CHAPEL HILL, NC
William R Kenan Jr Charitable Trust
Quick Facts
- EIN
- 136192029
- Location
- CHAPEL HILL, NC
- Category
- Philanthropy & Grantmaking
- Total Assets
- $655.6M
- Annual Income
- $134.2M
- IRS Ruling Year
- 2012
- Organization Type
- Trust
- Tax Deductibility
- Contributions are deductible
About This Foundation
William R Kenan Jr Charitable Trust is a private trust based in CHAPEL HILL, NC. The foundation received its IRS ruling in 2012. It holds total assets of $655.6M. Annual income is reported at $134.2M. The foundation operates in the area of philanthropy & grantmaking. Contributions to this foundation are tax-deductible.
View 990 FilingsFinancial Overview
Total Giving
$42.5M
2023+0%
Total Assets
$666.5M
2023+0%
Fair Market Value
N/A
2023
Net Worth
$666.5M
2023
Grants Paid
N/A
2023
Contributions
$0
2023
Net Investment Income
$79M
2023
Distribution Amount
$34.6M
2023
Total Giving by Year
$14.4M
10$16.9M
11$27.5M
12$32.6M
13$31.8M
14$31.8M
15$32.3M
19$38.4M
20$41.6M
21$42.5M
22$42.5M
23Asset Growth
$453.1M
10$463.3M
11$465.6M
12$476.2M
13$482.7M
14$482.7M
15$465.3M
19$564.5M
20$627.5M
21$666.5M
22$666.5M
23Financial Details (2023)
- Total Revenue
- $81.5M
- Total Expenses
- $42.5M
- Required Distribution
- $34.6M
- Total Liabilities
- $1
Grantmaking Insights
Total Grants
2
Total Giving
$64.4M
Average Grant
$32.2M
Median Grant
$32.2M
Total Giving by Year
$31.6M (1 grants)
21$32.8M (1 grants)
22Grant Range
Min$31.6M
Max$32.8M
Median: $32.2M
Smallest grantLargest grant
Openness to New Grantees (2022)
0%
of 2022 grantees were first-time recipients
Geographic Distribution of Grants
AK
ME
VT
NH
WA
ID
MT
ND
MN
WI
MI
NY
MA
CT
RI
OR
NV
WY
SD
IA
IL
IN
OH
PA
NJ
CA
UT
CO
NE
MO
KY
WV
VA
MD
DE
DE: $64.4M (2)
DC
AZ
NM
KS
AR
TN
NC
SC
OK
LA
MS
AL
GA
FL
HI
TX
DE$64.4M (2)
Past Grantees
| Recipient | Location | Amount | Year |
|---|---|---|---|
| See Attached StatementGENERAL | Please See Attached, DE | $32.8M | 2022 |
| See Attached StatementGENERAL | Please See Attached, DE | $31.6M | 2021 |
990-PF Filings
| Tax Period | Return Type | View |
|---|---|---|
| 2023-06 | 990PF | View Filing |
| 2022-06 | 990PF | View Filing |
| 2021-06 | 990PF | View Filing |
Filings sourced from IRS e-file index. View all on ProPublica
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