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Nonprofiteer
← KINKAID SCHOOL ENDOWMENT FUND INC

Form 990 for tax year 2022

Filed by KINKAID SCHOOL ENDOWMENT FUND INC.

Totals

Total revenue
$13,354,808
Total expenses
$4,624,196
Contributions and grants received
$8,688,760
Grants paid
$4,190,921
Program service revenue
$0
Investment income
$4,666,048
Other revenue
$0
Total assets, end of year
$134,097,167
Total liabilities, end of year
$3,796,028
Net assets or fund balances, end of year
$130,301,139
Program services expenses (Part IX)
$4,190,921
Management and general expenses
$433,275
Fundraising expenses
$0
Program service expenses (Part III)
$4,190,921

Program services were 90.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Ricardo Perusquia

    Chair

    Total calculated
    $0
    Hours/week
    1

  • E Staman Ogilvie

    Vice Chair

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Robert D Duncan

    Treasurer

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • David R Lummis

    Secretary

    Total calculated
    $0
    Hours/week
    1

  • Kenneth Cowan

    Director

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Edwin H Frank III

    Director

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Curtis R Kayem

    Director

    Total calculated
    $0
    Hours/week
    1

  • Terri Lacy

    Director

    Total calculated
    $0
    Hours/week
    1

  • Walter G Mayfield

    Director

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Joanne Margraves

    CFO

    Total calculated
    $352,339
    From this org
    $0
    From related orgs
    $310,145
    Other
    $42,194
    Hours/week
    1 + 41 related

    Schedule J breakdown matched by us

    Base
    $0 + $284,671 related
    Bonus
    $0 + $10,000 related
    Other
    $0 + $15,474 related
    Deferred
    $0 + $26,736 related
    Nontaxable benefits
    $0 + $15,458 related
    Filer's total
    $0 + $352,339 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
30 May 2024
IRS schema version
2022v5.0
Source object
202421519349301467

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