KATHLEEN MORRISON CHARITABLE FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- KATHLEEN MORRISON CHARITABLE FOUNDATION (EIN 46-3487859)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-15
- IRS object ID
- 202641359349104534
- Schema version
- 2025v4.1
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T05:58:26-00:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363707287 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Law Offices of Kelly Kelly & Kelly LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 77 W Washington St Ste 1405 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 463487859 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Kathleen L Morrison Charitable Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KATH | BusinessNameControlTxt |
| Phone | 3122368386 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 77 W Washington St STE 1405 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60602 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Maureen J Kelly | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 3122368386 | PhoneNum |
| Signature | 2026-05-15 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Maureen J Ivory | PreparerPersonNm |
| PTIN | P01294353 | PTIN |
| Phone | 3122368386 | PhoneNum |
| Preparation | 2026-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $544,627 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $9,361 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,361 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,669 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $31,920 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,669 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $15,030 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $15,030 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $10,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,003 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $6,997 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $170 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $52 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $120 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,185 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,060 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,127 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $24,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $24,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $34,685 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,060 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $31,627 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$19,655 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,970 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $29,002 | CashBOYAmt |
| Cash EOY | $34,676 | CashEOYAmt |
| Cash EOYFMV | $34,676 | CashEOYFMVAmt |
| Corporate Stock BOY | $143,374 | CorporateStockBOYAmt |
| Corporate Stock EOY | $148,309 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $446,412 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $70,651 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $46,326 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $46,367 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $17,298 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $17,298 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $17,172 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $260,325 | TotalAssetsBOYAmt |
| Total Assets EOY | $246,609 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $544,627 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $260,325 | RetainedEarningBOYAmt |
| Retained Earning EOY | $246,609 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $260,325 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $246,609 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $260,325 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $246,609 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $260,325 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$19,655 | ExcessRevenueOverExpensesAmt |
| Other Increases | $24,500 | OtherIncreasesAmt |
| Subtotal | $265,170 | SubtotalAmt |
| Other Decreases | $18,561 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $246,609 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 300 Shs CSX CORPORATION COM | P | 2015-03-27 | 2025-09-03 | $9,462 | $3,398 | $6,064 | $6,064 |
| 10,000 JP Morgan Chase | P | 2023-08-29 | 2025-09-02 | $10,000 | $10,000 | ||
| 100 Shs Pfizer | P | 2014-09-02 | 2025-09-03 | $2,458 | $2,853 | -$395 | -$395 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,669 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $166 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $166 | SubtotalAmt |
| Tax Based On Investment Income | $166 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $166 | TaxDueAmt |
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 |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | 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 | Law Offices of Kelly Kelly & Kelly LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3122368386 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 77 W Washington St Ste 1405 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60602 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Maureen J Kelly | ||||||
| 77 W Washington St Ste 1405 | Chicago | IL | 60602 | President | 001.00 | $0 |
| Walter Robinson | ||||||
| 77 W Washington St Ste 1405 | Chicago | IL | 60602 | Treasurer | 001.00 | $0 |
| Judi Golnick | ||||||
| 77 W Washington St Ste 1405 | Chicago | IL | 60602 | Director | 001.00 | $0 |
| Karen Williams | ||||||
| 77 W Washington St Ste 1405 | Chicago | IL | 60602 | Director | 001.00 | $0 |
| Patrick Pope | ||||||
| 77 W Washington St Ste 1405 | Chicago | IL | 60602 | Director | 001.00 | $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 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $457,628 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $18,031 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $475,659 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $475,659 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,135 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $468,524 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $23,426 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $23,426 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $166 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $166 | TotalTaxAmt |
| Distributable Before Adj | $23,260 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $23,260 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $23,260 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $31,627 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $31,627 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $23,260 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $11,753 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $9,369 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $6,275 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $19,404 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $7,928 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $54,729 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $31,627 | QualifyingDistributionsAmt |
| Applied To Current Year | $23,260 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $8,367 | RemainingDistriFromCorpusAmt |
| Total Corpus | $63,096 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $11,753 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $51,343 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $9,369 | ExcessFromYear4Amt |
| Excess From Year3 | $6,275 | ExcessFromYear3Amt |
| Excess From Year2 | $19,404 | ExcessFromYear2Amt |
| Excess From Year1 | $7,928 | ExcessFromYear1Amt |
| Excess From Current Year | $8,367 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Maureen J Kelly | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 77 W Washington St Ste 1405 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3122368386 | RecipientPhoneNum |
| Recipient Email Address | maureenjkelly3kellyslaw.com | RecipientEmailAddressTxt |
| Form And Info And Materials | Request made by letter to include grant proposal, 501 c 3, financials, board of directors for grantee | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Recieves proposals 1st 3 Qrts in 4th Qrt evaluated Awards gratned in December | SubmissionDeadlinesTxt |
| Restrictions On Awards | See attached Mission Statement | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| American Indian College Fund | ||||||
| PO Box 172449 | Denver | CO | 80217 | PC | Charitable | $2,000 |
| CARE | ||||||
| PO Box 1870 | Merrifield | VA | 22116 | PC | Charitable | $2,000 |
| Casa EsperanzaHouse of Hope | ||||||
| 8801 S Saginaw | Chicago | IL | 60617 | PC | Charitable | $1,000 |
| Chicago Coalition for the Homeless | ||||||
| 70 East Lake St Ste 720 | Chicago | IL | 60601 | PC | Charitable | $1,000 |
| Doctors Without Borders | ||||||
| PO Box 5030 | Hagerstown | MD | 21741 | PC | Charitable | $5,000 |
| Feeding America | ||||||
| 161 N Clark St Suite 700 | Chicago | IL | 60601 | PC | Charitable | $1,000 |
| Giffords Courage to Fight Gun Violence | ||||||
| PO Box 51196 | Washington | DC | 20091 | PC | Charitable | $1,000 |
| Gift of Adoption | ||||||
| 1200 Shermer Rd Ste 111 | Northbrook | IL | 60062 | PC | Charitable | $2,000 |
| Greater Chicago Food Depository | ||||||
| 4100 W Ann Lurie Place | Chicago | IL | 60632 | PC | Charitable | $1,000 |
| Habitat for Humanity Chicago | ||||||
| 1100 W Cermack Rd Ste 404 | Chicago | IL | 60608 | PC | Charitable | $1,000 |
| Misericordia | ||||||
| 6300 N Ridge Ave | Chicago | IL | 60660 | PC | Charitable | $1,000 |
| Providence St Mel School | ||||||
| 119 S Central Park Blvd | Chicago | IL | 60624 | PC | Charitable | $2,500 |
| Regina Dominican High School | ||||||
| 701 Locust Road | Wilmette | IL | 60091 | PC | Charitable | $2,000 |
| UNICEF | ||||||
| 125 Maiden Lane | New York | NY | 10038 | PC | Charitable | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $24,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,361 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,669 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $15,030 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $15,030 | 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 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | 10,000 QUEST DIAGNOSTIC INC | AssetDesc |
| Acquired | 2015-03 | AcquiredDt |
| How Acquired | P | HowAcquiredTxt |
| Sold | 2025-03 | SoldDt |
| Gross Sales Price | $10,000 | GrossSalesPriceAmt |
| Basis | $10,000 | BasisAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Corporate Bonds | BondNm |
| EOY Book Value | $46,326 | EOYBookValueAmt |
| EOYFMV | $46,367 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Equities | StockNm |
| EOY Book Value | $148,309 | EOYBookValueAmt |
| EOYFMV | $446,412 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Alternative Assets | CategoryOrItemTxt |
| Book Value | $17,298 | BookValueAmt |
| EOYFMV | $17,172 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Law Offices of Kelly, Kelly Kelly LLC | CategoryTxt |
| Legal Fees | $10,000 | LegalFeesAmt |
| Net Investment Income | $3,003 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,997 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2024 Grant Checks Paid in 2025 /PYAdj 1850061 | Desc |
| Amt | $18,561 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Charitable Bureau Fee | Desc |
| Revenue And Expenses Per Books | $15 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $5 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2025 Grant Checks Outstanding 24,500 | Desc |
| Amt | $24,500 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| US Treasury Excise Tax | $95 | $29 | $66 |
| Foreign Dividend Tax | $75 | $23 | $54 |