Civic Intelligence

Howard Mckenna Charitable Trust #2430

990 • Fiscal year 2021 • EIN 74-6194017

Jan 01, 2021 to Dec 31, 2021 • Filed on Mar 09, 2022

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

29th percentile

0.00x

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

29th percentile

0.00x

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

22nd percentile

-4.7%

Higher net margin than 22% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

54th percentile

$3,901

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 5.7% of source-year revenue.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

28th percentile

-0.4%

Faster asset growth than 28% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

69th percentile

39%

Faster revenue growth than 69% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$855,346

Down $3,248 (-0.4%) from 2020

Net Assets

Down

$855,346

Down $3,248 (-0.4%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin22nd percentile

Revenue

Up

$68,392

Up $19,331 (+39%) from 2020

Expenses

Up

$71,640

Up $5,885 (+8.9%) from 2020

Net Income

Up

-$3,248

Up $13,446 (+81%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,135,326Liabilities 2011: $0Net Assets 2011: $1,135,3262011Assets 2012: $1,192,858Liabilities 2012: $0Net Assets 2012: $1,192,8582012Assets 2013: $946,391Liabilities 2013: $0Net Assets 2013: $946,3912013Assets 2014: $945,125Liabilities 2014: $0Net Assets 2014: $945,1252014Assets 2015: $958,468Liabilities 2015: $0Net Assets 2015: $958,4682015Assets 2016: $899,659Liabilities 2016: $0Net Assets 2016: $899,6592016Assets 2017: $877,706Liabilities 2017: $0Net Assets 2017: $877,7062017Assets 2018: $859,632Liabilities 2018: $0Net Assets 2018: $859,6322018Assets 2019: $875,178Liabilities 2019: $0Net Assets 2019: $875,1782019Assets 2020: $858,594Liabilities 2020: $0Net Assets 2020: $858,5942020Assets 2021: $855,346Liabilities 2021: $0Net Assets 2021: $855,3462021Assets 2022: $817,179Liabilities 2022: $0Net Assets 2022: $817,1792022Assets 2023: $789,618Liabilities 2023: $0Net Assets 2023: $789,6182023Assets 2024: $765,356Liabilities 2024: $0Net Assets 2024: $765,3562024

Highlighted filing

2021

Assets$855,346
Liabilities$0
Net Assets$855,346
Open 2021 Filing

Operations Trend

Revenue Growth69th percentile

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

$400K$200K$0-$200K-$400KRevenue 2011: $64,368Expenses 2011: $10,925Net Income 2011: $53,4432011Revenue 2012: $69,714Expenses 2012: $12,182Net Income 2012: $57,5322012Revenue 2013: $92,042Expenses 2013: $338,509Net Income 2013: -$246,4672013Revenue 2014: $58,041Expenses 2014: $59,307Net Income 2014: -$1,2662014Revenue 2015: $73,929Expenses 2015: $60,586Net Income 2015: $13,3432015Revenue 2016: -$1,432Expenses 2016: $57,377Net Income 2016: -$58,8092016Revenue 2017: $36,710Expenses 2017: $58,663Net Income 2017: -$21,9532017Revenue 2018: $46,965Expenses 2018: $64,005Net Income 2018: -$17,0402018Revenue 2019: $73,039Expenses 2019: $58,013Net Income 2019: $15,0262019Revenue 2020: $49,061Expenses 2020: $65,755Net Income 2020: -$16,6942020Revenue 2021: $68,392Expenses 2021: $71,640Net Income 2021: -$3,2482021Revenue 2022: $37,264Expenses 2022: $75,431Net Income 2022: -$38,1672022Revenue 2023: $36,742Expenses 2023: $64,303Net Income 2023: -$27,5612023Revenue 2024: $44,165Expenses 2024: $68,427Net Income 2024: -$24,2622024

Highlighted filing

2021

Revenue$68,392
Expenses$71,640
Net Income-$3,248
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Mar 9, 2022
Return Version
2021v4.1
Gross Receipts
$140,421
Mission and Program Overview

Mission

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).

The 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) organization

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$858,594$855,346▼ $3,248
Investments in Publicly Traded Securities$806,097$795,505▼ $10,592
Savings and Temporary Cash Investments$52,497$59,841▲ $7,344
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$858,594$855,346▼ $3,248
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$858,594$855,346▼ $3,248
Total Liabilities and Net Assets / Fund Balance$858,594$855,346▼ $3,248

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$858,594-▲ $68,392$5,227$855,346
2020$875,178-▲ $49,061$2,308$858,594
2019$859,632-▲ $73,039$2,070$875,178
2018$877,706-▲ $46,965$3,094$859,632
2017$899,659-▲ $36,710$1,946$877,706
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleBaseTotal
Frost Bank TrusteeKathleen Finck, Administrator$3,901$3,901

Highest Paid Contractors

ContractorServicesLocationCompensation
None---
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$68,392
Other Revenue
$0
Change in Net Assets
$-3,248
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$61,199
Other Expenses$6,540
Salaries, Compensation, and Employee Benefits$3,901
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$61,199--$61,199
Fees for Services Accounting$1,326$3,979$0$5,305
Current Officers, Directors, Trustees, and Key Employees$3,901$0$0$3,901
Fees for Service Investment Mgmnt Fees$0$1,037$0$1,037
Other Expenses$0$198$0$198
Total Functional Expenses$66,426$5,214$0$71,640
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Mckenna FoundationNew Braunfels, TX501(c)(3)Charitable$61,199
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
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
HOWARD MCKENNA CHARITABLE TRUST #2430
EIN
74-6194017
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
2022-03-09
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 535 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/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0858594
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0855346
IRS990/SavingsAndTempCashInvstGrp/BOYAmt052497
IRS990/SavingsAndTempCashInvstGrp/EOYAmt059841
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt023636
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt021417
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/CurrentYearAmt0352
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt0198
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt0237
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt023284
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt021417
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt05016
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt06925
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt018422
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt014255
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt014255
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt036453
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt036453
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt012117
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt036453
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt014993
IRS990ScheduleA/DistributionAllocationsGrp/CYDistriAppDistributableAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt036453
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt036453
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt066426
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt066426
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt0219861
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt058592
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt051385
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt057374
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt052510
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt051446
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt0286287
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt066426
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt058592
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt051385
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt057374
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt052510
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt0271307
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt05227
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt066426
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt036453
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt0182.2237
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt061199
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt066426
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/CurrentYearAmt01233718
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt01057388
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt039644
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt038795
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt01194074
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt01018593
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt018506
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt015861
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt01215212
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt01041527
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt042532
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt036453
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt01233718
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt01057388
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt042532
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt036453
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0262011830
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd03
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt061199
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0MCKENNA FOUNDATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt061199
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt05214
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0858594
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0855346
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt061199
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt068392
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt05227
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt07053
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0875178
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0858594
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt056284
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt049061
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt02308
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt06108
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0859632
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0875178
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt049315
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt073039
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt02070
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt06631
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0877706
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0859632
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt055314
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt046965
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt03094
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt06153
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0899659
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0877706
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt050564
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt036710
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt01946
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$855,346
Liabilities
$0
Net assets
$855,346
Revenue
$68,392
Expenses
$71,640
Net income
-$3,248
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.04$0.07$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.04$0.06$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.04$0.08$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.07$0.07$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.05$0.07$0.02
2019Summary only. Only limited summary data is available for this year.$0.88$0.00$0.88$0.07$0.06$0.02
2018Summary only. Only limited summary data is available for this year.$0.86$0.00$0.86$0.05$0.06$0.02
2017Summary only. Only limited summary data is available for this year.$0.88$0.00$0.88$0.04$0.06$0.02
2016Summary only. Only limited summary data is available for this year.$0.90$0.00$0.90$0.00$0.06$0.06
2015Summary only. Only limited summary data is available for this year.$0.96$0.00$0.96$0.07$0.06$0.01
2014Summary only. Only limited summary data is available for this year.$0.95$0.00$0.95$0.06$0.06$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.09$0.34$0.25
2012Summary only. Only limited summary data is available for this year.$1.19$0.00$1.19$0.07$0.01$0.06
2011Summary only. Only limited summary data is available for this year.$1.14$0.00$1.14$0.06$0.01$0.05