KELLER FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- KELLER FAMILY FOUNDATION (EIN 13-4333550)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-10
- IRS object ID
- 202231309349101718
- Schema version
- 2021v4.1
- 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
- Investments Other Schedule2
- Other Decreases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-10T14:00:32-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941687665 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF AMERICA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1532 AFT | AddressLine1Txt |
| City | PENNINGTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08534 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134333550 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KELLER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KELL | BusinessNameControlTxt |
| Phone | 8888663275 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POBOX 1532 AFT | AddressLine1Txt |
| City | PENNINGTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08534 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTOPH KELLER III | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 8888663275 | PhoneNum |
| Signature | 2022-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN J KISER | PreparerPersonNm |
| PTIN | P00146417 | PTIN |
| Phone | 8888663275 | PhoneNum |
| Preparation | 2022-04-28 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,261,325 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,998,343 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $105,336 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $105,336 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,424,225 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,159,936 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,424,225 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $4,527,904 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,529,561 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $51,400 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $30,840 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $20,560 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,589 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,400 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $58,489 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $32,240 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $23,060 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $200,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $200,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $258,489 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $32,240 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $223,060 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,269,415 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,497,321 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,141 | CashBOYAmt |
| Cash EOY | $2 | CashEOYAmt |
| Cash EOYFMV | $2 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $264,188 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $655,115 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $655,115 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $4,107,516 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,997,173 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,606,208 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,374,845 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,652,290 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,261,325 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,374,845 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,652,290 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,374,845 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,652,290 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,374,845 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,652,290 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,374,845 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,269,415 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,644,260 | SubtotalAmt |
| Other Decreases | $1,991,970 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,652,290 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (66 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1005.97 BNY MELLON GLOBAL EQUITY INCOME FUND | 2019-02-25 | 2021-01-04 | $14,104 | $12,343 | $1,761 | $1,761 | |
| 1337.41 BNY MELLON GLOBAL EQUITY INCOME FUND | 2019-02-25 | 2021-08-25 | $20,757 | $16,410 | $4,347 | $4,347 | |
| 83.76 BLACKROCK INFLATION | 2020-07-22 | 2021-08-25 | $1,003 | $976 | $27 | $27 | |
| 1405. BLACKROCK INFLATION | 2018-01-03 | 2021-08-25 | $16,832 | $14,980 | $1,852 | $1,852 | |
| 2377.12 BLACKROCK INFLATION | 2021-01-04 | 2021-08-25 | $28,478 | $28,359 | $119 | $119 | |
| 1. BLACKROCK INFLATION | 2018-01-03 | 2021-08-25 | $12 | $11 | $1 | $1 | |
| 343. BLACKROCK INFLATION | 2017-10-02 | 2021-08-25 | $4,109 | $3,637 | $472 | $472 | |
| 107. BLACKROCK INFLATION | 2017-04-28 | 2021-08-25 | $1,282 | $1,146 | $136 | $136 | |
| 26617.34 BLACKROCK INFLATION | 2017-04-12 | 2021-08-25 | $318,876 | $284,575 | $34,301 | $34,301 | |
| 268.3 COHEN & STEERS EQUITY INCOME FD | 2019-06-24 | 2021-01-04 | $4,223 | $4,639 | -$416 | -$416 | |
| 2734.4 COHEN & STEERS EQUITY INCOME FD | 2019-06-24 | 2021-08-25 | $55,973 | $47,281 | $8,692 | $8,692 | |
| 103.04 DELAWARE SMALL CAP CORE FUND | 2020-12-21 | 2021-01-04 | $2,741 | $2,775 | -$34 | -$34 | |
| 30.08 DELAWARE SMALL CAP CORE FUND | 2020-12-21 | 2021-01-04 | $800 | $810 | -$10 | -$10 | |
| 1731.8 DELAWARE SMALL CAP CORE FUND | 2020-07-22 | 2021-01-04 | $46,066 | $37,390 | $8,676 | $8,676 | |
| 1387.88 DELAWARE SMALL CAP CORE FUND | 2020-07-22 | 2021-08-25 | $44,468 | $29,964 | $14,504 | $14,504 | |
| 327.9 AMERICAN FUNDS EUROPACIFIC GROWTH FUND | 2017-10-02 | 2021-01-04 | $22,743 | $18,153 | $4,590 | $4,590 | |
| 1232.69 JOHN HANCOCK FUNDS III - DISCIPLINED | 2017-04-12 | 2021-01-04 | $25,307 | $24,518 | $789 | $789 | |
| 3495.86 JOHN HANCOCK FUNDS III - DISCIPLINED | 2017-04-12 | 2021-08-25 | $89,844 | $69,533 | $20,311 | $20,311 | |
| 719.55 JPMORGAN EQUITY INCOME FUND | 2018-10-05 | 2021-01-04 | $13,974 | $13,060 | $914 | $914 | |
| 2755.61 JPMORGAN EQUITY INCOME FUND | 2018-10-05 | 2021-08-25 | $64,481 | $50,014 | $14,467 | $14,467 | |
| 4.86 JPMORGAN LARGE CAP GROWTH FUND | 2020-12-21 | 2021-01-04 | $289 | $294 | -$5 | -$5 | |
| 409. JPMORGAN LARGE CAP GROWTH FUND | 2020-12-14 | 2021-01-04 | $24,307 | $23,906 | $401 | $401 | |
| 43.69 JPMORGAN LARGE CAP GROWTH FUND | 2020-12-14 | 2021-01-04 | $2,597 | $2,554 | $43 | $43 | |
| 167.61 JPMORGAN LARGE CAP GROWTH FUND | 2020-04-29 | 2021-01-04 | $9,961 | $7,144 | $2,817 | $2,817 | |
| 684.93 JPMORGAN LARGE CAP GROWTH FUND | 2020-04-29 | 2021-08-25 | $47,425 | $29,192 | $18,233 | $18,233 | |
| 150. MURPHY OIL CORP | 1995-11-13 | 2021-11-22 | $4,084 | $65 | $4,019 | $4,019 | |
| 11091. MURPHY OIL CORP | 1995-11-13 | 2021-11-22 | $301,986 | $3,252 | $298,734 | $298,734 | |
| 14150. MURPHY OIL CORP | 1995-11-13 | 2021-11-22 | $385,277 | $6,092 | $379,185 | $379,185 | |
| 1684. MURPHY OIL CORP | 1997-01-13 | 2021-11-22 | $45,852 | $725 | $45,127 | $45,127 | |
| 5691. MURPHY USA INC SHS | 1995-11-13 | 2021-11-22 | $1,041,884 | $1,581 | $1,040,303 | $1,040,303 | |
| 967. MURPHY USA INC SHS | 1995-11-13 | 2021-11-22 | $177,034 | $183 | $176,851 | $176,851 | |
| 240. MURPHY USA INC SHS | 1997-01-13 | 2021-11-22 | $43,938 | $117 | $43,821 | $43,821 | |
| 115. MURPHY USA INC SHS | 1996-03-22 | 2021-11-22 | $21,054 | $32 | $21,022 | $21,022 | |
| CAPITAL GAIN DIVIDENDS | $278,175 | P | |||||
| CAPITAL GAIN DIVIDENDS | $278,175 | P | |||||
| CAPITAL GAIN DIVIDENDS | $278,175 | P | |||||
| CAPITAL GAIN DIVIDENDS | $278,175 | P | |||||
| CAPITAL GAIN DIVIDENDS | $278,175 | P | |||||
| CAPITAL GAIN DIVIDENDS | $278,175 | P | |||||
| CAPITAL GAIN DIVIDENDS | $278,175 | P | |||||
| CAPITAL GAIN DIVIDENDS | $278,175 | P | |||||
| CAPITAL GAIN DIVIDENDS | $278,175 | P | |||||
| CAPITAL GAIN DIVIDENDS | $278,175 | P | |||||
| CAPITAL GAIN DIVIDENDS | $278,175 | P | |||||
| CAPITAL GAIN DIVIDENDS | $278,175 | P | |||||
| CAPITAL GAIN DIVIDENDS | $278,175 | P | |||||
| CAPITAL GAIN DIVIDENDS | $278,175 | P | |||||
| CAPITAL GAIN DIVIDENDS | $278,175 | P | |||||
| CAPITAL GAIN DIVIDENDS | $278,175 | P | |||||
| CAPITAL GAIN DIVIDENDS | $278,175 | P | |||||
| CAPITAL GAIN DIVIDENDS | $278,175 | P | |||||
| CAPITAL GAIN DIVIDENDS | $278,175 | P | |||||
| CAPITAL GAIN DIVIDENDS | $278,175 | P | |||||
| CAPITAL GAIN DIVIDENDS | $278,175 | P | |||||
| CAPITAL GAIN DIVIDENDS | $278,175 | P | |||||
| CAPITAL GAIN DIVIDENDS | $278,175 | P | |||||
| CAPITAL GAIN DIVIDENDS | $278,175 | P | |||||
| CAPITAL GAIN DIVIDENDS | $278,175 | P | |||||
| CAPITAL GAIN DIVIDENDS | $278,175 | P | |||||
| CAPITAL GAIN DIVIDENDS | $278,175 | P | |||||
| CAPITAL GAIN DIVIDENDS | $278,175 | P | |||||
| CAPITAL GAIN DIVIDENDS | $278,175 | P | |||||
| CAPITAL GAIN DIVIDENDS | $278,175 | P | |||||
| CAPITAL GAIN DIVIDENDS | $278,175 | P | |||||
| CAPITAL GAIN DIVIDENDS | $278,175 | P | |||||
| CAPITAL GAIN DIVIDENDS | $278,175 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,424,225 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $34,713 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $34,713 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $34,713 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,192 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,192 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $32,521 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | AR | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF AMERICA NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8888663275 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1532 AFT | AddressLine1Txt |
| City | PENNINGTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08534 | 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 |
| 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 |
|---|---|---|---|---|---|---|
| CHRISTOPH KELLER III | ||||||
| 5224 COUNTRY CLUB BLVD | LITTLE ROCK | AR | 72207 | PRESIDENT | 0 | $0 |
| JULIE KELLER | ||||||
| 5224 COUNTRY CLUB BLVD | LITTLE ROCK | AR | 72207 | DIRECTOR | 0 | $0 |
| THOMAS CHRISTOPH KELLER | ||||||
| 1923 SHADOW LANE | LITTLE ROCK | AR | 72207 | VICE PRESIDENT | 0 | $0 |
| LAURA KELLER | ||||||
| 1923 SHADOW LANE | LITTLE ROCK | AR | 72207 | DIRECTOR | 0 | $0 |
| JOHN STEPHENS | ||||||
| 5813 HAWTHORN ROAD | LITTLE ROCK | AR | 72207 | TREASURER | 0 | $0 |
| MARY OLIVE STEPHENS | ||||||
| 5813 HAWTHORN ROAD | LITTLE ROCK | AZ | 72207 | SECRETARY | 0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| 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 | $5,143,377 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $283,590 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,426,967 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,426,967 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $81,405 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,345,562 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $267,278 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $267,278 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $34,713 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $34,713 | TotalTaxAmt |
| Distributable Before Adj | $232,565 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $232,565 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $232,565 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $223,060 | 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 | $223,060 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $232,565 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $193,055 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $223,060 | QualifyingDistributionsAmt |
| Applied To Year1 | $193,055 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $30,005 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $202,560 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHRISTOPH KELLER III JULIE KELLE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARKANSAS MUSEUM OF FINE ARTS FDN | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2510 CANTRELL ROAD | AddressLine1Txt |
| City | LITTLE ROCK | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 72202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | CAPITAL CAMPAIGN | GrantOrContributionPurposeTxt |
| Amt | $200,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $200,000 | 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 | $105,336 | 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 | $2,424,225 | 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 | $2,529,561 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,529,561 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| CHRISTOPH AND JULIE KELLER | |||||||
| 1 | 5224 COUNTRY CLUB BLVD | LITTLE ROCK | AR | 72207 | $1,973,691 | Yes (X) | Yes (X) |
| CHRISTOPH AND JULIE KELLER | |||||||
| 2 | 5224 COUNTRY CLUB BLVD | LITTLE ROCK | AR | 72207 | $24,652 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | MURPHY USA CORP 6898 SHARES MURPHY OIL CORP 26925 SHARES | $1,973,691 | 2021-11-17 |
| 2 | MURPHY USA INC 115 SHARES MURPHY OIL CORP 150 SHARES | $24,652 | 2021-11-19 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | CategoryTxt |
| Amt | $2,500 | Amt |
| Disbursements Charitable Prps | $2,500 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 29875E100 AMERICAN FUNDS EUROP | AT COST | $290,394 | $321,823 |
| 885215681 THORNBURG LIMITED TE | AT COST | $805,004 | $814,146 |
| 47803U640 JOHN HANCOCK FUNDS I | AT COST | $697,584 | $752,215 |
| 245908751 DELAWARE CORPORATE B | AT COST | $524,733 | $546,724 |
| 31428Q747 FEDERATED ULTRASHORT | AT COST | $1,351,454 | $1,352,714 |
| 4812C0498 JPMORGAN EQUITY INCO | AT COST | $617,026 | $747,341 |
| 09260B556 BLACKROCK INFLATION | |||
| 05588E306 BNY MELLON GLOBAL EQ | AT COST | $345,690 | $399,902 |
| 191912401 COHEN & STEERS EQUIT | AT COST | $355,686 | $433,974 |
| 4812C0530 JPMORGAN LARGE CAP G | AT COST | $598,435 | $719,967 |
| 24610B859 DELAWARE SMALL CAP C | AT COST | $411,167 | $517,402 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CONTRIBUTION EXCESS FMV/COST | $1,986,296 |
| TIMING DIFFERENCE | $5,674 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMNT MNGMNT FEES (NON-DED | CategoryTxt |
| Amt | $51,400 | Amt |
| Net Investment Income | $30,840 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $20,560 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTOPH AND JULIE KELLER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5224 COUNTRY CLUB BLVD | AddressLine1Txt |
| City | LITTLE ROCK | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 72207 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,322 | $1,322 | $0 |
| EXCISE TAX - PRIOR YEAR | $997 | $0 | $0 |
| EXCISE TAX ESTIMATES | $2,192 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $78 | $78 | $0 |
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