RALPH VECCHIO FAMILY FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- RALPH VECCHIO FAMILY FOUNDATION INC (EIN 46-3668588)
- Tax period
- 2022-08-01 to 2023-07-31
- Filed
- 2024-06-10
- IRS object ID
- 202421629349100117
- Schema version
- 2022v5.0
- 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 Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-06-10T11:08:39-05:00 | ReturnTs |
| Tax Period End | 2023-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 592008973 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AHEARN JASCO COMPANY PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 190 SE 19TH AVENUE | AddressLine1Txt |
| City | POMPANO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 330607541 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 463668588 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RALPH VECCHIO FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RALP | BusinessNameControlTxt |
| Phone | 9546297577 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4680 LONG KEY LANE | AddressLine1Txt |
| City | COCONUT CREEK | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 330735112 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DOREEN VECCHIO | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9546297577 | PhoneNum |
| Signature | 2024-06-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DOREEN | PersonFirstNm |
| Person Last | VECCHIO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | REBECCA L MCDONOUGH CPA | PreparerPersonNm |
| PTIN | P00032954 | PTIN |
| Phone | 9547818800 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $405,493 | 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 |
| Interest On Sav Rev And Expnss | $639 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $639 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $7,560 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,560 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $31,473 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $125,009 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $31,473 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $39,672 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $39,672 | 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 |
| Accounting Fees Rev And Expnss | $2,550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,550 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $526 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $42 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,554 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,554 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,630 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,146 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $19,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $19,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $25,630 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,146 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $19,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $14,042 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $33,526 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,765 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $15,908 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $15,908 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $270,923 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $271,822 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $389,585 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $273,688 | TotalAssetsBOYAmt |
| Total Assets EOY | $287,730 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $405,493 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $362,083 | CapitalStockBOYAmt |
| Capital Stock EOY | $362,083 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$88,395 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$74,353 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $273,688 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $287,730 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $273,688 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $287,730 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $273,688 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $14,042 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $287,730 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $287,730 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (33 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ALPHABET INC CL C | P | 2014-04-16 | 2022-08-17 | $4,108 | $933 | $3,175 | $3,175 |
| BERKLEY W R CORP | P | 2014-04-16 | 2022-08-17 | $10,662 | $2,903 | $7,759 | $7,759 |
| BERKSHIRE HATHAWAY INC CL B NEW | P | 2014-04-16 | 2022-08-17 | $3,655 | $1,507 | $2,148 | $2,148 |
| BROOKFIELD ASSET MANAGEMENT INC | P | 2018-09-04 | 2022-08-17 | $183 | $99 | $84 | $84 |
| BROOKFIELD ASSET MANAGEMENT INC | P | 2018-09-05 | 2022-08-17 | $3,276 | $1,770 | $1,506 | $1,506 |
| DIAGEO PLC NEW SPONS ADR | P | 2014-04-16 | 2022-08-17 | $2,645 | $1,789 | $856 | $856 |
| FASTENAL CO | P | 2016-07-25 | 2022-08-17 | $3,669 | $1,383 | $2,286 | $2,286 |
| LOWES COMPANIES INC | P | 2014-05-14 | 2022-08-17 | $5,814 | $1,225 | $4,589 | $4,589 |
| MARKEL CORP | P | 2014-04-16 | 2022-08-17 | $2,527 | $1,231 | $1,296 | $1,296 |
| PEPSICO INC | P | 2014-04-16 | 2022-08-17 | $4,504 | $2,121 | $2,383 | $2,383 |
| S&P GLOBAL INC | P | 2020-03-11 | 2022-08-17 | $4,278 | $2,310 | $1,968 | $1,968 |
| TJX COS INC NEW | P | 2014-04-16 | 2022-08-17 | $2,196 | $947 | $1,249 | $1,249 |
| TJX COS INC NEW | P | 2014-05-20 | 2022-08-17 | $686 | $275 | $411 | $411 |
| THERMO FISHER SCIENTIFIC INC | P | 2014-04-16 | 2022-08-17 | $7,165 | $1,428 | $5,737 | $5,737 |
| FORTUNE BRANDS HOME & SECURITY INC | P | 2021-04-19 | 2022-09-28 | $3,925 | $7,170 | -$3,245 | -$3,245 |
| FORTUNE BRANDS HOME & SECURITY INC | P | 2021-04-23 | 2022-09-28 | $1,738 | $3,243 | -$1,505 | -$1,505 |
| FORTUNE BRANDS HOME & SECURITY INC | P | 2021-04-26 | 2022-09-28 | $2,131 | $3,985 | -$1,854 | -$1,854 |
| BERKLEY W R CORP | P | 2014-04-16 | 2022-10-17 | $2,060 | $533 | $1,527 | $1,527 |
| BROOKFIELD ASSET MANAGEMENT INC | P | 2018-09-05 | 2022-12-15 | $7 | $5 | $2 | $2 |
| BROOKFIELD ASSET MANAGEMENT INC | P | 2018-09-05 | 2023-02-13 | $312 | $193 | $119 | $119 |
| BROOKFIELD ASSET MANAGEMENT INC | P | 2018-10-12 | 2023-02-13 | $1,409 | $862 | $547 | $547 |
| ILLINOIS TOOL WORKS INC | P | 2014-04-16 | 2023-02-23 | $3,928 | $1,423 | $2,505 | $2,505 |
| STRYKER CORP | P | 2015-05-08 | 2023-02-23 | $1,046 | $378 | $668 | $668 |
| BOOKING HOLDINGS INC | P | 2020-03-16 | 2023-03-13 | $4,894 | $2,700 | $2,194 | $2,194 |
| ORACLE CORP | P | 2018-01-08 | 2023-06-12 | $6,668 | $2,775 | $3,893 | $3,893 |
| LESLIES INC | P | 2022-01-14 | 2023-07-17 | $491 | $1,959 | -$1,468 | -$1,468 |
| LESLIES INC | P | 2022-01-18 | 2023-07-17 | $426 | $1,693 | -$1,267 | -$1,267 |
| LESLIES INC | P | 2022-01-20 | 2023-07-17 | $939 | $3,660 | -$2,721 | -$2,721 |
| LESLIES INC | P | 2022-05-05 | 2023-07-17 | $366 | $1,291 | -$925 | -$925 |
| LESLIES INC | P | 2022-05-06 | 2023-07-17 | $519 | $1,804 | -$1,285 | -$1,285 |
| FIRST TRUST GLOBAL DIVIDEND 66 | P | 2021-04-19 | 2023-04-17 | $20,735 | $19,976 | $759 | $759 |
| FIRST TRUST INTL HIGH DIV EQUITY 46 | P | 2022-03-15 | 2023-05-24 | $9,001 | $9,404 | -$403 | -$403 |
| METLIFE INC NON CUML PFD SER D | P | 2022-08-18 | 2023-05-24 | $9,046 | $10,561 | -$1,515 | -$1,515 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $31,473 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $466 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $466 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $466 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $466 | 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 | Yes (1) | 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 | DOREEN VECCHIO | IndividualWithBooksNm |
| Phone | 9546297577 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4680 LONG KEY LANE | AddressLine1Txt |
| City | COCONUT CREEK | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33073 | 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 |
|---|---|---|---|---|---|---|---|---|
| DOREEN VECCHIO | ||||||||
| 4680 LONG KEY LANE | COCONUT CREEK | FL | 33073 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| RACHEL DISCAVAGE | ||||||||
| 4680 LONG KEY LANE | COCONUT CREEK | FL | 33073 | VICE PRESIDENT | 0.50 | $0 | $0 | $0 |
| KRISTEN SHOEMAKER | ||||||||
| 4680 LONG KEY LANE | COCONUT CREEK | FL | 33073 | SECRETARY | 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 | $379,381 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,794 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $389,175 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $389,175 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,838 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $383,337 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $19,167 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $19,167 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $466 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $466 | TotalTaxAmt |
| Distributable Before Adj | $18,701 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $18,701 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $18,701 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $19,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $19,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $18,701 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $13,260 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $19,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $13,260 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,740 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $12,961 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DOREEN VECCHIO | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARCHBISHOPS CHARITIES AND DEVELOPMENT DRIVE | |||||||
| 9401 BISCAYNE BOULEVARD | MIAMI SHORES | FL | 33138 | NONE | PUBLIC CHARITY | SUPPORT OF RELIGIOUS INSTITUTION | $5,000 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | PUBLIC CHARITY | SUPPORT OF MEDICAL RESEARCH | $5,000 |
| RECIPROCAL MINISTRIES INTL | |||||||
| 5475 LEE ST STE 301 | LEHIGH ACRES | FL | 33971 | NONE | OTHER PUBLIC CHARITY | SUPPORT OF RELIGIOUS INSTITUTION | $1,000 |
| ST JUDE'S CHILDREN'S RESEARCH HOSPITAL | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | PUBLIC CHARITY | SUPPORT OF MEDICAL ASSISTANCE/RESEARCH | $6,000 |
| TUBEROUS SCLEROSIS ALLIANCE | |||||||
| 801 ROEDER RD STE 750 | SILVER SPRING | MD | 20910 | NONE | PUBLIC CHARITY | SUPPORT OF MEDICAL ASSISTANCE/RESEARCH | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $19,000 | 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 | $639 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,560 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $31,473 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $39,672 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $39,672 | 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 | $2,550 | Amt |
| Net Investment Income | $2,550 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MARKETABLE SECURITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $271,822 | BookValueAmt |
| EOYFMV | $389,585 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT ADVISORY FEES | Desc |
| Revenue And Expenses Per Books | $3,554 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,554 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $42 | $42 | $0 |
| TAXES | $484 | $0 | $0 |
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