Nonprofit · EIN 13-6192029
WILLIAM R KENAN JR CHARITABLE TRUST
Tax-exempt · CHAPEL HILL, NC 27517
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $51,347,446 | $41,809,516 | $9,537,930 | $665,102,734 | $0 | $665,102,734 |
| June 30, 2024 | 990-PF | $26,806,347 | $37,684,743 | -$10,878,396 | $655,572,008 | $0 | $655,572,008 |
| June 30, 2023 | 990-PF | $81,478,601 | $42,518,521 | $38,960,080 | $666,454,369 | $0 | $666,454,369 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $20,134,781
- Net gain from sales of assets
- $31,212,665
Expenses
- Grants and similar amounts paid
- $35,110,775
- Compensation of officers, directors and key employees
- $3,486,066
- Salaries, compensation and benefits (total)
- $1,274,675
- Disbursements for charitable purposes
- $38,624,276
- Excise tax on investment income
- $676,113
Balance sheet and other
- Total assets, start of year
- $655,572,008
- Total assets, end of year
- $665,102,734
- Total liabilities, end of year
- $0
- Net assets, end of year
- $665,102,734
- Fair market value of assets
- $899,499,226
- Qualifying distributions
- $38,624,276
- Net investment income
- $51,347,446
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JP MORGAN CHASE BANK NA 10 S DEARBORN IL1-0111, CHICAGO, IL 60603 | TRUSTEE | 40 | $3,151,066 | – |
| NANCY CABLE C/O JPMORGAN 10 S DEARBORN IL, CHICAGO, IL 60603 | EXEC. DIR. Highest-paid employee | 40 | $437,116 | $30,824 |
| ANN BRYAN C/O JPMORGAN 10 S DEARBORN IL, CHICAGO, IL 60603 | SENIOR GRANT OFFICER Highest-paid employee | 40 | $271,919 | $29,616 |
| ROBBY RUSSELL C/O JPMORGAN 10 S DEARBORN IL, CHICAGO, IL 60603 | GRANT OFFICER Highest-paid employee | 40 | $219,626 | $50,255 |
| THOMAS S KENAN III 100 EUROPA DRIVE STE 525, CHAPEL HILL, NC 275172389 | CO-TRUSTEE | 12 | $167,500 | – |
| LAWRENCE LEWIS GRAY 14 TAPOAN ROAD, RICHMOND, VA 23226 | CO-TRUSTEE | 12 | $167,500 | – |
| AARIF EL-KHATIB C/O JPMORGAN 10 S DEARBORN IL, CHICAGO, IL 60603 | OPERATION MANAGER Highest-paid employee | 40 | $155,016 | $23,991 |
| TINKA DEAL C/O JPMORGAN 10 S DEARBORN IL, CHICAGO, IL 60603 | EXEC. COORD. Highest-paid employee | 40 | $90,695 | $27,614 |
990-PF for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JP MORGAN CHASE BANK NA 10 S DEARBORN IL1-0111, CHICAGO, IL 60603 | TRUSTEE | 40 | $2,826,831 | – |
| NANCY CABLE C/O JPMORGAN 10 S DEARBORN IL, CHICAGO, IL 60603 | EXEC. DIR. Highest-paid employee | 40 | $416,361 | $24,205 |
| ANN BRYAN C/O JPMORGAN 10 S DEARBORN IL, CHICAGO, IL 60603 | SENIOR GRANT OFFICER Highest-paid employee | 40 | $216,795 | $23,240 |
| ROBBY RUSSELL C/O JPMORGAN 10 S DEARBORN IL, CHICAGO, IL 60603 | GRANT OFFICER Highest-paid employee | 40 | $182,537 | $28,290 |
| THOMAS S KENAN III 100 EUROPA DRIVE STE 525, CHAPEL HILL, NC 275172389 | CO-TRUSTEE | 12 | $160,000 | – |
| LAWRENCE LEWIS GRAY 14 TAPOAN ROAD, RICHMOND, VA 23226 | CO-TRUSTEE | 12 | $160,000 | – |
| AARIF EL-KHATIB C/O JPMORGAN 10 S DEARBORN IL, CHICAGO, IL 60603 | OPERATION MANAGER Highest-paid employee | 40 | $146,506 | $14,386 |
| TINKA DEAL C/O JPMORGAN 10 S DEARBORN IL, CHICAGO, IL 60603 | EXEC. COORD. Highest-paid employee | 40 | $90,593 | $26,957 |
990-PF for the year ended June 30, 2023: 7 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JP MORGAN CHASE BANK NA 10 S DEARBORN IL1-0111, CHICAGO, IL 60603 | TRUSTEE | 40 | $2,717,145 | – |
| DANIEL DRAKE C/O JPMORGAN 10 S DEARBORN IL, CHICAGO, IL 60603 | INTERIM EXEC. DIR. Highest-paid employee | 0 | $223,350 | – |
| NANCY CABLE C/O JPMORGAN 10 S DEARBORN IL, CHICAGO, IL 60603 | EXEC. DIR. Highest-paid employee | 0 | $212,832 | $15,949 |
| THOMAS S KENAN III 100 EUROPA DRIVE STE 525, CHAPEL HILL, NC 275172389 | CO-TRUSTEE | 12 | $160,000 | – |
| LAWRENCE LEWIS GRAY 14 TAPOAN ROAD, RICHMOND, VA 23226 | CO-TRUSTEE | 12 | $160,000 | – |
| AARIF EL-KHATIB C/O JPMORGAN 10 S DEARBORN IL, CHICAGO, IL 60603 | OPERATION MANAGER Highest-paid employee | 0 | $115,185 | – |
| TINKA DEAL C/O JPMORGAN 10 S DEARBORN IL, CHICAGO, IL 60603 | EXEC. COORD. Highest-paid employee | 0 | $87,197 | $26,454 |
Address and contacts
- Address (IRS master file)
- 100 EUROPA DR STE 525, CHAPEL HILL, NC 27517-2389
- Signed the 990-PF
- KRYSTAL ZEC, ExecDirector
- Phone
- (800) 496-2583
- Return prepared by
- ERNST & YOUNG US LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 13-6192029
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2012
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $665,102,734
- Income (IRS master file)
- $160,896,321
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $51,347,446 | $41,809,516 | $665,102,734 | IRS |
| 990-PF | June 2024 | $26,806,347 | $37,684,743 | $655,572,008 | XML |
| 990-PF | June 2023 | $81,478,601 | $42,518,521 | $666,454,369 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-6192029).
Questions about WILLIAM R KENAN JR CHARITABLE TRUST
- What is the EIN of WILLIAM R KENAN JR CHARITABLE TRUST?
- The employer identification number (EIN) of WILLIAM R KENAN JR CHARITABLE TRUST is 13-6192029.
- Is WILLIAM R KENAN JR CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2012.
- Are donations to WILLIAM R KENAN JR CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WILLIAM R KENAN JR CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WILLIAM R KENAN JR CHARITABLE TRUST due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WILLIAM R KENAN JR CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of WILLIAM R KENAN JR CHARITABLE TRUST?
- The 990-PF for the year ended June 30, 2025 lists 8 people; 8 received compensation from the organization, the highest $3,151,066 (JP MORGAN CHASE BANK NA, TRUSTEE).
- How much revenue does WILLIAM R KENAN JR CHARITABLE TRUST have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $51,347,446, expenses of $41,809,516 and total assets of $665,102,734 at year end.
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