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KELLEY FAMILY FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
KELLEY FAMILY FOUNDATION (EIN 20-3971934)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-08-26
IRS object ID
201542389349100604
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)
Return2015-08-26T09:17:09-07:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Flanigan & CompanyBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13426 American River Drive Ste AAddressLine1Txt
CitySacramentoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95864ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN203971934EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KELLEY FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKELLBusinessNameControlTxt
Phone9169657100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13140 PEACEKEEPER WAYAddressLine1Txt
CityMC CLELLANCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95652ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLARRY KELLEYPersonNm
Person TitlePresidentPersonTitleTxt
Signature2015-08-19SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBarbara FlaniganPreparerPersonNm
PTINP00021109PTIN
Phone9169233440PhoneNum
Self EmployedYes (X)SelfEmployedInd
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$74,392FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$1,938DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,938DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$461NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$18,353GrossSalesPriceAmt
Net ST Capital Gain Adj Net Incm$45NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$1,477TotalRevAndExpnssAmt
Total Net Invst Incm$1,938TotalNetInvstIncmAmt
Total Adj Net Incm$45TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,600AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$1,600AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$1,035OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,035OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$31TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$2,666TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,035TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,600TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$4,166TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,035TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$3,100TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$2,689ExcessRevenueOverExpensesAmt
Net Investment Income$903NetInvestmentIncomeAmt
Adjusted Net Income$45AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$15,916SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$17,690SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$17,690SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$56,933CorporateStockBOYAmt
Corporate Stock EOY$52,470CorporateStockEOYAmt
Corporate Stock EOYFMV$56,702CorporateStockEOYFMVAmt
Total Assets BOY$72,849TotalAssetsBOYAmt
Total Assets EOY$70,160TotalAssetsEOYAmt
Total Assets EOYFMV$74,392TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$72,849UnrestrictedBOYAmt
Unrestricted EOY$70,160UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$72,849TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$70,160TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$72,849TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$70,160TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$72,849TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$2,689ExcessRevenueOverExpensesAmt
Subtotal$70,160SubtotalAmt
Tot Net Ast Or Fund Balances EOY$70,160TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income-$461CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$45NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$2,510AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$74,565NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.03366DistributionYr1Rt
Adjusted Qlfy Distri Yr2$7,722AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$79,810NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.09676DistributionYr2Rt
Adjusted Qlfy Distri Yr3$5,696AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$89,859NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.06339DistributionYr3Rt
Adjusted Qlfy Distri Yr4$4,657AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$97,997NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.04752DistributionYr4Rt
Adjusted Qlfy Distri Yr5$5,180AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$110,142NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.04703DistributionYr5Rt
Total Distribution0.28836TotalDistributionRt
Average Distribution0.05767AverageDistributionRt
Net Vl Noncharitable Assets$74,947NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$4,322AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$9NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$4,331AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$3,100QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$18InvestmentIncomeExciseTaxAmt
Subtotal$18SubtotalAmt
Tax Based On Investment Income$18TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,441EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,441TotalPaymentsAndCreditsAmt
Overpayment$2,423OverpaymentAmt
Applied To ES Tax$2,423AppliedToESTaxAmt

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 StateCAOrgReportOrRegisterStateCd
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 Line1LARRY KELLEYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9169657100PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13140 PEACEKEEPER WAYAddressLine1Txt
CityMC CLELLANCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95652ZIPCd
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 HoldingsfalseBusinessHoldingsInd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
LARRY KELLEY
3140 PEACEKEEPER WAYMC CLELLANCA95652President0.00$0
MARY JANE KELLEY
3140 PEACEKEEPER WAYMC CLELLANCA95652Secretary0.00$0
LARRY DENTON KELLEY JR
3140 PEACEKEEPER WAYMC CLELLANCA95652Treasurer0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE ORGANIZATION MAKES CONTRIBUTIONS PRIMARILY TO EXISTING NON-PROFIT ORGANIZATIONS IN THE FIELDS OF HEALTHCARE, EDUCATION, CHILD ABUSE PREVENTION AND MEDICAL RESEARCH.Description1Txt
Expenses1$1,500Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$70,157AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$5,931AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$76,088TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$76,088AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,141CashDeemedCharitableAmt
Net Vl Noncharitable Assets$74,947NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,747MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,747MinimumInvestmentReturnAmt
Tax Based On Investment Income$18TaxBasedOnInvestmentIncomeAmt
Total Tax$18TotalTaxAmt
Distributable Before Adj$3,729DistributableBeforeAdjAmt
Distributable Before Ded$3,729DistributableBeforeDedAmt
Distributable As Adjusted$3,729DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,100ExpensesAndContributionsAmt
Qualifying Distributions$3,100QualifyingDistributionsAmt
Adjusted Qualifying Distri$3,100AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,729DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$1,231ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$3,837ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$5,068TotalExcessDistributionCyovAmt
Qualifying Distributions$3,100QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$3,100AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$629ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$629ExcessDistributionCyovAppCYAmt
Total Corpus$4,439TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$4,439ExcessDistriCyovToNextYrAmt
Excess From Year3$602ExcessFromYear3Amt
Excess From Year2$3,837ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerLARRY KELLEYContributingManagerNm
Contributing ManagerMARY JANE KELLEYContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AEROSPACE MUSEUM OF CA
3200 Freedom Park DrMcClellanCA95652NONE501(C)EDUCATION SCHOLARSHIP FUND$1,000
SIERRA COLLEGE FOUNDATION
5000 ROCKLIN RDROCKLINCA95677NONE501(C)EDUCATION SCHOLARSHIP FUND$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,938ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$461RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,938ExclusionAmt
Related Or Exempt Function Incm-$461RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,477TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEESCategoryTxt
Amt$1,600Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,600DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENTCategoryTxt
Amt$1,035Amt
Net Investment Income$1,035NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
CA FRANCHISE TAX BOARD$10
SECRETARY OF STATE$21

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