KELLY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- KELLY FOUNDATION (EIN 68-0175739)
- Tax period
- 2020-10-01 to 2021-09-30
- Filed
- 2022-08-15
- IRS object ID
- 202242279349100834
- Schema version
- 2020v4.2
- 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
- General Explanation Attachment
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-08-15T15:10:54-05:00 | ReturnTs |
| Tax Period End | 2021-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 680037990 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GILBERT CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2880 GATEWAY OAKS DR STE 100 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95833 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680175739 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KELLY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KELL | BusinessNameControlTxt |
| Phone | 9165672632 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2485 NATOMAS PARK DRIVE NO 100 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95833 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BEA ANN BARBEE | PersonNm |
| Person Title | ASST. TREASURER | PersonTitleTxt |
| Phone | 9165672632 | PhoneNum |
| Signature | 2022-08-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BEA | PersonFirstNm |
| Person Last | ANN BARBEE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HELEN G BERHE | PreparerPersonNm |
| PTIN | P01077434 | PTIN |
| Phone | 9166466464 | PhoneNum |
| Preparation | 2022-08-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $32,949,514 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $19,271,013 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $69 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $69 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $287,574 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $287,574 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $205,863 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,264,713 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $205,863 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $651,041 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $651,041 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $20,415,560 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,144,547 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,378 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $628 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $6,750 | OtherProfFeesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $350 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $350 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,116 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,116 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,844 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $628 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,216 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $625,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $625,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $640,844 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $628 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $640,216 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $19,774,716 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,143,919 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $41,504 | CashBOYAmt |
| Cash EOY | $70,962 | CashEOYAmt |
| Cash EOYFMV | $70,962 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $67,421 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $17,771 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $17,771 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $9,427,735 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $9,427,735 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $9,427,735 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $3,501 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $8,147 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $8,147 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $10,290,710 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $23,424,899 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $23,424,899 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,403,136 | TotalAssetsBOYAmt |
| Total Assets EOY | $32,949,514 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $32,949,514 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $10,403,136 | CapitalStockBOYAmt |
| Capital Stock EOY | $32,949,514 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,403,136 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $32,949,514 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,403,136 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $32,949,514 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,403,136 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $19,774,716 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,771,662 | OtherIncreasesAmt |
| Subtotal | $32,949,514 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $32,949,514 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (35 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SCHWAB-VANGUARD ST TREASURY ETF | P | 2021-02-01 | 2021-02-25 | $802,832 | $803,880 | -$1,048 | -$1,048 |
| SCHWAB-VANGUARD ST TREASURY ETF | P | 2021-02-01 | 2021-02-25 | $178,407 | $178,640 | -$233 | -$233 |
| SCHWAB-VANGUARD ST TREASURY ETF | P | 2021-02-01 | 2021-02-25 | $6,152 | $6,160 | -$8 | -$8 |
| SCHWAB-VANGUARD ST TREASURY ETF | P | 2021-02-01 | 2021-02-25 | $6,152 | $6,160 | -$8 | -$8 |
| SCHWAB-VANGUARD ST TREASURY ETF | P | 2021-02-01 | 2021-02-25 | $6,152 | $6,160 | -$8 | -$8 |
| SCHWAB-VANGUARD ST TREASURY ETF | P | 2021-02-01 | 2021-02-26 | $264,707 | $264,880 | -$173 | -$173 |
| SCHWAB-VANGUARD ST TREASURY ETF | P | 2021-02-01 | 2021-02-26 | $24,624 | $24,640 | -$16 | -$16 |
| SCHWAB-VANGUARD ST TREASURY ETF | P | 2021-02-01 | 2021-02-26 | $18,468 | $18,480 | -$12 | -$12 |
| SCHWAB-VANGUARD ST TREASURY ETF | P | 2021-02-01 | 2021-02-26 | $18,468 | $18,480 | -$12 | -$12 |
| SCHWAB-VANGUARD ST TREASURY ETF | P | 2021-02-01 | 2021-02-26 | $18,468 | $18,480 | -$12 | -$12 |
| SCHWAB-VANGUARD ST TREASURY ETF | P | 2021-02-01 | 2021-02-26 | $18,468 | $18,480 | -$12 | -$12 |
| SCHWAB-VANGUARD ST TREASURY ETF | P | 2021-02-01 | 2021-02-26 | $12,312 | $12,320 | -$8 | -$8 |
| SCHWAB-VANGUARD ST TREASURY ETF | P | 2021-02-01 | 2021-02-26 | $12,312 | $12,320 | -$8 | -$8 |
| SCHWAB-VANGUARD ST TREASURY ETF | P | 2021-02-01 | 2021-02-26 | $12,312 | $12,320 | -$8 | -$8 |
| SCHWAB-VANGUARD ST TREASURY ETF | P | 2021-02-01 | 2021-02-26 | $12,312 | $12,320 | -$8 | -$8 |
| SCHWAB-VANGUARD ST TREASURY ETF | P | 2021-02-01 | 2021-02-26 | $6,156 | $6,160 | -$4 | -$4 |
| SCHWAB-VANGUARD ST TREASURY ETF | P | 2021-02-01 | 2021-02-26 | $6,156 | $6,160 | -$4 | -$4 |
| SCHWAB-VANGUARD ST TREASURY ETF | P | 2021-02-01 | 2021-02-26 | $6,156 | $6,160 | -$4 | -$4 |
| SCHWAB-VANGUARD ST TREASURY ETF | P | 2021-02-01 | 2021-02-26 | $6,156 | $6,160 | -$4 | -$4 |
| SCHWAB-VANGUARD ST TREASURY ETF | P | 2021-02-01 | 2021-02-26 | $6,156 | $6,160 | -$4 | -$4 |
| SCHWAB-VANGUARD ST TREASURY ETF | P | 2021-02-01 | 2021-02-26 | $6,156 | $6,160 | -$4 | -$4 |
| SCHWAB-VANGUARD ST TREASURY ETF | P | 2021-02-01 | 2021-02-26 | $6,156 | $6,160 | -$4 | -$4 |
| SCHWAB-VANGUARD ST TREASURY ETF | P | 2021-02-01 | 2021-02-26 | $6,156 | $6,160 | -$4 | -$4 |
| SCHWAB-VANGUARD ST TREASURY ETF | P | 2021-02-01 | 2021-02-26 | $6,156 | $6,160 | -$4 | -$4 |
| SCHWAB-VANGUARD ST TREASURY ETF | P | 2021-02-01 | 2021-02-26 | $6,156 | $6,160 | -$4 | -$4 |
| SCHWAB-VANGUARD ST TREASURY ETF | P | 2021-02-01 | 2021-02-26 | $6,156 | $6,160 | -$4 | -$4 |
| SCHWAB-VANGUARD ST TREASURY ETF | P | 2021-02-01 | 2021-02-26 | $6,156 | $6,160 | -$4 | -$4 |
| SCHWAB-VANGUARD ST TREASURY ETF | P | 2021-02-01 | 2021-02-26 | $6,156 | $6,160 | -$4 | -$4 |
| SCHWAB-VANGUARD ST TREASURY ETF | P | 2021-02-01 | 2021-03-09 | $530,435 | $531,300 | -$865 | -$865 |
| WFA-ORGANON & CO | P | 2020-07-28 | 2021-06-03 | $2 | $3 | -$1 | -$1 |
| DFA-US MICRO CAP | P | 2000-12-18 | 2021-08-27 | $100,000 | $33,735 | $66,265 | $66,265 |
| WFA-ORGANON & CO | P | 2018-01-08 | 2021-06-03 | $6 | $5 | $1 | $1 |
| WFA-ORGANON & CO | P | 2018-04-03 | 2021-06-03 | $6 | $5 | $1 | $1 |
| WFA-ORGANON & CO | P | 2019-04-08 | 2021-06-03 | $2 | $2 | $0 | $0 |
| ST/LT CAPITAL GAIN DISTRIBUTIONS | P | 2020-10-01 | 2021-09-30 | $142,088 | $142,088 | $142,088 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $205,863 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,900 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $15,900 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $15,900 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,299 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $13,100 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $20,399 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $148 | EsPenaltyAmt |
| Overpayment | $4,351 | OverpaymentAmt |
| Applied To ES Tax | $4,351 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | KELLYFOUNDATIONSACRAMENTO.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEA ANN BARBEE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9165672632 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2485 NATOMAS PARK DRIVE NO 100 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95833 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (13 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 |
|---|---|---|---|---|---|---|---|---|
| SHAWN L DEVLIN | ||||||||
| 2020 W EL CAMINO AVE 120 | SACRAMENTO | CA | 95833 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| SCOTT G NICHOLS | ||||||||
| 2020 W EL CAMINO AVE 120 | SACRAMENTO | CA | 95833 | TREASURER | 0.50 | $0 | $0 | $0 |
| BEA ANN BARBEE | ||||||||
| 2020 W EL CAMINO AVE 120 | SACRAMENTO | CA | 95833 | ASSISTANT TREASURER | 0.50 | $0 | $0 | $0 |
| MICHAEL LOVINGTON | ||||||||
| 2020 W EL CAMINO AVE 120 | SACRAMENTO | CA | 95833 | ASSISTANT CONTROLLER | 2.50 | $0 | $0 | $0 |
| KATHY BIMSON | ||||||||
| 2020 W EL CAMINO AVE 120 | SACRAMENTO | CA | 95833 | SECRETARY | 0.15 | $0 | $0 | $0 |
| GREGORY G KELLY | ||||||||
| 2020 W EL CAMINO AVE 120 | SACRAMENTO | CA | 95833 | DIRECTOR | 0.15 | $0 | $0 | $0 |
| JON M KELLLY | ||||||||
| 2020 W EL CAMINO AVE 120 | SACRAMENTO | CA | 95833 | DIRECTOR | 0.15 | $0 | $0 | $0 |
| RILEY GARDNER | ||||||||
| 2020 W EL CAMINO AVE 120 | SACRAMENTO | CA | 95833 | DIRECTOR | 0.15 | $0 | $0 | $0 |
| ANKER CHRISTENSEN | ||||||||
| 2020 W EL CAMINO AVE 120 | SACRAMENTO | CA | 95833 | DIRECTOR | 0.15 | $0 | $0 | $0 |
| AMBER HOLWELL | ||||||||
| 2020 W EL CAMINO AVE 120 | SACRAMENTO | CA | 95833 | DIRECTOR | 0.15 | $0 | $0 | $0 |
| MIKE NEWELL | ||||||||
| 2020 W EL CAMINO AVE 120 | SACRAMENTO | CA | 95833 | DIRECTOR | 0.15 | $0 | $0 | $0 |
| STEPHEN FLEMING | ||||||||
| 2020 W EL CAMINO AVE 120 | SACRAMENTO | CA | 95833 | DIRECTOR | 0.15 | $0 | $0 | $0 |
| STEPHEN H JOHANSON | ||||||||
| 2020 W EL CAMINO AVE 120 | SACRAMENTO | CA | 95833 | DIRECTOR | 0.15 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $19,103,959 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $496,019 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,599,978 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $19,599,978 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $294,000 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,305,978 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $965,299 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $965,299 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,900 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,900 | TotalTaxAmt |
| Distributable Before Adj | $949,399 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $949,399 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $949,399 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $640,216 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $640,216 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $640,216 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $949,399 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $491,170 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $640,216 | QualifyingDistributionsAmt |
| Applied To Year1 | $491,170 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $149,046 | 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 | $800,353 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GREGORY G KELLY | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ONLINE SUBMITTAL ONLY - KELLYFOUNDA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2020 W EL CAMINO AVE | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95833 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9169784892 | RecipientPhoneNum |
| Recipient Email Address | INFO@KELLYFOUNDATIONSACRAMENTO.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | APPLICATIONS ARE PROCESSED THROUGH ONLINE SUBMITTALS ONLY AT KELLYFOUNDATIONSACRAMENTO.ORG. THE APPLICANTS MUST REVIEW THE GUIDELINES AVAILABLE ON THE WEBSITE PRIOR TO SUBMITTING A COMPLETED APPLICATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THE ANNUAL DEADLINE DATES FOR SUBMISSION ARE OCTOBER 15, JANUARY 15, APRIL 15 AND JULY 15. | SubmissionDeadlinesTxt |
| Restrictions On Awards | KELLY FOUNDATION WILL CONSIDER GRANT REQUESTS IN HEALTH AND HUMAN SERVICES, EDUCATION; AND CULTURE AND CIVIC IMPROVMENT. THE FOUNDATION WILL NOT CONSIDER GRANTS TO RELIGIOUS ORGANIZATION FOR EXPLICIT RELIGIOULS ACTIVITIES, AS DISTINGUISHED FROM SOCIAL OR EDUCATIONAL ACTIVITIES; POLITICAL CAMPAIGNS; FRATERNAL ORGANIZATION; LABOR SOCIETIES OR ORDERS; TELEPHONE SOLICITATIONS; AND NATIONAL FUNDRAISING EFFORTS. GUIDELINES FOR RESTRICTIONS OR LIMITATION ON AWARDS ARE AVAILABLE ON THE FOUNDATION'S WEBSITE AT KELLYFOUNDATIONSACRAMENTO.ORG. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (61 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 3STRANDS GLOBAL | |||||||
| 3941 PARK DRIVE SUITE 20-200 | EL DROADO HILLS | CA | 95762 | NONE | 501C(3) | EMPLOY + EMPOWER PROGRAM | $5,000 |
| ALS ASSOCIATION GREATER SACRAMENTO CHAPTER | |||||||
| 5701 SUNRISE BLVD | CITRUS HEIGHTS | CA | 95610 | NONE | 501C(3) | AUGMENTATIVE SPEECH COMMUNICATION DEVICE AND GET SMART EQUIPMENT LOAN PROGRAM | $5,000 |
| CHP 11-99 FOUNDATION | |||||||
| 2244 N STATE COLLEGE BLVD | FULLERTON | CA | 92831 | NONE | 501C(3) | EDUCATION PROGRAM | $10,000 |
| CITY YEAR SACRAMENTO | |||||||
| 2331 ALHAMBRA BLVD 300 | SACRAMENTO | CA | 95817 | NONE | 501C(3) | WHOLE SCHOOL WHOLE CHILD | $5,000 |
| COLLEGE TRACK | |||||||
| 2450 ALHAMBRA BLVD | SACRAMENTO | CA | 95817 | NONE | 501C(3) | COLLEGE TRACK SACRAMENTO SCHOLARSHIPS | $5,000 |
| CRISTO REY HIGH SCHOOL | |||||||
| 8475 JACKSON ROAD | SACRAMENTO | CA | 95826 | NONE | 501C(3) | PREPARING THE FUTURE WORK FORCE | $10,000 |
| CROCKER M MUSEUM | |||||||
| 255 216 0 STREET | SACRAMENTO | CA | 95814 | NONE | 501C(3) | CROCKER GALLERY HOURS | $5,000 |
| FAMILY PROMISE | |||||||
| PO BOX 1378 | SACRAMENTO | CA | 95812 | NONE | 501C(3) | PREVENT HOMELESSNESS & REHOUSE PROGRAM | $5,000 |
| FOOD LITERACY CENTER | |||||||
| 2973 THIRD AVENUE | SACRAMENTO | CA | 95817 | NONE | 501C(3) | HEALTHY RECIPE KITS TO IMPROVE THE HEALTH OF KIDS DURING COVID-19 PANDEMIC | $5,000 |
| HABITAT FOR HUMANITY OF GREATER SACRAMENTO | |||||||
| 819 NORTH10TH STREET | SACRAMENTO | CA | 95811 | NONE | 501C(3) | HABITAT FOR HUMANITY MANDOLIN ESTATES COMMUNITY DEVELOPMENT - PHASE 1 | $7,500 |
| JUNIOR ACHIEVEMENT OF SACRAMENTO | |||||||
| PO BOX 255602 | SACRAMENTO | CA | 95865 | NONE | 501C(3) | EMPOWERING YOUTH FROM A DISTANCE | $7,500 |
| MAKE-A-WISH NORTHEASTERN CALIFORNIA AND NORTHERN NEVADA | |||||||
| 2800 CLUB CENTER DRIVE | SACRAMENTO | CA | 95835 | NONE | 501C(3) | RAPID RESPONSE INITIATIVE | $10,000 |
| MERCY HOUSING CALIFORNIA | |||||||
| 2512 RIVER PLAZA DRIVE SUITE 200 | SACRAMENTO | CA | 95833 | NONE | 501C(3) | GENERAL SUPPORT OF MHC SACRAMENTO RESIDENT SERVICE PROGRAMS IN RESPONSE TO COVID-19 | $15,000 |
| OPENING DOORS INC | |||||||
| 1111 HOWE AVENUE SUITE 125 | SACRAMENTO | CA | 95825 | NONE | 501C(3) | COVID-19 EMERGENCY RELIEF FOR REFUGEES AND NEWCOMERS | $5,000 |
| PRIDE INDUSTRIES | |||||||
| 10030 FOOTHILLS BOULEVARD | SACRAMENTO | CA | 95747 | NONE | 501C(3) | YOUTH EMPLOYMENT SERVICES | $10,000 |
| RONALD MCDONALD HOUSE CHARITIES NORTHERN CALIFORNIA | |||||||
| 2555 49TH STREEET | SACRAMENTO | CA | 95817 | NONE | 501C(3) | ADOPT-A-FAMILY | $5,000 |
| SACRAMENTO LIFE CENTER | |||||||
| 2316 BELL EXECUTIVE LANE SACRAMENTO | SACRAMENTO | CA | 95825 | NONE | 501C(3) | PROVIDING CARE FOR LOW-INCOME PREGNANT WOMEN AND TEENS AND NEW MOMS DURING THE PANDEMIC | $5,000 |
| SACRAMENTO LOAVES & FISHES | |||||||
| PO BOX 13495 | SACRAMENTO | CA | 95813 | NONE | 501C(3) | EMERGENCY FUNDING FOR SACRAMENTO'S HOMELESS | $7,500 |
| SACRAMENTO PHILHARMONIC & OPERA | |||||||
| 1110 2ND STREET | SACRAMENTO | CA | 95814 | NONE | 501C(3) | LINK UP MUSIC EDUCATION PROGRAM | $5,000 |
| SACRAMENTO REGIONAL FAMILY JUSTICE CENTER FOUNDATION | |||||||
| 3701 POWER INN ROAD SUITE 3100 | SACRAMENTO | CA | 95826 | NONE | 501C(3) | VICTIM EMERGENCY SERVICES | $10,000 |
| SAINT JOHN'S PROGRAM FOR REAL CHANGE | |||||||
| 2443 FAIR OAKS BOULEVARD 369 | SACRAMENTO | CA | 95825 | NONE | 501C(3) | COVID-19 RELIEF FUNDING | $7,500 |
| SOIL BOM FARMS | |||||||
| PO BOX 661175 | SACRAMENTO | CA | 95866 | NONE | 501C(3) | DRIVE THROUGH MARKETPLACE | $5,000 |
| SPECIAL OLYMPICS OF NORTHERN CA | |||||||
| 3480 BUSKIRK AVENUE SUITE 340 | PLEASANT HILL | CA | 94523 | NONE | 501C(3) | SPECIAL OLYMPICS NORTHERN CALIFORNIA GREATER SACRAMENTO VIRTUAL PROGRAMS AND PPE SUPPORT 20/21 | $7,500 |
| TEEN SUCCESS INC | |||||||
| 508 VALLEY WAY | MILPITAS | CA | 95035 | NONE | 501C(3) | SACRAMENTO TEEN SUCCESS PROGRAM | $5,000 |
| WELLSPRING WOMEN'S CENTER | |||||||
| 3414 4TH AVENUE | SACRAMENTO | CA | 95817 | NONE | 501C(3) | NUTRITIOUS MEAL PROGRAM | $6,000 |
| WOMEN'S EMPOWERMENT | |||||||
| 1950 NORTH A STREET | SACRAMENTO | CA | 95811 | NONE | 501C(3) | HELPING WOMEN AND CHILDREN RISE FROM HOMELESSNESS DURING THE PANDEMIC | $5,000 |
| YOLO CRISIS NURSERY INC | |||||||
| 1107 KENNEDY PLACE SUITE 5 | DAVIS | CA | 95616 | NONE | 501C(3) | SAFE STAYS FOR CHILDREN AND WRAP-AROUND SERVICES FOR FAMILIES IN CRISIS | $10,000 |
| ALAMEDA COUNTY COMMUNITY FOOD BANK | |||||||
| 7900 EDGEWATER DR | OAKLAND | CA | 94621 | NONE | 501C(3) | FOOD DISTRIBUTION: COVID-19 RESPONSE | $5,000 |
| AMERICAN RED CROSS | |||||||
| 1663 MARKET ST | SAN FRANCISCO | CA | 94103 | NONE | 501C(3) | HOME FIRE CAMPAIGN: FINANCIAL ASSISTANCE | $7,500 |
| CASA EL DORADO | |||||||
| 347 MAIN ST | PLACERVILLE | CA | 95667 | NONE | 501C(3) | ADVOCATING FOR CHILDREN IN EL DORADO COUNTY FOSTER CARE | $5,000 |
| CCHAT (CHILDREN'S CHOICE FOR HEARING AND TALKING) CENTER-SACRAMENTO | |||||||
| 11100 COLOMA RD | RANCHO CORDOVA | CA | 95670 | NONE | 501C(3) | KINDERGARTEN - 3RD GRADE (K-3) READINESS INITIATIVE FOR CHILDREN WHO ARE DEAF AND HARD OF HEARINA"" | $7,500 |
| GIRL SCOUTS HEART OF CENTRAL CALIFORNIA | |||||||
| 6601 ELVAS AVE | SACRAMENTO | CA | 95819 | NONE | 501C(3) | THE GIRL SCOUT ADVANTAGE: ADOPT-A-SCHOOL PROGRAM | $5,000 |
| HOPE CENTERS UNITED DBA FOLSOM'S HOPE | |||||||
| 1100 BLUE RAVINE RD | FOLSOM | CA | 95630 | NONE | 501C(3) | STARS AFTER SCHOOL PROGRAM | $5,000 |
| KVIE INC | |||||||
| 2030 W EL CAMINO AVE | SACRAMENTO | CA | 95833 | NONE | 501C(3) | PBS KIDS | $7,500 |
| RIDE TO WALK | |||||||
| 1630 CA-193 | LINCOLN | CA | 95648 | NONE | 501C(3) | PROGRAM FOR CHILDREN WITH DISABILITIES | $5,000 |
| SACRAMENTO SPCA | |||||||
| 6201 FLORIN PERKINS RD | SACRAMENTO | CA | 95828 | NONE | 501C(3) | PAW PANTRY | $5,000 |
| SIERRA NEVADA JOURNEYS | |||||||
| 2515 VEENTURE OAKS WAY 135 | SACRAMENTO | CA | 95833 | NONE | 501C(3) | VIRTUAL CLASSROOMS UNLEASHED | $7,500 |
| STANFORD YOUTH SOLUTIONS | |||||||
| 8912 VOLUNTEER LN | SACRAMENTO | CA | 95826 | NONE | 501C(3) | WONDER MENTORING PROGRAM AND THE LIFELINE FUND | $10,000 |
| THE SOCIETY OF CALIFORNIA PIONEERS | |||||||
| 101 MONTGOMERY ST 150 | SAN FRANCISCO | CA | 94129 | NONE | 501C(3) | EUREKA! PRIMARY SOURCES OF EARLY CALIFORNIA HISTORY FOR STUDENTS, TEACHERS, AND PARENTS | $5,000 |
| YOLO HOSPICE | |||||||
| 1909 GALILEO CT | DAVIS | CA | 95618 | NONE | 501C(3) | HOME HEALTH AIDES - COVID AND BEYOND | $10,000 |
| CASA SACRAMENTO | |||||||
| 301 BICENTENNIAL CIRCLE 220 | SACRAMENTO | CA | 95826 | NONE | 501C(3) | SUPPORT FOR TRANSITION AGE YOUTH | $7,500 |
| CHP 11-99 FOUNDATION | |||||||
| 2244 N STATE COLLEGE BLVD | FULLERTON | CA | 92831 | NONE | 501C(3) | EDUCATION PROGRAM | $10,000 |
| COUNTY OF YOLO | |||||||
| 625 COURT STREET RM 204 | WOODLAND | CA | 95695 | NONE | 501C(3) | YOLO COUNTY FAMILY POVERTY REDUCTION PILOT PROGRAM | $10,000 |
| THE DOMINGUEZ DREAM | |||||||
| 4540 BUCKHORN DRIVE | SACRAMENTO | CA | 95834 | NONE | 501C(3) | DREAM WELL SOCIAL & EMOTIONAL WELL BEING PROGRAM | $5,000 |
| FIREFIGHTERS BURN INSTITUTE | |||||||
| 3101 STOCKTON BLVD | SACRAMENTO | CA | 95820 | NONE | 501C(3) | YOUTH FIRESETTER PROGRAM | $2,500 |
| HABITAT FOR HUMANITY OF GREATER SACRAMENTO | |||||||
| 819 NORTH 10TH STREET | SACRAMENTO | CA | 95811 | NONE | 501C(3) | AFFORDABLE HOUSING/EQUITY BUILDING FOR UNDERSERVED INDIVIDUALS | $10,000 |
| KEATON'S CHILD CANCER ALLIANCE | |||||||
| 2260 DOUGLAS BLVD SUITE 150 | ROSEVILLE | CA | 95661 | NONE | 501C(3) | RESILIENCE THROUGH SOCIAL CONNECTIVITY | $7,500 |
| MAKE IT HAPPEN FOR YOLO COUNTY | |||||||
| PO BOX 982 | DAVIS | CA | 95617 | NONE | 501C(3) | HELPING TRANSITION AGE FOSTER YOUTH IN YOLO COUNTY FURNISH FIRST HOMES | $2,500 |
| REDWOOD EMPIRE FOOD BANK | |||||||
| 3390 BRICKWAY BLVD | SANTA ROSA | CA | 95403 | NONE | 501C(3) | HUNGER RELIEF PROGRAMS | $10,000 |
| YOLO FOOD BANK | |||||||
| 1244 FORTNA AVENUE | WOODLAND | CA | 95776 | NONE | 501C(3) | NURTURE YOLO - AN EQUITABLE, SUSTAINABLE LOCAL FOOD SYSTEM TO BENEFIT ALL YOLO COUNTY RESIDENTS | $10,000 |
| BIG BROTHERS BIG SISTERS OF THE GREATER SACRAMENTO AREA | |||||||
| 800 HOWE AVENUE SUITE 440 | SACRAMENTO | CA | 95825 | NONE | 501C(3) | GET 'EM MATCHED | $10,000 |
| DAVIS COMMUNITY MEALS AND HOUSING | |||||||
| PO BOX 72463 | DAVIS | CA | 95616 | NONE | 501C(3) | PAUL'S PLACE | $10,000 |
| EASTER SEALS SUPERIOR CALIFORNIA | |||||||
| PO BOX 255187 | SACRAMENTO | CA | 95865 | NONE | 501C(3) | PEDIATRIC THERAPY CLINIC EQUIPMENT | $15,000 |
| LIFE SKILLS TRAINING AND EDUCATIONAL PROGRAMS INC | |||||||
| 3247 RAMOS CIRCLE | SACRAMENTO | CA | 95827 | NONE | 501C(3) | POST PANDEMIC AFTER-SCHOOL PROGRAM DEVELOPMENT | $5,000 |
| SACRAMENTO ZOO | |||||||
| 3930 WEST LAND PARK DRIVE | SACRAMENTO | CA | 95822 | NONE | 501C(3) | VIRTUAL SCIENCE EDUCATION PROGRAM SCHOLARSHIPS | $4,000 |
| HABITAT FOR HUMANITY OF GREATER SACRAMENTO | |||||||
| 819 NORTH 10TH STREET | SACRAMENTO | CA | 95811 | NONE | 501C(3) | CORNERSTONE DEVELOPMENT - PHASE 1 | $100,000 |
| MIDTOWN PARKS | |||||||
| 1401 21ST ST UNIT A | SACRAMENTO | CA | 95811 | NONE | 501C(3) | IN MEMORY OF RANDY PARAGARY | $2,500 |
| REDCROSS OF NORTHERN CA | |||||||
| 1565 EXPOSITION BLVD | SACRAMENTO | CA | 95815 | NONE | 501C(3) | EMERGENCY GRANT CA WILDFIRES - CALDOR FIRE RELIEF | $50,000 |
| SALVATION ARMY - DEL ORO DIVISION | |||||||
| 3755 N FREEWAY BLVD | SACRAMENTO | CA | 95834 | NONE | 501C(3) | EMERGENCY GRANT CA WILDFIRES - CALDOR FIRE RELIEF | $50,000 |
| PARKINSONS FOUNDATION | |||||||
| 1025 IRON POINT RD STE 1046 | FOLSOM | CA | 95630 | NONE | 501C(3) | NEWLY DIAGNOSED - SACRAMENTO SUPPORT | $5,000 |
| YOLO FAMILY POVERY REDUCTION PROGRAM | |||||||
| 625 COURT STREET | WOODLAND | CA | 95695 | NONE | 501C(3) | POVERY REDUCTION PILOT PROGRAM | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $625,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $69 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $287,574 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $651,041 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $205,863 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,144,547 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,144,547 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| RIVER CITY BANK | |||||||
| 1 | 2485 NATOMAS PARK DR 100 | SACRAMENTO | CA | 95833 | $287,500 | Yes (X) | |
| THE JONS KELLY LEAD CHARITABLE TRUS | |||||||
| 2 | 2020 W EL CAMINO AVE 120 | SACRAMENTO | CA | 95833 | $140,513 | Yes (X) | |
| MARIA KELLY | |||||||
| 3 | 6918 75TH STREET | LAKEWOOD | WA | 98498 | $13,000 | Yes (X) | |
| JON S KELLY TRUST ESTATE | |||||||
| 4 | 2020 W EL CAMINO AVE 120 | SACRAMENTO | CA | 95833 | $8,830,000 | Yes (X) | |
| JON S KELLY TRUST ESTATE | |||||||
| 5 | 2020 W EL CAMINO AVE 120 | SACRAMENTO | CA | 95833 | $10,000,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 4 | ContributorNum |
| Noncash Property | VARIOUS PROMISSORY NOTES RECEIVABLE | NoncashPropertyDesc |
| Fair Market Value | $8,830,000 | FairMarketValueAmt |
| Received | 2021-01-01 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN FEES | CategoryTxt |
| Amt | $1,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,000 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FMV OF GIFT NOTE RECEIVABLE | IdentifierTxt |
| Form And Line Reference | FORM 990-PF PART II LINE 3 EXPLANATION | FormAndLineReferenceDesc |
| Medium Explanation | BORROWER'S NAME FMV OF GIFT DATE OF GIFT JON S. KELLY 2019 IRREVOCABLE TRUST 3,267,000.00 1/1/2021 CPLT HOLDINGS 622,000.00 1/1/2021 RILEY GARDNER 309,000.00 1/1/2021 STEPHEN FLEMING 619,000.00 1/1/2021 G.G. KELLY LLC 4,013,000.00 1/1/2021 | MediumExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CHARLES SCHWAB | FMV | $16,819,178 | $16,819,178 |
| DFA- SHORT TERM GOVERNMENT | FMV | $639,053 | $639,053 |
| DFA-ONE YEAR FIXED INCOME | FMV | $902,484 | $902,484 |
| DFA-US LARGE COMPANY | FMV | $1,244,871 | $1,244,871 |
| DFA-US MICRO CAP | FMV | $2,247,780 | $2,247,780 |
| PAYDENFUNDS-GLOBAL FIXED INCOME FUND | FMV | $558,213 | $558,213 |
| WELLS FARGO ADVISORS | FMV | $1,013,320 | $1,013,320 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LICENSE SUBSCRIPTION | $3,855 | $0 | $3,855 |
| DUES | $1,530 | $0 | $1,530 |
| INSURANCE | $1,361 | $0 | $1,361 |
| OFFICE | $370 | $0 | $370 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER TAXABLE INCOME | $597,736 | $597,736 | $597,736 |
| INTEREST INCOME ON NOTES RECEIVABLE | $53,305 | $53,305 | $53,305 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $2,771,662 | Amt |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (5 entries)
| Insider RelationshipInsiderRelationshipTxt | Loan OriginalLoanOriginalAmt | Balance DueBalanceDueAmt | NoteNoteDt | Loan MaturityLoanMaturityDt | Repayment TermsRepaymentTermsTxt | InterestInterestRt | Security Provided BorrowerSecurityProvidedBorrowerTxt | Loan PurposeLoanPurposeTxt | Lender ConsiderationLenderConsiderationDesc | Consideration FMVConsiderationFMVAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| JON S KELLY 2019 IRRV TRUST | ||||||||||
| TRUSTEE IS DIRECTOR | $5,247,793 | $3,458,690 | 2021-01 | 2028-09 | INT ANNUALLY; PRINC DUE AT MATURITY | 1.510000000000 | UNSECURED | CHARITABLE GIFT OF EXISTING PROMISSORY NOTE FROM JON S. KELLY TRUST ESTATE | NA - GIFT BY ESTATE | $0 |
| CPLT HOLDINGS | ||||||||||
| NONE | $1,000,000 | $658,581 | 2021-01 | 2028-09 | INT ANNUALLY; PRINC DUE AT MATURITY | 1.510000000000 | UNSECURED | CHARITABLE GIFT OF EXISTING PROMISSORY NOTE FROM JON S. KELLY TRUST ESTATE | NA - GIFT BY ESTATE | $0 |
| RILEY GARDNER | ||||||||||
| DIRECTOR | $499,890 | $327,277 | 2021-01 | 2028-10 | 1.510000000000 | UNSECURED | CHARITABLE GIFT OF EXISTING PROMISSORY NOTE FROM JON S. KELLY TRUST ESTATE | NA - GIFT BY ESTATE | $0 | |
| STEPHEN FLEMING | ||||||||||
| DIRECTOR | $999,970 | $655,476 | 2021-01 | 2028-10 | 1.510000000000 | UNSECURED | CHARITABLE GIFT OF EXISTING PROMISSORY NOTE FROM JON S. KELLY TRUST ESTATE | NA - GIFT BY ESTATE | $0 | |
| GG KELLY LLC | ||||||||||
| LLC OWNED BY DIRECTOR | $7,649,677 | $4,327,711 | 2021-01 | 2029-08 | INT QUARTERLY; PRINC AT MATURITY; 3 MON LIBOR | 0.000000000000 | UNSECURED | CHARITABLE GIFT OF EXISTING PROMISSORY NOTE FROM JON S. KELLY TRUST ESTATE | NA - GIFT BY ESTATE | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BROKER FEES | $628 | $628 | $0 |
| ADMINISTRATION SERVICES | $6,750 | $0 | $6,750 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JON S KELLY TRUST ESTATE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2020 W EL CAMINO AVE 120 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95833 | ZIPCd |
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