FURP.ORG / PUBLIC DATA EXPLORER

CALLIOPE JOY FOUNDATION: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
CALLIOPE JOY FOUNDATION (EIN 90-1005140)
Tax period
2021-03-01 to 2022-02-28
Filed
2023-01-17
IRS object ID
202330179349301438
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

FieldValueIRS element (for citing)
Return2023-01-17T15:13:04-05:00ReturnTs
Tax Period End2022-02-28TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN232851329PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MC CARTHY & CO PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1492 NORRISTOWN RD STE 160AddressLine1Txt
CityBLUE BELLCityNm
State AbbreviationPAStateAbbreviationCd
ZIP194222339ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-03-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN901005140EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CALLIOPE JOY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCALLBusinessNameControlTxt
Phone6106641588PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1420 CONSHOHOCKEN STATE ROADAddressLine1Txt
CityBALA CYNWYDCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19004ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARIA KEFALASPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6106641588PhoneNum
Signature2023-01-16SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMARIEPersonFirstNm
Person LastKEFALASPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGARY WILLIAMSPreparerPersonNm
PTINP00158339PTIN
Phone6108281900PhoneNum
Preparation2023-01-12PreparationDt
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-03-07 01:45:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMARIA KEFALASPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1420 CONSHOHOCKEN STATE ROADAddressLine1Txt
CityBALA CYNWYDCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19004ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$243,385GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2013FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionTO RAISE MONEY FOR CHILDREN AND THEIR FAMILIES IMPACTED BY LEUKODYSTROPHIESActivityOrMissionDesc
Voting Members Governing Body1VotingMembersGoverningBodyCnt
Voting Members Independent1VotingMembersIndependentCnt
Total Employee1TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$175,557PYContributionsGrantsAmt
CY Contributions Grants$238,356CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$340PYInvestmentIncomeAmt
CY Investment Income$31CYInvestmentIncomeAmt
CY Other Revenue-$15,269CYOtherRevenueAmt
PY Total Revenue$175,897PYTotalRevenueAmt
CY Total Revenue$223,118CYTotalRevenueAmt
PY Grants And Similar Paid$30,692PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$34,686CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$33,015PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$55,491CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$38,379CYTotalFundraisingExpenseAmt
PY Other Expenses$96,783PYOtherExpensesAmt
CY Other Expenses$148,966CYOtherExpensesAmt
PY Total Expenses$160,490PYTotalExpensesAmt
CY Total Expenses$239,143CYTotalExpensesAmt
PY Revenues Less Expenses$15,407PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$16,025CYRevenuesLessExpensesAmt
Total Assets BOY$231,369TotalAssetsBOYAmt
Total Assets EOY$207,880TotalAssetsEOYAmt
Total Liabilities BOY$7,464TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$223,905NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$207,880NetAssetsOrFundBalancesEOYAmt
MissionTO RAISE MONEY FOR CHILDREN AND THEIR FAMILIES IMPACTED BY LEUKODYSTROPHIESMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$43,104ExpenseAmt
Grant$34,686GrantAmt
DescFUNDS USED TO PROVIDE NEEDED CARE PACKAGES AND GRANTS TO FAMILIES, AND PROVIDE FELLOWSHIPS AND RESEARCH GRANTS TO HOSPITALS.Desc
Total Program Service Expenses$43,104TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredfalseScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee1EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members1GoverningBodyVotingMembersCnt
Independent Voting Member1IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonMARIA KEFALASPersonNm
Phone6106641588PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1420 CONSHOHOCKEN STATE ROADAddressLine1Txt
CityBALA CYNWYDCityNm
State AbbreviationPAStateAbbreviationCd
ZIP190042621ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp

FieldValueIRS element (for citing)
PersonMARIA KEFALASPersonNm
TitleTRUSTEETitleTxt
Average Hours Per Week20.00AverageHoursPerWeekRt
Individual Trustee Or DirectorYes (X)IndividualTrusteeOrDirectorInd
Reportable Comp From Org$0ReportableCompFromOrgAmt
Reportable Comp From Rltd Org$0ReportableCompFromRltdOrgAmt
Other Compensation$0OtherCompensationAmt
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$238,356AllOtherContributionsAmt
Total Contributions$238,356TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$31TotalRevenueColumnAmt
Exclusion$31ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Direct Expenses$20,267FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$20,267TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescCREDIT CARD ADJUSTMENTDesc
Total Revenue Column$4,998TotalRevenueColumnAmt
Exclusion$4,998ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$4,998OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$223,118TotalRevenueColumnAmt
Exclusion$5,029ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$15,000TotalAmt
Program Services$15,000ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$19,686TotalAmt
Program Services$19,686ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$51,345TotalAmt
Management And General$51,345ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$4,146TotalAmt
Management And General$4,146ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$33,917TotalAmt
Management And General$33,917ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$22,734TotalAmt
Management And General$22,734ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$39,096TotalAmt
Program Services$8,156ProgramServicesAmt
Management And General$30,940ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$38,379TotalAmt
Fundraising$38,379FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,317TotalAmt
Program Services$262ProgramServicesAmt
Management And General$1,055ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$3,131TotalAmt
Management And General$3,131ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,107TotalAmt
Management And General$1,107ManagementAndGeneralAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$157TotalAmt
Management And General$157ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$2,746TotalAmt
Management And General$2,746ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$11TotalAmt
Management And General$11ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,438TotalAmt
Management And General$2,438ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmt
PROFESSIONAL MEMBERSHIPS$2,991$2,991
FILING/REGISTRATION FEES$650$650
BANK FEES$292$292

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$239,143TotalAmt
Program Services$43,104ProgramServicesAmt
Management And General$157,660ManagementAndGeneralAmt
Fundraising$38,379FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$231,369BOYAmt
EOY$207,880EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$231,369BOYAmt
EOY$207,880EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$7,464BOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$7,464BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$223,905BOYAmt
EOY$207,880EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$223,905BOYAmt
EOY$207,880EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$231,369BOYAmt
EOY$207,880EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$16,025ReconcilationRevenueExpnssAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$112,551CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$74,641CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$254,100CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$175,557CurrentTaxYearMinus1YearAmt
Current Tax Year$238,356CurrentTaxYearAmt
Total$855,205TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$112,551CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$74,641CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$254,100CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$175,557CurrentTaxYearMinus1YearAmt
Current Tax Year$238,356CurrentTaxYearAmt
Total$855,205TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$411,575SubstantialContributorsTotAmt
Public Support Total170$443,630PublicSupportTotal170Amt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year$4,029CurrentTaxYearAmt
Total$4,029TotalAmt
FieldValueIRS element (for citing)
Total Support$859,234TotalSupportAmt
Gross Receipts Rltd Activities$404,894GrossReceiptsRltdActivitiesAmt
Public Support CY1700.51630PublicSupportCY170Pct
Public Support PY1700.61080PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedfalseGrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1CHILDRENS HOSPITAL OF PHILADELPHIABusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line13401 CIVIC CENTER BLVDAddressLine1Txt
CityPHLIADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19104ZIPCd
FieldValueIRS element (for citing)
Cash Grant$15,000CashGrantAmt
Purpose Of GrantRESEARCH ACTIVITYPurposeOfGrantTxt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeTRAVEL & OTHER GRANTSGrantTypeTxt
Cash Grant$19,686CashGrantAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 6, PART VI, LINE 11BTRUSTEES REVIEW ALL DOCUMENTATION
FORM 990, PAGE 6, PART VI, LINE 19NO DOCUMENTS AVAILABLE TO THE PUBLIC
FORM 990, PART IX, LINE 11GCARE PACKAGES 3,156 0 0 SUMMER FELLOWSHIPS 5,000 0 0 CONTRACT SERVICES 0 20,219 0 PAYROLL EXPENSES 0 1,158 0 CONSULTING 0 9,563 0 TOTAL 8,156 30,940 0