KEENY FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- KEENY FAMILY FOUNDATION INC (EIN 47-1070050)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-06-26
- IRS object ID
- 202401789349101215
- Schema version
- 2023v5.1
- 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
- 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 | 2024-06-26T15:00:54-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | 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 | 2023-01-01 | 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 | 2024-06-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN | PersonFirstNm |
| Person Last | KEENY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 |
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 | $1,028,598 | 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 | $50,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $11,905 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,905 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $214,608 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $446,451 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $214,608 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $400 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $276,913 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $226,513 | 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 | $464 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $116 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $348 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,630 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,158 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,472 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $879 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $879 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,063 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,028 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,036 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,181 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,820 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $345,436 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $345,436 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $355,472 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,181 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $349,256 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$78,559 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $220,332 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $49,087 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $36,028 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $36,028 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $504,956 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $439,456 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $992,570 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $554,043 | TotalAssetsBOYAmt |
| Total Assets EOY | $475,484 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,028,598 | 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 | $554,043 | RetainedEarningBOYAmt |
| Retained Earning EOY | $475,484 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $554,043 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $475,484 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $554,043 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $475,484 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $554,043 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$78,559 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $475,484 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $475,484 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (34 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 | 2023-09-13 | $13,731 | $2,853 | $10,878 | $10,878 |
| ADOBE INC | P | 2017-04-06 | 2023-09-13 | $5,492 | $1,293 | $4,199 | $4,199 |
| ADOBE INC | P | 2017-02-06 | 2023-12-04 | $21,091 | $3,994 | $17,097 | $17,097 |
| AMERN TOWER CORP | P | 2023-06-02 | 2023-12-04 | $10,421 | $9,503 | $918 | $918 |
| AMAZON.COM | P | 2023-01-04 | 2023-12-04 | $5,046 | $3,001 | $2,045 | $2,045 |
| AON PLC A | P | 2011-09-22 | 2023-01-04 | $19,700 | $2,665 | $17,035 | $17,035 |
| AON PLC A | P | 2011-09-22 | 2023-05-12 | $37,031 | $4,511 | $32,520 | $32,520 |
| ATRION CORP | P | 2010-02-16 | 2023-01-17 | $16,431 | $3,464 | $12,967 | $12,967 |
| ATRION CORP | P | 2010-07-01 | 2023-12-04 | $23,221 | $10,055 | $13,166 | $13,166 |
| ESTEE LAUDER CO | P | 2022-11-07 | 2023-06-12 | $24,025 | $27,608 | -$3,583 | -$3,583 |
| EXTRA SPACE STORAGE | P | 2023-05-18 | 2023-10-05 | $23,123 | $29,885 | -$6,762 | -$6,762 |
| ALPHABET INC | P | 2023-01-04 | 2023-12-04 | $4,554 | $3,083 | $1,471 | $1,471 |
| HEICO CORP | P | 2018-05-30 | 2023-01-12 | $12,666 | $5,988 | $6,678 | $6,678 |
| HEICO CORP | P | 2018-05-30 | 2023-01-17 | $6,473 | $2,994 | $3,479 | $3,479 |
| HEICO CORP | P | 2018-05-30 | 2023-03-06 | $20,639 | $7,398 | $13,241 | $13,241 |
| HEICO CORP | P | 2017-12-08 | 2023-12-04 | $4,999 | $1,677 | $3,322 | $3,322 |
| ISHARES CORE S&P 500 | P | 2022-11-04 | 2023-01-03 | $38,258 | $37,886 | $372 | $372 |
| MASTERCARD INC | P | 2014-03-27 | 2023-09-13 | $10,398 | $1,814 | $8,584 | $8,584 |
| MASTERCARD INC | P | 2014-03-27 | 2023-12-04 | $10,215 | $1,814 | $8,401 | $8,401 |
| MOODYS CORP | P | 1928-11-16 | 2023-01-17 | $7,876 | $3,669 | $4,207 | $4,207 |
| MOODYS CORP | P | 2018-12-04 | 2023-01-17 | $7,876 | $3,859 | $4,017 | $4,017 |
| MOODYS CORP | P | 2018-11-16 | 2023-12-04 | $11,182 | $4,403 | $6,779 | $6,779 |
| ROPER TECHNOLOGIES | P | 2018-10-30 | 2023-01-17 | $11,187 | $6,986 | $4,201 | $4,201 |
| ROPER TECHNOLOGIES | P | 2018-10-30 | 2023-12-04 | $21,436 | $11,178 | $10,258 | $10,258 |
| S&P GLOBAL INC | P | 2022-02-09 | 2023-12-04 | $6,365 | $6,105 | $260 | $260 |
| TYLER TECHNOLOGIES | P | 2017-02-23 | 2023-12-04 | $16,505 | $6,183 | $10,322 | $10,322 |
| VISA INC | P | 2019-01-31 | 2023-01-13 | $5,538 | $3,364 | $2,174 | $2,174 |
| VISA INC | P | 2021-12-06 | 2023-01-13 | $7,753 | $7,043 | $710 | $710 |
| VISA INC | P | 2017-06-23 | 2023-09-13 | $6,199 | $2,362 | $3,837 | $3,837 |
| VISA INC | P | 2019-01-31 | 2023-09-13 | $6,199 | $3,364 | $2,835 | $2,835 |
| VISA INC | P | 2017-06-23 | 1931-12-04 | $12,778 | $4,723 | $8,055 | $8,055 |
| WATSCO INC | P | 2012-03-01 | 2023-01-17 | $6,901 | $1,797 | $5,104 | $5,104 |
| WATSCO INC | P | 2012-03-01 | 2023-12-04 | $5,903 | $1,078 | $4,825 | $4,825 |
| WEST PHARM SRVC INC | P | 2020-10-22 | 2023-12-04 | $5,239 | $4,243 | $996 | $996 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $214,608 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,063 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,063 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,063 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $51 | EsPenaltyAmt |
| Tax Due | $3,114 | 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 | 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 | $1,067,692 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,194 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,079,886 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,079,886 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,198 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,063,688 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $53,184 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $53,184 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,063 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,063 | TotalTaxAmt |
| Distributable Before Adj | $50,121 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $50,121 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $50,121 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $349,256 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $349,256 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $50,121 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $95,004 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $142,708 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $79,782 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $109,142 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $121,185 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $547,821 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $349,256 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $50,121 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $299,135 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $846,956 | 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 | $95,004 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $751,952 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $142,708 | ExcessFromYear4Amt |
| Excess From Year3 | $79,782 | ExcessFromYear3Amt |
| Excess From Year2 | $109,142 | ExcessFromYear2Amt |
| Excess From Year1 | $121,185 | ExcessFromYear1Amt |
| Excess From Current Year | $299,135 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (7 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 |
| CALVERY FELLOWSHIP CHURCH | |||||||
| 95 W DEVON DR | DOWNINGTOWN | PA | 19335 | NONE | PC | GENERAL SUPPORT | $220,000 |
| CRU FOUNDATION | |||||||
| 100 LAKE HART DRIVE | ORLANDO | FL | 32832 | NONE | PC | GENERAL SUPPORT | $6,000 |
| GLOBAL TRAINING NETWORK | |||||||
| 7558 W THUNDERBIRD RD | PEORIA | AZ | 85381 | NONE | PC | GENERAL SUPPORT | $62,001 |
| TEACH BEYOND | |||||||
| PO BOX 610 | DOWNERS GROVE | IL | 60515 | NONE | PC | GENERAL SUPPORT | $5,000 |
| NEW CHURCH INITIATIVES | |||||||
| 4771 SWEETWATER BLVD 334 | SUGAR LAND | TX | 77479 | NONE | PC | GENERAL SUPPORT | $10,000 |
| MISSION ENABLERS INTERNATIONAL | |||||||
| PO BOX 2127 | BENTONVILLE | AR | 72712 | NONE | PC | GENERAL SUPPORT | $12,435 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $345,436 | 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 | $11,905 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $214,608 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $400 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $226,913 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $226,913 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $4,630 | Amt |
| Net Investment Income | $1,158 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,472 | 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 | $439,456 | BookValueAmt |
| EOYFMV | $992,570 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $464 | LegalFeesAmt |
| Net Investment Income | $116 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $348 | 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 | $4,028 | $4,028 | $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 | $400 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $400 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $879 | Amt |
| Net Investment Income | $879 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments