MACCHIA FAMILY FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
MACCHIA FAMILY FOUNDATION INC (EIN 81-0730656)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-13
IRS object ID
202501339349100525
Schema version
2024v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-05-13T09:20:27-04:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN382962645PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BROWN & NOFZINGER PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12530 SPRING ARBOR ROADAddressLine1Txt
CityJACKSONCityNm
State AbbreviationMIStateAbbreviationCd
ZIP49203ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN810730656EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MACCHIA FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMACCBusinessNameControlTxt
Phone5172066078PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14353 CALDERA CIRCLEAddressLine1Txt
CityNAPLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34119ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN A MACCHIAPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone5172066078PhoneNum
Signature2025-04-28SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDANIEL T BROWNPreparerPersonNm
PTINP00970893PTIN
Phone5177871400PhoneNum
Preparation2025-04-28PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,603,921FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$127,177ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$253InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$253InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$253InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$26,116DividendsRevAndExpnssAmt
Dividends Net Invst Incm$26,116DividendsNetInvstIncmAmt
Dividends Adj Net Incm$26,116DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$375,316NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$452,567GrossSalesPriceAmt
Total Rev And Expnss$528,862TotalRevAndExpnssAmt
Total Net Invst Incm$26,369TotalNetInvstIncmAmt
Total Adj Net Incm$26,369TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,350AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,350AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$7,312OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$7,312OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$1,347TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,347TaxesNetInvstIncmAmt
Printing And Pub Rev And Expnss$216PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$216PrintingAndPubNetInvstIncmAmt
Other Expenses Rev And Expnss$2,400OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,400OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$12,625TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$12,625TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$140,250ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$140,250ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$152,875TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$12,625TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$140,250TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$375,987ExcessRevenueOverExpensesAmt
Net Investment Income$13,744NetInvestmentIncomeAmt
Adjusted Net Income$26,369AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$72,500SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$179,361SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$169,861SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$662,333CorporateStockBOYAmt
Corporate Stock EOY$819,809CorporateStockEOYAmt
Corporate Stock EOYFMV$2,434,060CorporateStockEOYFMVAmt
Total Assets BOY$734,833TotalAssetsBOYAmt
Total Assets EOY$999,170TotalAssetsEOYAmt
Total Assets EOYFMV$2,603,921TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$734,833RetainedEarningBOYAmt
Retained Earning EOY$999,170RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$734,833TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$999,170TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$734,833TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$999,170TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$734,833TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$375,987ExcessRevenueOverExpensesAmt
Subtotal$1,110,820SubtotalAmt
Other Decreases$111,650OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$999,170TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$191InvestmentIncomeExciseTaxAmt
Subtotal$191SubtotalAmt
Tax Based On Investment Income$191TaxBasedOnInvestmentIncomeAmt
Tax Due$191TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJOHN A MACCHIAIndividualWithBooksNm
Phone5172066078PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14353 CALDERA CIRICLEAddressLine1Txt
CityNAPLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34119ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOHN A MACCHIA
4353 CALDERA CIRCLENAPLESFL34119TRUSTEE000.00$0$0$0
NORMA K MACCHIA
4353 CALDERA CIRLCENAPLESFL34119TRUSTEE000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,340,320AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$141,346AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,481,666TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$2,481,666AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$37,225CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,444,441NetVlNoncharitableAssetsAmt
Minimum Investment Return$122,222MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$122,222MinimumInvestmentReturnAmt
Tax Based On Investment Income$191TaxBasedOnInvestmentIncomeAmt
Total Tax$191TotalTaxAmt
Distributable Before Adj$122,031DistributableBeforeAdjAmt
Distributable Before Ded$122,031DistributableBeforeDedAmt
Distributable As Adjusted$122,031DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$140,250ExpensesAndContributionsAmt
Qualifying Distributions$140,250QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$122,031DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$6,177ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$5,840ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$2,368ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$18,857ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$33,242TotalExcessDistributionCyovAmt
Qualifying Distributions$140,250QualifyingDistributionsAmt
Applied To Current Year$122,031AppliedToCurrentYearAmt
Remaining Distri From Corpus$18,219RemainingDistriFromCorpusAmt
Total Corpus$51,461TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$51,461ExcessDistriCyovToNextYrAmt
Excess From Year4$6,177ExcessFromYear4Amt
Excess From Year3$5,840ExcessFromYear3Amt
Excess From Year2$2,368ExcessFromYear2Amt
Excess From Year1$18,857ExcessFromYear1Amt
Excess From Current Year$18,219ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJOHN A MACCHIARecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line14353 CALDERA CIRCLEAddressLine1Txt
CityNAPLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34119ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5172066078RecipientPhoneNum
Recipient Email AddressJOHNMACCHIA@ME.COMRecipientEmailAddressTxt
Form And Info And MaterialsINFORMATION ABOUT REQUESTING ORGANIZATION AND AMOUNT OF GRANT REQUESTED.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

FieldValueIRS element (for citing)
Recipient PersonVARIOUS GRANTS DONATIONSRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line14353 CALDERA CIRCLEAddressLine1Txt
CityNAPLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34119ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Grant Or Contribution PurposeGENERAL OPERATIONSGrantOrContributionPurposeTxt
Amt$140,250Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$140,250TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$253RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$26,116RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$375,316RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$401,685RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$401,685TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionIndPerson ContributionPersonContributionInd
JOHN A MACCHIA
14353 CALDERA CIRCLENAPLESFL34119$101,927Yes (X)
JOHN J MACCHIA
26191 BROWNS LAKE RDJACKSONMI49203$13,500Yes (X)
DILLON & ASSOCIATES INC
3PO BOX 1347JACKSONMI49204$10,000Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property230 SHARES NVIDIA (NVDA)NoncashPropertyDesc
Fair Market Value$101,927FairMarketValueAmt
Received2024-11-06ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryBNCategoryTxt
Amt$1,350Amt
Net Investment Income$1,350NetInvestmentIncomeAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (11 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
COMCAST CORP NEW2021-11PURCHASE2024-11$13,180$16,065-$2,885
COMCAST CORP NEW2022-02PURCHASE2024-11$8,787$9,359-$572
COMCAST CORP NEW2022-05PURCHASE2024-11$8,786$8,079$707
COMCAST CORP NEW2022-09PURCHASE2024-11$13,180$10,693$2,487
NVIDIA CORP2018-11PURCHASE2024-03$28,694$1,190$27,504
NVIDIA CORP2018-11PURCHASE2024-03$19,130$789$18,341
NVIDIA CORP2019-03PURCHASE2024-03$47,824$1,869$45,955
NVIDIA CORP2019-03PURCHASE2024-06$124,796$3,737$121,059
NVIDIA CORP2021-08PURCHASE2024-07$56,024$9,638$46,386
NVIDIA CORP2022-09PURCHASE2024-10$66,083$7,181$58,902
NVIDIA CORP2022-05PURCHASE2024-10$66,083$8,651$57,432

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITY SECURITIESStockNm
EOY Book Value$819,809EOYBookValueAmt
EOYFMV$2,434,060EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescFMV IN EXCESS OF COST - DONATIONDesc
Amt$111,650Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
ADMINSTRATIVE FEES$2,400$2,400

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
INVESTMENT FEES$6,851$6,851
LEGAL FEES$461$461

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAX$1,227$1,227
TAXES$120$120

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