2014-05-15T17:00:51-05:00 2013-12-31 KWAL & OLIVA PA CPAS 169 E FLAGLER STREET STE 800 MIAMI FL 331311296 990PF 2013-01-01 596204880 THE ETHEL AND W GEORGE KENNEDY FAMILY FOUNDATION INC ETHE 3056666226 6619 S DIXIE HIGHWAY STE 400 MIAMI FL 33143 KATHLEEN KENNEDY-OLSEN MANAGING DIRECTOR 3056666226 2014-05-08 RICHARD M KWAL P00118433 3055774333 2014-05-08 2013 2015-12-30 17:16:21Z X X 28498613 X X 76 76 451769 451769 1338947 6314177 1338947 2370 2370 1793162 1793162 146500 73250 73250 81885 36500 36500 12441 6221 6220 8588 4294 4294 12672 12672 49096 49096 16346 331 330 1349 26261 13131 13130 45940 9188 36752 22325 15544 6781 423403 220227 177257 1057800 1057800 1481203 220227 1235057 311959 1572935 179451 63411 63411 10796 10796 25388773 27370522 27370522 578827 1046742 1046742 18435 12943 6343 5492 5492 1650 1650 1650 26155044 28498613 28498613 8519 8519 0 X 26146525 28498613 26146525 28498613 26155044 28498613 26146525 311959 2040129 28498613 28498613 SEE ATTACHED - CHARLES SCHWAB 3122 P 2013-01-01 2013-12-31 479862 470396 9466 9466 SEE ATTACHED - CHARLES SCHWAB 3122 P 2012-01-01 2013-12-31 864415 787232 77183 77183 SEE ATTACHED - CHARLES SCHWAB 1466 P 2013-01-01 2013-12-31 847682 768964 78718 78718 SEE ATTACHED - CHARLES SCHWAB 1466 P 2012-01-01 2013-12-31 3679748 2948638 731110 731110 1338947 88184 false 1199136 25059986 0.047851 1083727 25095910 0.043183 1026959 24959751 0.041145 926814 22063555 0.042007 997676 23810494 0.041901 0.216087 0.043217 27026404 1168000 15729 1183729 1235057 X 15729 15729 15729 26481 26481 X 10752 10752 false false false false false false false true true FL true false false false false true WWW.KENNEDYFAMILYFDN.ORG KATHLEEN K OLSEN 3056666226 6619 S DIXIE HIGHWAY STE 400 MIAMI FL 33143 false false false false false false false false false false false false false false false false false false false FORREST I MULCAHEY 471 51ST STREET APT 2 BROOKLYN NY 11220 DIRECTOR 2.00 4500 0 0 GUY RIZZO 123 WISTERIA LONGWOOD FL 32779 DIRECTOR 2.00 2000 0 0 KARYN K HERTERICH P O BOX 689 BLOWING ROCK NC 28605 PRESIDENT 15.00 14500 0 0 KATHLEEN KENNEDY-OLSEN 6619 SOUTH DIXIE HIGHWAY 383 MIAMI FL 33143 DIR & SEC/TR 25.00 92000 0 0 KENDEL H KENNEDY 400 HAWSER LANE NAPLES FL 34102 DIR & V.P. 2.00 14500 0 0 KIMBERLY B KENNEDY 349 BURGOYNE ROAD SARATOGA NY 12866 DIR & V.P. 2.00 14500 0 0 MORGAN HERTERICH 16 DUNNEMANN AVENUE CHARLESTON SC 29403 DIRECTOR 2.00 4500 0 0 AMANDA L JACKSON-WILLY 1405 4TH AVENUE NW ARDMORE OK 73401 SENIOR ADM 40.00 81885 NONE N/A 26379647 227180 831147 27437974 27437974 411570 27026404 1351320 1351320 15729 15729 1335591 1335591 1335591 1235057 1235057 15729 1219328 1335591 1143284 1235057 1143284 91773 1243818 KENNEDY FAMILY FOUNDATION 6619 SDIXIE HIGHWAY 400 MIAMI UV 33143 3056666226 FOR MORE INFORMATION VISIT WWW.KENNEDYFAMILYFDN.ORG CRITERIA, GUIDELINES AND APPLICATION PROCEDURAL DETAILS CAN BE PROVIDED UPON RECEIPT OF A LETTER OF INTRODUCTION. FOR MORE INFORMATION VISIT WWW.KENNEDYFAMILYFDN.ORG CRITERIA, GUIDELINES AND APPLICATION PROCEDURAL FOR MORE INFORMATION VISIT WWW.KENNEDYFAMILYFDN.ORG CRITERIA, GUIDELINES AND APPLICATION PROCEDURAL DETAILS CAN BE PROVIDED UPON RECEIPT OF A LETTER OF INTRODUCTION. ACTOR'S PLAYHOUSE 280 MIRACLE MILE CORAL GABLES FL 33134 NONE 501(C)(3) PU SPECIAL PERFORMANCE - AUTISM 12500 ALVIN ALLEY AMERICAN DANCE THEATER 405 WEST 55TH STREET NEW YORK NY 10019 NONE 501(C)(3) PU REVELATIONS EDUCATIONAL OUTREACH 5000 AMERICAN COLLEGE OF THE BUILDING AR 21 MAGAZINE STREET CHARLESTON SC 29401 NONE 501(C)(3) PU DONATION 3000 AMERICAN RED CROSS 335 SW 27TH AVE MIAMI FL 33135 NONE 501(C)(3) PU GENERAL OPERATING 5000 AMERICANS FOR IMMIGRANT JUSTICE 3000 BISCAYNE BLVD SUITE MIAMI FL 33137 NONE 501(C)(3) PU PROTECTING OUR CHIDLREN INITIATIVE 10000 AMPLIFYME 1775 WASHINGTON AVENUE MIAMI BEACH FL 33139 NONE 501(C)(3) PU MEDIA PROGRAMS 15000 APPALACHIAN STATE UNIVERSITY ASU BOX 32014 BOONE NC 28608 NONE 501(C)(3) PU SCHOLARSHIPS 8250 APPALACHIAN WOMEN'S FUND PO BOX 1838 BOONE NC 28607 NONE 501(C)(3) PU GENERAL OPERATING, TRAINING 25600 BLOWING ROCK CARES PO BOX 1203 BLOWING ROCK NC 28605 NONE 501(C)(3) PU FAMILY ASSISTANCE 2000 BLOWING ROCK COMMUNITY FOUNDATION PO BOX 525 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PU TRANSPORTATION 4000 DRANOFF INTERNATIONAL TWO PIANO FOU 3550 BISCAYNE BLVD STE MIAMI FL 33137 NONE 501(C)(3) PU DONATION 5000 EDUCATE TOMORROW 1717 N BAYSHORE DRIVE S MIAMI FL 33132 NONE 501(C)(3) PU STAFFING 20000 ELECTRONIC FRONTIER FOUNDATION 454 SHOTWELL STREET SAN FRANCISCO CA 94110 NONE 501(C)(3) PU DONATION 10000 ENSEMBLE STAGE CO 130 SUNSET DRIVE BLOWING ROCK NC 28605 NONE 501(C)(3) PU ANTI-BULLYING PROGRAMS 1000 EVA'S VILLAGE 393 MAIN STREET PATERSON NJ 07501 NONE 501(C)(3) PU FOOD AND SHELTER PROGRAMS 5000 FAIRCHILD TROPICAL BOTANIC GARDEN 10901 OLD CUTLER RD CORAL GABLES FL 33156 NONE 501(C)(3) PU EDUCATIONAL OUTREACH 7500 FAMILY COUNSELING SERVICE 7412 SUNSET MIAMI FL 33143 NONE 501(C)(3) PU BONDING THERAPY 10000 FEEDING SOUTH FLORIDA 2501 SW 32ND TERRACE PEMBROKE PIINES FL 33023 NONE 501(C)(3) PU GENERAL OPERATING 20000 FLORIDA HEART RESEARCH INSTITUTE 4770 BISCAYNE BLVD MIAMI FL 33137 NONE 501(C)(3) PU DONATION 1000 FRANKLIN COMMUNITY CENTER 10 FRANKLIN STREET SARATOGA SPRINGS NY 12866 NONE 501(C)(3) PU PROJECT LIFT 23500 FREEDOM RIDE 1905 LEE ROAD ORLANDO FL 32810 NONE 501(C)(3) PU DONATION 2000 FRIENDS OF LC BATES MUSEUM PO BOX 159 HINCKLEY ME 04944 NONE 501(C)(3) PU NATURALIST PROGRAM 8000 GOOD GOVERNMENT INITIATIVE 1320 SOUTH DIXIE HWY 91 MIAMI FL 33146 NONE 501(C)(3) PU GENERAL OPERATING 5000 GROUNDSWELL 339 DOUGLASS STREET BROOKLYN NY 11217 NONE 501(C)(3) PU GENERAL PROGRAMMING 1000 HAITIAN NEIGHBORHOOD CENTER SANT L 5000 BISCAYNE BLVD SUIT MIAMI FL 33137 NONE 501(C)(3) PU GENERAL OPERATING 6500 HARRY CHAPIN FOOD BANK 2126 ALICIA STREET FT MYERS FL 33901 NONE 501(C)(3) PU SUPPORT FOR COMMUNITY FOOD PROGRAM 30000 HEARING & SPEECH CENTER OF FLORIDA 9425 SW 72ND STREET STE MIAMI FL 33173 NONE 501(C)(3) PU EARLY CHILDHOOD SCREENING 5400 HOMES FOR ORPHANED PETS EXIST PO BOX 2497 WILTON NY 12831 NONE 501(C)(3) PU ANIMAL CARE 5000 HOSPITALITY HOUSE OF BOONE 302 WEST KING STREET BOONE NC 28607 NONE 501(C)(3) PU PROGRAMS FOR THE HOMELESS 6400 HOUSE OF HOPE 2036 36TH STREET ORLANDO FL 32839 NONE 501(C)(3) PU SUPPORT FOR YOUTH REHABILITATION AND 15000 HUMAN NEEDS FOOD PANTRY 9 LABEL STREET MONTCLAIR NJ 07042 NONE 501(C)(3) PU GENERAL OPERATING 5000 JUNIOR LEAGUE OF MIAMI 713 BILTMORE WAY CORAL GABLES FL 33134 NONE 501(C)(3) PU WOMEN'S SHELTER 5000 KENNEDY CENTER HONORS 2700 F STREET NW WASHINGTON DC 20566 NONE 501(C)(3) PU CONTRIBUTION TO KENNEDY CENTER HONOR 21500 KRISTI HOUSE 1265 NW 12TH AVENUE MIAMI FL 33136 NONE 501(C)(3) PU PROJECT GOLD SAFE HOUSE 20000 LINCOLNVILLE HISTORICAL SOCIETY PO BOX 204 LINCOLNVILLE ME 04849 NONE 501(C)(3) PU CAPITAL CAMPAIGN. 8000 LITTLE BROOK FARM 548 COUNTY RT 13 OLD CHATHAM NY 12136 NONE 501(C)(3) PU GENERAL OPERATING 10000 LIGONIER MINISTRIES 400 TECHNOLOGY PARK DRIVE LAKE MARY FL 32746 NONE 501(C)(3) PU GENERAL OPERATING 25000 MIAMI LIGHT PROJECT PO BOX 1048 MIAMI FL 33137 NONE 501(C)(3) PU EDUCATIONAL OUTREACH 10000 MIAMI MUSEUM OF SCIENCE 3280 SOUTH MIAMI AVE MIAMI FL 33133 NONE 501(C)(3) PU GIRL'S ENGINEERING PROGRAM 15000 MT SINAIWEIN CENTER 4300 ALTON ROAD MIAMI BEACH FL 33140 NONE 501(C)(3) PU ALZHEIMER'S SUPPORT 5000 MUSEUM OF CONTEMPORARY ART 770 NE 125TH ST NORTH MIAMI FL 33161 NONE 501(C)(3) PU SUPPORT FOR ART EDUCATIONAL PROGRAMS 115000 NATIONAL SYMPHONY ORCHESTRA 2700 F STREET NW WASHINGTON DC 20566 NONE 501(C)(3) PU CONTRIBUTION IN SUPPORT OF THE ARTS 28000 NEW TRIBES MISSION 1000 EAST 1ST STREET SANFORD FL 32771 NONE 501(C)(3) PU DONATION 2000 NFTEKIDVENTURES 5901 SW 74TH STREET STE SOUTH MIAMI FL 33143 NONE 501(C)(3) PU PROGRAM EXPANSION 20000 OASIS - A HAVEN FOR WOMEN AND CHILD 59 MILL STREET PATERSON NJ 07501 NONE 501(C)(3) PU GENERAL OPERATING 5000 OASIS SHRINERS TEMPLE CHARLOTTE 604 DOUG MAYES PLACE CHARLOTTE NC 28262 NONE 501(C)(3) PU CHILDREN'S HOSPITAL 1000 OPEN DOOR HEALTH CENTER 1350 SW 4TH STREET HOMESTEAD FL 33030 NONE 501(C)(3) PU DONATION 20000 OUR KIDS PO BOX 010951 MIAMI FL 33101 NONE 501(C)(3) PU TOY DRIVE 5000 PEACEFUL ACRES HORSES 3740 RYNEX CORNERS RD PATTERSONVILLE NY 12137 NONE 501(C)(3) PU RETREATS AND CAPITAL CAMPAIGN 25000 PLANNED PARENTHOOD FEDERATION OF AM 434 W 33RD STREET NEW YORK NY 10001 NONE 501(C)(3) PU DONATION 2000 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 3000 SC RURAL PRESERVATION COMPANY 36 CHURCH AVENUE BALLSTON SPA NY 12020 NONE 501(C)(3) PU HOMELESS VET PROGRAMS 5000 SOLIDAGO FOUNDATION 150 MAIN STREET FLOOR 3 NORTHHAMPTON MA 01060 NONE 501(C)(3) PU CRIMINAL JUSTICE INITIATIVE 12000 SOUTH FLORIDA YOUTH SYMPHONY 12645 SW 114TH AVENUE MIAMI FL 33176 NONE 501(C)(3) PU SCHOLARSHIPS, CAMP AND INSTRUMENTS 10000 ST ANDREWS CHAPEL 514 WALDEN VIEW DRIVE SANFORD FL 32771 NONE 501(C)(3) PU DONATION 25000 SWITCHBOARD OF MIAMI 190 NE 3RD STREET MIAMI FL 33132 NONE 501(C)(3) PU DONATION 5000 SYMPHONY AT CHETOLA PO BOX 2445 BLOWING ROCK NC 28605 NONE 501(C)(3) PU ARTS PROGRAMMING 3500 TEACH FOR AMERICA 3252 NE 1ST AVENUE 212 MIAMI FL 33137 NONE 501(C)(3) PU GENERAL PROGRAMMING 20000 TEMPLE OF THE HIGH COUNTRY 1043 W KING STREET BOONE NC 28607 NONE 501(C)(3) PU DONATION 2500 THE ALBANY ACADEMY 135 ACADEMY RD ALBANY NY 12208 NONE 501(C)(3) PU SCHOLARSHIPS 5000 THE BEEHIVE DESIGN COLLECTIVE 1 ELM STREET MACHIAS ME 04654 NONE 501(C)(3) PU COMMUNITY ART PROJECTS 1000 THE CHRIST SCHOOL 500 CHRIST SCHOOL ROAD ARDEN NC 28704 NONE 501(C)(3) PU ART; SCHOLARSHIPS; GENERAL SUPPORT 12500 THE EDUCATION FUND 900 NE 125TH STREET MIAMI FL 33161 NONE 501(C)(3) PU SUPPLY CENTER AND GENERAL OPERATING 40000 THE SUNDARI FOUNDATION 1514 NW 2ND AVENUE SUITE OVERTOWN FL 33136 NONE 501(C)(3) PU LOTUS HOUSE 20000 THOMAS ARMOUR YOUTH BALLET 5818 SW 73RD STREET SOUTH MIAMI FL 33143 NONE 501(C)(3) PU SATELITE PROGRAMS 20000 TRUE LIFE CHOICE 4314 EDGEWATER DRIVE ORLANDO FL 32804 NONE 501(C)(3) PU GENERAL OPERATING 3000 UNITED ARTS COUNCIL OF COLLIER COUN 501 GOODLETTE ROAD A 210 NAPLES FL 34102 NONE 501(C)(3) PU ARTS PROGRAMS - VISUAL AND MUSICAL 3600 UM DEPARTMENT OF PEDIATRICS 1601 NW 12TH AVENUE MIAMI FL 33136 NONE 501(C)(3) PU MOBILE CLINIC 5000 UNIVERSITY OF MIAMI SCHOOL OF LAW 1311 MILLER DRIVE CORAL GABLES FL 33146 NONE 501(C)(3) PU SUPPORT FOR EDUCATION AND RESEARCH 30000 UNIVERSITY OF MISSISSIPPI FOUNDATIO 406 UNIVERSITY AVENUE OXFORD MS 38655 NONE 501(C)(3) PU MEMORIAL SCHOLARSHIPS - EDUCATION 11000 VOICES FOR CHILDREN FOUNDATION 601 NW 1ST COURT 10 MIAMI FL 33136 NONE 501(C)(3) PU TRANSITIONING YOUTH AND GENERAL OPER 40000 WAKE FOREST BAPTIST MEDICAL CENTER 1 MEDICAL CENTER BLVD WINSTONSALEM NC 27103 NONE 501(C)(3) PU CANCER CENTER 1000 WATERFALL ARTS 256 HIGH STREET BELFAST ME 04915 NONE 501(C)(3) PU PRINTMAKING STUDIO 10000 WATERVLIET UNITED METHODIST CHURCH 1401 FIRST AVENUE WATERVLIET NY 12189 NONE 501(C)(3) PU FOOD PANTRY; GENERAL SUPPORT 5000 WFMU PO BOX 2011 JERSEY CITY NJ 07303 NONE 501(C)(3) PU GENERAL PROGRAMMING 4000 WOMEN'S FUND OF MIAMI-DADE 3001 PONCE DE LEON BLVD CORAL GABLES FL 33146 NONE 501(C)(3) PU PROGRAMMING AND TRAINING 25600 YMCA OF THE TRIANGLE AREA 801 CORPORATE CENTER DRIV RALEIGH NC 27607 NONE 501(C)(3) PU SUMMER CAMP SCHOLARSHIPS 4000 1057800 14 76 14 451769 15 2370 14 1338947 1793162 1793162 false false false false false false false false false true PROPERTIES INC 501(C)(2) HOLDS TITLE TO PROPERTY ACCOUNTING FEES 12672 12672 FORREST I MULCAHEY GUY RIZZO KARYN K HERTERICH KATHLEEN KENNEDY-OLSEN KENDEL H KENNEDY KIMBERLY B KENNEDY MORGAN HERTERICH FURNITURE 2000-07-13 1940 1940 S/L 5.0000 FURNITURE 2000-09-19 2062 2062 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 1022 1022 S/L 3.0000 IMPROVEMENTS 1999-01-01 1470 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 1658 1658 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 2649 44 S/L 5.0000 530 IPADS 2012-12-21 1467 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 AMANDA L JACKSON-WILLY CORP STOCK & MONEY MARKET FUNDS 27370522 27370522 DUE FROM BAY POINT PROPERTIES, INC FMV 1046742 1046742 18435 12943 5492 5492 LEGAL FEES 8588 4294 4294 DEPOSITS 1650 1650 1650 EXPENSES BANK CHARGE 758 758 DUES & SUBSCRIPTIONS 3725 2980 745 INSURANCE 2870 2296 574 INTERNET/TELEPHONE SERVICE 3557 2846 711 OFFICE EXPENSE & SUPPLIES 2889 2311 578 REPAIRS & MAINTENANCE 3359 1680 1679 POSTAGE 2582 1291 1291 PAYROLL SERVICE FEE 2288 1144 1144 STATIONERY & PRINTING 297 238 59 ROYALTIES-CITATION OIL & GAS 2370 2370 UNREALIZED GAIN ON FAIR MARKET VALUE 2040131 ROUNDING ADJUSTMENT -2 FEDERAL EXCISE TAX PAYABLE 8519 INVESTMENT MANAGEMENT FEE 49096 49096 EXCISE TAX - 2013 15685 LICENSES & FEES 216 108 108 TAXES OTHER 445 223 222