LAMACCHIA FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- LAMACCHIA FAMILY FOUNDATION (EIN 31-1645287)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-10-14
- IRS object ID
- 201942879349100329
- Schema version
- 2018v3.1
- 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 Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-10-14T18:16:21-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 E 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 | 2018-01-01 | 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 | 2019-07-31 | 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 |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.219.88.140 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-07-31 | IPDt |
| IP Tm | 12:39:15 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CA6F5C5BFB4E8D1E0972B1805906A3F33D2B88C4 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $595,140 | 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 | $320,298 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $11,310 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,310 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $145,829 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $566,492 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $145,829 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $477,437 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $157,139 | 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 | $3,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,900 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,900 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,277 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,277 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $5 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $5 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,194 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $296 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $200 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,276 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,478 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,100 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $174,530 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $174,530 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $185,806 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,478 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $176,630 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $291,631 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $149,661 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $15,902 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,991 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,991 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $48,680 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $132,413 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $447,472 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $490,129 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $455,736 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $463,374 | TotalAssetsBOYAmt |
| Total Assets EOY | $545,800 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $595,140 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $775,140 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,066,771 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$311,766 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$520,971 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $463,374 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $545,800 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $463,374 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $545,800 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $463,374 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $291,631 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $755,005 | SubtotalAmt |
| Other Decreases | $209,205 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $545,800 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| MERRILL LYNCH #07327 - 185 SHS KROGER CO | 2004-04-27 | 2018-12-28 | $5,016 | $1,870 | $3,146 | $3,146 |
| MERRILL LYNCH #02292 - ST COVERED | $163,211 | $158,180 | $5,080 | $5,080 | ||
| MERRILL LYNCH #02292 - LT COVERED | $237,931 | $207,308 | $30,666 | $30,666 | ||
| MERRILL LYNCH #02292 - LT NONCOVERED | $4,693 | $2,847 | $1,846 | $1,846 | ||
| MERRILL LYNCH #02292 - 5,000 SHS KROGER CO | 2004-04-27 | 2018-09-13 | $142,811 | $50,550 | $92,261 | $92,261 |
| MERRILL LYNCH #02292 - CAP GAIN DIST | $12,830 | $12,830 | $12,830 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $145,829 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $198,955 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $608,024 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.327216 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $180,609 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $734,383 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.245933 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $143,709 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $321,026 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.447655 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $179,567 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $186,178 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.964491 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $118,226 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $208,890 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.565973 | DistributionYr5Rt |
| Total Distribution | 2.551268 | TotalDistributionRt |
| Average Distribution | 0.510254 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $548,019 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $279,629 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,497 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $281,126 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $176,630 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,993 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,993 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,993 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $2,993 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,993 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | 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 | $534,150 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $22,214 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $556,364 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $556,364 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,345 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $548,019 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $27,401 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $27,401 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,993 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,993 | TotalTaxAmt |
| Distributable Before Adj | $24,408 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $24,408 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $24,408 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $176,630 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $176,630 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $176,630 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $24,408 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $107,803 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $170,976 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $130,493 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $147,668 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $170,252 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $727,192 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $176,630 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $24,408 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $152,222 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $879,414 | 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 | $107,803 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $771,611 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $170,976 | ExcessFromYear4Amt |
| Excess From Year3 | $130,493 | ExcessFromYear3Amt |
| Excess From Year2 | $147,668 | ExcessFromYear2Amt |
| Excess From Year1 | $170,252 | ExcessFromYear1Amt |
| Excess From Current Year | $152,222 | 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 (33 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 NATURE CENTER | |||||||
| 4949 TEALTON ROAD | MILFORD | OH | 45150 | NONE | PC | GENERAL SUPPORT | $1,500 |
| CINCINNATI OPERA ASSOCIATION | |||||||
| 30 GARFIELD PLACE SUITE 800 | CINCINNATI | OH | 45202 | NONE | PC | GENERAL SUPPORT | $1,000 |
| CINCINNATI PARK FOUNDATION | |||||||
| 950 EDEN PARK DRIVE | CINCINNATI | OH | 45202 | NONE | PC | GENERAL SUPPORT | $500 |
| CINCINNATI PLAYHOUSE IN THE PARK | |||||||
| 962 MT ADAMS CIRCLE | CINCINNATI | OH | 45202 | NONE | PC | GENERAL SUPPORT | $1,000 |
| CINCINNATI PUBLIC RADIO INC | |||||||
| 1223 CENTRAL PARKWAY | CINCINNATI | OH | 45214 | NONE | PC | GENERAL SUPPORT | $500 |
| 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 |
| DELRAY BEACH YOUTH TENNIS FOUNDATION | |||||||
| 11714 DUNES ROAD | BOYNTON BEACH | FL | 33436 | 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 | $16,000 |
| 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 |
| PUBLIC LIBRARY OF CINCINNATI & HAMILTON COUNTY FOUNDATION | |||||||
| 800 VINE STREET | CINCINNATI | OH | 45202 | NONE | PC | GENERAL SUPPORT | $11,000 |
| QUEEN CITY CLUB | |||||||
| 331 E 4TH STREET | CINCINNATI | OH | 45202 | NONE | NC | GENERAL SUPPORT | $18,730 |
| SANTA FE PREP ATHLETIC BOOSTER CLUB | |||||||
| 1101 CAMINO CRUZ BLANCA | SANTA FE | NM | 87505 | NONE | PC | GENERAL SUPPORT | $1,000 |
| 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 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 |
| TENDER MERCIES INC | |||||||
| 27 WEST 12TH STREET | CINCINNATI | OH | 45202 | NONE | PC | GENERAL SUPPORT | $2,500 |
| THE CINCINNATI BALLET COMPANY INC | |||||||
| 1555 CENTRAL PARKWAY | CINCINNATI | OH | 45214 | NONE | PC | GENERAL SUPPORT | $15,000 |
| 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 |
| UNITED WAY OF GREATER CINCINNATI | |||||||
| 2400 READING ROAD | CINCINNATI | OH | 45202 | NONE | PC | GENERAL SUPPORT | $25,000 |
| WOMENS FUND OF CENTRAL OHIO INC | |||||||
| 230 HUNTINGTON CENTER 41 S HIGH | COLUMBUS | OH | 43215 | NONE | PC | GENERAL SUPPORT | $500 |
| WORLD FOUNDATION FOR GIRL GUIDES AND GIRL SCOUTS | |||||||
| 420 FIFTH AVENUE | NEW YORK | NY | 10018 | NONE | PC | GENERAL SUPPORT | $10,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $174,530 | 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 | $11,310 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $145,829 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $157,139 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $157,139 | 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 | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| JOHN T LAMACCHIA | |||||||
| 1 | 7800 DEER CROSSING | CINCINNATI | OH | 45243 | $314,600 | Yes (X) | |
| JOHN T LAMACCHIA | |||||||
| 2 | 7800 DEER CROSSING | CINCINNATI | OH | 45243 | $5,698 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 10,000 SHARES KROGER CO STOCK | NoncashPropertyDesc |
| Fair Market Value | $314,600 | FairMarketValueAmt |
| Received | 2018-09-12 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DELOITTE ACCOUNTING FEES | CategoryTxt |
| Amt | $3,800 | Amt |
| Net Investment Income | $1,900 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,900 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | KROGER | StockNm |
| EOY Book Value | $48,680 | EOYBookValueAmt |
| EOYFMV | $132,413 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (19 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALGER SMALL CAP FOCUS | AT COST | $13,373 | $11,730 |
| ALGER SPECTRA Z | AT COST | $28,488 | $29,012 |
| AMERICAN CENTURY MID | AT COST | $31,357 | $26,273 |
| ANGEL OAK MULTI STRATEGY | AT COST | $11,854 | $11,664 |
| BLACKROCK EQUITY DIVIDEND | AT COST | $33,734 | $27,392 |
| DELAWARE VALUE FUND | AT COST | $31,989 | $28,059 |
| GUGGENHEIM LIMITED | AT COST | $16,388 | $16,336 |
| GUGGENHEIM MARCO | AT COST | $5,936 | $5,791 |
| ISHARES CORE AGGRESSIVE | AT COST | $63,810 | $70,451 |
| ISHARES CURRENCY HEDGED | AT COST | $30,741 | $26,971 |
| ISHARES EDGE MSCI | AT COST | $18,129 | $16,273 |
| ISHARES EDGE MSCI | AT COST | $15,552 | $14,777 |
| ISHARES INC CORE MSCI | AT COST | $28,683 | $25,933 |
| ISHARES INC CORE MSCI EAF | AT COST | $20,962 | $18,315 |
| ISHARES RUSSELL 1000 (IWD) | AT COST | $25,124 | $22,543 |
| ISHARES RUSSELL 1000 (IWF) | AT COST | $32,964 | $27,753 |
| ISHARES TR RUSSELL 2000 | AT COST | $20,621 | $19,148 |
| JANUS HENDERSON | AT COST | $29,023 | $27,154 |
| LOOMIS SAYLES GROWTH | AT COST | $31,401 | $30,161 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $209,205 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MERRILL LYNCH FEES | CategoryTxt |
| Amt | $5,277 | Amt |
| Net Investment Income | $5,277 | 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) | $296 | $296 | $0 |
| TREASURER OF STATE OF OHIO - FILING FEE | $200 | $0 | $200 |
| 2017 FEDERAL TAXES PAID | $1,698 | $0 | $0 |
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