MICHAEL & ALICE KUHN FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MICHAEL & ALICE KUHN FOUNDATION (EIN 74-2791217)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202243199349108304
- Schema version
- 2021v4.2
- 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
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T16:05:18-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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-B 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 | 2022-11-14 | 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 |
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 | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $23,340,687 | 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 | $891,478 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,429 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,429 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $696,388 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $696,388 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $740,894 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,421,774 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $740,894 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $15,472 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,346,661 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,439,711 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $60,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $30,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $30,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,681 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,341 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,340 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $30,460 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,308 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,957 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,082 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $705 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $75 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $101,223 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $41,354 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $34,372 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,219,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,219,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,321,023 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $41,354 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,254,172 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,025,638 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,398,357 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,955,001 | CashBOYAmt |
| Cash EOY | $959,309 | CashEOYAmt |
| Cash EOYFMV | $959,309 | CashEOYFMVAmt |
| Prepaid Expenses EOY | $78,942 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $78,942 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $16,384,242 | CorporateStockBOYAmt |
| Corporate Stock EOY | $18,478,957 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $22,201,210 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $20,255 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $20,255 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $31,226 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $70,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $70,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $18,359,498 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,607,463 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,340,687 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $162,000 | GrantsPayableBOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | -$175,377 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $162,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | -$175,377 | 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 | $18,197,498 | RetainedEarningBOYAmt |
| Retained Earning EOY | $19,782,840 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,197,498 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,782,840 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,359,498 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,607,463 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,197,498 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,025,638 | ExcessRevenueOverExpensesAmt |
| Other Increases | $599,780 | OtherIncreasesAmt |
| Subtotal | $19,822,916 | SubtotalAmt |
| Other Decreases | $40,076 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $19,782,840 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (119 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| CAPTIAL GAIN DISTRIBUTIONS | P | $0 | $0 | ||||
| CISCO SYSTEMS INC | P | $28 | $28 | 2019-11-26 | 2021-02-10 | $1,395 | $1,367 |
| CISCO SYSTEMS INC | P | $86 | $86 | 2019-11-26 | 2021-02-10 | $4,186 | $4,100 |
| CISCO SYSTEMS INC | P | $95 | $95 | 2019-11-26 | 2021-02-10 | $4,651 | $4,556 |
| CISCO SYSTEMS INC | P | $121 | $121 | 2019-11-26 | 2021-02-10 | $5,953 | $5,832 |
| CISCO SYSTEMS INC | P | $163 | $163 | 2019-11-26 | 2021-02-10 | $7,999 | $7,836 |
| CISCO SYSTEMS INC | P | $266 | $266 | 2019-11-26 | 2021-02-10 | $13,023 | $12,757 |
| CISCO SYSTEMS INC | P | $285 | $285 | 2019-11-26 | 2021-02-10 | $13,953 | $13,668 |
| CISCO SYSTEMS INC | P | $285 | $285 | 2019-11-26 | 2021-02-10 | $13,953 | $13,668 |
| CISCO SYSTEMS INC | P | $285 | $285 | 2019-11-26 | 2021-02-10 | $13,953 | $13,668 |
| CISCO SYSTEMS INC | P | $285 | $285 | 2019-11-26 | 2021-02-10 | $13,953 | $13,668 |
| CISCO SYSTEMS INC | P | $379 | $379 | 2019-11-26 | 2021-02-10 | $18,603 | $18,224 |
| CISCO SYSTEMS INC | P | $379 | $379 | 2019-11-26 | 2021-02-10 | $18,603 | $18,224 |
| CISCO SYSTEMS INC | P | $474 | $474 | 2019-11-26 | 2021-02-10 | $23,254 | $22,780 |
| CISCO SYSTEMS INC | P | $664 | $664 | 2019-11-26 | 2021-02-10 | $32,556 | $31,892 |
| CISCO SYSTEMS INC | P | $15,183 | $15,183 | 2019-11-26 | 2021-02-10 | $744,143 | $728,960 |
| DAIMLER AG | P | $36,999 | $36,999 | 2018-08-14 | 2021-11-01 | $100,999 | $64,000 |
| DAIMLER AG | P | $55,499 | $55,499 | 2018-08-14 | 2021-11-01 | $151,499 | $96,000 |
| EXXON MOBIL CORP | P | -$18,900 | -$18,900 | 2018-02-07 | 2021-10-26 | $98,100 | $117,000 |
| EXXON MOBIL CORP | P | -$31,501 | -$31,501 | 2018-02-07 | 2021-10-26 | $163,499 | $195,000 |
| EXXON MOBIL CORP | P | -$67 | -$67 | 2019-08-08 | 2021-10-26 | $916 | $983 |
| EXXON MOBIL CORP | P | -$9,533 | -$9,533 | 2019-08-05 | 2021-10-26 | $129,884 | $139,417 |
| FACEBOOK INC | P | $1,422 | $1,422 | 2015-08-24 | 2021-04-07 | $1,876 | $454 |
| FACEBOOK INC | P | $2,846 | $2,846 | 2015-08-24 | 2021-04-07 | $3,753 | $907 |
| FACEBOOK INC | P | $4,505 | $4,505 | 2015-08-24 | 2021-04-07 | $5,942 | $1,437 |
| FACEBOOK INC | P | $5,691 | $5,691 | 2015-08-24 | 2021-04-07 | $7,506 | $1,815 |
| FACEBOOK INC | P | $5,927 | $5,927 | 2015-08-24 | 2021-04-07 | $7,818 | $1,891 |
| FACEBOOK INC | P | $16,361 | $16,361 | 2015-08-24 | 2021-04-07 | $21,579 | $5,218 |
| FACEBOOK INC | P | $18,021 | $18,021 | 2015-08-24 | 2021-04-07 | $23,768 | $5,747 |
| FACEBOOK INC | P | $19,207 | $19,207 | 2015-08-24 | 2021-04-07 | $25,332 | $6,125 |
| FACEBOOK INC | P | $20,866 | $20,866 | 2015-08-24 | 2021-04-07 | $27,521 | $6,655 |
| FACEBOOK INC | P | $23,712 | $23,712 | 2015-08-24 | 2021-04-07 | $31,274 | $7,562 |
| FACEBOOK INC | P | $23,712 | $23,712 | 2015-08-24 | 2021-04-07 | $31,274 | $7,562 |
| FACEBOOK INC | P | $94,847 | $94,847 | 2015-08-24 | 2021-04-07 | $125,095 | $30,248 |
| FACEBOOK INC | P | $275,477 | $275,477 | 2018-02-08 | 2021-04-07 | $625,477 | $350,000 |
| GLOBAL X CONSCIOUS | P | $1,060 | $1,060 | 2019-10-03 | 2021-07-23 | $3,200 | $2,140 |
| GLOBAL X CONSCIOUS | P | $2,120 | $2,120 | 2019-10-03 | 2021-07-23 | $6,400 | $4,280 |
| GLOBAL X CONSCIOUS | P | $3,180 | $3,180 | 2019-10-03 | 2021-07-23 | $9,600 | $6,420 |
| GLOBAL X CONSCIOUS | P | $4,240 | $4,240 | 2019-10-03 | 2021-07-23 | $12,800 | $8,560 |
| GLOBAL X CONSCIOUS | P | $10,600 | $10,600 | 2019-10-03 | 2021-07-23 | $32,000 | $21,400 |
| GLOBAL X CONSCIOUS | P | $10,600 | $10,600 | 2019-10-03 | 2021-07-23 | $32,000 | $21,400 |
| GLOBAL X CONSCIOUS | P | $10,600 | $10,600 | 2019-10-03 | 2021-07-23 | $32,000 | $21,400 |
| GLOBAL X CONSCIOUS | P | $10,600 | $10,600 | 2019-10-03 | 2021-07-23 | $32,000 | $21,400 |
| GLOBAL X CONSCIOUS | P | $10,600 | $10,600 | 2019-10-03 | 2021-07-23 | $32,000 | $21,400 |
| GLOBAL X CONSCIOUS | P | $10,600 | $10,600 | 2019-10-03 | 2021-07-23 | $32,000 | $21,400 |
| GLOBAL X CONSCIOUS | P | $10,600 | $10,600 | 2019-10-03 | 2021-07-23 | $32,000 | $21,400 |
| GLOBAL X CONSCIOUS | P | $10,600 | $10,600 | 2019-10-03 | 2021-07-23 | $32,000 | $21,400 |
| GLOBAL X CONSCIOUS | P | $10,600 | $10,600 | 2019-10-03 | 2021-07-23 | $32,000 | $21,400 |
| VIACOMCBS INC | P | -$54 | -$54 | 2018-07-27 | 2021-01-29 | $1,404 | $1,458 |
| VIACOMCBS INC | P | -$59 | -$59 | 2018-07-27 | 2021-01-29 | $1,561 | $1,620 |
| VIACOMCBS INC | P | -$145 | -$145 | 2018-07-27 | 2021-01-29 | $5,255 | $5,400 |
| VIACOMCBS INC | P | -$145 | -$145 | 2018-07-27 | 2021-01-29 | $5,255 | $5,400 |
| VIACOMCBS INC | P | -$304 | -$304 | 2018-07-27 | 2021-01-29 | $10,064 | $10,368 |
| VIACOMCBS INC | P | -$290 | -$290 | 2018-07-27 | 2021-01-29 | $10,510 | $10,800 |
| VIACOMCBS INC | P | -$435 | -$435 | 2018-07-27 | 2021-01-29 | $15,765 | $16,200 |
| VIACOMCBS INC | P | -$435 | -$435 | 2018-07-27 | 2021-01-29 | $15,765 | $16,200 |
| VIACOMCBS INC | P | -$484 | -$484 | 2018-07-27 | 2021-01-29 | $16,040 | $16,524 |
| VIACOMCBS INC | P | -$949 | -$949 | 2018-07-27 | 2021-01-29 | $31,451 | $32,400 |
| VIACOMCBS INC | P | -$1,235 | -$1,235 | 2018-07-27 | 2021-01-29 | $40,939 | $42,174 |
| VIACOMCBS INC | P | -$1,731 | -$1,731 | 2018-07-27 | 2021-01-29 | $57,399 | $59,130 |
| VIACOMCBS INC | P | -$3,204 | -$3,204 | 2018-07-27 | 2021-01-29 | $106,200 | $109,404 |
| VIACOMCBS INC | P | -$8,691 | -$8,691 | 2018-07-27 | 2021-01-29 | $225,831 | $234,522 |
| VIACOMCBS INC | P | -$11,207 | -$11,207 | 2018-07-27 | 2021-01-29 | $291,193 | $302,400 |
| VIACOMCBS INC | P | $244 | $244 | 2019-08-05 | 2021-01-29 | $4,204 | $3,960 |
| VIACOMCBS INC | P | $274 | $274 | 2019-08-05 | 2021-01-29 | $4,729 | $4,455 |
| VIACOMCBS INC | P | $274 | $274 | 2019-08-05 | 2021-01-29 | $4,729 | $4,455 |
| VIACOMCBS INC | P | $280 | $280 | 2019-08-05 | 2021-01-29 | $4,834 | $4,554 |
| VIACOMCBS INC | P | $305 | $305 | 2019-08-05 | 2021-01-29 | $5,255 | $4,950 |
| VIACOMCBS INC | P | $305 | $305 | 2019-08-05 | 2021-01-29 | $5,255 | $4,950 |
| VIACOMCBS INC | P | $305 | $305 | 2019-08-05 | 2021-01-29 | $5,255 | $4,950 |
| VIACOMCBS INC | P | $305 | $305 | 2019-08-05 | 2021-01-29 | $5,255 | $4,950 |
| VIACOMCBS INC | P | $305 | $305 | 2019-08-05 | 2021-01-29 | $5,255 | $4,950 |
| VIACOMCBS INC | P | $305 | $305 | 2019-08-05 | 2021-01-29 | $5,255 | $4,950 |
| VIACOMCBS INC | P | $305 | $305 | 2019-08-05 | 2021-01-29 | $5,255 | $4,950 |
| VIACOMCBS INC | P | $305 | $305 | 2019-08-05 | 2021-01-29 | $5,255 | $4,950 |
| VIACOMCBS INC | P | $305 | $305 | 2019-08-05 | 2021-01-29 | $5,255 | $4,950 |
| VIACOMCBS INC | P | $305 | $305 | 2019-08-05 | 2021-01-29 | $5,255 | $4,950 |
| VIACOMCBS INC | P | $307 | $307 | 2019-08-05 | 2021-01-29 | $5,307 | $5,000 |
| VIACOMCBS INC | P | $329 | $329 | 2019-08-05 | 2021-01-29 | $5,675 | $5,346 |
| VIACOMCBS INC | P | $362 | $362 | 2019-08-05 | 2021-01-29 | $6,253 | $5,891 |
| VIACOMCBS INC | P | $366 | $366 | 2019-08-05 | 2021-01-29 | $6,306 | $5,940 |
| VIACOMCBS INC | P | $915 | $915 | 2019-08-05 | 2021-01-29 | $15,765 | $14,850 |
| VIACOMCBS INC | P | $81 | $81 | 2019-08-07 | 2021-01-29 | $1,051 | $970 |
| VIACOMCBS INC | P | $150 | $150 | 2019-08-07 | 2021-01-29 | $1,944 | $1,794 |
| VIACOMCBS INC | P | $190 | $190 | 2019-08-07 | 2021-01-29 | $2,470 | $2,280 |
| VIACOMCBS INC | P | $190 | $190 | 2019-08-07 | 2021-01-29 | $2,470 | $2,280 |
| VIACOMCBS INC | P | $190 | $190 | 2019-08-07 | 2021-01-29 | $2,470 | $2,280 |
| VIACOMCBS INC | P | $215 | $215 | 2019-08-07 | 2021-01-29 | $2,785 | $2,570 |
| VIACOMCBS INC | P | $215 | $215 | 2019-08-07 | 2021-01-29 | $2,785 | $2,570 |
| VIACOMCBS INC | P | $296 | $296 | 2019-08-07 | 2021-01-29 | $3,836 | $3,540 |
| VIACOMCBS INC | P | $300 | $300 | 2019-08-07 | 2021-01-29 | $3,889 | $3,589 |
| VIACOMCBS INC | P | $400 | $400 | 2019-08-07 | 2021-01-29 | $5,202 | $4,802 |
| VIACOMCBS INC | P | $405 | $405 | 2019-08-07 | 2021-01-29 | $5,255 | $4,850 |
| VIACOMCBS INC | P | $405 | $405 | 2019-08-07 | 2021-01-29 | $5,255 | $4,850 |
| VIACOMCBS INC | P | $405 | $405 | 2019-08-07 | 2021-01-29 | $5,255 | $4,850 |
| VIACOMCBS INC | P | $405 | $405 | 2019-08-07 | 2021-01-29 | $5,255 | $4,850 |
| VIACOMCBS INC | P | $405 | $405 | 2019-08-07 | 2021-01-29 | $5,255 | $4,850 |
| VIACOMCBS INC | P | $405 | $405 | 2019-08-07 | 2021-01-29 | $5,255 | $4,850 |
| VIACOMCBS INC | P | $405 | $405 | 2019-08-07 | 2021-01-29 | $5,255 | $4,850 |
| VIACOMCBS INC | P | $405 | $405 | 2019-08-07 | 2021-01-29 | $5,255 | $4,850 |
| VIACOMCBS INC | P | $405 | $405 | 2019-08-07 | 2021-01-29 | $5,255 | $4,850 |
| VIACOMCBS INC | P | $405 | $405 | 2019-08-07 | 2021-01-29 | $5,255 | $4,850 |
| VIACOMCBS INC | P | $405 | $405 | 2019-08-07 | 2021-01-29 | $5,255 | $4,850 |
| VIACOMCBS INC | P | $405 | $405 | 2019-08-07 | 2021-01-29 | $5,255 | $4,850 |
| VIACOMCBS INC | P | $405 | $405 | 2019-08-07 | 2021-01-29 | $5,255 | $4,850 |
| VIACOMCBS INC | P | $526 | $526 | 2019-08-07 | 2021-01-29 | $6,831 | $6,305 |
| VIACOMCBS INC | P | $530 | $530 | 2019-08-07 | 2021-01-29 | $6,884 | $6,354 |
| VIACOMCBS INC | P | $595 | $595 | 2019-08-07 | 2021-01-29 | $7,725 | $7,130 |
| VIACOMCBS INC | P | $810 | $810 | 2019-08-07 | 2021-01-29 | $10,510 | $9,700 |
| VIACOMCBS INC | P | $810 | $810 | 2019-08-07 | 2021-01-29 | $10,510 | $9,700 |
| VIACOMCBS INC | P | $980 | $980 | 2019-08-07 | 2021-01-29 | $12,717 | $11,737 |
| VIACOMCBS INC | P | $5,911 | $5,911 | 2019-08-07 | 2021-01-29 | $68,963 | $63,052 |
| VIACOMCBS INC | P | $2,921 | $2,921 | 2019-09-30 | 2021-01-29 | $12,254 | $9,333 |
| VIACOMCBS INC | P | $3,402 | $3,402 | 2019-09-30 | 2021-01-29 | $14,270 | $10,868 |
| VIACOMCBS INC | P | $56,916 | $56,916 | 2019-09-30 | 2021-01-29 | $238,720 | $181,804 |
| WELLS FARGO & CO | P | $73 | $73 | 2019-10-08 | 2021-11-03 | $889 | $816 |
| WELLS FARGO & CO | P | $1,217 | $1,217 | 2019-10-08 | 2021-11-03 | $14,801 | $13,584 |
| WELLS FARGO & CO | P | $1,290 | $1,290 | 2019-10-08 | 2021-11-03 | $15,690 | $14,400 |
| WELLS FARGO & CO | P | $10,319 | $10,319 | 2019-10-08 | 2021-11-03 | $125,519 | $115,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $740,894 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $19,437 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $19,437 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $19,437 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $29,618 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $39,618 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $1 | EsPenaltyAmt |
| Overpayment | $20,180 | OverpaymentAmt |
| Applied To ES Tax | $20,180 | 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 | 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 | 5124761072 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 609-B 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 | 0 | 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-B WOOD STREET | AUSTIN | TX | 78703 | PRESIDENT & CEO | 1.00 | $0 | $0 | $0 |
| ALICE KUHN | ||||||||
| 609-B WOOD STREET | AUSTIN | TX | 78703 | VICE PRESIDENT & EXECUTIVE | 1.00 | $0 | $0 | $0 |
| JEFFREY KUHN | ||||||||
| 609-B WOOD STREET | AUSTIN | TX | 78703 | TREASURER/DIRECTOR | 1.00 | $60,000 | $0 | $0 |
| RANDALL S KUHN | ||||||||
| 609-B WOOD STREET | AUSTIN | TX | 78703 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JONATHAN LIPSOR | ||||||||
| 409 S 24TH STREET | PHILADELPHIA | PA | 19146 | DIRECTOR | 1.00 | $0 | $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-B 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 | $20,632,949 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,551,969 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,184,918 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $22,184,918 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $332,774 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $21,852,144 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,092,607 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,092,607 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,437 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,437 | TotalTaxAmt |
| Distributable Before Adj | $1,073,170 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,073,170 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,073,170 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,254,172 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,254,172 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,073,170 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $384,482 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,254,172 | QualifyingDistributionsAmt |
| Applied To Year1 | $384,482 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $869,690 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $203,480 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
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 (39 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 | $5,000 |
| 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 | $45,000 |
| BALLET AUSTIN | |||||||
| 3002 GUADALUPE | AUSTIN | TX | 78705 | N/A | 501(C)(3) | GENERAL SUPPORT OF THE ORGANIZATION | $5,000 |
| BEND THE ARC | |||||||
| 260 5TH AVENUE | NEW YORK | NY | 10001 | N/A | 501(C)(3) | GENERAL SUPPORT OF THE ORGANIZATION | $75,000 |
| BREAKTHROUGH | |||||||
| 1050 E 11TH STREET | AUSTIN | TX | 78702 | N/A | 501(C)(3) | GENERAL SUPPORT OF THE ORGANIZATION | $35,000 |
| CENTRAL TEXAS INTERFAITH | |||||||
| 1301 S IH35 | AUSTIN | TX | 78741 | N/A | 501(C)(3) | GENERAL SUPPORT OF THE ORGANIZATION | $50,000 |
| CENTRO DE TRABADORES UNIDOS EN LA LUCHA (CTUL) | |||||||
| 3715 CHICAGO AVE SOUTH | MINNEAPOLIS | MN | 55407 | N/A | 501(C)(3) | GENERAL SUPPORT OF THE ORGANIZATION | $50,000 |
| 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 |
| COMMUNITY FIRST FOUNDATION | |||||||
| 5855 WADSWORTH BYPASS UNIT A | ARVADA | CO | 80003 | N/A | 501(C)(3) | GENERAL SUPPORT OF THE ORGANIZATION | $45,000 |
| CORPORATE ACCOUNTABILITY LAB | |||||||
| 6214 N GLENWOOD AVE | CHICAGO | IL | 60660 | N/A | 501(C)(3) | GENERAL SUPPORT OF THE ORGANIZATION | $15,000 |
| DALLAS INTERFAITH | |||||||
| 1104 LUPO DRIVE | DALLAS | TX | 75207 | N/A | 501(C)(3) | GENERAL SUPPORT OF THE ORGANIZATION | $40,000 |
| EDUCATIONAL LAW CENTER | |||||||
| 1800 JOHN F KENNEDY BLVD | PHILADELPHIA | PA | 19104 | N/A | 501(C)(3) | GENERAL SUPPORT OF THE ORGANIZATION | $25,000 |
| FOUNDATION COMMUNITIES | |||||||
| 3036 S 1ST | AUSTIN | TX | 78704 | N/A | 501(C)(3) | GENERAL SUPPORT OF THE ORGANIZATION | $35,000 |
| GIRLS TAKING ACTION | |||||||
| 600 18TH AVENUE SUITE 1 | MINNEAPOLIS | MN | 55411 | N/A | 501(C)(3) | GENERAL SUPPORT OF THE ORGANIZATION | $20,000 |
| GRASSROOTS LEADERSHIP | |||||||
| 2301 E CESAR CHAVEZ STREET | AUSTIN | TX | 78702 | N/A | 501(C)(3) | GENERAL SUPPORT OF THE ORGANIZATION | $10,000 |
| 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 | $45,000 |
| JEWISH ORGANIZING INSTITUTE & NETWORK (JOIN) | |||||||
| 359 BOYLSTON STREET | BOSTON | MA | 02116 | N/A | 501(C)(3) | GENERAL SUPPORT OF THE ORGANIZATION | $45,000 |
| 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 | $30,000 |
| POWER | |||||||
| 1419 N 11TH STREET | PHILADELPHIA | PA | 19122 | N/A | 501(C)(3) | GENERAL SUPPORT OF THE ORGANIZATION | $25,000 |
| PROJECT PRIDE IN LIVING | |||||||
| 1035 E FRANKLIN AVENUE | MINNEAPOLIS | MN | 55404 | N/A | 501(C)(3) | GENERAL SUPPORT OF THE ORGANIZATION | $40,000 |
| SMC (SANTA MONICA COLLEGE) FOUNDATION | |||||||
| 1516 PICO BLVD | SANTA MONICA | CA | 90405 | N/A | 501(C)(3) | GENERAL SUPPORT OF THE ORGANIZATION | $20,800 |
| ST EDWARDS UNIVERSITY | |||||||
| 3001 S CONGRESS AVE | AUSTIN | TX | 78704 | N/A | 501(C)(3) | GENERAL SUPPORT OF THE ORGANIZATION | $25,000 |
| SWIPE OUT HUNGER | |||||||
| 3751 MOTOR AVE | LOS ANGELES | CA | 90034 | N/A | 501(C)(3) | GENERAL SUPPORT OF THE ORGANIZATION | $53,000 |
| 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 | $20,000 |
| TEXAS FREEDOM NETWORK | |||||||
| 608 W 22ND STREET | AUSTIN | TX | 78705 | N/A | 501(C)(3) | GENERAL SUPPORT OF THE ORGANIZATION | $18,000 |
| TEXAS HILLEL FOUNDATION | |||||||
| 2105 SAN ANTONIO STREET | AUSTIN | TX | 78705 | N/A | 501(C)(3) | GENERAL SUPPORT OF THE ORGANIZATION | $20,000 |
| THE WORKMAN'S CIRCLE | |||||||
| 247 W 37TH STREET 5TH FL | NEW YORK | NY | 10018 | N/A | 501(C)(3) | GENERAL SUPPORT OF THE ORGANIZATION | $20,000 |
| THINK NEW MEXICO | |||||||
| 1227 PASEO DE PERALTA | SANTA FE | NM | 87501 | N/A | 501(C)(3) | GENERAL SUPPORT OF THE ORGANIZATION | $10,000 |
| UNION FOR REFORM JUDAISM | |||||||
| 633 THIRD AVE | NEW YROK CITY | NY | 10017 | N/A | 501(C)(3) | GENERAL SUPPORT OF THE ORGANIZATION | $125,000 |
| UNIVERSITY OF TEXAS FOUNDATION | |||||||
| 9011 MOUNTAIN RIDGE DR STE 150 | AUSTIN | TX | 78759 | N/A | 501(C)(3) | GENERAL SUPPORT OF THE ORGANIZATION | $56,000 |
| 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 |
| YOUTH RISE TEXAS | |||||||
| PO BOX 2319 | AUSTIN | TX | 78767 | N/A | 501(C)(3) | GENERAL SUPPORT OF THE ORGANIZATION | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,219,800 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| HOUSTON INTERFAITHMETROPOLITAN ORGANIZATIONGULF COAST LEADERSHIP | |||||||
| 4141 SOUTHWEST FREEWAY STE 650 | HOUSTON | TX | 77027 | N/A | 501(C)(3) | GENERAL SUPPORT OF THE ORGANIZATION | $40,000 |
| WORKERS DEFENSE PROJECT | |||||||
| 5604 MANOR ROAD | AUSTIN | TX | 78723 | N/A | 501(C)(3) | GENERAL SUPPORT OF THE ORGANIZATION | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $70,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,429 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $696,388 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $740,894 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WF CASH BACK REWARDS | Desc |
| Unrelated Business Taxbl Incm | $15,472 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $15,472 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,439,711 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,455,183 | 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 & ALICE KUHN | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 609-B WOOD STREET | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $891,478 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 76.57 SHS MERCK & CO INK NEW & 48.77 SHS WELLS FARGO & CO NEW | NoncashPropertyDesc |
| Fair Market Value | $891,478 | FairMarketValueAmt |
| Received | 2021-12-27 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,681 | Amt |
| Net Investment Income | $2,341 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,340 | 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 | $31,226 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCKS - CS 7897 & WF 2928 | $10,981,898 | $13,099,335 |
| EXCHANGE TRADED FUNDS - CS 7897 | $5,747,064 | $6,622,473 |
| OTHER INVESTMENTS - CS 7897 | $1,749,995 | $2,479,402 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANTS APPROVED FOR FUTURE PYMT | Desc |
| EOY Book Value | $70,000 | EOYBookValueAmt |
| EOYFMV | $70,000 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PPA FOR CREDIT CARD BEGINNING BALANCE | Desc |
| Amt | $40,076 | 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 | $1,199 | $0 | $0 |
| DUES & SUBSCRIPTIONS | $75 | $0 | $75 |
| MISCELLANEOUS | $3,932 | $0 | $0 |
| INVESMENT EXPENSE | $705 | $705 | $0 |
| OFFICE EXPENSE | $171 | $0 | $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 | $15,472 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $15,472 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN/LOSS ON SECURITIES | $489,050 |
| PPA TO STOCK BASIS | $11,500 |
| PPA FOR SCHWAB EARNINGS | $99,230 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD PAYABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | -$175,377 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $6,351 | $6,351 | $0 |
| FEDERAL EXCISE TAX | $20,195 | $0 | $0 |
| PAYROLL TAX | $3,914 | $1,957 | $1,957 |