JAMES F CAUSLEY JR FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
JAMES F CAUSLEY JR FAMILY FOUNDATION (EIN 38-3534503)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-06-01
IRS object ID
202231529349100003
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)
Return2022-06-01T07:51:46-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

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 Begin2021-01-01TaxPeriodBeginDt

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
Signature2022-05-06SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstWILLIAMPersonFirstNm
Person LastCANTWELLPersonLastNm

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICHARD A MOFFATT CPAPreparerPersonNm
PTINP01321376PTIN
Phone2486496644PhoneNum
Preparation2022-06-01PreparationDt
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$260FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$428,000ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$3InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$3InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss$428,003TotalRevAndExpnssAmt
Total Net Invst Incm$3TotalNetInvstIncmAmt
Total Adj Net Incm$3TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,525AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$1,525AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$7OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$7OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,532TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,532TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$429,050ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$429,050ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$430,582TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$430,582TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$2,579ExcessRevenueOverExpensesAmt
Net Investment Income$3NetInvestmentIncomeAmt
Adjusted Net Income$3AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,839CashBOYAmt
Cash EOY$260CashEOYAmt
Cash EOYFMV$260CashEOYFMVAmt
Total Assets BOY$2,839TotalAssetsBOYAmt
Total Assets EOY$260TotalAssetsEOYAmt
Total Assets EOYFMV$260TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$2,839NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$260NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$2,839TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$260TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,839TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$260TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,839TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$2,579ExcessRevenueOverExpensesAmt
Subtotal$260SubtotalAmt
Tot Net Ast Or Fund Balances EOY$260TotNetAstOrFundBalancesEOYAmt

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$19,935AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$19,935TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$19,935AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$299CashDeemedCharitableAmt
Net Vl Noncharitable Assets$19,636NetVlNoncharitableAssetsAmt
Minimum Investment Return$982MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$982MinimumInvestmentReturnAmt
Distributable Before Adj$982DistributableBeforeAdjAmt
Distributable Before Ded$982DistributableBeforeDedAmt
Distributable As Adjusted$982DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$430,582ExpensesAndContributionsAmt
Qualifying Distributions$430,582QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$982DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$496,652ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$388,963ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$733,406ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$613,963ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$366,826ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,599,810TotalExcessDistributionCyovAmt
Qualifying Distributions$430,582QualifyingDistributionsAmt
Applied To Current Year$982AppliedToCurrentYearAmt
Remaining Distri From Corpus$429,600RemainingDistriFromCorpusAmt
Total Corpus$3,029,410TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$496,652ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,532,758ExcessDistriCyovToNextYrAmt
Excess From Year4$388,963ExcessFromYear4Amt
Excess From Year3$733,406ExcessFromYear3Amt
Excess From Year2$613,963ExcessFromYear2Amt
Excess From Year1$366,826ExcessFromYear1Amt
Excess From Current Year$429,600ExcessFromCurrentYearAmt

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 (33 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$10,000
AMERICAN UNITED FOR LIFE
1150 CONNECTICUT AVE NWWASHINGTONDC20036GENERAL 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
CATHOLIC FAITH APPEAL
1000 PIENBROOK RDVENICEFL34285GENERAL FUND$20,000
COALITION TO SALUTE AMERICA'S
PO BOX 96440WASHINGTONDC200906440GENERAL FUND$5,000HEROES
CONSERVATIVE PARTNERSHIP INSTITUTE
300 INDEPENDENCE AVE SEWASHINGTONDC20003GENERAL FUND$10,000
DETROIT RESCUE MISSION
150 STIMSONDETROITMI48231GENERAL FUND$500
DISABLED AMERICAN VETERANS
3725 ALEXANDRIA PIKECOLD SPRINGKY41076GENERAL FUND$250
FRANCISCAN MISSIONARY SISTERS OF
38 WILEY ROADBELMONTMA02478GENERAL FUND$25,000AFRICA
FRANCISCAN MISSIONS INC
PO BOX 130WATERFORDWI53185GENERAL FUND$250
GRACE CENTER FOUNDATION
PO BOX 112692NAPLESFL34108GENERAL FUND$20,000
JUDICIAL WATCH
425 THIRD ST SW SUITEWASHINGTONDC20024GENERAL OPERATING FUND$100,000PUBLIC
MEN OF THE SACRED HEARTS
6200 CHICAGO ROADWARRENMI48092GENERAL FUND$2,000
NATIONAL LEGAL AND POLICY CENTER
107 PARK WASHINGTON COURTFALLS CHURCHVA22046GENERAL FUND$4,000NLPC
NATIONAL RETIREMENT FUND FOR
3211 4TH STREET NEWASHINGTONDC200171194GENERAL FUND$125,000RELIGIOUS
NATIONAL RIGHT TO WORK LEGAL DEFENS
8001 BRADDOCK ROADSPRINGFIELDVA22160GENERAL OPERATING FUND$35,000FOUNDATIONPUBLICSUITE 600
NATIONAL SHRINE
400 MICHIGAN AVENUE NEWASHINGTONDC20017GENERAL FUND$500
PARALYZED VETERANS OF AME
801 EIGHTEENTH STWASHINGTON DCDC200063517GENERAL OPERATING FUND$250PUBLIC
PRAGERU
15021 VENTURA BLVD 552SHERMAN OAKSCA91403GENERAL FUND$1,000
PROJECT VERITAS
PO BOX 98217WASHINGTONDC200777284GENERAL FUND$5,000
RHEMA INTERNATIONAL
PO BOX 82085ROCHESTERMI48308GENERAL OPERATING FUND$500MINISTRIESPUBLIC
SALESIAN MISSIONS
2 LEFEVRE LANENEW ROCHELLENY108015710GENERAL FUND$50
SECOND AMENDMENT FOUNDATION
12500 NE TENTH PLACEBELLEVUEWA98005GENERAL FUND$1,250
SERVANTS OF JESUS
3142 WEISS ASAGINAWMI48602GENERAL FUND$2,000
SOCIETY FOR THE PROPOGATION OF THE
66 BROOKS DRIVEBRAINTREEMA02184GENERAL FUND$1,500FAITH
ST HUBERT PARISH
38751 PRENTISS STHARRISON TOWNSHIPMI480452652GENERAL FUND$12,000PUBLIC
ST PETER PARISH
98 NEW STREETMOUNT CLEMENSMI48043GENERAL OPERATING FUND$2,000
ST ANN PARISH
985 3RD STREET SOUTHNAPLESFL34102GENERAL FUND$3,000
ST JOHN THE EVANGELIST PARISH
625 111TH AVE NNAPLESFL34108GENERAL FUND$3,000
ST WILLIAM CHURCH
750 SEAGATENAPLESFL34103GENERAL OPERATING FUND$5,000PUBLIC
YOUNG AMERICA'S
11480 COMMERCE PARK DRIVERESTONVA20191GENERAL FUND$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$429,050TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$3ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3TotalIncomeProducingActyAmt

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$1,525Amt
Disbursements Charitable Prps$1,525DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
BANK FEES$7$7

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