FURP.ORG / PUBLIC DATA EXPLORER

CALLIOPE JOY FOUNDATION: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
CALLIOPE JOY FOUNDATION (EIN 90-1005140)
Tax period
2019-03-01 to 2020-02-29
Filed
2021-07-02
IRS object ID
202141839349300104
Schema version
2019v5.0
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)
Return2021-07-02T08:48:00-05:00ReturnTs
Tax Period End2020-02-29TaxPeriodEndDt

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 Line1454 GERMANTOWN PIKEAddressLine1Txt
CityLAFAYETTE HILLCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19444ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-03-01TaxPeriodBeginDt

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
Signature2020-05-31SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGARY WILLIAMSPreparerPersonNm
PTINP00158339PTIN
Phone6108281900PhoneNum
Preparation2021-07-02PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
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$484,412GrossReceiptsAmt
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 Body2VotingMembersGoverningBodyCnt
Voting Members Independent2VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$74,641PYContributionsGrantsAmt
CY Contributions Grants$254,100CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
CY Investment Income$963CYInvestmentIncomeAmt
PY Other Revenue$30,685PYOtherRevenueAmt
CY Other Revenue$127,614CYOtherRevenueAmt
PY Total Revenue$105,326PYTotalRevenueAmt
CY Total Revenue$382,677CYTotalRevenueAmt
CY Grants And Similar Paid$125,477CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$13,161CYTotalFundraisingExpenseAmt
PY Other Expenses$77,659PYOtherExpensesAmt
CY Other Expenses$105,594CYOtherExpensesAmt
PY Total Expenses$77,659PYTotalExpensesAmt
CY Total Expenses$231,071CYTotalExpensesAmt
PY Revenues Less Expenses$27,667PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$151,606CYRevenuesLessExpensesAmt
Total Assets BOY$64,467TotalAssetsBOYAmt
Total Assets EOY$218,539TotalAssetsEOYAmt
Total Liabilities EOY$2,466TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$64,467NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$216,073NetAssetsOrFundBalancesEOYAmt
MissionTO RAISE MONEY FOR CHILDREN AND THEIR FAMILIES IMPACTED BY LEUKODYSTROPHIESMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$168,919ExpenseAmt
Grant$125,477GrantAmt
DescFUNDS USED TO PROVIDE NEEDED CARE PACKAGES AND GRANTS TO FAMILIES, AND PROVIDE FELLOWSHIPS AND RESEARCH GRANTS TO HOSPITALS.Desc
Total Program Service Expenses$168,919TotalProgramServiceExpensesAmt
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 ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
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
Employee0EmployeeCnt
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
ZIP190042621ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (2 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
MARIA KEFALAS
TRUSTEE20.00Yes (X)$0$0$0
PATRICK CARR
TRUSTEE10.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$254,100AllOtherContributionsAmt
Total Contributions$254,100TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$963TotalRevenueColumnAmt
Related Or Exempt Func Income$963RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$229,349FundraisingGrossIncomeAmt
Fundraising Direct Expenses$101,735FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$127,614TotalRevenueColumnAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$382,677TotalRevenueColumnAmt
Related Or Exempt Func Income$963RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$125,477TotalAmt
Program Services$125,477ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$824TotalAmt
Management And General$824ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$4,898TotalAmt
Management And General$4,898ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$43,442TotalAmt
Program Services$43,442ProgramServicesAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$13,161TotalAmt
Fundraising$13,161FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$13,338TotalAmt
Management And General$13,338ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$4,005TotalAmt
Management And General$4,005ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$24,344TotalAmt
Management And General$24,344ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmt
MISCELLANEOUS$850$850
PROFESSIONAL MEMBERSHIPS$349$349
BANK FEES$208$208
FILING/REGISTRATION FEES$175$175

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$231,071TotalAmt
Program Services$168,919ProgramServicesAmt
Management And General$48,991ManagementAndGeneralAmt
Fundraising$13,161FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$64,467BOYAmt
EOY$218,539EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$64,467BOYAmt
EOY$218,539EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
EOY$2,466EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$2,466EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$64,467BOYAmt
EOY$216,073EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$64,467BOYAmt
EOY$216,073EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$64,467BOYAmt
EOY$218,539EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$151,606ReconcilationRevenueExpnssAmt
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$24,705CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$86,539CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$112,551CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$74,641CurrentTaxYearMinus1YearAmt
Current Tax Year$254,100CurrentTaxYearAmt
Total$552,536TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$24,705CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$86,539CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$112,551CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$74,641CurrentTaxYearMinus1YearAmt
Current Tax Year$254,100CurrentTaxYearAmt
Total$552,536TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$212,898SubstantialContributorsTotAmt
Public Support Total170$339,638PublicSupportTotal170Amt
Total Support$552,536TotalSupportAmt
Gross Receipts Rltd Activities$404,523GrossReceiptsRltdActivitiesAmt
Public Support CY1700.61470PublicSupportCY170Pct
Public Support PY1700.97200PublicSupportPY170Pct
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 G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1CUPCAKE FUNDRAIEvent1Nm
Gross Receipts Event1$229,349GrossReceiptsEvent1Amt
Gross Revenue Event1$229,349GrossRevenueEvent1Amt
Non Cash Prizes Event1$2,176NonCashPrizesEvent1Amt
Rent Facility Costs Event1$67,618RentFacilityCostsEvent1Amt
Food And Beverage Event1$7,539FoodAndBeverageEvent1Amt
Entertainment Event1$3,963EntertainmentEvent1Amt
Other Direct Expenses Event1$20,439OtherDirectExpensesEvent1Amt
Gross Receipts Total$229,349GrossReceiptsTotalAmt
Gross Revenue Total Events$229,349GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$2,176NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$67,618RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$7,539FoodAndBeverageTotalEventsAmt
Entertainment Total Events$3,963EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$20,439OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$101,735DirectExpenseSummaryEventsAmt
Net Income Summary$127,614NetIncomeSummaryAmt

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$125,000CashGrantAmt
Purpose Of GrantRESEARCH ACTIVITYPurposeOfGrantTxt

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 23,646 0 0 SUMMER FELLOWSHIPS 5,000 0 0 TRAVEL GRANTS 3,620 0 0 OUTREACH AND EDUCATION 11,176 0 0 TOTAL 43,442 0 0