KEVIN J P OHARA FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- KEVIN J P OHARA FAMILY FOUNDATION (EIN 72-1609700)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2018-09-05
- IRS object ID
- 201842489349100414
- Schema version
- 2016v3.0
- 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
- Accounting Fees Schedule
- General Explanation Attachment
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-09-05T13:56:43-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 606063321 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | 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 |
| Business Name Line2 | co Duggan Bertsch LLC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KEVI | BusinessNameControlTxt |
| Phone | 3122638600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 303 West Madison | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kevin JP O'Hara | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2018-09-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | David M Henderson CPA JD LLM | PreparerPersonNm |
| PTIN | P00806977 | PTIN |
| Phone | 3122638600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | 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 | $945,646 | 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 | $4,764 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $18 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $18 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $587,985 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $587,985 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $587,985 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $40,368 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $633,135 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $588,003 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $2,150 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $4,764 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,764 | AccountingFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $401 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $7,315 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,764 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $76,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $76,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $83,815 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,764 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $76,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $549,320 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $583,239 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $83,987 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $711,161 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $711,161 | SavAndTempCashInvstEOYFMVAmt |
| Other Assets BOY | $244,464 | OtherAssetsBOYAmt |
| Other Assets EOY | $166,610 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $234,485 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $328,451 | TotalAssetsBOYAmt |
| Total Assets EOY | $877,771 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $945,646 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $328,451 | RetainedEarningBOYAmt |
| Retained Earning EOY | $877,771 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $328,451 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $877,771 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $328,451 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $877,771 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $328,451 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $549,320 | ExcessRevenueOverExpensesAmt |
| Subtotal | $877,771 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $877,771 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| Net 1231 Gain | P | 2015-01-01 | 2016-12-31 | $228,282 | $228,282 | $228,282 |
| Disposition of LLC Units | P | 2011-02-01 | 2016-07-22 | $359,703 | $359,703 | $359,703 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $587,985 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Net Vl Noncharitable Assets Yr1 | $324,220 | NetVlNoncharitableAssetsYr1Amt |
| Adjusted Qlfy Distri Yr2 | $30,105 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $344,984 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.08727 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $150,680 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $493,475 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.30535 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $81,665 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,057,315 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.07724 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $160,535 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $891,211 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.18013 | DistributionYr5Rt |
| Total Distribution | 0.649979 | TotalDistributionRt |
| Average Distribution | 0.129996 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $375,399 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $48,800 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,832 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $54,632 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $76,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $5,832 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,832 | SubtotalAmt |
| Tax Based On Investment Income | $5,832 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $37 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $1,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,037 | TotalPaymentsAndCreditsAmt |
| Tax Due | $4,795 | TaxDueAmt |
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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | 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 | 3122638600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 303 W Madison St Suite 1000 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606063321 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Kevin JP O'Hara | ||||||
| 303 West Madison St Ste 1000 | Chicago | IL | 60606 | President | 4.00 | $2,150 |
| Andreea O'Hara | ||||||
| 303 West Madison St Ste 1000 | Chicago | IL | 60606 | Vice President | 0.25 | $0 |
| Andreea O'Hara | ||||||
| 303 West Madison St Ste 1000 | Chicago | IL | 60606 | Treasurer | 0.00 | $0 |
| Kevin JP O'Hara | ||||||
| 303 West Madison St Ste 1000 | Chicago | IL | 60606 | Secretary | 0.00 | $0 |
| Doreen O'Hara | ||||||
| 303 West Madison St Ste 1000 | Chicago | IL | 60606 | Director | 0.25 | $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 | $146,631 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $234,485 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $381,116 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $381,116 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,717 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $375,399 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $18,770 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $18,770 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,832 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,832 | TotalTaxAmt |
| Distributable Before Adj | $12,938 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $12,938 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $12,938 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $76,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $76,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,832 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $70,668 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $12,938 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $115,974 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $28,799 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $126,006 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $12,856 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $283,635 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $76,500 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $12,938 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $63,562 | RemainingDistriFromCorpusAmt |
| Total Corpus | $347,197 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $115,974 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $231,223 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $28,799 | ExcessFromYear4Amt |
| Excess From Year3 | $126,006 | ExcessFromYear3Amt |
| Excess From Year2 | $12,856 | ExcessFromYear2Amt |
| Excess From Current Year | $63,562 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Kevin JP O'Hara | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Big Shoulder Charity Fund | |||||||
| 309 West Washington Suite 550 | Chicago | IL | 60606 | None | 501(c)3 | Education for children | $14,000 |
| Irish School of Music | |||||||
| 5978 N Lincoln Unit 5A | Chicago | IL | 60659 | None | 501(c)3 | Education | $2,000 |
| Big Brothers Big Sisters | |||||||
| 560 W Lake Street | Chicago | IL | 60661 | None | 501(c)3 | Community Service | $54,500 |
| Inner-City Education Program | |||||||
| PO Box 64837 | Chicago | IL | 60664 | None | 501(c)3 | Community Support | $6,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $76,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $587,985 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Income from Flow-through | Desc |
| Business | 541900 | BusinessCd |
| Unrelated Business Taxbl Incm | $40,368 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $40,368 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $588,003 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $628,371 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Professional and consulting fees | CategoryTxt |
| Amt | $4,764 | Amt |
| Net Investment Income | $4,764 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | General Explanation Supplemental Information for Form 990-PF | FormAndLineReferenceDesc |
| Medium Explanation | Kevin JP O'Hara Family FoundationEIN: 72-1609700Tax Year Ended December 31, 2016Reason for Late FilingTaxpayer unexpectedly received flow-through income of unrelated business taxable income for multiple states. Research of rules and regulations regarding the reporting of this income was needed to understand the reporting thereof. Taxpayer has not received this income in the past nor does Taxpayer anticipate receiving the income in the future. Taxpayer has history of timely filing and timely payment. | MediumExplanationTxt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Investments | Desc |
| BOY Book Value | $244,464 | BOYBookValueAmt |
| EOY Book Value | $166,610 | EOYBookValueAmt |
| EOYFMV | $234,485 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| Bank service fees | $54 |
| Non-deductible expense | $258 |
| Postage & Mailing | $8 |
| Supplies | $81 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Income from Flow-through | Desc |
| Revenue And Expenses Per Books | $40,368 | RevenueAndExpensesPerBooksAmt |
Comments