2018-09-06T11:17:51-04:00 2017-12-31 592110949 KWAL & OLIVA PA CPAS 169 E FLAGLER STREET STE 800 MIAMI FL 331311296 990PF 2017-01-01 596204880 THE ETHEL AND W GEORGE KENNEDY FAMILY FOUNDATION INC ETHE 3056666226 C/O KO 169 E FLAGLER ST STE 800 MIAMI FL 331311296 KATHLEEN KENNEDY-OLSEN DIR & SEC/TR 3056666226 2018-08-30 RICHARD M KWAL CPA P00118433 3055774333 2018-09-04 2017 2022-09-23 18:48:47Z X X 0 X X 112359 112359 94488 1251797 100723 540 540 207387 213622 125765 62884 62881 2112 1056 1056 13877 6939 6938 109731 79840 29891 16975 16975 20185 92 1386 22813 4563 18250 25461 14593 10868 338305 186850 129976 1528095 1528095 1866400 186850 1658071 -1659013 26772 1300467 103186 30367769 7621 31779043 0 0 1025897 1025897 0 X 30753146 30753146 0 31779043 0 30753146 -1659013 763959 29858092 29858092 SEE ATTACHED - CHARLES SCHWAB 1466 P 2017-01-31 2017-12-31 923368 870468 52900 52900 SEE ATTACHED - CHARLES SCHWAB 1466 P 2016-01-31 2017-12-31 326032 280606 45426 45426 100723 52900 false 1665792 27822573 0.059872 1513123 26806367 0.056446 1234297 28140281 0.043862 1219328 27026404 0.045116 1199136 25059986 0.047851 0.253147 0.050629 15288080 774020 268 774288 1658071 X 268 268 268 20000 20000 19732 0 19732 false false false false false false true true true FL true false false false false true N/A KATHLEEN KENNEDY-OLSEN 3056666226 6619 S DIXIE HIGHWAY STE 400 MIAMI FL 33143 false false false false false false false false false false false false false false false false false false false FORREST I MULCAHEY 38 CAROLIN RD MONTCLAIR NJ 07043 DIRECTOR 5.50 11375 0 0 KARYN K HERTERICH P O BOX 689 BLOWING ROCK NC 28605 PRESIDENT 7.50 17000 0 0 KATHLEEN KENNEDY-OLSEN 6619 SOUTH DIXIE HIGHWAY 383 MIAMI FL 33143 DIR & SEC/TR 22.00 52015 0 0 KENDEL H KENNEDY 400 HAWSER LANE NAPLES FL 34102 DIR & V.P. 7.50 17000 0 0 KIMBERLY B KENNEDY 349 BURGOYNE ROAD SARATOGA NY 12866 DIR & V.P. 7.50 17000 0 0 MORGAN HERTERICH 635 WINDERMERE BLVD APT A CHARLESTON SC 29407 DIRECTOR 5.50 11375 0 0 NONE JACKSON-WILLY CONSULTING 1405 4TH AVENUE NW ARDMORE OK 73401 BOOKKEEPING SRV 53766 N/A 11033706 4431783 55404 15520893 15520893 232813 15288080 764404 764404 268 268 764136 764136 764136 1658071 1658071 268 1657803 764136 893935 1658071 893935 764136 0 KENNEDY FAMILY FOUNDATION 6619 SDIXIE HIGHWAY 400 MIAMI UV 33143 3056666226 CRITERIA, GUIDELINES AND APPLICATION PROCEDURAL DETAILS CAN BE PROVIDED UPON RECEIPT OF A LETTER OF INTRODUCTION. CRITERIA, GUIDELINES AND APPLICATION PROCEDURAL DETAILS CAN BE PROVIDED UPON RECEIPT OF A LETTER OF CRITERIA, GUIDELINES AND APPLICATION PROCEDURAL DETAILS CAN BE PROVIDED UPON RECEIPT OF A LETTER OF INTRODUCTION. KATHLEEN KENNEDY FOUNDATION PO BOX 3015 BOONE NC 28607 RELATED 501(C)(3) UNDISTRIBUTED INCOME OF 2016 191034 THE KENNEDY HERTERICH FOUNDATION PO BOX 675 BLOWING ROCK NC 28605 RELATED 501(C)(3) UNDISTRIBUTED INCOME OF 2016 191034 KENDEL H KENNEDY FOUNDATION 400 HAWSER LANE NAPLES FL 34102 RELATED 501(C)(3) UNDISTRIBUTED INCOME OF 2016 191034 THE KIMBERLY BETH KENNEDY FAMILY FN 349 BURGOYNE ROAD SARATOGA NY 12866 RELATED 501(C)(3) UNDISTRIBUTED INCOME OF 2016 191034 KATHLEEN KENNEDY FOUNDATION PO BOX 3015 BOONE NC 28607 RELATED 501(C)(3) UNDISTRIBUTED INCOME OF 2017 190990 THE KENNEDY HERTERICH FOUNDATION PO BOX 675 BLOWING ROCK NC 28605 RELATED 501(C)(3) UNDISTRIBUTED INCOME OF 2017 190990 KENDEL H KENNEDY FOUNDATION 400 HAWSER LANE NAPLES FL 34102 RELATED 501(C)(3) UNDISTRIBUTED INCOME OF 2017 190990 THE KIMBERLY BETH KENNEDY FAMILY FN 349 BURGOYNE ROAD SARATOGA NY 12866 RELATED 501(C)(3) UNDISTRIBUTED INCOME OF 2017 190989 1528095 14 112359 15 540 14 100723 -6235 213622 -6235 207387 false false false false false false false false false false ACCOUNTING FEES 49949 49949 BOOKKEEPING FEES 59782 29891 29891 COMPUTER SOFTWARE 2002-05-09 1022 1022 S/L 3.0000 COMPUTER SOFTWARE 2006-09-21 864 864 S/L 3.0000 BACK-UP SYSTEM PC SO 2008-06-24 910 910 S/L 5.0000 IPADS 2012-12-12 2649 2163 S/L 5.0000 177 IPADS 2012-12-21 1467 1174 S/L 5.0000 97 COMPUTER 2012-04-06 569 541 S/L 5.0000 28 ACER MONITOR 2012-04-06 155 147 S/L 5.0000 8 COPIER/PRINTER/SCANNER 2012-04-06 369 351 S/L 5.0000 18 IPAD 2013-01-14 499 399 S/L 5.0000 33 LAPTOPS 2014-02-05 10615 6192 S/L 5.0000 708 LAPTOP 2014-03-05 1703 965 S/L 5.0000 114 COMPUTER EQUIPMENT 2014-07-03 3055 1528 S/L 5.0000 203 2017 DISPOSITIONS PURCHASE 2017-05 22968 -6235 16733 BACK-UP SYSTEM 2008-06 PURCHASE 2017-12 910 910 CORP STOCK & MONEY MARKET FUNDS DUE FROM BAY POINT PROPERTIES, INC FMV THE ETHEL AND W. GEORGE KENNEDY FOUNDATION FILED THE ARTICLES OF DISSOLUTION ON DECEMBER 21, 2017 WITH THE STATE OF FLORIDA (SEE PDF COPY ATTACHED). AS OF THE ABOVE DATE THE FOUNDATION WAS COMPLETELY LIQUIDATED UNDER STATE LAW. THE KENNEDY FOUNDATION DID NOT GIVE NOTICE TO THE EXEMPT ORGANIZATIONS DETERMINATIONS OFFICE OF ITS INTENT TO TERMINATE. THEREFORE IT RETAINS ITS PRIVATE FOUNDATION STATUS. THERE IS NO TAX LIABILITY PER IRS CODE SECTION 507(A)(1) ON MAY 2017 THE ASSETS WERE DISTRIBUTED TO THE FOLLOWING PRIVATE FOUNDATIONS UNDER SECTION 507(B)(2)) OF THE INTERNAL REVENUE CODE. A. KATHLEEN KENNEDY FOUNDATION 81-3254029 P.O. BOX 3015, BOONE NC, 28607 CASH AND MARKETABLE SECURITIES WITH A TAX BASIS OF 7,192,977 AND A FAIR MARKET VALUE OF 8,016,220 AT DATE OF TRANSFER COMPUTER EQUIPMENT WITH A TAX BASIS FAIR MARKET VALUE OF 838 AT DATE OF TRANSFER B. KENDEL H. KENNEDY FOUNDATION, INC 81-3381022 400 HAWSER LANE, NAPLES, FL, 34102 CASH AND MARKETABLE SECURITIES WITH A TAX BASIS OF 7,079,919 AND A FAIR MARKET VALUE OF 8,016,220 AT DATE OF TRANSFER COMPUTER EQUIPMENT WITH A TAX BASIS AND FAIR MARKET VALUE OF 743 AT DATE OF TRANSFER C. THE KENNEDY-HERTERICH FOUNDATION 81-3277711 P.O. BOX 675, BLOWING ROCK, NC, 28605 CASH AND MARKETABLE SECURITIES WITH A TAX BASIS OF 7,192,478 AND A FAIR MARKET VALUE OF 8,016,220 AT DATE OF TRANSFER COMPUTER EQUIPMENT WITH A TAX BASIS AND FAIR MARKET VALUE OF 1,677 AT DATE OF TRANSFER D. THE KIMBERLY BETH KENNEDY FAMILY FOUNDATION 81-3506042 349 BURGOYNE ROAD, SARATOGA SPRINGS, NY, 12866 AMOUNTS ARE NOT AVAILABLE. THE ABOVE MENTIONED FOUNDATIONS ARE EQUALLY RESPONSIBLE FOR THE 2017 UNDISTRIBUTED INCOME OF 764,136 REPORTED ON PART XIII, PAGE 9, OF FORM 990PF LEGAL FEES 13877 6939 6938 IRS REFUND 19732 19732 PAYABLE TO FOUNDATIONS -19732 -19732 LIQUIDATION SEE STATEMENT 29858092 EXPENSES BANK CHARGE 205 205 INTERNET/TELEPHONE SERVICE 867 694 173 OFFICE EXPENSE & SUPPLIES 4998 3998 1000 REPAIRS & MAINTENANCE 10581 5291 5290 POSTAGE 2134 1067 1067 PAYROLL SERVICE FEE 1936 968 968 STORAGE 4740 2370 2370 ROYALTIES-CITATION OIL & GAS 540 540 2017UNDISTRIBUTED INCOME ALLOCATED NEW FOUNDATIONS 763959 DONATION PAYABLE 1025897 INVESTMENT MANAGEMENT FEE 16975 16975 EXCISE TAX - 2016 20000 TAXES OTHER 185 92