Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
ROBERT S & GRAYCE B KERR FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 54917
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
OKLAHOMA CITY, OK73154
A Employer identification number

73-1256123
B Telephone number (see instructions)

(405) 924-1210
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$33,466,458
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 60,964 60,964  
4 Dividends and interest from securities... 332,561 332,561  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 4,113,709
b Gross sales price for all assets on line 6a 8,868,633
7 Capital gain net income (from Part IV, line 2)... 4,113,709
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 6,990 3,239 0
12 Total. Add lines 1 through 11........ 4,514,224 4,510,473 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 176,993 0 0 176,993
14 Other employee salaries and wages...... 95,989 47,994 0 47,995
15 Pension plans, employee benefits....... 43,541 21,770 0 21,771
16a Legal fees (attach schedule)......... 12,810 3,202 0 9,608
b Accounting fees (attach schedule)....... 7,750 3,875 0 3,875
c Other professional fees (attach schedule).... 107,621 107,621 0 0
17 Interest............... 182 182 0 0
18 Taxes (attach schedule) (see instructions)... 14,492 7,712 0 6,780
19 Depreciation (attach schedule) and depletion... 694 0 0
20 Occupancy.............. 12,367 0 0 12,367
21 Travel, conferences, and meetings....... 959 0 0 959
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 25,766 8,486 0 17,280
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 499,164 200,842 0 297,628
25 Contributions, gifts, grants paid....... 1,025,000 1,025,000
26 Total expenses and disbursements. Add lines 24 and 25 1,524,164 200,842 0 1,322,628
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,990,060
b Net investment income (if negative, enter -0-) 4,309,631
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 100 100 100
2 Savings and temporary cash investments......... 1,969,026 1,290,868 1,290,868
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 1,171,313 Click to see attachment
List of Attached Documents:
// Content
1,018,701
957,631
b Investments—corporate stock (attach schedule)....... 7,010,697 Click to see attachment
List of Attached Documents:
// Content
11,082,568
16,990,144
c Investments—corporate bonds (attach schedule)....... 792,958 Click to see attachment
List of Attached Documents:
// Content
733,882
688,541
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 8,807,262 Click to see attachment
List of Attached Documents:
// Content
8,736,223
13,538,250
14 Land, buildings, and equipment: basis right arrow29,114
Less: accumulated depreciation (attach schedule) right arrow28,940 868 Click to see attachment
List of Attached Documents:
// Content
174
174
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
750
Click to see attachment
List of Attached Documents:
// Content
750
Click to see attachment
List of Attached Documents:
// Content
750
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 19,752,974 22,863,266 33,466,458
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 3,025,574 3,025,574
28 Retained earnings, accumulated income, endowment, or other funds 16,727,400 19,837,692
29 Total net assets or fund balances (see instructions)..... 19,752,974 22,863,266
30 Total liabilities and net assets/fund balances (see instructions). 19,752,974 22,863,266
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
19,752,974
2
Enter amount from Part I, line 27a .....................
2
2,990,060
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
123,953
4
Add lines 1, 2, and 3 ..........................
4
22,866,987
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
3,721
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
22,863,266
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES - US BANK      
b PUBLICLY TRADED SECURITIES - US BANK      
c PUBLICLY TRADED SECURITIES - SCHWAB      
d AEU FF, LLC - DISTRIBUTION IN EXCESS OF BASIS P    
e CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 46,991   44,150 2,841
b 1,259,787   840,315 419,472
c 7,494,552   3,870,459 3,624,093
d 2,612     2,612
e 64,691     64,691
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       2,841
b       419,472
c       3,624,093
d       2,612
e       64,691
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 4,113,709
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 59,904
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 59,904
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 59,904
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 18,259
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 75,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 93,259
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 33,355
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow33,355 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowOK
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowTHE FOUNDATION Telephone no.right arrow (405) 924-1210

Located atright arrowPO BOX 54917OKLAHOMA CITYOK ZIP+4right arrow73154
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position
(c) Compensation
(If not paid, enter
-0-)
(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
GRAYCEN MASHBURN INTERIM PRESIDENT
10.00
27,083 54,499 0
PO BOX 54917
OKLAHOMA CITY,OK73154
MARA KERR SECRETARY/TREASURER
30.00
54,167 41,243 0
PO BOX 54917
OKLAHOMA CITY,OK73154
NANCY KERR DIRECTOR
1.00
0 0 0
PO BOX 54917
OKLAHOMA CITY,OK73154
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position
(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation
(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
19,422,124
b
Average of monthly cash balances.......................
1b
659,560
c
Fair market value of all other assets (see instructions)................
1c
13,604,100
d
Total (add lines 1a, b, and c).........................
1d
33,685,784
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
33,685,784
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
505,287
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
33,180,497
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,659,025
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
1,659,025
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
59,904
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
59,904
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,599,121
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,599,121
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,599,121
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
1,322,628
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,322,628
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2023
(c)
2023
(d)
2024
1 Distributable amount for 2024 from Part X, line 7 1,599,121
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022...... 129,128
e From 2023...... 157,061
f Total of lines 3a through e ........ 286,189
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 1,322,628
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions).....
0
c Treated as distributions out of corpus (Election
required—see instructions)........
0
d Applied to 2024 distributable amount..... 1,322,628
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 276,493 276,493
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 9,696
b Prior years’ undistributed income. Subtract
line 4b from line 2b ..........
0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed......
0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ...........
0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 ..........
0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) .......
0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
9,696
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023.... 9,696
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed .....
         
d Amounts included in line 2c not used directly
for active conduct of exempt activities ..........
         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c ....
         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)
         
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed ..
         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) ....
         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)....
         
(3) Largest amount of support
from an exempt organization
         
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
aPaid during the year

CHILDREN'S LEARNING CENTER

PO BOX 4100
JACKSON HOLE,WY83001
NONE PC GENERAL OPERATING FUND 15,000

CLIMB - WYOMING

PO BOX 425
CHEYENNE,WY82003
NONE PC GENERAL OPERATING SUPPORT 15,000

COMMUNITY SAFETY NETWORK

PO BOX 1328
JACKSON HOLE,WY83001
NONE PC GENERAL OPERATING FUND 15,000

MAKE-A-WISH OKLAHOMA

1900 NW EXPRESSWAY SUITE 700
OKLAHOMA CITY,OK73106
NONE PC GENERAL OPERATING FUND 172,000

NATIONAL MUSEUM OF WILDLIFE ART

PO BOX 6825
JACKSON HOLE,WY83002
NONE PC ART GIFT TO MUSEUM 195,000

NATIONAL MUSEUM OF WILDLIFE ART

PO BOX 6825
JACKSON HOLE,WY83002
NONE PC GRANT FOR CARL RUNGIUS CATALOGUE RAISONNE (9 YEAR PLEDGE) 140,000

NEXUS EQUINE

PO BOX 54572
OKLAHOMA CITY,OK73154
NONE PC GENERAL OPERATING FUND 241,000

TETON COUNTY LIBRARY

PO BOX 1629
JACKSON HOLE,WY83001
NONE PC GENERAL OPERATING FUND 15,000

TETON YOUTH & FAMILY SERVICES

PO BOX 2631
JACKSON HOLE,WY83001
NONE PC GENERAL OPERATING FUND 15,000

THE NATURE CONSERVANCY

PO BOX 1561
MERRIFIELD,VA22116
NONE PC GRANT FOR GENERAL OPERATING FUND IN MEMORY OF BILL & JOFFA KERR 172,000

UNIVERSITY OF OKLAHOMA FOUNDATION INC

100 TIMBERDELL ROAD
NORMAN,OK72019
NONE PC ATHLETIC DEPARTMENT GENERAL CAPITAL FUND 5,000

UNIVERSITY OF OKLAHOMA FOUNDATION INC

100 TIMBERDELL ROAD
NORMAN,OK72019
NONE PC AUBREY M KERR SR. SCHOLARSHIP-OU LAW 25,000
Total .................................right arrow 3a 1,025,000
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ...........
    14 60,964  
4 Dividends and interest from securities ....     14 332,561  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............
    18 4,113,709  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aCLASS ACTION SETTLEMENT
    14 128  
bINCOME/(LOSS) FROM PASSTHROUGH     14 3,721  
cMISCELLANEOUS INVESTMENT INCOME     14 3,141  
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 4,514,224 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
4,514,224
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow
Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow
PTIN
Firm's name Right Arrow
Firm's EIN Right Arrow
Firm's address Right Arrow


Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
ROBERT S & GRAYCE B KERR FOUNDATION
EIN:
73-1256123
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 7,750 3,875 0 3,875

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2024 DepreciationSchedule
Name:
ROBERT S & GRAYCE B KERR FOUNDATION
EIN:
73-1256123
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)
Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
3 DWR LATERAL FILE CABINET 1993-10-01 403 403 SL 10.000000000000 0 0 0  
FILE CABINETS 1997-04-01 1,346 1,346 SL 10.000000000000 0 0 0  
VALTON BRONZE 2006-04-12 3,500 3,500 SL 10.000000000000 0 0 0  
MIEDUCH SKETCH 2007-10-19 350 350 SL 10.000000000000 0 0 0  
SEABEK PORTRAIT 2007-11-01 1,090 1,090 SL 10.000000000000 0 0 0  
DOHENY YOSEMITE OIL 2008-06-08 7,500 7,500 SL 10.000000000000 0 0 0  
HP LASERJET IV 1995-06-01 1,595 1,595 SL 5.000000000000 0 0 0  
MICROEDGE SOFTWARE 1995-12-01 3,500 3,500 SL 5.000000000000 0 0 0  
MICROSOFT OFFICE FOR MAC 2003-07-18 452 452 SL 5.000000000000 0 0 0  
DELL COMPUTER & 2 MONITORS 2013-11-26 1,377 1,377 SL 5.000000000000 0 0 0  
MACBOOK PRO 2016-01-01 1,695 1,695 SL 5.000000000000 0 0 0  
CONNECTINGPOINT LAPTOP 2006-08-17 2,835 2,835 SL 5.000000000000 0 0 0  
ONLINE COMPUTER SYSTEMS 2020-04-10 3,471 2,603 SL 5.000000000000 694 0 694  

TY 2024 InvestmentsCorpBondsSchedule
Name:
ROBERT S & GRAYCE B KERR FOUNDATION
EIN:
73-1256123
Name of Bond End of Year Book Value End of Year Fair Market Value
25000 SHS STARBUCKS CORP 24,942 24,245
50000 SHS APPLE INC 49,885 48,489
50000 SHS DEERE CO 55,897 53,201
50000 SHS CONOCO INC 55,122 54,217
100000 SHS DEERE CO 123,176 115,088
50000 SHS KRAFT FOODS INC 52,734 53,938
75000 SHS COMCAST CORP NEW NT 75,047 72,442
75000 SHS AIR PRODUCTS AND CHEMICALS INC SR 77,230 73,567
50000 SHS AT&T INC 53,875 53,381
6215.476 SHS VANGUARD INFLATION PROTECTED SECS AD 165,974 139,973

TY 2024 InvestmentsCorpStockSchedule
Name:
ROBERT S & GRAYCE B KERR FOUNDATION
EIN:
73-1256123
Name of Stock End of Year Book Value End of Year Fair Market Value
2610 SHS ALPHABET INC CI A 346,681 494,073
3215 SHS COMCAST CORP CLASS A 115,612 120,659
40 SHS AUTOZONE INC 53,754 128,080
25 SHS BOOKING HOLDINGS INC 74,751 124,211
355 SHS D R HORTON INC 62,078 49,636
525 SHS LOWES CO INC 118,066 129,570
235 SHS LULULEMON ATHLETICA INC 61,930 89,866
765 SHS ROSS STORES INC 52,210 115,722
395 SHS HERSHEY CO THE 76,803 66,893
1045 SHS PEPSICO INC 143,030 158,903
900 SHS SYSCO CORP 70,565 68,814
1585 SHS CONOCOPHILLIPS 133,332 157,184
65 SHS BLACKROCK INC COM 62,196 66,632
150 SHS FACTSET RESEARCH SYSTEMS INC 53,103 72,042
970 SHS JPMORGAN CHASE CO 114,492 232,519
370 SHS MARSH MCLENNAN COS INC 41,009 78,592
916 SHS VISA INC COM CI A 136,678 289,493
500 SHS AGILENT TECHNOLOGIES INC 60,904 67,170
332 SHS BECTON DICKINSON AND CO 58,288 75,321
660 SHS COOPER COS INC COM 56,311 60,674
1248 SHS JOHNSON JOHNSON 194,508 180,486
90 SHS KIA CORP COM NEW 60,583 56,711
710 SHS MERCK CO INC 49,514 70,631
285 SHS STRYKER CORP 50,534 102,614
375 SHS UNITEDHEALTH GROUP INC COM 103,701 189,698
275 SHS WATERS CORP COM 77,046 102,020
210 SHS DEERE CO 59,090 88,977
795 SHS DONALDSON CO INC 37,724 53,543
240 SHS HUBBELL INC COM 40,682 100,534
535 SHS UNION PACIFIC CORP COM 107,214 122,001
695 SHS UNITED PARCEL SERVICE INC CI B 90,307 87,640
210 SHS ADOBE INC 92,368 93,383
340 SHS ANALOG DEVICES INC 54,587 72,236
1550 SHS APPLE INC COM 120,642 388,151
985 SHS APPLIED MATERIALS INC 139,427 160,191
460 SHS AUTOMATIC DATA PROCESSING 63,354 134,656
2185 SHS CISCO SYSTEMS INC 87,786 129,352
1290 SHS MICROSOFT CORP COM 155,281 543,735
1165 SHS NVIDIA CORP 153,041 156,448
390 SHS ORACLE CORPORATION 72,017 64,990
470 SHS QUALCOMM INC COM 90,846 72,201
320 SHS AIR PRODUCTS CHEMICAL INC 79,858 92,813
340 SHS APTAR GROUP INC 33,255 53,414
2170 SHS ESSENTIAL UTILS INC COM 83,863 78,814
700 SHS EVERSOURCE ENERGY 52,289 40,201
560 SHS CHUBB LINITED COM 98,370 154,728
610 SHS ACCENTURE PLC IRELAND SHS CLASS A 99,539 214,592
480 SHS TE CONNECTIVITY PLC ORD SHS 64,666 68,626
8377.674 SHS BOSTON TRUST WALDEN INTL EQUITY FUND 112,054 116,617
2063.044 SHS BOSTON TRUST WALDEN SMALL CAP FUND 32,260 37,176
12273.293 SHS BOSTON TRUST WALDEN SMID CAP FUND 280,085 302,782
3756 SHS VANGUARD ESG INTERNATIONAL STOCK 225,166 212,965
920 SHS ABBOT LABS 18,373 104,061
530 SHS ABBVIE INC 11,006 94,181
245 SHS ACCENTURE PLC IRELAND F 83,650 86,189
190 SHS ADOBE INC 102,049 84,489
1170 SHS ALCON INC F 109,806 99,321
1085 SHS ALPHABET INC 16,724 205,391
1600 SHS ALPHABET INC 24,516 304,704
1695 SHS AMAZON.COM INC 306,215 371,866
615 SHS AMETEK INC NEW 105,619 110,860
2000 SHS APPLE INC 6,799 500,840
2455 SHS BANK OF AMERICA CORP 98,227 107,897
360 SHS BERKSHIRE HATHAWAY 157,925 163,181
25 SHS BOOKING HLDGS INC 96,808 124,211
540 SHS CINTAS CORP 104,088 98,658
85 SHS COSTCO WHSL CORP NEW 69,735 77,883
4000 SHS COTERRA ENERGY INC 8,450 102,160
740 SHS DANAHER CORP 14,104 169,867
465 SHS ECOLAB INC 93,110 108,959
155 SHS ELI LILY AND CO 65,923 119,660
1400 SHS EMERSON ELEC CO 125,935 173,502
755 SHS EOG RES INC 50,312 92,548
1565 SHS EXXON MOBIL CORP 59,454 168,347
665 SHS FISERV INC 107,582 136,604
1300 SHS FORTIVE CORP DISC 14,877 97,500
985 SHS FRANKLIN ELEC INC 20,548 95,988
1055 SHS GLACIER BANCORP INC NEW 7,370 52,982
435 SHS HOME DEPOT INC 100,721 169,211
455 SHS HONEYWELL INTL INC 23,791 102,780
490 SHS IDEX CORP 97,794 102,552
700 SHS INTERCONTINENTAL EXCHANG 106,177 104,307
130 SHS INTUIT 82,415 81,705
618 SHS JOHNSON JOHNSON 40,951 89,375
490 SHS JPMORGAN CHASE CO 103,770 117,458
380 SHS KIMBERLY CLARK CORP 8,094 49,795
310 SHS LINDE PLC F 126,115 129,788
515 SHS MARSH & MCLENNAN COS INC 109,296 109,391
185 SHS MARTIN MARIETTA MATLS IN 20,054 95,553
215 SHS MASTERCARD INC 100,991 113,213
180 SHS MCKESSON CORP 106,889 102,584
280 SHS META PLATFORMS INC 145,050 163,943
1620 SHS MICROSOFT CORP 82,494 682,830
190 SHS MURPHY USA INC 102,104 95,333
80 SHS NETFLIX 51,717 71,306
3435 SHS NVIDIA CORP 384,995 461,286
100 SHS O REILLY AUTOMOTIVE INC 110,270 118,580
1165 SHS ORACLE CORP 71,613 194,136
420 SHS PALO ALTO NETWORKS INC 82,516 76,423
620 SHS PEPSICO INC 35,027 94,277
180 SHS POOL CORP 62,296 61,369
625 SHS PROCTER & GAMBLE CO 39,892 104,781
205 SHS RELIANCE INC 55,844 55,198
180 SHS ROPER TECHNOLOGIES INC 10,822 93,573
335 SHS SALESFORCE INC 85,718 112,001
310 SHS SHERWIN-WILLIAMS CO 109,065 105,378
930 SHS SOUTHERN CO 83,445 76,558
225 SHS TELEDYNE TECHNOLOGIES 88,510 104,429
1535 SHS THE COCO-COLA CO 32,446 95,569
245 SHS THERMO FISHER SCIENTIFIC 7,945 127,456
1000 SHS TORO CO 68,167 80,100
2025 SHS TRACTOR SUPPLY CO 3,459 107,447
865 SHS TRIMBLE INC 8,221 61,121
445 SHS UNION PAC CORP 105,124 101,478
210 SHS UNITEDHEALTH GROUP INC 119,924 106,231
700 SHS VALMONT INDS INC 96,209 214,669
595 SHS WASTE CONNECTIONS INC F 105,671 102,090
120 SHS WATSCO INC 54,392 56,867
42022.156 SHS LKCM SMALL CAP EQUITY IN 859,920 883,726
15135.762 SHS LKCM SMALL -MID CAP EQUIT 159,999 173,448

TY 2024 InvestmentsGovtObligationsSch
Name:
ROBERT S & GRAYCE B KERR FOUNDATION
EIN:
73-1256123
US Government Securities - End of Year Book Value:

1,018,701
US Government Securities - End of Year Fair Market Value:

957,631
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2024 InvestmentsOtherSchedule2
Name:
ROBERT S & GRAYCE B KERR FOUNDATION
EIN:
73-1256123
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ARTWORK AT COST 8,736,223 13,538,250

TY 2024 LandEtcSchedule2
Name:
ROBERT S & GRAYCE B KERR FOUNDATION
EIN:
73-1256123
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
3 DWR LATERAL FILE CABINET 403 403 0  
FILE CABINETS 1,346 1,346 0  
VALTON BRONZE 3,500 3,500 0  
MIEDUCH SKETCH 350 350 0  
SEABEK PORTRAIT 1,090 1,090 0  
DOHENY YOSEMITE OIL 7,500 7,500 0  
HP LASERJET IV 1,595 1,595 0  
MICROEDGE SOFTWARE 3,500 3,500 0  
MICROSOFT OFFICE FOR MAC 452 452 0  
DELL COMPUTER & 2 MONITORS 1,377 1,377 0  
MACBOOK PRO 1,695 1,695 0  
CONNECTINGPOINT LAPTOP 2,835 2,835 0  
ONLINE COMPUTER SYSTEMS 3,471 3,297 174  


TY 2024 LegalFeesSchedule
Name:
ROBERT S & GRAYCE B KERR FOUNDATION
EIN:
73-1256123
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 12,810 3,202 0 9,608


TY 2024 OtherAssetsSchedule
Name:
ROBERT S & GRAYCE B KERR FOUNDATION
EIN:
73-1256123
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
RENTAL DEPOSIT 750 750 750


TY 2024 OtherDecreasesSchedule
Name:
ROBERT S & GRAYCE B KERR FOUNDATION
EIN:
73-1256123
Description Amount
AEU BOOK/TAX DIFFERENCE 3,721


TY 2024 OtherExpensesSchedule
Name:
ROBERT S & GRAYCE B KERR FOUNDATION
EIN:
73-1256123
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
COMPUTER PROGRAMS 2,610 0 0 2,610
CONTRACT LABOR 7,992 3,996 0 3,996
DUES AND MEMBERSHIPS 1,094 0 0 1,094
INSURANCE 8,981 4,490 0 4,491
OFFICE EXPENSES 302 0 0 302
POSTAGE 2,198 0 0 2,198
STORAGE 2,589 0 0 2,589


TY 2024 OtherIncomeSchedule2
Name:
ROBERT S & GRAYCE B KERR FOUNDATION
EIN:
73-1256123
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
CLASS ACTION SETTLEMENT 128 128 0
INCOME/(LOSS) FROM PASSTHROUGH 3,721 -30 0
MISCELLANEOUS INVESTMENT INCOME 3,141 3,141 0


TY 2024 OtherIncreasesSchedule
Name:
ROBERT S & GRAYCE B KERR FOUNDATION
EIN:
73-1256123
Description Amount
CHANGE IN FAIR MARKET VALUE OF ARTWORK DONATED 123,953


TY 2024 OtherProfessionalFeesSchedule
Name:
ROBERT S & GRAYCE B KERR FOUNDATION
EIN:
73-1256123
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 107,237 107,237 0 0
OTHER FEES 384 384 0 0


TY 2024 TaxesSchedule
Name:
ROBERT S & GRAYCE B KERR FOUNDATION
EIN:
73-1256123
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAXES 13,559 6,779 0 6,780
FOREIGN TAXES 933 933 0 0