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R & J COPE FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
R & J COPE FOUNDATION INC (EIN 82-1039876)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-02-20
IRS object ID
202510519349100326
Schema version
2024v5.0
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)
Return2025-02-20T18:36:47-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WISNIEWSKI LAW OFFICEBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1812 EAST STATE STREETAddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53202ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN821039876EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1R & J COPE FOUNDATION INCBusinessNameLine1Txt
Business Name Line2C/O WISNIEWSKI LAW OFFICEBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlR&JCBusinessNameControlTxt
Phone4142769976PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1812 EAST STATE STREETAddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53202ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKEITH E LEMEREPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4142769976PhoneNum
Signature2025-02-20SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJACK G WISNIEWSKIPreparerPersonNm
PTINP00285620PTIN
Phone4142769976PhoneNum
Preparation2025-02-20PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,071,108FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$5,274InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$5,274InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$12,741DividendsRevAndExpnssAmt
Dividends Net Invst Incm$12,741DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$72,065NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$72,065GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$72,065CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$90,080TotalRevAndExpnssAmt
Total Net Invst Incm$90,080TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$22,500CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$10,000CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$12,500CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$5,000LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$2,500LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$2,500LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,300AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$572AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$728AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$4,654OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,654OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$1,791TaxesRevAndExpnssAmt
Taxes Net Invst Incm$834TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$957TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$315OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$156OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$159OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$35,560TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$18,716TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$16,844TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$50,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$50,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$85,560TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$18,716TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$66,844TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$4,520ExcessRevenueOverExpensesAmt
Net Investment Income$71,364NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$30,115CashBOYAmt
Cash EOY$47,814CashEOYAmt
Cash EOYFMV$47,814CashEOYFMVAmt
Corporate Stock BOY$203,983CorporateStockBOYAmt
Corporate Stock EOY$344,135CorporateStockEOYAmt
Corporate Stock EOYFMV$988,018CorporateStockEOYFMVAmt
Other Investments BOY$193,946OtherInvestmentsBOYAmt
Other Investments EOY$40,615OtherInvestmentsEOYAmt
Other Investments EOYFMV$35,276OtherInvestmentsEOYFMVAmt
Total Assets BOY$428,044TotalAssetsBOYAmt
Total Assets EOY$432,564TotalAssetsEOYAmt
Total Assets EOYFMV$1,071,108TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$428,044NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$432,564NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$428,044TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$432,564TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$428,044TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$432,564TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$428,044TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$4,520ExcessRevenueOverExpensesAmt
Subtotal$432,564SubtotalAmt
Tot Net Ast Or Fund Balances EOY$432,564TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SEE ATTACHMENTP$67,971$67,971$67,971
SEE ATTACHMENTP$1,034$1,034$1,034
FieldValueIRS element (for citing)
Capital Gain Net Income$72,065CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$1,034NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$992InvestmentIncomeExciseTaxAmt
Subtotal$992SubtotalAmt
Tax Based On Investment Income$992TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$2EsPenaltyAmt
Tax Due$994TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateWIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksKEITH E LEMEREIndividualWithBooksNm
Phone4142769976PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1812 EAST STATE STREETAddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53202ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KEITH E LEMERE
812 EAST STATE STREETMILWAUKEEWI53202PRESIDENT000.00$20,000$0$0
FRANCHION K LEMERE
812 EAST STATE STREETMILWAUKEEWI53202VP / TREASUR000.00$1,250$0$0
NICHOLAS R LEMERE
812 EAST STATE STREETMILWAUKEEWI53202SECRETARY000.00$1,250$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$993,124AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$37,018AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,030,142TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,030,142AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$15,452CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,014,690NetVlNoncharitableAssetsAmt
Minimum Investment Return$50,735MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$50,735MinimumInvestmentReturnAmt
Tax Based On Investment Income$992TaxBasedOnInvestmentIncomeAmt
Total Tax$992TotalTaxAmt
Distributable Before Adj$49,743DistributableBeforeAdjAmt
Distributable Before Ded$49,743DistributableBeforeDedAmt
Distributable As Adjusted$49,743DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$66,844ExpensesAndContributionsAmt
Qualifying Distributions$66,844QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$49,743DistributableAsAdjustedAmt
Undistributed Income PY$5,687UndistributedIncomePYAmt
Qualifying Distributions$66,844QualifyingDistributionsAmt
Applied To Year1$5,687AppliedToYear1Amt
Applied To Current Year$49,743AppliedToCurrentYearAmt
Remaining Distri From Corpus$11,414RemainingDistriFromCorpusAmt
Total Corpus$11,414TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$11,414ExcessDistriCyovToNextYrAmt
Excess From Current Year$11,414ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonKEITH E LEMERERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1C/O WISNIEWSKI LAW OFFICEAddressLine1Txt
Address Line2812 EAST STATE STREETAddressLine2Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53202ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4142769976RecipientPhoneNum
Recipient Email AddressPLEASE WRITERecipientEmailAddressTxt
Form And Info And MaterialsTHE FOUNDATION DOES NOT REQUIRE A SPECIFIC APPLICATION FORMAT OR ANY PARTICULAR MATERIALS OTHER THAN AN EXPLANATION FOR THE PURPOSE OF THE PROPOSED GRANT AND A COPY OF THE PROPOSED GRANTEE'S IRS TAX EXEMPTION LETTER.FormAndInfoAndMaterialsTxt
Submission DeadlinesALL APPLICATIONS SHOULD BE SUBMITTED IN WRITING ON OR BEFORE OCTOBER 31ST OF EACH CALENDAR YEARSubmissionDeadlinesTxt
Restrictions On AwardsNO RESTRICTIONS OR LIMITATIONS ARE PLACED ON GRANTS OTHER THAN THAT WHICH IS REQUIRED TO MANTAIN THE FOUNDATION'S IRS APPROVED TAX EXEMPT STATUSRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
GUNDERSEN LUTHERAN MED FD
1836 SOUTH AVENUELACROSSEWI54601NONEMEDICAL RESEARCH$37,500
FROEDTERT HOSPITAL FD
9200 WEST WISCONSIN AVEMILWAUKEEWI53226NONEMEDICAL RESEARCH$12,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$50,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$5,274RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$12,741RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$72,065RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$90,080RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$90,080TotalIncomeProducingActyAmt

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)
CategoryPAYROLL ACCOUNTINGCategoryTxt
Amt$1,300Amt
Net Investment Income$572NetInvestmentIncomeAmt
Disbursements Charitable Prps$728DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
RBC 916
JANUS INVT FD$24,419$52,512
SPDR S&P ETF$29,905$97,865
DNP$20,681$17,640
CATERPILLAR$51,599$134,221
QUALCOMM$28,114$65,288
APPLE$21,812$50,084
RBC BASIS ADJ$3,122
RBC 918
NVIDIA$20,638$443,157
JPM EFT$50,706$50,051
ELI LILLY$93,139$77,200

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (11 entries)

Category Or ItemCategoryOrItemTxtBook ValueBookValueAmtEOYFMVEOYFMVAmt
RBC INTL 916
WESTERN ALLIANCE BK
HALEON$2,239$2,767
RBC FIXED 918
ALLSTATE 6.25%$10,075$9,299
DOUBLELINE
PIMCO
GSR MORTGAGE LN TRT$15,801$13,010
WELLS FARGO 4.75%$12,500$10,200
JPMORGAN CD
CITIBANK CD

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryWISNIEWSKI LAW OFFICECategoryTxt
Legal Fees$5,000LegalFeesAmt
Net Investment Income$2,500NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,500DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
WORKERS COMPENSATION INS$265$106$159
REGISTRATION FEE$10$10
FEDERAL EXPRESS$40$40

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryRBC INVESTMENT FEESCategoryTxt
Amt$4,654Amt
Net Investment Income$4,654NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PAYROLL TAX$1,721$764$957
EXCISE TAX$70$70

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