KEITH V KIERNAN FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- KEITH V KIERNAN FOUNDATION (EIN 26-0856008)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-11
- IRS object ID
- 201821319349102352
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-11T15:40:35-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 260856008 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Keith V Kiernan Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | KEIT | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMY OWSLEY | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2018-05-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $18,021,834 | 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 | $286,842 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $50 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $50 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $883,606 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $883,606 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $775,591 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,150,934 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $795,287 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,946,089 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,678,943 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $136,475 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $136,475 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $10,086 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $10,086 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $177,841 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $177,841 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $15,671 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $17,059 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $125 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $16,934 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $357,132 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $177,966 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $163,495 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $542,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $542,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $899,132 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $177,966 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $705,495 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,046,957 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,500,977 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $138,470 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $285,450 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $285,450 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $15,110,920 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,010,897 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $17,736,384 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $15,249,390 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,296,347 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,021,834 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $15,249,390 | RetainedEarningBOYAmt |
| Retained Earning EOY | $16,296,347 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,249,390 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,296,347 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,249,390 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,296,347 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,249,390 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,046,957 | ExcessRevenueOverExpensesAmt |
| Subtotal | $16,296,347 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $16,296,347 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $4,150,934 | GrossSalesPriceAmt |
| Cost Or Other Basis | $3,355,647 | CostOrOtherBasisAmt |
| Gain Or Loss | $795,287 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $795,287 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $795,287 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $508,501 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $14,362,925 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.035404 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $145,627 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,640,525 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.01251 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $39,261 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,015,282 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.03867 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $27,231 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $710,335 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.038335 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $16,652 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $505,604 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.032935 | DistributionYr5Rt |
| Total Distribution | 0.157854 | TotalDistributionRt |
| Average Distribution | 0.031571 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $16,832,208 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $531,410 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $15,010 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $546,420 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $705,495 | 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 | $15,010 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $15,010 | SubtotalAmt |
| Tax Based On Investment Income | $15,010 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,817 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $17,817 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $2,807 | OverpaymentAmt |
| Applied To ES Tax | $2,807 | AppliedToESTaxAmt |
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 | DE | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Amy Marie Owsley | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Dir, Pres, Sec | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $136,475 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AmeriPrise financial services inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 campus drive suite 150 | AddressLine1Txt |
| City | FLORAM PARK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07932 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment mgt | ServiceTypeTxt |
| Compensation | $177,841 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $16,807,062 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $281,474 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,088,536 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,088,536 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $256,328 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,832,208 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $841,610 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $841,610 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,010 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,010 | TotalTaxAmt |
| Distributable Before Adj | $826,600 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $826,600 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $826,600 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $705,495 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $705,495 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $15,010 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $690,485 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $826,600 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $653,879 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Qualifying Distributions | $705,495 | QualifyingDistributionsAmt |
| Applied To Year1 | $653,879 | AppliedToYear1Amt |
| Applied To Current Year | $51,616 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $774,984 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACCION INTERNATIONAL | |||||||
| 10 FAWCETT ST STE 204 | CAMBRIDGE | MA | 02138 | N/A | PC | DAWN Microfinance in Myanmar Program | $65,000 |
| AMERICAN REFUGEE COMMITTEE | |||||||
| 615 1ST AVE NE STE 500 | MINNEAPOLIS | MN | 55413 | N/A | PC | Changemakers 365 Project | $10,000 |
| BERGEN FAMILY CENTER INC | |||||||
| 44 ARMORY ST | ENGLEWOOD | NJ | 07631 | N/A | PC | Middle School Zone Program | $25,000 |
| CATHOLIC RELIEF SERVICES INC | |||||||
| 228 W LEXINGTON ST | BALTIMORE | MD | 21201 | N/A | PC | Resilience in Ethiopia Program | $75,000 |
| DOCTORS WITHOUT BORDERS USA INC | |||||||
| 40 RECTOR ST 16TH FL | NEW YORK | NY | 10006 | N/A | PC | Refugee Hospital in Irbid, Jordan Program | $65,000 |
| GRAMEEN FOUNDATION USA | |||||||
| 1101 15TH ST NW 3RD FL | WASHINGTON | DC | 20005 | N/A | PC | Community Agent Network (Philippines) Program | $75,000 |
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||
| 121 HABITAT ST | AMERICUS | GA | 31709 | N/A | PC | Microbuild Program | $75,000 |
| INTERNATIONAL RESCUE COMMITTEE INC | |||||||
| 122 E 42ND ST 12TH FL | NEW YORK | NY | 10168 | N/A | PC | Protecting and Empowering Women and Girls program and the Myanmar Emergency Response | $65,000 |
| TIDES CENTER | |||||||
| PO BOX 29907 | SAN FRANCISCO | CA | 94129 | N/A | PC | NESAWG (project 1121) | $10,000 |
| UNIVERSITY OF MARYLAND FOUNDATION | |||||||
| J T WILLIAMS HALL STE 2104 | PRINCESS ANNE | MD | 21853 | N/A | PC | MANRRS Junior Leadership Institute 4th Annual Leadership Institute Conference | $2,000 |
| UNIVERSITY OF NEBRASKA FOUNDATION | |||||||
| 1010 LINCOLN MAIL STE 300 | LINCOLN | NE | 68501 | N/A | PC | Keith V. Kiernan Scholarship Fund and the UNO CBA Scholars Academy Excellence Fund | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $542,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $50 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $883,606 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $775,591 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,659,247 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,659,247 | 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 | Estate of Keith V Kiernan | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26372 Tunis Mills Road | AddressLine1Txt |
| City | Easton | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $286,842 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY CONTRA FUND | $326,125 | $409,954 |
| T. ROWE PRICE INTERNATIONAL DI | $217,761 | $294,811 |
| DAVIS FINANCIAL FUND CLASS A | $204,899 | $216,116 |
| MFS INTERNATIONAL NEW DISCOVER | $210,355 | $264,318 |
| T. ROWE PRICE NEW HORIZONS FD | $407,490 | $485,654 |
| CLEARBRIDGE LARGE CAP GROWTH I | $785,122 | $926,587 |
| PRINCIPAL FDS, INC. MIDCAP FD | $519,532 | $638,115 |
| INVESCO SMALL CAP VALUE CLASS | $485,628 | $494,617 |
| FIDELITY ADVISOR NEW INSIGHTS | $825,784 | $932,350 |
| OAKMARK INTERNATIONAL FUND CL | $786,938 | $939,905 |
| AMERICAN CENTURY MID CAP VALUE | $591,856 | $632,443 |
| JOHN HANCOCK III V I | $804,018 | $926,406 |
| SUN AMERICA FOCUSED DIV STRATE | $1,206,248 | $1,314,385 |
| FRANKLIN TEMPLETON LIMITED DUR | $1,162,008 | $1,146,327 |
| BLACKROCK GLOBAL OPPORTUNITIES | $1,398,928 | $1,314,801 |
| ALLIANZGI NFJ DIVIDEND INT & P | $1,332,838 | $1,397,211 |
| ROYCE VALUE TRUST, INC | $1,553,116 | $1,932,316 |
| EATON VANCE TX-MGD EQ INC FD | $1,446,145 | $1,621,270 |
| EATON VANCE TX-MGD GLO DIV EQ | $1,746,106 | $1,848,798 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $15,000 | $15,000 | |
| Bank Charges | $125 | $125 | |
| Payroll Processing Fees | $1,909 | $1,909 | |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $177,841 | Amt |
| Net Investment Income | $177,841 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2017 | $12,100 |
| 990-PF Extension for 2016 | $3,571 |
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