The William R Kenan Jr Fund

CHAPEL HILL, NC EIN: 57-0757568

The William R Kenan Jr Fund is a private foundation, based in CHAPEL HILL, NC. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $64.7M in total assets. In 2025, it awarded 1 grants totaling $3.8M. Net investment income was $5.7M.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$64.7M

+2.4% YoY

Annual Giving

$3.8M

+4.6% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$3.8M

+4.6% YoY

Under IRS private-foundation payout rules, The William R Kenan Jr Fund reported a distributable amount of $4.3M for 2025 — the minimum it must pay out in qualifying distributions.

About The William R Kenan Jr Fund

Based on IRS filings

The William R Kenan Jr Fund is a private foundation, based in CHAPEL HILL, NC. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $64.7M in total assets. In 2025, it awarded 1 grants totaling $3.8M. Net investment income was $5.7M.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

Cities

Chapel Hill

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$3M$5M$8M$10M20212022202320242025
Metric202520242023
Total Assets$64,708,541$63,174,526$58,525,245
Revenue$6,532,171$9,472,454$4,492,798
Expenses$5,008,485$4,836,806$4,621,840
Qualifying Distributions$4,103,106$4,035,491$3,973,985
Net Investment Income$5,720,278$8,607,434$3,765,631
Distributable Amount$4,250,074$3,769,579$3,565,240

Giving Over Time

Total grant dollars and number of grants per year

$0$938K$2M$3M$4M5 grants20212 grants20221 grants20231 grants20241 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

KENAN-FLAGLER BUSINESS S…$3.8M

Grant Size Distribution

10 grants across all recorded years

1<$50K$50–100K2$100–250K1$250–500K$500K–1M6$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Kenan-flagler Business School Foundation ($3,750,000).

RecipientPurposeAmount
KENAN-FLAGLER BUSINESS SCHOOL FOUNDATION CHAPEL HILL, NCOPERATIONS$3,750,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

DANIEL W DRAKEPRES./DIRECTOR$185KSUSAN BOWSERASSISTANT SECRETARY$111K

From 2025 filing

NameTitleHoursCompensation
THOMAS S KENAN IIIVICE PRESIDENT/DIRECTOR3
STERLING KENAN MCCRACKENDIRECTOR3
LIZA KENAN HOWELLDIRECTOR3
DANIEL W DRAKEPRES./DIRECTOR20$185,120
J HAYWOOD DAVISDIRECTOR3
ROBERT P BAYNARD JRDIRECTOR3
STEVEN R ARMSTRONGTREASURER3
HOLT K HEMINGWAYSECRETARY/DIRECTOR3
SUSAN BOWSERASSISTANT SECRETARY20$111,461
FRANK HAWKINS KENAN IIDIRECTOR
CHRISTOPHER ARNDT SHUPINGDIRECTOR
EVAN STEWART GWYNDIRECTOR
GARETH GWYNDIRECTOR

Frequently Asked Questions

How large is The William R Kenan Jr Fund?

As of 2025, The William R Kenan Jr Fund holds $64.7M in total assets with $6.5M in annual revenue. It awarded 1 grants totaling $3.8M in 2025.

Where does The William R Kenan Jr Fund operate?

The William R Kenan Jr Fund has awarded grants in North Carolina.

What size grants does The William R Kenan Jr Fund award?

In 2025, The William R Kenan Jr Fund awarded 1 grants totaling $3.8M — an average of about $3.8M per grant, based on its IRS Form 990 filings.

How much is The William R Kenan Jr Fund required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, The William R Kenan Jr Fund reported a distributable amount of $4.3M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The William R Kenan Jr Fund's EIN?

The William R Kenan Jr Fund's EIN (Employer Identification Number) is 57-0757568. IRS Form 990 filing data is available on this page for 2021–2025.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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