Civic Intelligence

The Kosberg Foundation Charitable Trust

990PF • Fiscal year 2019 • EIN 76-6023602

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 30, 2020

Organization Profile
PO Box 27376Houston, TX 77227-7376

(713) 585-3580

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

13th percentile

-35%

Higher net margin than 13% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

40th percentile

-2.4%

Faster asset growth than 40% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

8th percentile

-59%

Faster revenue growth than 8% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$70,176

Down $1,736 (-2.4%) from 2018

Net Assets

Down

$70,176

Down $1,186 (-1.7%) from 2018

Liabilities

Down

$0

Down $550 (-100%) from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin13th percentile

Revenue

Down

$3,370

Down $4,816 (-59%) from 2018

Expenses

Down

$4,556

Down $1,963 (-30%) from 2018

Net Income

Down

-$1,186

Down $2,853 (-171%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$600K$400K$200K$0Assets 2011: $504,950Liabilities 2011: $02011Assets 2012: $420,073Liabilities 2012: $34,115Net Assets 2012: $385,9582012Assets 2013: $364,552Liabilities 2013: $34,115Net Assets 2013: $330,4372013Assets 2014: $301,863Liabilities 2014: $0Net Assets 2014: $301,8632014Assets 2015: $130,291Liabilities 2015: $0Net Assets 2015: $130,2912015Assets 2016: $132,486Liabilities 2016: $0Net Assets 2016: $132,4862016Assets 2017: $69,695Liabilities 2017: $0Net Assets 2017: $69,6952017Assets 2018: $71,912Liabilities 2018: $550Net Assets 2018: $71,3622018Assets 2019: $70,176Liabilities 2019: $0Net Assets 2019: $70,1762019Assets 2020: $48,486Liabilities 2020: $0Net Assets 2020: $48,4862020Assets 2021: $16,492Liabilities 2021: $0Net Assets 2021: $16,4922021Assets 2022: $10,076Liabilities 2022: $0Net Assets 2022: $10,0762022Assets 2023: $6,682Liabilities 2023: $0Net Assets 2023: $6,6822023Assets 2024: $4,882Liabilities 2024: $0Net Assets 2024: $4,8822024

Highlighted filing

2019

Assets$70,176
Liabilities$0
Net Assets$70,176
Open 2019 Filing

Operations Trend

Revenue Growth8th percentile

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

$200K$100K$0-$100K-$200KRevenue 2011: $30,445Expenses 2011: $129,425Net Income 2011: -$98,9802011Expenses 2012: $123,4792012Revenue 2013: $20,285Expenses 2013: $75,556Net Income 2013: -$55,2712013Revenue 2014: $38,630Expenses 2014: $67,204Net Income 2014: -$28,5742014Revenue 2015: -$98,742Expenses 2015: $72,830Net Income 2015: -$171,5722015Revenue 2016: $10,816Expenses 2016: $8,621Net Income 2016: $2,1952016Revenue 2017: $12,636Expenses 2017: $75,427Net Income 2017: -$62,7912017Revenue 2018: $8,186Expenses 2018: $6,519Net Income 2018: $1,6672018Revenue 2019: $3,370Expenses 2019: $4,556Net Income 2019: -$1,1862019Revenue 2020: -$16,034Expenses 2020: $5,656Net Income 2020: -$21,6902020Revenue 2021: $312Expenses 2021: $32,306Net Income 2021: -$31,9942021Revenue 2022: $542Expenses 2022: $6,958Net Income 2022: -$6,4162022Revenue 2023: $542Expenses 2023: $3,936Net Income 2023: -$3,3942023Revenue 2024: -$3,388Expenses 2024: $1,800Net Income 2024: -$5,1882024

Highlighted filing

2019

Revenue$3,370
Expenses$4,556
Net Income-$1,186
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 30, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
J LIVINGSTON KOSBERGDirector-$0--
SARANNE R KOSBERGDirector-$0--
ROBIN KOSBERGDirector-$0--
WENDY K STARRDirector-$0--
LORI K BLUMENTHALDirector-$0--
Filing and Contact Details

Filer

Filer Name
Kosberg Charitable Foundation
EIN
76-6023602
Phone
7135853580
Address
PO BOX 27376, HOUSTON, TX 77227-7376

Signing Officer

Name
J Livingston Kosberg
Title
Officer
Phone
7135853580
Signed
2020-07-30
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
1330 POST OAK BLVD STE 2400, HOUSTON, TX 77056
Preparer
Karen Leone Costa
Phone
7136253500
Raw XML Appendix360 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt03446
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01723
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01723
DistributionFromCorpusElection/ElectionDesc0THE TAXPAYER HEREBY ELECTS TO TREAT THE CURRECT YEAR QUALIFYING DISTRIBUTIONS AS DISTRIBUTIONS MADE OUT OF CORPUS AS ALLOWED BY TREASURY REGULATIONS SECTION 53.4942(A)-3(D)(2). ACCORDINGLY, THE TAXPAYER'S PRIOR YEARS' EXCESS DISTRIBUTIONS WILL SATISFY THE 2019 DISTRIBUTION OF INCOME REQUIREMENT.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt035499
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0KOSBERG VENTURE FUND VI, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt035499
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt045
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0KOSBERG VENTURE FUND VI - INTEREST INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1KOSBERG VENTURE FUND VI - ROYALTY INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc2KOSBERG VENTURE FUND VI - OTHER PORTFOLIO INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc3KOSBERG VENTURE FUND VI - SHORT TERM CAPITAL GAIN
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc4KOSBERG VENTURE FUND VI - LONG TERM CAPITAL GAIN
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt02740
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt17
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt2233
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt30
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt4345
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd115
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd201
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd318
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd418
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt03370
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt03370
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01723
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01723
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03446
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1186
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt045
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt045
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0548
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01099
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01099
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt03325
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt03325
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt011
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01723
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt02822
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt04556
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt03370
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt03370
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01723
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt02822
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt04556
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1186
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt070176
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt071362
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt070176
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02947
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02947
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02947
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02958
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt011
IRS990PF/DistributableAmountGrp/TotalTaxAmt011
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0370
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0381
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt011
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0370
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt011
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt011
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0381
IRS990PF/FMVAssetsEOYAmt070176
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0381
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0370
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0370
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt051190
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt035499
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt035499
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0550
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt071362
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt070176
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt020341
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt034307
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt034307
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt071912
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt070176
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt070176
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0550
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt071912
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt070176
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt071362
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt070176
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt060052
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt024553
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0901
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt035499
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02958
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt059151
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt060052
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0J LIVINGSTON KOSBERG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SARANNE R KOSBERG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ROBIN KOSBERG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3WENDY K STARR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4LORI K BLUMENTHAL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0P O BOX 27376
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1P O BOX 27376
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2P O BOX 27376
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3P O BOX 27376
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4P O BOX 27376
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0HOUSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1HOUSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2HOUSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3HOUSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4HOUSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0772277376
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1772277376
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd2772277376
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd3772277376
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd4772277376
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt017460
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt017465
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt02575
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt068764
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt01911
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt066860
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt061825
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.295173
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.038373
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.814392
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.014618
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.372079
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.236404
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt05
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt059151
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt067104
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt084436
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0130733
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0179693
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0261523
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt01723
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt01.475866
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt01723
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01723
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt01723
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd00
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0J LIVINGSTON KOSBERG
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt024 GREENWAY PLAZA SUITE 965
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0HOUSTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd077046
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum07135853501
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0J LIVINGSTON KOSBERG
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1SARANNE R KOSBERG
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02947
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt02947
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02575
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt068825
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01911
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt066927
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt061825
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt02947
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt058878
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0141961
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01723
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02575
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt068825
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01911
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt066927
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01723
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0200839
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0202063
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt01723
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0381
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0PREPAID FIT
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0370
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0370
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0KOSBERG VENTURE FUND VI - OTHER EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01099
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01099
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt02740
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt17
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt2233
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt3345
OtherIncomeSchedule2/OtherIncomeDetail/Desc0KOSBERG VENTURE FUND VI - INTEREST INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc1KOSBERG VENTURE FUND VI - ROYALTY INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc2KOSBERG VENTURE FUND VI - OTHER PORTFOLIO INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc3KOSBERG VENTURE FUND VI - LONG TERM CAPITAL GAIN
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt02740
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt17
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt2233
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt3345
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02740
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt17
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2233
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt3345
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0550
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0A/P LIVINGSTON KOSBERG
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt00
TaxesSchedule/TaxesDetail/Amt011
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX EXPENSE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0J LIVINGSTON KOSBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum07135853580
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KOSBERG CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0KOSB
ReturnHeader/Filer/EIN0766023602
ReturnHeader/Filer/PhoneNum07135853580
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 27376
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0772277376
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01330 POST OAK BLVD STE 2400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077056
ReturnHeader/PreparerPersonGrp/PhoneNum07136253500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KAREN LEONE COSTA
ReturnHeader/ReturnTs02020-08-12T14:13:23-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$70,176
Liabilities
$0
Net assets
$70,176
Revenue
$3,370
Expenses
$4,556
Net income
-$1,186
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.03$0.02$0.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.07$0.00$0.07$0.01$0.04$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.01$0.07$0.06
2021Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.00$0.32$0.32
2020Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.16$0.06$0.22
2019Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.03$0.05$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.72$0.01$0.71$0.08$0.07$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.13$0.75$0.63
2016Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.11$0.09$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.99$0.73$1.72
2014Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$0.39$0.67$0.29
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.65$0.34$3.30$0.20$0.76$0.55
2012Detailed filing. Detailed filing data is available for this year.$4.20$0.34$3.86$1.23
2011Summary only. Only limited summary data is available for this year.$5.05$0.00$0.30$1.29$0.99