Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
KITE FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1532 AFT
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PENNINGTON, NJ08534
A Employer identification number

88-1408473
B Telephone number (see instructions)

(888) 866-3275
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$5,107,191J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 3,426,106
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 57,003 56,961  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,111,854
b Gross sales price for all assets on line 6a 2,803,125
7 Capital gain net income (from Part IV, line 2)... 1,111,854
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 4,594,963 1,168,815  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,250 0 0 1,250
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
20,732 12,439   8,293
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,443 1,609   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 24,425 14,048 0 9,543
25 Contributions, gifts, grants paid....... 38,558 38,558
26 Total expenses and disbursements. Add lines 24 and 25 62,983 14,048 0 48,101
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 4,531,980
b Net investment income (if negative, enter -0-) 1,154,767
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 171 892 892
2 Savings and temporary cash investments......... 12,157 52,845 52,845
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 654,537 Click to see attachment
List of Attached Documents:
// Content
2,323,810 		3,383,277
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 315,406 Click to see attachment
List of Attached Documents:
// Content
1,557,866 		1,670,177
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 982,271 3,935,413 5,107,191
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 982,271 3,935,413
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 982,271 3,935,413
30 Total liabilities and net assets/fund balances (see instructions). 982,271 3,935,413
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
982,271
2
Enter amount from Part I, line 27a .....................
2
4,531,980
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
5,514,251
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,578,838
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,935,413
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 4. ABBOTT LABORATORIES   2022-07-20 2023-01-31
b 62. ABBOTT LABORATORIES   2022-07-20 2023-02-21
c 64. ALBEMARLE CORP   2023-05-24 2023-10-18
d 27. ALBEMARLE CORP   2023-06-20 2023-10-18
e 62. ALPHABET INC SHS CL A   2022-07-20 2023-01-06
25. ALPHABET INC SHS CL A   2022-07-20 2023-01-31
41. ALPHABET INC SHS CL A   2022-07-20 2023-04-19
101. ALPHABET INC SHS CL A   2022-07-20 2023-07-12
1167. ALPHABET INC SHS CL A   2015-02-10 2023-11-14
398. ALPHABET INC SHS CL A   2019-02-14 2023-11-14
105. ALPHABET INC SHS CL A   2022-07-20 2023-11-14
39. AMAZON COM INC   2022-07-20 2023-01-06
38. AMAZON COM INC   2022-07-20 2023-01-31
28. AMAZON COM INC   2022-07-20 2023-04-19
752. AMAZON COM INC   2019-02-14 2023-11-14
175. AMAZON COM INC   2022-07-20 2023-11-14
271. AMAZON COM INC   2015-01-23 2023-11-14
6. ANTHEM INC   2022-07-20 2023-01-06
14. ANTHEM INC   2022-07-20 2023-06-20
15. ANTHEM INC   2023-03-07 2023-06-20
1. ANTHEM INC   2023-04-19 2023-06-20
4. APPLE INC   2022-07-20 2023-01-31
41. APPLE INC   2022-07-20 2023-04-19
440. APPLE INC   2016-02-18 2023-11-14
294. APPLE INC   2022-07-20 2023-11-14
60. APPLE INC   2016-02-18 2023-11-14
440. APPLE INC   2016-02-18 2023-11-14
44. APPLE INC   2016-01-13 2023-11-14
96. BRISTOL MYERS SQUIBB CO COM   2022-07-20 2023-02-08
3. BRISTOL MYERS SQUIBB CO COM   2022-11-03 2023-05-12
1. BRISTOL MYERS SQUIBB CO COM   2023-04-19 2023-05-12
156. BRISTOL MYERS SQUIBB CO COM   2023-03-07 2023-05-12
23. BRISTOL MYERS SQUIBB CO COM   2023-01-31 2023-05-12
115. BRISTOL MYERS SQUIBB CO COM   2022-07-20 2023-05-12
1. BROADCOM INC   2022-12-16 2023-01-31
19. BROADCOM INC   2022-12-16 2023-10-02
5. BROADCOM INC   2023-01-06 2023-11-14
135. BROADCOM INC   2019-02-14 2023-11-14
24. BROADCOM INC   2019-06-03 2023-11-14
18. BROADCOM INC   2020-03-10 2023-11-14
1. BROADCOM INC   2023-04-19 2023-11-14
19. BROADCOM INC   2023-03-07 2023-11-14
51. BROADCOM INC   2022-12-16 2023-11-14
14. BROADCOM INC   2022-12-16 2023-12-01
13. CIGNA CORP   2022-07-20 2023-01-06
7. CIGNA CORP   2022-09-26 2023-04-12
39. CIGNA CORP   2023-03-07 2023-04-12
26. CIGNA CORP   2022-07-20 2023-04-12
7. CHEVRON CORP   2022-07-20 2023-01-31
43. CHEVRON CORP   2022-08-04 2023-02-08
75. CHEVRON CORP   2022-07-20 2023-02-08
42. CONOCOPHILLIPS   2022-07-20 2023-01-31
21. CONOCOPHILLIPS   2022-07-20 2023-02-08
141. CONOCOPHILLIPS   2021-06-14 2023-11-14
93. CONOCOPHILLIPS   2022-07-20 2023-11-14
13. DANAHER CORP   2022-07-20 2023-01-06
2. DANAHER CORP   2022-07-20 2023-01-31
39. DANAHER CORP   2022-07-20 2023-07-12
43. DANAHER CORP   2023-03-07 2023-07-12
3. EXXON MOBIL CORPORATION   2023-02-08 2023-04-19
41. FACEBOOK INC   2023-11-14 2023-12-01
8. FACEBOOK INC   2023-11-14 2023-12-11
69. FACEBOOK INC   2023-08-07 2023-12-11
72. FACEBOOK INC   2023-07-12 2023-12-11
98. FRANKLIN FTSE U K ETF   2022-07-20 2023-04-19
19. FRANKLIN TEMPLETON ETF   2022-07-20 2023-04-19
258. GENERAL MOTORS CO   2023-03-07 2023-10-13
95. GENERAL MOTORS CO   2023-04-19 2023-10-13
250. GENERAL MOTORS CO   2023-02-08 2023-10-13
16. HILTON WORLDWIDE HOLDINGS INC   2022-11-11 2023-10-18
56. HILTON WORLDWIDE HOLDINGS INC   2022-07-20 2023-10-18
468. HILTON WORLDWIDE HOLDINGS INC   2020-08-19 2023-11-14
23. HILTON WORLDWIDE HOLDINGS INC   2022-11-11 2023-11-14
1. HONEYWELL INTERNATIONAL INC   2022-07-20 2023-01-31
48. HONEYWELL INTERNATIONAL INC   2022-07-20 2023-02-08
64. HONEYWELL INTERNATIONAL INC   2022-07-20 2023-08-07
238. INTUIT INC   2019-02-14 2023-11-14
926. ISHARES MSCI EUROZONE ETF   2022-07-20 2023-01-31
34. ISHARES MSCI EUROZONE ETF   2022-07-20 2023-04-19
730. ISHARES MSCI PACIFIC EX JAPAN ETF   2022-07-20 2023-01-31
235. ISHARES MSCI SWITZERLAND ETF   2022-07-20 2023-01-31
24. ISHARES MSCI SWITZERLAND ETF   2022-07-20 2023-04-19
103. ISHARES MSCI SWEDEN ETF   2022-07-20 2023-01-31
3. ISHARES MSCI SWEDEN ETF   2022-07-20 2023-04-19
19. ISHARES LATIN AMERICA 40 ETF   2022-07-20 2023-01-31
120. ISHARES LATIN AMERICA 40 ETF   2022-07-20 2023-04-19
675. ISHARES CORE MSCI EMERGING MARKETS ETF   2022-07-20 2023-01-31
230. ISHARES CORE MSCI EMERGING MARKETS ETF   2022-07-20 2023-07-24
144. J P MORGAN CHASE & CO COM   2022-07-20 2023-08-31
7. KRNSHS EMERGING MARKETS   2022-07-20 2023-01-31
206. KRNSHS EMERGING MARKETS   2023-03-07 2023-04-19
185. KRNSHS EMERGING MARKETS   2022-07-20 2023-04-19
185. ELI LILLY & CO   2020-03-10 2023-11-14
20. ELI LILLY & CO   2023-10-11 2023-12-01
28. ELI LILLY & CO   2020-03-10 2023-12-11
59. MARVELL TECH INC   2022-07-20 2023-01-06
33. MARVELL TECH INC   2022-07-20 2023-01-31
57. MARVELL TECH INC   2022-10-05 2023-03-13
164. MARVELL TECH INC   2023-03-07 2023-03-13
106. MARVELL TECH INC   2022-07-20 2023-03-13
141. MC CORMICK & CO INC COMMON NON-VOTING   2023-06-20 2023-10-11
25. MC DONALDS CORPORATION COMMON   2022-11-03 2023-02-08
2. MC DONALDS CORPORATION COMMON   2022-11-03 2023-04-19
22. MICROSOFT CORPORATION   2022-07-20 2023-01-06
13. MICROSOFT CORPORATION   2022-07-20 2023-01-31
28. MICROSOFT CORPORATION   2022-07-20 2023-04-19
19. MICROSOFT CORPORATION   2022-08-04 2023-11-14
121. MICROSOFT CORPORATION   2022-07-20 2023-11-14
257. MICROSOFT CORPORATION   2018-03-06 2023-11-14
15. NEXTERA ENERGY INC   2022-07-20 2023-04-19
9. NEXTERA ENERGY INC   2023-01-31 2023-10-02
183. NEXTERA ENERGY INC   2023-03-07 2023-10-02
116. NEXTERA ENERGY INC   2022-07-20 2023-10-02
11. NEXTERA ENERGY INC   2022-09-26 2023-10-02
32. NEXTERA ENERGY INC   2022-08-04 2023-10-02
4. NIKE INC CL B   2023-01-06 2023-04-19
37. NIKE INC CL B   2023-01-31 2023-05-24
58. NIKE INC CL B   2023-01-06 2023-05-24
9. NIKE INC CL B   2023-01-31 2023-07-12
117. NIKE INC CL B   2023-03-07 2023-07-12
6. NORTHROP GRUMMAN CORP   2023-01-31 2023-08-07
20. NORTHROP GRUMMAN CORP   2023-03-07 2023-08-07
17. NORTHROP GRUMMAN CORP   2022-12-16 2023-08-07
19. NVIDIA CORP   2023-01-31 2023-04-19
84. NUTRIEN LTD   2023-03-07 2023-05-12
85. NUTRIEN LTD   2023-01-31 2023-05-12
21. NUTRIEN LTD   2023-04-19 2023-05-12
2. O'REILLY AUTOMOTIVE INC   2022-12-16 2023-04-19
5. O'REILLY AUTOMOTIVE INC   2022-12-16 2023-08-31
3. O'REILLY AUTOMOTIVE INC   2023-01-06 2023-08-31
75. O'REILLY AUTOMOTIVE INC   2019-02-01 2023-11-14
37. PALO ALTO NETWORKS INC   2022-11-03 2023-08-07
37. PALO ALTO NETWORKS INC   2022-09-14 2023-08-07
1. PALO ALTO NETWORKS INC   2022-11-03 2023-10-18
72. PALO ALTO NETWORKS INC   2023-11-14 2023-12-11
3. PALO ALTO NETWORKS INC   2022-11-03 2023-12-11
70. PROCTER & GAMBLE CO/THE   2022-07-20 2023-02-08
9. PROCTER & GAMBLE CO/THE   2022-07-20 2023-04-19
85. PROCTER & GAMBLE CO/THE   2023-11-14 2023-12-11
5. PROCTER & GAMBLE CO/THE   2023-01-06 2023-12-11
33. PROGRESSIVE CORP OHIO COM   2022-07-20 2023-01-31
25. PROGRESSIVE CORP OHIO COM   2022-07-20 2023-08-24
7. PROLOGIS INC   2022-07-20 2023-01-31
69. SCHLUMBERGER LTD COM   2022-10-05 2023-01-31
76. SCHWAB CHARLES CORP NEW COM   2022-12-16 2023-01-19
36. SCHWAB CHARLES CORP NEW COM   2023-01-06 2023-01-19
20. SCHWAB CHARLES CORP NEW COM   2022-12-21 2023-01-19
1. SERVICENOW INC   2023-01-31 2023-04-19
7. SERVICENOW INC   2023-02-08 2023-10-02
14. SERVICENOW INC   2023-01-31 2023-10-02
8. SERVICENOW INC   2023-02-08 2023-11-14
51. SERVICENOW INC   2023-01-31 2023-11-14
2. STARBUCKS CORP COM   2022-09-14 2023-04-19
32. STARBUCKS CORP COM   2022-10-05 2023-08-24
5. STARBUCKS CORP COM   2023-01-06 2023-08-24
114. STARBUCKS CORP COM   2022-09-14 2023-08-24
6. STARBUCKS CORP COM   2023-02-08 2023-08-24
5. STARBUCKS CORP COM   2023-01-31 2023-08-24
32. STARBUCKS CORP COM   2023-02-08 2023-12-01
194. STARBUCKS CORP COM   2023-03-07 2023-12-01
229. STARBUCKS CORP COM   2023-11-14 2023-12-01
875. TJX COMPANIES INCORPORATED NEW   2016-02-18 2023-11-14
6. THERMO FISHER SCIENTIFIC INC   2022-07-20 2023-01-06
7. THERMO FISHER SCIENTIFIC INC   2022-07-20 2023-01-31
1. THERMO FISHER SCIENTIFIC INC   2022-07-20 2023-04-19
20. THERMO FISHER SCIENTIFIC INC   2015-01-23 2023-11-14
5. THERMO FISHER SCIENTIFIC INC   2022-07-20 2023-11-14
25. THERMO FISHER SCIENTIFIC INC   2023-03-07 2023-11-14
18. THERMO FISHER SCIENTIFIC INC   2022-11-11 2023-11-14
141. 3M CO   2023-08-31 2023-10-02
24. TORONTO DOMINION BANK   2022-07-20 2023-01-31
181. TORONTO DOMINION BANK   2022-07-20 2023-04-12
8. TORONTO DOMINION BANK   2022-07-20 2023-04-19
3. TORONTO DOMINION BANK   2022-07-20 2023-10-18
252. TORONTO DOMINION BANK   2023-03-07 2023-12-01
18. UNION PACIFIC CORP   2022-07-20 2023-02-08
30. UNITEDHEALTH GROUP INC   2023-11-14 2023-12-01
76. VALERO ENERGY CORP - NEW   2023-02-08 2023-04-21
71. VALERO ENERGY CORP - NEW   2023-03-07 2023-04-21
22. VALERO ENERGY CORP - NEW   2023-04-19 2023-04-21
18. VANGUARD SMALL CAP VALUE ETF   2022-07-20 2023-01-31
1. VISA INC   2022-07-20 2023-01-31
2. VISA INC   2022-07-20 2023-04-19
16. VISA INC   2022-07-20 2023-10-18
69. VISA INC   2015-01-23 2023-11-14
78. VISA INC   2022-07-20 2023-11-14
21. VISA INC   2022-08-04 2023-11-14
350. VISA INC   2018-03-28 2023-11-14
10. WALMART INC   2022-07-20 2023-04-19
22. XCEL ENERGY INC COM   2022-07-20 2023-04-19
52. XCEL ENERGY INC COM   2022-07-20 2023-08-07
25. XCEL ENERGY INC COM   2022-07-20 2023-08-23
24. XCEL ENERGY INC COM   2023-01-06 2023-08-23
27. XCEL ENERGY INC COM   2023-01-31 2023-08-23
167. XCEL ENERGY INC COM   2023-03-07 2023-08-23
13. ZOETIS INC   2022-07-20 2023-01-31
3. ZOETIS INC   2022-07-20 2023-04-19
26. ZOETIS INC   2022-07-20 2023-06-20
4. ZOETIS INC   2022-07-20 2023-10-18
32. ZOETIS INC   2022-07-20 2023-11-14
60. ZOETIS INC   2022-11-11 2023-11-14
45. ZOETIS INC   2016-10-07 2023-11-14
82. EATON CORP PLC   2021-02-16 2023-11-14
90. EATON CORP PLC   2022-07-14 2023-11-14
239. EATON CORP PLC   2020-12-18 2023-11-14
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 437   433 4
b 6,432   6,705 -273
c 9,917   13,576 -3,659
d 4,184   6,261 -2,077
e 5,326   7,139 -1,813
2,433   2,879 -446
4,276   4,721 -445
12,005   11,630 375
157,135   31,246 125,889
53,590   22,411 31,179
14,138   12,091 2,047
3,242   4,771 -1,529
3,898   4,649 -751
2,903   3,426 -523
109,900   60,661 49,239
25,575   21,410 4,165
39,605   4,232 35,373
2,823   2,753 70
6,126   6,423 -297
6,564   7,017 -453
438   465 -27
571   613 -42
6,869   6,278 591
82,680   10,641 72,039
55,245   45,020 10,225
11,275   1,451 9,824
82,680   10,641 72,039
8,268   1,102 7,166
7,021   7,028 -7
204   232 -28
68   70 -2
10,596   10,609 -13
1,562   1,657 -95
7,811   8,419 -608
584   557 27
15,726   10,585 5,141
4,869   2,865 2,004
131,457   37,703 93,754
23,370   6,173 17,197
17,528   4,436 13,092
974   632 342
18,501   11,894 6,607
49,662   28,142 21,520
12,914   7,725 5,189
3,923   3,483 440
1,842   1,939 -97
10,264   11,003 -739
6,843   6,966 -123
1,204   1,013 191
7,422   6,601 821
12,945   10,850 2,095
5,052   3,727 1,325
2,355   1,863 492
16,315   8,489 7,826
10,761   8,252 2,509
3,188   3,349 -161
523   515 8
9,326   10,046 -720
10,282   10,565 -283
349   346 3
13,345   13,799 -454
2,636   2,692 -56
22,737   21,622 1,115
23,725   21,720 2,005
2,475   2,170 305
609   581 28
7,743   10,240 -2,497
2,851   3,280 -429
7,503   10,445 -2,942
2,430   2,250 180
8,504   6,885 1,619
78,303   39,842 38,461
3,848   3,234 614
206   178 28
9,748   8,541 1,207
12,129   11,388 741
132,187   54,756 77,431
40,653   33,892 6,761
1,576   1,244 332
33,988   30,572 3,416
10,500   9,837 663
1,134   1,005 129
3,567   3,301 266
109   96 13
483   413 70
2,950   2,609 341
34,098   32,592 1,506
11,730   11,106 624
21,274   16,430 4,844
113   111 2
3,045   3,090 -45
2,734   2,943 -209
113,416   25,210 88,206
11,846   12,073 -227
16,800   3,816 12,984
2,030   3,134 -1,104
1,383   1,753 -370
2,130   2,645 -515
6,128   6,758 -630
3,961   5,631 -1,670
8,734   13,247 -4,513
6,641   6,733 -92
582   539 43
4,877   5,793 -916
3,176   3,423 -247
8,055   7,373 682
7,023   5,329 1,694
44,722   31,864 12,858
94,989   23,951 71,038
1,184   1,185 -1
505   667 -162
10,262   13,497 -3,235
6,505   9,163 -2,658
617   907 -290
1,795   2,790 -995
503   491 12
3,993   4,676 -683
6,259   7,124 -865
973   1,137 -164
12,652   13,979 -1,327
2,603   2,631 -28
8,677   9,448 -771
7,376   8,948 -1,572
5,260   3,627 1,633
4,955   6,672 -1,717
5,014   6,863 -1,849
1,239   1,531 -292
1,804   1,614 190
4,723   4,034 689
2,834   2,552 282
73,708   25,818 47,890
7,986   5,601 2,385
7,986   6,797 1,189
265   151 114
21,449   18,729 2,720
894   454 440
9,744   9,982 -238
1,360   1,283 77
12,384   12,952 -568
728   765 -37
4,484   3,663 821
3,305   2,775 530
896   883 13
3,904   2,771 1,133
5,830   5,858 -28
2,761   3,024 -263
1,534   1,619 -85
474   445 29
3,883   3,262 621
7,766   6,236 1,530
5,226   3,728 1,498
33,313   22,926 10,387
215   180 35
3,043   2,824 219
476   530 -54
10,842   10,232 610
571   638 -67
476   540 -64
3,136   3,405 -269
19,011   20,070 -1,059
22,441   24,173 -1,732
81,147   31,414 49,733
3,183   3,255 -72
3,915   3,797 118
578   542 36
9,196   2,517 6,679
2,299   2,712 -413
11,495   13,794 -2,299
8,276   9,546 -1,270
13,062   15,228 -2,166
1,629   1,524 105
10,954   11,492 -538
499   508 -9
177   190 -13
15,309   16,026 -717
3,767   3,882 -115
16,512   16,231 281
9,179   10,382 -1,203
8,575   9,703 -1,128
2,657   2,710 -53
3,061   2,825 236
229   213 16
465   426 39
3,811   3,407 404
17,075   4,474 12,601
19,303   16,611 2,692
5,197   4,438 759
86,614   41,141 45,473
1,502   1,307 195
1,551   1,499 52
3,143   3,543 -400
1,447   1,703 -256
1,389   1,708 -319
1,563   1,832 -269
9,668   10,658 -990
2,130   2,300 -170
525   531 -6
4,397   4,601 -204
684   708 -24
5,552   5,662 -110
10,411   8,655 1,756
7,808   2,328 5,480
18,734   10,267 8,467
20,561   11,233 9,328
54,602   27,383 27,219
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
      68
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       4
b       -273
c       -3,659
d       -2,077
e       -1,813
      -446
      -445
      375
      125,889
      31,179
      2,047
      -1,529
      -751
      -523
      49,239
      4,165
      35,373
      70
      -297
      -453
      -27
      -42
      591
      72,039
      10,225
      9,824
      72,039
      7,166
      -7
      -28
      -2
      -13
      -95
      -608
      27
      5,141
      2,004
      93,754
      17,197
      13,092
      342
      6,607
      21,520
      5,189
      440
      -97
      -739
      -123
      191
      821
      2,095
      1,325
      492
      7,826
      2,509
      -161
      8
      -720
      -283
      3
      -454
      -56
      1,115
      2,005
      305
      28
      -2,497
      -429
      -2,942
      180
      1,619
      38,461
      614
      28
      1,207
      741
      77,431
      6,761
      332
      3,416
      663
      129
      266
      13
      70
      341
      1,506
      624
      4,844
      2
      -45
      -209
      88,206
      -227
      12,984
      -1,104
      -370
      -515
      -630
      -1,670
      -4,513
      -92
      43
      -916
      -247
      682
      1,694
      12,858
      71,038
      -1
      -162
      -3,235
      -2,658
      -290
      -995
      12
      -683
      -865
      -164
      -1,327
      -28
      -771
      -1,572
      1,633
      -1,717
      -1,849
      -292
      190
      689
      282
      47,890
      2,385
      1,189
      114
      2,720
      440
      -238
      77
      -568
      -37
      821
      530
      13
      1,133
      -28
      -263
      -85
      29
      621
      1,530
      1,498
      10,387
      35
      219
      -54
      610
      -67
      -64
      -269
      -1,059
      -1,732
      49,733
      -72
      118
      36
      6,679
      -413
      -2,299
      -1,270
      -2,166
      105
      -538
      -9
      -13
      -717
      -115
      281
      -1,203
      -1,128
      -53
      236
      16
      39
      404
      12,601
      2,692
      759
      45,473
      195
      52
      -400
      -256
      -319
      -269
      -990
      -170
      -6
      -204
      -24
      -110
      1,756
      5,480
      8,467
      9,328
      27,219
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,111,854
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 16,051
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 16,051
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 16,051
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 750
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 750
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 1
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 15,302
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowTX
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
Yes
 
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrow   Telephone no.right arrow

Located atright arrow ZIP+4right arrow  
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
THOMAS O KITE JR PRESIDENT & BOARD MEMBER
1 		0    
6 NOB HILL CIR
W LAKE HILLS,TX787463650
STEPHANIE KITE JONES SECRETARY & BOARD MEMBER
1 		0    
3783 POE DR
VESTAVIA,AL352232894
PAUL C KITE BOARD MEMBER
1 		0    
192 32ND ST APT 2
BROOKLYN,NY11232
DAVID T KITE BOARD MEMBER
1 		0    
2570 MORNING DOVE LANE
CHARLESTON,SC29414
SANDRA SUE JONES BOARD MEMBER
1 		0    
6 NOB HILL CIR
W LAKE HILLS,TX787463650
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
2,415,265
b
Average of monthly cash balances.......................
1b
19,306
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,434,571
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
2,434,571
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
36,519
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,398,052
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
119,903
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
119,903
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
16,051
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
16,051
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
103,852
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
103,852
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
103,852
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
48,101
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
48,101
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 103,852
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 38,558
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 0
b From 2019...... 0
c From 2020...... 0
d From 2021...... 0
e From 2022...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 48,101
a Applied to 2022, but not more than line 2a 38,558
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 9,543
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		94,309
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019.... 0
b Excess from 2020.... 0
c Excess from 2021.... 0
d Excess from 2022.... 0
e Excess from 2023.... 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

DELL CHILDREN'S MEDICAL CENTER FDN

4900 MUELLER BLVD
AUSTIN,TX78723 		N/A PC UNRESTRICTED GENERAL 13,558

FIRST TEE GREATER AUSTIN

5501 ED BLUESTEIN BLVD
AUSTIN,TX78723 		N/A PC UNRESTRICTED GENERAL 25,000
Total .................................right arrow 3a 38,558
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 57,003  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 1,111,854  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   1,168,857  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,168,857
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
KITE FAMILY FOUNDATION
 
Employer identification number

88-1408473
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
KITE FAMILY FOUNDATION
  		Employer identification number
88-1408473
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
THOMAS O kITE JR
6 NOB HILL CIR
 
W LAKE HILLS, TX787463650

$ 1,000,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
THOMAS O kITE JR
6 NOB HILL CIR
 
W LAKE HILLS, TX787463650

$ 88,599


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
THOMAS O kITE JR
6 NOB HILL CIR
 
W LAKE HILLS, TX787463650

$ 77,997


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
4
THOMAS O kITE JR
6 NOB HILL CIR
 
W LAKE HILLS, TX787463650

$ 182,734


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
5
THOMAS O kITE JR
6 NOB HILL CIR
 
W LAKE HILLS, TX787463650

$ 152,847


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
6
THOMAS O kITE JR
6 NOB HILL CIR
 
W LAKE HILLS, TX787463650

$ 58,724


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
KITE FAMILY FOUNDATION
  		Employer identification number
88-1408473
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
7
THOMAS O kITE JR
6 NOB HILL CIR
 
W LAKE HILLS, TX787463650

$ 80,394


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
8
THOMAS O kITE JR
6 NOB HILL CIR
 
W LAKE HILLS, TX787463650

$ 122,032


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
9
THOMAS O kITE JR
6 NOB HILL CIR
 
W LAKE HILLS, TX787463650

$ 152,447


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
10
THOMAS O kITE JR
6 NOB HILL CIR
 
W LAKE CIR, TX787463650

$ 197,208


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
11
THOMAS O kITE JR
6 NOB HILL CIR
 
W LAKE HILLS, TX787463650

$ 84,272


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
12
THOMAS O kITE JR
6 NOB HILL CIR
 
W LAKE HILLS, TX787463650

$ 78,243


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
KITE FAMILY FOUNDATION
  		Employer identification number
88-1408473
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
13
THOMAS O kITE JR
6 NOB HILL CIR
 
W LAKE HILLS, TX787463650

$ 42,061


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
14
THOMAS O kITE JR
6 NOB HILL CIR
 
W LAKE HILLS, TX787463650

$ 81,979


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
15
THOMAS O kITE JR
6 NOB HILL CIR
 
W LAKE HILLS, TX787463650

$ 49,667


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
16
THOMAS O kITE JR
6 NOB HILL CIR
 
W LAKE HILLS, TX787463650

$ 95,181


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
17
THOMAS O kITE JR
6 NOB HILL CIR
 
W LAKE HILLS, TX787463650

$ 54,316


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
18
THOMAS O kITE JR
6 NOB HILL CIR
 
W LAKE HILLS, TX787463650

$ 146,187


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
KITE FAMILY FOUNDATION
  		Employer identification number
88-1408473
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
19
THOMAS O kITE JR
6 NOB HILL CIR
 
W LAKE HILLS, TX787463650

$ 86,355


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
20
THOMAS O kITE JR
6 NOB HILL CIR
 
W LAKE HILLS, TX787463650

$ 56,376


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
21
THOMAS O kITE JR
6 NOB HILL CIR
 
W LAKE HILLS, TX787463650

$ 84,058


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
22
THOMAS O kITE JR
6 NOB HILL CIR
 
W LAKE HILLS, TX787463650

$ 53,721


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
23
THOMAS O kITE JR
6 NOB HILL CIR
 
W LAKE HILLS, TX787463650

$ 65,736


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
24
THOMAS O kITE JR
6 KNOB HILL CIR
 
W LAKE HILLS, TX787463650

$ 55,142


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
KITE FAMILY FOUNDATION
  		Employer identification number
88-1408473
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
25
THOMAS O kITE JR
6 NOB HILL CIR
 
W LAKE HILLS, TX787463650

$ 51,921


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
26
THOMAS O kITE JR
6 NOB HILL CIR
 
W LAKE HILLS, TX787463650

$ 227,909


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
KITE FAMILY FOUNDATION
  		Employer identification number

88-1408473
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 700 SHS AMAZON COM $ 88,599 2023-10-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
3
 333 SHS VISA INC $ 77,997 2023-10-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
4
 1050 SHS APPLE INC $ 182,734 2023-10-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
5
 177 SHS BROADCOM INC $ 152,847 2023-10-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
6
 105 SHS COSTCO CORP $ 58,724 2023-10-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
7
 411 SHS EATON CORP PLC $ 80,394 2023-10-20
Schedule B (Form 990) (2023)
Name of organization
KITE FAMILY FOUNDATION
  		Employer identification number

88-1408473
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
8
 238 SHS INTUIT INC $ 122,032 2023-10-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
9
 259 SHS ELI LILLY $ 152,447 2023-10-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
10
 600 SHS MICROSOFT CORP $ 197,208 2023-10-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
11
 93 SHS O'REILLY AUTOMOTIVE $ 84,272 2023-10-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
12
 875 SHS TJX COMPANIES $ 78,243 2023-10-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
13
 90 SHS THERO FISHER SCIENTIFIC $ 42,061 2023-10-20
Schedule B (Form 990) (2023)
Name of organization
KITE FAMILY FOUNDATION
  		Employer identification number

88-1408473
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
14
 350 SHS VISA INC $ 81,979 2023-10-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
15
 298 SHS ZOETIS INC $ 49,667 2023-10-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
16
 752 SHS AMAZON COM $ 95,181 2023-10-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
17
 398 SHS ALPHABET CL A $ 54,316 2023-10-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
18
 840 SHS APPLE INC $ 146,187 2023-10-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
19
 100 SHS BROADCOM INC $ 86,355 2023-10-20
Schedule B (Form 990) (2023)
Name of organization
KITE FAMILY FOUNDATION
  		Employer identification number

88-1408473
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
20
 450 SHS CONOCO PHILLIPS $ 56,376 2023-10-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
21
 565 SHS HILTON WORLD WIDE HOLDINGS $ 84,058 2023-10-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
22
 374 SHS JP MORGAN CHASE $ 53,721 2023-10-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
23
 200 SHS MICROSOFT CORP $ 65,736 2023-10-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
24
 132 SHS NVIDIA CORP $ 55,142 2023-10-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
25
 95 SHS SERVICE NOW INC $ 51,921 2023-10-20
Schedule B (Form 990) (2023)
Name of organization
KITE FAMILY FOUNDATION
  		Employer identification number

88-1408473
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
26
 1670 SHS ALPHABET INC CL A $ 227,909 2023-10-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
KITE FAMILY FOUNDATION
  		Employer identification number

88-1408473
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
KITE FAMILY FOUNDATION
EIN:
88-1408473
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE 1,250     1,250

TY 2023 InvestmentsCorpStockSchedule
Name:
KITE FAMILY FOUNDATION
EIN:
88-1408473
Name of Stock End of Year Book Value End of Year Fair Market Value
002824100 ABBOTT LABORATORIES    
46625H100 J P MORGAN CHASE & C 83,526 114,307
573874104 MARVELL TECH INC    
907818108 UNION PACIFIC CORP 77,659 88,423
98978V103 ZOETIS INC 46,244 87,435
931142103 WAL MART STORES INC 72,515 75,199
594918104 MICROSOFT CORP COM 98,792 279,398
806857108 SCHLUMBERGER LTD 45,265 45,847
891160509 TORONTO-DOMINION BAN 33,009 34,378
023135106 AMAZON COM INC 28,027 99,825
02079K305 ALPHABET INC SHS 44,410 116,082
22160K105 COSTCO WHSL CORP NEW 72,468 143,237
235851102 DANAHER CORP    
65339F101 NEXTERA ENERGY INC    
697435105 PALO ALTO NETWORKS I 21,173 32,437
742718109 PROCTER & GAMBLE CO/ 32,625 32,972
743315103 PROGRESSIVE CORP/THE 71,729 79,640
855244109 STARBUCKS CORP    
98389B100 XCEL ENERGY INC    
037833100 APPLE INC 65,242 229,688
09247X101 BLACKROCK INC 76,003 87,674
125523100 CIGNA CORP    
437076102 HOME DEPOT INC/THE 63,390 72,429
808513105 CHARLES SCHWAB CORP/    
92826C839 VISA INC 44,814 101,016
74340W103 PROLOGIS INC 78,864 90,911
11135F101 BROADCOM INC 19,313 39,069
43300A203 HILTON WORLDWIDE HOL 38,474 52,078
580135101 MC DONALDS CORPORATI 63,804 69,976
67103H107 O'REILLY AUTOMOTIVE 18,574 31,353
701094104 PARKER-HANNIFIN CORP 83,581 102,736
097023105 BOEING CO/THE 80,803 100,354
110122108 BRISTOL-MYERS SQUIBB    
438516106 HONEYWELL INTERNATIO 32,316 35,231
166764100 CHEVRONTEXACO CORP    
20825C104 CONOCOPHILLIPS 29,986 48,169
666807102 NORTHROP GRUMMAN COR    
883556102 THERMO FISHER SCIENT 8,708 37,155
036752103 ANTHEM INC    
032095101 AMPHENOL CORP 64,579 69,589
101137107 BOSTON SCIENTIFIC CO 76,612 85,501
30231G102 EXXON MOBIL CORP 99,632 92,082
49177J102 KENVUE INC 68,019 70,877
532457108 ELI LILLY & CO 33,705 63,538
64110L106 NETFLIX COM INC 81,283 87,638
67066G104 NVIDIA CORP 53,315 127,272
778296103 ROSS STORES INC 31,193 35,428
78409V104 S&P GLOBAL INC 79,371 85,901
81762P102 SERVICENOW INC 47,507 67,117
88160R101 TESLA MTRS INC 48,553 50,441
911363109 UNITED RENTALS INC 49,087 58,489
91324P102 UNITEDHEALTH GROUP I 93,031 93,185
95040Q104 WELLTOWER INC 21,274 23,174
N3167Y103 FERRARI NV 45,335 46,026

TY 2023 InvestmentsOtherSchedule2
Name:
KITE FAMILY FOUNDATION
EIN:
88-1408473
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
35473P744 FRANKLIN TEMPLETON E AT COST 134,092 145,100
922908611 VANGUARD SMALL-CAP V AT COST 163,680 181,410
35473P678 FRANKLIN FTSE U K ET AT COST 240,791 255,549
464286749 ISHARES MSCI SWITZER AT COST 42,401 47,015
464286665 ISHARES MSCI PACIFIC      
464287390 ISHARES LATIN AMERIC AT COST 19,636 22,405
500767876 KRNSHS EMERGING MARK      
35473P827 FRANKLIN TEMPLETON E AT COST 112,783 121,392
464286756 ISHARES MSCI SWEDEN AT COST 13,991 16,183
46434G103 ISHARES CORE MSCI EM AT COST 69,183 71,773
922908595 VANGUARD SMALL-CAP G AT COST 165,539 185,679
464286608 ISHARES MSCI EUROZON AT COST 146,261 162,292
464286533 ISHARES EDGE MSCI MI AT COST 49,079 50,198
46641Q233 J.P. MORGAN EXCHANGE AT COST 400,430 411,181

TY 2023 OtherDecreasesSchedule
Name:
KITE FAMILY FOUNDATION
EIN:
88-1408473
Description Amount
INCOME ADJUSTMENT 140
FMV TO COST ADJUSTMENT 1,578,698


TY 2023 OtherProfessionalFeesSchedule
Name:
KITE FAMILY FOUNDATION
EIN:
88-1408473
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 20,732 12,439   8,293


TY 2023 TaxesSchedule
Name:
KITE FAMILY FOUNDATION
EIN:
88-1408473
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 1,190 1,190   0
EXCISE TAX - PRIOR YEAR 84 0   0
EXCISE TAX ESTIMATES 750 0   0
FOREIGN TAXES ON NONQUALIFIED 419 419   0