KEVIN J P OHARA FAMILY FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
KEVIN J P OHARA FAMILY FOUNDATION (EIN 72-1609700)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-10-30
IRS object ID
201233049349100008
Schema version
2011v1.2
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)
Timestamp2012-10-30T14:58:33-07:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1DUGGAN BERTSCH LLCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1303 W MADISON ST SUITE 1000AddressLine1
CityCHICAGOCity
StateILState
ZIP Code606063321ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN721609700EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1Kevin JP OHara Family FdnBusinessNameLine1
Business Name Line2co Duggan Bertsch LLCBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlKEVINameControl
Phone3122638600Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1303 West MadisonAddressLine1
CityChicagoCity
StateILState
ZIP Code60606ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameKevin JP O'HaraName
TitlePresidentTitle
Date Signed2012-10-30DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameLaura J Crane CPAName
Phone3122638600Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY894889FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss1182InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm1182InterestOnSavingsNetInvstIncm
Other Income Rev And Expnss-63500OtherIncomeRevAndExpnss
Other Income Net Invst Incm-63500OtherIncomeNetInvstIncm
Total Revenue And Expenses-62318TotalRevenueAndExpenses
Total Net Investment Income-62318TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss125CompOfcrDirTrstRevAndExpnss
Other Prof Fees Rev And Expnss6645OtherProfFeesRevAndExpnss
Interest Rev And Expnss377InterestRevAndExpnss
Trav Conf Meeting Rev And Expnss254TravConfMeetingRevAndExpnss
Other Expenses Rev And Expnss1212OtherExpensesRevAndExpnss
Tot Opr Expenses Rev And Expnss8613TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss160535ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps160535ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss169148TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps160535TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-231466ExcessOfRevenueOverExpenses
Net Investment Income0NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY1111587SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY882406SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV882406SavingsAndTempCashInvstEOYFMV
Prepaid Expenses BOY7155PrepaidExpensesBOY
Prepaid Expenses EOY5510PrepaidExpensesEOY
Prepaid Expenses EOYFMV5510PrepaidExpensesEOYFMV
Other Assets EOY6973OtherAssetsEOY
Other Assets EOYFMV6973OtherAssetsEOYFMV
Total Assets BOY1118742TotalAssetsBOY
Total Assets EOY894889TotalAssetsEOY
Total Assets EOYFMV894889TotalAssetsEOYFMV
Other Liabilities BOY88OtherLiabilitiesBOY
Other Liabilities EOY387OtherLiabilitiesEOY
Total Liabilities BOY88TotalLiabilitiesBOY
Total Liabilities EOY387TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Retained Earnings BOY1118654RetainedEarningsBOY
Retained Earnings EOY894502RetainedEarningsEOY
Total Net Assets BOY1118654TotalNetAssetsBOY
Total Net Assets EOY894502TotalNetAssetsEOY
Total Liabilities Net Assets BOY1118742TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY894889TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY1118654TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-231466ExcessOfRevenueOverExpenses
Other Increases7314OtherIncreases
Subtotal894502Subtotal
Total Net Assets Fund Balances EOY894502TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year1148708QualifyingDistributionsYear1
Noncharitable Assets Year11148646NoncharitableAssetsYear1
Distribution Ratio Year10.12946DistributionRatioYear1
Qualifying Distributions Year260905QualifyingDistributionsYear2
Noncharitable Assets Year21351901NoncharitableAssetsYear2
Distribution Ratio Year20.04505DistributionRatioYear2
Qualifying Distributions Year3209807QualifyingDistributionsYear3
Noncharitable Assets Year31495781NoncharitableAssetsYear3
Distribution Ratio Year30.14027DistributionRatioYear3
Qualifying Distributions Year4219124QualifyingDistributionsYear4
Noncharitable Assets Year41646384NoncharitableAssetsYear4
Distribution Ratio Year40.13309DistributionRatioYear4
Qualifying Distributions Year57299QualifyingDistributionsYear5
Noncharitable Assets Year51703304NoncharitableAssetsYear5
Distribution Ratio Year50.00429DistributionRatioYear5
Total Distribution Ratio0.45216TotalDistributionRatio
Average Distribution Ratio0.09043AverageDistributionRatio
Net Noncharitable Assets891211NetNoncharitableAssets
Adjusted Noncharitable Assets80594AdjustedNoncharitableAssets
Adj Nonchrtbl Assets And One80594AdjNonchrtblAssetsAndOnePct
Qualifying Distributions160535QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax0InvestmentIncomeExciseTax
Est Tax Payments And Overpayment909EstTaxPaymentsAndOverpayment
Total Credits And Payments909TotalCreditsAndPayments
Overpayment909Overpayment
Amount Credited To Next Year909AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Form990 T FiledfalseForm990TFiled
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithILStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1Duggan Bertsch LLCBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number3122638600BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1303 W Madison St Suite 1000AddressLine1
CityChicagoCity
StateILState
ZIP Code606063321ZIPCode
FieldValueIRS element (for citing)
Foreign BankfalseForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Acts Fail To Qualify As ExceptionsfalseActsFailToQualifyAsExceptions
Uncorrected Prior ActsfalseUncorrectedPriorActs
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Undistr Income4942a2 Not AppliedfalseUndistrIncome4942a2NotApplied
Business HoldingsfalseBusinessHoldings
Excess Business HoldingsfalseExcessBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Tr Fail To Qualify As ExceptionsfalseTrFailToQualifyAsExceptions
Maint Expend ResponsibilityfalseMaintExpendResponsibility
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn
Proceeds Or Net IncomefalseProceedsOrNetIncome

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensation
Doreen O'Hara
520 Maple StreetWinnetkaIL60093Director0.250
Kevin JP O'Hara
520 Maple StreetWinnetkaIL60093Secretary0.000
Andreea O'Hara
520 Maple StreetWinnetkaIL60093Treasurer0.000
Andreea O'Hara
520 Maple StreetWinnetkaIL60093Vice President4.000
Kevin JP O'Hara
520 Maple StreetWinnetkaIL60093President4.00125
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances904783AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets904783TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Adj Total FMV Of Unused Assets904783AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable13572CashDeemedCharitable
Net Noncharitable Assets891211NetNoncharitableAssets
Minimum Investment Return44561MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return44561MinimumInvestmentReturn
Distributable Amount Before Adj44561DistributableAmountBeforeAdj
Distributable Amount Before Ded44561DistributableAmountBeforeDed
Distributable Amount As Adjusted44561DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions160535ExpensesAndContributions
Qualifying Distributions160535QualifyingDistributions
Adj Qualifying Distributions160535AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted44561DistributableAmountAsAdjusted
Excess Distri Carryover Year464044ExcessDistriCarryoverYear4
Excess Distri Carryover Year3135894ExcessDistriCarryoverYear3
Excess Distri Carryover Year191360ExcessDistriCarryoverYear1
Total Excess Distri Carryover291298TotalExcessDistriCarryover
Qualifying Distributions160535QualifyingDistributions
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year44561AppliedToCurrentYear
Remaining Distri From Corpus115974RemainingDistriFromCorpus
Total Corpus407272TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov To Next Year407272ExcessDistriCyovToNextYear
Excess From Year464044ExcessFromYear4
Excess From Year3135894ExcessFromYear3
Excess From Year191360ExcessFromYear1
Excess From Current Year115974ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerKevin JP O'HaraContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (11 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
Judd Goldman Adaptive Sailing
1362 S Lynn White DriveChicagoIL60605None501(c)3Education$1,000
Winnetka Hockey Club
PO Box 426WinnetkaIL60093None501(c)3Education for children$150
The Way to Work fka Vocational Fdn
211 W 14th StNew YorkNY10011None501(c)3Education$7,500
The Newmark Schools
365 Emerson AvePlainfieldNJ07062None501(c)3Education for children$5,000
Sacred Heart Church
1077 Tower RoadWinnetkaIL60093None501(c)3Religious$9,100
Big Shoulder Charity Fund
309 West Washington Suite 550ChicagoIL60606None501(c)3Education for children$30,000
Chicago Blackhawk Charities
1901 W Madison StreetChicagoIL60612None501(c)3Children's assistance$4,675
Relevant Radio
PO Box 10707Green BayWI54307None501(c)3Education$50,000
Lumen Christi Institute
5735 S University AvenueChicagoIL60637None501(c)3Education$50,000
Link Unlimited
2221 South State StreetChicagoIL60616None501(c)3Education$3,000
Our Lady of Perpetual Help
1775 Grove StreetGlenviewIL60025None501(c)3Religious Education$110
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year160535TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$20ExclusionAmount
Related Or Exempt Function Income1162RelatedOrExemptFunctionIncome

Other Revenue Described OtherRevenueDescribed

FieldValueIRS element (for citing)
DescriptionOrdinary Income From InvDescription
Exclusion Code14ExclusionCode
Exclusion-$63,500ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion-$63,480ExclusionAmount
Related Or Exempt Function Income1162RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA-62318TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets

FieldValueIRS element (for citing)
DescriptionInvestmentDescription
EOY Book Value6973EOYBookValue
EOYFMV6973EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (6 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooks
Supplies Expense307
Postage Expenses33
Non-deductible Expenses100
Meals Expense521
Licenses and fees15
Bank And Other Service Fee Expense236

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

FieldValueIRS element (for citing)
DescriptionOrdinary Income From InvDescription
Revenue And Expenses Per Books-63500RevenueAndExpensesPerBooks
Net Investment Income-63500NetInvestmentIncome

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

FieldValueIRS element (for citing)
DescriptionBook to tax difference on investmentDescription
Amount$7,314Amount

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionUnsecured Credit ObligationDescription
BOY Book Value88BOYBookValue
EOY Book Value387EOYBookValue

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

FieldValueIRS element (for citing)
CategoryProfessional & Consulting expenseCategory
Amount$6,645Amount
Net Investment Income0NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

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