KEENY FAMILY FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- KEENY FAMILY FOUNDATION INC (EIN 47-1070050)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-06
- IRS object ID
- 202630969349100618
- Schema version
- 2025v4.0
- 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
- Legal Fees Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-06T09:48:36-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 231518888 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAILLIE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 WILLOWBROOK LANE SUITE 624 | AddressLine1Txt |
| City | WEST CHESTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19382 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 471070050 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEENY FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KEEN | BusinessNameControlTxt |
| Phone | 8778295500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1171 DUNSINANE HILL | AddressLine1Txt |
| City | CHESTER SPRINGS | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19425 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN KEENY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8778295500 | PhoneNum |
| Signature | 2026-03-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EDWARD FRONCZKOWSKI CPA | PreparerPersonNm |
| PTIN | P01259092 | PTIN |
| Phone | 6106964353 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $749,072 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,300 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $4,859 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,859 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $218,910 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $597,629 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $218,910 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $225,069 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $223,769 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $478 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $120 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $358 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,265 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,816 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,449 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,423 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,423 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,166 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,359 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,807 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $281,434 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $281,434 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $292,600 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,359 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $287,241 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$67,531 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $218,410 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $18,020 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,003 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,003 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $422,819 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $359,305 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $735,069 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $440,839 | TotalAssetsBOYAmt |
| Total Assets EOY | $373,308 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $749,072 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $440,839 | RetainedEarningBOYAmt |
| Retained Earning EOY | $373,308 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $440,839 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $373,308 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $440,839 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $373,308 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $440,839 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$67,531 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $373,308 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $373,308 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (39 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| HEICO CORP NEW CLASS A | P | 2023-12-31 | 2025-01-07 | $23,760 | $13,677 | $10,083 | $10,083 |
| MASTERCARD INC CLASS A | P | 2023-12-31 | 2025-01-07 | $38,492 | $20,697 | $17,795 | $17,795 |
| MOODYS CORP | P | 2023-12-31 | 2025-01-07 | $20,157 | $11,914 | $8,243 | $8,243 |
| TYLER TECHNOLOGIES INC | P | 2023-12-31 | 2025-01-07 | $20,641 | $11,560 | $9,081 | $9,081 |
| VISA INC CLASS A | P | 2023-12-31 | 2025-01-07 | $31,852 | $18,753 | $13,099 | $13,099 |
| WATSCO INC | P | 2023-12-31 | 2025-01-07 | $21,957 | $11,877 | $10,080 | $10,080 |
| ADOBE INC | P | 2023-12-31 | 2025-01-28 | $18,885 | $10,869 | $8,016 | $8,016 |
| MOODYS CORP | P | 2023-12-31 | 2025-01-28 | $21,079 | $12,374 | $8,705 | $8,705 |
| ROPER TECHNOLOGIES INC | P | 2023-12-31 | 2025-01-28 | $3,996 | $2,697 | $1,299 | $1,299 |
| WEST PHARMACEUTICAL SVCS | P | 2025-01-01 | 2025-01-28 | $3,640 | $3,446 | $194 | $194 |
| WEST PHARMACEUTICAL SVCS | P | 2023-12-31 | 2025-01-28 | $4,063 | $3,446 | $617 | $617 |
| COSTCO WHSL CORP NEW | P | 2023-12-31 | 2025-01-30 | $35,983 | $24,017 | $11,966 | $11,966 |
| MASTERCARD INC CLASS A | P | 2023-12-31 | 2025-02-21 | $4,202 | $2,246 | $1,956 | $1,956 |
| TYLER TECHNOLOGIES INC | P | 2023-12-31 | 2025-02-21 | $3,435 | $1,903 | $1,532 | $1,532 |
| VISA INC CLASS A | P | 2023-12-31 | 2025-02-21 | $3,054 | $1,762 | $1,292 | $1,292 |
| WEST PHARMACEUTICAL SVCS | P | 2023-12-31 | 2025-02-21 | $12,856 | $20,573 | -$7,717 | -$7,717 |
| ADOBE INC | P | 2023-12-31 | 2025-02-26 | $11,539 | $6,625 | $4,914 | $4,914 |
| MASTERCARD INC CLASS A | P | 2023-12-31 | 2025-02-26 | $21,845 | $11,684 | $10,161 | $10,161 |
| TYLER TECHNOLOGIES INC | P | 2023-12-31 | 2025-02-26 | $18,706 | $10,407 | $8,299 | $8,299 |
| VISA INC CLASS A | P | 2023-12-31 | 2025-02-26 | $18,032 | $10,429 | $7,603 | $7,603 |
| ADOBE INC | P | 2023-12-31 | 2025-03-12 | $7,656 | $4,399 | $3,257 | $3,257 |
| ALPHABET INC CLASS C | P | 2023-12-31 | 2025-03-12 | $6,131 | $4,167 | $1,964 | $1,964 |
| AMAZON.COM INC | P | 2023-12-31 | 2025-03-12 | $12,416 | $7,923 | $4,493 | $4,493 |
| ASML HLDG N V F | P | 2023-12-31 | 2025-03-12 | $8,152 | $6,973 | $1,179 | $1,179 |
| BERKSHIRE HATHAWAY CLASS B | P | 2023-12-31 | 2025-03-12 | $17,609 | $12,428 | $5,181 | $5,181 |
| ALPHABET INC CLASS C | P | 2023-12-31 | 2025-05-08 | $17,031 | $11,819 | $5,212 | $5,212 |
| ADOBE INC | P | 2023-12-31 | 2025-07-08 | $6,467 | $3,804 | $2,663 | $2,663 |
| ALPHABET INC CLASS C | P | 2023-12-31 | 2025-07-08 | $6,747 | $4,475 | $2,272 | $2,272 |
| MOODYS CORP | P | 2023-12-31 | 2025-07-08 | $21,536 | $12,603 | $8,933 | $8,933 |
| ADOBE INC | P | 2023-12-31 | 2025-09-05 | $37,006 | $22,212 | $14,794 | $14,794 |
| UFP TECHNOLOGIES INC | P | 2023-12-31 | 2025-09-12 | $16,029 | $13,168 | $2,861 | $2,861 |
| HEICO CORP NEW CLASS A | P | 2023-12-31 | 2025-09-24 | $6,785 | $3,752 | $3,033 | $3,033 |
| MASTERCARD INC CLASS A | P | 2023-12-31 | 2025-09-24 | $10,784 | $5,755 | $5,029 | $5,029 |
| S&P GLOBAL INC | P | 2023-12-31 | 2025-09-24 | $6,423 | $4,975 | $1,448 | $1,448 |
| TYLER TECHNOLOGIES INC | P | 2023-12-31 | 2025-09-24 | $9,358 | $5,299 | $4,059 | $4,059 |
| VISA INC CLASS A | P | 2023-12-31 | 2025-09-24 | $8,808 | $5,111 | $3,697 | $3,697 |
| ROPER TECHNOLOGIES INC | P | 2023-12-31 | 2025-11-10 | $28,040 | $20,135 | $7,905 | $7,905 |
| ALPHABET INC CLASS C | P | 2023-12-31 | 2025-12-02 | $13,650 | $7,926 | $5,724 | $5,724 |
| ADOBE INC | P | 2023-12-31 | 2025-01-07 | $18,827 | $10,839 | $7,988 | $7,988 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $218,910 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,036 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,036 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,036 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,636 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,636 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,400 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JOHN KEENY | IndividualWithBooksNm |
| Phone | 6103637171 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1171 DUNSINANE HILL | AddressLine1Txt |
| City | CHESTER SPRINGS | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19425 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOHN R KEENY | ||||||||
| 1171 DUNSINANE HILL | CHESTER SPRINGS | PA | 19425 | PRESIDENT AND TREASURER | 1.00 | $0 | $0 | $0 |
| LINDA N KEENY | ||||||||
| 1171 DUNSINANE HILL | CHESTER SPRINGS | PA | 19425 | PRESIDENT AND SECRETARY | 1.00 | $0 | $0 | $0 |
| JANELLE MCDONALD | ||||||||
| 1171 DUNSINANE HILL | CHESTER SPRINGS | PA | 19425 | VP AND ASST TREASURER | 1.00 | $0 | $0 | $0 |
| JULIE DIPPOLD | ||||||||
| 1171 DUNSINANE HILL | CHESTER SPRINGS | PA | 19425 | VP AND ASST SECRETARY | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $809,089 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $25,393 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $834,482 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $834,482 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,517 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $821,965 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $41,098 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $41,098 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,036 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,036 | TotalTaxAmt |
| Distributable Before Adj | $38,062 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $38,062 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $38,062 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $287,241 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $287,241 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $38,062 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $79,782 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $109,142 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $121,185 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $299,135 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $124,959 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $734,203 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $287,241 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $38,062 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $249,179 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $983,382 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $79,782 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $903,600 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $109,142 | ExcessFromYear4Amt |
| Excess From Year3 | $121,185 | ExcessFromYear3Amt |
| Excess From Year2 | $299,135 | ExcessFromYear2Amt |
| Excess From Year1 | $124,959 | ExcessFromYear1Amt |
| Excess From Current Year | $249,179 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN R KEENY | ContributingManagerNm |
| Contributing Manager | LINDA N KEENY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MR JOHN KEENY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1171 DUNSINANE HILL | AddressLine1Txt |
| City | CHESTER SPRINGS | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19425 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6103637171 | RecipientPhoneNum |
| Form And Info And Materials | FULL PROPOSAL WITH TAX EXEMPTION LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BRIDGE ACADEMY & COMMUNITY CENTER | |||||||
| 570 OLIVE STREET | COATESVILLE | PA | 19320 | NONE | PC | GENERAL SUPPORT | $30,000 |
| CRU FOUNDATION | |||||||
| 100 LAKE HART DRIVE | ORLANDO | FL | 32832 | NONE | PC | GENERAL SUPPORT | $20,000 |
| GLOBAL TRAINING NETWORK | |||||||
| 7558 W THUNDERBIRD RD | PEORIA | AZ | 85381 | NONE | PC | GENERAL SUPPORT | $132,134 |
| MISSION ENABLERS INTERNATIONAL | |||||||
| PO BOX 2127 | BENTONVILLE | AR | 72712 | NONE | PC | GENERAL SUPPORT | $36,300 |
| TEACH BEYOND | |||||||
| PO BOX 610 | DOWNERS GROVE | IL | 60515 | NONE | PC | GENERAL SUPPORT | $23,000 |
| TUNNELS TO TOWERS FOUNDATION | |||||||
| 2361 HYLAN BOULEVARD | STATEN ISLAND | NY | 10306 | NONE | PC | GENERAL SUPPORT | $20,000 |
| FRIENDS OF MIS INC | |||||||
| PO BOX 17 | ELVERSON | PA | 19520 | NONE | PC | GENERAL SUPPORT | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $281,434 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,859 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $218,910 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $223,769 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $223,769 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $7,265 | Amt |
| Net Investment Income | $1,816 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,449 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | EQUITIES ACCOUNT | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $359,305 | BookValueAmt |
| EOYFMV | $735,069 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $478 | LegalFeesAmt |
| Net Investment Income | $120 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $358 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $3,423 | Amt |
| Net Investment Income | $3,423 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments