Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 01-01-2013 , and ending 12-31-2013
Name of foundation
THE ETHEL AND W GEORGE KENNEDY
FAMILY FOUNDATION INC

Number and street (or P.O. box number if mail is not delivered to street address)6619 S DIXIE HIGHWAY STE 400   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MIAMI, FL33143
A Employer identification number

59-6204880
B Telephone number (see instructions)

(305) 666-6226
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$28,498,613
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet
3 Interest on savings and temporary cash investments 76 76  
4 Dividends and interest from securities...... 451,769 451,769  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,338,947
b Gross sales price for all assets on line 6a 6,314,177
7 Capital gain net income (from Part IV, line 2)... 1,338,947
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 2,370 2,370  
12 Total. Add lines 1 through 11........ 1,793,162 1,793,162  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 146,500 73,250   73,250
14 Other employee salaries and wages...... 81,885 36,500   36,500
15 Pension plans, employee benefits....... 12,441 6,221   6,220
16a Legal fees (attach schedule)......... 8,588 4,294   4,294
b Accounting fees (attach schedule)....... 12,672 12,672    
c Other professional fees (attach schedule).... 49,096 49,096    
17 Interest...............        
18 Taxes (attach schedule) (see instructions) 16,346 331   330
19 Depreciation (attach schedule) and depletion... 1,349    
20 Occupancy.............. 26,261 13,131   13,130
21 Travel, conferences, and meetings....... 45,940 9,188   36,752
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 22,325 15,544   6,781
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 423,403 220,227   177,257
25 Contributions, gifts, grants paid........ 1,057,800 1,057,800
26 Total expenses and disbursements. Add lines 24 and 25 1,481,203 220,227   1,235,057
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 311,959
b Net investment income (if negative, enter -0-) 1,572,935
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 179,451 63,411 63,411
2 Savings and temporary cash investments..........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........   10,796 10,796
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 25,388,773 Click to see attachment27,370,522 27,370,522
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 578,827 Click to see attachment1,046,742 1,046,742
14 Land, buildings, and equipment: basis bullet18,435
Less: accumulated depreciation (attach schedule) bullet12,943 6,343 Click to see attachment5,492 5,492
15 Other assets (describe bullet) Click to see attachment1,650 Click to see attachment1,650 Click to see attachment1,650
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 26,155,044 28,498,613 28,498,613
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment8,519  
23 Total liabilities (add lines 17 through 22).......... 8,519 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 26,146,525 28,498,613
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 26,146,525 28,498,613
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 26,155,044 28,498,613
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 26,146,525
2 Enter amount from Part I, line 27a..................... 2 311,959
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 2,040,129
4 Add lines 1, 2, and 3.......................... 4 28,498,613
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 28,498,613
Form 990-PF (2013)
Form 990-PF (2013)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b) How acquired
P—Purchase
D—Donation
(c) Date acquired
(mo., day, yr.)
(d) Date sold
(mo., day, yr.)
1 a SEE ATTACHED - CHARLES SCHWAB 3122 P 2013-01-01 2013-12-31
b SEE ATTACHED - CHARLES SCHWAB 3122 P 2012-01-01 2013-12-31
c SEE ATTACHED - CHARLES SCHWAB 1466 P 2013-01-01 2013-12-31
d SEE ATTACHED - CHARLES SCHWAB 1466 P 2012-01-01 2013-12-31
e
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a 479,862   470,396 9,466
b 864,415   787,232 77,183
c 847,682   768,964 78,718
d 3,679,748   2,948,638 731,110
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69
(k) Excess of col. (i)
over col. (j), if any
a       9,466
b       77,183
c       78,718
d       731,110
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 1,338,947
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . .
Bracket 3 88,184
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2012 1,199,136 25,059,986 0.047851
2011 1,083,727 25,095,910 0.043183
2010 1,026,959 24,959,751 0.041145
2009 926,814 22,063,555 0.042007
2008 997,676 23,810,494 0.041901
2 Total of line 1, column (d) ...................... 2 0.216087
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years
. . .
3 0.043217
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 27,026,404
5 Multiply line 4 by line 3....................... 5 1,168,000
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 15,729
7 Add lines 5 and 6......................... 7 1,183,729
8 Enter qualifying distributions from Part XII, line 4.............. 8 1,235,057
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2013)
Form 990-PF (2013)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 15,729
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2............................ 3 15,729
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 15,729
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 26,481
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 26,481
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 10,752
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet10,752 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletFL
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.KENNEDYFAMILYFDN.ORG
    14
    The books are in care ofbulletKATHLEEN K OLSEN Telephone no.bullet (305) 666-6226
    Located atbullet6619 S DIXIE HIGHWAY STE 400MIAMIFL ZIP+4bullet33143
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2013, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bullet  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2013?.............
    1c
     
     
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If "Yes," did it have excess business holdings in 2013 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2013.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2013?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to
    employee benefit plans
    and deferred compensation
    (e) Expense account,
    other allowances
    FORREST I MULCAHEYClick to see attachment DIRECTOR
    2.00
    4,500 0 0
    471 51ST STREET APT 2
    BROOKLYN,NY11220
    GUY RIZZOClick to see attachment DIRECTOR
    2.00
    2,000 0 0
    123 WISTERIA
    LONGWOOD,FL32779
    KARYN K HERTERICHClick to see attachment PRESIDENT
    15.00
    14,500 0 0
    P O BOX 689
    BLOWING ROCK,NC28605
    KATHLEEN KENNEDY-OLSENClick to see attachment DIR & SEC/TR
    25.00
    92,000 0 0
    6619 SOUTH DIXIE HIGHWAY 383
    MIAMI,FL33143
    KENDEL H KENNEDYClick to see attachment DIR & V.P.
    2.00
    14,500 0 0
    400 HAWSER LANE
    NAPLES,FL34102
    KIMBERLY B KENNEDYClick to see attachment DIR & V.P.
    2.00
    14,500 0 0
    349 BURGOYNE ROAD
    SARATOGA,NY12866
    MORGAN HERTERICHClick to see attachment DIRECTOR
    2.00
    4,500 0 0
    16 DUNNEMANN AVENUE
    CHARLESTON,SC29403
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    AMANDA L JACKSON-WILLYClick to see attachment SENIOR ADM
    40.00
    81,885    
    1405 4TH AVENUE NW
    ARDMORE,OK73401
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,351,320
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    15,729
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    15,729
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,335,591
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    1,335,591
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    1,335,591
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
     
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
     
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2012
    (c)
    2012
    (d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7 1,335,591
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 1,143,284
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2013:
    a From 2008.......  
    b From 2009.......  
    c From 2010.......  
    d From 2011.......  
    e From 2012.......  
    fTotal of lines 3a through e.........  
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 1,235,057
    a Applied to 2012, but not more than line 2a 1,143,284
    b Applied to undistributed income of prior years
    (Election required—see instructions)......
     
    c Treated as distributions out of corpus (Election
    required—see instructions).........
     
    d Applied to 2013 distributable amount..... 91,773
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2013.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........
     
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
     
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........
    1,243,818
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............
     
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...
     
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......
     
    10 Analysis of line 9:
    a Excess from 2009....  
    b Excess from 2010....  
    c Excess from 2011....  
    d Excess from 2012....  
    e Excess from 2013....  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2013, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2013 (b) 2012 (c) 2011 (d) 2010
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    KENNEDY FAMILY FOUNDATION
    6619 SDIXIE HIGHWAY 400
    MIAMI   33143
    UV
    (305) 666-6226
    bThe form in which applications should be submitted and information and materials they should include:
    FOR MORE INFORMATION VISIT WWW.KENNEDYFAMILYFDN.ORG CRITERIA, GUIDELINES AND APPLICATION PROCEDURAL DETAILS CAN BE PROVIDED UPON RECEIPT OF A LETTER OF INTRODUCTION.
    cAny submission deadlines:
    FOR MORE INFORMATION VISIT WWW.KENNEDYFAMILYFDN.ORG CRITERIA, GUIDELINES AND APPLICATION PROCEDURAL
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    FOR MORE INFORMATION VISIT WWW.KENNEDYFAMILYFDN.ORG CRITERIA, GUIDELINES AND APPLICATION PROCEDURAL DETAILS CAN BE PROVIDED UPON RECEIPT OF A LETTER OF INTRODUCTION.
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    ACTOR'S PLAYHOUSE
    280 MIRACLE MILE
    CORAL GABLES,FL33134
    NONE 501(C)(3) PU SPECIAL PERFORMANCE - AUTISM 12,500
    ALVIN ALLEY AMERICAN DANCE THEATER
    405 WEST 55TH STREET
    NEW YORK,NY10019
    NONE 501(C)(3) PU REVELATIONS EDUCATIONAL OUTREACH 5,000
    AMERICAN COLLEGE OF THE BUILDING AR
    21 MAGAZINE STREET
    CHARLESTON,SC29401
    NONE 501(C)(3) PU DONATION 3,000
    AMERICAN RED CROSS
    335 SW 27TH AVE
    MIAMI,FL33135
    NONE 501(C)(3) PU GENERAL OPERATING 5,000
    AMERICANS FOR IMMIGRANT JUSTICE
    3000 BISCAYNE BLVD SUITE
    MIAMI,FL33137
    NONE 501(C)(3) PU PROTECTING OUR CHIDLREN INITIATIVE 10,000
    AMPLIFYME
    1775 WASHINGTON AVENUE
    MIAMI BEACH,FL33139
    NONE 501(C)(3) PU MEDIA PROGRAMS 15,000
    APPALACHIAN STATE UNIVERSITY
    ASU BOX 32014
    BOONE,NC28608
    NONE 501(C)(3) PU SCHOLARSHIPS 8,250
    APPALACHIAN WOMEN'S FUND
    PO BOX 1838
    BOONE,NC28607
    NONE 501(C)(3) PU GENERAL OPERATING, TRAINING 25,600
    BLOWING ROCK CARES
    PO BOX 1203
    BLOWING ROCK,NC28605
    NONE 501(C)(3) PU FAMILY ASSISTANCE 2,000
    BLOWING ROCK COMMUNITY FOUNDATION
    PO BOX 525
    BLOWING ROCK,NC28605
    NONE 501(C)(3) PU ANNUAL SPONSORSHIP COMMUNITY DAY 200
    CAMP HAPPY DAYS
    1622 ASHELY HALL ROAD
    CHARLESTON,SC29407
    NONE 501(C)(3) PU CANCER CAMP 27,000
    CAMP TLC
    1 GARRETT PLACE
    BRONXVILLE,NY10708
    NONE 501(C)(3) PU SUMMER CAMP 20,000
    CHARLESTON SYMPHONY ORCHESTRA
    572 SAVANNAH HWY STE 10
    CHARLESTON,SC29407
    NONE 501(C)(3) PU GENERAL OPERATING 3,000
    CHILDREN'S MUSEUM OF THE LOW COUNTR
    25 ANN ST
    CHARLESTON,SC29403
    NONE 501(C)(3) PU GENERAL OPERATING 10,000
    CHILDREN'S SURVIVAL NETWORK
    5975 SUNSET DRIVE STE 7
    SOUTH MIAMI,FL33143
    NONE 501(C)(3) PU PARENT CENTER AT THE BARNYARD 5,000
    COCONUT GROVE CARES
    3870 WASHINGTON AVENUE
    COCONUT GROVE,FL33133
    NONE 501(C)(3) PU THE BARNYARD PROGRAMS 20,000
    COMMUNITY HOSPICE FOUNDATION
    179 LAWRENCE STREET
    SARATOGA SPRINGS,NY12866
    NONE 501(C)(3) PU SARATOGA HOSPICE 10,000
    CORAL GABLES MUSEUM
    285 ARAGON AVENUE
    CORAL GABLES,FL33134
    NONE 501(C)(3) PU GENERAL OPERATING 10,000
    DISABLED AMERICAN VETERANS
    PO BOX 2914
    BOONE,NC28607
    NONE 501(C)(3) PU TRANSPORTATION 4,000
    DRANOFF INTERNATIONAL TWO PIANO FOU
    3550 BISCAYNE BLVD STE
    MIAMI,FL33137
    NONE 501(C)(3) PU DONATION 5,000
    EDUCATE TOMORROW
    1717 N BAYSHORE DRIVE S
    MIAMI,FL33132
    NONE 501(C)(3) PU STAFFING 20,000
    ELECTRONIC FRONTIER FOUNDATION
    454 SHOTWELL STREET
    SAN FRANCISCO,CA94110
    NONE 501(C)(3) PU DONATION 10,000
    ENSEMBLE STAGE CO
    130 SUNSET DRIVE
    BLOWING ROCK,NC28605
    NONE 501(C)(3) PU ANTI-BULLYING PROGRAMS 1,000
    EVA'S VILLAGE
    393 MAIN STREET
    PATERSON,NJ07501
    NONE 501(C)(3) PU FOOD AND SHELTER PROGRAMS 5,000
    FAIRCHILD TROPICAL BOTANIC GARDEN
    10901 OLD CUTLER RD
    CORAL GABLES,FL33156
    NONE 501(C)(3) PU EDUCATIONAL OUTREACH 7,500
    FAMILY COUNSELING SERVICE
    7412 SUNSET
    MIAMI,FL33143
    NONE 501(C)(3) PU BONDING THERAPY 10,000
    FEEDING SOUTH FLORIDA
    2501 SW 32ND TERRACE
    PEMBROKE PIINES,FL33023
    NONE 501(C)(3) PU GENERAL OPERATING 20,000
    FLORIDA HEART RESEARCH INSTITUTE
    4770 BISCAYNE BLVD
    MIAMI,FL33137
    NONE 501(C)(3) PU DONATION 1,000
    FRANKLIN COMMUNITY CENTER
    10 FRANKLIN STREET
    SARATOGA SPRINGS,NY12866
    NONE 501(C)(3) PU PROJECT LIFT 23,500
    FREEDOM RIDE
    1905 LEE ROAD
    ORLANDO,FL32810
    NONE 501(C)(3) PU DONATION 2,000
    FRIENDS OF LC BATES MUSEUM
    PO BOX 159
    HINCKLEY,ME04944
    NONE 501(C)(3) PU NATURALIST PROGRAM 8,000
    GOOD GOVERNMENT INITIATIVE
    1320 SOUTH DIXIE HWY 91
    MIAMI,FL33146
    NONE 501(C)(3) PU GENERAL OPERATING 5,000
    GROUNDSWELL
    339 DOUGLASS STREET
    BROOKLYN,NY11217
    NONE 501(C)(3) PU GENERAL PROGRAMMING 1,000
    HAITIAN NEIGHBORHOOD CENTER SANT L
    5000 BISCAYNE BLVD SUIT
    MIAMI,FL33137
    NONE 501(C)(3) PU GENERAL OPERATING 6,500
    HARRY CHAPIN FOOD BANK
    2126 ALICIA STREET
    FT MYERS,FL33901
    NONE 501(C)(3) PU SUPPORT FOR COMMUNITY FOOD PROGRAM 30,000
    HEARING & SPEECH CENTER OF FLORIDA
    9425 SW 72ND STREET STE
    MIAMI,FL33173
    NONE 501(C)(3) PU EARLY CHILDHOOD SCREENING 5,400
    HOMES FOR ORPHANED PETS EXIST
    PO BOX 2497
    WILTON,NY12831
    NONE 501(C)(3) PU ANIMAL CARE 5,000
    HOSPITALITY HOUSE OF BOONE
    302 WEST KING STREET
    BOONE,NC28607
    NONE 501(C)(3) PU PROGRAMS FOR THE HOMELESS 6,400
    HOUSE OF HOPE
    2036 36TH STREET
    ORLANDO,FL32839
    NONE 501(C)(3) PU SUPPORT FOR YOUTH REHABILITATION AND 15,000
    HUMAN NEEDS FOOD PANTRY
    9 LABEL STREET
    MONTCLAIR,NJ07042
    NONE 501(C)(3) PU GENERAL OPERATING 5,000
    JUNIOR LEAGUE OF MIAMI
    713 BILTMORE WAY
    CORAL GABLES,FL33134
    NONE 501(C)(3) PU WOMEN'S SHELTER 5,000
    KENNEDY CENTER HONORS
    2700 F STREET NW
    WASHINGTON,DC20566
    NONE 501(C)(3) PU CONTRIBUTION TO KENNEDY CENTER HONOR 21,500
    KRISTI HOUSE
    1265 NW 12TH AVENUE
    MIAMI,FL33136
    NONE 501(C)(3) PU PROJECT GOLD SAFE HOUSE 20,000
    LINCOLNVILLE HISTORICAL SOCIETY
    PO BOX 204
    LINCOLNVILLE,ME04849
    NONE 501(C)(3) PU CAPITAL CAMPAIGN. 8,000
    LITTLE BROOK FARM
    548 COUNTY RT 13
    OLD CHATHAM,NY12136
    NONE 501(C)(3) PU GENERAL OPERATING 10,000
    LIGONIER MINISTRIES
    400 TECHNOLOGY PARK DRIVE
    LAKE MARY,FL32746
    NONE 501(C)(3) PU GENERAL OPERATING 25,000
    MIAMI LIGHT PROJECT
    PO BOX 1048
    MIAMI,FL33137
    NONE 501(C)(3) PU EDUCATIONAL OUTREACH 10,000
    MIAMI MUSEUM OF SCIENCE
    3280 SOUTH MIAMI AVE
    MIAMI,FL33133
    NONE 501(C)(3) PU GIRL'S ENGINEERING PROGRAM 15,000
    MT SINAIWEIN CENTER
    4300 ALTON ROAD
    MIAMI BEACH,FL33140
    NONE 501(C)(3) PU ALZHEIMER'S SUPPORT 5,000
    MUSEUM OF CONTEMPORARY ART
    770 NE 125TH ST
    NORTH MIAMI,FL33161
    NONE 501(C)(3) PU SUPPORT FOR ART EDUCATIONAL PROGRAMS 115,000
    NATIONAL SYMPHONY ORCHESTRA
    2700 F STREET NW
    WASHINGTON,DC20566
    NONE 501(C)(3) PU CONTRIBUTION IN SUPPORT OF THE ARTS 28,000
    NEW TRIBES MISSION
    1000 EAST 1ST STREET
    SANFORD,FL32771
    NONE 501(C)(3) PU DONATION 2,000
    NFTEKIDVENTURES
    5901 SW 74TH STREET STE
    SOUTH MIAMI,FL33143
    NONE 501(C)(3) PU PROGRAM EXPANSION 20,000
    OASIS - A HAVEN FOR WOMEN AND CHILD
    59 MILL STREET
    PATERSON,NJ07501
    NONE 501(C)(3) PU GENERAL OPERATING 5,000
    OASIS SHRINERS TEMPLE CHARLOTTE
    604 DOUG MAYES PLACE
    CHARLOTTE,NC28262
    NONE 501(C)(3) PU CHILDREN'S HOSPITAL 1,000
    OPEN DOOR HEALTH CENTER
    1350 SW 4TH STREET
    HOMESTEAD,FL33030
    NONE 501(C)(3) PU DONATION 20,000
    OUR KIDS
    PO BOX 010951
    MIAMI,FL33101
    NONE 501(C)(3) PU TOY DRIVE 5,000
    PEACEFUL ACRES HORSES
    3740 RYNEX CORNERS RD
    PATTERSONVILLE,NY12137
    NONE 501(C)(3) PU RETREATS AND CAPITAL CAMPAIGN 25,000
    PLANNED PARENTHOOD FEDERATION OF AM
    434 W 33RD STREET
    NEW YORK,NY10001
    NONE 501(C)(3) PU DONATION 2,000
    RONALD MCDONALD HOUSE CHARLESTON
    81 GADSDEN STREET
    CHARLESTON,SC29401
    NONE 501(C)(3) PU GENERAL OPERATING 750
    SANFORD CRISIS PREGNANCY CENTER
    1002 FRENCH AVENUE
    SANFORD,FL32771
    NONE 501(C)(3) PU GENERAL OPERATING 3,000
    SC RURAL PRESERVATION COMPANY
    36 CHURCH AVENUE
    BALLSTON SPA,NY12020
    NONE 501(C)(3) PU HOMELESS VET PROGRAMS 5,000
    SOLIDAGO FOUNDATION
    150 MAIN STREET FLOOR 3
    NORTHHAMPTON,MA01060
    NONE 501(C)(3) PU CRIMINAL JUSTICE INITIATIVE 12,000
    SOUTH FLORIDA YOUTH SYMPHONY
    12645 SW 114TH AVENUE
    MIAMI,FL33176
    NONE 501(C)(3) PU SCHOLARSHIPS, CAMP AND INSTRUMENTS 10,000
    ST ANDREWS CHAPEL
    514 WALDEN VIEW DRIVE
    SANFORD,FL32771
    NONE 501(C)(3) PU DONATION 25,000
    SWITCHBOARD OF MIAMI
    190 NE 3RD STREET
    MIAMI,FL33132
    NONE 501(C)(3) PU DONATION 5,000
    SYMPHONY AT CHETOLA
    PO BOX 2445
    BLOWING ROCK,NC28605
    NONE 501(C)(3) PU ARTS PROGRAMMING 3,500
    TEACH FOR AMERICA
    3252 NE 1ST AVENUE 212
    MIAMI,FL33137
    NONE 501(C)(3) PU GENERAL PROGRAMMING 20,000
    TEMPLE OF THE HIGH COUNTRY
    1043 W KING STREET
    BOONE,NC28607
    NONE 501(C)(3) PU DONATION 2,500
    THE ALBANY ACADEMY
    135 ACADEMY RD
    ALBANY,NY12208
    NONE 501(C)(3) PU SCHOLARSHIPS 5,000
    THE BEEHIVE DESIGN COLLECTIVE
    1 ELM STREET
    MACHIAS,ME04654
    NONE 501(C)(3) PU COMMUNITY ART PROJECTS 1,000
    THE CHRIST SCHOOL
    500 CHRIST SCHOOL ROAD
    ARDEN,NC28704
    NONE 501(C)(3) PU ART; SCHOLARSHIPS; GENERAL SUPPORT 12,500
    THE EDUCATION FUND
    900 NE 125TH STREET
    MIAMI,FL33161
    NONE 501(C)(3) PU SUPPLY CENTER AND GENERAL OPERATING 40,000
    THE SUNDARI FOUNDATION
    1514 NW 2ND AVENUE SUITE
    OVERTOWN,FL33136
    NONE 501(C)(3) PU LOTUS HOUSE 20,000
    THOMAS ARMOUR YOUTH BALLET
    5818 SW 73RD STREET
    SOUTH MIAMI,FL33143
    NONE 501(C)(3) PU SATELITE PROGRAMS 20,000
    TRUE LIFE CHOICE
    4314 EDGEWATER DRIVE
    ORLANDO,FL32804
    NONE 501(C)(3) PU GENERAL OPERATING 3,000
    UNITED ARTS COUNCIL OF COLLIER COUN
    501 GOODLETTE ROAD A 210
    NAPLES,FL34102
    NONE 501(C)(3) PU ARTS PROGRAMS - VISUAL AND MUSICAL 3,600
    UM DEPARTMENT OF PEDIATRICS
    1601 NW 12TH AVENUE
    MIAMI,FL33136
    NONE 501(C)(3) PU MOBILE CLINIC 5,000
    UNIVERSITY OF MIAMI SCHOOL OF LAW
    1311 MILLER DRIVE
    CORAL GABLES,FL33146
    NONE 501(C)(3) PU SUPPORT FOR EDUCATION AND RESEARCH 30,000
    UNIVERSITY OF MISSISSIPPI FOUNDATIO
    406 UNIVERSITY AVENUE
    OXFORD,MS38655
    NONE 501(C)(3) PU MEMORIAL SCHOLARSHIPS - EDUCATION 11,000
    VOICES FOR CHILDREN FOUNDATION
    601 NW 1ST COURT 10
    MIAMI,FL33136
    NONE 501(C)(3) PU TRANSITIONING YOUTH AND GENERAL OPER 40,000
    WAKE FOREST BAPTIST MEDICAL CENTER
    1 MEDICAL CENTER BLVD
    WINSTONSALEM,NC27103
    NONE 501(C)(3) PU CANCER CENTER 1,000
    WATERFALL ARTS
    256 HIGH STREET
    BELFAST,ME04915
    NONE 501(C)(3) PU PRINTMAKING STUDIO 10,000
    WATERVLIET UNITED METHODIST CHURCH
    1401 FIRST AVENUE
    WATERVLIET,NY12189
    NONE 501(C)(3) PU FOOD PANTRY; GENERAL SUPPORT 5,000
    WFMU
    PO BOX 2011
    JERSEY CITY,NJ07303
    NONE 501(C)(3) PU GENERAL PROGRAMMING 4,000
    WOMEN'S FUND OF MIAMI-DADE
    3001 PONCE DE LEON BLVD
    CORAL GABLES,FL33146
    NONE 501(C)(3) PU PROGRAMMING AND TRAINING 25,600
    YMCA OF THE TRIANGLE AREA
    801 CORPORATE CENTER DRIV
    RALEIGH,NC27607
    NONE 501(C)(3) PU SUMMER CAMP SCHOLARSHIPS 4,000
    Total .................................bullet 3a 1,057,800
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............
        14 76  
    4 Dividends and interest from securities....     14 451,769  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............
             
    7 Other investment income.....     15 2,370  
    8
    Gain or (loss) from sales of assets other than inventory .............
        14 1,338,947  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   1,793,162  
    13Total. Add line 12, columns (b), (d), and (e)..................
    131,793,162
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    PROPERTIES INC 501(C)(2) HOLDS TITLE TO PROPERTY
    Sign Here
    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 taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







    Firm's EINbullet
    Phone no.
    Form 990-PF (2013)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2013 AccountingFeesSchedule
    Name:
    THE ETHEL AND W GEORGE KENNEDY
    FAMILY FOUNDATION INC
    EIN: 59-6204880
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 12,672 12,672    

    TY 2013 CompensationExplanation
    Name:
    THE ETHEL AND W GEORGE KENNEDY
    FAMILY FOUNDATION INC
    EIN: 59-6204880
    Person Name Explanation
    FORREST I MULCAHEY  
    GUY RIZZO  
    KARYN K HERTERICH  
    KATHLEEN KENNEDY-OLSEN  
    KENDEL H KENNEDY  
    KIMBERLY B KENNEDY  
    MORGAN HERTERICH  

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2013 DepreciationSchedule
    Name:
    THE ETHEL AND W GEORGE KENNEDY
    FAMILY FOUNDATION INC
    EIN: 59-6204880
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)
    Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    FURNITURE 2000-07-13 1,940 1,940 S/L 5.0000        
    FURNITURE 2000-09-19 2,062 2,062 S/L 5.0000        
    FURNITURE 2000-11-02 277 277 S/L 5.0000        
    FURNITURE 2000-12-05 277 277 S/L 5.0000        
    COMPUTER SOFTWARE 2002-05-09 1,022 1,022 S/L 3.0000        
    IMPROVEMENTS 1999-01-01 1,470 514 S/L 40.0000 37      
    OFFICE FURNITURE 2002-07-24 870 870 S/L 7.0000        
    OFFICE FURNITURE 2002-10-15 984 984 S/L 7.0000        
    CONFERENCE TABLE, CREDENZA JC WH 2001-05-17 1,658 1,658 S/L 10.0000        
    COMPUTER SOFTWARE 2006-09-21 864 864 S/L 3.0000        
    BACK-UP SYSTEM PC SO 2008-06-24 910 819 S/L 5.0000 91      
    COFFEE MAKER 2011-04-25 223 74 S/L 5.0000 45      
    IPADS 2012-12-12 2,649 44 S/L 5.0000 530      
    IPADS 2012-12-21 1,467   S/L 5.0000 293      
    COMPUTER 2012-04-06 569 85 S/L 5.0000 114      
    ACER MONITOR 2012-04-06 155 23 S/L 5.0000 31      
    COPIER/PRINTER/SCANNER 2012-04-06 369 55 S/L 5.0000 74      
    PRINTER 2012-04-06 170 26 S/L 5.0000 34      
    IPAD 2013-01-14 499   S/L 5.0000 100      

    TY 2013 EmployeeCompensationExpln
    Name:
    THE ETHEL AND W GEORGE KENNEDY
    FAMILY FOUNDATION INC
    EIN: 59-6204880
    Employee Explanation
    AMANDA L JACKSON-WILLY  

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    THE ETHEL AND W GEORGE KENNEDY
    FAMILY FOUNDATION INC
    EIN: 59-6204880
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CORP STOCK & MONEY MARKET FUNDS 27,370,522 27,370,522

    TY 2013 InvestmentsOtherSchedule2
    Name:
    THE ETHEL AND W GEORGE KENNEDY
    FAMILY FOUNDATION INC
    EIN: 59-6204880
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    DUE FROM BAY POINT PROPERTIES, INC FMV 1,046,742 1,046,742

    TY 2013 LandEtcSchedule2
    Name:
    THE ETHEL AND W GEORGE KENNEDY
    FAMILY FOUNDATION INC
    EIN: 59-6204880
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
      18,435 12,943 5,492 5,492


    TY 2013 LegalFeesSchedule
    Name:
    THE ETHEL AND W GEORGE KENNEDY
    FAMILY FOUNDATION INC
    EIN: 59-6204880
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 8,588 4,294   4,294


    TY 2013 OtherAssetsSchedule
    Name:
    THE ETHEL AND W GEORGE KENNEDY
    FAMILY FOUNDATION INC
    EIN: 59-6204880
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DEPOSITS 1,650 1,650 1,650


    TY 2013 OtherExpensesSchedule
    Name:
    THE ETHEL AND W GEORGE KENNEDY
    FAMILY FOUNDATION INC
    EIN: 59-6204880
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    BANK CHARGE 758 758    
    DUES & SUBSCRIPTIONS 3,725 2,980   745
    INSURANCE 2,870 2,296   574
    INTERNET/TELEPHONE SERVICE 3,557 2,846   711
    OFFICE EXPENSE & SUPPLIES 2,889 2,311   578
    REPAIRS & MAINTENANCE 3,359 1,680   1,679
    POSTAGE 2,582 1,291   1,291
    PAYROLL SERVICE FEE 2,288 1,144   1,144
    STATIONERY & PRINTING 297 238   59


    TY 2013 OtherIncomeSchedule2
    Name:
    THE ETHEL AND W GEORGE KENNEDY
    FAMILY FOUNDATION INC
    EIN: 59-6204880
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ROYALTIES-CITATION OIL & GAS 2,370 2,370  


    TY 2013 OtherIncreasesSchedule
    Name:
    THE ETHEL AND W GEORGE KENNEDY
    FAMILY FOUNDATION INC
    EIN: 59-6204880
    Description Amount
    UNREALIZED GAIN ON FAIR MARKET VALUE 2,040,131
    ROUNDING ADJUSTMENT -2


    TY 2013 OtherLiabilitiesSchedule
    Name:
    THE ETHEL AND W GEORGE KENNEDY
    FAMILY FOUNDATION INC
    EIN: 59-6204880
    Description Beginning of Year - Book Value End of Year - Book Value
    FEDERAL EXCISE TAX PAYABLE 8,519  


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    THE ETHEL AND W GEORGE KENNEDY
    FAMILY FOUNDATION INC
    EIN: 59-6204880
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEE 49,096 49,096    


    TY 2013 TaxesSchedule
    Name:
    THE ETHEL AND W GEORGE KENNEDY
    FAMILY FOUNDATION INC
    EIN: 59-6204880
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX - 2013 15,685      
    LICENSES & FEES 216 108   108
    TAXES OTHER 445 223   222