Kessler Family Foundation

990PF • Fiscal year 2016 • EIN 04-3213614

Jan 01, 2016 to Dec 31, 2016 • Filed on May 10, 2017

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.

0.00x

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

2016 filings • $25M-$50M nonprofits • Source year 2016

0.00x

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

2016 filings • $25M-$50M nonprofits • Source year 2016

-66%

Higher net margin than 6% of similar nonprofits.

2016 filings • $25M-$50M nonprofits • Source year 2016

Higher top officer pay than 15% of similar nonprofits.

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

2016 filings • $25M-$50M nonprofits • Source year 2016

-2.3%

Faster asset growth than 25% of similar nonprofits.

2016 filings • $25M-$50M nonprofits • Annualized from 2015 to 2016

-13%

Faster revenue growth than 20% of similar nonprofits.

2016 filings • $25M-$50M nonprofits • Annualized from 2015 to 2016

Balance Sheet

Liabilities / Assets8th percentile

Assets

Down

$39,011,394

Down $905,091 (-2.3%) from 2015

Net Assets

Down

$39,011,394

Down $905,091 (-2.3%) from 2015

Liabilities

Flat

Flat from 2015

Revenue And Expenses

Liabilities / Revenue8th percentile Net Margin6th percentile

Revenue

Down

$1,423,206

Down $208,534 (-13%) from 2015

Expenses

$2,358,521

Up $375,624 (+19%) from 2015

Net Income

Down

-$935,315

Down $584,158 (-166%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

Highlighted filing

2016

Assets$39,011,394

Liabilities$0

Net Assets$39,011,394

Open 2016 Filing

Operations Trend

Revenue Growth20th percentile

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

Highlighted filing

2016

Revenue$1,423,206

Expenses$2,358,521

Net Income-$935,315

Open 2016 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2016 to Dec 31, 2016
Signed: May 10, 2017
Return Version: 2016v3.1

Compensation and Service Providers

Top Officer Pay15th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
HOWARD J KESSLER	Trustee	-	$0	-	-
PATRICIA M KESSLER	Trustee	-	$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: 2017-05-10

Preparer

Firm: PricewaterhouseCoopers LLP
Address: 101 SEAPORT BLVD SUITE 500, BOSTON, MA 02210
Preparer: Charles E Shirley
Phone: 6175305000

Raw XML Appendix345 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.

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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	0	15740098
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	0	18536050
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	SEE ATTACHED
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt	0	1112905
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt	0	1248265
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	0	14611335
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	0	SEE ATTACHED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	0	13828917
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt	0	930833
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt	0	360671
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd	0	18
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt	0	4124
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt	0	127578
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd	0	41
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt	0	1423206
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	1423206
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	360671
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	2150267
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	2150267
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	930833
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	930833
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	-935315
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	7261601
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt	0	4124
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt	0	4124
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	360671
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	1330069
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt	0	95557
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt	0	95557
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt	0	127578
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt	0	86634
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt	0	95694
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt	0	500
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt	0	6503
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	17003
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	2246324
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	93137
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	2358521
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	1423206
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	1423206
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	96057
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	93137
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	208254
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	0	301574
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	1	-108179
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	2	170197
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	3	3020
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	4	444
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	5	366
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	6	-12600
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	7	5849
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	0	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	1	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	2	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	3	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	4	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	5	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	6	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	7	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	0	JP MORGAN #14008
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	1	JP MORGAN #62005
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	2	JP MORGAN #62005
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	3	JP MORGAN #88005
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	4	JP MORGAN #88005
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	5	JP MORGAN #12005
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	6	JP MORGAN #12005
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	7	JP MORGAN TRANSACTION ADJUSTMENT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	0	2016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	1	2016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	2	2016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	3	2016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	4	2016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	5	2016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	6	2016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	7	2016-12-31
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IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	-935315
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt	0	30224
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	39011394
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	39916485
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	39011394
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	1946076
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	1946076
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	1946076
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	1959377
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	13301
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	13301
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt	0	10000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt	0	20902
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd	0	X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt	0	24203
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	13301
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt	0	20902
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt	0	13301
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	13301
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt	0	34203
IRS990PF/FMVAssetsEOYAmt	0	40040288
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt	0	14333599
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt	0	15740098
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt	0	18536050
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt	0	16675103
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt	0	14611335
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt	0	13828917
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt	0	3148673
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt	0	3253073
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt	0	3148673
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt	0	2028673
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt	0	4541805
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt	0	4398383
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt	0	4398383
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	39916485
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	39011394
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	40040288
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	39916485
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	39011394
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	39916485
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	39011394
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt	0	39916485
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt	0	39011394
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt	0	1112905
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt	0	1112905
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt	0	1248265
IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	39784310
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	3225503
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	36558807
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	596765
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	1959377
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	39187545
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	39784310
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt	0	JP MORGAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt	0	66571
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt	0	270 PARK AVENUE 28TH FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm	0	NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd	0	NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd	0	10017
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	HOWARD J KESSLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	PATRICIA M KESSLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	1	120 CASA BENDITA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	PALM BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	1	PALM BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	1	FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	0	334803602
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	1	334803602
IRS990PF/Organization501c3ExemptPFInd	0	X
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt	0	773735
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt	0	380393
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt	0	0.019405
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt	0	0.044276
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt	0	0.020945
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt	0	0.011385
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd	0	false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt	0	13301
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt	0	39187545
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt	0	41283123
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt	0	41559108
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt	0	39416838
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt	0	36247347
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt	0	33412490
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt	0	2246324
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt	0	0.097025
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt	0	2233023
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt	0	0
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt	0	2246324
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt	0	13301
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt	0	0
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt	0	2246324
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt	0	0
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt	0	0
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	JP MORGAN 270 PARK AVENUE 28TH FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	NEW YORK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	10017
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	SHARON JACQUET
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	2128883400
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt	0	0
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt	0	N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	HOWARD J KESSLER
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	1	PATRICIA M KESSLER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	2150267
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	SEE ATTACHMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	SEE ATTACHMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	SEE ATTACHMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	334803602
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm	0	NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	2150267
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	455237
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	1791087
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	1946076
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr	0	2014
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr	0	2013
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr	0	2012
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	2246324
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	1490839
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	1791087
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	CHARITABLE EVENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	95557
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	95557
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	30224
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	DIFFERENCE IN FMV TO COST
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BalanceDueAmt	0	3148673
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BorrowerNameGrp/BusinessName/BusinessNameLine1Txt	0	SIPC CLAIM
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/InterestRt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	86634
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	1	9060
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	JP MORGAN MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	1	OTHER PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	86634
TaxesSchedule/TaxesDetail/Amt	0	500
TaxesSchedule/TaxesDetail/Amt	1	10000
TaxesSchedule/TaxesDetail/Amt	2	6503
TaxesSchedule/TaxesDetail/CategoryTxt	0	MA FILING FEE
TaxesSchedule/TaxesDetail/CategoryTxt	1	FEDERAL INCOME TAXES
TaxesSchedule/TaxesDetail/CategoryTxt	2	FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	500
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	6503
ReturnHeader/BuildTS	0	2017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	PATRICIA M KESSLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	6175304008
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2017-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	KESSLER FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	KESS
ReturnHeader/Filer/EIN	0	043213614
ReturnHeader/Filer/InCareOfNm	0	% SHARON JACQUET
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	120 CASA BENDITA
ReturnHeader/Filer/USAddress/CityNm	0	PALM BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	FL
ReturnHeader/Filer/USAddress/ZIPCd	0	334803602
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	6F5BB2360BBB69956972AA036FC363B864473411
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	A4D1226A5E229ECAEAFC6E4C8111E5A0AF5DF96C
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId	0	04363820173125000003
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt	0	2017-11-08
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	155.201.188.33
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	PricewaterhouseCoopers LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	101 SEAPORT BLVD SUITE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	02210
ReturnHeader/PreparerPersonGrp/PhoneNum	0	6175305000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	CHARLES E SHIRLEY
ReturnHeader/ReturnTs	0	2017-11-08T16:01:27-06:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2016-01-01
ReturnHeader/TaxPeriodEndDt	0	2016-12-31
ReturnHeader/TaxYr	0	2016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $39,011,394
Liabilities: $0
Net assets: $39,011,394
Revenue: $1,423,206
Expenses: $2,358,521
Net income: -$935,315

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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
2016Detailed filing. Detailed filing data is available for this year.	$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