JAMES F CAUSLEY JR FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
JAMES F CAUSLEY JR FAMILY FOUNDATION (EIN 38-3534503)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-13
IRS object ID
202401349349101460
Schema version
2023v5.0
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)
Return2024-05-13T09:59:14-04:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN810744756PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CMSP CPAS AND ADVISORS PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1900 WILSHIRE DR SUITE 390AddressLine1Txt
CityTROYCityNm
State AbbreviationMIStateAbbreviationCd
ZIP480841600ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN383534503EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JAMES F CAUSLEY JR FAMILYBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlJAMEBusinessNameControlTxt
Phone5867460277PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line137910 SEAWAY CTAddressLine1Txt
CityHARRISON TWPCityNm
State AbbreviationMIStateAbbreviationCd
ZIP480456201ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM R CANTWELLPersonNm
Person TitleTREASURERPersonTitleTxt
Phone5867460277PhoneNum
Signature2024-05-06SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstWILLIAMPersonFirstNm
Person LastCANTWELLPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICHARD A MOFFATT CPAPreparerPersonNm
PTINP01321376PTIN
Phone2486496644PhoneNum
Preparation2024-05-10PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$26,298FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$245,000ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$2InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$2InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss$245,002TotalRevAndExpnssAmt
Total Net Invst Incm$2TotalNetInvstIncmAmt
Total Adj Net Incm$2TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$1,245LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl$1,245LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,866AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$1,866AccountingFeesChrtblPrpsAmt
Tot Opr Expenses Rev And Expnss$3,111TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,111TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$215,600ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$215,600ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$218,711TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$218,711TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$26,291ExcessRevenueOverExpensesAmt
Net Investment Income$2NetInvestmentIncomeAmt
Adjusted Net Income$2AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$7CashBOYAmt
Cash EOY$26,298CashEOYAmt
Cash EOYFMV$26,298CashEOYFMVAmt
Total Assets BOY$7TotalAssetsBOYAmt
Total Assets EOY$26,298TotalAssetsEOYAmt
Total Assets EOYFMV$26,298TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$7NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$26,298NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$7TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$26,298TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$7TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$26,298TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$7TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$26,291ExcessRevenueOverExpensesAmt
Subtotal$26,298SubtotalAmt
Tot Net Ast Or Fund Balances EOY$26,298TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

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 StateMIOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1CMSP CPAS ADVISORS PCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2486496644PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1900 WILSHIRE DR SUITE 390AddressLine1Txt
CityTROYCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48084ZIPCd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmtAddress Line2USAddress/AddressLine2Txt
JAMES F CAUSLEY JR
3333 GULF SHORE BLVDNAPLESFL34108PRESIDENT000.00$0$0$0
WILLIAM R CANTWELL
900 WILSHIRE DRTROYMI48084TREASURER000.00$0$0$0SUITE 390
SALVATORE LAMENDOLA
101 W BIG BEAVER 10TH FLTROYMI48084DIRECTOR000.00$0$0$0
HUNTER WENDT
14500 E TWELVE MILE RDWARRENMI48088SECRETARY000.00$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$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$15,968AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$15,968TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$15,968AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$240CashDeemedCharitableAmt
Net Vl Noncharitable Assets$15,728NetVlNoncharitableAssetsAmt
Minimum Investment Return$786MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$786MinimumInvestmentReturnAmt
Distributable Before Adj$786DistributableBeforeAdjAmt
Distributable Before Ded$786DistributableBeforeDedAmt
Distributable As Adjusted$786DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$218,711ExpensesAndContributionsAmt
Qualifying Distributions$218,711QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$786DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$733,406ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$613,963ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$366,826ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$429,600ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$406,291ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,550,086TotalExcessDistributionCyovAmt
Qualifying Distributions$218,711QualifyingDistributionsAmt
Applied To Current Year$786AppliedToCurrentYearAmt
Remaining Distri From Corpus$217,925RemainingDistriFromCorpusAmt
Total Corpus$2,768,011TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$733,406ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,034,605ExcessDistriCyovToNextYrAmt
Excess From Year4$613,963ExcessFromYear4Amt
Excess From Year3$366,826ExcessFromYear3Amt
Excess From Year2$429,600ExcessFromYear2Amt
Excess From Year1$406,291ExcessFromYear1Amt
Excess From Current Year$217,925ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJAMES F CAUSLEY JRContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtRecipient Foundation StatusRecipientFoundationStatusTxtBusiness Name Line2RecipientBusinessName/BusinessNameLine2TxtAddress Line2RecipientUSAddress/AddressLine2Txt
ALLIANCE DEFENDING FREEDOM
15100 N 90TH STREETSCOTTSDALEAZ85260GENERAL FUND$5,000
AMERICAN CORNERSTONE INSTITUTE
50 F STREET NW SUITE 530WASHINGTONDC20001GENERAL FUND$2,000
BASILICA OF THE NATIONAL SHRINE
400 MICHIGAN AVE MEWASHINGTON DCDC200171566GENERAL FUND$250
CAPUCHIN SOUP KITCHEN
1820 MT ELLIOTT STDETROITMI48207GENERAL OPERATING FUND$2,000PUBLIC
CATHOLIC RELIEF SERVICES
228 W LEXINGTON STBALTIMOREMD21201GENERAL OPERATING FUND$1,000PUBLIC
CONSERVATIVE PARTNERSHIP INSTITUTE
300 INDEPENDENCE AVE SEWASHINGTONDC20003GENERAL FUND$20,000
DISABLED AMERICAN VETERANS
3725 ALEXANDRIA PIKECOLD SPRINGKY41076GENERAL FUND$250
GRACE CENTER FOUNDATION
PO BOX 112692NAPLESFL34108GENERAL FUND$20,000
JUDICIAL WATCH
425 THIRD ST SW SUITEWASHINGTONDC20024GENERAL OPERATING FUND$75,000PUBLIC
NATIONAL LEGAL AND POLICY CENTER
107 PARK WASHINGTON COURTFALLS CHURCHVA22046GENERAL FUND$3,000NLPC
NATIONAL RIGHT TO WORK LEGAL DEFENS
8001 BRADDOCK ROADSPRINGFIELDVA22160GENERAL OPERATING FUND$50,000PUBLICFOUNDATIONSUITE 600
PRAGERU
15021 VENTURA BLVD 552SHERMAN OAKSCA91403GENERAL FUND$1,000
PUBLIC INTEREST LEGAL FOUNDATION
32 E WASHINGTON STINDIANAPOLISIN46204GENERAL FUND$3,000SUITE 1675
RHEMA INTERNATIONAL
PO BOX 82085ROCHESTERMI48308GENERAL OPERATING FUND$1,000PUBLICMINISTRIES
SAN FRANCESCO CHURCH
22870 S NUNNELEY RDCLINTON TWPMI48035GENERAL FUND$1,000
SERVANTS OF JESUS
3142 WEISS ASAGINAWMI48602GENERAL FUND$1,000
SISTERS OF ST FRANCIS OF ASSISI
3221 SOUTH LAKE DRIVEST FRANCISWI53235GENERAL FUND$150
SOCIETY FOR THE PROPOGATION OF THE
66 BROOKS DRIVEBRAINTREEMA02184GENERAL FUND$1,500FAITH
SOUTHEASTERN LEGAL FOUNDATION
560 W CROSSVILLE RDROSWELLGA30075GENERAL FUND$1,000SUITE 104
ST HUBERT PARISH
38751 PRENTISS STHARRISON TOWNSHIPMI480452652GENERAL FUND$12,000PUBLIC
ST JUDE SHRINE
512 W SARATOGA STREETBALTIMOREMD21201GENERAL FUND$100
ST PETER PARISH
98 NEW STREETMOUNT CLEMENSMI48043GENERAL OPERATING FUND$1,000
ST ANN PARISH
985 3RD STREET SOUTHNAPLESFL34102GENERAL FUND$500
ST JOHN THE EVANGELIST PARISH
625 111TH AVE NNAPLESFL34108GENERAL FUND$1,500
ST WILLIAM CHURCH
750 SEAGATENAPLESFL34103GENERAL OPERATING FUND$3,000PUBLIC
TURNING POINT USA
4940 EAST BEVERLY ROADPHOENIXAZ85044GENERAL FUND$1,000
YOUNG AMERICA'S
11480 COMMERCE PARK DRIVERESTONVA20191GENERAL FUND$2,000
THE DAILY CALLER NEWS FOUNDATION
1775 EYE STREET NWWASHINGTONDC20006GENERAL FUND$300THE AMERICAN JOURNALISM INSTITUTESUITE 1150-291
MICHIGAN MILITARY TECHICAL &
PO BOX 137EASTPOINTEMI480210137GENERAL FUNDS$500HISTORICAL SOCIETY
SOLANUS MISSION ASSOCIATION
1820 MT ELLIOTT STREETDETROITMI48207GENERAL FUND$500
DOMINICAN SISTERS OF MARY
4597 WARREN ROADANN ARBORMI48105GENERAL FUND$5,000MOTHER OF THE EUCHARIST
ASSOCIATION OF THE MIRACULOUS MEDAL
1811 WEST SAINT JOSEPH STPERRYVILLEMO63775GENERAL FUND$50
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$215,600TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$2ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCTG FEES TAX PREPCategoryTxt
Amt$1,866Amt
Disbursements Charitable Prps$1,866DisbursementsCharitablePrpsAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEECategoryTxt
Legal Fees$1,245LegalFeesAmt
Disbursements Charitable Prps$1,245DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc
EXPENSES
BANK FEES

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.