RALPH VECCHIO FAMILY FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- RALPH VECCHIO FAMILY FOUNDATION INC (EIN 46-3668588)
- Tax period
- 2017-08-01 to 2018-07-31
- Filed
- 2019-06-10
- IRS object ID
- 201941619349100164
- Schema version
- 2017v2.3
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-06-10T13:07:50-05:00 | ReturnTs |
| Tax Period End | 2018-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 592008973 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AHEARN JASCO COMPANY PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 190 SE 19TH AVENUE | AddressLine1Txt |
| City | POMPANO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 330607541 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 463668588 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RALPH VECCHIO FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RALP | BusinessNameControlTxt |
| Phone | 9546297577 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4680 LONG KEY LANE | AddressLine1Txt |
| City | COCONUT CREEK | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 330735112 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DOREEN VECCHIO | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9546297577 | PhoneNum |
| Signature | 2019-06-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | REBECCA L MCDONOUGH CPA | PreparerPersonNm |
| PTIN | P00032954 | PTIN |
| Phone | 9547818800 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.233.53.205 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-06-10 | IPDt |
| IP Tm | 09:07:06 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | CD2DC6AEA6A9759EBAE0FAB23E6CD4FCEAE9FAEC | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C01C9FE9677C249B2C75653FE441CAEB11A9CCC4 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $367,169 | 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 | $585 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $585 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $8,256 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,256 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,086 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $168,705 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,086 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $9,927 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,927 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $65 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $65 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,636 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,636 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,201 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,201 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $14,201 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,201 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,274 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,726 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $9,557 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,670 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $12,670 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $295,858 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $288,471 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $354,499 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $305,415 | TotalAssetsBOYAmt |
| Total Assets EOY | $301,141 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $367,169 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $362,083 | CapitalStockBOYAmt |
| Capital Stock EOY | $362,083 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$56,668 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$60,942 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $305,415 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $301,141 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $305,415 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $301,141 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $305,415 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,274 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $301,141 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $301,141 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (27 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN EXPRESS | P | 2014-04-16 | 2017-10-30 | $1,899 | $1,744 | $155 | $155 |
| EXPRESS SCRIPTS HLDG | P | 2014-04-16 | 2017-10-13 | $5,561 | $7,107 | -$1,546 | -$1,546 |
| DISCOVERY COMMUNICATION | P | 2014-04-16 | 2018-01-08 | $1,053 | $1,813 | -$760 | -$760 |
| FASTENAL CO | P | 2016-06-13 | 2018-01-05 | $1,428 | $1,144 | $284 | $284 |
| LOWES | P | 2014-04-16 | 2018-01-22 | $1,601 | $703 | $898 | $898 |
| MASTERCARD | P | 2014-04-16 | 2018-01-08 | $1,902 | $882 | $1,020 | $1,020 |
| STRYKER | P | 2015-05-08 | 2018-01-22 | $2,430 | $1,418 | $1,012 | $1,012 |
| THERMO FISHER | P | 2014-04-16 | 2018-01-08 | $2,207 | $1,309 | $898 | $898 |
| NXP SEMICONDUCTORS | P | 2018-01-22 | 2018-02-21 | $1,888 | $1,817 | $71 | $71 |
| AMERICAN EXPRESS | P | 2014-04-16 | 2018-05-03 | $3,204 | $2,877 | $327 | $327 |
| MASTERCARD | P | 2014-04-16 | 2018-05-03 | $2,424 | $955 | $1,469 | $1,469 |
| DISCOVERY COMMUNICATION | P | 2018-07-10 | $4,070 | $5,550 | -$1,480 | -$1,480 | |
| GENERAL ELECTRIC | P | 2017-08-16 | 2017-11-17 | $7,183 | $10,239 | -$3,056 | -$3,056 |
| ROYAL DUTCH SHELL | P | 2017-08-16 | 2017-11-17 | $12,599 | $11,458 | $1,141 | $1,141 |
| AMTRUST FINANCIAL | P | 2014-06-25 | 2017-08-16 | $7,327 | $7,500 | -$173 | -$173 |
| CBL & ASSOCIATES | P | 2015-01-27 | 2017-08-16 | $7,083 | $7,890 | -$807 | -$807 |
| EATON VANCE | P | 2015-10-29 | 2017-08-16 | $10,266 | $10,134 | $132 | $132 |
| EATON VANCE | P | 2016-12-05 | 2017-08-16 | $6,940 | $7,000 | -$60 | -$60 |
| FIRST TRUST | P | 2016-04-05 | 2017-11-17 | $8,734 | $8,024 | $710 | $710 |
| FIRST TRUST | P | 2016-10-13 | 2017-08-16 | $9,628 | $10,001 | -$373 | -$373 |
| AT&T | P | 2017-08-16 | 2018-05-24 | $7,992 | $9,698 | -$1,706 | -$1,706 |
| CISCO SYSTEMS | P | 2017-11-17 | 2018-05-24 | $12,782 | $10,975 | $1,807 | $1,807 |
| FIRST DATE CORP | P | 2017-11-17 | 2018-01-24 | $10,716 | $10,193 | $523 | $523 |
| COLONY NORTHSTAR | P | 2015-04-08 | 2018-04-10 | $6,760 | $7,500 | -$740 | -$740 |
| ADVISORS DISCIPLINED | P | 2016-05-18 | 2018-05-07 | $11,838 | $11,256 | $582 | $582 |
| FIRST TRUST INTL | P | 2016-05-24 | 2018-05-25 | $9,592 | $8,655 | $937 | $937 |
| FIRST TRUST SR LOAN | P | 2016-07-28 | 2018-04-10 | $9,598 | $9,777 | -$179 | -$179 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,086 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $32,947 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $347,281 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.094871 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,700 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $335,615 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.011025 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $22,512 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $343,134 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.065607 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $265,864 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.000000 | DistributionYr4Rt |
| Total Distribution | 0.171503 | TotalDistributionRt |
| Average Distribution | 0.042876 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $352,384 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $15,109 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $27 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $15,136 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $7,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $55 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $55 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $55 | 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 | $0 | EsPenaltyAmt |
| Tax Due | $55 | 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 | 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 |
| Individual With Books | DOREEN VECCHIO | IndividualWithBooksNm |
| Phone | 9546297577 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4680 LONG KEY LANE | AddressLine1Txt |
| City | COCONUT CREEK | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33073 | 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| DOREEN VECCHIO | ||||||||
| 4680 LONG KEY LANE | COCONUT CREEK | FL | 33073 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| RACHEL DISCAVAGE | ||||||||
| 4680 LONG KEY LANE | COCONUT CREEK | FL | 33073 | VICE PRESIDENT | 0.50 | $0 | $0 | $0 |
| KRISTEN SHOEMAKER | ||||||||
| 4680 LONG KEY LANE | COCONUT CREEK | FL | 33073 | SECRETARY | 0.50 | $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 | $347,461 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,289 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $357,750 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $357,750 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,366 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $352,384 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $17,619 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $17,619 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $55 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $55 | TotalTaxAmt |
| Distributable Before Adj | $17,564 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $17,564 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $17,564 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $7,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $17,564 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,282 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,282 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,718 | 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 | $14,846 | 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 | DOREEN VECCHIO | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARCHBISHOPS CHARITIES AND DEVELOPMENT DRIVE | |||||||
| 9401 BISCAYNE BOULEVARD | MIAMI SHORES | FL | 33138 | NONE | PUBLIC CHARITY | SUPPORT OF RELIGIOUS INSTITUTION | $2,000 |
| ST JUDE'S CHILDREN'S RESEARCH HOSPITAL | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | PUBLIC CHARITY | SUPPORT OF MEDICAL ASSISTANCE/RESEARCH | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,000 | 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 | $585 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,256 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,086 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $9,927 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,927 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $3,500 | Amt |
| Net Investment Income | $3,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MARKETABLE SECURITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $288,471 | BookValueAmt |
| EOYFMV | $354,499 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT ADVISORY FEES | Desc |
| Revenue And Expenses Per Books | $3,636 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,636 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $65 | Amt |
| Net Investment Income | $65 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments