KEVIN J P OHARA FAMILY FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
KEVIN J P OHARA FAMILY FOUNDATION (EIN 72-1609700)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-11-17
IRS object ID
201533219349100613
Schema version
2014v5.0
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)
Return2015-11-17T12:00:23-08:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

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 Begin2014-01-01TaxPeriodBeginDt

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
Signature2015-11-17SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLaura J Crane CPAPreparerPersonNm
PTINP00540885PTIN
Phone3122638600PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$328,447FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$5InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$5InterestOnSavNetInvstIncmAmt
Total Rev And Expnss$5TotalRevAndExpnssAmt
Total Net Invst Incm$5TotalNetInvstIncmAmt
Other Expenses Rev And Expnss$706OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$350OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$706TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$350TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$30,105ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$30,105ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$30,811TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$350TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$30,105TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$30,806ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$114,789SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$83,983SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$83,983SavAndTempCashInvstEOYFMVAmt
Other Assets BOY$244,464OtherAssetsBOYAmt
Other Assets EOY$244,464OtherAssetsEOYAmt
Other Assets EOYFMV$244,464OtherAssetsEOYFMVAmt
Total Assets BOY$359,253TotalAssetsBOYAmt
Total Assets EOY$328,447TotalAssetsEOYAmt
Total Assets EOYFMV$328,447TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$359,253RetainedEarningBOYAmt
Retained Earning EOY$328,447RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$359,253TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$328,447TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$359,253TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$328,447TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$359,253TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$30,806ExcessRevenueOverExpensesAmt
Subtotal$328,447SubtotalAmt
Tot Net Ast Or Fund Balances EOY$328,447TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$150,680AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$493,475NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.30535DistributionYr1Rt
Adjusted Qlfy Distri Yr2$81,665AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,057,315NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.07724DistributionYr2Rt
Adjusted Qlfy Distri Yr3$160,535AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$891,211NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.18013DistributionYr3Rt
Adjusted Qlfy Distri Yr4$148,708AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,148,646NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.12946DistributionYr4Rt
Adjusted Qlfy Distri Yr5$60,905AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,351,901NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.04505DistributionYr5Rt
Total Distribution0.73723TotalDistributionRt
Average Distribution0.14745AverageDistributionRt
Net Vl Noncharitable Assets$344,984NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$50,867AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$50,867AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$30,105QualifyingDistributionsAmt

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 Line1Duggan Bertsch LLCBusinessNameLine1Txt
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
520 Maple StreetWinnetkaIL60093President4.00$0
Andreea O'Hara
520 Maple StreetWinnetkaIL60093Vice President0.25$0
Andreea O'Hara
520 Maple StreetWinnetkaIL60093Treasurer0.00$0
Kevin JP O'Hara
520 Maple StreetWinnetkaIL60093Secretary0.00$0
Doreen O'Hara
520 Maple StreetWinnetkaIL600932627Director0.25$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$105,774AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$244,464FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$350,238TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$350,238AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,254CashDeemedCharitableAmt
Net Vl Noncharitable Assets$344,984NetVlNoncharitableAssetsAmt
Minimum Investment Return$17,249MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$17,249MinimumInvestmentReturnAmt
Distributable Before Adj$17,249DistributableBeforeAdjAmt
Distributable Before Ded$17,249DistributableBeforeDedAmt
Distributable As Adjusted$17,249DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$30,105ExpensesAndContributionsAmt
Qualifying Distributions$30,105QualifyingDistributionsAmt
Adjusted Qualifying Distri$30,105AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$17,249DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$91,360ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$115,974ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$28,799ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$126,006ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$362,139TotalExcessDistributionCyovAmt
Qualifying Distributions$30,105QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$17,249AppliedToCurrentYearAmt
Remaining Distri From Corpus$12,856RemainingDistriFromCorpusAmt
Total Corpus$374,995TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$374,995ExcessDistriCyovToNextYrAmt
Excess From Year4$91,360ExcessFromYear4Amt
Excess From Year3$115,974ExcessFromYear3Amt
Excess From Year2$28,799ExcessFromYear2Amt
Excess From Year1$126,006ExcessFromYear1Amt
Excess From Current Year$12,856ExcessFromCurrentYearAmt

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 (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Our Lady of Perpetual Help
1775 Grove StreetGlenviewIL60025NonePCReligious Education$130
Chicago Blackhawk Charities
1901 W Madison StreetChicagoIL60612NonePCChildren's assistance$7,040
Big Shoulder Charity Fund
309 West Washington Suite 550ChicagoIL60606NonePCEducation for children$17,000
Boy Scouts of America - Troop 18
1218 W Adams StChicagoIL60607NonePCCommunity Service$135
Children's Memorial Hospital
225 E Chicago AveChicagoIL60611NonePCHealthcare$5,000
Kenilworth-Winnetka Baseball Associ
999 Green Bay RdGlencoeIL60022NonePCCommunity Support$800
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$30,105TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$5ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5TotalIncomeProducingActyAmt

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

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

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescMeals & EntertainmentDesc
Revenue And Expenses Per Books$706RevenueAndExpensesPerBooksAmt
Net Investment Income$350NetInvestmentIncomeAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.