JOSEPH AND MARY CACIOPPO FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH AND MARY CACIOPPO FOUNDATION (EIN 86-0465698)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2017-11-02
- IRS object ID
- 201743069349100229
- Schema version
- 2016v3.0
- 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
- Form 990-PF
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-02T14:11:12-07:00 | ReturnTs |
| Tax Period End | 2017-06-30 | 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 & CO 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 | 2016-07-01 | 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 | 2017-11-01 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRIS WM LUDWIG CPA | PreparerPersonNm |
| PTIN | P00539132 | PTIN |
| Phone | 5205450500 | PhoneNum |
| Preparation | 2017-11-02 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | B6162473FDB9C62BF875F4633655C2D76CA34BB8 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B6B396D175A58D41BE01B4C242F3D45028596245 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2018-03-14 21:41:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $735,772 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $657,997 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $4,106 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,106 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,215 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,215 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,335 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $22,762 | GrossSalesPriceAmt |
| Total Rev And Expnss | $666,983 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,321 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $4,135 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,135 | OtherProfFeesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $4,135 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,135 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,135 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,135 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $0 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $662,848 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,186 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,433 | CashBOYAmt |
| Cash EOY | $14,678 | CashEOYAmt |
| Cash EOYFMV | $14,678 | CashEOYFMVAmt |
| Corporate Stock EOY | $472,928 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $546,154 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $176,675 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $174,940 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,433 | TotalAssetsBOYAmt |
| Total Assets EOY | $664,281 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $735,772 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,433 | UnrestrictedBOYAmt |
| Unrestricted EOY | $664,281 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,433 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $664,281 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,433 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $664,281 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,433 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $662,848 | ExcessRevenueOverExpensesAmt |
| Subtotal | $664,281 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $664,281 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $98,570 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $44,995 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 2.190688 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr5 | $354,988 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,363,936 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048206 | DistributionYr5Rt |
| Total Distribution | 2.238894 | TotalDistributionRt |
| Average Distribution | 1.119447 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $581,495 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $650,953 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $62 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $651,015 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $0 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $124 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $124 | SubtotalAmt |
| Tax Based On Investment Income | $124 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $124 | TaxDueAmt |
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 | Yes (true) | 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 | 1.25 | $0 | $0 | $0 |
| LORI PATTERSON | ||||||||
| 4769 E CAMP LOWELL DRIVE | TUCSON | AZ | 85712 | SECRETARY/TR | 0.25 | $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 | $569,024 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,471 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $581,495 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $581,495 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $581,495 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $29,075 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $29,075 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $124 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $124 | TotalTaxAmt |
| Distributable Before Adj | $28,951 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $28,951 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $28,951 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $0 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $0 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $28,951 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $96,320 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $96,320 | TotalExcessDistributionCyovAmt |
| Excess Distri Cyov App CY Corpus | $28,951 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $28,951 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $67,369 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $67,369 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $67,369 | ExcessFromYear1Amt |
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 |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $4,106 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $6,215 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$1,335 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $8,986 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,986 | TotalIncomeProducingActyAmt |
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 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| TIME WARNER INC | 2016-09 | PURCHASE | 2017-04 | $4,099 | $4,207 | -$108 |
| COTY INC | 2016-09 | PURCHASE | 2017-05 | $3,691 | $6,094 | -$2,403 |
| DEERE & CO | 2016-09 | PURCHASE | 2017-03 | $8,827 | $7,789 | $1,038 |
| TIME WARNER INC | 2016-09 | PURCHASE | 2017-02 | $6,145 | $6,007 | $138 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| HP INC. - 2.75% | $76,410 | $75,641 |
| MCKESSON CORPORATION - 2.284% | $50,994 | $50,280 |
| EMC CORP MASS - 2.65% | $49,271 | $49,019 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (42 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADOBE SYSTEMS, INC - 160 SHARES | $16,504 | $22,630 |
| BANK OF AMERICA - 830 SHARES | $13,102 | $20,136 |
| BAXTER INTERNATIONAL - 310 SHARES | $14,201 | $18,767 |
| MICROCHIP TECHNOLOGY - 243 SHARES | $15,039 | $18,755 |
| MEDTRONICS PLC - 200 SHARES | $17,442 | $17,750 |
| GENERAL DYNAMICS CO - 85 SHARES | $13,136 | $16,838 |
| MARTIN MARIETTA - 75 SHARES | $13,581 | $16,694 |
| LOWES COMPANIES - 210 SHARES | $15,917 | $16,281 |
| LENNAR CORP - 300 SHARES | $13,956 | $15,996 |
| ABBVIE INC - 220 SHARES | $14,205 | $15,952 |
| AMERIPRISE FINANCIAL - 123 SHARES | $12,374 | $15,656 |
| BANC BILLBAO ARGEN - 1,277 SHARES | $8,058 | $14,814 |
| OSHKOSH CORP - 210 SHARES | $11,588 | $14,465 |
| MICROSOFT CORP - 200 SHARES | $11,510 | $13,786 |
| ANSYS, INC. - 112 SHARES | $10,511 | $13,628 |
| ACADIA HEALTHCARE - 275 SHARES | $11,998 | $13,580 |
| WALGREENS BOOTS ALLI - 170 SHARES | $13,881 | $13,313 |
| NOVARTIS AG - 159 SHARES | $12,743 | $13,272 |
| UNILEVER N V - 240 SHARES | $11,394 | $13,265 |
| PHILIPS 66 - 160 SHARES | $12,685 | $13,230 |
| CHUBB LTD - 90 SHARES | $11,492 | $13,084 |
| M & T BANK CORP - 80 SHARES | $9,253 | $12,956 |
| DOW CHEMICAL CO - 200 SHARES | $10,752 | $12,614 |
| MONDELEZ INT - 290 SHARES | $12,855 | $12,525 |
| PPG INDUSTRIES INC. - 113 SHARES | $12,148 | $12,426 |
| AMGEN INCORP - 72 SHARES | $12,312 | $12,400 |
| DANAHER CORP - 139 SHARES | $11,014 | $11,730 |
| NATIONAL FUEL GAS CO - 150 SHARES | $8,688 | $11,280 |
| JPMORGAN CHASE - 120 SHARES | $3,648 | $10,968 |
| FIRST REPUBLIC BANK - 175 SHARES | $13,214 | $10,811 |
| COCO COLA COMPANY - 240 SHARES | $10,081 | $10,764 |
| ARCHER-DANIELS MIDLAND - 250 SHARES | $10,985 | $10,345 |
| PAYPAL HOLDINGS INCO - 190 SHARES | $7,070 | $10,197 |
| MITSUBISHI UF J - 1,500 SHARES | $8,222 | $10,125 |
| KROGER - 416 SHARES | $12,009 | $9,701 |
| EQT CORP - 150 SHARES | $11,062 | $8,789 |
| PIONEER NATURAL RES - 55 SHARES | $10,073 | $8,777 |
| B OF K FINANCIAL, CO - 100 SHARES | $6,798 | $8,413 |
| HALLIBURTON CO - 190 SHARES | $8,290 | $8,115 |
| TIME WARNER, INC - 75 SHARES | $5,867 | $7,531 |
| AES CORP - 650 SHARES | $8,258 | $7,221 |
| CULLEN FROST BANKERS - 70 SHARES | $5,012 | $6,574 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTOR ADVISOR FEES | CategoryTxt |
| Amt | $4,135 | Amt |
| Net Investment Income | $4,135 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CACIOPPO CHARITABLE REMAINDER TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 651 W SUNLIGHT LANE | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85740 | ZIPCd |