STRATEGY STUDIO / PUBLIC DATA EXPLORER

KAHLE FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
KAHLE FAMILY FOUNDATION (EIN 38-4294292)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-02
IRS object ID
202521229349102652
Schema version
2024v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-05-02T13:35:15-04:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WILLIAM C MORAN & ASSOC PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16500 MAIN STREET STE 5AddressLine1Txt
CityBUFFALOCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14221ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN384294292EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Kahle Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKAHLBusinessNameControlTxt
Phone7166336500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16500 Main StreetAddressLine1Txt
CityWILLIAMSVILLECityNm
State AbbreviationNYStateAbbreviationCd
ZIP14221ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMark KahlePersonNm
Person TitlePresidentPersonTitleTxt
Phone7166336500PhoneNum
Signature2025-04-23SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWILLIAM C MORANPreparerPersonNm
PTINP00244493PTIN
Phone7166336500PhoneNum
Preparation2025-04-23PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$444,863FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$391,803ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$158InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$158InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$23,967DividendsRevAndExpnssAmt
Dividends Net Invst Incm$23,967DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss$108,408GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$108,408GrossRentsNetInvstIncmAmt
Net Rental Income Or Loss$82,695NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss$607,565NetGainSaleAstRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$607,565CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$607,565NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$1,131,901TotalRevAndExpnssAmt
Total Net Invst Incm$740,098TotalNetInvstIncmAmt
Total Adj Net Incm$607,565TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$20,769LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$10,664LegalFeesNetInvstIncmAmt
Taxes Rev And Expnss$3,939TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$15,330OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$15,030OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$40,038TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$25,694TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$900,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$900,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$940,038TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$25,694TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$900,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$191,863ExcessRevenueOverExpensesAmt
Net Investment Income$714,404NetInvestmentIncomeAmt
Adjusted Net Income$607,565AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$95,238CashEOYAmt
Cash EOYFMV$95,238CashEOYFMVAmt
Prepaid Expenses BOY$3,000PrepaidExpensesBOYAmt
Other Investments EOY$99,525OtherInvestmentsEOYAmt
Other Investments EOYFMV$99,525OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$250,100LandBldgEquipCostOrOtherBssAmt
Land BOY$250,000LandBOYAmt
Land EOY$250,100LandEOYAmt
Land EOYFMV$250,100LandEOYFMVAmt
Total Assets BOY$253,000TotalAssetsBOYAmt
Total Assets EOY$444,863TotalAssetsEOYAmt
Total Assets EOYFMV$444,863TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$253,000NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$444,863NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$253,000TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$444,863TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$253,000TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$444,863TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$253,000TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$191,863ExcessRevenueOverExpensesAmt
Subtotal$444,863SubtotalAmt
Tot Net Ast Or Fund Balances EOY$444,863TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
2400 shared DFUSD2024-09-042024-09-04$98,140$55,545$42,595$42,595
24834,453 units PEIYXD2024-09-042024-09-04$901,228$336,258$564,970$564,970
FieldValueIRS element (for citing)
Capital Gain Net Income$607,565CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$607,565NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$9,930InvestmentIncomeExciseTaxAmt
Subtotal$9,930SubtotalAmt
Tax Based On Investment Income$9,930TaxBasedOnInvestmentIncomeAmt
Tax Due$9,930TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Individual With BooksMARK KAHLEIndividualWithBooksNm
Phone7166336500PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16500 MAIN STREEAddressLine1Txt
CityWILLIAMSVILLECityNm
State AbbreviationNYStateAbbreviationCd
ZIP14221ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonMARK KAHLEPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line16500 MAIN STREEAddressLine1Txt
CityWILLIAMSVILLECityNm
State AbbreviationNYStateAbbreviationCd
ZIP14221ZIPCd
FieldValueIRS element (for citing)
TitlePRESIDENTTitleTxt
Average Hrs Per Wk Devoted To Pos1AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1HURRICANE BERYL TEXAS STORM RELIEFDescription1Txt
Expenses1$300,000Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$33,163AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$46,696AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$79,859TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$79,859AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,198CashDeemedCharitableAmt
Net Vl Noncharitable Assets$78,661NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,933MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,933MinimumInvestmentReturnAmt
Tax Based On Investment Income$9,930TaxBasedOnInvestmentIncomeAmt
Total Tax$9,930TotalTaxAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$900,000ExpensesAndContributionsAmt
Qualifying Distributions$900,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Qualifying Distributions$900,000QualifyingDistributionsAmt
Remaining Distri From Corpus$900,000RemainingDistriFromCorpusAmt
Total Corpus$900,000TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$900,000ExcessDistriCyovToNextYrAmt
Excess From Current Year$900,000ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonMARK KAHLERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line16500 MAIN STREEAddressLine1Txt
CityWILLIAMSVILLECityNm
State AbbreviationNYStateAbbreviationCd
ZIP14221ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7166336500RecipientPhoneNum
Form And Info And MaterialsWRITTEN SUBMISSIONS ONLYFormAndInfoAndMaterialsTxt
Submission DeadlinesOCTOBER 15THSubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
KIM SMART
ASHWOOD DRIVEHUMBLETX77338NONEICHARITABLE$100,000
SHERRY THOMAS
HIGHWAY 242CONROETX77302NONEICHARITABLE$100,000
ABIGAIL THOMAS
HIGHWAY 242CONROETX77302NONEICHARITABLE$100,000
ITAL AMER POLICE ASSN
PO BOX 1194 ELLICOTT STBUFFALONY14205PCCHARITABLE$600,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$900,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$158ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$23,967ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Exclusion16ExclusionCd
Exclusion$82,695ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$106,820ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$106,820TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonMARK KAHLEContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line16500 MAIN STREET STE 5AddressLine1Txt
CityWILLIAMSVILLECityNm
State AbbreviationNYStateAbbreviationCd
ZIP14221ZIPCd
FieldValueIRS element (for citing)
Total Contributions$999,367TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
124834 units Putnam Fund PEIYX$901,2282024-09-04
12400 Shares DIMENSIONAL ETF DFUS$98,1402024-09-04

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
Filing fees$250
bank fees$30
Rental property monitoring fees$14,400$14,400
rental property permit$400$400
rental property tax$220$200
rental property fee$30$30