WILLIAM R KENAN JR CHARITABLE TRUST
Cite this
Plain text WILLIAM R KENAN JR CHARITABLE TRUST. Strategy Studio, nonprofit organization profile, tax years 2020–2024. https://strategystudio.org/org/136192029. Retrieved 2026-10-19.
APA Strategy Studio. (n.d.). WILLIAM R KENAN JR CHARITABLE TRUST [Nonprofit organization profile; tax years 2020–2024]. Retrieved October 19, 2026, from https://strategystudio.org/org/136192029
MLA “WILLIAM R KENAN JR CHARITABLE TRUST.” Strategy Studio, tax years 2020–2024, https://strategystudio.org/org/136192029. Accessed 19 Oct. 2026.
Retrieved 2026-10-19; covers tax years 2020–2024. Data: Strategy Studio, CC BY 4.0.
2024 · Form 990PF · revenue $51.3M · expenses $41.8M · assets $665.1M
- EIN
- 13-6192029
- Address
- 100 EUROPA DR STE 525, CHAPEL HILL, NC 27517-2389
- NTEE code
- T20
- Subsection
- 501(c)(3)
- Ruling year
- 2012
- Cross-check
- ProPublica Nonprofit Explorer
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
13 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Jp Morgan Chase Bank Na Institution | TRUSTEE | 2020-2024 | $3,151,066 | $14,957,251 | 1826 |
| Nancy Cable | EXEC. DIR. | 2022-2024 | $467,940 | $1,137,287 | 1 |
| Thomas S Kenan Iii | CO-TRUSTEE | 2020-2024 | $167,500 | $825,000 | 8 |
| Lawrence Lewis Gray | CO-TRUSTEE | 2020-2024 | $167,500 | $770,788 | 1 |
| Tinka Deal | EXEC. COORD. | 2020-2024 | $118,309 | $591,004 | 1 |
| Ann Bryan | SENIOR GRANT OFFICER | 2023-2024 | $301,535 | $541,570 | 1 |
| Robby Russell | GRANT OFFICER | 2023-2024 | $269,881 | $480,708 | 1 |
| Aarif El-Khatib | OPERATION MANAGER | 2022-2024 | $179,007 | $455,084 | 1 |
| Dorian O Burton (former) | ASST. EXEC. DIR. | 2020-2021 | $296,485 | $604,702 | 1 |
| Douglas C Zinn (former) | EXEC. DIR. | 2020 | $482,382 | $482,382 | 1 |
| Daniel Drake (former) | INTERIM EXEC. DIR. | 2021-2022 | $223,350 | $438,650 | 1 |
| Catherine Fryszczyn (former) | SR. EVAL OFFICER | 2020-2021 | $62,879 | $201,592 | 1 |
| James G Kenan Iii (former) | CO-TRUSTEE | 2020 | $54,619 | $54,619 | 2 |
People by year
2024 · 8 people listed · 8 paid, $4.8M
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JP MORGAN CHASE BANK NA Institution | TRUSTEE | 40 | $3,151,066 | - | - | $3,151,066 | 1826 |
| NANCY CABLE | EXEC. DIR. | 40 | $437,116 | - | $30,824 | $467,940 | 1 |
| ANN BRYAN | SENIOR GRANT OFFICER | 40 | $271,919 | - | $29,616 | $301,535 | 1 |
| ROBBY RUSSELL | GRANT OFFICER | 40 | $219,626 | - | $50,255 | $269,881 | 1 |
| AARIF EL-KHATIB | OPERATION MANAGER | 40 | $155,016 | - | $23,991 | $179,007 | 1 |
| THOMAS S KENAN III | CO-TRUSTEE | 12 | $167,500 | - | - | $167,500 | 8 |
| LAWRENCE LEWIS GRAY | CO-TRUSTEE | 12 | $167,500 | - | - | $167,500 | 1 |
| TINKA DEAL | EXEC. COORD. | 40 | $90,695 | - | $27,614 | $118,309 | 1 |
2023 · 8 people listed · 8 paid, $4.3M
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JP MORGAN CHASE BANK NA Institution | TRUSTEE | 40 | $2,826,831 | - | - | $2,826,831 | 1826 |
| NANCY CABLE | EXEC. DIR. | 40 | $416,361 | - | $24,205 | $440,566 | 1 |
| ANN BRYAN | SENIOR GRANT OFFICER | 40 | $216,795 | - | $23,240 | $240,035 | 1 |
| ROBBY RUSSELL | GRANT OFFICER | 40 | $182,537 | - | $28,290 | $210,827 | 1 |
| AARIF EL-KHATIB | OPERATION MANAGER | 40 | $146,506 | - | $14,386 | $160,892 | 1 |
| THOMAS S KENAN III | CO-TRUSTEE | 12 | $160,000 | - | - | $160,000 | 8 |
| LAWRENCE LEWIS GRAY | CO-TRUSTEE | 12 | $160,000 | - | - | $160,000 | 1 |
| TINKA DEAL | EXEC. COORD. | 40 | $90,593 | - | $26,957 | $117,550 | 1 |
2022 · 7 people listed · 7 paid, $3.7M
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JP MORGAN CHASE BANK NA Institution | TRUSTEE | 40 | $2,717,145 | - | - | $2,717,145 | 1826 |
| NANCY CABLE | EXEC. DIR. | 0 | $212,832 | - | $15,949 | $228,781 | 1 |
| DANIEL DRAKE | INTERIM EXEC. DIR. | 0 | $223,350 | - | - | $223,350 | 1 |
| THOMAS S KENAN III | CO-TRUSTEE | 12 | $160,000 | - | - | $160,000 | 8 |
| LAWRENCE LEWIS GRAY | CO-TRUSTEE | 12 | $160,000 | - | - | $160,000 | 1 |
| AARIF EL-KHATIB | OPERATION MANAGER | 0 | $115,185 | - | - | $115,185 | 1 |
| TINKA DEAL | EXEC. COORD. | 0 | $87,197 | - | $26,454 | $113,651 | 1 |
2021 · 7 people listed · 7 paid, $4.8M
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JP MORGAN CHASE BANK NA Institution | TRUSTEE | 40 | $3,703,304 | - | - | $3,703,304 | 1826 |
| DORIAN O BURTON | ASST. EXEC. DIR. | 0 | $296,485 | - | - | $296,485 | 1 |
| DANIEL DRAKE | INTERIM EXEC. DIR. | 0 | $215,300 | - | - | $215,300 | 1 |
| THOMAS S KENAN III | CO-TRUSTEE | 12 | $187,500 | - | - | $187,500 | 8 |
| LAWRENCE LEWIS GRAY | CO-TRUSTEE | 12 | $187,500 | - | - | $187,500 | 1 |
| TINKA DEAL | EXEC. COORD. | 0 | $100,114 | - | $24,194 | $124,308 | 1 |
| CATHERINE FRYSZCZYN | SR. EVAL OFFICER | 0 | $55,318 | - | $7,561 | $62,879 | 1 |
2020 · 8 people listed · 8 paid, $3.9M
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JP MORGAN CHASE BANK NA Institution | TRUSTEE | 40 | $2,558,905 | - | - | $2,558,905 | 1826 |
| DOUGLAS C ZINN | EXEC. DIR. | 0 | $404,670 | - | $77,712 | $482,382 | 1 |
| DORIAN O BURTON | ASST. EXEC. DIR. | 0 | $261,235 | - | $46,982 | $308,217 | 1 |
| THOMAS S KENAN III | CO-TRUSTEE | 12 | $150,000 | - | - | $150,000 | 8 |
| CATHERINE FRYSZCZYN | SR. EVAL OFFICER | 0 | $121,254 | - | $17,459 | $138,713 | 1 |
| TINKA DEAL | EXEC. COORD. | 0 | $79,739 | - | $37,447 | $117,186 | 1 |
| LAWRENCE LEWIS GRAY | CO-TRUSTEE | 12 | $95,788 | - | - | $95,788 | 1 |
| JAMES G KENAN III | CO-TRUSTEE | 12 | $54,619 | - | - | $54,619 | 2 |
Highest-paid independent contractors
2024 · 5 contractors · $821K
| Name | Location | Service | Paid |
|---|---|---|---|
| EAGLE CAPITAL MANAGEMENT LLC | NEW YORK, NY | INVESTMENT MANAGMENT | $318,142 |
| EDGEWOOD MANAGEMENT LLC | NEW YORK, NY | INVESTMENT MANAGMENT | $284,263 |
| WHITE AND CASE LLP | CHICAGO, IL | LEGAL SERVICE | $86,491 |
| DOREEN ALDAY | PONTE VEDRA BEACH, FL | CONSULTING SERVICE | $69,548 |
| PUSH10 | MIAMI, FL | WEB DESIGN | $62,560 |
2023 · 3 contractors · $634K
| Name | Location | Service | Paid |
|---|---|---|---|
| EAGLE CAPITAL MANAGEMENT LLC | NEW YORK, NY | INVESTMENT MANAGMENT | $274,834 |
| EDGEWOOD MANAGEMENT LLC | NEW YORK, NY | INVESTMENT MANAGMENT | $252,141 |
| PBR EXECUTIVE SEARCH LLC | NEW YORK, NY | HR SERVICE | $106,842 |
2022 · 4 contractors · $604K
| Name | Location | Service | Paid |
|---|---|---|---|
| EAGLE CAPITAL MANAGEMENT LLC | NEW YORK, NY | INVESTMENT MANAGMENT | $208,315 |
| EDGEWOOD MANAGEMENT LLC | NEW YORK, NY | INVESTMENT MANAGMENT | $174,102 |
| PBR EXECUTIVE SEARCH LLC | NEW YORK, NY | HR SERVICE | $140,234 |
| LISA FECHTEL BROWN | CHAPEL HILL, NC | CONSULTING SERVICES | $81,430 |
2021 · 3 contractors · $574K
| Name | Location | Service | Paid |
|---|---|---|---|
| WHITE & CASE LLP | CHICAGO, IL | LEGAL | $355,794 |
| EAGLE CAPITAL MANAGEMENT LLC | NEW YORK, NY | INVESTMENT MANAGMENT | $116,574 |
| EDGEWOOD MANAGEMENT LLC | NEW YORK, NY | INVESTMENT MANAGMENT | $102,008 |
2020 · 1 contractor · $367K
| Name | Location | Service | Paid |
|---|---|---|---|
| WHITE AND CASE LLP | WASHINGTON, DC | LEGAL | $366,855 |
Who the money went to
Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.
2024 · 0 grants to organizations · $0 · 1 summary line · $35.1M
This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.
2023 · 0 grants to organizations · $0 · 1 summary line · $31.6M
This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.
2022 · 0 grants to organizations · $0 · 1 summary line · $36.5M
This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.
2021 · 0 grants to organizations · $0 · 1 summary line · $32.8M
This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.
2020 · 0 grants to organizations · $0 · 1 summary line · $31.6M
This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
No contributors are listed on Schedule B in the e-filed returns we have for this organization.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990PF | ||||||||
| $51,347,446 | $41,809,516 | $665,102,734 | $665,102,734 | - | - | $3,486,066 | - | - |
| 2023 · Form 990PF | ||||||||
| $26,806,347 | $37,684,743 | $655,572,008 | $655,572,008 | - | - | $3,146,831 | - | - |
| 2022 · Form 990PF | ||||||||
| $81,478,601 | $42,518,521 | $666,454,369 | $666,454,369 | - | - | $3,037,145 | - | - |
| 2021 · Form 990PF | ||||||||
| $104,676,286 | $41,609,843 | $627,541,458 | $627,541,458 | - | - | $4,078,304 | - | - |
| 2020 · Form 990PF | ||||||||
| $137,606,226 | $38,368,152 | $564,490,046 | $564,490,046 | - | - | $2,859,312 | - | - |
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
Similar organizations
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| SMITH RICHARDSON FOUNDATION INC | NC | T20 | $39,816,880 | $34,477,058 | CHAIRMAN OF THE TRUSTEES | $900,272 | Same NTEE code T20, revenue within 2x, same state |
| THE EDDIE AND JO ALLISON SMITH FAMILY FOUNDATION INC | NC | T20 | $29,407,462 | $23,718,015 | PROGRAM DIRECTOR | $94,089 | Same NTEE code T20, revenue within 2x, same state |
| BILL & PEGGY BRITT FOUNDATION INC | NC | T20 | $80,857,413 | $25,122,055 | Secretary | $0 | Same NTEE code T20, revenue within 2x, same state |
| THE ASHA AND SAJJAN AGARWAL FOUNDATION | NC | T20 | $43,229,509 | $4,651,073 | Scholars Program Adm | $85,411 | Same NTEE code T20, revenue within 2x, same state |
| BISSELL BALLANTYNE LEGACY FDN | NC | T20 | $86,167,732 | $209,369 | PRESIDENT | $61,952 | Same NTEE code T20, revenue within 2x, same state |
| EMERSON ELEC CHARITABLE TRUST | IL | T20 | $34,885,404 | $17,152,318 | TRUSTEE | $13,991 | Same NTEE code T20, revenue within 2x |
| EDNAMAE WALSH CHARITABLE TR | IL | T20 | $33,286,366 | $4,828,408 | TRUSTEE | $60,000 | Same NTEE code T20, revenue within 2x |
| WALTER C DISSEN CHARITABLE TR | IL | T20 | $26,402,442 | $1,388,010 | CO-TRUSTEE | $0 | Same NTEE code T20, revenue within 2x |
| VIRGINIA G PIPER CHARITABLE TRUST 08-11-95 | AZ | T20 | $29,026,611 | $27,744,593 | CFO | $468,822 | Same NTEE code T20, revenue within 2x |
| STEVENS FAMILY CHARITABLE TR | TX | T20 | $31,200,914 | $376,873 | TRUSTEE | $75,000 | Same NTEE code T20, revenue within 2x |
| TANSY CHARITABLE FOUNDATION | NY | T20 | $61,783,920 | $50,383,503 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x |
| RED CROW CHARITABLE FOUNDATION | WA | T20 | $26,444,474 | $452,469 | PRESIDENT/TREASURER | $0 | Same NTEE code T20, revenue within 2x |
| MODZELEWSKI CHARITABLE TR US 100196 | VA | T20 | $29,482,173 | $10,244,351 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x |
| CHUBB CHARITABLE FOUNDATION | PA | T20 | $36,397,816 | $5,913,297 | Director, Executive VP | $0 | Same NTEE code T20, revenue within 2x |
| RAINWATER CHARITABLE FOUNDATION | TX | T20 | $85,176,764 | $57,471,998 | CIO AND INVESTMENT MANAGER | $894,407 | Same NTEE code T20, revenue within 2x |
| MIRA CHARITABLE FOUNDATION | MA | T20 | $29,334,576 | $3,938,500 | PRESIDENT, CHAIRMAN OF BOARD, DIRECTOR | $0 | Same NTEE code T20, revenue within 2x |
| JENKINS CHARITABLE FOUNDATION INC | FL | T20 | $26,409,065 | $1,603,711 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x |
| LASHLEE CHARITABLE FOUNDATION | CA | T20 | $30,338,337 | $74,031 | PRESIDENT | $25,000 | Same NTEE code T20, revenue within 2x |
| IMC CHICAGO CHARITABLE FOUNDATION | IL | T20 | $35,328,294 | $22,685,063 | VICE PRESIDENT | $170,747 | Same NTEE code T20, revenue within 2x |
| EMMET FAMILY CHARITABLE FOUNDATION | DE | T20 | $40,935,116 | $22,143,131 | EXECUTIVE DIRECTOR | $671,685 | Same NTEE code T20, revenue within 2x |
| GROSS FAMILY CHARITABLE FOUNDATION | CA | T20 | $72,571,168 | $19,824,193 | SECRETARY | $431,750 | Same NTEE code T20, revenue within 2x |
| BRAVO FAMILY CHARITABLE FOUNDATION | FL | T20 | $35,136,864 | $14,956,694 | PRESIDENT/DIRECTOR/TREASURER | $0 | Same NTEE code T20, revenue within 2x |
| FISCHER FAM FOUNDATION 2008 CHARITA BLE TR | KY | T20 | $57,127,180 | $14,713,735 | PRESIDENT / CHAIRMAN OF THE BOARD | $0 | Same NTEE code T20, revenue within 2x |
| EASTERN BANK CHARITABLE FOUNDATION | MA | T20 | $28,804,020 | $24,320,944 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x |
| SIDNEY E FRANK CHARITABLE FOUNDATION | NY | T20 | $34,321,826 | $25,873,273 | CHIEF INVESTMENT OFF | $395,761 | Same NTEE code T20, revenue within 2x |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990PF · $41,809,516 spent · pay $4,925,472 · grants $35,110,775 · events $48,745
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $35,110,775 | 84.0% | |
| Pay: officers, directors, trustees | $3,486,066 | 8.3% | |
| Other salaries and wages | $1,274,675 | 3.0% | |
| Fees: other professional | $602,405 | 1.4% | |
| Taxes | $508,608 | 1.2% | |
| Other expenses | $342,302 | 0.8% | |
| Pension plans and employee benefits | $164,731 | 0.4% | |
| Occupancy | $122,432 | 0.3% | |
| Fees: legal | $90,027 | 0.2% | |
| Fees: accounting | $58,750 | 0.1% | |
| Travel, conferences and meetings | $48,745 | 0.1% | |
| Total | $41,809,516 | 100% |
2023 · Form 990PF · $37,684,743 spent · pay $4,427,284 · grants $31,647,436 · events $52,407
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $31,647,436 | 84.0% | |
| Pay: officers, directors, trustees | $3,146,831 | 8.4% | |
| Other salaries and wages | $1,160,549 | 3.1% | |
| Fees: other professional | $526,975 | 1.4% | |
| Taxes | $407,239 | 1.1% | |
| Other expenses | $402,771 | 1.1% | |
| Occupancy | $129,723 | 0.3% | |
| Pension plans and employee benefits | $119,904 | 0.3% | |
| Travel, conferences and meetings | $52,407 | 0.1% | |
| Fees: accounting | $50,000 | 0.1% | |
| Fees: legal | $40,908 | 0.1% | |
| Total | $37,684,743 | 100% |
2022 · Form 990PF · $42,518,521 spent · pay $3,832,454 · grants $36,468,801 · events $41,107
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $36,468,801 | 85.8% | |
| Pay: officers, directors, trustees | $3,037,145 | 7.1% | |
| Taxes | $1,129,446 | 2.7% | |
| Other salaries and wages | $749,904 | 1.8% | |
| Other expenses | $454,683 | 1.1% | |
| Fees: other professional | $382,417 | 0.9% | |
| Occupancy | $100,067 | 0.2% | |
| Fees: accounting | $60,000 | 0.1% | |
| Fees: legal | $49,546 | 0.1% | |
| Pension plans and employee benefits | $45,405 | 0.1% | |
| Travel, conferences and meetings | $41,107 | 0.1% | |
| Total | $42,518,521 | 100% |
2021 · Form 990PF · $41,609,843 spent · pay $4,882,974 · grants $32,820,034 · events $3,971
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $32,820,034 | 78.9% | |
| Pay: officers, directors, trustees | $4,078,304 | 9.8% | |
| Taxes | $2,372,895 | 5.7% | |
| Other salaries and wages | $774,366 | 1.9% | |
| Other expenses | $724,978 | 1.7% | |
| Fees: legal | $360,294 | 0.9% | |
| Fees: other professional | $218,582 | 0.5% | |
| Occupancy | $127,394 | 0.3% | |
| Fees: accounting | $98,721 | 0.2% | |
| Pension plans and employee benefits | $30,304 | 0.1% | |
| Travel, conferences and meetings | $3,971 | 0.0% | |
| Total | $41,609,843 | 100% |
2020 · Form 990PF · $38,368,152 spent · pay $4,012,307 · grants $31,571,000 · events $2,267
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $31,571,000 | 82.3% | |
| Pay: officers, directors, trustees | $2,859,312 | 7.5% | |
| Taxes | $2,072,751 | 5.4% | |
| Other salaries and wages | $970,903 | 2.5% | |
| Fees: legal | $366,855 | 1.0% | |
| Pension plans and employee benefits | $182,092 | 0.5% | |
| Occupancy | $146,325 | 0.4% | |
| Other expenses | $118,485 | 0.3% | |
| Fees: accounting | $78,162 | 0.2% | |
| Travel, conferences and meetings | $2,267 | 0.0% | |
| Total | $38,368,152 | 100% |