MACCHIA FAMILY FOUNDATION INC: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
MACCHIA FAMILY FOUNDATION INC (EIN 81-0730656)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-09-16
IRS object ID
201902599349100325
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-09-16T12:01:41-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN571225176PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BOSWELL SCHULTZ SONNENBERG & ARNETT PLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1415 S JACKSONAddressLine1Txt
CityJACKSONCityNm
State AbbreviationMIStateAbbreviationCd
ZIP492012399ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN810730656EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MACCHIA FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMACCBusinessNameControlTxt
Phone5172066078PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11486 RAILHEAD BLVDAddressLine1Txt
CityNAPLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34110ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN A MACCHIAPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone5172066078PhoneNum
Signature2019-09-16SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN A SCHULTZ CPAPreparerPersonNm
PTINP00278333PTIN
Phone5177968880PhoneNum
Preparation2019-09-16PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address96.66.23.5IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-09-16IPDt
IP Tm12:01:41IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDD88F3AA8074BB3C30EF4462118731E659459A65AtSubmissionCreationDeviceId
At Submission Filing Device Id65899FFD55C6A1587A7CE2E3693C4CBC7FEB7432AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$548,913FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$148,058ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$42InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$42InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$42InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$5,894DividendsRevAndExpnssAmt
Dividends Net Invst Incm$5,894DividendsNetInvstIncmAmt
Dividends Adj Net Incm$5,894DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$103,645NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$194,174GrossSalesPriceAmt
Total Rev And Expnss$257,639TotalRevAndExpnssAmt
Total Net Invst Incm$5,936TotalNetInvstIncmAmt
Total Adj Net Incm$5,936TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$550AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$550AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$1,287OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,287OtherProfFeesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$1,837TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,837TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$32,350ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$32,350ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$34,187TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,837TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$32,350TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$223,452ExcessRevenueOverExpensesAmt
Net Investment Income$4,099NetInvestmentIncomeAmt
Adjusted Net Income$5,936AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$15,617SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$30,596SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$30,596SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$157,781CorporateStockBOYAmt
Corporate Stock EOY$221,316CorporateStockEOYAmt
Corporate Stock EOYFMV$518,317CorporateStockEOYFMVAmt
Total Assets BOY$173,398TotalAssetsBOYAmt
Total Assets EOY$251,912TotalAssetsEOYAmt
Total Assets EOYFMV$548,913TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$173,398RetainedEarningBOYAmt
Retained Earning EOY$251,912RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$173,398TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$251,912TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$173,398TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$251,912TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$173,398TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$223,452ExcessRevenueOverExpensesAmt
Subtotal$396,850SubtotalAmt
Other Decreases$144,938OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$251,912TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$30,375AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$305,442NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.099446DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,500AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$18,863NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.079521DistributionYr2Rt
Total Distribution0.178967TotalDistributionRt
Average Distribution0.089484AverageDistributionRt
Net Vl Noncharitable Assets$477,480NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$42,727AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$41NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$42,768AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$32,350QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$82InvestmentIncomeExciseTaxAmt
Subtotal$82SubtotalAmt
Tax Based On Investment Income$82TaxBasedOnInvestmentIncomeAmt
Tax Due$82TaxDueAmt

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 ContributorsYes (true)NewSubstantialContributorsInd
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 Line11486 RAILHEAD BLVDAddressLine1Txt
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$461,644AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$23,107AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$484,751TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$484,751AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,271CashDeemedCharitableAmt
Net Vl Noncharitable Assets$477,480NetVlNoncharitableAssetsAmt
Minimum Investment Return$23,874MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$23,874MinimumInvestmentReturnAmt
Tax Based On Investment Income$82TaxBasedOnInvestmentIncomeAmt
Total Tax$82TotalTaxAmt
Distributable Before Adj$23,792DistributableBeforeAdjAmt
Distributable Before Ded$23,792DistributableBeforeDedAmt
Distributable As Adjusted$23,792DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$32,350ExpensesAndContributionsAmt
Qualifying Distributions$32,350QualifyingDistributionsAmt
Adjusted Qualifying Distri$32,350AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$23,792DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2$557ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$15,103ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$15,660TotalExcessDistributionCyovAmt
Qualifying Distributions$32,350QualifyingDistributionsAmt
Applied To Current Year$23,792AppliedToCurrentYearAmt
Remaining Distri From Corpus$8,558RemainingDistriFromCorpusAmt
Total Corpus$24,218TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$24,218ExcessDistriCyovToNextYrAmt
Excess From Year2$557ExcessFromYear2Amt
Excess From Year1$15,103ExcessFromYear1Amt
Excess From Current Year$8,558ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJOHN A MACCHIARecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11486 RAILHEAD BLVDAddressLine1Txt
CityNAPLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34110ZIPCd
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 Line11486 RAILHEAD BLVDAddressLine1Txt
CityNAPLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34110ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Grant Or Contribution PurposeGENERAL OPERATIONSGrantOrContributionPurposeTxt
Amt$32,350Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$32,350TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$42RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$5,894RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$103,645RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$109,581RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$109,581TotalIncomeProducingActyAmt

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)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$550Amt
Net Investment Income$550NetInvestmentIncomeAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetCHARLES SCHWABAssetDesc
How AcquiredPURCHASEHowAcquiredTxt
Gross Sales Price$194,174GrossSalesPriceAmt
Basis$90,529BasisAmt
Total Net$103,645TotalNetAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMARKETABLE SECURITIESStockNm
EOY Book Value$221,316EOYBookValueAmt
EOYFMV$518,317EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescFMV IN EXCESS OF COST - DONATIONDesc
Amt$144,938Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$1,287Amt
Net Investment Income$1,287NetInvestmentIncomeAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonJOHN MACCHIAPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1128 FLAMINGO AVEAddressLine1Txt
CityNAPLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34108ZIPCd

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.