UNION CITY, TN

Robert E And Jenny D Kirkland Found

Quick Facts

EIN: 134228589
Location: UNION CITY, TN
Category: Philanthropy & Grantmaking
Total Assets: $301.1M
Annual Income: $18.7M
IRS Ruling Year: 2004

About This Foundation

Robert E And Jenny D Kirkland Found is a private foundation based in UNION CITY, TN. The foundation received its IRS ruling in 2004. It holds total assets of $301.1M. Annual income is reported at $18.7M. The foundation operates in the area of philanthropy & grantmaking.

View 990 Filings

Financial Overview

Total Giving

$13.4M

2023+4%

Total Assets

$285.4M

2023+6%

Fair Market Value

$285.4M

2023

Net Worth

$285.4M

2023

Grants Paid

$10.3M

2023

Contributions

$4.3M

2023

Net Investment Income

$9.7M

2023

Distribution Amount

$10.3M

2023

Total Giving by Year

$2M

$1.9M

$3M

$3.4M

$4.1M

$8.9M

$10.1M

$12M

$12.9M

$13.4M

Asset Growth

$45.8M

$82.4M

$125.9M

$139.6M

$146.3M

$227.7M

$268.7M

$287.9M

$270.5M

$285.4M

Expense Breakdown (2023)

Grants Paid$10.3M

Interest$372K

Officer Compensation$300K

Occupancy$156K

Accounting Fees$104K

Pension & Benefits$24K

Legal Fees$7K

Revenue Sources (2023)

Other Income: $7.2M
Contributions: $4.3M
Interest: $3.6M
Dividends: $1.7M

Financial Details (2023)

Total Revenue: $16.9M
Total Expenses: $13.4M
Exempt Purpose Expenses: $10.3M
Required Distribution: $10.3M
Undistributed Income: $0
Total Liabilities: $1
Excise Tax: $135K
Tax Due: $143K

Foundation Classification (2023)

Operating FoundationGrants to IndividualsNon-Charity GrantsLobbying ActivityExcess Business Holdings

990-PF Filings

Tax Period	Return Type	View
2023-12	990PF	View Filing
2022-12	990PF	View Filing
2021-12	990PF	View Filing
2020-12	990PF	View Filing
2018-12	990PF	View Filing
2017-12	990PF	View Filing
2016-12	990PF	View Filing
2015-12	990PF	View Filing