KING FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- KING FAMILY FOUNDATION (EIN 20-8636039)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202113199349102606
- Schema version
- 2020v4.0
- 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 Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T07:54:27-08:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 742504227 | 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 Road Suite 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 | 2020-01-01 | 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 | 2021-11-12 | 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 | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $5,270,293 | 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 | $632,021 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $24,808 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $24,808 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $24,808 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $80,653 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $80,653 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $80,653 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $708,275 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,531,362 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $708,275 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,791 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,791 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $4,791 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,450,548 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $818,527 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $110,252 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $3,520 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,520 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $3,520 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $42,742 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $42,742 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $42,742 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $14,046 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,741 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $1,741 | TaxesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $60,308 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $48,003 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $48,003 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $233,285 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $233,285 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $293,593 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $48,003 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $48,003 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $233,285 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,156,955 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $770,524 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $62,249 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $75,386 | CashBOYAmt |
| Cash EOY | $365,584 | CashEOYAmt |
| Cash EOYFMV | $365,584 | CashEOYFMVAmt |
| Corporate Stock BOY | $3,282,430 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,609,024 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,904,709 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,357,816 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,974,608 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,270,293 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,357,816 | NoDonorRstrNetAssestsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,357,816 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,974,608 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,357,816 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,974,608 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,357,816 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,156,955 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,514,771 | SubtotalAmt |
| Other Decreases | $540,163 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,974,608 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (31 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Wells Fargo Advisors - 6900 | P | 2020-01-01 | 2020-12-31 | $566,436 | $591,513 | -$25,077 | -$25,077 |
| 1,000.000 BB&T Corporation | P | 2019-04-24 | 2020-02-14 | $1,004 | $973 | $31 | $31 |
| 1,000.000 Bank of NY Mellon Co | P | 2019-04-24 | 2020-02-14 | $1,008 | $989 | $19 | $19 |
| 200.000 Ishares MBS ETF | P | 2020-06-03 | 2020-08-25 | $22,096 | $22,184 | -$88 | -$88 |
| 2,000.000 Sherwin-Williams Co | P | 2019-06-10 | 2020-03-16 | $2,087 | $1,996 | $91 | $91 |
| 2,000.000 US Bancorp | P | 2019-04-24 | 2020-02-14 | $2,011 | $1,976 | $35 | $35 |
| 2,000.000 Unitedhealth Group Inc | P | 2019-06-12 | 2020-06-03 | $2,123 | $2,011 | $112 | $112 |
| Wells Fargo Advisors - 6900 | P | 2019-01-01 | 2020-12-31 | $946,728 | $795,458 | $151,270 | $151,270 |
| 12,000.000 BB&T Corporation | P | 2018-06-07 | 2020-02-14 | $12,046 | $11,603 | $443 | $443 |
| 12,000.000 Bank of NY Mellon Co | P | 2018-06-07 | 2020-02-14 | $12,099 | $11,806 | $293 | $293 |
| 15,000.000 Goldman Sachs Group | P | 2018-06-19 | 2020-08-04 | $15,271 | $14,685 | $586 | $586 |
| 4,000.000 Sherwin-Williams Co | P | 2018-06-07 | 2020-03-16 | $4,174 | $3,908 | $266 | $266 |
| 11,000.000 US Bancorp | P | 2018-06-19 | 2020-02-14 | $11,059 | $10,820 | $239 | $239 |
| 58,000.000 US Treasury Note 2.125% | P | 2018-06-07 | 2020-08-25 | $59,314 | $56,935 | $2,379 | $2,379 |
| 45,000.000 US Treasury Note 1.750% | P | 2018-06-07 | 2020-06-03 | $46,594 | $43,116 | $3,478 | $3,478 |
| 13,000.000 Unitedhealth Group Inc | P | 2018-06-12 | 2020-06-03 | $13,802 | $12,635 | $1,167 | $1,167 |
| 11,050.000 Enterprise Products Partners LP | D | 2011-07-14 | 2020-02-12 | $288,945 | $51,150 | $237,795 | $237,795 |
| 11.000 Alphabet Inc | D | 2011-03-28 | 2020-06-30 | $15,383 | $3,150 | $12,233 | $12,233 |
| 125.000 Boeing Co | D | 2011-08-01 | 2020-02-03 | $39,617 | $8,318 | $31,299 | $31,299 |
| 3,876.000 Ishares Russell Mid-Cap ETF | D | 2010-11-29 | 2020-02-12 | $238,383 | $92,026 | $146,357 | $146,357 |
| 293.000 Microsoft Corp | D | 2011-02-28 | 2020-07-20 | $56,443 | $7,842 | $48,601 | $48,601 |
| 114.000 TJX Companies Inc | D | 2011-08-08 | 2020-05-29 | $11,331 | $2,765 | $8,566 | $8,566 |
| 15.000 Thermo Fisher Scientific Inc | D | 2011-08-08 | 2020-11-06 | $5,888 | $766 | $5,122 | $5,122 |
| 150.000 Unitedhealth Group Inc | D | 2011-02-28 | 2020-11-06 | $45,138 | $6,466 | $38,672 | $38,672 |
| 565.000 Ishares Msci Emerging Markets | D | 2019-01-01 | 2020-03-16 | $18,075 | $22,018 | -$3,943 | -$3,943 |
| 385.000 Ishares Msci Eafe ETF | D | 2019-01-01 | 2020-04-14 | $19,667 | $22,934 | -$3,267 | -$3,267 |
| 93.000 Ishares Core S&P Mid-Cap ETF | D | 2019-01-01 | 2020-06-10 | $17,378 | $11,615 | $5,763 | $5,763 |
| 102.000 Ishares Core S&P Small-Cap ETF | D | 2019-01-01 | 2020-02-12 | $8,524 | $7,049 | $1,475 | $1,475 |
| 110.000 SPDR DJ Wilshire International R ETF | D | 2019-01-01 | 2020-06-01 | $3,215 | $4,380 | -$1,165 | -$1,165 |
| Wash sale adj. Ishares MBS ETF9 | P | 2020-06-03 | 2020-08-25 | $9 | $9 | $9 | |
| Capital Gain Dividends | $45,514 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $708,275 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$24,868 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,710 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $10,710 | SubtotalAmt |
| Tax Based On Investment Income | $10,710 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $133 | EsPenaltyAmt |
| Tax Due | $5,843 | TaxDueAmt |
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 | false | 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 | $4,303,979 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $317,490 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,621,469 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $4,621,469 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $69,322 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,552,147 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $227,607 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $227,607 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,710 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,710 | TotalTaxAmt |
| Distributable Before Adj | $216,897 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $216,897 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $216,897 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $233,285 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $233,285 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $233,285 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $216,897 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $157,767 | UndistributedIncomePYAmt |
| Qualifying Distributions | $233,285 | QualifyingDistributionsAmt |
| Applied To Year1 | $157,767 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $75,518 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $141,379 | 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 (21 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. | $68,500 | |
| Family Legacy Missions Internationa | |||||||
| 5005 West Royal Lane 252 | Irving | TX | 75063 | None | Helping missionary minded Christians discover Godb | $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. | $500 | PC |
| 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 | |
| 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. | $6,759 | |
| Launch Global | |||||||
| PO Box 19686 | Birmingham | AL | 35219 | None | To awaken young adults to discover God's will, develop as multiplying disciples, and deploy to strategic opportunities impacting unreached families. | $1,500 | |
| On The Way Archdiocese of San Anton | |||||||
| PO Box 659950 | San Antonio | TX | 78265 | None | To meet the human and spiritual needs of the faithful within the San Antonio communities. | $90,000 | |
| Texas Biomedical Research Institute | |||||||
| PO Box 760549 | San Antonio | TX | 78245 | None | To fund research institution,which specializes in genetics, virology and immunology. | $950 | |
| Alamo Heights School Foundation | |||||||
| 7101 Broadway | San Antonio | TX | 78209 | None | To fund various educational resources for enrolled students. | $24,250 | |
| Christian Assistance Ministry | |||||||
| 110 McCullough Avenue | San Antonio | TX | 78215 | None | To provide for the immediate physical needs of those in crisis while also addressing their long-term mental and spriritaul needs through prayer and councel. | $5,000 | |
| 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 | |
| ONE-San Antonio | |||||||
| 135 West Olmos Drive | San Antonio | TX | 78283 | None | To fund the efforts of devoted volunteers as they help people live wholeheartedly, connected to God and each other. | $2,000 | |
| Orphan Outreach | |||||||
| 2001 West Plano Parkway 3700 | Plano | TX | 75075 | None | To help connect the community with opportunities to serve and care for orphaned and vulnerable children, providing education, food, medical care and emotional healing. | $1,500 | |
| Robin Hood | |||||||
| 826 Broadway 9th Floor | New York City | NY | 10003 | None | To fund educational programs which encourage fine arts development and extraciirricular activities for at risk students. | $1,000 | |
| San Antonio Food Bank | |||||||
| 5200 Enrique Barrerra Pkwy | San Antonio | TX | 78227 | None | To provide well rounded, nutrituios meals to the less fortunate within our community. | $10,000 | |
| San Antonio Zoo | |||||||
| 3903 N St Marys Street | San Antonio | TX | 78212 | None | To fund the care and nurturing of exotic animals and support educational opportunities targeting responsible living and conservation efforts in our comunity and abroad. | $2,500 | |
| Sisters of Charity of the Incarnate | |||||||
| 4503 Broadway | San Antonio | TX | 78209 | None | To develop and perpetuate quality education, health and social justice programs in underserved communities around the world. | $500 | |
| St Luke's United Methodist Church | |||||||
| 4603 Manitou Road | San Antonio | TX | 78228 | None | To shape values and assist people desiring to be formed in the likeness of Christthrough generous and joyful service and vibrant community care. | $250 | |
| University Texas Health Science Cen | |||||||
| 7703 Floyd Curl Drive | San Antonio | TX | 78229 | None | To fund the research and development of various cures, medicines and therupeutics which are critical to countless members of the population. | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $233,285 | 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 | $24,808 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $80,653 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $708,275 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Related Or Exempt Function Incm | $4,791 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $818,527 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $818,527 | 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 (7 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 | 782096133 | $51,150 | Yes (X) |
| Gregory C and Leigh Ann King | ||||||
| 2 | 512 Elizabeth | San Antonio | TX | 782096133 | $19,046 | Yes (X) |
| Gregory C and Leigh Ann King | ||||||
| 3 | 512 Elizabeth | San Antonio | TX | 782096133 | $12,668 | Yes (X) |
| Gregory C and Leigh Ann King | ||||||
| 4 | 512 Elizabeth | San Antonio | TX | 782096133 | $26,549 | Yes (X) |
| Gregory C and Leigh Ann King | ||||||
| 5 | 512 Elizabeth | San Antonio | TX | 782096133 | $24,498 | Yes (X) |
| Gregory C and Leigh Ann King | ||||||
| 6 | 512 Elizabeth | San Antonio | TX | 782096133 | $234,460 | Yes (X) |
| Gregory C and Leigh Ann King | ||||||
| 7 | 512 Elizabeth | San Antonio | TX | 782096133 | $263,630 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (7 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 11,050.000 shares of Enterprise Product Partners LP | $51,150 | 2020-02-10 |
| 2 | 93.000 shares of Ishares Core S&P Mid-Cap ETF | $19,046 | 2020-02-10 |
| 3 | 102.000 shares of Ishares Core S&P Small-Cap ETF valued at $8,399; and 110.000 shares of SPDR DJ Wil | $12,668 | 2020-02-10 |
| 4 | 385.000 shares of Ishares MSCI EAFE ETF | $26,549 | 2020-02-10 |
| 5 | 565.000 shares of Ishares MSCI Emerging Markets | $24,498 | 2020-02-10 |
| 6 | 3,876.000 shares of Ishares Russell Mid-Cap ETF | $234,460 | 2020-02-10 |
| 7 | 2,135 shares of Apple, Inc. | $263,630 | 2020-12-09 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $3,520 | Amt |
| Net Investment Income | $3,520 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,520 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Book basis adj. for securites received 2020, no tax effect | $396,866 |
| Book basis adj. for securites sold 2020, no tax effect | $143,297 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $4,791 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4,791 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,791 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Advisory Fees | CategoryTxt |
| Amt | $42,742 | Amt |
| Net Investment Income | $42,742 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $42,742 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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 | $1,741 | $1,741 | $1,741 |
| Income Taxes | $12,305 |
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