KELLEY FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- KELLEY FAMILY FOUNDATION (EIN 20-3971934)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-14
- IRS object ID
- 201723189349102867
- Schema version
- 2016v3.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-14T16:28:04-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Crowe Horwath LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 Capitol Mall Ste 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 | 2016-01-01 | 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) |
|---|---|---|
| In Care Of | % LARRY KELLEY | InCareOfNm |
| 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 | 2017-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Damaris L Perez | PreparerPersonNm |
| PTIN | P01317736 | PTIN |
| Phone | 9164411000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 47.36.150.249 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 68932420173185000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-11-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6CA427A769D9386D30BAFD3732B66005172D0729 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 66EBEEC6CBB18CFD8EEF79EBDE453532C35192F9 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $134,100 | 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 | $56,791 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,158 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,158 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,212 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $18,840 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,212 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $62,161 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,370 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $850 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $31 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $31 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $974 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $974 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $2,705 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,855 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $11,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $11,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $14,205 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,855 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $47,956 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,515 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,208 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,099 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,099 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $71,576 | CorporateStockBOYAmt |
| Corporate Stock EOY | $114,641 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $126,001 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $74,784 | TotalAssetsBOYAmt |
| Total Assets EOY | $122,740 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $134,100 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $74,784 | UnrestrictedBOYAmt |
| Unrestricted EOY | $122,740 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $74,784 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $122,740 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $74,784 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $122,740 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $74,784 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $47,956 | ExcessRevenueOverExpensesAmt |
| Subtotal | $122,740 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $122,740 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CONOCOPHILLIPS | D | 2015-08-24 | 2016-12-09 | $5,040 | $4,395 | $645 | $645 |
| INTEL CORP | D | 2015-08-24 | 2016-12-09 | $3,575 | $2,715 | $860 | $860 |
| MICROSOFT CORP | D | 2015-08-24 | 2016-12-09 | $6,182 | $4,249 | $1,933 | $1,933 |
| WELLS FARGO MUTUAL FUND - ASSET ALLOCATION FUND CLASS INST | P | 2015-03-27 | 2016-06-01 | $3,000 | $3,269 | -$269 | -$269 |
| CAPITAL GAIN DIVIDENDS | P | $1,043 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,212 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $12,444 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $70,096 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.177528 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,100 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $74,947 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.041363 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,510 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $74,565 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.033662 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $7,722 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $79,810 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.096755 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $5,696 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $89,859 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.063388 | DistributionYr5Rt |
| Total Distribution | 0.412696 | TotalDistributionRt |
| Average Distribution | 0.082539 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $69,626 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,747 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $35 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,782 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $11,500 | 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 | $35 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $35 | SubtotalAmt |
| Tax Based On Investment Income | $35 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,352 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,352 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,317 | OverpaymentAmt |
| Applied To ES Tax | $2,317 | AppliedToESTaxAmt |
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 | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LARRY KELLEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | 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 | 0.0 | $0 | $0 | $0 |
| MARY JANE KELLEY | ||||||||
| 3140 PEACEKEEPER WAY | MCCLELLAN | CA | 95652 | SECRETARY | 0.0 | $0 | $0 | $0 |
| LARRY DENTON KELLEY JR | ||||||||
| 3140 PEACEKEEPER WAY | MCCLELLAN | CA | 95652 | TREASURER | 0.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE ORGANIZATION MAKES CONTRIBUTIONS PRIMARILY TO EXISTING NON-PROFIT ORGANIZATIONS IN THE FIELDS OF HEALTHCARE, EDUCATION, CHILD ABUSE PREVENTION AND MEDICAL RESEARCH. | Description1Txt |
| Expenses1 | $11,500 | Expenses1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $69,226 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,460 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $70,686 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $70,686 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,060 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $69,626 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,481 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,481 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $35 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $35 | TotalTaxAmt |
| Distributable Before Adj | $3,446 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,446 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,446 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $11,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $35 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $11,465 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,446 | DistributableAsAdjustedAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $602 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,837 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $9,081 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $13,520 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $11,500 | QualifyingDistributionsAmt |
| Applied To Current Year | $3,446 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $8,054 | RemainingDistriFromCorpusAmt |
| Total Corpus | $21,574 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $602 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $20,972 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,837 | ExcessFromYear4Amt |
| Excess From Year1 | $9,081 | ExcessFromYear1Amt |
| Excess From Current Year | $8,054 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LARRY KELLEY SR | ContributingManagerNm |
| Contributing Manager | MARY JANE KELLEY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 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 | $3,500 |
| HARVARD BUSINESS SCHOOL | ||||||
| 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | PC | EDUCATION | $1,000 |
| HARVARD UNIVERSITY - HBS FUND FOR LEADERSHIP AN | ||||||
| 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | PC | EDUCATION | $1,000 |
| HOUSTON A&M CLUB | ||||||
| PO BOX 19534 | HOUSTON | TX | 77224 | PC | EDUCATION | $1,000 |
| JESUIT HIGH SCHOOL | ||||||
| 1200 JACOB LANE | CARMICHAEL | CA | 95608 | PC | EDUCATION | $1,000 |
| ST MICHAELS EPISCOPAL DAY SCHOOL | ||||||
| 2140 MISSION AVE | CARMICHAEL | CA | 95608 | PC | EDUCATION | $2,000 |
| CASA of Sacramento County | ||||||
| PO BOX 278383 | SACRAMENTO | CA | 95827 | PC | CHILD ABUSE PREVENTION | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $11,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,158 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $4,212 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,158 | ExclusionAmt |
| Related Or Exempt Function Incm | $4,212 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,370 | 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 |
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 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 | $56,791 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 500 SHARES OF CONOCO PHILLIPS | $24,950 | 2016-12-07 |
| 1 | 500 SHARES OF INTEL CORP | $17,750 | 2016-12-07 |
| 1 | 500 SHARES OF MICROSOFT CORP | $30,685 | 2016-12-07 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FLANIGAN & CO. | CategoryTxt |
| Amt | $1,700 | Amt |
| Net Investment Income | $850 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES MSCI ACWI ETF | $7,272 | $7,160 |
| BLACKROCK GLOBAL ALLOCATION FU | $16,088 | $14,569 |
| FIRST EAGLE GLOBAL FUNDS CLASS | $22,092 | $22,272 |
| PIMCO ALL ASSET FUND CLASS P | $11,618 | $11,256 |
| WELLS FARGO ALLOCATION FUND CL | $12,139 | $11,324 |
| CONOCOPHILLIPS | $17,580 | $20,056 |
| INTEL CORP | $10,858 | $14,508 |
| MICROSOFT CORP | $16,994 | $24,856 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ADVISORY FEES - MORGAN STANLEY | $38 | $38 |
| ADVISORY FEES - UBS | $841 | $841 |
| BANK FEES | $95 | $95 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| CA INCOME TAX | $10 | $10 |
| CA SECRETARY OF STATE FEE | $21 | $21 |
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