MARY ELLEN KENT BUNYARD FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MARY ELLEN KENT BUNYARD FAMILY FOUNDATION (EIN 26-4175604)
- Tax period
- 2023-05-01 to 2024-04-30
- Filed
- 2024-08-08
- IRS object ID
- 202432219349100208
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-08T07:08:18-07:00 | ReturnTs |
| Tax Period End | 2024-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752736421 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JONES HAY MARSCHALL & MCKINNEYPC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 391 | AddressLine1Txt |
| City | SAN ANGELO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76902 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 264175604 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mary Ellen Kent Bunyard Family | BusinessNameLine1Txt |
| Business Name Line2 | Foundation | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARY | BusinessNameControlTxt |
| Phone | 3259477071 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 3949 | AddressLine1Txt |
| City | San Angelo | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76902 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | William Keith Davis | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2024-08-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Brian Minzenmayer | PreparerPersonNm |
| PTIN | P00048876 | PTIN |
| Phone | 3256554104 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,614,871 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,205 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,338 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,338 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $270,239 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $270,239 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $112,500 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $112,500 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $57,434 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $89,051 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $237,402 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $89,051 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $44,829 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $520,162 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $473,128 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $6,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $26,400 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $26,400 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,024 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,394 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,630 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,647 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,824 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,823 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $30,799 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $30,799 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $6,581 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,154 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $4,427 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $16,032 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $13,062 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $11,687 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $11,687 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $51,316 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $42,741 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,575 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $155,986 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $91,974 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $61,042 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $495,799 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $495,799 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $651,785 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $91,974 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $556,841 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$131,623 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $381,154 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $28,687 | CashEOYAmt |
| Cash EOYFMV | $28,687 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $257,111 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $69,217 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $69,217 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $19,276 | AcctRcvblBOYAmt |
| US Government Obligations BOY | $666,524 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $601,025 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $601,025 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,834,733 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,904,922 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,523,008 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $279,042 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $337,580 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $295,086 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,364,229 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $169,193 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $1,208,098 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $1,195,036 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $1,018,000 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $1,775 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,775 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,775 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $43,561 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $15,214 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $31,317 | LandBOYAmt |
| Land EOY | $28,347 | LandEOYAmt |
| Land EOYFMV | $30,110 | LandEOYFMVAmt |
| Other Assets BOY | $47,963 | OtherAssetsBOYAmt |
| Other Assets EOY | $47,963 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $47,963 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $9,345,839 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,214,552 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,614,871 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $336 | AccountsPayableEOYAmt |
| Total Liabilities EOY | $336 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| Donor Rstr Net Assets BOY | $9,345,839 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $9,214,216 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,345,839 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,214,216 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,345,839 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,214,552 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,345,839 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$131,623 | ExcessRevenueOverExpensesAmt |
| Subtotal | $9,214,216 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $9,214,216 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1,885.37 Doubleline Shiller Enhanced Cape I DSEEX | P | 2021-06-04 | 2023-06-28 | $24,976 | $39,417 | -$14,441 | -$14,441 |
| 3,988.397 Dodge & Cox Global Stock I DODWX | P | 2021-06-04 | 2023-06-28 | $54,976 | $65,625 | -$10,649 | -$10,649 |
| 250 Invesco ETF NASDAQ 100 QQQM | P | 2022-09-27 | 2023-06-28 | $37,426 | $28,610 | $8,816 | $8,816 |
| 5 Vanguard Small Capital Growth VBK | P | 2022-09-27 | 2023-06-28 | $1,126 | $980 | $146 | $146 |
| 70 Vanguard Total Stock Market ETF VTI | P | 2023-03-23 | 2024-02-20 | $17,473 | $13,699 | $3,774 | $3,774 |
| Eaton Vance Total Return Bond EVTR | P | 2019-08-22 | 2024-03-27 | $15 | $20 | -$5 | -$5 |
| Capital Gain Dividends | $101,410 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $89,051 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $12,736 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,298 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,298 | SubtotalAmt |
| Tax Based On Investment Income | $5,298 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,196 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $9,196 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $3,898 | OverpaymentAmt |
| Applied To ES Tax | $3,898 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | maryellenkentbunyardfoundation.com | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Brian Minzenmayer | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3256554104 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36 W Beauregard Ave Suite 400 | AddressLine1Txt |
| City | San Angelo | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| William Keith Davis | ||||||
| 1 East Twohig Ave | San Angelo | TX | 76903 | President | 1.00 | $1,500 |
| Brian Minzenmayer | ||||||
| 3614 Dominion Ridge | San Angelo | TX | 76904 | Treasurer | 1.00 | $1,500 |
| Wylie O Webb | ||||||
| 2338 Sul Ross Dr | San Angelo | TX | 76904 | Director | 1.00 | $500 |
| Elizabeth Pfluger White | ||||||
| 5606 Columbine Ln | San Angelo | TX | 76904 | Vice President | 1.00 | $1,500 |
| Will Slaughter | ||||||
| 1312 S Madison St | San Angelo | TX | 76901 | Secretary | 1.00 | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,918,608 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $254,761 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,305,214 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,478,583 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $11,478,583 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $172,179 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,306,404 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $565,320 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $565,320 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,298 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,298 | TotalTaxAmt |
| Distributable Before Adj | $560,022 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $560,022 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $560,022 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $556,841 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $556,841 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $560,022 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $503,454 | UndistributedIncomePYAmt |
| Qualifying Distributions | $556,841 | QualifyingDistributionsAmt |
| Applied To Year1 | $503,454 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $53,387 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $506,635 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Mary Ellen Kent Bunyard Foundation | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 South Irving St | AddressLine1Txt |
| City | San Angelo | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3259477071 | RecipientPhoneNum |
| Recipient Email Address | grant@saafound.org | RecipientEmailAddressTxt |
| Form And Info And Materials | Grant applications are made online at link on website: maryellenkentbunyardfoundation.com. Request must be accompanied by proof it is a 501(c)3 charity, copy of most recent IRS Form 990, current financial statements, a detailed budget of proposed project, a statement assuring grant only to be used for those in Tom Green and adjoining counties, project request providing the needs, goals, activities, time-line, etc. of the project, and an evaluation process to be used to measure the success of the project when completed. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Applications accepted anytime. Response within 3 months. | SubmissionDeadlinesTxt |
| Restrictions On Awards | The Foundation awards grants to charities that provide assistance to youth (persons under age 18) and elderly (persons over age 70) of Tom Green County, Texas and adjoining counties. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| House of Faith | |||||||
| 321 Montecito Drive | San Angelo | TX | 76903 | None | PC | Provide funding assistance for children's backyard Bible clubs. | $16,451 |
| J P W Learning Center | |||||||
| 403 West Washington Drive | San Angelo | TX | 76903 | None | PC | Provide funding for reworking driveway of newly acquired property to accommodate handicap clients in the treating of learning disabilities of students. | $58,075 |
| Meals for the Elderly | |||||||
| 310 Houston Harte | San Angelo | TX | 76903 | None | PC | Funds to help provide the home-bound elderly with home delivered hot meals each week day. | $15,000 |
| Pregnancy Help Center of Concho Val | |||||||
| 2525 Sherwood Way | San Angelo | TX | 76901 | None | PC | Provide supplies to mothers under 18 who need services. | $20,000 |
| Rust Street Ministries | |||||||
| 803 Rust Street | San Angelo | TX | 76903 | None | PC | Funding for supplies for elderly & children. | $15,000 |
| San Angelo Area Foundation | |||||||
| 221 South Irving Street | San Angelo | TX | 76903 | None | PC | All-Tex Splash Pads Fund for building 2 splash pads for use by children at two city parks. | $50,000 |
| West Texas Boys Ranch | |||||||
| 10223 Boys Ranch Road | San Angelo | TX | 76904 | None | PC | Assist with a van purchase needed for transportation at home for boys. | $10,000 |
| West Texas Counseling Guidance Cent | |||||||
| 33 East Twohig Avenue 6th Floor | San Angelo | TX | 76903 | None | PC | Play therapy and other furniture and supplies for treating children with autism. | $40,000 |
| Children's Advocacy Center | |||||||
| PO Box 5195 | San Angelo | TX | 76902 | None | PC | Provide funds for Christmas gifts for children in need. | $12,500 |
| Concho Valley Home for Girls | |||||||
| 412 Preusser Street | San Angelo | TX | 76903 | None | PC | Provide supplies for girls in need. | $15,000 |
| Texas Southwest Council Boy Scouts | |||||||
| 104 Veterans Memorial Dr | San Angelo | TX | 76903 | None | PC | Funds to repair roof at Camp Fawcett used for servicing area children's activities in scouting. | $12,000 |
| Young Men's Christian Association | |||||||
| 353 S Randolph St | San Angelo | TX | 76903 | None | PC | Provide scholarships for children who cannot afford membership and programming. | $20,000 |
| Young Life of San Angelo | |||||||
| PO Box 6181 | San Angelo | TX | 76906 | None | PC | Pay electricity for building for one year in support of Christian outreach services for children with needs. | $4,800 |
| Buckner Retirement Services | |||||||
| 902-903 North Main Street | San Angelo | TX | 76903 | None | PC | Funds to purchase commercial washer and dryer for servicing elderly retirement community. | $25,000 |
| Cornerstone Christian School | |||||||
| 1502 N Jefferson St | San Angelo | TX | 76901 | None | PC | Purchase 2 new Smartboards and accessories for school. | $5,711 |
| San Angelo DESK Inc | |||||||
| 3505 Wildwood Drive | San Angelo | TX | 76904 | None | PC | Purchase school supplies for students who cannot afford them. | $10,000 |
| Texas Ramp Project | |||||||
| PO Box 832065 | Richardson | TX | 75083 | None | PC | Provide free wheelchair ramps built with volunteer labor for low-income elderly adults in the Tom Green County area. | $15,000 |
| House of Faith | |||||||
| 321 Montecito Drive | San Angelo | TX | 76903 | None | PC | Funding for summer camp 2024 provided for children under 18 who need assistance. | $25,000 |
| West Texas Counseling Guidance Cent | |||||||
| 33 East Twohig Avenue 6th Floor | San Angelo | TX | 76903 | None | PC | Funding for programs to serve children with autism spectrum disorder for those children without insurance. | $19,207 |
| Sight Savers of America | |||||||
| 337 Business Circle | Pelham | AL | 35124 | None | PC | Vision aids evaluations, equipment & training for children with vision problems as identified by region 15. | $20,450 |
| The Salvation Army of San Angelo | |||||||
| 34 W 3rd Street | San Angelo | TX | 76903 | None | PC | Supplies & uniforms for soccer club teams for children in Victory Sports Youth Program. | $15,000 |
| The Whit Program | |||||||
| PO Box 928 | San Angelo | TX | 76902 | None | PC | Assistance for tutoring children in foster care by providing funds for tutoring, volunteer training, ipads, staff computer, service fees, advertising and outreach. | $26,605 |
| Children's Advocacy Center | |||||||
| PO Box 5195 | San Angelo | TX | 76902 | None | PC | Funding for supplies provided to children in need. | $15,000 |
| Buckner Retirement Services | |||||||
| 902-903 North Main Street | San Angelo | TX | 76903 | None | PC | Purchase furniture for Crest Alzheimer's care center in supporting elderly with memory impairment. | $15,000 |
| New Horizons Ranch Center | |||||||
| 147 Sayles Blvd | Abilene | TX | 79605 | None | PC | Provide funding assistance for foster care and adoption homes to children from birth to 17 in San Angelo area. | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $495,799 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,338 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $270,239 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $58,434 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $89,051 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Oil and Gas Royalties | Desc |
| Exclusion | 15 | ExclusionCd |
| Exclusion | $43,829 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $462,891 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $462,891 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $3,647 | Amt |
| Net Investment Income | $1,824 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,823 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (30 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| Fencing | 2017-05-17 | $1,622 | $486 | SL | 20.0000 | $81 | $81 | $81 |
| Fencing Middle Pasture | 2017-10-11 | $17,500 | $4,200 | SL | 25.0000 | $700 | $700 | $700 |
| Fire Proof Safe | 2017-05-01 | $1,784 | $714 | SL | 15.0000 | $119 | ||
| Sentry Fire Proof Safe | 2017-05-01 | $2,396 | $960 | SL | 15.0000 | $160 | ||
| L Desk Wood Top 66X80 | 2018-02-20 | $3,043 | $1,049 | SL | 15.0000 | $203 | ||
| Wall Mount Unit 72" | 2018-02-20 | $1,600 | $552 | SL | 15.0000 | $107 | ||
| 2 Drawer Lateral File | 2018-02-20 | $1,117 | $382 | SL | 15.0000 | $74 | ||
| 3 Drawer Lateral File | 2018-02-20 | $1,495 | $517 | SL | 15.0000 | $100 | ||
| 4 Drawer Lateral File | 2018-02-20 | $1,873 | $646 | SL | 15.0000 | $125 | ||
| 42" Round Table | 2018-02-20 | $1,701 | $584 | SL | 15.0000 | $113 | ||
| 4 Arlington Club Chairs | 2018-02-20 | $2,875 | $992 | SL | 15.0000 | $192 | ||
| Amia Ergonomic Chair | 2018-02-20 | $630 | $217 | SL | 15.0000 | $42 | ||
| Dell Computer | 2018-01-21 | $1,981 | $1,040 | SL | 10.0000 | $198 | ||
| 2 Estagers | 2018-03-13 | $1,559 | $529 | SL | 15.0000 | $104 | ||
| Fencing | 2017-01-01 | $142,306 | $45,062 | SL | 20.0000 | $7,115 | $7,115 | $7,115 |
| Fencing | 2018-07-01 | $16,308 | $3,940 | SL | 20.0000 | $815 | $815 | $815 |
| Road Work | 2019-03-01 | $18,005 | $3,750 | SL | 20.0000 | $900 | $900 | $900 |
| Fencing Middle Pasture | 2018-05-01 | $10,224 | $2,555 | SL | 20.0000 | $511 | $511 | $511 |
| Fencing South Pasture | 2018-05-01 | $17,840 | $4,460 | SL | 20.0000 | $892 | $892 | $892 |
| Fencing Middle Pasture | 2018-05-01 | $6,936 | $1,735 | SL | 20.0000 | $347 | $347 | $347 |
| Roof Hunting Lodge | 2019-11-20 | $20,192 | $3,535 | SL | 20.0000 | $1,010 | $1,010 | $1,010 |
| Desk, Bridge & Credenza | 2020-06-24 | $5,807 | $1,097 | SL | 15.0000 | $387 | ||
| 4 Drawer Lateral File | 2020-06-24 | $5,807 | $1,097 | SL | 15.0000 | $387 | ||
| Conference Table | 2020-06-24 | $4,516 | $853 | SL | 15.0000 | $301 | ||
| 2 Arlington Club Chairs | 2020-06-24 | $2,366 | $447 | SL | 15.0000 | $158 | ||
| Steelcase Amia Chair | 2020-06-24 | $860 | $162 | SL | 15.0000 | $57 | ||
| 2 Arlington Guest Chairs | 2020-06-24 | $2,151 | $406 | SL | 15.0000 | $143 | ||
| Water Trough & Water Lines | 2021-01-14 | $8,750 | $1,022 | SL | 20.0000 | $438 | $438 | $438 |
| Electrical Hookups for Hunters | 2021-01-04 | $955 | $112 | SL | 20.0000 | $48 | $48 | $48 |
| 30 Fence Panels At Feeders | 2022-05-31 | $4,100 | $188 | SL | 20.0000 | $205 | $205 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (6 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 5,091.79 Morgan Stanley Core Plus Fixed | ||
| 4,019.912 Sh PIMCO Income Fund Inst | $46,295 | $41,646 |
| 4,902.866 Sh Bond Fund of America | $66,416 | $53,735 |
| 4,750.271 Allspring Fds Core Plus Bond | $62,823 | $51,730 |
| 1,035 Ishares Core US Aggr Bd ETF | $100,679 | $98,563 |
| 1,018.2802 Eaton Vance Total Return | $61,367 | $49,412 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (27 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 8,000 SS AT&T Inc | $186,665 | $135,120 |
| 6,000 SS Altria Group Inc | $132,030 | $262,860 |
| 4,100 SS American Electric Power | $153,033 | $352,723 |
| 3,000 SS Chevron Corp | $265,694 | $483,810 |
| 4,300 SS Coca Cola Company | $158,854 | $265,611 |
| 5,000 SS Exxon Mobile Corp | $427,831 | $591,350 |
| 2,850 SS Johnson & Johnson | $169,993 | $412,081 |
| 1,500 SS Kimberly Clark | $99,725 | $204,795 |
| 9,000 SS Kraft Heinz Co | $339,136 | $347,490 |
| 8,500 SS Mondelez International Inc | $168,960 | $611,490 |
| 7,500 SS Pfizer Inc | $122,279 | $192,150 |
| 3,150 SS Philip Morris Int'l | $165,769 | $299,061 |
| 4,100 SS Proctor & Gamble Co | $250,198 | $669,120 |
| 230 Vanguard Total Stock Market | $46,374 | $57,180 |
| 16,870.979 Sh Growth Fund of America | $1,138,926 | $1,143,346 |
| 6,770.165 Sh T Rowe Price Blue Chip Grow | $1,111,098 | $1,107,667 |
| 7,288.924 Sh Vanguard Growth Index Fund | $968,716 | $1,237,222 |
| 1,935 SS Warner Bros Discovery Inc | $57,268 | $14,242 |
| 3,357.560 Dodge & Cox Fds Global Stock | $51,206 | $51,706 |
| 5,561.290 Doubleline Fds Shiller Enhance | $101,668 | $77,413 |
| 1,535 Ishares MSCI Emrg Chn ETF | $74,972 | $86,605 |
| 500 Vanguard Small Cap ETF | $104,747 | $106,895 |
| 245 Invesco NASDAQ 100 ETF | $28,038 | $42,797 |
| 4,900 Vanguard FTSE Dev Mkt ETF | $179,462 | $237,454 |
| 20 Vanguard Small Cap Growth | $3,919 | $4,834 |
| 2,240 Vanguard Large Cap ETF | $386,563 | $515,626 |
| 125 IShares MSCI EAFE Growth | $11,798 | $12,360 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $601,025 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $601,025 | USGovtObligationsEOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Improvements | $264,738 | $84,107 | $180,631 | $200,000 |
| Land | $911,301 | $911,301 | $818,000 | |
| Miscellaneous | $188,190 | $85,086 | $103,104 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Capital Credits | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $1,775 | BookValueAmt |
| EOYFMV | $1,775 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Furniture and Fixtures | CategoryOrItemTxt |
| Cost Or Other Basis | $43,561 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $15,214 | AccumulatedDepreciationAmt |
| Book Value | $28,347 | BookValueAmt |
| EOYFMV | $30,110 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $3,024 | LegalFeesAmt |
| Net Investment Income | $1,394 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,630 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Collectibles | $47,113 | $47,113 | $47,113 |
| Rental Deposit | $850 | $850 | $850 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Bank Charges | $83 | $83 | |
| Insurance | $2,722 | $2,722 | |
| Internet | $1,740 | $1,740 | |
| Office Supplies | $3,430 | $3,430 | |
| Other Oil & Gas Revenue Deductions | $737 | $737 | |
| Rental Expenses | $42,004 | $42,004 | |
| Website Fees | $600 | $600 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| Oil and Gas Royalties | $43,829 |
| Rental Income - Noninvestment Property | $1,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Advisory Fees | CategoryTxt |
| Amt | $30,799 | Amt |
| Net Investment Income | $30,799 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Ad Valorem | $991 | $535 | $456 |
| Payroll Tax | $3,971 | $3,971 | |
| Royalty Production Taxes | $1,619 | $1,619 |