Donald P And Byrd M Kelly Foundation
- Assets
- $5.4m
- Revenue
- $177.9k
- Investments
- $5.1m
- Employees
- 0
- Location
- Oak Brook, IL
- Founding
- 01/1987
- Data as of
- 06/2021
- EIN
- 36-3444536
Organization Overview
Donald P And Byrd M Kelly Foundation is located in Oak Brook, IL. The organization was established in 1987. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Donald P And Byrd M Kelly Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2021, Donald P And Byrd M Kelly Foundation generated $177.9k in total revenue. The organization has seen a slow decline revenue. Over the past 6 years, revenues have fallen by an average of (1.2%) each year. All expenses for the organization totaled $1.1m during the year ending 06/2021. You can explore the organizations financials more deeply in the financial statements section below.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2021
Describe the Organization's Program Activity:
Part 3 - Line 4a
NOT APPLICABLE
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Laura K Smith President/treasurer/p.t | 0 | $0 | |
Thomas N Kelly Vice President/secretary/p.t. | 0 | $0 | |
Patrick J Kelly Vice President/part Time | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $181,206 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | -$2,084 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | -$1,195 |
| Total Revenue | $177,927 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $1,500 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $30,939 |
| Total operating and administrative expenses | $71,808 |
| Contributions, gifts, grants paid | $1,037,125 |
| Total expenses and disbursements | $1,108,933 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $10,938 |
| Savings and temporary cash investments | $348,476 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $440,925 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $5,420,269 |
| Accounts payable and accrued expenses | $450 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $450 |
Grants Awarded
Over the last fiscal year, Donald P And Byrd M Kelly Foundation has awarded $1,037,125 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
SEE ATTACHED STATEMENT PURPOSE: CHARITABLE | $1,023,375 |
SEE ATTACHED STATEMENT PURPOSE: CHARITABLE | $13,750 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Ed Uihlein Family Foundation Lake Forest, IL | $7,123,989 | $4,757,675 |
Joseph L & Sarah S Marcum Foundation Chicago, IL | $0 | $6,419,437 |
Kraft Heinz Company Foundation Chicago, IL | $398,764 | $8,002,636 |
State Farm Companies Foundation Bloomington, IL | $9,666,483 | $1,134 |
Bayer Fund St Louis, MO | $65,640,119 | $9,167,249 |
Marie C & Joseph C Wilson Foundation Chicago, IL | $0 | $53,412 |
Humana Foundation Inc Louisville, KY | $467,311,073 | $9,744,567 |
Alphawood Foundation Chicago, IL | $96,386,448 | $15,256,055 |
Steans Family Foundation Chicago, IL | $0 | $20,140,801 |
Reiman Foundation Inc Pewaukee, WI | $64,480,239 | $12,529,672 |
Roger And Susan Stone Family Foundation Northbrook, IL | $23,476,805 | $8,385,528 |
Galashiels Fund Ltd Northbrook, IL | $154,593,436 | $48,314,988 |