CHELLY FOUNDATION INC: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: CHELLY FOUNDATION INC (EIN 81-0785392)
Tax period: 2020-01-01 to 2020-12-31
Filed: 2021-07-14
IRS object ID: 202121959349300747
Schema version: 2020v4.0
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
Form 990
Schedule A
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2021-07-14T12:59:46-05:00	ReturnTs
Tax Period End	2020-12-31	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	990	ReturnTypeCd
Tax Period Begin	2020-01-01	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	2021-07-12	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	JASON	PersonFirstNm
Person Last	BARON	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	YOAV KATZ	PreparerPersonNm
PTIN	P01057947	PTIN
Phone	3019518700	PhoneNum
Preparation	2021-07-14	PreparationDt

Field	Value	IRS element (for citing)
Tax	2020	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	JASON R BARON	PrincipalOfficerNm

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)
Gross Receipts	$33,799	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.THECHELLYFOUNDATION.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	2015	FormationYr
Legal Domicile State	MD	LegalDomicileStateCd
Activity Or Mission	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.	ActivityOrMissionDesc
Voting Members Governing Body	3	VotingMembersGoverningBodyCnt
Voting Members Independent	3	VotingMembersIndependentCnt
Total Employee	0	TotalEmployeeCnt
Total Gross UBI	$0	TotalGrossUBIAmt
PY Contributions Grants	$45,408	PYContributionsGrantsAmt
CY Contributions Grants	$33,799	CYContributionsGrantsAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
CY Investment Income	$0	CYInvestmentIncomeAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$45,408	PYTotalRevenueAmt
CY Total Revenue	$33,799	CYTotalRevenueAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid	$0	CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$39,107	PYOtherExpensesAmt
CY Other Expenses	$10,964	CYOtherExpensesAmt
PY Total Expenses	$39,107	PYTotalExpensesAmt
CY Total Expenses	$10,964	CYTotalExpensesAmt
PY Revenues Less Expenses	$6,301	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$22,835	CYRevenuesLessExpensesAmt
Total Assets BOY	$19,852	TotalAssetsBOYAmt
Total Assets EOY	$42,687	TotalAssetsEOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$19,852	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$42,687	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	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.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$6,970	ExpenseAmt
Desc	PROVIDED FINANCIAL ASSISTANCE TO ELEMENTARY AND SECONDARY SCHOOLS STUDENTS IN LESS RESOURCED COUNTRIES.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$1,722	ExpenseAmt
Desc	ESTABLISHMENT AND MAINTENANCE OF FACILITIES FOR STUDENTS IN LESS RESOURCED COUNTRIES.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

Field	Value	IRS element (for citing)
Expense	$600	ExpenseAmt
Desc	OTHER ASSISTANCE/NON-PROFIT ACTIVITIES	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$600	TotalOtherProgSrvcExpenseAmt
Total Program Service Expenses	$9,292	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	false	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Donor Rstr Or Quasi Endowments	false	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	false	ReportLandBuildingEquipmentInd
Report Investments Other Sec	false	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	false	ReportOtherLiabilitiesInd
Include FIN48 Footnote	false	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	false	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	false	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	false	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	false	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	false	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	false	RelatedEntityInd
Related Organization Ctrl Ent	false	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	0	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	0	EmployeeCnt
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	false	QuidProQuoContributionsInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Form8899 Filedind	false	Form8899Filedind
Form1098 C Filed	false	Form1098CFiledInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	3	GoverningBodyVotingMembersCnt
Independent Voting Member	3	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	false	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	false	CompensationProcessCEOInd
Compensation Process Other	false	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	MD	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	THE CHELLY FOUNDATION	PersonNm
Phone	3012042787	PhoneNum

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)
No Listed Persons Compensated	Yes (X)	NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
JASON R BARON
PRESIDENT	5.00	Yes (X)	Yes (X)	$0	$0	$0
LAWRENCE CHAPIN
DIRECTOR	5.00	Yes (X)		$0	$0	$0
VICTORIA L LEMIEUX
DIRECTOR	5.00	Yes (X)		$0	$0	$0
CHRISTINE ARDERN
DIRECTOR	5.00	Yes (X)		$0	$0	$0
KATHY FRANKLIN
DIRECTOR	5.00	Yes (X)		$0	$0	$0
FLORENCE SOFER
DIRECTOR	5.00	Yes (X)		$0	$0	$0
JAMIE BROWN
DIRECTOR	5.00	Yes (X)		$0	$0	$0

Field	Value	IRS element (for citing)
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	false	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd
All Other Contributions	$33,799	AllOtherContributionsAmt
Total Contributions	$33,799	TotalContributionsAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$33,799	TotalRevenueColumnAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$50	TotalAmt
Management And General	$50	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$950	TotalAmt
Management And General	$950	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$672	TotalAmt
Management And General	$672	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt
SCHOLARSHIPS	$6,970	$6,970
STUDENT & SCHOOL EXPENSES	$1,722	$1,722
OTHER EXPENSE	$600	$600

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$10,964	TotalAmt
Program Services	$9,292	ProgramServicesAmt
Management And General	$1,672	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$19,852	BOYAmt
EOY	$42,687	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$19,852	BOYAmt
EOY	$42,687	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$19,852	BOYAmt
EOY	$42,687	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$19,852	BOYAmt
EOY	$42,687	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$19,852	BOYAmt
EOY	$42,687	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$22,835	ReconcilationRevenueExpnssAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	false	FSAuditedInd
Federal Grant Audit Required	false	FederalGrantAuditRequiredInd

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	$10,300	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$35,251	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$25,940	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$28,908	CurrentTaxYearMinus1YearAmt
Current Tax Year	$33,799	CurrentTaxYearAmt
Total	$134,198	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$10,300	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$35,251	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$25,940	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$28,908	CurrentTaxYearMinus1YearAmt
Current Tax Year	$33,799	CurrentTaxYearAmt
Total	$134,198	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total170	$134,198	PublicSupportTotal170Amt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$18,500	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$32,345	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$34,500	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$16,500	CurrentTaxYearMinus1YearAmt
Total	$101,845	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$236,043	TotalSupportAmt
Public Support CY170	0.56850	PublicSupportCY170Pct
Public Support PY170	0.43670	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 101,845	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990 - ORGANIZATION'S MISSION	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, PAGE 2, PART III, LINE 4D	OTHER ASSISTANCE/NON-PROFIT ACTIVITIES
FORM 990, PAGE 6, PART VI, LINE 11B	THE ORGANIZATIONS PRESIDENT REVIEWED THE RETURN PRIOR TO IT BEING FILED.
FORM 990, PAGE 6, PART VI, LINE 19	ALL GOVERNING DOCUMENTS, POLICIES, STATEMENTS AND INFORMATION RETURNS ARE AVAILABLE UPON REQUEST AT THE OFFICES OF THE ORGANIZATION.