KENYON FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
KENYON FAMILY FOUNDATION (EIN 20-6748048)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-09
IRS object ID
202311299349104916
Schema version
2022v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-05-09T14:33:18-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN364382562PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1UHY ADVISORS NE LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16 EXECUTIVE DRIVE SUITE 111AddressLine1Txt
CityFARMINGTONCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06032ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN206748048EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE KENYON FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKENYBusinessNameControlTxt
Phone8604909873PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line180 OTTER ISLAND ROADAddressLine1Txt
CityKIAWAH ISLANDCityNm
State AbbreviationSCStateAbbreviationCd
ZIP29455ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRUCE D KENYONPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8604909873PhoneNum
Signature2023-05-03SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstBRUCEPersonFirstNm
Person LastKENYONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT LICKWARPreparerPersonNm
PTINP00007208PTIN
Phone8606769020PhoneNum
Preparation2023-05-03PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$297,997FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$34,818ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1,784InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,784InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$11,543DividendsRevAndExpnssAmt
Dividends Net Invst Incm$11,543DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$11,045NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$18,836GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$11,045CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$463OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$463OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$59,653TotalRevAndExpnssAmt
Total Net Invst Incm$24,835TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,000AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Tot Opr Expenses Rev And Expnss$1,000TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,000TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$14,604ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$14,604ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$15,604TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,000TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$14,604TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$44,049ExcessRevenueOverExpensesAmt
Net Investment Income$23,835NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$94,295CashBOYAmt
Cash EOY$20,974CashEOYAmt
Cash EOYFMV$20,974CashEOYFMVAmt
Corporate Stock BOY$234,965CorporateStockBOYAmt
Corporate Stock EOY$345,414CorporateStockEOYAmt
Corporate Stock EOYFMV$266,194CorporateStockEOYFMVAmt
Other Investments BOY$0OtherInvestmentsBOYAmt
Other Investments EOY$9,982OtherInvestmentsEOYAmt
Other Investments EOYFMV$9,627OtherInvestmentsEOYFMVAmt
Other Assets BOY$380OtherAssetsBOYAmt
Other Assets EOY$1,202OtherAssetsEOYAmt
Other Assets EOYFMV$1,202OtherAssetsEOYFMVAmt
Total Assets BOY$329,640TotalAssetsBOYAmt
Total Assets EOY$377,572TotalAssetsEOYAmt
Total Assets EOYFMV$297,997TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$329,640CapitalStockBOYAmt
Capital Stock EOY$377,572CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$329,640TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$377,572TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$329,640TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$377,572TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$329,640TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$44,049ExcessRevenueOverExpensesAmt
Other Increases$3,883OtherIncreasesAmt
Subtotal$377,572SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$377,572TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
678 SHARES BRT APARTMENTS CORPP2020-08-182022-01-11$14,184$7,791$6,393$6,393
CAPITAL GAINS DIVIDENDSP$4,652$4,652$4,652
FieldValueIRS element (for citing)
Capital Gain Net Income$11,045CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$331InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$331SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$331TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$681EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$681TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$350OverpaymentAmt
Applied To ES Tax$350AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1BRUCE D KENYONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8604909873PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line180 OTTER ISLAND ROADAddressLine1Txt
CityKIAWAH ISLANDCityNm
State AbbreviationSCStateAbbreviationCd
ZIP29455ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
BRUCE D KENYON
80 OTTER ISLAND ROADKIAWAH ISLANDSC29455TRUSTEE2.00$0$0$0
BARBARA R KENYON
80 OTTER ISLAND ROADKIAWAH ISLANDSC29455TRUSTEE2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$253,482AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$36,998AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$290,480TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$290,480AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,357CashDeemedCharitableAmt
Net Vl Noncharitable Assets$286,123NetVlNoncharitableAssetsAmt
Minimum Investment Return$14,306MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$14,306MinimumInvestmentReturnAmt
Tax Based On Investment Income$331TaxBasedOnInvestmentIncomeAmt
Total Tax$331TotalTaxAmt
Distributable Before Adj$13,975DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$13,975DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$13,975DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$14,604ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$14,604QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$13,975DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$615ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$615TotalExcessDistributionCyovAmt
Qualifying Distributions$14,604QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$13,975AppliedToCurrentYearAmt
Remaining Distri From Corpus$629RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,244TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,244ExcessDistriCyovToNextYrAmt
Excess From Year1$615ExcessFromYear1Amt
Excess From Current Year$629ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerBRUCE D KENYONContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CHILDREN OF GRACE
PO BOX 2394DANVILLECA94526NONEEXEMPT ORGANIZATIONRELIGIOUS AND HUMANITARIAN$504
GLOBAL FUND FOR CHILDREN
1411 K STREET NW SUITE 1200WASHINGTONDC20005NONEEXEMPT ORGANIZATIONNONPROFIT ORGANIZATION TO BENEFIT VULNERABLE CHILDREN.$1,250
PLANNED PARENTHOOD
PO BOX 97166WASHINGTONDC200907166NONEEXEMPT ORGANIZATIONRELIGIOUS AND HUMANITARIAN$2,250
PROVIDENCE UNITED METHODIST CHURCH
2810 PROVIDENCE ROADCHARLOTTENC28211NONEEXEMPT ORGANIZATIONRELIGIOUS AND HUMANITARIAN$100
RAICES
1305 N FLORES STREETSAN ANTONIOTX78212NONEEXEMPT ORGANIZATIONRELIGIOUS AND HUMANITARIAN$1,250
SECOND HARVEST FOOD BANK
500-B SPRATT STREETCHARLOTTENC28206NONEEXEMPT ORGANIZATIONRELIGIOUS AND HUMANITARIAN$300
SHELTERBOX
8374 MARKET STREETLAKEWOOD RANCHFL34202NONEEXEMPT ORGANIZATIONRELIGIOUS AND HUMANITARIAN$1,000
SUSTAINED ACTS
640 WOODBROOK DRIVEAMBLERPA19002NONEEXEMPT ORGANIZATIONRELIGIOUS AND HUMANITARIAN$700
THE CROSBY FUND FOR HAITIAN EDUCATION
PO BOX 953OLD LYMECT06371NONEEXEMPT ORGANIZATIONEDUCATION PROGRAM$1,000
TURNING POINT OF LEHEIGH VALLEY
444 E SUSQUEHANNA STALLENTOWNPA18103NONEEXEMPT ORGANIZATIONRELIGIOUS AND HUMANITARIAN$1,000
WATER FOR PEOPLE
6666 W QUINCY AVEDENVERCO80235NONEEXEMPT ORGANIZATIONRELIGIOUS AND HUMANITARIAN$1,000
WOMEN FOR WOMEN
PO BOX 9224CENTRAL ISLIPNY117229224NONEEXEMPT ORGANIZATIONRELIGIOUS AND HUMANITARIAN$1,000
ZOE
700 WATERFIELD RIDGE PLACEGARNERNC27529NONEEXEMPT ORGANIZATIONRELIGIOUS AND HUMANITARIAN$1,250
INTERNATIONAL RESCUE COMMITTE
122 EAST 42ND STREETNEW YORKNY101681289NONEEXEMPT ORGANIZATIONRELIGIOUS AND HUMANITARIAN$1,000
MEDSHARE
3240 CLIFTON SPRINGS ROADDECATURGA30034NONEEXEMPT ORGANIZATIONRELIGIOUS AND HUMANITARIAN$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$14,604TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,784ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11,543ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$463ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$11,045ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$24,835ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$24,835TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (4 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
BRUCE D KENYON
180 OTTER ISLAND ROADKIAWAH ISLANDSC29455$8,750Yes (X)
BRUCE D KENYON
280 OTTER ISLAND ROADKIAWAH ISLANDSC29455$8,740Yes (X)
BRUCE D KENYON
380 OTTER ISLAND ROADKIAWAH ISLANDSC29455$8,578Yes (X)
BRUCE D KENYON
480 OTTER ISLAND ROADKIAWAH ISLANDSC29455$8,750Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
2210 SHARES VANGUARD WINDSOR II INVESTOR FUND$8,7402022-12-02
3644 SHARES BLACKROCK ENERGY AND RESOURCES TRUST$8,5782022-06-15

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$1,000Amt
Net Investment Income$1,000NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCOMMON STOCKS & MUTUAL FUNDSStockNm
EOY Book Value$345,414EOYBookValueAmt
EOYFMV$266,194EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
SCHEDULE K-1 STEEL PARTNERS HOLDINGS, L.P. - 6% SERIES A PREFERREDAT COST$4,999$4,824
SCHEDULE K-1 GLOBAL PARTNERS LP - SERIES B PREFERREDAT COST$4,983$4,803

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDIVIDENDS RECEIVABLE FROM MUTUAL FUNDSDesc
BOY Book Value$380BOYBookValueAmt
EOY Book Value$1,202EOYBookValueAmt
EOYFMV$1,202EOYFMVAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
SCHEDULE K-1 STEEL PARTNERS HOLDINGS, L.P. - 6% SERIES A PREFERRED$237$237$237
SCHEDULE K-1 GLOBAL PARTNERS LP - SERIES B PREFERRED$226$226$226

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
NONDIVIDEND DISTRIBUTIONS$3,421
LIMITED PARTNERSHIP DISTRIBUTIONS$462

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