KEITH V KIERNAN FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
KEITH V KIERNAN FOUNDATION (EIN 26-0856008)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-15
IRS object ID
201901359349101370
Schema version
2018v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-05-15T10:11:29-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1One Hollow Ln Ste 212AddressLine1Txt
CityLake SuccessCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN260856008EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Keith V Kiernan FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlKEITBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAMY OWSLEYPersonNm
Person TitlePresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2019-05-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address24.187.244.114IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id06391520191355000007FederalOriginalSubmissionId
Federal Original Submission Id2019-05-15FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id0B775BB9C0E0C9DA339247063A24C50179569C8EAtSubmissionCreationDeviceId
At Submission Filing Device Id78D185D94E59032E4B5D677F857013E059842DEAAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$15,712,440FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$360,863ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$3,153InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3,153InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$917,202DividendsRevAndExpnssAmt
Dividends Net Invst Incm$917,202DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,166,695NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$7,846,018GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,163,611CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,447,913TotalRevAndExpnssAmt
Total Net Invst Incm$2,083,966TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$140,706CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$140,706CompOfcrDirTrstDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$10,761PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Dsbrs Chrtbl$10,761PensionEmplBnftDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$173,528OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$172,928OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$600OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$21,100TaxesRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss$1,244TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$1,244TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$16,939OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$16,939OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$364,278TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$172,928TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$170,250TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$604,800ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$604,800ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$969,078TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$172,928TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$775,050TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,478,835ExcessRevenueOverExpensesAmt
Net Investment Income$1,911,038NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$285,450SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$67,290SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$67,290SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$16,010,897CorporateStockBOYAmt
Corporate Stock EOY$17,707,892CorporateStockEOYAmt
Corporate Stock EOYFMV$15,645,150CorporateStockEOYFMVAmt
Total Assets BOY$16,296,347TotalAssetsBOYAmt
Total Assets EOY$17,775,182TotalAssetsEOYAmt
Total Assets EOYFMV$15,712,440TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$16,296,347RetainedEarningBOYAmt
Retained Earning EOY$17,775,182RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$16,296,347TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$17,775,182TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$16,296,347TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$17,775,182TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$16,296,347TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,478,835ExcessRevenueOverExpensesAmt
Subtotal$17,775,182SubtotalAmt
Tot Net Ast Or Fund Balances EOY$17,775,182TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$7,846,018GrossSalesPriceAmt
Cost Or Other Basis$6,682,407CostOrOtherBasisAmt
Gain Or Loss$1,163,611GainOrLossAmt
Gains Minus Excess Or Losses$1,163,611GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$1,163,611CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$690,485AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$16,832,208NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.041022DistributionYr1Rt
Adjusted Qlfy Distri Yr2$508,501AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$14,362,925NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.035404DistributionYr2Rt
Adjusted Qlfy Distri Yr3$145,627AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$11,640,525NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.01251DistributionYr3Rt
Adjusted Qlfy Distri Yr4$39,261AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,015,282NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.03867DistributionYr4Rt
Adjusted Qlfy Distri Yr5$27,231AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$710,335NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.038335DistributionYr5Rt
Total Distribution0.165941TotalDistributionRt
Average Distribution0.033188AverageDistributionRt
Net Vl Noncharitable Assets$18,018,444NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$597,996AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$19,110NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$617,106AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$775,050QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$19,110InvestmentIncomeExciseTaxAmt
Subtotal$19,110SubtotalAmt
Tax Based On Investment Income$19,110TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$23,907EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$23,907TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$4,797OverpaymentAmt
Applied To ES Tax$4,797AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonAmy Marie OwsleyPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
TitleDir, Pres, SecTitleTxt
Average Hrs Per Wk Devoted To Pos40.0AverageHrsPerWkDevotedToPosRt
Compensation$140,706CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PlechyMarcianoPayne Montville Fin grpBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1652 Main Road Route 502AddressLine1Txt
CityTowacoCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07082ZIPCd
FieldValueIRS element (for citing)
Service TypeInvestment mgmtServiceTypeTxt
Compensation$172,975CompensationAmt
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$17,713,485AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$579,352AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$18,292,837TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$18,292,837AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$274,393CashDeemedCharitableAmt
Net Vl Noncharitable Assets$18,018,444NetVlNoncharitableAssetsAmt
Minimum Investment Return$900,922MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$900,922MinimumInvestmentReturnAmt
Tax Based On Investment Income$19,110TaxBasedOnInvestmentIncomeAmt
Total Tax$19,110TotalTaxAmt
Distributable Before Adj$881,812DistributableBeforeAdjAmt
Distributable Before Ded$881,812DistributableBeforeDedAmt
Distributable As Adjusted$881,812DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$775,050ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$775,050QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$19,110PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$755,940AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$881,812DistributableAsAdjustedAmt
Undistributed Income PY$774,984UndistributedIncomePYAmt
Prior Year12016PriorYear1Yr
Prior Year22015PriorYear2Yr
Prior Year32014PriorYear3Yr
Qualifying Distributions$775,050QualifyingDistributionsAmt
Applied To Year1$774,984AppliedToYear1Amt
Applied To Current Year$66AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$881,746UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
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
ACCION INTERNATIONAL
10 FAWCETT ST STE 204CAMBRIDGEMA02138N/APCDAWN Microfinance in Myanmar program$65,000
BERGEN FAMILY CENTER INC
44 ARMORY ST 2ND FLENGLEWOODNJ07631N/APCCharitable Event$1,000
BERGEN FAMILY CENTER INC
44 ARMORY ST 2ND FLENGLEWOODNJ07631N/APCMiddle School Zone - After School Prevention, Intervention, and Enrichment$25,000
CATHOLIC RELIEF SERVICES INC
228 W LEXINGTON STBALTIMOREMD21201N/APCRohningya Emergency Relief$65,000
GRAMEEN FOUNDATION USA
1101 15TH ST NW 3RD FLWASHINGTONDC20005N/APCKundi Pesa$65,000
HABITAT FOR HUMANITY INTERNATIONAL INC
121 HABITAT STAMERICUSGA31709N/APCMicrobuild Program$25,000
HABITAT FOR HUMANITY INTERNATIONAL INC
121 HABITAT STAMERICUSGA31709N/APCShelter Venutre Fund$50,000
INTERNATIONAL RESCUE COMMITTEE INC
122 E 42ND ST 12TH FLNEW YORKNY10168N/APCMyanmar Emergency Response fund$20,000
INTERNATIONAL RESCUE COMMITTEE INC
122 E 42ND ST 12TH FLNEW YORKNY10168N/APCProtecting and Empowering Women and Girls$50,000
MEDECINS SANS FRONTIERES USA INC - DOCTORS WITHOUT
PO BOX 5030HAGERSTOWNMD21741N/APCBardnesville Junction Pediatric Hospital in Monrovia, Liberia$65,000
OPPORTUNITY INTERNATIONAL INC
550 W VAN BUREN STE 200CHICAGOIL60607N/APCEdu-Finance$10,000
TIDES CENTER
PO BOX 29907SAN FRANCISCOCA94129N/APCNortheast Sustainable Agricultural Working Group - general operations$20,000
UNIVERSITY OF NEBRASKA FOUNDATION
1010 LINCOLN MALL STE 300LINCOLNNE68508N/APCKeith V. Kiernan Scholarship fund$100,000
UNIVERSITY OF NEBRASKA FOUNDATION
1010 LINCOLN MALL STE 300LINCOLNNE68508N/APCKeith V. Kiernan Scholarship Fund$23,800
WINDWARD FUND
1201 CONNECTICUT AVE NW STE 300WASHINGTONDC20036N/APCCharitable Event$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$604,800TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,153ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$917,202ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,166,695ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$2,087,050ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,087,050TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonEstate of Keith V KiernanContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line126372 Tunis Mills RoadAddressLine1Txt
CityEastonCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21601ZIPCd
FieldValueIRS element (for citing)
Total Contributions$360,863TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AMERICAN CENTURY MID CAP VALUE$660,886$550,147
CLEARBRIDGE LARGE CAP GROWTH I$706,550$796,971
DAVIS FINANCIAL FD INC CL Y$526,764$445,829
EATON VANCE RISK-MANAGED DIVER$1,799,346$1,530,620
FIDELITY ADVISOR NEW INSIGHTS$833,564$791,632
FIDELITY CONTRA FUND$360,244$401,074
FRANKLIN TEMPLETON LIMITED DUR$1,926,482$1,500,693
INVESCO SMALL CAP VALUE CLASS$564,679$370,399
JOHN HANCOCK III V I$884,499$837,618
LIBERTY ALL-STAR EQUITY FUND$1,804,034$1,549,440
M F S INTRMDT INC TR$1,248,854$1,152,123
MFS INTERNATIONAL NEW DISCOVER$225,181$236,769
OAKMARK INTERNATIONAL FUND CL$835,072$719,729
PRINCIPAL FDS, INC. MIDCAP FD$584,507$595,423
ROYCE VALUE TRUST, INC$998,572$854,910
SUN AMERICA FOCUSED DIV STRATE$1,299,609$1,168,491
T. ROWE PRICE INTERNATIONAL DI$231,963$243,317
T. ROWE PRICE NEW HORIZONS FD$469,571$505,285
VOYA GLOBAL EQ DIV & PREM OPPT$1,747,515$1,394,680

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$15,000$15,000
Payroll Processing Fees$1,914$1,914
State or Local Filing Fees$25$25

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Investment Management Services$172,928$172,928
COMPENSATION CONSULTING SRVCS$600$600

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Estimated Tax for 2018CategoryTxt
Amt$21,100Amt

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