LAMACCHIA FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- LAMACCHIA FAMILY FOUNDATION (EIN 31-1645287)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-14
- IRS object ID
- 201831349349103853
- Schema version
- 2017v2.2
- 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 Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-14T15:44:02-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 E FIFTH STREET SUITE 1900 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311645287 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LAMACCHIA FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAMA | BusinessNameControlTxt |
| Phone | 5617381135 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1335 PARTRIDGE PLACE NORTH | AddressLine1Txt |
| City | BOYNTON BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33436 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH LAMACCHIA | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5617381135 | PhoneNum |
| Signature | 2018-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | COURTNEY REITMAN-DEINLEIN | PreparerPersonNm |
| PTIN | P00420933 | PTIN |
| Phone | 5137847100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $528,682 | 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 | $7,578 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $13,506 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,506 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $79,644 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $395,169 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $79,644 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $100,728 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $93,150 | 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 | $3,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,800 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,170 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,170 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $41 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $41 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,234 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $256 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $200 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,045 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,267 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $196,955 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $196,955 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $211,000 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,267 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $198,955 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$110,272 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $84,883 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $34,500 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $15,902 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $15,902 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $544,031 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $447,472 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $512,780 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $578,531 | TotalAssetsBOYAmt |
| Total Assets EOY | $463,374 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $528,682 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $885,412 | CapitalStockBOYAmt |
| Capital Stock EOY | $775,140 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$306,881 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$311,766 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $578,531 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $463,374 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $578,531 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $463,374 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $578,531 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$110,272 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $468,259 | SubtotalAmt |
| Other Decreases | $4,885 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $463,374 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|
| MERRILL LYNCH #07327 | $30,928 | $30,928 | $30,928 | |
| MERRILL LYNCH #02292 - ST | $220,452 | $18,039 | $18,039 | $202,419 |
| MERRILL LYNCH #02292 - COVERED LT | $120,328 | $15,766 | $15,766 | $104,562 |
| MERRILL LYNCH #02292 - NOT COVERED LT | $13,128 | $4,578 | $4,578 | $8,550 |
| MERRILL LYNCH #02292 - CAP GAIN DIST | $10,333 | $10,333 | $10,333 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $79,644 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $180,609 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $734,383 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.245933 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $143,709 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $321,026 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.447655 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $179,567 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $186,178 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.964491 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $118,226 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $208,890 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.565973 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $110,434 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $118,085 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.935208 | DistributionYr5Rt |
| Total Distribution | 3.159260 | TotalDistributionRt |
| Average Distribution | 0.631852 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $608,024 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $384,181 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $849 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $385,030 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $198,955 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,698 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,698 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,698 | 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 | $1,698 | 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 | OH | 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 | ELIZABTH H LAMACCHIA | IndividualWithBooksNm |
| Phone | 5617381135 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1335 PARTRIDGE PLACE NORTH | AddressLine1Txt |
| City | BOYNTON BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33436 | 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 |
|---|---|---|---|---|---|---|---|---|
| ELIZABTH H LAMACCHIA | ||||||||
| 7800 DEER CROSSING | CINCINNATI | OH | 45243 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JOHN T LAMACCHIA | ||||||||
| 1335 PARTRIDGE PLACE NORTH | BOYNTON BEACH | FL | 33436 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JOHN P LAMACCHIA | ||||||||
| 3722 BROADVIEW DRIVE | CINCINNATI | OH | 45208 | TRUSTEE | 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) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $588,720 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $28,563 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $617,283 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $617,283 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,259 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $608,024 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $30,401 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $30,401 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,698 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,698 | TotalTaxAmt |
| Distributable Before Adj | $28,703 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $28,703 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $28,703 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $198,955 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $198,955 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $198,955 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $28,703 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $105,098 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $107,803 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $170,976 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $130,493 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $147,668 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $662,038 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $198,955 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $28,703 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $170,252 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $832,290 | 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 | $105,098 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $727,192 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $107,803 | ExcessFromYear4Amt |
| Excess From Year3 | $170,976 | ExcessFromYear3Amt |
| Excess From Year2 | $130,493 | ExcessFromYear2Amt |
| Excess From Year1 | $147,668 | ExcessFromYear1Amt |
| Excess From Current Year | $170,252 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN T LAMACCHIA | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ELIZABETH H LAMACCHIA TRUSTEE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1335 PARTRIDGE PLACE NORTH | AddressLine1Txt |
| City | BOYNTON BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33436 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5617381135 | RecipientPhoneNum |
| Form And Info And Materials | ALL APPLICATIONS MUST BE IN WRITING | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARTSWAVE | |||||||
| 20 E CENTRAL PKWY 200 | CINCINNATI | OH | 45202 | NONE | PC | GENERAL SUPPORT | $7,000 |
| CINCINNATI COUNTRY DAY SCHOOL | |||||||
| 6905 GIVEN ROAD | CINCINNATI | OH | 45243 | NONE | PC | GENERAL SUPPORT | $10,500 |
| CINCINNATI MUSEUM CENTER FOUNDATION | |||||||
| 1301 WESTERN AVENUE | CINCINNATI | OH | 45203 | NONE | SO I | GENERAL SUPPORT | $500 |
| CINCINNATI NATURE CENTER | |||||||
| 4949 TEALTON ROAD | MILFORD | OH | 45150 | NONE | PC | GENERAL SUPPORT | $1,000 |
| CINCINNATI OPERA ASSOCIATION | |||||||
| 30 GARFIELD PLACE SUITE 800 | CINCINNATI | OH | 45202 | NONE | PC | GENERAL SUPPORT | $1,000 |
| CINCINNATI PARK FOUNDATION | |||||||
| 950 EDEN PARK DRIVE | CINCINNATI | OH | 45202 | NONE | PC | GENERAL SUPPORT | $500 |
| CINCINNATI PLAYHOUSE IN THE PARK | |||||||
| 962 MT ADAMS CIRCLE | CINCINNATI | OH | 45202 | NONE | PC | GENERAL SUPPORT | $1,000 |
| CINCINNATI PUBLIC RADIO INC | |||||||
| 1223 CENTRAL PARKWAY | CINCINNATI | OH | 45214 | NONE | PC | GENERAL SUPPORT | $500 |
| CINCINNATI PUBLIC TELEVISION | |||||||
| 1223 CENTRAL PARKWAY | CINCINNATI | OH | 45214 | NONE | PC | GENERAL SUPPORT | $500 |
| CINCINNATI SHAKESPEARE COMPANY | |||||||
| 719 RACE STREET | CINCINNATI | OH | 45202 | NONE | PC | GENERAL SUPPORT | $10,000 |
| CINCINNATI ZOO FOUNDATION INC | |||||||
| 3400 VINE STREET | CINCINNATI | OH | 45220 | NONE | SO I | GENERAL SUPPORT | $10,300 |
| CISE FOUNDATION | |||||||
| 100 E EIGHT STREET | CINCINNATI | OH | 45202 | NONE | PC | GENERAL SUPPORT | $500 |
| CIVIC GARDEN CENTER OF GREATER CINCINNATI | |||||||
| 2715 READING RD | CINCINNATI | OH | 45206 | NONE | PC | GENERAL SUPPORT | $10,000 |
| CORNELL UNIVERSITY | |||||||
| 341 PINE TREE ROAD | ITHACA | NY | 14853 | NONE | PC | GENERAL SUPPORT | $1,000 |
| DELRAY BEACH YOUTH TENNIS FOUNDATION | |||||||
| 11714 DUNES ROAD | BOYNTON BEACH | FL | 33436 | NONE | PC | GENERAL SUPPORT | $1,000 |
| DOMINICAN MISSION FOUNDATION | |||||||
| 2506 PINE STREET | SAN FRANCISCO | CA | 94115 | NONE | PC | GENERAL SUPPORT | $1,000 |
| ENSEMBLE THEATRE OF CINCINNATI | |||||||
| 1127 VINE STREET | CINCINNATI | OH | 45202 | NONE | PC | GENERAL SUPPORT | $1,000 |
| FREESTORE FOOD BANK INC | |||||||
| 1141 CENTRAL PARKWAY | CINCINNATI | OH | 45202 | NONE | PC | GENERAL SUPPORT | $1,000 |
| GIRL SCOUTS OF SOUTH WESTERN OHIO | |||||||
| 4930 CORNELL ROAD | BLUE ASH | OH | 45242 | NONE | PC | GENERAL SUPPORT | $15,000 |
| GIRL SCOUTS OF THE UNITED STATES OF AMERICA | |||||||
| 420 5TH AVENUE | NEW YORK | NY | 10018 | NONE | PC | GENERAL SUPPORT | $7,510 |
| HEART & SOUL ANIMAL SANCTUARY | |||||||
| 369 MONTEZUMA AVENUE 130 | SANTA FE | NM | 87501 | NONE | PC | GENERAL SUPPORT | $500 |
| IMPACT 100 INC | |||||||
| 4010 EXECUTIVE PARK DRIVE | CINCINNATI | OH | 45241 | NONE | PC | GENERAL SUPPORT | $1,000 |
| INNER CITY YOUTH OPPORTUNITIES | |||||||
| 1821 SUMMIT ROAD SUITE 210 | CINCINNATI | OH | 45237 | NONE | PC | GENERAL SUPPORT | $500 |
| KENTUCKY HORSE PARK FOUNDATION INC | |||||||
| 4089 IRON WORKS PKWY | LEXINGTON | KY | 40511 | NONE | PC | GENERAL SUPPORT | $200 |
| MADEIRA & INDIAN HILL JOINT FIRE DISTRICT | |||||||
| 6475 DRAKE RD | INDIAN HILL | OH | 45243 | NONE | PC | GENERAL SUPPORT | $100 |
| MATERNITY CARE COALITION | |||||||
| 2000 HAMILTON STREET 205 | PHILADELPHIA | PA | 19130 | NONE | PC | GENRAL SUPPORT | $500 |
| MISSISSIPPI CENTER FOR JUSTICE | |||||||
| PO BOX 1023 | JACKSON | MS | 39215 | NONE | PC | GENERAL SUPPORT | $1,000 |
| MUSIC HALL REVITALIZATION COMPANY INC | |||||||
| 1241 ELM STREET | CINCINNATI | OH | 45202 | NONE | PC | GENERAL SUPPORT | $500 |
| NATIONAL UNDERGROUND RAILROAD FREEDOM CENTER INC | |||||||
| 50 E FREEDOM WAY | CINCINNATI | OH | 45202 | NONE | PC | GENERAL SUPPORT | $500 |
| PUBLIC LIBRARY OF CINCINNATI & HAMILTON COUNTY FOUNDATION | |||||||
| 800 VINE STREET | CINCINNATI | OH | 45202 | NONE | PC | GENERAL SUPPORT | $10,000 |
| QUEEN CITY CLUB | |||||||
| 331 E 4TH STREET | CINCINNATI | OH | 45202 | NONE | NC | GENERAL SUPPORT | $25,145 |
| SOUTHERN POVERTY LAW CENTER INC | |||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | NONE | PC | GENERAL SUPPORT | $1,000 |
| SPCA | |||||||
| 520 EIGHTH AVENUE 7TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | GENERAL SUPPORT | $500 |
| ST JOSEPH INFANT & MATERNITY HOME | |||||||
| 10722 WYSCARVER RD | CINCINNATI | OH | 45241 | NONE | PC | GENERAL SUPPORT | $1,000 |
| ST JOSEPH'S INDIAN SCHOOL | |||||||
| 1301 N MAIN ST PO BOX 89 | CHAMBERLAIN | SD | 57325 | NONE | PC | GENERAL SUPPORT | $500 |
| ST LOUIS SCOTTISH TERRIER RESCUE | |||||||
| 7125 W FLORISSANT AVE | ST LOUIS | MO | 63136 | NONE | PC | GENERAL SUPPORT | $2,000 |
| THE CINCINNATI BALLET COMPANY INC | |||||||
| 1555 CENTRAL PARKWAY | CINCINNATI | OH | 45214 | NONE | PC | GENERAL SUPPORT | $15,000 |
| THE MAY CENTER FOR LEARNING | |||||||
| 2019 GALISTEO STREET BLDG B | SANTA FE | NM | 87505 | NONE | PC | GENERAL SUPPORT | $5,000 |
| THE SUMMIT COUNTRY DAY SCHOOL | |||||||
| 2161 GRANDIN RD | CINCINNATI | OH | 45208 | NONE | PC | GENERAL SUPPORT | $4,000 |
| US PONY CLUBS INC | |||||||
| 4041 IRON WORKS PARKWAY | LEXINGTON | KY | 40511 | NONE | PC | GENERAL SUPPORT | $200 |
| UNITED WAY OF GREATER CINCINNATI | |||||||
| 2400 READING ROAD | CINCINNATI | OH | 45202 | NONE | PC | GENERAL SUPPORT | $35,000 |
| UNIVERSITY OF CINCINNATI FOUNDATION | |||||||
| PO BOX 19970 | CINCINNATI | OH | 45219 | NONE | PC | GENERAL SUPPORT | $1,000 |
| WORLD FOUNDATION FOR GIRL GUIDES AND GIRL SCOUTS | |||||||
| 420 FIFTH AVENUE | NEW YORK | NY | 10018 | NONE | PC | GENERAL SUPPORT | $10,000 |
| YMCA OF GREATER CINCINNATI INC | |||||||
| 898 WALNUT STREET | CINCINNATI | OH | 45202 | NONE | PC | GENERAL SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $196,955 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,506 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $79,644 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $93,150 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $93,150 | 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) |
|---|---|---|
| Category | DELOITTE ACCOUNTING FEES | CategoryTxt |
| Amt | $3,600 | Amt |
| Net Investment Income | $1,800 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,800 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (16 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ISHARES RUSSELL 1000 | AT COST | $28,229 | $30,836 |
| ISHARES RUSSELL MIDCAP | AT COST | $30,040 | $33,176 |
| ISHARES CORE AGGRESSIVE | AT COST | $135,002 | $163,687 |
| ISHARES TR RUSSELL 2000 | AT COST | $11,313 | $14,026 |
| LOOMIS SAYLES GROWTH | AT COST | $22,893 | $30,068 |
| AIG FOCUSED FKA SUNAMERICA | AT COST | $29,475 | $33,156 |
| DELAWARE VALUE FUND | AT COST | $5,482 | $6,182 |
| ANGEL OAK MULTI STRATEGY | AT COST | $19,958 | $19,983 |
| GUGGENHEIM MARCO | AT COST | $20,416 | $20,497 |
| AMERICAN CENTURY MID | AT COST | $27,375 | $30,265 |
| ALGER SPECTRA Z | AT COST | $27,496 | $34,801 |
| GUGGENHEIM TOTAL RETURN | AT COST | $18,290 | $18,297 |
| ISHARES RUSSELL NASDAQ | AT COST | $6,417 | $6,406 |
| ISHARES INC CORE MSCI | AT COST | $26,017 | $30,157 |
| ISHARES INC CORE MSCI EAF | AT COST | $28,554 | $30,864 |
| VANGUARD INFORMATION | AT COST | $10,515 | $10,379 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $4,885 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MERRILL LYNCH FEES | CategoryTxt |
| Amt | $6,170 | Amt |
| Net Investment Income | $6,170 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID (MERRILL LYNCH #02292) | $256 | $256 | $0 |
| TREASURER OF STATE OF OHIO - FILING FEE | $200 | $0 | $200 |
| 2016 FEDERAL TAXES PAID | $3,778 | $0 | $0 |
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