JOSEPH AND MARY CACIOPPO FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH AND MARY CACIOPPO FOUNDATION (EIN 86-0465698)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2018-11-07
- IRS object ID
- 201803119349100950
- Schema version
- 2017v2.3
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-07T11:03:31-07:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 364538293 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUDWIG KLEWER & RUDNER PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4783 E CAMP LOWELL DR | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85712 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860465698 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JOSEPH & MARY CACIOPPO | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOSE | BusinessNameControlTxt |
| Phone | 5203260703 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4769 E CAMP LOWELL DRIVE | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85712 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL-ANNE YOUNG | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5203260703 | PhoneNum |
| Signature | 2018-11-06 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRIS WM LUDWIG CPA | PreparerPersonNm |
| PTIN | P00539132 | PTIN |
| Phone | 5205450500 | PhoneNum |
| Preparation | 2018-11-06 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.15.191.28 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-06 | IPDt |
| IP Tm | 15:32:49 | IPTm |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B6162473FDB9C62BF875F4633655C2D76CA34BB8 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B6B396D175A58D41BE01B4C242F3D45028596245 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Total Rev And Expnss | $0 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | TotalNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $0 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $664,281 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $664,281 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $664,281 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $664,281 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$664,281 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $14,678 | CashBOYAmt |
| Corporate Stock BOY | $472,928 | CorporateStockBOYAmt |
| Corporate Bonds BOY | $176,675 | CorporateBondsBOYAmt |
| Total Assets BOY | $664,281 | TotalAssetsBOYAmt |
| Total Assets EOY | $0 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $664,281 | UnrestrictedBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $664,281 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $664,281 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $0 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $664,281 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$664,281 | ExcessRevenueOverExpensesAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Net Vl Noncharitable Assets Yr1 | $581,495 | NetVlNoncharitableAssetsYr1Amt |
| Adjusted Qlfy Distri Yr2 | $98,570 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $44,995 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 2.190688 | DistributionYr2Rt |
| Total Distribution | 2.190688 | TotalDistributionRt |
| Average Distribution | 2.190688 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $0 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $664,281 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AZ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | THE FOUNDATION | IndividualWithBooksNm |
| Phone | 5203260703 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4769 E CAMP LOWELL DRIVE | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85712 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | 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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL-ANNE YOUNG | ||||||||
| 4769 E CAMP LOWELL DRIVE | TUCSON | AZ | 85712 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| LORI PATTERSON | ||||||||
| 4769 E CAMP LOWELL DRIVE | TUCSON | AZ | 85712 | SECRETARY/TR | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $664,281 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $664,281 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $664,281 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $67,369 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $67,369 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $664,281 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $664,281 | RemainingDistriFromCorpusAmt |
| Total Corpus | $731,650 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $731,650 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $67,369 | ExcessFromYear2Amt |
| Excess From Current Year | $664,281 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE JOSEPH AND MARY CACIOPPO FND | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MICHAEL-ANNE YOUNG PRESIDENT | AddressLine1Txt |
| Address Line2 | 4769 EAST CAMP LOWELL DR | AddressLine2Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85712 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5203260703 | RecipientPhoneNum |
| Form And Info And Materials | CONTACT PRESIDENT IN WRITING. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | CONTACT PRESIDENT IN WRITING. | SubmissionDeadlinesTxt |
| Restrictions On Awards | ALL GRANT DISTRIBUTIONS ARE MADE TO ORGANIZATIONS WHICH QUALIFY TO RECEIVE AMOUNTS CLASSIFIED AS CHARITABLE DEDUCTIONS UNDER IRS CODE SECTION 170(C). | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DECLARATION OF TRUST OF THE JOSEPH | BusinessNameLine1Txt |
| Business Name Line2 | AND MARY CACIOPPO FOUNDATION | BusinessNameLine2Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4769 E CAMP LOWELL DRIVE | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85712 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | 501(C)3) | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | CONTRIBUTION | GrantOrContributionPurposeTxt |
| Amt | $664,281 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $664,281 | TotalGrantOrContriPdDurYrAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm |
|---|
| HP INC. - 2.75% |
| MCKESSON CORPORATION - 2.284% |
| EMC CORP MASS - 2.65% |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (42 entries)
| StockStockNm |
|---|
| ADOBE SYSTEMS, INC - 160 SHARES |
| BANK OF AMERICA - 830 SHARES |
| BAXTER INTERNATIONAL - 310 SHARES |
| MICROCHIP TECHNOLOGY - 243 SHARES |
| MEDTRONICS PLC - 200 SHARES |
| GENERAL DYNAMICS CO - 85 SHARES |
| MARTIN MARIETTA - 75 SHARES |
| LOWES COMPANIES - 210 SHARES |
| LENNAR CORP - 300 SHARES |
| ABBVIE INC - 220 SHARES |
| AMERIPRISE FINANCIAL - 123 SHARES |
| BANC BILLBAO ARGEN - 1,277 SHARES |
| OSHKOSH CORP - 210 SHARES |
| MICROSOFT CORP - 200 SHARES |
| ANSYS, INC. - 112 SHARES |
| ACADIA HEALTHCARE - 275 SHARES |
| WALGREENS BOOTS ALLI - 170 SHARES |
| NOVARTIS AG - 159 SHARES |
| UNILEVER N V - 240 SHARES |
| PHILIPS 66 - 160 SHARES |
| CHUBB LTD - 90 SHARES |
| M & T BANK CORP - 80 SHARES |
| DOW CHEMICAL CO - 200 SHARES |
| MONDELEZ INT - 290 SHARES |
| PPG INDUSTRIES INC. - 113 SHARES |
| AMGEN INCORP - 72 SHARES |
| DANAHER CORP - 139 SHARES |
| NATIONAL FUEL GAS CO - 150 SHARES |
| JPMORGAN CHASE - 120 SHARES |
| FIRST REPUBLIC BANK - 175 SHARES |
| COCO COLA COMPANY - 240 SHARES |
| ARCHER-DANIELS MIDLAND - 250 SHARES |
| PAYPAL HOLDINGS INCO - 190 SHARES |
| MITSUBISHI UF J - 1,500 SHARES |
| KROGER - 416 SHARES |
| EQT CORP - 150 SHARES |
| PIONEER NATURAL RES - 55 SHARES |
| B OF K FINANCIAL, CO - 100 SHARES |
| HALLIBURTON CO - 190 SHARES |
| TIME WARNER, INC - 75 SHARES |
| AES CORP - 650 SHARES |
| CULLEN FROST BANKERS - 70 SHARES |