MARY ELLEN KENT BUNYARD FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- MARY ELLEN KENT BUNYARD FAMILY FOUNDATION (EIN 26-4175604)
- Tax period
- 2013-05-01 to 2014-04-30
- Filed
- 2014-11-21
- IRS object ID
- 201433259349100103
- Schema version
- 2013v3.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-21T13:30:17-06:00 | ReturnTs |
| Tax Period End | 2014-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 751565686 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEBB & WEBB CPAS | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 311 WEST CONCHO | AddressLine1 |
| City | SAN ANGELO | City |
| State | TX | State |
| ZIP Code | 76903 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-05-01 | 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 FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARY | BusinessNameControlTxt |
| Phone | 3256582728 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 271 | AddressLine1 |
| City | SAN ANGELO | City |
| State | TX | State |
| ZIP Code | 769020271 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM KEITH DAVIS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3256582728 | PhoneNum |
| Signature | 2014-11-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WYLIE O WEBB | PreparerPersonNm |
| PTIN | P01336062 | PTIN |
| Phone | 3256585518 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,277,168 | 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 | $70,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $7,171 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,171 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $232,437 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $232,437 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $116,249 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,016,042 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $116,249 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $425,857 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $355,857 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,307 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,307 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,430 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,430 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $17,664 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17,664 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,249 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $29,650 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,664 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,737 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $446,197 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $446,197 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $475,847 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,664 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $454,934 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$49,990 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $338,193 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $421,580 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,510,032 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,517,634 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $1,717 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $3,691,461 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,941,587 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,713,277 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,435,835 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,048,984 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,046,257 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $7,550,593 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,500,603 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,277,168 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Permanently Restricted BOY | $7,550,593 | PermanentlyRestrictedBOYAmt |
| Permanently Restricted EOY | $7,500,603 | PermanentlyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,550,593 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,500,603 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,550,593 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,500,603 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,550,593 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$49,990 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,500,603 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,500,603 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 661.804 SHS INTER BOND FD AMER | 2012-08-30 | 2013-07-01 | $8,908 | $9,078 | -$170 | -$170 | |
| 45434.10 SH INTER BOND FD AMER | 2009-02-24 | 2013-07-01 | $611,554 | $567,340 | $44,214 | $44,214 | |
| 1576.042 SHS SHORT TERM BOND FD | 2012-08-30 | 2013-07-01 | $15,713 | $15,872 | -$159 | -$159 | |
| 238590,923 SHS SHORT TERM BOND FD | 2009-07-24 | 2013-07-01 | $2,378,751 | $2,307,503 | $71,248 | $71,248 | |
| CAPITAL GAINS DIVIDENDS | $1,116 | $1,116 | $1,116 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $116,249 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $398,392 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,463,818 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042096 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $191,022 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,966,061 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.023979 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $5,483 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,636,034 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.001508 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $7,956 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $122,717 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.064832 | DistributionYr4Rt |
| Total Distribution | 0.132415 | TotalDistributionRt |
| Average Distribution | 0.033104 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,892,868 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $327,494 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,382 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $330,876 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $454,934 | 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 | $3,382 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,382 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,382 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,249 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $564 | AppliedToEsTaxAmt |
| Total Payments And Credits | $3,813 | TotalPaymentsAndCreditsAmt |
| Overpayment | $431 | OverpaymentAmt |
| Applied To ES Tax | $431 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WYLIE O WEBB | IndividualWithBooksNm |
| Phone | 3256585518 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 311 WEST CONCHO AVE | AddressLine1 |
| City | SAN ANGELO | City |
| State | TX | State |
| ZIP Code | 76903 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WILLIAM KEITH DAVIS | ||||||||
| 1 EAST TWOHIG AVE FLOOR 3 | SAN ANGELO | TX | 76903 | DIRECTOR / PRESIDENT | 2.00 | $0 | $0 | $0 |
| GUS ALEXANDER | ||||||||
| 5622 COLUMBINE | SAN ANGELO | TX | 76904 | DIRECTOR / VICE-PRESIDENT | 1.00 | $0 | $0 | $0 |
| WYLIE O WEBB | ||||||||
| 311 WEST CONCHO AVE | SAN ANGELO | TX | 76903 | DIRECTOR / SEC, TREAS. | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY AND EDUCATIONAL PURPOSES, SPECIFICALLY, PRIMARILY TO PROVIDE ASSISTANCE TO THE YOUTH (PERSONS UNDER AGE 18) AND ELDERLY (PERSONS OVER AGE 70) OF TOM GREEN COUNTY, TEXAS, AND ADJOINING COUNTIES. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,728,874 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,314,647 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,043,521 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,043,521 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $150,653 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,892,868 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $494,643 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $494,643 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,382 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,382 | TotalTaxAmt |
| Distributable Before Adj | $491,261 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $491,261 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $491,261 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $454,934 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $454,934 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,382 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $451,552 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $491,261 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $446,155 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $454,934 | QualifyingDistributionsAmt |
| Applied To Year1 | $446,155 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,779 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $482,482 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
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 | P O BOX 271 | AddressLine1 |
| City | SAN ANGELO | City |
| State | TX | State |
| ZIP Code | 76902 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3256582728 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIFIC FORM REQUIRED AT THE PRESENT TIME. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION IS FORMED PRIMARILY TO SUPPORT ORGANIZATIONS EXEMPT UNDER SECTION 501(C)(3) WHICH PROVIDE ASSISTANCE TO THE 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 (17 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| WEST TEXAS BOYS RANCH | |||||||
| 10223 BOYS RANCH ROAD | SAN ANGELO | TX | 76904 | N/A | PUBLIC CHARITY 501 ( | PURCHASE A 2014 FORD FOCUS TO USE IN TRANSPORTING BOYS TO DOCTORS, DENTIST, ETC. | $20,000 |
| TOM GREEN 4-H SHOOTING SPORTS PROGRAM | |||||||
| 14650 FM 765 | SAN ANGELO | TX | 76905 | N/A | PUBLIC CHARITY 501 ( | HOST ANNUAL WHIZ-BANG,A STATE SCORED SHOOT. PROCEEDS FROM SHOOT WILL HELP ESTABLISH FUNDING FOR SCHLORSHIPS | $5,000 |
| SAN ANGELO PERFORMING ARTS COALITION INC | |||||||
| 2201 SHERWOOD WAY SUITE 205 | SAN ANGELO | TX | 76901 | N/A | PUBLIC CHARITY 501 ( | PROVIDE FUNDING FOR YOUTH PROGRAMS | $50,000 |
| CHILDRENS MIRACLE NETWORK | |||||||
| 120 EAST HARRIS AVE | SAN ANGELO | TX | 76903 | N/A | PUBLIC CHARITY 501 ( | PROVIDE SERVICES EQUIPMENT AND TRAINING NECESSARY SO THAT CHILDREN IN THE CONCHO VALLEY CAN STAY HOME FOR MEDICAL TREATMENT. | $15,000 |
| JAMES PHILLIP WILLIAMS MEMORIAL FOUNDATION | |||||||
| 403 W WASHINGTON DRIVE | SAN ANGELO | TX | 76903 | N/A | PUBLIC CHARITY 501 ( | YOUTH TUTORIALS,INCLUDING THE CHILDRENS CURRICULUM NEEDS FOR STUDENTS WITH LEARNING ISSUES AND DISABILITIES. | $20,000 |
| MEALS FOR THE ELDERLY | |||||||
| 310 E HOUSTON HARTE | SAN ANGELO | TX | 76903 | N/A | PUBLIC CHARITY 501 ( | PROVIDE MEALS TO HOMEBOUND SENIORS WITHIN TOM GREEN COUNTY | $22,500 |
| SAN ANGELO YMCA | |||||||
| 353 SOUTH RANDOLPH | SAN ANGELO | TX | 76903 | N/A | PUBLIC CHARITY 501 ( | SCHOLARSHIPS FOR CHILDREN'S SUMMER DAY CAMP PROGRAM | $10,000 |
| TEXAS SOUTHWEST COUNCIL OF THE BOY SCOUTS OF AMERICA | |||||||
| PO BOX 1584 | SAN ANGELO | TX | 76903 | N/A | PUBLIC CHARITY 501 ( | GRANT TO PROVIDE SCOUTS THE FACILITIES TO LEARN VALUES AND SKILLS THAT SCOUTING OFFERS. | $10,000 |
| SAN ANGELO SYMPHONY | |||||||
| PO BOX 5922 | SAN ANGELO | TX | 76902 | N/A | PUBLIC CHARITY 501 ( | HELP FUND MUSIC AND WELLNESS, AND EDUCATIONAL PROGRAM DESIGNED TO PROVIDE MUSICAL PERFORMANCES TO PATIENTS IN AREA CARE FACILITIES. | $48,697 |
| DISCIPLES CENTER INC DBA PLAZA DEL SOL | |||||||
| 4359 OAK GROVE BDLVD | SAN ANGELO | TX | 76904 | N/A | PUBLIC CHARITY 501 ( | PROVIDE HOUSING FOR LOW-INCOME SENIORS. | $20,000 |
| HOUSE OF FAITH | |||||||
| 321 MONTECITO DRIVE | SAN ANGELO | TX | 76903 | N/A | PUBLIC CHARITY 501 ( | GRANT TO SUPPORT 2014 SUMMER CAMP PROGRAMS | $20,000 |
| RUST STREET MINISTRIES | |||||||
| 803 RUST STREET | SAN ANGELO | TX | 76903 | N/A | PUBLIC CHARITY 501 ( | PURCHASE FANS,COOLING TOWELS HANDSFREE CAN OPENERS FOR SENIORS:CLOTHING FOR LITTLE BOYS, CHILDRENS UNDERCLOTHES, DIAPERS, BABY FORMULA, ETC. | $50,000 |
| THE MOSAIC FOUNDATION | |||||||
| 4980 S 118TH STREET | OMAHA | NE | 68137 | N/A | PUBLIC CHARITY 501 ( | PROVIDE THERAPEUTIC RIDING SCHOLARSHIPS FOR YOUTH AND THE ELDERLY. | $10,000 |
| SALVATION ARMY OF SAN ANGELO | |||||||
| 215 GILLIS STREET | SAN ANGELO | TX | 76902 | N/A | PUBLIC CHARITY 501 ( | FOR YOUTH PROGRAMS | $15,000 |
| WEST TEXAS REHABILITATION CENTER | |||||||
| 3001 SOUTH JACKSON | SAN ANGELO | TX | 76904 | N/A | PUBLIC CHARITY 501 ( | GRANT TO ASSIST WITH FUNDS TO CONSTRUCT A NEW ADMINISTRATION BUILDING TO FREE UP SPACE IN EXISTING BUILDING FOR MORE THERAPY SPACE TO TREAT CHILDREN. | $100,000 |
| TOM GREEN COUNTY LIBRARY SYSTEM | |||||||
| 23 WEST BEAUREGARD | SAN ANGELO | TX | 76903 | N/A | PUBLIC CHARITY 501 ( | PROVIDE SERVICES TO CHILDREN AND TEENS AT THE LIBRARY | $20,000 |
| PREGNANCY HELP CENTER OF CONCHO VALLEY INC | |||||||
| 2525 SHERWOOD WAY | SAN ANGELO | TX | 76903 | N/A | PUBLIC CHARITY 501 ( | PROVIDE A SAFE HAVEN FOR YOUNG WOMEN DURING PREGNANCY. | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $446,197 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,171 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $232,437 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $116,249 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $355,857 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $355,857 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ESTATE OF MARY ELLEN BUNYARD | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 EAST TWOHIG AVE FLOOR 3 | AddressLine1 |
| City | SAN ANGELO | City |
| State | TX | State |
| ZIP Code | 76903 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $70,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WEBB & WEBB | CategoryTxt |
| Amt | $3,430 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,430 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BOND FUNDS | BondNm |
| EOY Book Value | $1,048,984 | EOYBookValueAmt |
| EOYFMV | $1,046,257 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $3,941,587 | EOYBookValueAmt |
| EOYFMV | $6,713,277 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HAY, WITTENBURG, DAVIS ET AL | CategoryTxt |
| Legal Fees | $5,307 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,307 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RAYMOND JAMES | CategoryTxt |
| Amt | $17,664 | Amt |
| Net Investment Income | $17,664 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESTATE OF MARY ELLEN BUNYARD | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 EAST TWOHIG AVE FLOOR 3 | AddressLine1 |
| City | SAN ANGELO | City |
| State | TX | State |
| ZIP Code | 76903 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX ON INVESTMENT INCOME | CategoryTxt |
| Amt | $3,249 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |