KENNEDY FELLOWS ASSOCIATION TR INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- KENNEDY FELLOWS ASSOCIATION TR INC (EIN 03-6080173)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-20
- IRS object ID
- 201203259349100005
- Schema version
- 2011v1.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-20T13:18:47-08:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEWIS BARLETT KLEES PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 41 BROADWAY | AddressLine1 |
| City | MILTON | City |
| State | PA | State |
| ZIP Code | 17847 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 036080173 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENNEDY FELLOWS ASSOCIATION TRUST INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | KENN | NameControl |
| Phone | 4439239136 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 707 N BROADWAY | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21205 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TREASURER | Name |
| Title | TEASURER | Title |
| Phone | 4439239136 | Phone |
| Date Signed | 2012-11-13 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DOUGLAS A WINNER CPA | Name |
| Phone | 5707422613 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 779833 | 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 |
| Dividends Rev And Expnss | 22689 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 22689 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 22689 | DividendsAdjNetIncm |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 50701 | OtherIncomeRevAndExpnss |
| Other Income Adj Net Incm | 50701 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 73390 | TotalRevenueAndExpenses |
| Total Net Investment Income | 22689 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 73390 | TotalAdjustedNetIncome |
| Other Expenses Rev And Expnss | 95 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 95 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 95 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 95 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 0 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 0 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 95 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 95 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 0 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 73295 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 22594 | NetInvestmentIncome |
| Adjusted Net Income | 73390 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investments Other BOY | 587013 | InvestmentsOtherBOY |
| Investments Other EOY | 660308 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 779833 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 587013 | TotalAssetsBOY |
| Total Assets EOY | 660308 | TotalAssetsEOY |
| Total Assets EOYFMV | 779833 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 587013 | UnrestrictedBOY |
| Unrestricted EOY | 660308 | UnrestrictedEOY |
| Total Net Assets BOY | 587013 | TotalNetAssetsBOY |
| Total Net Assets EOY | 660308 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 587013 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 660308 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 587013 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 73295 | ExcessOfRevenueOverExpenses |
| Subtotal | 660308 | Subtotal |
| Total Net Assets Fund Balances EOY | 660308 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions Year1 | 13500 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 734856 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.018371 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 4500 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 562675 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.007998 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 3000 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 598125 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.005016 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 15500 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 688218 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.022522 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 15000 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 577742 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.025963 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.079870 | TotalDistributionRatio |
| Average Distribution Ratio | 0.015974 | AverageDistributionRatio |
| Net Noncharitable Assets | 780638 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 12470 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 226 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 12696 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 0 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 452 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 452 | Subtotal |
| Tax Based On Investment Income | 452 | TaxBasedOnInvestmentIncome |
| Tax Paid Original Return | 0 | TaxPaidOriginalReturn |
| Tax Due | 452 | TaxDue |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | false | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | THOMAS D CHALLMAN MD | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 5708984787 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 358 TIMBERWOOD DRIVE | AddressLine1 |
| City | WINFIELD | City |
| State | PA | State |
| ZIP Code | 17889 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 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 |
|---|---|---|---|---|---|---|---|---|
| BRIAN ROGERS | ||||||||
| C/O 707 N BROADWAY | BALTIMORE | MD | 21205 | Chairman | 0 | 0 | 0 | 0 |
| PAQUALE ACCARDO | ||||||||
| C/O 707 N BROADWAY | BALTIMORE | MD | 21205 | Secretary | 0 | 0 | 0 | 0 |
| THOMAS CHALLMAN | ||||||||
| 358 TIMBERWOOD DRIVE | WINFIELD | PA | 17889 | Treasurer | 0 | 0 | 0 | 0 |
| BRUCE K SHAPIRO | ||||||||
| C/O 707 N BROADWAY | BALTIMORE | MD | 21205 | Director | 0 | 0 | 0 | 0 |
| THOMAS LOCK | ||||||||
| C/O 707 N BROADWAY | BALTIMORE | MD | 21205 | Director | 0 | 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 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 792526 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 792526 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 792526 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 11888 | CashDeemedCharitable |
| Net Noncharitable Assets | 780638 | NetNoncharitableAssets |
| Minimum Investment Return | 39032 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 39032 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 452 | TaxBasedOnInvestmentIncome |
| Total Tax | 452 | TotalTax |
| Distributable Amount Before Adj | 38580 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 38580 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 38580 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 0 | ExpensesAndContributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 38580 | DistributableAmountAsAdjusted |
| Undistributed Income CY | 38580 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Program Service Revenue Part VII ProgramServiceRevenuePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Seminars | Description |
| Related Or Exempt Function Income | 50701 | RelatedOrExemptFunctionIncome |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $22,689 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $22,689 | ExclusionAmount |
| Related Or Exempt Function Income | 50701 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 73390 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumber |
| Relationship Statement | Educational seminars on various medical related issues. | RelationshipStatement |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|
| T Rowe Price Mutual Funds | 197650 | 157826 |
| Legg Mason Value Trust | 462658 | 622007 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Investment management fee | Description |
| Revenue And Expenses Per Books | 95 | RevenueAndExpensesPerBooks |
| Net Investment Income | 95 | NetInvestmentIncome |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Seminars | Description |
| Revenue And Expenses Per Books | 50701 | RevenueAndExpensesPerBooks |
| Adjusted Net Income | 50701 | AdjustedNetIncome |
Comments