KENYON FAMILY FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
KENYON FAMILY FOUNDATION (EIN 20-6748048)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-05-09
IRS object ID
201411299349100046
Schema version
2013v3.0
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)
Return2014-05-09T13:51:56-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN061369673PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DEL CONTE HYDE ANNELLO & SCHUCH PCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16 EXECUTIVE DRIVEAddressLine1
CityFARMINGTONCity
StateCTState
ZIP Code060322837ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN206748048EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE KENYON FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlKENYBusinessNameControlTxt
Phone8604342244PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line116 SANDPIPER POINT ROADAddressLine1
CityOLD LYMECity
StateCTState
ZIP Code06371ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRUCE D KENYONPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8604342244PhoneNum
Signature2014-05-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT C LICKWAR JR CPA MSTPreparerPersonNm
PTINP00007208PTIN
Phone8606769020PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$202,955FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$19,688ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$327InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$327InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$16,472DividendsRevAndExpnssAmt
Dividends Net Invst Incm$16,472DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$29,733NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$71,210GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$29,733CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$20OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$20OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$66,240TotalRevAndExpnssAmt
Total Net Invst Incm$46,552TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$900AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$450AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$450AccountingFeesChrtblPrpsAmt
Tot Opr Expenses Rev And Expnss$900TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$450TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$450TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$8,156ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$8,156ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$9,056TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$450TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$8,606TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$57,184ExcessRevenueOverExpensesAmt
Net Investment Income$46,102NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$5,989CashBOYAmt
Cash EOY$31,809CashEOYAmt
Cash EOYFMV$31,809CashEOYFMVAmt
Other Nts And Loans Rcvbl$70OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$70OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$70OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$70OtherNtsAndLoansRcvblEOYFMVAmt
Corporate Stock BOY$126,733CorporateStockBOYAmt
Corporate Stock EOY$139,597CorporateStockEOYAmt
Corporate Stock EOYFMV$153,396CorporateStockEOYFMVAmt
Other Investments BOY$9,833OtherInvestmentsBOYAmt
Other Investments EOY$18,758OtherInvestmentsEOYAmt
Other Investments EOYFMV$16,141OtherInvestmentsEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$1,539OtherAssetsEOYAmt
Other Assets EOYFMV$1,539OtherAssetsEOYFMVAmt
Total Assets BOY$142,625TotalAssetsBOYAmt
Total Assets EOY$191,773TotalAssetsEOYAmt
Total Assets EOYFMV$202,955TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$142,625CapitalStockBOYAmt
Capital Stock EOY$191,773CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$142,625TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$191,773TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$142,625TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$191,773TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$142,625TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$57,184ExcessRevenueOverExpensesAmt
Other Increases$8,605OtherIncreasesAmt
Subtotal$208,414SubtotalAmt
Other Decreases$16,641OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$191,773TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
462.772 SHS ALPINE DYNAMIC FUNDP2013-01-012013-02-06$1,634$1,650-$16-$16
35.214 SHS ALPINE DYNAMIC DIVID FUNDP2012-01-312013-02-06$124$126-$2-$2
3,169.289 SHS ALPINE DYNAMIC DIVID FUNDP2011-01-012013-02-06$11,188$16,059-$4,871-$4,871
2,041 SHS ARES CAPITAL CORP COMP2007-03-162013-09-10$36,097$19,166$16,931$16,931
2,010 SHS NORTHSTAR RLTY FIN CORP COMP2009-02-072013-12-11$21,999$4,476$17,523$17,523
CAPITAL GAINS DIVIDENDSP$168$168$168
FieldValueIRS element (for citing)
Capital Gain Net Income$29,733CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$6,443AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$136,408NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.047233DistributionYr1Rt
Adjusted Qlfy Distri Yr2$2,893AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$113,805NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.025421DistributionYr2Rt
Adjusted Qlfy Distri Yr3$4,756AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$81,895NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.058074DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,541AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$55,230NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.027902DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,331AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$56,945NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.023373DistributionYr5Rt
Total Distribution0.182003TotalDistributionRt
Average Distribution0.036401AverageDistributionRt
Net Vl Noncharitable Assets$195,351NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$7,111AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$461NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$7,572AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$8,606QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$461InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$461SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$461TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$461TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1BRUCE D KENYONBusinessNameLine1
FieldValueIRS element (for citing)
Phone8604342244PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line116 SANDPIPER POINT ROADAddressLine1
CityOLD LYMECity
StateCTState
ZIP Code06371ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
BRUCE D KENYON
16 SANDPIPER POINT ROADOLD LYMECT06371TRUSTEE2.00$0$0$0
BARBARA R KENYON
16 SANDPIPER POINT ROADOLD LYMECT06371TRUSTEE2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$178,635AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$19,691AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$198,326TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$198,326AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,975CashDeemedCharitableAmt
Net Vl Noncharitable Assets$195,351NetVlNoncharitableAssetsAmt
Minimum Investment Return$9,768MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$9,768MinimumInvestmentReturnAmt
Tax Based On Investment Income$461TaxBasedOnInvestmentIncomeAmt
Total Tax$461TotalTaxAmt
Distributable Before Adj$9,307DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$9,307DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$9,307DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$8,606ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$8,606QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$461PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$8,145AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$9,307DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$515ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$515TotalExcessDistributionCyovAmt
Qualifying Distributions$8,606QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$8,606AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$515ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$515ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$186UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerBRUCE D KENYONContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CHILDREN OF GRACE
PO BOX 2394DANVILLECA94506NONEEXEMPT ORGANIZATIONRELIGIOUS AND HUMANITARIAN$456
CROSBY FUND FOR HAITIAN EDUCATION
19 BINNEY ROADOLD LYMECT06371NONEEXEMPT ORGANIZATIONRELIGIOUS AND HUMANITARIAN$3,300
PROVIDENCE UNITED METHODIST CHURCH
2810 PROVIDENCE ROADCHARLOTTENC28211NONEEXEMPT ORGANIZATIONRELIGIOUS AND HUMANITARIAN$2,200
WATER FOR PEOPLE
6666 W QUINCY AVEDENVERCO80235NONEEXEMPT ORGANIZATIONRELIGIOUS AND HUMANITARIAN$2,200
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$8,156TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$327ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$16,472ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Business900000BusinessCd
Unrelated Business Taxbl Incm$20UnrelatedBusinessTaxblIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$29,733ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$20UnrelatedBusinessTaxblIncmAmt
Exclusion$46,532ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$46,552TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1CityContributorUSAddress/CityStateContributorUSAddress/StateZIP CodeContributorUSAddress/ZIPCodeTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionInd
BRUCE D KENYON
116 SANDPIPER POINT ROADOLD LYMECT06371$9,709Yes (X)
BRUCE D KENYON
216 SANDPIPER POINT ROADOLD LYMECT06371$9,979Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
11,002 SHARES NORTHSTAR REALTY FINANCIAL CORP$9,7092013-12-02
21,008 SHARES NORTHSTAR REALTY FINANCIAL CORP$9,9792013-12-08

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$900Amt
Net Investment Income$450NetInvestmentIncomeAmt
Disbursements Charitable Prps$450DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockFIDELITY INVESTMENTSStockNm
EOY Book Value$139,597EOYBookValueAmt
EOYFMV$153,396EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
SANDRIDGE PERMIAN TRUSTAT COST$9,137$5,783
QR ENERGY, LPAT COST$9,621$10,358

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDIVIDENDS RECEIVABLE FROM MUTUAL FUNDSDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$1,539EOYBookValueAmt
EOYFMV$1,539EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescriptionDescriptionAmountAmount
NONDIVIDEND DISTRIBUTIONS$16,265
2012 FEDERAL INCOME TAXES$376

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
FORM K-1 SANDRIDGE PERMIAN TRUST$561$561$561
FORM K-1 SANDRIDGE PERMIAN TRUST-$435-$435-$435
FORM K-1 QR ENERGY, LP-$106-$106-$106

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescriptionDescriptionAmountAmount
LIMITED PARTNERSHIP DISTRIBUTIONS$1,442
BASIS OF ASSETS SOLD$7,163

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