Civic Intelligence

Kate Marmion Charitable Foundation

990PF • Fiscal year 2023 • EIN 26-3209975

Aug 01, 2022 to Jul 31, 2023 • Filed on Dec 15, 2023

Organization Profile
153 Treeline Suite 200San Antonio, TX 78209

(210) 886-8496

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$323,606,019

Up $279,666,456 (+636%) from 2022

Net Assets

Up

$323,606,019

Up $279,666,456 (+636%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses

Revenue

Up

$281,468,214

Up $264,316,653 (+1541%) from 2022

Expenses

Down

$1,801,758

Down $225,868 (-11%) from 2022

Net Income

Up

$279,666,456

Up $264,542,521 (+1749%) from 2022

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800M$600M$400M$200M$0Assets 2018: $2,744,263Liabilities 2018: $0Net Assets 2018: $2,744,2632018Assets 2019: $2,573,453Liabilities 2019: $0Net Assets 2019: $2,573,4532019Assets 2020: $2,410,409Liabilities 2020: $0Net Assets 2020: $2,410,4092020Assets 2021: $28,815,628Liabilities 2021: $0Net Assets 2021: $28,815,6282021Assets 2022: $43,939,563Liabilities 2022: $0Net Assets 2022: $43,939,5632022Assets 2023: $323,606,019Liabilities 2023: $0Net Assets 2023: $323,606,0192023Assets 2023: $373,403,950Liabilities 2023: $0Net Assets 2023: $373,403,9502023Assets 2024: $636,801,755Liabilities 2024: $0Net Assets 2024: $636,801,7552024Assets 2025: $662,977,816Liabilities 2025: $0Net Assets 2025: $662,977,8162025

Highlighted filing

2023

Assets$323,606,019
Liabilities$0
Net Assets$323,606,019
Open 2023 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400M$300M$200M$100M$0-$100MRevenue 2018: $159,464Expenses 2018: $179,631Net Income 2018: -$20,1672018Revenue 2019: $158,448Expenses 2019: $329,258Net Income 2019: -$170,8102019Revenue 2020: $127,125Expenses 2020: $290,169Net Income 2020: -$163,0442020Revenue 2021: $27,064,639Expenses 2021: $659,420Net Income 2021: $26,405,2192021Revenue 2022: $17,151,561Expenses 2022: $2,027,626Net Income 2022: $15,123,9352022Revenue 2023: $281,468,214Expenses 2023: $1,801,758Net Income 2023: $279,666,4562023Revenue 2023: $331,266,145Expenses 2023: $1,801,758Net Income 2023: $329,464,3872023Revenue 2024: $267,112,129Expenses 2024: $3,714,324Net Income 2024: $263,397,8052024Revenue 2025: $62,109,175Expenses 2025: $35,913,114Net Income 2025: $26,196,0612025

Highlighted filing

2023

Revenue$281,468,214
Expenses$1,801,758
Net Income$279,666,456
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2022 to Jul 31, 2023
Signed
Dec 15, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Carol KothmannSecretary-$0--
Dolph Briscoe IVPresident/PT$0--
Barbara WoodmanVice President-$0--
James Leigh BriscoeTreasurer-$0--
Ken De SilvaDirector-$0--
Donato Ramos JrDirector-$0--
Filing and Contact Details

Filer

Filer Name
Kate Marmion Charitable Foundation
EIN
26-3209975
Phone
2108868496
Address
153 TREELINE SUITE 200, SAN ANTONIO, TX 78209

Signing Officer

Name
Dolph Briscoe IV
Title
President
Signed
2023-12-15
Discuss with paid preparer
Yes

Preparer

Firm
Coleman Horton & Company Llp
Address
400 E NOPAL STREET, UVALDE, TX 78801
Preparer
Deborah V Mcdonaldcpa
Phone
8302786276
Raw XML Appendix335 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt011398
CashDeemedCharitableExplnStmt/ShortExplanationTxt0Qualifying dsitributions in the amount of $1,495,319 were made subsequent to year-end and prior to fiing the organization's Form 990-PF.
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Carol Kothmann
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Dolph Briscoe IV
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Barbara Woodman
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3James Leigh Briscoe
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Ken De Silva
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Donato Ramos Jr
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO Box 389 200 E Nopal St
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO Box 390
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4153 Treeline Suite 200
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Dolph Briscoe IV President
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0The making of grants, loans or other distributions is restricted to qualified organizations or individuals exclusiviely for charitable purposes, specifically to programs in the following areas: children's interests; education; agriculture; and Western American history, culture, art, and literature; with particular emphasis on programs in Uvalde, Texas, San Antonio, Texas, and surrounding areas. These include:1. Children's Interests. To benefit children, with special enphasis on education.2. Agriculture. To promote agriculature, animal husbandary, and preservation of open space native ranch land.3. Western American History, Culture, Art and Literature. To (a) support the visualand literary arts with emphsis on Western art, educational programs, events, andexhibits; and (b) educate the community on Southwestern American history, culture, art and literature.At all times and within such purposes, the Foundation is restricted to operate exlusively for charitable, religious,literaty, educati
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0None
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt420000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Scholarships for all Uvalde County Jr. Livestock Show participants
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1To support community nonprofit organization in conducting its charitable purpose for the public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2To support community nonprofit organization in conducting its charitable purpose for the public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3To support community nonprofit organization in conducting its charitable purpose for the public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4To support community nonprofit organization in conducting its charitable purpose for the public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Alto Frio Baptist Camp
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Uvalde County Jr Livestock Show Ass
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1St Philips Episcopal School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Greater SA After-School All-Stars
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0Uvalde Co Courthose/PO Drawer 1908
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 468
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2105 N Adams St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt32006 West Commerce St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO Box 1419
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Uvalde
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Leakey
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Beeville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3San Antonio
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Laredo
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd078802
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd278102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd378207
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd478042
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0454549
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0851011
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0906995
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02901551
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01758006
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt02050540
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0906995
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0JANEY BRISCOE MARMION GST TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1ESTATE OF JANEY B MARMION
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO BOX 8
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1PO BOX 8
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0CARRIZO SPRINGS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1CARRIZO SPRINGS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd078834
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd178834
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt084168063
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1195822383
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal Fees
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01303457
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01303457
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Fiduciary Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Office
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt08
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt128127
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2374
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt08
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt128127
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2374
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0JANEY BRISCOE MARMION GST TRUST
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm1ESTATE OF JANEY BRISCOE MARMION
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0P O BOX 8
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt1P O BOX 8
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0CARRIZO SPRINGS
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm1CARRIZO SPRINGS
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SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd1TX
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd078834
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd178834
TaxesSchedule/TaxesDetail/Amt03845
TaxesSchedule/TaxesDetail/CategoryTxt0Estimated Tax Payments
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Dolph Briscoe IV
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-12-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KATE MARMION CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0KATE
ReturnHeader/Filer/EIN0263209975
ReturnHeader/Filer/PhoneNum02108868496
ReturnHeader/Filer/USAddress/AddressLine1Txt0153 TREELINE SUITE 200
ReturnHeader/Filer/USAddress/CityNm0SAN ANTONIO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078209
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0742668537
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COLEMAN HORTON & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0400 E NOPAL STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0UVALDE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078801
ReturnHeader/PreparerPersonGrp/PhoneNum08302786276
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEBORAH V MCDONALDCPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-12-15T09:08:34-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Dolph Briscoe
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0IV
ReturnHeader/TaxPeriodBeginDt02022-08-01
ReturnHeader/TaxPeriodEndDt02023-07-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$323,606,019
Liabilities
$0
Net assets
$323,606,019
Revenue
$281,468,214
Expenses
$1,801,758
Net income
$279,666,456
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$663$0.00$663$62.1$35.9$26.2
2024Detailed filing. Detailed filing data is available for this year.$637$0.00$637$267$3.71$263
2023Detailed filing. Detailed filing data is available for this year.$373$0.00$373$331$1.80$329
2023Detailed filing. Detailed filing data is available for this year.$324$0.00$324$281$1.80$280
2022Detailed filing. Detailed filing data is available for this year.$43.9$0.00$43.9$17.2$2.03$15.1
2021Detailed filing. Detailed filing data is available for this year.$28.8$0.00$28.8$27.1$0.66$26.4
2020Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$0.13$0.29$0.16
2019Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.16$0.33$0.17
2018Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.16$0.18$0.02