FANTICOLA FAMILY FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- FANTICOLA FAMILY FOUNDATION INC (EIN 45-4080140)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-13
- IRS object ID
- 201901339349102015
- 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
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-13T10:41:40-07:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953541142 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | James Jay Smith Accountancy Corporation | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 383 East Rowland Street | AddressLine1Txt |
| City | Covina | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 917233155 | 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 | 454080140 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Fanticola Family Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FANT | BusinessNameControlTxt |
| Phone | 7144444940 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1422 Edinger Avenue | AddressLine1Txt |
| City | Tustin | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92780 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JoAnn Fanticola | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2019-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | James J Smith | PreparerPersonNm |
| PTIN | P01382838 | PTIN |
| Phone | 6269668351 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $123 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $123 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $123 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $7,280 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,280 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $7,280 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$420 | NetGainSaleAstRevAndExpnssAmt |
| Other Income Rev And Expnss | $7,270 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $14,253 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,403 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $7,403 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $675 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $675 | OtherProfFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $3,220 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,220 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $3,895 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,895 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $17,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $17,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $21,395 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,895 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $17,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,142 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,508 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $7,403 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $347,822 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $371,241 | SavAndTempCashInvstEOYAmt |
| Total Assets BOY | $347,822 | TotalAssetsBOYAmt |
| Total Assets EOY | $371,241 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $347,822 | UnrestrictedBOYAmt |
| Unrestricted EOY | $371,241 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $347,822 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $371,241 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $347,822 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $371,241 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $347,822 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,142 | ExcessRevenueOverExpensesAmt |
| Other Increases | $30,561 | OtherIncreasesAmt |
| Subtotal | $371,241 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $371,241 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $70 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $70 | SubtotalAmt |
| Tax Based On Investment Income | $70 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $70 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Heather Herberger | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7144444940 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1422 Edinger Avenue Suite 150 | AddressLine1Txt |
| City | Tustin | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92780 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|
| Anthony Fanticola | ||||||
| 1422 Edinger Ave Ste 150 | Tustin | CA | 92780 | President | 0.00 | $0 |
| JoAnn Fanticola | ||||||
| 1422 Edinger Ave Ste 150 | Tustin | CA | 92780 | Treasurer | 0.00 | $0 |
| Heather Herberger | ||||||
| 1422 Edinger Ave Ste 150 | Tustin | CA | 92780 | Secretary | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $70 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $70 | TotalTaxAmt |
| Distributable Before Adj | $70 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $70 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $17,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $17,500 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $17,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $20,500 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $18,511 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $13,000 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $13,000 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $15,000 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $80,011 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $17,500 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $17,500 | RemainingDistriFromCorpusAmt |
| Total Corpus | $97,511 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $20,500 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $77,011 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $18,511 | ExcessFromYear4Amt |
| Excess From Year3 | $13,000 | ExcessFromYear3Amt |
| Excess From Year2 | $13,000 | ExcessFromYear2Amt |
| Excess From Year1 | $15,000 | ExcessFromYear1Amt |
| Excess From Current Year | $17,500 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Segerstrom Center of Performing Art | |||||||
| 600 TOWN CENTER DR | COSTA MESA | CA | 92626 | None | NC | DONATION | $5,000 |
| Second Harvest Food Bank of Orange | |||||||
| 8014 MARINE WAY | IRVINE | CA | 92618 | None | NC | DONATION | $10,000 |
| MATER DEI HIGH SCHOOL | |||||||
| SOUTH BAKER STREET | SANTA ANA | CA | 92707 | None | NC | DONATION | $1,500 |
| GIRLS INC OF ORANGE COUNTY | |||||||
| 150 PAULARINO AVENUE | COSTA MESA | CA | 92626 | None | NC | DONATION | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $17,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $123 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $7,280 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $7,270 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$420 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $14,253 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,253 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UBS FINANCIAL SERVICES-FEES | Desc |
| Revenue And Expenses Per Books | $3,220 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,220 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $7,270 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCREASE IN MARKET VALUE | Desc |
| Amt | $30,561 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREPARATION FEES | CategoryTxt |
| Amt | $675 | Amt |
| Net Investment Income | $675 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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