FURP.ORG / PUBLIC DATA EXPLORER

THE ZAMMITO CHARITABLE FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
THE ZAMMITO CHARITABLE FOUNDATION (EIN 04-3298945)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-07-02
IRS object ID
201311839349100306
Schema version
2012v2.1
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-07-02T12:06:20-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN043097400EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1KEVIN P MARTIN ASSOCIATES PCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line110 FORBES WESTAddressLine1
CityBRAINTREECity
StateMAState
ZIP Code02184ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN043298945EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE ZAMMITO CHARITABLE FOUNDATIONBusinessNameLine1
Business Name Line2% ROBERT J ZAMMITOBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlZAMMNameControl
Phone5084776938Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line136 POPPONESSET ISLAND RDAddressLine1
CityNEW SEABURYCity
StateMAState
ZIP Code02649ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameROBERT J ZAMMITOName
TitleTRUSTEETitle
Phone5084776938Phone
Date Signed2013-06-19DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJANEL P FOLAN CPA MSTName
PTINP00172790PTIN
Phone7813803520Phone
Date Prepared2013-06-19DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY72923FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss8350ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss2InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm2InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss107DividendsRevAndExpnss
Dividends Net Invst Incm107DividendsNetInvstIncm
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses8459TotalRevenueAndExpenses
Total Net Investment Income109TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Taxes Rev And Expnss35TaxesRevAndExpnss
Taxes Net Invst Incm0TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss35TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss9874ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps9874ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss9909TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps9874TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-1450ExcessOfRevenueOverExpenses
Net Investment Income109NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY2600SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY1800SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV1800SavingsAndTempCashInvstEOYFMV
Receivables From Officers BOY650ReceivablesFromOfficersBOY
Investments Other BOY51930InvestmentsOtherBOY
Investments Other EOY51930InvestmentsOtherEOY
Investments Other EOYFMV71123InvestmentsOtherEOYFMV
Total Assets BOY55180TotalAssetsBOY
Total Assets EOY53730TotalAssetsEOY
Total Assets EOYFMV72923TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY0CapitalStockBOY
Capital Stock EOY0CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY55180RetainedEarningsBOY
Retained Earnings EOY53730RetainedEarningsEOY
Total Net Assets BOY55180TotalNetAssetsBOY
Total Net Assets EOY53730TotalNetAssetsEOY
Total Liabilities Net Assets BOY55180TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY53730TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY55180TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-1450ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal53730Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY53730TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year123840QualifyingDistributionsYear1
Noncharitable Assets Year170199NoncharitableAssetsYear1
Distribution Ratio Year10.339606DistributionRatioYear1
Qualifying Distributions Year214460QualifyingDistributionsYear2
Noncharitable Assets Year270007NoncharitableAssetsYear2
Distribution Ratio Year20.206551DistributionRatioYear2
Qualifying Distributions Year335836QualifyingDistributionsYear3
Noncharitable Assets Year351243NoncharitableAssetsYear3
Distribution Ratio Year30.699335DistributionRatioYear3
Qualifying Distributions Year428711QualifyingDistributionsYear4
Noncharitable Assets Year475491NoncharitableAssetsYear4
Distribution Ratio Year40.380323DistributionRatioYear4
Qualifying Distributions Year534763QualifyingDistributionsYear5
Noncharitable Assets Year5103425NoncharitableAssetsYear5
Distribution Ratio Year50.336118DistributionRatioYear5
Total Distribution Ratio1.961933TotalDistributionRatio
Average Distribution Ratio0.392387AverageDistributionRatio
Net Noncharitable Assets69022NetNoncharitableAssets
Adjusted Noncharitable Assets27083AdjustedNoncharitableAssets
One Percent Net Investment Income1OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One27084AdjNonchrtblAssetsAndOnePct
Qualifying Distributions9874QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax2InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal2Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income2TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment134EstTaxPaymentsAndOverpayment
Total Credits And Payments134TotalCreditsAndPayments
Overpayment132Overpayment
Amount Credited To Next Year132AmountCreditedToNextYear
Amount To Be Refunded0AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithMAStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameROBERT ZAMMITOBooksInCareOfPersonName
Books In Care Of Phone Number5084776938BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line136 POPPONESSET ISLAND ROADAddressLine1
CityNEW SEABURYCity
StateMAState
ZIP Code02649ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
ROBERT J ZAMMITO
36 POPPONESSET ISLAND ROADNEW SEABURYMA02649TRUSTEE1.00000
VALERIE L ZAMMITO
36 POPPONESSET ISLAND ROADNEW SEABURYMA02649TRUSTEE1.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities67121AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances2952AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets70073TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets70073AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable1051CashDeemedCharitable
Net Noncharitable Assets69022NetNoncharitableAssets
Minimum Investment Return3451MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return3451MinimumInvestmentReturn
Tax Based On Investment Income2TaxBasedOnInvestmentIncome
Total Tax2TotalTax
Distributable Amount Before Adj3449DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded3449DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted3449DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions9874ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions9874QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions9874AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted3449DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year529836ExcessDistriCarryoverYear5
Excess Distri Carryover Year425114ExcessDistriCarryoverYear4
Excess Distri Carryover Year333352ExcessDistriCarryoverYear3
Excess Distri Carryover Year211079ExcessDistriCarryoverYear2
Excess Distri Carryover Year120349ExcessDistriCarryoverYear1
Total Excess Distri Carryover119730TotalExcessDistriCarryover
Qualifying Distributions9874QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year3449AppliedToCurrentYear
Remaining Distri From Corpus6425RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus126155TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year529836ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year96319ExcessDistriCyovToNextYear
Excess From Year425114ExcessFromYear4
Excess From Year333352ExcessFromYear3
Excess From Year211079ExcessFromYear2
Excess From Year120349ExcessFromYear1
Excess From Current Year6425ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerROBERT J ZAMMITOContributingManager
Contributing ManagerVALERIE L ZAMMITOContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (9 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
AMERICAN CANCER SOCIETY
5 MANLEY STREETWEST BRIDGEWATERMA02379N/APUBLIC CHARITYCHARITABLE CONTRIBUTION$150
BOYS & GIRLS CLUB OF CAPE COD
31 FRANK HICKS DRIVEMASHPEEMA02649N/APUBLIC CHARITYCHARITABLE CONTRIBUTION$7,049
CAPE COD HEALTH CARE FOUNDATION
348C GIFFORD STREETFALMOUTHMA02601N/APUBLIC CHARITYCHARITABLE CONTRIBUTION$1,725
CAPE COD SR BABE RUTH LEAGUE
PO BOX 621SDENNISMA02660N/APUBLIC CHARITYCHARITABLE CONTRIBUTION$50
CAPE COD SYNAGOGUE
145 WINTER STREETHYANNISMA02601N/APUBLIC CHARITYCHARITABLE CONTRIBUTION$100
EMERSON HOUSE
200 TER HEUN DRIVEFALMOUTHMA02540N/APUBLIC CHARITYCHARITABLE CONTRIBUTION$300
HERITAGE MUSEUMS & GARDENS
67 GROVE STREETSANDWICHMA02563N/APUBLIC CHARITYCHARITABLE CONTRIBUTION$100
HEROES IN TRANSITION
22 BATES ROAD SUITE 135MASHPEEMA02649N/APUBLIC CHARITYCHARITABLE CONTRIBUTION$150
THE HUNDRED CLUB OF MASSACHUSETTS
17 GLOUCESTER STREETBOSTONMA02115N/APUBLIC CHARITYCHARITABLE CONTRIBUTION$250
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year9874TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$2ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$107ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$109ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA109TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualVALERIE ZAMMITOContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line136 POPPONESSET ISLAND ROADAddressLine1
CityNEW SEABURYCity
StateMAState
ZIP Code02649ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions8350AggregateContributions
Person Contribution TypeXPersonContributionType

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (2 entries)

Category Or ItemCategoryOrItemListed At Cost Or FMVListedAtCostOrFMVBook ValueBookValueEOYFMVEOYFMV
M-L PIONEER IBBOTSONAT COST2843545582
INVESCO DEVELOPINGAT COST2349525541

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryFILING FEE - COMM OF MASSCategory
Amount$35Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps