KEITH V KIERNAN FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- KEITH V KIERNAN FOUNDATION (EIN 26-0856008)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-09-20
- IRS object ID
- 201722639349100607
- Schema version
- 2016v3.1
- 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
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-09-20T13:41:13-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-08-28 | 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 |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.187.244.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520172635000014 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-09-20 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | BC971FC33BAF52379132A0473611089A0DAEC697 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 259C731B7C7CCB55DA46458F0098BC0D5A2501CB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2018-03-14 21:41:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,111,079 | 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 | $256,163 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $29 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $29 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $820,273 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $820,273 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $95,642 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,677,570 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $235,587 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,172,107 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,055,889 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $135,150 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $135,150 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $10,033 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $10,033 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $136,125 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $136,125 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $22,882 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,415 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $4,962 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $4,962 | OccupancyNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $17,452 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $17,452 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $326,604 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $142,502 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $162,635 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $355,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $355,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $681,604 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $142,502 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $517,635 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $490,503 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $913,387 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $757,041 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $138,470 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $138,470 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $13,475,217 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,110,920 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,972,609 | CorporateStockEOYFMVAmt |
| Land Bldg Investments BOY | $520,000 | LandBldgInvestmentsBOYAmt |
| Other Investments BOY | $6,629 | OtherInvestmentsBOYAmt |
| Total Assets BOY | $14,758,887 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,249,390 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,111,079 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $14,758,887 | RetainedEarningBOYAmt |
| Retained Earning EOY | $15,249,390 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,758,887 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,249,390 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,758,887 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,249,390 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,758,887 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $490,503 | ExcessRevenueOverExpensesAmt |
| Subtotal | $15,249,390 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $15,249,390 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| Publicly-traded Securities | $2,150,941 | $1,867,964 | $282,977 | $282,977 | |||
| HOUSEHOLD ITEMS | $1,044 | $1,044 | D | 2014-12-08 | 2016-04-08 | ||
| FURNITURE | $3,585 | $3,585 | D | 2014-12-08 | 2016-04-08 | ||
| VERTICAL LIFT | $2,000 | $2,000 | D | 2014-12-08 | 2016-04-08 | ||
| RESIDENTIAL REAL ESTATE | $520,000 | $567,390 | -$47,390 | -$47,390 | D | 2014-12-08 | 2016-04-06 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $235,587 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $145,627 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,640,525 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.01251 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $39,261 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,015,282 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.03867 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $27,231 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $710,335 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.038335 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $16,652 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $505,604 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.032935 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $6,300 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $367,245 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.017155 | DistributionYr5Rt |
| Total Distribution | 0.139605 | TotalDistributionRt |
| Average Distribution | 0.027921 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $14,362,925 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $401,027 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9,134 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $410,161 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $517,635 | 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 | $9,134 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $9,134 | SubtotalAmt |
| Tax Based On Investment Income | $9,134 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,280 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $3,571 | AppliedToEsTaxAmt |
| Total Payments And Credits | $14,851 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $5,717 | OverpaymentAmt |
| Applied To ES Tax | $5,717 | 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 | Pres / Dir / Sec | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $135,150 | CompensationAmt |
| Employee Benefit Program | $505 | 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 | $136,125 | 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 | $14,148,743 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $293,300 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $139,607 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,581,650 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,581,650 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $218,725 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,362,925 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $718,146 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $718,146 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,134 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,134 | TotalTaxAmt |
| Distributable Before Adj | $709,012 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $709,012 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $709,012 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $517,635 | 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 | $517,635 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $9,134 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $508,501 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $709,012 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $462,502 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Qualifying Distributions | $517,635 | QualifyingDistributionsAmt |
| Applied To Year1 | $462,502 | AppliedToYear1Amt |
| Applied To Current Year | $55,133 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $653,879 | 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 (8 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 program in Myanmar | $50,000 |
| CATHOLIC RELIEF SERVICES INC | |||||||
| 228 W LEXINGTON ST | BALTIMORE | MD | 21201 | N/A | PC | Missionaries of Charity, Ethiopia Program | $50,000 |
| DOCTORS WITHOUT BORDERS USA INC | |||||||
| 333 7TH AVE 2ND FL | NEW YORK | NY | 10001 | N/A | PC | maternal health care program in Irbid, Jordan | $25,000 |
| FREEDOM FROM HUNGER | |||||||
| 1460 DREW AVE STE 300 | DAVIS | CA | 95618 | N/A | SO I | Women's Savings Groups for Better Reproductive Health in Bnin Program | $50,000 |
| GRAMEEN FOUNDATION USA | |||||||
| 1101 15TH ST NW 3RD FL | WASHINGTON | DC | 20005 | N/A | PC | FarmerLink: Cafeteros Conectados Program | $50,000 |
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||
| 121 HABITAT ST | AMERICUS | GA | 31709 | N/A | PC | Microbuild Program | $50,000 |
| OPPORTUNITY INTERNATIONAL INC | |||||||
| 550 W VAN BUREN STE 200 | CHICAGO | IL | 60607 | N/A | PC | Global Microfinance Program | $25,000 |
| UNIVERSITY OF NEBRASKA FOUNDATION | |||||||
| 1010 LINCOLN MALL STE 300 | LINCOLN | NE | 68508 | N/A | PC | Keith V. Kiernan Scholarship Fund and UNO CBA Building Excellence Fund | $55,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $355,000 | 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 | $29 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $820,273 | 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 | $95,642 | 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 | $915,944 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $915,944 | 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 | $256,163 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | REAL ESTATE | PropertyDesc |
| Acquired | 2014-12-08 | AcquiredDt |
| Cost Or Other Basis | $520,000 | CostOrOtherBasisAmt |
| Computation Method | L | ComputationMethodTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (20 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALLIANZGI NFJ DIVIDEND INT & P | $1,227,828 | $1,249,223 |
| AMERICAN CENTURY MID CAP VALUE | $536,356 | $566,804 |
| BLACKROCK GLOBAL OPPORTUNITIES | $1,131,002 | $964,938 |
| CLEARBRIDGE LARGE CAP GROWTH F | $727,626 | $720,745 |
| EATON VANCE TX-MGD EQ INC FD | $1,107,995 | $1,058,805 |
| EATON VANCE TX-MGD GLO DIV EQ | $1,262,823 | $1,127,612 |
| FIDELITY ADVISOR NEW INSIGHTS | $584,961 | $570,866 |
| FIDELITY CONTRA FUND | $302,205 | $309,983 |
| INVESCO DYNAMIC CREDIT OPPORTU | $1,134,887 | $1,168,500 |
| INVESCO SMALL CAP VALUE CLASS | $715,780 | $704,224 |
| JOHN HANCOCK III V I | $655,034 | $682,612 |
| MFS INTERNATIONAL NEW DISCOVER | $203,543 | $200,179 |
| OAKMARK INTERNATIONAL FUND CL | $759,185 | $724,388 |
| PIMCO DYNAMIC CREDIT INCOME FU | $1,123,969 | $1,122,210 |
| PRINCIPAL INVESTORS FUND INC P | $500,000 | $494,708 |
| PRINCIPAL MID CAP CL P | $499,101 | $509,061 |
| ROYCE VALUE TRUST, INC | $977,641 | $1,124,760 |
| SUNAMERICA FOCUSED DIVIDEND ST | $1,082,679 | $1,091,573 |
| T. ROWE PRICE INTERNATIONAL DI | $207,911 | $212,082 |
| T. ROWE PRICE NEW HORIZONS FD | $370,394 | $369,336 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | REAL ESTATE | CategoryOrItemTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $15,000 | $15,000 |
| Foundation Dues & Memberships | $523 | $523 |
| Payroll Processing Fees | $1,904 | $1,904 |
| 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 | $136,125 | Amt |
| Net Investment Income | $136,125 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2016 | $11,000 | |
| 990-PF Extension for 2015 | $10,467 | |
| PROPERTY TAXES | $1,415 | $1,415 |
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