KENYON FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- KENYON FAMILY FOUNDATION (EIN 20-6748048)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-07
- IRS object ID
- 201841279349100004
- Schema version
- 2017v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-07T08:09:35-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061369673 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEL CONTE HYDE ANNELLO & SCHUCH PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 EXECUTIVE DRIVE | AddressLine1Txt |
| City | FARMINGTON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 060322837 | 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 | 206748048 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KENYON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KENY | BusinessNameControlTxt |
| Phone | 8432430431 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 OTTER ISLAND ROAD | AddressLine1Txt |
| City | KIAWAH ISLAND | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29455 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRUCE D KENYON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8432430431 | PhoneNum |
| Signature | 2018-04-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT C LICKWAR JR CPA MST | PreparerPersonNm |
| PTIN | P00007208 | PTIN |
| Phone | 8606769020 | 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 | $203,510 | 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 | $20,121 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $17 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $17 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,454 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,454 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$3,235 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $79,214 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $23,357 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,471 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,100 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $79 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,179 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,100 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,906 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,906 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,085 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,100 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,906 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $11,272 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,371 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $68,440 | CashBOYAmt |
| Cash EOY | $10,733 | CashEOYAmt |
| Cash EOYFMV | $10,733 | CashEOYFMVAmt |
| Corporate Stock BOY | $114,033 | CorporateStockBOYAmt |
| Corporate Stock EOY | $180,186 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $190,615 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $404 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,162 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,162 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $182,877 | TotalAssetsBOYAmt |
| Total Assets EOY | $193,081 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $203,510 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $182,877 | CapitalStockBOYAmt |
| Capital Stock EOY | $193,081 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $182,877 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $193,081 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $182,877 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $193,081 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $182,877 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $11,272 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $194,149 | SubtotalAmt |
| Other Decreases | $1,068 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $193,081 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 872 SHARES CAPITAL CORP COM | P | 2017-03-27 | 2017-05-05 | $14,462 | $15,021 | -$559 | -$559 |
| 257 SHARES CHATHAM LODGING TR COM | P | 2017-03-15 | 2017-10-11 | $5,577 | $5,001 | $576 | $576 |
| .067 SHARES COLONY NORTHSTAR INCCL A COM | P | 2016-03-22 | 2017-01-17 | $1 | $1 | $0 | $0 |
| 161 SHARES NUVEEN NASDAQ 100 DYNAMIC OVER COM | P | 2016-09-12 | 2017-07-05 | $3,489 | $2,887 | $602 | $602 |
| .057 SHARES COLONY NORTHSTAR INCCL A COM | P | 2015-11-11 | 2017-07-17 | $1 | $1 | $0 | $0 |
| 372 SHARES FARMLAN PARTNERS INC COM | P | 2016-03-22 | 2017-06-06 | $3,517 | $3,941 | -$424 | -$424 |
| 260 SHARES INVESCO DYNAMIC CREDIT OPPORTUN FD COM | P | 2016-09-12 | 2017-11-14 | $2,946 | $2,938 | $8 | $8 |
| 1497 SHARES NEW YORK MTG TR INC COM | P | 2013-09-18 | 2017-09-18 | $9,568 | $8,169 | $1,399 | $1,399 |
| 187 SHARES NORTHSTAR REALTY EUROPE CORP COM | P | 2015-11-02 | 2017-06-06 | $2,400 | $1,957 | $443 | $443 |
| 882 SHARES PROSPECT CAP CORP | P | 2014-01-22 | 2017-03-27 | $7,962 | $10,001 | -$2,039 | -$2,039 |
| 189 SHARES PRUDENTIAL SHT DURATION HG YIELD COM | P | 2016-09-12 | 2017-11-16 | $2,787 | $3,010 | -$223 | -$223 |
| 100 SHARES REAVES UTIL INCOME FD COM | P | 2016-09-12 | 2017-12-29 | $3,083 | $3,001 | $82 | $82 |
| 102 SHARES REAVES UTIL INCOME FD SUBSCRIPTION RTS EXP | P | 2016-09-12 | 2017-09-26 | $24 | $24 | $24 | |
| 843 SHARES RESOURCE CAP CORP COM | P | 2014-02-03 | 2017-07-21 | $8,560 | $16,522 | -$7,962 | -$7,962 |
| 321 SHARES SEACPAN CORPORATION COM | P | 2011-07-06 | 2017-06-06 | $1,700 | $2,807 | -$1,107 | -$1,107 |
| .121 SHARES COLONY NORTHSTAR INCCL A COM | P | 2010-07-08 | 2017-01-17 | $2 | $2 | $2 | |
| 175 SHARES PROSPECT CAP CORP | P | 2007-05-01 | 2017-03-27 | $1,580 | $2,830 | -$1,250 | -$1,250 |
| 794 SHARES SEASPAN CORPORATION COM STK | P | 2010-12-02 | 2017-06-06 | $4,206 | $4,362 | -$156 | -$156 |
| CAPITAL GAINS DIVIDENDS | P | $7,349 | $7,349 | $7,349 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$3,235 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $7,510 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $171,913 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043685 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $8,973 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $185,826 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048287 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $11,095 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $202,213 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.054868 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $8,145 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $195,351 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041694 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $6,443 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $136,408 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047233 | DistributionYr5Rt |
| Total Distribution | 0.235767 | TotalDistributionRt |
| Average Distribution | 0.047153 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $198,112 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $9,342 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $54 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $9,396 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $10,906 | 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 | $54 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $54 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $54 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $54 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRUCE D KENYON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8432430431 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 OTTER ISLAND ROAD | AddressLine1Txt |
| City | KIAWAH ISLAND | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29455 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | 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 D KENYON | ||||||||
| 80 OTTER ISLAND ROAD | KIAWAH ISLAND | SC | 29455 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| BARBARA R KENYON | ||||||||
| 80 OTTER ISLAND ROAD | KIAWAH ISLAND | SC | 29455 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $159,398 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $41,731 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $201,129 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $201,129 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,017 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $198,112 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,906 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,906 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $54 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $54 | TotalTaxAmt |
| Distributable Before Adj | $9,852 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $9,852 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $9,852 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,906 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $10,906 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $54 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $10,852 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,852 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $208 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $208 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,906 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,852 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,054 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,262 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,262 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $208 | ExcessFromYear3Amt |
| Excess From Current Year | $1,054 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BRUCE D KENYON | 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 |
|---|---|---|---|---|---|---|---|
| CHILDREN OF GRACE | |||||||
| PO BOX 2394 | DANVILLE | CA | 94526 | NONE | EXEMPT ORGANIZATION | RELIGIOUS AND HUMANITARIAN | $456 |
| CROSBY FUND FOR HAITIAN EDUCATION | |||||||
| 19 BINNEY ROAD | OLD LYME | CT | 06371 | NONE | EXEMPT ORGANIZATION | RELIGIOUS AND HUMANITARIAN | $1,600 |
| DRESS FOR SUCCESS | |||||||
| 701 TILLERY ST A-5 | AUSTIN | TX | 78702 | NONE | EXEMPT ORGANIZATION | RELIGIOUS AND HUMANITARIAN | $400 |
| PROVIDENCE UNITED METHODIST CHURCH | |||||||
| 2810 PROVIDENCE ROAD | CHARLOTTE | NC | 28211 | NONE | EXEMPT ORGANIZATION | RELIGIOUS AND HUMANITARIAN | $4,250 |
| TURNING POINT OF LEHEIGH VALLEY | |||||||
| 444 E SUSQUEHANNA ST | ALLENTOWN | PA | 18103 | NONE | EXEMPT ORGANIZATION | RELIGIOUS AND HUMANITARIAN | $700 |
| WATER FOR PEOPLE | |||||||
| 6666 W QUINCY AVE | DENVER | CO | 80235 | NONE | EXEMPT ORGANIZATION | RELIGIOUS AND HUMANITARIAN | $1,500 |
| WOMEN FOR WOMEN | |||||||
| 2000 M STREET NW SUITE 200 | WASHINGTON | DC | 20036 | NONE | EXEMPT ORGANIZATION | RELIGIOUS AND HUMANITARIAN | $1,000 |
| IT STARTS WITH SOCCER | |||||||
| 613-B ROCKY LEDGE ROAD | AUSTIN | TX | 78746 | NONE | EXEMPT ORGANIZATION | RELIGIOUS AND HUMANITATIAN | $300 |
| SECOND HARVEST FOOD BANK | |||||||
| 750 CURTNER AVENUE | SAN JOSE | CA | 95125 | NONE | EXEMPT ORGANIZATION | RELIGIOUS AND HUMANITARIAN | $300 |
| BRIGHT BLESSINGS | |||||||
| 1150 CREWS RD | MATTHEWS | NC | 28105 | NONE | EXEMPT ORGANIZATION | RELIGIOUS AND HUMANITARIAN | $200 |
| MATTEWS HELP CENTER | |||||||
| 119 N AMES ST | MATTHEWS | NC | 28105 | NONE | EXEMPT ORGANIZATION | RELIGIOUS AND HUMANITARIAN | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,906 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,454 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$3,235 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,236 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,236 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRUCE D KENYON | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 OTTER ISLAND ROAD | AddressLine1Txt |
| City | KIAWAH ISLAND | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29455 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $20,121 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 352 SHARES COLONY NORTHSTAR INC. | $5,141 | 2017-06-12 |
| 1 | 232 SHARES COLONY NORTHSTAR INC. | $3,394 | 2017-08-01 |
| 1 | 388 SHARES NEWTEK BUSINESS SVCS CORP COM | $6,604 | 2017-08-01 |
| 1 | 424 SHARES COLONY NORTHSTAR INC. | $4,982 | 2017-12-22 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $1,100 | Amt |
| Net Investment Income | $1,100 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIDELITY INVESTMENTS | StockNm |
| EOY Book Value | $180,186 | EOYBookValueAmt |
| EOYFMV | $190,615 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE FROM MUTUAL FUNDS | Desc |
| BOY Book Value | $404 | BOYBookValueAmt |
| EOY Book Value | $2,162 | EOYBookValueAmt |
| EOYFMV | $2,162 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS | Desc |
| Amt | $1,068 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2016 FEDERAL INCOME TAXES | CategoryTxt |
| Amt | $79 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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