2024-04-14T07:49:00-07:00 2023-12-31 271661785 CMRosen LLC 17440 Dallas Pkwy Ste 218 Dallas TX 75287 990 2023-01-01 342018044 Kellermann Foundation KELL 9726850279 PO Box 832809 Richardson TX 75083 Carol Doggett Chair 2024-04-12 true Carol Doggett 999009999 true Chad M Rosen CPA P01071321 9728181400 2 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z Laura Corley PO Box 832809 Richardson TX 75083 2169833 false X kellermannfoundation.org X 2004 CA To provide resources for health, education, spiritual outreach, and ecomonic empowerment for the benefit of the Batwa pygmies and adjacent communities in southwest Uganda. 11 11 4 75 0 1158966 2112328 1309 51920 905 5585 0 1161180 2169833 963041 1240822 0 141805 150830 0 85517 82287 142958 1187133 1534610 -25953 635223 564786 1193906 6653 550 558133 1193356 To provide resources for health, education, spiritual outreach, and ecomonic empowerment for the benefit of the Batwa pygmies and adjacent communities in southwest Uganda. false false 1354070 1240822 51920 Distributed resources resulting in the following accomplishments in 2023: provided educational support to 1,421 students from nursery to university; constructed a school expansion and 15 homes; facilitated agricultural projects in all settlements; expanded spiritual care outreach to all settlements; provided adult literacy classes; funded land purchases for home, healthcare, and school construction; funded health insurance for all Batwa; hosted an NIH-funded EpiCenter for Emerging Infectious Disease Intelligence; expanded doorstep delivery of healthcare for the most disadvantaged patients; and provided high-quality, low-cost healthcare including maternal health, pediatrics, surgeries, dental, vision, HIV, malaria, and Tuberculosis. 1354070 true true false false false false false false true false true false false false false true true false false false true true false false false false false false false false false false false false false false false false false false false false false false false false false true 0 0 true 4 true false false false false false false false 0 false false false false false false false X 11 11 false false false false false false false true true false false true true true true true true true false false AR CA CT IL KY MN NY OR RI TN UT WV X X Laura Corley 9726850279 1149 Rockingham Dr Ste 115 Richardson TX 75080 Laura Corley Executive Dir. 40.00 0.00 X 69548 0 0 Peter Huntress Director 1.00 0.00 X 0 0 0 Jeff Gardner Director 1.00 0.00 X 0 0 0 Jeed Gan Director 1.00 0.00 X 0 0 0 Cindy Waits Director 1.00 0.00 X 0 0 0 Charles Pinches Director 1.00 0.00 X 0 0 0 Julia Lippert Director 1.00 0.00 X 0 0 0 Lillian Butungi Niwagaba Director 1.00 0.00 X 0 0 0 Andrew Nyberg Director 1.00 0.00 X 0 0 0 John Macaulay Treasurer 1.00 0.00 X X 0 0 0 Ann Bradbury Secretary 1.00 0.00 X X 0 0 0 Carol Doggett Chairman 1.00 0.00 X X 0 0 0 69548 0 false false false 0 2112328 1127 2112328 Fees for travel to Uganda 900099 50260 50260 Guest house admin fees 561000 1660 1660 51920 5585 5585 0 0 0 0 0 0 0 0 2169833 51920 5585 0 0 1240822 1240822 0 69548 13582 24931 31035 0 70504 34794 21574 14136 0 0 10778 3700 3622 3456 0 0 0 0 0 0 11871 11871 21363 980 1238 19145 12656 643 11809 204 2177 774 1403 0 17612 6429 5850 5333 54887 52582 1938 367 0 3928 127 1401 2400 0 0 8969 411 520 8038 2836 2836 Business expenses 6659 6659 0 1534610 1354070 95023 85517 259694 226861 129807 235418 154205 719516 0 0 0 0 0 0 1131 1131 0 0 0 0 20309 11340 771 771 564786 1193906 2663 3990 550 6653 550 X 220927 131031 337206 1062325 558133 1193356 564786 1193906 635223 X false true X true false X 1020295 958999 1170327 1158966 2112328 6420915 0 0 1020295 958999 1170327 1158966 2112328 6420915 1730493 4690422 1124 525 285 905 5585 8424 0 0 6429339 80502 0.72950 0.76110 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true X 1131 1131 X 2121296 2121296 48537 48537 2169833 1486073 1486073 48537 48537 1534610 Part IV, Line 2b: Explanation of escrow account liability The Organization processes payments for a guest house in Uganda to facilitate the flow of payments there by U.S.-based guests. Part X : FIN48 Footnote Management has concluded that any tax positions which would not meet the more-likely-than-not criterion of Financial Accounting Standards Board (FASB) Accounting Standards Codification (ASC) Topic 740-10, Accounting for Income Taxes, would be immaterial to the financial statements taken as a whole. Accordingly, the accompanying financial statements do not include any provision for uncertain tax positions, and no related interest or penalties have been recorded in the operating statement or accrued in the statement of financial position. Federal and state tax returns of the Organization are generally open to examination by the relevant taxing authorities for a period of three years from the date on which the returns are filed. Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/S Cost of mission trip not netted with rev $48537 Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S Cost of mission trip not netted with rev $48537 true Sub-Saharan Africa 0 0 Grantmaking Health & development 1240822 Sub-Saharan Africa 0 0 Mission trips Health & development 48537 1289359 1289359 Sub-Saharan Afr Dev. 768778 Wire Trans Sub-Saharan Afr Medical 416982 Wire Trans Sub-Saharan Afr Nursing Ed 48698 Wire Trans 6364 Amazon Kindles FMV 3 false false false false false false Part I, Line 2 - Grantmakers Explanation For Monitoring Use of Funds Outside US The Organization conducts periodic field investigations and requires as much detailed financial reporting on the use of funds as the local grantees' resources enable them to provide. Funds requested by the grantees are not provided until sufficient accountability on the use of previous grants has been obtained. Part I, Line 3f - Method of Accounting The Organization uses the accrual method to report the assistance. Part II, Line 1 - Method of Accounting The Organization uses the accrual method to report the assistance. Form 990, Part VI, Section A, Line 1a In accordance with the bylaws, the board of directors did, by a majority vote of directors, designate two (2) or more of its members (who may also be serving as officers of this corporation) to constitute an executive committee of the board and delegate to such committee any of the powers and authority of the board in the management of the business and affairs of the corporation, except with respect to certain critical matters requiring approval of the majority of board members, amending bylaws, filling vacancies on the board, determining compensation of directors, and similar. Form 990, Part VI, Section B, Line 11b Prior to filing, the entire Form 990 was provided to our executive director, board of directors, and ex-officio board members via email for review. It was then approved by a majority vote of directors. Form 990, Part VI, Section B, Line 12c Persons covered - Any director, principal officer, or member of a committee, or staff member with governing board delegated powers, who has a direct or indirect financial interest.Monitoring proposed or ongoing transactions for conflicts - An interested person must disclose the existence of the financial interest and be given the opportunity to disclose all material facts to the directors and members of committees with governing board delegated powers considering the proposed transaction or arrangement. Each covered person must annually sign a statement which affirms that such person has received, has read, and understands the Policy and agrees to comply with it.Dealing with potential conflicts and the level at which determinations of whether a conflict exists are made - After disclosure of the financial interest and all material facts, and after any discussion with the interested person, he/she shall leave the governing board or committee meeting while the determination of a conflict of interest is discussed and voted upon. The remaining board or committee members shall decide if a conflict of interest exists.Dealing with actual conflicts, the level at which actual conflicts are reviewed, and restrictions imposed on the interested person - An interested person may make a presentation at the governing board or committee meeting, but after the presentation, he/she shall leave the meeting during the discussion of, and the vote on, the transaction or arrangement involving possible conflict of interest. The chairperson of the governing board or committee shall, if appropriate, appoint a disinterested person or committee to investigate alternatives to the proposed transaction or arrangement. After exercising due diligence, the governing board or committee shall determine whether the Organization can obtain with reasonable efforts a more advantageous transaction or arrangement from a person or entity that would not give rise to a conflict of interest. If a more advantageous transaction or arrangement is not reasonably possible under circumstances not producing a conflict of interest, the governing board or committee shall determine by a majority vote of the disinterested directors whether the transaction or arrangement is in the Organization's best interest, for its own benefit, and whether it is fair and reasonable. In conformity with the above determination, it shall make its own decision as to whether to enter into the transaction. Form 990, Part VI, Section B, Line 15a In November 2021, the Executive Compensation Committee reviewed data from the National Council of Non-Profits, the Foundation Group, The Council on Foundations, Economic Research Institute, and Guidestar to determine the methodology and process for setting fair executive compensation for calendar year 2022. From there, the Committee reviewed data from all Texas non-profits and foundations based on data received from Open990. This data was filtered for comparably-sized organizations and analyzed, and the committee submitted its resulting recommendation to the board which ultimately approved it. In February 2023, the board approved a raise to an amount consistent with the comparability data originally viewed. Form 990, Part VI, Section B, Line 15b No such individuals were paid during the year. Form 990, Part VI, Section C, Line 19 These documents are available upon request.