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ROBERT AND JANET NANFELT FOUNDATION: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
ROBERT AND JANET NANFELT FOUNDATION (EIN 22-6937092)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-11-15
IRS object ID
201113199349101546
Schema version
2010v3.4
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)
Timestamp2011-11-15T14:19:58-06:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1LAMBRIDES ARNOLD MOULTHROP LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line126 PARK ST STE 301AddressLine1
CityMONTCLAIRCity
StateNJState
ZIP Code070423443ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2010-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN226937092EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1ROBERT AND JANET NANFELT FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlROBENameControl
Phone9737448660Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O LAMBRIDES 26 PARK ST STEAddressLine1
Address Line2ROOM/SUITE 301AddressLine2
CityMONTCLAIRCity
StateNJState
ZIP Code07042ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameSTEPHEN NANFELTName
TitleTRUSTEETitle
Phone9737448660Phone
Date Signed2011-11-15DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameJOYCE E MOULTHROPName
Phone9737448660Phone
Date Prepared2011-11-15DatePrepared
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY139197FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Dividends Rev And Expnss9443DividendsRevAndExpnss
Dividends Net Invst Incm9443DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss-3431NetGainSaleAssetsRevAndExpnss
Gross Sales Price31579GrossSalesPrice
Total Revenue And Expenses6012TotalRevenueAndExpenses
Total Net Investment Income9443TotalNetInvestmentIncome
Taxes Rev And Expnss112TaxesRevAndExpnss
Other Expenses Rev And Expnss170OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm170OtherExpensesNetInvstIncm
Tot Opr Expenses Rev And Expnss282TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm170TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss15000ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps15000ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss15282TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm170TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps15000TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-9270ExcessOfRevenueOverExpenses
Net Investment Income9273NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY329CashBOY
Cash EOY26590CashEOY
Cash EOYFMV26590CashEOYFMV
Investments Corp Stock BOY189391InvestmentsCorpStockBOY
Investments Corp Stock EOY154424InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV112607InvestmentsCorpStockEOYFMV
Investments Other BOY564InvestmentsOtherBOY
Total Assets BOY190284TotalAssetsBOY
Total Assets EOY181014TotalAssetsEOY
Total Assets EOYFMV139197TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Retained Earnings BOY190284RetainedEarningsBOY
Retained Earnings EOY181014RetainedEarningsEOY
Total Net Assets BOY190284TotalNetAssetsBOY
Total Net Assets EOY181014TotalNetAssetsEOY
Total Liabilities Net Assets BOY190284TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY181014TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY190284TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-9270ExcessOfRevenueOverExpenses
Subtotal181014Subtotal
Total Net Assets Fund Balances EOY181014TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLosses
PUBLICLY TRADED SECURITIESP1010
PUBLICLY TRADED SECURITIESP3156935000-3431-3431
FieldValueIRS element (for citing)
Capital Gain Net Income-3431CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year120888QualifyingDistributionsYear1
Noncharitable Assets Year1122683NoncharitableAssetsYear1
Distribution Ratio Year10.170260DistributionRatioYear1
Qualifying Distributions Year223664QualifyingDistributionsYear2
Noncharitable Assets Year2170928NoncharitableAssetsYear2
Distribution Ratio Year20.138444DistributionRatioYear2
Qualifying Distributions Year36220QualifyingDistributionsYear3
Noncharitable Assets Year3197886NoncharitableAssetsYear3
Distribution Ratio Year30.031432DistributionRatioYear3
Qualifying Distributions Year413000QualifyingDistributionsYear4
Noncharitable Assets Year4192224NoncharitableAssetsYear4
Distribution Ratio Year40.067629DistributionRatioYear4
Qualifying Distributions Year519112QualifyingDistributionsYear5
Noncharitable Assets Year5202083NoncharitableAssetsYear5
Distribution Ratio Year50.094575DistributionRatioYear5
Total Distribution Ratio0.502340TotalDistributionRatio
Average Distribution Ratio0.100468AverageDistributionRatio
Net Noncharitable Assets133477NetNoncharitableAssets
Adjusted Noncharitable Assets13410AdjustedNoncharitableAssets
One Percent Net Investment Income93OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One13503AdjNonchrtblAssetsAndOnePct
Qualifying Distributions15000QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax93InvestmentIncomeExciseTax
Subtotal93Subtotal
Tax Based On Investment Income93TaxBasedOnInvestmentIncome
Tax Due93TaxDue
Amount Credited To Next Year0AmountCreditedToNextYear

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
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
Form990 PF Filed With AGfalseForm990PFFiledWithAG
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 NameLAMBRIDES ARNOLD MOULTHROP LLPBooksInCareOfPersonName
Books In Care Of Phone Number9737448660BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line126 PARK ST SUITE 301AddressLine1
CityMONTCLAIRCity
StateNJState
ZIP Code07042ZIPCode

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 PersontrueTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Acts Fail To Qualify As ExceptionstrueActsFailToQualifyAsExceptions
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

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
JANET A NANFELT
VAN BEUREN RDMORRISTOWNNJ07960TRUSTEE1.00000
STEPHEN PETER NANFELT
VAN BEUREN RDMORRISTOWNNJ07960TRUSTEE1.00000
PETER NANFELT
VAN BEUREN RDMORRISTOWNNJ07960TRUSTEE1.00000
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 Securities130699AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances4811AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets135510TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets135510AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable2033CashDeemedCharitable
Net Noncharitable Assets133477NetNoncharitableAssets
Minimum Investment Return6674MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return6674MinimumInvestmentReturn
Tax Based On Investment Income93TaxBasedOnInvestmentIncome
Total Tax93TotalTax
Distributable Amount Before Adj6581DistributableAmountBeforeAdj
Distributable Amount Before Ded6581DistributableAmountBeforeDed
Distributable Amount As Adjusted6581DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions15000ExpensesAndContributions
Qualifying Distributions15000QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm93OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions14907AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted6581DistributableAmountAsAdjusted
Excess Distri Carryover Year214632ExcessDistriCarryoverYear2
Excess Distri Carryover Year114978ExcessDistriCarryoverYear1
Total Excess Distri Carryover29610TotalExcessDistriCarryover
Qualifying Distributions15000QualifyingDistributions
Applied To Current Year6581AppliedToCurrentYear
Remaining Distri From Corpus8419RemainingDistriFromCorpus
Total Corpus38029TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov To Next Year38029ExcessDistriCyovToNextYear
Excess From Year214632ExcessFromYear2
Excess From Year114978ExcessFromYear1
Excess From Current Year8419ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameJANET OR STEPHEN NANFELTRecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1VAN BEUREN RDAddressLine1
CityMORRISTOWNCity
StateNJState
ZIP Code07960ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number9732859373RecipientPhoneNumber
Form And Info And MaterialsNO SPECIFIED FORMAT.FormAndInfoAndMaterials
Submission DeadlinesNO SUBMISSION DEADLINESubmissionDeadlines
Restrictions On AwardsGRANTS MADE TO CHRISTIAN ORGANIZATIONS, CHURCHES, SCHOOLS AND MISSION ORGANIZATIONS.RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (2 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
LONG HILL CHAPEL
525 SHUNPIKE ROADCHATHAMNJ07928NONETAX-EXEMPTGENERAL CHARITABLE PURPOSE$10,000
REACHING YOU
PO BOX 56LAKE VILLAIL60046NONETAX-EXEMPTGENERAL CHARITABLE PURPOSE$5,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year15000TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$9,443ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion-$3,431ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$6,012ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA6012TotalPartXVIA

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)

JANET A NANFELT
STEPHEN PETER NANFELT
PETER NANFELT

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
StatementORGANIZATION'S ACTIVITY IS BELOW THE THRESHHOLD REQUIRED FOR REGISTRATION WITH THE STATE OF NEW JERSEY.Statement

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (12 entries)

Name Of StockNameOfStockEOY Book ValueEOYBookValueEOYFMVEOYFMV
500 CITIGROUP CAPITAL 6.45
500 DEUTSCHE BK CAP75006735
500 MORGAN STANLEY CAP TRUST
500 CITIGROUP CAP 6.87575007185
500 UBS CAPITAL XII 6.3% PFD1250012420
300 OFFICE DEPOT106011620
1250.862 ALPINE GLOBAL PREMIER2308410344
1,000 ALPINE TOTAL DYNAMIC200005920
1230.601 NICHOLAS-APPLEGATE EQUITY
1200 BARCLAYS BANK PLC 8.125%3000030840
500 AT&T 6.375%1250013305
AGIC EQUITY & CONV 1331 SHS3073924238

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

FieldValueIRS element (for citing)
Category Or ItemMORGAN STANLEY MONEY FUNDCategoryOrItem
Listed At Cost Or FMVAT COSTListedAtCostOrFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncome
EXPENSES
BROKERAGE FEE170170

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategory
Amount$112Amount

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