CAESAR KLEBERG FOUNDATION FOR WILDLIFE CONSERVATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CAESAR KLEBERG FOUNDATION FOR WILDLIFE CONSERVATION (EIN 74-6038766)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202333199349108928
- 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
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T17:13:12-08:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 461840150 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASEL & ASSOCIATES PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4725 COLLEGE PARK STE 200 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78249 | 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 | 746038766 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAESAR KLEBERG FOUNDATION FOR WILDLIFE | BusinessNameLine1Txt |
| Business Name Line2 | CONSERVATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CAES | BusinessNameControlTxt |
| Phone | 3615927174 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1555 | AddressLine1Txt |
| City | KINGSVILLE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78363 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN J KLEBERG | PersonNm |
| Person Title | Trustee | 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 | STEPHEN J | PersonFirstNm |
| Person Last | KLEBERG | 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 | JOHN C ASEL CPA | PreparerPersonNm |
| PTIN | P00201377 | PTIN |
| Phone | 2105445665 | PhoneNum |
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 | 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 | $71,239,568 | 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 | $20,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $119,703 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $119,703 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,417,877 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,417,877 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,934,248 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,601,876 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,934,248 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $383,323 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $383,323 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,875,151 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,855,151 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $160,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $160,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $209 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $105 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $104 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,959 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,490 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,469 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $332,981 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $326,974 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $6,007 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $69,887 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $21,051 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,057 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $1,057 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $574,093 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $350,620 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $174,637 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,435,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,435,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,009,593 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $350,620 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,610,137 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$134,442 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,504,531 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $627,528 | CashBOYAmt |
| Cash EOY | $200,768 | CashEOYAmt |
| Cash EOYFMV | $200,768 | CashEOYFMVAmt |
| Corporate Stock BOY | $59,241,806 | CorporateStockBOYAmt |
| Corporate Stock EOY | $59,573,092 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $70,459,996 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOYFMV | $543,893 | LandBldgInvestmentsEOYFMVAmt |
| Other Assets BOY | $19,764 | OtherAssetsBOYAmt |
| Other Assets EOY | $34,911 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $34,911 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $59,889,098 | TotalAssetsBOYAmt |
| Total Assets EOY | $59,808,771 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $71,239,568 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $11,753 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $19,072 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $11,753 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $19,072 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $59,877,345 | CapitalStockBOYAmt |
| Capital Stock EOY | $59,789,699 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $59,877,345 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $59,789,699 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $59,889,098 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $59,808,771 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $59,877,345 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$134,442 | ExcessRevenueOverExpensesAmt |
| Other Increases | $46,796 | OtherIncreasesAmt |
| Subtotal | $59,789,699 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $59,789,699 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - FROST 935 | P | 2021-01-01 | 2022-12-31 | $3,757,082 | $2,325,964 | $1,431,118 | $1,431,118 |
| PUBLICLY TRADED SECURITIES - STEPHENS | P | 2021-01-01 | 2022-12-31 | $984,253 | $792,202 | $192,051 | $192,051 |
| PUBLICLY TRADED SECURITIES - NUANCE | P | 2021-01-01 | 2022-12-31 | $2,503,447 | $2,318,623 | $184,824 | $184,824 |
| THORNBURG NET CAP GAINS/(LOSS) | P | 2022-01-01 | 2022-12-31 | $999,955 | $1,209,571 | -$209,616 | -$209,616 |
| GOLDMAN SACHS - NET GAIN/LOSS | P | 2021-01-01 | 2022-12-31 | $25,852 | $25,852 | $25,852 | |
| JONES LANG LASALLE #4750 NET CAP G/L | P | 2021-01-01 | 2022-12-31 | $16,123 | -$16,123 | -$16,123 | |
| FEEDER LIVE OAK VENTURE PARTNERS GAIN/(L | P | 2021-01-01 | 2022-12-31 | $331,287 | $331,287 | $331,287 | |
| LIVE OAK VENTURE PARTNERS GAIN/(LOSS) | P | 2021-01-01 | 2022-12-31 | $3,878 | -$3,878 | -$3,878 | |
| LIVEOAK VENTURE PARTNERS II | P | 2021-01-01 | 2022-12-31 | $1 | -$1 | -$1 | |
| BESSEMBER TRUST NET GAIN/(LOSS) | P | 2021-01-01 | 2022-12-31 | $1,030 | -$1,030 | -$1,030 | |
| STMM FB893 - NET GAIN/LOSS | P | 2021-01-01 | 2022-12-31 | $236 | -$236 | -$236 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,934,248 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $48,713 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $48,713 | SubtotalAmt |
| Tax Based On Investment Income | $48,713 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $29,764 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $30,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $59,764 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $123 | EsPenaltyAmt |
| Overpayment | $10,928 | OverpaymentAmt |
| Applied To ES Tax | $10,928 | 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 | false | 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 | HILARI MARTIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3615928501 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX DRAWER 911 | AddressLine1Txt |
| City | KINGSVILLE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78364 | 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 | Yes (true) | 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 |
|---|---|---|---|---|---|---|
| STEPHEN J KLEBERG | ||||||
| PO BOX 1555 | KINGSVILLE | TX | 78363 | TRUSTEE | 4.00 | $60,000 |
| CHRIS KLEBERG | ||||||
| 121 LAFAYETTE | SAN ANTONIO | TX | 78209 | TRUSTEE | 4.00 | $50,000 |
| ROBERT J KLEBERG | ||||||
| 1250 NE LOOP 410 SUITE 125 | SAN ANTONIO | TX | 78209 | Trustee | 4.00 | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| LUTHER KING CAPITAL MANAGEMENT | |||||
| 301 COMMERCE STREET SUITE 1600 | FORT WORTH | TX | 76102 | INVESTMENT MGT | $141,100 |
| SOUTH TEXAS MONEY MANAGEMENT LTD | |||||
| 100 W OLMOS DRIVE SUITE 101 | SAN ANTONIO | TX | 78212 | INVESTMENT MGT | $93,930 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $76,340,111 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $604,619 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $578,804 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $77,523,534 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $77,523,534 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,162,853 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $76,360,681 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,818,034 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,818,034 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $48,713 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $48,713 | TotalTaxAmt |
| Distributable Before Adj | $3,769,321 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,769,321 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,769,321 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,610,137 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $3,610,137 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,769,321 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,485,404 | UndistributedIncomePYAmt |
| Qualifying Distributions | $3,610,137 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,485,404 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $124,733 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $3,644,588 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | STEPHEN J KLEBERG TRUSTEE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1555 | AddressLine1Txt |
| City | KINGSVILLE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78363 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3615928501 | RecipientPhoneNum |
| Recipient Email Address | N/A | RecipientEmailAddressTxt |
| Form And Info And Materials | SEE STATEMENT 14 | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE STATEMENT 14 | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE STATEMENT 14 | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| TEXAS AM UNIVERSITY KINGSVILLE FDN | |||||||
| 700 UNIVERSITY BLVD MSC 128 | KINGSVILLE | TX | 78363 | NONE | EOF | CHARITABLE PURPOSES | $3,233,500 |
| SAN DIEGO ZOO GLOBAL | |||||||
| 15600 SAN PASQUAL VALLEY ROAD | ESCONDIDO | CA | 92027 | NONE | PC | CHARITABLE PURPOSES | $87,000 |
| COASTAL BEND COMMUNITY FOUNDATION | |||||||
| 555 N CARANCAHUA ST SUITE 900 | CORPUS CHRISTI | TX | 78401 | NONE | PC | CHARITABLE PURPOSES | $10,000 |
| KING HIGH HISTORICAL FOUNDATION | |||||||
| PO BOX 911 | KINGSVILLE | TX | 78364 | NONE | PC | CHARITABLE PURPOSES | $45,000 |
| SOUTH PADRE BIRDING AND NATURE CENT | |||||||
| 6801 PADRE BLVD | SOUTH PADRE ISLAND | TX | 78597 | NONE | PC | CHARITABLE PURPOSES | $20,000 |
| THE FOREVER FOUNDATION FOR TEXAS | |||||||
| 6644 FM 1102 | NEW BRAUNFELS | TX | 78132 | NONE | PC | CHARITABLE PURPOSES | $10,000 |
| TEXAS FOUNDATION FOR CONSERVATION | |||||||
| PO BOX 300621 | AUSTIN | TX | 78703 | NONE | PC | CHARITABLE PURPOSES | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,435,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $119,703 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,417,877 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,934,248 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| ABACO OPERATING, LLC | 15 | $4,779 |
| EXXON MOBIL ROYALTIES | 15 | $326,852 |
| HEADINGTON ROYALTIES | 15 | $30,962 |
| OTHER INVESTMENT INCOME | 18 | $20,730 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,855,151 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,855,151 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUTHER KING CAPITAL MANAGEMENT | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 COMMERCE STREET STE 1600 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $20,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ASEL & ASSOCIATES | CategoryTxt |
| Amt | $9,959 | Amt |
| Net Investment Income | $2,490 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $7,469 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE STATEMENT #15 | StockNm |
| EOY Book Value | $59,573,092 | EOYBookValueAmt |
| EOYFMV | $70,459,996 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MICHAEL J. KRUEGER | CategoryTxt |
| Legal Fees | $209 | LegalFeesAmt |
| Net Investment Income | $105 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $104 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM BESSEMER | Desc |
| EOY Book Value | $34,911 | EOYBookValueAmt |
| EOYFMV | $34,911 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS EXPENSE | Desc |
| Revenue And Expenses Per Books | $1,057 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $1,057 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ABACO OPERATING, LLC | $4,779 | $4,779 |
| EXXON MOBIL ROYALTIES | $326,852 | $326,852 |
| HEADINGTON ROYALTIES | $30,962 | $30,962 |
| OTHER INVESTMENT INCOME | $20,730 | $20,730 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECTION 1202 GAIN | Desc |
| Amt | $46,796 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DUE TO BESSEMER | $11,753 | $19,072 |
| ACCRUED EXCISE TAX |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (10 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK FEES | $15 | $8 | $0 | $7 |
| BESSEMER TRUST - INV FEES | $1,470 | $1,470 | $0 | $0 |
| BROOKWOOD PROPERTIES - INV FEES | $605 | $605 | $0 | $0 |
| KFNB BANK FEES | $12,000 | $6,000 | $0 | $6,000 |
| LIVEOAK VENTURE PARTNER - INV FEES | $6,993 | $6,993 | $0 | $0 |
| LIVEOAK VENTURE PARTNERS II - INV FEES | $16,022 | $16,022 | $0 | $0 |
| LUTHER KING - INV FEES | $141,100 | $141,100 | $0 | $0 |
| NUANCE - INV FEES | $23,328 | $23,328 | $0 | $0 |
| SOUTH TEXAS MONEY MGMT - INV FEES | $93,930 | $93,930 | $0 | $0 |
| STEPHENS MIDCAP - INV FEES | $37,518 | $37,518 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| AD VALOREM TAXES | $14,624 | $14,624 |
| FEDERAL EXCISE TAX | $48,836 | |
| FOREIGN TAXES | $28,456 | $28,456 |
| ROYALTY PRODUCTION TAXES | $22,029 | -$22,029 |