N J AND J FAMILY FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- N J AND J FAMILY FOUNDATION INC (EIN 46-3703833)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-29
- IRS object ID
- 202621199349101002
- Schema version
- 2025v4.1
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-29T11:48:45-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 541631262 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEITER STEPHENS HURST GARY & SHREAVES | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4401 DOMINION BLVD | AddressLine1Txt |
| City | GLEN ALLEN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23060 | 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 | 463703833 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | N J AND J FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NJAN | BusinessNameControlTxt |
| Phone | 8042703500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 784 TRAMORE LANE | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY WHITE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8042703500 | PhoneNum |
| Signature | 2026-04-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | A PAUL HECKMAN | PreparerPersonNm |
| PTIN | P00404992 | PTIN |
| Phone | 8047470000 | PhoneNum |
| Preparation | 2026-04-22 | 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 | $2,543,526 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $999 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $4 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $67,907 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $67,907 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $187,109 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $893,371 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $187,109 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $256,019 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $255,020 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $999 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,675 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $25,282 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $25,284 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,801 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $29,757 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,284 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $352,488 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $352,488 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $382,245 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,284 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $352,488 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$126,226 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $229,736 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $102,458 | CashBOYAmt |
| Cash EOY | $548,493 | CashEOYAmt |
| Cash EOYFMV | $548,493 | CashEOYFMVAmt |
| Other Investments BOY | $1,577,032 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $990,771 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,995,033 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,679,490 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,539,264 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,543,526 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,679,490 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,539,264 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,679,490 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,539,264 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,679,490 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,539,264 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,679,490 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$126,226 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,553,264 | SubtotalAmt |
| Other Decreases | $14,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,539,264 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| DIAGEO PLC SPONSORED ADR NEW | P | $16,464 | $17,110 | -$646 | -$646 |
| DISNEY WALT CO | P | $21,510 | $23,418 | -$1,908 | -$1,908 |
| DOUBLELINE TOTAL RETURN BOND FUND CL R6 | P | $47,838 | $58,378 | -$10,540 | -$10,540 |
| BECTON DICKINSON & CO | P | $12,994 | $13,508 | -$514 | -$514 |
| BECTON DICKINSON & CO | P | $20,791 | $19,860 | $931 | $931 |
| CHEVRONTEXACO CORP | P | $5,462 | $4,899 | $563 | $563 |
| CHEVRONTEXACO CORP | P | $27,310 | $23,259 | $4,051 | $4,051 |
| ISHARES RUSSELL 2000 ETF | P | $17,461 | $17,635 | -$174 | -$174 |
| ISHARES RUSSELL 2000 ETF | P | $116,062 | $61,915 | $54,147 | $54,147 |
| ALPHABET INC SHS CL C | P | $24,065 | $2,882 | $21,183 | $21,183 |
| APPLE INC COM | P | $25,147 | $1,558 | $23,589 | $23,589 |
| BLACKROCK INC REG SHS | P | $42,792 | $10,732 | $32,060 | $32,060 |
| DOUBLELINE TOTAL RETURN BOND FUND CL R6 | P | $49,211 | $59,583 | -$10,372 | -$10,372 |
| DOUBLELINE TOTAL RETURN BOND FUND CL R6 | P | $5,995 | $7,144 | -$1,149 | -$1,149 |
| DOUBLELINE TOTAL RETURN BOND FUND CL R6 | P | $305,296 | $298,794 | $6,502 | $6,502 |
| ISHARES INC CORE MSCI EMERGING MKTS ETF | P | $53,380 | $31,286 | $22,094 | $22,094 |
| MICROSOFT CORP | P | $21,582 | $2,931 | $18,651 | $18,651 |
| NIKE INC CL B | P | $31,818 | $24,489 | $7,329 | $7,329 |
| OTIS WORLDWIDE CORP REG SH | P | $2,991 | $2,024 | $967 | $967 |
| OTIS WORLDWIDE CORP REG SH | P | $12,355 | $8,148 | $4,207 | $4,207 |
| VANGUARD FTSE DEVELOPED MARKETS ETF | P | $26,370 | $16,709 | $9,661 | $9,661 |
| KRAFT HEINZ CO - LITIGATION | P | $98 | $98 | $98 | |
| CAPITAL GAINS DIVIDENDS | P | $6,379 | $6,379 | $6,379 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $187,109 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,193 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,193 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,193 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $92 | EsPenaltyAmt |
| Tax Due | $2,285 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | NANCY WHITE | IndividualWithBooksNm |
| Phone | 8042703500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 784 TRAMORE LANE | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| NANCY WHITE | ||||||||
| 784 TRAMORE LANE | NAPLES | FL | 34108 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| JODI TIMNA | ||||||||
| 784 TRAMORE LANE | NAPLES | FL | 34108 | SECRETARY | 0.50 | $0 | $0 | $0 |
| JILL LEVINE | ||||||||
| 784 TRAMORE LANE | NAPLES | FL | 34108 | TREASURER | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,479,864 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $134,758 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,614,622 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,614,622 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $39,219 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,575,403 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $128,770 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $128,770 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,193 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,193 | TotalTaxAmt |
| Distributable Before Adj | $125,577 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $125,577 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $125,577 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $352,488 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $352,488 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $125,577 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $72,258 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $58,501 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $125,706 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $256,465 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $352,488 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $125,577 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $226,911 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $483,376 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $72,258 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $411,118 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $58,501 | ExcessFromYear2Amt |
| Excess From Year1 | $125,706 | ExcessFromYear1Amt |
| Excess From Current Year | $226,911 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | NANCY WHITE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 784 TRAMORE LANE | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8042703500 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARTIS NAPLES | |||||||
| 5833 PELICAN BAY BOULEVARD | NAPLES | FL | 34108 | NONE | PC | GENERAL PURPOSES | $10,000 |
| CONGREGATION OF BETH AHABAH | |||||||
| 1121 W FRANKLIN STREET | RICHMOND | VA | 23220 | NONE | PC | GENERAL PURPOSES | $3,105 |
| CONSERVANCY OF SOUTHWEST FLORIDA | |||||||
| 1495 SMITH PRESERVE WAY | NAPLES | FL | 34102 | NONE | PC | GENERAL PURPOSES | $132,720 |
| DAVID LAWRENCE CENTER | |||||||
| 6075 BATHEY LANE | NAPLES | FL | 34116 | NONE | PC | GENERAL PURPOSES | $62,500 |
| JEWISH FEDERATION OF CHICAGO | |||||||
| 30 S WELLS STREET | CHICAGO | IL | 60602 | NONE | PC | GENERAL PURPOSES | $1,000 |
| JEWISH FEDERATION OF GREATER NAPLES | |||||||
| 2500 VANDERBILT BEACH RD | NAPLES | FL | 34109 | NONE | PC | GENERAL PURPOSES | $5,000 |
| NAPLES BOTANICAL GARDEN | |||||||
| 4820 BAYSHORE DRIVE | NAPLES | FL | 34112 | NONE | PC | GENERAL PURPOSES | $23,570 |
| NCH CENTER FOR PHILANTHROPY | |||||||
| 350 7TH STREET N | NAPLES | FL | 34102 | NONE | PC | GENERAL PURPOSES | $7,500 |
| NEIGHBORHOOD HEALTH CLINIC | |||||||
| 88 12TH ST N SUITE 100 | NAPLES | FL | 34102 | NONE | PC | GENERAL PURPOSES | $1,000 |
| SHELTER FOR ABUSED WOMEN & CHILDREN | |||||||
| PO BOX 10102 | NAPLES | FL | 34101 | NONE | PC | GENERAL PURPOSES | $25,000 |
| SUMMER OF A LIFETIME | |||||||
| 1 N STATE ST | CHICAGO | IL | 60602 | NONE | PC | GENERAL PURPOSES | $10,000 |
| TEMPLE SHALOM CHICAGO | |||||||
| 3480 N LAKE SHORE DRIVE | CHICAGO | IL | 60657 | NONE | PC | GENERAL PURPOSES | $5,080 |
| TEMPLE SHALOM NAPLES | |||||||
| 4630 PINE RIDGE ROAD | NAPLES | FL | 34119 | NONE | PC | GENERAL PURPOSES | $3,013 |
| WGCU PUBLIC MEDIA | |||||||
| 11000 FGCU BLVD | FORT MYERS | FL | 33965 | NONE | PC | GENERAL PURPOSES | $5,000 |
| YOUTH HAVEN | |||||||
| 5867 WHITAKER ROAD | NAPLES | FL | 34112 | NONE | PC | GENERAL PURPOSES | $53,000 |
| BAKER SENIOR CENTER | |||||||
| 6200 AUTUMN OAKS LN | NAPLES | FL | 34119 | NONE | PC | GENERAL PURPOSES | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $352,488 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $67,907 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $187,109 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $255,020 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $255,020 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,675 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS - US TRUST | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $990,771 | BookValueAmt |
| EOYFMV | $1,995,033 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $999 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT FOR GRANTS OUTSTANDING | Desc |
| Amt | $14,000 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES - US TRUST | CategoryTxt |
| Amt | $25,282 | Amt |
| Net Investment Income | $25,284 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $1,801 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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