Civic Intelligence

Alvina E Mckenna Charitable Trust #2409

990 • Fiscal year 2020 • EIN 74-6191561

Jan 01, 2020 to Dec 31, 2020 • Filed on May 11, 2021

Organization ProfileN/A
C/O Frost Bank Trustee PO Box 2950San Antonio, TX 78299-2950

(210) 220-4438

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

27th percentile

0.00x

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

27th percentile

0.00x

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

5th percentile

-80%

Higher net margin than 5% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

53rd percentile

$4,389

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 10.8% of source-year revenue.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

32nd percentile

-0.3%

Faster asset growth than 32% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2020

Revenue Growth

30th percentile

-17%

Faster revenue growth than 30% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2020

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$958,029

Down $4,903 (-0.5%) from 2018

Net Assets

Down

$958,029

Down $4,903 (-0.5%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin5th percentile

Revenue

Down

$40,678

Down $18,803 (-32%) from 2018

Expenses

Up

$73,350

Up $2,360 (+3.3%) from 2018

Net Income

Down

-$32,672

Down $21,163 (-184%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2011: $1,158,458Liabilities 2011: $0Net Assets 2011: $1,158,4582011Assets 2012: $1,214,092Liabilities 2012: $0Net Assets 2012: $1,214,0922012Assets 2013: $1,056,738Liabilities 2013: $0Net Assets 2013: $1,056,7382013Assets 2014: $1,054,793Liabilities 2014: $0Net Assets 2014: $1,054,7932014Assets 2015: $1,070,281Liabilities 2015: $0Net Assets 2015: $1,070,2812015Assets 2016: $1,005,045Liabilities 2016: $0Net Assets 2016: $1,005,0452016Assets 2017: $975,532Liabilities 2017: $0Net Assets 2017: $975,5322017Assets 2018: $962,932Liabilities 2018: $0Net Assets 2018: $962,9322018Assets 2020: $958,029Liabilities 2020: $0Net Assets 2020: $958,0292020Assets 2021: $952,048Liabilities 2021: $0Net Assets 2021: $952,0482021Assets 2022: $929,159Liabilities 2022: $0Net Assets 2022: $929,1592022Assets 2023: $893,223Liabilities 2023: $0Net Assets 2023: $893,2232023Assets 2024: $869,108Liabilities 2024: $0Net Assets 2024: $869,1082024

Highlighted filing

2020

Assets$958,029
Liabilities$0
Net Assets$958,029
Open 2020 Filing

Operations Trend

Revenue Growth30th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200KRevenue 2011: $63,629Expenses 2011: $9,121Net Income 2011: $54,5082011Revenue 2012: $67,946Expenses 2012: $12,312Net Income 2012: $55,6342012Revenue 2013: $91,518Expenses 2013: $248,872Net Income 2013: -$157,3542013Revenue 2014: $63,826Expenses 2014: $65,771Net Income 2014: -$1,9452014Revenue 2015: $82,590Expenses 2015: $67,102Net Income 2015: $15,4882015Revenue 2016: -$1,709Expenses 2016: $63,527Net Income 2016: -$65,2362016Revenue 2017: $35,494Expenses 2017: $65,007Net Income 2017: -$29,5132017Revenue 2018: $59,481Expenses 2018: $70,990Net Income 2018: -$11,5092018Revenue 2020: $40,678Expenses 2020: $73,350Net Income 2020: -$32,6722020Revenue 2021: $74,571Expenses 2021: $80,552Net Income 2021: -$5,9812021Revenue 2022: $62,175Expenses 2022: $85,065Net Income 2022: -$22,8902022Revenue 2023: $36,016Expenses 2023: $71,952Net Income 2023: -$35,9362023Revenue 2024: $52,676Expenses 2024: $76,791Net Income 2024: -$24,1152024

Highlighted filing

2020

Revenue$40,678
Expenses$73,350
Net Income-$32,672
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 11, 2021
Return Version
2020v4.1
Gross Receipts
$129,887
Mission and Program Overview

Mission

As set foth in the trust instrument and followed by the trustee, the trust shall distribute 5% of the net fair market value of the trust in each calendar year as determined on the last business day in the preceding calendar year to the mckenna foundation, as long as the foundation remains an organization described under code section 501(c)(3).

The alvina e. Mckenna charitable trust will distribute 5% of the fair market value of the trust to the mckenna foundation, as long as the foundation remains a 501(c)(3) org.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$990,660$958,029▼ $32,631
Investments in Publicly Traded Securities$926,972$893,884▼ $33,088
Savings and Temporary Cash Investments$62,691$64,145▲ $1,454
Cash and Non-Interest-Bearing Accounts$997$0▼ $997
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$990,660$958,029▼ $32,631
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$990,660$958,029▼ $32,631
Total Liabilities and Net Assets / Fund Balance$990,660$958,029▼ $32,631

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$990,701-▲ $40,678$2,417$958,029
2019$962,932-▲ $91,710$2,186$990,244
2018$975,532-▲ $59,481$3,251$962,932
2017$1,005,045-▲ $35,494$2,039$975,532
2016$1,070,281-▼ $1,709$1,943$1,005,045
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Frost Bank TrusteeKathleen Finck, AdministratorFT$4,389$4,389

Highest Paid Contractors

ContractorServicesLocationCompensation
None---
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$40,678
Other Revenue
$0
Change in Net Assets
$-32,672
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$63,449
Other Expenses$5,512
Salaries, Compensation, and Employee Benefits$4,389
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$63,449--$63,449
Fees for Services Accounting$1,320$3,959$0$5,279
Current Officers, Directors, Trustees, and Key Employees$1,097$3,292-$4,389
Other Expenses-$233-$233
Total Functional Expenses$65,866$7,484$0$73,350
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Mckenna FoundationNew Braunfels, TX501(c)(3)Charitable$63,449
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The administrator for the trust reviews and signs form 990 as required by internal bank policies.”

Form 990, Part VI, Section B, Line 12C

“Frost bank has a written conflict of interest policy. Bank policy requires all officers and directors to annually disclose interests that could give rise to conflict of interest. The bank internal policies are regularly and consistently monitored for compliance and enforcement by internal and external auditors.”

Form 990, Part VI, Section C, Line 19

“Copies of form 1023, trust governing documents, tax returns, and financial reports are available to the public upon written request. A copy of the conflict of interest policy is also available to the public upon written request.”

Filing and Contact Details

Filer

Filer Name
ALVINA E MCKENNA CHARITABLE TRUST #2409
EIN
74-6191561
In Care Of
% FROST BANK
Phone
2102204438
Address
C/O FROST BANK TRUSTEE PO BOX 2950, SAN ANTONIO, TX 78299-2950

Signing Officer

Name
Kathleen Finck
Title
Trustee
Phone
2102204438
Signed
2021-05-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Frost Bank
Formed
1973
Legal Domicile
TX
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
111 W Houston St Ste 1901, SAN ANTONIO, TX 78205
Preparer
Stewart Goodson
Phone
2102289696
Supplemental Narrative

Financial Statement Notes

Part V, Line 4

“As set forth in the trust instrument and followed by the trustee, the trust shall distribute 5% of the net fair market value of the trust in each calendar year as determined on the last business day in the preceding calendar year to the mckenna foundation, as long as the foundation remains an organization described under code section 501(c)(3).”

Raw XML AppendixShowing 400 of 493 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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IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt029882
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt01853
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt0233
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt0354
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt023444
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt028029
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt07251
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt06559
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt015960
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt022969
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt022969
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt040785
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt040785
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt019524
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt040785
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistriAppDistributableAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt040785
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt040785
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt065866
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt065866
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt0257878
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt057485
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt064100
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt058538
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt057339
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt061201
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt0323744
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt065866
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt057485
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt064100
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt058538
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt057339
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt0298663
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt02417
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt065866
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt040785
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt0161.4956
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt063449
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt065866
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGANIZATION MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE SUPPORTED ORGANIZATIONS BY PARTICIPATING IN REGULAR COMMUNICATIONS. THERE IS A STRONG WORKING RELATIONSHIP BETWEEN THE TRUSTEE AND AN OFFICER OF THE SUPPORTED ORGANIZATIONS. THE TRUSTEE IS RESPONSIVE TO THE NEEDS OF ALL OF THE SUPPORTED ORGANIZATIONS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE SUPPORTED ORGANIZATIONS PARTICIPATE IN REGULAR COMMUNICATIONS WITH THE TRUSTEE OF THE ORGANIZATION REGARDING THE SUPPORTED ORGANIZATION'S PROJECTED NEEDS. THE SUPPORTED ORGANIZATIONS ALSO PROVIDE SUGGESTIONS TO THE TRUSTEE REGARDING THE ORGANIZATION'S USE OF ASSETS, INCLUDING TIMING OF GRANTS AND MANNER OF MAKING GRANTS. IN ADDITION, THE TRUSTEE REGULARLY COMMUNICATES WITH THE SUPPORTED ORGANIZATIONS REGARDING INVESTMENTS, DISTRIBUTION PLANS, AND OTHER SIMILAR MATTERS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0FORM 990, SCHEDULE A, PART IV, SECTION D, LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1FORM 990, SCHEDULE A, PART IV, SECTION D, LINE 3
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt01194114
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt01183020
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt047156
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt032927
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt01146958
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt01150093
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt017912
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt017745
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt01176202
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt01165275
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt041167
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt040785
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt01194114
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt01183020
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt041167
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt040785
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0262011830
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd03
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt063449
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0MCKENNA FOUNDATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt063449
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt07484
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0990701
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0958029
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt063449
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt040678
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt02417
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt06913
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0962932
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0990244
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt055299
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt091710
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt02186
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt06890
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0975532
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0962932
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt061940
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt059481
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt03251
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt06468
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01005045
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0975532
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt056500
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt035494
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt02039
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt06188
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01070281
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01005045
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt055396
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-1709
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt01943
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0AS SET FORTH IN THE TRUST INSTRUMENT AND FOLLOWED BY THE TRUSTEE, THE TRUST SHALL DISTRIBUTE 5% OF THE NET FAIR MARKET VALUE OF THE TRUST IN EACH CALENDAR YEAR AS DETERMINED ON THE LAST BUSINESS DAY IN THE PRECEDING CALENDAR YEAR TO THE MCKENNA FOUNDATION, AS LONG AS THE FOUNDATION REMAINS AN ORGANIZATION DESCRIBED UNDER CODE SECTION 501(C)(3).
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt063449
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0CHARITABLE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MCKENNA FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0262011830
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0801 W SAN ANTONIO STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0NEW BRAUNFELS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TX
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd078130

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$958,029
Liabilities
$0
Net assets
$958,029
Revenue
$40,678
Expenses
$73,350
Net income
-$32,672
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.05$0.08$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.04$0.07$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.06$0.09$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.07$0.08$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.04$0.07$0.03
2018Summary only. Only limited summary data is available for this year.$0.96$0.00$0.96$0.06$0.07$0.01
2017Summary only. Only limited summary data is available for this year.$0.98$0.00$0.98$0.04$0.07$0.03
2016Summary only. Only limited summary data is available for this year.$1.01$0.00$1.01$0.00$0.06$0.07
2015Summary only. Only limited summary data is available for this year.$1.07$0.00$1.07$0.08$0.07$0.02
2014Summary only. Only limited summary data is available for this year.$1.05$0.00$1.05$0.06$0.07$0.00
2013Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.09$0.25$0.16
2012Summary only. Only limited summary data is available for this year.$1.21$0.00$1.21$0.07$0.01$0.06
2011Summary only. Only limited summary data is available for this year.$1.16$0.00$1.16$0.06$0.01$0.05