JOHN V CIOFFI FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- JOHN V CIOFFI FAMILY FOUNDATION (EIN 23-7650708)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-08-12
- IRS object ID
- 201602259349100535
- Schema version
- 2015v2.1
- 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 Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-12T12:02:57-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 203863890 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SRV CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 EXECUTIVE BLVD SUITE 304 | AddressLine1Txt |
| City | SUFFERN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237650708 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN V CIOFFI FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 8455334690 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O SCIALO 4 EXECUTIVE BLVD NO 304 | AddressLine1Txt |
| City | SUFFERN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10901 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN CIOFFI | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7863480201 | PhoneNum |
| Signature | 2016-08-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH T SCIALO CPA | PreparerPersonNm |
| PTIN | P00958890 | PTIN |
| Phone | 8455334690 | PhoneNum |
| Preparation | 2016-08-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,026,221 | 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 | $79,630 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $23,946 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,493 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $137,461 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $667,387 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $137,461 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $376 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $376 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $241,413 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $157,330 | 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 |
| Interest Rev And Expnss | $670 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $670 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $803 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $803 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $19,968 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $19,968 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $21,441 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,441 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $50,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $50,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $71,891 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,441 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $50,450 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $169,522 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $135,889 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $72,085 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $262,682 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $262,717 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $10,369 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $822 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $10,369 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $10,369 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $498,735 | CorporateStockBOYAmt |
| Corporate Stock EOY | $437,335 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $418,498 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $140,045 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $127,767 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $129,069 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $254,390 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $229,889 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $205,568 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $966,077 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,068,042 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,026,221 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $20,768 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $285 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $20,768 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $285 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $945,309 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,067,757 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $945,309 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,067,757 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $966,077 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,068,042 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $945,309 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $169,522 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,114,831 | SubtotalAmt |
| Other Decreases | $47,074 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,067,757 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| UBS 90353 - DETAIL PROVIDED UPON REQUEST | P | $97,320 | $91,906 | $5,414 | $5,414 |
| UBS 90353 - DETAIL PROVIDED UPON REQUEST | P | $291,591 | $172,113 | $119,478 | $119,478 |
| UBS 90353 - DETAIL PROVIDED UPON REQUEST | P | $41,447 | $39,578 | $1,869 | $1,869 |
| UBS 93588 - DETAIL PROVIDED UPON REQUEST | P | $237,029 | $226,329 | $10,700 | $10,700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $137,461 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $44,800 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $987,971 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045345 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $46,216 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $922,378 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050105 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $47,132 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $856,570 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.055024 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $32,900 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $830,251 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.039627 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $35,730 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $782,808 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045643 | DistributionYr5Rt |
| Total Distribution | 0.235744 | TotalDistributionRt |
| Average Distribution | 0.047149 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,036,264 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $48,859 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,359 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $50,218 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $50,450 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,359 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,359 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,359 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $256 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $3,600 | AppliedToEsTaxAmt |
| Total Payments And Credits | $3,856 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $2 | EsPenaltyAmt |
| Overpayment | $2,495 | OverpaymentAmt |
| Applied To ES Tax | $2,495 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | 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 | SRV CPA PC | IndividualWithBooksNm |
| Phone | 8455334690 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 EXECUTIVE BLVD SUITE 304 | AddressLine1Txt |
| City | SUFFERN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10901 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN V CIOFFI | ||||||||
| 1602 ALTON RD APT 365 | MIAMI BEACH | FL | 33139 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| CONNIE CIOFFI | ||||||||
| 1602 ALTON RD APT 365 | MIAMI BEACH | FL | 33139 | TRUSTEE/TREASURER | 0.00 | $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 | $933,210 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $118,835 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,052,045 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,052,045 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,781 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,036,264 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $51,813 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $51,813 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,359 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,359 | TotalTaxAmt |
| Distributable Before Adj | $50,454 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $50,454 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $50,454 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $50,450 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $50,450 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,359 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $49,091 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $50,454 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $7,554 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $50,450 | QualifyingDistributionsAmt |
| Applied To Year1 | $7,554 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $42,896 | 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 | $7,558 | 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 | JOHN V CIOFFI | ContributingManagerNm |
| Contributing Manager | CONNIE CIOFFI | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ADAM J CIRILLO SCHOLARSHIP | ||||||||
| 5 MORSE AVENUE | STATEN ISLAND | NY | 10314 | NONE | EDUCATIONAL CHARITY | CHARITABLE | $2,000 | |
| BOBBI AND THE STRAYS | ||||||||
| PO BOX 170129 | OZONE PARK | NY | 11417 | NONE | PUBLIC CHARITY | CHARITABLE | $2,000 | |
| COLUMBUS CITIZENS FOUNDATION | ||||||||
| 8 EAST 69TH STREET | NEW YORK | NY | 10021 | NONE | PUBLIC CHARITY | CHARITABLE | $8,250 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 333 7TH AVENUE | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 | |
| LOCUST PROJECTS INC | ||||||||
| 3852 N MIAMI AVE | MIAMI | FL | 33127 | NONE | PUBLIC CHARITY | CHARITABLE | $2,500 | |
| LOTUS HOUSE | ||||||||
| 1514 NW 2ND AVENUE SUITE 1 | MIAMI | FL | 33136 | NONE | PUBLIC CHARITY | CHARITABLE | $2,500 | |
| LOWE ART MUSEUM | ||||||||
| 1301 STANFORD DRIVE | CORAL GABLES | FL | 33124 | NONE | OTHER PUBLIC CHARITY | CHARITABLE | $2,200 | |
| NO GREATER SACRIFICE | ||||||||
| 1101 PENNSYLVANIA AVENUE NW 6TH | WASHINGTON | DC | 20004 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 | FLOOR |
| PAMM (PEREZ ART MUSEUM MIAMI) | ||||||||
| 1103 BISCAYNE BLVD | MIAMI | FL | 33132 | NONE | PRIVATE CHARITY | CHARITABLE | $2,500 | |
| RAFFL | ||||||||
| PO BOX 284 | RUTLAND | VT | 05702 | NONE | PUBLIC CHARITY | CHARITABLE | $500 | |
| RUTHLAND COUNTY HUMANE SOCIETY | ||||||||
| 765 STEVENS ROAD | PITTSFORD | VT | 05763 | NONE | PUBLIC CHARITY | CHARITABLE | $3,500 | |
| RUTHLAND HEALTH FOUNDATION | ||||||||
| 433 WEST ST | RUTLAND | VT | 05701 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 | |
| SOUTH FLORIDA SPCA | ||||||||
| 15476 NW 77TH CT 440 | MIAMI LAKES | FL | 33016 | NONE | PUBLIC CHARITY | CHARITABLE | $7,500 | |
| TEATOWN LAKE RESERVATION | ||||||||
| 1600 SPRING VALLEY RD 1 | OSSINING | NY | 10562 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 | |
| LIFENET FOR FAMILIES | ||||||||
| ONE NW 33RD TERREACE | FT LAUDERDALE | FL | 33311 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $50,450 | 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 | $23,946 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $376 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Related Or Exempt Function Incm | $137,461 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $24,322 | ExclusionAmt |
| Related Or Exempt Function Incm | $137,461 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $161,783 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | THE FUNDS FROM SECTION XVI-A ALLOWED THE FOUNDATION TO CARRY OUT ITS DAY TO DAY OPERATIONS AND CONTINUE ITS GENEROUS GIVING FOR THE TAX YEAR | RelationshipStatementTxt |
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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| JOHN V CIOFFI | ||||||
| 1 | 1602 ALTON ROAD APT 365 | MIAMI | FL | 33139 | $41,750 | Yes (X) |
| JOHN V CIOFFI | ||||||
| 2 | 1602 ALTON ROAD APT 365 | MIAMI | FL | 33139 | $18,860 | Yes (X) |
| JOHN V CIOFFI | ||||||
| 3 | 1602 ALTON ROAD APT 365 | MIAMI | FL | 33139 | $19,020 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 5000 SHARES OF NOVAVAX, INC | $41,750 | 2015-12-30 |
| 2 | 2000 SHARES OF NOVAVAX, INC | $18,860 | 2015-03-17 |
| 3 | 2000 SHARES OF NOVAVAX, INC | $19,020 | 2015-02-20 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $127,767 | EOYBookValueAmt |
| EOYFMV | $129,069 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK | StockNm |
| EOY Book Value | $437,335 | EOYBookValueAmt |
| EOYFMV | $418,498 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OTHER EQUITY INVEST | FMV | $109,527 | $101,362 |
| MUTUAL FUNDS | FMV | $71,305 | $67,095 |
| PRECIOUS METALS | FMV | $49,057 | $37,111 |
| GOVERNMENT SECURITIES | FMV | $0 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCESS OF FMV OVER COST BASIS OF STOCK RECEIVED | Desc |
| Amt | $47,074 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FILING FEES | $0 | $0 | $0 | $0 |
| INVESTMENT ADVISORY FEES | $14,137 | $14,137 | $0 | $0 |
| ACCOUNTING | $3,600 | $3,600 | $0 | $0 |
| MARK TO MARKET | $2,231 | $2,231 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| UBS 90353 | $82 | $82 |
| UBS 93588 | $294 | $294 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MARGIN LOAN | Desc |
| BOY Book Value | $20,768 | BOYBookValueAmt |
| EOY Book Value | $285 | EOYBookValueAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN CIOFFI | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1602 ALTON RD APT 365 | AddressLine1Txt |
| City | MIAMI BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33139 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX PAID | $347 | $347 | $0 | $0 |
| FEDERAL TAXES | $456 | $456 | $0 | $0 |
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