JEAN AND ED KELLY FOUNDATION: Form 990EZ, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- JEAN AND ED KELLY FOUNDATION (EIN 77-0470334)
- Tax period
- 2014-10-01 to 2015-09-30
- Filed
- 2015-12-03
- IRS object ID
- 201543379349200224
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-12-03T15:20:26-08:00 | ReturnTs |
| Tax Period End | 2015-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | C & S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 734 East Lake Ave 12 | AddressLine1Txt |
| City | Watsonville | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95076 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2014-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770470334 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jean & Ed Kelly Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEAN | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1299 | AddressLine1Txt |
| City | Watsonville | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95077 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Edward J Kelly III | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2015-12-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Stephen E Stringari | PreparerPersonNm |
| PTIN | P00365649 | PTIN |
| Phone | 8317248877 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | 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 | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Gross Receipts | $160,123 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $41,050 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $7 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Fundraising Gross Income | $119,066 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $79,530 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $39,536 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Total Revenue | $80,593 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $104,122 | GrantsAndSimilarAmountsPaidAmt |
| Other Expenses Total | $11,421 | OtherExpensesTotalAmt |
| Total Expenses | $115,543 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$34,950 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $226,033 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $191,083 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $201,718 | BOYAmt |
| EOY | $164,058 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,315 | BOYAmt |
| EOY | $27,025 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $226,033 | BOYAmt |
| EOY | $191,083 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $226,033 | BOYAmt |
| EOY | $191,083 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | To serve and promote academics, the arts, athletics, the health and well being of the youth in the Pajaro Valley, Santa Cruz County. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt |
|---|---|
| Donation of $7,099 to various youth organizations within the Pajaro Valley, all proceeds from the dinner dance auction. | $7,099 |
| Construction of Three Baseball Fields for the Pajaro Valley Youth. Fields to include a park for Little League, Pony League, and Girls Softball, $97,0230 spent on the field in 2014-2015. | $97,023 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $104,122 | TotalProgramServiceExpensesAmt |
| Info In Schedule O Part IV | Yes (X) | InfoInScheduleOPartIVInd |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (15 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| Jean Kelly | ||
| Director | 0 | $0 |
| Kara Corley | ||
| Director | 0 | $0 |
| Jacob Dobler | ||
| Director | 0 | $0 |
| Steve Stringari | ||
| Treasurer | 0 | $0 |
| Kay Lynn Benko | ||
| President & CEO | 0 | $0 |
| Ed Kelly | ||
| Director | 0 | $0 |
| Mark Saucedo | ||
| Director | 0 | $0 |
| Kris Burkett | ||
| Director | 0 | $0 |
| Tracy Haneta | ||
| Director | 0 | $0 |
| Shaz Lint | ||
| Director | 0 | $0 |
| Kimarie Manfre | ||
| Vice President | 0 | $0 |
| Panette Micua | ||
| Director | 0 | $0 |
| Adriana Rodoni | ||
| Director | 0 | $0 |
| Robert Rodoni | ||
| Director | 0 | $0 |
| Dave Rose | ||
| Director | 0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Organization Filed990 T | false | OrganizationFiled990TInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Initiation Fees And Cap Contri | $0 | InitiationFeesAndCapContriAmt |
| Gross Receipts For Public Use | $0 | GrossReceiptsForPublicUseAmt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Stephen E Stringari CPA | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 734 East Lake Ave Suite 12 | AddressLine1Txt |
| City | Watsonville | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95076 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8317248877 | 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 |
| Form720 Filed | false | Form720FiledInd |
| 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 |
| Related Org Sect527 Org | false | RelatedOrgSect527OrgInd |
| 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) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $49,575 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,200 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $53,930 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,450 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $41,050 | CurrentTaxYearAmt |
| Total | $203,205 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $176,741 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $156,380 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $186,365 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $160,238 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $119,066 | CurrentTaxYearAmt |
| Total | $798,790 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $226,316 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $183,580 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $240,295 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $191,688 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $160,116 | CurrentTaxYearAmt |
| Total | $1,001,995 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $1,001,995 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7 | CurrentTaxYearAmt |
| Total | $33 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7 | CurrentTaxYearAmt |
| Total | $33 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $226,322 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $183,584 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $240,303 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $191,696 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $160,123 | CurrentTaxYearAmt |
| Total | $1,002,028 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 1.00000 | PublicSupportCY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Gala Dinner Dance | Event1Nm |
| Gross Receipts Event1 | $119,066 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $119,066 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $21,475 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $1,700 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $56,355 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $119,066 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $119,066 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $21,475 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $1,700 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $56,355 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $79,530 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $39,536 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Grants and Similar Amounts Paid In Excess of $5,000.1 | Class of Activity: Benefit Children | Donee's Name: Various Yth Org of Local Area | Donee's Address: Local Address Watsonville, CA 95076 | Cash Amount Given: $7099 |
| Grants and Similar Amounts Paid In Excess of $5,000.2 | Class of Activity: Benefit Children | Donee's Name: Baseball Fields-Watsonville | Donee's Address: Franich Park Watsonville, CA 95076 | Cash Amount Given: $97023 |
| Other Expenses.1012 | Insurance $6210 |
| Other Expenses.1 | Bank Credit Card Fees $4521 |
| Other Expenses.2 | Supplies $590 |
| Other Expenses.3 | Tax & Licenses $100 |
| Other Assets.1005 | Accounts Receivable - Beginning $24315 Accounts Receivable - Ending $27025 |