MACCHIA FAMILY FOUNDATION INC: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
MACCHIA FAMILY FOUNDATION INC (EIN 81-0730656)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-14
IRS object ID
202611349349101356
Schema version
2025v4.0
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

FieldValueIRS element (for citing)
Return2026-05-14T09:21:44-04:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN382962645PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BROWN & NOFZINGER PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12530 SPRING ARBOR ROADAddressLine1Txt
CityJACKSONCityNm
State AbbreviationMIStateAbbreviationCd
ZIP49203ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN810730656EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MACCHIA FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMACCBusinessNameControlTxt
Phone5172066078PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14353 CALDERA CIRCLEAddressLine1Txt
CityNAPLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34119ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN A MACCHIAPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone5172066078PhoneNum
Signature2026-05-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDANIEL T BROWNPreparerPersonNm
PTINP00970893PTIN
Phone5177871400PhoneNum
Preparation2026-05-13PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,752,715FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$114,335ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$8InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$8InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$8InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$28,231DividendsRevAndExpnssAmt
Dividends Net Invst Incm$28,231DividendsNetInvstIncmAmt
Dividends Adj Net Incm$28,231DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$9,133NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$228,702GrossSalesPriceAmt
Total Rev And Expnss$151,707TotalRevAndExpnssAmt
Total Net Invst Incm$28,239TotalNetInvstIncmAmt
Total Adj Net Incm$28,239TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$223LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$223LegalFeesNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,375AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,375AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$7,386OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$7,386OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$1,656TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,465TaxesNetInvstIncmAmt
Printing And Pub Rev And Expnss$240PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$240PrintingAndPubNetInvstIncmAmt
Other Expenses Rev And Expnss$3,900OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$3,900OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$14,780TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$14,589TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$139,750ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$139,750ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$154,530TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$14,589TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$139,750TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$2,823ExcessRevenueOverExpensesAmt
Net Investment Income$13,650NetInvestmentIncomeAmt
Adjusted Net Income$28,239AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$179,361SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$73,355SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$70,855SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$819,809CorporateStockBOYAmt
Corporate Stock EOY$826,340CorporateStockEOYAmt
Corporate Stock EOYFMV$2,681,860CorporateStockEOYFMVAmt
Total Assets BOY$999,170TotalAssetsBOYAmt
Total Assets EOY$899,695TotalAssetsEOYAmt
Total Assets EOYFMV$2,752,715TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$999,170RetainedEarningBOYAmt
Retained Earning EOY$899,695RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$999,170TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$899,695TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$999,170TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$899,695TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$999,170TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$2,823ExcessRevenueOverExpensesAmt
Subtotal$996,347SubtotalAmt
Other Decreases$96,652OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$899,695TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$190InvestmentIncomeExciseTaxAmt
Subtotal$190SubtotalAmt
Tax Based On Investment Income$190TaxBasedOnInvestmentIncomeAmt
Tax Due$190TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJOHN A MACCHIAIndividualWithBooksNm
Phone5172066078PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14353 CALDERA CIRICLEAddressLine1Txt
CityNAPLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34119ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOHN A MACCHIA
4353 CALDERA CIRCLENAPLESFL34119TRUSTEE000.00$0$0$0
NORMA K MACCHIA
4353 CALDERA CIRLCENAPLESFL34119TRUSTEE000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,480,786AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$117,578AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,598,364TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$2,598,364AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$38,975CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,559,389NetVlNoncharitableAssetsAmt
Minimum Investment Return$127,969MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$127,969MinimumInvestmentReturnAmt
Tax Based On Investment Income$190TaxBasedOnInvestmentIncomeAmt
Total Tax$190TotalTaxAmt
Distributable Before Adj$127,779DistributableBeforeAdjAmt
Distributable Before Ded$127,779DistributableBeforeDedAmt
Distributable As Adjusted$127,779DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$139,750ExpensesAndContributionsAmt
Qualifying Distributions$139,750QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$127,779DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$6,177ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$5,840ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$2,368ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$18,857ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$18,219ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$51,461TotalExcessDistributionCyovAmt
Qualifying Distributions$139,750QualifyingDistributionsAmt
Applied To Current Year$127,779AppliedToCurrentYearAmt
Remaining Distri From Corpus$11,971RemainingDistriFromCorpusAmt
Total Corpus$63,432TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$6,177ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$57,255ExcessDistriCyovToNextYrAmt
Excess From Year4$5,840ExcessFromYear4Amt
Excess From Year3$2,368ExcessFromYear3Amt
Excess From Year2$18,857ExcessFromYear2Amt
Excess From Year1$18,219ExcessFromYear1Amt
Excess From Current Year$11,971ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJOHN A MACCHIARecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line14353 CALDERA CIRCLEAddressLine1Txt
CityNAPLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34119ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5172066078RecipientPhoneNum
Recipient Email AddressJOHNMACCHIA@ME.COMRecipientEmailAddressTxt
Form And Info And MaterialsINFORMATION ABOUT REQUESTING ORGANIZATION AND AMOUNT OF GRANT REQUESTED.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
FLORIDA GOLF COAST UNIVERSITY
10501 FGCU BLVDFORT MYERSFL33965NONEPCRESNICK-WYNN FAMILY CONFERENCE$5,000
ANGEL'S TOUCH RESCUE
7385 ALBANY RDFORT MYERSFL33967NONEPCGENERAL FUNDING$1,500
FOUNDATION BUILDING CHURCH
512 WASHINGTON STCHELSEAMI48118NONEPCYOUTH BUILDERS PROGRAM$5,000BUILDING 101
DAVID LAWRENCE CENTER
6075 BATHEY LNNAPLESFL34116NONEPCGENERAL FUNDING$5,000
BIG BROTHERS BIG SISTERS
127 W WESLEY STJACKSONMI49201NONEPCBOWLING EVENT SPONSOR$6,750
SPRING ARBOR UNIVERSITY
106 E MAIN STSPRING ARBORMI49283NONEPCEVENING AT THE ARBOR SPONSOR$10,000
AWARE INC
706 W MICHIGAN AVEJACKSONMI49201NONEPCGENERAL FUNDING$8,000
ISAIAH'S HUB
730 TOMLINSON STJACKSONMI49203NONEPCAFTER SCHOOL PROGRAM$5,000
FREEDOM WATERS FOUNDATION
895 10TH ST SNAPLESFL34102NONEPCGENERAL FUNDING$5,000SUITE 302-F
JACKSON SYMPHONY ORCHESTRA
215 W MICHIGAN AVEJACKSONMI49201NONEPCSENSORY FRIENDLY CONCERT$4,000
SHOP RAT FOUNDATION
3517 SCHEELE DRJACKSONMI49202NONEPCAMTC$5,000
ST MATTHEW'S HOUSE
2001 AIRPORT ROADNAPLESFL34112NONEPCGENERAL FUNDING$5,000
CATHOLIC CHARITIES OF JACKSON
3425 FRANCIS STJACKSONMI49203NONEPCGENERAL FUNDING$5,000
CASCADES HUMANE SOCIETY
1515 CARMEN DRJACKSONMI49202NONEPCGENERAL FUNDING$3,000
LUMEN CHRISTI
3483 SPRING ARBOR RDJACKSONMI49203NONEPCSCHOLARSHIP FUND$5,000
ST MARY'S SCHOOL
116 E WESLEY STJACKSONMI49201NONEPCSCHOLARSHIP FUND$4,000
WHEELCHAIRS 4 KIDS
1200 S PINELLAS AVETARPON SPRINGSFL34689NONEPCGENERAL FUNDING$6,000SUITE 3
MAGGIE'S PLACE
4001 N 30TH STREETPHEONIXAZ85016NONEPCGENERAL FUNDING$3,000
JACKSON INTERFAITH SHELTER
414 S BLACKSTONE STJACKSONMI49201NONEPCGENERAL FUNDING$3,000
JACKSON FRIENDLY HOME
435 W NORTH STJACKSONMI49202NONEPCGENERAL FUNDING$2,500
JOHN GEORGE HOME
1501 E GANSON STJACKSONMI49202NONEPCGENERAL FUNDING$2,500
MYPLACE JACKSON
4000 E SOUTH STJACKSONMI49201NONEPCGENERAL FUNDING$5,000
WGCU PUBLIC MEDIA
11000 FGCU BLVD STFORT MYERSFL33965NONEPCGENERAL FUNDING$2,000
SPECIAL OLYMPICS FLORIDA
1915 DON WICKHAM DRIVECLERMONTFL34711NONEPCGENERAL FUNDING$2,000
CHAPTERS HEALTH FOUNDATION
12470 TELECOM DRTAMPAFL33637NONEPCHOPE HOSPICE$3,000
BAILEY FAMILY FOUNDATION
300 OBRIEN RDJACKSONMI49201NONEPCBAILEYFEST$2,500
RIVES CHURCH
2800 W BERRY RDRIVES JUNCTIONMI49277NONEPCTRUNK OR TREAT$500
BLACKMAN TWP POLICE OFFICERS ASSOC
1996 W PARNALL RDJACKSONMI49201NONEPCSHOP WITH A HERO$4,000
COMPASSIONATE MINISTRIES OF JACKSON
3737 CLINTON RDJACKSONMI49201NONEPCGENERAL FUNDING$3,000
OUR DAILY BREAD FOOD PANTRY
1818 SAN MARCOMARCO ISLANDFL34145NONEPCGENERAL FUNDING$2,000
FUTURE CITIZENS INC
1335 CENTER LNNAPLESFL34110NONEPCGENERAL FUNDING$2,500
HOPE KITCHEN
740 W MICHIGAN AVEJACKSONMI49201NONEPCGENERAL FUNDING$5,000
JACKSON PUBLIC SCHOOLS
522 WILDWOOD AVEJACKSONMI49201NONEPCJPS ELEMENTARY MUSIC$1,000
SCHOOL LUNCH MATTERS
771 AIRPORT PULLING RDNAPLESFL34104NONEPCGENERAL FUNDING$3,000STE 3
JACKSON SCHOOL OF ARTS
135 W CORTLAND STJACKSONMI49201NONEPCFAIRY FESTIVALS$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$139,750TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$8RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$28,231RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$9,133RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$37,372RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$37,372TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionIndPerson ContributionPersonContributionInd
JOHN A MACCHIA
14353 CALDERA CIRCLENAPLESFL34119$98,835Yes (X)
JOHN J MACCHIA
26191 BROWNS LAKE RDJACKSONMI49203$10,000Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property550 SHARES NVIDIA (NVDA)NoncashPropertyDesc
Fair Market Value$98,835FairMarketValueAmt
Received2025-08-06ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryBNCategoryTxt
Amt$1,375Amt
Net Investment Income$1,375NetInvestmentIncomeAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (9 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
CHIPOTLE MEXICAN GRILL2024-11PURCHASE2025-11$15,577$30,218-$14,641
CHIPOTLE MEXICAN GRILL2025-06PURCHASE2025-11$15,577$23,144-$7,567
FISERV INC2024-06PURCHASE2025-11$18,141$43,522-$25,381
FISERV INC2025-03PURCHASE2025-11$3,023$10,866-$7,843
NVIDIA CORP2018-11PURCHASE2025-08$36,597$793$35,804
NVIDIA CORP2018-11PURCHASE2025-11$45,349$992$44,357
PAYPAL HLDGS INC2022-06PURCHASE2025-05$29,300$31,338-$2,038
REGENERON PHARMACEUT2022-06PURCHASE2025-08$46,806$58,638-$11,832
CONSTELLATION BRANDS A2020-06PURCHASE2025-03$18,332$20,058-$1,726

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITY SECURITIESStockNm
EOY Book Value$826,340EOYBookValueAmt
EOYFMV$2,681,860EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryATTORNEYCategoryTxt
Legal Fees$223LegalFeesAmt
Net Investment Income$223NetInvestmentIncomeAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescFMV IN EXCESS OF COST - DONATIONDesc
Amt$96,652Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
ADMINSTRATIVE FEES$3,900$3,900

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$7,386Amt
Net Investment Income$7,386NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAX$1,465$1,465
TAXES$191

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