The Kellner Foundation

990PF • Fiscal year 2022 • EIN 13-7084979

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 07, 2023

Organization Profile

211 Mountain AvenueSpringfield, NJ 07081

(973) 921-1250

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2022

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2022

70%

Higher net margin than 81% of similar nonprofits.

2022 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2022

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2022

5.5%

Faster asset growth than 79% of similar nonprofits.

2022 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2021 to 2022

-33%

Faster revenue growth than 45% of similar nonprofits.

2022 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet

Liabilities / Assets81st percentile

Assets

$2,903,138

Up $151,556 (+5.5%) from 2021

Net Assets

$2,903,138

No earlier filing loaded for comparison.

Liabilities

Down

Down $1 (-100%) from 2021

Revenue And Expenses

Liabilities / Revenue77th percentile Net Margin81st percentile

Revenue

Down

$216,427

Down $106,212 (-33%) from 2021

Expenses

Down

$64,871

Down $127,775 (-66%) from 2021

Net Income

$151,556

Up $21,563 (+17%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2022

Assets$2,903,138

Liabilities$0

Net Assets$2,903,138

Open 2022 Filing

Operations Trend

Revenue Growth45th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2022

Revenue$216,427

Expenses$64,871

Net Income$151,556

Open 2022 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2022 to Dec 31, 2022
Signed: Nov 7, 2023
Return Version: 2022v5.0

Compensation and Service Providers

Top Officer Pay80th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
GEORGE KELLNER	Trustee - Time As Required	-	$0	-	-
MARTHA KELLNER	Trustee	-	$0	-	-
CATHERINE KELLNER	Trustee	-	$0	-	-
PETER KELLNER	Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: The Kellner Foundation
EIN: 13-7084979
In Care Of: % STEPHEN A KEPNISS
Phone: 9739211250
Address: 211 MOUNTAIN AVENUE, SPRINGFIELD, NJ 07081

Signing Officer

Name: George Kellner
Title: Trustee
Phone: 9739211250
Signed: 2023-11-07
Discuss with paid preparer: Yes

Preparer

Firm: Stephen a Kepniss & Assoc Pc
Address: 211 MOUNTAIN AVENUE, SPRINGFIELD, NJ 07081
Preparer: Stephen a Kepniss
Phone: 9739211250

Raw XML Appendix302 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path	#	Value
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	0	2626651
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	BROKERAGE & PARTNERSHIP INVEST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt	0	34009
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt	0	176543
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd	0	18
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt	0	1408
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt	0	4467
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd	0	18
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt	0	216427
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	216427
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	176543
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt	0	0
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	34009
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	34009
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	151556
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	354654
IRS990PF/AnalysisOfRevenueAndExpenses/InterestAdjNetIncmAmt	0	14183
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt	0	14183
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt	0	1408
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt	0	1408
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt	0	1408
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt	0	14183
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	176543
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	113651
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt	0	45659
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt	0	45659
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt	0	45659
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt	0	4467
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt	0	-38467
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt	0	4467
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	5029
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt	0	39884
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt	0	59842
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	59842
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	64871
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	173493
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	216427
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt	0	59842
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	59842
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	64871
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	0	119547
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	1	58564
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	0	-19371
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	1	64219
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	0	-19371
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	1	64219
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	0	100176
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	1	122783
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	0	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	1	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	0	UBS FINANCIAL SERVICES INC.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	1	UBS FINANCIAL SERVICES INC.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	0	2022-04-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	1	2022-04-25
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IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	151556
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	2903138
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	2751582
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	2903138
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	133830
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	133830
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	133830
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	135410
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	1580
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	1580
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt	0	3696
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt	0	5276
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd	0	X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	1580
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt	0	3696
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	1580
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt	0	5276
IRS990PF/FMVAssetsEOYAmt	0	2674683
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt	0	2751582
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt	0	2903138
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt	0	31803
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt	0	48032
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt	0	48032
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt	0	2719779
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt	0	2855106
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt	0	2626651
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind	0	X
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	2903138
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	2674683
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	2751582
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	2903138
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	2751582
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	2903138
IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	2749433
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	53512
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	2695921
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	41241
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	135410
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	2708192
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	2749433
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	3	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	3	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	3	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	3	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	GEORGE KELLNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	MARTHA KELLNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	CATHERINE KELLNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	3	PETER KELLNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	TRUSTEE - TIME AS REQUIRED
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	2	TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	3	TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	0	211 MOUNTAIN AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	1	211 MOUNTAIN AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	2	211 MOUNTAIN AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	3	211 MOUNTAIN AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	SPRINGFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	1	SPRINGFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	2	SPRINGFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	3	SPRINGFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	1	NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	2	NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	3	NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	0	07081
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	3	07081
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt	0	0
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt	0	0
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt	0	0
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt	0	0
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt	0	0
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt	0	0
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
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IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd	0	true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	SPRINGFIELD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	NJ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	07081
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	STEPHEN A KEPNISS
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	9739211250
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	true
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	WWW.KELLNER.HU
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	GEORGE KELLNER
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	133830
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	133830
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	221125
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	30718
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	133830
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	118013
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	118013
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr	0	2020
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr	0	2019
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr	0	2018
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	0
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	118013
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	251843
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	0	8166
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	1	1125
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	2	36364
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	3	4
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	THROUGH CPC LANDMARK SECONDARY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	THROUGH KELLNER CATALYST FUND
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	3	OTHER EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	8166
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	1125
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	2	36364
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	3	4
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	8166
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	1125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	36364
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	3	4
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	0	252
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	1	4215
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	2	0
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	THROUGH CPC LANDMARK SECONDARY, L.P.
OtherIncomeSchedule2/OtherIncomeDetail/Desc	1	THROUGH KELLNER CATALYST FUND, L.P.
OtherIncomeSchedule2/OtherIncomeDetail/Desc	2	UBTI NET INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	252
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	1	4215
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	2	-42934
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	252
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	1	4215
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	2	0
TaxesSchedule/TaxesDetail/Amt	0	5000
TaxesSchedule/TaxesDetail/Amt	1	29
TaxesSchedule/TaxesDetail/CategoryTxt	0	THROUGH JPMORGAN CHASE BANK
TaxesSchedule/TaxesDetail/CategoryTxt	1	THROUGH CPC LANDMARK SECONDARY
TaxesSchedule/TaxesDetail/CategoryTxt	2	THROUGH KELLNER CATALYST FUND
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	2
ReturnHeader/BuildTS	0	2023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	GEORGE KELLNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	9739211250
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2023-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	THE KELLNER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	KELL
ReturnHeader/Filer/EIN	0	137084979
ReturnHeader/Filer/InCareOfNm	0	% STEPHEN A KEPNISS
ReturnHeader/Filer/PhoneNum	0	9739211250
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	211 MOUNTAIN AVENUE
ReturnHeader/Filer/USAddress/CityNm	0	SPRINGFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	NJ
ReturnHeader/Filer/USAddress/ZIPCd	0	07081
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	STEPHEN A KEPNISS & ASSOC PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	211 MOUNTAIN AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	SPRINGFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	07081
ReturnHeader/PreparerPersonGrp/PhoneNum	0	9739211250
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2023-10-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	STEPHEN A KEPNISS
ReturnHeader/ReturnTs	0	2023-11-07T09:22:56-06:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	GEORGE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	KELLNER
ReturnHeader/TaxPeriodBeginDt	0	2022-01-01
ReturnHeader/TaxPeriodEndDt	0	2022-12-31
ReturnHeader/TaxYr	0	2022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $2,903,138
Liabilities: $0
Net assets: $2,903,138
Revenue: $216,427
Expenses: $64,871
Net income: $151,556

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$2.74	$0.00	$2.74	$0.16	$0.21	$0.05
2023Summary only. Only limited summary data is available for this year.	$2.79	$0.00		$0.13	$0.24	$0.12
2022Detailed filing. Detailed filing data is available for this year.	$2.90	$0.00	$2.90	$0.22	$0.06	$0.15
2021Summary only. Only limited summary data is available for this year.	$2.75	$0.00		$0.32	$0.19	$0.13
2020Summary only. Only limited summary data is available for this year.	$2.62	$0.00		$0.33	$0.05	$0.28
2019Detailed filing. Detailed filing data is available for this year.	$2.11	$0.00	$2.11	$0.19	$0.20	$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.11	$0.00	$2.11	$0.21	$0.44	$0.23
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.34	$0.00	$2.34	$0.32	$0.39	$0.07
2016Detailed filing. Detailed filing data is available for this year.	$2.41	$0.00	$2.41	$0.76	$0.31	$0.45
2015Summary only. Only limited summary data is available for this year.	$1.97	$0.00		$0.45	$0.25	$0.69
2014Summary only. Only limited summary data is available for this year.	$2.66	$0.00		$0.27	$0.24	$0.03
2013Summary only. Only limited summary data is available for this year.	$2.63	$0.00		$0.42	$0.66	$1.07
2012Summary only. Only limited summary data is available for this year.	$3.71	$0.00		$0.09	$0.27	$0.18
2011Summary only. Only limited summary data is available for this year.	$3.88	$0.00		$0.16	$0.36	$0.20