THE DONALD M KENDALL SR AND SIGRID RVC KENDALL FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE DONALD M KENDALL SR AND SIGRID RVC KENDALL FOUNDATION (EIN 46-4355018)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-12
- IRS object ID
- 202012869349100826
- Schema version
- 2019v5.1
- 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 Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-12T20:27:25-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133539062 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAIER MARKEY & JUSTIC LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 LYON PLACE | AddressLine1Txt |
| City | WHITE PLAINS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 464355018 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DONALD M KENDALL SR AND SIGRID | BusinessNameLine1Txt |
| Business Name Line2 | RVC KENDALL FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DONA | BusinessNameControlTxt |
| Phone | 9146449247 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 FIELD POINT CIRCLE | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06830 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SIGRID KENDALL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9146449247 | PhoneNum |
| Signature | 2020-10-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BERNADETTE H SCHOPFER | PreparerPersonNm |
| PTIN | P00578448 | PTIN |
| Phone | 9146449200 | PhoneNum |
| Preparation | 2020-10-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 54.198.161.191 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-12 | IPDt |
| IP Tm | 20:27:21 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | D41A2395CF3F208E4D409075CC762D70C5F14AFD | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2E1AC4AD94665819DF1FE533FFAAB46B5B822D41 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $18,221,433 | 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 | $3,855 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,397 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,397 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $396,802 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $393,625 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,326,946 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,879,017 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,326,946 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,730,000 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,722,968 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,855 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,855 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $27,910 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $27,910 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $27,592 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,392 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $30 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $30 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $59,387 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $30,302 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,885 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $879,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $879,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $939,087 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $30,302 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $883,585 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $790,913 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,692,666 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $10,113,528 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,542,028 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,542,028 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,771,836 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,312,899 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,756,424 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $18,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $862,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $922,981 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $16,903,364 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,716,927 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,221,433 | 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 | $16,903,364 | RetainedEarningBOYAmt |
| Retained Earning EOY | $16,716,927 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,903,364 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,716,927 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,903,364 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,716,927 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,903,364 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $790,913 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $17,694,277 | SubtotalAmt |
| Other Decreases | $977,350 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,716,927 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (71 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 10,000 PEPSICO INC | 2015-12-03 | 2019-10-21 | $1,291,601 | $13,550 | $1,278,051 | $1,278,051 | |
| PEPSICO CALL | 2015-12-03 | 2019-10-21 | $10,195 | $10,195 | $10,195 | ||
| 1144 CAMBIAR INTL EQUITY FD INSTL | 2018-10-22 | 2019-01-22 | $27,673 | $27,673 | $0 | $0 | |
| 96 COMM SERVICES SELECT | 2018-10-22 | 2019-01-16 | $4,286 | $4,286 | $0 | $0 | |
| 7 HEALTH CARE SELECT SPDR | 2018-10-22 | 2019-01-16 | $619 | $619 | $0 | $0 | |
| 1010 HL INTL EQUITY PT INSTL | 2018-10-22 | 2019-01-22 | $20,362 | $20,362 | $0 | $0 | |
| 27 ISHARES CORE S&P | 2018-10-22 | 2019-01-17 | $1,391 | $1,391 | $0 | $0 | |
| 54 ISHARES CORE S&P SMALL | 2018-10-22 | 2019-01-17 | $4,034 | $4,034 | $0 | $0 | |
| 37 ISHARES NASDAQ BIOTECH | 2018-10-22 | 2019-01-16 | $4,024 | $4,024 | $0 | $0 | |
| 22 NUVEEN SM CAP VAL FD I | 2018-10-22 | 2019-01-22 | $487 | $487 | $0 | $0 | |
| 2249 VANGUARD FTSE DEVELOPED | 2018-10-22 | 2019-01-17 | $87,120 | $87,120 | $0 | $0 | |
| 82 VANGUARD INDUSTRIAL ETF | 2018-10-22 | 2019-01-16 | $10,417 | $10,417 | $0 | $0 | |
| 32 WELLS FARGO SMALL | 2018-10-22 | 2019-01-22 | $1,652 | $1,652 | $0 | $0 | |
| 35 COMM SERVICES SELECT | 2018-10-22 | 2019-10-23 | $1,767 | $1,640 | $127 | $127 | |
| 34 CONSUMER DISCRETIONARY | 2018-10-22 | 2019-10-23 | $4,122 | $3,642 | $480 | $480 | |
| 44 CONSUMER DISCRETIONARY | 2018-10-22 | 2019-12-10 | $5,359 | $4,713 | $646 | $646 | |
| 22 HEALTH CARE SELECT SPDR | 2018-10-22 | 2019-12-10 | $2,198 | $1,999 | $199 | $199 | |
| 24 HEALTH CARE SELECT SPDR | 2018-10-22 | 2019-10-23 | $2,221 | $2,180 | $41 | $41 | |
| 1 INVESCO EMERGING MARKETS | 2017-05-19 | 2019-03-18 | $28 | $30 | -$2 | -$2 | |
| 6 INVESCO EMERGING MARKETS | 2017-05-19 | 2019-03-18 | $166 | $175 | -$9 | -$9 | |
| 131 ISHARES CORE S&P | 2018-10-22 | 2019-10-23 | $7,711 | $7,074 | $637 | $637 | |
| 28 ISHARES NASDAQ BIOTECH | 2018-10-22 | 2019-12-10 | $3,369 | $3,072 | $297 | $297 | |
| 17 ISHARES NASDAQ BIOTECH | 2018-10-22 | 2019-10-23 | $1,802 | $1,865 | -$63 | -$63 | |
| 25 REAL ESTATE SELECT | 2018-10-22 | 2019-10-23 | $1,002 | $787 | $215 | $215 | |
| 19 SPDR US FINANCIAL SECTOR | 2018-10-22 | 2019-12-10 | $576 | $497 | $79 | $79 | |
| 48 SPDR US FINANCIAL SECTOR | 2018-10-22 | 2019-10-23 | $1,365 | $1,257 | $108 | $108 | |
| 7 VANGUARD CONSUMER | 2018-10-22 | 2019-10-23 | $1,089 | $986 | $103 | $103 | |
| 14 VANGUARD INDUSTRIAL ETF | 2018-10-22 | 2019-10-23 | $2,055 | $1,914 | $141 | $141 | |
| 15 VANGUARD INFORMATION | 2018-10-22 | 2019-10-23 | $3,234 | $2,842 | $392 | $392 | |
| 26 VANGUARD INFORMATION | 2018-10-22 | 2019-12-10 | $6,094 | $4,926 | $1,168 | $1,168 | |
| 752 CAMBIAR INTL EQUITY FD INSTL | 2018-10-22 | 2019-06-20 | $19,402 | $19,184 | $218 | $218 | |
| 55 COMM SERVICES SELECT | 2018-10-22 | 2019-04-23 | $2,747 | $2,578 | $169 | $169 | |
| 156 COMM SERVICES SELECT | 2018-10-22 | 2019-09-12 | $8,025 | $7,311 | $714 | $714 | |
| 31 CONSUMER DISCRETIONARY | 2018-10-22 | 2019-08-14 | $3,587 | $3,321 | $266 | $266 | |
| 60 FIRST TRUST CLOUD | 2018-10-22 | 2019-03-20 | $3,454 | $3,149 | $305 | $305 | |
| 6 FIRST TRUST CLOUD | 2018-10-22 | 2019-04-23 | $362 | $315 | $47 | $47 | |
| 15 FIRST TRUST CLOUD | 2018-10-22 | 2019-06-13 | $875 | $787 | $88 | $88 | |
| 16 FIRST TRUST DOW JONES | 2018-10-22 | 2019-03-20 | $2,233 | $2,055 | $178 | $178 | |
| 2 FIRST TRUST DOW JONES | 2018-10-22 | 2019-04-23 | $293 | $257 | $36 | $36 | |
| 11 FIRST TRUST DOW JONES | 2018-10-22 | 2019-06-13 | $1,567 | $1,413 | $154 | $154 | |
| 579 HARTFORD SCHRODERS EMERG | 2018-10-22 | 2019-06-20 | $9,044 | $8,378 | $666 | $666 | |
| 45 HEALTH CARE SELECT SPDR | 2018-10-22 | 2019-08-14 | $4,085 | $4,088 | -$3 | -$3 | |
| 150 HEALTH CARE SELECT SPDR | 2018-10-22 | 2019-06-13 | $13,699 | $13,627 | $72 | $72 | |
| 11 HEALTH CARE SELECT SPDR | 2018-10-22 | 2019-09-12 | $1,013 | $999 | $14 | $14 | |
| 0.0313 INVESCO EMERGING MARKETS | 2019-04-01 | 2019-04-23 | $1 | $1 | $0 | $0 | |
| 0.6047 INVESCO EMERGING MARKETS | 2019-03-01 | 2019-03-25 | $17 | $16 | $1 | $1 | |
| 61 ISHARES CORE S&P | 2018-10-22 | 2019-06-14 | $3,393 | $3,294 | $99 | $99 | |
| 30 ISHARES NASDAQ BIOTECH | 2018-10-22 | 2019-08-14 | $3,122 | $3,292 | -$170 | -$170 | |
| 148 JPMGN EQUITY INC FD I | 2018-10-22 | 2019-06-20 | $2,704 | $2,553 | $151 | $151 | |
| 685 NUVEEN SM CAP VAL FD I | 2018-12-27 | 2019-06-20 | $15,734 | $13,878 | $1,856 | $1,856 | |
| 1273 NUVEEN SM CAP VAL FD I | 2018-10-22 | 2019-06-20 | $29,241 | $30,985 | -$1,744 | -$1,744 | |
| 22 NUVEEN SM CAP VAL FD I | 2018-10-22 | 2019-06-20 | $505 | $494 | $11 | $11 | |
| 227 REAL ESTATE SELECT | 2018-10-22 | 2019-03-20 | $7,947 | $7,144 | $803 | $803 | |
| 32 REAL ESTATE SELECT | 2018-10-22 | 2019-06-13 | $1,199 | $1,007 | $192 | $192 | |
| 118 SOUND SHORE FUND | 2019-01-22 | 2019-06-20 | $5,076 | $4,678 | $398 | $398 | |
| 798 SOUND SHORE FUND | 2018-12-27 | 2019-06-20 | $34,330 | $29,542 | $4,788 | $4,788 | |
| 1656 SOUND SHORE FUND | 2018-10-22 | 2019-06-20 | $71,241 | $73,808 | -$2,567 | -$2,567 | |
| 293 SPDR US FINANCIAL SECTOR | 2018-10-22 | 2019-09-12 | $8,242 | $7,671 | $571 | $571 | |
| 151 SPDR US FINANCIAL SECTOR | 2018-10-22 | 2019-06-13 | $4,113 | $3,953 | $160 | $160 | |
| 153 SPDR US FINANCIAL SECTOR | 2018-10-22 | 2019-10-16 | $4,303 | $4,006 | $297 | $297 | |
| 14 VANGUARD CONSUMER | 2018-10-22 | 2019-06-13 | $2,110 | $1,971 | $139 | $139 | |
| 20 VANGUARD CONSUMER | 2018-10-22 | 2019-03-20 | $2,837 | $2,816 | $21 | $21 | |
| 104 VANGUARD CONSUMER | 2018-10-22 | 2019-08-14 | $15,773 | $14,644 | $1,129 | $1,129 | |
| 282 VANGUARD FTSE DEVELOPED | 2018-10-22 | 2019-06-14 | $11,517 | $11,386 | $131 | $131 | |
| 208 VANGUARD FTSE EMERGING | 2018-10-22 | 2019-06-14 | $8,490 | $8,016 | $474 | $474 | |
| 120 VANGUARD INDUSTRIAL ETF | 2018-10-22 | 2019-04-23 | $17,638 | $16,402 | $1,236 | $1,236 | |
| 12 VANGUARD INDUSTRIAL ETF | 2018-10-22 | 2019-03-20 | $1,666 | $1,640 | $26 | $26 | |
| 60 VANGUARD INDUSTRIAL ETF | 2018-10-22 | 2019-10-16 | $8,729 | $8,201 | $528 | $528 | |
| 79 VANGUARD INDUSTRIAL ETF | 2018-10-22 | 2019-08-14 | $10,952 | $10,798 | $154 | $154 | |
| 38 VANGUARD INFORMATION | 2018-10-22 | 2019-03-20 | $7,582 | $7,199 | $383 | $383 | |
| CAPITAL GAINS DIVIDENDS | $22,150 | $22,150 | $22,150 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,326,946 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $11,991 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,039,291 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $17,232,716 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.060309 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $994,423 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $18,108,296 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.054915 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $596,971 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $18,308,999 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.032605 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $215,660 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,477,137 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.033296 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $299,930 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,882,700 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.061427 | DistributionYr5Rt |
| Total Distribution | 0.242552 | TotalDistributionRt |
| Average Distribution | 0.048510 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $17,711,702 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $859,195 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $16,927 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $876,122 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $883,585 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $16,927 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $16,927 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $16,927 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,191 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $17,191 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $264 | OverpaymentAmt |
| Applied To ES Tax | $264 | 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 |
| Individual With Books | SIGRID KENDALL | IndividualWithBooksNm |
| Phone | 9146449247 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 FIELD POINT CIRCLE | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06830 | 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 |
|---|---|---|---|---|---|---|---|---|
| DONALD KENDALL JR | ||||||||
| 120 FIELD POINT CIRCLE | GREENWICH | CT | 06830 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SIGRID KENDALL | ||||||||
| 120 FIELD POINT CIRCLE | GREENWICH | CT | 06830 | TRUSTEE | 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 | $8,730,157 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,251,266 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,981,423 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,981,423 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $269,721 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,711,702 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $885,585 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $885,585 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,927 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,927 | TotalTaxAmt |
| Distributable Before Adj | $868,658 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $868,658 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $868,658 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $883,585 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $883,585 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $16,927 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $866,658 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $868,658 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $33,354 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $198,473 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $231,827 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $883,585 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $868,658 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $14,927 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $246,754 | 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 | $246,754 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $33,354 | ExcessFromYear2Amt |
| Excess From Year1 | $198,473 | ExcessFromYear1Amt |
| Excess From Current Year | $14,927 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FAIRFIELD COUNTY COMMUNITY FOUNDATION | |||||||
| 40 RICHARDS AVENUE | NORWALK | CT | 06854 | NONE | PC | GENERAL OPERATING | $584,000 |
| NORTHWELL HEALTH FOUNDATION | |||||||
| 2000 MARCUS AVENUE | NEW HYDE PARK | NY | 11042 | NONE | PC | GENERAL OPERATING | $30,000 |
| NURTURING MINDS | |||||||
| 61 OAKWOOD LANE | VALLEY FORGE | PA | 19481 | NONE | PC | GENERAL OPERATING | $5,000 |
| BOYS & GIRLS CLUBS OF THE OLYMPIC PENINSULA | |||||||
| PO BOX 4167 | SEQUIM | WA | 98382 | NONE | PC | GENERAL OPERATING | $125,000 |
| RENDEZVOUS POINT | |||||||
| PO BOX 804 | PINEDALE | WY | 82941 | NONE | PC | GENERAL OPERATING | $2,500 |
| HOPKINS SCHOOL | |||||||
| 986 FOREST ROAD | NEW HAVEN | CT | 06515 | NONE | PC | GENERAL OPERATING | $25,000 |
| CARAMOOR CENTER FOR MUSIC & ARTS | |||||||
| PO BOX 816 | KATONAH | NY | 10536 | NONE | PC | GENERAL OPERATING | $5,000 |
| GREENWICH HISTORICAL SOCIETY | |||||||
| 47 STRICKLAND RD | COS COB | CT | 06807 | NONE | PC | GENERAL OPERATING | $3,000 |
| THE METROPOLITAN OPERA | |||||||
| LINCOLN CENTER | NEW YORK | NY | 10023 | NONE | PC | GENERAL OPERATING | $100,000 |
| WNYC PUBLIC RADIO | |||||||
| PO BOX 1550 | NEW YORK | NY | 10116 | NONE | PC | GENERAL OPERATING | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $879,700 | 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 | $2,397 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $396,802 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,326,946 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,726,145 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,726,145 | 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 FEES | CategoryTxt |
| Amt | $3,855 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,855 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PEPSICO INC | $2,155,731 | $3,006,740 |
| EQUITIES | $4,145,236 | $4,737,752 |
| INTEREST & DIVIDENDS RECEIVABLE | $11,932 | $11,932 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ALTERNATIVE INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $862,000 | BookValueAmt |
| EOYFMV | $922,981 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFFERENCE BETWEEN COST BASIS & FAIR MARKET VALUE OF DONATED SECURITIES SOLD | Desc |
| Amt | $977,350 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $30 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $30 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $27,910 | Amt |
| Net Investment Income | $27,910 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $2,392 | $2,392 | $0 | $0 |
| FEDERAL EXCISE TAX | $25,200 | $0 | $0 | $0 |
Comments