KENNEDY WILSON CHARITABLE FOUNDATION: Form 990PF, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- KENNEDY WILSON CHARITABLE FOUNDATION (EIN 95-4682181)
- Tax period
- 2009-04-01 to 2010-03-31
- Filed
- 2011-02-24
- IRS object ID
- 201100559349100455
- Schema version
- 2009v1.7
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-02-24T18:16:00-08:00 | Timestamp |
| Tax Period End Date | 2010-03-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Solomon Winnett & Rosenfield CPAs Inc | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11777 San Vicente Blvd 777 | AddressLine1 |
| City | Los Angeles | City |
| State | CA | State |
| ZIP Code | 90049 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2009-04-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954682181 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DONALD F KENNEDY YOUTH FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | DONA | NameControl |
| Phone | 3108876400 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9701 WILSHIRE BLVD | AddressLine1 |
| City | BEVERLY HILLS | City |
| State | CA | State |
| ZIP Code | 90212 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | THERESA ANODIDE | Name |
| Title | CFO | Title |
| Date Signed | 2011-02-24 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Timothy Thompson | Name |
| Phone | 3108264343 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 11321 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 441 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 441 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 441 | InterestOnSavingsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 0 | NetGainSaleAssetsRevAndExpnss |
| Total Revenue And Expenses | 441 | TotalRevenueAndExpenses |
| Total Net Investment Income | 441 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 441 | TotalAdjustedNetIncome |
| Deprec And Depletion Rev And Expnss | 0 | DeprecAndDepletionRevAndExpnss |
| Other Expenses Rev And Expnss | 10 | OtherExpensesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 10 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 85000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 85000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 85010 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 85000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -84569 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 441 | NetInvestmentIncome |
| Adjusted Net Income | 441 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 95890 | CashBOY |
| Cash EOY | 11321 | CashEOY |
| Cash EOYFMV | 11321 | CashEOYFMV |
| Total Assets BOY | 95890 | TotalAssetsBOY |
| Total Assets EOY | 11321 | TotalAssetsEOY |
| Total Assets EOYFMV | 11321 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 95890 | RetainedEarningsBOY |
| Retained Earnings EOY | 11321 | RetainedEarningsEOY |
| Total Net Assets BOY | 95890 | TotalNetAssetsBOY |
| Total Net Assets EOY | 11321 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 95890 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 11321 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 95890 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -84569 | ExcessOfRevenueOverExpenses |
| Subtotal | 11321 | Subtotal |
| Total Net Assets Fund Balances EOY | 11321 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year2 | 10000 | QualifyingDistributionsYear2 |
| Net Noncharitable Assets | 52796 | NetNoncharitableAssets |
| One Percent Net Investment Income | 4 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 4 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 85000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 4 | InvestmentIncomeExciseTax |
| Subtotal | 4 | Subtotal |
| Tax Based On Investment Income | 4 | TaxBasedOnInvestmentIncome |
| Tax Due | 4 | TaxDue |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | CA | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENNEDY WILSON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 3108876400 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9701 WILSHIRE BLVD 700 | AddressLine1 |
| City | BEVERLY HILLS | City |
| State | CA | State |
| ZIP Code | 90212 | ZIPCode |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| THERESA ANODIDE | ||||||
| 9701 WILSHIRE BLVD 700 | BEVERLY HILLS | CA | 90212 | C.F.O. | 0.00 | 0 |
| MARTIN CLOUSER | ||||||
| 9701 WILSHIRE BLVD 700 | BEVERLY HILLS | CA | 90212 | SECRETARY | 0.00 | 0 |
| WILLIAM J McMORROW | ||||||
| 9701 WILSHIRE BLVD 700 | BEVELRY HILLS | CA | 90212 | PRESIDENT | 0.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION MADE CONTRIBUTIONS TO EDUCATIONAL INSTITUTIONS AND MEDICAL RESEARCH FOUNDATIONS. | Description1 |
| Expenses1 | 0 | Expenses1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 53600 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 53600 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 53600 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 804 | CashDeemedCharitable |
| Net Noncharitable Assets | 52796 | NetNoncharitableAssets |
| Minimum Investment Return | 2640 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 2640 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 4 | TaxBasedOnInvestmentIncome |
| Total Tax | 4 | TotalTax |
| Distributable Amount Before Adj | 2636 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 2636 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 2636 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 85000 | ExpensesAndContributions |
| Qualifying Distributions | 85000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 4 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 84996 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 2636 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year2 | 10000 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 10000 | TotalExcessDistriCarryover |
| Qualifying Distributions | 85000 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 2636 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 82364 | RemainingDistriFromCorpus |
| Total Corpus | 92364 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 92364 | ExcessDistriCyovToNextYear |
| Excess From Year2 | 10000 | ExcessFromYear2 |
| Excess From Current Year | 82364 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (6 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| UCLA FOUNDATION | ||||||
| 808 WILSHIRE BLVD SUITE 220 | SANTA MONICA | CA | 90401 | NO RELATION | CHILDREN'S BENEFITS | $5,000 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||
| 650 CHILDS WAY RGL 331 | LOS ANGELES | CA | 90089 | NO RELATION | USC LUSK CENTER FOR REAL ESTATE DEVELOPMENT | $10,000 |
| ALFRED MANN FOUNDATION | ||||||
| PO BOX 905 | SANTA CLARITA | CA | 91380 | NO RELATION | SUPPORT ADVANCEMENT IN MEDICAL SCIENTIFIC RESEARCH | $5,000 |
| PS ARTS | ||||||
| 11965 VENICE BLVD SUITE 201 | LOS ANGELES | CA | 90066 | NO RELATION | SUPPORT ART PROGRAMS IN PUBLIC SCHOOLS | $10,000 |
| SHANE'S INSPIRATION | ||||||
| 15213 BURANK BLVD | VAN NUYS | CA | 91411 | NO RELATION | SPONSORSHIP FOR WALK AND ROLL | $5,000 |
| LOYOLA HIGH SCHOOL | ||||||
| 1901 VENICE BLVD | LOS ANGELES | CA | 90006 | NO RELATION | GENERAL FUNDS AND SCHOLARSHIPS | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 85000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $441 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $441 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 441 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FRANCHISE TAX BOARD | Description |
| Revenue And Expenses Per Books | 10 | RevenueAndExpensesPerBooks |