Civic Intelligence

The Joseph N Capaldo Foundation Joseph a Capaldo

990PF • Fiscal year 2018 • EIN 06-1579138

Jan 01, 2018 to Dec 31, 2018 • Filed on May 15, 2019

Organization Profile
5490 Neal RoadFort Meyers, FL 33905

(239) 693-2919

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

62nd percentile

0.00x

Higher debt load relative to revenue than 62% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

9th percentile

-61%

Higher net margin than 9% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

39th percentile

-3.1%

Faster asset growth than 39% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

44th percentile

-2.0%

Faster revenue growth than 44% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$62,841

Down $2,012 (-3.1%) from 2017

Net Assets

Down

$62,826

Down $2,027 (-3.1%) from 2017

Liabilities

Up

$15

Up $15 from 2017

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin9th percentile

Revenue

Down

$3,316

Down $69 (-2.0%) from 2017

Expenses

Down

$5,328

Down $163 (-3.0%) from 2017

Net Income

Up

-$2,012

Up $94 (+4.5%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80K$60K$40K$20K$0Assets 2011: $73,946Liabilities 2011: $02011Assets 2012: $73,603Liabilities 2012: $0Net Assets 2012: $73,6032012Assets 2013: $72,202Liabilities 2013: $1Net Assets 2013: $72,2022013Assets 2014: $70,380Liabilities 2014: $0Net Assets 2014: $70,3802014Assets 2015: $67,311Liabilities 2015: $1Net Assets 2015: $67,3112015Assets 2016: $66,964Liabilities 2016: $0Net Assets 2016: $66,9642016Assets 2017: $64,853Liabilities 2017: $0Net Assets 2017: $64,8532017Assets 2018: $62,841Liabilities 2018: $15Net Assets 2018: $62,8262018Assets 2019: $59,636Liabilities 2019: $1Net Assets 2019: $59,6362019Assets 2020: $56,863Liabilities 2020: $12020Assets 2021: $58,698Liabilities 2021: $1Net Assets 2021: $58,6982021Assets 2022: $53,485Liabilities 2022: $12022Assets 2023: $51,375Liabilities 2023: $12023

Highlighted filing

2018

Assets$62,841
Liabilities$15
Net Assets$62,826
Open 2018 Filing

Operations Trend

Revenue Growth44th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10K$5.0K$0-$5.0K-$10KRevenue 2011: $2,032Expenses 2011: $8,193Net Income 2011: -$6,1612011Expenses 2012: $4,6172012Revenue 2013: $4,575Expenses 2013: $5,976Net Income 2013: -$1,4012013Revenue 2014: $4,141Expenses 2014: $5,948Net Income 2014: -$1,8072014Revenue 2015: $2,939Expenses 2015: $5,979Net Income 2015: -$3,0402015Revenue 2016: $5,694Expenses 2016: $6,033Net Income 2016: -$3392016Revenue 2017: $3,385Expenses 2017: $5,491Net Income 2017: -$2,1062017Revenue 2018: $3,316Expenses 2018: $5,328Net Income 2018: -$2,0122018Revenue 2019: $2,836Expenses 2019: $6,011Net Income 2019: -$3,1752019Revenue 2020: $3,368Expenses 2020: $6,125Net Income 2020: -$2,7572020Revenue 2021: $8,766Expenses 2021: $6,956Net Income 2021: $1,8102021Revenue 2022: $1,674Expenses 2022: $6,872Net Income 2022: -$5,1982022Revenue 2023: $6,536Expenses 2023: $8,524Net Income 2023: -$1,9882023

Highlighted filing

2018

Revenue$3,316
Expenses$5,328
Net Income-$2,012
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 15, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSEPH A CAPALDOTrustee-$0--
HEIDI CAPALDOTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-ASSISTANCE TO INDIGENT FAMILIESINDIVIDUALOAKVILLE, CT, US$800
Paid Grant-ASSISTANCE TO INDIGENT FAMILIESINDIVIDUALSHELTON, CT, US$700
Paid Grant-ASSISTANCE TO INDIGENT FAMILIESINDIVIDUALOAKSVILLE, CT, US$700
Paid Grant-ASSITANCE TO INDIGENT FAMILIESINDIVDUALSANDY HOOK, CT, US$700
Paid Grant-ASSISTANCE TO INDEGENT FAMILIESIINDIVIDUALTRUMBULL, CT, US$400
Paid Grant-ASSISTANCE TO INDIGENT FAMILIESINDIVIDUALWATERTOWN, CT, US$400
Paid Grant-ASSISTANCE TO INDIGENT FAMILIESINDIVIDUALEAST HAMPTON, MA, US$300
Filing and Contact Details

Filer

Filer Name
The Joseph N Capaldo Foundation
EIN
06-1579138
Phone
2396932919
Address
5490 NEAL ROAD, FORT MEYERS, FL 33905

Signing Officer

Name
Joseph a Capaldo
Title
Trustee
Phone
2396932919
Signed
2019-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Bengtson & Smith Pc
Address
20 WATERSIDE DR STE 101, FARMINGTON, CT 06032-1737
Preparer
Christine Smith
Phone
8606785160
Raw XML AppendixShowing 400 of 402 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt082264
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt077699
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt080577
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt083999
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt079631
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt04115
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.240115
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt04097
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt04115
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt018
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt04115
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JOSEPH A CAPALDO
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt05490 NEAL ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine2Txt05490 NEAL ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0FORT MEYERS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd033905
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CT
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02396932919
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0700
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1700
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2700
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0ASSISTANCE TO INDIGENT FAMILIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1ASSISTANCE TO INDIGENT FAMILIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2ASSITANCE TO INDIGENT FAMILIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3ASSISTANCE TO INDEGENT FAMILIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4ASSISTANCE TO INDIGENT FAMILIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5ASSISTANCE TO INDIGENT FAMILIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6ASSISTANCE TO INDIGENT FAMILIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0INDIVIDUAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1INDIVIDUAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2INDIVDUAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3IINDIVIDUAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4INDIVIDUAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5INDIVIDUAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6INDIVIDUAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0PEDRO CINDY FONTAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1KELSEY GRENDINSKI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2CARRIE CHARLIE DONAT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3ROBERT SHELLY ALVARADO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4EVIE STEVE HAWLEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5CARLOS MONTEIRO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6LORI PELOSI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02 WAKE ROBIN LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt123 HUNGERFORD AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt25 JOHNNY APPLESEED DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt311 SUNSET AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt492 MOSER STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt547 CENTRAL AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6619 GUERNSEY TOWN ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SHELTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1OAKSVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SANDY HOOK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3TRUMBULL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4EAST HAMPTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5OAKVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6WATERTOWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd006484
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd106779
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd206482
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd306611
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd401060
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd506779
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd606795
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt04000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0123
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt03992
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04033
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04115
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt03910
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt03992
OtherIncomeSchedule2/OtherIncomeDetail/Desc0NONDIVIDEND DISTRIBUTION
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt017
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt017
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DUE TO JOE CAPALDO
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt015
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0157
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0WELLS FARGO INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0157
TaxesSchedule/TaxesDetail/Amt021
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES ON DIVIDENDS
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt021
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH A CAPALDO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02396932919
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE JOSEPH N CAPALDO FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0JOSEPH A CAPALDO
ReturnHeader/Filer/BusinessNameControlTxt0JOSE
ReturnHeader/Filer/EIN0061579138
ReturnHeader/Filer/PhoneNum02396932919
ReturnHeader/Filer/USAddress/AddressLine1Txt05490 NEAL ROAD
ReturnHeader/Filer/USAddress/CityNm0FORT MEYERS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033905
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09C62A6D931C857FA278218650FA93B6D1AF524B5
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId025A289BB35C4DECD05533BD16B5E19C801829E46
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.150.93.101
ReturnHeader/FilingSecurityInformation/IPDt02019-05-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm008:21:24
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061012544
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BENGTSON & SMITH PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt020 WATERSIDE DR STE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FARMINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0060321737
ReturnHeader/PreparerPersonGrp/PhoneNum08606785160
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTINE SMITH
ReturnHeader/ReturnTs02019-05-13T08:21:24-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$62,841
Liabilities
$15
Net assets
$62,826
Revenue
$3,316
Expenses
$5,328
Net income
-$2,012
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.
2023Detailed filing. Detailed filing data is available for this year.$51.4$0.00$6.54$8.52$1.99
2022Detailed filing. Detailed filing data is available for this year.$53.5$0.00$1.67$6.87$5.20
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$58.7$0.00$58.7$8.77$6.96$1.81
2020Detailed filing. Detailed filing data is available for this year.$56.9$0.00$3.37$6.13$2.76
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$59.6$0.00$59.6$2.84$6.01$3.18
2018Detailed filing. Detailed filing data is available for this year.$62.8$0.02$62.8$3.32$5.33$2.01
2017Detailed filing. Detailed filing data is available for this year.$64.9$0.00$64.9$3.39$5.49$2.11
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$67.0$0.00$67.0$5.69$6.03$0.34
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$67.3$0.00$67.3$2.94$5.98$3.04
2014Detailed filing. Detailed filing data is available for this year.$70.4$0.00$70.4$4.14$5.95$1.81
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$72.2$0.00$72.2$4.58$5.98$1.40
2012Detailed filing. Detailed filing data is available for this year.$73.6$0.00$73.6$4.62
2011Summary only. Only limited summary data is available for this year.$73.9$0.00$2.03$8.19$6.16