KING FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- KING FAMILY FOUNDATION (EIN 20-8636039)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-11
- IRS object ID
- 202233159349102073
- Schema version
- 2021v4.1
- 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 | 2022-11-11T11:33:06-08:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-11-11 | 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 |
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 | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,394,734 | 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 | $673,412 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $14,407 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $14,407 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $14,407 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $152,473 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $152,473 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $152,473 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $760,193 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,237,209 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $760,193 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $32,542 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $3,597 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,597 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $3,597 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,604,082 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $930,670 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $203,019 | 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 | $52,837 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $52,837 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $52,837 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $20,711 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,653 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $2,653 | TaxesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $77,248 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $59,190 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $59,190 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $244,899 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $244,899 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $322,147 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $59,190 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $59,190 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $244,899 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,281,935 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $871,480 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $143,829 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $365,584 | CashBOYAmt |
| Cash EOY | $293,228 | CashEOYAmt |
| Cash EOYFMV | $293,228 | CashEOYFMVAmt |
| Corporate Stock BOY | $3,609,024 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,457,728 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,101,506 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,974,608 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,750,956 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,394,734 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,974,608 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,750,956 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,974,608 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,750,956 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,974,608 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,750,956 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,974,608 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,281,935 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,256,543 | SubtotalAmt |
| Other Decreases | $505,587 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,750,956 | 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 | 2021-01-01 | 2021-12-31 | $168,185 | $135,643 | $32,542 | $32,542 |
| Wells Fargo - 6900 LT Covered | P | 2018-01-01 | 2021-12-31 | $456,541 | $281,804 | $174,737 | $174,737 |
| 4,000.000 Dollar General Corp | P | 2018-06-19 | 2021-08-19 | $4,154 | $3,940 | $214 | $214 |
| 20.000 Alphabet Inc | D | 2011-03-28 | 2021-02-09 | $41,801 | $5,726 | $36,075 | $36,075 |
| 2,925.000 Apple Inc | D | 2011-03-10 | 2021-07-06 | $381,822 | $36,021 | $345,801 | $345,801 |
| 225.000 Microsoft Corp | D | 2011-02-28 | 2021-02-09 | $54,927 | $5,992 | $48,935 | $48,935 |
| 185.000 Unitedhealth Group Inc | D | 2011-02-28 | 2021-02-09 | $61,102 | $7,890 | $53,212 | $53,212 |
| Capital Gain Dividends | $68,677 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $760,193 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $32,542 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,114 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $12,114 | SubtotalAmt |
| Tax Based On Investment Income | $12,114 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $12,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $90 | EsPenaltyAmt |
| Tax Due | $204 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 | $5,629,363 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $333,205 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,962,568 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $5,962,568 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $89,439 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,873,129 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $293,656 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $293,656 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,114 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,114 | TotalTaxAmt |
| Distributable Before Adj | $281,542 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $281,542 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $281,542 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $244,899 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $244,899 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $281,542 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $141,379 | UndistributedIncomePYAmt |
| Qualifying Distributions | $244,899 | QualifyingDistributionsAmt |
| Applied To Year1 | $141,379 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $103,520 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $178,022 | 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 (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient Foundation StatusRecipientFoundationStatusTxt |
|---|---|---|---|---|---|---|---|
| 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. | $30,500 | |
| 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. | $250 | |
| Family Legacy Missions Internationa | |||||||
| 5005 West Royal Lane 252 | Irving | TX | 75063 | None | Helping missionary minded Christians glorify God by serving the vulnerable and orphaned children of Zambia. | $576 | |
| Believe It Foundation | |||||||
| 4242 Broadway Ste 706 | San Antonio | TX | 78209 | None | To provide physically challenged children and their families opportunities to experience their dreams. | $1,000 | PC |
| Child Advocates of San Antonio | |||||||
| 406 San Pedro Avenue | San Antonio | TX | 78212 | None | To help recruit, train and supervise court-appointed volunteer Advocates who provide constancy for abused and neglected children and youth while advocating for services and placement in safe and permanent homes. | $83,333 | |
| 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. | $1,000 | |
| 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. | $100,000 | |
| Palmetto Paws Animal Rescue | |||||||
| 1351 Roddington Street | Mount Pleasant | SC | 29464 | None | To provide for the needs of rescue, rehabilitation, and placement of at-risk dogs. | $250 | |
| 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. | $2,840 | |
| 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 | |
| Holy Comforter Food Ministry | |||||||
| 234 South Arcola | Angelton | TX | 77515 | None | To fund a partner in ministry supporting the collection of food at local pantries, host collection bins, and further education on hunger issues in the community. | $1,000 | |
| 100 Club of Brazoria County | |||||||
| PO Box 1596 | Lake Jackson | TX | 77566 | None | To provide support to the law enforcement families of those officers killed in the line of duty. | $1,000 | |
| 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 | |
| David's Legacy Foundation | |||||||
| PO Box 90732 | San Antonio | TX | 78209 | None | Funding programs to eliminate cyber and other bullying, of children and teens, through education, legislation, and legal action. | $500 | |
| 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. | $1,000 | |
| 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 | |
| Society of St Vincent de Paul | |||||||
| PO Box 831074 | San Antonio | TX | 78283 | None | To assist families with building, improving and maintaining their homes. | $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. | $950 | |
| 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 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $244,899 | 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 | $14,407 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $152,473 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $760,193 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Related Or Exempt Function Incm | $3,597 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $930,670 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $930,670 | 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 (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| Gregory C and Leigh Ann King | |||||||
| 1 | 512 Elizabeth | San Antonio | TX | 78209 | $83,716 | Yes (X) | |
| Gregory C and Leigh Ann King | |||||||
| 2 | 512 Elizabeth | San Antonio | TX | 78209 | $246,438 | Yes (X) | |
| Gregory C and Leigh Ann King | |||||||
| 3 | 512 Elizabeth | San Antonio | TX | 78209 | $110,261 | Yes (X) | |
| Gregory C and Leigh Ann King | |||||||
| 4 | 512 Elizabeth | San Antonio | TX | 78209 | $223,997 | Yes (X) | |
| Matthew Hancock Carolyn King | |||||||
| 5 | 536 Argo Avenue | San Antonio | TX | 78209 | $9,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 40 shares of Alphabet, Inc. | $83,716 | 2021-02-09 |
| 2 | 1,800 shares of Apple, Inc. | $246,438 | 2021-02-09 |
| 3 | 675 shares of Apple, Inc. | $110,261 | 2021-11-22 |
| 4 | 650 shares of Microsoft Corp. | $223,997 | 2021-11-22 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Book basis adj. for securites received in 2021 | Desc |
| Amt | $505,587 | 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 | $3,597 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,597 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,597 | 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 | $52,805 | $52,805 | $52,805 | $0 |
| Investment Expense | $32 | $32 | $32 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| Gregory C Leigh Ann King | |||
| 512 Elizabeth | San Antonio | TX | 78209 |
| Matthew Hancock Carolyn King | |||
| 536 Argo Avenue | San Antonio | TX | 78209 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Foreign Tax Withholding | $2,653 | $2,653 | $2,653 |
| Income Taxes | $18,058 |
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