KENYON FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
KENYON FAMILY FOUNDATION (EIN 20-6748048)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-08-04
IRS object ID
202542169349100524
Schema version
2024v5.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-08-04T16:11:28-07:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN832891693PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MILLER MCNEISH & BREEDLOVE PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1309 S LAUREL AVEAddressLine1Txt
CityCHARLOTTECityNm
State AbbreviationNCStateAbbreviationCd
ZIP28207ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN206748048EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Kenyon Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKENYBusinessNameControlTxt
Phone8604909873PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18919 Park Road Apt 2030AddressLine1Txt
CityCharlotteCityNm
State AbbreviationNCStateAbbreviationCd
ZIP28210ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBruce D KenyonPersonNm
Person TitleTrusteePersonTitleTxt
Signature2025-08-04SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBrian FinnPreparerPersonNm
PTINP01601087PTIN
Phone7043768415PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$386,480FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$24,040ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$365InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$365InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$365InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$10,841DividendsRevAndExpnssAmt
Dividends Net Invst Incm$10,841DividendsNetInvstIncmAmt
Dividends Adj Net Incm$10,841DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$9,185NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$186,414GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$9,185CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$44,431TotalRevAndExpnssAmt
Total Net Invst Incm$20,391TotalNetInvstIncmAmt
Total Adj Net Incm$11,206TotalAdjNetIncmAmt
Other Prof Fees Rev And Expnss$4,208OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,208OtherProfFeesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$4,208TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,208TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$18,254ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$18,254ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$22,462TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,208TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$18,254TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$21,969ExcessRevenueOverExpensesAmt
Net Investment Income$16,183NetInvestmentIncomeAmt
Adjusted Net Income$11,206AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$40,454SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$15,375SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$15,375SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$293,883OtherInvestmentsBOYAmt
Other Investments EOY$371,105OtherInvestmentsEOYAmt
Other Investments EOYFMV$371,105OtherInvestmentsEOYFMVAmt
Other Assets BOY$42OtherAssetsBOYAmt
Total Assets BOY$334,379TotalAssetsBOYAmt
Total Assets EOY$386,480TotalAssetsEOYAmt
Total Assets EOYFMV$386,480TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$334,379CapitalStockBOYAmt
Capital Stock EOY$386,480CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$334,379TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$386,480TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$334,379TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$386,480TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$334,379TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$21,969ExcessRevenueOverExpensesAmt
Other Increases$36,081OtherIncreasesAmt
Subtotal$392,429SubtotalAmt
Other Decreases$5,949OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$386,480TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
Fidelity Brokerage Services, LLC 5001D2024-06-212024-06-28$99$99
257.000 Vanguard Windsor II InvestorD2007-09-252024-06-28$12,020$6,434$5,586$5,586
Fidelity Brokerage Services, LLC 2984D2024-01-012024-12-31$66,667$67,048-$381-$381
Fidelity Brokerage Services, LLC 2984D2023-01-012024-12-31$103,486$103,648-$162-$162
Capital Gain Dividends$4,142
FieldValueIRS element (for citing)
Capital Gain Net Income$9,185CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$381NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$225InvestmentIncomeExciseTaxAmt
Subtotal$225SubtotalAmt
Tax Based On Investment Income$225TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$258EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$258TotalPaymentsAndCreditsAmt
Overpayment$33OverpaymentAmt
Applied To ES Tax$33AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Bruce D KenyonBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8604909873PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line18919 Park Road Apt 2030AddressLine1Txt
CityCharlotteCityNm
State AbbreviationNCStateAbbreviationCd
ZIP28210ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Bruce D Kenyon
8919 Park Road Apt 2030CharlotteNC28210Trustee2.00$0
Barbara R Kenyon
8919 Park Road Apt 2030CharlotteNC28210Trustee2.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$356,638AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$17,120AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$373,758TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$373,758AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,606CashDeemedCharitableAmt
Net Vl Noncharitable Assets$368,152NetVlNoncharitableAssetsAmt
Minimum Investment Return$18,408MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$18,408MinimumInvestmentReturnAmt
Tax Based On Investment Income$225TaxBasedOnInvestmentIncomeAmt
Total Tax$225TotalTaxAmt
Distributable Before Adj$18,183DistributableBeforeAdjAmt
Distributable Before Ded$18,183DistributableBeforeDedAmt
Distributable As Adjusted$18,183DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$18,254ExpensesAndContributionsAmt
Qualifying Distributions$18,254QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$18,183DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$615ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$629ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$498ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,742TotalExcessDistributionCyovAmt
Qualifying Distributions$18,254QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$18,183AppliedToCurrentYearAmt
Remaining Distri From Corpus$71RemainingDistriFromCorpusAmt
Total Corpus$1,813TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$1,813ExcessDistriCyovToNextYrAmt
Excess From Year3$615ExcessFromYear3Amt
Excess From Year2$629ExcessFromYear2Amt
Excess From Year1$498ExcessFromYear1Amt
Excess From Current Year$71ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerBruce D KenyonContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
2nd Harvest Food Bank
500-B Spratt StreetCharlotteNC28206NoneExemptReligious and Humanitarian$250
Children of Grace
PO Box 2394DanvilleCA94526NoneExemptReligious and Humanitarian$504
Crosby Fund for Haitian Education
19 Binney RdOld LymeCT06371NoneExemptEducation Program$500
Global Fund for Children
1411 K Street NW Suite 1200WashingtonDC20005NoneExemptNonprofit Organization to benefit vulnerable children.$1,500
Human Rights Campaign Fnd
1640 Rhode Island Ave NWWashingtonDC20036NoneExemptReligious and Humanitarian$1,250
International Rescue Committee
122 EAST 42nd STREETNew YorkNY10168NoneExemptReligious and Humanitarian$2,000
Medshare - Ukranian Relief
3240 Clifton Springs RoadDecaturGA30034NoneExemptReligious and Humanitarian$2,500
Planned Parenthood National
PO Box 97166WashingtonDC20090NoneExemptReligious and Humanitarian$2,250
Planned Parenthood of Texas
7424 Greenville Ave 206DallasTX75231NoneExemptReligious and Humanitarian$1,250
Raices
1305 N Flores StSan AntonioTX78212NoneExemptReligious and Humanitarian$1,250
Shelter Box
8374 Market St 203Lakewood RanchFL34202NoneExemptReligious and Humanitarian$1,250
Water for the People
7100 E Belleview Ave Suite 310Greenwood VillageCO80111NoneExemptReligious and Humanitarian$1,250
Women for Women
Global Support Center PO Box 9224Centrl IslipNY11722NoneExemptReligious and Humanitarian$1,250
ZOE
700 Waterfield Ridge PlaceGarnerNC27529NoneExemptReligious and Humanitarian$1,250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$18,254TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$365ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10,841ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$9,185ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$20,391ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$20,391TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionInd
Bruce D Kenyon
18919 Park Rd Apt 2030CharlotteNC28210$12,056Yes (X)
Bruce D Kenyon
28919 Park Rd Apt 2030CharlotteNC28210$11,984Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1243.16 Shares Vanguard Windsor II Investor Fund$12,0562024-11-17
2257 Shares Vanguard Windsor II Investor Fund$11,9842024-05-13

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemCommon Stocks & Mutual FundsCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$371,105BookValueAmt
EOYFMV$371,105EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescIncome not on BooksDesc
Amt$5,949Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryManagement FeesCategoryTxt
Amt$4,208Amt
Net Investment Income$4,208NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.