THE ETHEL AND W GEORGE KENNEDY: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE ETHEL AND W GEORGE KENNEDY (EIN 59-6204880)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-08-28
- IRS object ID
- 201712409349100506
- Schema version
- 2016v3.0
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-08-28T12:07:47-04:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 592110949 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KWAL & OLIVA PA CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 169 E FLAGLER STREET STE 800 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 331311296 | 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 | 596204880 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ETHEL AND W GEORGE KENNEDY | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ETHE | BusinessNameControlTxt |
| Phone | 3056666226 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O KO 169 E FLAGLER ST STE 800 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 331311296 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHLEEN KENNEDY-OLSEN | PersonNm |
| Person Title | DIR & SEC/TR | PersonTitleTxt |
| Phone | 3056666226 | PhoneNum |
| Signature | 2017-08-22 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD M KWAL CPA | PreparerPersonNm |
| PTIN | P00118433 | PTIN |
| Phone | 3055774333 | PhoneNum |
| Preparation | 2017-08-25 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | 1132F737BAC3FC8143A511C63C19C0D57F8AF19D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 32BFC3B4E56EEDA548D42C7914318640741A10C2 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $31,779,043 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $4,607,058 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $462,394 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $462,394 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $277,885 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,534,360 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $277,885 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,822 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,822 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,351,159 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $744,101 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $180,100 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $90,050 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $90,050 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $3,916 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,958 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,958 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $36,221 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $18,111 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $18,110 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $48,943 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $30,943 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $18,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $40,708 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $40,708 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $5,635 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $143 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $143 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $4,217 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $45,736 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $9,147 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $36,589 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25,920 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $18,129 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,791 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $391,396 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $209,189 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $172,641 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,498,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,498,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,889,896 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $209,189 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,671,141 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,461,263 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $534,912 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,021,266 | CashBOYAmt |
| Cash EOY | $1,300,467 | CashEOYAmt |
| Cash EOYFMV | $1,300,467 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $8,535 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $103,186 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $103,186 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $22,862,429 | CorporateStockBOYAmt |
| Corporate Stock EOY | $30,367,769 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $30,367,769 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,509,498 | OtherInvestmentsBOYAmt |
| Land Bldg Equip Cost Or Other Bss | $23,877 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $16,256 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $11,839 | LandBOYAmt |
| Land EOY | $7,621 | LandEOYAmt |
| Land EOYFMV | $7,621 | LandEOYFMVAmt |
| Total Assets BOY | $26,413,567 | TotalAssetsBOYAmt |
| Total Assets EOY | $31,779,043 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $31,779,043 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $1,025,897 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $1,025,897 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $26,413,567 | UnrestrictedBOYAmt |
| Unrestricted EOY | $30,753,146 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,413,567 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $30,753,146 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,413,567 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $31,779,043 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,413,567 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,461,263 | ExcessRevenueOverExpensesAmt |
| Other Increases | $878,316 | OtherIncreasesAmt |
| Subtotal | $30,753,146 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $30,753,146 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SEE ATTACHED - CHARLES SCHWAB 3122 | P | 2016-01-31 | 2016-12-31 | $1,674,409 | $1,712,389 | -$37,980 | -$37,980 |
| SEE ATTACHED - CHARLES SCHWAB 3122 | P | 2015-12-01 | 2016-12-31 | $541,658 | $563,007 | -$21,349 | -$21,349 |
| SEE ATTACHED - CHARLES SCHWAB 1466 | P | 2016-01-31 | 2016-12-31 | $4,106,469 | $4,020,657 | $85,812 | $85,812 |
| SEE ATTACHED - CHARLES SCHWAB 1466 | P | 2015-12-01 | 2016-12-31 | $9,076,134 | $8,960,422 | $115,712 | $115,712 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $277,885 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $47,832 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,513,123 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $26,806,367 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.056446 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,234,297 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $28,140,281 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043862 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,219,328 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $27,026,404 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045116 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,199,136 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $25,059,986 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047851 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,083,727 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $25,095,910 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043183 | DistributionYr5Rt |
| Total Distribution | 0.236458 | TotalDistributionRt |
| Average Distribution | 0.047292 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $27,822,573 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,315,785 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,349 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,321,134 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,671,141 | 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 | $5,349 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,349 | SubtotalAmt |
| Tax Based On Investment Income | $5,349 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $108,535 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $108,535 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $103,186 | OverpaymentAmt |
| Applied To ES Tax | $20,000 | AppliedToESTaxAmt |
| Refund | $83,186 | RefundAmt |
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 | FL | 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 | KATHLEEN KENNEDY-OLSEN | IndividualWithBooksNm |
| Phone | 3056666226 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6619 S DIXIE HIGHWAY STE 400 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33143 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| FORREST I MULCAHEY | ||||||||
| 38 CAROLIN RD | MONTCLAIR | NJ | 07043 | DIRECTOR | 5.50 | $16,500 | $0 | $0 |
| KARYN K HERTERICH | ||||||||
| P O BOX 689 | BLOWING ROCK | NC | 28605 | PRESIDENT | 7.50 | $24,000 | $0 | $0 |
| KATHLEEN KENNEDY-OLSEN | ||||||||
| 6619 SOUTH DIXIE HIGHWAY 383 | MIAMI | FL | 33143 | DIR & SEC/TR | 22.00 | $75,100 | $0 | $0 |
| KENDEL H KENNEDY | ||||||||
| 400 HAWSER LANE | NAPLES | FL | 34102 | DIR & V.P. | 7.50 | $24,000 | $0 | $0 |
| KIMBERLY B KENNEDY | ||||||||
| 349 BURGOYNE ROAD | SARATOGA | NY | 12866 | DIR & V.P. | 7.50 | $24,000 | $0 | $0 |
| MORGAN HERTERICH | ||||||||
| 635 WINDERMERE BLVD APT A | CHARLESTON | SC | 29407 | DIRECTOR | 5.50 | $16,500 | $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 | $22,464,921 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,461,006 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,320,340 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $28,246,267 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $28,246,267 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $423,694 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $27,822,573 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,391,129 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,391,129 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,349 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,349 | TotalTaxAmt |
| Distributable Before Adj | $1,385,780 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,385,780 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,385,780 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,671,141 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,671,141 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,349 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,665,792 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,385,780 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,179,296 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,671,141 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,179,296 | AppliedToYear1Amt |
| Applied To Current Year | $491,845 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $893,935 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KENNEDY FAMILY FOUNDATION | RecipientPersonNm |
Recipient Foreign Address RecipientForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6619 SDIXIE HIGHWAY 400 | AddressLine1Txt |
| City | MIAMI | CityNm |
| Country | UV | CountryCd |
| Foreign Postal | 33143 | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3056666226 | RecipientPhoneNum |
| Form And Info And Materials | CRITERIA, GUIDELINES AND APPLICATION PROCEDURAL DETAILS CAN BE PROVIDED UPON RECEIPT OF A LETTER OF INTRODUCTION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | CRITERIA, GUIDELINES AND APPLICATION PROCEDURAL DETAILS CAN BE PROVIDED UPON RECEIPT OF A LETTER OF | SubmissionDeadlinesTxt |
| Restrictions On Awards | CRITERIA, GUIDELINES AND APPLICATION PROCEDURAL DETAILS CAN BE PROVIDED UPON RECEIPT OF A LETTER OF INTRODUCTION. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (79 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALBANY ACADEMY | |||||||
| 135 ACADEMY RD | ALBANY | NY | 12208 | NONE | 501(C)(3) PU | SCHOLARSHIPS | $10,000 |
| AMERICAN COLLEGE OF BUILDING ARTS | |||||||
| 21 MAGAZINE STREET | CHARLESTON | SC | 29401 | NONE | 501(C)(3) PU | EDUCATION PROGRAMS AND CAPITAL CAMPA | $48,000 |
| AMERICAN RED CROSS | |||||||
| 335 SW 27TH AVE | MIAMI | FL | 33135 | NONE | 501(C)(3) PU | GENERAL OPERATING | $5,500 |
| AMERICANS FOR IMMIGRANT JUSTICE | |||||||
| 3000 BISCAYNE BLVD SUITE | MIAMI | FL | 33137 | NONE | 501(C)(3) PU | DREAMERS PROGRAM | $50,000 |
| APPALACHIAN STATE UNIVERSITY | |||||||
| ASU BOX 32014 | BOONE | NC | 28608 | NONE | 501(C)(3) PU | SCHOLARSHIPS | $20,000 |
| ASHLEY HALL FOUNDATION | |||||||
| 172 RUTLEDGE AVENUE | CHARLESTON | SC | 29403 | NONE | 501(C)(3) PU | GENERAL OPERATING | $15,000 |
| BEEHIVE DESIGN | |||||||
| 101 COURT STREET | MACHIAS | ME | 04654 | NONE | 501(C)(3) PU | GENERAL OPERATING | $5,000 |
| BLOWING ROCK CHAMBER FOUNDATION | |||||||
| 132 PARK AVE | BLOWING ROCK | NC | 28605 | NONE | 501(C)(3) PU | CONCERT SPONSORSHIP | $15,000 |
| BLOWING ROCK CIVIC ASSOCIATION | |||||||
| PO BOX 2471 | BLOWING ROCK | NC | 28605 | NONE | 501(C)(3) PU | GENERAL OPERATING | $5,000 |
| BLOWING ROCK COMMUNITY FOUNDATION | |||||||
| PO BOX 525 | BLOWING ROCK | NC | 28605 | NONE | 501(C)(3) PU | ANNUAL SPONSORSHIP COMMUNITY DAY | $1,000 |
| BLOWING ROCK SCHOOL | |||||||
| PO BOX 228 | BLOWING ROCK | NC | 28605 | NONE | 501(C)(3) PU | PLAYGROUND | $8,500 |
| BRAVE NEW FILMS | |||||||
| 10510 CULVER BLVD | CULVER CITY | CA | 90232 | NONE | 501(C)(3) PU | GENERAL OPERATING | $25,000 |
| BUFFALO COVE OUTDOOR EDUCATION | |||||||
| 664 BUCKSKIN HOLLOW | DEEP GAP | NC | 28618 | NONE | 501(C)(3) PU | SUMMER CAMP MATCH | $5,000 |
| BUONICONTI FUND TO CURE PARALYSIS | |||||||
| 1095 NW 14TH TERRACE | MIAMI | FL | 33136 | NONE | 501(C)(3) PU | OPERATIONS AND RESEARCH | $25,000 |
| CAMP HAPPY DAYS | |||||||
| 1622 ASHELY HALL ROAD | CHARLESTON | SC | 29407 | NONE | 501(C)(3) PU | CANCER CAMP | $40,500 |
| CAMP TLC | |||||||
| 812 N MARTELL AVENUE 1 | LOS ANGELES | CA | 90046 | NONE | 501(C)(3) PU | GENERAL OPERATING | $10,000 |
| CHARLESTON ORPHAN HOUSE DBA CAROL | |||||||
| 5055 LACKAWANNA BOULEVARD | CHARLESTON | SC | 29405 | NONE | 501(C)(3) PU | SPONSORSHIPS FOR 5 CHILDREN | $2,500 |
| CHARLESTON URBAN SQUASH | |||||||
| PO BOX 22731 | CHARLESTON | SC | 29413 | NONE | 501(C)(3) PU | GENERAL OPERATING | $63,000 |
| CHILDREN OF BELLEVUE | |||||||
| 462 FIRST AVENUE ME-15 | NEW YORK | NY | 10016 | NONE | 501(C)(3) PU | GENERAL OPERATING | $10,000 |
| CHILDREN'S MUSEUM OF THE LOW COUNTR | |||||||
| 25 ANN ST | CHARLESTON | SC | 29403 | NONE | 501(C)(3) PU | GENERAL OPERATING | $1,000 |
| CLARKSON UNIVERSITY | |||||||
| 8 CLARKSON AVENUE BOX 552 | POTSDAM | NY | 13699 | NONE | 501(C)(3) PU | TUITION ASSISTANCE PROGRAM | $30,000 |
| COCONUT GROVE CARES | |||||||
| 3870 WASHINGTON AVENUE | COCONUT GROVE | FL | 33133 | NONE | 501(C)(3) PU | THE BARNYARD - OPERATING AND PROGRAM | $30,000 |
| COLLEGE OF CHARLESTON | |||||||
| 66 GEORGE STREET | CHARLESTON | SC | 29424 | NONE | 501(C)(3) PU | RENOVATION PROJECT | $25,000 |
| COMMUNITY CARE CLINIC | |||||||
| 141 HEALTH CENTER DRIVE | BOONE | NC | 28607 | NONE | 501(C)(3) PU | GENERAL OPERATING | $10,000 |
| DEMOCRACY NOW | |||||||
| 207 W 25TH STREET 11 FLO | NEW YORK | NY | 10001 | NONE | 501(C)(3) PU | GENERAL OPERATING | $8,000 |
| DISABLED AMERICAN VETERANS | |||||||
| PO BOX 2914 | BOONE | NC | 28607 | NONE | 501(C)(3) PU | TRANSPORTATION | $4,000 |
| DRANOFF INTERNATIONAL TWO PIANO FOU | |||||||
| 3550 BISCAYNE BLVD SUIT | MIAMI | FL | 33137 | NONE | 501(C)(3) PU | PIANOBLAM | $10,000 |
| EDUCATE TOMORROW | |||||||
| 1717 NORTH BAYSHORE DRIVE | MIAMI | FL | 33132 | NONE | 501(C)(3) PU | PILOT PROGRAM | $28,000 |
| ELECTRONIC FRONTIER FOUNDATION | |||||||
| 454 SHOTWELL STREET | SAN FRANCISCO | CA | 94110 | NONE | 501(C)(3) PU | GENERAL OPERATING | $14,000 |
| EXPONENT PHILANTHROPY | |||||||
| 1720 N STREET NW | WASHINGTON | DC | 20036 | NONE | 501(C)(3) PU | PROGRAMS | $1,000 |
| FAIRCHILD TROPICAL BOTANIC GARDEN | |||||||
| 10901 OLD CUTLER RD | CORAL GABLES | FL | 33156 | NONE | 501(C)(3) PU | EDUCATIONAL OUTREACH | $10,000 |
| FRANKLIN COMMUNITY CENTER | |||||||
| 10 FRANKLIN STREET | SARATOGA SPRINGS | NY | 12866 | NONE | 501(C)(3) PU | PROJECT LIFT AND GENERAL OPERATING | $20,000 |
| FRIENDS OF LC BATES MUSEUM | |||||||
| PO BOX 159 | HINCKLEY | ME | 04944 | NONE | 501(C)(3) PU | BUILDING REPAIR; EDUCATIONAL PROGRAM | $25,300 |
| FUND FOR THE CITY OF NEW YORK | |||||||
| 121 AVENUE OF THE AMERICA | NEW YORK | NY | 10013 | NONE | 501(C)(3) PU | BROOKLYN MOVEMENT CENTER | $10,000 |
| GOOD SHEPHERD FOOD BANK | |||||||
| 3121 HOTEL ROAD | AUBURN | ME | 04210 | NONE | 501(C)(3) PU | OUTREACH PROGRAMS | $20,000 |
| HAITIAN NEIGHBORHOOD CENTER SANT L | |||||||
| 5000 BISCAYNE BLVD 110 | MIAMI | FL | 33137 | NONE | 501(C)(3) PU | GENERAL OPERATING AND EXPANSION TO S | $75,000 |
| HARRY CHAPIN FOOD BANK | |||||||
| 2126 ALICIA STREET | FT MYERS | FL | 33901 | NONE | 501(C)(3) PU | SUPPORT FOR COMMUNITY FOOD PROGRAM | $80,000 |
| HOMES FOR ORPHANED PETS EXIST | |||||||
| PO BOX 2497 | WILTON | NY | 12831 | NONE | 501(C)(3) PU | ANIMAL CARE | $10,000 |
| HOSPITALITY HOUSE OF BOONE | |||||||
| PO BOX 309 | BOONE | NC | 28607 | NONE | 501(C)(3) PU | WINTER SHELTER AND "LOCKERS OF HOPE" | $10,000 |
| IWF LEADERSHIP FOUNDATION | |||||||
| 2120 L STREET NW SUITE 4 | WASHINGTON | DC | 20037 | NONE | 501(C)(3) PU | FELLOWS PROGRAM | $5,000 |
| JOHN F KENNEDY CENTER FOR PERFORMI | |||||||
| PO BOX 101510 | ARLINGTON | VA | 22210 | NONE | 501(C)(3) PU | GENERAL OPERATING | $15,000 |
| KENNEDY CENTER HONORS | |||||||
| 2700 F STREET NW | WASHINGTON | DC | 20566 | NONE | 501(C)(3) PU | CONTRIBUTION TO KENNEDY CENTER HONOR | $35,000 |
| KRISTI HOUSE | |||||||
| 1265 NW 12TH AVENUE | MIAMI | FL | 33136 | NONE | 501(C)(3) PU | CHALLENGE GRANT - PREVENTION PROGRAM | $50,950 |
| LIGHTHOUSE OF COLLIER | |||||||
| 2685 HORSESHOE DRIVE SUI | NAPLES | FL | 34104 | NONE | 501(C)(3) PU | GENERAL OPERATING | $22,200 |
| LINCOLNVILLE HISTORICAL SOCIETY | |||||||
| PO BOX 204 | LINCOLNVILLE | ME | 04849 | NONE | 501(C)(3) PU | CAPITAL CAMPAIGN. | $8,000 |
| LITTLE BROOK FARM | |||||||
| 548 COUNTY RT 13 | OLD CHATHAM | NY | 12136 | NONE | 501(C)(3) PU | GENERAL OPERATING | $17,000 |
| MATER ACADEMY FOUNDATION INC | |||||||
| 7901 NW 103 STREET | HIALEAH GARDENS | FL | 33016 | NONE | 501(C)(3) PU | GENERAL OPERATING | $16,000 |
| MERRYSPRING NATURE CENTER | |||||||
| 30 CONWAY ROAD | CAMDEN | ME | 04843 | NONE | 501(C)(3) PU | IMPROVEMENT PROJECT: ROSE COTTAGE AN | $5,000 |
| MONTCLAIR EARLY CHILHOOD CORP | |||||||
| 49 ORANGE ROAD | MONTCLAIR | NJ | 07042 | NONE | 501(C)(3) PU | SCHOLARSHIPS FOR AT-RISK CHILDREN | $2,000 |
| MUSCULAR DYSTROPHY ASSOCIATION | |||||||
| 222 S RIVERSIDE PLAZA S | CHICAGO | IL | 60606 | NONE | 501(C)(3) PU | BOONE-GREENSBORO DISTRICT OPERATING | $500 |
| NAPLES BOTANICAL GARDEN | |||||||
| 4820 BAYSHORE DRIVE | NAPLES | FL | 34112 | NONE | 501(C)(3) PU | EDUCATIONAL AND OUTREACH PROGRAMS | $35,000 |
| NATIONAL LAWYERS GUILD | |||||||
| 132 NASSAU STREET RM 92 | NEW YORK | NY | 10038 | NONE | 501(C)(3) PU | GENERAL OPERATING | $18,000 |
| OPERATION HOME | |||||||
| 2120 NOISETTE BLVD SUITE | NORTH CHARLESTON | SC | 29405 | NONE | 501(C)(3) PU | WHEELCHAIR RAMP | $15,000 |
| PINE MANOR IMPROVEMENT ASSOCIATION | |||||||
| 5547 10TH AVENUE | FORT MYERS | FL | 33907 | NONE | 501(C)(3) PU | COMMUNITY GARDEN | $16,000 |
| PROJECT DANCE FOUNDATION | |||||||
| 278-H WATAUGA VILLAGE DRI | BOONE | NC | 28607 | NONE | 501(C)(3) PU | HOLIDAY DANCE SHOWCASE | $23,500 |
| SARATOGA WAR HORSE FOUNDATION | |||||||
| PO BOX 461 | SARATOGA SPRINGS | NY | 12866 | NONE | 501(C)(3) PU | GENERAL OPERATING | $25,000 |
| SC RURAL PRESERVATION COMPANY | |||||||
| 36 CHURCH AVENUE | BALLSTON SPA | NY | 12020 | NONE | 501(C)(3) PU | HOMELESS VET PROGRAMS | $10,250 |
| SHELTERS OF SARATOGA | |||||||
| 14 WALWORTH STREET | SARATOGA SPRINGS | NY | 12866 | NONE | 501(C)(3) PU | GENERAL OPERATING | $20,000 |
| SHRINERS HOSPITAL | |||||||
| 604 DOUG MAYES PLACE | CHARLOTTE | NC | 28262 | NONE | 501(C)(3) PU | GENERAL OPERATING | $5,000 |
| SOLDIER'S HEARTIHC | |||||||
| 500 FEDERAL STREET SUITE | TROY | NY | 12180 | NONE | 501(C)(3) PU | SCHOLARSHIPS AND THE HEALING RETREAT | $10,000 |
| SOLIDAGO FOUNDATION | |||||||
| 150 MAIN STREET FLOOR 3 | NORTHHAMPTON | MA | 01060 | NONE | 501(C)(3) PU | CRIMINAL JUSTICE INITIATIVE | $55,250 |
| SOUTH CAROLINA AQUARIUM | |||||||
| 100 AQUARIUM WHARF | CHARLESTON | SC | 29401 | NONE | 501(C)(3) PU | SEA TURTLE RESCUE PROGRAM | $5,000 |
| SPECIAL OLYMPICS SOUTH CAROLINA | |||||||
| 109 OAK PARK DRIVE | IRMO | SC | 29063 | NONE | 501(C)(3) PU | GENERAL OPERATING | $1,000 |
| ST LUKES CHURCH | |||||||
| 73 SOUTH FULLERTON AVENUE | MONTCLAIR | NJ | 07042 | NONE | 501(C)(3) PU | TONI'S KITCHEN | $10,000 |
| START OUT FRESH INTERVENTION ADVOCA | |||||||
| PO BOX 674 | MONTCLAIR | NJ | 07042 | NONE | 501(C)(3) PU | GENERAL OPERATING AND SAFE HOUSE PRO | $11,000 |
| THE CHILDREN'S PLAYHOUSE | |||||||
| 400 TRACY CIRCLE | BOONE | NC | 28607 | NONE | 501(C)(3) PU | RENOVATION AND TOY PURCHASE | $14,000 |
| THE CHRIST SCHOOL | |||||||
| 500 CHRIST SCHOOL ROAD | ARDEN | NC | 28704 | NONE | 501(C)(3) PU | ART; SCHOLARSHIPS; GENERAL SUPPORT; | $60,000 |
| THE EDUCATION FUND | |||||||
| 6713 MAIN STREET 240 | MIAMI LAKES | FL | 33014 | NONE | 501(C)(3) PU | CHALLENGE GRANT | $25,000 |
| THE GREEN HEART PROJECT | |||||||
| 1102 B KING STREET | CHARLESTON | SC | 29403 | NONE | 501(C)(3) PU | GARDEN FOR MITCHELL ELEMENTARY | $5,000 |
| THOMAS ARMOUR YOUTH BALLET | |||||||
| 5818 SW 73RD STREET | MIAMI | FL | 33143 | NONE | 501(C)(3) PU | AFTER-SCHOOL ACADEMIC AND ARTS PROGR | $20,000 |
| UM SYLVESTER COMPREHENSIVE CANCER C | |||||||
| PO BOX 016960 M-867 | MIAMI | FL | 33101 | NONE | 501(C)(3) PU | MEMORIAL GIFT TO OPERATING | $5,000 |
| UNITARIAN UNIVERSALIST CONGREGATION | |||||||
| 67 CHURCH STREET | MONTCLAIR | NJ | 07042 | NONE | 501(C)(3) PU | GENERAL OPERATING | $2,000 |
| UNITED CHRISTIAN CHURCH | |||||||
| PO BOX 288 | LINCOLNVILLE | ME | 04850 | NONE | 501(C)(3) PU | RESTORATION OF COMMUNITY MEETING HOU | $30,000 |
| VILLAGE FOUNDATION OF BLOWING ROCK | |||||||
| PO BOX 2716 | BLOWING ROCK | NC | 28605 | NONE | 501(C)(3) PU | BEAUTIFICATION PROJECT | $13,500 |
| WATERFALL ARTS | |||||||
| 256 HIGH STREET | BELFAST | ME | 04915 | NONE | 501(C)(3) PU | PRINTMAKING STUDIO | $22,000 |
| WESTERN YOUTH NETWORK | |||||||
| 155 WYN WAY | BOONE | NC | 28607 | NONE | 501(C)(3) PU | CHALLENGE GRANT - PROGRAMS | $5,000 |
| WFMU | |||||||
| PO BOX 2011 | JERSEY CITY | NJ | 07303 | NONE | 501(C)(3) PU | GENERAL PROGRAMMING | $5,000 |
| WOMEN'S FUND OF MIAMI-DADE | |||||||
| 3001 PONCE DE LEON BLVD | CORAL GABLES | FL | 33146 | NONE | 501(C)(3) PU | PROGRAMMING AND TRAINING | $44,050 |
| WOMEN'S FUND OF THE BLUE RIDGE | |||||||
| PO BOX 1838 | BOONE | NC | 28607 | NONE | 501(C)(3) PU | MARKETING MATERIALS; GENERAL OPERATI | $26,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,498,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $462,394 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $3,822 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $277,885 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $744,101 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $744,101 | 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 | Yes (true) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PROPERTIES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | 501(C)2 | OrganizationTypeDesc |
| Relationship Description | HELD TITLE TO PROPERTY - DISSOLVED | RelationshipDescriptionTxt |
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 | BAY POINT SCHOOL PROPERTIES INC | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6619 SOUTH DIXIE HIGHWAY 400 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33143 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $4,607,058 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING FEES | $12,943 | $12,943 | |
| BOOKKEEPING FEES | $36,000 | $18,000 | $18,000 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (12 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| COMPUTER SOFTWARE | 2002-05-09 | $1,022 | $1,022 | 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 | $2,649 | $1,634 | S/L | 5.0000 | $529 |
| IPADS | 2012-12-21 | $1,467 | $880 | S/L | 5.0000 | $294 |
| COMPUTER | 2012-04-06 | $569 | $427 | S/L | 5.0000 | $114 |
| ACER MONITOR | 2012-04-06 | $155 | $116 | S/L | 5.0000 | $31 |
| COPIER/PRINTER/SCANNER | 2012-04-06 | $369 | $277 | S/L | 5.0000 | $74 |
| IPAD | 2013-01-14 | $499 | $299 | S/L | 5.0000 | $100 |
| LAPTOPS | 2014-02-05 | $10,615 | $4,069 | S/L | 5.0000 | $2,123 |
| LAPTOP | 2014-03-05 | $1,703 | $624 | S/L | 5.0000 | $341 |
| COMPUTER EQUIPMENT | 2014-07-03 | $3,055 | $917 | S/L | 5.0000 | $611 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORP STOCK & MONEY MARKET FUNDS | StockNm |
| EOY Book Value | $30,367,769 | EOYBookValueAmt |
| EOYFMV | $30,367,769 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | DUE FROM BAY POINT PROPERTIES, INC | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Or Other Basis | $23,877 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $16,256 | AccumulatedDepreciationAmt |
| Book Value | $7,621 | BookValueAmt |
| EOYFMV | $7,621 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $36,221 | LegalFeesAmt |
| Net Investment Income | $18,111 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $18,110 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| BANK CHARGE | $95 | $95 | |
| DUES & SUBSCRIPTIONS | $3,250 | $2,600 | $650 |
| INSURANCE | $1,366 | $1,093 | $273 |
| INTERNET/TELEPHONE SERVICE | $598 | $478 | $120 |
| OFFICE EXPENSE & SUPPLIES | $975 | $780 | $195 |
| REPAIRS & MAINTENANCE | $8,145 | $4,073 | $4,072 |
| POSTAGE | $1,630 | $815 | $815 |
| PAYROLL SERVICE FEE | $1,784 | $892 | $892 |
| OTHER INVESTMENT EXPENSES | $6,529 | $6,529 | |
| STORAGE | $1,548 | $774 | $774 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYALTIES-CITATION OIL & GAS | Desc |
| Revenue And Expenses Per Books | $3,822 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,822 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON FAIR MARKET VALUE | Desc |
| Amt | $878,316 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DONATION PAYABLE | Desc |
| EOY Book Value | $1,025,897 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEE | CategoryTxt |
| Amt | $40,708 | Amt |
| Net Investment Income | $40,708 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX - 2016 | $5,349 | ||
| TAXES OTHER | $286 | $143 | $143 |
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