KELLEY FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- KELLEY FAMILY FOUNDATION (EIN 20-3971934)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-16
- IRS object ID
- 201601379349102165
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-16T09:48:28-07:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Flanigan & Company | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3426 American River Drive Ste A | AddressLine1Txt |
| City | Sacramento | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95864 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | 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 | MC CLELLAN | 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 |
| Signature | 2016-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Barbara Flanigan | PreparerPersonNm |
| PTIN | P00021109 | PTIN |
| Phone | 9169233440 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $68,680 | 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 | $10,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,899 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,899 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,319 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $57,844 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,319 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $35 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $18,218 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,218 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $35 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,415 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,415 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,069 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,069 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $10 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $2,494 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,069 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,415 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $11,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $11,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $13,594 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,069 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,515 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,624 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,149 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $35 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $17,690 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,208 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,209 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $52,470 | CorporateStockBOYAmt |
| Corporate Stock EOY | $71,576 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $65,471 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $70,160 | TotalAssetsBOYAmt |
| Total Assets EOY | $74,784 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $68,680 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $70,160 | UnrestrictedBOYAmt |
| Unrestricted EOY | $74,784 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $70,160 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $74,784 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $70,160 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $74,784 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $70,160 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,624 | ExcessRevenueOverExpensesAmt |
| Subtotal | $74,784 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $74,784 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 13.79 INVESCO INTERNATIONAL GROWTH FUND | P | 2014-12-12 | 2015-03-27 | $461 | $436 | $25 | $25 |
| 8.72 MFS INTERNATIONAL VALUE FUND | P | 2014-12-16 | 2015-03-27 | $324 | $298 | $26 | $26 |
| 2.71 OPPENHEIMER DEVELOPING MARKETS CLASS | P | 2014-12-05 | 2015-03-27 | $93 | $99 | -$6 | -$6 |
| 37.21 TEMPLETON GLOBAL BOND FUND | P | 2015-03-01 | 2015-03-27 | $457 | $467 | -$10 | -$10 |
| 266.51 INVESCO INTERNATIONAL GROWTH FUND | P | 2013-08-02 | 2015-03-27 | $8,931 | $8,541 | $390 | $390 |
| 120 ISHARES RUSSELL 1000 VALUE | P | 2013-08-02 | 2015-03-27 | $12,288 | $10,588 | $1,700 | $1,700 |
| 131 ISHARES RUSSELL 1000 GROWTH | P | 2013-08-02 | 2015-03-27 | $12,921 | $10,273 | $2,648 | $2,648 |
| 19 ISHARES RUSSELL 2000 | P | 2013-08-02 | 2015-03-27 | $2,327 | $2,011 | $316 | $316 |
| 255.91 MFS INTERNATIONAL VALUE FUND | P | 2013-08-02 | 2015-03-27 | $9,507 | $8,683 | $824 | $824 |
| 120.10 OPPENHEIMER DEVELOPING MARKETS CLASS | P | 2013-08-02 | 2015-03-27 | $4,122 | $4,355 | -$233 | -$233 |
| 522 TEMPLETON GLOBAL BOND FUND | P | 2013-08-02 | 2015-03-27 | $6,413 | $6,774 | -$361 | -$361 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,319 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $35 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,100 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $74,947 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04136 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,510 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $74,565 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.03366 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $7,722 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $79,810 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.09676 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $5,696 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $89,859 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.06339 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,657 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $97,997 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04752 | DistributionYr5Rt |
| Total Distribution | 0.282690 | TotalDistributionRt |
| Average Distribution | 0.056538 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $70,096 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,963 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $71 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,034 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $12,515 | 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 | $71 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $71 | SubtotalAmt |
| Tax Based On Investment Income | $71 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,423 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,423 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,352 | OverpaymentAmt |
| Applied To ES Tax | $2,352 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LARRY KELLEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9169657100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3140 PEACEKEEPER WAY | AddressLine1Txt |
| City | MC CLELLAN | 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 |
| 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 | false | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| LARRY KELLEY | ||||||
| 3140 PEACEKEEPER WAY | MC CLELLAN | CA | 95652 | President | 0.00 | $0 |
| MARY JANE KELLEY | ||||||
| 3140 PEACEKEEPER WAY | MC CLELLAN | CA | 95652 | Secretary | 0.00 | $0 |
| LARRY DENTON KELLEY JR | ||||||
| 3140 PEACEKEEPER WAY | MC CLELLAN | CA | 95652 | Treasurer | 0.00 | $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 |
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 | $11,100 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $64,784 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,379 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $71,163 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $71,163 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,067 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $70,096 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,505 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,505 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $71 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $71 | TotalTaxAmt |
| Distributable Before Adj | $3,434 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,434 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,434 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,515 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $12,515 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $71 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $12,444 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,434 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $602 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,837 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $4,439 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $12,515 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,434 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,081 | RemainingDistriFromCorpusAmt |
| Total Corpus | $13,520 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $13,520 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $602 | ExcessFromYear4Amt |
| Excess From Year3 | $3,837 | ExcessFromYear3Amt |
| Excess From Current Year | $9,081 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LARRY KELLEY | ContributingManagerNm |
| Contributing Manager | MARY JANE KELLEY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AEROSPACE MUSEUM OF CA | |||||||
| 3200 Freedom Park Dr | McClellan | CA | 95652 | NONE | 501(C) | EDUCATION SCHOLARSHIP FUND | $10,000 |
| AMERICAN HEART ASSOCIATION | |||||||
| 2007 O STREET | SACRAMENTO | CA | 95811 | NONE | 501(C) | RESEARCH & EDUCATION | $100 |
| ST MICHAEL'S EPISCOPAL DAY SCHOOL | |||||||
| 2140 MISSION AVE | CARMICHAEL | CA | 95608 | NONE | 501(C) | EDUCATION SCHOLARSHIP FUND | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $11,100 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,899 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $5,319 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,899 | ExclusionAmt |
| Related Or Exempt Function Incm | $5,319 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,218 | 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 MARY JANE KELLEY | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3140 PEACEKEEPER WAY | AddressLine1Txt |
| City | MC CLELLAN | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95652 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $1,415 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,415 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT | CategoryTxt |
| Amt | $1,069 | Amt |
| Net Investment Income | $1,069 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CA FRANCHISE TAX BOARD | CategoryTxt |
| Amt | $10 | Amt |
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