KEVIN J P OHARA FAMILY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
KEVIN J P OHARA FAMILY FOUNDATION (EIN 72-1609700)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-15
IRS object ID
201823199349104032
Schema version
2017v2.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-11-15T13:21:18-08:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

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
ZIP606063321ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN721609700EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Kevin JP OHara Family FdnBusinessNameLine1Txt
Business Name Line2co Duggan Bertsch LLCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlKEVIBusinessNameControlTxt
Phone3122638600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1303 West MadisonAddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKevin JP O'HaraPersonNm
Person TitlePresidentPersonTitleTxt
Signature2018-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLaura J Crane CPAPreparerPersonNm
PTINP00540885PTIN
Phone3122638600PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$811,839FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$11,992ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$106InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$106InterestOnSavNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$40,869NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$40,869GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$40,869CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$52,967TotalRevAndExpnssAmt
Total Net Invst Incm$40,975TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$20,625AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$9,203AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$21,000TaxesRevAndExpnssAmt
Taxes Net Invst Incm$21,000TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$113OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$41,738TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$30,203TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$146,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$146,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$188,238TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$30,203TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$146,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$135,271ExcessRevenueOverExpensesAmt
Net Investment Income$10,772NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$711,161SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$705,885SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$705,885SavAndTempCashInvstEOYFMVAmt
Other Assets BOY$166,610OtherAssetsBOYAmt
Other Assets EOY$36,615OtherAssetsEOYAmt
Other Assets EOYFMV$105,954OtherAssetsEOYFMVAmt
Total Assets BOY$877,771TotalAssetsBOYAmt
Total Assets EOY$742,500TotalAssetsEOYAmt
Total Assets EOYFMV$811,839TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$877,771RetainedEarningBOYAmt
Retained Earning EOY$742,500RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$877,771TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$742,500TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$877,771TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$742,500TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$877,771TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$135,271ExcessRevenueOverExpensesAmt
Subtotal$742,500SubtotalAmt
Tot Net Ast Or Fund Balances EOY$742,500TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCapital Gain Distribution - PointDrivePropertyDesc
How AcquiredPHowAcquiredCd
Acquired2015-01-01AcquiredDt
Sold2017-12-31SoldDt
Gross Sales Price$40,869GrossSalesPriceAmt
Gain Or Loss$40,869GainOrLossAmt
Gains Minus Excess Or Losses$40,869GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$40,869CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$70,620AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$375,399NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.18812DistributionYr1Rt
Net Vl Noncharitable Assets Yr2$324,220NetVlNoncharitableAssetsYr2Amt
Adjusted Qlfy Distri Yr3$30,105AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$344,984NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.08727DistributionYr3Rt
Adjusted Qlfy Distri Yr4$150,680AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$493,475NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.30535DistributionYr4Rt
Adjusted Qlfy Distri Yr5$81,665AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,057,315NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.07724DistributionYr5Rt
Total Distribution0.657968TotalDistributionRt
Average Distribution0.131594AverageDistributionRt
Net Vl Noncharitable Assets$799,367NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$105,192AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$108NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$105,300AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$146,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$108InvestmentIncomeExciseTaxAmt
Subtotal$108SubtotalAmt
Tax Based On Investment Income$108TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$1,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$1,000TotalPaymentsAndCreditsAmt
Overpayment$892OverpaymentAmt
Applied To ES Tax$892AppliedToESTaxAmt

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
Form990 T FiledfalseForm990TFiledInd
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 Line1Kevin OHaraBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3122638600PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1303 W Madison St Suite 1000AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP606063321ZIPCd
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
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

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
303 West Madison St Ste 1000ChicagoIL60606President4.00$0
Kevin JP O'Hara
303 West Madison Ste 1000ChicagoIL60606Director0.00$0
Doreen O'Hara
303 West Madison Ste 1000ChicagoIL60606Director0.00$0
Kevin JP O'Hara
303 West Madison St Ste 1000ChicagoIL60606Secretary0.00$0
Doreen O'Hara
303 West Madison St Ste 1000ChicagoIL60606Treasurer0.25$0
James 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$705,586AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$105,954FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$811,540TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$811,540AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$12,173CashDeemedCharitableAmt
Net Vl Noncharitable Assets$799,367NetVlNoncharitableAssetsAmt
Minimum Investment Return$39,968MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$39,968MinimumInvestmentReturnAmt
Tax Based On Investment Income$108TaxBasedOnInvestmentIncomeAmt
Total Tax$108TotalTaxAmt
Distributable Before Adj$39,860DistributableBeforeAdjAmt
Distributable Before Ded$39,860DistributableBeforeDedAmt
Distributable As Adjusted$39,860DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$146,500ExpensesAndContributionsAmt
Qualifying Distributions$146,500QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$108PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$146,392AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$39,860DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$28,799ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$126,006ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$12,856ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$63,610ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$231,271TotalExcessDistributionCyovAmt
Qualifying Distributions$146,500QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$39,860AppliedToCurrentYearAmt
Remaining Distri From Corpus$106,640RemainingDistriFromCorpusAmt
Total Corpus$337,911TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$28,799ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$309,112ExcessDistriCyovToNextYrAmt
Excess From Year4$126,006ExcessFromYear4Amt
Excess From Year3$12,856ExcessFromYear3Amt
Excess From Year1$63,610ExcessFromYear1Amt
Excess From Current Year$106,640ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerKevin JP O'HaraContributingManagerNm
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
Massachusetts Down Syndrome
20 Burlington Mall Road - Suite 261BurlingtonMA01803None501(c)3Assisting those with Down Syndrome$4,000
Jackson Hole Community School
1715 High School Road 240JacksonWY83002None501(c)3Educational Support$30,000
Northridge Preparatory School
8320 Ballard RdNilesIL60714None501(c)3Educational Support$100,000
University of Wisconsin
333 East Campus Mall - 10501MadisonWI53715None501(c)3Educational Support$12,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$146,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$106ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$40,869ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$40,975ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$40,975TotalIncomeProducingActyAmt

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 PersonKevin JP O'HaraContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1520 Maple StreetAddressLine1Txt
CityWinnetkaCityNm
State AbbreviationILStateAbbreviationCd
ZIP60093ZIPCd
FieldValueIRS element (for citing)
Total Contributions$11,992TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryProfessional and Consulting feesCategoryTxt
Amt$20,625Amt
Net Investment Income$9,203NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescInvestmentsDesc
BOY Book Value$166,610BOYBookValueAmt
EOY Book Value$36,615EOYBookValueAmt
EOYFMV$105,954EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBank service feesDesc
Revenue And Expenses Per Books$113RevenueAndExpensesPerBooksAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTax ExpenseCategoryTxt
Amt$21,000Amt
Net Investment Income$21,000NetInvestmentIncomeAmt

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