LAMACCHIA FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LAMACCHIA FAMILY FOUNDATION (EIN 31-1645287)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-14
- IRS object ID
- 202001969349101550
- Schema version
- 2019v5.1
- 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 | 2020-07-14T11:35:34-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 250 EAST FIFTH STREET SUITE 1900 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | 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 | 2020-07-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | COURTNEY REITMAN-DEINLEIN | PreparerPersonNm |
| PTIN | P00420933 | PTIN |
| Phone | 5137847100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $474,033 | 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 | $7,183 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $11,528 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,528 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $75,087 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $340,004 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $75,087 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $93,798 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $86,615 | 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 | $3,990 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,995 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,995 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,357 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,357 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $2 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $2 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,471 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $278 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $200 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,820 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,632 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,195 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $211,779 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $211,779 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $224,599 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,632 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $213,974 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$130,801 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $78,983 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,991 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,033 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,033 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $48,680 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $490,129 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $406,970 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $464,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $545,800 | TotalAssetsBOYAmt |
| Total Assets EOY | $417,003 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $474,033 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,066,771 | CapitalStockBOYAmt |
| Capital Stock EOY | $935,970 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$520,971 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$518,967 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $545,800 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $417,003 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $545,800 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $417,003 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $545,800 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$130,801 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,004 | OtherIncreasesAmt |
| Subtotal | $417,003 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $417,003 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| MERRILL LYNCH #07327 - 1,050 SHS KROGER CO | 2004-04-27 | 2019-03-13 | $25,752 | $10,616 | $15,136 | $15,136 |
| MERRILL LYNCH #07327 - 3,765 SHS KROGER CO | 2004-04-27 | 2019-06-13 | $92,628 | $38,064 | $54,564 | $54,564 |
| MERRILL LYNCH #02292 - ST COVERED | $128,033 | $132,544 | -$4,511 | -$4,511 | ||
| MERRILL LYNCH #02292 - LT COVERED | $85,987 | $83,788 | $2,294 | $2,294 | ||
| MERRILL LYNCH #02292 - CAP GAIN DIST | $7,604 | $7,604 | $7,604 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $75,087 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $176,630 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $548,019 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.322306 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $198,955 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $608,024 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.327216 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $180,609 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $734,383 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.245933 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $143,709 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $321,026 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.447655 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $179,567 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $186,178 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.964491 | DistributionYr5Rt |
| Total Distribution | 2.307601 | TotalDistributionRt |
| Average Distribution | 0.461520 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $545,409 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $251,717 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $790 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $252,507 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $213,974 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,580 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,580 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,580 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,580 | 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 | $545,057 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,658 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $553,715 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $553,715 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,306 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $545,409 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $27,270 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $27,270 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,580 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,580 | TotalTaxAmt |
| Distributable Before Adj | $25,690 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $25,690 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $25,690 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $213,974 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $213,974 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $213,974 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $25,690 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $170,976 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $130,493 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $147,668 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $170,252 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $152,222 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $771,611 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $213,974 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $25,690 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $188,284 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $959,895 | 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 | $170,976 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $788,919 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $130,493 | ExcessFromYear4Amt |
| Excess From Year3 | $147,668 | ExcessFromYear3Amt |
| Excess From Year2 | $170,252 | ExcessFromYear2Amt |
| Excess From Year1 | $152,222 | ExcessFromYear1Amt |
| Excess From Current Year | $188,284 | 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 (38 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 |
| CINCINNATI COUNTRY DAY SCHOOL | |||||||
| 6905 GIVEN ROAD | CINCINNATI | OH | 45243 | NONE | PC | GENERAL SUPPORT | $1,000 |
| CINCINNATI MUSEUM CENTER FOUNDATION | |||||||
| 1301 WESTERN AVENUE | CINCINNATI | OH | 45203 | NONE | SO I | GENERAL SUPPORT | $500 |
| 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 | $21,000 |
| 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 | $30,000 |
| 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 |
| CRAYONS TO COMPUTERS | |||||||
| 1350 TENNESSEE AVENUE | CINCINNATI | OH | 45229 | NONE | PC | GENERAL SUPPORT | $500 |
| DOMINICAN MISSION FOUNDATION | |||||||
| 2506 PINE STREET | SAN FRANCISCO | CA | 94115 | NONE | PC | GENERAL SUPPORT | $1,000 |
| ENSEMBLE THEATRE OF CINCINNATI | |||||||
| 1127 VINE STREET | CINCINNATI | OH | 45202 | NONE | PC | GENERAL SUPPORT | $500 |
| 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 | $15,000 |
| GREATER CINCINNATI TELEVISION EDUCATIONAL FOUNDATION | |||||||
| 1223 CENTRAL PARKWAY | CINCINNATI | OH | 45214 | NONE | PC | GENERAL SUPPORT | $500 |
| HEART & SOUL ANIMAL SANCTUARY | |||||||
| 369 MONTEZUMA AVENUE 130 | SANTA FE | NM | 87501 | NONE | PC | GENERAL SUPPORT | $500 |
| IMPACT 100 INC | |||||||
| 4010 EXECUTIVE PARK DRIVE | CINCINNATI | OH | 45241 | NONE | PC | GENERAL SUPPORT | $1,000 |
| INNER CITY YOUTH OPPORTUNITIES | |||||||
| 1821 SUMMIT ROAD SUITE 210 | CINCINNATI | OH | 45237 | NONE | PC | GENERAL SUPPORT | $500 |
| MADEIRA & INDIAN HILL JOINT FIRE DISTRICT | |||||||
| 6475 DRAKE RD | INDIAN HILL | OH | 45243 | NONE | PC | GENERAL SUPPORT | $100 |
| 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 | $500 |
| PRINCETON UNIVERSITY | |||||||
| 701 CARNEGIE CENTER SUITE 442 | PRINCETON | OH | 08540 | 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 |
| QUEEN CITY CLUB | |||||||
| 331 E 4TH STREET | CINCINNATI | OH | 45202 | NONE | NC | GENERAL SUPPORT | $25,179 |
| 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 ALOYSIUS ORPHANAGE | |||||||
| 4721 READING ROAD | CINCINNATI | OH | 45237 | 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 | $30,000 |
| THE INNER-CITY TENNIS PROJECT | |||||||
| 6504 PLAINFIELD ROAD | CINCINNATI | OH | 45213 | NONE | PC | GENERAL SUPPORT | $1,000 |
| THE MAY CENTER FOR LEARNING | |||||||
| 2019 GALISTEO STREET BLDG B | SANTA FE | NM | 87505 | NONE | PC | GENERAL SUPPORT | $25,000 |
| THE SUMMIT COUNTRY DAY SCHOOL | |||||||
| 2161 GRANDIN RD | CINCINNATI | OH | 45208 | NONE | PC | GENERAL SUPPORT | $5,000 |
| UNIVERSITY OF CINCINNATI FOUNDATION | |||||||
| PO BOX 19970 | CINCINNATI | OH | 45219 | NONE | PC | GENERAL SUPPORT | $1,000 |
| 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 | $211,779 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,528 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $75,087 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $86,615 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $86,615 | 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
| 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 | $7,183 | 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 | $3,990 | Amt |
| Net Investment Income | $1,995 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,995 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (18 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALGER SMALL CAP FOCUS | AT COST | $11,792 | $12,768 |
| ALGER SPECTRA Z | AT COST | $22,364 | $29,798 |
| AMERICAN CENTURY MID | AT COST | $27,277 | $29,484 |
| ANGEL OAK MULTI STRATEGY | AT COST | $8,388 | $8,261 |
| BLACKROCK EQUITY DIVIDEND | AT COST | $25,886 | $24,236 |
| DELAWARE VALUE FUND | AT COST | $29,026 | $29,275 |
| GUGGENHEIM MARCO | AT COST | $11,286 | $11,165 |
| ISHARES 20+ YEAR | AT COST | $2,004 | $1,897 |
| ISHARES CORE AGGRESSIVE | AT COST | $56,398 | $74,478 |
| ISHARES EDGE MSCI | AT COST | $21,626 | $22,763 |
| ISHARES INC CORE MSCI | AT COST | $25,077 | $26,772 |
| ISHARES INC CORE MSCI EAF | AT COST | $41,488 | $45,538 |
| ISHARES RUSSELL 1000 (IWD) | AT COST | $36,267 | $41,490 |
| ISHARES RUSSELL 1000 (IWF) | AT COST | $27,522 | $31,138 |
| ISHARES SHORT TERM | AT COST | $10,590 | $10,887 |
| ISHARES TR RUSSELL 2000 | AT COST | $12,856 | $16,567 |
| JANUS HENDERSON | AT COST | $19,521 | $23,706 |
| LOOMIS SAYLES GROWTH | AT COST | $17,602 | $23,777 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $2,004 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MERRILL LYNCH FEES | CategoryTxt |
| Amt | $5,357 | Amt |
| Net Investment Income | $5,357 | 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) | $278 | $278 | $0 |
| TREASURER OF STATE OF OHIO - FILING FEE | $200 | $0 | $200 |
| 2018 FEDERAL TAXES PAID | $2,993 | $0 | $0 |
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