Civic Intelligence

The William R Kenan Jr Fund For

EIN 56-1761145 • Chapel Hill, NC

100 Europa Drive 525Chapel Hill, NC 27517
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

15th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$25M-$50M nonprofits • Source year 2025

Liabilities / Revenue

16th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$25M-$50M nonprofits • Source year 2025

Net Margin

74th percentile

25%

Higher net margin than 74% of similar nonprofits.

$25M-$50M nonprofits • Source year 2025

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$25M-$50M nonprofits • Source year 2025

Asset Growth

41st percentile

2.4%

Faster asset growth than 41% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2024 to 2025

Revenue Growth

9th percentile

-29%

Faster revenue growth than 9% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2024 to 2025

Assets

Up

$31,883,793

Up $760,696 (+2.4%) from 2024

Liabilities

Down

$0

Down $1 (-100%) from 2024

Net Assets

Up

$31,883,793

Up $760,696 (+2.4%) from 2024

Revenue

Down

$3,045,551

Down $1,227,759 (-29%) from 2024

Expenses

Up

$2,293,147

Up $109,378 (+5.0%) from 2024

Net Income

Down

$752,404

Down $1,337,137 (-64%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40M$30M$20M$10M$0Assets 2011: $23,027,558Liabilities 2011: $02011Assets 2012: $22,741,754Liabilities 2012: $02012Assets 2013: $24,107,645Liabilities 2013: $02013Assets 2014: $24,482,080Liabilities 2014: $02014Assets 2015: $24,166,512Liabilities 2015: $02015Assets 2016: $23,347,268Liabilities 2016: $02016Assets 2019: $21,034,570Liabilities 2019: $02019Assets 2020: $28,557,668Liabilities 2020: $02020Assets 2021: $29,432,423Liabilities 2021: $1Net Assets 2021: $29,432,4232021Assets 2022: $28,890,222Liabilities 2022: $1Net Assets 2022: $28,890,2222022Assets 2023: $29,025,816Liabilities 2023: $1Net Assets 2023: $29,025,8162023Assets 2024: $31,123,097Liabilities 2024: $1Net Assets 2024: $31,123,0972024Assets 2025: $31,883,793Liabilities 2025: $0Net Assets 2025: $31,883,7932025

Highlighted filing

2025

Assets$31,883,793
Liabilities$0
Net Assets$31,883,793

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2011: $284,816Expenses 2011: $1,381,197Net Income 2011: -$1,096,3812011Revenue 2012: $1,179,345Expenses 2012: $1,484,375Net Income 2012: -$305,0302012Revenue 2013: $2,751,402Expenses 2013: $1,313,787Net Income 2013: $1,437,6152013Revenue 2014: $2,075,986Expenses 2014: $1,504,537Net Income 2014: $571,4492014Revenue 2015: $1,167,119Expenses 2015: $1,519,988Net Income 2015: -$352,8692015Revenue 2016: $736,612Expenses 2016: $1,559,630Net Income 2016: -$823,0182016Revenue 2019: $2,804,596Expenses 2019: $1,701,545Net Income 2019: $1,103,0512019Revenue 2020: $9,828,385Expenses 2020: $2,317,361Net Income 2020: $7,511,0242020Revenue 2021: $2,238,100Expenses 2021: $1,451,493Net Income 2021: $786,6072021Revenue 2022: $1,436,534Expenses 2022: $1,963,090Net Income 2022: -$526,5562022Revenue 2023: $2,233,970Expenses 2023: $2,113,198Net Income 2023: $120,7722023Revenue 2024: $4,273,310Expenses 2024: $2,183,769Net Income 2024: $2,089,5412024Revenue 2025: $3,045,551Expenses 2025: $2,293,147Net Income 2025: $752,4042025

Highlighted filing

2025

Revenue$3,045,551
Expenses$2,293,147
Net Income$752,404

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 13, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIEL W DRAKEChairman/President/Treasurer-$0--
THOMAS S KENAN IIIVice President/Director-$0--
LIZA KENAN HOWELLDirector-$0--
STERLING KENAN MCCRACKENDirector-$0--
J HAYWOOD DAVISDirector-$0--
ROBERT P BAYNARDDirector-$0--
STEVEN R ARMSTRONGTreasurer-$0--
SUSAN BOWSERAssistant Secretary-$0--
HOLT KENAN HEMINGWAYDirector/Secretary-$0--
FRANK H KENAN IIDirector-$0--
CHRISTOPHER A SHUPINGDirector-$0--
EVAN STEWART GWYNDirector-$0--
GARETH GWYNDirector-$0--
Filing and Contact Details

Filer

Filer Name
The William R Kenan Jr Fund for
EIN
56-1761145
Phone
9199628150
Address
100 EUROPA DRIVE 525, CHAPEL HILL, NC 27517

Signing Officer

Name
Daniel W Drake
Title
President
Phone
9195903860
Signed
2025-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Steven R Armstrong CPA
Address
100 EUROPA DRIVE SUITE 525, CHAPEL HILL, NC 27517
Preparer
Steven R Armstrong
Phone
9199670618
Raw XML AppendixShowing 400 of 491 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt120.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1THOMAS S KENAN III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2LIZA KENAN HOWELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3STERLING KENAN MCCRACKEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4J HAYWOOD DAVIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5ROBERT P BAYNARD
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7SUSAN BOWSER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8HOLT KENAN HEMINGWAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm9FRANK H KENAN II
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm10CHRISTOPHER A SHUPING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm11EVAN STEWART GWYN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm12GARETH GWYN
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5DIRECTOR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt8DIRECTOR/SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt9DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt10DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt11DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt12DIRECTOR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt31011 PINEHURST DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4150 EAST 73RD STREET APT 9C
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt7310 BORDEAUX LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt8202 GOMEZ ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt9113 ASHLEY AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt10309 OLD FRANKLIN GROVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt114091 DOVEFIELD DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1239 MIDDLEMONT AVE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1CHAPEL HILL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2PARK CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3CHAPEL HILL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6CARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm7CARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm8HOBE SOUND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm9CHARLESTON
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm11CHAPEL HILL
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd8FL
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd284098
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd410021
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd027517
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00

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