BETA

BRIAN M AND ERIN T KELLY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
BRIAN M AND ERIN T KELLY FOUNDATION (EIN 47-4172502)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-07-07
IRS object ID
202021899349100007
Schema version
2019v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-07-07T08:32:10-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MILLER COOPER & CO LTDBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11751 Lake Cook Road Suite 400AddressLine1Txt
CityDeerfieldCityNm
State AbbreviationILStateAbbreviationCd
ZIP60015ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN474172502EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Brian M and Erin T Kelly FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% ERIN KELLYInCareOfNm
Business Name ControlBRIABusinessNameControlTxt
Phone8474286059PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 1148AddressLine1Txt
CityWoodstockCityNm
State AbbreviationILStateAbbreviationCd
ZIP60098ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRIAN KELLYPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8474286059PhoneNum
Signature2020-06-01SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKathy KirchschlagerPreparerPersonNm
PTINP00523864PTIN
Phone8472055000PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address104.0.46.13IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id15866820201895000017FederalOriginalSubmissionId
Federal Original Submission Id2020-07-07FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id8E033BFD63994933F27F9A7B47C56FEB4B9D65F2AtSubmissionCreationDeviceId
At Submission Filing Device IdA2C28F97988B06F203F63826F1334B1A1143B5B9AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,327,190FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$38,370ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$64,152DividendsRevAndExpnssAmt
Dividends Net Invst Incm$64,152DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$101,985NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$550,654GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$101,985CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$204,507TotalRevAndExpnssAmt
Total Net Invst Incm$166,137TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$4,450AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$9,253OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$9,253OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$7,020TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,420TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$235OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$20,958TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$10,673TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$172,350ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$172,350ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$193,308TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$10,673TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$172,350TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$11,199ExcessRevenueOverExpensesAmt
Net Investment Income$155,464NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$58,946CashBOYAmt
Cash EOY$57,170CashEOYAmt
Cash EOYFMV$57,170CashEOYFMVAmt
Corporate Stock BOY$2,283,481CorporateStockBOYAmt
Corporate Stock EOY$2,303,195CorporateStockEOYAmt
Corporate Stock EOYFMV$2,589,642CorporateStockEOYFMVAmt
Corporate Bonds BOY$679,514CorporateBondsBOYAmt
Corporate Bonds EOY$672,775CorporateBondsEOYAmt
Corporate Bonds EOYFMV$680,378CorporateBondsEOYFMVAmt
Total Assets BOY$3,021,941TotalAssetsBOYAmt
Total Assets EOY$3,033,140TotalAssetsEOYAmt
Total Assets EOYFMV$3,327,190TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$3,021,941CapitalStockBOYAmt
Capital Stock EOY$3,033,140CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$3,021,941TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,033,140TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,021,941TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,033,140TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,021,941TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$11,199ExcessRevenueOverExpensesAmt
Subtotal$3,033,140SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,033,140TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$80,440$88,566-$8,126-$8,126
PUBLICLY TRADED SECURITIESP$465,138$360,103$105,035$105,035
CAPITAL GAIN DIVIDENDSP$5,076
FieldValueIRS element (for citing)
Capital Gain Net Income$101,985CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$187,500AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,180,958NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.058945DistributionYr1Rt
Adjusted Qlfy Distri Yr2$156,300AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$3,203,138NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.048796DistributionYr2Rt
Adjusted Qlfy Distri Yr3$93,750AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,807,685NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.03339DistributionYr3Rt
Adjusted Qlfy Distri Yr4$200,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$656,253NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.304761DistributionYr4Rt
Total Distribution0.445892TotalDistributionRt
Average Distribution0.111473AverageDistributionRt
Net Vl Noncharitable Assets$3,026,575NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$337,381AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,555NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$338,936AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$172,350QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,109InvestmentIncomeExciseTaxAmt
Subtotal$3,109SubtotalAmt
Tax Based On Investment Income$3,109TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,389EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$4,389TotalPaymentsAndCreditsAmt
Overpayment$1,280OverpaymentAmt
Applied To ES Tax$1,280AppliedToESTaxAmt

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 StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
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 Line1ERIN KELLYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8474286059PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1148AddressLine1Txt
CityWOODSTOCKCityNm
State AbbreviationILStateAbbreviationCd
ZIP60098ZIPCd
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
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
BRIAN KELLY
PO Box 1148WoodstockIL60098PRESIDENT1.0$0$0$0
ERIN KELLY
PO Box 1148WoodstockIL60098SECRETARY/TREASURER1.0$0$0$0
KAREN CONWAY
PO Box 1148WoodstockIL60098BOARD MEMBER0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,016,332AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$56,333AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,072,665TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,072,665AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$46,090CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,026,575NetVlNoncharitableAssetsAmt
Minimum Investment Return$151,329MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$151,329MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,109TaxBasedOnInvestmentIncomeAmt
Total Tax$3,109TotalTaxAmt
Distributable Before Adj$148,220DistributableBeforeAdjAmt
Distributable Before Ded$148,220DistributableBeforeDedAmt
Distributable As Adjusted$148,220DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$172,350ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$172,350QualifyingDistributionsAmt
Adjusted Qualifying Distri$172,350AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$148,220DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12017PriorYear1Yr
Prior Year22016PriorYear2Yr
Prior Year32015PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$135,372ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr1$32,952ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$168,324TotalExcessDistributionCyovAmt
Qualifying Distributions$172,350QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$148,220AppliedToCurrentYearAmt
Remaining Distri From Corpus$24,130RemainingDistriFromCorpusAmt
Total Corpus$192,454TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$192,454ExcessDistriCyovToNextYrAmt
Excess From Year4$135,372ExcessFromYear4Amt
Excess From Year1$32,952ExcessFromYear1Amt
Excess From Current Year$24,130ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
MARIAN CENTRAL CATHOLIC HIGH SCHOOL
1001 McHenry AveWoodstockIL60098NONEPCEDUCATION$3,000
1ST WAY LIFE CENTER
3714 FAIRVIEW AVENUEJOHNSBURGIL60051NONEPCCounseling$1,000
RABINE FOUNDATION
900 NATIONAL PARKWAY SUITE 260SCHAUMBURGIL60173NONEPCADVOCACY$3,000
THE AUGUSTINE INSTITUTE
6160 S SYRACUSE WAY SUITE 310GREENWOOD VILLAGECO80111NONEPCRELIGIOUS$52,500
CASA of McHenry County
70 N Williams StCrystal LakeIL60014NONEPCCHILD WELFARE$1,250
The Church of Holy Apostles
5211 BULL VALLEY RDMCHENRYIL60050NONEPCRELIGIOUS$65,000
Turning Point USA
217 1/2 E ILLINOIS STLEMONTIL60439NONEPCEDUCATION$10,000
Legatus International
24 Frank Lloyd Wright Dr Ste L280Ann ArborMI48105NONEPCRELIGIOUS$3,600
Right to Life McHenry County
754 Bedford DrCrystal LakeIL60014NONEPCRELIGIOUS$1,500
MARIAN MISSIONARIES OF DIVINE MERCY
PO BOX 264STOCKBRIDGEMA01262NONEPCRELIGIOUS$5,000
McHenry County Catholic Prayer Breakfast
1023 McHenry AvenueCrystal LakeIL60014NONEPCRELIGIOUS$1,500
Annunciation Heights
7400 State Hwy 7Estes ParkCO805176409NONEPCRELIGIOUS$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$172,350TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$64,152ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$101,985ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$166,137ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$166,137TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonBrian and Erin KellyContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line110501 Country Club RoadAddressLine1Txt
CityWoodstockCityNm
State AbbreviationILStateAbbreviationCd
ZIP600988066ZIPCd
FieldValueIRS element (for citing)
Total Contributions$38,370TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyPublicly Traded SecuritiesNoncashPropertyDesc
Fair Market Value$104,193FairMarketValueAmt
Received2019-12-24ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$4,450Amt

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondBERNSTEIN ACCT# 93693BondNm
EOY Book Value$672,775EOYBookValueAmt
EOYFMV$680,378EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BERNSTEIN ACCT# 93693$2,267,241$2,554,147
BERNSTEIN ACCT# 01665$35,954$35,495

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
BANK FEES$130
FILING FEES$15
DUES & SUBSCRIPTIONS$90

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$9,253Amt
Net Investment Income$9,253NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAX ON INV INCOME$1,420$1,420
FEDERAL TAXES$5,600

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.