JOE BERETTA FOUNDATION: Form 990EZ, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- JOE BERETTA FOUNDATION (EIN 81-3849103)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2023-01-19
- IRS object ID
- 202320199349200307
- Schema version
- 2021v4.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-01-19T09:44:16-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 813849103 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOE BERETTA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOEB | BusinessNameControlTxt |
| Foreign Phone | 6158527804 | ForeignPhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 777 | AddressLine1Txt |
| City | MOUNT JULIET | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 371223532 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | David Shepherd | PersonNm |
| Person Title | 11 15 22 | PersonTitleTxt |
| Signature | 2023-01-19 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | www.tjbf.org | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $167,393 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $68,574 | ContributionsGiftsGrantsEtcAmt |
| Fundraising Gross Income | $71,030 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $27,789 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $43,241 | SpecialEventsNetIncomeLossAmt |
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $0 | GrossProfitLossSlsOfInvntryAmt |
| Other Revenue Total | $27,789 | OtherRevenueTotalAmt |
| Total Revenue | $139,604 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $78,740 | GrantsAndSimilarAmountsPaidAmt |
| Salaries Other Comp Empl Bnft | $36,795 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $3,000 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $4,665 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $34,651 | OtherExpensesTotalAmt |
| Total Expenses | $157,851 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$18,247 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $317,710 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $239 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $299,702 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $319,321 | BOYAmt |
| EOY | $299,314 | EOYAmt |
Land And Buildings LandAndBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $388 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $319,321 | BOYAmt |
| EOY | $299,702 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,611 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $317,710 | BOYAmt |
| EOY | $299,702 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | Tomeettheessentialnonmedicalneedsofadvancedheartfailurepatients,caregiversandtheirfamilies. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (4 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| Locallodging:TJBFpaysforlocallodgingforVADandtransplantfamilies.Withthisamountwewereabletoprovide359nightsoflodgingforfamiliesgettingtreatmentatlocalhospitals.Withoutthesefundsfamilieswouldnotbeabletorelocatetoreceivelifesavingtreatment. | $0 | $12,215 |
| Shorttermrelief:TJBFoffsetsothernonmedicalcoststhatfamiliesmighthavewhilereceivingtreatmentatlocalhospitals.Costsincludebillsathome,costsoftransportationandcostsoffoodwhileinNashvilleorPittsburgh | $0 | $32,325 |
| CarePackages holidaygiftsmeals.TJBFprovidescarepackagesforpatientsandfamiliesaswellasholidaygiftsormealsforallmajorholidays | $0 | $3,000 |
| Amount of executive director's salary spent working with target population. | $31,200 | $31,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $78,740 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (24 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| David Shepherd | ||||
| Executive DIrector | 40.00 | $52,000 | $12,131 | $0 |
| Lillian Beretta | ||||
| Board President | 10.00 | $0 | $0 | $0 |
| Andrew Wharton | ||||
| Board Vice President | 5.00 | $0 | $0 | $0 |
| Gabrielle Shepherd | ||||
| Board Secretary | 5.00 | $0 | $0 | $0 |
| Angelo Roman | ||||
| Finance Chair | 5.00 | $0 | $0 | $0 |
| Ken Schnarrs | ||||
| Board Treasurer | 2.00 | $0 | $0 | $0 |
| Bob Dougherty | ||||
| Executive Committee Member | 5.00 | $0 | $0 | $0 |
| Gloria Andreozzi | ||||
| Executive Committee Member | 5.00 | $0 | $0 | $0 |
| Samantha Beretta | ||||
| Board Member | 1.00 | $0 | $0 | $0 |
| Joseph Beretta | ||||
| Board Member | 1.00 | $0 | $0 | $0 |
| Beth Roman | ||||
| Board Member | 2.00 | $0 | $0 | $0 |
| Nadine Oglesby | ||||
| Board Member | 1.00 | $0 | $0 | $0 |
| Albert Jones | ||||
| Board Member | 1.00 | $0 | $0 | $0 |
| Marla Cochran | ||||
| Board Member | 1.00 | $0 | $0 | $0 |
| Sharon Smith | ||||
| Board Member | 2.00 | $0 | $0 | $0 |
| Donald Andreozzi | ||||
| Board Member | 2.00 | $0 | $0 | $0 |
| Cayce Ake | ||||
| Board Member | 1.00 | $0 | $0 | $0 |
| Gerard Yanuzzi | ||||
| Board Member | 1.00 | $0 | $0 | $0 |
| Erin Hutlinger | ||||
| Board Member | 1.00 | $0 | $0 | $0 |
| Mark Wasko | ||||
| Board Member | 1.00 | $0 | $0 | $0 |
| Carrie Burdy | ||||
| Board Member | 1.00 | $0 | $0 | $0 |
| Yancy Belcher | ||||
| Board Member | 1.00 | $0 | $0 | $0 |
| Lynn Turner | ||||
| Board Member | 1.00 | $0 | $0 | $0 |
| Daniel Roman | ||||
| Board Member | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | David Shepherd | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 935 Pleasant Grove Road | AddressLine1Txt |
| City | Mount Juliet | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37122 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5403273940 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $111,573 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $132,470 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $122,204 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $137,159 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $139,604 | CurrentTaxYearAmt |
| Total | $643,010 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $111,573 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $132,470 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $122,204 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $137,159 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $139,604 | CurrentTaxYearAmt |
| Total | $643,010 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $105,000 | SubstantialContributorsTotAmt |
| Public Support Total170 | $538,010 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $643,010 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $643,010 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.84 | PublicSupportCY170Pct |
| Public Support PY170 | 0 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II - Line 10 | FormAndLineReferenceDesc |
| Explanation | | Year:, Amount:, Description:| 2017, , | 2018, | 2019, | 2020, | 2021, | | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Gala | Event1Nm |
| Gross Receipts Event1 | $37,191 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $4,303 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $32,888 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $0 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $0 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $6,578 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $0 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $1,200 | OtherDirectExpensesEvent1Amt |
| Event2 | River Cruise | Event2Nm |
| Gross Receipts Event2 | $34,881 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $4,783 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $30,098 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $0 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $2,935 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $9,000 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $2,990 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $0 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $1,500 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $16,357 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $8,313 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $8,044 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $0 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $0 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $0 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $0 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $1,500 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $2,085 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $88,429 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $17,399 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $71,030 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $0 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $2,935 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $9,000 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $9,568 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $1,500 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $4,785 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $27,788 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $43,242 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, line 8 | | Other Revenues:, Amount:| Event sponsorship funds that were directly offset by expenses., $27789| |
| Part I, line 10 | | Grants And Similar Amounts Paid:, Amount:| These funds were used to provide financial relief for families receiving heart failure treatment at hospitals located in Pittsburgh pa and Nashville TN. Amount includes portion of executive director salary spent working with clients on programming., $78740| |
| Part I, line 16 | | Other Expenses:, Amount:| Other expenses: Event costs $27789 Insurance 1677 Promotions 958 Website 971 Subscriptions 1218 Business Fees 480 Accounting fees 1460 Supplies 100, $34651| |
| Part I, line 20 | | Explanation:, Amount:| , $239| |
| Part II, line 24 | | Explanation:, BOYAmount:, EOYAmount:| Payroll Asset, $0, $388| |
| Part II, line 26 | | Explanation:, BOYAmount:, EOYAmount:| , $1611, $| |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | I am offering this reasonable cause explanation: I am a one man shop and though I worked with a preparer on my original paper submission clearly there was an error via a blank line. Because of such I have filed this new copy of our 2021 990ez. I spoke on the phone with Mr. Peterson ID 1000778868 earlier and he advised me on how to complete this resubmission. He was very helpful. The letter that was sent to me was sent on the 1 5. When I checked the mail at our PO Box on 1 13 it had not arrived. I left that day for a week long trip for law school and returned late on Saturday 1 21. Because of the Federal Holiday MLK Day I did not check our PO Box until late yesterday afternoon on 1 17. I am filing this today on 1 18 as it is literally the first business day where I have had an opportunity to do so. I am requesting that no penalty be assessed for being outside of the 10 day return period because I am returning literally ASAP from getting the letter. | ExplanationTxt |
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