LAMACCHIA FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- LAMACCHIA FAMILY FOUNDATION (EIN 31-1645287)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-16
- IRS object ID
- 202211369349102121
- Schema version
- 2021v4.2
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-16T09:49:03-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 50 W 5TH STREET SUITE 200 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452023789 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | 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 | 2022-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ELIZABETH | PersonFirstNm |
| Person Last | LAMACCHIA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | COURTNEY REITMAN-DEINLEIN | PreparerPersonNm |
| PTIN | P00420933 | PTIN |
| Phone | 5137847100 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $141,317 | 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 | $4,759 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $3,275 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,254 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $55,447 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $194,950 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $55,447 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $63,481 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $58,701 | 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 | $4,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,200 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,200 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,799 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,799 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $413 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $54 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $100 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $23 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $23 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,635 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,076 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,300 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $193,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $193,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $200,835 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,076 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $195,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$137,354 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $53,625 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $14,893 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,676 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $12,676 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $223,005 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $86,844 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $128,641 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $237,898 | TotalAssetsBOYAmt |
| Total Assets EOY | $99,520 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $141,317 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $756,865 | CapitalStockBOYAmt |
| Capital Stock EOY | $619,511 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$518,967 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$519,991 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $237,898 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $99,520 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $237,898 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $99,520 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $237,898 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$137,354 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $100,544 | SubtotalAmt |
| Other Decreases | $1,024 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $99,520 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| MERRILL LYNCH #02292 - ST COVERED | $32 | $34 | -$2 | -$2 |
| MERRILL LYNCH #02292 - LT COVERED | $25,126 | $22,730 | $2,396 | $2,396 |
| NFS #26933 - ST COVERED | $1,220 | $1,146 | $74 | $74 |
| NFS #26933 - LT COVERED | $165,177 | $115,593 | $49,584 | $49,584 |
| NFS #26933 - CAP GAIN DIST | $3,395 | $3,395 | $3,395 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $55,447 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $745 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $745 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $745 | 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 | $745 | 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 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| JOHN P LAMACCHIA | ||||||||
| 3722 BROADVIEW DRIVE | CINCINNATI | OH | 45208 | 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 | $211,744 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,181 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $219,925 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $219,925 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,299 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $216,626 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,831 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,831 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $745 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $745 | TotalTaxAmt |
| Distributable Before Adj | $10,086 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $10,086 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $10,086 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $195,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $195,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,086 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $147,668 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $170,252 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $152,222 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $188,284 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $185,304 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $843,730 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $195,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,086 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $185,414 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,029,144 | 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 | $147,668 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $881,476 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $170,252 | ExcessFromYear4Amt |
| Excess From Year3 | $152,222 | ExcessFromYear3Amt |
| Excess From Year2 | $188,284 | ExcessFromYear2Amt |
| Excess From Year1 | $185,304 | ExcessFromYear1Amt |
| Excess From Current Year | $185,414 | 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 (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALBUQUERQUE ACADEMY EDUCATIONAL FOUNDATION | |||||||
| 6400 WYOMING BLVD NE | ALBUQUERQUE | NM | 87109 | NONE | PC | GENERAL SUPPORT | $5,000 |
| ARTSWAVE | |||||||
| 20 E CENTRAL PKWY 200 | CINCINNATI | OH | 45202 | NONE | PC | GENERAL SUPPORT | $1,000 |
| CINCINNATI COUNTRY DAY SCHOOL | |||||||
| 6905 GIVEN ROAD | CINCINNATI | OH | 45243 | NONE | PC | GENERAL SUPPORT | $11,000 |
| CINCINNATI NATURE CENTER | |||||||
| 4949 TEALTON ROAD | MILFORD | OH | 45150 | NONE | PC | GENERAL SUPPORT | $1,000 |
| CINCINNATI OPERA ASSOCIATION | |||||||
| 30 GARFIELD PLACE SUITE 800 | CINCINNATI | OH | 45202 | NONE | PC | GENERAL SUPPORT | $1,000 |
| CINCINNATI PLAYHOUSE IN THE PARK | |||||||
| 962 MT ADAMS CIRCLE | CINCINNATI | OH | 45202 | NONE | PC | GENERAL SUPPORT | $11,000 |
| CINCINNATI ZOO FOUNDATION INC | |||||||
| 3400 VINE STREET | CINCINNATI | OH | 45220 | NONE | SO I | GENERAL SUPPORT | $30,000 |
| CISE FOUNDATION | |||||||
| 100 E EIGHT STREET | CINCINNATI | OH | 45202 | NONE | PC | GENERAL SUPPORT | $500 |
| 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 |
| CRAYONS TO COMPUTERS | |||||||
| 1350 TENNESSEE AVENUE | CINCINNATI | OH | 45229 | NONE | PC | GENERAL SUPPORT | $1,000 |
| FIRST STEP HOME INC | |||||||
| 2211 FULTON AVE | CINCINNATI | OH | 45206 | NONE | PC | GENERAL SUPPORT | $500 |
| FREESTORE FOOD BANK INC | |||||||
| 1141 CENTRAL PARKWAY | CINCINNATI | OH | 45202 | NONE | PC | GENERAL SUPPORT | $500 |
| FRIENDS OF HARRIET BEECHER STOWE HOUSE | |||||||
| 2950 GILBERT AVENUE | CINCINNATI | OH | 45206 | NONE | PC | GENERAL SUPPORT | $1,000 |
| GIRL SCOUTS OF SOUTH WESTERN OHIO | |||||||
| 4930 CORNELL ROAD | BLUE ASH | OH | 45242 | NONE | PC | GENERAL SUPPORT | $25,000 |
| HEART & SOUL ANIMAL SANCTUARY | |||||||
| 369 MONTEZUMA AVENUE 130 | SANTA FE | NM | 87501 | NONE | PC | GENERAL SUPPORT | $1,000 |
| INNER CITY YOUTH OPPORTUNITIES | |||||||
| 1821 SUMMIT ROAD SUITE 210 | CINCINNATI | OH | 45237 | NONE | PC | GENERAL SUPPORT | $500 |
| LAST MILE FOOD RESCUE | |||||||
| 3521 MOONEY AVE | CINCINNATI | OH | 45208 | NONE | PC | GENERAL SUPPORT | $1,000 |
| MADELEINE H GORDON DBA GIFT OF LIFE FOUNDATION | |||||||
| PO BOX 6945 | CINCINNATI | OH | 45206 | NONE | PC | GENERAL SUPPORT | $5,000 |
| MISSISSIPPI CENTER FOR JUSTICE | |||||||
| PO BOX 1023 | JACKSON | MS | 39215 | NONE | PC | GENERAL SUPPORT | $1,000 |
| NATIONAL UNDERGROUND RAILROAD FREEDOM CENTER INC | |||||||
| 50 E FREEDOM WAY | CINCINNATI | OH | 45202 | 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 |
| SOUTHERN POVERTY LAW CENTER INC | |||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | NONE | PC | GENERAL SUPPORT | $1,000 |
| 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 | $2,000 |
| THE CATHOLIC UNIVERSITY OF AMERICA | |||||||
| 620 MICHIGAN AVE NE LEAHY HALL 162 | WASHINGTON | DC | 20064 | NONE | PC | GENERAL SUPPORT | $1,000 |
| THE CINCINNATI BALLET COMPANY INC | |||||||
| 1555 CENTRAL PARKWAY | CINCINNATI | OH | 45214 | NONE | PC | GENERAL SUPPORT | $30,000 |
| THE INNER-CITY TENNIS PROJECT | |||||||
| 6504 PLAINFIELD ROAD | CINCINNATI | OH | 45213 | NONE | PC | GENERAL SUPPORT | $200 |
| THE SUMMIT COUNTRY DAY SCHOOL | |||||||
| 2161 GRANDIN RD | CINCINNATI | OH | 45208 | NONE | PC | GENERAL SUPPORT | $10,000 |
| UNIVERSITY OF CINCINNATI FOUNDATION | |||||||
| PO BOX 19970 | CINCINNATI | OH | 45219 | NONE | PC | GENERAL SUPPORT | $12,000 |
| VENT HAVEN MUSEUM | |||||||
| 9455 TEBBS COURT | HARRISON | OH | 45030 | 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 |
| YMCA OF GREATER CINCINNATI INC | |||||||
| 898 WALNUT STREET | CINCINNATI | OH | 45202 | NONE | PC | GENERAL SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $193,200 | 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 | $3,275 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $55,447 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $58,722 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $58,722 | 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 |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JOHN T LAMACCHIA | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7800 DEER CROSSING | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45243 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $4,759 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DELOITTE ACCOUNTING FEES | CategoryTxt |
| Amt | $4,400 | Amt |
| Net Investment Income | $2,200 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,200 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (13 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALGER SMALL CAP FOCUS | AT COST | $2,843 | $4,287 |
| ALGER SPECTRA Z | AT COST | $5,010 | $6,228 |
| AMERICAN CENTURY MID | AT COST | $3,284 | $3,988 |
| BLACKROCK EQUITY DIVIDEND | AT COST | $3,017 | $3,301 |
| ISHARES CORE AGGRESSIVE | AT COST | $15,639 | $25,706 |
| ISHARES INC CORE MSCI | AT COST | $4,221 | $5,148 |
| ISHARES INC CORE MSCI EAF | AT COST | $12,806 | $16,495 |
| ISHARES RUSSELL 1000 (IWD) | AT COST | $15,759 | $23,006 |
| ISHARES RUSSELL 1000 (IWF) | AT COST | $6,686 | $13,140 |
| ISHARES TR RUSSELL 2000 | AT COST | $3,651 | $6,674 |
| JANUS HENDERSON | AT COST | $3,545 | $4,423 |
| LOOMIS SAYLES GROWTH | AT COST | $2,007 | $3,584 |
| VANGUARD 500 INDEX FUND | AT COST | $8,376 | $12,661 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $1,024 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MARGIN INTEREST EXPENSE | Desc |
| Revenue And Expenses Per Books | $23 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $23 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ACCOUNT FEES | CategoryTxt |
| Amt | $2,799 | Amt |
| Net Investment Income | $2,799 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID (MERRILL LYNCH #02292) | $54 | $54 | $0 |
| TREASURER OF STATE OF OHIO - FILING FEE | $100 | $0 | $100 |
| 2020 FEDERAL TAXES PAID | $259 | $0 | $0 |
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