Civic Intelligence

Alvina E Mckenna Charitable Trust #2409

990 • Fiscal year 2022 • EIN 74-6191561

Jan 01, 2022 to Dec 31, 2022 • Filed on May 02, 2023

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

31st percentile

0.00x

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

31st percentile

0.00x

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

10th percentile

-37%

Higher net margin than 10% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

54th percentile

$3,959

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 6.4% of source-year revenue.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Asset Growth

38th percentile

-2.4%

Faster asset growth than 38% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

22nd percentile

-17%

Faster revenue growth than 22% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$929,159

Down $22,889 (-2.4%) from 2021

Net Assets

Down

$929,159

Down $22,889 (-2.4%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin10th percentile

Revenue

Down

$62,175

Down $12,396 (-17%) from 2021

Expenses

Up

$85,065

Up $4,513 (+5.6%) from 2021

Net Income

Down

-$22,890

Down $16,909 (-283%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth38th 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

2022

Assets$929,159
Liabilities$0
Net Assets$929,159
Open 2022 Filing

Operations Trend

Revenue Growth22nd 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

2022

Revenue$62,175
Expenses$85,065
Net Income-$22,890
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 2, 2023
Return Version
2022v5.0
Gross Receipts
$205,678
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$952,048$929,159▼ $22,889
Investments in Publicly Traded Securities$879,700$876,072▼ $3,628
Savings and Temporary Cash Investments$72,348$53,087▼ $19,261
Cash and Non-Interest-Bearing Accounts$0$0→ $0
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$952,048$929,159▼ $22,889
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$952,048$929,159▼ $22,889
Total Liabilities and Net Assets / Fund Balance$952,048$929,159▼ $22,889

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$952,048-▲ $62,175$5,371$929,159
2021$958,029-▲ $74,571$5,672$952,048
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
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Frost Bank TrusteeDebbie Broemsen, AdministratorFT$3,959$3,959

Highest Paid Contractors

ContractorServicesLocationCompensation
None---
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$62,175
Other Revenue
$0
Change in Net Assets
$-22,890
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$74,216
Other Expenses$6,890
Salaries, Compensation, and Employee Benefits$3,959
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$74,216--$74,216
Fees for Services Accounting$1,413$4,238$0$5,651
Current Officers, Directors, Trustees, and Key Employees$3,959$0-$3,959
Fees for Service Investment Mgmnt Fees$0$1,052$0$1,052
Other Expenses$0$187-$187
Total Functional Expenses$79,588$5,477$0$85,065
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Mckenna FoundationNew Braunfels, TX501(c)(3)Charitable$74,216
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
Debbie Broemsen
Title
Trustee
Phone
2102204997
Signed
2023-05-02
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 537 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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IRS990/SavingsAndTempCashInvstGrp/BOYAmt072348
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IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/CurrentYearAmt00
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IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt0187
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt0223
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt025014
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt024819
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt05290
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt05134
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt019537
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt020085
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt020085
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt048383
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt048383
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt017072
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IRS990ScheduleA/DistributionAllocationsGrp/CYDistriAppDistributableAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
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IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt048383
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
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IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt079587
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt0262646
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt075195
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt065866
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt057485
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt064100
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt058538
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt0342233
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt079587
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt075195
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt065866
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt057485
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt064100
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt0321184
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt05371
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt079587
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt048383
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt0164.4937
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt074216
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt079587
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/CurrentYearAmt01247822
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt01403426
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt033899
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt048905
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt01213923
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt01354521
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt018717
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt021051
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt01229105
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt01382375
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt043019
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt048383
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt01247822
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt01403426
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt043019
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt048383
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0262011830
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd03
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt074216
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0MCKENNA FOUNDATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt074216
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt05477
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0952048
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0929159
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt074216
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt062175
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt05371
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt05357
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0958029
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0952048
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt069523
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt074571
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt05672
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt07484
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0990701
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0958029
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt063449
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt040678
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt02417
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt06913
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0962932
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0990244
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt055299
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt091710
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt02186
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt06890
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0975532
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0962932
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt061940
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt059481
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt03251
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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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$929,159
Liabilities
$0
Net assets
$929,159
Revenue
$62,175
Expenses
$85,065
Net income
-$22,890
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