KEVIN J P OHARA FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: KEVIN J P OHARA FAMILY FOUNDATION (EIN 72-1609700)
Tax period: 2021-01-01 to 2021-12-31
Filed: 2022-11-15
IRS object ID: 202213199349108886
Schema version: 2021v4.0
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

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-11-15T15:11:24-08:00	ReturnTs
Tax Period End	2021-12-31	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	2021-01-01	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	2022-11-15	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

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Daniel J Lutz CPA	PreparerPersonNm
PTIN	P01322028	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	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	$384,890	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	$49	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$49	InterestOnSavNetInvstIncmAmt
Total Rev And Expnss	$49	TotalRevAndExpnssAmt
Total Net Invst Incm	$49	TotalNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$0	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$120,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$120,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$120,000	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$120,000	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$119,951	ExcessRevenueOverExpensesAmt
Net Investment Income	$49	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$504,841	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$384,890	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$384,890	SavAndTempCashInvstEOYFMVAmt
Total Assets BOY	$504,841	TotalAssetsBOYAmt
Total Assets EOY	$384,890	TotalAssetsEOYAmt
Total Assets EOYFMV	$384,890	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Retained Earning BOY	$504,841	RetainedEarningBOYAmt
Retained Earning EOY	$384,890	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$504,841	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$384,890	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$504,841	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$384,890	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$504,841	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$119,951	ExcessRevenueOverExpensesAmt
Subtotal	$384,890	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$384,890	TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$1	InvestmentIncomeExciseTaxAmt
Subtotal	$1	SubtotalAmt
Tax Based On Investment Income	$1	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$737	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$737	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
461 Sutherland Ln	Prospect Heights	IL	600702594	Director	0.00	$0
Kevin JP O'Hara
3090 N Mountain Maple Lane	Wilson	WY	830149631	Secretary	0.00	$0
Doreen A O'Hara
461 Sutherland Ln	Prospect Heights	IL	600702594	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	$496,533	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$496,533	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast	$496,533	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$7,448	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$489,085	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$24,454	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$24,454	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$1	TaxBasedOnInvestmentIncomeAmt
Total Tax	$1	TotalTaxAmt
Distributable Before Adj	$24,453	DistributableBeforeAdjAmt
Distributable Before Ded	$24,453	DistributableBeforeDedAmt
Distributable As Adjusted	$24,453	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$120,000	ExpensesAndContributionsAmt
Qualifying Distributions	$120,000	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$24,453	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$62,100	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$106,640	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$66,528	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1	$43,374	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$278,642	TotalExcessDistributionCyovAmt
Qualifying Distributions	$120,000	QualifyingDistributionsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$24,453	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$95,547	RemainingDistriFromCorpusAmt
Total Corpus	$374,189	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$62,100	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$312,089	ExcessDistriCyovToNextYrAmt
Excess From Year4	$106,640	ExcessFromYear4Amt
Excess From Year3	$66,528	ExcessFromYear3Amt
Excess From Year1	$43,374	ExcessFromYear1Amt
Excess From Current Year	$95,547	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
Jackson Hole Classical Academy
2500 S Park Loop Road	Jackson	WY	83001	None	501(c)3	Education	$20,000
Relevant Radio
680 Barclay Blvd	Lincolnshire	IL	60069	None	501(c)3	Religious	$100,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$120,000	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$49	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$49	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$49	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

KEVIN J P OHARA FAMILY FOUNDATION: Form 990PF, tax year 2021

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 (2 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

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