The Mckelvey Daugherty Family Foundation

Newport Beach, CA
Tax-exempt since April 1989
EIN: 95-4210203

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$30.4k (2023)

Expenses

$42.2k (2023)

Total Assets

$649k (2023)

Total Liabilities

$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Revenue

$30,388

Expenses

$42,202

Net Income

-$11,814

Net Assets

$648,566

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$742	2.4%
Interest Revenue	$0
Dividends	$10,783	35.5%
Sales of Assets	$18,863	62.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$33,000	78.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$648,566
Total Liabilities	$0
Net Assets	$648,566

Compensation

Key Employees and Officers	Compensation	Other
Paul Mckelvey (President)	$0	$0
Lynn Gasparino (Vice President & Secretary)	$0	$0
Carla Heer (Treasurer)	$0	$0

990-PF

Filed on Nov. 15, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$3,068

Expenses

$38,539

Net Income

-$35,471

Net Assets

$660,380

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,005	> 100%
Sales of Assets	-$7,937
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$32,811	85.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$660,380
Total Liabilities	$0
Net Assets	$660,380

Compensation

Key Employees and Officers	Compensation	Other
Paul Mckelvey (President)	$0	$0
Lynn Gasparino (Vice President & Secretary)	$0	$0
Carla Heer (Treasurer)	$0	$0

990-PF

Filed on Nov. 16, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$29,718

Expenses

$46,664

Net Income

-$16,946

Net Assets

$695,851

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,596	25.6%
Sales of Assets	$22,122	74.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$36,000	77.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$695,851
Total Liabilities	$0
Net Assets	$695,851

Compensation

Key Employees and Officers	Compensation	Other
Paul Mckelvey (President)	$0	$0
Lynn Gasparino (Vice President & Secretary)	$0	$0
Carla Heer (Treasurer)	$0	$0

990-PF

Filed on Nov. 16, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2020

Revenue

$8,862

Expenses

$42,327

Net Income

-$33,465

Net Assets

$712,796

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,646	63.7%
Sales of Assets	$3,216	36.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$32,500	76.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$712,797
Total Liabilities	$1
Net Assets	$712,796

Compensation

Key Employees and Officers	Compensation	Other
Paul Mckelvey (President)	$0	$0
Lynn Gasparino (Vice President & Secretary)	$0	$0
Carla Heer (Treasurer)	$0	$0

990-PF

Filed on Nov. 15, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$19,436

Expenses

$42,511

Net Income

-$23,075

Net Assets

$746,261

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$8,319	42.8%
Sales of Assets	$11,117	57.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$31,800	74.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$746,262
Total Liabilities	$1
Net Assets	$746,261

Compensation

Key Employees and Officers	Compensation	Other
Paul Mckelvey (President)	$0	$0
Lynn Gasparino (Vice President)	$0	$0
Carla Heer (Secretary)	$0	$0

990-PF

Filed on Oct. 7, 2020

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2018

Revenue

-$47,175

Expenses

$60,255

Net Income

-$107,430

Net Assets

$769,337

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$25,933
Sales of Assets	-$73,108
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$50,400	83.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$769,337
Total Liabilities	$0
Net Assets	$769,337

Compensation

Key Employees and Officers	Compensation	Other
Paul Mckelvey (President)	$0	$0
Lynn Gasparino (Vice President)	$0	$0
Carla Heer (Secretary)	$0	$0

990-PF

Filed on Aug. 5, 2019

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$44,453

Expenses

$51,069

Net Income

-$6,616

Net Assets

$876,767

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$44,894	> 100%
Sales of Assets	-$441
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$45,641	89.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$876,767
Total Liabilities	$0
Net Assets	$876,767

Compensation

Key Employees and Officers	Compensation	Other
Paul Mckelvey (President)	$0	$0
Lynn Gasparino (Vice President)	$0	$0
Carla Heer (Secretary)	$0	$0

990-PF

Filed on March 30, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

-$7,626

Expenses

$51,527

Net Income

-$59,153

Net Assets

$883,383

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$45,283
Sales of Assets	-$52,909
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$46,125	89.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$883,383
Total Liabilities	$0
Net Assets	$883,383

Compensation

Key Employees and Officers	Compensation	Other
Carla Heer (President)	$0	$0
Lynn P Gasperino (Vice President)	$0	$0
Jennifer Mckelvey Artis (Secretary)	$0	$0

990-PF

Filed on Oct. 5, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2015

Revenue

-$43,716

Expenses

$66,833

Net Income

-$110,549

Net Assets

$942,536

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,193
Interest Revenue	$7
Dividends	$53,556
Sales of Assets	-$99,472
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$55,722	83.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$942,536
Total Liabilities	$0
Net Assets	$942,536

Compensation

Key Employees and Officers	Compensation	Other
Carla Heer (President)	$0	$0
Lynn P Gasperino (Vice President)	$0	$0
Jennifer Mckelvey Artis (Secretary)	$0	$0

990-PF

Filed on May 16, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2014

Revenue

$53,019

Expenses

$56,587

Net Income

-$3,568

Net Assets

$1,053,085

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$38	0.1%
Dividends	$44,405	83.8%
Sales of Assets	$8,576	16.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$43,191	76.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,053,085
Total Liabilities	$0
Net Assets	$1,053,085

Compensation

Key Employees and Officers	Compensation	Other
Maria Mcconnell (President)	$0	$0
Lynn P Gasperino (Vice President)	$0	$0
Jennifer Mckelvey Artis (Secretary)	$0	$0

990-PF

Filed on Aug. 12, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2013

Revenue

$45,597

Expenses

$57,170

Net Income

-$11,573

Net Assets

$1,056,653

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$51,938	> 100%
Sales of Assets	-$6,341
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$47,191	82.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,056,653
Total Liabilities	$0
Net Assets	$1,056,653

Compensation

Key Employees and Officers	Compensation	Other
Maria Mcconnell (President)	$0	$0
Lynn P Gasperino (Vice President)	$0	$0
Alden D Mckelvey (Secretary)	$0	$0

990-PF

Filed on May 15, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2012

Revenue

$54,261

Expenses

$23,241

Net Income

$31,020

Net Assets

$1,068,226

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$52,755	97.2%
Sales of Assets	$1,506	2.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,750	93.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,068,354
Total Liabilities	$128
Net Assets	$1,068,226

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$27,223

Expenses

$32,410

Net Income

-$5,187

Net Assets

$1,037,206

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$51,054	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,045	71.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,037,234
Total Liabilities	$28
Net Assets	$1,037,206

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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The Mckelvey Daugherty Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $30.4k (2023)

Expenses $42.2k (2023)

Total Assets $649k (2023)

Total Liabilities $0 (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$30.4k (2023)

Expenses

$42.2k (2023)

Total Assets

$649k (2023)

Total Liabilities

$0 (2023)

Fiscal Year Ending Dec.
2023

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2022

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2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

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