KITE FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- KITE FAMILY FOUNDATION (EIN 88-1408473)
- Tax period
- 2022-01-25 to 2022-12-31
- Filed
- 2023-05-03
- IRS object ID
- 202321239349100842
- Schema version
- 2022v5.0
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-03T13:00:30-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941687665 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF AMERICA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1532 AFT | AddressLine1Txt |
| City | PENNINGTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08534 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-25 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 881408473 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KITE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KITE | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POBOX 1532 AFT | AddressLine1Txt |
| City | PENNINGTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08534 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MR THOMAS O KITE JR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Signature | 2023-05-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN J KISER | PreparerPersonNm |
| PTIN | P00146417 | PTIN |
| Phone | 8888663275 | PhoneNum |
| Preparation | 2023-05-03 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Initial Return | Yes (X) | InitialReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $974,507 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,000,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $8,741 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,741 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$22,092 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $165,632 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $986,649 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,741 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $4,199 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,519 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,679 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $160 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $160 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $4,359 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,679 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,679 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,359 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,679 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,679 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $982,290 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,062 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $171 | CashEOYAmt |
| Cash EOYFMV | $171 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $12,157 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $12,157 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock EOY | $654,537 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $642,378 | CorporateStockEOYFMVAmt |
| Other Investments EOY | $315,406 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $319,801 | OtherInvestmentsEOYFMVAmt |
| Total Assets EOY | $982,271 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $974,507 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock EOY | $982,271 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances EOY | $982,271 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $0 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $982,271 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Excess Revenue Over Expenses | $982,290 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $982,290 | SubtotalAmt |
| Other Decreases | $19 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $982,271 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (54 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 30. ABBOTT LABORATORIES | 2022-07-20 | 2022-08-09 | $3,242 | $3,244 | -$2 | -$2 | |
| 56. ALPHABET INC SHS CL A | 2022-07-20 | 2022-11-03 | $4,824 | $6,448 | -$1,624 | -$1,624 | |
| 115. AMAZON COM INC | 2022-07-20 | 2022-11-03 | $10,535 | $14,069 | -$3,534 | -$3,534 | |
| 18. ANTHEM INC | 2022-07-20 | 2022-11-11 | $9,168 | $8,258 | $910 | $910 | |
| 119. BRISTOL MYERS SQUIBB CO COM | 2022-07-20 | 2022-11-11 | $9,179 | $8,712 | $467 | $467 | |
| 36. CAPITAL ONE FINANCIAL CORPORATION | 2022-07-20 | 2022-08-04 | $3,842 | $4,080 | -$238 | -$238 | |
| 3. CAPITAL ONE FINANCIAL CORPORATION | 2022-11-11 | 2022-12-16 | $273 | $348 | -$75 | -$75 | |
| 116. CAPITAL ONE FINANCIAL CORPORATION | 2022-07-20 | 2022-12-16 | $10,569 | $13,146 | -$2,577 | -$2,577 | |
| 37. CHEVRON CORP | 2022-07-20 | 2022-10-05 | $5,803 | $5,352 | $451 | $451 | |
| 32. EQUITY RESIDENTIAL | 2022-07-20 | 2022-08-04 | $2,365 | $2,320 | $45 | $45 | |
| 207. EQUITY RESIDENTIAL | 2022-07-20 | 2022-12-16 | $12,431 | $15,005 | -$2,574 | -$2,574 | |
| 246. FORD MOTOR CO | 2022-07-20 | 2022-08-04 | $3,784 | $3,119 | $665 | $665 | |
| 571. FORD MOTOR CO | 2022-07-20 | 2022-12-16 | $7,092 | $7,240 | -$148 | -$148 | |
| 242. INTERNATIONAL PAPER CO | 2022-07-20 | 2022-09-26 | $7,841 | $10,367 | -$2,526 | -$2,526 | |
| 16. J P MORGAN CHASE & CO COM | 2022-07-20 | 2022-08-04 | $1,796 | $1,826 | -$30 | -$30 | |
| 27. L3HARRIS TECHNOLOGIES INC | 2022-07-20 | 2022-11-03 | $6,363 | $6,070 | $293 | $293 | |
| 38. L3HARRIS TECHNOLOGIES INC | 2022-07-20 | 2022-11-11 | $8,695 | $8,543 | $152 | $152 | |
| 43. L3HARRIS TECHNOLOGIES INC | 2022-07-20 | 2022-12-16 | $9,184 | $9,668 | -$484 | -$484 | |
| 98. MARVELL TECH INC | 2022-07-20 | 2022-08-04 | $5,587 | $5,206 | $381 | $381 | |
| 94. MARVELL TECH INC | 2022-07-20 | 2022-12-16 | $3,673 | $4,994 | -$1,321 | -$1,321 | |
| 71. MONSTER BEVERAGE SHS | 2022-07-20 | 2022-08-09 | $6,247 | $6,921 | -$674 | -$674 | |
| 16. NVIDIA CORP | 2022-07-20 | 2022-08-04 | $3,006 | $2,833 | $173 | $173 | |
| 101. NVIDIA CORP | 2022-07-20 | 2022-09-01 | $14,336 | $17,886 | -$3,550 | -$3,550 | |
| 49. PROLOGIS INC | 2022-07-20 | 2022-09-26 | $5,168 | $6,179 | -$1,011 | -$1,011 | |
| 36. TESLA MTRS INC | 2022-08-09 | 2022-12-21 | $5,025 | $10,318 | -$5,293 | -$5,293 | |
| 15. WALMART INC | 2022-07-20 | 2022-08-04 | $1,933 | $1,961 | -$28 | -$28 | |
| 53. XCEL ENERGY INC COM | 2022-07-20 | 2022-11-11 | $3,630 | $3,611 | $19 | $19 | |
| CAPITAL GAIN DIVIDENDS | $41 | P | |||||
| CAPITAL GAIN DIVIDENDS | $41 | P | |||||
| CAPITAL GAIN DIVIDENDS | $41 | P | |||||
| CAPITAL GAIN DIVIDENDS | $41 | P | |||||
| CAPITAL GAIN DIVIDENDS | $41 | P | |||||
| CAPITAL GAIN DIVIDENDS | $41 | P | |||||
| CAPITAL GAIN DIVIDENDS | $41 | P | |||||
| CAPITAL GAIN DIVIDENDS | $41 | P | |||||
| CAPITAL GAIN DIVIDENDS | $41 | P | |||||
| CAPITAL GAIN DIVIDENDS | $41 | P | |||||
| CAPITAL GAIN DIVIDENDS | $41 | P | |||||
| CAPITAL GAIN DIVIDENDS | $41 | P | |||||
| CAPITAL GAIN DIVIDENDS | $41 | P | |||||
| CAPITAL GAIN DIVIDENDS | $41 | P | |||||
| CAPITAL GAIN DIVIDENDS | $41 | P | |||||
| CAPITAL GAIN DIVIDENDS | $41 | P | |||||
| CAPITAL GAIN DIVIDENDS | $41 | P | |||||
| CAPITAL GAIN DIVIDENDS | $41 | P | |||||
| CAPITAL GAIN DIVIDENDS | $41 | P | |||||
| CAPITAL GAIN DIVIDENDS | $41 | P | |||||
| CAPITAL GAIN DIVIDENDS | $41 | P | |||||
| CAPITAL GAIN DIVIDENDS | $41 | P | |||||
| CAPITAL GAIN DIVIDENDS | $41 | P | |||||
| CAPITAL GAIN DIVIDENDS | $41 | P | |||||
| CAPITAL GAIN DIVIDENDS | $41 | P | |||||
| CAPITAL GAIN DIVIDENDS | $41 | P | |||||
| CAPITAL GAIN DIVIDENDS | $41 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$22,092 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $84 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $84 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $84 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $84 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
| 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 |
| 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| THOMAS O KITE JR | ||||||
| 6 NOB HILL CIR | W LAKE HILLS | TX | 787463650 | PRESIDENT & BOARD MEMBER | 1 | $0 |
| STEPHANIE KITE JONES | ||||||
| 3783 POE DR | VESTAVIA | AL | 352232894 | SECRETARY & BOARD MEMBER | 1 | $0 |
| PAUL C KITE | ||||||
| 192 32ND ST APT 2 | BROOKLYN | NY | 11232 | BOARD MEMBER | 1 | $0 |
| DAVID T KITE | ||||||
| 2570 MORNING DOVE LANE | CHARLESTON | SC | 29414 | BOARD MEMBER | 1 | $0 |
| SANDRA SUE JONES | ||||||
| 6 NOB HILL CIR | W LAKE HILLS | TX | 787463650 | BOARD MEMBER | 1 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $810,802 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,908 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $818,710 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $818,710 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,281 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $806,429 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $40,321 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $40,321 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $84 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $84 | TotalTaxAmt |
| Distributable Before Adj | $40,237 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $40,237 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $40,237 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,679 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,679 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $40,237 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,679 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,679 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $38,558 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,741 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$22,092 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$13,351 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$13,351 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | THOMAS O kITE JR | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 NOB HILL CIR | AddressLine1Txt |
| City | W LAKE HILLS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 787463650 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (39 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 002824100 ABBOTT LABORATORIES | $7,137 | $7,246 |
| 46625H100 J P MORGAN CHASE & C | $23,367 | $26,954 |
| 573874104 MARVELL TECH INC | $13,164 | $9,445 |
| 907818108 UNION PACIFIC CORP | $16,616 | $15,944 |
| 98978V103 ZOETIS INC | $22,457 | $20,224 |
| 931142103 WAL MART STORES INC | $15,295 | $16,589 |
| 594918104 MICROSOFT CORP COM | $53,783 | $48,683 |
| 806857108 SCHLUMBERGER LTD | $10,119 | $13,472 |
| 891160509 TORONTO-DOMINION BAN | $20,761 | $21,177 |
| 023135106 AMAZON COM INC | $34,255 | $23,520 |
| 02079K305 ALPHABET INC SHS | $38,460 | $29,469 |
| 22160K105 COSTCO WHSL CORP NEW | $24,043 | $20,999 |
| 235851102 DANAHER CORP | $13,910 | $14,333 |
| 65339F101 NEXTERA ENERGY INC | $14,045 | $14,546 |
| 697435105 PALO ALTO NETWORKS I | $13,004 | $10,884 |
| 742718109 PROCTER & GAMBLE CO/ | $17,255 | $18,339 |
| 743315103 PROGRESSIVE CORP/THE | $20,590 | $23,867 |
| 855244109 STARBUCKS CORP | $13,235 | $14,682 |
| 98389B100 XCEL ENERGY INC | $6,745 | $6,941 |
| 037833100 APPLE INC | $51,911 | $44,046 |
| 09247X101 BLACKROCK INC | $6,204 | $6,378 |
| 125523100 CIGNA CORP | $12,388 | $15,242 |
| 437076102 HOME DEPOT INC/THE | $6,633 | $6,949 |
| 808513105 CHARLES SCHWAB CORP/ | $7,478 | $7,993 |
| 92826C839 VISA INC | $25,096 | $24,516 |
| 74340W103 PROLOGIS INC | $11,097 | $9,920 |
| 11135F101 BROADCOM INC | $11,143 | $11,183 |
| 43300A203 HILTON WORLDWIDE HOL | $12,369 | $12,004 |
| 580135101 MC DONALDS CORPORATI | $12,120 | $11,859 |
| 67103H107 O'REILLY AUTOMOTIVE | $5,647 | $5,908 |
| 701094104 PARKER-HANNIFIN CORP | $1,548 | $1,746 |
| 097023105 BOEING CO/THE | $5,882 | $6,096 |
| 110122108 BRISTOL-MYERS SQUIBB | $15,679 | $15,397 |
| 438516106 HONEYWELL INTERNATIO | $20,819 | $25,073 |
| 166764100 CHEVRONTEXACO CORP | $18,463 | $22,436 |
| 20825C104 CONOCOPHILLIPS | $13,841 | $18,408 |
| 666807102 NORTHROP GRUMMAN COR | $8,948 | $9,275 |
| 883556102 THERMO FISHER SCIENT | $19,854 | $20,376 |
| 036752103 ANTHEM INC | $9,176 | $10,259 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (12 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 35473P744 FRANKLIN TEMPLETON E | AT COST | $24,453 | $24,689 |
| 922908611 VANGUARD SMALL-CAP V | AT COST | $35,310 | $35,730 |
| 35473P678 FRANKLIN FTSE U K ET | AT COST | $42,762 | $44,181 |
| 464286749 ISHARES MSCI SWITZER | AT COST | $18,460 | $18,491 |
| 464286665 ISHARES MSCI PACIFIC | AT COST | $30,572 | $31,237 |
| 464287390 ISHARES LATIN AMERIC | AT COST | $5,522 | $5,814 |
| 500767876 KRNSHS EMERGING MARK | AT COST | $3,055 | $2,809 |
| 35473P827 FRANKLIN TEMPLETON E | AT COST | $17,862 | $17,362 |
| 464286756 ISHARES MSCI SWEDEN | AT COST | $6,089 | $6,143 |
| 46434G103 ISHARES CORE MSCI EM | AT COST | $52,582 | $50,856 |
| 922908595 VANGUARD SMALL-CAP G | AT COST | $17,690 | $16,645 |
| 464286608 ISHARES MSCI EUROZON | AT COST | $61,049 | $65,844 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME ADJUSTMENT | Desc |
| Amt | $19 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMNT MNGMNT FEES (NON-DED | CategoryTxt |
| Amt | $4,199 | Amt |
| Net Investment Income | $2,519 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,679 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS O kITE JR | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 NOB HILL CIR | AddressLine1Txt |
| City | W LAKE HILLS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 787463650 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $112 | $112 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $48 | $48 | $0 |
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