FURP.ORG / PUBLIC DATA EXPLORER

CALLIOPE JOY FOUNDATION: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
CALLIOPE JOY FOUNDATION (EIN 90-1005140)
Tax period
2017-03-01 to 2018-02-28
Filed
2018-09-17
IRS object ID
201802609349300905
Schema version
2017v2.3
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)
Return2018-09-17T10:40:24-04:00ReturnTs
Tax Period End2018-02-28TaxPeriodEndDt

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 Begin2017-03-01TaxPeriodBeginDt

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
Signature2018-09-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGARY WILLIAMSPreparerPersonNm
PTINP00158339PTIN
Phone6108281900PhoneNum
Preparation2018-09-10PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address96.93.58.249IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-09-17IPDt
IP Tm09:40:24IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id0289FCE271325DC2A9D68D27CF3CCABC58A91B94AtSubmissionCreationDeviceId
At Submission Filing Device Id0289FCE271325DC2A9D68D27CF3CCABC58A91B94AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2018-06-14 16:35:46ZBuildTS

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$210,681GrossReceiptsAmt
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 AFFECTED BY LEUKODYSTROPHIESActivityOrMissionDesc
Voting Members Governing Body2VotingMembersGoverningBodyCnt
Voting Members Independent2VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$86,539PYContributionsGrantsAmt
CY Contributions Grants$112,551CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
CY Investment Income$0CYInvestmentIncomeAmt
PY Other Revenue-$15,212PYOtherRevenueAmt
CY Other Revenue$33,000CYOtherRevenueAmt
PY Total Revenue$71,327PYTotalRevenueAmt
CY Total Revenue$145,551CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$25,399PYOtherExpensesAmt
CY Other Expenses$178,250CYOtherExpensesAmt
PY Total Expenses$25,399PYTotalExpensesAmt
CY Total Expenses$178,250CYTotalExpensesAmt
PY Revenues Less Expenses$45,928PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$32,699CYRevenuesLessExpensesAmt
Total Assets BOY$69,499TotalAssetsBOYAmt
Total Assets EOY$36,800TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$69,499NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$36,800NetAssetsOrFundBalancesEOYAmt
MissionTO RAISE MONEY FOR CHILDREN AND THEIR FAMILIES AFFECTED BE LEUKODYSTROPHIESMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$161,148ExpenseAmt
Revenue$112,551RevenueAmt
DescFUNDS USED TO PROVIDE NEEDED CARE PACKAGES AND GRANTS TO FAMILIES, PROVIDE FELLOWSHIPS AND RESEARCH GRANTS TO HOSPITALS.Desc
Total Program Service Expenses$161,148TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
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 OrganizationsfalseGrantsToOrganizationsInd
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 With Officer EntfalseBusinessRlnWithOfficerEntInd
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
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$112,551AllOtherContributionsAmt
Total Contributions$112,551TotalContributionsAmt
Fundraising Gross Income$98,130FundraisingGrossIncomeAmt
Fundraising Direct Expenses$65,130FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$33,000TotalRevenueColumnAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$145,551TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$3,676TotalAmt
Management And General$3,676ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$161,148TotalAmt
Program Services$161,148ProgramServicesAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,645TotalAmt
Management And General$1,645ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$7,469TotalAmt
Management And General$7,469ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$2,951TotalAmt
Management And General$2,951ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$665TotalAmt
Management And General$665ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmt
BANK FEES$521$521
FILING/REGISTRATION FEES$175$175

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$178,250TotalAmt
Program Services$161,148ProgramServicesAmt
Management And General$17,102ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$69,499BOYAmt
EOY$36,800EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$69,499BOYAmt
EOY$36,800EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$69,499BOYAmt
EOY$36,800EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$69,499BOYAmt
EOY$36,800EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$69,499BOYAmt
EOY$36,800EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$32,699ReconcilationRevenueExpnssAmt
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$20,535CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$25,757CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$24,705CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$86,539CurrentTaxYearMinus1YearAmt
Current Tax Year$112,551CurrentTaxYearAmt
Total$270,087TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$20,535CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$25,757CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$24,705CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$86,539CurrentTaxYearMinus1YearAmt
Current Tax Year$112,551CurrentTaxYearAmt
Total$270,087TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$14,588SubstantialContributorsTotAmt
Public Support Total170$255,499PublicSupportTotal170Amt
Total Support$270,087TotalSupportAmt
Gross Receipts Rltd Activities$98,130GrossReceiptsRltdActivitiesAmt
Public Support CY1700.94600PublicSupportCY170Pct
Public Support PY1700.97240PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GALAEvent1Nm
Gross Receipts Event1$98,130GrossReceiptsEvent1Amt
Gross Revenue Event1$98,130GrossRevenueEvent1Amt
Cash Prizes Event1$1,483CashPrizesEvent1Amt
Rent Facility Costs Event1$18,800RentFacilityCostsEvent1Amt
Food And Beverage Event1$5,957FoodAndBeverageEvent1Amt
Entertainment Event1$2,000EntertainmentEvent1Amt
Other Direct Expenses Event1$36,890OtherDirectExpensesEvent1Amt
Gross Receipts Total$98,130GrossReceiptsTotalAmt
Gross Revenue Total Events$98,130GrossRevenueTotalEventsAmt
Cash Prizes Total Events$1,483CashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$18,800RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$5,957FoodAndBeverageTotalEventsAmt
Entertainment Total Events$2,000EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$36,890OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$65,130DirectExpenseSummaryEventsAmt
Net Income Summary$33,000NetIncomeSummaryAmt

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 123,512 0 0 SUMMER FELLOWSHIPS 5,000 0 0 TRAVEL GRANTS 18,982 0 0 OUTREACH AND EDUCATION 13,654 0 0 TOTAL 161,148 0 0