Civic Intelligence

Kessler Family Foundation

990PF • Fiscal year 2015 • EIN 04-3213614

Jan 01, 2015 to Dec 31, 2015 • Filed on May 13, 2016

Organization Profile
120 Casa BenditaPalm Beach, FL 33480-3602

(212) 888-3400

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

12th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • $25M-$50M nonprofits • Source year 2015

Liabilities / Revenue

12th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • $25M-$50M nonprofits • Source year 2015

Net Margin

11th percentile

-22%

Higher net margin than 11% of similar nonprofits.

2015 filings • $25M-$50M nonprofits • Source year 2015

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • $25M-$50M nonprofits • Source year 2015

Asset Growth

32nd percentile

-1.5%

Faster asset growth than 32% of similar nonprofits.

2015 filings • $25M-$50M nonprofits • Annualized from 2014 to 2015

Revenue Growth

76th percentile

16%

Faster revenue growth than 76% of similar nonprofits.

2015 filings • $25M-$50M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets12th percentile

Assets

Down

$39,916,485

Down $626,784 (-1.5%) from 2014

Net Assets

Down

$39,916,485

Down $626,784 (-1.5%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin11th percentile

Revenue

Up

$1,631,740

Up $219,159 (+16%) from 2014

Expenses

Up

$1,982,897

Up $992,627 (+100%) from 2014

Net Income

Down

-$351,157

Down $773,468 (-183%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60M$40M$20M$0Assets 2011: $37,428,234Liabilities 2011: $02011Assets 2012: $37,551,348Liabilities 2012: $02012Assets 2013: $39,163,850Liabilities 2013: $02013Assets 2014: $40,543,269Liabilities 2014: $0Net Assets 2014: $40,543,2692014Assets 2015: $39,916,485Liabilities 2015: $0Net Assets 2015: $39,916,4852015Assets 2016: $39,011,394Liabilities 2016: $0Net Assets 2016: $39,011,3942016Assets 2017: $42,196,353Liabilities 2017: $0Net Assets 2017: $42,196,3532017Assets 2018: $49,642,933Liabilities 2018: $0Net Assets 2018: $49,642,9332018Assets 2019: $48,229,575Liabilities 2019: $0Net Assets 2019: $48,229,5752019Assets 2020: $45,774,264Liabilities 2020: $0Net Assets 2020: $45,774,2642020Assets 2021: $47,043,858Liabilities 2021: $0Net Assets 2021: $47,043,8582021Assets 2022: $45,690,340Liabilities 2022: $0Net Assets 2022: $45,690,3402022Assets 2023: $49,384,973Liabilities 2023: $0Net Assets 2023: $49,384,9732023Assets 2024: $49,132,261Liabilities 2024: $0Net Assets 2024: $49,132,2612024

Highlighted filing

2015

Assets$39,916,485
Liabilities$0
Net Assets$39,916,485
Open 2015 Filing

Operations Trend

Revenue Growth76th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MRevenue 2011: $1,678,146Expenses 2011: $432,453Net Income 2011: $1,245,6932011Revenue 2012: $998,072Expenses 2012: $413,417Net Income 2012: $584,6552012Revenue 2013: $1,693,155Expenses 2013: $579,508Net Income 2013: $1,113,6472013Revenue 2014: $1,412,581Expenses 2014: $990,270Net Income 2014: $422,3112014Revenue 2015: $1,631,740Expenses 2015: $1,982,897Net Income 2015: -$351,1572015Revenue 2016: $1,423,206Expenses 2016: $2,358,521Net Income 2016: -$935,3152016Revenue 2017: $5,373,616Expenses 2017: $2,221,575Net Income 2017: $3,152,0412017Revenue 2018: $10,449,555Expenses 2018: $2,894,433Net Income 2018: $7,555,1222018Revenue 2019: $1,906,858Expenses 2019: $3,317,831Net Income 2019: -$1,410,9732019Revenue 2020: $1,892,448Expenses 2020: $4,413,852Net Income 2020: -$2,521,4042020Revenue 2021: $10,679,571Expenses 2021: $2,590,198Net Income 2021: $8,089,3732021Revenue 2022: $1,025,394Expenses 2022: $2,780,630Net Income 2022: -$1,755,2362022Revenue 2023: $6,320,759Expenses 2023: $2,628,609Net Income 2023: $3,692,1502023Revenue 2024: $2,335,241Expenses 2024: $2,592,972Net Income 2024: -$257,7312024

Highlighted filing

2015

Revenue$1,631,740
Expenses$1,982,897
Net Income-$351,157
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 13, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay14th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HOWARD J KESSLERTrustee-$0--
PATRICIA M KESSLERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Kessler Family Foundation
EIN
04-3213614
In Care Of
% SHARON JACQUET
Address
120 CASA BENDITA, PALM BEACH, FL 33480-3602

Signing Officer

Name
Patricia M Kessler
Title
Trustee
Phone
6175304008
Signed
2016-05-13

Preparer

Firm
PricewaterhouseCoopers LLP
Address
101 SEAPORT BLVD SUITE 500, BOSTON, MA 02210
Preparer
Charles E Shirley
Phone
6175305000
Raw XML Appendix348 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
ContractorCompensationExpln/ContractorCompExplnGrp/ContractorPersonNm0JP MORGAN
ContractorCompensationExpln/ContractorCompExplnGrp/ExplanationTxt0INVESTMENT MANAGEMENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt014333599
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt016719833
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0SEE ATTACHED
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt01112905
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt01209770
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt016675103
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0SEE ATTACHED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt015374085
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt01081579
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0176631
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt015135
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt0358395
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd041
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01631740
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01631740
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-351157
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03691967
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IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0176631
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0143498
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0358395
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0358395
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt089596
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0113812
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt0500
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt05852
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt026352
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01843233
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt095448
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01982897
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01631740
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01631740
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0143998
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt095448
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0283662
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0186930
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-81523
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2105315
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-6839
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-17456
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-574658
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt67391
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8-86153
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0JP MORGAN #14008
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1JP MORGAN #62005
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2JP MORGAN #62005
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3JP MORGAN #12005
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4JP MORGAN #12005
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5JP MORGAN #88005
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6BLACKSTONE COMMERCIAL REAL ESTATE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7ISHARES COMMODITY INDEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8ISHARES COMMODITY INDEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9ISHARES COMMODITY INDEX SALE ADJUSTMENT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22015-12-31
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82015-12-31
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0275627
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt040192112
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt040543269
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt039916485
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02048793
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02048793
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02048793
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02064156
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt015363
IRS990PF/DistributableAmountGrp/TotalTaxAmt015363
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt010000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt024203
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IRS990PF/FMVAssetsEOYAmt039818566
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt013523491
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IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt016148006
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt016675103
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt015374085
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt03253073
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt04133473
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt03253073
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt01973073
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt05625394
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt04541805
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IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt040543269
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0628677
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02064156
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0HOWARD J KESSLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1PATRICIA M KESSLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PALM BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1PALM BEACH
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0371586
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.013053
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.020945
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.011541
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.008878
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.011385
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.012514
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt015363
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt041283123
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt041559108
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt039416838
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt036247347
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt033412490
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt029693690
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt01843233
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.065263
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt01827870
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01843233
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt015363
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt01843233
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0JP MORGAN 270 PARK AVENUE 28TH FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEW YORK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd010017
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0SHARON JACQUET
IRS990PF/StatementsRegardingActyGrp/PhoneNum02128883400
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0HOWARD J KESSLER
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1PATRICIA M KESSLER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01699235
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE ATTACHMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SEE ATTACHMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0334803602
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01699235
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0257706
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01585527
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02048793
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01843233
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01791087
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01585527
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0275627
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0DIFFERENCE IN FMV TO COST
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0CHARITABLE EVENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0143498
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0143498
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BalanceDueAmt03253073
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BorrowerNameGrp/BusinessName/BusinessNameLine1Txt0SIPC CLAIM
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/InterestRt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt085175
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt14421
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt224216
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0JP MORGAN MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1ISHARES COMMODITY INDEX TRUST
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2OTHER PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt085175
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt14421
TaxesSchedule/TaxesDetail/Amt0500
TaxesSchedule/TaxesDetail/Amt120000
TaxesSchedule/TaxesDetail/Amt25852
TaxesSchedule/TaxesDetail/CategoryTxt0MA FILING FEE
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL INCOME TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0500
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt05852
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICIA M KESSLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06175304008
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KESSLER FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0KESS
ReturnHeader/Filer/EIN0043213614
ReturnHeader/Filer/InCareOfNm0% SHARON JACQUET
ReturnHeader/Filer/USAddress/AddressLine1Txt0120 CASA BENDITA
ReturnHeader/Filer/USAddress/CityNm0PALM BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0334803602
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PricewaterhouseCoopers LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 SEAPORT BLVD SUITE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002210
ReturnHeader/PreparerPersonGrp/PhoneNum06175305000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHARLES E SHIRLEY
ReturnHeader/ReturnTs02016-11-14T08:06:22-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$39,916,485
Liabilities
$0
Net assets
$39,916,485
Revenue
$1,631,740
Expenses
$1,982,897
Net income
-$351,157
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$49.1$0.00$49.1$2.34$2.59$0.26
2023Detailed filing. Detailed filing data is available for this year.$49.4$0.00$49.4$6.32$2.63$3.69
2022Detailed filing. Detailed filing data is available for this year.$45.7$0.00$45.7$1.03$2.78$1.76
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$47.0$0.00$47.0$10.7$2.59$8.09
2020Detailed filing. Detailed filing data is available for this year.$45.8$0.00$45.8$1.89$4.41$2.52
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$48.2$0.00$48.2$1.91$3.32$1.41
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$49.6$0.00$49.6$10.4$2.89$7.56
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$42.2$0.00$42.2$5.37$2.22$3.15
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$39.0$0.00$39.0$1.42$2.36$0.94
2015Detailed filing. Detailed filing data is available for this year.$39.9$0.00$39.9$1.63$1.98$0.35
2014Detailed filing. Detailed filing data is available for this year.$40.5$0.00$40.5$1.41$0.99$0.42
2013Summary only. Only limited summary data is available for this year.$39.2$0.00$1.69$0.58$1.11
2012Summary only. Only limited summary data is available for this year.$37.6$0.00$1.00$0.41$0.58
2011Summary only. Only limited summary data is available for this year.$37.4$0.00$1.68$0.43$1.25