KEVIN J P OHARA FAMILY FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
KEVIN J P OHARA FAMILY FOUNDATION (EIN 72-1609700)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-11-15
IRS object ID
201613209349100431
Schema version
2015v2.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-11-15T06:38:22-08:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

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 Begin2015-01-01TaxPeriodBeginDt

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
Signature2016-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDavid M Henderson CPA JD LLMPreparerPersonNm
PTINP00806977PTIN
Phone3122638600PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$328,451FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$17,429ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$4InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4InterestOnSavNetInvstIncmAmt
Total Rev And Expnss$17,433TotalRevAndExpnssAmt
Total Net Invst Incm$4TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$12,179LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$5,250AccountingFeesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$17,429TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$17,429TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$4ExcessRevenueOverExpensesAmt
Net Investment Income$4NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$83,983SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$83,987SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$83,987SavAndTempCashInvstEOYFMVAmt
Other Assets BOY$244,464OtherAssetsBOYAmt
Other Assets EOY$244,464OtherAssetsEOYAmt
Other Assets EOYFMV$244,464OtherAssetsEOYFMVAmt
Total Assets BOY$328,447TotalAssetsBOYAmt
Total Assets EOY$328,451TotalAssetsEOYAmt
Total Assets EOYFMV$328,451TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$328,447RetainedEarningBOYAmt
Retained Earning EOY$328,451RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$328,447TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$328,451TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$328,447TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$328,451TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$328,447TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$4ExcessRevenueOverExpensesAmt
Subtotal$328,451SubtotalAmt
Tot Net Ast Or Fund Balances EOY$328,451TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$30,105AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$344,984NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.08727DistributionYr1Rt
Adjusted Qlfy Distri Yr2$150,680AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$493,475NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.30535DistributionYr2Rt
Adjusted Qlfy Distri Yr3$81,665AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,057,315NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.07724DistributionYr3Rt
Adjusted Qlfy Distri Yr4$160,535AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$891,211NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.18013DistributionYr4Rt
Adjusted Qlfy Distri Yr5$148,708AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,148,646NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.12946DistributionYr5Rt
Total Distribution0.779443TotalDistributionRt
Average Distribution0.155889AverageDistributionRt
Net Vl Noncharitable Assets$324,220NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$50,542AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$50,542AdjNonchrtblNetInvstIncmPctAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Estimated Plus Ovpmt Incm Tx$909EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$909TotalPaymentsAndCreditsAmt
Overpayment$909OverpaymentAmt
Applied To ES Tax$909AppliedToESTaxAmt

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 HoldingsYes (true)BusinessHoldingsInd
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 (5 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
Andreea O'Hara
303 West Madison St Ste 1000ChicagoIL60606Vice President0.25$0
Andreea O'Hara
303 West Madison St Ste 1000ChicagoIL60606Treasurer0.00$0
Kevin JP O'Hara
303 West Madison St Ste 1000ChicagoIL60606Secretary0.00$0
Doreen O'Hara
303 West Madison St Ste 1000ChicagoIL60606Director0.25$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$84,693AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$244,464FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$329,157TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$329,157AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,937CashDeemedCharitableAmt
Net Vl Noncharitable Assets$324,220NetVlNoncharitableAssetsAmt
Minimum Investment Return$16,211MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$16,211MinimumInvestmentReturnAmt
Distributable Before Adj$16,211DistributableBeforeAdjAmt
Distributable Before Ded$16,211DistributableBeforeDedAmt
Distributable As Adjusted$16,211DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$0ExpensesAndContributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$16,211DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$91,360ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$115,974ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$28,799ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$126,006ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$12,856ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$374,995TotalExcessDistributionCyovAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$16,211ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$16,211ExcessDistributionCyovAppCYAmt
Total Corpus$358,784TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$75,149ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$283,635ExcessDistriCyovToNextYrAmt
Excess From Year4$115,974ExcessFromYear4Amt
Excess From Year3$28,799ExcessFromYear3Amt
Excess From Year2$126,006ExcessFromYear2Amt
Excess From Year1$12,856ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerKevin JP O'HaraContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$4ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4TotalIncomeProducingActyAmt

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$17,429TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryProfessional and Consulting feesCategoryTxt
Amt$5,250Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLegal feesCategoryTxt
Legal Fees$12,179LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescInvestmentsDesc
BOY Book Value$244,464BOYBookValueAmt
EOY Book Value$244,464EOYBookValueAmt
EOYFMV$244,464EOYFMVAmt

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