MACRICOSTAS FAMILY FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- MACRICOSTAS FAMILY FOUNDATION INC (EIN 65-0777858)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-08-06
- IRS object ID
- 201922189349100512
- 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
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-08-06T12:19:46-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061183747 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIORITAKORNHAAS & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 146 DEER HILL AVENUE | AddressLine1Txt |
| City | DANBURY | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06810 | 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 | 650777858 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MACRICOSTAS FAMILY FOUNDATIONINC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MACR | BusinessNameControlTxt |
| Phone | 5617455568 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5509 PENNOCK POINT ROAD | AddressLine1Txt |
| City | JUPITER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33458 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARIE C MACRICOSTAS | PersonNm |
| Person Title | SECRETARY/DIRECTOR | PersonTitleTxt |
| Phone | 5617455568 | PhoneNum |
| Signature | 2019-08-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FIORITA KORNHAAS CO PC | PreparerPersonNm |
| PTIN | P00638833 | PTIN |
| Phone | 2037901040 | PhoneNum |
| Preparation | 2019-08-06 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.255.170.61 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-08-06 | IPDt |
| IP Tm | 12:00:36 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E4138C5608354B31F652768713F07E802FB70092 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2E90EBBF54136C072402A13A7AD2FA0B8AE165D9 | 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 | $3,465,328 | 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 | $999,529 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $493 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $493 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $32,093 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,093 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $108,913 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $887,293 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $108,913 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,141,028 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $141,499 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,499 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,499 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $13,293 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $13,293 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,792 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,792 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,366,676 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,366,676 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,385,468 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,792 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,366,676 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$244,440 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $122,707 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $134,037 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $126,845 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $126,845 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,775,242 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,319,736 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,319,736 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $2,018,747 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,018,747 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,018,747 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,928,026 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,465,328 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,465,328 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,909,279 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,446,581 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $2,018,747 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $2,018,747 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,928,026 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,465,328 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,928,026 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,465,328 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,928,026 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$244,440 | ExcessRevenueOverExpensesAmt |
| Other Increases | $62 | OtherIncreasesAmt |
| Subtotal | $3,683,648 | SubtotalAmt |
| Other Decreases | $218,320 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,465,328 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MERRILL LYNCH 748-02560 | P | 2017-11-08 | 2018-02-14 | $281,946 | $280,348 | $1,598 | $1,598 |
| MERRILL LYNCH 748-02560 | P | 2016-11-04 | 2018-12-31 | $566,852 | $459,990 | $106,862 | $106,862 |
| MERRILL LYNCH 748-02560 | P | 2016-11-04 | 2018-12-31 | $38,210 | $38,042 | $168 | $168 |
| MERRILL LYNCH 748-02560 | P | 2017-11-08 | 2018-02-14 | $285 | $285 | $285 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $108,913 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $534,686 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,982,447 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.269710 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $750,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,414,218 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.530328 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $890,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $363,296 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 2.449793 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $765,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $377,469 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 2.027981 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $16,200 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $282,522 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.057341 | DistributionYr5Rt |
| Total Distribution | 5.335153 | TotalDistributionRt |
| Average Distribution | 1.067031 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,606,059 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,713,715 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,227 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,714,942 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,366,676 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,454 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,454 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,454 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,440 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,440 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $14 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MACRICOSTAS FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5617455568 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5509 PENNOCK POINT ROAD | AddressLine1Txt |
| City | JUPITER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33458 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| CONSTANTINE S MACRICOSTAS | ||||||||
| 5509 PENNOCK POINT ROAD | JUPITER | FL | 33458 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| MARIE C MACRICOSTAS | ||||||||
| 5509 PENNOCK POINT ROAD | JUPITER | FL | 33458 | SECRETARY | 2.00 | $0 | $0 | $0 |
| GEORGE MACRICOSTAS | ||||||||
| 930 TAHOE BLVD 802-525 | INCLINE VILLAGE | NV | 89451 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| STEPHEN MACRICOSTAS | ||||||||
| 321 OCEAN DRIVE UNIT 200 | MIAMI BEACH | FL | 33139 | VICE PRESIDENT | 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) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,526,239 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $104,278 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,630,517 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,630,517 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,458 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,606,059 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $80,303 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $80,303 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,454 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,454 | TotalTaxAmt |
| Distributable Before Adj | $77,849 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $77,849 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $77,849 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,366,676 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,366,676 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,366,676 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $77,849 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,177 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $746,627 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $871,835 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $679,536 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $437,994 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,738,169 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,366,676 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $77,849 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,288,827 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,026,996 | 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 | $2,177 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,024,819 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $746,627 | ExcessFromYear4Amt |
| Excess From Year3 | $871,835 | ExcessFromYear3Amt |
| Excess From Year2 | $679,536 | ExcessFromYear2Amt |
| Excess From Year1 | $437,994 | ExcessFromYear1Amt |
| Excess From Current Year | $1,288,827 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CONSTANTINE S MACRICOSTAS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| ABOVE THE SEAS | ||||||||||
| 2659 JUNIPER AVENUE | BOULDER | CO | 80304 | PUBLIC CHARITY | DENISE C. HOGAN LIBRARY IN KENYA: THE GOAT FARM PROJECT | $1,000 | ||||
| ASSOCIATION OF KROKYLIANS MAKRIYIANNIS | ||||||||||
| PUBLIC CHARITY | PROJECTS TO ENHANCE VILLAGE OF KROKYLIO | $39,500 | 106 KAREA AVE 162 33 | ATHENS | GREECE | GR | ||||
| ASSUMPTION GREEK ORTHODOX CHURCH | ||||||||||
| 30 CLAPBOARD RIDGE RD | DANBURY | CT | 06811 | PUBLIC CHARITY | STEWARDSHIP CONTRIBUTIONS | $2,500 | ||||
| CYARK | ||||||||||
| 2201 BROADWAY | OAKLAND | CA | 94612 | PUBLIC CHARITY | PROJECTS OF CRITICAL CONSERVATION ARCHEOLOGY | $310,000 | ||||
| PHILOPTOCHOS LADIES SOCIETY | ||||||||||
| 30 CLAPBOARD RIDGE RD | DANBURY | CT | 06811 | PUBLIC CHARITY | LADIES PHILOPTOCHOS SOCIETY OF DANBURY CONNECTICUT | $1,000 | ||||
| THE AMERICAN SCHOOL OF CLASSICAL STUDIES AT ATHENS | ||||||||||
| 6-8 CHARLTON STREET | PRINCETON | NJ | 08540 | PUBLIC CHARITY | GENNADIUS LIBRARY IOANNIS MAKRIYANNIS WING | $1,011,929 | ||||
| WESTERN CONNECTICUT STATE UNIVERSITY FOUNDATION INC | ||||||||||
| 181 WHITE STREET | DANBURY | CT | 06810 | PUBLIC CHARITY | MACRICOSTAS FAMILY SCHOOL OF ARTS & SCIENCES ENDOWMENT | $747 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,366,676 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $493 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $32,093 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $108,913 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $141,499 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $141,499 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INTEREST INCOME ON CASH HELD FOR CHARITABLE PURPOSES |
| 4 | DIVIDEND INCOME ON INVESTMENTS TEMPORARILY HELD FOR CHARITABLE PURPOSE |
| 8 | CAPITAL GAINS ON INVESTMENTS TEMPORARILY HELD FOR CHARITABLE PURPOSES |
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 | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| GEORGE MACRICOSTAS | ||||||
| 1 | 930 TAHOE BLVD 802-525 | INCLINE VILLAGE | NV | 89451 | $499,764 | Yes (X) |
| CONSTANTINE MACRICOSTAS | ||||||
| 2 | 5509 PENNOCK PT RD | JUPITER | FL | 33458 | $499,765 | Yes (X) |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS-VARIOUS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $1,319,736 | BookValueAmt |
| EOYFMV | $1,319,736 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REMAINDER INTEREST-REAL ESTATE | Desc |
| BOY Book Value | $2,018,747 | BOYBookValueAmt |
| EOY Book Value | $2,018,747 | EOYBookValueAmt |
| EOYFMV | $2,018,747 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FAS 115 UNREALIZED LOSS | Desc |
| Amt | $218,320 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT AND BANK FEES | $13,232 | $13,232 | $0 | $0 |
| FILING FEES | $61 | $61 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAID IN CAPITAL | Desc |
| Amt | $62 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXCISE TAX ON INVESTMENT INCOME | $4,878 | $4,878 | $0 | $0 |
| FOREIGN TAX PAID | $621 | $621 | $0 | $0 |
Comments