KENYON FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
KENYON FAMILY FOUNDATION (EIN 20-6748048)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-03
IRS object ID
202231239349101858
Schema version
2021v4.2
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)
Return2022-05-03T13:37:00-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

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 Begin2021-01-01TaxPeriodBeginDt

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
Phone8432430431PhoneNum

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
Phone8432430431PhoneNum
Signature2022-04-26SignatureDt
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

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT LICKWARPreparerPersonNm
PTINP00007208PTIN
Phone8606769020PhoneNum
Preparation2022-04-26PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$309,466FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$19,952ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$3InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$9,652DividendsRevAndExpnssAmt
Dividends Net Invst Incm$9,652DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$5,832NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$114,437GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$5,832CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$35,439TotalRevAndExpnssAmt
Total Net Invst Incm$15,487TotalNetInvstIncmAmt
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$950AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$950AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Tot Opr Expenses Rev And Expnss$950TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$950TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$14,706ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$14,706ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$15,656TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$950TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$14,706TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$19,783ExcessRevenueOverExpensesAmt
Net Investment Income$14,537NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$27,395CashBOYAmt
Cash EOY$94,295CashEOYAmt
Cash EOYFMV$94,295CashEOYFMVAmt
Corporate Stock BOY$278,363CorporateStockBOYAmt
Corporate Stock EOY$234,965CorporateStockEOYAmt
Corporate Stock EOYFMV$214,791CorporateStockEOYFMVAmt
Other Assets BOY$1,064OtherAssetsBOYAmt
Other Assets EOY$380OtherAssetsEOYAmt
Other Assets EOYFMV$380OtherAssetsEOYFMVAmt
Total Assets BOY$306,822TotalAssetsBOYAmt
Total Assets EOY$329,640TotalAssetsEOYAmt
Total Assets EOYFMV$309,466TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$306,822CapitalStockBOYAmt
Capital Stock EOY$329,640CapitalStockEOYAmt
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$306,822TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$329,640TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$306,822TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$329,640TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$306,822TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$19,783ExcessRevenueOverExpensesAmt
Other Increases$3,035OtherIncreasesAmt
Subtotal$329,640SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$329,640TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
55 SHARES FEDERAL RLTY INVTP2021-02-082021-06-03$6,496$5,005$1,491$1,491
.6 SHARES ORION OFFICE REITP2021-11-152021-11-17$12$12$0$0
417 SHARES TWO HBRS INVT CORPP2020-03-102021-03-01$10,550$9,478$1,072$1,072
910 SHARES AMERICAN FIN TR INCP2020-05-202021-12-09$23,860$19,995$3,865$3,865
441 SHARES CEDAR REALTY TRUST INCP2019-08-052021-12-10$10,782$9,994$788$788
670 SHARES GEO GROUP INCP2019-11-122021-04-12$3,785$9,470-$5,685-$5,685
.262 SHARES PIMCO DYNAMIC INCOME FDP2020-09-012021-12-15$6$6$0$0
440 SHARES TARGA RESOURCES CORPP2020-02-032021-12-10$22,884$16,058$6,826$6,826
404 SHARES TWO HBRS INVTP2019-05-302021-03-01$10,221$9,520$701$701
524 SHARES WASHINGTON PRIME GROUPP2019-05-302021-06-03$2,887$9,999-$7,112-$7,112
398 SHARES SOTHERLY HOTELS INCP2019-08-052021-07-13$7,598$9,619-$2,021-$2,021
401 SHARES PPTYS INC CUM PFD 6.75%P2019-05-302021-08-06$10,530$9,449$1,081$1,081
CAPITAL GAINS DIVIDENDSP$4,826$4,826$4,826
FieldValueIRS element (for citing)
Capital Gain Net Income$5,832CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$202InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$202SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$202TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$883EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$883TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$681OverpaymentAmt
Applied To ES Tax$681AppliedToESTaxAmt
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)
Phone8432430431PhoneNum

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$251,043AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$26,787AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$277,830TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$277,830AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,167CashDeemedCharitableAmt
Net Vl Noncharitable Assets$273,663NetVlNoncharitableAssetsAmt
Minimum Investment Return$13,683MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$13,683MinimumInvestmentReturnAmt
Tax Based On Investment Income$202TaxBasedOnInvestmentIncomeAmt
Total Tax$202TotalTaxAmt
Distributable Before Adj$13,481DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$13,481DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$13,481DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$14,706ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$14,706QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$13,481DistributableAsAdjustedAmt
Undistributed Income PY$610UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$14,706QualifyingDistributionsAmt
Applied To Year1$610AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$13,481AppliedToCurrentYearAmt
Remaining Distri From Corpus$615RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$615TotalCorpusAmt
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$615ExcessDistriCyovToNextYrAmt
Excess From Current Year$615ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CHILDREN OF GRACE
PO BOX 2394DANVILLECA94526NONEEXEMPT ORGANIZATIONRELIGIOUS AND HUMANITARIAN$606
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$2,750
PROVIDENCE UNITED METHODIST CHURCH
2810 PROVIDENCE ROADCHARLOTTENC28211NONEEXEMPT ORGANIZATIONRELIGIOUS AND HUMANITARIAN$1,200
RAICES
1305 N FLORES STREETSAN ANTONIOTX78212NONEEXEMPT ORGANIZATIONRELIGIOUS AND HUMANITARIAN$1,250
SHELTERBOX
8374 MARKET STREETLAKEWOOD RANCHFL34202NONEEXEMPT ORGANIZATIONRELIGIOUS AND HUMANITARIAN$1,250
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$500
WATER FOR PEOPLE
6666 W QUINCY AVEDENVERCO80235NONEEXEMPT ORGANIZATIONRELIGIOUS AND HUMANITARIAN$1,250
WOMEN FOR WOMEN
PO BOX 9224CENTRAL ISLIPNY117229224NONEEXEMPT ORGANIZATIONRELIGIOUS AND HUMANITARIAN$1,250
ZOE
700 WATERFIELD RIDGE PLACEGARNERNC27529NONEEXEMPT ORGANIZATIONRELIGIOUS AND HUMANITARIAN$1,000
SECOND HARVEST FOOD BANK
500-B SPRATT STREETCHARLOTTENC28206NONEEXEMPT ORGANIZATIONRELIGIOUS AND HUMANITARIAN$500
PHOEBE GRIFFIN NOYES LIBRARY
2 LIBRARY LANEOLD LYMECT06371NONEEXEMPT ORGANIZATIONRELIGIOUS AND HUMANITARIAN$200
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$14,706TotalGrantOrContriPdDurYrAmt
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$3ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$9,652ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,832ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$15,487ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$15,487TotalIncomeProducingActyAmt

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 (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
BRUCE D KENYON
180 OTTER ISLAND ROADKIAWAH ISLANDSC29455$10,000Yes (X)
BRUCE D KENYON
280 OTTER ISLAND ROADKIAWAH ISLANDSC29455$9,952Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor2ContributorNum
Noncash Property182 SHARES TARGA RESOURCES CORP.NoncashPropertyDesc
Fair Market Value$9,952FairMarketValueAmt
Received2021-11-16ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$950Amt
Net Investment Income$950NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockFIDELITY INVESTMENTSStockNm
EOY Book Value$234,965EOYBookValueAmt
EOYFMV$214,791EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDIVIDENDS RECEIVABLE FROM MUTUAL FUNDSDesc
BOY Book Value$1,064BOYBookValueAmt
EOY Book Value$380EOYBookValueAmt
EOYFMV$380EOYFMVAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescNONDIVIDEND DISTRIBUTIONSDesc
Amt$3,035Amt

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