SPRAY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SPRAY FOUNDATION INC (EIN 58-2219018)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202043219349102879
- 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
- Schedule B
- Accounting Fees Schedule
- Applied To Prior Year Election
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T11:44:15-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 581707386 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Jackson Group PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 191 Peachtree St NE Ste 3720 | AddressLine1Txt |
| City | Atlanta | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30303 | 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 | 582219018 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SPRAY FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | c/o CLAY K KIRK | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SPRA | BusinessNameControlTxt |
| Phone | 2034543600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 590 MADISON AVE 21ST FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CLAY KENAN KIRK | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 2034543600 | PhoneNum |
| Signature | 2020-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Stuart Alan Jackson | PreparerPersonNm |
| PTIN | P01294629 | PTIN |
| Phone | 4045860050 | PhoneNum |
| Preparation | 2020-11-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.200.12.101 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-13 | IPDt |
| IP Tm | 15:42:45 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | CD64534ABE7C1F8694826B3A831B3FD50B8B337C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3A68C36F10455A0207881E5B8DBCF3CF8D5B1CAB | 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 | $38,439,281 | 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 | $1,651,596 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $22 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $22 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $776,862 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $776,862 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $83 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $83 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $83 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,428,563 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $776,967 | 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 | $3,960 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,980 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,980 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $16,176 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,176 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $14,109 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $109 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $34,245 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,265 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,980 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,969,666 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,969,666 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,003,911 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,265 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,971,646 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $424,652 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $758,702 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $171,738 | CashBOYAmt |
| Cash EOY | $59,136 | CashEOYAmt |
| Cash EOYFMV | $83,136 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,280,230 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,817,484 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,817,486 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,104,011 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,104,011 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $35,538,659 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $3,453,437 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,453,437 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $13,009,416 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,434,068 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $38,439,281 | 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 | $13,009,416 | RetainedEarningBOYAmt |
| Retained Earning EOY | $13,434,068 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,009,416 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,434,068 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,009,416 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,434,068 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,009,416 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $424,652 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $13,434,068 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,434,068 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | DELL - CASH-IN-LIEU | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $83 | GrossSalesPriceAmt |
| Gain Or Loss | $83 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $83 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $83 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,288,799 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $32,834,587 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.039251 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,406,064 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $29,966,648 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046921 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,230,380 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $79,567,232 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053167 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,180,627 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $79,564,092 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052544 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,113,300 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $79,280,105 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051883 | DistributionYr5Rt |
| Total Distribution | 0.243766 | TotalDistributionRt |
| Average Distribution | 0.048753 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $35,525,701 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,731,985 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,587 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,739,572 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,971,646 | 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 | $7,587 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,587 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,587 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,519 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $14,519 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,932 | OverpaymentAmt |
| Applied To ES Tax | $6,932 | 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 | GA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | 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 | CLAY K KIRK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2034543600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 590 MADISON AVE 21ST FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| CLAY KENAN KIRK | ||||||||
| 590 MADISON AVE | NEW YORK | NY | 10022 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JAY B CHADWICK | ||||||||
| 590 MADISON AVE | NEW YORK | NY | 10022 | TREASURER | 5.00 | $0 | $0 | $0 |
| LAURA S KIRK | ||||||||
| 590 MADISON AVE | NEW YORK | NY | 10022 | SECRETARY | 0.50 | $0 | $0 | $0 |
| GARRETT KIRK | ||||||||
| 590 MADISON AVE | NEW YORK | NY | 10022 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| CHRISTINA K KIRK | ||||||||
| 590 MADISON AVE | NEW YORK | NY | 10022 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| HAZEL M NYSTROM | ||||||||
| 590 MADISON AVE | NEW YORK | NY | 10022 | DIRECTOR | 0.10 | $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 | $32,570,265 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,496,437 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $36,066,702 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $36,066,702 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $541,001 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $35,525,701 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,776,285 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,776,285 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,587 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,587 | TotalTaxAmt |
| Distributable Before Adj | $1,768,698 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,768,698 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,768,698 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,971,646 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,971,646 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $7,587 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,964,059 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,768,698 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $738,775 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,971,646 | QualifyingDistributionsAmt |
| Applied To Year1 | $738,775 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,232,871 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $535,827 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN FARMLAND TRUST | |||||||
| 1150 CONNECTICUT AVE NW | WASHINGTON | DC | 20036 | N/A | PC | Support programs and policies that help save farmland, farmers and the environment | $166,666 |
| CHILDREN'S AID SOCIETY | |||||||
| 711 THIRD AVE STE 700 | NEW YORK | NY | 10017 | N/A | PC | Helping children in poverty to succeed and thrive. | $80,000 |
| EARTHJUSTICE | |||||||
| 48 WALL ST 19TH FL | NEW YORK | NY | 10005 | N/A | PC | 165000.Environmental law programs | $4,000 |
| EMORY UNIVERSITY | |||||||
| 1440 CLIFTON RD NE STE 430 | ATLANTA | GA | 30322 | N/A | 509(a)(1) PUBLIC CHA | Center for Maternal Substance Abuse and Child Development (FAS) Program | $165,000 |
| EMORY UNIVERSITY | |||||||
| 1440 CLIFTON RD NE STE 430 | ATLANTA | GA | 30322 | N/A | 509(a)(1) PUBLIC CHA | Clinical Assess & Care for Ophiare Exposed Infants | $120,000 |
| LAUREL HOUSE | |||||||
| 1616 WASHINGTON AVE | STAMFORD | CT | 06902 | N/A | 509(a)(1) PUBLIC CHA | Resources to Recover Program | $80,000 |
| LENOX HILL NEIGHBORHOOD HOUSE | |||||||
| 331 EAST 70TH STREET | NEW YORK | NY | 10021 | N/A | 509(a)(1) PUBLIC CHA | Legal Advocacy for Older Adults | $100,000 |
| MELMARK CHARITABLE FOUNDATION | |||||||
| 2600 WAYLAND ROAD | BERWYN | PA | 19312 | N/A | 509(a)(3) - Type 1 | Scholarship Program | $150,000 |
| MELMARK CHARITABLE FOUNDATION | |||||||
| 2600 WAYLAND ROAD | BERWYN | PA | 19312 | N/A | 509(a)(3) - Type 1 | Capital Campaign | $330,000 |
| NATIONAL AUDUBON SOCIETY | |||||||
| 225 VARICK ST | NEW YORK | NY | 10014 | N/A | PC | Protects birds and the places they need, today and tomorrow, throughout the Americas using science, advocacy, education, and on-the-ground conservation. | $154,000 |
| OUR LADY OF PERPETUAL HELP HOME | |||||||
| 760 POLLARD BLVD SW | ATLANTA | GA | 30315 | N/A | 509(a)(1) PUBLIC CHA | General Funds | $20,000 |
| QUOTA INTERNATIONAL OF ATLANTA | |||||||
| 555 LAUREL OAKS LANE | ALPHARETTA | GA | 30004 | N/A | 509(a)(1) PUBLIC CHA | Summer camp for deaf children | $25,000 |
| SPOONS ACROSS AMERICA | |||||||
| 630 NINTH AVE STE 212 | NEW YORK | NY | 10036 | N/A | PC | Educating children, teachers, and families about the benefits of healthy eating. | $20,000 |
| WOMEN'S REFUGEE COMMISSION | |||||||
| 15 WEST 37TH ST | NEW YORK | NY | 10018 | N/A | PC | Advocate for the rights and protection of women, children, and youth fleeing violence and persecution. | $100,000 |
| FLAMENCO VIVO CARLOTA SANTANA | |||||||
| 4 W 43RD ST 608 | NEW YORK CITY | NY | 10036 | N/A | PC | Flamenco Dance Company | $50,000 |
| COVENANT HOUSE GEORGIA | |||||||
| 1559 JOHNSON RD NW | ATLANTA | GA | 30318 | N/A | PC | To provide shelter to homeless children | $50,000 |
| TOWN BRANCH PARK LLC | |||||||
| 249 E MAIN STREET STE 400 | LEXINGTON | KY | 40507 | N/A | PC | General maintenance of park space | $300,000 |
| NOLI CDC CORP | |||||||
| 714 NORTH LIMESTONE ST UNIT B | LEXINGTON | KY | 40508 | N/A | PC | to connect neighbors with resources and opportunities, and to create programs for equitable community development. | $55,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,969,666 | 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 | $22 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $776,862 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 19 | ExclusionCd |
| Exclusion | $83 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $776,967 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $776,967 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| ANNE R KENAN | ||||||
| 1 | 320 EAST 72ND STREET APT 5C | NEW YORK | NY | 100214769 | $825,798 | Yes (X) |
| BRUTUS C KENAN | ||||||
| 2 | 320 EAST 72ND STREET APT 5C | NEW YORK | NY | 100214769 | $825,798 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEES - THE JACKSON GROUP | CategoryTxt |
| Amt | $3,960 | Amt |
| Net Investment Income | $1,980 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,980 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | see attached. | ElectionDesc |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt |
|---|---|---|---|---|---|---|---|---|---|
| SKK FOUNDATION INC | |||||||||
| P O BOX 530257 | ATLANTA | GA | 30353 | 2017-06-30 | $29,571,034 | ENDOWMENT OF NONOPERATING FOUNDATION | $1,745,342 | NONE | May 22, 2020 |
| ELHAPA FOUNDATION INC | |||||||||
| P O BOX 22828 | LEXINGTON | KY | 40522 | 2017-06-30 | $29,571,034 | ENDOWMENT OF NONOPERATING FOUNDATION | $2,422,409 | NONE | November 12, 2020 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (32 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M CO - 8,333 SH | $459,574 | $1,470,108 |
| ADTALEM GLOBAL ED (DEVRY) INC - 1,666 SH | $33,199 | $58,260 |
| ALTRIA GROUP INC - 7,733 SH | $2,081 | $385,954 |
| AMERICAN EXPRESS COM - 8,750 SH | $88,772 | $1,089,288 |
| BERKSHIRE HATHAWAY CL A - 11 SH | $149,265 | $3,735,490 |
| BERKSHIRE HATHAWAY CL B - 10,8000 SH | $246,046 | $2,446,200 |
| BP PLC COM - 7,252 SH | $10,255 | $273,690 |
| CENOVUS ENERGY INC - 6,840 SH | $39,105 | $69,426 |
| COCA-COLA COM - 30,092 SH | $11,886 | $1,665,592 |
| DIAGEO PLC - 3,334 SH | $251,597 | $561,512 |
| EMERSON ELEC CO - 5,333 SH | $147,404 | $406,695 |
| ENBRIDGE INC (SPECTRA) - 22,960 SH | $555,155 | $913,119 |
| ILLINOIS TOOL WKS INC - 3,333 SH | $132,920 | $598,707 |
| INTUIT - 5,000 SH | $72,947 | $1,309,650 |
| JOHNSON & JOHNSON COM - 18,180 SH | $734,773 | $2,651,916 |
| KRAFT HEINZ INC - 11,111 SH | $254,330 | $356,996 |
| MCCORMICK & CO - 1,000 SH | $30,950 | $169,730 |
| MICROSOFT - 25,000 SH | $488,377 | $3,942,500 |
| MONDELEZ INTL INC - 33,333 SHS | $502,476 | $1,835,982 |
| NORDSON CORP - 16,667 SH | $246,125 | $2,714,054 |
| NORTHERN TR CORP COM - 13,333 SH | $127,764 | $1,416,498 |
| NOVARTIS AG - 10,000 SH | $431,773 | $946,900 |
| PHILIP MORRIS - 7,733 SH | $4,782 | $658,001 |
| PRICE T ROWE GROUP - 3,334 SH | $87,406 | $406,215 |
| PROCTER & GAMBLE - 17,000 SH | $172,080 | $2,123,300 |
| SANOFI - 19,333 SH | $657,669 | $970,517 |
| SCHLUMBERGER LTD - 4,333 SH | $170,378 | $174,187 |
| UNILEVER NV - 3,334 SH | $107,820 | $191,572 |
| W P CAREY INC - 6,667 SH | $189,473 | $533,627 |
| WELLS FARGO & CO - 13,333 SH | $181,834 | $717,315 |
| WILLIAMS CO - 26,666 SH | $456,085 | $632,518 |
| ALCON AG COM (ALC) | $59,710 | $113,140 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED APPRECIATION | Desc |
| BOY Book Value | $3,453,437 | BOYBookValueAmt |
| EOY Book Value | $3,453,437 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES - NORTHERN TRUST | CategoryTxt |
| Amt | $16,176 | Amt |
| Net Investment Income | $16,176 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| BRUTUS C KENAN | |||
| 320 EAST 72ND ST APT 5C | NEW YORK | NY | 100214769 |
| ANNE R KENAN | |||
| 320 EAST 72ND ST APT 5C | NEW YORK | NY | 100214769 |
| JAMES KENAN | |||
| P O BOX 22828 | LEXINGTON | KY | 40522 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $109 | $109 | $0 |
| FEDERAL TAXES | $14,000 | $0 | $0 |
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