BRIAN M AND ERIN T KELLY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BRIAN M AND ERIN T KELLY FOUNDATION (EIN 47-4172502)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-08-21
- IRS object ID
- 202342339349100604
- Schema version
- 2022v5.0
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-21T09:06:08-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILLER COOPER & CO LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1751 Lake Cook Road Suite 400 | AddressLine1Txt |
| City | Deerfield | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 474172502 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Brian M and Erin T Kelly Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ERIN KELLY | InCareOfNm |
| Business Name Control | BRIA | BusinessNameControlTxt |
| Phone | 8474286059 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1148 | AddressLine1Txt |
| City | Woodstock | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60098 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Brian Kelly | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8474286059 | PhoneNum |
| Signature | 2023-05-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Brian | PersonFirstNm |
| Person Last | Kelly | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kathy Kirchschlager | PreparerPersonNm |
| PTIN | P00523864 | PTIN |
| Phone | 8472055000 | PhoneNum |
| Preparation | 2023-05-03 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,978,195 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $86,424 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $85,354 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $85,354 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $123,155 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $424,502 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $123,155 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $294,933 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $208,509 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $4,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,475 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,475 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,041 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,041 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,225 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,225 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $115 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $115 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,331 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,741 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,590 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $187,981 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $187,981 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $204,312 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,741 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $190,571 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $90,621 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $194,768 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $39,805 | CashBOYAmt |
| Cash EOY | $43,978 | CashEOYAmt |
| Cash EOYFMV | $43,978 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,336,590 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,427,673 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,389,333 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $663,846 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $659,211 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $544,884 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $3,040,241 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,130,862 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,978,195 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,040,241 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,130,862 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,040,241 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,130,862 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,040,241 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,130,862 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,040,241 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $90,621 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,130,862 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,130,862 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $701 | $572 | $129 | $129 |
| PUBLICLY TRADED SECURITIES | P | $27,063 | $31,738 | -$4,675 | -$4,675 |
| PUBLICLY TRADED SECURITIES | P | $386,275 | $269,037 | $117,238 | $117,238 |
| CAPITAL GAIN DIVIDENDS | P | $10,463 | |||
| CAPITAL GAIN DIVIDENDS | P | $10,463 | |||
| CAPITAL GAIN DIVIDENDS | P | $10,463 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $123,155 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,707 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,707 | SubtotalAmt |
| Tax Based On Investment Income | $2,707 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $294 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $294 | TotalPaymentsAndCreditsAmt |
| Tax Due | $2,413 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | n/a | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERIN KELLY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8474286059 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1148 | AddressLine1Txt |
| City | WOODSTOCK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60098 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BRIAN KELLY | ||||||||
| PO Box 1148 | Woodstock | IL | 60098 | PRESIDENT | 1.0 | $0 | $0 | $0 |
| ERIN KELLY | ||||||||
| PO Box 1148 | Woodstock | IL | 60098 | SECRETARY/TREASURER | 1.0 | $0 | $0 | $0 |
| KAREN CONWAY | ||||||||
| PO Box 1148 | Woodstock | IL | 60098 | BOARD MEMBER | 0.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,993,123 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $84,346 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,077,469 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,077,469 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $46,162 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,031,307 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $151,565 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $151,565 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,707 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,707 | TotalTaxAmt |
| Distributable Before Adj | $148,858 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $148,858 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $148,858 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $190,571 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $190,571 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $148,858 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $32,952 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $24,130 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $118,516 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $129,412 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $305,010 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $190,571 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $148,858 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $41,713 | RemainingDistriFromCorpusAmt |
| Total Corpus | $346,723 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $346,723 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $32,952 | ExcessFromYear4Amt |
| Excess From Year3 | $24,130 | ExcessFromYear3Amt |
| Excess From Year2 | $118,516 | ExcessFromYear2Amt |
| Excess From Year1 | $129,412 | ExcessFromYear1Amt |
| Excess From Current Year | $41,713 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| THE AUGUSTINE INSTITUTE | |||||||
| 6160 S SYRACUSE WAY SUITE 310 | GREENWOOD VILLAGE | CO | 80111 | NONE | PC | RELIGIOUS | $2,750 |
| IL Family Institute | |||||||
| 19001 Old Lagrange Road | Mokena | IL | 60448 | None | PC | Religious | $2,000 |
| Club 100 | |||||||
| 875 N Michigan Ave Suite 1351 | Chicago | IL | 60611 | NONE | PC | ADVOCACY | $20,000 |
| Miles Christi | |||||||
| 25300 Johns Rd | South Lyon | MI | 48178 | NONE | PC | RELIGIOUS | $2,500 |
| Real Life Catholic | |||||||
| 6160 S Syracuse Way Ste 100 | Greenwood Village | CO | 80111 | NONE | PC | RELIGIOUS | $100,000 |
| Legatus International | |||||||
| 24 Frank Lloyd Wright Dr Ste L280 | Ann Arbor | MI | 48105 | none | PC | RELIGIOUS | $1,420 |
| RABINE FOUNDATION | |||||||
| 900 NATIONAL PARKWAY SUITE 260 | SCHAUMBURG | IL | 60173 | none | PC | advocacy | $2,761 |
| THE VINE FOUNDATION | |||||||
| 6160 S SYRACUSE WAY NO 220B | GREENWOOD VILLAGE | CO | 80111 | none | PC | religious | $30,000 |
| MADONNARENEWALCENTER | |||||||
| 1209SWALNUTAVE | FREEPORT | IL | 61032 | none | PC | advocacy | $5,000 |
| cor jesu mission | |||||||
| 5615 Hamilton Rd | Woodstock | IL | 60098 | none | PC | advocacy | $5,000 |
| St Mary Foundation | |||||||
| PO Box 233 | Woodstock | IL | 60098 | none | PC | RELIGIOUS | $5,050 |
| The community Foundation for McHenry County | |||||||
| 33 E Woodstock St | Crystal Lake | IL | 60014 | none | PC | advocacy | $10,000 |
| The Relationship Center | |||||||
| 109 S Main St | Wauconda | IL | 60084 | none | PC | religious | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $187,981 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $85,354 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $123,155 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $208,509 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $208,509 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Brian and Erin Kelly | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10501 Country Club Road | AddressLine1Txt |
| City | Woodstock | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 600988066 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $86,424 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | Various Securities | $103,656 | 2022-12-31 |
| 2 | Various Securities | $201,649 | 2022-12-31 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,950 | Amt |
| Net Investment Income | $2,475 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,475 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BERNSTEIN ACCT# 93693 | BondNm |
| EOY Book Value | $659,211 | EOYBookValueAmt |
| EOYFMV | $544,884 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BERNSTEIN ACCT# 93693 | $2,084,515 | $2,049,338 |
| BERNSTEIN ACCT# 01665 | $210,442 | $199,333 |
| BERNSTEIN ACCT# 23229 | $132,716 | $140,662 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| FILING FEES | $15 | $15 |
| BANK FEES | $100 | $100 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $10,041 | Amt |
| Net Investment Income | $10,041 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX ON INV INCOME | CategoryTxt |
| Amt | $1,225 | Amt |
| Net Investment Income | $1,225 | NetInvestmentIncomeAmt |
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