MARY ELLEN KENT BUNYARD FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MARY ELLEN KENT BUNYARD FAMILY FOUNDATION (EIN 26-4175604)
- Tax period
- 2021-05-01 to 2022-04-30
- Filed
- 2023-03-09
- IRS object ID
- 202300689349100025
- Schema version
- 2021v4.1
- 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
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Land Etc Schedule2
- 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 | 2023-03-09T14:05:10-08:00 | ReturnTs |
| Tax Period End | 2022-04-30 | 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 | 2021-05-01 | 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 | 3257036669 | 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 | Wylie O Webb | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2023-03-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Wylie O | PersonFirstNm |
| Person Last | Webb | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Brian Minzenmayer | PreparerPersonNm |
| PTIN | P00048876 | PTIN |
| Phone | 3256554104 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,656,119 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $218 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $218 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $447,461 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $447,461 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $127,417 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $127,417 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $76,704 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $225,343 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,025,564 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $225,343 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $21,085 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $21,085 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $821,524 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $821,524 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $4,250 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $4,250 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $24,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $24,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,352 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,852 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $29,357 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $29,357 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $82 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $82 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $23,307 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,089 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,843 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $15,827 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $12,857 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $10,551 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $10,551 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $40 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $40 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $50,818 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $37,908 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $12,910 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $160,584 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $82,793 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $55,446 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $430,231 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $430,231 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $590,815 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $82,793 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $485,677 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $230,709 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $738,731 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,151,848 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,174,172 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,174,172 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,738,313 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,962,122 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,062,777 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $248,613 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $249,016 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $224,238 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,360,129 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $143,086 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $1,229,900 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $1,217,043 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $1,115,084 | 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 | $9,274 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $37,257 | LandBOYAmt |
| Land EOY | $34,287 | 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 | $9,455,669 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,686,378 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,656,119 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| Donor Rstr Net Assets BOY | $9,455,669 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $9,686,378 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,455,669 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,686,378 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,455,669 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,686,378 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,455,669 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $230,709 | ExcessRevenueOverExpensesAmt |
| Subtotal | $9,686,378 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $9,686,378 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (26 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 604.752 Fidelity Invsts Advr Emerging Asia Inst | P | 2019-08-22 | 2021-06-04 | $41,976 | $23,119 | $18,857 | $18,857 |
| 1,030.018 Virtus Fds Kar Mid Cap Growth I | P | 2019-08-22 | 2021-06-04 | $69,976 | $42,128 | $27,848 | $27,848 |
| 1,446.945 Virtus Fds Kar Intl Sm-Cap I | P | 2019-08-22 | 2021-06-04 | $35,976 | $24,323 | $11,653 | $11,653 |
| 1,255.158 Matthews Asia Growth Investor | P | 2019-08-22 | 2021-06-04 | $50,294 | $33,133 | $17,161 | $17,161 |
| 1,009.421 Morgan Stanley Instl Fds Intl Advantage | P | 2019-08-22 | 2021-06-04 | $29,976 | $18,776 | $11,200 | $11,200 |
| 884.75 Morgan Stanley Instl Fds Intl Opp I | P | 2019-08-22 | 2021-06-04 | $37,976 | $21,149 | $16,827 | $16,827 |
| 100 Invesco QQQ Trust Unit Ser I EFT | P | 2019-08-22 | 2021-06-04 | $33,573 | $18,840 | $14,733 | $14,733 |
| 400 Vanguard Total Stock Mkt EFT | P | 2019-08-22 | 2021-06-04 | $87,676 | $59,711 | $27,965 | $27,965 |
| 811.194 Morgan Stanley Instl Fds Intl Opp I | P | 2019-08-22 | 2022-01-13 | $28,279 | $19,693 | $8,586 | $8,586 |
| 2,839.931 Legg Mason Fds Western Asset Core Plus | P | 2019-09-25 | 2022-01-25 | $32,976 | $34,203 | -$1,227 | -$1,227 |
| 1,200 Vanguard Total Stock Mkt EFT | P | 2019-08-22 | 2022-01-25 | $264,983 | $189,945 | $75,038 | $75,038 |
| 351.209 Fidelity Invsts Advr Emerging Asia Inst | P | 2019-08-22 | 2022-01-26 | $16,321 | $15,530 | $791 | $791 |
| 519.491 Matthews Asia Growth Inst | P | 2021-06-04 | 2022-01-26 | $14,439 | $20,829 | -$6,390 | -$6,390 |
| 739.425 Virtus Fds Kar Mid Cap Growth I | P | 2019-08-22 | 2022-01-27 | $40,822 | $30,636 | $10,186 | $10,186 |
| 647.276 Morgan Stanley Iinstl Fds Global Opp I | P | 2020-10-26 | 2022-01-27 | $22,695 | $26,634 | -$3,939 | -$3,939 |
| 1,157.734 Morgan Stanley Instl Fds Intl Adv I | P | 2019-08-22 | 2022-01-27 | $29,846 | $21,672 | $8,174 | $8,174 |
| 1,164.011 Virtus Fds Kar Intl Sm-Mid Cap I | P | 2019-08-22 | 2022-01-27 | $23,209 | $20,340 | $2,869 | $2,869 |
| 0.360 Warner Bros Discovery Inc Com Ser A | P | 2017-08-22 | 2022-04-21 | $8 | $9 | -$1 | -$1 |
| 200 Ishares Trust SP SMCP600VL ETF | P | 2022-01-31 | 2022-02-02 | $19,994 | $20,229 | -$235 | -$235 |
| 200 Ishares Trust S&P MC 400VL ETF | P | 2022-01-31 | 2022-02-02 | $21,417 | $21,225 | $192 | $192 |
| 3,501.066 Pimco Equity Series RAE Emrg Mkts Inst | P | 2021-06-30 | 2022-02-28 | $35,757 | $43,087 | -$7,330 | -$7,330 |
| 1,203.852 Allspring Funds Core Plus Bond Inst | P | 2021-06-30 | 2022-03-23 | $14,976 | $16,116 | -$1,140 | -$1,140 |
| 100 Ishares Trust Core MSCI EAFE ETF | P | 2022-01-31 | 2022-02-28 | $6,929 | $5,883 | $1,046 | $1,046 |
| 1,877.934 Morgan Stanley Inst Fds Core Plus Fixed | P | 2021-05-31 | 2022-03-23 | $19,976 | $21,767 | -$1,791 | -$1,791 |
| 100 Ishares Inc MSCI Emrg CHN ETF | P | 2022-01-25 | 2022-02-28 | $5,842 | $5,842 | ||
| 3,675.532 Legg Mason Fds Western Asset Core Plus B | P | 2019-09-25 | 2022-03-23 | $39,672 | $45,402 | -$5,730 | -$5,730 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $225,343 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$15,648 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,268 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $10,268 | SubtotalAmt |
| Tax Based On Investment Income | $10,268 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $10,569 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $10,569 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $295 | EsPenaltyAmt |
| Overpayment | $6 | OverpaymentAmt |
| Applied To ES Tax | $6 | 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 | Wylie O Webb | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3257036669 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 133 West Concho Avenue Suite 209 | 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 (4 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 | $1,250 |
| Gus Alexander | ||||||
| 5622 Columbine | San Angelo | TX | 76904 | Vice President | 1.00 | $500 |
| Wylie O Webb | ||||||
| 4825 Century Drive | San Angelo | TX | 76903 | Secretary-Treas | 1.00 | $1,250 |
| Brian Minzenmayer | ||||||
| 3614 Dominion Ridge | San Angelo | TX | 76904 | Director | 1.00 | $1,250 |
| 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 | $9,335,106 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,418,701 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,164,822 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,918,629 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $11,918,629 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $178,779 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,739,850 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $586,993 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $586,993 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,268 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,268 | TotalTaxAmt |
| Distributable Before Adj | $576,725 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $576,725 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $576,725 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $485,677 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $485,677 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $576,725 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $485,677 | UndistributedIncomePYAmt |
| Qualifying Distributions | $485,677 | QualifyingDistributionsAmt |
| Applied To Year1 | $485,677 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Undistributed Income CY | $576,725 | 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 | PO Box 3949 | AddressLine1Txt |
| City | San Angelo | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76902 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3257036669 | RecipientPhoneNum |
| Recipient Email Address | mekbff@suddenlink.com | RecipientEmailAddressTxt |
| Form And Info And Materials | No specific form. Request must be accompanied by proof it is a 501(c)3 charity, copy of most recent IRS Form 990, most recent financial statements and what the organizer intends to do with the grant. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Applications are accepted anytime. Response in 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 (12 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 | Children's annual Christmas party & gifts. | $10,000 |
| J P W Learning Center | |||||||
| 403 West Washington Drive | San Angelo | TX | 76903 | None | Purchase the building next door for use in treating learning disabilities of students. | $100,000 | |
| Rust Street Ministries | |||||||
| 803 Rust Street | San Angelo | TX | 76903 | None | PC | Purchase beds and clothing for school-aged children. | $20,000 |
| West Texas Boys Ranch | |||||||
| 10223 Boys Ranch Road | San Angelo | TX | 76904 | None | PC | Construction of a multi-sports arena for boys. | $25,000 |
| Young Life of San Angelo | |||||||
| PO Box 6181 | San Angelo | TX | 76906 | None | PC | Pay electricity for building. | $4,800 |
| San Angelo Museum of Fine Arts | |||||||
| 1 Love Street | San Angelo | TX | 76903 | None | PC | Take-home educational packets & online & social media related video production for youth and children. | $22,500 |
| West Texas Rehabilitation Center | |||||||
| 3001 S Jackson | San Angelo | TX | 76904 | None | PC | Renovate property for camp area for children. | $10,000 |
| Cornerstone Christian School | |||||||
| 1502 N Jefferson St | San Angelo | TX | 76901 | None | PC | Purchase a new computer server for school. | $7,861 |
| Tom Green County Friends of the Lib | |||||||
| 3001 B Chadbourne | San Angelo | TX | 76903 | None | GOV | Renovate the children/youth portion of the North Branch of the Library. | $110,000 |
| La Esperanza Clinic | |||||||
| 2029 W Beauregard Ave | San Angelo | TX | 76901 | None | PC | Remodel part of old skating rink for children's clinic. | $100,000 |
| Sight Savers of America | |||||||
| 337 Business Circle | Pelham | AL | 35124 | None | PC | Vision aids to children with vision problems as identified by region 15. | $11,635 |
| Rio Concho Manor | |||||||
| 401 Rio Concho Dr | San Angelo | TX | 76903 | None | PC | Cooking equipment for cafeteria serving elderly residents. | $8,435 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $430,231 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $218 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $447,461 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $76,704 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $225,343 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| Oil & Gas Lease | 16 | $821 |
| Oil and Gas Royalties | 15 | $20,264 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $770,811 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $770,811 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Janet Bingham | $1,002 | $500 | $0 | $502 |
| Jones Hay Marschall & McKinney | $1,350 | $0 | $0 | $1,350 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (29 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 | $324 | SL | 20.0000 | $81 | $81 | $81 |
| Fencing Middle Pasture | 2017-10-11 | $17,500 | $2,800 | SL | 25.0000 | $700 | $700 | $700 |
| Fire Proof Safe | 2017-05-01 | $1,784 | $476 | SL | 15.0000 | $119 | ||
| Sentry Fire Proof Safe | 2017-05-01 | $2,396 | $640 | SL | 15.0000 | $160 | ||
| L Desk Wood Top 66X80 | 2018-02-20 | $3,043 | $643 | SL | 15.0000 | $203 | ||
| Wall Mount Unit 72" | 2018-02-20 | $1,600 | $338 | SL | 15.0000 | $107 | ||
| 2 Drawer Lateral File | 2018-02-20 | $1,117 | $234 | SL | 15.0000 | $74 | ||
| 3 Drawer Lateral File | 2018-02-20 | $1,495 | $317 | SL | 15.0000 | $100 | ||
| 4 Drawer Lateral File | 2018-02-20 | $1,873 | $396 | SL | 15.0000 | $125 | ||
| 42" Round Table | 2018-02-20 | $1,701 | $358 | SL | 15.0000 | $113 | ||
| 4 Arlington Club Chairs | 2018-02-20 | $2,875 | $608 | SL | 15.0000 | $192 | ||
| Amia Ergonomic Chair | 2018-02-20 | $630 | $133 | SL | 15.0000 | $42 | ||
| Dell Computer | 2018-01-21 | $1,981 | $644 | SL | 10.0000 | $198 | ||
| 2 Estagers | 2018-03-13 | $1,559 | $321 | SL | 15.0000 | $104 | ||
| Fencing | 2017-01-01 | $142,306 | $30,832 | SL | 20.0000 | $7,115 | $7,115 | $7,115 |
| Fencing | 2018-07-01 | $16,308 | $2,310 | SL | 20.0000 | $815 | $815 | $815 |
| Road Work | 2019-03-01 | $18,005 | $1,950 | SL | 20.0000 | $900 | $900 | $900 |
| Fencing Middle Pasture | 2018-05-01 | $10,224 | $1,533 | SL | 20.0000 | $511 | $511 | $511 |
| Fencing South Pasture | 2018-05-01 | $17,840 | $2,676 | SL | 20.0000 | $892 | $892 | $892 |
| Fencing Middle Pasture | 2018-05-01 | $6,936 | $1,041 | SL | 20.0000 | $347 | $347 | $347 |
| Roof Hunting Lodge | 2019-11-20 | $20,192 | $1,515 | SL | 20.0000 | $1,010 | $1,010 | $1,010 |
| Desk, Bridge & Credenza | 2020-06-24 | $5,807 | $323 | SL | 15.0000 | $387 | ||
| 4 Drawer Lateral File | 2020-06-24 | $5,807 | $323 | SL | 15.0000 | $387 | ||
| Conference Table | 2020-06-24 | $4,516 | $251 | SL | 15.0000 | $301 | ||
| 2 Arlington Club Chairs | 2020-06-24 | $2,366 | $131 | SL | 15.0000 | $158 | ||
| Steelcase Amia Chair | 2020-06-24 | $860 | $48 | SL | 15.0000 | $57 | ||
| 2 Arlington Guest Chairs | 2020-06-24 | $2,151 | $120 | SL | 15.0000 | $143 | ||
| Water Trough & Water Lines | 2021-01-14 | $8,750 | $146 | SL | 20.0000 | $438 | $438 | $438 |
| Electrical Hookups for Hunters | 2021-01-04 | $955 | $16 | SL | 20.0000 | $48 | $48 | $48 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | General Explanation Supplemental Information for Form 990-PF | FormAndLineReferenceDesc |
| Medium Explanation | STATEMENT OF RENTAL INCOME OR (LOSS)Form 990-PF, Part I, Line 5bNet Rental Income or (Loss)Ranch Land - Tom Green County, TexasGross Rental Income..................................................$ 127,417.ExpensesDepreciation.........................................................$ 12,857.Insurance............................................................ 4,876.Legal and Professional Fees.......................................... 4,707.Management Fees...................................................... 12,000.Repairs.............................................................. 2,289.Taxes................................................................ 8,063.Utilities............................................................ 3,004.Conservation Expense................................................. 2,917. ----------- Total Expenses.....................................................$ 50,713. Net Rental Income or(Loss) $ 76,704. =========== | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 4,873.374 Morgan Stanley Core Plus Fixed | $56,823 | $49,903 |
| 3,526.238 Sh PIMCO Income Fund Inst | $41,133 | $38,718 |
| 5,414.62 Sh Bond Fund of America | $74,531 | $65,625 |
| 4,380.843 Allsprings Fds Core Plus Bond | $58,705 | $52,307 |
| 300 Vanguard Short Term Treas ETF | $17,824 | $17,685 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (30 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 8,000 SS AT&T Inc | $185,757 | $150,880 |
| 6,000 SS Altria Group Inc | $132,030 | $333,420 |
| 4,100 SS American Electric Power | $153,033 | $406,351 |
| 3,000 SS Chevron Corp | $265,694 | $470,010 |
| 4,3600 SS Coca Cola Company | $158,854 | $277,823 |
| 5,000 SS Exxon Mobile Corp | $427,831 | $426,250 |
| 6,250 SS Intel Corporation | $122,160 | $272,437 |
| 2,850 SS Johnson & Johnson | $169,993 | $514,311 |
| 1,500 SS Kimberly Clark | $99,725 | $208,245 |
| 9,000 SS Kraft Heinz Co | $339,136 | $383,670 |
| 8,500 SS Mondelez International Inc | $168,960 | $548,080 |
| 7,500 SS Pfizer Inc | $122,279 | $368,025 |
| 3,150 SS Philip Morris Int'l | $165,769 | $315,000 |
| 4,100 SS Proctor & Gamble Co | $250,198 | $658,255 |
| 500 SS Invesco QQQ Trust Series 1 | $126,337 | $156,625 |
| 800 SS IShares Core MSCI Emerging Mkts | $44,048 | $41,800 |
| 2,000 SS IShares Core MSCI EAFE | $139,714 | $129,620 |
| 300 SS Vanguard Total Stock Market ETF | $50,865 | $62,064 |
| 15,015.103 Sh Growth Fund of America | $1,031,676 | $874,329 |
| 6,200.035 Sh T Rowe Price Blue Chip Grow | $1,039,384 | $819,397 |
| 7,194.128 Sh Vanguard Growth Index Fund | $955,989 | $928,186 |
| 2,966.962 Parnassus Invest Endeavor Inv | $137,417 | $140,812 |
| 1,935 SS Warner Bros Discovery Inc | $58,177 | $35,120 |
| 1,630.979 Oakmark Funds Intl Inst | $50,681 | $39,274 |
| 6,759.484 Dodge & Cox Fds Global Stock | $109,445 | $93,484 |
| 900 Schwab Strategic Tr US Tips ETF | $55,471 | $53,208 |
| 6,132.934 Doubleline Fds Shiller Enhance | $124,315 | $96,655 |
| 335 Ishares Tr Core S&P500 ETF | $146,716 | $138,543 |
| 250 Ishares MSCI Emrg Chn ETF | $15,246 | $13,625 |
| 550 Vanguard Small Cap ETF | $115,222 | $107,278 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Improvements | $260,638 | $58,000 | $202,638 | $200,000 |
| Land | $911,301 | $911,301 | $818,000 | |
| Miscellaneous | $188,190 | $85,086 | $103,104 | $97,084 |
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 | $9,274 | AccumulatedDepreciationAmt |
| Book Value | $34,287 | BookValueAmt |
| EOYFMV | $30,110 | EOYFMVAmt |
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 (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Bank Charges | $60 | $60 | |
| Insurance | $6,842 | $6,842 | |
| Internet | $1,255 | $1,255 | |
| Miscellaneous | $5 | $5 | |
| Office Supplies | $4,148 | $4,148 | |
| Other Oil & Gas Revenue Deductions | $52 | $52 | |
| Rental Expenses | $37,856 | $37,856 | |
| Website Fees | $600 | $600 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Oil & Gas Lease | $821 | $821 |
| Oil and Gas Royalties | $20,264 | $20,264 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Raymond James | $19,854 | $19,854 | $0 | $0 |
| Strategic Financial Concepts | $9,503 | $9,503 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Ad Valorem | $1,294 | $1,294 | |
| Excise Tax | $19,375 | ||
| Gross Production Taxes | $795 | $795 | |
| Payroll Tax | $1,843 | $1,843 |