KENYON FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
KENYON FAMILY FOUNDATION (EIN 20-6748048)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-13
IRS object ID
201921339349101087
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)
Return2019-05-13T09:40:53-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 Begin2018-01-01TaxPeriodBeginDt

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
Signature2019-05-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT LICKWARPreparerPersonNm
PTINP00007208PTIN
Phone8606769020PhoneNum
Preparation2019-05-02PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address209.99.101.4IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-13IPDt
IP Tm09:40:27IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id72488BDCECA426A71CF979266A554B1276DF4825AtSubmissionFilingDeviceId
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$181,268FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$20,708ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$64InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$64InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$9,630DividendsRevAndExpnssAmt
Dividends Net Invst Incm$9,630DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$34,878NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$68,713GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$34,878CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$65,280TotalRevAndExpnssAmt
Total Net Invst Incm$44,572TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,100AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,100AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$73TaxesRevAndExpnssAmt
Taxes Net Invst Incm$19TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,173TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,119TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$8,756ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$8,756ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$9,929TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,119TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$8,756TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$55,351ExcessRevenueOverExpensesAmt
Net Investment Income$43,453NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$10,733CashBOYAmt
Cash EOY$21,532CashEOYAmt
Cash EOYFMV$21,532CashEOYFMVAmt
Corporate Stock BOY$180,186CorporateStockBOYAmt
Corporate Stock EOY$224,027CorporateStockEOYAmt
Corporate Stock EOYFMV$158,387CorporateStockEOYFMVAmt
Other Assets BOY$2,162OtherAssetsBOYAmt
Other Assets EOY$1,349OtherAssetsEOYAmt
Other Assets EOYFMV$1,349OtherAssetsEOYFMVAmt
Total Assets BOY$193,081TotalAssetsBOYAmt
Total Assets EOY$246,908TotalAssetsEOYAmt
Total Assets EOYFMV$181,268TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$193,081CapitalStockBOYAmt
Capital Stock EOY$246,908CapitalStockEOYAmt
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$193,081TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$246,908TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$193,081TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$246,908TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$193,081TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$55,351ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$248,432SubtotalAmt
Other Decreases$1,524OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$246,908TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
574 SHARES HERSHA HOSPITALITYP2017-12-222018-10-03$12,778$9,605$3,173$3,173
393 SHARES TANGER FACTORY OUTLETP2017-12-222018-09-13$8,948$10,017-$1,069-$1,069
633.245 SHARES COLONY NORTHSTARP2015-11-112018-04-11$3,508$8,163-$4,655-$4,655
1551.514 SHARES COLONY CAP INCP2010-06-162018-12-13$9,151$663$8,488$8,488
5,753.211 SHARES COLONY NORTHSTARP2007-09-112018-04-09$31,874$5,387$26,487$26,487
CAPITAL GAINS DIVIDENDSP$2,454$2,454$2,454
FieldValueIRS element (for citing)
Capital Gain Net Income$34,878CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$10,852AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$198,112NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.054777DistributionYr1Rt
Adjusted Qlfy Distri Yr2$7,510AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$171,913NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.043685DistributionYr2Rt
Adjusted Qlfy Distri Yr3$8,973AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$185,826NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.048287DistributionYr3Rt
Adjusted Qlfy Distri Yr4$11,095AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$202,213NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.054868DistributionYr4Rt
Adjusted Qlfy Distri Yr5$8,145AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$195,351NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.041694DistributionYr5Rt
Total Distribution0.243311TotalDistributionRt
Average Distribution0.048662AverageDistributionRt
Net Vl Noncharitable Assets$188,331NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$9,165AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$435NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$9,600AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$8,756QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$869InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$869SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$869TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$2EsPenaltyAmt
Tax Due$871TaxDueAmt

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$165,702AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$25,497AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$191,199TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$191,199AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,868CashDeemedCharitableAmt
Net Vl Noncharitable Assets$188,331NetVlNoncharitableAssetsAmt
Minimum Investment Return$9,417MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$9,417MinimumInvestmentReturnAmt
Tax Based On Investment Income$869TaxBasedOnInvestmentIncomeAmt
Total Tax$869TotalTaxAmt
Distributable Before Adj$8,548DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$8,548DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$8,548DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$8,756ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$8,756QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$8,756AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$8,548DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$208ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr1$1,054ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,262TotalExcessDistributionCyovAmt
Qualifying Distributions$8,756QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$8,548AppliedToCurrentYearAmt
Remaining Distri From Corpus$208RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,470TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,470ExcessDistriCyovToNextYrAmt
Excess From Year4$208ExcessFromYear4Amt
Excess From Year1$1,054ExcessFromYear1Amt
Excess From Current Year$208ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CHILDREN OF GRACE
PO BOX 2394DANVILLECA94526NONEEXEMPT ORGANIZATIONRELIGIOUS AND HUMANITARIAN$456
PROVIDENCE UNITED METHODIST CHURCH
2810 PROVIDENCE ROADCHARLOTTENC28211NONEEXEMPT ORGANIZATIONRELIGIOUS AND HUMANITARIAN$1,350
SECOND HARVEST FOOD BANK OF METROLINA
500-B SPRATT STREETCHARLOTTENC28206NONEEXEMPT ORGANIZATIONRELIGIOUS AND HUMANITARIAN$350
TURNING POINT OF LEHEIGH VALLEY
444 E SUSQUEHANNA STALLENTOWNPA18103NONEEXEMPT ORGANIZATIONRELIGIOUS AND HUMANITARIAN$700
WATER FOR PEOPLE
6666 W QUINCY AVEDENVERCO80235NONEEXEMPT ORGANIZATIONRELIGIOUS AND HUMANITARIAN$1,500
WOMEN FOR WOMEN
PO BOX 9224CENTRAL ISLIPNY117229224NONEEXEMPT ORGANIZATIONRELIGIOUS AND HUMANITARIAN$1,500
RAICES
1305 N FLORES STREETSAN ANTONIOTX78212NONEEXEMPT ORGANIZATIONRELIGIOUS AND HUMANITARIAN$1,200
SHELTERBOX
8374 MARKET STREETLAKEWOOD RANCHFL34202NONEEXEMPT ORGANIZATIONRELIGIOUS AND HUMANITARIAN$1,000
PLANNED PARENTHOOD
PO BOX 97166WASHINGTONDC200907166NONEEXEMPT ORGANIZATIONRELIGIOUS AND HUMANITARIAN$700
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$8,756TotalGrantOrContriPdDurYrAmt
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$64ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$9,630ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$34,878ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$44,572ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$44,572TotalIncomeProducingActyAmt

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

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1BRUCE D KENYONBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line180 OTTER ISLAND ROADAddressLine1Txt
CityKIAWAH ISLANDCityNm
State AbbreviationSCStateAbbreviationCd
ZIP29455ZIPCd
FieldValueIRS element (for citing)
Total Contributions$20,708TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
12054.559 SHARES COLONY NORTHSTAR INC.$11,2592018-04-09
11551.52 SHARES COLONY CAPITAL INC.$9,4492018-11-12

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$1,100Amt
Net Investment Income$1,100NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockFIDELITY INVESTMENTSStockNm
EOY Book Value$224,027EOYBookValueAmt
EOYFMV$158,387EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDIVIDENDS RECEIVABLE FROM MUTUAL FUNDSDesc
BOY Book Value$2,162BOYBookValueAmt
EOY Book Value$1,349EOYBookValueAmt
EOYFMV$1,349EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescNONDIVIDEND DISTRIBUTIONSDesc
Amt$1,524Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
2017 FEDERAL INCOME TAXES$54$0$0
FOREIGN INCOME TAX WITHHELD$19$19$0

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