JAMES F CAUSLEY JR FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
JAMES F CAUSLEY JR FAMILY FOUNDATION (EIN 38-3534503)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-17
IRS object ID
202111379349100461
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)
Return2021-05-17T08:22:55-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN810744756PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CANTWELL CUMMINS MOFFATT & STUART PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11301 W LONG LAKE RD STE 101AddressLine1Txt
CityTROYCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48098ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

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)
PersonJAMES F CAUSLEY JRPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5867460277PhoneNum
Signature2021-05-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJAMESPersonFirstNm
Person LastCAUSLEYPersonLastNm

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES CUMMINS CPAPreparerPersonNm
PTINP00013346PTIN
Phone2486496644PhoneNum
Preparation2021-05-12PreparationDt
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,839FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$369,000ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$2InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$2InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss$369,002TotalRevAndExpnssAmt
Total Net Invst Incm$2TotalNetInvstIncmAmt
Total Adj Net Incm$2TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$110LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl$110LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,490AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$1,490AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$36OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$36OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,636TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,636TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$365,900ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$365,900ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$367,536TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$367,536TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,466ExcessRevenueOverExpensesAmt
Net Investment Income$2NetInvestmentIncomeAmt
Adjusted Net Income$2AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,373CashBOYAmt
Cash EOY$2,839CashEOYAmt
Cash EOYFMV$2,839CashEOYFMVAmt
Total Assets BOY$1,373TotalAssetsBOYAmt
Total Assets EOY$2,839TotalAssetsEOYAmt
Total Assets EOYFMV$2,839TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,373NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$2,839NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,373TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,839TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,373TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,839TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,373TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,466ExcessRevenueOverExpensesAmt
Subtotal$2,839SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,839TotNetAstOrFundBalancesEOYAmt

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 Line1CANTWELL CUMMINSMOFFATT & STUARTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2486496644PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11301 W LONG LAKE RD SUITE 101AddressLine1Txt
CityTROYCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48098ZIPCd
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
1301 W LONG LAKE RDTROYMI48098TREASURER000.00$0$0$0SUITE 101
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$14,423AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$14,423TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$14,423AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$216CashDeemedCharitableAmt
Net Vl Noncharitable Assets$14,207NetVlNoncharitableAssetsAmt
Minimum Investment Return$710MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$710MinimumInvestmentReturnAmt
Distributable Before Adj$710DistributableBeforeAdjAmt
Distributable Before Ded$710DistributableBeforeDedAmt
Distributable As Adjusted$710DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$367,536ExpensesAndContributionsAmt
Qualifying Distributions$367,536QualifyingDistributionsAmt
Adjusted Qualifying Distri$367,536AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$710DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$450,695ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$496,652ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$388,963ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$733,406ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$613,963ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,683,679TotalExcessDistributionCyovAmt
Qualifying Distributions$367,536QualifyingDistributionsAmt
Applied To Current Year$710AppliedToCurrentYearAmt
Remaining Distri From Corpus$366,826RemainingDistriFromCorpusAmt
Total Corpus$3,050,505TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$450,695ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,599,810ExcessDistriCyovToNextYrAmt
Excess From Year4$496,652ExcessFromYear4Amt
Excess From Year3$388,963ExcessFromYear3Amt
Excess From Year2$733,406ExcessFromYear2Amt
Excess From Year1$613,963ExcessFromYear1Amt
Excess From Current Year$366,826ExcessFromCurrentYearAmt

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 (25 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtRecipient Foundation StatusRecipientFoundationStatusTxtBusiness Name Line2RecipientBusinessName/BusinessNameLine2TxtAddress Line2RecipientUSAddress/AddressLine2Txt
CATHOLIC CHARITIES
1000 PINEBROOK RDVENICEFL34285GENERAL FUND$500
CONSERVATIVE PARTNERSHIP INSTITUTE
300 INDEPENDENCE AVE SEWASHINGTONDC20003GENERAL FUND$10,000
DETROIT RESCUE MISSION
150 STIMSONDETROITMI48231GENERAL FUND$1,000
DISABLED AMERICAN VETERANS
3725 ALEXANDRIA PIKECOLD SPRINGKY41076GENERAL FUND$300
GENERAL PATTON MEMORIAL MUSUEM
62510 CHIRIACO RDCHIRIACO SUMMITCA92201GENERAL FUND$1,000
GRACE CENTER FOUNDATION
PO BOX 112692NAPLESFL34108GENERAL FUND$10,000
JUDICIAL WATCH
425 THIRD ST SW SUITEWASHINGTONDC20024GENERAL OPERATING FUND$50,000PUBLIC
MEDIA RESEARCH CENTER
325 SOUTH PATRICK STALEXANDRIAVA223143580GENERAL OPERATING FUND$50,000PUBLIC
MEN OF THE SACRED HEARTS
6200 CHICAGO ROADWARRENMI48092GENERAL FUND$1,000
NATIONAL LEGAL AND POLICY CENTER
107 PARK WASHINGTON COURTFALLS CHURCHVA22046GENERAL FUND$2,000NLPC
NATIONAL RETIREMENT FUND FOR
3211 4TH STREET NEWASHINGTONDC200171194GENERAL FUND$100,000RELIGIOUS
NATIONAL RIGHT TO WORK LEGAL DEFENS
8001 BRADDOCK ROADSPRINGFIELDVA22160GENERAL OPERATING FUND$25,000PUBLICFOUNDATIONSUITE 600
NATIONAL SHRINE
400 MICHIGAN AVENUE NEWASHINGTONDC20017GENERAL FUND$600
PARALYZED VETERANS OF AME
801 EIGHTEENTH STWASHINGTON DCDC200063517GENERAL OPERATING FUND$150PUBLIC
RHEMA INTERNATIONAL
PO BOX 82085ROCHESTERMI48308GENERAL OPERATING FUND$500PUBLICMINISTRIES
SACRED HEART SOUTHERN MISSIONS
6050 HIGHWAY 161WALLSMS38686GENERAL FUND$100
SERVANTS OF JESUS
3142 WEISS ASAGINAWMI48602GENERAL FUND$500
SISTERS OF ST BENEDICT
802 E 10TH STREETFERDINANDMI48532GENERAL FUND$250
ST HUBERT PARISH
38751 PRENTISS STHARRISON TOWNSHIPMI480452652GENERAL FUND$1,500PUBLIC
ST PETER PARISH
98 NEW STREETMOUNT CLEMENSMI48043GENERAL OPERATING FUND$1,500
ST ANN PARISH
985 3RD STREET SOUTHNAPLESFL34102GENERAL FUND$1,000
ST JOAN OF ARC
22412 OVERLAKE STREETSAINT CLAIR SHORESMI480802405CAPITAL CAMPAIGN$100,000
ST JOHN THE EVANGELIST PARISH
625 111TH AVE NNAPLESFL34108GENERAL FUND$1,000
ST WILLIAM CHURCH
750 SEAGATENAPLESFL34103GENERAL OPERATING FUND$7,000PUBLIC
YOUNG AMERICA'S
11480 COMMERCE PARK DRIVERESTONVA20191GENERAL FUND$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$365,900TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$2ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2TotalIncomeProducingActyAmt

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$1,490Amt
Disbursements Charitable Prps$1,490DisbursementsCharitablePrpsAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryGMHCategoryTxt
Legal Fees$110LegalFeesAmt
Disbursements Charitable Prps$110DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
BANK FEES$36$36

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