MARY ELLEN KENT BUNYARD FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- MARY ELLEN KENT BUNYARD FAMILY FOUNDATION (EIN 26-4175604)
- Tax period
- 2018-05-01 to 2019-04-30
- Filed
- 2020-03-03
- IRS object ID
- 202040639349100514
- Schema version
- 2018v3.1
- 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 Land 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 | 2020-03-03T13:40:57-08:00 | ReturnTs |
| Tax Period End | 2019-04-30 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-05-01 | 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 | William Keith Davis | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2020-03-03 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,365,892 | 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 | $4,639 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $31,965 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $31,965 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $308,417 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $308,417 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $94,500 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $94,500 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $31,919 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $9,133 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,250,003 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,133 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $18,744 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $18,744 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $467,398 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $462,759 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $4,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $4,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $21,333 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $21,333 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $285 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $285 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,268 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $175 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,093 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $24,015 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $24,015 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $10,778 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,461 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,284 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $12,013 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $10,476 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $3,900 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $3,900 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,958 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,958 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $401 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $401 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $64,656 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $52,105 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $12,551 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $145,107 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $88,232 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $47,305 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $531,763 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $531,763 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $676,870 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $88,232 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $579,068 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$209,472 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $374,527 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,475,966 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,436,563 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,435,236 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,658,652 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,662,008 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,934,950 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,097,909 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $866,276 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $856,205 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,330,232 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $105,830 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $1,165,565 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $1,224,402 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $1,099,720 | LandBldgInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $22,054 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,034 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $21,557 | LandBOYAmt |
| Land EOY | $20,020 | LandEOYAmt |
| Land EOYFMV | $14,438 | LandEOYFMVAmt |
| Other Assets BOY | $19,401 | OtherAssetsBOYAmt |
| Other Assets EOY | $19,401 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $25,343 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $8,439,050 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,228,670 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,365,892 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $908 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $908 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Permanently Restricted BOY | $8,438,142 | PermanentlyRestrictedBOYAmt |
| Permanently Restricted EOY | $8,228,670 | PermanentlyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,438,142 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,228,670 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,439,050 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,228,670 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,438,142 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$209,472 | ExcessRevenueOverExpensesAmt |
| Subtotal | $8,228,670 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,228,670 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 250,000 Goldman Sachs Bank of NY CD | P | 2014-02-05 | 2019-02-05 | $250,000 | $248,165 | $1,835 | $1,835 |
| 250,000 BMW Bank of America CD | P | 2013-10-22 | 2018-09-20 | $250,000 | $248,071 | $1,929 | $1,929 |
| 250,000 Discover Bank CD | P | 2013-10-22 | 2018-08-25 | $250,000 | $248,067 | $1,933 | $1,933 |
| 500,000 Wells Fargo Corp Bond | P | 2014-04-22 | 2019-04-22 | $500,000 | $496,567 | $3,433 | $3,433 |
| Fractional WABTEC Corporation | P | 2019-02-26 | 2019-03-01 | $3 | $3 | $3 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,133 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $3 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $583,804 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,747,792 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04970 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $540,382 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,245,100 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04806 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $510,662 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,235,879 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04989 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $497,231 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,289,325 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04833 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $451,552 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,892,868 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04564 | DistributionYr5Rt |
| Total Distribution | 0.241608 | TotalDistributionRt |
| Average Distribution | 0.048322 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,964,317 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $578,140 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,745 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $581,885 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $579,068 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,491 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,491 | SubtotalAmt |
| Tax Based On Investment Income | $7,491 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,095 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $4,595 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $92 | EsPenaltyAmt |
| Tax Due | $2,988 | TaxDueAmt |
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 |
| Form990 T Filed | false | Form990TFiledInd |
| 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Janet Bingham | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| 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 | $1,500 |
| Gus Alexander | ||||||
| 5622 Columbine | San Angelo | TX | 76904 | Vice President | 1.00 | $1,500 |
| Wylie O Webb | ||||||
| 4825 Century Drive | San Angelo | TX | 76903 | Secretary-Treas | 1.00 | $1,500 |
| Brian Minzenmayer | ||||||
| 3614 Dominion Ridge | San Angelo | TX | 76904 | Director | 0.00 | $0 |
| 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 | $10,491,148 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $652,481 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,002,886 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,146,515 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $12,146,515 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $182,198 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,964,317 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $598,216 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $598,216 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,491 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,491 | TotalTaxAmt |
| Distributable Before Adj | $590,725 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $590,725 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $590,725 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $579,068 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $579,068 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $579,068 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $590,725 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $531,714 | UndistributedIncomePYAmt |
| Qualifying Distributions | $579,068 | QualifyingDistributionsAmt |
| Applied To Year1 | $531,714 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $47,354 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $543,371 | 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 (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Boys and Girls Club of San Angelo | ||||||
| 1802 Lillie | San Angelo | TX | 76903 | None | Kids Cafe - Feed Children and SMART Program - Drug, Alcohol, Sex, Tobacco Classes. | $50,000 |
| Healthy Families San Angelo | ||||||
| 2801 W Loop 306 | San Angelo | TX | 76904 | None | Assist with Children's Fair. | $7,500 |
| House of Faith | ||||||
| 321 Mintecito Drive | San Angelo | TX | 76903 | None | Afer School Snacks, Christmas Gifts and send kids to camp. | $30,000 |
| Meals for the Elderly | ||||||
| 310 Houston Harte | San Angelo | TX | 76903 | None | Meals for Homebound Seniors | $30,000 |
| Pregnancy Help Center of Concho Val | ||||||
| 2525 Sherwood Way | San Angelo | TX | 76901 | None | Cribs, Matttresses, Diapers and Supplies | $25,000 |
| Rust Street Ministries | ||||||
| 803 Rust Street | San Angelo | TX | 76903 | None | Clothes, Diapers and School Supplies for Children | $25,925 |
| San Angelo Performing Arts | ||||||
| 82 Gillis Street | San Angelo | TX | 76903 | None | Children's Arts Program Funding | $5,000 |
| Shannon Center Miracle Network | ||||||
| 120 East Harris Avenue | San Angelo | TX | 76903 | None | Provide medical telescopes for Children's surgeries. | $10,400 |
| West Texas Counseling Guidance Cent | ||||||
| 33 East Twohig Avenue 6th Floor | San Angelo | TX | 76903 | None | Initial grant to remodel facilities for counseling children and youth. | $76,000 |
| Children's Advocacy Center | ||||||
| PO Box 5195 | San Angelo | TX | 76902 | None | Building or buying a facility to house all programs under one roof. | $50,000 |
| Concho Valley Home for Girls | ||||||
| PO Box 3772 | San Angelo | TX | 76902 | None | Purchase and install sprinkler system in order to pass fire code. | $17,700 |
| Plaza Del Sol | ||||||
| 4359 Oak Grove Blvd | San Angelo | TX | 76904 | None | To assist with remodeling facility for safety concerns for elderly. | $36,700 |
| YMCA | ||||||
| 353 S Rondolph St | San Angelo | TX | 76903 | None | Scholarships for children's day care for summer. | $7,500 |
| Young Life | ||||||
| PO Box 61816 | San Angelo | TX | 76906 | None | Pay electricity for meeting place for youth. | $7,500 |
| San Angelo Museum of Fine Arts | ||||||
| 1 Love Street | San Angelo | TX | 76903 | None | Educational programs for youth and children. | $25,000 |
| Sonrisas Trails | ||||||
| PO Box 1093 | San Angelo | TX | 76902 | None | To build a ropes course for disabled and challenged children. | $25,000 |
| West Texas Rehabilitation Center | ||||||
| 3001 S Jackson | San Angelo | TX | 76904 | None | Assist with constructing a building for children dealing with death of a loved one. | $30,000 |
| San Angelo Symphony | ||||||
| PO Box 5922 | San Angelo | TX | 76902 | None | Music education classes for youth and children. | $6,000 |
| Menard County Hospital District | ||||||
| PO Box 608 | Menard | TX | 76859 | None | Repairs to assisted living facility for safety concerns. | $46,538 |
| Sierra Vista United Methodist Churc | ||||||
| 4522 College Hills Blvd | San Angelo | TX | 76904 | None | Reading Program cost for 3 week program from K-3 to assist and increase reading. | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $531,763 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31,965 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $308,417 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $31,919 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $9,133 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OIl and Gas Royalties | Desc |
| Exclusion | 15 | ExclusionCd |
| Exclusion | $18,744 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $400,178 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $400,178 | 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 | $768 | $175 | $0 | $593 |
| Jones Hay Marschall & McKinney | $500 | $0 | $0 | $500 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (20 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 | $81 | SL | 20.0000 | $81 | $81 | $81 |
| Fencing Middle Pasture | 2017-10-11 | $17,500 | $700 | SL | 25.0000 | $700 | $700 | $700 |
| Fire Proof Safe | 2017-05-01 | $1,784 | $119 | SL | 15.0000 | $119 | ||
| Sentry Fire Proof Safe | 2017-05-01 | $2,396 | $160 | SL | 15.0000 | $160 | ||
| L Desk Wood Top 66X80 | 2018-02-20 | $3,043 | $34 | SL | 15.0000 | $203 | ||
| Wall Mount Unit 72" | 2018-02-20 | $1,600 | $17 | SL | 15.0000 | $107 | ||
| 2 Drawer Lateral File | 2018-02-20 | $1,117 | $12 | SL | 15.0000 | $74 | ||
| 3 Drawer Lateral File | 2018-02-20 | $1,495 | $17 | SL | 15.0000 | $100 | ||
| 4 Drawer Lateral File | 2018-02-20 | $1,873 | $21 | SL | 15.0000 | $125 | ||
| 42" Round Table | 2018-02-20 | $1,701 | $19 | SL | 15.0000 | $113 | ||
| 4 Arlington Club Chairs | 2018-02-20 | $2,875 | $32 | SL | 15.0000 | $192 | ||
| Amia Ergonomic Chair | 2018-02-20 | $630 | $7 | SL | 15.0000 | $42 | ||
| Dell Computer | 2018-01-21 | $1,981 | $50 | SL | 10.0000 | $198 | ||
| 2 Estagers | 2018-03-13 | $1,559 | $9 | SL | 15.0000 | $104 | ||
| Fencing | 2017-01-01 | $142,306 | $9,487 | SL | 20.0000 | $7,115 | $7,115 | $7,115 |
| Fencing | 2018-07-01 | $16,308 | SL | 20.0000 | $680 | $680 | $680 | |
| Road Work | 2019-03-01 | $18,005 | SL | 20.0000 | $150 | $150 | $150 | |
| Fencing Middle Pasture | 2018-05-01 | $10,224 | SL | 20.0000 | $511 | $511 | $511 | |
| Fencing South Pasture | 2018-05-01 | $17,840 | SL | 20.0000 | $892 | $892 | $892 | |
| Fencing Middle Pasture | 2018-05-01 | $6,936 | SL | 20.0000 | $347 | $347 | $347 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 57,322.687 SS Vanguard ST Bond Fund | $618,333 | $607,620 |
| 250,000 Wells Fargo & Co | $247,943 | $248,585 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 16,000 SS AT&T Inc | $452,389 | $495,360 |
| 12,000 SS Altria Group Inc | $264,061 | $651,960 |
| 8,100 SS American Electric Power | $298,918 | $692,955 |
| 3,000 SS Chevron Corp | $265,694 | $360,180 |
| 8,600 SS Coca Cola Company | $302,205 | $421,916 |
| 5,000 SS Exxon Mobile Corp | $427,831 | $401,400 |
| 8,000 SS General Electric Co | $198,025 | $81,360 |
| 12,500 SS Intel Corporation | $238,744 | $638,000 |
| 5,700 SS Johnson & Johnson | $338,467 | $804,840 |
| 1,500 SS Kimberly Clark | $99,725 | $192,570 |
| 9,000 SS Kraft Heinz Co | $339,136 | $299,160 |
| 17,000 SS Mondelez International Inc | $337,920 | $864,450 |
| 15,000 SS Pfizer Inc | $255,950 | $609,150 |
| 6,300 SS Phillips Morris Int'l | $331,538 | $545,328 |
| 8,200 SS Proctor & Gamble Co | $508,049 | $873,136 |
| 43 SS WABTEC | $3,356 | $3,185 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Improvements | $230,741 | $20,744 | $209,997 | $189,000 |
| Land | $911,301 | $911,301 | $831,250 | |
| Miscellaneous | $188,190 | $85,086 | $103,104 | $79,470 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Furniture and Fixtures | CategoryOrItemTxt |
| Cost Or Other Basis | $22,054 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $2,034 | AccumulatedDepreciationAmt |
| Book Value | $20,020 | BookValueAmt |
| EOYFMV | $14,438 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Hay,Wittenburg,Davis | CategoryTxt |
| Legal Fees | $285 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $285 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Collectibles | Desc |
| BOY Book Value | $19,401 | BOYBookValueAmt |
| EOY Book Value | $19,401 | EOYBookValueAmt |
| EOYFMV | $25,343 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Insurance | $6,953 | $6,953 | |
| Internet | $1,012 | $1,012 | |
| Office Supplies | $3,925 | $3,925 | |
| Rental Expenses | $52,105 | $52,105 | |
| Storage | $360 | $360 | |
| Telephone | $301 | $301 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OIl and Gas Royalties | Desc |
| Revenue And Expenses Per Books | $18,744 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $18,744 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Raymond James | CategoryTxt |
| Amt | $24,015 | Amt |
| Net Investment Income | $24,015 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Ad Valorem | $439 | $439 | |
| Excise Tax | $8,033 | ||
| Gross Production | $1,022 | $1,022 | |
| Payroll Tax | $1,284 | $1,284 |