KING FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- KING FAMILY FOUNDATION (EIN 20-8636039)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-12
- IRS object ID
- 202423179349102347
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-12T11:47:27-08:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 871788334 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wenzel & Associates | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5535 Fredericksburg Rd Ste 200 | AddressLine1Txt |
| City | San Antonio | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78229 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208636039 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | King Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KING | BusinessNameControlTxt |
| Phone | 2104946777 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 512 Elizabeth | AddressLine1Txt |
| City | San Antonio | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78209 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Gregory C King | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Signature | 2024-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Gary W Wenzel | PreparerPersonNm |
| PTIN | P00272074 | PTIN |
| Phone | 2107982500 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,345,285 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $380,634 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $20,933 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $20,933 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $20,933 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $55,748 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $55,748 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $55,748 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $501,059 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,529,303 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $501,059 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $27,281 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $4,299 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,299 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $4,299 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $962,673 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $582,039 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $108,261 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $3,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,850 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $3,850 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $44,249 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $44,249 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $44,249 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $2,201 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,201 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $2,201 | TaxesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $50,300 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $50,300 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $50,300 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $464,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $464,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $514,800 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $50,300 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $50,300 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $464,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $447,873 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $531,739 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $57,961 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $103,868 | CashBOYAmt |
| Cash EOY | $201,288 | CashEOYAmt |
| Cash EOYFMV | $201,288 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,916,300 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,043,436 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,143,997 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,020,168 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,244,724 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,345,285 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,020,168 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,244,724 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,020,168 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,244,724 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,020,168 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,244,724 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,020,168 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $447,873 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,468,041 | SubtotalAmt |
| Other Decreases | $223,317 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,244,724 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Wells Fargo - 6900 - ST Covered | P | 2023-01-01 | 2023-12-31 | $319,513 | $292,232 | $27,281 | $27,281 |
| Wells Fargo - 6900 - LT Covered | P | 2022-01-01 | 2023-12-31 | $675,497 | $566,859 | $108,638 | $108,638 |
| 160 shs Alphabet, Inc. | D | 2000-01-01 | 2023-01-01 | $21,926 | $2,252 | $19,674 | $19,674 |
| 725 shs Apple Inc | D | 2000-01-01 | 2023-01-01 | $129,112 | $41,883 | $87,229 | $87,229 |
| 350 shs CVS Health Corp | D | 2000-01-01 | 2023-01-01 | $23,947 | $11,626 | $12,321 | $12,321 |
| 507 shs Eli Lilly & Co. | D | 2000-01-01 | 2023-01-01 | $229,204 | $76,018 | $153,186 | $153,186 |
| 381 shs Microsoft Corp | D | 2000-01-01 | 2023-01-01 | $127,867 | $37,374 | $90,493 | $90,493 |
| Capital Gain Dividends | $2,237 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $501,059 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $27,281 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,391 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,391 | SubtotalAmt |
| Tax Based On Investment Income | $7,391 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,487 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $20,487 | TotalPaymentsAndCreditsAmt |
| Overpayment | $13,096 | OverpaymentAmt |
| Applied To ES Tax | $13,096 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gregory C King | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2104946777 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1826 North Loop 1604 West Suite 200 | AddressLine1Txt |
| City | San Antonio | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78248 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Gregory C King | ||||||
| 512 Elizabeth | San Antonio | TX | 78209 | Director | 1.00 | $0 |
| Leigh Ann King | ||||||
| 512 Elizabeth | San Antonio | TX | 78209 | Director | 1.00 | $0 |
| Gregory C King Jr | ||||||
| 512 Elizabeth | San Antonio | TX | 78209 | Director | 0.50 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,924,573 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $146,484 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,071,057 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $4,071,057 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $61,066 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,009,991 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $200,500 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $200,500 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,391 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,391 | TotalTaxAmt |
| Distributable Before Adj | $193,109 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $193,109 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $193,109 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $464,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $464,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $193,109 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $117,743 | UndistributedIncomePYAmt |
| Qualifying Distributions | $464,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $117,743 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $193,109 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $153,648 | RemainingDistriFromCorpusAmt |
| Total Corpus | $153,648 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $153,648 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $153,648 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Gregory C King | ContributingManagerNm |
| Contributing Manager | Leigh Ann King | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | King Family Foundation | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1826 North Loop 1604 West Suite 200 | AddressLine1Txt |
| City | San Antonio | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78248 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2104946777 | RecipientPhoneNum |
| Form And Info And Materials | Letter form describing charitable purpose, worthiness of support, and substantiation of tax exempt status. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | No deadlines | SubmissionDeadlinesTxt |
| Restrictions On Awards | No restrictions. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| McNay Art Museum | ||||||
| 6000 North New Braunfels | San Antonio | TX | 78209 | None | To assist the museum in keeping its displays, including the magnificent grounds and topiary statues, well maintained. | $1,000 |
| San Antonio Museum of Art | ||||||
| 200 West Jones Avenue | San Antonio | TX | 78215 | None | To assist in upholding the highest art and cultural standards at the cities premire art installation. | $1,000 |
| St Anthony DePadua Catholic Church | ||||||
| 102 Lorenz Road | San Antonio | TX | 78209 | None | To aid the organization in furthering Christian fellowship and increasing its outreach capabilities. | $45,250 |
| San Antonio Botancial Garden | ||||||
| PO Box 6569 | San Antonio | TX | 78209 | None | To support the delivery of an array of educational and cultural experiences centered around the living world of plants. | $6,500 |
| University of Houston Law Foundatio | ||||||
| 4604 Calhoun Road | Houston | TX | 77204 | None | To support the university's mission in providing students an excellent legal education by enabling them to develop the necessary skills for a successful career and serve as a hub for innovative research. | $102,500 |
| SAMMinistries | ||||||
| 1919 NW Loop 410 100 | San Antonio | TX | 78213 | None | To support the assistance of the homeless and those at risk of becoming homeless by offering, with dignity and compassion, shelter, housing, and services. | $350 |
| Texas Biomedical Research Institute | ||||||
| PO Box 760549 | San Antonio | TX | 78245 | None | To fund research institution,which specializes in genetics, virology and immunology. | $1,150 |
| Launch Global | ||||||
| PO Box 679913 | Dallas | TX | 75267 | None | To support the mobilization of churches to develop laborers and leaders who multiply healthy churches among unreached people groups. | $4,500 |
| Orphan Reach | ||||||
| 2001 West Plano Pkwy Ste 3700 | Plano | TX | 75075 | None | To fund and support orphaned and vulnerable children abroad through providing holistic care, promoting family, preparing for independence, and protecting the rights of children. | $1,500 |
| San Antonio Food Bank | ||||||
| 5200 Enrique M Barrera Pkwy | San Antonio | TX | 78227 | None | To support the San Antonio Food Bank in providing food to those in need, currently serving 100,000 individuals each week. | $10,000 |
| University of Houston | ||||||
| PO Box 867 | Houston | TX | 77001 | None | To support this institution of higher learning that offers education opportunities in numerous fields including medicine, law, architecture, and engineering. | $2,500 |
| North Texas Food Bank | ||||||
| 3677 Mapleshade Lane | Plano | TX | 75075 | None | To support the North Texas Food Bank in providing food to those in need. | $500 |
| Lola's Lucky Day | ||||||
| 2810 Country Club Drive | Pearland | TX | 77581 | None | To support the organization's goals of dog rescue, adoption, and work with network partners to rehome dogs to areas of United States with less overpopulation. | $2,500 |
| Young Life of San Antonio | ||||||
| PO Box 12226 | San Antonio | TX | 78212 | None | To provide year-round outreach & discipleship programs, adventure camping, and mentoring to adolescents across San Antonio. | $500 |
| Focus On the Family | ||||||
| 8605 Explorer Drive | Colorado Springs | CO | 80920 | None | To support the organization's global Christian ministry dedicated to helping families thrive through providing help and resources for couples to build health relationships. | $125,000 |
| Hope for the Future | ||||||
| 2718 West Woodlawn | San Antonio | TX | 78228 | None | To support academic and spiritual benefits of a Catholic School education in the Archdiocese of San Antonio. | $1,000 |
| Christian Assistance Ministry | ||||||
| 110 McCullough Avenue | San Antonio | TX | 78215 | None | To share the love of Christ by providing immediate assistance and encouragement to people in crisis. | $15,000 |
| St Mary's University | ||||||
| 1 Camino Santa Maria Box B | San Antonio | TX | 78228 | None | To support the organization's goals of fostering the formation of people in faith and educates leaders for the common good through community, integraded liberal arts and professional education. | $1,500 |
| Texas Non-Profit Hospice Alliance | ||||||
| PO Box 50266 | Austin | TX | 78763 | None | To support providing the highest quality of hospice and advanced illness care for patients and families. | $250 |
| Blood Tissue Center Foundation | ||||||
| 6211 IH-10 West | San Antonio | TX | 78201 | None | To support the organization's goals of increasing blood donor recruitment, supporting BioBridge Global Research and Devlopment Laboratory, and establishing the Texas Cord Blood Bank. | $2,500 |
| Archdiocese of SA - On the Way-Anda | ||||||
| 2718 West Woodlawn Avenue | San Antonio | TX | 78228 | None | To support the Church's goals of strengthening current parishes, improve campus ministry, fund Catholic chartitable projects, and renovate Catholic schools. | $135,000 |
| Boy Scouts of America Alamo Area | ||||||
| 2226 NW Military Hwy | San Antonio | TX | 78213 | None | To support the organization's goals providing young people with a safe enviroment where they can learn meaningfu life skills and have fun, educational experiences. | $2,500 |
| The Brookwood Community | ||||||
| 1752 FM 1489 | Brookshire | TX | 77423 | None | To support the organization's efforts in creating meaningful work, building a sense of belonging, and awaken a general purpose in the lives of adults with disabilities. | $1,000 |
| Boerne Volunteer Fire Department | ||||||
| 726 North Main Street | Boerne | TX | 78006 | None | To support the Boerne Fire Department in providing safety for local citizens of Boerne. | $500 |
| Oblate Missions of Zamba | ||||||
| 302 Oblate | San Antonio | TX | 78216 | None | To aid the organization in furthering Christian fellowship and increasing its outreach capabilities, specifically in Zambia. | $250 |
| Dementia Society of America | ||||||
| PO Box 600 | Doylestown | PA | 18901 | None | To provide dementia education to families and caregivers to enhance the quality of life for those living with dementia. | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $464,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $20,933 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $55,748 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $501,059 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Related Or Exempt Function Incm | $4,299 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $582,039 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $582,039 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| Gregory C and Leigh Ann King | ||||||
| 1 | 512 Elizabeth | San Antonio | TX | 78209 | $20,958 | Yes (X) |
| Gregory C and Leigh Ann King | ||||||
| 2 | 512 Elizabeth | San Antonio | TX | 78209 | $182,728 | Yes (X) |
| Gregory C and Leigh Ann King | ||||||
| 3 | 512 Elizabeth | San Antonio | TX | 78209 | $176,948 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 160 shares of Alphabet, Inc. | $20,958 | 2023-08-09 |
| 2 | 1,021 shares of Apple, Inc. | $182,728 | 2023-08-09 |
| 3 | 546 shares of Microsoft Corp. | $176,948 | 2023-08-09 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal & Professional | CategoryTxt |
| Amt | $3,850 | Amt |
| Net Investment Income | $3,850 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,850 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FMV in excess of tax basis | Desc |
| Amt | $223,317 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $4,299 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4,299 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,299 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Advisory Fees | $40,447 | $40,447 | $40,447 | $0 |
| Investment Expense | $3,802 | $3,802 | $3,802 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Gregory C Leigh Ann King | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 512 Elizabeth | AddressLine1Txt |
| City | San Antonio | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78209 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Tax Withholding | CategoryTxt |
| Amt | $2,201 | Amt |
| Net Investment Income | $2,201 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,201 | AdjustedNetIncomeAmt |
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