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PAUL AND JILL KANEB FAMILY CHARITABLE: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
PAUL AND JILL KANEB FAMILY CHARITABLE (EIN 59-3214005)
Tax period
2024-01-01 to 2024-07-31
Filed
2025-02-21
IRS object ID
202530529349100518
Schema version
2024v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-02-21T14:58:31-06:00ReturnTs
Tax Period End2024-07-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN050409384PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KAHN LITWIN RENZA & CO LTDBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11075 MAIN STREET SUITE 130AddressLine1Txt
CityWALTHAMCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02451ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN593214005EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PAUL AND JILL KANEB FAMILY CHARITABLEBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlPAULBusinessNameControlTxt
Phone7727787140PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1GEORGE E WARREN 3001 OCEAN DR 20AddressLine1Txt
CityVERO BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP329631992ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPAUL KANEBPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7727787140PhoneNum
Signature2025-02-20SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMITCHELL S HALPERNPreparerPersonNm
PTINP00297038PTIN
Phone7815478800PhoneNum
Preparation2025-02-14PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Final ReturnYes (X)FinalReturnInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$0FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$63,704DividendsRevAndExpnssAmt
Dividends Net Invst Incm$63,704DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$90,450NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,811,655GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$90,450CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$154,154TotalRevAndExpnssAmt
Total Net Invst Incm$154,154TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$20,370AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$10,185AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$10,185AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$7,485OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$7,485OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,400TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$70OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$70OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$29,325TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$17,670TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$10,255TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,548,938ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,548,938ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,578,263TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$17,670TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,559,193TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,424,109ExcessRevenueOverExpensesAmt
Net Investment Income$136,484NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$149,636SavAndTempCashInvstBOYAmt
Other Investments BOY$3,345,640OtherInvestmentsBOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Other Investments EOYFMV$0OtherInvestmentsEOYFMVAmt
Total Assets BOY$3,495,276TotalAssetsBOYAmt
Total Assets EOY$0TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$2,071,167CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,424,109RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,495,276TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$0TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,495,276TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$0TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,495,276TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,424,109ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,071,167SubtotalAmt
Other Decreases$2,071,167OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$0TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
BROWN BROTHERS HARRIMAN - AVAILABLE UPON REQUESTP2024-07-31$183,816$36,832$146,984$146,984
BROWN BROTHERS HARRIMAN - AVAILABLE UPON REQUESTP2024-07-31$125,199$22,749$102,450$102,450
BROWN BROTHERS HARRIMAN - AVAILABLE UPON REQUESTP2024-07-31$1,502,640$1,661,624-$158,984-$158,984
FieldValueIRS element (for citing)
Capital Gain Net Income$90,450CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,897InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,897SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,897TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,427EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,427TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$530OverpaymentAmt
Applied To ES Tax$0AppliedToESTaxAmt
Refund$530RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved EtcYes (1)OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1PAUL D KANEB SRBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7727787140PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1GEORGE E WARREN 3001 OCEAN DR 203AddressLine1Txt
CityVERO BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP329631992ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PAUL D KANEB SR
1050 BEACH ROAD - JOHNS ISLAND 1GVERO BEACHFL32963TRUSTEE0.25$0$0$0
JILL M KANEB
1050 BEACH ROAD - JOHNS ISLAND 1GVERO BEACHFL32963TRUSTEE0.25$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,626,614AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$380,611AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,007,225TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,007,225AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$60,108CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,947,117NetVlNoncharitableAssetsAmt
Minimum Investment Return$114,853MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$114,853MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,897TaxBasedOnInvestmentIncomeAmt
Total Tax$1,897TotalTaxAmt
Distributable Before Adj$112,956DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$112,956DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$112,956DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,559,193ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,559,193QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$112,956DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$5,062ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$5,062TotalExcessDistributionCyovAmt
Qualifying Distributions$1,559,193QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$112,956AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,446,237RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,451,299TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,451,299ExcessDistriCyovToNextYrAmt
Excess From Year3$5,062ExcessFromYear3Amt
Excess From Current Year$1,446,237ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ANGEL FLIGHT NORTHEAST
492 SUTTON STREETNORTH ANDOVERMA01845NONEPUBLIC CHARITYGENERAL OPERATING EXPNESES$250
BARNSTABLE CLEAN WATER COALITION
864 MAIN STREETOSTERVILLEMA02655NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$2,500
BETH ISRAEL DEACONESS
330 BROOKLINE AVEBOSTONMA02215NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$50
BRIGHAM AND WOMEN'S HOSPITAL
75 FRANCIS STREETBOSTONMA02115NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$5,000
CAHOON MUSEUM OF AMERICAN ART
4676 FALMOUTH ROADCOTUITMA02635NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$37,500
CAPE COD HEALTHCARE FOUNDATION
PO BOX 370HYANNISMA02601NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$80,000
INDIAN RIVER LAND TRUST INC
80 ROYAL PALM POINTE 301VERO BEACHFL32960NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$10,000
LITTLE TRAVERSE CONSERVANCY
3264 POWELL RDHARBOR SPRINGSMI49740NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$25
MCKEE BOTANICAL GARDEN
350 US-1VERO BEACHFL32962NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$35,000
MCLEAN HOSPITAL
115 MILL STBELMONTMA02478NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$50
OSTERVILLE HISTORICAL MUSEUM
155 W BAY ROADOSTERVILLEMA02655NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$200
OSTERVILLE VILLAGE LIBRARY
43 WIANNO AVENUEOSTERVILLEMA02655NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$500
PRINCETON NURSERY SCHOOL
78 LEIGH AVEPRINCETONNJ08542NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$50
RIVERSIDE THEATRE
45 FAIRMOUNT AVEHYDE PARKMA02136NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$1,000
SCHWAB CHARITABLE FUND
PO BOX 628298ORLANDOFL32862NONEPUBLIC CHARITYGRANTMAKING TO CHARITABLE ORGANIZATIONS$1,371,263
VERO BEACH MUSEUM OF ART
3001 RIVERSIDE PARK DRIVEVERO BEACHFL32963NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$5,000
VNA HOSPICE FOUNDATION
1110 35TH LN 1VERO BEACHFL32960NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$50
WIANNO SAILING FOUNDATION
766 FALMOUTH RDMASHPEEMA02649NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,548,938TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$63,704ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$90,450ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$154,154ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$154,154TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING & LEGAL PROFESSIONAL FEESCategoryTxt
Amt$20,370Amt
Net Investment Income$10,185NetInvestmentIncomeAmt
Disbursements Charitable Prps$10,185DisbursementsCharitablePrpsAmt

Dissolution Stmt DissolutionStmt

Dissolution Information DissolutionInformationGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE PAUL D AND JILL M KANEB CHARITABLE FOUNDATION SCHWAB CHARITABLEBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1211 MAIN STREETAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP941051905ZIPCd
FieldValueIRS element (for citing)
Short ExplanationON JULY 12, 2024, THE PAUL AND JILL KANEB CHARITABLE FOUNDATION ("THE FOUNDATION") TRANSFERRED $4,708,081 TO THE SCHWAB CHARITABLE FUND, ACCOUNT NO. 8987-1131, WHICH IS A DONOR ADVISED FUND ESTABLISHED BY THE TRUSTEES OF THE FOUNDATION.ShortExplanationTxt
Dissolution$4,708,081DissolutionAmt

Liquidation Explanation Stmt LiquidationExplanationStmt

FieldValueIRS element (for citing)
ExplanationPLEASE SEE ATTACHED PDF; SIGNED TERMINATION OF KANEB FAMILY CHARITABLE TRUST DATED JULY 11TH, 2024.ExplanationTxt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescDISTRIBUTION OF ASSETS TO DONOR ADVISED FUNDDesc
Amt$2,071,167Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescANNUAL FILING FEE (MA)Desc
Revenue And Expenses Per Books$70RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$70DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY FEESCategoryTxt
Amt$7,485Amt
Net Investment Income$7,485NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category2024 FEDERAL ESTIMATESCategoryTxt
Amt$1,400Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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