FURP.ORG / PUBLIC DATA EXPLORER

CALLIOPE JOY FOUNDATION: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
CALLIOPE JOY FOUNDATION (EIN 90-1005140)
Tax period
2020-03-01 to 2021-02-28
Filed
2022-01-18
IRS object ID
202200189349301205
Schema version
2020v4.0
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)
Return2022-01-18T11:12:04-06:00ReturnTs
Tax Period End2021-02-28TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

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 Begin2020-03-01TaxPeriodBeginDt

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
Signature2022-01-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

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

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGARY WILLIAMSPreparerPersonNm
PTINP00158339PTIN
Phone6108281900PhoneNum
Preparation2022-01-13PreparationDt
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

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$175,897GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.THECALLIOPEJOYFOUNDATION.ORGWebsiteAddressTxt
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 Body2VotingMembersGoverningBodyCnt
Voting Members Independent2VotingMembersIndependentCnt
Total Employee2TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$254,100PYContributionsGrantsAmt
CY Contributions Grants$175,557CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$963PYInvestmentIncomeAmt
CY Investment Income$340CYInvestmentIncomeAmt
PY Other Revenue$127,614PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$382,677PYTotalRevenueAmt
CY Total Revenue$175,897CYTotalRevenueAmt
PY Grants And Similar Paid$125,477PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$30,692CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$33,015CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$52,766CYTotalFundraisingExpenseAmt
PY Other Expenses$105,594PYOtherExpensesAmt
CY Other Expenses$104,358CYOtherExpensesAmt
PY Total Expenses$231,071PYTotalExpensesAmt
CY Total Expenses$168,065CYTotalExpensesAmt
PY Revenues Less Expenses$151,606PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$7,832CYRevenuesLessExpensesAmt
Total Assets BOY$218,539TotalAssetsBOYAmt
Total Assets EOY$231,369TotalAssetsEOYAmt
Total Liabilities BOY$2,466TotalLiabilitiesBOYAmt
Total Liabilities EOY$7,464TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$216,073NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$223,905NetAssetsOrFundBalancesEOYAmt
MissionTO RAISE MONEY FOR CHILDREN AND THEIR FAMILIES IMPACTED BY LEUKODYSTROPHIESMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$47,778ExpenseAmt
Grant$30,692GrantAmt
DescFUNDS USED TO PROVIDE NEEDED CARE PACKAGES AND GRANTS TO FAMILIES, AND PROVIDE FELLOWSHIPS AND RESEARCH GRANTS TO HOSPITALS.Desc
Total Program Service Expenses$47,778TotalProgramServiceExpensesAmt
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 OrganizationsfalseGrantsToOrganizationsInd
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 Document2IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee2EmployeeCnt
Employment Tax Returns FiledfalseEmploymentTaxReturnsFiledInd
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 Members2GoverningBodyVotingMembersCnt
Independent Voting Member2IndependentVotingMemberCnt
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
ZIP19004ZIPCd
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$175,557AllOtherContributionsAmt
Total Contributions$175,557TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$340TotalRevenueColumnAmt
Related Or Exempt Func Income$340RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$175,897TotalRevenueColumnAmt
Related Or Exempt Func Income$340RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$30,692TotalAmt
Program Services$30,692ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$30,000TotalAmt
Management And General$30,000ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$3,015TotalAmt
Management And General$3,015ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$119TotalAmt
Management And General$119ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$42,081TotalAmt
Program Services$17,086ProgramServicesAmt
Management And General$24,995ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$52,766TotalAmt
Fundraising$52,766FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$6,042TotalAmt
Management And General$6,042ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,053TotalAmt
Management And General$1,053ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$53TotalAmt
Management And General$53ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$286TotalAmt
Management And General$286ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$122TotalAmt
Management And General$122ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmt
BOOKS/SUBSCRIPTIONS$1,573$1,573
PROFESSIONAL MEMBERSHIPS$150$150
BANK FEES$113$113

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$168,065TotalAmt
Program Services$47,778ProgramServicesAmt
Management And General$67,521ManagementAndGeneralAmt
Fundraising$52,766FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$218,539BOYAmt
EOY$231,369EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$218,539BOYAmt
EOY$231,369EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$2,466BOYAmt
EOY$7,464EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,466BOYAmt
EOY$7,464EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$216,073BOYAmt
EOY$223,905EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$216,073BOYAmt
EOY$223,905EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$218,539BOYAmt
EOY$231,369EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$7,832ReconcilationRevenueExpnssAmt
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$86,539CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$112,551CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$74,641CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$254,100CurrentTaxYearMinus1YearAmt
Current Tax Year$175,557CurrentTaxYearAmt
Total$703,388TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$86,539CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$112,551CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$74,641CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$254,100CurrentTaxYearMinus1YearAmt
Current Tax Year$175,557CurrentTaxYearAmt
Total$703,388TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$273,728SubstantialContributorsTotAmt
Public Support Total170$429,660PublicSupportTotal170Amt
Total Support$703,388TotalSupportAmt
Gross Receipts Rltd Activities$404,863GrossReceiptsRltdActivitiesAmt
Public Support CY1700.61080PublicSupportCY170Pct
Public Support PY1700.61470PublicSupportPY170Pct
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

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeTRAVEL & OTHER GRANTSGrantTypeTxt
Cash Grant$30,692CashGrantAmt

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 1,937 0 0 TRAVEL GRANTS 4,750 0 0 OUTREACH AND EDUCATION 9,245 0 0 CONTRACT SERVICES 0 17,968 0 PAYROLL EXPENSES 0 927 0 RENT 0 1,037 0 POSTAGE, MAILING SERVICES 0 1,759 0 TELEPHONE 0 1,781 0 T-SHIRTS & TOTES 1,154 0 0 MEALS 0 271 0 GIFTS 0 1,252 0 TOTAL 17,086 24,995 0