTH COUNTY FOOD PANTRY
301 FIRST AVE SOUTHLAKE WORTHFL33460UNRESTRICTED USE BY DONEE$1,500
FOUNDATION MORRISTOWN MEDICAL CTR
475 SOUTH STREETMORRISTOWNNJ07960UNRESTRICTED USE BY DONEE$2,500
CELIAC SPRUE ASSOCIATION
PO BOX 31700AMAHANE68131UNRESTRICTED USE BY DONEE$250
BARNEGAT LIGHT FIRST AID
PO BOX 167BARNEGAT LIGHTNJ08006UNRESTRICTED USE BY DONEE$150
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year44550TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion$3,569ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$3,569ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA3569TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Compensation Explanation CompensationExplanation

Compensation Compensation (3 entries)

ANNE M ESKER
DAVID ESKER NACCHIO
MICHAEL J E NACCHIO

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (5 entries)

Name Of StockNameOfStockEOY Book ValueEOYBookValueEOYFMVEOYFMV
ISHARES DJ SELECT DIV FD2012720148
ISHARES TR DJ US HEALTHCARE1005114197
POWERSHARES QQQ TRUST2256532565
SPDR S&P 500 ETF TR7288568357
SECTOR SPDR FINANCIAL SELECT1944016390

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooks
EXPENSES
FEDERAL INCOME TAX250

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