KENYON FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- KENYON FAMILY FOUNDATION (EIN 20-6748048)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-08-25
- IRS object ID
- 202632379349100108
- Schema version
- 2025v4.1
- 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
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-25T07:52:14-07:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 832891693 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILLER MCNEISH & BREEDLOVE PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4000 PARK RD | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 206748048 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Kenyon Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KENY | BusinessNameControlTxt |
| Phone | 8604909873 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8919 Park Road Apt 2030 | AddressLine1Txt |
| City | Charlotte | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28210 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Bruce D Kenyon | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2026-08-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Nicholas Lea | PreparerPersonNm |
| PTIN | P02356854 | PTIN |
| Phone | 7043768415 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $435,867 | 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 | $19,910 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $317 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $317 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $317 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $11,553 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,381 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $11,553 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,543 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $62,643 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,543 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $4,589 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $41,323 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $21,241 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $16,459 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,350 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,350 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $2,576 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,576 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $140 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $140 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $4,066 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,066 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $21,254 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $21,254 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $25,320 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,066 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $21,254 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $16,003 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17,175 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $16,459 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $15,375 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $17,314 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $17,314 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $17,583 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $9,059 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $9,429 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $167,244 | CorporateStockBOYAmt |
| Corporate Stock EOY | $160,178 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $229,476 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $186,278 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $175,071 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $179,648 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $386,480 | TotalAssetsBOYAmt |
| Total Assets EOY | $361,622 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $435,867 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $386,480 | CapitalStockBOYAmt |
| Capital Stock EOY | $361,622 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $386,480 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $361,622 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $386,480 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $361,622 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $386,480 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $16,003 | ExcessRevenueOverExpensesAmt |
| Subtotal | $402,483 | SubtotalAmt |
| Other Decreases | $40,861 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $361,622 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| Publicly Traded Securities | P | $32,529 | $32,096 | $433 | $433 |
| Publicly Traded Securities | P | $11,691 | $10,846 | $845 | $845 |
| Publicly Traded Securities | P | $1,296 | $977 | $319 | $319 |
| Publicly Traded Securities | P | $12,173 | $9,181 | $2,992 | $2,992 |
| Capital Gain Dividends | $4,954 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,543 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $4,589 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $239 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $239 | SubtotalAmt |
| Tax Based On Investment Income | $239 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $33 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $533 | TotalPaymentsAndCreditsAmt |
| Overpayment | $294 | OverpaymentAmt |
| Applied To ES Tax | $294 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | 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 | Bruce D Kenyon | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8604909873 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8919 Park Road Apt 2030 | AddressLine1Txt |
| City | Charlotte | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Bruce D Kenyon | ||||||
| 8919 Park Road Apt 2030 | Charlotte | NC | 28210 | Trustee | 2.00 | $0 |
| Barbara R Kenyon | ||||||
| 8919 Park Road Apt 2030 | Charlotte | NC | 28210 | Trustee | 2.00 | $0 |
| 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 | $387,757 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $26,039 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $413,796 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $413,796 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,207 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $407,589 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $20,379 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $20,379 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $239 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $239 | TotalTaxAmt |
| Distributable Before Adj | $20,140 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $20,140 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $20,140 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $21,254 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $21,254 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $20,140 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $615 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $629 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $498 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $71 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,813 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $21,254 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $20,140 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,114 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,927 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $2,927 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $615 | ExcessFromYear4Amt |
| Excess From Year3 | $629 | ExcessFromYear3Amt |
| Excess From Year2 | $498 | ExcessFromYear2Amt |
| Excess From Year1 | $71 | ExcessFromYear1Amt |
| Excess From Current Year | $1,114 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Bruce D Kenyon | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 2nd Harvest Food Bank | |||||||
| 500-B Spratt Street | Charlotte | NC | 28206 | N/A | PC | Religious and Humanitarian | $875 |
| Children of Grace | |||||||
| PO Box 2394 | Danville | CA | 94526 | N/A | PC | Religious and Humanitarian | $504 |
| Crosby Fund for Haitian Education | |||||||
| 19 Binney Rd | Old Lyme | CT | 06371 | N/A | PC | Education Program | $500 |
| Global Fund for Children | |||||||
| 1411 K Street NW Suite 1200 | Washington | DC | 20005 | N/A | PC | Nonprofit Organization to benefit vulnerable children. | $1,500 |
| International Rescue Committee | |||||||
| 122 EAST 42nd STREET | New York | NY | 10168 | N/A | PC | Religious and Humanitarian | $2,500 |
| Medshare - Ukranian Relief | |||||||
| 3240 Clifton Springs Road | Decatur | GA | 30034 | N/A | PC | Religious and Humanitarian | $3,000 |
| Planned Parenthood National | |||||||
| PO Box 97166 | Washington | DC | 20090 | N/A | PC | General Support | $2,500 |
| Raices | |||||||
| 1305 N Flores St | San Antonio | TX | 78212 | N/A | PC | Religious and Humanitarian | $1,250 |
| Shelter Box | |||||||
| 8374 Market St 203 | Lakewood Ranch | FL | 34202 | N/A | PC | Religious and Humanitarian | $1,250 |
| Water for the People | |||||||
| 7100 E Belleview Ave Suite 310 | Greenwood Village | CO | 80111 | N/A | PC | Religious and Humanitarian | $1,250 |
| Women for Women | |||||||
| Global Support Center PO Box 9224 | Centrl Islip | NY | 11722 | N/A | PC | Religious and Humanitarian | $1,250 |
| ZOE | |||||||
| 700 Waterfield Ridge Place | Garner | NC | 27529 | N/A | PC | Religious and Humanitarian | $1,250 |
| Crisis Assistance Ministry | |||||||
| 500-A Spratt St | Charlotte | NC | 28206 | N/A | PC | Religious and Humanitarian | $625 |
| Turning Point of Lehigh Valley | |||||||
| 444 E Susquehanna St | Allentown | PA | 18103 | N/A | PC | Religious and Humanitarian | $1,500 |
| Central Texas Food Bank | |||||||
| 6500 Metropolis Dr | Austin | TX | 78744 | N/A | PC | Religious and Humanitarian | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $21,254 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $317 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,381 | ExclusionAmt |
| Related Or Exempt Function Incm | $172 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $9,543 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $21,241 | ExclusionAmt |
| Related Or Exempt Function Incm | $172 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $21,413 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 4e | LineNumberTxt |
| Relationship Statement | Line 4, Column (e) consists of $172 in exempt-interest dividends received from a regulated investment company. These amounts are attributable to interest on state and local bonds that is specifically excluded from gross income under Section 103(a) of the Internal Revenue Code. | RelationshipStatementTxt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| Bruce D Kenyon | |||||||
| 1 | 8919 Park Rd Apt 2030 | Charlotte | NC | 28210 | $9,910 | Yes (X) | |
| Bruce D Kenyon | |||||||
| 2 | 8919 Park Rd Apt 2030 | Charlotte | NC | 28210 | $10,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 200 Shares Vanguard Windsor II Investor Fund (VMNFX) | NoncashPropertyDesc |
| Fair Market Value | $9,910 | FairMarketValueAmt |
| Received | 2025-11-17 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fee | CategoryTxt |
| Amt | $1,350 | Amt |
| Net Investment Income | $1,350 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (8 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Fidelity Investment Grade 3,416.619 shs | $24,587 | $24,975 |
| Fidelity Mortgage Securities 578.797 shs | $5,566 | $5,800 |
| Fidelity Sai Low Duration Bond Fund | $34,401 | $34,632 |
| Fidelity Sai Municipal Income FD 846.626 | $8,138 | $8,399 |
| Fidelity Total Bond ETF 885 shs | $39,780 | $40,745 |
| Ishares Core US Aggregate Bond ETF 651.7 | $62,599 | $65,097 |
| Fidelity U.S. Bond Index (FXNAX) | ||
| Fidelity Total Bond (FTBFX) |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (35 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Vanguard Windsor II Investor 221.383 shs | $8,549 | $10,409 |
| Fidelity Advisor Int'l Discovery CL I | $2,059 | $2,787 |
| Fidelity Intern'tl Small Cap 50.538 shs | $1,536 | $1,861 |
| Fidelity Emerging Markets 43.209 shs | $1,492 | $2,155 |
| Fidelity Internatl Index Fund 257.359 sh | $11,406 | $15,647 |
| Fidelity 500 Index Fund 187.076 shs | $26,742 | $44,472 |
| Fidelity Large Cap Stock 214.209 shs | $8,925 | $13,900 |
| Fidelity Intl Cap Appreciation Fund | $3,807 | $4,592 |
| Fidelity Advisor Focused Emerg Mkts Z | $1,818 | $2,697 |
| Fidelity Stock Selector Fund 133.273 shs | $8,068 | $11,969 |
| Fidelity Emerging Markets Index Fund | $6,326 | $8,622 |
| Fidelity Magellan 157.062 shs | $1,817 | $2,348 |
| Fidelity Growth Company 429.698 shs | $10,962 | $20,548 |
| Fidelity Overseas 109.703 shs | $6,156 | $7,902 |
| Fidelity Value Discovery 185.508 shs | $6,613 | $7,179 |
| Dimensional Emerging Mkts Val PRTF Instl | $3,484 | $4,478 |
| Fidelity Enhanced Large Cap Value ETF | $851 | $1,137 |
| Fidelity Sml Mid MLTFCT 43 shs | $1,576 | $1,898 |
| Ishares Core S&P Mid-Cap ETF 190 shs | $10,136 | $12,540 |
| Ishares S&P Mid-Cap 400 Growth ETF 11 sh | $848 | $1,066 |
| Ishares TR S&P Small Cap 600 Growth ETF | $2,252 | $2,705 |
| Ishares TR EAFE Value ETF 60.230 shs | $3,042 | $4,301 |
| Ishares TR MSCI EAFE MIN VL 34 shs | $2,256 | $2,933 |
| Ishares TR MSCI USA Min Vol 64 shs | $4,647 | $6,026 |
| Ishares TR MSCI USA QLT FCT 83 shs | $10,230 | $16,485 |
| Ishares TR MSCI USA MMENTM 15.080 shs | $2,967 | $3,775 |
| Ishares Core MSCI Emergin Markets ETF | $566 | $807 |
| Ishares TR MSCI Intl VLU FT 169 shs | $4,202 | $6,430 |
| Schwab Fundamental EM L/C 70 shs | $1,830 | $2,524 |
| Schwab Strategic TR US REIT ETF 166.320 | $3,306 | $3,474 |
| Ishares TR MBS ETF 19 shs | $1,709 | $1,809 |
| Fidelity Real Estate (FRESX) | ||
| Fidelity Extended Market Index | ||
| Ishares S&P Small-Cap 600 Value | ||
| Common Stocks & Mutual Funds |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $9,059 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $9,429 | USGovtObligationsEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Adjustment to basis | Desc |
| Amt | $1,759 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Management Fees | CategoryTxt |
| Amt | $2,576 | Amt |
| Net Investment Income | $2,576 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Taxes | CategoryTxt |
| Amt | $140 | Amt |
| Net Investment Income | $140 | NetInvestmentIncomeAmt |
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