JAMES F CAUSLEY JR FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
JAMES F CAUSLEY JR FAMILY FOUNDATION (EIN 38-3534503)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-10
IRS object ID
202331309349101908
Schema version
2022v5.0
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)
Return2023-05-10T12:40:51-04:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

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 Begin2022-01-01TaxPeriodBeginDt

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
Signature2023-05-10SignatureDt
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
Preparation2023-05-10PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$7FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$407,000ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$1InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss$407,001TotalRevAndExpnssAmt
Total Net Invst Incm$1TotalNetInvstIncmAmt
Total Adj Net Incm$1TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,815AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$1,815AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$39OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$39OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,854TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,854TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$405,400ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$405,400ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$407,254TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$407,254TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$253ExcessRevenueOverExpensesAmt
Net Investment Income$1NetInvestmentIncomeAmt
Adjusted Net Income$1AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$260CashBOYAmt
Cash EOY$7CashEOYAmt
Cash EOYFMV$7CashEOYFMVAmt
Total Assets BOY$260TotalAssetsBOYAmt
Total Assets EOY$7TotalAssetsEOYAmt
Total Assets EOYFMV$7TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$260NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$7NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$260TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$260TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$260TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$253ExcessRevenueOverExpensesAmt
Subtotal$7SubtotalAmt
Tot Net Ast Or Fund Balances EOY$7TotNetAstOrFundBalancesEOYAmt

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 ContributorsYes (true)NewSubstantialContributorsInd
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$19,553AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$19,553TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$19,553AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$293CashDeemedCharitableAmt
Net Vl Noncharitable Assets$19,260NetVlNoncharitableAssetsAmt
Minimum Investment Return$963MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$963MinimumInvestmentReturnAmt
Distributable Before Adj$963DistributableBeforeAdjAmt
Distributable Before Ded$963DistributableBeforeDedAmt
Distributable As Adjusted$963DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$407,254ExpensesAndContributionsAmt
Qualifying Distributions$407,254QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$963DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$388,963ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$733,406ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$613,963ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$366,826ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$429,600ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,532,758TotalExcessDistributionCyovAmt
Qualifying Distributions$407,254QualifyingDistributionsAmt
Applied To Current Year$963AppliedToCurrentYearAmt
Remaining Distri From Corpus$406,291RemainingDistriFromCorpusAmt
Total Corpus$2,939,049TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$388,963ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,550,086ExcessDistriCyovToNextYrAmt
Excess From Year4$733,406ExcessFromYear4Amt
Excess From Year3$613,963ExcessFromYear3Amt
Excess From Year2$366,826ExcessFromYear2Amt
Excess From Year1$429,600ExcessFromYear1Amt
Excess From Current Year$406,291ExcessFromCurrentYearAmt

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 (31 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtBusiness Name Line2RecipientBusinessName/BusinessNameLine2TxtRecipient Foundation StatusRecipientFoundationStatusTxtAddress Line2RecipientUSAddress/AddressLine2Txt
ALLIANCE DEFENDING FREEDOM
15100 N 90TH STREETSCOTTSDALEAZ85260GENERAL FUND$15,000
AMERICAN CORNERSTONE INSTITUTE
50 F STREET NW SUITE 530WASHINGTONDC20001GENERAL FUND$5,000
ARCHDIOCESE OF DETROIT
12 STATE STDETROITMI48226GENERAL FUND$25,000
CAPUCHIN FRANCISCAN PROVINCE OF
1820 MT ELLIOTT STDETROITMI48207GENERAL FUND$1,000ST JOSEPH
CAPUCHIN SOUP KITCHEN
1820 MT ELLIOTT STDETROITMI48207GENERAL OPERATING FUND$2,000PUBLIC
CONSERVATIVE PARTNERSHIP INSTITUTE
300 INDEPENDENCE AVE SEWASHINGTONDC20003GENERAL FUND$20,000
CROSS CATHOLIC OUTREACH
2700 N MILITARY TRAILBOCA RATONFL33427GENERAL FUND$2,500SUITE 300
DISABLED AMERICAN VETERANS
3725 ALEXANDRIA PIKECOLD SPRINGKY41076GENERAL FUND$250
FRANCISAN FRIARS OF THE ATONEMENT
PO BOX 301GARRISONNY10524GENERAL FUND$200
FRANCISCAN MISSIONARY SISTERS OF
38 WILEY ROADBELMONTMA02478GENERAL FUND$25,000AFRICA
GRACE CENTER FOUNDATION
PO BOX 112692NAPLESFL34108GENERAL FUND$20,000
JUDICIAL WATCH
425 THIRD ST SW SUITEWASHINGTONDC20024GENERAL OPERATING FUND$100,000PUBLIC
NATIONAL LEGAL AND POLICY CENTER
107 PARK WASHINGTON COURTFALLS CHURCHVA22046GENERAL FUND$7,000NLPC
NATIONAL RETIREMENT FUND FOR
3211 4TH STREET NEWASHINGTONDC200171194GENERAL FUND$100,000RELIGIOUS
NATIONAL RIGHT TO WORK LEGAL DEFENS
8001 BRADDOCK ROADSPRINGFIELDVA22160GENERAL OPERATING FUND$40,000FOUNDATIONPUBLICSUITE 600
NATIONAL SHRINE
400 MICHIGAN AVENUE NEWASHINGTONDC20017GENERAL FUND$250
PRAGERU
15021 VENTURA BLVD 552SHERMAN OAKSCA91403GENERAL FUND$1,000
PUBLIC INTEREST LEGAL FOUNDATION
32 E WASHINGTON STINDIANAPOLISIN46204GENERAL FUND$2,500SUITE 1675
RHEMA INTERNATIONAL
PO BOX 82085ROCHESTERMI48308GENERAL OPERATING FUND$1,000MINISTRIESPUBLIC
SAN FRANCESCO CHURCH
22870 S NUNNELEY RDCLINTON TWPMI48035GENERAL FUND$1,000
SECOND AMENDMENT FOUNDATION
12500 NE TENTH PLACEBELLEVUEWA98005GENERAL FUND$1,000
SERVANTS OF JESUS
3142 WEISS ASAGINAWMI48602GENERAL FUND$2,000
SISTERS OF ST FRANCIS OF ASSISI
3221 SOUTH LAKE DRIVEST FRANCISWI53235GENERAL FUND$100
SOLANUS CASEY CENTER
1780 MT ELLIOTT STREETDETROITMI48207GENERAL FUND$10,000
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$2,000
ST WILLIAM CHURCH
750 SEAGATENAPLESFL34103GENERAL OPERATING FUND$5,500PUBLIC
TURNING POINT USA
4940 EAST BEVERLY ROADPHOENIXAZ85044GENERAL FUND$1,000
YOUNG AMERICA'S
11480 COMMERCE PARK DRIVERESTONVA20191GENERAL FUND$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$405,400TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1TotalIncomeProducingActyAmt

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$1,815Amt
Disbursements Charitable Prps$1,815DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
BANK FEES$39$39

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