THE ETHEL AND W GEORGE KENNEDY: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE ETHEL AND W GEORGE KENNEDY (EIN 59-6204880)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-15
- IRS object ID
- 201411359349102636
- Schema version
- 2013v3.1
- 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
- Accounting Fees Schedule
- Compensation Explanation
- Depreciation Schedule
- Employee Compensation Expln
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets 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 | 2014-05-15T17:00:51-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KWAL & OLIVA PA CPAS | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 169 E FLAGLER STREET STE 800 | AddressLine1 |
| City | MIAMI | City |
| State | FL | State |
| ZIP Code | 331311296 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| Business Name Line2 | FAMILY FOUNDATION INC | BusinessNameLine2 |
| 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 | 6619 S DIXIE HIGHWAY STE 400 | AddressLine1 |
| City | MIAMI | City |
| State | FL | State |
| ZIP Code | 33143 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHLEEN KENNEDY-OLSEN | PersonNm |
| Person Title | MANAGING DIRECTOR | PersonTitleTxt |
| Phone | 3056666226 | PhoneNum |
| Signature | 2014-05-08 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD M KWAL | PreparerPersonNm |
| PTIN | P00118433 | PTIN |
| Phone | 3055774333 | PhoneNum |
| Preparation | 2014-05-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | 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 | $28,498,613 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $76 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $76 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $451,769 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $451,769 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,338,947 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,314,177 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,338,947 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,370 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,370 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,793,162 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,793,162 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $146,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $73,250 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $73,250 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $81,885 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $36,500 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $36,500 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $12,441 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $6,221 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $6,220 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $8,588 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $4,294 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,294 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,672 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,672 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $49,096 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $49,096 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $16,346 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $331 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $330 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,349 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $26,261 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $13,131 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $13,130 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $45,940 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $9,188 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $36,752 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $22,325 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,544 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,781 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $423,403 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $220,227 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $177,257 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,057,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,057,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,481,203 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $220,227 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,235,057 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $311,959 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,572,935 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $179,451 | CashBOYAmt |
| Cash EOY | $63,411 | CashEOYAmt |
| Cash EOYFMV | $63,411 | CashEOYFMVAmt |
| Prepaid Expenses EOY | $10,796 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $10,796 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $25,388,773 | CorporateStockBOYAmt |
| Corporate Stock EOY | $27,370,522 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $27,370,522 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $578,827 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,046,742 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,046,742 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $18,435 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $12,943 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $6,343 | LandBOYAmt |
| Land EOY | $5,492 | LandEOYAmt |
| Land EOYFMV | $5,492 | LandEOYFMVAmt |
| Other Assets BOY | $1,650 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,650 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,650 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $26,155,044 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,498,613 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $28,498,613 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $8,519 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $8,519 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $26,146,525 | UnrestrictedBOYAmt |
| Unrestricted EOY | $28,498,613 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,146,525 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $28,498,613 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,155,044 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $28,498,613 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,146,525 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $311,959 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,040,129 | OtherIncreasesAmt |
| Subtotal | $28,498,613 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $28,498,613 | 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 | 2013-01-01 | 2013-12-31 | $479,862 | $470,396 | $9,466 | $9,466 |
| SEE ATTACHED - CHARLES SCHWAB 3122 | P | 2012-01-01 | 2013-12-31 | $864,415 | $787,232 | $77,183 | $77,183 |
| SEE ATTACHED - CHARLES SCHWAB 1466 | P | 2013-01-01 | 2013-12-31 | $847,682 | $768,964 | $78,718 | $78,718 |
| SEE ATTACHED - CHARLES SCHWAB 1466 | P | 2012-01-01 | 2013-12-31 | $3,679,748 | $2,948,638 | $731,110 | $731,110 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,338,947 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $88,184 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,199,136 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $25,059,986 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047851 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,083,727 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $25,095,910 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043183 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,026,959 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $24,959,751 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.041145 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $926,814 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $22,063,555 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.042007 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $997,676 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $23,810,494 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.041901 | DistributionYr5Rt |
| Total Distribution | 0.216087 | TotalDistributionRt |
| Average Distribution | 0.043217 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $27,026,404 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,168,000 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $15,729 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,183,729 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,235,057 | 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 | $15,729 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $15,729 | SubtotalAmt |
| Tax Based On Investment Income | $15,729 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $26,481 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $26,481 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $10,752 | OverpaymentAmt |
| Applied To ES Tax | $10,752 | 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 | 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 | WWW.KENNEDYFAMILYFDN.ORG | WebsiteAddressTxt |
| Individual With Books | KATHLEEN K 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 | AddressLine1 |
| City | MIAMI | City |
| State | FL | State |
| ZIP Code | 33143 | ZIPCode |
| 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 (7 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| FORREST I MULCAHEY | ||||||||
| 471 51ST STREET APT 2 | BROOKLYN | NY | 11220 | DIRECTOR | 2.00 | $4,500 | $0 | $0 |
| GUY RIZZO | ||||||||
| 123 WISTERIA | LONGWOOD | FL | 32779 | DIRECTOR | 2.00 | $2,000 | $0 | $0 |
| KARYN K HERTERICH | ||||||||
| P O BOX 689 | BLOWING ROCK | NC | 28605 | PRESIDENT | 15.00 | $14,500 | $0 | $0 |
| KATHLEEN KENNEDY-OLSEN | ||||||||
| 6619 SOUTH DIXIE HIGHWAY 383 | MIAMI | FL | 33143 | DIR & SEC/TR | 25.00 | $92,000 | $0 | $0 |
| KENDEL H KENNEDY | ||||||||
| 400 HAWSER LANE | NAPLES | FL | 34102 | DIR & V.P. | 2.00 | $14,500 | $0 | $0 |
| KIMBERLY B KENNEDY | ||||||||
| 349 BURGOYNE ROAD | SARATOGA | NY | 12866 | DIR & V.P. | 2.00 | $14,500 | $0 | $0 |
| MORGAN HERTERICH | ||||||||
| 16 DUNNEMANN AVENUE | CHARLESTON | SC | 29403 | DIRECTOR | 2.00 | $4,500 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMANDA L JACKSON-WILLY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1405 4TH AVENUE NW | AddressLine1 |
| City | ARDMORE | City |
| State | OK | State |
| ZIP Code | 73401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | SENIOR ADM | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $81,885 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $26,379,647 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $227,180 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $831,147 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $27,437,974 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $27,437,974 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $411,570 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $27,026,404 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,351,320 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,351,320 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,729 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,729 | TotalTaxAmt |
| Distributable Before Adj | $1,335,591 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,335,591 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,335,591 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,235,057 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,235,057 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $15,729 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,219,328 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,335,591 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,143,284 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,235,057 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,143,284 | AppliedToYear1Amt |
| Applied To Current Year | $91,773 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $1,243,818 | 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 | AddressLine1 |
| City | MIAMI | City |
| Country | UV | Country |
| Postal Code | 33143 | PostalCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3056666226 | RecipientPhoneNum |
| Form And Info And Materials | FOR MORE INFORMATION VISIT WWW.KENNEDYFAMILYFDN.ORG CRITERIA, GUIDELINES AND APPLICATION PROCEDURAL DETAILS CAN BE PROVIDED UPON RECEIPT OF A LETTER OF INTRODUCTION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | FOR MORE INFORMATION VISIT WWW.KENNEDYFAMILYFDN.ORG CRITERIA, GUIDELINES AND APPLICATION PROCEDURAL | SubmissionDeadlinesTxt |
| Restrictions On Awards | FOR MORE INFORMATION VISIT WWW.KENNEDYFAMILYFDN.ORG CRITERIA, GUIDELINES AND APPLICATION PROCEDURAL DETAILS CAN BE PROVIDED UPON RECEIPT OF A LETTER OF INTRODUCTION. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (87 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACTOR'S PLAYHOUSE | |||||||
| 280 MIRACLE MILE | CORAL GABLES | FL | 33134 | NONE | 501(C)(3) PU | SPECIAL PERFORMANCE - AUTISM | $12,500 |
| ALVIN ALLEY AMERICAN DANCE THEATER | |||||||
| 405 WEST 55TH STREET | NEW YORK | NY | 10019 | NONE | 501(C)(3) PU | REVELATIONS EDUCATIONAL OUTREACH | $5,000 |
| AMERICAN COLLEGE OF THE BUILDING AR | |||||||
| 21 MAGAZINE STREET | CHARLESTON | SC | 29401 | NONE | 501(C)(3) PU | DONATION | $3,000 |
| AMERICAN RED CROSS | |||||||
| 335 SW 27TH AVE | MIAMI | FL | 33135 | NONE | 501(C)(3) PU | GENERAL OPERATING | $5,000 |
| AMERICANS FOR IMMIGRANT JUSTICE | |||||||
| 3000 BISCAYNE BLVD SUITE | MIAMI | FL | 33137 | NONE | 501(C)(3) PU | PROTECTING OUR CHIDLREN INITIATIVE | $10,000 |
| AMPLIFYME | |||||||
| 1775 WASHINGTON AVENUE | MIAMI BEACH | FL | 33139 | NONE | 501(C)(3) PU | MEDIA PROGRAMS | $15,000 |
| APPALACHIAN STATE UNIVERSITY | |||||||
| ASU BOX 32014 | BOONE | NC | 28608 | NONE | 501(C)(3) PU | SCHOLARSHIPS | $8,250 |
| APPALACHIAN WOMEN'S FUND | |||||||
| PO BOX 1838 | BOONE | NC | 28607 | NONE | 501(C)(3) PU | GENERAL OPERATING, TRAINING | $25,600 |
| BLOWING ROCK CARES | |||||||
| PO BOX 1203 | BLOWING ROCK | NC | 28605 | NONE | 501(C)(3) PU | FAMILY ASSISTANCE | $2,000 |
| BLOWING ROCK COMMUNITY FOUNDATION | |||||||
| PO BOX 525 | BLOWING ROCK | NC | 28605 | NONE | 501(C)(3) PU | ANNUAL SPONSORSHIP COMMUNITY DAY | $200 |
| CAMP HAPPY DAYS | |||||||
| 1622 ASHELY HALL ROAD | CHARLESTON | SC | 29407 | NONE | 501(C)(3) PU | CANCER CAMP | $27,000 |
| CAMP TLC | |||||||
| 1 GARRETT PLACE | BRONXVILLE | NY | 10708 | NONE | 501(C)(3) PU | SUMMER CAMP | $20,000 |
| CHARLESTON SYMPHONY ORCHESTRA | |||||||
| 572 SAVANNAH HWY STE 10 | CHARLESTON | SC | 29407 | NONE | 501(C)(3) PU | GENERAL OPERATING | $3,000 |
| CHILDREN'S MUSEUM OF THE LOW COUNTR | |||||||
| 25 ANN ST | CHARLESTON | SC | 29403 | NONE | 501(C)(3) PU | GENERAL OPERATING | $10,000 |
| CHILDREN'S SURVIVAL NETWORK | |||||||
| 5975 SUNSET DRIVE STE 7 | SOUTH MIAMI | FL | 33143 | NONE | 501(C)(3) PU | PARENT CENTER AT THE BARNYARD | $5,000 |
| COCONUT GROVE CARES | |||||||
| 3870 WASHINGTON AVENUE | COCONUT GROVE | FL | 33133 | NONE | 501(C)(3) PU | THE BARNYARD PROGRAMS | $20,000 |
| COMMUNITY HOSPICE FOUNDATION | |||||||
| 179 LAWRENCE STREET | SARATOGA SPRINGS | NY | 12866 | NONE | 501(C)(3) PU | SARATOGA HOSPICE | $10,000 |
| CORAL GABLES MUSEUM | |||||||
| 285 ARAGON AVENUE | CORAL GABLES | FL | 33134 | NONE | 501(C)(3) PU | GENERAL OPERATING | $10,000 |
| 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 STE | MIAMI | FL | 33137 | NONE | 501(C)(3) PU | DONATION | $5,000 |
| EDUCATE TOMORROW | |||||||
| 1717 N BAYSHORE DRIVE S | MIAMI | FL | 33132 | NONE | 501(C)(3) PU | STAFFING | $20,000 |
| ELECTRONIC FRONTIER FOUNDATION | |||||||
| 454 SHOTWELL STREET | SAN FRANCISCO | CA | 94110 | NONE | 501(C)(3) PU | DONATION | $10,000 |
| ENSEMBLE STAGE CO | |||||||
| 130 SUNSET DRIVE | BLOWING ROCK | NC | 28605 | NONE | 501(C)(3) PU | ANTI-BULLYING PROGRAMS | $1,000 |
| EVA'S VILLAGE | |||||||
| 393 MAIN STREET | PATERSON | NJ | 07501 | NONE | 501(C)(3) PU | FOOD AND SHELTER PROGRAMS | $5,000 |
| FAIRCHILD TROPICAL BOTANIC GARDEN | |||||||
| 10901 OLD CUTLER RD | CORAL GABLES | FL | 33156 | NONE | 501(C)(3) PU | EDUCATIONAL OUTREACH | $7,500 |
| FAMILY COUNSELING SERVICE | |||||||
| 7412 SUNSET | MIAMI | FL | 33143 | NONE | 501(C)(3) PU | BONDING THERAPY | $10,000 |
| FEEDING SOUTH FLORIDA | |||||||
| 2501 SW 32ND TERRACE | PEMBROKE PIINES | FL | 33023 | NONE | 501(C)(3) PU | GENERAL OPERATING | $20,000 |
| FLORIDA HEART RESEARCH INSTITUTE | |||||||
| 4770 BISCAYNE BLVD | MIAMI | FL | 33137 | NONE | 501(C)(3) PU | DONATION | $1,000 |
| FRANKLIN COMMUNITY CENTER | |||||||
| 10 FRANKLIN STREET | SARATOGA SPRINGS | NY | 12866 | NONE | 501(C)(3) PU | PROJECT LIFT | $23,500 |
| FREEDOM RIDE | |||||||
| 1905 LEE ROAD | ORLANDO | FL | 32810 | NONE | 501(C)(3) PU | DONATION | $2,000 |
| FRIENDS OF LC BATES MUSEUM | |||||||
| PO BOX 159 | HINCKLEY | ME | 04944 | NONE | 501(C)(3) PU | NATURALIST PROGRAM | $8,000 |
| GOOD GOVERNMENT INITIATIVE | |||||||
| 1320 SOUTH DIXIE HWY 91 | MIAMI | FL | 33146 | NONE | 501(C)(3) PU | GENERAL OPERATING | $5,000 |
| GROUNDSWELL | |||||||
| 339 DOUGLASS STREET | BROOKLYN | NY | 11217 | NONE | 501(C)(3) PU | GENERAL PROGRAMMING | $1,000 |
| HAITIAN NEIGHBORHOOD CENTER SANT L | |||||||
| 5000 BISCAYNE BLVD SUIT | MIAMI | FL | 33137 | NONE | 501(C)(3) PU | GENERAL OPERATING | $6,500 |
| HARRY CHAPIN FOOD BANK | |||||||
| 2126 ALICIA STREET | FT MYERS | FL | 33901 | NONE | 501(C)(3) PU | SUPPORT FOR COMMUNITY FOOD PROGRAM | $30,000 |
| HEARING & SPEECH CENTER OF FLORIDA | |||||||
| 9425 SW 72ND STREET STE | MIAMI | FL | 33173 | NONE | 501(C)(3) PU | EARLY CHILDHOOD SCREENING | $5,400 |
| HOMES FOR ORPHANED PETS EXIST | |||||||
| PO BOX 2497 | WILTON | NY | 12831 | NONE | 501(C)(3) PU | ANIMAL CARE | $5,000 |
| HOSPITALITY HOUSE OF BOONE | |||||||
| 302 WEST KING STREET | BOONE | NC | 28607 | NONE | 501(C)(3) PU | PROGRAMS FOR THE HOMELESS | $6,400 |
| HOUSE OF HOPE | |||||||
| 2036 36TH STREET | ORLANDO | FL | 32839 | NONE | 501(C)(3) PU | SUPPORT FOR YOUTH REHABILITATION AND | $15,000 |
| HUMAN NEEDS FOOD PANTRY | |||||||
| 9 LABEL STREET | MONTCLAIR | NJ | 07042 | NONE | 501(C)(3) PU | GENERAL OPERATING | $5,000 |
| JUNIOR LEAGUE OF MIAMI | |||||||
| 713 BILTMORE WAY | CORAL GABLES | FL | 33134 | NONE | 501(C)(3) PU | WOMEN'S SHELTER | $5,000 |
| KENNEDY CENTER HONORS | |||||||
| 2700 F STREET NW | WASHINGTON | DC | 20566 | NONE | 501(C)(3) PU | CONTRIBUTION TO KENNEDY CENTER HONOR | $21,500 |
| KRISTI HOUSE | |||||||
| 1265 NW 12TH AVENUE | MIAMI | FL | 33136 | NONE | 501(C)(3) PU | PROJECT GOLD SAFE HOUSE | $20,000 |
| 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 | $10,000 |
| LIGONIER MINISTRIES | |||||||
| 400 TECHNOLOGY PARK DRIVE | LAKE MARY | FL | 32746 | NONE | 501(C)(3) PU | GENERAL OPERATING | $25,000 |
| MIAMI LIGHT PROJECT | |||||||
| PO BOX 1048 | MIAMI | FL | 33137 | NONE | 501(C)(3) PU | EDUCATIONAL OUTREACH | $10,000 |
| MIAMI MUSEUM OF SCIENCE | |||||||
| 3280 SOUTH MIAMI AVE | MIAMI | FL | 33133 | NONE | 501(C)(3) PU | GIRL'S ENGINEERING PROGRAM | $15,000 |
| MT SINAIWEIN CENTER | |||||||
| 4300 ALTON ROAD | MIAMI BEACH | FL | 33140 | NONE | 501(C)(3) PU | ALZHEIMER'S SUPPORT | $5,000 |
| MUSEUM OF CONTEMPORARY ART | |||||||
| 770 NE 125TH ST | NORTH MIAMI | FL | 33161 | NONE | 501(C)(3) PU | SUPPORT FOR ART EDUCATIONAL PROGRAMS | $115,000 |
| NATIONAL SYMPHONY ORCHESTRA | |||||||
| 2700 F STREET NW | WASHINGTON | DC | 20566 | NONE | 501(C)(3) PU | CONTRIBUTION IN SUPPORT OF THE ARTS | $28,000 |
| NEW TRIBES MISSION | |||||||
| 1000 EAST 1ST STREET | SANFORD | FL | 32771 | NONE | 501(C)(3) PU | DONATION | $2,000 |
| NFTEKIDVENTURES | |||||||
| 5901 SW 74TH STREET STE | SOUTH MIAMI | FL | 33143 | NONE | 501(C)(3) PU | PROGRAM EXPANSION | $20,000 |
| OASIS - A HAVEN FOR WOMEN AND CHILD | |||||||
| 59 MILL STREET | PATERSON | NJ | 07501 | NONE | 501(C)(3) PU | GENERAL OPERATING | $5,000 |
| OASIS SHRINERS TEMPLE CHARLOTTE | |||||||
| 604 DOUG MAYES PLACE | CHARLOTTE | NC | 28262 | NONE | 501(C)(3) PU | CHILDREN'S HOSPITAL | $1,000 |
| OPEN DOOR HEALTH CENTER | |||||||
| 1350 SW 4TH STREET | HOMESTEAD | FL | 33030 | NONE | 501(C)(3) PU | DONATION | $20,000 |
| OUR KIDS | |||||||
| PO BOX 010951 | MIAMI | FL | 33101 | NONE | 501(C)(3) PU | TOY DRIVE | $5,000 |
| PEACEFUL ACRES HORSES | |||||||
| 3740 RYNEX CORNERS RD | PATTERSONVILLE | NY | 12137 | NONE | 501(C)(3) PU | RETREATS AND CAPITAL CAMPAIGN | $25,000 |
| PLANNED PARENTHOOD FEDERATION OF AM | |||||||
| 434 W 33RD STREET | NEW YORK | NY | 10001 | NONE | 501(C)(3) PU | DONATION | $2,000 |
| RONALD MCDONALD HOUSE CHARLESTON | |||||||
| 81 GADSDEN STREET | CHARLESTON | SC | 29401 | NONE | 501(C)(3) PU | GENERAL OPERATING | $750 |
| SANFORD CRISIS PREGNANCY CENTER | |||||||
| 1002 FRENCH AVENUE | SANFORD | FL | 32771 | NONE | 501(C)(3) PU | GENERAL OPERATING | $3,000 |
| SC RURAL PRESERVATION COMPANY | |||||||
| 36 CHURCH AVENUE | BALLSTON SPA | NY | 12020 | NONE | 501(C)(3) PU | HOMELESS VET PROGRAMS | $5,000 |
| SOLIDAGO FOUNDATION | |||||||
| 150 MAIN STREET FLOOR 3 | NORTHHAMPTON | MA | 01060 | NONE | 501(C)(3) PU | CRIMINAL JUSTICE INITIATIVE | $12,000 |
| SOUTH FLORIDA YOUTH SYMPHONY | |||||||
| 12645 SW 114TH AVENUE | MIAMI | FL | 33176 | NONE | 501(C)(3) PU | SCHOLARSHIPS, CAMP AND INSTRUMENTS | $10,000 |
| ST ANDREWS CHAPEL | |||||||
| 514 WALDEN VIEW DRIVE | SANFORD | FL | 32771 | NONE | 501(C)(3) PU | DONATION | $25,000 |
| SWITCHBOARD OF MIAMI | |||||||
| 190 NE 3RD STREET | MIAMI | FL | 33132 | NONE | 501(C)(3) PU | DONATION | $5,000 |
| SYMPHONY AT CHETOLA | |||||||
| PO BOX 2445 | BLOWING ROCK | NC | 28605 | NONE | 501(C)(3) PU | ARTS PROGRAMMING | $3,500 |
| TEACH FOR AMERICA | |||||||
| 3252 NE 1ST AVENUE 212 | MIAMI | FL | 33137 | NONE | 501(C)(3) PU | GENERAL PROGRAMMING | $20,000 |
| TEMPLE OF THE HIGH COUNTRY | |||||||
| 1043 W KING STREET | BOONE | NC | 28607 | NONE | 501(C)(3) PU | DONATION | $2,500 |
| THE ALBANY ACADEMY | |||||||
| 135 ACADEMY RD | ALBANY | NY | 12208 | NONE | 501(C)(3) PU | SCHOLARSHIPS | $5,000 |
| THE BEEHIVE DESIGN COLLECTIVE | |||||||
| 1 ELM STREET | MACHIAS | ME | 04654 | NONE | 501(C)(3) PU | COMMUNITY ART PROJECTS | $1,000 |
| THE CHRIST SCHOOL | |||||||
| 500 CHRIST SCHOOL ROAD | ARDEN | NC | 28704 | NONE | 501(C)(3) PU | ART; SCHOLARSHIPS; GENERAL SUPPORT | $12,500 |
| THE EDUCATION FUND | |||||||
| 900 NE 125TH STREET | MIAMI | FL | 33161 | NONE | 501(C)(3) PU | SUPPLY CENTER AND GENERAL OPERATING | $40,000 |
| THE SUNDARI FOUNDATION | |||||||
| 1514 NW 2ND AVENUE SUITE | OVERTOWN | FL | 33136 | NONE | 501(C)(3) PU | LOTUS HOUSE | $20,000 |
| THOMAS ARMOUR YOUTH BALLET | |||||||
| 5818 SW 73RD STREET | SOUTH MIAMI | FL | 33143 | NONE | 501(C)(3) PU | SATELITE PROGRAMS | $20,000 |
| TRUE LIFE CHOICE | |||||||
| 4314 EDGEWATER DRIVE | ORLANDO | FL | 32804 | NONE | 501(C)(3) PU | GENERAL OPERATING | $3,000 |
| UNITED ARTS COUNCIL OF COLLIER COUN | |||||||
| 501 GOODLETTE ROAD A 210 | NAPLES | FL | 34102 | NONE | 501(C)(3) PU | ARTS PROGRAMS - VISUAL AND MUSICAL | $3,600 |
| UM DEPARTMENT OF PEDIATRICS | |||||||
| 1601 NW 12TH AVENUE | MIAMI | FL | 33136 | NONE | 501(C)(3) PU | MOBILE CLINIC | $5,000 |
| UNIVERSITY OF MIAMI SCHOOL OF LAW | |||||||
| 1311 MILLER DRIVE | CORAL GABLES | FL | 33146 | NONE | 501(C)(3) PU | SUPPORT FOR EDUCATION AND RESEARCH | $30,000 |
| UNIVERSITY OF MISSISSIPPI FOUNDATIO | |||||||
| 406 UNIVERSITY AVENUE | OXFORD | MS | 38655 | NONE | 501(C)(3) PU | MEMORIAL SCHOLARSHIPS - EDUCATION | $11,000 |
| VOICES FOR CHILDREN FOUNDATION | |||||||
| 601 NW 1ST COURT 10 | MIAMI | FL | 33136 | NONE | 501(C)(3) PU | TRANSITIONING YOUTH AND GENERAL OPER | $40,000 |
| WAKE FOREST BAPTIST MEDICAL CENTER | |||||||
| 1 MEDICAL CENTER BLVD | WINSTONSALEM | NC | 27103 | NONE | 501(C)(3) PU | CANCER CENTER | $1,000 |
| WATERFALL ARTS | |||||||
| 256 HIGH STREET | BELFAST | ME | 04915 | NONE | 501(C)(3) PU | PRINTMAKING STUDIO | $10,000 |
| WATERVLIET UNITED METHODIST CHURCH | |||||||
| 1401 FIRST AVENUE | WATERVLIET | NY | 12189 | NONE | 501(C)(3) PU | FOOD PANTRY; GENERAL SUPPORT | $5,000 |
| WFMU | |||||||
| PO BOX 2011 | JERSEY CITY | NJ | 07303 | NONE | 501(C)(3) PU | GENERAL PROGRAMMING | $4,000 |
| WOMEN'S FUND OF MIAMI-DADE | |||||||
| 3001 PONCE DE LEON BLVD | CORAL GABLES | FL | 33146 | NONE | 501(C)(3) PU | PROGRAMMING AND TRAINING | $25,600 |
| YMCA OF THE TRIANGLE AREA | |||||||
| 801 CORPORATE CENTER DRIV | RALEIGH | NC | 27607 | NONE | 501(C)(3) PU | SUMMER CAMP SCHOLARSHIPS | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,057,800 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $76 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $451,769 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $2,370 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,338,947 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,793,162 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,793,162 | 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | 501(C)(2) | OrganizationTypeDesc |
| Relationship Description | HOLDS TITLE TO PROPERTY | RelationshipDescriptionTxt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $12,672 | Amt |
| Net Investment Income | $12,672 | NetInvestmentIncomeAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (7 entries)
| FORREST I MULCAHEY |
| GUY RIZZO |
| KARYN K HERTERICH |
| KATHLEEN KENNEDY-OLSEN |
| KENDEL H KENNEDY |
| KIMBERLY B KENNEDY |
| MORGAN HERTERICH |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (19 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| FURNITURE | 2000-07-13 | $1,940 | $1,940 | S/L | 5.0000 | |
| FURNITURE | 2000-09-19 | $2,062 | $2,062 | S/L | 5.0000 | |
| FURNITURE | 2000-11-02 | $277 | $277 | S/L | 5.0000 | |
| FURNITURE | 2000-12-05 | $277 | $277 | S/L | 5.0000 | |
| COMPUTER SOFTWARE | 2002-05-09 | $1,022 | $1,022 | S/L | 3.0000 | |
| IMPROVEMENTS | 1999-01-01 | $1,470 | $514 | S/L | 40.0000 | $37 |
| OFFICE FURNITURE | 2002-07-24 | $870 | $870 | S/L | 7.0000 | |
| OFFICE FURNITURE | 2002-10-15 | $984 | $984 | S/L | 7.0000 | |
| CONFERENCE TABLE, CREDENZA JC WH | 2001-05-17 | $1,658 | $1,658 | S/L | 10.0000 | |
| COMPUTER SOFTWARE | 2006-09-21 | $864 | $864 | S/L | 3.0000 | |
| BACK-UP SYSTEM PC SO | 2008-06-24 | $910 | $819 | S/L | 5.0000 | $91 |
| COFFEE MAKER | 2011-04-25 | $223 | $74 | S/L | 5.0000 | $45 |
| IPADS | 2012-12-12 | $2,649 | $44 | S/L | 5.0000 | $530 |
| IPADS | 2012-12-21 | $1,467 | S/L | 5.0000 | $293 | |
| COMPUTER | 2012-04-06 | $569 | $85 | S/L | 5.0000 | $114 |
| ACER MONITOR | 2012-04-06 | $155 | $23 | S/L | 5.0000 | $31 |
| COPIER/PRINTER/SCANNER | 2012-04-06 | $369 | $55 | S/L | 5.0000 | $74 |
| PRINTER | 2012-04-06 | $170 | $26 | S/L | 5.0000 | $34 |
| IPAD | 2013-01-14 | $499 | S/L | 5.0000 | $100 |
Employee Compensation Expln EmployeeCompensationExpln
Employee Comp Explanation EmployeeCompExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Employee | AMANDA L JACKSON-WILLY | EmployeeNm |
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 | $27,370,522 | EOYBookValueAmt |
| EOYFMV | $27,370,522 | 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 |
| Book Value | $1,046,742 | BookValueAmt |
| EOYFMV | $1,046,742 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Or Other Basis | $18,435 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $12,943 | AccumulatedDepreciationAmt |
| Book Value | $5,492 | BookValueAmt |
| EOYFMV | $5,492 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $8,588 | LegalFeesAmt |
| Net Investment Income | $4,294 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,294 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPOSITS | Desc |
| BOY Book Value | $1,650 | BOYBookValueAmt |
| EOY Book Value | $1,650 | EOYBookValueAmt |
| EOYFMV | $1,650 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| BANK CHARGE | $758 | $758 | |
| DUES & SUBSCRIPTIONS | $3,725 | $2,980 | $745 |
| INSURANCE | $2,870 | $2,296 | $574 |
| INTERNET/TELEPHONE SERVICE | $3,557 | $2,846 | $711 |
| OFFICE EXPENSE & SUPPLIES | $2,889 | $2,311 | $578 |
| REPAIRS & MAINTENANCE | $3,359 | $1,680 | $1,679 |
| POSTAGE | $2,582 | $1,291 | $1,291 |
| PAYROLL SERVICE FEE | $2,288 | $1,144 | $1,144 |
| STATIONERY & PRINTING | $297 | $238 | $59 |
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 | $2,370 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,370 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| UNREALIZED GAIN ON FAIR MARKET VALUE | $2,040,131 |
| ROUNDING ADJUSTMENT | -$2 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX PAYABLE | Desc |
| BOY Book Value | $8,519 | BOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEE | CategoryTxt |
| Amt | $49,096 | Amt |
| Net Investment Income | $49,096 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX - 2013 | $15,685 | ||
| LICENSES & FEES | $216 | $108 | $108 |
| TAXES OTHER | $445 | $223 | $222 |
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