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 bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 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 (search EIN 83-2160419).
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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