LAMACCHIA FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- LAMACCHIA FAMILY FOUNDATION (EIN 31-1645287)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-06-30
- IRS object ID
- 201641829349100404
- 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 Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-06-30T09:55:23-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-06-07 | 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 | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $866,844 | 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 | $613,733 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $5,864 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,864 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $136,515 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $136,515 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $136,515 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $756,112 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $142,379 | 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 |
| Other Prof Fees Rev And Expnss | $451 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $451 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $108 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $108 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $79 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $79 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $638 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $638 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $143,709 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $143,709 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $144,347 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $638 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $143,709 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $611,765 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $141,741 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,608 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $50,158 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $50,158 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $119,237 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $420,385 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $403,866 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $396,301 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,608 | TotalAssetsBOYAmt |
| Total Assets EOY | $573,261 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $866,844 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $265,049 | CapitalStockBOYAmt |
| Capital Stock EOY | $876,814 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$260,441 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$303,553 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,608 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $573,261 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,608 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $573,261 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,608 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $611,765 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $616,373 | SubtotalAmt |
| Other Decreases | $43,112 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $573,261 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| 40 SHARES OF KROGER CO. | 2001-04-06 | 2015-02-05 | $2,839 | $2,839 | $2,839 |
| 500 SHARES OF KROGER CO. | 2001-04-06 | 2015-03-19 | $37,787 | $37,787 | $37,787 |
| 1300 SHARES OF KROGER CO. | 2001-04-06 | 2015-06-24 | $95,028 | $95,028 | $95,028 |
| Merrill Lynch #02292 - Capital Gains Distributions | $861 | $861 | $861 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $136,515 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $179,567 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $186,178 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.964491 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $118,226 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $208,890 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.565973 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $110,434 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $118,085 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.935208 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $86,966 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $196,181 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.443295 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $85,315 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $266,865 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.319693 | DistributionYr5Rt |
| Total Distribution | 3.228660 | TotalDistributionRt |
| Average Distribution | 0.645732 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $321,026 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $207,297 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,417 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $208,714 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $143,709 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,835 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,835 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,835 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,339 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $1,496 | AppliedToEsTaxAmt |
| Total Payments And Credits | $2,835 | TotalPaymentsAndCreditsAmt |
| Tax Due | $0 | 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 | $310,709 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,206 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $325,915 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $325,915 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,889 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $321,026 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $16,051 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $16,051 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,835 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,835 | TotalTaxAmt |
| Distributable Before Adj | $13,216 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $13,216 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $13,216 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $143,709 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $143,709 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $143,709 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $13,216 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $72,242 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $77,755 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $105,098 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $107,803 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $170,976 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $533,874 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $143,709 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $13,216 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $130,493 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $664,367 | 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 | $72,242 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $592,125 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $77,755 | ExcessFromYear4Amt |
| Excess From Year3 | $105,098 | ExcessFromYear3Amt |
| Excess From Year2 | $107,803 | ExcessFromYear2Amt |
| Excess From Year1 | $170,976 | ExcessFromYear1Amt |
| Excess From Current Year | $130,493 | 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 (35 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 | $3,250 |
| Cincinnati Country Day School | |||||||
| 6905 Given Road | Cincinnati | OH | 45243 | None | PC | General Support | $10,000 |
| Cincinnati Museum Center Foundation | |||||||
| 1301 Western Avenue | Cincinnati | OH | 45203 | None | SO I | General Support | $300 |
| Cincinnati Nature Center | |||||||
| 4949 Tealton Road | Milford | OH | 45150 | None | PC | General Support | $500 |
| Cincinnati Park Foundation | |||||||
| 950 Eden Park Drive | Cincinnati | OH | 45202 | None | PC | General Support | $500 |
| 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 Zoo Foundation Inc | |||||||
| 3400 Vine Street | Cincinnati | OH | 45220 | None | SO I | General Support | $10,000 |
| 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 |
| Community Foundation for Palm Beach and Martin Counties Inc | |||||||
| 700 South Dixie Highway Suite 200 | West Palm Beach | FL | 33401 | NONE | pC | GENERAL SUPPORT | $1,000 |
| Cornell University | |||||||
| 341 Pine Tree Road | Ithaca | NY | 14853 | None | PC | General Support | $1,000 |
| DOMINICAN MISSION FOUNDATION | |||||||
| 2506 PINE STREET | SAN FRANCISCO | CA | 94115 | None | PC | General Support | $1,000 |
| Freestore Food Bank Inc | |||||||
| 1141 Central Parkway | Cincinnati | OH | 45202 | None | PC | General Support | $500 |
| Girl Scouts of South Western Ohio | |||||||
| 4930 Cornell Road | BLUE ASH | OH | 45242 | None | PC | General Support | $30,000 |
| Granny's Garden School | |||||||
| 600 Loveland Madeira Rd | Loveland | OH | 45140 | None | PC | General Support | $1,000 |
| INNER CITY YOUTH OPPORTUNITIES | |||||||
| 1821 SUMMIT ROAD SUITE 210 | CINCINNATI | OH | 45237 | None | PC | General Support | $500 |
| Madeira & Indian Hill Joint Fire District | |||||||
| 6475 Drake Rd | Indian Hill | OH | 45243 | NONE | pC | GENERAL SUPPORT | $100 |
| 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 | $17,959 |
| Rio Grande School | |||||||
| 715 CAMINO CABRA | SantE FE | NM | 87505 | NONE | pC | General Support | $4,000 |
| 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 Aloysius Orphanage | |||||||
| 4721 Reading Road | Cincinnati | OH | 45237 | None | PC | General Support | $500 |
| St Joseph Infant & Maternity Home | |||||||
| 10722 Wyscarver Rd | Cincinnati | OH | 45241 | None | PC | General Support | $1,000 |
| St Louis Scottish Terrier Rescue | |||||||
| 7125 W Florissant Ave | St Louis | MO | 63136 | NONE | pC | General Support | $4,000 |
| St Margaret of York | |||||||
| 9483 Columbia Rd | Loveland | OH | 45140 | None | PC | General Support | $5,100 |
| The Cincinnati Ballet Company Inc | |||||||
| 1555 Central Parkway | Cincinnati | OH | 45214 | None | PC | General Support | $10,000 |
| The May Center for Learning | |||||||
| 2019 Galisteo Street Bldg B | Santa Fe | NM | 87505 | NONE | PC | GENERAL SUPPORT | $2,000 |
| The Summit Country Day School | |||||||
| 2161 Grandin Rd | Cincinnati | OH | 45208 | None | pC | General Support | $4,000 |
| WILDLIFE CONSERVATION NETWORK INC | |||||||
| 25745 BASSETT LANE | LOS ALTOS | CA | 94022 | None | PC | General Support | $500 |
| Womens Fund of Central Ohio Inc | |||||||
| 230 Huntington Center 41 S High | Columbus | OH | 43215 | None | PC | General Support | $500 |
| World Foundation For Girl Guides and Girl Scouts | |||||||
| 420 Fifth Avenue | NEW YORK | NY | 10018 | None | PC | General Support | $10,000 |
| YWCA 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 | $143,709 | 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 | $5,864 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $136,515 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $142,379 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $142,379 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| JOHN LAMACCHIA | |||||||
| 1 | 1335 PARTRIDGE PL N | BOYNTON BEACH | FL | 33436 | $46,910 | Yes (X) | |
| JOHN LAMACCHIA | |||||||
| 2 | 1335 PARTRIDGE PL N | BOYNTON BEACH | FL | 33436 | $566,823 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (40 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | 121 SHARES Adobe Systems | $11,228 | 2015-12-22 |
| 2 | 92 SHARES Avago Technologies | $13,340 | 2015-12-22 |
| 2 | 99 SHARES American Tower | $9,547 | 2015-12-22 |
| 2 | 133 SHARES Apple Inc | $14,242 | 2015-12-22 |
| 2 | 100 SHARES Ball Corporation | $7,047 | 2015-12-22 |
| 2 | 15 SHARES BlackRock, Inc. | $4,904 | 2015-12-22 |
| 2 | 106 SHARES Comcast | $6,056 | 2015-12-22 |
| 2 | 1 SHARE Comcast | $57 | 2015-12-22 |
| 2 | 78 SHARES Capital One | $5,685 | 2015-12-22 |
| 2 | 297 SHARES Chimera Investment Corp. | $4,293 | 2015-12-22 |
| 2 | 73 SHARES Disney | $7,776 | 2015-12-22 |
| 2 | 56 SHARES Ecolab, Inc. | $6,380 | 2015-12-22 |
| 2 | 121 SHARES iShares MSCI South Korea Capped | $6,166 | 2015-12-22 |
| 2 | 640 SHARES iShares Russell 1000 Value | $62,493 | 2015-12-22 |
| 2 | 105 SHARES Guggenheim S&P 500 Top 50 ETF | $15,126 | 2015-12-22 |
| 2 | 330 SHARES PowerShares Dynamic Biotech & Genome ETF | $16,474 | 2015-12-22 |
| 2 | 565 SHARES WisdomTree Japan Hedged Equity ETF | $28,340 | 2015-12-22 |
| 2 | 44 SHARES Honeywell International | $4,554 | 2015-12-22 |
| 2 | 595 SHARES iShares Russell 1000 | $67,381 | 2015-12-22 |
| 2 | 330 SHARES iShares Core S&P 500 | $67,673 | 2015-12-22 |
| 2 | 370 SHARES Clearbridge Energy MLP Fund, Inc. | $5,125 | 2015-12-22 |
| 2 | 354 SHARES ALPS Sector Dividend Dogs ETF | $12,475 | 2015-12-22 |
| 2 | 1703 SHARES iShares Currency Hedged MSCI Eurozone | $43,818 | 2015-12-22 |
| 2 | 648 SHARES Kayne Anderson MLP Investment Company | $9,707 | 2015-12-22 |
| 2 | 320 SHARES Kinder Morgan, Inc. | $4,952 | 2015-12-22 |
| 2 | 2 SHARES Kinder Morgan, Inc. | $31 | 2015-12-22 |
| 2 | 56 SHARES Eli Lilly and Co. | $4,809 | 2015-12-22 |
| 2 | 23 SHARES Eli Lilly and Co. | $1,975 | 2015-12-22 |
| 2 | 79 SHARES NXP Semiconductors NV | $6,710 | 2015-12-22 |
| 2 | 14 SHARES Occidental Petroleum Corporation | $916 | 2015-12-22 |
| 2 | 173 SHARES Oracle Corporation | $6,311 | 2015-12-22 |
| 2 | 1 SHARE Oracle Corporation | $36 | 2015-12-22 |
| 2 | 144 SHARES SBA Communications Corp. | $14,611 | 2015-12-22 |
| 2 | 273 SHARES Skyworks Solutions, Inc. | $21,269 | 2015-12-22 |
| 2 | 58 SHARES Tractor Supply Company | $4,932 | 2015-12-22 |
| 2 | 40 SHARES 3M Company | $5,935 | 2015-12-22 |
| 2 | 54 SHARES United Technologies | $5,114 | 2015-12-22 |
| 2 | 2076 SHARES Wells Fargo International Equity Inst. | $23,085 | 2015-12-22 |
| 2 | 1384 SHARES Alger Spectra Z | $23,832 | 2015-12-22 |
| 2 | 1078 SHARES BlackRock Global Dividend Inst. | $12,418 | 2015-12-22 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (27 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| KROGER CO. | $0 | $247,634 |
| ADOBE SYSTEMS | $8,195 | $11,367 |
| AVAGO TECHNOLOGIES | $3,013 | $13,354 |
| AMERICAN TOWER | $4,998 | $9,598 |
| APPLE INC | $4,966 | $14,000 |
| BALL CORPORATION | $6,309 | $7,273 |
| BLACKROCK, INC | $5,566 | $5,108 |
| COMCAST | $1,993 | $5,982 |
| COMCAST | $53 | $56 |
| CAPITAL ONE | $6,293 | $5,630 |
| CHIMERA INVESTMENT CORP. | $4,674 | $4,051 |
| DISNEY | $6,263 | $7,671 |
| ECOLAB, INC | $6,312 | $6,405 |
| HONEYWELL INTERNATIONAL | $4,201 | $4,557 |
| KINDER MORGAN, INC. | $12,645 | $4,774 |
| KINDER MORGAN, INC. | $79 | $30 |
| ELI LILLY AND CO. | $4,473 | $4,719 |
| ELI LILLY AND CO. | $1,830 | $1,938 |
| NXP SEMICONDUCTORS NV | $6,546 | $6,656 |
| OCCIDENTAL PETROLEUM CORPORATION | $1,195 | $947 |
| ORACLE CORPORATION | $4,473 | $6,320 |
| ORACLE CORPORATION | $33 | $37 |
| SBA COMMUNICATIONS CORP. | $4,809 | $15,130 |
| SKYWORKS SOLUTIONS, INC. | $5,575 | $20,975 |
| TRACTOR SUPPLY COMPANY | $4,139 | $4,959 |
| 3M COMPANY | $6,611 | $6,026 |
| UNITED TECHNOLOGIES | $3,993 | $5,188 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (14 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| iSHARES MSCI SOUTH KOREA CAPPED | AT COST | $6,876 | $6,010 |
| iSHARES RUSSELL 1000 VALUE | AT COST | $63,594 | $62,630 |
| GUGGENHEIM S&P 500 TOP 50 ETF | AT COST | $15,466 | $15,181 |
| POWERSHARES DYNAMIC BIOTECH & GENOME ETF | AT COST | $6,445 | $16,672 |
| WISDOMTREE JAPAN HEDGED EQUITY ETF | AT COST | $27,959 | $28,295 |
| iSHARES RUSSELL 1000 | AT COST | $70,305 | $67,419 |
| iSHARES CORE S&P 500 | AT COST | $69,983 | $67,607 |
| CLEARBRIDGE ENERGY MLP FUND, INC. | AT COST | $6,771 | $5,617 |
| ALPS SECTOR DIVIDEND DOGS ETF | AT COST | $12,811 | $12,585 |
| iSHARES CURRENCY HEDGED MSCI EUROZONE | AT COST | $46,152 | $43,971 |
| KAYNE ANDERSON MLP INVESTMENT COMPANY | AT COST | $19,881 | $11,204 |
| WELLS FARGO INTERNATIONAL EQUITY INST. | AT COST | $26,498 | $22,711 |
| ALGER SPECTRA Z | AT COST | $20,019 | $23,916 |
| BLACKROCK GLOBAL DIVIDEND INST. | AT COST | $11,106 | $12,483 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $43,112 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Merrill Lynch WCMA Fees | $300 | $300 | $0 |
| MERRILL LYNCH #02292 INVESTMENT MANAGEMENT FEES | $151 | $151 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID (MERRILL LYNCH #02292) | CategoryTxt |
| Amt | $79 | Amt |
| Net Investment Income | $79 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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