MACCHIA FAMILY FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
MACCHIA FAMILY FOUNDATION INC (EIN 81-0730656)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-03-14
IRS object ID
202230739349100638
Schema version
2021v4.0
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)
Return2022-03-14T18:35:41-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

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 Begin2021-01-01TaxPeriodBeginDt

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
Signature2022-02-19SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJOHNPersonFirstNm
Person LastMACCHIAPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDANIEL T BROWNPreparerPersonNm
PTINP00970893PTIN
Phone5177871400PhoneNum
Preparation2022-02-19PreparationDt
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,688,911FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$183,517ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$9InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$9InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$9InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$11,236DividendsRevAndExpnssAmt
Dividends Net Invst Incm$11,236DividendsNetInvstIncmAmt
Dividends Adj Net Incm$11,236DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$136,978NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$195,941GrossSalesPriceAmt
Total Rev And Expnss$331,740TotalRevAndExpnssAmt
Total Net Invst Incm$11,245TotalNetInvstIncmAmt
Total Adj Net Incm$11,245TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$420AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$420AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$4,151OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,151OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$504TaxesRevAndExpnssAmt
Taxes Net Invst Incm$504TaxesNetInvstIncmAmt
Printing And Pub Rev And Expnss$603PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$603PrintingAndPubNetInvstIncmAmt
Other Expenses Rev And Expnss$1,500OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,500OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$7,178TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$7,178TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$81,850ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$81,850ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$89,028TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$7,178TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$81,850TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$242,712ExcessRevenueOverExpensesAmt
Net Investment Income$4,067NetInvestmentIncomeAmt
Adjusted Net Income$11,245AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$102,802SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$98,730SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$98,730SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$303,019CorporateStockBOYAmt
Corporate Stock EOY$432,341CorporateStockEOYAmt
Corporate Stock EOYFMV$1,590,181CorporateStockEOYFMVAmt
Total Assets BOY$405,821TotalAssetsBOYAmt
Total Assets EOY$531,071TotalAssetsEOYAmt
Total Assets EOYFMV$1,688,911TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$405,821RetainedEarningBOYAmt
Retained Earning EOY$531,071RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$405,821TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$531,071TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$405,821TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$531,071TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$405,821TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$242,712ExcessRevenueOverExpensesAmt
Subtotal$648,533SubtotalAmt
Other Decreases$117,462OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$531,071TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$57InvestmentIncomeExciseTaxAmt
Subtotal$57SubtotalAmt
Tax Based On Investment Income$57TaxBasedOnInvestmentIncomeAmt
Tax Due$57TaxDueAmt

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$1,451,095AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$93,403AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,544,498TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,544,498AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$23,167CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,521,331NetVlNoncharitableAssetsAmt
Minimum Investment Return$76,067MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$76,067MinimumInvestmentReturnAmt
Tax Based On Investment Income$57TaxBasedOnInvestmentIncomeAmt
Total Tax$57TotalTaxAmt
Distributable Before Adj$76,010DistributableBeforeAdjAmt
Distributable Before Ded$76,010DistributableBeforeDedAmt
Distributable As Adjusted$76,010DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$81,850ExpensesAndContributionsAmt
Qualifying Distributions$81,850QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$76,010DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$10,309ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$8,558ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$6,177ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$25,044TotalExcessDistributionCyovAmt
Qualifying Distributions$81,850QualifyingDistributionsAmt
Applied To Current Year$76,010AppliedToCurrentYearAmt
Remaining Distri From Corpus$5,840RemainingDistriFromCorpusAmt
Total Corpus$30,884TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$30,884ExcessDistriCyovToNextYrAmt
Excess From Year4$10,309ExcessFromYear4Amt
Excess From Year3$8,558ExcessFromYear3Amt
Excess From Year1$6,177ExcessFromYear1Amt
Excess From Current Year$5,840ExcessFromCurrentYearAmt

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$81,850Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$81,850TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$9RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$11,236RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$136,978RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$148,223RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$148,223TotalIncomeProducingActyAmt

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$420Amt
Net Investment Income$420NetInvestmentIncomeAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
PAYCHEX INC2011-08PURCHASE2021-03$39,053$10,634$28,419
SPDR S&P 500 ETF2012-01PURCHASE2021-11$46,415$12,942$33,473
SPDR S&P 500 ETF2011-07PURCHASE2021-11$46,415$13,000$33,415
NORTHERN STOCK INDEX2019-07PURCHASE2021-08$64,058$22,387$41,671

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
EQUITY SECURITIES$409,439$1,544,496
ETF SECURITIES$6,472$23,748
REIT$16,430$21,937

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescFMV IN EXCESS OF COST - DONATIONDesc
Amt$117,462Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
ADMINSTRATIVE FEES$1,500$1,500

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$4,151Amt
Net Investment Income$4,151NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXCategoryTxt
Amt$504Amt
Net Investment Income$504NetInvestmentIncomeAmt

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