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Kinkaid School Endowment Fund Inc

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Educational Institutions and Related Activities / Single Organization Support (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$13.4M (2023)

Expenses
$4.62M (2023)

Total Assets
$134M (2023)

Total Liabilities
$3.8M (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending July
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$13,354,808
Expenses
$4,624,196
Net Income
$8,730,612
Net Assets
$130,301,139
Notable Sources of Revenue Percent of Total Revenue
Contributions $8,688,760
65.1%
Program Services $0
Investment Income $3,787,501
28.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $878,547
6.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $134,097,167
Total Liabilities $3,796,028
Net Assets $130,301,139
Compensation
Key Employees and Officers Compensation Related Other
Ricardo Perusquia (Chair) $0 $0 $0
E Staman Ogilvie (Vice Chair) $0 $0 $0
Robert D Duncan (Treasurer) $0 $0 $0
David R Lummis (Secretary) $0 $0 $0
Kenneth Cowan (Director) $0 $0 $0
Edwin H Frank Iii (Director) $0 $0 $0
Curtis R Kayem (Director) $0 $0 $0
Terri Lacy (Director) $0 $0 $0
Walter G Mayfield (Director) $0 $0 $0
Joanne Margraves (Cfo) $0 $310,145 $42,194

Document Links

Fiscal Year Ending July
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,567,958
Expenses
$4,506,420
Net Income
$5,061,538
Net Assets
$115,749,062
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,724,054
38.9%
Program Services $0
Investment Income $5,066,764
53.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $777,140
8.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $119,820,822
Total Liabilities $4,071,760
Net Assets $115,749,062
Compensation
Key Employees and Officers Compensation Related Other
Ricardo Perusquia (Chair) $0 $0 $0
E Staman Ogilvie (Vice Chair) $0 $0 $0
Robert D Duncan (Treasurer) $0 $0 $0
David R Lummis (Secretary) $0 $0 $0
Kenneth Cowan (Director) $0 $0 $0
Edwin H Frank Iii (Director) $0 $0 $0
Curtis R Kayem (Director) $0 $0 $0
Terri Lacy (Director) $0 $0 $0
Walter G Mayfield (Director) $0 $0 $0
Joanne Margraves (Cfo) $0 $291,137 $36,050

Document Links

Fiscal Year Ending July
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,799,953
Expenses
$4,448,167
Net Income
$3,351,786
Net Assets
$124,216,269
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,061,737
13.6%
Program Services $0
Investment Income $6,477,495
83.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $260,721
3.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $128,285,780
Total Liabilities $4,069,511
Net Assets $124,216,269
Compensation
Key Employees and Officers Compensation Related Other
Ricardo Perusquia (Chair) $0 $0 $0
Edwin H Frank Iii (Vice Chair) $0 $0 $0
David R Lummis (Treasurer) $0 $0 $0
E Staman Ogilvie (Secretary) $0 $0 $0
Kenneth Cowan (Director) $0 $0 $0
Robert D Duncan (Director) $0 $0 $0
Curtis R Kayem (Director) $0 $0 $0
Terri Lacy (Director) $0 $0 $0
Walter G Mayfield (Director) $0 $0 $0
Joanne Margraves (Cfo) $0 $296,156 $36,391

Document Links

Fiscal Year Ending July
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,148,228
Expenses
$4,463,777
Net Income
$684,451
Net Assets
$103,828,321
Notable Sources of Revenue Percent of Total Revenue
Contributions $779,352
15.1%
Program Services $0
Investment Income $3,919,899
76.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $448,977
8.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $107,957,513
Total Liabilities $4,129,192
Net Assets $103,828,321
Compensation
Key Employees and Officers Compensation Related Other
Joanne Margraves (Cfo) $0 $288,277 $34,570
Ricardo Perusquia (Chairman) $0 $0 $0
Edwin H Frank Iii (Vice Chairman) $0 $0 $0
David R Lummis (Treasurer) $0 $0 $0
E Staman Ogilvie (Secretary) $0 $0 $0
Ken Cowan (Director) $0 $0 $0
Robert Duncan (Director) $0 $0 $0
Curtis R Kayem (Director) $0 $0 $0
Terri Lacy (Director) $0 $0 $0
Walter G Mayfield (Director) $0 $0 $0

Document Links

Fiscal Year Ending July
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,571,173
Expenses
$5,876,869
Net Income
-$1,305,696
Net Assets
$102,099,914
Notable Sources of Revenue Percent of Total Revenue
Contributions $746,335
16.3%
Program Services $0
Investment Income $3,985,903
87.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$161,065
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $106,101,231
Total Liabilities $4,001,317
Net Assets $102,099,914
Compensation
Key Employees and Officers Compensation Related Other
Walter G Mayfield (Chairman) $0 $0 $0
Ricardo Perusquia (Vice Chairman) $0 $0 $0
William C Montgomery (Treasurer) $0 $0 $0
E Staman Ogilvie (Secretary) $0 $0 $0
Kenneth Cowan (Director) $0 $0 $0
Edwin H Frank Iii (Director) $0 $0 $0
Curtis R Kayem (Director) $0 $0 $0
Terri Lacy (Director) $0 $0 $0
David R Lummis (Director) $0 $0 $0
Joanne Margraves (Cfo) $0 $277,861 $35,522
Thomas J Moore (Asst Secretary) $0 $243,030 $30,528

Document Links

Fiscal Year Ending July
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,249,869
Expenses
$5,728,884
Net Income
-$479,015
Net Assets
$102,029,497
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,342,532
25.6%
Program Services $0
Investment Income $2,847,526
54.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,059,811
20.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $106,229,004
Total Liabilities $4,199,507
Net Assets $102,029,497
Compensation
Key Employees and Officers Compensation Related Other
Walter G Mayfield (Chairman) $0 $0 $0
Edwin H Frank Iii (Vice Chairman) $0 $0 $0
William C Montgomery (Treasurer) $0 $0 $0
E Staman Ogilvie (Secretary) $0 $0 $0
Linda Andrews (Director) $0 $0 $0
Kenneth Cowan (Director) $0 $0 $0
Curtis R Kayem (Director) $0 $0 $0
Terri Lacy (Director) $0 $0 $0
David R Lummis (Director) $0 $0 $0
Ricardo Perusquia (Director) $0 $0 $0
Joanne Margraves (Asst Treasurer) $0 $268,912 $37,409
Thomas J Moore (Asst Secretary) $0 $235,980 $31,908

Document Links

Fiscal Year Ending July
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,443,545
Expenses
$5,711,581
Net Income
$3,731,964
Net Assets
$98,003,312
Notable Sources of Revenue Percent of Total Revenue
Contributions $846,861
9.0%
Program Services $0
Investment Income $2,804,030
29.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $5,792,654
61.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $101,786,154
Total Liabilities $3,782,842
Net Assets $98,003,312
Compensation
Key Employees and Officers Compensation Related Other
Walter G Mayfield (Chairman) $0 $0 $0
Edwin H Frank Iii (Vice Chairman) $0 $0 $0
William C Montgomery (Treasurer) $0 $0 $0
E Staman Ogilvie (Secretary) $0 $0 $0
Linda Andrews (Director) $0 $0 $0
Curtis R Kayem (Director) $0 $0 $0
Terri Lacy (Director) $0 $0 $0
Ricardo Perusquia (Director) $0 $0 $0
Willoughby Williams (Director) $0 $0 $0
Joanne Margraves (Asst Treasurer) $0 $256,416 $35,580
Thomas J Moore (Asst Secretary) $0 $229,812 $29,151

Document Links

Fiscal Year Ending July
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,734,611
Expenses
$5,786,661
Net Income
-$4,052,050
Net Assets
$92,594,497
Notable Sources of Revenue Percent of Total Revenue
Contributions $548,710
31.6%
Program Services $0
Investment Income $1,950,641
> 100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$764,740
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $96,178,301
Total Liabilities $3,583,804
Net Assets $92,594,497
Compensation
Key Employees and Officers Compensation Related Other
David M Underwood (Chair 9/16/15) $0 $0 $0
J Abbott Sprague (Chair 11/11/15) $0 $0 $0
Walter G Mayfield (Chair 7/31/16) $0 $0 $0
Edwin H Frank Iii (Vice Chairman) $0 $0 $0
E Staman Ogilvie (Secretary) $0 $0 $0
William C Montgomery (Treasurer) $0 $0 $0
Linda Andrews (Director) $0 $0 $0
Curtis R Kayem (Director) $0 $0 $0
Terri Lacy (Director) $0 $0 $0
Ricardo Perusquia (Director) $0 $0 $0
Willoughby Williams (Director) $0 $0 $0
Thomas J Moore (Asst Secretary) $0 $220,768 $27,028
Joanne Margraves (Asst Treasurer) $0 $235,377 $34,309

Document Links

Fiscal Year Ending July
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$11,308,102
Expenses
$4,791,079
Net Income
$6,517,023
Net Assets
$99,355,630
Notable Sources of Revenue Percent of Total Revenue
Contributions $421,809
3.7%
Program Services $0
Investment Income $2,146,998
19.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $8,739,295
77.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $102,990,539
Total Liabilities $3,634,909
Net Assets $99,355,630
Compensation
Key Employees and Officers Compensation Related Other
David M Underwood (Chairman) $0 $0 $0
J Abbott Sprague (Vice Chairman) $0 $0 $0
E Staman Ogilvie (Secretary) $0 $0 $0
William C Montgomery Iii (Treasurer) $0 $0 $0
Edwin H Frank Iii (Director) $0 $0 $0
Curtis R Kayem (Director) $0 $0 $0
Terri Lacy (Director) $0 $0 $0
Walter G Mayfield (Director) $0 $0 $0
Willoughby Williams Jr (Director) $0 $0 $0
Thomas J Moore (Assistant Sec) $0 $208,500 $27,098
Joanne Margraves (Assistant Treas) $0 $213,881 $30,761

Document Links

Fiscal Year Ending July
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,704,381
Expenses
$4,838,437
Net Income
$2,865,944
Net Assets
$98,671,386
Notable Sources of Revenue Percent of Total Revenue
Contributions $377,415
4.9%
Program Services $0
Investment Income $2,266,628
29.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $5,060,338
65.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $102,033,625
Total Liabilities $3,362,239
Net Assets $98,671,386
Compensation
Key Employees and Officers Compensation Related Other
David M Underwood (Chairman) $0 $0 $0
Stewart Cureton Jr (Vice Chairman) $0 $0 $0
J Abbott Sprague (Secretary) $0 $0 $0
E Staman Ogilvie (Treasurer) $0 $0 $0
Curtis Kayem (Director) $0 $0 $0
Terri Lacy (Director) $0 $0 $0
Walter G Mayfield (Director) $0 $0 $0
William C Montgomery Iii (Director) $0 $0 $0
Willoughby Williams Jr (Director) $0 $0 $0
Thomas J Moore (Assistant Sec) $0 $200,038 $25,877
Joanne Margraves (Assistant Treas) $0 $203,657 $31,946

Document Links

Fiscal Year Ending July
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,826,885
Expenses
$5,084,564
Net Income
$3,742,321
Net Assets
$93,393,234
Notable Sources of Revenue Percent of Total Revenue
Contributions $781,115
8.8%
Program Services $0
Investment Income $2,141,256
24.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $5,904,514
66.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $96,629,741
Total Liabilities $3,236,507
Net Assets $93,393,234

Document Links

Fiscal Year Ending July
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,994,162
Expenses
$5,040,668
Net Income
-$1,046,506
Net Assets
$83,905,924
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,117,226
28.0%
Program Services $0
Investment Income $2,177,190
54.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $699,746
17.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $87,618,324
Total Liabilities $3,712,400
Net Assets $83,905,924

Document Links

Fiscal Year Ending July
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,205,855
Expenses
$4,381,256
Net Income
$2,824,599
Net Assets
$88,084,157
Notable Sources of Revenue Percent of Total Revenue
Contributions $973,598
13.5%
Program Services $0
Investment Income $2,119,114
29.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $4,113,143
57.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $91,811,807
Total Liabilities $3,727,650
Net Assets $88,084,157

Document Links

Fiscal Year Ending July
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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