KEVIN J P OHARA FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
KEVIN J P OHARA FAMILY FOUNDATION (EIN 72-1609700)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-15
IRS object ID
202103199349102780
Schema version
2020v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-15T09:15:40-08:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN263963060PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DUGGAN BERTSCH LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1303 W MADISON ST SUITE 1000AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN721609700EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Kevin JP OHara Family FdnBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKEVIBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line13090 N Mountain Maple LaneAddressLine1Txt
CityWilsonCityNm
State AbbreviationWYStateAbbreviationCd
ZIP83014ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKevin JP O'HaraPersonNm
Person TitlePresidentPersonTitleTxt
Signature2021-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstKevin JPPersonFirstNm
Person LastOHaraPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLaura J Crane CPAPreparerPersonNm
PTINP00540885PTIN
Phone3122638600PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$504,841FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$3,140ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$392InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$392InterestOnSavNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,605NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,605GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,605CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$5,137TotalRevAndExpnssAmt
Total Net Invst Incm$1,997TotalNetInvstIncmAmt
Taxes Rev And Expnss-$8,869TaxesRevAndExpnssAmt
Taxes Net Invst Incm-$8,869TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss-$8,869TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm-$8,869TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$70,100ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$70,100ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$61,231TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm-$8,869TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$70,100TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$56,094ExcessRevenueOverExpensesAmt
Net Investment Income$10,866NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$560,935SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$504,841SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$504,841SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$560,935TotalAssetsBOYAmt
Total Assets EOY$504,841TotalAssetsEOYAmt
Total Assets EOYFMV$504,841TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$560,935RetainedEarningBOYAmt
Retained Earning EOY$504,841RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$560,935TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$504,841TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$560,935TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$504,841TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$560,935TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$56,094ExcessRevenueOverExpensesAmt
Subtotal$504,841SubtotalAmt
Tot Net Ast Or Fund Balances EOY$504,841TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyRealized gain from holdbackPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2018-01-01AcquiredDt
Sold2020-12-31SoldDt
Gross Sales Price$1,605GrossSalesPriceAmt
Gain Or Loss$1,605GainOrLossAmt
Gains Minus Excess Or Losses$1,605GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$1,605CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$151InvestmentIncomeExciseTaxAmt
Subtotal$151SubtotalAmt
Tax Based On Investment Income$151TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$888EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$888TotalPaymentsAndCreditsAmt
Overpayment$737OverpaymentAmt
Applied To ES Tax$737AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateWYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenfalseForm990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Kevin OHaraBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3129258082PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13090 N Mountain Maple LaneAddressLine1Txt
CityWilsonCityNm
State AbbreviationWYStateAbbreviationCd
ZIP830149631ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Kevin JP O'Hara
3090 N Mountain Maple LaneWilsonWY830149631President1.00$0
Kevin JP O'Hara
3090 N Mountain Maple LaneWilsonWY830149631Director0.00$0
Doreen A O'Hara
461 Sutherland LnProspect HeightsIL600702594Director0.00$0
Kevin JP O'Hara
3090 N Mountain Maple LaneWilsonWY830149631Secretary0.00$0
Doreen A O'Hara
461 Sutherland LnProspect HeightsIL600702594Treasurer0.00$0
James M Duggan
303 West Madison Ste 1000ChicagoIL60606Director0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$545,729AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$545,729TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$545,729AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$8,186CashDeemedCharitableAmt
Net Vl Noncharitable Assets$537,543NetVlNoncharitableAssetsAmt
Minimum Investment Return$26,877MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$26,877MinimumInvestmentReturnAmt
Tax Based On Investment Income$151TaxBasedOnInvestmentIncomeAmt
Total Tax$151TotalTaxAmt
Distributable Before Adj$26,726DistributableBeforeAdjAmt
Distributable Before Ded$26,726DistributableBeforeDedAmt
Distributable As Adjusted$26,726DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$70,100ExpensesAndContributionsAmt
Qualifying Distributions$70,100QualifyingDistributionsAmt
Adjusted Qualifying Distri$70,100AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$26,726DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$62,100ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$106,640ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$66,528ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$235,268TotalExcessDistributionCyovAmt
Qualifying Distributions$70,100QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$26,726AppliedToCurrentYearAmt
Remaining Distri From Corpus$43,374RemainingDistriFromCorpusAmt
Total Corpus$278,642TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$278,642ExcessDistriCyovToNextYrAmt
Excess From Year4$62,100ExcessFromYear4Amt
Excess From Year3$106,640ExcessFromYear3Amt
Excess From Year2$66,528ExcessFromYear2Amt
Excess From Current Year$43,374ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Big Shoulder Charity Fund
309 West Washington Suite 550ChicagoIL60606None501(c)3Education for children$22,000
Jackson Hole Community School
1715 High School Road 240JacksonWY83002None501(c)3Educational Support$28,000
Loyola Academy
1100 Laramie AvenueWilmetteIL60091None501(c)3Educational Support$20,000
Our Lady of the Mountains
201 S Jackson StreetJacksonWY83001None501(c)3Religious$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$70,100TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$392ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,605ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,997ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,997TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationWyoming does not require a copy of Form 990-PF to be submitted to the Attorney General.ExplanationTxt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFederal Tax RefundCategoryTxt
Amt$8,869Amt
Net Investment Income-$8,869NetInvestmentIncomeAmt

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