BARBARA AND GIL KEMP FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- BARBARA AND GIL KEMP FOUNDATION INC (EIN 20-3834827)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-15
- IRS object ID
- 201323199349101917
- Schema version
- 2012v2.1
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-15T15:51:38-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420714325 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1185 AVENUE OF THE AMERICAS | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100362602 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203834827 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BARBARA AND GIL KEMP FOUNDATION INC | BusinessNameLine1 |
| Business Name Line2 | C/O MCGLADREY LLP | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BARB | NameControl |
| Phone | 9144725294 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1185 AVENUE OF THE AMERICAS NO 8-FL | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100362602 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BARBARA KEMP | Name |
| Title | VICE PRESIDENT | Title |
| Phone | 9144725294 | Phone |
| Date Signed | 2013-11-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARTIN GREIF | Name |
| PTIN | P00029738 | PTIN |
| Phone | 2123721000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 13400318 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 10321 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 10321 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 26914 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 26914 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 9220560 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 10201296 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 7201688 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 103018 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 0 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 9360813 | TotalRevenueAndExpenses |
| Total Net Investment Income | 7238923 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 13500 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 6750 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 6750 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 691140 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 6550 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 711190 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 6750 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 6750 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 944045 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 944045 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1655235 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 6750 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 950795 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 7705578 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 7232173 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 17936 | CashBOY |
| Cash EOY | 3818530 | CashEOY |
| Cash EOYFMV | 3818530 | CashEOYFMV |
| Investments Other BOY | 2339587 | InvestmentsOtherBOY |
| Investments Other EOY | 6244571 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 9581788 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 2357523 | TotalAssetsBOY |
| Total Assets EOY | 10063101 | TotalAssetsEOY |
| Total Assets EOYFMV | 13400318 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 2357523 | RetainedEarningsBOY |
| Retained Earnings EOY | 10063101 | RetainedEarningsEOY |
| Total Net Assets BOY | 2357523 | TotalNetAssetsBOY |
| Total Net Assets EOY | 10063101 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2357523 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 10063101 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2357523 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 7705578 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 10063101 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 10063101 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| SALE OF PARTNERSHIP INTEREST-TRIAD CATALOG | P | 2007-11-01 | 2012-12-31 | 10191950 | 2999381 | 7192569 | 7192569 |
| THRU K-1 TRIAD CATALOG CO LLC | P | 2007-11-01 | 2012-12-31 | -227 | -227 | ||
| CAPITAL GAINS DIVIDENDS | P | 9346 | 9346 | 9346 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 7201688 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 381487 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 7052914 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.054089 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 441178 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 4975885 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.088663 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 684154 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 3475271 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.196863 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1332 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 3760164 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.000354 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 454138 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 6467642 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.070217 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.410186 | TotalDistributionRatio |
| Average Distribution Ratio | 0.082037 | AverageDistributionRatio |
| Net Noncharitable Assets | 8547923 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 701246 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 72322 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 773568 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 950795 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 72322 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 72322 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 72322 | TaxBasedOnInvestmentIncome |
| Tax Paid With Extension | 200000 | TaxPaidWithExtension |
| Total Credits And Payments | 200000 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 4 | PenaltyForUnderpayment |
| Overpayment | 127674 | Overpayment |
| Amount Credited To Next Year | 127674 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 1 | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | 1 | Form990TFiled |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | NY | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GILES AND BARBARA KEMP | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 9144725294 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O MCGLADREY-1185 AVE OF AMERICAS | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 1 | BusinessHoldings |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| GILES K KEMP | ||||||||
| 1185 AVENUE OF THE AMERICAS 19-FL | NEW YORK | NY | 10036 | PRESIDENT | 0.00 | 0 | 0 | 0 |
| BARBARA G KEMP | ||||||||
| 1185 AVENUE OF THE AMERICAS 19-FL | NEW YORK | NY | 10036 | VICE PRESIDENT | 0.00 | 0 | 0 | 0 |
| REBECCA L KEMP | ||||||||
| 1185 AVENUE OF THE AMERICAS 19-FL | NEW YORK | NY | 10036 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| DAVID G KEMP | ||||||||
| 1185 AVENUE OF THE AMERICAS 19-FL | NEW YORK | NY | 10036 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 591375 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 2826719 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 5260000 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 8678094 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 8678094 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 130171 | CashDeemedCharitable |
| Net Noncharitable Assets | 8547923 | NetNoncharitableAssets |
| Minimum Investment Return | 427396 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 427396 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 72322 | TaxBasedOnInvestmentIncome |
| Income Tax For This Year | 548 | IncomeTaxForThisYear |
| Total Tax | 72870 | TotalTax |
| Distributable Amount Before Adj | 354526 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 354526 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 354526 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 950795 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 950795 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 72322 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 878473 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 354526 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year3 | 462509 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 441192 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 381487 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 1285188 | TotalExcessDistriCarryover |
| Qualifying Distributions | 950795 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 354526 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 596269 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 1881457 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1881457 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 462509 | ExcessFromYear3 |
| Excess From Year2 | 441192 | ExcessFromYear2 |
| Excess From Year1 | 381487 | ExcessFromYear1 |
| Excess From Current Year | 596269 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GILES K KEMP | ContributingManager |
| Contributing Manager | BARBARA G KEMP | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (13 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| EAST MEETS WEST | |||||||
| 1611 TELEGRAPH AVE SUITE 1420 | OAKLAND | CA | 94612 | NONE | PUBLIC CHARITY | SUPPORT | $290,629 |
| HARVARD BUSINESS SCHOOL | |||||||
| SOLDIERS FIELD ROAD | BOSTON | MA | 02163 | NONE | PUBLIC CHARITY | SUPPORT | $25,000 |
| FLORIDA UNITED WAY | |||||||
| 307-B EAST 7TH AVENUE | TALLAHASSEE | FL | 32303 | NONE | PUBLIC CHARITY | SUPPORT | $50,000 |
| OCCIDENTAL COLLEGE | |||||||
| 1600 CAMPUS ROAD M-33 | LOS ANGELES | CA | 90341 | NONE | PUBLIC CHARITY | SUPPORT | $100,000 |
| SWARTHMORE COLLEGE | |||||||
| 500 COLLEGE AVENUE | SWARTHMORE | PA | 19081 | NONE | PUBLIC CHARITY | SUPPORT | $250,000 |
| THRU K-1 TRIAD CATALOG CO LLC | |||||||
| 1100 N LINDBERGH | ST LOUIS | MO | 63132 | NONE | PUBLIC CHARITY | SUPPORT | $658 |
| THRU K-1 SOFT SURROUNDINGS HOLDINGS LLC | |||||||
| 1100 N LINDBERGH | ST LOUIS | MO | 63132 | NONE | PUBLIC CHARITY | SUPPORT | $258 |
| YALE UNIVERSITY | |||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | NONE | PUBLIC CHARITY | SUPPORTSUPPORT | $25,000 |
| NEHRLING SOCIETY INC | |||||||
| PO BOX 884 | GOTHA | FL | 34734 | NONE | PUBLIC CHARITY | SUPPORT | $1,000 |
| GARDEN THEATRE | |||||||
| 160 WEST PLANT STREET | WINTER GARDEN | FL | 34787 | NONE | PUBLIC CHARITY | SUPPORT | $1,000 |
| RESOURCES FOR CHILDREN WITH SPECIAL NEEDS INC | |||||||
| 116 EAST 16TH STREET 5TH FL | NEW YORK | NY | 10003 | NONE | PUBLIC CHARITY | SUPPORT | $500 |
| LET'S GET READY | |||||||
| 50 BROADWAY 25TH FL | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | SUPPORT | $150,000 |
| SCARSDALE EDUCATION FOUNDATION | |||||||
| PO BOX 542 | SCARSDALE | NY | 10583 | NONE | PUBLIC CHARITY | SUPPORT | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 944045 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $10,321 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $26,914 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $9,220,560 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Unrelated Business IncomeUnrelatedBusinessIncomeAmount |
|---|---|---|
| TRIAD CATALOG CO LLC | 448000 | -$37,078 |
| SOFT SURROUNDINGS HOLDINGS LLC | 448000 | $140,096 |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $103,018 | UnrelatedBusinessIncomeAmount |
| Exclusion | $9,257,795 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 9360813 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | Category |
| Amount | $13,500 | Amount |
| Net Investment Income | 6750 | NetInvestmentIncome |
| Disbursements Charitable Prps | 6750 | DisbursementsCharitablePrps |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (3 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| TRIAD CATALOG CO LLC | AT COST | 0 | 0 |
| SOFT SURROUNDINGS HOLDINGS LLC | AT COST | 1998075 | 5260000 |
| JPMORGAN CHASE-7002 | AT COST | 4246496 | 4321788 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| THRU K-1 TRIAD CATALOG CO LLC-NON DEDUCTIBLE | 5343 | 0 | 0 |
| BANK CHARGES AND FEES | 134 | 0 | 0 |
| THRU K-1 SOFT SURROUNDINGS LLC-NON DEDUCTIBLE | 1073 | 0 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| TRIAD CATALOG CO LLC | -37078 | 0 | -37078 |
| SOFT SURROUNDINGS HOLDINGS LLC | 140096 | 0 | 140096 |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| MO STATE TAXES | $99,435 | 0 | 0 |
| FEDERAL INCOME TAXES | $591,205 | 0 | 0 |
| NYS DEPARTMENT OF LAW | $500 | 0 | 0 |
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