MARY ELLEN KENT BUNYARD FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- MARY ELLEN KENT BUNYARD FAMILY FOUNDATION (EIN 26-4175604)
- Tax period
- 2025-05-01 to 2026-04-30
- Filed
- 2026-08-28
- IRS object ID
- 202612409349100406
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-28T10:50:50-07:00 | ReturnTs |
| Tax Period End | 2026-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752736421 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JONES HAY MARSCHALL & MCKINNEYPC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 391 | AddressLine1Txt |
| City | SAN ANGELO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76902 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 264175604 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mary Ellen Kent Bunyard Family | BusinessNameLine1Txt |
| Business Name Line2 | Foundation | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARY | BusinessNameControlTxt |
| Phone | 3259477071 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 3949 | AddressLine1Txt |
| City | San Angelo | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76902 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | William Keith Davis | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2026-08-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Brian Minzenmayer | PreparerPersonNm |
| PTIN | P00048876 | PTIN |
| Phone | 3256554104 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,453,852 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $9,270 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,270 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $238,015 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $238,015 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $167,000 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $167,000 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $89,516 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $90,182 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,573,663 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $90,182 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $7,827 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $512,294 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $504,467 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $8,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $8,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $22,477 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $20,440 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,037 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,375 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,688 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,687 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $100,848 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $38,102 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $62,746 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,698 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,237 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $461 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $15,546 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $15,267 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $1,800 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $1,800 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $66,099 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $62,413 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,686 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $226,843 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $139,147 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $80,417 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $529,718 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $529,718 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $756,561 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $139,147 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $610,135 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$244,267 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $365,320 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $35,176 | CashBOYAmt |
| Cash EOY | $72,946 | CashEOYAmt |
| Cash EOYFMV | $72,946 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $184,019 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $224,707 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $224,707 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $1,876 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $10,010,046 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,643,899 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,683,072 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $330,604 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $415,727 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $400,687 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,408,329 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $198,676 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $1,224,920 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $1,209,653 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $1,068,965 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $1,775 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,775 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,775 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $4,180 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,511 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $25,377 | LandBOYAmt |
| Land EOY | $1,669 | LandEOYAmt |
| Land EOYFMV | $1,700 | LandEOYFMVAmt |
| Other Assets BOY | $47,963 | OtherAssetsBOYAmt |
| Total Assets BOY | $11,861,756 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,570,376 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,453,852 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| Donor Rstr Net Assets BOY | $11,861,756 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $11,570,376 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,861,756 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,570,376 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,861,756 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,570,376 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,861,756 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$244,267 | ExcessRevenueOverExpensesAmt |
| Subtotal | $11,617,489 | SubtotalAmt |
| Other Decreases | $47,113 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,570,376 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (42 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | DepreciationDepreciationAmt |
|---|---|---|---|---|---|---|---|---|
| 200 Vanguard FTSE Developed Markets | P | 2022-09-30 | 2025-05-22 | $11,083 | $7,325 | $3,758 | $3,758 | |
| 90 Vanguard Total Stock Market | P | 2025-04-11 | 2025-05-22 | $26,214 | $23,163 | $3,051 | $3,051 | |
| 55 IShares MSCI Emerging Markets | P | 2022-03-31 | 2025-10-16 | $3,836 | $3,057 | $779 | $779 | |
| 55 Vanguard Total Stock Market | P | 2025-04-11 | 2025-10-16 | $18,070 | $14,155 | $3,915 | $3,915 | |
| 135 IShares MSCI Emerging Markets | P | 2025-01-21 | 2026-03-30 | $10,303 | $7,680 | $2,623 | $2,623 | |
| 185 Vanguard FTSE Developed Markets | P | 2024-09-13 | 2026-03-30 | $11,456 | $9,296 | $2,160 | $2,160 | |
| 25 IShares Core US Aggregate Bond | P | 2024-02-15 | 2026-04-01 | $2,482 | $2,434 | $48 | $48 | |
| 155 IShares Core US Aggregate Bond | P | 2025-04-04 | 2026-04-01 | $15,388 | $15,467 | -$79 | -$79 | |
| 57 IShares MSCI Emerging Markets | P | 2025-01-21 | 2026-04-14 | $4,878 | $3,243 | $1,635 | $1,635 | |
| 23 IShares MSCI Emerging Markets | P | 2026-03-31 | 2026-04-14 | $1,968 | $1,763 | $205 | $205 | |
| 32 Vanguard FTSE Developed Markets | P | 2025-04-04 | 2026-04-14 | $2,174 | $1,505 | $669 | $669 | |
| 83 Vanguard FTSE Developed Markets | P | 2025-10-15 | 2026-04-14 | $5,638 | $5,010 | $628 | $628 | |
| 15 Vanguard FTSE Developed Markets | P | 2026-03-31 | 2026-04-14 | $1,019 | $947 | $72 | $72 | |
| 18 Vanguard Total Stock Market | P | 2025-04-10 | 2026-04-14 | $6,062 | $4,633 | $1,429 | $1,429 | |
| 48 Vanguard Total Stock Market | P | 2026-03-31 | 2026-04-14 | $16,165 | $15,213 | $952 | $952 | |
| SAAF Investment Pool | P | 2025-01-31 | 2025-05-31 | $91,417 | $95,922 | -$4,505 | -$4,505 | |
| SAAF Investment Pool | P | 2023-12-31 | 2025-05-31 | $66,574 | $66,653 | -$79 | -$79 | |
| SAAF Investment Pool | P | 2025-01-31 | 2025-06-30 | $185,706 | $185,954 | -$248 | -$248 | |
| SAAF Investment Pool | P | 2023-12-31 | 2025-06-30 | $20,085 | $19,590 | $495 | $495 | |
| SAAF Investment Pool | P | 2025-01-31 | 2025-07-31 | $40,939 | $40,965 | -$26 | -$26 | |
| SAAF Investment Pool | P | 2023-12-31 | 2025-07-31 | $18,978 | $17,251 | $1,727 | $1,727 | |
| SAAF Investment Pool | P | 2025-01-31 | 2025-08-31 | $152,291 | $151,860 | $431 | $431 | |
| SAAF Investment Pool | P | 2023-12-31 | 2025-08-31 | $65,998 | $56,981 | $9,017 | $9,017 | |
| SAAF Investment Pool | P | 2025-03-31 | 2025-09-30 | $287,549 | $283,753 | $3,796 | $3,796 | |
| SAAF Investment Pool | P | 2023-12-31 | 2025-09-30 | $28,981 | $24,004 | $4,977 | $4,977 | |
| SAAF Investment Pool | P | 2025-03-31 | 2025-10-31 | $23,597 | $21,662 | $1,935 | $1,935 | |
| SAAF Investment Pool | P | 2023-12-31 | 2025-10-31 | $209,975 | $153,661 | $56,314 | $56,314 | |
| SAAF Investment Pool | P | 2025-03-31 | 2025-11-30 | $205,583 | $204,987 | $596 | $596 | |
| SAAF Investment Pool | P | 2023-12-31 | 2025-11-30 | $66,002 | $57,651 | $8,351 | $8,351 | |
| SAAF Investment Pool | P | 2025-06-30 | 2025-12-31 | $275,521 | $275,612 | -$91 | -$91 | |
| SAAF Investment Pool | P | 2023-12-31 | 2025-12-31 | $202,942 | $196,224 | $6,718 | $6,718 | |
| SAAF Investment Pool | P | 2025-09-30 | 2026-01-31 | $67,042 | $66,541 | $501 | $501 | |
| SAAF Investment Pool | P | 2024-05-31 | 2026-01-31 | $41,606 | $34,544 | $7,062 | $7,062 | |
| SAAF Investment Pool | P | 2025-11-30 | 2026-02-28 | $260,566 | $251,509 | $9,057 | $9,057 | |
| SAAF Investment Pool | P | 2024-05-31 | 2026-02-28 | $688,056 | $737,561 | -$49,505 | -$49,505 | |
| SAAF Investment Pool | P | 2025-12-31 | 2026-03-31 | $271,864 | $274,504 | -$2,640 | -$2,640 | |
| SAAF Investment Pool | P | 2024-05-31 | 2026-03-31 | $35,847 | $33,656 | $2,191 | $2,191 | |
| SAAF Investment Pool | P | 2025-12-31 | 2026-04-30 | $62,992 | $66,821 | -$3,829 | -$3,829 | |
| SAAF Investment Pool | P | 2024-05-31 | 2026-04-30 | $54,470 | $47,153 | $7,317 | $7,317 | |
| SAAF Investment Pool - LLC Holdings | P | 2024-07-31 | 2025-12-31 | $3,026 | -$3,026 | -$3,026 | ||
| Dell Computer | P | 2018-01-21 | 2025-05-01 | $1,981 | -$545 | -$545 | $1,436 | |
| Capital Gain Dividends | $12,346 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $90,182 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $13,721 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,078 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,078 | SubtotalAmt |
| Tax Based On Investment Income | $5,078 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,658 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $9,658 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $4,580 | OverpaymentAmt |
| Applied To ES Tax | $4,580 | 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 | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | maryellenkentbunyardfoundation.com | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Brian Minzenmayer | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3256554104 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36 W Beauregard Ave Suite 400 | AddressLine1Txt |
| City | San Angelo | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| William Keith Davis | ||||||
| 1 East Twohig Ave | San Angelo | TX | 76903 | President | 1.00 | $2,000 |
| Brian Minzenmayer | ||||||
| 3614 Dominion Ridge | San Angelo | TX | 76904 | Treasurer | 1.00 | $2,000 |
| Elizabeth Pfluger White | ||||||
| 5606 Columbine Ln | San Angelo | TX | 76904 | Vice President | 1.00 | $2,000 |
| Will Slaughter | ||||||
| 1312 S Madison St | San Angelo | TX | 76901 | Secretary | 1.00 | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | San Angelo Area Foundation | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 South Irving Street | AddressLine1Txt |
| City | San Angelo | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Administrative | ServiceTypeTxt |
| Compensation | $88,574 | CompensationAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,432,283 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $265,278 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,072,440 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,770,001 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $13,770,001 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $206,550 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,563,451 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $678,173 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $678,173 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,078 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,078 | TotalTaxAmt |
| Distributable Before Adj | $673,095 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $673,095 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $673,095 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $610,135 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $610,135 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $673,095 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $578,682 | UndistributedIncomePYAmt |
| Qualifying Distributions | $610,135 | QualifyingDistributionsAmt |
| Applied To Year1 | $578,682 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $31,453 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $641,642 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Mary Ellen Kent Bunyard Foundation | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 South Irving St | AddressLine1Txt |
| City | San Angelo | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3259477071 | RecipientPhoneNum |
| Recipient Email Address | grant@saafound.org | RecipientEmailAddressTxt |
| Form And Info And Materials | Grant applications are made online at link on website: maryellenkentbunyardfoundation.com. Request must be accompanied by proof it is a 501(c)3 charity, copy of most recent IRS Form 990, current financial statements, a detailed budget of proposed project, a statement assuring grant only to be used for those in Tom Green and adjoining counties, project request providing the needs, goals, activities, time-line, etc. of the project, and an evaluation process to be used to measure the success of the project when completed. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Applications accepted anytime. Response within 3 months. | SubmissionDeadlinesTxt |
| Restrictions On Awards | The Foundation awards grants to charities that provide assistance to youth (persons under age 18) and elderly (persons over age 70) of Tom Green County, Texas and adjoining counties. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Boys and Girls Club of San Angelo | |||||||
| 1802 Lillie | San Angelo | TX | 76903 | None | PC | For strengthening youth achievement through staff led program expansion for children. | $25,000 |
| House of Faith | |||||||
| 321 Montecito Drive | San Angelo | TX | 76903 | None | PC | Provide for the family Christmas celebration events programming & costs. | $30,000 |
| Concho Valley Regional Food Bank | |||||||
| 1313 South Hill Street | San Angelo | TX | 76903 | None | PC | Provide funds for snackpack program for children in need. | $50,000 |
| J P W Learning Center | |||||||
| 403 West Washington Drive | San Angelo | TX | 76903 | None | PC | Provide alternative educational instruction for students with learning disabilities. | $20,000 |
| Meals for the Elderly | |||||||
| 310 Houston Harte | San Angelo | TX | 76903 | None | PC | Funds to help provide the home-bound elderly with home delivered hot meals each week day. | $20,000 |
| Pregnancy Help Center of Concho Val | |||||||
| 2525 Sherwood Way | San Angelo | TX | 76901 | None | PC | Provide supplies for teen moms & babies. | $20,000 |
| Rust Street Ministries | |||||||
| 803 Rust Street | San Angelo | TX | 76903 | None | PC | Funding for children's Christmas needs. | $2,500 |
| San Angelo Area Foundation | |||||||
| 221 South Irving Street | San Angelo | TX | 76903 | None | PC | Provide flood relief assistance to families in need. | $50,000 |
| West Texas Boys Ranch | |||||||
| 10223 Boys Ranch Road | San Angelo | TX | 76904 | None | PC | Provide additional office furniture at home for boys. | $22,884 |
| Children's Advocacy Center | |||||||
| PO Box 5195 | San Angelo | TX | 76902 | None | PC | Provide funds for family resource center & special projects. | $25,000 |
| Texas Southwest Council Scouting Am | |||||||
| 104 Veterans Memorial Dr | San Angelo | TX | 76903 | None | PC | Funds for Camp Sol Mayer kitchen upgrade refrigerator & freezer used for servicing children's activities in scouting. | $10,000 |
| Young Men's Christian Association | |||||||
| 353 S Randolph St | San Angelo | TX | 76903 | None | PC | Provide scholarships for children. | $10,000 |
| Young Life of San Angelo | |||||||
| PO Box 6181 | San Angelo | TX | 76906 | None | PC | Pay electricity for building for one year in support of Christian outreach services for children with needs. | $4,800 |
| San Angelo Museum of Fine Arts | |||||||
| 1 Love Street | San Angelo | TX | 76903 | None | PC | Funding for the SAMFA STEAM sculpting program for children. | $20,000 |
| San Angelo Area Fdn-MEK Bunyard Fdn | |||||||
| 221 South Irving Street | San Angelo | TX | 76903 | None | PC | Grant to donor advised fund administered by the San Angelo Area Foundation for suporting charitable causes aligned with assistance to the youth and elderly in the Tom Green County area. | $22,500 |
| San Angelo DESK Inc | |||||||
| 3505 Wildwood Drive | San Angelo | TX | 76904 | None | PC | Purchase school supplies for students in need. | $10,000 |
| Texas Ramp Project | |||||||
| PO Box 832065 | Richardson | TX | 75083 | None | PC | Provide free wheelchair ramps built with volunteer labor for low-income elderly adults in the Tom Green County area. | $15,000 |
| House of Faith | |||||||
| 321 Montecito Drive | San Angelo | TX | 76903 | None | PC | Funding for summer youth camp expenses. | $35,000 |
| Sight Savers of America | |||||||
| 337 Business Circle | Pelham | AL | 35124 | None | PC | Vision aids evaluations, equipment & training for children with vision problems as identified by region 15. | $9,000 |
| Lowake Community Center | |||||||
| 22215 FM 381 | Rowena | TX | 76875 | None | PC | Funds for handicap accessible parking. | $15,134 |
| Wall Ag Boosters | |||||||
| PO Box 205 | Wall | TX | 76957 | None | PC | Funds for food processing equipment for use by students. | $14,400 |
| The Whit Program | |||||||
| PO Box 928 | San Angelo | TX | 76902 | None | PC | Assistance for tutoring children in foster. | $51,500 |
| Children's Advocacy Center | |||||||
| PO Box 5195 | San Angelo | TX | 76902 | None | PC | Funding for children's Christmas needs. | $2,500 |
| AccessAbility First Foundation | |||||||
| PO Box 62262 | San Angelo | TX | 76906 | None | PC | Funds for youth with specialized medical needs. | $12,500 |
| American Heart Association | |||||||
| 12345 N Lamar Blvd Ste 200 | Austin | TX | 78753 | None | PC | For education & equipment for Wall ISD & Wall Little League. | $20,000 |
| San Antonio Food Bank | |||||||
| 5200 Historic Old Hwy 90 | San Antonio | TX | 78227 | None | PC | Provide funds for mobile food markets in the Tom Green County area. | $12,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $529,718 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,270 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $238,015 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $89,516 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $90,182 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Oil and Gas Royalties | Desc |
| Exclusion | 15 | ExclusionCd |
| Exclusion | $7,827 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $434,810 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $434,810 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $3,375 | Amt |
| Net Investment Income | $1,688 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,687 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (16 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| Fencing | 2017-05-17 | $1,622 | $648 | SL | 20.0000 | $81 | $81 | $81 |
| Fencing Middle Pasture | 2017-10-11 | $17,500 | $5,600 | SL | 25.0000 | $700 | $700 | $700 |
| Fire Proof Safe | 2017-05-01 | $1,784 | $952 | SL | 15.0000 | $119 | ||
| Sentry Fire Proof Safe | 2017-05-01 | $2,396 | $1,280 | SL | 15.0000 | $160 | ||
| Fencing | 2017-01-01 | $142,306 | $59,292 | SL | 20.0000 | $7,115 | $7,115 | $7,115 |
| Fencing | 2018-07-01 | $16,308 | $5,570 | SL | 20.0000 | $815 | $815 | $815 |
| Road Work | 2019-03-01 | $18,005 | $5,550 | SL | 20.0000 | $900 | $900 | $900 |
| Fencing Middle Pasture | 2018-05-01 | $10,224 | $3,577 | SL | 20.0000 | $511 | $511 | $511 |
| Fencing South Pasture | 2018-05-01 | $17,840 | $6,244 | SL | 20.0000 | $892 | $892 | $892 |
| Fencing Middle Pasture | 2018-05-01 | $6,936 | $2,429 | SL | 20.0000 | $347 | $347 | $347 |
| Roof Hunting Lodge | 2019-11-20 | $20,192 | $5,555 | SL | 20.0000 | $1,010 | $1,010 | $1,010 |
| Water Trough & Water Lines | 2021-01-14 | $8,750 | $1,898 | SL | 20.0000 | $438 | $438 | $438 |
| Electrical Hookups for Hunters | 2021-01-04 | $955 | $208 | SL | 20.0000 | $48 | $48 | $48 |
| 30 Fence Panels At Feeders | 2022-05-31 | $4,100 | $598 | SL | 20.0000 | $205 | $205 | |
| Rebuild High Fence Water Gaps | 2024-08-15 | $4,100 | $154 | SL | 20.0000 | $205 | $205 | |
| 30 X 24 Metal Bldg Hunters Camp | 2024-10-24 | $40,000 | $1,000 | SL | 20.0000 | $2,000 | $2,000 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (6 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 5,233.086 Allspring Fds Core Plus Bond | $68,256 | $58,558 |
| 915 Ishares Core US Aggr Bd ETF | $90,327 | $90,677 |
| 1,153.9454 Eaton Vance Total Return | $68,209 | $58,620 |
| 4,494.215 Pimco Total Return Instl | $38,199 | $39,279 |
| 6,610.754 Axonic Strategic Income | $58,972 | $58,836 |
| 3,525 Schwab US Tips ETF | $91,764 | $94,717 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 852 Vanguard Total Stock Market | $219,279 | $301,761 |
| 1,173 Ishares MSCI Emrg Chn ETF | $54,783 | $106,802 |
| 500 Vanguard Small Cap ETF | $107,074 | $142,195 |
| 4,433 Vanguard FTSE Dev Mkt ETF | $179,816 | $304,990 |
| 2,160 Vanguard Large Cap Index ETF | $386,638 | $713,556 |
| 8,029.751 Pimco Stocksplus Instl | $101,299 | $106,715 |
| San Angelo Area Fdn Investment Pool | $8,595,010 | $11,007,053 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Improvements | $308,838 | $113,590 | $195,248 | $200,000 |
| Land | $911,301 | $911,301 | $818,000 | |
| Miscellaneous | $188,190 | $85,086 | $103,104 | $50,965 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Furniture and Fixtures | CategoryOrItemTxt |
| Cost Or Other Basis | $4,180 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $2,511 | AccumulatedDepreciationAmt |
| Book Value | $1,669 | BookValueAmt |
| EOYFMV | $1,700 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $22,477 | LegalFeesAmt |
| Net Investment Income | $20,440 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,037 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Adjustment for Collectibles | Desc |
| Amt | $47,113 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Insurance | $1,876 | $1,876 | |
| Miscellaneous | $902 | $902 | |
| Office Supplies | $908 | $908 | |
| Other Oil & Gas Revenue Deductions | $196 | $196 | |
| Rental Expenses | $62,217 | $62,217 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Oil and Gas Royalties | Desc |
| Revenue And Expenses Per Books | $7,827 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Administrative Fees | $88,574 | $25,828 | $0 | $62,746 |
| Investment Advisory Fees | $12,274 | $12,274 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Ad Valorem | $1,347 | $886 | $461 |
| Excise Tax | $7,000 | ||
| Royalty Production Taxes | $351 | $351 |
Comments