THE DONALD M KENDALL SR AND SIGRID RVC KENDALL FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
THE DONALD M KENDALL SR AND SIGRID RVC KENDALL FOUNDATION (EIN 46-4355018)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-10-14
IRS object ID
201522879349100507
Schema version
2014v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-10-14T11:33:09-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MAIER MARKEY & JUSTIC LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1222 BLOOMINGDALE ROADSTE 400AddressLine1Txt
CityWHITE PLAINSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10605ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN464355018EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SIGRID RVC KENDALL FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% SIGRID KENDALLInCareOfNm
Business Name ControlSIGRBusinessNameControlTxt
Phone9146449247PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1120 FIELD POINT CIRCLEAddressLine1Txt
CityGREENWICHCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06830ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
Personsigrid kendallPersonNm
Person Titleboard memberPersonTitleTxt
Phone9146449200PhoneNum
Signature2015-08-05SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBERNADETTE H SCHOPFERPreparerPersonNm
PTINP00578448PTIN
Phone9146449200PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,731,240FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1,711InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,711InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$39,738DividendsRevAndExpnssAmt
Dividends Net Invst Incm$39,738DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$4,966,150NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$5,140,529GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$4,966,150CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$5,007,599TotalRevAndExpnssAmt
Total Net Invst Incm$5,007,599TotalNetInvstIncmAmt
Other Prof Fees Rev And Expnss$481OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$481OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$104TaxesRevAndExpnssAmt
Taxes Net Invst Incm$104TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$585TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$585TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$350,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$350,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$350,585TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$585TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$350,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$4,657,014ExcessRevenueOverExpensesAmt
Net Investment Income$5,007,014NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$0SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,770,422SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,770,422SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$5,061,852CorporateStockBOYAmt
Corporate Stock EOY$969,518CorporateStockEOYAmt
Corporate Stock EOYFMV$960,818CorporateStockEOYFMVAmt
Total Assets BOY$5,061,852TotalAssetsBOYAmt
Total Assets EOY$4,739,940TotalAssetsEOYAmt
Total Assets EOYFMV$4,731,240TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$5,061,852RetainedEarningBOYAmt
Retained Earning EOY$4,739,940RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$5,061,852TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,739,940TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,061,852TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,739,940TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,061,852TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$4,657,014ExcessRevenueOverExpensesAmt
Subtotal$9,718,866SubtotalAmt
Other Decreases$4,978,926OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,739,940TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
61,200 PEPSICO INC2000-01-012014-03-11$5,051,892$82,926$4,968,966$4,968,966
871 ISHARES CORE MSCI EMERGING MARKETS ETF2014-12-042014-12-22$41,015$42,949-$1,934-$1,934
1,683 POWERSHARES EMERGING MARKETS SOVEREIGN DEBT2014-12-042014-12-22$47,494$48,504-$1,010-$1,010
CAPITAL GAIN DIVIDENDS$128P
FieldValueIRS element (for citing)
Capital Gain Net Income$4,966,150CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$0AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$68,490NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.0DistributionYr1Rt
Total Distribution0.0TotalDistributionRt
Average Distribution0.0AverageDistributionRt
Net Vl Noncharitable Assets$4,882,700NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$0AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$50,070NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$50,070AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$350,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$50,070InvestmentIncomeExciseTaxAmt
Subtotal$50,070SubtotalAmt
Tax Based On Investment Income$50,070TaxBasedOnInvestmentIncomeAmt
Applied To Es Tax$52,000AppliedToEsTaxAmt
Total Payments And Credits$52,000TotalPaymentsAndCreditsAmt
Overpayment$1,930OverpaymentAmt
Applied To ES Tax$1,930AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1SIGRID KENDALLBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9146449247PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1120 FIELD POINT CIRCLEAddressLine1Txt
CityGREENWICHCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06830ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
DONALD KENDALL JR
120 FIELD POINT CIRCLEGREENWICHCT06830TRUSTEE0$0
SIGRID KENDALL
120 FIELD POINT CIRCLEGREENWICHCT06830TRUSTEE0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$898,261AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$4,058,795AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,957,056TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,957,056AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$74,356CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,882,700NetVlNoncharitableAssetsAmt
Minimum Investment Return$244,135MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$244,135MinimumInvestmentReturnAmt
Tax Based On Investment Income$50,070TaxBasedOnInvestmentIncomeAmt
Total Tax$50,070TotalTaxAmt
Distributable Before Adj$194,065DistributableBeforeAdjAmt
Distributable Before Ded$194,065DistributableBeforeDedAmt
Distributable As Adjusted$194,065DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$350,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$350,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$50,070PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$299,930AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$194,065DistributableAsAdjustedAmt
Undistributed Income PY$3,425UndistributedIncomePYAmt
Prior Year12012PriorYear1Yr
Prior Year22011PriorYear2Yr
Prior Year32010PriorYear3Yr
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$350,000QualifyingDistributionsAmt
Applied To Year1$3,425AppliedToYear1Amt
Applied To Current Year$194,065AppliedToCurrentYearAmt
Remaining Distri From Corpus$152,510RemainingDistriFromCorpusAmt
Total Corpus$152,510TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$152,510ExcessDistriCyovToNextYrAmt
Excess From Year1$0ExcessFromYear1Amt
Excess From Current Year$152,510ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SMART TECH CHALLENGES FOUNDATION
225 BUSH STREET SUITE 1200SAN FRANCISCOCA94104NONEPCGENERAL OPERATING$250,000
Caramoor Center for Music & the Arts Inc
149 Girdle Ridge RoadKatonahNY10536NONEPCGENERAL OPERATING$100,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$350,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$41,449ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$4,966,150ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$5,007,599ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5,007,599TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
PEPSICO INC$0$0
EQUITIES$574,952$566,551
FIXED INCOME$393,859$393,560
INTEREST & DIVIDENDS RECEIVABL$707$707

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
DIFFERENCE BETWEEN COST BASIS & FAIR$0
MARKET VALUE OF DONATED SECURITIES SOLD$4,978,926

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$481Amt
Net Investment Income$481NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$104Amt
Net Investment Income$104NetInvestmentIncomeAmt

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