KENYON FAMILY FOUNDATION: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
KENYON FAMILY FOUNDATION (EIN 20-6748048)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-05-09
IRS object ID
201121299349101007
Schema version
2010v3.2
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

FieldValueIRS element (for citing)
Timestamp2011-05-09T11:32:01-05:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

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

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line16 EXECUTIVE DRIVEAddressLine1
CityFARMINGTONCity
StateCTState
ZIP Code060322837ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2010-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN206748048EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE KENYON FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlKENYNameControl
Phone8604342244Phone

US Address USAddress

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

Officer Officer

FieldValueIRS element (for citing)
NameBRUCE D KENYONName
TitleTRUSTEETitle
Phone8604342244Phone
Date Signed2011-05-15DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameROBERT C LICKWAR JR CPA MSTName
Phone8606769020Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY109245FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss19650ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss41InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm41InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss3858DividendsRevAndExpnss
Dividends Net Invst Incm3858DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss15844NetGainSaleAssetsRevAndExpnss
Gross Sales Price28226GrossSalesPrice
Capital Gain Net Incm Net Invst Incm15844CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses39393TotalRevenueAndExpenses
Total Net Investment Income19743TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss1175AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm588AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps587AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss26TaxesRevAndExpnss
Taxes Net Invst Incm26TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss1201TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm614TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps587TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss4360ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps4360ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss5561TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm614TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps4947TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses33832ExcessOfRevenueOverExpenses
Net Investment Income19129NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY5424CashBOY
Cash EOY9301CashEOY
Cash EOYFMV9301CashEOYFMV
Other Notes And Loans Receivable70OtherNotesAndLoansReceivable
Allwnc For Dbtfl Acct Other Rcvbl0AllwncForDbtflAcctOtherRcvbl
Other Notes And Loans Rcvbl BOY70OtherNotesAndLoansRcvblBOY
Other Notes And Loans Rcvbl EOY70OtherNotesAndLoansRcvblEOY
Other Notes And Loans Rcvbl EOYFMV70OtherNotesAndLoansRcvblEOYFMV
Investments Corp Stock BOY77583InvestmentsCorpStockBOY
Investments Corp Stock EOY91903InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV88477InvestmentsCorpStockEOYFMV
Investments Other BOY5396InvestmentsOtherBOY
Investments Other EOY4476InvestmentsOtherEOY
Investments Other EOYFMV11397InvestmentsOtherEOYFMV
Total Assets BOY88473TotalAssetsBOY
Total Assets EOY105750TotalAssetsEOY
Total Assets EOYFMV109245TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY88473CapitalStockBOY
Capital Stock EOY105750CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY0RetainedEarningsBOY
Retained Earnings EOY0RetainedEarningsEOY
Total Net Assets BOY88473TotalNetAssetsBOY
Total Net Assets EOY105750TotalNetAssetsEOY
Total Liabilities Net Assets BOY88473TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY105750TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY88473TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses33832ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal122305Subtotal
Other Decreases16555OtherDecreases
Total Net Assets Fund Balances EOY105750TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredDate AcquiredDateAcquiredDate SoldDateSoldGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLosses
75.911 SHARES ARTISAN INTERNAT'L INVESTORP2005-12-132010-08-1015001914-414-414
1500 SHARES GRAMERCY CAP CORP PFDD2009-03-122010-10-192255935761898318983
250 SHARES PENN WEST ENERGY TRUST SBIP2008-08-152010-01-2941676892-2725-2725
FieldValueIRS element (for citing)
Capital Gain Net Income15844CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year11541QualifyingDistributionsYear1
Noncharitable Assets Year155230NoncharitableAssetsYear1
Distribution Ratio Year10.027902DistributionRatioYear1
Qualifying Distributions Year21331QualifyingDistributionsYear2
Noncharitable Assets Year256945NoncharitableAssetsYear2
Distribution Ratio Year20.023373DistributionRatioYear2
Qualifying Distributions Year36963QualifyingDistributionsYear3
Noncharitable Assets Year359782NoncharitableAssetsYear3
Distribution Ratio Year30.116473DistributionRatioYear3
Qualifying Distributions Year41842QualifyingDistributionsYear4
Noncharitable Assets Year434996NoncharitableAssetsYear4
Distribution Ratio Year40.052635DistributionRatioYear4
Qualifying Distributions Year50QualifyingDistributionsYear5
Noncharitable Assets Year52561NoncharitableAssetsYear5
Distribution Ratio Year50.0DistributionRatioYear5
Total Distribution Ratio0.220383TotalDistributionRatio
Average Distribution Ratio0.044077AverageDistributionRatio
Net Noncharitable Assets81895NetNoncharitableAssets
Adjusted Noncharitable Assets3610AdjustedNoncharitableAssets
One Percent Net Investment Income191OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One3801AdjNonchrtblAssetsAndOnePct
Qualifying Distributions4947QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax191InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal191Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income191TaxBasedOnInvestmentIncome
Total Credits And Payments0TotalCreditsAndPayments
Tax Due191TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10001UnrelatedBusIncomeOver1000
Form990 T Filed1Form990TFiled
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithCTStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1BRUCE D KENYONBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number8604342244BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line116 SANDPIPER POINT ROADAddressLine1
CityOLD LYMECity
StateCTState
ZIP Code06371ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
BRUCE D KENYON
16 SANDPIPER POINT ROADOLD LYMECT06371TRUSTEE2.00000
BARBARA R KENYON
16 SANDPIPER POINT ROADOLD LYMECT06371TRUSTEE2.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities76201AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances6941AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets83142TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets83142AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable1247CashDeemedCharitable
Net Noncharitable Assets81895NetNoncharitableAssets
Minimum Investment Return4095MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return4095MinimumInvestmentReturn
Tax Based On Investment Income191TaxBasedOnInvestmentIncome
Total Tax191TotalTax
Distributable Amount Before Adj3904DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded3904DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted3904DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions4947ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions4947QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm191OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions4756AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted3904DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year32113ExcessDistriCarryoverYear3
Total Excess Distri Carryover2113TotalExcessDistriCarryover
Qualifying Distributions4947QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year3904AppliedToCurrentYear
Remaining Distri From Corpus1043RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus3156TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year3156ExcessDistriCyovToNextYear
Excess From Year32113ExcessFromYear3
Excess From Current Year1043ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerBRUCE D KENYONContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (3 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
CHILDREN OF GRACE
PO BOX 2394DANVILLECA94506NONEEXEMPT ORGANIZATIONRELIGIOUS AND HUMANITARIAN$360
CROSBY FUND FOR HAITIAN EDUCATION
19 BINNEY ROADOLD LYMECT06371NONEEXEMPT ORGANIZATIONRELIGIOUS AND HUMANITARIAN$2,000
PROVIDENCE UNITED METHODIST CHURCH
281 PROVIDENCE ROADCHARLOTTENC28211NONEEXEMPT ORGANIZATIONRELIGIOUS AND HUMANITARIAN$2,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year4360TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$41ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$3,858ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion$15,844ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$19,743ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA19743TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualBRUCE D KENYONContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line116 SANDPIPER POINT ROADAddressLine1
CityOLD LYMECity
StateCTState
ZIP Code06371ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions19650AggregateContributions
Noncash Contribution TypeXNoncashContributionType

Noncash Property NoncashProperty

FieldValueIRS element (for citing)
Contributor Number From Part I1ContributorNumberFromPartI
Noncash Property Description1,500 SHARES GRAMERCY CAPITAL CORP. PFD SER A 8.125% STOCKNoncashPropertyDescription
Fair Market Value19650FairMarketValue
Date Received2010-09-30DateReceived

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
Amount$1,175Amount
Net Investment Income588NetInvestmentIncome
Disbursements Charitable Prps587DisbursementsCharitablePrps

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

FieldValueIRS element (for citing)
Name Of StockFIDELITY INVESTMENTSNameOfStock
EOY Book Value91903EOYBookValue
EOYFMV88477EOYFMV

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

FieldValueIRS element (for citing)
Category Or ItemTEEKAY LNG PARTNERSCategoryOrItem
Listed At Cost Or FMVAT COSTListedAtCostOrFMV
Book Value4476BookValue
EOYFMV11397EOYFMV

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases (2 entries)

DescriptionDescriptionAmountAmount
NONDIVIDEND DISTRIBUTIONS$481
GRAMERCY CAPITAL CORP. STOCK - FAIR MARKET VALUE IN EXCESS OF COST$16,074

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategory
Amount$26Amount
Net Investment Income26NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

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