ADDUCCI FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ADDUCCI FAMILY FOUNDATION (EIN 20-0414689)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-12-16
- IRS object ID
- 201343509349100609
- Schema version
- 2012v2.3
- 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
- Accounting Fees Schedule
- Compensation Explanation
- Investments Corp Stock Schedule
- Other Notes Loans Rcvbl Short Sch2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-12-16T14:55:32-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HELLMAN & COMPANY | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 FLETCHER AVENUE | AddressLine1 |
| City | WATERLOO | City |
| State | IA | State |
| ZIP Code | 507012304 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200414689 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADDUCCI FAMILY FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | C/O ROBERT J ADDUCCI | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ADDU | NameControl |
| Phone | 6302882606 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 SOUTH SIXTH STREET | AddressLine1 |
| City | LA GRANGE | City |
| State | IL | State |
| ZIP Code | 60525 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT ADDUCCI | Name |
| Title | PRESIDENT | Title |
| Phone | 6302882606 | Phone |
| Date Signed | 2013-12-16 | DateSigned |
| Authorize Third Party | false | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEVEN HELLMAN | Name |
| Phone | 3192354450 | Phone |
| Date Prepared | 2013-12-16 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 231055 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 6078 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 6078 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 6078 | DividendsAdjNetIncm |
| Total Revenue And Expenses | 6078 | TotalRevenueAndExpenses |
| Total Net Investment Income | 6078 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 6078 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 645 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 645 | AccountingFeesNetInvstIncm |
| Trav Conf Meeting Rev And Expnss | 6508 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 6508 | TravConfMeetingNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 7153 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 7153 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 14960 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 14960 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 22113 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 7153 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 14960 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -16035 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 6078 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Notes And Loans Receivable | 10000 | OtherNotesAndLoansReceivable |
| Other Notes And Loans Rcvbl EOY | 10000 | OtherNotesAndLoansRcvblEOY |
| Other Notes And Loans Rcvbl EOYFMV | 10000 | OtherNotesAndLoansRcvblEOYFMV |
| Investments Corp Stock BOY | 176153 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 150118 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 221055 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 176153 | TotalAssetsBOY |
| Total Assets EOY | 160118 | TotalAssetsEOY |
| Total Assets EOYFMV | 231055 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 176153 | UnrestrictedBOY |
| Unrestricted EOY | 160118 | UnrestrictedEOY |
| Total Net Assets BOY | 176153 | TotalNetAssetsBOY |
| Total Net Assets EOY | 160118 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 176153 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 160118 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 176153 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -16035 | ExcessOfRevenueOverExpenses |
| Subtotal | 160118 | Subtotal |
| Total Net Assets Fund Balances EOY | 160118 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 19752 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 213396 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.092560 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 13735 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 228376 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.060142 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 13072 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 205521 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.063604 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 9575 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 205042 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.046698 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 14000 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 266956 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.052443 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.315447 | TotalDistributionRatio |
| Average Distribution Ratio | 0.063089 | AverageDistributionRatio |
| Net Noncharitable Assets | 224620 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 14171 | AdjustedNoncharitableAssets |
| Adj Nonchrtbl Assets And One | 14171 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 14960 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 0 | InvestmentIncomeExciseTax |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | IL | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | ROBERT ADDUCCI | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6302882606 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 SOUTH SIXTH STREET | AddressLine1 |
| City | OAK BROOK | City |
| State | IL | State |
| ZIP Code | 60525 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| ROBERT J ADDUCCI | ||||||||
| 5 SOUTH SIXTH STREET | LA GRANGE | IL | 60525 | PRESIDENT, D | 10.00 | 0 | 0 | 0 |
| MICHAEL ADDUCCI | ||||||||
| 302 S WEST STREET | CROWN POINT | IN | 46307 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| MARY HILL | ||||||||
| 7104 CHRISTINA | CATTLETTSBURG | KY | 41129 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 218041 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 10000 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 228041 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 228041 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 3421 | CashDeemedCharitable |
| Net Noncharitable Assets | 224620 | NetNoncharitableAssets |
| Minimum Investment Return | 11231 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 11231 | MinimumInvestmentReturn |
| Distributable Amount Before Adj | 11231 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 11231 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 11231 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 14960 | ExpensesAndContributions |
| Qualifying Distributions | 14960 | QualifyingDistributions |
| Adj Qualifying Distributions | 14960 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 11231 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 806 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 3111 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 2902 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 2426 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 9178 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 18423 | TotalExcessDistriCarryover |
| Qualifying Distributions | 14960 | QualifyingDistributions |
| Applied To Current Year | 11231 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 3729 | RemainingDistriFromCorpus |
| Total Corpus | 22152 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 806 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 21346 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 3111 | ExcessFromYear4 |
| Excess From Year3 | 2902 | ExcessFromYear3 |
| Excess From Year2 | 2426 | ExcessFromYear2 |
| Excess From Year1 | 9178 | ExcessFromYear1 |
| Excess From Current Year | 3729 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Info And Materials | SCHOLARSHIP: YOU SHOULD USE THEIR SCHOLARSHIP APPLICATION WHICH CAN BE REQUESTED FROM THE FOUNDATION. | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (4 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| GOOD CITY NFP | ||||||
| 5049 W HARRISON STREET | CHICAGO | IL | 60644 | CHARITABLE | YOUTH DEVELOPMENT | $5,000 |
| HABITAT FOR HUMANITY | ||||||
| 270 PEACHTREE ST NW 1300 | ATLANTA | GA | 30303 | CHARITABLE | GUN LEGISLATION | $1,460 |
| YOUNGLIFE | ||||||
| 818 S GILBERT STREET | IOWA CITY | IA | 52240 | CHARITABLE | YOUTH DEVELOPMENT | $2,500 |
| UHLICH CHILDRENS ADVANTAGE NETWORK | ||||||
| 217 N JEFFERSON STREET | CHICAGO | IL | 60661 | CHARITABLE | YOUTH TRAUMA SUPPORT | $6,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 14960 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $6,078 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $6,078 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 6078 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | Category |
| Amount | $645 | Amount |
| Net Investment Income | 645 | NetInvestmentIncome |
Compensation Explanation CompensationExplanation
Compensation Compensation (3 entries)
| ROBERT J ADDUCCI |
| MICHAEL ADDUCCI |
| MARY HILL |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | INVESTMENTS | NameOfStock |
| EOY Book Value | 150118 | EOYBookValue |
| EOYFMV | 221055 | EOYFMV |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShort
Name Of501c3 Organization NameOf501c3Organization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RJA LOAN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | 10000 | BalanceDue |