Nonprofit · EIN 56-1919423
WILLIAM R KENAN JR FUND FOR ETHICS
Tax-exempt · CHAPEL HILL, NC 27517
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $2,347,152 | $1,632,650 | $714,502 | $23,935,107 | $0 | $23,935,107 |
| June 30, 2024 | 990-PF | $3,399,534 | $1,689,891 | $1,709,643 | $23,216,367 | $0 | $23,216,367 |
| June 30, 2023 | 990-PF | $1,722,523 | $1,619,394 | $103,129 | $21,498,839 | $0 | $21,498,839 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $621,925
- Interest
- $71,744
- Net gain from sales of assets
- $1,653,483
Expenses
- Grants and similar amounts paid
- $1,320,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $1,463,027
- Excise tax on investment income
- $30,758
Balance sheet and other
- Total assets, start of year
- $23,216,367
- Total assets, end of year
- $23,935,107
- Total liabilities, end of year
- $0
- Net assets, end of year
- $23,935,107
- Fair market value of assets
- $34,718,318
- Qualifying distributions
- $1,463,027
- Net investment income
- $2,347,152
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 |
|---|---|---|---|
| THOMAS S KENAN III 106 LAUREL HILL CIRCLE, CHAPEL HILL, NC 27515 | VICE PRESIDENT/DIRECTOR | 0 | $0 |
| DANIEL W DRAKE PO BOX 194, NANTUCKET, MA 02554 | PRESIDENT/DIRECTOR | 0 | $0 |
| J HAYWOOD DAVIS 150 EAST 73RD STREET APT 9C, NEW YORK, NY 10021 | DIRECTOR | 0 | $0 |
| LIZA KENAN HOWELL 4940 BEAR VIEW DRIVE, PARK CITY, UT 84098 | DIRECTOR | 0 | $0 |
| ROB BAYNARD 270 PARK AVENUE FLOOR 26, NEW YORK, NY 10017 | DIRECTOR | 0 | $0 |
| STEVEN R ARMSTRONG 111 CHARIOT COURT, CARY, NC 27519 | TREASURER | 0 | $0 |
| HOLT K HEMINGWAY 202 GOMEZ ROAD, HOBE SOUND, FL 33455 | SECRETARY/DIRECTOR | 0 | $0 |
| SUSAN BOWSER 310 BORDEAUX LANE, CARY, NC 27511 | ASSISTANT SECRETARY | 0 | $0 |
| STERLING KENAN MCCRACKEN 1011 PINEHURST DRIVE, CHAPEL HILL, NC 27517 | DIRECTOR | 0 | $0 |
| FRANK H KENAN 113 ASHLEY AVE, CHARLESTON, SC 29401 | DIRECTOR | 0 | $0 |
| CHRISTOPHER ARDNT SHUPING 309 OLD FRANKLIN GROVE, CHAPEL HILL, NC 27514 | DIRECTOR | 0 | $0 |
| EVAN STEWART GWYN 4091 DOVEFIELD DR, CHAPEL HILL, NC 27517 | DIRECTOR | 0 | $0 |
| GARETH GWYN 39 MIDDLEMONT AVENUE, ASHEVILLE, NC 28806 | DIRECTOR | 0 | $0 |
990-PF for the year ended June 30, 2024: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THOMAS S KENAN III 106 LAUREL HILL CIRCLE, CHAPEL HILL, NC 27515 | VICE PRESIDENT/DIRECTOR | 0 | $0 |
| DANIEL W DRAKE PO BOX 194, NANTUCKET, MA 02554 | PRESIDENT/DIRECTOR | 0 | $0 |
| J HAYWOOD DAVIS 150 EAST 73RD STREET APT 9C, NEW YORK, NY 10021 | DIRECTOR | 0 | $0 |
| LIZA KENAN HOWELL 4940 BEAR VIEW DRIVE, PARK CITY, UT 84098 | DIRECTOR | 0 | $0 |
| ROB BAYNARD 270 PARK AVENUE FLOOR 26, NEW YORK, NY 10017 | DIRECTOR | 0 | $0 |
| STEVEN R ARMSTRONG 111 CHARIOT COURT, CARY, NC 27519 | TREASURER | 0 | $0 |
| HOLT K HEMINGWAY 202 GOMEZ ROAD, HOBE SOUND, FL 33455 | SECRETARY/DIRECTOR | 0 | $0 |
| SUSAN BOWSER 310 BORDEAUX LANE, CARY, NC 27511 | ASSISTANT SECRETARY | 0 | $0 |
| STERLING KENAN MCCRACKEN 1011 PINEHURST DRIVE, CHAPEL HILL, NC 27517 | DIRECTOR | 0 | $0 |
| FRANK H KENAN 113 ASHLEY AVE, CHARLESTON, SC 29401 | DIRECTOR | 0 | $0 |
| CHRISTOPHER ARDNT SHUPING 309 OLD FRANKLIN GROVE, CHAPEL HILL, NC 27514 | DIRECTOR | 0 | $0 |
| EVAN STEWART GWYN 4091 DOVEFIELD DR, CHAPEL HILL, NC 27517 | DIRECTOR | 0 | $0 |
| GARETH GWYN 39 MIDDLEMONT AVENUE, ASHEVILLE, NC 28806 | DIRECTOR | 0 | $0 |
990-PF for the year ended June 30, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ELIZABETH PRICE KENAN PO BOX 4150, CHAPEL HILL, NC 27515 | CHAIRMAN/DIRECTOR | 0 | $0 |
| THOMAS S KENAN III 106 LAUREL HILL CIRCLE, CHAPEL HILL, NC 27515 | VICE PRESIDENT/DIRECTOR | 0 | $0 |
| DANIEL W DRAKE PO BOX 194, NANTUCKET, MA 02554 | PRESIDENT/TREASURER/DIRECT | 0 | $0 |
| J HAYWOOD DAVIS 150 EAST 73RD STREET APT 9C, NEW YORK, NY 10021 | DIRECTOR | 0 | $0 |
| LIZA KENAN HOWELL 4940 BEAR VIEW DRIVE, PARK CITY, UT 84098 | DIRECTOR | 0 | $0 |
| ROB BAYNARD 270 PARK AVENUE FLOOR 26, NEW YORK, NY 10017 | DIRECTOR | 0 | $0 |
| STEVEN R ARMSTRONG 111 CHARIOT COURT, CARY, NC 27519 | ASSISTANT TREASURER | 0 | $0 |
| HOLT K HEMINGWAY 202 GOMEZ ROAD, HOBE SOUND, FL 33455 | SECRETARY/DIRECTOR | 0 | $0 |
| SUSAN BOWSER 310 BORDEAUX LANE, CARY, NC 27511 | ASSISTANT SECRETARY | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 100 EUROPA DR STE 525, CHAPEL HILL, NC 27517-2389
- In care of
- % J P MORGAN
- Signed the 990-PF
- DANIEL W DRAKE, PRESIDENT
- Phone
- (919) 962-8150
- Return prepared by
- STEVEN R ARMSTRONG CPA
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
- 56-1919423
- 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
- 1995
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Social science (V23Z)
- Assets (IRS master file)
- $23,935,107
- Income (IRS master file)
- $6,129,246
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $2,347,152 | $1,632,650 | $23,935,107 | IRS |
| 990-PF | June 2024 | $3,399,534 | $1,689,891 | $23,216,367 | XML |
| 990-PF | June 2023 | $1,722,523 | $1,619,394 | $21,498,839 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | 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 56-1919423).
Questions about WILLIAM R KENAN JR FUND FOR ETHICS
- What is the EIN of WILLIAM R KENAN JR FUND FOR ETHICS?
- The employer identification number (EIN) of WILLIAM R KENAN JR FUND FOR ETHICS is 56-1919423.
- Is WILLIAM R KENAN JR FUND FOR ETHICS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to WILLIAM R KENAN JR FUND FOR ETHICS tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WILLIAM R KENAN JR FUND FOR ETHICS file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WILLIAM R KENAN JR FUND FOR ETHICS 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 FUND FOR ETHICS 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 FUND FOR ETHICS?
- The 990-PF for the year ended June 30, 2025 lists 13 people; 0 received compensation from the organization.
- How much revenue does WILLIAM R KENAN JR FUND FOR ETHICS have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $2,347,152, expenses of $1,632,650 and total assets of $23,935,107 at year end.
Other nonprofits in CHAPEL HILL
- SOCIAL JUSTICE AND RURAL HEALTH INITIATIVE EIN 33-3479604 · last filed 990-EZ for 2025
- TRANSNATIONAL LITIGATION BLOG INC EIN 87-4611365 · last filed 990-N for 2025
- EDUCATIONAL FOUNDATION INC EIN 56-6058412 · last filed 990 for 2025
- PIEDMONT HEALTH SERVICES INC EIN 56-0952737 · last filed 990 for 2024
- BILL & PEGGY BRITT FOUNDATION INC EIN 88-1729194 · last filed 990-PF for 2025
- UNC HEALTH FOUNDATION INC EIN 56-6057494 · last filed 990 for 2025
- KENAN-FLAGLER BUSINESS SCHOOL FOUNDATION EIN 56-0771850 · last filed 990 for 2025
- IPAS EIN 56-1071085 · last filed 990 for 2025
All nonprofits in CHAPEL HILL · North Carolina · Social science