2024-12-11T15:19:40-05:00 2024-06-30 364538293 LUDWIG KLEWER & RUDNER PLLC 4783 E CAMP LOWELL DR TUCSON AZ 85712 990PF 2023-07-01 455596626 DECLARATION OF TRUST OF THE JOSEPH AND MARY CACIOPPO FOUNDATION DECL 5203260703 4769 E CAMP LOWELL DRIVE TUCSON AZ 85712 MICHAEL-ANNE YOUNG TRUSTEE/CEO 5203260703 2024-12-05 true CHRIS WM LUDWIG CPA P00539132 5205450500 2024-12-06 2023 2024-10-15 13:58:12Z X 12963360 X X 22445 22445 185323 185323 -45 136 207723 207768 171167 171167 5800 5800 18159 18159 3235 3235 5190 5190 2356 2356 4558 2458 2458 75025 75025 287948 0 283390 338877 338877 626825 0 622267 -419102 207768 7687225 7265615 7265615 1944 683 1944 1944 1908090 1912200 5367815 324119 114826 213851 209293 327986 9809849 9389052 12963360 3056 1361 3056 1361 X 9806793 9387691 9806793 9387691 9809849 9389052 9806793 -419102 9387691 9387691 2888 2888 2888 2000 2000 X 888 false false false false false false false true true AZ true false false false false true N/A THE TRUST 5203260703 4769 E CAMP LOWELL DRIVE TUCSON AZ 85712 false false false false true false false false false false false false false false false false false false false false false MICHAEL-ANNE YOUNG 4769 E CAMP LOWELL DRIVE TUCSON AZ 85712 TRUSTEE/CEO 40.00 171167 4938 0 NONE NONE N/A 4799872 7586131 0 12386003 12386003 0 12386003 619300 619300 2888 2888 616412 616412 616412 622267 622267 616412 1977 1977 622267 616412 5855 7832 0 7832 1977 5855 DEC OF TRUST OF JOSEPH AND MARY FND MICHAEL-ANNE YOUNG CEO 4769 EAST CAMP LOWELL DRIVE TUCSON AZ 85712 5203260703 CONTACT CHIEF EXECUTIVE OFFICER IN WRITING. CONTACT CHIEF EXECUTIVE OFFICER IN WRITING. ALL GRANT DISTRIBUTIONS ARE MADE TO ORGANIZATIONS WHICH QUALIFY TO RECEIVE AMOUNTS CLASSIFIED AS CHARITABLE DEDUCTIONS UNDER IRS CODE SECTION 170(C). HILLSDALE COLLEGE 33 E COLLEGE STREET HILLSDALE MI 49242 EDUCATION PROGRAMING DEVELOPMENT 197000 UNIVERSITY OF ARIZONA FOUNDATION 1111 N CHERRY AVENUE TUCSON AZ 85721 SOREN RESEACH PROJECT 54877 COLLEGE OF THE CUMBERLANDS 6178 COLLEGE STATION DR WILLIAMSBURG KY 40769 TUITION / WORKMANSHIP PROGRAM 50000 PHILANTHROPY ROUNDTABLE 1120 20TH STREET 550 WASHINGTON DC 20036 PROGRAM SUPPORT 20000 WRIGHT FLIGHT 7075 S PLUMER AVE 14 TUCSON AZ 85756 EDUCATIONAL SUPPORT 17000 338877 14 22445 14 185323 14 -45 207723 207723 false false false false false false false false false false ACCOUNTING FEES 5190 5190 BUILDING 2001-06-06 155162 85686 S/L 39.0000 3978 LAND 2001-02-27 87750 LEASEHOLD IMPROVEMENTS 2013-06-29 22597 5838 S/L 39.0000 580 PHONE SYSTEM 2001-05-24 8100 8100 S/L 12.0000 SIGNS 2001-09-27 2785 2785 S/L 12.0000 WOOD BLINDS 2001-05-30 2489 2489 S/L 12.0000 COPIER 2009-07-13 1622 1622 S/L 5.0000 7 CEILING FANS W. REMOTES 2001-04-30 1261 1261 S/L 12.0000 OPTIPLEX SOFTWARE 2007-08-16 1206 1206 S/L 5.0000 ALARM SYSTEM 2001-05-30 989 989 S/L 12.0000 BLINDS FRONT DOOR 2013-07-23 292 292 S/L 10.0000 NET LONG TERM CAPITAL GAINS - 5160 2022-10 PURCHASE 2023-10 136 181 -45 APPLE INC 285763 905666 VANGUARD S&P 500 GROWTH 181635 354802 TESLA INC 145237 573852 NORTHROP GRUMMAN CO 129695 250729 COSTCO WHOLESALE CO 120307 510392 MC DONALDS CORP 112821 165646 SPDR S&P MIDCAP 400 ETF 109307 206006 INVESCO DYNAMIC LARGE 77463 190924 LILLY ELI & CO 73500 452690 VANGUARD DIVIDEND 70948 114094 APPLE INC 64061 258585 INVESCO DYNAMIC LARGE 62493 122791 MICROSOFT CORP 59790 536340 WISDOMTREE US MIDCAP DIVIDEND ETF 59736 93540 PEPSICO INC 59717 74219 AMAZON.COM INC 59715 96625 INVSC QQQ TRUST SRS 1 55362 95822 FIRST TRUST INTERNET 52644 81976 THOMSON REUTERS CORP 52235 186776 NEXSTAR MEDIA GROUP 35957 33036 GATEWAY FUND CL Y 30164 43664 INVESO HIGH YIELD 13650 19640 BUILDING 155162 89664 65498 155000 BUILDING IMPROVEMENTS 38221 22042 16179 40000 FURNITURE AND EQUIPMENT 3120 3120 3120 ART 39866 39866 39866 LAND 87750 87750 90000 LEGAL FEES 3235 3235 EXPENSES INTERNET/DATABASE 19727 19727 HEALTH AND DENTAL INSURANCE 15410 15410 ORGANIZATIONAL SUPPORT 12031 12031 OFFICE EXPENSE 12019 12019 INSURANCE - BUILDING 3850 3850 LOT ASSESSMENT 3240 3240 TELEPHONE 2835 2835 UTILITIES 2560 2560 MAINTENANCE EXPENSE 2105 2105 FNDN EDUCATION/GRANT RELATED 1248 1248 INCOME TAX 2356 2356