KELLEY FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- KELLEY FAMILY FOUNDATION (EIN 20-3971934)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-12
- IRS object ID
- 201813169349101021
- Schema version
- 2017v2.3
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-12T12:19:43-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 CAPITOL MALL SUITE 1400 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 958144434 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203971934 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KELLEY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KELL | BusinessNameControlTxt |
| Phone | 9169657100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3140 PEACEKEEPER WAY | AddressLine1Txt |
| City | MCCLELLAN | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95652 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LARRY KELLEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9169657100 | PhoneNum |
| Signature | 2018-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAMARIS PEREZ | PreparerPersonNm |
| PTIN | P01317736 | PTIN |
| Phone | 9164411000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 71.8.181.200 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-10-30 | IPDt |
| IP Tm | 18:57:14 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D08A180FFD821D6620FF0D079A5F3340B7052332 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $210,715 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $52,635 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $3,564 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,564 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $18,592 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $101,650 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $18,592 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $74,791 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $22,156 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $35 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $35 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,055 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,055 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,090 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,090 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $14,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $14,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $15,340 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,090 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $14,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $59,451 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $21,066 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $8,099 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,655 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,655 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $114,641 | CorporateStockBOYAmt |
| Corporate Stock EOY | $180,536 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $209,060 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $122,740 | TotalAssetsBOYAmt |
| Total Assets EOY | $182,191 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $210,715 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $122,740 | UnrestrictedBOYAmt |
| Unrestricted EOY | $182,191 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $122,740 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $182,191 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $122,740 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $182,191 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $122,740 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $59,451 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $182,191 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $182,191 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| PIMCO ALL ASSET | 2016-09-15 | 2017-09-05 | $8,476 | $8,096 | $380 | $380 | |
| PUTNAM DYNAMIC ASSET | 2017-03-31 | 2017-12-19 | $2,886 | $2,759 | $127 | $127 | |
| WELLS FARGO ASSET ALLOC | 2016-12-27 | 2017-03-31 | $230 | $219 | $11 | $11 | |
| BLACKROCK GLOBAL ALLOCATION | 2015-03-27 | 2017-12-19 | $2,987 | $3,087 | -$100 | -$100 | |
| CONOCO PHILLIPS | 2015-08-24 | 2017-03-31 | $19,738 | $17,580 | $2,158 | $2,158 | |
| INTEL CORP | 2015-08-24 | 2017-03-31 | $14,409 | $10,858 | $3,551 | $3,551 | |
| ISHARES MSCI ETF | 2015-03-27 | 2017-09-05 | $269 | $240 | $29 | $29 | |
| MICROSOFT CORP | 2015-08-24 | 2017-03-31 | $26,353 | $16,994 | $9,359 | $9,359 | |
| PIMCO ALL ASSET | 2015-03-27 | 2017-09-05 | $12,016 | $11,305 | $711 | $711 | |
| WELLS FARGO ASSET ALLOCATION FUND | 2015-03-27 | 2017-03-31 | $11,676 | $11,920 | -$244 | -$244 | |
| CAPITAL GAINS DIVIDENDS | $2,610 | $2,610 | $2,610 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $18,592 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $518 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $11,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $69,626 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.165168 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $12,444 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $70,096 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.177528 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,100 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $74,947 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.041363 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,510 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $74,565 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.033662 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $7,722 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $79,810 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.096755 | DistributionYr5Rt |
| Total Distribution | 0.514476 | TotalDistributionRt |
| Average Distribution | 0.102895 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $140,956 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $14,504 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $211 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $14,715 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $14,250 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $421 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $421 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $421 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,317 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,317 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,896 | OverpaymentAmt |
| Applied To ES Tax | $1,896 | 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 | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LARRY KELLEY | IndividualWithBooksNm |
| Phone | 9169757100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3140 PEACEKEEPER WAY | AddressLine1Txt |
| City | MCCLELLAN | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95652 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| LARRY KELLEY | ||||||||
| 3140 PEACEKEEPER WAY | MCCLELLAN | CA | 95652 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| MARY JANE KELLEY | ||||||||
| 3140 PEACEKEEPER WAY | MCCLELLAN | CA | 95652 | SECRETARY | 0.00 | $0 | $0 | $0 |
| LARRY DENTON KELLEY JR | ||||||||
| 3140 PEACEKEEPER WAY | MCCLELLAN | CA | 95652 | TREASURER | 0.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE ORGANIZATION MAKES CONTRIBUTIONS PRIMARILY TO EXISTINGNON-PROFIT ORGANIZATIONS IN THE FIELDS OF HEALTHCARE,EDUCATION, CHILD ABUSE PREVENTION AND MEDICAL RESEARCH. | Description1Txt |
| Expenses1 | $14,250 | Expenses1Amt |
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 | $136,878 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,225 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $143,103 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $143,103 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,147 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $140,956 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,048 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,048 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $421 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $421 | TotalTaxAmt |
| Distributable Before Adj | $6,627 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,627 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,627 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $14,250 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $14,250 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $14,250 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,627 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,837 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $9,081 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $8,054 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $20,972 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $14,250 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,627 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,623 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $28,595 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $3,837 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $24,758 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $9,081 | ExcessFromYear2Amt |
| Excess From Year1 | $8,054 | ExcessFromYear1Amt |
| Excess From Current Year | $7,623 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AEROSPACE MUSEUM OF CALIFORNIA | ||||||
| 3200 FREEDOM PARK DR | MCCLELLAN | CA | 95652 | PC | EDUCATION | $2,500 |
| AMERICAN RED CROSS | ||||||
| 431 18TH ST NW | WASHINGTON | DC | 20006 | PC | HEALTHCARE | $10,000 |
| JESUIT HIGH SCHOOL | ||||||
| 1200 JACOB LN | CARMICHAEL | CA | 95608 | PC | EDUCATION | $1,000 |
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||
| 101 MONTGOMERY ST SUITE 750 | SAN FRANCISCO | CA | 94104 | PC | HEALTHCARE | $500 |
| UP PAGEANTRY | ||||||
| 1700 EUREKA RD SUITE 150A | ROSEVILLE | CA | 95661 | PC | COMMUNITY ENHANCEMENT | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $14,250 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,564 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $18,592 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $22,156 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $22,156 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | LARRY KELLEY SR MARY JANE KELLEY | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3140 PEACEKEEPER WAY | AddressLine1Txt |
| City | MCCLELLAN | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95652 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $52,635 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 500 SHARES OF BP PLC | $20,935 | 2017-12-28 |
| 1 | 500 SHARES OF CONOCOPHILLIPS | $27,590 | 2017-12-28 |
| 1 | 200 SHARES OF INTEL CORP | $9,244 | 2017-12-28 |
| 1 | 200 SHARES OF MICROSOFT CORP | $17,144 | 2017-12-28 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AQR EQ MARKET NEUTRAL FUND | $20,186 | $20,464 |
| BLACKROCK GLOBAL ALLOCATION FU | $26,899 | $27,168 |
| BP PLC | $16,734 | $21,015 |
| CONOCOPHILLIPS | $21,975 | $27,445 |
| FIRST EAGLE GLOBAL FUNDS CLASS | $26,559 | $28,845 |
| INTEL CORP | $5,429 | $9,232 |
| ISHARES MSCI ACWI ETF | $13,241 | $15,499 |
| MFS GLOBAL TOTAL RETURN | $14,266 | $14,338 |
| MICROSOFT CORP | $8,497 | $17,108 |
| PUTNAM DYNAMIC ASSET ALLOC | $26,750 | $27,946 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADVISORY FEES - MORGAN STANLEY 787-454 | Desc |
| Revenue And Expenses Per Books | $1,055 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,055 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CALIFORNIA STATE INCOME TAX | $10 | $10 | $0 | $0 |
| CALIFORNIA SECRETARY OF STATE FEES | $25 | $25 | $0 | $0 |
Comments