KING FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- KING FAMILY FOUNDATION (EIN 20-8636039)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202323199349102682
- 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
- Accounting Fees Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T08:53:58-08:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Gregory C | PersonFirstNm |
| Person Last | King | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,710,934 | 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 | $518,564 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $15,220 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $15,220 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $15,220 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $77,455 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $77,455 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $77,455 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $271,909 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,670,914 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $274,882 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,927 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,927 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $3,927 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $887,075 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $371,484 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $96,602 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $3,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,700 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $3,700 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $45,447 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $45,447 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $45,447 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $27,307 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,097 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $2,097 | TaxesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $76,454 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $51,244 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $51,244 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $263,783 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $263,783 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $340,237 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $51,244 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $51,244 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $263,783 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $546,838 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $320,240 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $45,358 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $293,228 | CashBOYAmt |
| Cash EOY | $103,868 | CashEOYAmt |
| Cash EOYFMV | $103,868 | CashEOYFMVAmt |
| Corporate Stock BOY | $4,457,728 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,916,300 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,607,066 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,750,956 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,020,168 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,710,934 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,750,956 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,020,168 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,750,956 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,020,168 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,750,956 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,020,168 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,750,956 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $546,838 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,973 | OtherIncreasesAmt |
| Subtotal | $5,300,767 | SubtotalAmt |
| Other Decreases | $2,280,599 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,020,168 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 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 | 2022-01-01 | 2022-12-31 | $122,683 | $125,128 | -$2,445 | -$2,445 |
| 70.000 Hasbro Inc | P | 2021-06-14 | 2022-05-26 | $6,040 | $6,710 | -$670 | -$670 |
| 200.000 Ishares CMBS ETF | P | 2021-08-19 | 2022-05-26 | $9,734 | $10,933 | -$1,199 | -$1,199 |
| 10,000.000 US Treasury Note 1.125% | P | 2021-08-20 | 2022-05-26 | $8,754 | $9,915 | -$1,161 | -$1,161 |
| Wells Fargo - 6900 LT Covered | P | 2021-01-01 | 2022-12-31 | $2,197,069 | $2,201,410 | -$4,341 | -$4,341 |
| 6,000.000 Dollar General Corp | P | 2018-06-19 | 2022-10-06 | $6,000 | $5,909 | $91 | $91 |
| 10,000.000 JPMorgan Chase & Co | P | 2019-10-23 | 2022-05-26 | $9,730 | $10,273 | -$543 | -$543 |
| 8.210 Alphabet Inc | D | 2011-03-28 | 2022-05-26 | $17,861 | $2,351 | $15,510 | $15,510 |
| 860.000 Apple Inc | D | 2011-03-10 | 2022-05-26 | $123,498 | $10,443 | $113,055 | $113,055 |
| 507.000 Microsoft Corp | D | 2011-03-28 | 2022-05-26 | $134,735 | $13,213 | $121,522 | $121,522 |
| 9.000 Thermo Fisher Scientific Inc | D | 2011-08-08 | 2022-05-26 | $4,853 | $459 | $4,394 | $4,394 |
| 53.000 Unitedhealth Group Inc | D | 2011-02-28 | 2022-05-26 | $26,711 | $2,261 | $24,450 | $24,450 |
| Capital Gain Dividends | $3,246 | ||||||
| Wash Sale | $2,973 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $274,882 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$3,045 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,451 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,451 | SubtotalAmt |
| Tax Based On Investment Income | $4,451 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $25,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $25,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $62 | EsPenaltyAmt |
| Overpayment | $20,487 | OverpaymentAmt |
| Applied To ES Tax | $20,487 | 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 | $4,094,706 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $127,735 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,222,441 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $4,222,441 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $63,337 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,159,104 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $207,955 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $207,955 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,451 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,451 | TotalTaxAmt |
| Distributable Before Adj | $203,504 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $203,504 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $203,504 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $263,783 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $263,783 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $203,504 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $178,022 | UndistributedIncomePYAmt |
| Qualifying Distributions | $263,783 | QualifyingDistributionsAmt |
| Applied To Year1 | $178,022 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $85,761 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $117,743 | UndistributedIncomeCYAmt |
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 (32 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. | $2,000 |
| 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. | $55,000 |
| Glenn Biggs Institute for Alzheimer | ||||||
| 7703 Floyd Curl Drive | San Antonio | TX | 78229 | None | To diminish and eliminate the effects of Alzheimer's disease through the advancement of research, care and support. | $500 |
| San Antonio Sports | ||||||
| PO Box 830386 | San Antonio | TX | 78283 | None | To fund local outreach efforts to enrich children's lives through sports and outdoor activities. | $1,000 |
| 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. | $2,000 |
| 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 |
| Hope Advocates | ||||||
| 3907 Emerald Lake Drive | Missouri City | TX | 77459 | None | To aid the partnership with many local charities providing them with volunteers, clothes, toys and food along with monetary support when it meets the cause. | $200 |
| Headwaters at Incarnate Word | ||||||
| 4503 Broadway Street | San Antonio | TX | 78209 | None | To help people learn about the natural and cultural heritage of the Sanctuary. | $1,000 |
| Meals on Wheels San Antonio | ||||||
| 4306 NW Loop 410 | San Antonio | TX | 78229 | None | To support the association of home-delivered and congregate meal programs for seniors and adults with disabilities in Texas. | $2,250 |
| Brackenridge Park Conservancy | ||||||
| PO Box 6311 | San Antonio | TX | 78209 | None | To provide support for the San Antonio Brackenridge Park's preservation, enhancement, and maintenance of the city's historic landmark. | $1,000 |
| 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 |
| The Brookwood Community | ||||||
| 1752 FM 1489 | Brookshire | TX | 77423 | None | To fund a residential facility and vocational program for adults with disabilities. | $1,000 |
| Chicago Jesuit Academy | ||||||
| 5058 West Jackson Blvd | Chicago | IL | 60644 | None | To fund a supportive and academically challenging Catholic elementary school for students from communities impacted by historical disinvestment. | $12,500 |
| St Andrews United Methodist Church | ||||||
| 722 Robinhood Place | San Antonio | TX | 78209 | None | To foster deep relationships with Christ and unleash the Kingdom potential that lives in the local community. | $1,000 |
| 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. | $2,000 |
| 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 |
| More Water 4 Africa | ||||||
| 201 West Craig Place Unit D | San Antonio | TX | 78212 | None | To provide support water well drilling and rain water harvesting in addition to water treatment, storage, and distribution projects. | $7,000 |
| The Brigidine Sisters | ||||||
| 5118 Loma Linda | San Antonio | TX | 78201 | None | To support this small and diverse group of women in their mission to educate and evangelise today's youth. | $250 |
| EB Research Partnership | ||||||
| 244 Madison Avenue 104 | New York | NY | 10016 | To fund research to treat and cure Epidermolysis Bullosa. | $1,000 | |
| 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. | $11,000 |
| LivingStone Ministries | ||||||
| 1701 Baltimore Annapolis Blvd | Annapolis | MD | 21409 | None | To foster deep relationships with Christ in the local community through encouraging religious growth and training disciples. | $500 |
| UT Health San Antonio | ||||||
| 7703 Floyd Curl Drive | San Antonio | TX | 78229 | None | UT Health San Antonio improves the lives of its community through meaningful partnerships with nonprofits and other organizations who share the vision of a health community. | $1,500 |
| Multiple Myeloma Research Foundatio | ||||||
| PO Box 414238 | Boston | MA | 02241 | None | To fund and support the research and understanding of multiple myeloma, an incurable blood cancer. | $500 |
| Alamo Heights School Foundation | ||||||
| 7101 Broadway | San Antonio | TX | 78209 | None | To support the mission of enhancing academic excellence for every student with focus on funding teachers and staff. | $1,000 |
| Southminister Community Fund | ||||||
| 8919 Park Road | Charlotte | NC | 28210 | None | To support providing innovative living solutions for seniors through resident assistance, community health, education, and cultural arts. | $500 |
| Institute of Well-being in Law | ||||||
| 1300 Piccard Drive Ste LL14 | Rockville | MD | 20850 | None | To support the organization's mission of bettering the legal profession by focusing on a holistic approach to well-being. | $1,000 |
| Bishop McGuiness Catholic High Scho | ||||||
| 801 NW 50th Street | Oklahoma City | OK | 73118 | None | To support the dedication of the school to education and developing the whole person, and providing a moral, ethical, and Christ centered compass for life. | $500 |
| Mt Airy Center | ||||||
| 869 Mt Airy Road | Davidsonville | MD | 21035 | None | To support the education of college-aged students in the teachings of Jesus and to instill lifetime discipleship. | $15,000 |
| Terrell Hills Appreciation | ||||||
| 111 Sheraton Drive | San Antonio | TX | 78209 | None | To fund and support the communitiy's efforts to provide for underprivledged youth during the holiday months. | $100 |
| Boys Girls Club of the Plateau | ||||||
| PO Box 1812 | Cashiers | NC | 28717 | None | To support and fund the organization's mission to provide a safe and fund afterschool environment to help the children of the community grow. | $3,000 |
| 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. | $33,333 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $263,783 | 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 | $15,220 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $77,455 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $271,909 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Related Or Exempt Function Incm | $3,927 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $368,511 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $368,511 | 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 | $35,646 | Yes (X) |
| Gregory C and Leigh Ann King | ||||||
| 2 | 512 Elizabeth | San Antonio | TX | 78209 | $233,244 | Yes (X) |
| Gregory C and Leigh Ann King | ||||||
| 3 | 512 Elizabeth | San Antonio | TX | 78209 | $249,674 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 350 shares of CVS Health Corp. | $35,646 | 2022-12-07 |
| 2 | 627 shares of Eli Lilly & Co. | $233,244 | 2022-12-07 |
| 3 | 460 shares of UnitedHealth Group, Inc. | $249,674 | 2022-12-07 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal & Professional | CategoryTxt |
| Amt | $3,700 | Amt |
| Net Investment Income | $3,700 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,700 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Book basis adj. for securites received in 2022 | $271,599 |
| Funds Transferred to King Children Charitable Trusts (DAF) | $2,009,000 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $3,927 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,927 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,927 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Adjust for wash sale loss on security sales | Desc |
| Amt | $2,973 | Amt |
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 | $45,409 | $45,409 | $45,409 | $0 |
| Investment Expense | $38 | $38 | $38 | $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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Foreign Tax Withholding | $2,097 | $2,097 | $2,097 |
| Income Taxes | $25,210 |
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