MARY ELLEN KENT BUNYARD FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MARY ELLEN KENT BUNYARD FAMILY FOUNDATION (EIN 26-4175604)
- Tax period
- 2019-05-01 to 2020-04-30
- Filed
- 2020-11-19
- IRS object ID
- 202033249349100503
- Schema version
- 2019v5.0
- 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 | 2020-11-19T09:05:49-08:00 | ReturnTs |
| Tax Period End | 2020-04-30 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-05-01 | 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 | 2020-11-19 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,732,927 | 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 | $25,240 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $25,240 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $334,470 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $334,470 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $79,000 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $79,000 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $13,029 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$2,299 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,176,584 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $15,756 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $15,756 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $452,167 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $454,466 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $4,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $4,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $24,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $24,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,512 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $1,512 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,373 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $175 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,198 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $27,653 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $27,653 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $24 | InterestRevAndExpnssAmt |
| Interest Dsbrs Chrtbl | $24 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15,412 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,351 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,836 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $13,403 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $11,866 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $2,860 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $2,860 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,639 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $2,320 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,319 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $62,600 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $54,105 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,495 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $159,476 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $97,470 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $48,244 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $537,372 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $537,372 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $696,848 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $97,470 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $585,616 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$244,681 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $356,996 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,436,563 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $781,362 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $781,615 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,662,008 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,542,920 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,422,134 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $866,276 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $389,277 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $389,677 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,350,424 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $117,696 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $1,224,402 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $1,232,728 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $1,099,720 | LandBldgInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $22,054 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,571 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $20,020 | LandBOYAmt |
| Land EOY | $18,483 | 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 | $8,228,670 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,984,171 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,732,927 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $182 | AccountsPayableEOYAmt |
| Total Liabilities EOY | $182 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests EOY | $8,228,670 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets EOY | $7,983,989 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,228,670 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,983,989 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,228,670 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,984,171 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,228,670 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$244,681 | ExcessRevenueOverExpensesAmt |
| Subtotal | $7,983,989 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $7,983,989 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 250,000 State Bank Los Angeles CA CD | P | 2018-09-30 | 2020-03-20 | $250,000 | $249,390 | $610 | $610 |
| 1699.333 SS Vanguard ST Admiral Fund | P | 2001-01-01 | 2019-08-12 | $18,268 | $17,909 | $359 | $359 |
| 46,158.187 SS Vanguard ST Admiral Fund | P | 2010-08-02 | 2019-08-12 | $496,201 | $499,000 | -$2,799 | -$2,799 |
| 250,000 Discover Bank Greenwood CD | P | 2018-09-28 | 2019-10-03 | $250,000 | $249,852 | $148 | $148 |
| 10,051.573 SS Vanguard ST Admiral Fund | P | 2001-01-01 | 2019-06-12 | $108,054 | $107,679 | $375 | $375 |
| 3109.1 SS Federated Investors Govt Obligation | P | 2019-12-21 | 2020-03-24 | $3,109 | $3,109 | ||
| 1197.053 SS Morgan Stanley Core Plus | P | 2019-08-22 | 2020-03-24 | $12,976 | $13,869 | -$893 | -$893 |
| 3182.58 SS Amco Investments | P | 2019-08-22 | 2019-09-29 | $37,976 | $38,075 | -$99 | -$99 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$2,299 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$992 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $579,068 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,964,317 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04840 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $583,804 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,747,792 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04970 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $540,382 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,245,100 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04806 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $510,662 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,235,879 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04989 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $497,231 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $10,289,325 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04833 | DistributionYr5Rt |
| Total Distribution | 0.244364 | TotalDistributionRt |
| Average Distribution | 0.048873 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,351,606 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $554,787 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,570 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $558,357 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $585,616 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $3,570 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,570 | SubtotalAmt |
| Tax Based On Investment Income | $3,570 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,988 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $2,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $7,988 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $58 | EsPenaltyAmt |
| Overpayment | $4,360 | OverpaymentAmt |
| Applied To ES Tax | $4,360 | 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 | $1,250 |
| 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 | $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 | $9,843,073 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $556,337 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,125,063 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,524,473 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $11,524,473 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $172,867 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,351,606 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $567,580 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $567,580 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,570 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,570 | TotalTaxAmt |
| Distributable Before Adj | $564,010 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $564,010 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $564,010 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $585,616 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $585,616 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,570 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $582,046 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $564,010 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $543,371 | UndistributedIncomePYAmt |
| Qualifying Distributions | $585,616 | QualifyingDistributionsAmt |
| Applied To Year1 | $543,371 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $42,245 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $521,765 | 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 (21 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 | Operating Expenses for Childrens' Programs. | $25,000 |
| Concho Valley Fellow Christian Athl | ||||||
| PO Box 3711 | San Angelo | TX | 76902 | None | Camp Scholarships, Bibles for Students and Meals for Meetings | $5,000 |
| Girl Scouts of Central Texas | ||||||
| 12012 Park 35 Circle | Austin | TX | 78753 | None | Install drainage system. | $5,000 |
| Laity Renewal Foundation | ||||||
| PO Box 290670 | Kerrville | TX | 78029 | None | Full and Partial Scholarships to Camp | $5,000 |
| Meals for the Elderly | ||||||
| 310 Houston Harte | San Angelo | TX | 76903 | None | To provide the home bound elderly with home delivered hot meals each week day. | $40,000 |
| Pregnancy Help Center of Concho Val | ||||||
| 2525 Sherwood Way | San Angelo | TX | 76901 | None | Cribs, Matttresses, Diapers and Suppliesfor mothers and children. | $20,000 |
| Rust Street Ministries | ||||||
| 803 Rust Street | San Angelo | TX | 76903 | None | Supplies and clothing for elderly and those under 18 years of age and additional funding due to pandemic. | $54,000 |
| San Angelo Performing Arts | ||||||
| 82 Gillis Street | San Angelo | TX | 76903 | None | Scholarships for one play for school children. | $5,000 |
| West Texas Boys Ranch | ||||||
| 10223 Boys Ranch Road | San Angelo | TX | 76904 | None | Purchase 14 computers for doing school work during virus protocal. | $4,416 |
| West Texas Counseling Guidance Cent | ||||||
| 33 East Twohig Avenue 6th Floor | San Angelo | TX | 76903 | None | Remodeling of facility in Cactus Hotel used for therapy for children and youth. | $89,745 |
| YMCA | ||||||
| 353 S Rondolph St | San Angelo | TX | 76903 | None | Scholarships for children's day care for summer and assist with annual children's fair. Additional building support payment. | $133,500 |
| Young Life of San Angelo | ||||||
| PO Box 6181 | San Angelo | TX | 76906 | None | Pay electricity for 12 months. | $4,800 |
| Sonrisas Trails | ||||||
| 5185 South Bryant Blvd | San Angelo | TX | 76904 | None | Feed and care for horses for one year. | $24,000 |
| Concho Valley Turning Point | ||||||
| 528 East Highland Blvd | San Angelo | TX | 76903 | None | Playground equipment for children of patients who visit dads while having counseling with moms. | $5,431 |
| Eden Community Child Care | ||||||
| 110 Broadway Street | Eden | TX | 76837 | None | Equipment for children's playground. | $3,480 |
| Make a Wish Foundation of North Tex | ||||||
| 407 North Big Spring 208 | Midland | TX | 79701 | None | Support of program for area children with serious health problems who have a last wish. | $5,000 |
| Baptist Retirment Community | ||||||
| 902-903 North Main Street | San Angelo | TX | 76903 | None | Emergency generator and golf cart to transport elderly patients. | $40,000 |
| Safari Club International Foundatio | ||||||
| 4800 West Gates Pass Road | Tucson | AZ | 85745 | None | Hunting experience for disabled child and parents from Tom Green County. | $6,000 |
| San Angelo Museum of Fine Arts | ||||||
| 1 Love Street | San Angelo | TX | 76903 | None | Educational program for children and youth. | $50,000 |
| Grape Creek United Methodist Church | ||||||
| 8045 US Highway 87 North | San Angelo | TX | 76901 | None | Fund additional food pruchases for church food pantry used to feed elderly and children during pandemic. | $2,000 |
| First Christian Church of San Angel | ||||||
| 29 North Oaks Street | San Angelo | TX | 76905 | None | Fund additional food purchases for church food pantry used to feed the elderly and children during pandemic. | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $537,372 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25,240 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $334,470 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $13,029 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$2,299 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OIl and Gas Royalties | Desc |
| Exclusion | 15 | ExclusionCd |
| Exclusion | $15,756 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $386,196 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $386,196 | 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 (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Janet Bingham | $902 | $175 | $0 | $727 |
| Jones Hay Marschall & McKinney | $500 | $0 | $0 | $500 |
| Marjorie Schultz & Associates | $1,971 | $0 | $0 | $1,971 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (21 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 | $162 | SL | 20.0000 | $81 | $81 | $81 |
| Fencing Middle Pasture | 2017-10-11 | $17,500 | $1,400 | SL | 25.0000 | $700 | $700 | $700 |
| Fire Proof Safe | 2017-05-01 | $1,784 | $238 | SL | 15.0000 | $119 | ||
| Sentry Fire Proof Safe | 2017-05-01 | $2,396 | $320 | SL | 15.0000 | $160 | ||
| L Desk Wood Top 66X80 | 2018-02-20 | $3,043 | $237 | SL | 15.0000 | $203 | ||
| Wall Mount Unit 72" | 2018-02-20 | $1,600 | $124 | SL | 15.0000 | $107 | ||
| 2 Drawer Lateral File | 2018-02-20 | $1,117 | $86 | SL | 15.0000 | $74 | ||
| 3 Drawer Lateral File | 2018-02-20 | $1,495 | $117 | SL | 15.0000 | $100 | ||
| 4 Drawer Lateral File | 2018-02-20 | $1,873 | $146 | SL | 15.0000 | $125 | ||
| 42" Round Table | 2018-02-20 | $1,701 | $132 | SL | 15.0000 | $113 | ||
| 4 Arlington Club Chairs | 2018-02-20 | $2,875 | $224 | SL | 15.0000 | $192 | ||
| Amia Ergonomic Chair | 2018-02-20 | $630 | $49 | SL | 15.0000 | $42 | ||
| Dell Computer | 2018-01-21 | $1,981 | $248 | SL | 10.0000 | $198 | ||
| 2 Estagers | 2018-03-13 | $1,559 | $113 | SL | 15.0000 | $104 | ||
| Fencing | 2017-01-01 | $142,306 | $16,602 | SL | 20.0000 | $7,115 | $7,115 | $7,115 |
| Fencing | 2018-07-01 | $16,308 | $680 | SL | 20.0000 | $815 | $815 | $815 |
| Road Work | 2019-03-01 | $18,005 | $150 | SL | 20.0000 | $900 | $900 | $900 |
| Fencing Middle Pasture | 2018-05-01 | $10,224 | $511 | SL | 20.0000 | $511 | $511 | $511 |
| Fencing South Pasture | 2018-05-01 | $17,840 | $892 | SL | 20.0000 | $892 | $892 | $892 |
| Fencing Middle Pasture | 2018-05-01 | $6,936 | $347 | SL | 20.0000 | $347 | $347 | $347 |
| Roof Hunting Lodge | 2019-11-20 | $20,192 | SL | 20.0000 | $505 | $505 | $505 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (6 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 57,322.687 Vanguard ST Bond Fund | ||
| 250,000 Wells Fargo & Co | ||
| 250,000 ExxonMobil Corp 2.22% Due 3/1/21 | $247,943 | $252,220 |
| 5430.301 Morgan Stanley Core Plus Fixed | $63,021 | $62,068 |
| 3238.196 PIMCO Income Fund Inst | $38,716 | $36,106 |
| 3287.29 Western Asset Core Plus Bond I | $39,597 | $39,283 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (29 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 16,000 SS AT&T Inc | $452,389 | $487,520 |
| 12,000 SS Altria Group Inc | $264,061 | $471,000 |
| 8,100 SS American Electric Power | $298,918 | $673,191 |
| 3,000 SS Chevron Corp | $265,694 | $276,000 |
| 8,600 SS Coca Cola Company | $302,205 | $394,654 |
| 5,000 SS Exxon Mobile Corp | $427,831 | $232,350 |
| 8,000 SS General Electric Co | $198,025 | $54,400 |
| 12,500 SS Intel Corporation | $238,744 | $749,750 |
| 5,700 SS Johnson & Johnson | $338,467 | $855,228 |
| 1,500 SS Kimberly Clark | $99,725 | $207,720 |
| 9,000 SS Kraft Heinz Co | $339,136 | $272,970 |
| 17,000 SS Mondelez International Inc | $337,920 | $874,480 |
| 15,000 SS Pfizer Inc | $255,950 | $575,400 |
| 6,300 SS Phillips Morris Int'l | $331,538 | $469,980 |
| 8,200 SS Proctor & Gamble Co | $508,049 | $966,534 |
| 43 SS WABTEC | $3,357 | $2,426 |
| 500 SS Powershares QQQ Trust Series 1 | $94,200 | $109,455 |
| 600 SS IShares Core MSCI Emerging Mkts | $28,599 | $26,196 |
| 600 SS IShares Core MSCI EAFE | $35,302 | $31,818 |
| 700 SS Vanguard Total Stock Market ETF | $104,493 | $102,088 |
| 6804.031 SS DoubleLine Shiller Enh CAPE | $104,590 | $89,609 |
| 9782.155 Metropolitan W Alpha Trak 500 | $108,679 | $98,800 |
| 2460.343 SS Virtus KAR Mid Cap Growth | $100,654 | $110,125 |
| 7172.178 SS Cohen & Steeers RE Sec Fund | $119,211 | $102,706 |
| 857.206 SS Fidelity Advisor EmergingAsia | $32,826 | $35,257 |
| 1177.902 SS Matthews Asia Growth Inv | $30,320 | $30,507 |
| 2154.521 SS Morgan Stanley Int'l Adv | $40,082 | $40,764 |
| 1674.341 SS Morgan Stanley Int'l Oppty | $40,024 | $42,578 |
| 2488.888 SS Virtus KAR Int'l Small Cap | $41,931 | $38,628 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Improvements | $250,933 | $32,610 | $218,323 | $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 | $3,571 | AccumulatedDepreciationAmt |
| Book Value | $18,483 | BookValueAmt |
| EOYFMV | $14,438 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Hay,Wittenburg,Davis | $371 | $0 | $0 | $371 |
| Marjorie Schultz & Associates | $1,141 | $0 | $0 | $1,141 |
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 (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Insurance | $2,597 | $2,597 | |
| Internet | $1,067 | $1,067 | |
| Office Supplies | $3,181 | $3,181 | |
| Rental Expenses | $54,105 | $54,105 | |
| Web Site Maintenance | $1,650 | $1,650 |
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 | $15,756 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $15,756 | NetInvestmentIncomeAmt |
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 | $21,937 | $21,937 | $0 | $0 |
| Strategic Financial Concepts | $5,716 | $5,716 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Ad Valorem | $609 | $609 | |
| Excise Tax | $12,225 | ||
| Gross Production | $742 | $742 | |
| Payroll Tax | $1,836 | $1,836 |