MARY ELLEN KENT BUNYARD FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- MARY ELLEN KENT BUNYARD FAMILY FOUNDATION (EIN 26-4175604)
- Tax period
- 2017-05-01 to 2018-04-30
- Filed
- 2019-03-14
- IRS object ID
- 201920739349100407
- Schema version
- 2017v2.2
- 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 Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-03-14T08:44:03-07:00 | ReturnTs |
| Tax Period End | 2018-04-30 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-05-01 | 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 | 2019-03-14 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,008,840 | 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 | $31,279 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $31,279 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $286,523 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $286,523 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $97,500 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $97,500 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $59,868 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $239,065 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $644,078 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $239,065 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $23,475 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $23,475 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $677,842 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $677,842 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $3,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $3,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $8,385 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $8,385 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $520 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $520 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $45,829 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $2,371 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $300 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,071 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $25,628 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $25,628 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $5,799 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,556 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $11,914 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $7,896 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $7,605 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $7,605 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,536 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,536 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $35,430 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $29,736 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,895 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $152,017 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $65,116 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $32,012 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $535,865 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $535,865 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $687,882 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $65,116 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $567,877 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$10,040 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $612,726 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,660,476 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,475,966 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,477,719 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,009,325 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,658,652 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,346,000 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,085,140 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,097,909 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,082,260 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,260,919 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $95,354 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $1,157,861 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $1,165,565 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $1,061,880 | LandBldgInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $22,054 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $497 | LandBldgEquipAccumDeprecAmt |
| Land EOY | $21,557 | LandEOYAmt |
| Land EOYFMV | $15,438 | LandEOYFMVAmt |
| Other Assets EOY | $19,401 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $25,543 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $7,912,802 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,439,050 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,008,840 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $908 | AccountsPayableEOYAmt |
| Total Liabilities EOY | $908 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Permanently Restricted BOY | $7,912,802 | PermanentlyRestrictedBOYAmt |
| Permanently Restricted EOY | $8,438,142 | PermanentlyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,912,802 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,438,142 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,912,802 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,439,050 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,912,802 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$10,040 | ExcessRevenueOverExpensesAmt |
| Other Increases | $535,380 | OtherIncreasesAmt |
| Subtotal | $8,438,142 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,438,142 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 3,000 SS Altria Group Inc | P | 2001-01-01 | 2017-08-22 | $192,192 | $66,015 | $126,177 | $126,177 |
| 1,700 SS Philip Morris Intern'l Inc | P | 2001-01-01 | 2017-09-06 | $201,886 | $89,462 | $112,424 | $112,424 |
| 250,000 Capital One CD | P | 2014-09-11 | 2017-08-07 | $250,000 | $249,536 | $464 | $464 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $239,065 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $540,382 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,245,100 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04806 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $510,662 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,235,879 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04989 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $497,231 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,289,325 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04833 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $451,552 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,892,868 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04564 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $398,392 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,463,818 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04210 | DistributionYr5Rt |
| Total Distribution | 0.234009 | TotalDistributionRt |
| Average Distribution | 0.046802 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,747,792 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $549,820 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,127 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $555,947 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $589,931 | 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 | $6,127 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,127 | SubtotalAmt |
| Tax Based On Investment Income | $6,127 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,917 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $5,305 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $9,222 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,095 | OverpaymentAmt |
| Applied To ES Tax | $3,095 | 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 |
| 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 |
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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 | 0.00 | $1,000 |
| Gus Alexander | ||||||
| 5622 Columbine | San Angelo | TX | 76904 | Vice President | 1.00 | $1,000 |
| Wylie O Webb | ||||||
| 4825 Century Drive | San Angelo | TX | 76903 | Secretary | 1.00 | $1,000 |
| 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 | $10,238,642 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $642,903 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,045,147 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,926,692 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $11,926,692 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $178,900 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,747,792 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $587,390 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $587,390 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,127 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,127 | TotalTaxAmt |
| Distributable Before Adj | $581,263 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $581,263 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $581,263 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $567,877 | ExpensesAndContributionsAmt |
| Charitable Assets Acquis Paid | $22,054 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $589,931 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,127 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $583,804 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $581,263 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $540,382 | UndistributedIncomePYAmt |
| Qualifying Distributions | $589,931 | QualifyingDistributionsAmt |
| Applied To Year1 | $540,382 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $49,549 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $531,714 | 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 |
|---|---|---|---|---|---|---|
| Alcohol Drug Abuse Center of CV | ||||||
| PO Box 3805 | San Angelo | TX | 76902 | None | Construction of women and children's wing, furniture and equipment | $150,000 |
| Assocaition of Retarded Citizens | ||||||
| PO Box 1922 | San Angelo | TX | 76902 | None | Guardianship Alliance Program Funding | $5,000 |
| Boys and Girls Cluib of San Angelo | ||||||
| 1802 Lillie | San Angelo | TX | 76903 | None | Kids Cafe - Feed Children in the Summer | $30,000 |
| Concho Valley Fellow Christian Athl | ||||||
| PO Box 3711 | San Angelo | TX | 76902 | None | Camp Scholarships, Bibles for Students and Meals for Meetings | $5,000 |
| Eldorado Service Center | ||||||
| PO Box 105 | Eldorado | TX | 76936 | None | Senior Meals Program | $7,500 |
| Girl Scouts of Central Texas | ||||||
| 12012 Park 35 Circle | Austin | TX | 78753 | None | Sisters Program for Drop-outs | $5,000 |
| Healthy Families San Angelo | ||||||
| 2801 W Loop 306 | San Angelo | TX | 76904 | None | Counseling Salaires and MIleage | $15,000 |
| House of Faith | ||||||
| 321 Mintecito Drive | San Angelo | TX | 76903 | None | Afer School Snacks and Christmas Gifts | $20,000 |
| Institute Cognitive Development She | ||||||
| PO Box 5018 | San Angelo | TX | 76902 | None | Funding for Children's Program | $15,632 |
| J P W Hearing Center | ||||||
| 403 West Washington Drive | San Angelo | TX | 76903 | None | Scholarships and Dyslexic Students | $10,000 |
| 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 | Meals for Homebound Seniors | $25,000 |
| Mosaic Foundation | ||||||
| 51 S Bryant Blvd | San Angelo | TX | 76904 | None | Playground and Learning Murals | $9,733 |
| Pregnancy Help Center of Concho Val | ||||||
| 2525 Sherwood Way | San Angelo | TX | 76901 | None | Cribs, Matttresses, Diapers and Supplies | $25,000 |
| Promises for Families | ||||||
| 133 West Concho Ave Suite 207 | San Angelo | TX | 76903 | None | Camp Fees for Children with Incarcerated Parent | $10,000 |
| Rust Street Ministries | ||||||
| 803 Rust Street | San Angelo | TX | 76903 | None | Fans for Elderly and School Supplies for Children | $25,000 |
| San Angelo Area Foundation | ||||||
| 221 South Irving Street | San Angelo | TX | 76903 | None | Partial Funding for Heritage Park Construction | $75,000 |
| 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 Service for Children | $10,000 |
| West Texas Boys Ranch | ||||||
| 10223 Boys Ranch Road | San Angelo | TX | 76904 | None | General Operating Expenses Funding | $5,000 |
| West Texas Counseling Guidance Ctr | ||||||
| 33 East Twohig Avenue 6th Floor | San Angelo | TX | 76903 | None | To Hire Registered Therapist and Purchase Materials | $78,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $535,865 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31,279 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $286,523 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $59,868 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $239,065 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OIl and Gas Royalties | Desc |
| Exclusion | 15 | ExclusionCd |
| Exclusion | $23,475 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $640,210 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $640,210 | 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 |
|---|---|---|---|---|
| Aleesa Webb | $475 | $0 | $0 | $475 |
| Janet Bingham | $1,521 | $300 | $0 | $1,221 |
| Richard Webb CPA LLC | $375 | $0 | $0 | $375 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (15 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Prior Year DepreciationPriorYearDepreciationAmt |
|---|---|---|---|---|---|---|---|---|
| Fencing | 2017-05-17 | $1,622 | SL | 20.0000 | $81 | $81 | $81 | |
| Fencing Middle Pasture | 2017-10-11 | $17,500 | SL | 25.0000 | $700 | $700 | $700 | |
| Fire Proof Safe | 2017-05-01 | $1,784 | SL | 15.0000 | $119 | |||
| Sentry Fire Proof Safe | 2017-05-01 | $2,396 | SL | 15.0000 | $160 | |||
| L Desk Wood Top 66X80 | 2018-02-20 | $3,043 | SL | 15.0000 | $34 | |||
| Wall Mount Unit 72" | 2018-02-20 | $1,600 | SL | 15.0000 | $17 | |||
| 2 Drawer Lateral File | 2018-02-20 | $1,117 | SL | 15.0000 | $12 | |||
| 3 Drawer Lateral File | 2018-02-20 | $1,495 | SL | 15.0000 | $17 | |||
| 4 Drawer Lateral File | 2018-02-20 | $1,873 | SL | 15.0000 | $21 | |||
| 42" Round Table | 2018-02-20 | $1,701 | SL | 15.0000 | $19 | |||
| 4 Arlington Club Chairs | 2018-02-20 | $2,875 | SL | 15.0000 | $32 | |||
| Amia Ergonomic Chair | 2018-02-20 | $630 | SL | 15.0000 | $7 | |||
| Dell Computer | 2018-01-21 | $1,981 | SL | 10.0000 | $50 | |||
| 2 Estagers | 2018-03-13 | $1,559 | SL | 15.0000 | $9 | |||
| Fencing | 2017-01-01 | $142,306 | SL | 20.0000 | $7,115 | $7,115 | $7,115 | $2,372 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 55,823.436 SS Vanguard ST Bond Fund | $601,343 | $585,030 |
| 500,000 Wells Fargo & Co | $496,566 | $497,230 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 16,000 SS AT&T Inc | $452,389 | $517,120 |
| 12,000 SS Altria Group Inc | $264,061 | $668,880 |
| 8,100 SS American Electric Power | $298,918 | $550,395 |
| 3,000 SS Chevron Corp | $265,694 | $372,900 |
| 8,600 SS Coca Cola Company | $302,205 | $369,800 |
| 5,000 SS Exxon Mobile Corp | $427,831 | $406,200 |
| 8,000 SS General Electric Co | $198,025 | $112,640 |
| 12,500 SS Intel Corporation | $238,744 | $690,000 |
| 5,700 SS Johnson & Johnson | $338,467 | $681,834 |
| 1,500 SS Kimberly Clark | $99,725 | $151,275 |
| 9,000 SS Kraft Heinz Co | $339,136 | $517,320 |
| 17,000 SS Mondelez International Inc | $337,920 | $667,590 |
| 15,000 SS Pfizer Inc | $255,950 | $538,950 |
| 6,300 SS Phillips Morris Int'l | $331,538 | $501,102 |
| 8,200 SS Proctor & Gamble Co | $508,049 | $599,994 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Improvements | $161,428 | $10,268 | $151,160 | $151,160 |
| 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 | $497 | AccumulatedDepreciationAmt |
| Book Value | $21,557 | BookValueAmt |
| EOYFMV | $15,438 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Hay,Wittenburg,Davis | CategoryTxt |
| Legal Fees | $45,829 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Collectibles | Desc |
| EOY Book Value | $19,401 | EOYBookValueAmt |
| EOYFMV | $25,543 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Insurance O & D Liability | $1,625 | $1,625 | |
| Office Supplies | $3,270 | $3,270 | |
| Rental Expenses | $29,736 | $29,736 | |
| Storage | $799 |
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 | $23,475 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $23,475 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $23,475 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Adjusted Stock Value to FMV at date of death | $308,992 |
| Bequest from Estate of Collectibles & Paintings | $19,401 |
| Record Purchase of Proctor & Gamble in 2011 | $206,987 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Raymond James | CategoryTxt |
| Amt | $25,628 | Amt |
| Net Investment Income | $25,628 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Ad Valorem | $1,186 | $1,186 |
| Excise Tax | $4,243 | |
| Gross Production | $370 | $370 |