TY 2011 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation

Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.

OMB No. 1545-0052

2011

For calendar year 2011, or tax year beginning 07-01-2011 , and ending 06-30-2012

Check all that apply:Initial returnInitial return of a former public charityFinal return

Amended returnAddress changeName change

Name of foundation
THE JOSEPH & MARY CACIOPPO
FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)4769 E CAMP LOWELL DRIVE Room/suite

City or town, state, and ZIP code
TUCSON, AZ85712

A Employer identification number

86-0465698

B Telephone number (see page 10 of the instructions)

(520) 326-0703

C If exemption application is pending, check here bullet

D 1. Foreign organizations, check here . bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trustOther taxable private foundation 2. Foreign organizations meeting the 85% test,
check here and attach computation bullet

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$7,838,963J Accounting method: Cash Accrual
Other (specify)CASH MODIFIED
(Part I, column (d) must be on cash basis.)

E If private foundation status was terminated
under section 507(b)(1)(A), check here bullet

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here bullet

	Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see page 11 of the instructions).)	(a) Revenue and expenses per books		(b) Net investment income	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check
3	Interest on savings and temporary cash investments	110,253		110,253
4	Dividends and interest from securities......	94,611		94,611
5a	Gross rents..............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		665,129
b	Gross sales price for all assets on line 6a 4,182,334
7	Capital gain net income (from Part IV, line 2)...
8	Net short-term capital gain.........
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......
12	Total. Add lines 1 through 11........	869,993		204,864
13	Compensation of officers, directors, trustees, etc.	1,700			1,650
14	Other employee salaries and wages......	123,949			123,949
15	Pension plans, employee benefits.......	3,343			3,343
16a	Legal fees (attach schedule).........		9,323		9,323
b	Accounting fees (attach schedule).......		4,274		4,274
c	Other professional fees (attach schedule)....		47,343	47,343
17	Interest...............
18	Taxes (attach schedule) (see page 14 of the instructions)		16		16
19	Depreciation (attach schedule) and depletion...		5,926
20	Occupancy..............	1,973			1,973
21	Travel, conferences, and meetings.......	3,549			3,549
22	Printing and publications..........
23	Other expenses (attach schedule).......		44,771		44,771
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	246,167		47,343	192,848
25	Contributions, gifts, grants paid........	163,715			163,715
26	Total expenses and disbursements. Add lines 24 and 25	409,882		47,343	356,563
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	460,111
b	Net investment income (if negative, enter -0-)			157,521
c	Adjusted net income (if negative, enter -0-)...

For Privacy Act and Paperwork Reduction Act Notice, see page 30 of the instructions.

Cat. No. 11289X Form 990-PF (2011)

Form 990-PF (2011)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing...............	10,970	1,554	1,554
	2	Savings and temporary cash investments..........	373,006	100,968	100,968
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see page 15 of the
		instructions)....................
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use...............
	9	Prepaid expenses and deferred charges...........	1,935	4,099	4,099
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule)........	4,122,287	4,064,700	4,471,024
	c	Investments—corporate bonds (attach schedule)........	2,061,904	2,838,032	2,912,452
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans..............
	13	Investments—other (attach schedule)...........
	14	Land, buildings, and equipment: basis 280,240
		Less: accumulated depreciation (attach schedule) 80,651	205,515	199,589	309,000
	15	Other assets (describe )	12,933	39,866	39,866
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	6,788,550	7,248,808	7,838,963
	17	Accounts payable and accrued expenses..........
	18	Grants payable...................
	19	Deferred revenue..................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )	4,309	4,456
	23	Total liabilities (add lines 17 through 22)..........	4,309	4,456
		Foundations that follow SFAS 117, check here
		and complete lines 24 through 26 and lines 30 and 31.
	24	Unrestricted....................	6,784,241	7,244,352
	25	Temporarily restricted................
	26	Permanently restricted................
		Foundations that do not follow SFAS 117, check here
		and complete lines 27 through 31.
	27	Capital stock, trust principal, or current funds.........
	28	Paid-in or capital surplus, or land, bldg., and equipment fund
	29	Retained earnings, accumulated income, endowment, or other funds
	30	Total net assets or fund balances (see page 17 of the
		instructions)....................	6,784,241	7,244,352
	31	Total liabilities and net assets/fund balances (see page 17 of
		the instructions)..................	6,788,550	7,248,808

Part III	Analysis of Changes in Net Assets or Fund Balances
1	Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
	with end-of-year figure reported on prior year’s return)...............	1	6,784,241
2	Enter amount from Part I, line 27a.....................	2	460,111
3	Other increases not included in line 2 (itemize)	3
4	Add lines 1, 2, and 3..........................	4	7,244,352
5	Decreases not included in line 2 (itemize)	5
6	Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30.	6	7,244,352

Form 990-PF (2011)

Page 3

Part IV

Capital Gains and Losses for Tax on Investment Income

(a) List and describe the kind(s) of property sold (e.g., real estate, 2-story brick warehouse; or common stock, 200 shs. MLC Co.)		(b) How acquired P—Purchase D—Donation	(c) Date acquired (mo., day, yr.)	(d) Date sold (mo., day, yr.)
1a
b
c
d
e

(e) Gross sales price		(f) Depreciation allowed (or allowable)	(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a
b
c
d
e

Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(i) F.M.V. as of 12/31/69	(j) Adjusted basis as of 12/31/69	(k) Excess of col. (i) over col. (j), if any
a
b
c
d
e

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see pages 13 and 17 of the instructions). If (loss), enter -0- in Part I, line 8 . . . . . . . . . . . . .		3

Part V

Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income

(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.

Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period? Yes No

If “Yes,” the foundation does not qualify under section 4940(e). Do not complete this part.

1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a) Base period years Calendar year (or tax year beginning in)	(b) Adjusted qualifying distributions	(c) Net value of noncharitable-use assets	(d) Distribution ratio (col. (b) divided by col. (c))
2010	314,511	7,301,946	0.043072
2009	233,557	6,767,211	0.034513
2008	186,838	6,197,499	0.030147
2007	402,207	8,240,496	0.048809
2006	414,287	8,265,693	0.050121

2	Total of line 1, column (d) ......................	2	0.206662
3	Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by the number of years the foundation has been in existence if less than 5 years. . .	3	0.041332
4	Enter the net value of noncharitable-use assets for 2011 from Part X, line 5.....	4	7,363,936
5	Multiply line 4 by line 3.......................	5	304,366
6	Enter 1% of net investment income (1% of Part I, line 27b)...........	6	1,575
7	Add lines 5 and 6.........................	7	305,941
8	Enter qualifying distributions from Part XII, line 4..............	8	356,563
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions on page 18.

Form 990-PF (2011)

Page 4

Part VI

Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)

1a	Exempt operating foundations described in section 4940(d)(2), check hereand enter “N/A” on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	Domestic foundations that meet the section 4940(e) requirements in Part V, check	1	1,575
	hereand enter 1% of Part I, line 27b...................
c	All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2
3	Add lines 1 and 2............................	3	1,575
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-).	4
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	1,575
6	Credits/Payments:

a	2011 estimated tax payments and 2010 overpayment credited to 2011	6a	2,400
b	Exempt foreign organizations—tax withheld at source.......	6b
c	Tax paid with application for extension of time to file (Form 8868)	6c
d	Backup withholding erroneously withheld ...........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	2,400
8	Enter any penalty for underpayment of estimated tax. Check hereif Form 2220 is attached.		8
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	825
11	Enter the amount of line 10 to be: Credited to 2012 estimated tax0	Refunded	11	825

Part VII-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of

the instructions for definition)?............................

If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials

published or distributed by the foundation in connection with the activities.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. bullet

$ (2) On foundation managers. bullet

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If “Yes,” attach a detailed description of the activities.

Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles

of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....

Did the foundation have unrelated business gross income of $1,000 or more during the year?........

If “Yes,” has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If “Yes,” attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument?................

Yes

Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.

Yes

Enter the states to which the foundation reports or with which it is registered (see page 19 of the

instructions) bullet

If the answer is “Yes” to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney

General (or designate) of each state as required by General Instruction G? If “No,” attach explanation .

Yes

Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)

or 4942(j)(5) for calendar year 2011 or the taxable year beginning in 2011 (see instructions for Part XIV on

page 27)? If “Yes,” complete Part XIV..........................

Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.

At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the

meaning of section 512(b)(13)? If "Yes," attach schedule. (see page 20 of the instructions) .......

Did the foundation acquire a direct or indirect interest in any applicable insurance contract before August 17, 2008?

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

N/A

The books are in care of bullet

THE FOUNDATION Telephone no. bullet

(520) 326-0703

Located at bullet

4769 E CAMP LOWELL DRIVETUCSONAZ ZIP+4 bullet

85712

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —Check here......... bullet

and enter the amount of tax-exempt interest received or accrued during the year ...... bullet

At any time during calendar year 2011, did the foundation have an interest in or a signature or other authority over

a bank, securities, or other financial account in a foreign country? .................

See page 20 of the instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet

Form 990-PF (2011)

Page 5

Part VII-B

Statements Regarding Activities for Which Form 4720 May Be Required

File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.

Yes

During the year did the foundation (either directly or indirectly):

(1) Engage in the sale or exchange, or leasing of property with a disqualified person? YesNo

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person?.........................YesNo

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? YesNo

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? YesNo

(5) Transfer any income or assets to a disqualified person (or make any of either available

for the benefit or use of a disqualified person)?.................YesNo

(6) Agree to pay money or property to a government official? (Exception. Check “No”

if the foundation agreed to make a grant to or to employ the official for a period

after termination of government service, if terminating within 90 days.).........YesNo

If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations

section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...

Organizations relying on a current notice regarding disaster assistance check here......... bullet

Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,

that were not corrected before the first day of the tax year beginning in 2011?.............

Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private

operating foundation defined in section 4942(j)(3) or 4942(j)(5)):

At the end of tax year 2011, did the foundation have any undistributed income (lines 6d

and 6e, Part XIII) for tax year(s) beginning before 2011?...............YesNo

If “Yes,” list the years bullet

20, 20, 20, 20

Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)

(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)

to all years listed, answer “No” and attach statement—see page 20 of the instructions.) .........

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business

enterprise at any time during the year?.....................YesNo

If “Yes,” did it have excess business holdings in 2011 as a result of (1) any purchase by the foundation

or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved

by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)

the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine

if the foundation had excess business holdings in 2011.)....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its

charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2011?

During the year did the foundation pay or incur any amount to:

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? YesNo

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive?...............YesNo

(3) Provide a grant to an individual for travel, study, or other similar purposes? YesNo

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see page 22 of the instructions)...YesNo

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals?........YesNo

If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in

Regulations section 53.4945 or in a current notice regarding disaster assistance (see page 22 of the instructions)?

Organizations relying on a current notice regarding disaster assistance check here......... bullet

If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant?............YesNo

If “Yes,” attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay

premiums on a personal benefit contract?....................YesNo

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....

If “Yes” to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? YesNo

If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....

Form 990-PF (2011)

Page 6

Part VIII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors

1 List all officers, directors, trustees, foundation managers and their compensation (see page 22 of the instructions).
(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
CHARLES R YOUNG -TERM ENDED 63012	CHMN/PRES 2.50	550	0	0
4769 E CAMP LOWELL DRIVE TUCSON,AZ85712	CHMN/PRES 2.50	550	0	0
CHARLES R YOUNG II -TERM END 63012	TREASURER 2.50	550	0	0
4769 E CAMP LOWELL DRIVE TUCSON,AZ85712	TREASURER 2.50	550	0	0
CRAIG WILLIS	SECRETARY 2.50	550	0	0
4769 E CAMP LOWELL DRIVE TUCSON,AZ85712	SECRETARY 2.50	550	0	0
MICHAEL-ANNE YOUNG	VICE PRES 2.05	50	0	0
4769 E CAMP LOWELL DRIVE TUCSON,AZ85712	VICE PRES 2.05	50	0	0

2 Compensation of five highest-paid employees (other than those included on line 1—see page 23 of the instructions). If none, enter “NONE.”
(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
MICHAEL-ANNE YOUNG	CEO 50.00	110,043	3,343
4769 E CAMP LOWELL DRIVE TUCSON,AZ85712	CEO 50.00	110,043	3,343








Total number of other employees paid over $50,000...................

3 Five highest-paid independent contractors for professional services (see page 23 of the instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE

Total number of others receiving over $50,000 for professional services............. bullet

Part IX-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.		Expenses
1


2


3


4

Form 990-PF (2011)

Page 7

Part IX-B

Summary of Program-Related Investments (see page 23 of the instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.		Amount
1	N/A
2


All other program-related investments. See page 24 of the instructions.
3

Total. Add lines 1 through 3.......................... bullet

Part X

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
see page 24 of the instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

7,075,264

Average of monthly cash balances.......................

400,813

Fair market value of all other assets (see page 24 of the instructions)............

Total (add lines 1a, b, and c).........................

7,476,077

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

7,476,077

Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25

of the instructions) ...........................

112,141

Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4

7,363,936

Minimum investment return. Enter 5% of line 5..................

368,197

Part XI

Distributable Amount (see page 25 of the instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet

and do not complete this part.)

Minimum investment return from Part X, line 6....................

368,197

Tax on investment income for 2011 from Part VI, line 5......

1,575

Income tax for 2011. (This does not include the tax from Part VI.)...

Add lines 2a and 2b............................

1,575

Distributable amount before adjustments. Subtract line 2c from line 1............

366,622

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

366,622

Deduction from distributable amount (see page 25 of the instructions)...........

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,

line 1................................

366,622

Part XII

Qualifying Distributions (see page 25 of the instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

356,563

Program-related investments—total from Part IX-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4

356,563

Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment

income. Enter 1% of Part I, line 27b (see page 26 of the instructions)............

1,575

Adjusted qualifying distributions. Subtract line 5 from line 4..............

354,988

Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.

Form 990-PF (2011)

Page 8

Part XIII

Undistributed Income (see page 26 of the instructions)

		(a) Corpus	(d) 2011
1 Distributable amount for 2011 from Part XI, line 7			366,622
2 Undistributed income, if any, as of the end of 2011:
a Enter amount for 2010 only.......
b Total for prior years:20, 20, 20
3 Excess distributions carryover, if any, to 2011:
a From 2006.......
b From 2007.......	66,453
c From 2008.......
d From 2009.......
e From 2010.......
fTotal of lines 3a through e.........		66,453
4Qualifying distributions for 2011 from Part
XII, line 4: $ 356,563
a Applied to 2010, but not more than line 2a
b Applied to undistributed income of prior years (Election required—see page 26 of the instructions)
c Treated as distributions out of corpus (Election required—see page 26 of the instructions)...
d Applied to 2011 distributable amount.....			356,563
e Remaining amount distributed out of corpus
5 Excess distributions carryover applied to 2011.		10,059	10,059
(If an amount appears in column (d), the same amount must be shown in column (a).)
6Enter the net total of each column as indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5		56,394
b Prior years’ undistributed income. Subtract line 4b from line 2b ...........
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......
d Subtract line 6c from line 6b. Taxable amount—see page 27 of the instructions ...
e Undistributed income for 2010. Subtract line 4a from line 2a. Taxable amount—see page 27 of the instructions ...........
f Undistributed income for 2011. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2011 ..........			0
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (see page 27 of the instructions) ...........
8Excess distributions carryover from 2006 not applied on line 5 or line 7 (see page 27 of the instructions) .............
9Excess distributions carryover to 2012. Subtract lines 7 and 8 from line 6a ......		56,394
10 Analysis of line 9:
a Excess from 2007....	56,394
b Excess from 2008....
c Excess from 2009....
d Excess from 2010....
e Excess from 2011....

Form 990-PF (2011)

Page 9

Part XIV

Private Operating Foundations (see page 27 of the instructions and Part VII-A, question 9)

1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2011, enter the date of the ruling....... bullet

b Check box to indicate whether the organization is a private operating foundation described in section4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part X for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2011	(b) 2010	(c) 2009	(d) 2008	(e) Total

b 85% of line 2a .........
c Qualifying distributions from Part XII, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ....
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets” alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment” alternative test— enter 2⁄3 of minimum investment return shown in Part X, line 6 for each year listed...
c “Support” alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XV

Supplementary Information (Complete this part only if the organization had $5,000 or more in
assets at any time during the year—see page 27 of the instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here bullet

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. (see page 28 of the instructions) to individuals or organizations
under other conditions, complete items 2a, b, c, and d.

aThe name, address, and telephone number of the person to whom applications should be addressed:

THE JOSEPH AND MARY CACIOPPO FND
MICHAEL-ANNE YOUNG CEO
4769 EAST CAMP LOWELL DR
TUCSON,AZ85712
(520) 326-0703

bThe form in which applications should be submitted and information and materials they should include:

CONTACT CHIEF EXECUTIVE OFFICER IN WRITING.

cAny submission deadlines:

CONTACT CHIEF EXECUTIVE OFFICER IN WRITING.

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

ALL GRANT DISTRIBUTIONS ARE MADE TO ORGANIZATIONS WHICH QUALIFY TO RECEIVE AMOUNTS CLASSIFIED AS CHARITABLE DEDUCTIONS UNDER IRS CODE SECTION 170(C).

Form 990-PF (2011)

Page 10

Part XV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
SEE ATTACHED STATEMENT 14 VARIOUS TUCSON,AZ85712			SEE ATTACHED STATEMENT 14	164,195
OLD FT LOWELL LIVE-AT-HOME PROGRAM PO BOX 14633 TUCSON,AZ857324633			NONCOMPLIANCE WITH GRANT AGREEMENT	-480
Total ................................. 3a				163,715

bApproved for future payment

Total ................................. 3b

Form 990-PF (2011)

Page 11

Part XVI-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments....
3Interest on savings and temporary cash investments			14	110,253
4 Dividends and interest from securities....			14	94,611
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....
6Net rental income or (loss) from personal property
7 Other investment income.....
8Gain or (loss) from sales of assets other than inventory			18	665,129
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory..
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e)..				869,993

13Total. Add line 12, columns (b), (d), and (e)..................

13869,993

(See worksheet in line 13 instructions on page 28 to verify calculations.)

Part XVI-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to the accomplishment of the organization’s exempt purposes (other than by providing funds for such purposes). (See page 28 of the instructions.)

Form 990-PF (2011)

Page 12

Part XVII

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

Did the organization directly or indirectly engage in any of the following with any other organization described in section

Yes

501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........YesNo

If “Yes,” complete the following schedule.

(a) Name of organization	(b) Type of organization	(c) Description of relationship

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.

	Signature of officer or trustee	Date	Title

Preparer's Signature	Date	Check if self- employed	PTIN
Firm's name Firm's address		Firm's EIN
		Phone no.

Form 990-PF (2011)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2011 AccountingFeesSchedule

Name:

THE JOSEPH & MARY CACIOPPO

FOUNDATION

EIN: 86-0465698

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ACCOUNTING FEES	4,274			4,274

- TIN:

TY 2011 CompensationExplanation

Name:

THE JOSEPH & MARY CACIOPPO

FOUNDATION

EIN: 86-0465698

Person Name	Explanation
CHARLES R YOUNG -TERM ENDED 63012
CHARLES R YOUNG II -TERM END 63012
CRAIG WILLIS
MICHAEL-ANNE YOUNG

- TIN:

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2011 DepreciationSchedule

Name:

THE JOSEPH & MARY CACIOPPO

FOUNDATION

EIN: 86-0465698

Description of Property	Date Acquired	Cost or Other Basis	Prior Years' Depreciation	Computation Method	Rate / Life (# of years)	Current Year's Depreciation Expense
BUILDING	2001-06-06	152,455	38,569	S/L	39.0000	3,909
DESKS	2001-05-08	4,763	4,763	S/L	10.0000
CHAIRS	2001-06-06	6,939	6,939	S/L	10.0000
SIDEBOARD TABLE	2001-04-19	1,276	1,276	S/L	10.0000
CONFERENCE TABLE	2001-06-27	530	530	S/L	10.0000
REFRIDERATOR	2001-05-16	1,338	1,338	S/L	10.0000
VACUUM	2001-06-19	422	422	S/L	10.0000
STAND	2001-05-30	605	605	S/L	10.0000
24" TV/VCR/DVD	2003-10-06	570	358	S/L	10.0000	28
BLINDS FRONT DOOR	2003-07-23	292	187	S/L	10.0000	15
LAPTOP COMPUTER	2004-12-16	1,560	1,404	S/L	5.0000
OPTIPLEX SOFTWARE	2007-08-16	1,206	925	S/L	5.0000	241
7 CEILING FANS W. REMOTES	2001-04-30	1,261	1,096	S/L	12.0000	105
CARPET	2001-05-10	2,123	1,845	S/L	12.0000	177
PHONE SYSTEM	2001-05-24	8,100	7,040	S/L	12.0000	675
WOOD BLINDS	2001-05-30	2,489	2,162	S/L	12.0000	208
ALARM SYSTEM	2001-05-30	989	858	S/L	12.0000	83
OAK BASEBOARDS	2001-06-12	1,166	973	S/L	12.0000	97
SIGNS	2001-09-27	2,785	2,204	S/L	12.0000	232
LAND	2001-02-27	87,750
COPIER	2009-07-13	1,622	1,232	200DB	5.0000	156

- TIN:

TY 2011 EmployeeCompensationExpln

Name:

THE JOSEPH & MARY CACIOPPO

FOUNDATION

EIN: 86-0465698

Employee	Explanation
MICHAEL-ANNE YOUNG

- TIN:

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2011 GainLossSaleOtherAssetsSch

Name:

THE JOSEPH & MARY CACIOPPO

FOUNDATION

EIN: 86-0465698

Name	Date Acquired	How Acquired	Date Sold	Gross Sales Price	Basis	Total (net)
NALCO HOLDINGS	2011-03	PURCHASE	2011-07	141,310	104,537	36,773
CHESAPEAKE ENERGY CORP	2010-10	PURCHASE	2011-07	23,587	15,388	8,199
BOEING CO	2010-12	PURCHASE	2011-08	107,397	103,366	4,031
GOODRICH CORPORATION	2011-03	PURCHASE	2011-09	106,095	83,398	22,697
BANCO SANTANDER SA ADR	2011-10	PURCHASE	2011-11	1	1
EBAY INC.	2011-06	PURCHASE	2012-03	15,951	12,401	3,550
GENERAL DYNAMICS CORP	2011-09	PURCHASE	2012-03	20,078	16,412	3,666
S P X CORP	2011-10	PURCHASE	2012-03	32,994	20,350	12,644
CONAGRA FOODS INC	2011-07	PURCHASE	2012-04	124,181	123,120	1,061
YAHOO INC.		PURCHASE	2011-06	175,594	158,430	17,164
CHESAPEAKE ENERGY CORP		PURCHASE	2011-07	67,392	49,549	17,843
PIONEER NATURAL RES CO	2010-03	PURCHASE	2011-07	56,503	31,392	25,111
BOEING CO	2008-04	PURCHASE	2011-08	93,972	110,642	-16,670
WHITE MOUNTAINS INS NEWFTENDER OFFER		PURCHASE	2011-09	169,257	174,512	-5,255
GOODRICH CORPORATION	2010-04	PURCHASE	2011-09	148,533	100,995	47,538
BERKSHIRE HATHAWAY B NEWCLASS B	2003-03	PURCHASE	2011-10	84,304	51,007	33,297
LOEWS CORPORATION	2010-01	PURCHASE	2011-10	90,667	99,466	-8,799
ITT CORPORATION NEW INDIANA		PURCHASE	2011-10	144,654	171,720	-27,066
HOUSEHOLD FIN CO 6.10%	2002-06	PURCHASE	2011-10	100,000	96,000	4,000
LIFE TECHNOLOGIES CORP: LIFE		PURCHASE	2011-11	165,254	198,407	-33,153
TYCO INTL LTD NEW		PURCHASE	2011-11	79,193	46,909	32,284
BANK OF MELLON CP NEW	2010-09	PURCHASE	2011-12	136,034	179,871	-43,837
CHESAPEAKE ENERGY CORP	2010-10	PURCHASE	2011-12	88,464	85,734	2,730
HSBC HLDGS PLC ADR		PURCHASE	2012-01	72,437	120,123	-47,686
EQUIFAX INC		PURCHASE	2012-01	107,844	63,438	44,406
HEWLETT-PACKARD COMPANY	2010-08	PURCHASE	2012-01	55,500	90,688	-35,188
LIBERTY INTERACTIVE	2010-06	PURCHASE	2012-01	114,145	86,704	27,441
EQUIFAX INC	2003-02	PURCHASE	2012-01	124,686	62,934	61,752
KRAFT FOODS, INC.		PURCHASE	2012-02	123,230	88,561	34,669
PARKER-HANNIFIN CORP	2009-07	PURCHASE	2012-02	97,621	52,161	45,460
ACCENTURE PLC		PURCHASE		89,556	40,186	49,370
COVIDEN PLC		PURCHASE		52,871	40,299	12,572
LOWES COMPANIES INC		PURCHASE		74,350	57,497	16,853
WAL-MART STORES INC.		PURCHASE		70,625	55,381	15,244
3M COMPANY		PURCHASE		87,832	68,874	18,958
AMERICAN EXPRESS COMPANY		PURCHASE		117,887	58,254	59,633
HALLIBURTON CO HLDG CO		PURCHASE		37,603	34,290	3,313
JPMORGAN CHASE & CO		PURCHASE		98,820	48,177	50,643
PIONEER NATURAL RES CO		PURCHASE		42,425	22,349	20,076
TE CONNECTIVITY LTD		PURCHASE		54,573	18,506	36,067
AES CORP		PURCHASE		89,041	59,732	29,309
WAL-MART STORES, INC.		PURCHASE		133,566	103,663	29,903
COVIDEN PLC NEW	2007-07	PURCHASE	2012-04	17,612	13,309	4,303
LOWES COMPANIES INC.	2009-09	PURCHASE	2012-04	28,272	18,953	9,319
ACCENTURE PLC CL A	2009-04	PURCHASE	2012-04	70,423	29,519	40,904
CATERPILLAR FIN	2008-05	PURCHASE	2012-05	250,000	250,000

- TIN:

TY 2011 InvestmentsCorpBondsSchedule

Name:

THE JOSEPH & MARY CACIOPPO

FOUNDATION

EIN: 86-0465698

Name of Bond	End of Year Book Value	End of Year Fair Market Value
ABBEY NATL TREAS 4% 4/27/16	299,992	295,171
CITIGROUP INC 5.5% 02/15/17	263,665	261,962
COMCAST CORP NEW 6.5%15 NT DUE 01/15	333,755	338,574
GE CAPITAL 5.4%17 BONDS DUE 02/15/17	314,954	341,269
BANK OF AMERICA 5.42% 3/15/17	305,926	310,099
GOLDMAN SACHS 5.25%13 DUE 10/15/13	249,837	260,465
PETROBAS INTL 5.875% DUE 03/01/18	252,545	248,326
PITNEY BOWES INC 4.75%18 DUE 05/15/1	309,010	304,389
SBC COMMUNICATIONS 5.1%14 NOTES DUE	250,875	272,959
WELLPOINT 5.25%16 NOTES DUE 01/15/16	257,473	279,238
HOUSEHOLD FIN CO 6.10%11 INTERNOTES
CATERPILLAR FIN 4.75%12 POWERNOTES D

- TIN:

TY 2011 InvestmentsCorpStockSchedule

Name:

THE JOSEPH & MARY CACIOPPO

FOUNDATION

EIN: 86-0465698

Name of Stock	End of Year Book Value	End of Year Fair Market Value
ABBOTT LABORATORIES 2600 SHARES	127,124	167,622
ACCENTURE PLC IRELAND 2098 SHARES	78,105	126,069
AES CORP 9275 SHARES	88,088	118,998
BANCO SANTANDER 12857 SHARES	105,692	84,342
BANK OF AMERICA CORP. 13315 SHARES	100,015	108,917
BAXTER INTERNATIONAL 1900 SHARES	81,232	100,985
BUNGE LIMITED 1650 SHARES	111,117	103,521
CHARLES SCHWAB CORP.	67,958	66,977
COVIDIEN 2570 SHARES	103,635	137,495
DEERE & COMPANY 1530 SHARES	128,178	123,731
DOW CHEMICAL COMPANY 3600. SHARES	128,214	113,400
EBAY 3875 SHARES	113,071	162,789
EMC CORP MASS 4100 SHARES	90,682	105,083
FIRST REPUBLIC BANK 3600 SHARES	113,048	120,960
GENERAL DYNAMICS CORP 1825 SHARES	108,918	120,377
GENERAL ELECTRIC CO. 7300 SHARES	247,987	152,132
HALLIBURTON CO 3200 SHARES	87,301	90,848
HEINZ H J CO 2700 SHARES	137,803	146,826
HERSHEY COMPANY 2565 SHARES	154,612	184,757
HESS CORPORATION 1900 SHARES	102,740	82,555
HOSPIRA 2300 SHARES	72,030	80,454
JC PENNEY 3600 SHARES	126,138	83,916
JP MORGAN CHASE 2734 SHARES	86,907	97,686
LENNAR CORP CLASS A 5600 SHARES	101,202	173,096
LOWES 4510 SHARES	101,172	128,264
M & T BANK CORPORATION 1400 SHARES	103,934	115,598
MITSUBISHI 20900 SHARES	95,886	99,275
ORACLE CORPORATION 4600 SHARES	127,167	136,620
PIONEER NATURAL 1245 SHARES	80,470	109,821
QEP RESOURCES INC. 2400 SHARES	68,157	71,928
QUESTAR CORPORATION 6460 SHARES	121,277	134,756
SPX CORP 1575 SHARES	75,416	102,879
SUNTRUST BANKS INC. 4500 SHARES	83,473	109,035
TEXAS INSTRUMENTS 3800 SHARES	125,588	109,022
TIME WARNER INC NEW 3600 SHARES	134,906	138,600
TE CONNECTIVITY LTD 3975 SHARES	63,928	126,842
UNILEVER N V NY SHS NEWF 4000 SHARES	125,551	133,400
VODAFONE GROUP 3600 SHARES	95,978	101,448
AMERICAN EXPRESS 2100 SHARES
BERKSHIRE HATHAWAY 1200 SHARES
BOEING COMPANY 3000 SHARES
CHESAPEAKE ENERGY CORP 6600 SHARES
EQUIFAX 6000 SHARES
GOODRICH CORP 2400 SHARES
HEWLETT PACKARD 2100 SHARES
HSBC HOLDINGS 1841 SHARES
ITT CORPORATION 3300 SHARES
KRAFT FOODS 3200 SHARES
LIBERTY MEDIA INTERACTIVE A 6800 SHA
LIFE TECHNOLOGIES 4100 SHARES
LOEWS 2700 SHARES
NALCO HOLDING CO. 4000 SHARES
PARKER-HANNIFIN 1100 SHARES
PIONEER NATIONAL 2000 SHARES
3M CO. 1000 SHARES
TYCO ELECTRONICS 5500 SHARES
TYCO INTERNATIONAL 1775 SHARES
WALMART 3400 SHARES
WHITE MOUNTAINS INSURANCE 430 SHARES
YAHOO 11900 SHARES

- TIN:

TY 2011 LandEtcSchedule2

Name:

THE JOSEPH & MARY CACIOPPO

FOUNDATION

EIN: 86-0465698

Category / Item	Cost / Other Basis	Accumulated Depreciation	Book Value	End of Year Fair Market Value
FURNITURE AND FIXTURES	21,123	20,419	704	1,000
BUILDINGS	152,455	42,478	109,977	153,000
IMPROVEMENTS	18,912	17,754	1,158
LAND	87,750		87,750	155,000

- TIN:

TY 2011 LegalFeesSchedule

Name:

THE JOSEPH & MARY CACIOPPO

FOUNDATION

EIN: 86-0465698

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
LEGAL FEES	9,323

- TIN:

TY 2011 OtherAssetsSchedule

Name:

THE JOSEPH & MARY CACIOPPO

FOUNDATION

EIN: 86-0465698

Description	Beginning of Year - Book Value	End of Year - Book Value	End of Year - Fair Market Value
FINE ART	12,933	39,866	39,866

- TIN:

TY 2011 OtherExpensesSchedule

Name:

THE JOSEPH & MARY CACIOPPO

FOUNDATION

EIN: 86-0465698

Description	Revenue and Expenses per Books	Disbursements for Charitable Purposes
EXPENSES
HEALTH AND DENTAL INSURANCE	13,210	13,210
PAYROLL TAXES	9,482	9,482
INVESTMENT INTEREST EXPENSE	8,143	8,143
TELEPHONE	3,534	3,534
UTILITIES	2,021	2,021
LOT ASSESSMENT	1,958	1,958
DUES AND SUBSCRIPTIONS	1,444	1,444
INTERNET/DATABASE	1,374	1,374
OFFICE EXPENSE AND EQUIPMENT	1,371	1,371
MAINTENANCE EXPENSES	830	830
WORKERS COMP	611	611
POSTAGE	345	345
JANITORIAL	320	320
MEETING EXPENSES	71	71
501(C)(3) ORGANIZATIONAL SUPP	47	47
ACC FILING FEE	10	10

- TIN:

TY 2011 OtherLiabilitiesSchedule

Name:

THE JOSEPH & MARY CACIOPPO

FOUNDATION

EIN: 86-0465698

Description	Beginning of Year - Book Value	End of Year - Book Value
PAYROLL LIABILITIES	4,309	4,456

- TIN:

TY 2011 OtherProfessionalFeesSchedule

Name:

THE JOSEPH & MARY CACIOPPO

FOUNDATION

EIN: 86-0465698

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INVESTMENT ADVISOR FEES	47,343	47,343

- TIN:

TY 2011 TaxesSchedule

Name:

THE JOSEPH & MARY CACIOPPO

FOUNDATION

EIN: 86-0465698

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
LICENSES AND FEES	16			16