KIRK A AND DOROTHY P LANDON FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- KIRK A AND DOROTHY P LANDON FOUNDATION (EIN 23-7148133)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-17
- IRS object ID
- 202021699349100202
- Schema version
- 2019v5.1
- 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
- Distribution From Corpus Election
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-17T07:43:43-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132792165 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BESSEMER TRUST COMPANY NA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1225 FRANKLIN AVENUE SUITE 500 | AddressLine1Txt |
| City | GARDEN CITY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11530 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237148133 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KIRK AND DOROTHY LANDON FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O BESSEMER TRUST COMPANY OF FLORIDA | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KIRK | BusinessNameControlTxt |
| Phone | 3053725005 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 BRICKELL AVENUE | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33131 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROSA SANTIAGO | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3053725005 | PhoneNum |
| Signature | 2020-06-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BILL KERKENIDES | PreparerPersonNm |
| PTIN | P01252524 | PTIN |
| Phone | 5165089623 | PhoneNum |
| Preparation | 2020-06-16 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 198.160.35.110 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-06-16 | IPDt |
| IP Tm | 14:38:29 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 758048481B926388E79758BC37DE4E20DA0607D2 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 758048481B926388E79758BC37DE4E20DA0607D2 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-06 18:47:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,973,343 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $30,686 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $30,686 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $51,578 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $297,033 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $51,578 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $82,264 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $82,264 | 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 |
| Accounting Fees Rev And Expnss | $4,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,079 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,079 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $40 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $20 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $61 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $61 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,180 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,099 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,061 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,180 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,099 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,061 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $76,084 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $80,165 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $10,930 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $30,164 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $30,164 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $62 | AcctRcvblAmt |
| Acct Rcvbl BOY | $29 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $62 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $62 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $1,232,691 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,168,480 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,412,736 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $404,872 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $525,900 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $530,381 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,648,522 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,724,606 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,973,343 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,648,522 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,724,606 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,648,522 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,724,606 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,648,522 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,724,606 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,648,522 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $76,084 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,724,606 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,724,606 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $65,062 | $70,063 | -$5,001 | -$5,001 | |
| PUBLICLY TRADED SECURITIES | $199,116 | $175,392 | $23,724 | $23,724 | |
| CAPITAL GAINS DIVIDENDS | $32,855 | $32,855 | $32,855 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $51,578 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,061 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,739,458 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.002335 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,061 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,656,121 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.002452 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $20,811 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,513,614 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.013749 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $309,832 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,567,755 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.197628 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $305,804 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,966,597 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.155499 | DistributionYr5Rt |
| Total Distribution | 0.371663 | TotalDistributionRt |
| Average Distribution | 0.074333 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,825,761 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $135,714 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $802 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $136,516 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,061 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,603 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,603 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,603 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,374 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,374 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,771 | OverpaymentAmt |
| Applied To ES Tax | $1,771 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | FL | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BESSEMER TRUST COMPANY OF FLORIDA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3053725005 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 BRICKELL AVENUE 19TH FLOOR | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33131 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| KATHLEEN A STALEY | ||||||||
| C/O BESSEMER TRUST CO 630 FIFTH AVE | NEW YORK | NY | 10111 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| FRANK BECK | ||||||||
| C/O BESSEMER TRUST CO 630 FIFTH AVE | NEW YORK | NY | 10111 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| NANCE GUILMARTIN | ||||||||
| C/O BESSEMER TRUST CO 630 FIFTH AVE | NEW YORK | NY | 10111 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ROSA SANTIAGO | ||||||||
| C/O BESSEMER TRUST CO 630 FIFTH AVE | NEW YORK | NY | 10111 | PRESIDENT | 2.00 | $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 | $1,837,047 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $16,517 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,853,564 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,853,564 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,803 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,825,761 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $91,288 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $91,288 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,603 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,603 | TotalTaxAmt |
| Distributable Before Adj | $89,685 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $89,685 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $89,685 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,061 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,061 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,061 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $89,685 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $211,988 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $232,202 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $444,190 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,061 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,061 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $85,624 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $85,624 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $358,566 | 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 | $126,364 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $232,202 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $232,202 | ExcessFromYear4Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
| Total Grant Or Contri Pd Dur Yr | $0 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30,686 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $51,578 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $82,264 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $82,264 | 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 | FINANCIAL SERVICES FEES | CategoryTxt |
| Amt | $4,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,000 | DisbursementsCharitablePrpsAmt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PART XIII, UNDISTRIBUTED INCOME, LINE 4C ELECTION UNDER IRC REG. SEC. 53-4942(A)-3(D)(2)PURSUANT TO IRC SECTION 4942(H)(2) AND REGULATION 53.4942(A)-3(D)(2), THE KIRK AND DOROTHY LANDON FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR'S QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS. SIGNATURE: __________________________________NAME: __________________________________ | ElectionDesc |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | 46,729.679 SH OW FIXED INCOME FUND - 680414406 | BondNm |
| EOY Book Value | $525,900 | EOYBookValueAmt |
| EOYFMV | $530,381 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (47 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 80 SH ACTIVISION BLIZZARD INC - 00507V109 | $5,203 | $4,753 |
| 25 SH ALIBABA GROUP HOLDINGS LTD - 01609W102 | $2,278 | $5,302 |
| 10 SH ALPHABET INC CLASS C - 02079K107 | $7,953 | $13,370 |
| 4 SH AMAZON.COM INC - 023135106 | $3,043 | $7,391 |
| 65 SH AMEREN CORP - 023608102 | $4,216 | $4,992 |
| 25 SH AMERICAN TOWER CORP - 03027X100 | $4,035 | $5,745 |
| 30 SH AMERICAN WATER WORKS CO - 030420103 | $1,602 | $3,685 |
| 35 SH AMPHENOL CORP - 032095101 | $3,281 | $3,788 |
| 30 SH APPLE INC - 037833100 | $1,943 | $8,809 |
| 265 SH BANK OF AMERICA CORP - 060505104 | $7,964 | $9,333 |
| 9 SH BLACKROCK INC - 09247X101 | $4,751 | $4,524 |
| 2 SH BOOKING HLDGS INC - 09857L108 | $3,090 | $4,107 |
| 10 SH CHARTER COMMUNICATIONS INC - 16119P108 | $4,735 | $4,850 |
| 50 SH CHUBB LIMITED - H1467J104 | $5,826 | $7,783 |
| 15 SH CINTAS CORP - 172908105 | $2,433 | $4,036 |
| 85 SH CITIGROUP INC - 172967424 | $4,461 | $6,790 |
| 20 SH CME GROUP INC - 12572Q105 | $3,651 | $4,014 |
| 120 SH CONOCOPHILLIPS - 20825C104 | $5,605 | $7,803 |
| 50 SH DANAHER CORP - 235851102 | $4,359 | $7,674 |
| 75 SH DISCOVER FINANCIAL SVCS - 254709108 | $4,074 | $6,361 |
| 50 SH FACEBOOK INC-A - 30303M102 | $7,885 | $10,262 |
| 60 SH FIDELITY NATL INFO SVCS - 31620M106 | $5,423 | $8,345 |
| 70 SH FORTIVE CO - 34959J108 | $4,515 | $5,347 |
| 55 SH HEALTH CARE SELECT SPDR - 81369Y209 | $5,221 | $5,602 |
| 25 SH HOME DEPOT - 437076102 | $3,397 | $5,459 |
| 35 SH IQVIA HOLDINGS INC - 46266C105 | $5,121 | $5,407 |
| 135 SH MICROSOFT CORP - 594918104 | $9,675 | $21,289 |
| 10 SH MSCI INC - 55354G100 | $2,305 | $2,581 |
| 60 SH NIKE INC CL B - 654106103 | $2,823 | $6,078 |
| 42,071.225 SH OW LARGE CAP STRATEGIES FD - 680414109 | $494,247 | $634,013 |
| 37,497.391 SH OW MULTI-ASSET OPPS FUND - 680414802 | $287,255 | $283,480 |
| 13,136.643 SH OW SMALL & MIDCAP STRAT FD - 680414604 | $187,194 | $204,668 |
| 55 SH PEPSICO INC - 713448108 | $5,640 | $7,516 |
| 20 SH PIONEER NATURAL RESOURCES - 723787107 | $3,710 | $3,027 |
| 10 SH S&P GLOBAL INC. - 78409V104 | $2,606 | $2,730 |
| 50 SH SAFRAN SA | $6,255 | $7,731 |
| 35 SH SALESFORCE COM - 79466L302 | $4,335 | $5,692 |
| 18 SH SERVICENOW INC - 81762P102 | $3,087 | $5,081 |
| 90 SH TENCENT HOLDINGS INC | $3,715 | $4,338 |
| 65 SH TEXAS INSTRUMENTS INC - 882508104 | $6,608 | $8,338 |
| 25 SH THERMO FISHER SCIENTIFIC - 883556102 | $2,780 | $8,121 |
| 50 SH UNION PACIFIC CORP - 907818108 | $8,597 | $9,039 |
| 20 SH UNITEDHEALTH GROUP INC - 91324P102 | $5,273 | $5,879 |
| 60 SH VISA INC - 92826C839 | $5,073 | $11,274 |
| 35 SH WALT DISNEY CO - 254687106 | $4,058 | $5,062 |
| 35 SH WASTE MANAGEMENT INC NEW - 94106L109 | $3,378 | $3,988 |
| 55 SH ZOETIS INC - 98978V103 | $3,801 | $7,279 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FL DEPT UBR REPORT | Desc |
| Revenue And Expenses Per Books | $61 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $61 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT SERVICES FEES | $2,078 | $2,078 | $0 |
| DIV INVESTMENT EXP | $1 | $1 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $20 | $20 | $0 |
| EXCESS FOREIGN TAX WITHHELD | $20 | $0 | $0 |