THE ZAMMITO CHARITABLE FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE ZAMMITO CHARITABLE FOUNDATION (EIN 04-3298945)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-08-27
- IRS object ID
- 201502399349100500
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-27T09:52:11-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043097400 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEVIN P MARTIN ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 FORBES WEST | AddressLine1Txt |
| City | BRAINTREE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02184 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043298945 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ZAMMITO CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | % ROBERT J ZAMMITO | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ZAMM | BusinessNameControlTxt |
| Phone | 7744061947 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 413 LA PENINSULA BOULEVARD | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34113 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT J ZAMMITO | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7744061947 | PhoneNum |
| Signature | 2015-08-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JANEL P FOLAN CPA MST | PreparerPersonNm |
| PTIN | P00172790 | PTIN |
| Phone | 7813803520 | PhoneNum |
| Preparation | 2015-08-27 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $71,371 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $29,322 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $81,252 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $29,322 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $29,324 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $29,324 | 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 | $1,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $35 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,785 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,520 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,520 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,305 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,520 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $17,019 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $29,324 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,422 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $71,371 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $71,371 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $51,930 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $54,352 | TotalAssetsBOYAmt |
| Total Assets EOY | $71,371 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $71,371 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $54,352 | RetainedEarningBOYAmt |
| Retained Earning EOY | $71,371 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $54,352 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $71,371 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $54,352 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $71,371 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $54,352 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $17,019 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $71,371 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $71,371 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| INVESCO DEVELOPING MARKETS FUND | P | 2005-11-03 | 2014-08-27 | $15,740 | $7,620 | $8,120 | $8,120 |
| INVESCO DEVELOPING MARKETS FUND | P | 2010-06-18 | 2014-08-27 | $7 | $6 | $1 | $1 |
| INVESCO DEVELOPING MARKETS FUND | P | 2005-11-03 | 2014-08-27 | $32,777 | $15,869 | $16,908 | $16,908 |
| PIONEER IBBOTSON AGRESS ALLOCATION FUND | P | 2005-01-11 | 2014-08-27 | $5,960 | $4,706 | $1,254 | $1,254 |
| PIONEER IBBOTSON AGRESS ALLOCATION FUND | P | 2005-12-29 | 2014-08-27 | $23,705 | $20,996 | $2,709 | $2,709 |
| PIONEER IBBOTSON AGRESS ALLOCATION FUND | P | 2005-12-30 | 2014-08-27 | $2,177 | $1,877 | $300 | $300 |
| PIONEER IBBOTSON AGRESS ALLOCATION FUND | P | 2006-01-03 | 2014-08-27 | $14 | $12 | $2 | $2 |
| PIONEER IBBOTSON AGRESS ALLOCATION FUND | P | 2007-01-03 | 2014-08-27 | $340 | $329 | $11 | $11 |
| PIONEER IBBOTSON AGRESS ALLOCATION FUND | P | 2007-01-03 | 2014-08-27 | $504 | $487 | $17 | $17 |
| PIONEER IBBOTSON AGRESS ALLOCATION FUND | P | 2007-01-04 | 2014-08-27 | $14 | $14 | $0 | $0 |
| PIONEER IBBOTSON AGRESS ALLOCATION FUND | P | 2007-01-04 | 2014-08-27 | $14 | $14 | $0 | $0 |
| PIONEER IBBOTSON AGRESS ALLOCATION FUND | P | 2010-06-18 | 2014-08-27 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $29,322 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $15,870 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $74,020 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.214402 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $9,874 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $69,022 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.143056 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $23,840 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $70,199 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.339606 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $14,460 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $70,007 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.206551 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $35,836 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $51,243 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.699335 | DistributionYr5Rt |
| Total Distribution | 1.602950 | TotalDistributionRt |
| Average Distribution | 0.320590 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $71,039 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $22,774 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $293 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $23,067 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $10,520 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $586 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $586 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $586 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $126 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $126 | TotalPaymentsAndCreditsAmt |
| Tax Due | $460 | 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 | MA | 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 | ROBERT ZAMMITO | IndividualWithBooksNm |
| Phone | 7744061947 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 413 LA PENINSULA BOULEVARD | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34113 | 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT J ZAMMITO | ||||||||
| 413 LA PENINSULA BOULEVARD | NAPLES | FL | 34113 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| VALERIE L ZAMMITO | ||||||||
| 413 LA PENINSULA BOULEVARD | NAPLES | FL | 34113 | 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) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $54,082 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $18,039 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $72,121 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $72,121 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,082 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $71,039 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,552 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,552 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $586 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $586 | TotalTaxAmt |
| Distributable Before Adj | $2,966 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,966 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,966 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,520 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $10,520 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $10,520 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,966 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $33,352 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $11,079 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $20,349 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $6,425 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $12,175 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $83,380 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,520 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,966 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,554 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $90,934 | 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 | $33,352 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $57,582 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $11,079 | ExcessFromYear4Amt |
| Excess From Year3 | $20,349 | ExcessFromYear3Amt |
| Excess From Year2 | $6,425 | ExcessFromYear2Amt |
| Excess From Year1 | $12,175 | ExcessFromYear1Amt |
| Excess From Current Year | $7,554 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT J ZAMMITO | ContributingManagerNm |
| Contributing Manager | VALERIE L ZAMMITO | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||||
| 5 MANLEY STREET | WEST BRIDGEWATER | MA | 02379 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $150 |
| BOYS & GIRLS CLUB OF CAPE COD | |||||||
| 31 FRANK HICKS DRIVE | MASHPEE | MA | 02649 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $750 |
| CAPE COD SYNAGOGUE | |||||||
| 145 WINTER STREET | HYANNIS | MA | 02601 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $100 |
| CAPRI COMMUNITY INC | |||||||
| 338 CAPRI BLVD | NAPLES | FL | 34113 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $5,500 |
| COTUIT CENTER FOR THE ARTS | |||||||
| 4404 FALMOUTH ROAD | COTUIT | MA | 02635 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $100 |
| EMERSON HOUSE | |||||||
| 200 TER HEUN DRIVE | FALMOUTH | MA | 02540 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $500 |
| FALMOUTH CHAMBER OF COMMERCE | |||||||
| 20 ACADEMY LANE | FALMOUTH | MA | 02540 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $2,050 |
| HERITAGE MUSEUMS & GARDENS | |||||||
| 67 GROVE STREET | SANDWICH | MA | 02563 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $70 |
| TABOR ACADEMY | |||||||
| 66 SPRING STREET | MARION | MA | 02738 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $500 |
| THE HUNDRED CLUB OF MASSACHUSETTS | |||||||
| 17 GLOUCESTER STREET | BOSTON | MA | 02115 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $250 |
| THE SONS OF ITALY FOUNDATION | |||||||
| 219 E ST NE | WASHINGTON | DC | 20002 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $50 |
| WOMENS CLUB OF NEW SEABURY CHARITABLE TRUST | |||||||
| PO BOX 906 | MASHPEE | MA | 02649 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,520 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $29,322 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $29,324 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $29,324 | 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 | TAX PREPARATION FEE | CategoryTxt |
| Amt | $1,750 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| M-L PIONEER IBBOTSON | AT COST | $0 | $0 |
| INVESCO DEVELOPING | AT COST | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FILING FEE - COMM OF MASS | CategoryTxt |
| Amt | $35 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |