CHELLY FOUNDATION INC: Form 990EZ, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CHELLY FOUNDATION INC (EIN 81-0785392)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-08-20
- IRS object ID
- 202412339349200341
- Schema version
- 2023v5.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-20T14:11:47-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521260827 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATZ & CO PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4641 MONTGOMERY AVE STE 200 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810785392 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CHELLY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHEL | BusinessNameControlTxt |
| Phone | 3012042787 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7807 STRATFORD RD | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JASON R BARON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3012042787 | PhoneNum |
| Signature | 2024-08-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | YOAV KATZ | PreparerPersonNm |
| PTIN | P01057947 | PTIN |
| Phone | 3019518700 | PhoneNum |
| Preparation | 2024-08-20 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | WWW.THECHELLYFOUNDATION.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $37,658 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $37,658 | ContributionsGiftsGrantsEtcAmt |
| Total Revenue | $37,658 | TotalRevenueAmt |
| Salaries Other Comp Empl Bnft | $2,000 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $850 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $16,928 | OtherExpensesTotalAmt |
| Total Expenses | $19,778 | TotalExpensesAmt |
| Excess Or Deficit For Year | $17,880 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $26,415 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $44,295 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,415 | BOYAmt |
| EOY | $44,295 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,415 | BOYAmt |
| EOY | $44,295 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,415 | BOYAmt |
| EOY | $44,295 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | TO BENEFIT ELEMENTARY AND SECONDARY SCHOOLS AND STUDENTS IN LESSER RESOURCED COUNTRIES BY PROVIDING FINANCIAL ASSISTANCE AND "IN-KIND" GRANTS RELATED TO OR CONSISTING OF BOOKS, SCHOOL SUPPLIES, COMPUTERS AND RELATED EQUIPMENT, UNIFORMS, SPORTS EQUIPMENT, AND OTHER MATERIALS TO ASSIST SCHOOLS TO PROVIDE HIGH QUALITY EDUCATION TO STUDENTS AND ASSIST STUDENTS TO BENEFIT FROM HIGH QUALITY EDUCATION. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (4 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|
| PROVIDED FINANCIAL ASSISTANCE TO ELEMENTARY AND SECONDARY SCHOOLS STUDENTS IN LESS RESOURCED COUNTRIES. | $5,538 |
| ESTABLISHMENT AND MAINTENANCE OF FACILITIES FOR STUDENTS IN LESS RESOURCED COUNTRIES. | $8,467 |
| N/A | |
| OTHER ASSISTANCE/NON-PROFIT ACTIVITIES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $14,005 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (7 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| JASON R BARON | ||
| PRESIDENT | 5.00 | $0 |
| JENNIFER MCGOVERN-ALONZO | ||
| DIRECTOR | 5.00 | $0 |
| VICTORIA L LEMIEUX | ||
| DIRECTOR | 5.00 | $0 |
| CHRISTINE ARDERN | ||
| DIRECTOR | 5.00 | $0 |
| KATHY FRANKLIN | ||
| DIRECTOR | 5.00 | $0 |
| FLORENCE SOFER | ||
| DIRECTOR | 5.00 | $0 |
| JAMIE BROWN | ||
| DIRECTOR | 5.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THE CHELLY FOUNDATION | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7807 STRATFORD ROAD | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208141339 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3012042787 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,908 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,799 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $59,383 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $36,524 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $37,658 | CurrentTaxYearAmt |
| Total | $196,272 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,908 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,799 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $59,383 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $36,524 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $37,658 | CurrentTaxYearAmt |
| Total | $196,272 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $196,272 | PublicSupportTotal170Amt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,500 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $250 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,000 | CurrentTaxYearMinus1YearAmt |
| Total | $38,750 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $235,022 | TotalSupportAmt |
| Public Support CY170 | 0.83510 | PublicSupportCY170Pct |
| Public Support PY170 | 0.71590 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | CONTRIBUTIONS BY THE FOUNDER 38,750 | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 16 | EXPENSES INFORMATION TECHNOLOGY 258 TRAVEL 2,665 SCHOLARSHIPS 5,538 STUDENT & SCHOOL EXPENSES 8,467 TOTAL 16,928 |
| FORM 990-EZ, PART III | TO BENEFIT ELEMENTARY AND SECONDARY SCHOOLS AND STUDENTS IN LESSER RESOURCED COUNTRIES BY PROVIDING FINANCIAL ASSISTANCE AND "IN-KIND" GRANTS RELATED TO OR CONSISTING OF BOOKS, SCHOOL SUPPLIES, COMPUTERS AND RELATED EQUIPMENT, UNIFORMS, SPORTS EQUIPMENT, AND OTHER MATERIALS TO ASSIST SCHOOLS TO PROVIDE HIGH QUALITY EDUCATION TO STUDENTS AND ASSIST STUDENTS TO BENEFIT FROM HIGH QUALITY EDUCATION. |
| FORM 990-EZ, PART III, LINE 31 | OTHER ASSISTANCE/NON-PROFIT ACTIVITIES |