KEENAN FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- KEENAN FOUNDATION INC (EIN 20-5331576)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-13
- IRS object ID
- 201813179349101476
- Schema version
- 2017v2.3
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-13T15:07:17-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 823855207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONSILIUM PARTNER GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 SUMMIT BLVD STE 1150 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 303196418 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205331576 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KEENAN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KEEN | BusinessNameControlTxt |
| Phone | 6782681317 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 355 BROOK FORD POINT | AddressLine1Txt |
| City | ALPHARETTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRUCE C KEENAN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 6782681317 | PhoneNum |
| Signature | 2018-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAUREN R HINES | PreparerPersonNm |
| PTIN | P00836382 | PTIN |
| Phone | 4044004200 | PhoneNum |
| Preparation | 2018-11-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 35.168.211.195 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-13 | IPDt |
| IP Tm | 14:07:17 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 8DC463F4FC256539B4FE7A5E804A77870E829E78 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8DC463F4FC256539B4FE7A5E804A77870E829E78 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,330,257 | 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 | $1,058,005 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $416 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $416 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $416 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $18,930 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,930 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $18,930 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $13,252 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $629,107 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $19,788 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $42,304 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,955 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $42,304 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,132,907 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $43,089 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $61,650 | TotalAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $7,800 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,800 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $7,800 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $7,800 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,800 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $7,800 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $95,650 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $95,650 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $103,450 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,800 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $7,800 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $95,650 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,029,457 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $35,289 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $53,850 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $243,707 | CashBOYAmt |
| Cash EOY | $20,876 | CashEOYAmt |
| Cash EOYFMV | $20,876 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,002,723 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,212,407 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,251,376 | CorporateStockEOYFMVAmt |
| Other Investments EOY | $1,042,604 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,058,005 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,246,430 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,275,887 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,330,257 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,246,430 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,275,887 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,246,430 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,275,887 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,246,430 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,275,887 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,246,430 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,029,457 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,275,887 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,275,887 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $19,788 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $65,050 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,188,469 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054734 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $64,479 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,259,327 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051201 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $61,724 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,284,102 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048068 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $57,380 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,245,812 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046058 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $41,200 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,233,174 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.033410 | DistributionYr5Rt |
| Total Distribution | 0.233471 | TotalDistributionRt |
| Average Distribution | 0.046694 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,786,564 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $83,422 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $353 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $83,775 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $95,650 | 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 | $353 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $353 | SubtotalAmt |
| Tax Based On Investment Income | $353 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $353 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BRUCE C KEENAN | IndividualWithBooksNm |
| Phone | 6782681317 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 355 BROOK FORD POINT | AddressLine1Txt |
| City | ALPHARETTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
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 |
|---|---|---|---|---|---|---|---|---|
| BRUCE C KEENAN | ||||||||
| 355 BROOK FORD POINT | ALPHARETTA | GA | 30022 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SUSAN G KEENAN | ||||||||
| 355 BROOK FORD POINT | ALPHARETTA | GA | 30022 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,023,562 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $217,123 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $573,086 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,813,771 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,813,771 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,207 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,786,564 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $89,328 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $89,328 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $353 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $353 | TotalTaxAmt |
| Distributable Before Adj | $88,975 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $88,975 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $88,975 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $95,650 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $95,650 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $353 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $95,297 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $88,975 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $54,181 | UndistributedIncomePYAmt |
| Qualifying Distributions | $95,650 | QualifyingDistributionsAmt |
| Applied To Year1 | $54,181 | AppliedToYear1Amt |
| Applied To Current Year | $41,469 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $47,506 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| UGA FOUNDATION | ||||||
| 394 SOUTH MILLEDGE AVE | ATHENS | GA | 30602 | 501(C)(3) SUPPORT | $1,000 | |
| THE PREM RAWAT FOUNDATION | ||||||
| PO BOX 24-1498 | LOS ANGELES | CA | 90024 | 501(C)(3) SUPPORT | $6,000 | |
| HEARTS FOR HORSES | ||||||
| 355 BROOK FORD POINT | ALPHARETTA | GA | 30022 | 501(C)(3) SUPPORT | $2,000 | |
| SOUTHEASTERN COUNCIL OF FOUNDATIONS | ||||||
| 100 PEACHTREE STREET | ATLANTA | GA | 30303 | 501(C)(3) SUPPORT | $600 | SUITE 2080 |
| HIMALAYAN CHILDRENS CHARITIES | ||||||
| 355 BROOK FORD POINT | ALPHARETTA | GA | 30022 | 501(C)(3) SUPPORT | $59,300 | |
| IWEN | ||||||
| PO BOX 30034 | ATLANTA | GA | 30334 | 501(C)(3) SUPPPORT | $1,000 | |
| KNOWLEDGE OF CAREERS | ||||||
| 2121 N BAYSHORE DRIVE | MIAMI | FL | 33137 | 501(C)(3) SUPPORT | $2,500 | |
| JANE FONDA FOUNDATION | ||||||
| 1718 PEACHTREE STREET | ATLANTA | GA | 30309 | 501(C)(3) SUPPORT | $10,000 | SUITE 465 |
| NEPAL ASSOC OF GA | ||||||
| 355 BROOK FORD POINT | ALPHARETTA | GA | 30022 | 501(C)(3) SUPPORT | $500 | |
| HEIFER INTERNATIONAL | ||||||
| 1 WORLD AVE | LITTLE ROCK | AR | 72202 | 501(C)(3) SUPPORT | $1,000 | |
| NATURAL RESOURCES DEFENSE COUNCIL | ||||||
| 40 W 20TH STREET | NEY YORK | NY | 10011 | 501(C)(3) SUPPORT | $1,000 | |
| DIANE FOSSEY GORILLA FUND | ||||||
| 800 CHEROKEE AVE SE | ATLANTA | GA | 30315 | 501(C)(3) SUPPORT | $500 | |
| THE BONOBO FOUNDATION | ||||||
| 2701 CONNECTICUT AVE | WASHINGTON | DC | 20008 | 501(C)(3) SUPPORT | $10,000 | |
| ONE WARM COAT | ||||||
| 2443 FILLMORE STREET | SAN FRANCISCO | CA | 94115 | 501(C)(3) SUPPORT | $250 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $95,650 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $416 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,930 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,955 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $13,252 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LAURELWOOD HOLDINGS II | Desc |
| Exclusion | 16 | ExclusionCd |
| Exclusion | $38,349 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $74,902 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $74,902 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | BRUCE C KEENAN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 355 BROOK FORD POINT | AddressLine1Txt |
| City | ALPHARETTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,058,005 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| MERRILL LYNCH | 2017-01 | PURCHASE | 2017-12 | $8,934 | $8,299 | $635 |
| MERRILL LYNCH | 2017-01 | PURCHASE | 2017-12 | $600,385 | $607,556 | -$7,171 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MERRILL LYNCH | StockNm |
| EOY Book Value | $1,212,407 | EOYBookValueAmt |
| EOYFMV | $1,251,376 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LAURELWOOD HOLDINGS II | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,042,604 | BookValueAmt |
| EOYFMV | $1,058,005 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| OTHER EXPENSES | $300 | $300 | $300 |
| PROFESSIONAL EXPENSE | $7,500 | $7,500 | $7,500 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME | $3,955 | $3,955 | $3,955 |
| LAURELWOOD HOLDINGS II | $38,349 | $38,349 |
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