KEVIN J P OHARA FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: KEVIN J P OHARA FAMILY FOUNDATION (EIN 72-1609700)
Tax period: 2022-01-01 to 2022-12-31
Filed: 2023-11-15
IRS object ID: 202323199349106577
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
Expln Of Non Filing With AG Stmt
Legal Fees Schedule
Other Expenses Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-11-15T13:30:35-08:00	ReturnTs
Tax Period End	2022-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	263963060	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	DUGGAN BERTSCH LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	303 W MADISON ST SUITE 1000	AddressLine1Txt
City	CHICAGO	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60606	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	721609700	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Kevin JP OHara Family Fdn	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	KEVI	BusinessNameControlTxt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	3090 N Mountain Maple Lane	AddressLine1Txt
City	Wilson	CityNm
State Abbreviation	WY	StateAbbreviationCd
ZIP	83014	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Kevin JP O'Hara	PersonNm
Person Title	President	PersonTitleTxt
Signature	2023-11-15	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	Kevin JP	PersonFirstNm
Person Last	OHara	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Laura J Crane CPA	PreparerPersonNm
PTIN	P00540885	PTIN
Phone	3122638600	PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd
Federated Assurance Level	FAL1	FederatedAssuranceLevelCd

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	$257,135	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$121	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$121	InterestOnSavNetInvstIncmAmt
Total Rev And Expnss	$121	TotalRevAndExpnssAmt
Total Net Invst Incm	$121	TotalNetInvstIncmAmt
Legal Fees Rev And Expnss	$7,026	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$121	LegalFeesNetInvstIncmAmt
Other Expenses Rev And Expnss	$50	OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss	$7,076	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$121	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$120,800	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$120,800	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$127,876	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$121	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$120,800	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$127,755	ExcessRevenueOverExpensesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$384,890	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$239,161	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$239,161	SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses EOY	$17,974	PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV	$17,974	PrepaidExpensesEOYFMVAmt
Total Assets BOY	$384,890	TotalAssetsBOYAmt
Total Assets EOY	$257,135	TotalAssetsEOYAmt
Total Assets EOYFMV	$257,135	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Retained Earning BOY	$384,890	RetainedEarningBOYAmt
Retained Earning EOY	$257,135	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$384,890	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$257,135	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$384,890	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$257,135	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$384,890	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$127,755	ExcessRevenueOverExpensesAmt
Subtotal	$257,135	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$257,135	TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$0	InvestmentIncomeExciseTaxAmt
Estimated Plus Ovpmt Incm Tx	$736	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$736	TotalPaymentsAndCreditsAmt
Overpayment	$736	OverpaymentAmt
Applied To ES Tax	$736	AppliedToESTaxAmt

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	WY	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	false	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	Kevin OHara	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	3129258082	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	3090 N Mountain Maple Lane	AddressLine1Txt
City	Wilson	CityNm
State Abbreviation	WY	StateAbbreviationCd
ZIP	830149631	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
Acts Fail To Qlfy As Exceptions	false	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
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 (6 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt
Kevin JP O'Hara
3090 N Mountain Maple Lane	Wilson	WY	830149631	President	1.00	$0
Kevin JP O'Hara
3090 N Mountain Maple Lane	Wilson	WY	830149631	Director	0.00	$0
Doreen A O'Hara
303 West Madison Ste 1000	Chicago	IL	606063321	Director	0.00	$0
Kevin JP O'Hara
3090 N Mountain Maple Lane	Wilson	WY	830149631	Secretary	0.00	$0
Doreen A O'Hara
303 West Madison Ste 1000	Chicago	IL	606063321	Treasurer	0.00	$0
James M Duggan
303 West Madison Ste 1000	Chicago	IL	60606	Director	0.00	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$0	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$350,894	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$350,894	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast	$350,894	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$5,263	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$345,631	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$17,282	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$17,282	MinimumInvestmentReturnAmt
Distributable Before Adj	$17,282	DistributableBeforeAdjAmt
Distributable Before Ded	$17,282	DistributableBeforeDedAmt
Distributable As Adjusted	$17,282	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$120,800	ExpensesAndContributionsAmt
Qualifying Distributions	$120,800	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$17,282	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$106,640	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$66,528	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2	$43,374	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$95,547	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$312,089	TotalExcessDistributionCyovAmt
Qualifying Distributions	$120,800	QualifyingDistributionsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$17,282	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$103,518	RemainingDistriFromCorpusAmt
Total Corpus	$415,607	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$106,640	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$308,967	ExcessDistriCyovToNextYrAmt
Excess From Year4	$66,528	ExcessFromYear4Amt
Excess From Year2	$43,374	ExcessFromYear2Amt
Excess From Year1	$95,547	ExcessFromYear1Amt
Excess From Current Year	$103,518	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
Our Lady of the Mountains
201 S Jackson Street	Jackson	WY	83001	None	PC	Religious	$5,000
Relevant Radio
680 Barclay Blvd	Lincolnshire	IL	60069	None	PC	Religious	$100,000
Georgetown Hockey Booster Club
10716 Tuckahoe Way	North Potomac	MD	20878	None	PC	Athletics	$5,000
Community Foundation of Jackson Hol
PO Box 574 245 E Simpson	Jackson	WY	83001	None	PC	Community services	$300
Animal Adoption Center
270 East Broadway	Jackson	WY	83001	None	PC	Animal Rescue	$500
Build Each Other Up Project
1420 Park Ridge Blvd	Park Ridge	IL	60068	None	PC	Housing support	$10,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$120,800	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$121	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$121	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$121	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

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

Field	Value	IRS element (for citing)
Explanation	Wyoming does not require a copy of Form 990-PF to be submitted to the Attorney General.	ExplanationTxt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	Professional and consulting expenses	CategoryTxt
Legal Fees	$7,026	LegalFeesAmt
Net Investment Income	$121	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	Bank fees	Desc
Revenue And Expenses Per Books	$50	RevenueAndExpensesPerBooksAmt

KEVIN J P OHARA FAMILY FOUNDATION: Form 990PF, tax year 2022

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Preparer Person PreparerPersonGrp

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Persons With Books Name PersonsWithBooksName

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

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