NANCY L GOLDSMITH AND JOHN E GOLDSMITH FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- NANCY L GOLDSMITH AND JOHN E GOLDSMITH FAMILY FOUNDATION (EIN 80-0456446)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-23
- IRS object ID
- 202601139349101415
- Schema version
- 2025v4.0
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-23T14:35:26-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 464247829 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FARMAND FARMAND & FARMAND LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 303 CENTRE ST STE 201 | AddressLine1Txt |
| City | FERNANDINA BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 320344279 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 800456446 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NANCY L AND JOHN GOLDSMITH | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NANC | BusinessNameControlTxt |
| Phone | 2083093216 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2545 ROBERT OLIVER AVENUE | AddressLine1Txt |
| City | FERNANDINA BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32034 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMY SWANSON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2083093216 | PhoneNum |
| Signature | 2026-04-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICK J LEDDY | PreparerPersonNm |
| PTIN | P02019083 | PTIN |
| Phone | 9043966838 | PhoneNum |
| Preparation | 2026-04-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,035,078 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $63,414 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $63,414 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $63,414 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $95,778 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $451,550 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $95,778 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $1,504 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $159,192 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $159,192 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $64,918 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $25,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,494 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $739 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $739 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $19,521 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $19,521 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $46,754 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,260 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $98,547 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $98,547 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $145,301 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,260 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $98,547 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $13,891 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $138,932 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $64,918 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $7,635 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $43,264 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $43,264 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,823,414 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,824,259 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,991,814 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,831,049 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,867,523 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,035,078 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,831,049 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,867,523 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,831,049 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,867,523 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,831,049 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,867,523 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,831,049 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $13,891 | ExcessRevenueOverExpensesAmt |
| Other Increases | $22,583 | OtherIncreasesAmt |
| Subtotal | $1,867,523 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,867,523 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| EDWARD JONES - 2620 - ST | P | $88,666 | $87,162 | $1,504 | $1,504 |
| EDWARD JONES - 2620 - LT | P | $309,235 | $268,610 | $40,625 | $40,625 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $95,778 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,504 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,931 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,931 | SubtotalAmt |
| Tax Based On Investment Income | $1,931 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,820 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,820 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $3 | EsPenaltyAmt |
| Tax Due | $114 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | ID | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | NA | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2083093216 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2545 ROBERT OLIVER AVENUE | AddressLine1Txt |
| City | FERNANDINA BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32034 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMY SWANSON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2545 ROBERT OLIVER AVENUE | AddressLine1Txt |
| City | FERNANDINA BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32034 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 5.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $25,000 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,955,998 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $23,424 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,979,422 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,979,422 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,691 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,949,731 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $97,487 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $97,487 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,931 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,931 | TotalTaxAmt |
| Distributable Before Adj | $95,556 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $95,556 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $95,556 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $98,547 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $98,547 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $95,556 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $1,747 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr1 | $3,111 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,858 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $98,547 | QualifyingDistributionsAmt |
| Applied To Current Year | $95,556 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,991 | RemainingDistriFromCorpusAmt |
| Total Corpus | $7,849 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,747 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,102 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $3,111 | ExcessFromYear1Amt |
| Excess From Current Year | $2,991 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | AMY SWANSON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2545 ROBERT OLIVER AVENUE | AddressLine1Txt |
| City | FERNANDINA BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32034 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2083093216 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATION FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | YES | SubmissionDeadlinesTxt |
| Restrictions On Awards | YES | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| NASSAU HUMANE SOCIETY | |||||||
| 639 AIRPORT ROAD | FERNANDINA BEACH | FL | 32034 | NONE | PC | NON-RESTRICTIVE | $10,000 |
| FIRST COAST HABITAT FOR HUMANITY | |||||||
| 40 E ADAMS ST 200 | JACKSONVILLE | FL | 32202 | NONE | PC | NON-RESTRICTIVE | $1,803 |
| STORY AND SONG | |||||||
| 1430 PARK AVE | FERNANDINA BEACH | FL | 32034 | NONE | PC | NON-RESTRICTIVE | $1,000 |
| TAKE STOCK IN CHILDREN OF NASSAU CO | |||||||
| 516 S 10TH ST SUITE 119 | FERNANDINA BEACH | FL | 32034 | NONE | PC | NON-RESTRICTIVE | $2,500 |
| COMMUNITY HOSPICE & PALLIATIVE CARE | |||||||
| 4266 SUNBEAM ROAD | JACKSONVILLE | FL | 32257 | NONE | PC | NON-RESTRICTIVE | $5,000 |
| COALITION FOR THE HOMELESS OF NASSA | |||||||
| PO BOX 16123 | FERNANDINA BEACH | FL | 32034 | NONE | PC | NON-RESTRICTIVE | $5,000 |
| YMCA | |||||||
| 40 EAST ADAMS ST 210 | JACKSONVILLE | FL | 32202 | NONE | PC | NON-RESTRICTIVE | $2,500 |
| STARTING POINT | |||||||
| 463142 SR 200 | YULEE | FL | 32097 | NONE | PC | NON-RESTRICTIVE | $3,000 |
| NAMI OF NASSAU COUNTY | |||||||
| 8360 SANCTUARY LANE | FERNANDINA BEACH | FL | 32034 | NONE | PC | NON-RESTRICTIVE | $3,000 |
| DROWN ZERO | |||||||
| 7 COLONIAL DR | COCOA BEACH | FL | 32931 | NONE | PC | NON-RESTRICTIVE | $1,000 |
| THE HOMETOWN FOUNDATION | |||||||
| 275 SCHOOLHOUSE ROAD | CHESHIRE | CT | 06410 | NONE | PC | NON-RESTRICTIVE | $1,000 |
| ST JUDES CHILDREN'S HOSPITAL | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | PC | NON-RESTRICTIVE | $2,000 |
| SALVATION ARMY HOPE HOUSE | |||||||
| 180 E OCEAN BOULEVARD | LONG BEACH | CA | 90802 | NONE | PC | NON-RESTRICTIVE | $3,000 |
| NATURE CONSERVANCY IN FL | |||||||
| 4245 N FAIRFAX DRIVE | ARLINGTON | VA | 22203 | NONE | PC | NON-RESTRICTIVE | $5,000 |
| NORTH FLORIDA LAND TRUST | |||||||
| 843 W MONROE ST | JACKSONVILLE | FL | 32202 | NONE | PC | NON-RESTRICTIVE | $10,000 |
| FRIENDS OF LAKE ALGONQUIN | |||||||
| PO BOX 72 | WELLS | NY | 12190 | NONE | PC | NON-RESTRICTIVE | $1,000 |
| WALLKILL VALLEY LAND TRUST | |||||||
| PO BOX 208 | NEW PALTZ | NY | 12561 | NONE | PC | NON-RESTRICTIVE | $5,000 |
| KEEP NASSAU BEAUTIFUL | |||||||
| 1417 SADLER ROAD 233 | FERNANDINA BEACH | FL | 32034 | NONE | PC | NON-RESTRICTIVE | $5,000 |
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 6703 | HAGERSTOWN | MD | 21741 | NONE | PC | NON-RESTRICTIVE | $10,000 |
| AMERICAN FDT FOR SUICIDE PREVENTION | |||||||
| 199 WATER ST 11TH FL | NEW YORK | NY | 10038 | NONE | PC | NON-RESTRICTIVE | $10,000 |
| CHILDFUND INTERNATIONAL | |||||||
| 2821 EMERYWOOD PARKWAY | RICHMOND | VA | 23294 | NONE | PC | NON-RESTRICTIVE | $338 |
| ROTARY FOUNDATION | |||||||
| 14280 COLLECTIONS CENTER | CHICAGO | IL | 60693 | NONE | PC | NON-RESTRICTIVE | $5,406 |
| ALZHEIMER'S ASSOCIATION | |||||||
| PO BOX 96011 | WASHINGTON | DC | 20090 | NONE | PC | NON-RESTRICTIVE | $1,000 |
| NASSAU COUNCIL ON AGING | |||||||
| 1901 ISLAND WALKWAY | FERNANDINA BEACH | FL | 32034 | NONE | PC | NON-RESTRICTIVE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $98,547 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $63,414 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 17 | ExclusionCd |
| Exclusion | $95,778 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $159,192 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $159,192 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,494 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SECURITIES | StockNm |
| EOY Book Value | $1,824,259 | EOYBookValueAmt |
| EOYFMV | $1,991,814 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INVESTMENT FEE | $19,521 | $19,521 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCREASE | Desc |
| Amt | $22,583 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX W/H | CategoryTxt |
| Amt | $739 | Amt |
| Net Investment Income | $739 | NetInvestmentIncomeAmt |
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