Nonprofit · EIN 83-2160419
KELLENBERG SHEPHERDS FUND INC
Tax-exempt · UNIONDALE, NY 11553
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $5,107,186 | $8,603,536 | -$3,496,350 | $17,679,250 | $167,999 | $17,511,251 |
| June 30, 2024 | 990 | $4,130,242 | $9,439,230 | -$5,308,988 | $21,151,401 | $143,800 | $21,007,601 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $3,111,655
- Program service revenue
- $754,500
- Investment income
- $1,241,031
- Net gain from sales of assets
- $674,417
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $7,459,792
- Other salaries and wages
- $583,290
- Salaries, compensation and benefits (total)
- $720,613
- Professional fundraising fees
- $0
- Program services (functional)
- $7,459,792
- Management and general (functional)
- $920,885
- Fundraising (functional)
- $222,859
Balance sheet and other
- Total assets, start of year
- $21,151,401
- Total assets, end of year
- $17,679,250
- Total liabilities, end of year
- $167,999
- Net assets, end of year
- $17,511,251
- Net assets without donor restrictions
- $17,155,328
- Net assets with donor restrictions
- $355,923
- Gross receipts
- $6,228,104
- Employees
- 8
- Volunteers
- 0
- Year formed
- 2018
- State of legal domicile
- NY
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| VALERIE SERPE | DIRECTOR Officer | 40 | $145,000 |
| BRO KENNETH M HOAGLAND SM | DIRECTOR Trustee or director | 40 | $0 |
| BRO TIMOTHY DRISCOLL SM | DIRECTOR Trustee or director | 40 | $0 |
| BRO DONALD NUSSBAUM SM | DIRECTOR Trustee or director | 40 | $0 |
990 for the year ended June 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROSEMARY DUGAL | DIRECTOR Officer | 40 | $72,015 |
| BRO KENNETH M HOAGLAND SM | DIRECTOR Trustee or director | 40 | $0 |
| BRO TIMOTHY DRISCOLL SM | DIRECTOR Trustee or director | 40 | $0 |
| BRO DONALD NUSSBAUM SM | DIRECTOR Trustee or director | 40 | $0 |
Address and contacts
- Address (IRS master file)
- 1400 GLENN CURTISS BLVD, UNIONDALE, NY 11553-3703
- In care of
- % BRO KENNETH HOAGLAND SM
- Mailing address (990-N for 2019)
- 1400 GLENN CURTISS BLVD, UNIONDALE NY 11553
- Principal officer (990 for 2024)
- BRO KENNETH HOAGLAND S, 1400 GLENN CURTISS BLVD, UNIONDALE, NY 11553
- Principal officer (990-N for 2019)
- BRO KENNETH HOAGLAND SM, 1400 GLENN CURTISS BLVD, UNIONDALE NY 11553
- Signed the 990
- BRO KENNETH HOAGLAND SM, DIRECTOR
- Phone
- (516) 292-0200
- Return prepared by
- GIAMBALVO STALZER & COMPANY CPAS PC
Mission
TO PROMOTE, PROVIDE, AND ENCOURAGE FINANCIAL SUPPORT FOR THE CONTINUED EDUCATIONAL WORK AND ACTIVITIES OF KELLENBERG MEMORIAL HIGH SCHOOL.
Program accomplishments
- SCHOLARSHIP AND FINANCIAL AID PAYMENTS FOR SELECTED STUDENTS BASED OPON MERIT AND/OR FINANCIAL NEEDExpenses $1,209,792 · grants $1,209,792 · revenue $754,500
- DONATION TO THE KELLENBERG MEMORIAL HIGH SCHOOL TOWARDS THE BUILDING OF THE KELLENBERG MEMORIAL FIREBIRD CENTER.Expenses $6,250,000 · grants $6,250,000
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 83-2160419
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type I
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 2019
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B11)
- Assets (IRS master file)
- $17,679,250
- Income (IRS master file)
- $6,228,104
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $5,107,186 | $8,603,536 | $17,679,250 | XML |
| 990 | June 2024 | $4,130,242 | $9,439,230 | $21,151,401 | XML |
| 990 | June 2023 | $3,221,459 | $1,963,793 | $28,654,285 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-N for 2019 Officer: BRO KENNETH HOAGLAND SM | June 30, 2020 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about KELLENBERG SHEPHERDS FUND INC
- What is the EIN of KELLENBERG SHEPHERDS FUND INC?
- The employer identification number (EIN) of KELLENBERG SHEPHERDS FUND INC is 83-2160419.
- Is KELLENBERG SHEPHERDS FUND INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to KELLENBERG SHEPHERDS FUND INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does KELLENBERG SHEPHERDS FUND INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of KELLENBERG SHEPHERDS FUND INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did KELLENBERG SHEPHERDS FUND INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of KELLENBERG SHEPHERDS FUND INC?
- The 990 for the year ended June 30, 2025 names BRO KENNETH HOAGLAND S.
- Who are the officers and directors of KELLENBERG SHEPHERDS FUND INC?
- The 990 for the year ended June 30, 2025 lists 4 people; 1 received compensation from the organization, the highest $145,000 (VALERIE SERPE, DIRECTOR).
- How much revenue does KELLENBERG SHEPHERDS FUND INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $5,107,186, expenses of $8,603,536 and total assets of $17,679,250 at year end.
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