JOSEPH AND MARY CACIOPPO FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH AND MARY CACIOPPO FOUNDATION (EIN 86-0465698)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2016-11-07
- IRS object ID
- 201623129349100412
- Schema version
- 2015v2.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-07T09:38:49-06:00 | ReturnTs |
| Tax Period End | 2016-06-30 | 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 | 2015-07-01 | 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 | 2016-11-03 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRIS WM LUDWIG CPA | PreparerPersonNm |
| PTIN | P00539132 | PTIN |
| Phone | 5205450500 | PhoneNum |
| Preparation | 2016-11-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,433 | 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 | $100,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Total Rev And Expnss | $100,003 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $12,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $12,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $894 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $894 | PensionEmplBnftDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $76 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $76 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,970 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,970 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $85,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $85,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $98,570 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $98,570 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,433 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $1,433 | CashEOYAmt |
| Cash EOYFMV | $1,433 | CashEOYFMVAmt |
| Total Assets EOY | $1,433 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,433 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted EOY | $1,433 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,433 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $0 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,433 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Excess Revenue Over Expenses | $1,433 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,433 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,433 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr4 | $354,988 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,363,936 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048206 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $314,511 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,301,946 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043072 | DistributionYr5Rt |
| Total Distribution | 0.091278 | TotalDistributionRt |
| Average Distribution | 0.045639 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $44,995 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,054 | AdjNetVlNoncharitableAssetsAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,054 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $98,570 | 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 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 | 10.00 | $12,000 | $0 | $0 |
| CRAIG WILLIS | ||||||||
| 4769 E CAMP LOWELL DRIVE | TUCSON | AZ | 85712 | SECRETARY/TR | 1.00 | $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 | $45,680 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $45,680 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $45,680 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $685 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $44,995 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,250 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,250 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $2,250 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,250 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,250 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $98,570 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $98,570 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $98,570 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,250 | DistributableAsAdjustedAmt |
| Qualifying Distributions | $98,570 | QualifyingDistributionsAmt |
| Applied To Current Year | $2,250 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $96,320 | RemainingDistriFromCorpusAmt |
| Total Corpus | $96,320 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $96,320 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $96,320 | 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 (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|
| CUMBERLAND COLLEGE | |||||||
| 6191 COLLEGE STATION DR | WILLIAMSBURG | KY | 40769 | WORKSHOP PROGRAM | $10,000 | ||
| LYNN HOUSE OF PATOMAC VALLEY | |||||||
| 4400 W BRADDOCK ROAD | ALEXANDRIA | VA | 22304 | NURSE TRAINING - ADVANCED COURSE | $6,600 | ||
| PAWS FOUNDATION INC | |||||||
| 300 E RIVER ROAD | TUCSON | AZ | 85704 | WOOFS WITHOUT ROOFS | $12,000 | ||
| PEACE HAVEN ASSOCIATION | |||||||
| 12630 ROTT ROAD | ST LOUIS | MO | 63127 | NURSES' TRAINING PROGRAM | $10,000 | ||
| PEACE HAVEN ASSOCIATION | |||||||
| 12630 ROTT ROAD | ST LOUIS | MO | 63127 | PROGRAMS AND SERVICES | $5,000 | ||
| PHILANTHROPY ROUNDTABLE | |||||||
| 1120 20TH STREET NW | WASHINGTON | DC | 20036 | GENERAL SUPPORT GRANT | $5,000 | SUITE 550 SOUTH | |
| THE LEAVE INC | |||||||
| 1230 WSPRING VALLEY ROAD | RICHARDSON | TX | 75080 | BENEVOLENCE | $10,000 | ||
| TIME OUT INC | |||||||
| PO BOX 306 | PAYSON | AZ | 85547 | EMERGENCY SHELTER ENHANCEMENTS | $2,000 | ||
| UNIVERSITY OF ARIZONA | |||||||
| 321 HAURY BUILDING | TUCSON | AZ | 85721 | ROMAN ACH STUDIES SCHOLARSHIPS | $25,000 | PO BOX 210105 | ANTHOPOLOGY / CLASSICS DEPARTMENT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $85,600 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3 | 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 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| SUPPLIES | $76 | $76 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| DECLARATION OF TRUST OF THE JOSEPH | |||
| AND MARY CACIOPPO FOUNDATION | |||
| 4769 E CAMP LOWELL DRIVE | TUCSON | AZ | 85712 |