KEENY FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- KEENY FAMILY FOUNDATION INC (EIN 47-1070050)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-03-31
- IRS object ID
- 202510909349100806
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-03-31T16:22:39-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 231518888 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAILLIE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 WILLOWBROOK LANE SUITE 624 | AddressLine1Txt |
| City | WEST CHESTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19382 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 471070050 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEENY FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KEEN | BusinessNameControlTxt |
| Phone | 8778295500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1171 DUNSINANE HILL | AddressLine1Txt |
| City | CHESTER SPRINGS | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19425 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN KEENY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8778295500 | PhoneNum |
| Signature | 2025-03-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EDWARD FRONCZKOWSKI CPA | PreparerPersonNm |
| PTIN | P01259092 | PTIN |
| Phone | 6106964353 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,027,843 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $34,400 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $7,901 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,901 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $108,002 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $242,219 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $108,002 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $981 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $151,284 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $115,903 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $368 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $92 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $276 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,605 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,651 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,954 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $6,220 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,220 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,232 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,197 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,425 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,160 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,230 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $168,504 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $168,504 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $185,929 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,160 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $173,734 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$34,645 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $103,743 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $36,028 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $18,020 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $18,020 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $439,456 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $422,819 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,009,823 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $475,484 | TotalAssetsBOYAmt |
| Total Assets EOY | $440,839 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,027,843 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $475,484 | RetainedEarningBOYAmt |
| Retained Earning EOY | $440,839 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $475,484 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $440,839 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $475,484 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $440,839 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $475,484 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$34,645 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $440,839 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $440,839 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (26 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ADOBE INC | P | 2017-02-06 | 2024-01-16 | $8,945 | $1,712 | $7,233 | $7,233 |
| AMERN TOWER CORP REIT | P | 2017-01-31 | 2024-03-05 | $8,198 | $4,160 | $4,038 | $4,038 |
| AMERN TOWER CORP REIT | P | 2017-01-31 | 2024-03-14 | $6,937 | $3,640 | $3,297 | $3,297 |
| AMERN TOWER CORP REIT | P | 2017-01-31 | 2024-04-08 | $16,919 | $9,116 | $7,803 | $7,803 |
| AMERN TOWER CORP REIT | P | 2016-12-01 | 2024-05-17 | $11,628 | $6,063 | $5,565 | $5,565 |
| AMERN TOWER CORP REIT | P | 2016-12-01 | 2024-06-11 | $29,298 | $15,143 | $14,155 | $14,155 |
| AMAZON.COM INC | P | 2023-01-04 | 2024-01-16 | $2,308 | $1,286 | $1,022 | $1,022 |
| AMAZON.COM INC | P | 2023-01-04 | 2024-05-17 | $4,620 | $2,144 | $2,476 | $2,476 |
| COSTCO WHSL CORP NEW | P | 2023-01-13 | 2024-10-31 | $30,599 | $16,870 | $13,729 | $13,729 |
| ALPHABET INC. C | P | 2023-01-04 | 2024-05-17 | $4,406 | $2,202 | $2,204 | $2,204 |
| HEICO CORP A | P | 2017-12-08 | 2024-03-05 | $2,303 | $719 | $1,584 | $1,584 |
| LVMH MOET HENNESSY L ADR | P | 2024-04-23 | 2024-08-30 | $21,012 | $24,040 | -$3,028 | -$3,028 |
| MASTERCARD INC A | P | 2014-03-27 | 2024-03-05 | $4,651 | $725 | $3,926 | $3,926 |
| MOODYS CORP | P | 2018-11-16 | 2024-03-05 | $7,629 | $2,935 | $4,694 | $4,694 |
| MEDPACE HLDGS INC | P | 2024-09-05 | 2024-10-22 | $16,157 | $17,149 | -$992 | -$992 |
| ROPER TECHNOLOGIES | P | 2018-10-30 | 2024-03-14 | $5,463 | $2,794 | $2,669 | $2,669 |
| ROPER TECHNOLOGIES | P | 2018-10-30 | 2024-05-17 | $8,073 | $4,192 | $3,881 | $3,881 |
| TYLER TECHNOLOGIES | P | 2017-02-23 | 2024-01-16 | $2,139 | $773 | $1,366 | $1,366 |
| TYLER TECHNOLOGIES | P | 2017-02-23 | 2024-03-05 | $4,160 | $1,544 | $2,616 | $2,616 |
| TYLER TECHNOLOGIES | P | 2017-03-08 | 2024-03-14 | $6,258 | $2,315 | $3,943 | $3,943 |
| TYLER TECHNOLOGIES | P | 2017-03-08 | 2024-08-30 | $17,679 | $4,630 | $13,049 | $13,049 |
| UFP TECHNOLOGIES INC | P | 2023-09-14 | 2024-03-05 | $2,043 | $1,586 | $457 | $457 |
| UFP TECHNOLOGIES INC | P | 2023-09-14 | 2024-03-14 | $968 | $793 | $175 | $175 |
| UFP TECHNOLOGIES INC | P | 2023-09-14 | 2024-08-26 | $11,747 | $5,550 | $6,197 | $6,197 |
| VISA INC A | P | 2017-06-23 | 2024-03-05 | $4,169 | $1,417 | $2,752 | $2,752 |
| WATSCO INC | P | 2012-03-01 | 2024-03-05 | $3,910 | $719 | $3,191 | $3,191 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $108,002 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,442 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,442 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,442 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,080 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,080 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $2 | EsPenaltyAmt |
| Overpayment | $1,636 | OverpaymentAmt |
| Applied To ES Tax | $1,636 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JOHN KEENY | IndividualWithBooksNm |
| Phone | 6103637171 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1171 DUNSINANE HILL | AddressLine1Txt |
| City | CHESTER SPRINGS | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19425 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOHN R KEENY | ||||||||
| 1171 DUNSINANE HILL | CHESTER SPRINGS | PA | 19425 | PRESIDENT AND TREASURER | 1.00 | $0 | $0 | $0 |
| LINDA N KEENY | ||||||||
| 1171 DUNSINANE HILL | CHESTER SPRINGS | PA | 19425 | PRESIDENT AND SECRETARY | 1.00 | $0 | $0 | $0 |
| JANELLE MCDONALD | ||||||||
| 1171 DUNSINANE HILL | CHESTER SPRINGS | PA | 19425 | VP AND ASST TREASURER | 1.00 | $0 | $0 | $0 |
| JULIE DIPPOLD | ||||||||
| 1171 DUNSINANE HILL | CHESTER SPRINGS | PA | 19425 | VP AND ASST SECRETARY | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $993,990 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $25,643 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,019,633 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,019,633 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,294 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,004,339 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $50,217 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $50,217 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,442 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,442 | TotalTaxAmt |
| Distributable Before Adj | $48,775 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $48,775 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $48,775 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $173,734 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $173,734 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $48,775 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $142,708 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $79,782 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $109,142 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $121,185 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $299,135 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $751,952 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $173,734 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $48,775 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $124,959 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $876,911 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $142,708 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $734,203 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $79,782 | ExcessFromYear4Amt |
| Excess From Year3 | $109,142 | ExcessFromYear3Amt |
| Excess From Year2 | $121,185 | ExcessFromYear2Amt |
| Excess From Year1 | $299,135 | ExcessFromYear1Amt |
| Excess From Current Year | $124,959 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN R KEENY | ContributingManagerNm |
| Contributing Manager | LINDA N KEENY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MR JOHN KEENY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1171 DUNSINANE HILL | AddressLine1Txt |
| City | CHESTER SPRINGS | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19425 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6103637171 | RecipientPhoneNum |
| Form And Info And Materials | FULL PROPOSAL WITH TAX EXEMPTION LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BRIDGE ACADEMY & COMMUNITY CENTER | |||||||
| 570 OLIVE STREET | COATESVILLE | PA | 19320 | NONE | PC | GENERAL SUPPORT | $30,000 |
| CHRIST FIRST CHURCH | |||||||
| 95 W DEVON DR | DOWNINGTOWN | PA | 19335 | NONE | PC | GENERAL SUPPORT | $20,000 |
| CRU FOUNDATION | |||||||
| 100 LAKE HART DRIVE | ORLANDO | FL | 32832 | NONE | PC | GENERAL SUPPORT | $16,500 |
| GLOBAL TRAINING NETWORK | |||||||
| 7558 W THUNDERBIRD RD | PEORIA | AZ | 85381 | NONE | PC | GENERAL SUPPORT | $65,004 |
| MISSION ENABLERS INTERNATIONAL | |||||||
| PO BOX 2127 | BENTONVILLE | AR | 72712 | NONE | PC | GENERAL SUPPORT | $30,000 |
| TEACH BEYOND | |||||||
| PO BOX 610 | DOWNERS GROVE | IL | 60515 | NONE | PC | GENERAL SUPPORT | $7,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $168,504 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,901 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $108,002 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $981 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $116,884 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $116,884 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JOHN AND LINDA KEENY | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1171 DUNSINANE HILL | AddressLine1Txt |
| City | CHESTER SPRINGS | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19425 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $34,400 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $6,605 | Amt |
| Net Investment Income | $1,651 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,954 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | EQUITIES ACCOUNT | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $422,819 | BookValueAmt |
| EOYFMV | $1,009,823 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $368 | LegalFeesAmt |
| Net Investment Income | $92 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $276 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $4,197 | $4,197 | $0 |
| BANK FEES | $35 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC | Desc |
| Revenue And Expenses Per Books | $981 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $981 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $6,220 | Amt |
| Net Investment Income | $6,220 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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