DEL VECCHIO FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- DEL VECCHIO FAMILY FOUNDATION (EIN 20-5156807)
- Tax period
- 2018-04-01 to 2019-03-31
- Filed
- 2019-08-08
- IRS object ID
- 201912209349100906
- 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 Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-08-08T15:11:46-05:00 | ReturnTs |
| Tax Period End | 2019-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 130436940 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANCHIN BLOCK & ANCHIN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1375 BROADWAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100187001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205156807 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEL VECCHIO FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DELV | BusinessNameControlTxt |
| Phone | 2128403456 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O ANCHIN - 1375 BROADWAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CLAUDIO DEL VECCHIO | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2128403456 | PhoneNum |
| Signature | 2019-08-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LARRY FEIBEL | PreparerPersonNm |
| PTIN | P00446889 | PTIN |
| Phone | 2128403456 | PhoneNum |
| Preparation | 2019-08-08 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 208.221.150.5 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-08-08 | IPDt |
| IP Tm | 11:20:22 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 90FA32AFDEAF18B1CD3A57BCD927AF25D43FFD80 | AtSubmissionFilingDeviceId |
| 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 | $33,952,265 | 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 | $7,381 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $35,767 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $35,767 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $864,770 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $864,770 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$337,047 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $34,339,934 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $33,849,626 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $570,871 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $34,750,163 | 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 | $7,381 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,690 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,691 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $183,730 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $183,500 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $12,931 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,946 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $985 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $204,042 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $199,136 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,676 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,174,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,174,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,378,542 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $199,136 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,179,176 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$807,671 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $34,551,027 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $175,761 | CashBOYAmt |
| Cash EOY | $1,940,160 | CashEOYAmt |
| Cash EOYFMV | $1,940,160 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $65,781 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $68,162 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $68,162 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $34,676,981 | CorporateStockBOYAmt |
| Corporate Stock EOY | $24,542,530 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $24,383,943 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,560,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,560,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $34,918,523 | TotalAssetsBOYAmt |
| Total Assets EOY | $34,110,852 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $33,952,265 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $34,918,523 | RetainedEarningBOYAmt |
| Retained Earning EOY | $34,110,852 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $34,918,523 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $34,110,852 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $34,918,523 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $34,110,852 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $34,918,523 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$807,671 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $34,110,852 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $34,110,852 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 576,833 SHS OF LUXOTTICA GROUP SPA | PropertyDesc |
| Acquired | 2017-04-01 | AcquiredDt |
| Sold | 2019-03-31 | SoldDt |
| Gross Sales Price | $34,339,934 | GrossSalesPriceAmt |
| Cost Or Other Basis | $490,308 | CostOrOtherBasisAmt |
| Gain Or Loss | $33,849,626 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $33,849,626 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $33,849,626 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $69,267 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $31,350,930 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.002209 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $79,283 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,236,011 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.064144 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $169,273 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,417,901 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.119383 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $169,241 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,246,847 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.135735 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $157,325 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,275,885 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.123307 | DistributionYr5Rt |
| Total Distribution | 0.444778 | TotalDistributionRt |
| Average Distribution | 0.088956 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $36,177,125 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,218,172 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $345,510 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,563,682 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,179,176 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $691,021 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $691,021 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $691,021 | 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 | $8 | EsPenaltyAmt |
| Tax Due | $691,029 | 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 | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | 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 | CO ANCHIN BLOCK ANCHIN LLP | IndividualWithBooksNm |
| Phone | 2128403456 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1375 BROADWAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | 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 |
|---|---|---|---|---|---|---|---|---|
| CLAUDIO DEL VECCHIO | ||||||||
| C/O ANCHIN - 1375 BROADWAY | NEW YORK | NY | 10018 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| DEBRA DEL VECCHIO | ||||||||
| C/O ANCHIN - 1375 BROADWAY | NEW YORK | NY | 10018 | SECT'Y/TREASURER/DIRECTOR | 2.00 | $0 | $0 | $0 |
| MATTEO DEL VECCHIO | ||||||||
| C/O ANCHIN - 1375 BROADWAY | NEW YORK | NY | 10018 | DIRECTOR | 2.00 | $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) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $34,000,536 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $773,343 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,954,167 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $36,728,046 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $36,728,046 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $550,921 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $36,177,125 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,808,856 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,808,856 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $691,021 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $691,021 | TotalTaxAmt |
| Distributable Before Adj | $1,117,835 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,117,835 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,117,835 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,179,176 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,179,176 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,179,176 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,117,835 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,158,039 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,179,176 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,158,039 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $21,137 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,096,698 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CLAUDIO DEL VECCHIO | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| FRIENDS ACADEMY | ||||||||
| 270 DUCK POND ROAD | LOCUST VALLEY | NY | 11560 | NONE | PC | GENERAL FUND | $375,000 | |
| INTERNATIONAL TENNIS HALL OF FAME INCORPORATED | ||||||||
| 194 BELLEVUE AVENUE | NEWPORT | RI | 02840 | NONE | PC | GENERAL FUND | $110,000 | |
| FRIENDS OF BOCCONI UNIVERSITY INC | ||||||||
| C/O PAVIA HARCOURT LLP 230 PARK | NEW YORK | NY | 10169 | NONE | PC | GENERAL GRANT | $10,000 | AVENUE NO 2401 |
| THE INTERFAITH NUTRITION NETWORK INC | ||||||||
| 211 FULTON AVENUE | HEMPSTEAD | NY | 11550 | NONE | PC | GENERAL GRANT | $350,000 | |
| BRYANT UNIVERSITY | ||||||||
| 1150 DOUGLAS PIKE | SMITHFIELD | RI | 029171284 | NONE | PC | GENERAL GRANT | $5,000 | |
| MGA GOLF FOUNDATION | ||||||||
| PO BOX 104164 | JEFFERSON CTY | MO | 65110 | NONE | PC | GENERAL GRANT | $1,000 | |
| PHOENIX CLUB | ||||||||
| 515 PHOENIX CT | AURORA | IL | 60505 | NONE | PC | GENERAL GRANT | $25,000 | |
| AMERICAN-ITALIAN CANCER FOUNDATION | ||||||||
| 112 EAST 71ST STREET | NEW YORK | NY | 10021 | NONE | PC | GENERAL GRANT | $65,000 | |
| CATHOLIC CHARITY FUND | ||||||||
| 1 CATHEDRAL SQUARE | PROVIDENCE | RI | 02903 | NONE | PC | GENERAL GRANT | $205,000 | |
| THE BONE MARROW FOUNDATION INC | ||||||||
| 515 MADISON AVENUE | NEW YORK | NY | 10022 | NONE | PC | GENERAL GRANT | $5,000 | |
| SUNRISE DAY CAMPS ASSOCIATION INC | ||||||||
| 15 NEIL COURT | OCEANSIDE | NY | 11572 | NONE | PC | GENERAL GRANT | $500 | |
| GOOD COUNSEL INC | ||||||||
| 411 CLINTON ST PO BOX 6068 | HOBOKEN | NJ | 07030 | NONE | PC | GENERAL GRANT | $500 | |
| PRESERVATION SOCIETY OF NEWPORT COUNTY | ||||||||
| 424 BELLEVUE AVE | NEWPORT | RI | 02840 | NONE | PC | GENERAL GRANT | $10,000 | |
| OYSTER BAY MAIN STREET ASSOCIATION | ||||||||
| PO BOX 116 | OYSTER BAY | NY | 11771 | NONE | PC | GENERAL GRANT | $1,000 | |
| NORTH SHORE LAND ALLIANCE | ||||||||
| 1395 PLANTING FIELDS ROAD MANOR | OYSTER BAY | NY | 11771 | NONE | PC | GENERAL GRANT | $1,000 | HOUSE |
| PLANTING FIELDS FOUNDATION | ||||||||
| PO BOX 58 | OYSTER BAY | NY | 11771 | NONE | PC | GENERAL GRANT | $5,000 | |
| THE OYSTER BAY RAILROAD MUSEUM | ||||||||
| PO BOX 335 | OYSTER BAY | NY | 11771 | NONE | PC | GENERAL GRANT | $1,000 | |
| COLD SPRING HARBOR LABORATORY | ||||||||
| 1 BUNGTOWN ROAD | COLD SPRING HARBOR | NY | 11724 | NONE | PC | GENERAL GRANT | $2,500 | |
| THE WATERFRONT CENTER | ||||||||
| PO BOX 53351 | WASHINGTON | DC | 20009 | NONE | PC | GENERAL GRANT | $1,000 | |
| RED HOOK WATERFRONT | ||||||||
| 236 COURT STREET | BROOKLYN | NY | 11201 | NONE | PC | GENERAL GRANT | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,174,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $35,767 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $864,770 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$337,047 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $563,490 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $563,490 | 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 | CLAUDIO DEL VECCHIO | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O ANCHINBLOCK ANCHIN-1375 BROADWA | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $7,381 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING, TAX RETURN PREPARATION AND CONSULTING FEES | CategoryTxt |
| Amt | $7,381 | Amt |
| Net Investment Income | $3,690 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,691 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INVESTMENTS HELD IN MS #107551 | $14,510,420 | $14,106,769 |
| INVESTMENTS HELD IN MS #110019 | $10,032,110 | $10,277,174 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENT IN EPIRE | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $7,560,000 | BookValueAmt |
| EOYFMV | $7,560,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NYS FILING FEES | $750 | $0 | $750 |
| ADVISORY FEES | $11,946 | $11,946 | $0 |
| DELAWARE FILING FEES | $235 | $0 | $235 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX ON NET INVESTMENT INCOME | $230 | $0 | $0 |
| FOREIGN INCOME TAX WITHHELD ON DIVIDENDS | $183,500 | $183,500 | $0 |
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