MICHAEL & ALICE KUHN FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MICHAEL & ALICE KUHN FOUNDATION (EIN 74-2791217)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-14
- IRS object ID
- 202521349349104332
- Schema version
- 2024v5.1
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-14T15:15:46-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 5125758002 | 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 | 5125758002 | PhoneNum |
| Signature | 2025-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $28,913,755 | 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 | $10,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $379,193 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $379,193 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $610,731 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $610,731 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $207,525 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,202,861 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $207,525 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $11,197,449 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,197,449 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $185,475 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $124,821 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $60,654 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $21,318 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $10,659 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $10,659 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $52,038 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $26,019 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $26,019 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $19,596 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,798 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $9,798 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $24,199 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12,411 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $6,788 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,457 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $2,729 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,728 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $179,970 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $150,229 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $29,741 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $488,053 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $336,666 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $146,387 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,788,858 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,788,858 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,276,911 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $336,666 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,935,245 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,920,538 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $860,783 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $419,021 | CashBOYAmt |
| Cash EOY | $509,459 | CashEOYAmt |
| Cash EOYFMV | $509,459 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $1,668,627 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,668,627 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $18,207,582 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $23,798,374 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $26,735,669 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $31,619 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $18,658,222 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,976,460 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $28,913,755 | TotalAssetsEOYFMVAmt |
| Grants Payable EOY | $60,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $197 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,792 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $197 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $63,792 | 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 | $18,658,025 | RetainedEarningBOYAmt |
| Retained Earning EOY | $25,912,668 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,658,025 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $25,912,668 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,658,222 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $25,976,460 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,658,025 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,920,538 | ExcessRevenueOverExpensesAmt |
| Other Increases | $15,000 | OtherIncreasesAmt |
| Subtotal | $26,593,563 | SubtotalAmt |
| Other Decreases | $680,895 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $25,912,668 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (80 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| JOHNSON & JOHNSON | P | 2024-01-05 | 2024-02-27 | $1,927 | $1,933 | -$6 | -$6 |
| JOHNSON & JOHNSON | P | 2023-11-13 | 2024-02-27 | $133,155 | $122,273 | $10,882 | $10,882 |
| JOHNSON & JOHNSON | P | 2023-11-06 | 2024-02-27 | $161,424 | $152,479 | $8,945 | $8,945 |
| THE COCA-COLA CO | P | 2024-01-05 | 2024-02-27 | $1,994 | $1,976 | $18 | $18 |
| THE COCA-COLA CO | P | 2023-11-13 | 2024-02-27 | $125,718 | $118,322 | $7,396 | $7,396 |
| THE COCA-COLA CO | P | 2023-11-06 | 2024-02-27 | $161,905 | $152,532 | $9,373 | $9,373 |
| PHILIP MORRIS INTL | P | 2024-01-05 | 2024-02-27 | $1,898 | $2,006 | -$108 | -$108 |
| PHILIP MORRIS INTL | P | 2023-11-13 | 2024-02-27 | $121,825 | $120,922 | $903 | $903 |
| PHILIP MORRIS INTL | P | 2023-11-06 | 2024-02-27 | $150,203 | $151,832 | -$1,629 | -$1,629 |
| ABBVIE INC | P | 2020-03-16 | 2024-04-03 | $42,446 | $18,226 | $24,220 | $24,220 |
| AMAZON.COM INC | P | 2024-01-05 | 2024-04-03 | $2,553 | $2,049 | $504 | $504 |
| AMAZON.COM INC | P | 2023-11-13 | 2024-04-03 | $43,404 | $33,532 | $9,872 | $9,872 |
| BROADCOM INC | P | 2024-01-05 | 2024-04-03 | $2,747 | $2,107 | $640 | $640 |
| BROADCOM INC | P | 2023-11-13 | 2024-04-03 | $82,406 | $56,838 | $25,568 | $25,568 |
| D R HORTON CO | P | 2024-01-05 | 2024-04-03 | $2,051 | $1,948 | $103 | $103 |
| D R HORTON CO | P | 2023-11-13 | 2024-04-03 | $39,750 | $30,860 | $8,890 | $8,890 |
| JPMORGAN CHASE & CO | P | 2024-01-05 | 2024-04-03 | $2,386 | $2,077 | $309 | $309 |
| JPMORGAN CHASE & CO | P | 2023-11-13 | 2024-04-03 | $66,024 | $48,402 | $17,622 | $17,622 |
| MERCK & CO. INC. | P | 2024-01-05 | 2024-04-03 | $2,212 | $1,996 | $216 | $216 |
| MERCK & CO. INC. | P | 2023-11-06 | 2024-04-03 | $46,453 | $36,948 | $9,505 | $9,505 |
| CHARLES SCHWAB CORP | P | 2024-01-05 | 2024-04-03 | $2,148 | $2,035 | $113 | $113 |
| CHARLES SCHWAB CORP | P | 2023-11-13 | 2024-04-03 | $48,906 | $36,933 | $11,973 | $11,973 |
| CINCINNATI FINL CORP 6.92% 05/15/2028 | P | 2023-11-15 | 2024-08-06 | $269,600 | $261,380 | $8,220 | $8,220 |
| EDISON INTERNTNL 5.3% 03/01/2028 CALLABLE | P | 2023-11-15 | 2024-08-06 | $204,675 | $199,125 | $5,550 | $5,550 |
| STATE STREET CORP 5.272% 08/03/2026 CALLABLE | P | 2023-11-15 | 2024-08-06 | $202,575 | $198,841 | $3,734 | $3,734 |
| TRUIST FINL CORP VAR 01/26/2029 CALLABLE | P | 2023-11-16 | 2024-08-06 | $199,925 | $190,911 | $9,014 | $9,014 |
| UNITEDHEALTH GROUP I 4.9% 04/15/2031 CALLABLE | P | 2024-04-03 | 2024-08-06 | $254,843 | $248,270 | $6,573 | $6,573 |
| CLIFFWATER CORPORATE LENDING I | P | 2024-01-05 | 2024-08-14 | $20,353 | $20,069 | $284 | $284 |
| CLIFFWATER CORPORATE LENDING I | P | 2023-11-06 | 2024-08-14 | $297,976 | $293,824 | $4,152 | $4,152 |
| STATE STREET CORP VAR CALLABLE | P | 2023-11-06 | 2024-09-16 | $250,000 | $245,135 | $4,865 | $4,865 |
| JPMORGAN CHASE & CO. VAR CALLABLE | P | 2023-11-06 | 2024-10-01 | $250,000 | $249,076 | $924 | $924 |
| CHEVRON CORP NEW | P | 2024-10-07 | 2024-10-23 | $78,923 | $79,889 | -$966 | -$966 |
| CHEVRON CORP NEW | P | 2024-04-18 | 2024-10-23 | $18,271 | $19,198 | -$927 | -$927 |
| CHEVRON CORP NEW | P | 2024-01-05 | 2024-10-23 | $1,947 | $1,970 | -$23 | -$23 |
| CHEVRON CORP NEW | P | 2023-11-13 | 2024-10-23 | $128,643 | $122,858 | $5,785 | $5,785 |
| CHEVRON CORP NEW | P | 2023-11-06 | 2024-10-23 | $154,251 | $152,701 | $1,550 | $1,550 |
| EOG RES INC | P | 2024-10-07 | 2024-10-23 | $73,775 | $80,135 | -$6,360 | -$6,360 |
| EOG RES INC | P | 2024-04-18 | 2024-10-23 | $17,979 | $19,175 | -$1,196 | -$1,196 |
| EOG RES INC | P | 2024-01-05 | 2024-10-23 | $2,108 | $2,050 | $58 | $58 |
| EOG RES INC | P | 2023-11-13 | 2024-10-23 | $125,727 | $124,712 | $1,015 | $1,015 |
| EOG RES INC | P | 2023-11-06 | 2024-10-23 | $147,178 | $150,332 | -$3,154 | -$3,154 |
| US TREASURY BILL 04/17/2025 | P | 2024-05-03 | 2024-11-13 | $110,922 | $107,728 | $3,194 | $3,194 |
| US TREASURY 3.5% 09/15/2025 | P | 2023-11-06 | 2024-11-13 | $107,245 | $106,739 | $506 | $506 |
| US TREASURY 3.875% 09/30/2029 | P | 2024-10-07 | 2024-11-13 | $981,140 | $999,102 | -$17,962 | -$17,962 |
| US TREASURY 3.875% 04/30/2025 | P | 2023-11-06 | 2024-11-13 | $106,734 | $106,411 | $323 | $323 |
| US TREASURY 5% 09/30/2025 | P | 2024-10-31 | 2024-11-13 | $110,584 | $110,595 | -$11 | -$11 |
| US TREASURY 3.625% 09/30/2031 | P | 2024-10-07 | 2024-11-13 | $956,880 | $982,939 | -$26,059 | -$26,059 |
| APPLE INC | P | 2024-10-07 | 2024-11-13 | $43,946 | $44,184 | -$238 | -$238 |
| ABBVIE INC | P | 2024-10-07 | 2024-11-13 | $43,900 | $49,777 | -$5,877 | -$5,877 |
| AMAZON.COM INC | P | 2023-11-06 | 2024-11-13 | $44,175 | $29,222 | $14,953 | $14,953 |
| BROADCOM INC | P | 2024-10-07 | 2024-11-13 | $43,798 | $44,665 | -$867 | -$867 |
| ASTRAZENECA PLC ADR | P | 2024-10-07 | 2024-11-13 | $43,997 | $52,443 | -$8,446 | -$8,446 |
| CANADIAN NAT RES LTD | P | 2024-10-07 | 2024-11-13 | $27,666 | $30,302 | -$2,636 | -$2,636 |
| CANADIAN NAT RES LTD | P | 2024-04-18 | 2024-11-13 | $16,441 | $19,270 | -$2,829 | -$2,829 |
| D R HORTON INC | P | 2024-10-07 | 2024-11-13 | $43,971 | $49,577 | -$5,606 | -$5,606 |
| ENBRIDGE INC | P | 2024-10-23 | 2024-11-13 | $44,018 | $42,931 | $1,087 | $1,087 |
| ALPHABET INC A | P | 2023-11-06 | 2024-11-13 | $43,915 | $31,826 | $12,089 | $12,089 |
| HONEYWELL INTL INC | P | 2023-11-06 | 2024-11-13 | $43,810 | $35,050 | $8,760 | $8,760 |
| JPMORGAN CHASE & CO | P | 2023-11-06 | 2024-11-13 | $43,823 | $25,768 | $18,055 | $18,055 |
| LOCKHEED MARTIN CORP | P | 2024-10-07 | 2024-11-13 | $43,683 | $47,345 | -$3,662 | -$3,662 |
| MCDONALDS CORP | P | 2024-10-07 | 2024-11-13 | $43,961 | $44,952 | -$991 | -$991 |
| META PLATFORMS INC A | P | 2024-10-07 | 2024-11-13 | $43,481 | $44,796 | -$1,315 | -$1,315 |
| MERCK & CO. INC. | P | 2024-10-07 | 2024-11-13 | $28,869 | $32,470 | -$3,601 | -$3,601 |
| MERCK & CO. INC. | P | 2024-04-18 | 2024-11-13 | $15,173 | $19,197 | -$4,024 | -$4,024 |
| MICROSOFT CORP | P | 2023-11-06 | 2024-11-13 | $43,794 | $37,085 | $6,709 | $6,709 |
| NEXTERA ENERGY INC | P | 2024-10-07 | 2024-11-13 | $43,831 | $48,380 | -$4,549 | -$4,549 |
| NOVO-NORDISK A S ADR | P | 2024-04-18 | 2024-11-13 | $16,768 | $19,297 | -$2,529 | -$2,529 |
| NOVO-NORDISK A S ADR | P | 2024-02-27 | 2024-11-13 | $27,302 | $31,074 | -$3,772 | -$3,772 |
| BLUE OWL CAP INC A | P | 2024-10-07 | 2024-11-13 | $44,179 | $40,864 | $3,315 | $3,315 |
| PROLOGIS INC REIT | P | 2024-10-07 | 2024-11-13 | $42,301 | $44,345 | -$2,044 | -$2,044 |
| PROLOGIS INC REIT | P | 2024-01-05 | 2024-11-13 | $1,734 | $1,977 | -$243 | -$243 |
| QUANTA SVCS INC | P | 2024-10-23 | 2024-11-13 | $43,829 | $41,236 | $2,593 | $2,593 |
| CHARLES SCHWAB CORP | P | 2023-04-17 | 2024-11-13 | $44,063 | $28,250 | $15,813 | $15,813 |
| UNITEDHEALTH GROUP I | P | 2023-11-06 | 2024-11-13 | $43,809 | $38,177 | $5,632 | $5,632 |
| VISA INC A | P | 2023-11-06 | 2024-11-13 | $43,925 | $34,664 | $9,261 | $9,261 |
| WALMART INC | P | 2023-11-06 | 2024-11-13 | $43,910 | $28,259 | $15,651 | $15,651 |
| JPMORGAN CHASE & CO. VAR 12/15/2025 CALLABLE | P | 2023-11-15 | 2024-12-15 | $500,000 | $497,562 | $2,438 | $2,438 |
| US TREASURY BILL MATURED | P | 2024-10-31 | $111,000 | $111,000 | $0 | $0 | |
| US TREASURY BILL MATURED | P | 2024-05-02 | $108,000 | $108,000 | $0 | $0 | |
| WF - FIDELITY GOVT PORT INST | P | 2024-04-04 | 2024-11-04 | $70,000 | $70,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $207,525 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,965 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,965 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,965 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,456 | 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 | $4,456 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $152 | EsPenaltyAmt |
| Tax Due | $7,661 | TaxDueAmt |
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 | 0 | 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 | 5125758002 | 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 |
|---|---|---|---|---|---|---|---|---|
| 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 | 20.00 | $68,166 | $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 |
| PETER HELF | ||||||||
| 2105 MATTERHORN LN | AUSTIN | TX | 78704 | EXECUTIVE DIRECTOR | 40.00 | $113,309 | $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 | YTTERBERG DEERY KNULL LLP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 S MOPAC EXPWY BLDG 1 STE 510 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78746 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | LEGAL FEES | ServiceTypeTxt |
| Compensation | $52,038 | 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 | $24,488,828 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,725,561 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $26,214,389 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $26,214,389 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $393,216 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $25,821,173 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,291,059 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,291,059 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,965 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,965 | TotalTaxAmt |
| Distributable Before Adj | $1,279,094 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,279,094 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,279,094 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,935,245 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,935,245 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,279,094 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $472,374 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,172,274 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,644,648 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,935,245 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,279,094 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,656,151 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,300,799 | 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 | $3,300,799 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $472,374 | ExcessFromYear2Amt |
| Excess From Year1 | $1,172,274 | ExcessFromYear1Amt |
| Excess From Current Year | $1,656,151 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ALICE KUHN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (58 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABOLISH PRIVATE PRISONS | |||||||
| 24 W CAMELBACK RD STE A BOX 439 | PHOENIX | AZ | 85013 | N/A | PC | GENERAL SUPPORT OF THE ORGANIZATION | $25,000 |
| ACLU FOUNDATION OF TEXAS | |||||||
| PO BOX 8306 | HOUSTON | TX | 77288 | N/A | PC | GENERAL SUPPORT OF THE ORGANIZATION | $40,000 |
| AFP AUSTIN | |||||||
| 5900 BALCONES DR 8691 | AUSTIN | TX | 78731 | N/A | PC | GENERAL SUPPORT OF THE ORGANIZATION | $220 |
| ALBUQUERQUE INTERFAITH | |||||||
| 4300 BLAKE RD SW | ALBUQUERQUE | NM | 87121 | N/A | PC | GENERAL SUPPORT OF THE ORGANIZATION | $25,000 |
| AUSTIN CHAMBER MUSIC CENTER | |||||||
| 7600 BURNET ROAD 190 | AUSTIN | TX | 78757 | N/A | PC | GENERAL SUPPORT OF THE ORGANIZATION | $10,000 |
| AUSTIN PARTNERS IN EDUCATION | |||||||
| 3100 E 4TH STREET | AUSTIN | TX | 78702 | N/A | PC | GENERAL SUPPORT OF THE ORGANIZATION | $20,000 |
| AVODAH | |||||||
| 125 MAIDEN LANE 8B | NEW YORK | NY | 10038 | N/A | PC | GENERAL SUPPORT OF THE ORGANIZATION | $80,000 |
| BALLET AUSTIN | |||||||
| 3002 GUADALUPE | AUSTIN | TX | 78705 | N/A | PC | GENERAL SUPPORT OF THE ORGANIZATION | $7,500 |
| BEND THE ARC | |||||||
| 260 5TH AVENUE | NEW YORK | NY | 10001 | N/A | PC | GENERAL SUPPORT OF THE ORGANIZATION | $40,000 |
| BREAKTHROUGH CENTRAL TEXAS | |||||||
| 1050 E 11TH STREET | AUSTIN | TX | 78702 | N/A | PC | GENERAL SUPPORT OF THE ORGANIZATION | $100,000 |
| CENTRAL TEXAS INTERFAITH | |||||||
| 1301 S IH35 | AUSTIN | TX | 78741 | N/A | PC | GENERAL SUPPORT OF THE ORGANIZATION | $70,000 |
| CENTRO DE TRABAJADORES UNIDOS EN LA LUCHA (CTUL) | |||||||
| 3715 CHICAGO AVE SOUTH | MINNEAPOLIS | MN | 55407 | N/A | PC | GENERAL SUPPORT OF THE ORGANIZATION | $65,000 |
| CLERGY AND LAITY UNITED FOR ECONOMIC JUSTICE (CLUE) | |||||||
| 464 LUCAS AVE STE 202 | LOS ANGELES | CA | 90017 | N/A | PC | GENERAL SUPPORT OF THE ORGANIZATION | $105,000 |
| CLOCKSHOP | |||||||
| 2806 CLEARWATER ST | LOS ANGELES | CA | 90039 | N/A | PC | GENERAL SUPPORT OF THE ORGANIZATION | $60,000 |
| COMMUNITIES IN SCHOOLS OF CENTRAL TEXAS | |||||||
| 3000 S I-35 FRONTAGE RD STE 200 | AUSTIN | TX | 78704 | N/A | PC | GENERAL SUPPORT OF THE ORGANIZATION | $35,000 |
| COPSMETRO EDUCATION FUND | |||||||
| 1511 SALTILLO ST | SAN ANTONIO | TX | 78207 | N/A | PC | GENERAL SUPPORT OF THE ORGANIZATION | $60,000 |
| CORPORATE ACCOUNTABILITY LAB | |||||||
| 6214 N GLENWOOD AVE | CHICAGO | IL | 60660 | N/A | PC | GENERAL SUPPORT OF THE ORGANIZATION | $45,000 |
| DALLAS AREA INTERFAITH SPONSORING COMMITTEE (DAISC) | |||||||
| 1104 LUPO DRIVE | DALLAS | TX | 75207 | N/A | PC | GENERAL SUPPORT OF THE ORGANIZATION | $65,000 |
| EDUCATIONAL LAW CENTER-PA | |||||||
| 1800 JOHN F KENNEDY BLVD | PHILADELPHIA | PA | 19104 | N/A | PC | GENERAL SUPPORT OF THE ORGANIZATION | $50,000 |
| EL BUEN SAMARITANO | |||||||
| 7000 WOODHUE DR | AUSTIN | TX | 78745 | N/A | PC | GENERAL SUPPORT OF THE ORGANIZATION | $5,000 |
| EL PASO CIVIC EDUCATION ORGANIZATION | |||||||
| 1415 DAKOTA ST | EL PASO | TX | 79930 | N/A | PC | GENERAL SUPPORT OF THE ORGANIZATION | $35,000 |
| EVERY TEXAN | |||||||
| 7020 EASY WIND DR STE 200 | AUSTIN | TX | 78752 | N/A | PC | GENERAL SUPPORT OF THE ORGANIZATION | $150,000 |
| FAITH IN ACTION ALABAMA | |||||||
| 2100 4TH AVE NORTH | BIRMINGHAM | AL | 35203 | N/A | PC | GENERAL SUPPORT OF THE ORGANIZATION | $20,000 |
| FOUNDATION COMMUNITIES | |||||||
| 3036 S 1ST | AUSTIN | TX | 78704 | N/A | PC | GENERAL SUPPORT OF THE ORGANIZATION | $60,000 |
| GRASSROOTS LEADERSHIP | |||||||
| 2301 E CESAR CHAVEZ STREET | AUSTIN | TX | 78702 | N/A | PC | GENERAL SUPPORT OF THE ORGANIZATION | $25,000 |
| GULF COAST LEADERSHIP COUNCIL | |||||||
| 4141 SOUTHWEST FREEWAY STE 650 | HOUSTON | TX | 77027 | N/A | PC | GENERAL SUPPORT OF THE ORGANIZATION | $70,000 |
| HUSTON-TILLOTSON UNIVERSITY | |||||||
| 900 CHICON ST | AUSTIN | TX | 78702 | N/A | PC | GENERAL SUPPORT OF THE ORGANIZATION | $30,000 |
| INTERFAITH PHILADELPHIA | |||||||
| 199 W OXFORD STREET SUITE A | PHILADELPHIA | PA | 19122 | N/A | PC | GENERAL SUPPORT OF THE ORGANIZATION | $40,000 |
| JEWISH ALLIANCE FOR LAW AND SOCIAL ACTION (JALSA) | |||||||
| 18 TREMONT STREET SUITE 320 | BOSTON | MA | 02108 | N/A | PC | GENERAL SUPPORT OF THE ORGANIZATION | $50,000 |
| JEWISH COMMUNITY ACTION | |||||||
| 2375 UNIVERSITY AVENUE W 150 | ST PAUL | MN | 55114 | N/A | PC | GENERAL SUPPORT OF THE ORGANIZATION | $100,000 |
| JEWISH ORGANIZING INSTITUTE & NETWORK (JOIN) | |||||||
| 359 BOYLSTON STREET | BOSTON | MA | 02116 | N/A | PC | GENERAL SUPPORT OF THE ORGANIZATION | $75,000 |
| LAWYERS FOR GOOD GOVERNMENT | |||||||
| 6218 GEORGIA AVE NW 5001 | WASHINGTON | DC | 20011 | N/A | PC | GENERAL SUPPORT OF THE ORGANIZATION | $40,000 |
| MINDPOP | |||||||
| 5511 PARKCREST 207 | AUSTIN | TX | 78731 | N/A | PC | GENERAL SUPPORT OF THE ORGANIZATION | $10,000 |
| NEIGHBORHOOD HOUSE | |||||||
| 179 ROBLE STREET E | ST PAUL | MN | 55107 | N/A | PC | GENERAL SUPPORT OF THE ORGANIZATION | $60,000 |
| ORGANIZATIONAL INSTITUTE OF WEST SOUTHWEST IAF | |||||||
| 704 E WONSLEY DR STE 200 | AUSTIN | TX | 78753 | N/A | PC | GENERAL SUPPORT OF THE ORGANIZATION | $25,000 |
| PIMA COUNTY INTERFAITH CIVIC EDUCATION ORGANIZATION | |||||||
| 3200 N LOS ALTOS AVE | TUSCON | AZ | 85705 | N/A | PC | GENERAL SUPPORT OF THE ORGANIZATION | $25,000 |
| POWER INTERFAITH | |||||||
| 1419 N 11TH STREET | PHILADELPHIA | PA | 19122 | N/A | PC | GENERAL SUPPORT OF THE ORGANIZATION | $35,000 |
| PROJECT FOR PRIDE IN LIVING (PPL) | |||||||
| 1035 E FRANKLIN AVENUE | MINNEAPOLIS | MN | 55404 | N/A | PC | GENERAL SUPPORT OF THE ORGANIZATION | $50,000 |
| SEEDLING FOUNDATION | |||||||
| 8001 CENTRE PARK DR 140 | AUSTIN | TX | 78754 | N/A | PC | GENERAL SUPPORT OF THE ORGANIZATION | $25,000 |
| ST EDWARDS UNIVERSITY | |||||||
| 3001 S CONGRESS AVE | AUSTIN | TX | 78704 | N/A | PC | GENERAL SUPPORT OF THE ORGANIZATION | $52,400 |
| SWIPE OUT HUNGER | |||||||
| 3751 MOTOR AVE | LOS ANGELES | CA | 90034 | N/A | PC | GENERAL SUPPORT OF THE ORGANIZATION | $40,000 |
| TEXAS CIVIL RIGHTS PROJECT | |||||||
| 1405 MONTOPOLIS DRIVE | AUSTIN | TX | 78741 | N/A | PC | GENERAL SUPPORT OF THE ORGANIZATION | $25,000 |
| TEXAS FAIR DEFENSE PROJECT | |||||||
| 314 E HIGHLAND MALL BLVD 204 | AUSTIN | TX | 78752 | N/A | PC | GENERAL SUPPORT OF THE ORGANIZATION | $25,000 |
| TEXAS FREEDOM NETWORK | |||||||
| 608 W 22ND STREET | AUSTIN | TX | 78705 | N/A | PC | GENERAL SUPPORT OF THE ORGANIZATION | $30,000 |
| THE MULTICULURAL INSTITUTE | |||||||
| 1920 SEVENTH ST | BERKELEY | CA | 94710 | N/A | PC | GENERAL SUPPORT OF THE ORGANIZATION | $60,000 |
| THE NEW PHILANTHROPISTS | |||||||
| PO BOX 302528 | AUSTIN | TX | 78703 | N/A | PC | GENERAL SUPPORT OF THE ORGANIZATION | $35,000 |
| THE POWER OF PEOPLE LEADERSHIP INSTITUTE | |||||||
| 600 N 18TH AVE | MINNEAPOLIS | MN | 55411 | N/A | PC | GENERAL SUPPORT OF THE ORGANIZATION | $50,000 |
| THE WORKMAN'S CIRCLE | |||||||
| 247 W 37TH STREET 5TH FL | NEW YORK | NY | 10018 | N/A | PC | GENERAL SUPPORT OF THE ORGANIZATION | $40,000 |
| THINK NEW MEXICO | |||||||
| 1227 PASEO DE PERALTA | SANTA FE | NM | 87501 | N/A | PC | GENERAL SUPPORT OF THE ORGANIZATION | $17,500 |
| TRUAH-RABBIS FOR HUMAN RIGHTS | |||||||
| 333 7TH AVENUE | NEW YORK | NY | 10001 | N/A | PC | GENERAL SUPPORT OF THE ORGANIZATION | $55,000 |
| UNION FOR REFORM JUDAISM | |||||||
| 633 THIRD AVE | NEW YROK CITY | NY | 10017 | N/A | PC | GENERAL SUPPORT OF THE ORGANIZATION | $150,000 |
| UNIVERSITY OF TEXAS - DALLAS | |||||||
| 800 W CAMPBELL ROAD | RICHARDSON | TX | 75080 | N/A | PC | GENERAL SUPPORT OF THE ORGANIZATION | $85,000 |
| UNIVERSITY OF TEXAS - SAN ANTONIO | |||||||
| 1 UTSSA CIRCLE | SAN ANTONIO | TX | 78249 | N/A | PC | GENERAL SUPPORT OF THE ORGANIZATION | $101,238 |
| UNIVERSITY OF TEXAS FOUNDATION LITERACY FIRST | |||||||
| 9011 MOUNTAIN RIDGE DR STE 150 | AUSTIN | TX | 78759 | N/A | PC | GENERAL SUPPORT OF THE ORGANIZATION | $25,000 |
| UNIVERSITY OF TEXAS FOUNDATION | |||||||
| 9011 MOUNTAIN RIDGE DR STE 150 | AUSTIN | TX | 78759 | N/A | PC | GENERAL SUPPORT OF THE ORGANIZATION | $70,000 |
| VALLEY INTERFAITH LEADERSHIP AND EDUCATION COUNCIL | |||||||
| 4141 SOUTHWEST FREEWAY STE 650 | HOUSTON | TX | 77027 | N/A | PC | GENERAL SUPPORT OF THE ORGANIZATION | $40,000 |
| VIP EDUCATION FUND | |||||||
| 3530 N 32ND ST | PHOENIX | AZ | 85018 | N/A | PC | GENERAL SUPPORT OF THE ORGANIZATION | $25,000 |
| WORKERS DEFENSE PROJECT | |||||||
| 5604 MANOR ROAD | AUSTIN | TX | 78723 | N/A | PC | GENERAL SUPPORT OF THE ORGANIZATION | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,788,858 | 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 | $379,193 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $610,731 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $207,525 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,197,449 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,197,449 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL J KUHN ESTATE | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | $10,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $19,596 | Amt |
| Net Investment Income | $9,798 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,798 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CORPORATE STOCKS, BONDS, MF, ETFS & OTHER | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $23,798,374 | BookValueAmt |
| EOYFMV | $26,735,669 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $52,038 | LegalFeesAmt |
| Net Investment Income | $26,019 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $26,019 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM SCHWAB 7897 | Desc |
| BOY Book Value | $31,619 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PPA FOR EXO STOCK AT TRANSFER IN | Desc |
| Amt | $680,895 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONTRACT LABOR | $47,526 | $23,763 | $23,763 |
| COST ADJUSTMENT | $28,840 | $28,840 | $0 |
| DUES & SUBSCRIPTIONS | $478 | $239 | $239 |
| D&O INSURANCE | $1,199 | $600 | $599 |
| INVESTMENT EXPENSES ADR FEES | $91,646 | $91,646 | $0 |
| MEALS | $1,848 | $924 | $924 |
| OFFICE EXPENSE | $4,327 | $2,164 | $2,163 |
| PAYROLL EXPENSE | $4,106 | $2,053 | $2,053 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PPA FOR VOIDED GRANT TO YOUTH RISE TX | Desc |
| Amt | $15,000 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| PAYROLL LIABILITIES | $0 | $896 |
| CREDIT CARD LIABILITIES | $197 | $896 |
| DIRECTOR FEE PAYABLE | $0 | $2,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $5,622 | $5,622 | $0 |
| FEDERAL EXCISE TAX | $5,000 | $0 | $0 |
| PAYROLL TAX | $13,577 | $6,789 | $6,788 |