SPRAY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SPRAY FOUNDATION INC (EIN 58-2219018)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-06
- IRS object ID
- 202421279349100227
- Schema version
- 2023v5.0
- 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
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-06T08:30:39-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 651276621 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAY B CHADWICK CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 790 | AddressLine1Txt |
| City | WESTPORT | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06881 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 582219018 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SPRAY FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O CLAY K KIRK | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SPRA | BusinessNameControlTxt |
| Phone | 2125214080 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 590 MADISON AVE 21ST FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CLAY KENAN KIRK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2125214080 | PhoneNum |
| Signature | 2024-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CLAY | PersonFirstNm |
| Person Last | KENAN KIRK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAY B CHADWICK | PreparerPersonNm |
| PTIN | P00739818 | PTIN |
| Phone | 2034543600 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $53,362,330 | 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 | $1,496,118 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $16 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,073,910 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,073,910 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $601 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $601 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,570,645 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,074,527 | 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 |
| Other Prof Fees Rev And Expnss | $22,089 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $22,089 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $41,594 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $41,594 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $580 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $580 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $64,263 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $64,263 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,915,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,915,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,979,263 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $64,263 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,915,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $591,382 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,010,264 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $272,609 | CashBOYAmt |
| Cash EOY | $216,032 | CashEOYAmt |
| Cash EOYFMV | $216,032 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,308,322 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,956,281 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,956,281 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,048,064 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,038,839 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $48,190,017 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $2,929,753 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,938,978 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $14,558,748 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,150,130 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $53,362,330 | 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 | $14,558,748 | RetainedEarningBOYAmt |
| Retained Earning EOY | $15,150,130 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,558,748 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,150,130 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,558,748 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,150,130 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,558,748 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $591,382 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $15,150,130 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,150,130 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,043 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $14,043 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $14,043 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,681 | 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 | $13,681 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $362 | TaxDueAmt |
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 | GA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | 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 | CLAY K KIRK | IndividualWithBooksNm |
| Phone | 2125214080 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 590 MADISON AVE 21ST FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| CLAY K KIRK | ||||||||
| 590 MADISON AVE 21ST FL | NEW YORK | NY | 10022 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JAY B CHADWICK | ||||||||
| 590 MADISON AVE 21ST FL | NEW YORK | NY | 10022 | TREASURER | 5.00 | $0 | $0 | $0 |
| LAURA S KIRK | ||||||||
| 590 MADISON AVE 21ST FL | NEW YORK | NY | 10022 | SECRETARY | 0.50 | $0 | $0 | $0 |
| GARRETT KIRK JR | ||||||||
| 590 MADISON AVE 21ST FL | NEW YORK | NY | 10022 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| CHRISTINA K KIRK | ||||||||
| 590 MADISON AVE 21ST FL | NEW YORK | NY | 10022 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| HAZEL M NYSTROM | ||||||||
| 590 MADISON AVE 21ST FL | NEW YORK | NY | 10022 | DIRECTOR | 0.10 | $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 | $45,073,920 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,876,622 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $49,950,542 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $49,950,542 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $749,258 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $49,201,284 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,460,064 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,460,064 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,043 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,043 | TotalTaxAmt |
| Distributable Before Adj | $2,446,021 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,446,021 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,446,021 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,915,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,915,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,446,021 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $20,133,929 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $20,133,929 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,915,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,915,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $531,021 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $531,021 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $19,602,908 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $19,602,908 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $19,602,908 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACLU | |||||||
| 9450SW GEMINI DR - PMB 62825 | BEAVERTON | OR | 97008 | N/A | PC | PROVIDE CLINICAL SCHOLARSHIPS TO PATIENTS WHO WOULD OTHERWISE NOT HAVE ACCESS TO | $50,000 |
| AMERICAN FARMLAND TRUST | |||||||
| 1150 CONNECTICUT AVE NW | WASHINGTON | DC | 20036 | N/A | PC | SUPPORT PROGRAMS AND POLICIES THAT HELP SAVE FARMLAND, FARMERS & THE ENVIRONMENT | $100,000 |
| BRENNAN CENTER FOR JUSTICE | |||||||
| 120 BROADWAY SUITE 1750 | NEW YORK | NY | 10271 | N/A | PC | DEFEND DEMOCRACY, REFORM JUSTICE & PROTECT THE CONSTITUTION | $50,000 |
| AGAPE YOUTH & FAMILY CENTER | |||||||
| 2210 MARIETTA BLVD NW | ATLANTA | GA | 30318 | N/A | PC | SERVE 200 SCHOOL-AGE CHILDREN IN INNOVATIVE, ACADEMIC SUPPORT PROGRAMS, & 40 SENIORS | $35,000 |
| EARTHJUSTICE | |||||||
| 48 WALL ST 19TH FL | NEW YORK | NY | 10005 | N/A | PC | ENVIRONMENTAL LAW PROGRAMS | $100,000 |
| EMORY UNIVERSITY | |||||||
| 1762 CLIFTON RD | ATLANTA | GA | 30322 | N/A | PC | RESEARCH FOR CENTER FOR MATERNAL SUBSTANCE ABUSE | $100,000 |
| FLAMENCO VIVO CARLOTA SANTANA | |||||||
| 4 W 43RD ST 608 | NEW YORK | NY | 10036 | N/A | PC | FLAMENCO DANCE COMPANY | $75,000 |
| GIFFORDS LAW CENTER | |||||||
| PO BOX 51196 | WASHINGTON | DC | 20091 | N/A | PC | PROMOTES GUN SAFETY LEGISLATION | $50,000 |
| LAUREL HOUSE | |||||||
| 1616 WASHINGTON AVE | STAMFORD | CT | 06902 | N/A | PC | RESOURCES TO RECOVER PROGRAM | $260,000 |
| MEALS ON WHEELS ATLANTA | |||||||
| 1705 COMMERCE DR NW | ATLANTA | GA | 30318 | N/A | PC | PROVIDES MEALS AT HOME FOR THOSE THAT CAN NOT PURCHASE OR PREPARE THEIR OWN | $65,000 |
| MELMARK CHARITABLE FOUNDATION | |||||||
| 2600 WAYLAND ROAD | BERWYN | PA | 19312 | N/A | 509(A)(3)- TYPE 1 | SCHOLARSHIP PROGRAM | $505,000 |
| SPOONS ACROSS AMERICA | |||||||
| 630 NINTH AVENUE STE 212 | NEW YORK | NY | 10036 | N/A | PC | EDUCATING CHILDREN, TEACHERS, AND FAMILIES ABOUT THE BENEFITS OF HEALTHY EATING | $75,000 |
| WEST SIDE CAMPAIGN AGAINST HUNGER | |||||||
| 263 W 86TH ST | NEW YORK | NY | 10024 | N/A | PC | ALLEVIATE HUNGER BY ENSURING THAT ALL NEW YORKERS HAVE ACCESS WITH DIGNITY TO A CHOICE OF HEALTHY FOOD | $50,000 |
| BLUEGRASS LAND CONSERVANCY | |||||||
| 450 OLD VINE STREET SUITE 105 | LEXINGTON | KY | 40507 | N/A | PC | PRESERVING KENTUCKY'S BLUEGRASS REGION FOREVER. | $30,000 |
| GOOD SHEPHERD EPISCOPAL CHURCH | |||||||
| 533 EAST MAIN STREET AT BELL COURT | LEXINGTON | KY | 40508 | N/A | PC | PROVIDES AN OPPORTUNITY TO ENGAGE IN FELLOWSHIP, EXPLORE YOUR FAITH, & CONNECT WITH G-D AND OTHERS | $20,000 |
| UK KENTUCKY CHILDREN'S HOSPITAL | |||||||
| PO BOX 34184 | LEXINGTON | KY | 40588 | N/A | PC | SUPPORT THE KENTUCKY CHILDREN'S HOSPITAL ACTIVITIES & ART IN THE NEW PATIENT HEALTH UNIT. | $250,000 |
| CHRIS 180 | |||||||
| 1030 FAYETTEVILLE RD SE | ATLANTA | GA | 30316 | N/A | PC | PROVIDES A WIDE RANGE OF THERAPIES & COUNSELING SPECIALTIES | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,915,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,073,910 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $601 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,073,926 | ExclusionAmt |
| Related Or Exempt Function Incm | $601 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,074,527 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | THESE REPRESENT INTEREST & DIVIDEND INCOME FROM ASSETS OF THE FOUNDATN |
| 4 | THESE REPRESENT INTEREST & DIVIDEND INCOME FROM ASSETS OF THE FOUNDATN |
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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| ANNE R KENAN | ||||||
| 1 | 320 EAST 72ND ST APT 5C | NEW YORK | NY | 100214769 | $748,059 | Yes (X) |
| BRUTUS C KENAN | ||||||
| 2 | 320 EAST 72ND ST APT 5C | NEW YORK | NY | 100214769 | $748,059 | Yes (X) |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (30 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M CO - 8,333 SHRS | $593,965 | $910,964 |
| ADTALEM GLOBAL ED (DEVRY) INC - 1,666 SH | $33,199 | $98,211 |
| ALCON AG COM (ALC) | $59,710 | $156,240 |
| ALTRIA GROUP INC - 7,733 SH | $2,081 | $311,949 |
| AMERICAN EXPRESS COM - 8,750 SH | $106,474 | $1,639,225 |
| BERKSHIRE HATHAWAY CL A - 11 SH | $149,088 | $5,968,875 |
| BERKSHIRE HATHAWAY CL B - 10,8000 SH | $246,046 | $3,851,928 |
| CENOVUS ENERGY INC - 6,840 SH | $39,105 | $113,886 |
| COCA-COLA COM - 30,092 SH | $11,886 | $1,773,322 |
| ENBRIDGE INC (SPECTRA) - 22,960 SH | $574,023 | $827,019 |
| ILLINOIS TOOL WKS INC - 3,333 SH | $132,988 | $873,046 |
| INTUIT - 5,000 SH | $72,947 | $3,125,150 |
| JOHNSON & JOHNSON COM - 18,180 SH | $1,094,517 | $2,849,533 |
| KRAFT HEINZ INC - 11,111 SH | $257,871 | $410,885 |
| MCCORMICK & CO - 2,000 SH | $30,950 | $136,840 |
| MICROSOFT - 25,000 SH | $494,263 | $9,401,000 |
| MONDELEZ INTL INC - 33,333 SHS | $503,830 | $2,414,309 |
| NORDSON CORP - 16,667 SH | $246,125 | $4,402,755 |
| NORTHERN TR CORP COM - 13,333 SH | $127,764 | $1,125,039 |
| NOVARTIS AG - 10,000 SH | $409,202 | $1,009,700 |
| PHILIP MORRIS - 7,733 SH | $4,782 | $727,521 |
| PRICE T ROWE GROUP - 3,334 SH | $110,078 | $359,038 |
| PROCTER & GAMBLE - 17,000 SH | $238,045 | $2,491,180 |
| SANOFI - 19,333 SH | $657,669 | $961,430 |
| UNILEVER NV - 3,334 SH | $107,820 | $161,632 |
| W P CAREY INC - 6,667 SH | $170,012 | $432,088 |
| WELLS FARGO & CO - 13,333 SH | $181,834 | $656,250 |
| WILLIAMS CO - 26,666 SH | $359,994 | $928,777 |
| NET LEASE OFFICE PPTYS - 444 SHRS | $0 | $8,205 |
| SANDOZ GROUP AG - 2000 SHRS | $22,571 | $64,020 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED APPRECIATION | Desc |
| BOY Book Value | $2,929,753 | BOYBookValueAmt |
| EOY Book Value | $2,938,978 | EOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADR FEES | Desc |
| Revenue And Expenses Per Books | $580 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $580 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Revenue And Expenses Per Books | $601 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $601 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $601 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES- NORTHERN TRUST | CategoryTxt |
| Amt | $22,089 | Amt |
| Net Investment Income | $22,089 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| BRUTUS C KENAN | |||
| 320 EAST 72ND ST APT 5C | NEW YORK | NY | 10021 |
| ANNE R KENAN | |||
| 320 EAST 72ND ST APT 5C | NEW YORK | NY | 10021 |
| JAMES KENAN | |||
| PO BOX 22828 | LEXINGTON | KY | 40522 |
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