KENYON FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- KENYON FAMILY FOUNDATION (EIN 20-6748048)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-02
- IRS object ID
- 202422769349100907
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-02T14:48:04-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 364382562 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UHY ADVISORS NE LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 EXECUTIVE DRIVE SUITE 111 | AddressLine1Txt |
| City | FARMINGTON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06032 | 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 | 206748048 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KENYON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KENY | BusinessNameControlTxt |
| Phone | 8604909873 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 OTTER ISLAND ROAD | AddressLine1Txt |
| City | KIAWAH ISLAND | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29455 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRUCE D KENYON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8604909873 | PhoneNum |
| Signature | 2024-09-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT LICKWAR | PreparerPersonNm |
| PTIN | P00007208 | PTIN |
| Phone | 8606769020 | PhoneNum |
| Preparation | 2024-09-25 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $350,466 | 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 | $36,526 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $765 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $765 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $8,937 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,937 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $268 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $323,674 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $268 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $113 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $113 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $46,609 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,083 | 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 |
| Accounting Fees Rev And Expnss | $1,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,100 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,228 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,228 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $120 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $120 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,448 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,448 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $16,004 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $16,004 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $19,452 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,448 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $16,004 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $27,157 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,635 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $20,974 | CashBOYAmt |
| Cash EOY | $40,454 | CashEOYAmt |
| Cash EOYFMV | $40,454 | CashEOYFMVAmt |
| Corporate Stock BOY | $345,414 | CorporateStockBOYAmt |
| Corporate Stock EOY | $293,883 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $309,970 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $9,982 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,202 | OtherAssetsBOYAmt |
| Other Assets EOY | $42 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $42 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $377,572 | TotalAssetsBOYAmt |
| Total Assets EOY | $334,379 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $350,466 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $377,572 | CapitalStockBOYAmt |
| Capital Stock EOY | $334,379 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $377,572 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $334,379 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $377,572 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $334,379 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $377,572 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $27,157 | ExcessRevenueOverExpensesAmt |
| Other Increases | $226 | OtherIncreasesAmt |
| Subtotal | $404,955 | SubtotalAmt |
| Other Decreases | $70,576 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $334,379 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (45 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 35.793 SHARES FIDELITY ADVISOR E,ERG MKTS (2894) | P | 2023-02-08 | 2023-06-14 | $1,024 | $1,023 | $1 | $1 |
| 45 SHARES FIDELITY ENHAHNCED LARGE CAP VALUE (2894) | P | 2023-02-08 | 2023-12-13 | $1,164 | $1,168 | -$4 | -$4 |
| 62.883 SHARES FIDELITY INVESMENT GRADE (2894) | P | 2023-02-08 | 2023-03-21 | $452 | $456 | -$4 | -$4 |
| 77.697 SHARES FIDELITY LARGE CAP STOCK (2894) | P | 2023-02-08 | 2023-06-14 | $3,243 | $3,176 | $67 | $67 |
| 232.638 SHARES FIDELITY MAGELLAN (2894) | P | 2023-02-08 | 2023-09-13 | $2,581 | $2,692 | -$111 | -$111 |
| 99.233 SHARES FIDELITY SAI LOW DURATION INCOME (2894) | P | 2023-06-14 | 2023-09-13 | $989 | $988 | $1 | $1 |
| 660.956 SHARES FIDELITY TOTAL BOND (2894) | P | 2023-02-08 | 2023-09-13 | $6,120 | $6,339 | -$219 | -$219 |
| 15.925 SHARES FIDELITY VALUE DISCOVERY (2894) | P | 2023-02-08 | 2023-09-13 | $544 | $568 | -$24 | -$24 |
| 33 SHARES CORE S&P SMALL-CAP (2894) | P | 2023-02-08 | 2023-12-13 | $3,311 | $3,471 | -$160 | -$160 |
| 30 SHARES TR MSCI INTLVLU (2894) | P | 2023-02-08 | 2023-06-14 | $769 | $746 | $23 | $23 |
| 407 SHARES APOLLO COMMERCIAL REAL ESTATE FINANCE (5001) | P | 2022-08-22 | 2023-02-02 | $5,112 | $4,988 | $124 | $124 |
| 427 SHARES EAGLE POINT CREDIT COMPANY (5001) | P | 2022-08-22 | 2023-08-02 | $4,683 | $4,994 | -$311 | -$311 |
| 230 SHARES ETFIS SER TR I VIRTUS (5001) | P | 2022-07-27 | 2023-02-02 | $4,984 | $4,979 | $5 | $5 |
| 786 SHARES OXFORD LANE CAPITAL (5001) | P | 2022-07-27 | 2023-02-02 | $4,804 | $4,998 | -$194 | -$194 |
| 13.878 SHARES VANGAURD WINDSOR II INVESTOR (5001) | P | 2022-07-27 | 2023-02-02 | $563 | $511 | $52 | $52 |
| 204 SHARES RESIDENTIAL REIT (5001) | P | 2022-03-31 | 2023-02-02 | $4,479 | $4,728 | -$249 | -$249 |
| 197 SHARES CHERRY HILL MTG INVT CORP (5001) | P | 2022-03-31 | 2023-02-02 | $4,538 | $4,981 | -$443 | -$443 |
| 192 SHARES ENSTAR GROUP LIMITED 7.0% (5001) | P | 2022-03-31 | 2023-02-03 | $4,668 | $5,001 | -$333 | -$333 |
| 190 SHARES GLOBAL PARTNERS LP 9.5 RED PFD (5001) | P | 2022-05-25 | 2023-02-03 | $4,803 | $4,983 | -$180 | -$180 |
| 220 SHARES HERSHA HOSPITALITY TR (5001) | P | 2022-03-31 | 2023-02-02 | $4,635 | $4,997 | -$362 | -$362 |
| 200 SHARES MODIV INC (5001) | P | 2022-03-31 | 2023-02-02 | $4,335 | $4,998 | -$663 | -$663 |
| 220 SHARES SCE TR II PFD SEC 5.1% (5001) | P | 2022-03-31 | 2023-02-02 | $4,752 | $4,990 | -$238 | -$238 |
| 210 SHARES STEEL PARTNERS HLDGS P PFD SER A (5001) | P | 2022-03-31 | 2023-02-02 | $4,880 | $4,998 | -$118 | -$118 |
| 190 SHARES XOMA CORP DEL DP PFD 8.375% (5001) | P | 2022-03-31 | 2023-02-03 | $4,722 | $4,622 | $100 | $100 |
| 3118 SHARES ABRDN GLOBAL PREMIER PROPERTIES (5001) | P | 2020-08-18 | 2023-02-02 | $14,168 | $14,012 | $156 | $156 |
| 644 SHARES BLACKROCK ENERGY ANDRESOURCES TRUST (5001) | P | 2020-06-18 | 2023-02-02 | $8,238 | $5,588 | $2,650 | $2,650 |
| 318 SHARES CALAMOS DYNAMIC (5001) | P | 2021-03-29 | 2023-02-02 | $7,532 | $10,003 | -$2,471 | -$2,471 |
| 1858 SHARES COHEN & STEERS QUALITY INCOM (5001) | P | 2021-03-29 | 2023-02-02 | $25,968 | $22,966 | $3,002 | $3,002 |
| 417 SHARES ETFIS SER TR I VIRTUS (5001) | P | 2021-03-29 | 2023-02-02 | $9,036 | $9,970 | -$934 | -$934 |
| 227 SHARES MEDICAL PROPERTIES TRUST INC (5001) | P | 2021-02-08 | 2023-02-02 | $2,932 | $4,953 | -$2,021 | -$2,021 |
| 12 SHARES ORION OFFICE REIT INC (5001) | P | 2021-11-15 | 2023-02-02 | $116 | $243 | -$127 | -$127 |
| 315 SHARES PIMCO CORPORATE & INCOME OPP (5001) | P | 2020-07-08 | 2023-02-02 | $4,494 | $4,911 | -$417 | -$417 |
| 427 SHARES PIMCO DYNAMIC INCOME FD (5001) | P | 2020-09-01 | 2023-02-02 | $9,004 | $9,645 | -$641 | -$641 |
| 126 SHARES REALTY INCOME CORP (5001) | P | 2020-08-28 | 2023-02-02 | $8,531 | $7,555 | $976 | $976 |
| 418 SHARES RLJ LODGING TR (5001) | P | 2020-03-10 | 2023-02-02 | $10,512 | $8,556 | $1,956 | $1,956 |
| 1076 SHARES TEKLA HEALTHCARE INVESTORS (5001) | P | 2017-08-03 | 2023-02-02 | $20,406 | $25,960 | -$5,554 | -$5,554 |
| 1627 SHARES VANECK ETF TR (5001) | P | 2017-09-18 | 2023-02-02 | $25,348 | $29,641 | -$4,293 | -$4,293 |
| 74 SHARES WP CAREY INC (5001) | P | 2021-02-08 | 2023-02-02 | $6,234 | $4,964 | $1,270 | $1,270 |
| 1081 SHARES XAI OCTAGON FLOATINGRATE (5001) | P | 2021-06-14 | 2023-02-02 | $7,535 | $9,785 | -$2,250 | -$2,250 |
| 582 SHARES BABCOCK AND WILCOX ENTERPRISES INC (5001) | P | 2022-01-24 | 2023-02-02 | $14,571 | $14,902 | -$331 | -$331 |
| 591 SHARES ENTERGY LA LLC COLLATERAL (5001) | P | 2022-01-24 | 2023-02-02 | $13,882 | $14,994 | -$1,112 | -$1,112 |
| 400 SHARES THE NECESSITY RETAIL REIT INC 7.375% (5001) | P | 2020-12-28 | 2023-02-02 | $9,284 | $9,148 | $136 | $136 |
| 653 SHARES VANGUARD WINDSOR II INVESTOR (5001) | P | 2007-09-25 | 2023-11-17 | $27,040 | $16,346 | $10,694 | $10,694 |
| XOMA CORP DEL PFD 8.375% (5001) | P | 2022-01-24 | 2023-02-03 | $14,366 | $13,869 | $497 | $497 |
| CAPITAL GAINS DIVIDENDS | P | $2,322 | $2,322 | $2,322 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $268 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $92 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $92 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $92 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $350 | 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 | $350 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $258 | OverpaymentAmt |
| Applied To ES Tax | $258 | 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 | CT | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRUCE D KENYON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8604909873 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 OTTER ISLAND ROAD | AddressLine1Txt |
| City | KIAWAH ISLAND | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29455 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| BRUCE D KENYON | ||||||||
| 80 OTTER ISLAND ROAD | KIAWAH ISLAND | SC | 29455 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| BARBARA R KENYON | ||||||||
| 80 OTTER ISLAND ROAD | KIAWAH ISLAND | SC | 29455 | TRUSTEE | 2.00 | $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 | $290,429 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $26,283 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $316,712 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $316,712 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,751 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $311,961 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $15,598 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $15,598 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $92 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $92 | TotalTaxAmt |
| Distributable Before Adj | $15,506 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $15,506 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $15,506 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $16,004 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $16,004 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $15,506 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $615 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $629 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,244 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $16,004 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $15,506 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $498 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,742 | 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 | $1,742 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $615 | ExcessFromYear2Amt |
| Excess From Year1 | $629 | ExcessFromYear1Amt |
| Excess From Current Year | $498 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BRUCE D KENYON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHILDREN OF GRACE | |||||||
| PO BOX 2394 | DANVILLE | CA | 94526 | NONE | EXEMPT ORGANIZATION | RELIGIOUS AND HUMANITARIAN | $504 |
| GLOBAL FUND FOR CHILDREN | |||||||
| 1411 K STREET NW SUITE 1200 | WASHINGTON | DC | 20005 | NONE | EXEMPT ORGANIZATION | NONPROFIT ORGANIZATION TO BENEFIT VULNERABLE CHILDREN. | $1,250 |
| INTERNATIONAL RESCUE COMMITTE | |||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 101681289 | NONE | EXEMPT ORGANIZATION | RELIGIOUS AND HUMANITARIAN | $1,000 |
| MEDSHARE | |||||||
| 3240 CLIFTON SPRINGS ROAD | DECATUR | GA | 30034 | NONE | EXEMPT ORGANIZATION | RELIGIOUS AND HUMANITARIAN | $2,000 |
| PLANNED PARENTHOOD | |||||||
| PO BOX 97166 | WASHINGTON | DC | 200907166 | NONE | EXEMPT ORGANIZATION | RELIGIOUS AND HUMANITARIAN | $3,250 |
| RAICES | |||||||
| 1305 N FLORES STREET | SAN ANTONIO | TX | 78212 | NONE | EXEMPT ORGANIZATION | RELIGIOUS AND HUMANITARIAN | $1,250 |
| SECOND HARVEST FOOD BANK | |||||||
| 500-B SPRATT STREET | CHARLOTTE | NC | 28206 | NONE | EXEMPT ORGANIZATION | RELIGIOUS AND HUMANITARIAN | $300 |
| SHELTERBOX | |||||||
| 8374 MARKET STREET | LAKEWOOD RANCH | FL | 34202 | NONE | EXEMPT ORGANIZATION | RELIGIOUS AND HUMANITARIAN | $1,000 |
| SUSTAINED ACTS | |||||||
| 640 WOODBROOK DRIVE | AMBLER | PA | 19002 | NONE | EXEMPT ORGANIZATION | RELIGIOUS AND HUMANITARIAN | $700 |
| THE CROSBY FUND FOR HAITIAN EDUCATION | |||||||
| PO BOX 953 | OLD LYME | CT | 06371 | NONE | EXEMPT ORGANIZATION | EDUCATION PROGRAM | $500 |
| WATER FOR PEOPLE | |||||||
| 6666 W QUINCY AVE | DENVER | CO | 80235 | NONE | EXEMPT ORGANIZATION | RELIGIOUS AND HUMANITARIAN | $1,000 |
| WOMEN FOR WOMEN | |||||||
| PO BOX 9224 | CENTRAL ISLIP | NY | 117229224 | NONE | EXEMPT ORGANIZATION | RELIGIOUS AND HUMANITARIAN | $1,000 |
| ZOE | |||||||
| 700 WATERFIELD RIDGE PLACE | GARNER | NC | 27529 | NONE | EXEMPT ORGANIZATION | RELIGIOUS AND HUMANITARIAN | $1,250 |
| TRANSGENDER LAW CENTER | |||||||
| PO BOX 741803 | LOS ANGELES | CA | 900741803 | NONE | EXEMPT ORGANIZATION | GENERAL SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $16,004 | 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 | $765 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,937 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $113 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $268 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $10,083 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,083 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| BRUCE D KENYON | |||||||
| 1 | 80 OTTER ISLAND ROAD | KIAWAH ISLAND | SC | 29455 | $9,000 | Yes (X) | |
| BRUCE D KENYON | |||||||
| 2 | 80 OTTER ISLAND ROAD | KIAWAH ISLAND | SC | 29455 | $18,526 | Yes (X) | |
| BRUCE D KENYON | |||||||
| 3 | 80 OTTER ISLAND ROAD | KIAWAH ISLAND | SC | 29455 | $9,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | 443 SHARES VANGUARD WINDSOR II INVESTOR FUND | NoncashPropertyDesc |
| Fair Market Value | $18,526 | FairMarketValueAmt |
| Received | 2023-11-17 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $1,100 | Amt |
| Net Investment Income | $1,100 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCKS & MUTUAL FUNDS | StockNm |
| EOY Book Value | $293,883 | EOYBookValueAmt |
| EOYFMV | $309,970 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE FROM MUTUAL FUNDS | Desc |
| BOY Book Value | $1,202 | BOYBookValueAmt |
| EOY Book Value | $42 | EOYBookValueAmt |
| EOYFMV | $42 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT TO CORRECT COST BASIS PER BOOKS | Desc |
| Amt | $70,576 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SCHEDULE K-1 GLOBAL PARTNERS LP - SERIES B PREFERRED | Desc |
| Revenue And Expenses Per Books | $113 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $113 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $113 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| LIMITED PARTNERSHIP GUARANTEED PAYMENTS | $113 |
| LIMITED PARTNERSHIP DISTRIBUTIONS | $113 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $2,228 | Amt |
| Net Investment Income | $2,228 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $120 | Amt |
| Net Investment Income | $120 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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