Form990-EZ
Click to see attachment
Department of the Treasury
Internal Revenue Service
Short Form
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code
(except private foundation)
bullet Do not enter Social Security numbers on this form as it may be made public. By law, the
IRS generally cannot redact the information on the form.
bullet Information about Form 990-EZ and its instructions is at www.irs.gov/form990.
OMB No. 1545-1150
2013
Open to Public
Inspection
A
For the 2013 calendar year, or tax year beginning 07-01-2013, and ending 06-30-2014
B
Check if applicable:
C Name of organization
KENDALL WHITTIER INC
 
Number and street (or P. O. box, if mail is not delivered to street address)PO BOX 4165
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code TULSA, OK74159
D Employer identification number

73-1016797
E Telephone number

(918) 829-5394
F Group Exemption
Number. . bullet  
G Accounting Method: Other (specify) bullet   H Check bulletI Website:bulletHTTP://WWW.KENDALLWHITTIERINC.ORGJ Tax-exempt status(check only one)?Click to see attachment(   ) bullet(insert no.) or
K Form of organization:  
L Add lines 5b, 6c, and 7b, to line 9 to determine gross receipts. If gross receipts are $200,000 or more, or if total assets (Part II, column (B) below) are $500,000 or more, file Form 990 instead of Form 990-EZ . . . . . . . . . bullet $ 139,582
Part I
Revenue, Expenses, and Changes in Net Assets or Fund Balances (see the instructions for Part I)Check if the organization used Schedule O to respond to any question in this Part I...................
VerticalRevenue 1 Contributions, gifts, grants, and similar amounts received............... 1 130,778
2 Program service revenue including government fees and contracts ............ 2  
3 Membership dues and assessments...................... 3  
4 Investment income........................... 4 1,107
5a Gross amount from sale of assets other than inventory........ 5a 7,697
b Less: cost or other basis and sales expenses........... 5b 5,750
c Gain or (loss) from sale of assets other than inventory (Subtract line 5b from line 5a) ...... 5c 1,947
6 Gaming and fundraising events
a Gross income from gaming (attach Schedule G if greater than $15,000) . 6a  
b Gross income from fundraising events (not including $   of contributions
from fundraising events reported on line 1) (attach Schedule G if the
sum of such gross income and contributions exceeds $15,000) 6b  
c Less: direct expenses from gaming and fundraising events....... 6c  
d Net income or (loss) from gaming and fundraising events (add lines 6a and 6b and subtract line 6c) 6d  
7a Gross sales of inventory, less returns and allowances........ 7a  
b Less: cost of goods sold................. 7b  
c Gross profit or (loss) from sales of inventory (Subtract line 7b from line 7a) ......... 7c  
8 Other revenue (describe in Schedule O) ..................... 8  
9 Total revenue. Add lines 1, 2, 3, 4, 5c, 6d, 7c, and 8.............. Bullet 9 133,832
VerticalExpenses 10 Grants and similar amounts paid (list in Schedule O) ................. 10  
11 Benefits paid to or for members........................ 11  
12 Salaries, other compensation, and employee benefits................ 12 88,511
13 Professional fees and other payments to independent contractors............ 13 4,053
14 Occupancy, rent, utilities, and maintenance................... 14  
15 Printing, publications, postage, and shipping................... 15 422
16 Other expenses (describe in Schedule O) .................... 16 27,435
17 Total expenses. Add lines 10 through 16 ................. Bullet 17 120,421
VerticalNetAssets 18 Excess or (deficit) for the year (Subtract line 17 from line 9)............ 18 13,411
19 Net assets or fund balances at beginning of year (from line 27, column (A)) (must agree with
end-of-year figure reported on prior year’s return)................ 19 157,778
20 Other changes in net assets or fund balances (explain in Schedule O) .......... 20 7,546
21 Net assets or fund balances at end of year. Combine lines 18 through 20.........Bullet 21 178,735
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 10642I Form 990-EZ (2013)
Form 990-EZ (2013)
Page 2
Part IIBalance Sheets (see the instructions for Part II)Check if the organization used Schedule O to respond to any question in this Part II.................

(A) Beginning of year(B) End of year
22Cash, savings, and investments................
70,456
22
85,426
23Land and buildings....................
 
23
 
24Other assets (describe in Schedule O) ..........
89,007
24
95,061
25Total assets......................
159,463
25
180,487
26
Total liabilities (describe in Schedule O) .............
1,685
26
1,752
27Net assets or fund balances (line 27 of column (B) must agree with line 21)..
157,778
27
178,735
Part IIIStatement of Program Service Accomplishments (see the instructions for Part III) Check if the organization used Schedule O to respond to any question in this Part III . Expenses
(Required for section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts; optional for others.)
What is the organization's primary exempt purpose? TO WORK TOGETHER TO IMPROVE THE QUALITY OF OUR NEIGHBORS' LIVES BY MEETING THEIR NEEDS FOR EMERGENCY FOOD SERVICES AND BY PROVIDING ACCESS TO HEALTHY FOODS BOTH THROUGH OUTREACH EFFORTS AND HANDS-ON EDUCATIONAL EXPERIENCES.
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. In a clear and concise manner, describe the services provided, the number of persons benefited, and other relevant information for each program title.
28 NUTRITION & WELLNESS PROGRAMS:EMERGENCY FOOD PANTRY AND GROW GARDEN (GARDENING TO REACH OUT AND WELCOME)OUR OVERALL OBJECTIVES ARE TO IMPROVE THE QUALITY OF OUR NEIGHBORS' LIVES BY MEETING THEIR NEEDS FOR EMERGENCY FOOD SERVICES AND BY PROVIDING ACCESS TO HEALTHY FOODS BOTH THROUGH OUTREACH EFFORTS AND HANDS-ON EDUCATIONAL EXPERIENCES. FROM WITHIN THE NEIGHBORHOOD, WE HAVE BEEN ABLE TO OBSERVE THAT TWO OF THE KEY STEPS TO ENDING THE POVERTY CYCLE ARE PROVIDING NOURISHMENT NOW AND INSPIRATION FOR THE FUTURE, SUCH THAT FAMILIES CAN INVEST TIME AND ENERGY IN DEVELOPING THE SKILLS THEY NEED TO SUCCEED. OUR PROGRAMS PROVIDE SECURITY, EDUCATION AND INSPIRATION THAT ALLOW KENDALL WHITTIER RESIDENTS TO BUILD BETTER QUALITY LIVES.OUR EMERGENCY FOOD PANTRY (EFP) PROVIDES, AT NO COST, ONE WEEK'S WORTH OF FOOD FOR A FAMILY OR INDIVIDUAL IN NEED UP TO 4 TIMES PER YEAR. WE PROTECT THE SECURITY OF OUR DONATED SPACE, OUR FRUGAL BUDGET, AND THE DIGNITY OF OUR CLIENTS BY UTILIZING CAREFULLY SCREENED VOLUNTEER LABOR FOR HOME DELIVERIES. DURING OUR 2013-2014 FISCAL YEAR WE SERVED 1,488 UNDUPLICATED INDIVIDUALS(2,770 DUPLICATED). IN 2012, IT CAME TO OUR ATTENTION THAT WHILE DEMOGRAPHIC INFORMATION FOR OUR NEIGHBOROOD INDICATES THAT HISPANIC RESIDENT POPULATION MAY BE AS HIGH AS 65%, OUR HISPANIC CLIENTELE IS LIMITED TO LESS THAN 12% OF OUR CUSTOMERS ANNUALLY. TO INSURE THAT WE ARE MAKING NECESSARY CONNECTIONS TO REACH ALL NEIGHBORS IN NEED, IN JUNE 2013, WE HIRED A BI-LINGUAL EXECUTIVE DIRECTOR AND IN SEPTEMBER, 2013, A HISPANIC LIAISON WAS HIRED TO HELP EXPAND OUR EFP OUTREACH AND DELIVERY. OUR PANTRY IS CLEAN, ORGANIZED AND EFFICIENT, AND OUR EFP DIRECTOR EXCEEDS EXPECTATIONS WITH CARE, COMPASSION AND ATTENTION TO DETAILS THAT MATTER TO OUR CUSTOMERS. OUR TEAM WORKS WITH PARTNER ORGANIZATIONS TO MAKE SURE THAT OUR CUSTOMERS RECEIVE INFORMATION ON OTHER SERVICES IN THE NEIGHORHOOD THAT CAN HELP THEM AVOID FUTURE NEED FOR EMERGENCY FOOD AND TO ENSURE THAT ALL POTENTIAL HELPERS LEARN BEST PRACTICES AND OPPORTUNITIES FOR DEDICATED SERVICE TO COMMUNITY. OUR OBJECTIVES FOR THE EMERGENCY FOOD PANTRY FOR OUR 2014-15 FISCAL YEAR ARE TO:- PROVIDE NUTRITIOUS AND CULTURALLY APPROPRIATE EMERGENCY FOOD IN A TIMELY MANNER- INCREASE OUR ABILITY TO REACH HISPANIC FAMILIES IN NEED- INCREASE THE NUMBER OF MINORITY, ESPECIALLY HISPANIC, PERSONS WHO VOLUNTEER AT THE EFP- DECREASE REPEAT APPLICANTSMANY OF OUR EFP VOLUNTEERS ALSO ASSIST WITH THE GROW COMMUNITY GARDEN.COMMUNITY GARDENING HAS BEEN SHOWN TO IMPROVE NEIGHBORHOODS FAR BEYOND THE OBVIOUS BENEFITS OF FOOD PRODUCTION AND NUTRITION BY OFFERING EDUCATION, INSPIRATION, INCREASED NEIGHBORHOOD SECURITY, A MEETING PLACE FOR COMMUNITY MEMBERS, AND A SOURCE OF NEIGHBORHOOD PRIDE. THE PRIDE THAT COMES FROM NURTURING A PLANT FROM SEED ALL THE WAY TO THE FAMILY DINNER TABLE CAN INSPIRE CHILDREN TO BELIEVE IN THEIR ABILITY TO TURN EFFORT INTO SUCCESSFUL OUTCOMES. THAT PRIDE IS AS MUCH OF A GARDEN PRODUCT AS THE VEGETABLES. OUR GROW GARDEN HAS SUCCESSFULLY ENGAGED CHILDREN FROM KENDALL WHITTIER ELEMENTARY AND UNIVERSITY SCHOOLS FOR THE PAST SEVEN YEARS. THE SUCCESS OF OUR EFFORTS HAS CAUGHT THE ATTENTION OF NUMEROUS NEIGHBORHOOD PARTNERS AND SUPPORTERS. DURING OUR 2013-14 FISCAL YEAR WE EXPANDED OUR COMMUNITY GARDEN CLIENTS TO INCLUDE RESIDENTS PARTICIPATING IN THE COMMUNITY ACTION PROJECT SPONSORED GROUP, GROWING TOGETHER. WE INTEND TO FIND WAYS FOR ALL KENDALL WHITTIER RESIDENTS TO ENGAGE WITH OUR GARDENS AND FOR GARDENERS TO BUILD A SHARED SENSE OF COMMUNITY AND A PLAN FOR IMPROVING THE LIFELONG HEALTH OF ALL NEIGHBORS.OUR OBJECTIVES FOR THE GROW GARDEN FOR OUR 2014-15 YEAR ARE TO:- CONTINUE TO DEVELOP AND FACILITATE AN EDUCATION CURRICULUM FOR HANDS-ON LEARNING- INCREASE THE NUMBER OF NEIGHBORS SERVED IN THE EDUCATIONAL PROGRAMS BY AT LEAST 20%- INCREASE OUR REACH IN THE LARGER NEIGBORHOOD TO MAKE THE GROW GARDEN A COOPERATIVE COMMUNITY GARDEN, HONORING OUR MISSION OF "GARDENING TO REACH OUT AND WELCOME."WE SEE TREMENDOUS POTENTIAL FOR OUR GROW GARDEN TO BECOME A MODEL OF NEIGHBORHOOD COOPERATION, PRODUCING NOT ONLY FOOD, BUT NEIGHBORHOOD PRIDE.AT THE VERY END OF OUR 2013-14 FISCAL YEAR, IN JUNE OF 2014, WE WERE GIVEN A PIECE OF PROPERTY IN THE KENDALL WHITTIER NEIGHBORHOOD TO CREATE ANOTHER COMMUNITY GARDEN. THIS GARDEN, THE TIPTON GARDEN IS IN DEVELOPMENT AND OUR VISION FOR IT IS TO CREATE A TRADITIONAL COMMUNITY GARDEN WITH NEIGHBORHOOD RESIDENTS, BUSINESS OWNERS AND ORGANIZATIONS CREATING, COORDINATING, AND MAINTAINING GARDEN BEDS. LIKE OUR GROW GARDEN, WE SEE THIS AS AN OPPORTUNITY TO BEAUTIFY THE NEIGHBORHOOD AND HELP FOSTER A GREATER SENSE OF COMMUNITY PRIDE. WE WILL HAVE MORE TO REPORT NEXT YEAR AS THIS EXCITING PROJECT GROWS.
(Grants $ 0) If this amount includes foreign grants, check here ...MediumBullet		 28a 70,839
29 COMMUNITY DEVELOPMENT AND OUTREACH PROGRAM:THROUGH OUR COMMUNITY DEVELOPMENT AND OUTREACH PROGRAM EFFORTS, IN JUNE 2013, AND AGAIN IN JUNE 2014, WE WERE ABLE TO HELP PROVIDE A WEEK-LONG SUMMER CAMP EXPERIENCE TO 10 NEIGHBORHOOD CHILDREN. THE GENEROSITY OF THE BOB COLEMAN FAMILY AND DWIGHT MISSION CAMP AND THE DEDICATION OF THE TRUE BLUE NEIGHBORS YOUTH MENTORING PROGRAM STAFF MAKE THIS INCREDIBLE EXPERIENCE POSSIBLE. WE ALSO PROVIDED VOLUNTEER AND FINANCIAL SUPPORT FOR THE ANNUAL KENDALL WHITTIER NEIGHBORHOOD LIGHTS ON! HOLIDAY CELEBRATION AND THE FOURTH OF JULY PARADE. THESE ARE LARGE WELL-ATTENDED ANNUAL EVENTS THAT ALWAYS ATTRACT MANY CHILDREN AND FAMILIES. OUR PARTNERS IN EDUCATION EFFORTS AT KENDALL WHITTIER ELEMENTARY SCHOOL INCLUDED PARTICIPATION IN BACK-TO-SCHOOL NIGHT EVENTS AND VOLUNTEER AND FINANCIAL SUPPORT OF THE ANNUAL HOLIDAY GIFT SACK PREPARATION. THROUGH OUR EMERGENCY FOOD PANTRY IN DECEMBER 2013, WE PROVIDED FOOD ITEMS FOR APPROXIMATELY 1,000 HOLIDAY GIFT SACKS AND ITEMS FOR 50 HOLIDAY FOOD BASKETS FOR FAMILIES IN NEED. WE ALSO PARTNERED WITH A NEIGHBORHOOD COFFEE SHOP, 918 COFFEE, TO PROVIDE GIFT CERTIFICATES TO EACH OF THE KENDALL-WHITTIER ELEMENTARY SCHOOL TEACHERS AS A THANK YOU FOR THEIR TIRELESS SERVICE.
(Grants $ 0) If this amount includes foreign grants, check here ...MediumBullet		 29a 5,806
30
(Grants $   ) If this amount includes foreign grants, check here ...MediumBullet 		30a
31 Other program services (describe in Schedule O)
(Grants $   ) If this amount includes foreign grants, check here...MediumBullet		 31a
32 Total program service expenses (add lines 28a through 31a).......... bullet 32 76,645
Part IV
List of Officers, Directors, Trustees, and Key Employees (list each one even if not compensated — see the instructions for Part IV)Check if the organization used Schedule O to respond to any question in this Part IV............
(a) Name and title (b) Average
hours per week
devoted to position		 (c)Reportable compensation
(Forms W-2/1099-MISC) (if not paid, enter -0-) 		(d) Health benefits, contributions to employee benefit plans,
and deferred compensation		 (e) Estimated amount
of other compensation
JENNIFER CAMPBELLDIRECTOR 0.75 0 0 0
JO ANNE DEATONDIRECTOR 0.75 0 0 0
STEVE DEATONDIRECTOR 0.75 0 0 0
TODD FREEMANPRESIDENT 0.75 0 0 0
PEARL GARRISONDIRECTOR 0.75 0 0 0
CHRISTOPHER HALLDIRECTOR 0.75 0 0 0
JAMES MADERETREASURER 0.75 0 0 0
NATHAN MATTOXVICE PRESIDENT 0.75 0 0 0
FR DAVID MEDINADIRECTOR 0.75 0 0 0
SUSAN NEALDIRECTOR 0.75 0 0 0
PAT TREADWAYSECRETARY 0.75 0 0 0
GAVIN PEARSONDIRECTOR 0.75 0 0 0
Form 990-EZ (2013)
Form 990-EZ (2013)
Page 3
Part V
Other Information
(Note the Schedule A and personal benefit contract statement requirements in the
instructions for Part V.) Check if the organization used Schedule O to respond to any question in this Part V.......
Yes
No
33
Did the organization engage in any significant activity not previously reported to the IRS? If "Yes," provide a detailed description of each activity in Schedule O ...................
33
 
No
34
Were any significant changes made to the organizing or governing documents? If "Yes," attach a conformed copy of the amended documents if they reflect a change to the organization’s name. Otherwise, explain the changeon Schedule O (see instructions) ..........................
34
 
No
35a
Did the organization have unrelated business gross income of $1,000 or more during the year from business activities (such as those reported on lines 2, 6a, and 7a, among others)? ............
35a
 
No
b
If "Yes," to line 35a, has the organization filed a Form 990-T for the year? If "No," provide an explanation in Schedule O
35b
 
 
c
Was the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization subject to section 6033(e) notice, reporting, and proxy tax requirements during the year? If "Yes," complete Schedule C, Part III
35c
 
No
36
Did the organization undergo a liquidation, dissolution, termination, or significant disposition of net assets during the year? If “Yes," complete applicable parts of Schedule N ................
36
 
No
37a
Enter amount of political expenditures, direct or indirect, as described in the instructions. bullet
37a
0
b
Did the organization file Form 1120-POL for this year?...................
37b
 
 
38a
Did the organization borrow from, or make any loans to, any officer, director, trustee, or key employee or were
any such loans made in a prior year and still outstanding at the end of the tax year covered by this return?..
38a
 
No
b
If “Yes," complete Schedule L, Part II and enter the total amount involved .
38b
 
39
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on line 9.......
39a
 
b
Gross receipts, included on line 9, for public use of club facilities.....
39b
 
40a
Section 501(c)(3) organizations. Enter amount of tax imposed on the organization during the year under:
section 4911 bullet0 ; section 4912 bullet0 ; section 4955 bullet0
b
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in any section 4958 excess benefittransaction during the year, or did it engage in an excess benefit transaction in a prior year that has not been reported on any of its prior Forms 990 or 990-EZ? If “Yes," complete Schedule L, Part I ......
40b
 
No
c
Section 501(c)(3) and 501(c)(4) organizations. Enter amount of tax imposed on organization managers or disqualified persons during the year under sections 4912, 4955, and 4958...bullet0
d
Section 501(c)(3) and 501(c)(4) organizations. Enter amount of tax on line 40c reimbursed by the organization...........................bullet0
e
All organizations. At any time during the tax year, was the organization a party to a prohibited tax shelter transaction? If "Yes," complete Form 8886-T ......................
40e
 
No
41List the states with which a copy of this return is filed. bulletOK
42aThe organization's books are in care of bulletDONNA WOOD Telephone no. bullet (918) 829-5394
Located at bullet2108 E 48TH STTULSA,OK ZIP + 4bullet74105
b
At any time during the calendar year, did the organization have an interest in or a signature or other authority over a financial account in a foreign country (such as a bank account, securities account, or other financial account)?
Yes
No
42b
 
No
If “Yes," enter the name of the foreign country: bullet
See the instructions for exceptions and filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
c
At any time during the calendar year, did the organization maintain an office outside the U.S.?
42c
 
No
If “Yes," enter the name of the foreign country: bullet
43.......bullet
and enter the amount of tax-exempt interest received or accrued during the tax year....bullet43
 
Yes
No
44a
Did the organization maintain any donor advised funds during the year? If "Yes," Form 990 must be completed instead of
Form 990-EZ................................
44a
 
No
b
Did the organization operate one or more hospital facilities during the year? If "Yes," Form 990 must be completedinstead of Form 990-EZ.............................
44b
 
No
c
Did the organization receive any payments for indoor tanning services during the year?.........
44c
 
No
d
If "Yes," to line 44c, has the organization filed a Form 720 to report these payments? If "No," provide an
explanation in Schedule O ............................
44d
 
 
45a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?.........
45a
 
No
45b
Did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," Form 990 and Schedule R may need to be completed instead of Form 990-EZ (see instructions)......................
45b
 
 
Form 990-EZ (2013)
Form 990-EZ (2013)
Page 4
Yes
No
46
Did the organization engage, directly or indirectly, in political campaign activities on behalf of or in opposition tocandidates for public office? If “Yes," complete Schedule C, Part I. ..............
46
 
No
Part VI
Section 501(c)(3) organizations only All section 501(c)(3) organizations must answer questions 47-49b and 52, and complete the tables for lines 50 and 51 Check if the organization used Schedule O to respond to any question in this Part VI ................
Yes
No
47
Did the organization engage in lobbying activities or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II .......................
47
 
No
48
Is the organization a school as described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E ..
48
 
No
49a
Did the organization make any transfers to an exempt non-charitable related organization?......
49a
 
No
b
If "Yes," was the related organization a section 527 organization?................
49b
 
 
50
Complete this table for the organization's five highest compensated employees (other than officers, directors, trustees and key employees) who each received more than $100,000 of compensation from the organization. If there is none, enter "None."
(a) Name and title of each employee (b) Average
hours per week
devoted to position		 (c) Reportable compensation
(Forms W-2/1099-MISC) 		(d) Health benefits, contributions to employee benefit plans, and deferred compensation (e) Estimated amount of other compensation
NONE
f
Total number of other employees paid over $100,000 .................bullet  

51
Complete this table for the organization's five highest compensated independent contractors who each received more than $100,000 of compensation from the organization. If there is none, enter "None."
(a) Name and business address of each independent contractor (b) Type of service (c) Compensation
NONE
d
Total number of other independent contractors each receiving over $100,000..........bullet  
52
Did the organization complete Schedule A? NOTE: All Section 501(c)(3) organizations and 4947(a)(1) nonexempt charitable trusts must attach a completed Schedule A ...............bullet
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name bullet

Firm's EIN bullet
Firm's address bullet



Phone no.
May the IRS discuss this return with the preparer shown above? See instructions .........bullet
Form 990-EZ (2013)


Form 990-EZ, Special Condition Description:
Special Condition Description

Additional Data


Software ID:  
Software Version:  
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
right arrow Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
KENDALL WHITTIER INC
 
Employer identification number

73-1016797
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) A person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the supported organization? ................
11g(i)
 
 
(ii) A family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) A 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) (iv) Is the organization in col. (i) listed in your governing document? (v) Did you notify the organization in col. (i) of your support? (vi) Is the organization in col. (i) organized in the U.S.? (vii) Amount of monetary support
Yes No Yes No Yes No
Total  

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 324,752 202,677 99,657 126,352 124,203 877,641
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3 324,752 202,677 99,657 126,352 124,203 877,641
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. 217,532
6 Public support. Subtract line 5 from line 4. 660,109
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
7 Amounts from line 4.. 324,752 202,677 99,657 126,352 124,203 877,641
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 1,573 3,500 1,417 1,246 1,107 8,843
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.).. 24,023 20,325       44,348
11 Total support (Add lines 7 through 10). 930,832
12
12
 
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization, check this box and stop here.................................................right arrow
Section C. Computation of Public Support Percentage
14
14
70.920 %
15
15
78.910 %
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 4
Part IV
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2013

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Name of the organization
KENDALL WHITTIER INC
 
Employer identification number

73-1016797
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......................... Arrow Bullet $  
Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 2
Name of organization
KENDALL WHITTIER INC
  		Employer identification number

73-1016797
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

   
RESTRICTED
RESTRICTED
RESTRICTED, RESTRICTEDRESTRICTED

$RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 3
Name of organization
KENDALL WHITTIER INC
  		Employer identification number

73-1016797
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 4
Name of organization
KENDALL WHITTIER INC
  		Employer identification number

73-1016797
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
KENDALL WHITTIER INC
 
Employer identification number

73-1016797
Return Reference Explanation
FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: INTEREST INCOME. AMOUNT: 1,107.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: BANK CHARGES. AMOUNT: 459. DESCRIPTION: COMMUNITY EVENTS. AMOUNT: 50. DESCRIPTION: FITNESS & NUTRITION. AMOUNT: 2,186. DESCRIPTION: FOOD PURCHASES. AMOUNT: 4,042. DESCRIPTION: PIE PROJECTS. AMOUNT: 1,723. DESCRIPTION: TELEPHONE. AMOUNT: 4,258. DESCRIPTION: IN KIND EXPENSES. AMOUNT: 6,575. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 3,086. DESCRIPTION: DEPRECIATION. AMOUNT: 1,108. DESCRIPTION: INSURANCE. AMOUNT: 3,362. DESCRIPTION: TAXES. AMOUNT: 266. DESCRIPTION: YEARLY APPEAL. AMOUNT: 320. TOTAL TO FORM 990-EZ, LINE 16: 27,435.
FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS DESCRIPTION: NET UNREALIZED GAIN ON INVESTMENTS. AMOUNT: 7,546.
FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS DESCRIPTION: INVESTMENT IN MUTUAL FUNDS. BEG. OF YEAR AMOUNT: 82,933. END OF YEAR AMOUNT: 90,095. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 6,074. END OF YEAR AMOUNT: 4,966.
FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES DESCRIPTION: PAYROLL TAX LIABILITIES. BEG. OF YEAR AMOUNT: 1,685. END OF YEAR AMOUNT: 1,752.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2013

Additional Data


Software ID:  
Software Version: