LAMACCHIA FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LAMACCHIA FAMILY FOUNDATION (EIN 31-1645287)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-15
- IRS object ID
- 202541359349101999
- Schema version
- 2024v5.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-15T09:50:06-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 127 PUBLIC SQUARE SUITE 2500 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311645287 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LAMACCHIA FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAMA | BusinessNameControlTxt |
| Phone | 5617381135 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7800 DEER CROSSING LANE | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45243 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH LAMACCHIA | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5617381135 | PhoneNum |
| Signature | 2025-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAWN GEAR | PreparerPersonNm |
| PTIN | P00956568 | PTIN |
| Phone | 2165891300 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $84,386 | 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 | $13,709 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,119 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,119 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $145,591 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $155,577 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $145,591 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $161,419 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $147,710 | 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 | $2,673 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,337 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,336 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $554 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $554 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,061 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $50 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,288 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,902 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,386 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $155,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $155,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $159,788 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,902 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $156,886 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,631 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $145,808 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $1 | CashEOYAmt |
| Cash EOYFMV | $1 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $43,379 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $44,122 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $44,122 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $21,541 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $22,546 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $40,263 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $64,920 | TotalAssetsBOYAmt |
| Total Assets EOY | $66,669 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $84,386 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $585,064 | CapitalStockBOYAmt |
| Capital Stock EOY | $586,695 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$520,144 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$520,026 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $64,920 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $66,669 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $64,920 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $66,669 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $64,920 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,631 | ExcessRevenueOverExpensesAmt |
| Other Increases | $118 | OtherIncreasesAmt |
| Subtotal | $66,669 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $66,669 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $155,577 | GrossSalesPriceAmt |
| Cost Or Other Basis | $9,986 | CostOrOtherBasisAmt |
| Gain Or Loss | $145,591 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $145,591 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $145,591 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,027 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,027 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,027 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,479 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,600 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,079 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,052 | OverpaymentAmt |
| Applied To ES Tax | $2,052 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | OH | 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 | ELIZABTH H LAMACCHIA | IndividualWithBooksNm |
| Phone | 5617381135 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7800 DEER CROSSING LANE | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45243 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| ELIZABTH H LAMACCHIA | ||||||||
| 7800 DEER CROSSING | CINCINNATI | OH | 45243 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JOHN T LAMACCHIA | ||||||||
| 7800 DEER CROSSING | CINCINNATI | OH | 45243 | TRUSTEE | 1.00 | $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) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $37,782 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $57,615 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $95,397 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $95,397 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,431 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $93,966 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,698 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,698 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,027 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,027 | TotalTaxAmt |
| Distributable Before Adj | $2,671 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,671 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,671 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $156,886 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $156,886 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,671 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $188,284 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $185,304 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $185,414 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $154,504 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $192,359 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $905,865 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $156,886 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,671 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $154,215 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,060,080 | 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 | $188,284 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $871,796 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $185,304 | ExcessFromYear4Amt |
| Excess From Year3 | $185,414 | ExcessFromYear3Amt |
| Excess From Year2 | $154,504 | ExcessFromYear2Amt |
| Excess From Year1 | $192,359 | ExcessFromYear1Amt |
| Excess From Current Year | $154,215 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN T LAMACCHIA | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ELIZABETH H LAMACCHIA TRUSTEE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7800 DEER CROSSING LANE | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45243 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5617381135 | RecipientPhoneNum |
| Form And Info And Materials | ALL APPLICATIONS MUST BE IN WRITING | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARTSWAVE | |||||||
| 20 E CENTRAL PKWY 200 | CINCINNATI | OH | 45202 | NONE | PC | GENERAL SUPPORT | $1,000 |
| CHAUTAUQUA FOUNDATION | |||||||
| PO BOX 28 | CHAUTAUQUA | NY | 14722 | NONE | PC | GENERAL SUPPORT | $1,000 |
| CINCINNATI COUNTRY DAY SCHOOL | |||||||
| 6905 GIVEN ROAD | CINCINNATI | OH | 45243 | NONE | PC | GENERAL SUPPORT | $5,000 |
| CINCINNATI SHAKESPEARE COMPANY | |||||||
| 719 RACE STREET | CINCINNATI | OH | 45202 | NONE | PC | GENERAL SUPPORT | $10,000 |
| CINCINNATI ZOO FOUNDATION INC | |||||||
| 3400 VINE STREET | CINCINNATI | OH | 45220 | NONE | SO I | GENERAL SUPPORT | $10,000 |
| CIVIC GARDEN CENTER OF GREATER CINCINNATI | |||||||
| 2715 READING RD | CINCINNATI | OH | 45206 | NONE | PC | GENERAL SUPPORT | $10,000 |
| CORNELL UNIVERSITY | |||||||
| 341 PINE TREE ROAD | ITHACA | NY | 14853 | NONE | PC | GENERAL SUPPORT | $1,000 |
| DOMINICAN MISSION FOUNDATION | |||||||
| 2506 PINE STREET | SAN FRANCISCO | CA | 94115 | NONE | PC | GENERAL SUPPORT | $1,000 |
| FREESTORE FOOD BANK INC | |||||||
| 1141 CENTRAL PARKWAY | CINCINNATI | OH | 45202 | NONE | PC | GENERAL SUPPORT | $500 |
| GIRL SCOUTS OF SOUTH WESTERN OHIO | |||||||
| 4930 CORNELL ROAD | BLUE ASH | OH | 45242 | NONE | PC | GENERAL SUPPORT | $40,000 |
| HEART & SOUL ANIMAL SANCTUARY | |||||||
| 369 MONTEZUMA AVENUE 130 | SANTA FE | NM | 87501 | NONE | PC | GENERAL SUPPORT | $1,000 |
| IMPACT 100 INC | |||||||
| 4010 EXECUTIVE PARK DRIVE | CINCINNATI | OH | 45241 | NONE | PC | GENERAL SUPPORT | $1,000 |
| LAST MILE FOOD RESCUE | |||||||
| 3521 MOONEY AVE | CINCINNATI | OH | 45208 | NONE | PC | GENERAL SUPPORT | $5,000 |
| MADELEINE H GORDON DBA GIFT OF LIFE FOUNDATION | |||||||
| PO BOX 6945 | CINCINNATI | OH | 45206 | NONE | PC | GENERAL SUPPORT | $1,000 |
| NATIONAL UNDERGROUND RAILROAD FREEDOM CENTER INC | |||||||
| 50 E FREEDOM WAY | CINCINNATI | OH | 45202 | NONE | PC | GENERAL SUPPORT | $500 |
| OUR DAILY BREAD SOUP KITCHEN INC | |||||||
| PO BOX 488 | LIMA | OH | 45802 | NONE | PC | GENERAL SUPPORT | $1,000 |
| PARKINSON'S FOUNDATION INC | |||||||
| 1359 BROADWAY | NEW YORK | NY | 10018 | NONE | PC | GENERAL SUPPORT | $1,000 |
| PUBLIC LIBRARY OF CINCINNATI & HAMILTON COUNTY FOUNDATION | |||||||
| 800 VINE STREET | CINCINNATI | OH | 45202 | NONE | PC | GENERAL SUPPORT | $10,000 |
| PUBLIC MEDIA CONNECT | |||||||
| 1223 CENTRAL PARKWAY | CINCINNATI | OH | 45214 | NONE | PC | GENERAL SUPPORT | $500 |
| SPCA | |||||||
| 520 EIGHTH AVENUE 7TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | GENERAL SUPPORT | $500 |
| ST JOSEPH INFANT & MATERNITY HOME | |||||||
| 10722 WYSCARVER RD | CINCINNATI | OH | 45241 | NONE | PC | GENERAL SUPPORT | $1,000 |
| ST JOSEPH'S INDIAN SCHOOL | |||||||
| 1301 N MAIN ST PO BOX 89 | CHAMBERLAIN | SD | 57325 | NONE | PC | GENERAL SUPPORT | $500 |
| TENDER MERCIES INC | |||||||
| 27 WEST 12TH STREET | CINCINNATI | OH | 45202 | NONE | PC | GENERAL SUPPORT | $1,000 |
| THE CINCINNATI BALLET COMPANY INC | |||||||
| 1555 CENTRAL PARKWAY | CINCINNATI | OH | 45214 | NONE | PC | GENERAL SUPPORT | $35,000 |
| THE LEUKEMIA & LYMPHOMA SOCIETY RESEARCH FOUNDATION | |||||||
| 3 INTERNATIONAL DRIVE SUITE 200 | RYE BROOK | NY | 10573 | NONE | PC | GENERAL SUPPORT | $1,000 |
| THE NEW YORK TIMES COMMUNITIES FUND | |||||||
| 620 8TH AVE | NEW YORK | NY | 10018 | NONE | PC | GENERAL SUPPORT | $1,000 |
| THE SUMMIT COUNTRY DAY SCHOOL | |||||||
| 2161 GRANDIN RD | CINCINNATI | OH | 45208 | NONE | PC | GENERAL SUPPORT | $5,000 |
| WORLD FOUNDATION FOR GIRL GUIDES AND GIRL SCOUTS | |||||||
| 420 FIFTH AVENUE | NEW YORK | NY | 10018 | NONE | PC | GENERAL SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $155,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,119 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $145,591 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $147,710 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $147,710 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| JOHN T LAMACCHIA | |||||||
| 1 | 7800 DEER CROSSING | CINCINNATI | OH | 45243 | $3,723 | Yes (X) | |
| JOHN T LAMACCHIA | |||||||
| 2 | 7800 DEER CROSSING | CINCINNATI | OH | 45243 | $156,900 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | 3,000 SHARES OF KROGER STOCK | NoncashPropertyDesc |
| Fair Market Value | $156,900 | FairMarketValueAmt |
| Received | 2024-06-18 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DELOITTE ACCOUNTING FEES | CategoryTxt |
| Amt | $2,673 | Amt |
| Net Investment Income | $1,337 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,336 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ISHARES CORE AGGRESSIVE | AT COST | $8,784 | $15,322 |
| ISHARES RUSSELL 1000 (IWD) | AT COST | $7,822 | $12,589 |
| ISHARES RUSSELL 1000 (IWF) | AT COST | $3,110 | $8,032 |
| ISHARES TR RUSSELL 2000 | AT COST | $1,825 | $3,314 |
| WISDOMTREE FLOATING RATE TREASURY FUND | AT COST | $1,005 | $1,006 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $118 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ACCOUNT FEES | CategoryTxt |
| Amt | $554 | Amt |
| Net Investment Income | $554 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2023 FEDERAL TAXES PAID | $1,000 | $0 | $0 |
| FOREIGN TAXES PAID (NFS #26933) | $11 | $11 | $0 |
| TREASURER OF STATE OF OHIO - FILING FEE | $50 | $0 | $50 |
Comments