KAHLE-AUSTIN FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- KAHLE-AUSTIN FAMILY FOUNDATION (EIN 85-2286751)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-12-12
- IRS object ID
- 202323469349100612
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-12-12T09:49:12-08:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 371420474 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Fontanello Duffield & Otake LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 Montgomery Street Suite 1305 | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | 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 | 852286751 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KahleAustin Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KAHL | BusinessNameControlTxt |
| Phone | 4159318766 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 319 Main Street | AddressLine1Txt |
| City | Biddeford | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Brewster Kahle | PersonNm |
| Person Title | Chairman | PersonTitleTxt |
| Signature | 2023-12-12 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Brewster | PersonFirstNm |
| Person Last | Kahle | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Erik Satow | PreparerPersonNm |
| PTIN | P01410341 | PTIN |
| Phone | 4159830200 | 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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | $14,906,305 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $4,059,594 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $265,285 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $265,285 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$2,276,107 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,684,761 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,778,290 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,181 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $2,049,953 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,043,575 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $825 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $825 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $16,289 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $16,289 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $77,113 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $77,113 | OtherProfFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $590 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $590 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $94,817 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $77,113 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $17,704 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $770,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $770,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $864,817 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $77,113 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $787,704 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,185,136 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,966,462 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,921 | CashBOYAmt |
| Cash EOY | $1,795 | CashEOYAmt |
| Cash EOYFMV | $1,795 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,217,445 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,029,457 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,029,457 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $540,625 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $5,922,975 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $5,922,975 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $9,942,381 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,697,316 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,697,316 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,128,353 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,443,481 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,443,481 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,754,180 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,811,281 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,811,281 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $16,589,905 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,906,305 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,906,305 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $3,975 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $4,578 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $3,975 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,578 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $16,585,930 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $14,901,727 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,585,930 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,901,727 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,589,905 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,906,305 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,585,930 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,185,136 | ExcessRevenueOverExpensesAmt |
| Subtotal | $17,771,066 | SubtotalAmt |
| Other Decreases | $2,869,339 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,901,727 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Sale of Publicly Traded Securities | P | 2000-01-01 | 2022-12-31 | $7,625,167 | $9,903,116 | -$2,277,949 | -$2,277,949 |
| Sales of Donated Stocks | D | 2000-01-01 | 2022-12-31 | $4,059,594 | $3,355 | $4,056,239 | $4,056,239 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,778,290 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $27,334 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $27,334 | SubtotalAmt |
| Tax Based On Investment Income | $27,334 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $219,141 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $219,141 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $191,807 | OverpaymentAmt |
| Applied To ES Tax | $50,000 | AppliedToESTaxAmt |
| Refund | $141,807 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Meikle Hall | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4159318766 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 319 Main Street | AddressLine1Txt |
| City | Biddeford | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Brewster Kahle | ||||||
| 319 Main Street | San Francisco | CA | 94129 | Chairman | 2.00 | $0 |
| Mary K Austin | ||||||
| 319 Main Street | San Francisco | CA | 94129 | Director | 2.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Morgan Stanley | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 California Street 14th Fl | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Management | ServiceTypeTxt |
| Compensation | $77,113 | CompensationAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,345,885 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,817,384 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,163,269 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $15,163,269 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $227,449 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,935,820 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $746,791 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $746,791 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $27,334 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $27,334 | TotalTaxAmt |
| Distributable Before Adj | $719,457 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $719,457 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $719,457 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $787,704 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $787,704 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $719,457 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $639,806 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $639,806 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $787,704 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $719,457 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $68,247 | RemainingDistriFromCorpusAmt |
| Total Corpus | $708,053 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $708,053 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $639,806 | ExcessFromYear1Amt |
| Excess From Current Year | $68,247 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Brewster Kahle | ContributingManagerNm |
| Contributing Manager | Mary K Austin | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Fidelity Charitable | |||||||
| PO Box 770001 | Cincinnati | OH | 45277 | N/A | PC | General Support | $750,000 |
| San Francisco Center for the Book | |||||||
| 375 Rhode Island Street | San Francisco | CA | 94103 | N/A | PC | General Support | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $770,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $265,285 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$2,276,107 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Return of Capital | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,181 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$2,009,641 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$2,009,641 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 Person | Kahle Austin Revocable Trust | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 513B Simonds Loop | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94129 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $4,059,594 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 33549 Sh AMZN | NoncashPropertyDesc |
| Fair Market Value | $4,059,594 | FairMarketValueAmt |
| Received | 2022-10-05 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $16,289 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $16,289 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (8 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Toyota Motor Credit 2.625% 1/10/23 | $199,972 | $199,972 |
| Gilead Sciences 2.5% 9/1/23 | $246,223 | $246,223 |
| Pfizer 3.2% 9/15/23 | $197,672 | $197,672 |
| Xilinx 2.95% 6/1/24 | $194,654 | $194,654 |
| JPMorgan Chase 3.875% 9/10/24 | $196,189 | $196,189 |
| Estee Lauder 2.0% 12/1/24 | $189,894 | $189,894 |
| American Express 3.625% 12/5/24 | $195,163 | $195,163 |
| Accrued Interest | $23,714 | $23,714 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Eli Lilly & Co, 1,000 Sh | $365,840 | $365,840 |
| Johnson & Johnson, 2,100 Sh | $370,965 | $370,965 |
| Simon Ppty Group, 4,600 Sh | $540,408 | $540,408 |
| Thermo Fisher Scientific, 900 Sh | $495,621 | $495,621 |
| Abbvie Inc, 2,000 Sh | $323,220 | $323,220 |
| AES Corp, 12,800 Sh | $368,128 | $368,128 |
| Qualcomm Inc, 3,600 Sh | $395,784 | $395,784 |
| Blackstone Inc, 6,200 Sh | $459,978 | $459,978 |
| Crown Castle Inc, 2,000 Sh | $271,280 | $271,280 |
| Mastercard Inc, 1,000 Sh | $347,730 | $347,730 |
| Nike Inc, 2,200 Sh | $257,422 | $257,422 |
| TPG Inc, 18,000 Sh | $500,940 | $500,940 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $5,922,975 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $5,922,975 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| iShares Core S&P, 8,800 Sh | FMV | $717,376 | $717,376 |
| SPDR S&P Biotech, 3,500 Sh | FMV | $290,500 | $290,500 |
| Electric Avenue Island LLC | FMV | $2,000 | $2,000 |
| Makena Perpetual PE Fund | FMV | $801,405 | $801,405 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $825 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $825 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Office Expense | Desc |
| Revenue And Expenses Per Books | $590 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $590 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Return of Capital | Desc |
| Revenue And Expenses Per Books | $1,181 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Fees | CategoryTxt |
| Amt | $77,113 | Amt |
| Net Investment Income | $77,113 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |