MACCHIA FAMILY FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
MACCHIA FAMILY FOUNDATION INC (EIN 81-0730656)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-03-20
IRS object ID
202300799349100255
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-03-20T13:30:56-04:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN382962645PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GROSS PUCKEY GRUEL & ROOF 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 Begin2022-01-01TaxPeriodBeginDt

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 Line1128 FLAMINGO AVEAddressLine1Txt
CityNAPLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34108ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN A MACCHIAPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone5172066078PhoneNum
Signature2023-02-25SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJOHNPersonFirstNm
Person LastMACCHIAPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDANIEL T BROWNPreparerPersonNm
PTINP00970893PTIN
Phone5177871400PhoneNum
Preparation2023-03-20PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,482,645FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$111,404ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$106InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$106InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$106InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$15,690DividendsRevAndExpnssAmt
Dividends Net Invst Incm$15,690DividendsNetInvstIncmAmt
Dividends Adj Net Incm$15,690DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$52,600NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$175,977GrossSalesPriceAmt
Total Rev And Expnss$179,800TotalRevAndExpnssAmt
Total Net Invst Incm$15,796TotalNetInvstIncmAmt
Total Adj Net Incm$15,796TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,250AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,250AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$4,126OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,126OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$700TaxesRevAndExpnssAmt
Taxes Net Invst Incm$700TaxesNetInvstIncmAmt
Printing And Pub Rev And Expnss$216PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$216PrintingAndPubNetInvstIncmAmt
Other Expenses Rev And Expnss$1,700OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,700OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$7,992TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$7,992TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$71,707ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$71,707ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$79,699TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$7,992TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$71,707TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$100,101ExcessRevenueOverExpensesAmt
Net Investment Income$7,804NetInvestmentIncomeAmt
Adjusted Net Income$15,796AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$98,730SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$104,402SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$104,402SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$432,341CorporateStockBOYAmt
Corporate Stock EOY$503,858CorporateStockEOYAmt
Corporate Stock EOYFMV$1,378,243CorporateStockEOYFMVAmt
Total Assets BOY$531,071TotalAssetsBOYAmt
Total Assets EOY$608,260TotalAssetsEOYAmt
Total Assets EOYFMV$1,482,645TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$531,071RetainedEarningBOYAmt
Retained Earning EOY$608,260RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$531,071TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$608,260TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$531,071TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$608,260TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$531,071TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$100,101ExcessRevenueOverExpensesAmt
Subtotal$631,172SubtotalAmt
Other Decreases$22,912OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$608,260TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$108InvestmentIncomeExciseTaxAmt
Subtotal$108SubtotalAmt
Tax Based On Investment Income$108TaxBasedOnInvestmentIncomeAmt
Tax Due$108TaxDueAmt

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 Line1128 FLAMINGO AVEAddressLine1Txt
CityNAPLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34108ZIPCd
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
128 FLAMINGO AVENAPLESFL34108TRUSTEE000.00$0$0$0
NORMA K MACCHIA
128 FLAMINGO AVENAPLESFL34108TRUSTEE000.00$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$1,327,994AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$82,100AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,410,094TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,410,094AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$21,151CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,388,943NetVlNoncharitableAssetsAmt
Minimum Investment Return$69,447MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$69,447MinimumInvestmentReturnAmt
Tax Based On Investment Income$108TaxBasedOnInvestmentIncomeAmt
Total Tax$108TotalTaxAmt
Distributable Before Adj$69,339DistributableBeforeAdjAmt
Distributable Before Ded$69,339DistributableBeforeDedAmt
Distributable As Adjusted$69,339DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$71,707ExpensesAndContributionsAmt
Charitable Assets Acquis Paid$71,707CharitableAssetsAcquisPaidAmt
Qualifying Distributions$143,414QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$69,339DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$10,309ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$8,558ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$6,177ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$5,840ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$30,884TotalExcessDistributionCyovAmt
Qualifying Distributions$143,414QualifyingDistributionsAmt
Applied To Current Year$69,339AppliedToCurrentYearAmt
Remaining Distri From Corpus$74,075RemainingDistriFromCorpusAmt
Total Corpus$104,959TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$10,309ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$94,650ExcessDistriCyovToNextYrAmt
Excess From Year4$8,558ExcessFromYear4Amt
Excess From Year2$6,177ExcessFromYear2Amt
Excess From Year1$5,840ExcessFromYear1Amt
Excess From Current Year$74,075ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJOHN A MACCHIARecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1128 FLAMINGO AVEAddressLine1Txt
CityNAPLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34108ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5172066078RecipientPhoneNum
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 Line1128 FLAMINGO AVEAddressLine1Txt
CityNAPLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34108ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Grant Or Contribution PurposeGENERAL OPERATIONSGrantOrContributionPurposeTxt
Amt$71,707Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$71,707TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$106RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$15,690RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$52,600RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$68,396RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$68,396TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryBSSACategoryTxt
Amt$1,250Amt
Net Investment Income$1,250NetInvestmentIncomeAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (11 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
EURONET WORLDWIDE2021-11PURCHASE2022-09$1,220$1,557-$337
EURONET WORLDWIDE2021-11PURCHASE2022-09$8,167$10,422-$2,255
META PLATFORMS INC2021-11PURCHASE2022-09$4,209$8,264-$4,055
FLEXSHARES UPSTREAM2016-01PURCHASE2022-05$48,676$23,776$24,900
HEINEKEN HLDG NVPURCHASE2022-05$9,498$10,234-$736
FLEXSHARES UPSTREAM2016-01PURCHASE2022-12$47,772$23,776$23,996
META PLATFORMS INCPURCHASE2022-09$16,836$14,110$2,726
META PLATFORMS INC2020-12PURCHASE2022-09$3,872$6,194-$2,322
META PLATFORMS INC2020-12PURCHASE2022-09$4,546$7,271-$2,725
EURONET WORLDWIDE2021-11PURCHASE2022-09$9,387$11,301-$1,914
SPDR S&P 500 ETF2021-01PURCHASE2022-02$21,794$6,472$15,322

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
EQUITY SECURITIES$487,428$1,219,354
ETF SECURITIES
REIT$16,430$158,889

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescFMV IN EXCESS OF COST - DONATIONDesc
Amt$22,912Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
ADMINSTRATIVE FEES$1,700$1,700

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$4,126Amt
Net Investment Income$4,126NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAX$643$643
TAXES$57$57

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