MICHAEL & ALICE KUHN FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: MICHAEL & ALICE KUHN FOUNDATION (EIN 74-2791217)
Tax period: 2022-01-01 to 2022-12-31
Filed: 2023-05-11
IRS object ID: 202301319349104375
Schema version: 2022v5.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Schedule B
Accounting Fees Schedule
Applied To Prior Year Election
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Legal Fees Schedule
Other Assets Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Other Liabilities Schedule
Substantial Contributors Sch
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-05-11T15:56:27-05:00	ReturnTs
Tax Period End	2022-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	742984516	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	MEADOR & JONES LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	2414 EXPOSITION BLVD SUITE BC-230	AddressLine1Txt
City	AUSTIN	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	78703	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2022-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	742791217	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MICHAEL AND ALICE KUHN FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	MICH	BusinessNameControlTxt
Phone	5124761072	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	609-A WOOD STREET	AddressLine1Txt
City	AUSTIN	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	78703	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ALICE KUHN	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	5124761072	PhoneNum
Signature	2023-05-10	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	ALICE	PersonFirstNm
Person Last	KUHN	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	0	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JEFF MEADOR CPA	PreparerPersonNm
PTIN	P00164184	PTIN
Phone	5124720795	PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2022	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Address Change	Yes (X)	AddressChangeInd
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$19,939,605	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$1,087,700	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$2,833	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$2,833	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$798,090	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$798,090	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$256,545	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$2,610,062	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$256,545	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$20,626	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$0	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$2,165,794	TotalRevAndExpnssAmt
Total Net Invst Incm	$1,057,468	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$66,000	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$63,000	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$3,000	CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss	$7,601	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$3,801	LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl	$3,800	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$16,042	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$8,021	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$8,021	AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss	$31,941	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$19,646	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$2,295	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$42,633	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$41,027	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$1,606	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$164,217	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$135,495	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$18,722	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$1,696,500	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$1,696,500	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$1,860,717	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$135,495	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$1,715,222	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$305,077	ExcessRevenueOverExpensesAmt
Net Investment Income	$921,973	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$959,309	CashBOYAmt
Cash EOY	$1,012,883	CashEOYAmt
Cash EOYFMV	$1,012,883	CashEOYFMVAmt
Prepaid Expenses BOY	$78,942	PrepaidExpensesBOYAmt
Corporate Stock BOY	$18,478,957	CorporateStockBOYAmt
Corporate Stock EOY	$18,588,927	CorporateStockEOYAmt
Corporate Stock EOYFMV	$18,766,177	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$20,255	CorporateBondsBOYAmt
Corporate Bonds EOY	$20,255	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$22,976	CorporateBondsEOYFMVAmt
Other Assets BOY	$70,000	OtherAssetsBOYAmt
Other Assets EOY	$137,569	OtherAssetsEOYAmt
Other Assets EOYFMV	$137,569	OtherAssetsEOYFMVAmt
Total Assets BOY	$19,607,463	TotalAssetsBOYAmt
Total Assets EOY	$19,759,634	TotalAssetsEOYAmt
Total Assets EOYFMV	$19,939,605	TotalAssetsEOYFMVAmt
Other Liabilities BOY	-$175,377	OtherLiabilitiesBOYAmt
Other Liabilities EOY	-$59,184	OtherLiabilitiesEOYAmt
Total Liabilities BOY	-$175,377	TotalLiabilitiesBOYAmt
Total Liabilities EOY	-$59,184	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$0	CapitalStockBOYAmt
Capital Stock EOY	$0	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$19,782,840	RetainedEarningBOYAmt
Retained Earning EOY	$19,818,818	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$19,782,840	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$19,818,818	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$19,607,463	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$19,759,634	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$19,782,840	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$305,077	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$20,087,917	SubtotalAmt
Other Decreases	$269,099	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$19,818,818	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (129 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
GETTY REALTY CORP REIT	P	2021-01-04	2022-12-06	$2,505	$2,021	$484	$484
GETTY REALTY CORP REIT	P	2021-01-04	2022-12-06	$768	$620	$148	$148
GETTY REALTY CORP REIT	P	2021-01-04	2022-12-06	$1,536	$1,240	$296	$296
GETTY REALTY CORP REIT	P	2021-01-04	2022-12-06	$969	$782	$187	$187
GETTY REALTY CORP REIT	P	2021-01-04	2022-12-06	$4,876	$3,935	$941	$941
GETTY REALTY CORP REIT	P	2021-01-04	2022-12-06	$1,670	$1,347	$323	$323
GETTY REALTY CORP REIT	P	2021-01-04	2022-12-06	$1,670	$1,347	$323	$323
GETTY REALTY CORP REIT	P	2021-01-04	2022-12-06	$1,804	$1,455	$349	$349
GETTY REALTY CORP REIT	P	2021-01-04	2022-12-06	$2,505	$2,021	$484	$484
GETTY REALTY CORP REIT	P	2021-01-04	2022-12-06	$1,202	$970	$232	$232
GETTY REALTY CORP REIT	P	2021-01-04	2022-12-06	$24,415	$19,700	$4,715	$4,715
GETTY REALTY CORP REIT	P	2021-01-04	2022-12-06	$4,642	$3,746	$896	$896
GETTY REALTY CORP REIT	P	2021-01-04	2022-12-06	$35,804	$28,890	$6,914	$6,914
GETTY REALTY CORP REIT	P	2021-01-04	2022-12-06	$133,597	$107,797	$25,800	$25,800
GETTY REALTY CORP REIT	P	2021-01-04	2022-12-06	$2,438	$1,967	$471	$471
GETTY REALTY CORP REIT	P	2021-01-04	2022-12-06	$113,591	$91,654	$21,937	$21,937
GETTY REALTY CORP REIT	P	2021-01-04	2022-12-06	$333,992	$269,492	$64,500	$64,500
GLOBAL X SUPERDIVIDEND REIT ETF	P	2021-02-26	2022-11-22	$7	$9	-$2	-$2
GLOBAL X SUPERDIVIDEND REIT ETF	P	2021-02-26	2022-11-22	$746	$914	-$168	-$168
GLOBAL X SUPERDIVIDEND REIT ETF	P	2021-02-26	2022-11-22	$7	$9	-$2	-$2
GLOBAL X SUPERDIVIDEND REIT ETF	P	2021-02-26	2022-11-22	$746	$914	-$168	-$168
GLOBAL X SUPERDIVIDEND REIT ETF	P	2021-02-26	2022-11-22	$4,998	$6,123	-$1,125	-$1,125
GLOBAL X SUPERDIVIDEND REIT ETF	P	2021-02-26	2022-11-22	$149	$183	-$34	-$34
GLOBAL X SUPERDIVIDEND REIT ETF	P	2021-02-26	2022-11-22	$232,747	$285,147	-$52,400	-$52,400
GLOBAL X SUPERDIVIDEND REIT ETF	P	2021-02-26	2022-11-22	$746	$914	-$168	-$168
GLOBAL X SUPERDIVIDEND REIT ETF	P	2021-02-26	2022-11-22	$746	$914	-$168	-$168
GLOBAL X SUPERDIVIDEND REIT ETF	P	2021-02-26	2022-11-22	$746	$914	-$168	-$168
GLOBAL X SUPERDIVIDEND REIT ETF	P	2021-02-26	2022-11-22	$746	$914	-$168	-$168
GLOBAL X SUPERDIVIDEND REIT ETF	P	2021-02-26	2022-11-22	$97,724	$119,725	-$22,001	-$22,001
GLOBAL X SUPERDIVIDEND REIT ETF	P	2021-02-26	2022-11-22	$3,730	$4,570	-$840	-$840
GLOBAL X SUPERDIVIDEND REIT ETF	P	2021-02-26	2022-11-22	$2,984	$3,656	-$672	-$672
GLOBAL X SUPERDIVIDEND REIT ETF	P	2021-02-26	2022-11-22	$746	$914	-$168	-$168
GLOBAL X SUPERDIVIDEND REIT ETF	P	2021-02-26	2022-11-22	$746	$914	-$168	-$168
GLOBAL X SUPERDIVIDEND REIT ETF	P	2021-02-26	2022-11-22	$3,730	$4,570	-$840	-$840
GLOBAL X SUPERDIVIDEND REIT ETF	P	2021-02-26	2022-11-22	$746	$914	-$168	-$168
GLOBAL X SUPERDIVIDEND REIT ETF	P	2021-02-26	2022-11-22	$149	$183	-$34	-$34
GLOBAL X SUPERDIVIDEND REIT ETF	P	2021-02-26	2022-11-22	$4,327	$5,301	-$974	-$974
GLOBAL X SUPERDIVIDEND REIT ETF	P	2021-02-26	2022-11-22	$3,730	$4,570	-$840	-$840
GLOBAL X SUPERDIVIDEND REIT ETF	P	2021-02-26	2022-11-22	$2,238	$2,742	-$504	-$504
GLOBAL X SUPERDIVIDEND REIT ETF	P	2021-02-26	2022-11-22	$2,238	$2,742	-$504	-$504
GLOBAL X SUPERDIVIDEND REIT ETF	P	2021-02-26	2022-11-22	$2,984	$3,656	-$672	-$672
GLOBAL X SUPERDIVIDEND REIT ETF	P	2021-02-26	2022-11-22	$746	$914	-$168	-$168
GLOBAL X SUPERDIVIDEND REIT ETF	P	2021-02-26	2022-11-22	$2,984	$3,656	-$672	-$672
GLOBAL X SUPERDIVIDEND REIT ETF	P	2021-02-26	2022-11-22	$41,775	$51,180	-$9,405	-$9,405
GLOBAL X SUPERDIVIDEND REIT ETF	P	2021-02-26	2022-11-22	$597	$731	-$134	-$134
GLOBAL X SUPERDIVIDEND REIT ETF	P	2022-03-14	2022-11-22	$74,598	$88,000	-$13,402	-$13,402
GLOBAL X SUPERDIVIDEND REIT ETF	P	2022-03-14	2022-11-22	$9,996	$11,792	-$1,796	-$1,796
GLOBAL X SUPERDIVIDEND REIT ETF	P	2022-03-14	2022-11-22	$13,428	$15,840	-$2,412	-$2,412
GLOBAL X SUPERDIVIDEND REIT ETF	P	2022-03-14	2022-11-22	$1,343	$1,584	-$241	-$241
GLOBAL X SUPERDIVIDEND REIT ETF	P	2022-03-14	2022-11-22	$3,357	$3,960	-$603	-$603
GLOBAL X SUPERDIVIDEND REIT ETF	P	2022-03-14	2022-11-22	$35,151	$41,466	-$6,315	-$6,315
GLOBAL X SUPERDIVIDEND REIT ETF	P	2022-03-14	2022-11-22	$11,324	$13,358	-$2,034	-$2,034
GLOBAL X SUPERDIVIDEND REIT ETF	P	2021-02-26	2022-11-22	$182,229	$223,256	-$41,027	-$41,027
WARNER BROTHERS DISC	P	2021-01-12	2022-04-11	$3	$3	$0	$0
EXXON MOBIL CORP	P	2019-08-15	2022-03-04	$381,300	$305,965	$75,335	$75,335
EXXON MOBIL CORP	P	2019-08-15	2022-03-04	$498	$400	$98	$98
EXXON MOBIL CORP	P	2019-08-05	2022-03-04	$74,700	$63,180	$11,520	$11,520
INVSC SP 500 HIGH DIV LW VLT ETF IV	P	2014-10-02	2022-01-13	$4,743	$3,111	$1,632	$1,632
INVSC SP 500 HIGH DIV LW VLT ETF IV	P	2014-10-02	2022-01-13	$4,650	$3,050	$1,600	$1,600
INVSC SP 500 HIGH DIV LW VLT ETF IV	P	2014-10-02	2022-01-13	$4,650	$3,050	$1,600	$1,600
INVSC SP 500 HIGH DIV LW VLT ETF IV	P	2014-10-02	2022-01-13	$7,905	$5,185	$2,720	$2,720
INVSC SP 500 HIGH DIV LW VLT ETF IV	P	2014-10-02	2022-01-13	$11,253	$7,381	$3,872	$3,872
INVSC SP 500 HIGH DIV LW VLT ETF IV	P	2014-10-02	2022-01-13	$4,650	$3,050	$1,600	$1,600
INVSC SP 500 HIGH DIV LW VLT ETF IV	P	2014-10-02	2022-01-13	$245,798	$161,223	$84,575	$84,575
INVSC SP 500 HIGH DIV LW VLT ETF IV	P	2019-11-29	2022-01-13	$1,983	$1,841	$142	$142
INVSC SP 500 HIGH DIV LW VLT ETF IV	P	2019-10-31	2022-01-13	$2,007	$1,839	$168	$168
INVSC SP 500 HIGH DIV LW VLT ETF IV	P	2019-09-30	2022-01-13	$1,996	$1,831	$165	$165
INVSC SP 500 HIGH DIV LW VLT ETF IV	P	2019-08-30	2022-01-13	$2,103	$1,834	$269	$269
INVSC SP 500 HIGH DIV LW VLT ETF IV	P	2019-07-31	2022-01-13	$1,978	$1,799	$179	$179
INVSC SP 500 HIGH DIV LW VLT ETF IV	P	2019-06-28	2022-01-13	$2,025	$1,823	$202	$202
INVSC SP 500 HIGH DIV LW VLT ETF IV	P	2019-05-31	2022-01-13	$2,083	$1,793	$290	$290
INVSC SP 500 HIGH DIV LW VLT ETF IV	P	2019-04-30	2022-01-13	$1,913	$1,748	$165	$165
INVSC SP 500 HIGH DIV LW VLT ETF IV	P	2019-03-29	2022-01-13	$1,849	$1,693	$156	$156
INVSC SP 500 HIGH DIV LW VLT ETF IV	P	2019-02-28	2022-01-13	$1,853	$1,674	$179	$179
INVSC SP 500 HIGH DIV LW VLT ETF IV	P	2019-01-31	2022-01-13	$1,800	$1,579	$221	$221
INVSC SP 500 HIGH DIV LW VLT ETF IV	P	2018-12-31	2022-01-13	$2,092	$1,715	$377	$377
INVSC SP 500 HIGH DIV LW VLT ETF IV	P	2018-11-30	2022-01-13	$1,812	$1,603	$209	$209
INVSC SP 500 HIGH DIV LW VLT ETF IV	P	2018-10-31	2022-01-13	$1,841	$1,604	$237	$237
INVSC SP 500 HIGH DIV LW VLT ETF IV	P	2018-09-28	2022-01-13	$1,813	$1,604	$209	$209
INVSC SP 500 HIGH DIV LW VLT ETF IV	P	2018-08-31	2022-01-13	$1,760	$1,580	$180	$180
INVSC SP 500 HIGH DIV LW VLT ETF IV	P	2018-07-31	2022-01-13	$1,758	$1,565	$193	$193
INVSC SP 500 HIGH DIV LW VLT ETF IV	P	2018-06-29	2022-01-13	$1,762	$1,555	$207	$207
INVSC SP 500 HIGH DIV LW VLT ETF IV	P	2018-05-31	2022-01-13	$1,785	$1,549	$236	$236
INVSC SP 500 HIGH DIV LW VLT ETF IV	P	2018-04-30	2022-01-13	$1,859	$1,600	$259	$259
INVSC SP 500 HIGH DIV LW VLT ETF IV	P	2018-03-29	2022-01-13	$1,874	$1,584	$290	$290
INVSC SP 500 HIGH DIV LW VLT ETF IV	P	2018-02-28	2022-01-13	$1,989	$1,710	$279	$279
INVSC SP 500 HIGH DIV LW VLT ETF IV	P	2018-01-31	2022-01-13	$1,709	$1,555	$154	$154
INVSC SP 500 HIGH DIV LW VLT ETF IV	P	2017-12-29	2022-01-13	$1,424	$1,304	$120	$120
INVSC SP 500 HIGH DIV LW VLT ETF IV	P	2017-11-30	2022-01-13	$1,570	$1,433	$137	$137
INVSC SP 500 HIGH DIV LW VLT ETF IV	P	2017-10-31	2022-01-13	$1,271	$1,127	$144	$144
INVSC SP 500 HIGH DIV LW VLT ETF IV	P	2017-09-29	2022-01-13	$1,267	$1,116	$151	$151
INVSC SP 500 HIGH DIV LW VLT ETF IV	P	2017-08-31	2022-01-13	$1,288	$1,112	$176	$176
INVSC SP 500 HIGH DIV LW VLT ETF IV	P	2017-07-31	2022-01-13	$1,241	$1,077	$164	$164
INVSC SP 500 HIGH DIV LW VLT ETF IV	P	2017-06-30	2022-01-13	$1,245	$1,079	$166	$166
INVSC SP 500 HIGH DIV LW VLT ETF IV	P	2017-05-31	2022-01-13	$1,266	$1,095	$171	$171
INVSC SP 500 HIGH DIV LW VLT ETF IV	P	2017-04-28	2022-01-13	$1,575	$1,360	$215	$215
INVSC SP 500 HIGH DIV LW VLT ETF IV	P	2017-03-31	2022-01-13	$1,519	$1,324	$195	$195
INVSC SP 500 HIGH DIV LW VLT ETF IV	P	2017-02-28	2022-01-13	$1,551	$1,363	$188	$188
INVSC SP 500 HIGH DIV LW VLT ETF IV	P	2017-01-31	2022-01-13	$1,567	$1,332	$235	$235
INVSC SP 500 HIGH DIV LW VLT ETF IV	P	2016-12-30	2022-01-13	$3,198	$2,710	$488	$488
INVSC SP 500 HIGH DIV LW VLT ETF IV	P	2016-11-30	2022-01-13	$1,553	$1,292	$261	$261
INVSC SP 500 HIGH DIV LW VLT ETF IV	P	2016-10-31	2022-01-13	$1,550	$1,253	$297	$297
INVSC SP 500 HIGH DIV LW VLT ETF IV	P	2016-09-30	2022-01-13	$1,491	$1,250	$241	$241
INVSC SP 500 HIGH DIV LW VLT ETF IV	P	2016-08-31	2022-01-13	$1,412	$1,191	$221	$221
INVSC SP 500 HIGH DIV LW VLT ETF IV	P	2016-07-29	2022-01-13	$1,415	$1,208	$207	$207
INVSC SP 500 HIGH DIV LW VLT ETF IV	P	2016-06-30	2022-01-13	$1,428	$1,157	$271	$271
INVSC SP 500 HIGH DIV LW VLT ETF IV	P	2016-05-31	2022-01-13	$1,491	$1,186	$305	$305
INVSC SP 500 HIGH DIV LW VLT ETF IV	P	2016-04-29	2022-01-13	$1,511	$1,208	$303	$303
INVSC SP 500 HIGH DIV LW VLT ETF IV	P	2016-03-31	2022-01-13	$1,565	$1,250	$315	$315
INVSC SP 500 HIGH DIV LW VLT ETF IV	P	2016-02-29	2022-01-13	$1,534	$1,132	$402	$402
INVSC SP 500 HIGH DIV LW VLT ETF IV	P	2016-01-29	2022-01-13	$1,609	$1,126	$483	$483
INVSC SP 500 HIGH DIV LW VLT ETF IV	P	2015-12-31	2022-01-13	$1,436	$1,036	$400	$400
INVSC SP 500 HIGH DIV LW VLT ETF IV	P	2015-11-30	2022-01-13	$1,497	$1,071	$426	$426
INVSC SP 500 HIGH DIV LW VLT ETF IV	P	2015-10-30	2022-01-13	$1,554	$1,118	$436	$436
INVSC SP 500 HIGH DIV LW VLT ETF IV	P	2015-09-30	2022-01-13	$1,476	$994	$482	$482
INVSC SP 500 HIGH DIV LW VLT ETF IV	P	2015-08-31	2022-01-13	$1,423	$970	$453	$453
INVSC SP 500 HIGH DIV LW VLT ETF IV	P	2015-07-31	2022-01-13	$1,420	$1,004	$416	$416
INVSC SP 500 HIGH DIV LW VLT ETF IV	P	2015-06-30	2022-01-13	$1,441	$991	$450	$450
INVSC SP 500 HIGH DIV LW VLT ETF IV	P	2015-05-29	2022-01-13	$1,306	$924	$382	$382
INVSC SP 500 HIGH DIV LW VLT ETF IV	P	2015-04-30	2022-01-13	$1,335	$948	$387	$387
INVSC SP 500 HIGH DIV LW VLT ETF IV	P	2015-03-31	2022-01-13	$1,354	$959	$395	$395
INVSC SP 500 HIGH DIV LW VLT ETF IV	P	2015-02-27	2022-01-13	$1,344	$958	$386	$386
INVSC SP 500 HIGH DIV LW VLT ETF IV	P	2015-01-30	2022-01-13	$1,316	$943	$373	$373
INVSC SP 500 HIGH DIV LW VLT ETF IV	P	2014-12-31	2022-01-13	$1,306	$937	$369	$369
INVSC SP 500 HIGH DIV LW VLT ETF IV	P	2014-11-28	2022-01-13	$1,322	$930	$392	$392
INVSC SP 500 HIGH DIV LW VLT ETF IV	P	2014-10-31	2022-01-13	$1,282	$890	$392	$392
INVSC SP 500 HIGH DIV LW VLT ETF IV	P	2014-10-02	2022-01-13	$181,349	$118,950	$62,399	$62,399
WELLS FARGO & CO	P	2019-10-08	2022-01-11	$98,223	$84,192	$14,031	$14,031
WELLS FARGO & CO	P	2019-10-08	2022-01-11	$75,375	$64,608	$10,767	$10,767

Field	Value	IRS element (for citing)
Capital Gain Net Income	$256,545	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$12,815	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$12,815	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$12,815	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$20,180	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$20,180	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$7,365	OverpaymentAmt
Applied To ES Tax	$7,365	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	TX	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	Yes (1)	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	ALICE KUHN	IndividualWithBooksNm
Phone	5124761072	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	609-A WOOD STREET	AddressLine1Txt
City	AUSTIN	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	78703	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	Yes (1)	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	Yes (1)	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	0	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
MICHAEL KUHN
609-A WOOD STREET	AUSTIN	TX	78703	PRESIDENT & CEO	1.00	$0	$0	$0
ALICE KUHN
609-A WOOD STREET	AUSTIN	TX	78703	PRESIDENT & DIRECTOR	1.00	$0	$0	$0
JEFFREY KUHN
609-A WOOD STREET	AUSTIN	TX	78703	TREASURER/DIRECTOR	5.00	$62,000	$0	$0
RANDALL S KUHN
609-A WOOD STREET	AUSTIN	TX	78703	DIRECTOR	1.00	$2,000	$0	$0
JONATHAN LIPSON
409 S 24TH STREET	PHILADELPHIA	PA	19146	DIRECTOR	1.00	$2,000	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	JEFFREY KUHN	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	609-A WOOD STREET	AddressLine1Txt
City	AUSTIN	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	78703	ZIPCd

Field	Value	IRS element (for citing)
Service Type	FINANCIAL SERVICES	ServiceTypeTxt
Compensation	$60,000	CompensationAmt

Field	Value	IRS element (for citing)
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$20,441,850	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$922,271	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$21,364,121	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$21,364,121	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$320,462	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$21,043,659	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$1,052,183	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$1,052,183	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$12,815	TaxBasedOnInvestmentIncomeAmt
Total Tax	$12,815	TotalTaxAmt
Distributable Before Adj	$1,039,368	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$1,039,368	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$1,039,368	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$1,715,222	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$1,715,222	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$1,039,368	DistributableAsAdjustedAmt
Undistributed Income PY	$203,480	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$1,715,222	QualifyingDistributionsAmt
Applied To Year1	$203,480	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$1,039,368	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$472,374	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$472,374	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$472,374	ExcessDistriCyovToNextYrAmt
Excess From Current Year	$472,374	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	MICHAEL KUHN	ContributingManagerNm
Contributing Manager	ALICE KUHN	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (47 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
ACLU OF TEXAS
PO BOX 8306	HOUSTON	TX	77288	N/A	501(C)(3)	GENERAL SUPPORT OF THE ORGANIZATION	$35,000
AUSTIN CHAMBER MUSIC CENTER
7600 BURNET ROAD 190	AUSTIN	TX	78757	N/A	501(C)(3)	GENERAL SUPPORT OF THE ORGANIZATION	$7,500
AUSTIN PARTNERS IN EDUCATION
3100 E 4TH STREET	AUSTIN	TX	78702	N/A	501(C)(3)	GENERAL SUPPORT OF THE ORGANIZATION	$10,000
AVODAH
125 MAIDEN LANE 8B	NEW YORK	NY	10038	N/A	501(C)(3)	GENERAL SUPPORT OF THE ORGANIZATION	$50,000
BALLET AUSTIN
3002 GUADALUPE	AUSTIN	TX	78705	N/A	501(C)(3)	GENERAL SUPPORT OF THE ORGANIZATION	$5,000
BREAKTHROUGH CENTRAL TEXAS
1050 E 11TH STREET	AUSTIN	TX	78702	N/A	501(C)(3)	GENERAL SUPPORT OF THE ORGANIZATION	$35,000
CENTER FOR PUBLIC POLICY
900 LYDIA	AUSTIN	TX	78702	N/A	501(C)(3)	GENERAL SUPPORT OF THE ORGANIZATION	$50,000
CENTRAL TEXAS INTERFAITH
1301 S IH35	AUSTIN	TX	78741	N/A	501(C)(3)	GENERAL SUPPORT OF THE ORGANIZATION	$50,000
CENTRO DE TRABAJADORES UNIDOS EN LA LUCHA (CTUL)
3715 CHICAGO AVE SOUTH	MINNEAPOLIS	MN	55407	N/A	501(C)(3)	GENERAL SUPPORT OF THE ORGANIZATION	$55,000
CENTRO HUMANITARIO PARA LOS TRABAJADORES
2260 CALIFORNIA STREET	DENVER	CO	80205	N/A	501(C)(3)	GENERAL SUPPORT OF THE ORGANIZATION	$55,000
CLERGY AND LAITY UNITED FOR ECONOMIC JUSTICE (CLUE)
464 LUCAS AVE STE 202	LOS ANGELES	CA	90017	N/A	501(C)(3)	GENERAL SUPPORT OF THE ORGANIZATION	$60,000
COMMUNITIES IN SCHOOLS
3000 S I-35 FRONTAGE RD STE 200	AUSTIN	TX	78704	N/A	501(C)(3)	GENERAL SUPPORT OF THE ORGANIZATION	$10,000
COPS METRO EDUCATION FUND
1511 SALTILLO ST	SAN ANTONIO	TX	78207	N/A	501(C)(3)	GENERAL SUPPORT OF THE ORGANIZATION	$30,000
CORPORATE ACCOUNTABILITY LAB
6214 N GLENWOOD AVE	CHICAGO	IL	60660	N/A	501(C)(3)	GENERAL SUPPORT OF THE ORGANIZATION	$50,000
DALLAS INTERFAITH
1104 LUPO DRIVE	DALLAS	TX	75207	N/A	501(C)(3)	GENERAL SUPPORT OF THE ORGANIZATION	$50,000
EDUCATIONAL LAW CENTER
1800 JOHN F KENNEDY BLVD	PHILADELPHIA	PA	19104	N/A	501(C)(3)	GENERAL SUPPORT OF THE ORGANIZATION	$25,000
EVERY TEXAN
7020 EASY WIND DR STE 200	AUSTIN	TX	78752	N/A	501(C)(3)	GENERAL SUPPORT OF THE ORGANIZATION	$100,000
FOUNDATION COMMUNITIES
3036 S 1ST	AUSTIN	TX	78704	N/A	501(C)(3)	GENERAL SUPPORT OF THE ORGANIZATION	$50,000
GRASSROOTS LEADERSHIP
2301 E CESAR CHAVEZ STREET	AUSTIN	TX	78702	N/A	501(C)(3)	GENERAL SUPPORT OF THE ORGANIZATION	$10,000
GULF COAST LEADERSHIP COUNCIL
4141 SOUTHWEST FREEWAY STE 650	HOUSTON	TX	77027	N/A	501(C)(3)	GENERAL SUPPORT OF THE ORGANIZATION	$50,000
INTERFAITH PHILADELPHIA
199 W OXFORD STREET SUITE A	PHILADELPHIA	PA	19122	N/A	501(C)(3)	GENERAL SUPPORT OF THE ORGANIZATION	$25,000
JEWISH ALLIANCE FOR LAW AND SOCIAL ACTION (JALSA)
18 TREMONT STREET SUITE 320	BOSTON	MA	02108	N/A	501(C)(3)	GENERAL SUPPORT OF THE ORGANIZATION	$25,000
JEWISH COMMUNITY ACTION
2375 UNIVERSITY AVENUE W 150	ST PAUL	MN	55114	N/A	501(C)(3)	GENERAL SUPPORT OF THE ORGANIZATION	$50,000
JEWISH ORGANIZING INSTITUTE & NETWORK (JOIN)
359 BOYLSTON STREET	BOSTON	MA	02116	N/A	501(C)(3)	GENERAL SUPPORT OF THE ORGANIZATION	$45,000
JEWISH SOCIAL JUSTICE ROUNDTABLE
2027 MASSACHUSETTS AVE NW	WASHINGTON	DC	20036	N/A	501(C)(3)	GENERAL SUPPORT OF THE ORGANIZATION	$25,000
MIND POP
5511 PARKCREST 207	AUSTIN	TX	78731	N/A	501(C)(3)	GENERAL SUPPORT OF THE ORGANIZATION	$5,000
MULTICULTURAL INSTITUTE
11303 DEADOAK LN	AUSTIN	TX	78759	N/A	501(C)(3)	GENERAL SUPPORT OF THE ORGANIZATION	$20,000
NEIGHBORHOOD HOUSE
179 ROBLE STREET E	ST PAUL	MN	55107	N/A	501(C)(3)	GENERAL SUPPORT OF THE ORGANIZATION	$35,000
POWER INTERFAITH
1419 N 11TH STREET	PHILADELPHIA	PA	19122	N/A	501(C)(3)	GENERAL SUPPORT OF THE ORGANIZATION	$25,000
PROJECT FOR PRIDE IN LIVING (PPL)
1035 E FRANKLIN AVENUE	MINNEAPOLIS	MN	55404	N/A	501(C)(3)	GENERAL SUPPORT OF THE ORGANIZATION	$45,000
RELIGIOUS ACTION CENTER OF REFORM JUDAISM
2027 MASSACHUSETTS AVE NW	WASHINGTON	DC	20036	N/A	501(C)(3)	GENERAL SUPPORT OF THE ORGANIZATION	$125,000
SANTA MONICA COLLEGE FOUNDATION (SMC)
1516 PICO BLVD	SANTA MONICA	CA	90405	N/A	501(C)(3)	GENERAL SUPPORT OF THE ORGANIZATION	$20,000
ST EDWARDS UNIVERSITY
3001 S CONGRESS AVE	AUSTIN	TX	78704	N/A	501(C)(3)	GENERAL SUPPORT OF THE ORGANIZATION	$35,000
T'RUAH-RABBIS FOR HUMAN RIGHTS
333 7TH AVENUE	NEW YORK	NY	10001	N/A	501(C)(3)	GENERAL SUPPORT OF THE ORGANIZATION	$42,000
TEXAS CIVIL RIGHTS PROJECT
1405 MONTOPOLIS DRIVE	AUSTIN	TX	78741	N/A	501(C)(3)	GENERAL SUPPORT OF THE ORGANIZATION	$2,500
TEXAS FAIR DEFENSE PROJECT
314 E HIGHLAND MALL BLVD 204	AUSTIN	TX	78752	N/A	501(C)(3)	GENERAL SUPPORT OF THE ORGANIZATION	$40,000
TEXAS FREEDOM NETWORK
608 W 22ND STREET	AUSTIN	TX	78705	N/A	501(C)(3)	GENERAL SUPPORT OF THE ORGANIZATION	$20,000
TEXAS HILLEL FOUNDATION
2105 SAN ANTONIO STREET	AUSTIN	TX	78705	N/A	501(C)(3)	GENERAL SUPPORT OF THE ORGANIZATION	$25,000
THE POWER OF PEOPLE LEADERSHIP INSTITUTE
600 N 18TH AVE	MINNEAPOLIS	MN	55411	N/A	501(C)(3)	GENERAL SUPPORT OF THE ORGANIZATION	$30,000
THE WORKMAN'S CIRCLE
247 W 37TH STREET 5TH FL	NEW YORK	NY	10018	N/A	501(C)(3)	GENERAL SUPPORT OF THE ORGANIZATION	$22,500
THINK NEW MEXICO
1227 PASEO DE PERALTA	SANTA FE	NM	87501	N/A	501(C)(3)	GENERAL SUPPORT OF THE ORGANIZATION	$10,000
UNIVERSITY OF TEXAS FOUNDATION ACADEMIC BRIDGE
800 W CAMPBELL ROAD	RICHARDSON	TX	75080	N/A	501(C)(3)	GENERAL SUPPORT OF THE ORGANIZATION	$30,000
UNIVERSITY OF TEXAS FOUNDATION LITERACY FIRST
1710 RED RIVER ST	AUSTIN	TX	78701	N/A	501(C)(3)	GENERAL SUPPORT OF THE ORGANIZATION	$15,000
UNIVERSITY OF TEXAS FOUNDATION
9011 MOUNTAIN RIDGE DR STE 150	AUSTIN	TX	78759	N/A	501(C)(3)	GENERAL SUPPORT OF THE ORGANIZATION	$52,000
VALLEY INTERFAITH LEADERSHIP AND EDUCATION COUNCIL
4141 SOUTHWEST FREEWAY STE 650	HOUSTON	TX	77027	N/A	501(C)(3)	GENERAL SUPPORT OF THE ORGANIZATION	$25,000
WORKERS DEFENSE PROJECT
5604 MANOR ROAD	AUSTIN	TX	78723	N/A	501(C)(3)	GENERAL SUPPORT OF THE ORGANIZATION	$90,000
YOUTH RISE TEXAS
PO BOX 2319	AUSTIN	TX	78767	N/A	501(C)(3)	GENERAL SUPPORT OF THE ORGANIZATION	$25,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$1,696,500	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$2,833	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$798,090	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$256,545	ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

Field	Value	IRS element (for citing)
Desc	WF CASH BACK REWARDS	Desc
Exclusion	14	ExclusionCd
Exclusion	$20,626	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$1,078,094	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$1,078,094	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNum	Address Line1ContributorUSAddress/AddressLine1Txt	CityContributorUSAddress/CityNm	State AbbreviationContributorUSAddress/StateAbbreviationCd	ZIPContributorUSAddress/ZIPCd	Total ContributionsTotalContributionsAmt	Noncash ContributionNoncashContributionInd	Person ContributionPersonContributionInd
ALICE KUHN
1	609-A WOOD STREET	AUSTIN	TX	78703	$977,850	Yes (X)
DIMENSION PROPERTIES INC
2	609-A WOOD STREET	AUSTIN	TX	78703	$100,000		Yes (X)
ALICE KUHN
3	609-A WOOD STREET	AUSTIN	TX	78703	$9,850		Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Noncash Property	9,000 SHS EXXON MOBIL CORP (XOM)	NoncashPropertyDesc
Fair Market Value	$977,850	FairMarketValueAmt
Received	2022-12-05	ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$16,042	Amt
Net Investment Income	$8,021	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$8,021	DisbursementsCharitablePrpsAmt

Applied To Prior Year Election AppliedToPriorYearElection

Field	Value	IRS element (for citing)
Election	SECTION 4942(H)(2) ELECTION AS TO THE TREATMENT OF QUALIFYING DISTRIBUTIONSMICHAEL AND ALICE KUHN FOUNDATIONEIN: 74-2791217609-B WOOD STREET, AUSTIN, TEXAS 78703TAX YEAR ENDING: DECEMBER 31, 2017PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF:UNDISTRIBUTED INCOME FROM THE TAX YEAR(S) ENDING: 2014 - $120,2402015 - $226,852	ElectionDesc

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Field	Value	IRS element (for citing)
Bond	CORPORATE BONDS & CDS - WF 2928	BondNm
EOY Book Value	$20,255	EOYBookValueAmt
EOYFMV	$22,976	EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
CORPORATE STOCKS - CS 7897 & WF 2928	$12,784,061	$12,846,869
EXCHANGE TRADED FUNDS - CS 7897	$4,613,274	$4,579,492
OTHER INVESTMENTS - CS 7897	$1,191,592	$1,339,816

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL FEES	CategoryTxt
Legal Fees	$7,601	LegalFeesAmt
Net Investment Income	$3,801	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$3,800	DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDesc	BOY Book ValueBOYBookValueAmt	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
GRANTS APPROVED FOR FUTURE PYMT	$70,000	$0	$0
DUE FROM SCHWAB 7897		$137,569	$137,569

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	CHANGE IN UNREALIZED GAIN/LOSS ON SECURITIES	Desc
Amt	$269,099	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
D&O INSURANCE	$1,238	$619	$619
BANK SERVICE CHARGES	$625	$313	$312
CONTRACT LABOR	$1,350	$675	$675
INVESMENT EXPENSE	$1,140	$1,140	$0
COST ADJUSTMENT	$38,280	$38,280	$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	WF CASH BACK REWARDS	Desc
Revenue And Expenses Per Books	$20,626	RevenueAndExpensesPerBooksAmt
Adjusted Net Income	$20,626	AdjustedNetIncomeAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDesc	BOY Book ValueBOYBookValueAmt	EOY Book ValueEOYBookValueAmt
CREDIT CARD PAYABLE	-$175,377	-$82,764
PAYROLL LIABILITIES	$0	$23,580

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd
MICHAEL ALICE KUHN
609-A WOOD STREET	AUSTIN	TX	78703
DIMENSION PROPERTIES INC
609-A WOOD STREET	AUSTIN	TX	78703

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX	$17,351	$17,351	$0
FEDERAL EXCISE TAX	$10,000	$0	$0
PAYROLL TAX	$4,590	$2,295	$2,295