MACCHIA FAMILY FOUNDATION INC: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
MACCHIA FAMILY FOUNDATION INC (EIN 81-0730656)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-16
IRS object ID
201801369349100005
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-05-16T08:11:42-04:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN382912625PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SCHULTZ & SONNENBERG PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13343 SPRING ARBOR ROAD STE 400AddressLine1Txt
CityJACKSONCityNm
State AbbreviationMIStateAbbreviationCd
ZIP49203ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

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
Signature2018-05-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN A SCHULTZPreparerPersonNm
PTINP00278333PTIN
Phone5177898185PhoneNum
Preparation2018-05-14PreparationDt
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$420,587FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$209,476ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$7InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$7InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$7InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$2,713DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,713DividendsNetInvstIncmAmt
Dividends Adj Net Incm$2,713DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$30,739NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$39,796GrossSalesPriceAmt
Total Rev And Expnss$242,935TotalRevAndExpnssAmt
Total Net Invst Incm$2,720TotalNetInvstIncmAmt
Total Adj Net Incm$2,720TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,920AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,920AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$714OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$714OtherProfFeesNetInvstIncmAmt
Other Expenses Rev And Expnss$1,163OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,163OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$3,797TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,797TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$30,375ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$30,375ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$34,172TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,797TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$30,375TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$208,763ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$2,720AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$27,206SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$15,617SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$15,617SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$79,091CorporateStockBOYAmt
Corporate Stock EOY$157,781CorporateStockEOYAmt
Corporate Stock EOYFMV$404,970CorporateStockEOYFMVAmt
Total Assets BOY$106,297TotalAssetsBOYAmt
Total Assets EOY$173,398TotalAssetsEOYAmt
Total Assets EOYFMV$420,587TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$106,297CapitalStockBOYAmt
Retained Earning EOY$173,398RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$106,297TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$173,398TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$106,297TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$173,398TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$106,297TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$208,763ExcessRevenueOverExpensesAmt
Subtotal$315,060SubtotalAmt
Other Decreases$141,662OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$173,398TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,500AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$18,863NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.079521DistributionYr1Rt
Total Distribution0.079521TotalDistributionRt
Average Distribution0.079521AverageDistributionRt
Net Vl Noncharitable Assets$305,442NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$24,289AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$24,289AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$30,375QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

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
ZIP34110ZIPCd
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

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 AVENAPLESFL34108TRUSTEE2.00$0$0$0
NORMA K MACCHIA
128 FLAMINGO AVENAPLESFL34108TRUSTEE2.00$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$288,681AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$21,412AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$310,093TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$310,093AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,651CashDeemedCharitableAmt
Net Vl Noncharitable Assets$305,442NetVlNoncharitableAssetsAmt
Minimum Investment Return$15,272MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$15,272MinimumInvestmentReturnAmt
Distributable Before Adj$15,272DistributableBeforeAdjAmt
Distributable Before Ded$15,272DistributableBeforeDedAmt
Distributable As Adjusted$15,272DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$30,375ExpensesAndContributionsAmt
Qualifying Distributions$30,375QualifyingDistributionsAmt
Adjusted Qualifying Distri$30,375AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$15,272DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$557ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$557TotalExcessDistributionCyovAmt
Qualifying Distributions$30,375QualifyingDistributionsAmt
Applied To Current Year$15,272AppliedToCurrentYearAmt
Remaining Distri From Corpus$15,103RemainingDistriFromCorpusAmt
Total Corpus$15,660TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$15,660ExcessDistriCyovToNextYrAmt
Excess From Year1$557ExcessFromYear1Amt
Excess From Current Year$15,103ExcessFromCurrentYearAmt

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$30,375Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$30,375TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$7RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$2,713RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$30,739RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$33,459RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$33,459TotalIncomeProducingActyAmt

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$1,920Amt
Net Investment Income$1,920NetInvestmentIncomeAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetMARKETABLE SECURITIESAssetDesc
How AcquiredPURCHASEHowAcquiredTxt
Gross Sales Price$39,796GrossSalesPriceAmt
Basis$9,057BasisAmt
Total Net$30,739TotalNetAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMARKETABLE SECURITIESStockNm
EOY Book Value$157,781EOYBookValueAmt
EOYFMV$404,970EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescFMV IN EXCESS OF COST - DONATIONDesc
Amt$141,662Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
OFFICE EXPENSES$313$313
FILING FEE$850$850

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$714Amt
Net Investment Income$714NetInvestmentIncomeAmt

Comments

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